Robert Belttari
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Robert Belttari Email & Phone Number

Consultant (IMM) at McKinley Marketing Partners
Location: Matthews, North Carolina, United States 14 work roles 2 schools
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Current company
Role
Consultant (IMM)
Location
Matthews, North Carolina, United States

Who is Robert Belttari? Overview

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Robert Belttari is listed as Consultant (IMM) at McKinley Marketing Partners, based in Matthews, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Robert Belttari.

Robert Belttari previously worked as DevOps Engineer and Data Analyst at Iconma/Bank Of America and Lead Software Engineer at The Judge Group. Robert Belttari holds Bachelor Of Arts - Ba from Michigan State University.

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McKinley Marketing Partners

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About Robert Belttari

Data Analyst with a demonstrated history of working in the financial services industry. Skilled in Sales, Management, Direct Marketing, Analytics, and Financial Analysis. Strong business development professional with a MBA, Concentration -- Finance from Wayne State University.Marking Analytics Success -- A large mutual fund company’s Retail Markets group needed a means of monitoring their market segmentation. Their market segmentation directed leads to the most appropriate sales channel. There was varying cost per channel. I developed quarterly reporting with leads and sales data to monitor statistical measures for sales by the different segmentation schemes (mean, median, mode, range, min, max, standard deviation).

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McKinley Marketing Partners
Mckinley Marketing Partners
Consultant (IMM)
Matthews, NC, US
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14 roles · 41 years

Robert Belttari work experience

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Consultant (Imm)

Mckinley Marketing Partners

Matthews, Nc, Us

Devops Engineer And Data Analyst

Iconma/Bank Of America

Matthews, Nc, Us

Lead Software Engineer

Charlotte, North Carolina, United States

Wells Fargo, Charlotte needed data governance software systems to capture enterprise application data, request certifications from relevant stakeholders, and report on certification status. An additional system was required to capture and report on enterprise application lifecycle data. A large amount of automation was needed.I worked directly with the business operations managers to design systems to make this happen.I designed and built Power Automate data flows to automatically (at specified dates and times) move data, populate relevant data tables, solicit certifications, and clean data.I designed and built Power Apps applications to facilitate stakeholder data gathering.I designed and built Power BI applications with drill down and drill through capabilities to track and report certification and application lifecycle detail in real time.Technology: MS SharePoint, MS Power Apps, MS Power Automate, Power BI, Power Query, Jira, Visio, and MS Excel.

Senior Data Management Consultant

Charlotte, Nc

Wells Fargo needed to migrate a large document storage network from SharePoint 2013 to SharePoint Online (cloud storage) and network storage. Additionally, Wells Fargo’s Enterprise Data Governance group was in need of a database reporting system to organize users/projects/project details for reports and automated notifications.I took charge of doing the profiling of data from the old system to determine the migration needs for the Enterprise Data Governance group. This involved SQL coding to profile the universe of files to be addressed, working with end users and information system groups to determine mapping parameters in the new cloud storage system, resulting in an efficient transfer of necessary files.I built out applications using Sharepoint Online storage with Power Apps and Power Automated to automate document reviews and approvals. I designed SQL-based reporting tools to handle these tasks, and added Agile Sprint functionality resulting in faster completion of critical data governance projects and better prioritization of work.Focused on risk management relative to data assets as a priority of my business analysis work.Technology: SQL, MS SharePoint, MS Power Apps, MS Power Automate, Power BI, Power Apps, Jira/JQL, MS Access, MS Excel, Pivot Tables, Data Lake, Alteryx

Aug 2022 - Jun 2023

Consultant, Data Developer And Analyst

United States

Wells Fargo, Charlotte needed multiple databases to catalog a large volume of bank policy documents and track industry concerns that were being covered and which were not.I set up requirements gathering for the databases and then built two databases (front and back ends for each) with Microsoft Access (using SQL and VBA).The reporting and SQL querying capabilities that I built can answer a multitude of management questions. The architecture that I set up maximizes response time and has a backend that is scalable to an enterprise grade database system.In short, I have turned unorganized data into actionable information.The database was structured to cover matters that were pertinent to regulator risk.Technology: MS SharePoint, MS Power Apps, MS Power Automate, Power BI, Jira, MS Access, and MS Excel.

Sep 2019 - Aug 2022

Principal Consultant -- Financial Data Strategy

Charlotte, North Carolina Area

Sep 2015 - Sep 2019

Owner

Belttari Information -- Financial And Marketing Data Analysis
Jan 1997 - Dec 2018

Consultant (Imm)

Mckinley Marketing Partners
1997 - Jun 2018

Data Analysis Consultant (Independent)

Charlotte, North Carolina Area

Develop data systems to reconcile trading activity and middle office financial information.

Mar 2014 - May 2015

Market Risk Data Consultant (Independent)

Meridian Consulting

Charlotte, North Carolina Area

Creating systems to reconcile data between financial trading systems and risk managment systems, to affect better financial controls.

Jun 2012 - Feb 2014

Consultant

Tmng
2002 - 2010 ~8 yrs

Sr. Project Director

Wirthlin Worldwide
1992 - 1995 ~3 yrs

Programmer

Rda
1986 - 1988 ~2 yrs
2 education records

Robert Belttari education

FAQ

Frequently asked questions about Robert Belttari

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What company does Robert Belttari work for?

Robert Belttari works for McKinley Marketing Partners.

What is Robert Belttari's role at McKinley Marketing Partners?

Robert Belttari is listed as Consultant (IMM) at McKinley Marketing Partners.

Where is Robert Belttari based?

Robert Belttari is based in Matthews, North Carolina, United States while working with McKinley Marketing Partners.

What companies has Robert Belttari worked for?

Robert Belttari has worked for Mckinley Marketing Partners, Iconma/Bank Of America, The Judge Group, Wells Fargo, and Apex Systems.

How can I contact Robert Belttari?

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What schools did Robert Belttari attend?

Robert Belttari holds Bachelor Of Arts - Ba from Michigan State University.

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