Shannon Perry Email & Phone Number

Managerial: Managed junior and senior data engineers with Agile Scrum best practices and rituals. Contributed to simultaneous corporate initiative projects, set priorities, and provided career guidance. Projects included: Customer Data Privacy Reform for the California Consumer Protection Act (CCPA), Promotion Inclusive In Store Prices Repo for the Bureau of Labor Statistics, Competitive Pricing at Scale POC, Retail Catalog Transition from external vendor to in-house, and Product Attribution for Ecommerce. Technical: Delivered functional python scripts to verify, cleanse, and transform product attribution data in GCP, meeting success criteria set forth by stakeholders.

Chicago, Il, Us

Responsibilities: Lead data engineers in collaborating with data scientists and actuaries to build a full-stack data flow process to drive management insight towards actionable goals and solutions. Took data from disparate raw sources such as unclean excel files, external APIs, AWS OLTP databases, to a centralized data warehouse, disseminating insights via data visualization and analytics platforms as well as integrated Excel reports. Also developed data governance best practices, quality controls, and automated triage processes. Key Contributions: Spearhead Agile Scrum practices to facilitate the collaboration of knowledge leaders, stakeholders, IT, data science, actuarial, and engineering so all are enthusiastic about our output product and timelines. Set Sprint scope, deadlines, and delegate the development of the data warehouse to a team of direct reporting data engineers. Developed a team environment that rewards speed and quality of execution, confident collaboration, productive gamification, continuing education, and interdepartmental networking in service of enterprise strategic goals and gap closing initiatives. Lead a team in developing an ETL (Extract Transform Load) script using the I/O (input/output) functionality of Python to automate a high-risk manual data centralization process. The script functions for infinitely dynamic file paths. It was applied to over 400 layers of file paths to copy, dynamically rename, and centralize over 3000 files, leading to the accessibility of approximately 3,000,000,000 (3 billion) datapoints.

Chicago, Il, Us

Responsibilities: Created highly dynamic data transformations to prep data from diverse templates sourced from over 20 vendors for the company’s proprietary ETL tool. Key Contributions: Created the MVP project plan to get our reserving data from our 19 subsidiaries into a central and standardized data warehouse, with data from Excel and Word documents, on prem and cloud servers.

New York, Us

Served B2B client initiatives by creating in-platform Proof of Concepts for potential clients, onboarded new clients, and provide technical support to existing clients.Captured, organized, and automated the voice of clients to facilitate discussion with executive product, marketing, sales, and solutions. Created formal training program for IT to understand Insurance claims concepts to aid in production prioritization.

Jersey City, Nj, Us

Enhanced corporate productivity by developing the SQL stored procedures integrated with a VBA/Excel fully functional prototype user interface to manage 150,000 policy renewals annually. Created a tool to parse each policy’s XML document, perform calculations and aggregate into analytical models for the actuarial review and anomaly detection. Saved $2,000,000 annually by creating an algorithm driven integrated VBA/SQL utility to parse, cleanse, standardize, upload, archive, and track fire districts. Created and updated underlying API platform connections and XSLTs for SageSure to support the geographic data vendor transition from RiskMeter to MapRisk. Compiled and synthesized results for quality assurance.Digitally captured, refined, and enhanced SageSure’s system architecture map, used as a reference for software and product development, aiding the enterprise’s agility and achievement of forward-thinking solutions at all levels of the organization. Designed and developed bespoke tools to integrate disparate underlying software systems from internal sources and external data vendors.Created backend system software for enterprise change initiatives such as integrating critical data vendors.

Baltimore, Maryland, Us

Conducted research and analysis on financial planning related topics, such as taxes, retirement, and college savings. Content delivered through marketing business channels, including PR, sales, and client service. Researched and demonstrated the efficacy of T. Rowe Price’s Target Date Funds for participants. Controlled for the fluctuation of the base population size, demographics and proclivities, disparate plan structures, and seasonal trends. Presented findings to executive management.Investigated inflationary causes by running a regression analysis on historical data to examine the validity of contemporary theories. Selected theories based on scholarly and empirical research. Tested the findings for multicollinearity, adjusted for autocorrelation, and interpreted the resulting coefficients.Conducted analysis on increasingly complex spending strategies for a retiree’s portfolio using historical bear market performance. Adjusted spending and ending portfolio values to present value and mortality to compare strategies. Created visuals and formed the written analysis for T. Rowe Price’s marketing department.Created modular computer programs in VBA to calculate effective income and capital gains tax values and simulate after-tax retirement draw-downs. Implemented the programs to generate content for the T Rowe Price’s retirement white papers.Coordinated research efforts across multiple departments to generate insights on investor behavior. Collaborated with T Rowe Price’s Sr. Financial Planner and spokesperson to craft content based on this research for presentation at the annual client forum as well as public media.Led T. Rowe Price’s Financial Planning Assumptions Committee, composed of executive level subject matter experts. Conducted quantitative and qualitative research contributing to the assumptions. Determined the current reach of the Assumptions Database and gaps where the database should be the source, worked with IT leadership and business analysts.

Baltimore, Maryland, Us

Supported T. Rowe Price’s Global Investment Services by using in-depth knowledge of investment strategies and individual client requirements to create sophisticated custom reporting to 50 clients, including businesses, municipalities, and charitable trusts with assets invested totaling over $7B.Analyzed and reconciled the compliance reporting practices for the department and worked with a team to create a system ensuring delivery of all compliance reports. Managed the distribution of firm-wide compliance documents, leveraging an existing system. Created training materials on the firm’s RFP (Request for Proposal) content management platform for the client reporting department and provided individual training to all new associates. Reduced Separate Account report production time by 20-50% by automating data retrieval and formatting, and trained peers on the methods.

• Lead a team in gathering extensive economic data and analyzing it mathematically and intuitively.• Presented our recommendation on monetary policy to the Federal Reserve Bank.

• Conducted risk/return analysis on mutual funds to aid financial advisors in selecting the best for their clients. • Prepared materials on forecasted or current financial standing for meetings with prospective or existing clients. • Composed thought leadership and client education pieces on variable annuities to attract investors to the firm’s new investment vehicle.

Taught English to children ages 4-7.

Baltimore, Maryland, Us

Provided staff support and customer service for students, staff, and external employers.

Compiled and edited content for the organization’s newsletter for distribution by a monthly deadline.

Bachelor'S Degree, Mathematics

Full Stack Web Developer, Computer Software Engineering