• Developed and deployed Active Directory Group Migration Project Database and Tableau Dashboard for use by technology department representatives for initiating project execution, self-service data retrieval and tracking project progress• Extensive experience interfacing between IT and the business, including executives, to lead projects • Strong consultation with internal teams to develop new data processes, define insights, and utilize data in the most effective way• Pioneered numerous actionable analytical and reporting tools for Technology Executives utilizing SQL, Tableau, SSIS, Excel and Access• Assisted Database Administrators in the creation and optimization of database architecture design and development enabling end users to retrieve data through self-service• Led data sourcing and ETL efforts for use in building complex Access Management Data Warehouse

• Created/deployed numerous actionable analytical and reporting tools for product and account managers.• Analyzed and communicated account performance trends to account managers and improved business building capabilities.

• Created and deployed complex reports utilizing Excel VBA/VB.Net programming, Adobe Acrobat, Outlook and Tableau which provided the Executive Leadership Team and Field Sales Representatives with actionable business analytics.• Partnered directly with the Business Intelligence Team on a daily basis for a multitude of IT projects, gathered business requirements and documented business needs, strategized for solutions, facilitated testing and implementation which saved a substantial amount of time and effort across the organization. • Aided in the development of several SSIS/SSRS packages and reports for the Field Sales Representatives which provided daily order, business quality and performance metrics that allowed the Reps to efficiently manage their business, make informed business decisions and reduce the amount of time spent dealing with paperwork. • Developed several data marts utilizing MS Access/VBA, MS Excel/VBA, VB.Net, SQL (SSMS) and through partnership with analysts from the Business Intelligence team to utilize SSIS data packages which allowed for the creation of visually appealing, dynamic and interactive business performance reports that saved time for upper managers by focusing their efforts on territories that needed attention. • Managed project to create and implement Covered Lives Insurance database/reporting system, a tool used by upper management that maximized the potential business opportunities geographically. • Analyzed specific territories for Field Sales Reps looking for trends with clinics, doctors, insurance coverage of products, market potential through covered lives data, billing and invoice trends, reimbursement rates, pricing which expanded the opportunities for high cash generating clinics that empowered the Reps to focus their efforts on high revenue generating clinics and facilities.

• Developed/introduced Excel VBA macros, automated numerous business functions, improved processing efficiency, and received Wells Fargo Service Excellence Award. • Collaborated with operations analysts and business system consultants, automated numerous tax reporting systems implementation processes, and optimized reporting accuracy and integrity. • Partnered with cross-functional teams, developed MS Access databases, and enhanced reporting processes. • Created and initiated MS Access Queries, analyzed data, updated client reporting systems, and maximized informational accuracy and accessibility. • Researched, compiled, analyzed, and reported operational trust account and corporate actions to clients, tax reporting agencies, and assured regulatory compliance. • Trained, mentored, and technically supported operations personnel on automation tools, business functions, and protocols, and increased team competency/productivity.

• Programmed Excel VBA macros to aid employees in accomplishing daily job procedures more efficiently• Analyzed processes and implemented efficient solutions for the Bond Payments Operations Department• Improved communication with RBC Capital Markets New York and RBC Toronto sub-divisions resulting in faster and more accurate procedures for resolving bond payment, reconciliation and settlement issues

• Applied fundamental, technical and quantitative analysis for the hedge fund's capital investmentsWorked with team to identify and analyze four investment opportunities within the Industrials Sectors of the S&P 500 • Constructed and maintained spreadsheet models to optimize portfolio resulting in low risk, diversified capital allocation• Assisted program director in planning trips to Chicago and Ohio for investment education seminars and network building opportunities with industry professional contacts

• Gathered equity and asset allocation research• Coordinated educational seminars for business contacts which produced new clients for the financial advisor• Prospected new Retirement Income Clients