Troy Irwin Email & Phone Number

Tampa, Florida, United States

Partner to Executive Leadership Team (firm with $100B+ of assets under management), reporting to Chief Administrative OfficerManage a team of four Business Analysts tasked with strategic project management and data analysisLead analytical initiatives to evaluate Financial Advisors and Sales Management; develop and monitor KPIsDevelop model to optimize Advisors accounts; leading to cost savings for firm and increased sales productivity for AdvisorsDesign Tableau and Power BI dashboards for Business Heads and Sales ManagementWrite advanced custom SQL queries and Excel modelsInfluence business strategy and priorities: identifying highest impact priorities and illustrating tradeoffs between initiativesBuild P&L models to ensure profitability: design pricing schedules, sales and revenue projections and compensation/cost analysis

New York, Ny / Tampa, Fl

Advise Executive Leadership Team, reporting to Chief Operating OfficerStrategic project management; focused on improvements benefiting the business, client outcomes and employee experiencesAnalyze and segregate client population in order to forecast outcomes of business initiativesLead revenue maximization initiatives which have generated more than $10 million in annual revenue since 2015National sales operations subject matter expert supporting 200+ Financial Advisors around the country by providing guidance on how unique client situations fit within our operating framework

New York, New York, United States

Tampa, Florida, United States

Led team of three local associates to support multiple financial advisors and their clients with $800 million in assets under managementProduced personalized investment strategies to current and prospective private wealth families, geared towards each individual family’s unique situation and risk toleranceAdvised clients directly: processing requests for establishing accounts; transferring funds; developing and implementing asset allocation and investment strategy changes; answering client questions related to market conditions

Tallahassee, Florida Area

Implemented SaaS systems for local school districts improving special education management by converting “pen and paper” process to automated software workflow; creating efficiencies and greater regulatory compliance in the development, implementation, and monitoring of special education plans.Utilized a scaled and systematic approach to maximize reimbursement to local school districts for services provided to Medicaid-eligible students, generating millions of dollars in additional revenue than districts could through manual processesLed company’s first implementation of a system to manage special education arbitrations; personally guided district’s attorney through documenting their manual process and designed a logic-driven system which reduced risk and increased efficiency and monitoring

Washington D.C. Metro Area

Tracked documentation on contracts with providers of goods and services for Immigrations and Customs Enforcement, Office of Intelligence. Reconciled department accounts to maintain accurate records of available funds. Developed business process models and training materials for all functions.

M.S., Applied Economics, 3.8 Overall Gpa

Applied Project - Hospital Quality Information: An Analysis of the US HHS Hospital Compare System

B.S., Economics And Political Science, 3.44 Overall Gpa (3.68 In Economics, 3.48 In Political Science)

Honors Thesis - Analysis of the Shift in the Property Tax Burden Due to the Implementation of Florida’s Save Our Homes Amendment