Managed technical implementation Projects across seven financial services clients
Developed custom SQL trade management and approval module for public investment client
Led project for implementing new asset management client and building out custom credit tracking solution
Executed unique trade integration between funds to reduce time needed for trade processing by 60%
Present at recruiting events to bring in new college graduates to firm
Perform analysis and design models in Python
Analyse internal metrics across all internal US PWM Offices
Produce extensive presentations on strategic initiatives for PWM Management
Forecast future growth potential using 19 years of historical data
Monitored Private Equity capital calls & distributions across all client accounts
Conducted in-depth research on potential new business prospects
Compiled presentations and reports for direct use in client meetings
Worked with others throughout the office to restructure how the team utilized technology and data
Lead project to redesign internal interns page; increased page views 50%
Developed front end for new internal task tracker used by managers and employees throughout department using python, flask, HTML, CSS, and Javascript
Worked with Microsoft Sharepoint, JavaScript, and JSON data to develop business-side database access portal
Created department-wide data visualizations using Tableau Desktop 9.2
Parse database data to clean it up for use in research
Work extensively with Microsoft Excel to analyse and present information
Use various Excel formulas to efficiently organize and visualize data
Code algorithms in VBA to dynamically create arrays of information
Create data visualizations for use in field conferences
Created prototype Rube Goldberg kits from scratch for local middle schools
Supervised student teams to choose new unique kit pieces, reducing final price by 18%
Designed included rubric (guidebook) used with the final release kit
Developed mobile application using MIT App Inventor and Java for Boehringer Ingelheim
Constructed team website to represent team publically using HTML
Created geolocation algorithms to form radius around app user
Fostered teamwork with coworkers to create technical presentation for local investors
Co-lead a service project to raise money and food goods for local homeless shelter
Developed an intra-grade competition for 9th grade teams to increase project interest
Collected over 360 food goods and $950, all of which was donated to the homeless shelter
Web Development: HTML5, CSS, JavaScript[+ JQuery, D3]
Programming: Python, Java, Ruby, Xamarin, C++, Racket, ACL2, Assembly
Data: Microsoft Excel, VBA, SQL, MongoDB, Tableau, R
Certifications: Google Analytics, Programmatic 101