Lawrence Jordan, Mma Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Leading the development of the Data & Analytics (DNA) practice in collaboration with CU Wealth, Asset Management, Digital Wealth, and Correspondent & Institutional businesses at Aviso. Responsible for establishing and expanding capabilities in data engineering, management, data governance, reporting & visualization, machine learning, data science &.

• Scaled and spearheaded a multi-talented 25-person data & analytics team in a revamped operating model, truly enabling the organization to understand and optimize revenue, exploit market opportunities, and more.
• Developed and launched self-analytics trusted data platform with tools and dashboards used by 100s of users supporting thousands of staff in making intelligent business decision with real-time portfolio insights. Made.
• Identified tens of billions of dollars in business risk from failure to capitalize on intergenerational wealth transfer. Led data science research that showed marketing was not connecting with younger audiences.
• Defined data modernization and enablement strategy focused on delivering 5 strategic data products that provided repeatable plug-and-play analytics capabilities across investments, finance, fees, marketing, compliance.
• Built and deployed AWS cloud platform to replace legacy on-premise data infrastructure, paving the way for organization to handle higher data complexity, improve scalability, accelerate reporting from weeks to.
• Reduced data & analytics technology costs from by millions of dollars by executing a centralized data platform strategy.

• Expanded data & analytics team to 12 staff to meet growing demand and complexity, adding key skills across platform engineering, software engineering, and project management (moving from Waterfall to Agile).
• Onboarded a suite of new technologies to modernize DevOps and delivery, while supporting the start of RBC Wealth Management’s move from on-premise to AWS Cloud (further advancing data analytics capabilities).
• Automatically generated tailored securities news summaries for 1,500 wealth management advisors based on their portfolios. Advocated for the data science team to create RBC Wealth Management’s first-ever natural.
• Devised learning & development strategy to upskill technical team for data and cloud modernization roadmap; provided path to industry certifications for platform engineers, including AWS Certified Solution Architect.
• Bolstered organization’s approach to data privacy, advocating for changes to comply with new regulations.

Toronto, Canada Area

Toronto, Canada Area

Toronto

• Kicked off the development of an insight-rich, 360-degree data reporting and coaching tool for portfolio management, enabling more informed wealth decision-making for high-nine-figure AUM across 1.2 million clients.
• Received the highest RBC employee award (the Leo Award) from the bank’s CEO for key role in mitigating risk to save clients and the organization hundreds of millions of dollars in preventable losses.
• Laid the strategic foundation for RBC Wealth Management’s modern, scalable data analytics architecture, establishing the process of centralizing to a single source of truth while migrating from Excel to Tableau.
• Enabled real-time risk reporting on billions of dollars of assets held by 30K+ clients, shaving weeks off the risk calculation process, through the design/development of a data product for the collateral lending and.
• Earned RBC Wealth Management Quarterly Performance Award after introducing self-serve analytical reporting capabilities in time-sensitive situation; led massive data mining and analysis to minimize billions of dollars.

Toronto, Canada Area

• Equipped RBC’s capital markets operation with enhanced risk management capabilities following the 2008 recession. Applied coding and data skills to build operational risk reports and support trade reconciliation.
• Responsible for developing and supporting RBC Capital Markets main application tool Intellimatch and Monarch Data Pump for reconciliations and reporting solutions across varies groups mostly primarily Capital Markets.
• Built and designed cash operations attestation reporting and daily/monthly process to attest back to the banks general ledger
• Supports the Derivatives Intragroup month end reconciliation process and developing the new architecture and design process to improve Intragroup Derivatives reporting process to the general ledger
• Implement training and new standardize support flow processes by assisting in creating training and session materials for personnel
• Migrated, updated and implemented new IMATCH back-end system processes to help solve concurring production issues and support issues, using crystal reports 10 and excel VB scripting

Toronto, Ontario, Canada

• Part of a small highly performing internal software development team that was leading the on-boarding of new clients for tailored web solutions to help them manage their employees DC/DB Pensions and Health benefits.
• Developed multi-tiered web applications to manage and facilitate our clients Defined Contributions & Defined Benefits Pensions and Health Plans on scale for such clients as Bell,3M, GSK and Telus.
• Assisted in the software design of front end and back end, architecture and development for a reconciliation web application to reconcile between our external financial custodians and our internal book of record for.
• Automated and optimized a number of internal technology pipelines for more timely, monthly, quarterly and yearly tax filing to CRA for all our external clients for their 100,000+ employees, saving our internal.
• Enhanced and streamlined, financial reporting, and tracking of all HR related data for tax and payroll deductions related to DC/DB Pensions and Dental/Health Plans for all our clients employees and head office.

Certified Ethereum Developer (Ced), Blockchain; Ethereum

Verified Certificate on Blockchain: www.Lassondepd.ca Certification Number : CED0103043

Master Of Management Analytics (Mma)

Bachelor Of Applied Science (B.A.Sc.), Computer Science

Programming With C# And The .Net Framework, Computer Science