Traveled extensively through Asia, Costa Rica and Europe. Took a shot at developing a fintech start-up.

Post-acquisition role at Ally Financial (Ally acquired TradeKing for $298MM in 2016), focused on integration and transition of 250K TradeKing clients with $4.5B in assets to Ally. • Built Python application to feed existing data into Ally's analytics and operations applications• Developed SOX-compliant financial reporting application, tying into Ally's financial systems• Created and implemented client onboarding process, aligning sensitive data with key Ally MDM initiative while ensuring regulatory compliance• Analyzed and optimized post-acquisition marketing performance• Built business cases for nascent products in post-acquisition company

Managed the senior staff on behalf of the CEO; concurrent with Data & Analysis role.• Helped develop, implement and manage firm strategy, transitioning from monoline brokerage to a modern diversified financial services company, including robo wealth management, social platform and API ecosystem• Key team member in three competitor acquisitions and, ultimately, in sale to Ally, performing analysis, metrics and external display presentation• Responsible for quarterly board meetings, including presentation content and metrics; presented analysis and metrics at board meetings

Head of Analysis & Data; concurrent with Chief of Staff role. Responsible for all analysis, data, data science, data technology and reporting needs for the company. Built company's data-driven culture.• Built, staffed and led company's "optimization" initiatives, running statistical experiments on key performance indicators (KPIs). Efforts increased KPIs over 10% within the first year of implementation• Planned, architected and developed a near real-time data warehouse and management reporting system/dashboards utilizing Amazon Web Services (AWS), Python and a business intelligence front-end, providing open and timely reporting and analysis across the firm • Developed and implemented machine learning models providing automated business insights• Created customer lifetime value methodology, helping maximize marketing efficiency and firm value

Led strategy, ideation, design and delivery of many internal and consumer-facing products. Product Highlights:• Industry-first social network (i.e., "E*TRADE meets Facebook"), 2008 Webby Award Finance Honoree • Industry-first HTML5 streaming active trader platform• iPhone and Blackberry mobile applications

Developed strategies and analytical framework to drive increased revenue. Created financial models to understand economic outputs. Developed testing strategies to prove hypotheses. Presented results and recommendations to upper-management through the senior vice president level. • Identified opportunities to increase balance transfer assets by over $500MM through technological advances, better customer targeting and increased sales performance in call-centers.• Generated opportunities leading to nearly $500MM in assets by marketing alternative lending products to cardholders, supporting Capital One’s diversification efforts.• Maximized marketing profitability for alternative Capital One businesses through holistic analysis and modeling, focusing on previously ignored marketing channels.

Researched companies in the selection of new products. Fostered relationships and negotiated contracts with new vendors. Monitored competitor activity, ensuring competitiveness of product base. • Spearheaded development and implementation of new partnerships and co-branded products, creating synergies between company and partner product offerings.• Conducted competitive analyses to identify company’s strengths/weaknesses in an effort to improve upon product/service offerings.• Participated in e-enabled initiative across all business lines for nation’s seventh largest financial holding company.

Researched and analyzed competitors in online, discount, and traditional brokerage industries. Compiled, documented, and produced comprehensive industry report encompassing background, upper management, products, partnerships, and financial statements. Architected and maintained Web site containing proprietary research on the online brokerage industry utilized as model for diverse FleetBoston business units.• Modeled and tracked financial statements for seven online brokerage firms.

Reviewed and placed client orders for equities, debt, derivatives, mutual funds, and unit investment trusts for the fifth largest online brokerage firm. Executed advanced derivative strategies to include spreads, straddles, strangles, and naked transactions. • Participated in the management of 15 traders executing an average of $250 million in daily trades.