Currently responsible for directing the deployment of BI dashboards and providing strategic insights and analysis to Fidelity’s executive leadership. I am supporting efforts across Fidelity’s retail, non-managed brokerage products.Previously I led a team of data analysts to support Fidelity’s digital planning and advice offerings.

Analytics lead for Fidelity’s retirement and college savings (529) products.

Oversee the data, reporting, and business intelligence initiatives for the FundsNetwork organization, including deployment of Tableau Dashboards and Artificial Intelligence (AI) predictive modeling

Established a data and analytics company, focusing on providing powerful donor insights to nonprofit organizations. Helping organizations raise more money through donor profiling, propensity to donate modeling, and segmentation. Built mobile app “Philanthropy” connecting people with the nonprofit organizations they love. In one place, we allow you to see recent news, register for events, and make donations/pledges to all of your favorite charities.

Conducted series of statistical analysis on loss and profitability factors across commercial lines within various states. Built database of client attributes to data mine for key insights on segmentation. Formulated acquisition model based on insights.Developed online engagement and cross-sell strategy involving multi-product offerings. Researched best practices from across insurance industry, online channel, and research studies. Aligned value proposition to goals of the corporation, determining final recommendations within technology and budget constraints.

Summer internship program while pursuing MBA within LIberty Mutual's distribution group. Evaluated consumer engagement and process flow of referral program. Built statistical model to report gaps in the process and improve operational efficiency. Recommendations implemented to improve communication flow and referral conversion.

Charged with growing loyalty and rewards programs among institutional and affinity clients.Routinely led cross functional teams including finance, technology, sales, and outside vendors (agencies). Set clear project objectives and milestones to obtain buy in from key decision makers. Managed processes, budgets, timing, and expectations of stakeholders. Continually sought feedback to ensure project goals were met with 100% client satisfaction.