Peter Lee Email & Phone Number

Product and Technical Program Management focused on AI/ML, Analytics and Data Science.

San Francisco Bay Area

Driving project to product transformation for 50,000 technologist across the globe for a financial services company with ~$2 trillion dollars in assets and over 250,000 employees.Partnering with dozens of cross functional teams across 15+ product lines to lead the development, monitoring, and reporting of OKRs and KPIs for the CTO, CEO, and Board.In charge of leading data architecture, automated BI analytics and reporting through Tableau and Power BI, data science for prediction (AI/ML), root cause analysis, and engaging with cross functional customers to understand their pain-points and create features to meet their needs. I owned the section's roadmap and led all cross functional collaboration efforts with dozens of product orgs and senior leaders across the company.

Austin, Texas Metropolitan Area

Products: Conversational AI, Payments, Credit Cards, Auto, Mortgage, Sales and Servicing, All Product Strategy, etc. I briefed the Chief Digital Officer on a regular basis and helped construct the 5 year roadmap for the Bank President. I also led efforts to use Geo-Spatial and Digital Analysis to help the P&C President make decisions during weather catastrophe events.

Austin, Texas Metropolitan Area

Leading over a dozen cross-functional teams to assist the Bank, Insurance, and Investments products. One of the big wins was leading the Bank’s strategic initiatives that formed the 5 year roadmap for all consumer banking products and their digital products. USAA is considered the leading digital financial institution in terms of customer satiafaction. Software/Databases: SAS/SQL, Tableau, ARC GIS, Business Objects, Adobe Site Catalyst, Hadoop, Neteeza, DB2, etc.

Austin, Texas Metropolitan Area

After numerous accomplishments and building relationships, I was offered a role with my client. Big data analysis, AI/ML, forecasting, text analytics (conversational AI) and geo-spatial analysis. I continued to turn data insights into actionable results that impact the P&L side of the business and the big picture strategy of the Bank, Insurance, Investments, Finance, and Risk sections. I also created the machine learning algorithm that fed the Omni-channel marketing offers to name one of my major accomplishments. Another was using live weather data and geospatial data to route claims after a catastrophe to preferred vendors which delivered higher customer satisfaction and saved the company money. Software: SAS/SQL, SPSS, SAS EM, Python, ARC GIS, Business Objects, Tableau, Excel, Hadoop, Hive, etc.USAA is a Fortune 100 Bank and Insurance company known for having the best customer satisfaction in the industry.

Chicago, Il

Worked cross functionally to understand the business and then use data to create a computer simulation that was used to determine if it was worth purchasing a new call routing tool that enables smart pairing, we did. Secondly, it was used to determine how and when to route calls especially during random events such as a weather catastrophe (hurricane, flood, etc).

Los Angeles Metropolitan Area

Skills: Product Mgmt, Project Mgmt, Data Science (AI/ML, Design of Experiments, Human Factors, Descriptive and Text Analytics), and People leadership.Entrusted with the highest security clearance (Top Secret with Secret Compartmental Information). I led a large cross-functional team of military, civil service, and government contractors to conduct flight test research for various next gen aircraft and tactical datalinks. I also ran the briefing and de-briefing meetings, test conducting process, and created the forward looking roadmaps. I wrote developmental and operational test reports, and created/managed multi-million dollar cost saving programs that were delivered to the Senior Air Force leadership and Congressional decision makers who determined funding for the programs I led and worked. The end result is that I helped determine which next gen advancements should be acquired.