References Available Upon Request Page * of *

SHAHROOZ R. BHOPTI Agile Architect Business Intelligence Data Analytics Technology Director Charlotte, NC or Any Metro Worldwide (412) 256 – 8390 adbtt4@r.postjobfree.com

“You “There can resolve are no to failures, live your only life outcomes” with integrity. shahrooz.Let your bhopti.credo com be this:

“For Let small the lie creatures come into such the as world, we the let vastness it even triumph. is bearable But only not through through me.love”; ”;

“How wonderful GoodReads.that we have com/met DrivenCompassion with a paradox. Now (accepting we have recommendations) some hope of making progress.” PROFESSIONAL SKILLS

FINANCIAL: Conversant Investment with Management, Hedge Funds, Private Managed Equity, Futures, Trade Settlement/Exchange Funds, Trade Processing, High Yield Fixed Stock Income Loan and Securities of Capital Markets, Lending. Futures Leveraging and coursework Options and in International Corporate Finance, Finance Investment Management, Efficiency GENERAL BI/DA: @(Elasticsearch; Risk Simulation; Logstash; Altova Kibana)XMLSpy; ; EMC Apache Greenplum; Cloudera Github; Hadoop; HP Atlassian (Autonomy (JIRA; IDOL Confluence)10, Vertica); ELK ; Informatica Systems; QlikTech Powercenter; QlickView; JetBrains R; Segment; (TeamCity; SnowPlow; YouTrack)Statistical ; Microstrategy, Analytics; New Theobald Relic; PPV/Oversight XtractIS; Tableau; Tibco Spotfire; VersionOne

ADOBE: Creative Ste (Acrobat; Captivate; Dreamweaver; Fireworks; Flash; Illustrator; Photoshop & Premiere) AUDIT: ACL Audit Exchange; Alpine Miner; CaseWare (IDEA Server, Smart Exporter SAP Connector) CRM/ERP: ACT; (Symfony)EGroupware; ; Salesforce; Goldmine; Siebel; Microsoft SugarCRM Dynamics CRM; Openbravo; OpenERP; OrangeHRM; OroCRM IBM: Cognos; Infosphere; Lotus Notes; Netezza; SPSS MICROSOFT: Access; with Slicers, Business Solver, Intelligence VBA Macros, Development Vlookup); Studio Lightswitch; (BIDS)PerformancePoint; ; Dynamics CRM; Excel PowerPoint; (Pivot Tables, PowerView; PowerPivot Publisher; Data Quality Project; Services Report (SSDQS)Builder; ; SQL SharePoint Server Integration Designer; Services SQL Server (SSIS)Analysis ; SQL Server Services Management (SSAS); SQL Studio Server

(SSMS); SQL Server Reporting Services (SSRS); Team Foundation Server, Visio and Visual Studio ORACLE: 11G; Endeca; Essbase; Exadata; Hyperion Data Relationship Management; OBIEE OBIU ODM & TOAD SAP: Business (BODS/BODI)Explorer ; Business (Bex); Warehouse Business Objects (BW); (Crystal BO); BusinessObjects Reports; Sybase Data PowerDesigner Services/Integrator SAS: Analytics; Guide; Information BI Dashboard; Map Studio; DataFlux MDM Data Data Management Integration Platform; Server; Web Enterprise Report BI Studio Server; Enterprise OS/MANAGEMENT: NETWORK: Conversant Oracle Agile Modeling; Coach; Sun Business Solaris with Application Apple / Process Illumos; Mac Lifecycle OSX; Modeling Red AS/Hat Management 400; Linux / Management Canonical and (Microsoft ALM)Ubuntu; (; BPM)Business Windows ; Client Cisco; Intelligence; Server Citrix; DOS; Architecture; Business ODBC; OpenStack Object CMMI; Continuous Data Warehouse Deployment Design; & Extract Integration; Transform Data Load Aggregation; (ETL); Information Data Analytics; Lifecycle Distributed Management Architecture (ILM); Master Train Engineer; Data Management SAFe (Scaled (MDM)Agile ; Metadata Framework Governance; SASM) Certified Network Advanced Management Scrum Principles; Master; Six Release Sigma; Unified Modeling Language (UML); Use Case Development and Waterfall SDLC Methodology TECHNOLOGY STACK: JavaScript; LAMP (Linux Apache MySQL PHP); DAX/MDX; Ruby on Rails; SQL and XML/HTML References Available Upon Request Page 2 of 8

CAREER OPPORTUNITY

Proven Business leader Intelligence with excellent and Data interpersonal Analytics arena. and organizational Agile Business skills, Analytics eager Architect to contribute / Business authentic Development value in the Manager or Director with 25+ years of professional experience, primarily with Finance, Marketing & Agile Bank Information of America Technology. Merrill Lynch, Consulted BNP Paribas, with Global Citigroup, Fortune Fujitsu, 100 Honda most reputable (Aero), ICBC, companies KPMG, including: Pfizer & PWC. ROLE EXPERIENCE & CONTINUED INTEREST

Agile Architect; Coach; Managing Data Architect; Director; Director Product Of Manager; Information Product Technology; Owner; Enterprise Program Director; Architect; Program Information Manager; Technology Project Senior Manager; Project Release Manager; Train Senior Engineer; Solutions Scrum Architect; Master; Senior Senior Vice Architect; President; Senior Solutions Manager; Architect; Senior Product Technical Manager; Director; Technical Product Manager; Technical Program Manager; Technical Project Manager; VP PROJECT AVAILABILITY VIA W2 OR CORP TO CORP

Next Wave Network October 2003 – Present (self-employed) CEO (Chief Executive / Customer Experience Officer) Princeton, NJ CEO prefers a day job – Why? https://hbr.org/2017/04/why-you-should-have-at-least-two-careers

• • Unique TSA Pre Partner; Verified Unique – KTN Cloud; (Known SustainaSphere; Traveler Number) SustainaService; ready for engagements and more best requiring practices on-coming site consultation soon

• • • Manage environments, Optimized Community support through Agile real-Coordinator; OpenStack as time conference Product lead Integration, generation Cooperative Manager, calls to Product train through Deployment Ambassador: sales Owner, search professionals & Developed Scrum Security engine Master, optimization of web-open Agile based source Coach and training software marketing and system many packages strategies more and offered on roles multiple MARS Lead Senior Solutions Agile Group Coach; Northwestern Mutual; I&O; ICS October 2019 – November Milwaukee, 2019 WI

• • • • o o o o Point Northwestern had Assess, Provide When Consolidate Coaching Identify a person reorg to guide best maturity use and to & Scrum practices, and and servant sanitize Infrastructure Mutual levels lead standardize vs leadership Kanban process of has senior dashboard Agile 50-vs feedback teams agile Cloud skills 60+ Waterfall, Northwestern and agile to recommendations coach to Services help provide allow including teams teams to group launch detailed Mutual's manage in requirements members the a process Infrastructure MARS work and Agile/to efforts establish for improvement anonymously Solutions Scrum how to use and standards process Group identify plans Confluence, Operations including project across improvement defining: Jira various timelines department, and Jira opportunities Align teams that o Develop instructor-led and self-study training to facilitate long term growth in Agile maturity References Available Upon Request Page 3 of 8

Bank of America – Signature Consultants April 2019 – September 2019 GBAMT Global Banking & Markets Tech Charlotte, NC

SAFe (Scaled Agile Framework SASM) Certified Advanced Scrum Master Agile Coach RTE

• Global - Certified Banking Advanced & Markets Scrum Technology Master & RTE Servant Agile Leader Coach) (SAFe® focused - Scaled on Sales Agile Performance Framework & 4.5 SASM Profitability as assisting Treasury Global Data & Wholesale Hub and Reporting Credit Authorized space as a Data potentially Sources new teams. Agile Release Train as well

• GT&O Global Technology & Operations; GWCDT E2E PORTFOLIO EXECUTION COO GOV Bank of America – Signature Consultants June 2017 – December 2018 Scrum Master; GT&O Global Technology & Operations; DQC Data Quality Control; CSWT Consumer Small Business & GWIM Wealth Management Tech Charlotte, NC

• • • • • SAFe Wore $Marketing Agile Managing Communications 130 (Transformation; Million multiple Scaled Multiple Insights in Agile hats, 2017 to Framework IT & Define, including and Technology Project Release $150 Enhance, Forecasts, RTE, Train 4.Million 5 (MIT) PM SASM) Engineer, Deliver, in as Portfolio $2018 3MM+ well Certified BAU as as part Budget Agile Management well processes of Advanced as Data Coach Plans, assisted Quality with until Disaster Scrum as Marketing role Control temporary was Recovery Master (filled DQC) Technology Project Triage Program Manager Activities applications / and including Risk Enterprise

• • • • • Market Consultants Servant-Facilitate Shield Leverage burndown/Growing team Data leader, Marketing tools daily burn from Contractor Reporting and standup tracking up outside insight Application charts, (scrum, EMDR) and distractions to and removing help sprint other Content and develop Application planning, tools and impediments, Library interferences team’s and metrics) demo, Center / predictability Profile while grooming of Pages Excellence coaching on and and 16,progress retrospective team (000 ACE) iPads: in Marketing SAFe (velocity, Agile ceremonies. App capacity practices. (MA) planning, Platforms as a Signature Marketing Demo Table App / Base / Lobby Leader

Blue FSA (Room Financial (Merrill Sales Lynch) Advisor) Small Platform Business (formerly Seller)

Auto Business Loans Advantage Term Loans

Better CET - Consumer Money Habits (Lobby, (BMH) Platform, FSA) CET CET- (Small Cust Engagement Business (Lobby, Tool) Platform) - Digital Consumer Feedback (Marketing Lobby) Tool

Full Full Mobile Online Banking Banking Simulator Simulator Guided Handouts Investing (All profiles)

ITR IYW ((Invest Invest To Your Retire) Way)

Learn Life Priorities 2 Love Your Game App (Online Banking Sim) Llama MEGI (Game Merrill Pilot Edge Guided Investing) M Merrill Edge Edge Individual Invest Retirement to Retire Services Merrill MESD (M Edge Edge Invest Self Directed Your Way Investing) Mobile Mobile & Banking Online Simulators Micro moments Museums Preferred On Rewards: Us Benefits Tool

Rate Seasonal Feed - Travel Rewards

Small Bus Cash & Travel Reward Credit Card

Calculators: Auto Loan Calculator

Auto Auto Loans: Loans: New Refinance Purchase

Business Advantage Cash Rewards

Business Business Advantage Advantage Term Travel Loan Rewards Calculator Cash Premium Rewards Rewards credit credit card card Travel Cash Rewards Rewards Calculator credit card Home Preferred Banking Rewards Calc Calculator Handouts Feedback For Enterprise Market Data Reporting (EMDR) - See Flagscape for many more reports available - 1.6 TB References Available Upon Request Page 4 of 8

Bank of America October 2016 – December 2016

Application & Data Warehouse Architect; Control Function Technology, GFCC Charlotte, NC NOTE: Meridian was one of many Preferred Vendors that lost Preferred Vendor status; so, all remaining contracts were not extended; GFCC underwent re-org to CFT

• Prepare for 2017 Global Financial Crime Control/Technology GFCC/CFT Architecture including: o Remediating alerts, validate/specific verify gaps scenarios, in coverage, plan to sourcing evaluate, data, select developing and install scenarios, a scenario controls, optimization re-generate tool to or reduce re-process false positives, considering effects of digital disbursements via bulk payments

• • Primary Met challenges, o Richard Discuss Architect including Weber, Digital on Chief siloed Detection Disbursements of information Criminal Channel via Investigation Bulk Platforms sharing, Payments independent like at Internal ADCP, CW, agents Revenue WW, not SPIRIT, Service collaborating MANTAS and processed enough, (America/current cyber-EMEA) crime

• and Correlate o identity Emerging GFCC theft Technology Technology: Capabilities: Hadoop, MongoDB, Mainframe, Vaadin, Oracle, Drools, Teradata, etc Big Data, .NET, Java, SAS, etc. o Three Tier-1 applications which are integrated with payment systems and other money movement engines o 400+ data feeds per day are processed by 36 global applications

• 1000+ o user 3.5B base transactions across the per day globe are leveraging monitored global by AML solutions and Economic Sanctions systems Medikly October 2014 – October 2015 / October 2016 Director of Technology New York, NY

• Supported CEO in implementing technology plan, by advising on current and projected future technical challenges

• Managed teams as well $150M as trained monthly teams’ across Product several Manager dozen technology as an Agile partners, Coach including over half dozen outsourced development

• Led Agile methodology focused SCRUM meetings as Product Owner and Scrum Master, as well as directed one-on-ones

• Architected RDS (Relational many Database integrations Service)on Rackspace, S3 (Elastic Cloud Compute and AWS Cloud)[EC2 ], including (Elastic Automated Compute Cloud)Insights, NoSQL (Wordsmith)DynamoDB, ; BrandWatch; Redshift, CKAN; New Relic; DHIS2; Segment; ELK (Elasticsearch, StatSocial; SnowPlow Logstash, on Kibana)a PHP/; Symfony/GitHub; JetBrains MariaDB/(TeamCity, MySQL/PostgreSQL YouTrack); based Lumify; framework Narrative Science;

• Guided strategic planning and technical vision to ensure overall success in sustaining elastic modular growth of platform

• Excelled in providing aggressive turnaround leadership, by driving productivity gains with the growing team of partners

• Simplified the complexity of daily operation by benchmarking best in class support and security of the technology & data

• Coordinated aggregation in the physician direction focused for development, clinical data implementation, warehouse design continuous to be capable integration, of 100s continuous of terabytes deployment, of data scaling data

• Executed outperform delivery global of competition, the Medikly by marketing accelerating automation the synthesis platform of disparate to empower data pharmaceutical to aggregated information, and advertising and in agencies turn to transforming critical business intelligence, enabling clients’ wisdom to make world class decisions Diageo July 2014 – October 2014

Senior Project Manager, Data Analytics & Reporting Architecture (BRM North America / GDBS) Norwalk, CT

• Managed knowledge transfer from 8-12 Infosys partners to a 3-6 person Agile team with Agile Coach responsibilities

• Assisted management of Diageo Insights Analytics vision for presentation to Global CIO & CFO

• Designed creating PowerPivot, and Implemented PowerView complex and Tabular Power-Map cubes Visualizations in SSAS/SSDT deployed 2013 and to Excel users 2013 using interpreting Office 365 and MDX/SharePoint DAX for 2013

• Picked up where Infosys team left off by developing Enterprise Analytics for NA Diageo Insights Data warehouse

• Created sources like Source Oracle to Target databases(Mappings, 11g), Flat Conceptual, files, FTP, Logical Excel, and Theobald Physical PPV/Data XtractIS, Models SAP: using Business TOAD Data Warehouse Modeler (BW) for various / Business Explorer (BEx) / BusinessObjects Data Services/Integrator (BODS/BODI), etc

• Created Dashboards Enterprise included reports drill down using reports, SQL Server parameterized 2014, Visual reports, Studio linked 2013 (SSDT/reports, SSIS) sub and reports, Excel filters, 2013. slicers, Reports charts and for Profit New Opportunity and Loss (P&Locator L), Income (Discovery) & Expense, and Planning Business & Process Forecasting, Management Demand (BPM) & Supply, Finance, Inventory Management,

• Conducted Excel 2013 Design as a Self Review Service Meetings, Power BI Technology model reducing Upgrade dependencies workshops on and the Report Developers training & Analysts for End Users, to check helping Data Integrity Users use

• Reverse Engineered reports in Microstrategy 9 & re-designed them in Excel 2013 PowerView & PowerPivot using Tabular Cubes in SSAS

• Designed using SQL and Server implemented Data Tools complex 2013 (SSIS) ETL transformations by developing, scheduling and deploying complex packages

• Managed transformations, Deployment, look up Job transformations, Schedules and ETL fuzzy process lookup including transformations, designing MERGE-complex JOIN, script derived tasks, columns using BULK and data transformations from several servers / sources as well as multiple file types References Available Upon Request Page 5 of 8

Honda Aero February 2014 – May 2014

Lead Microsoft BI Trainer (Fujitsu engagement) Burlington, NC

• Gathered training exercise requirements for Oracle Developers looking to enable a Microsoft Data Warehouse

• Lead Microsoft Power BI Training in SharePoint, SSAS, SSIS and SSRS

• Developed SSIS packages for Honda Aero team to replicate connecting to additional data sources Bank of America October 2012 – December 2013

Senior • Introduced Data Architect, Risk Aggregation SSIS, SSAS, and SSRS Discovery & SharePoint tools, Application while acting Developer as Agile Coach (End & User Product Computing) Manager Hopewell, (EUCDW) NJ

• Constructed End User Computing data-warehouses for reports displayed on SharePoint o Designed (Exchange, SSRS Public reporting Folders, and Routing Implemented and Secure SSAS Email)Tabular/, Hosted OLAP Virtual Cubes Desktop, for: Instant SharePoint Messaging, and Email WebEx Product Management teams

• Developed many types VS/of stored SSIS packages procedures, using generated 2012 project variables configuration, and executed For, Foreach TSQL statements and Sequence (bitmask loop manipulation containers, with row_number analysis in CTE, Merge and other SCD components to update or insert)

• Coordinated big data efforts with Splunk team

• Compiled requirements from a variety of product managers across End User Computing o Analysis of requirements and creation of the BEAM model spreadsheet for about 200 reports o Utilized the Agile Data Warehouse Design Modelstorming Methodology with SCRUM o Defined categories for SLAs/Key Performance Metrics (KPIs) across a variety of dimensions

• Leveraged Microsoft Project and Team Foundation Server to coordinate Agile Data Warehouse Design efforts o Assisted in implementation of web-based work item tracking system using TFS 2012/2013

• Designed an architecture for new environment to use to support SQL 2012 SSAS / SSIS & Tabular data stores

• Documented server deployment build process of replacing existing reporting infrastructure

• Built out 10 development servers according to the build document

• Gained access and documented all source data systems

• Worked with a custom data extractor for exporting of data from Oracle, Netezza, SharePoint or MS SQL

• Creation of Conformed User and Organization dimensions based on Active Directory and other data sources

• Managed Sheets); Lightswitch development interface and delivery (Public of Folder several Remediation)tools including ; many an InfoPath PowerView/CRM PowerPivot (Product Management Excel reports Call tied to cubes and Adobe Captivate videos.

KPMG May 2012 – August 2012

Data • Documented Analytics Architect, attributes Information and Business Technology Process Modeling Services / (ITS Management Enterprise (BPM) Architecture) around data analytics Montvale, licensing NJ / NY, NY

• Mapped technical entities between information asset taxonomy and pilot technical intake questionnaire

• Developed Licensing Inventory Management Database: included Support, Training, Performance Metrics & SLAs

• Implemented Business Object foundation Modeling; for Client governance Server Architecture; process around Distributed Information Architecture Lifecycle Management Data Warehousing; (ILM), Metadata including Governance; Network Management Principles; Unified Modeling Language (UML) with Use Case Development.

• Defined infrastructure environment necessary to support applications architecture

• Prepared continuous improvement options CMMI, Six Sigma and Agile Development Methodology with SCRUM.

• Participated business function in researching Proof of Concepts production and test Proof Pilots, of Technology vendor scorecard, evaluations Key Performance including: Metrics (KPIs) and

• ACL Audit Exchange

• Alpine Miner

• Apache Cloudera Hadoop

• CaseWare

• [Smart EMC IDEA Greenplum Server, Exporter SAP Connector]

• HP

• [IBM Autonomy IDOL 10, Vertica]

[Cognos, Infosphere, Netezza, SPSS]

• Informatica Powercenter

• Microsoft BI Tools

[(Business BIDS); SQL Intelligence Server Analysis Development Services Studio (SSAS); SQL SQL Server Server Integration Data Quality Services Services (SSIS)(SSDQS); ;

• SQL SQL Oracle [Endeca, Server Server Exadata, Management Reporting OBIEE, Services Studio OBIU, ((SSRS)SSMS)ODM] ] ;

• Oversight Systems

• R Statistical Analytics

• SAP Business Objects

• SAS

[DataFlux Analytics, Data BI Dashboard, Management Platform, Enterprise Information BI Map Server, Studio, Enterprise MDM Data Guide, Integration Server, Web Report Studio]

• Tableau

• Tibco Spotfire

• QlikTech QlickView

References Available Upon Request Page 6 of 8

Merrill Lynch Bank of America June 2011 – February 2012 Agile Coach/BA/PO Managed Data Platform Architecture Team, Global Markets Op Technology Jersey City, NJ

• Documented Financial Securities Operations Data Structure Design

• Translated technical requirements into stories

• Uncovered acceptance associated criteria based Information on real world Lifecycle scenarios, Management utilizing (ILM) Business workflows, Object Modeling; data and business Business rules Process as well Modeling as define / Management Metrics (KPIs)(; BPM)Master ; Client Data Server Management Architecture; (MDM)Distributed ; Metadata Governance; Architecture Network Data Warehousing; Management SLAs/Principles; Key Performance Unified Modeling Language (UML); Use Case Development+Scrum meetings transitioning from Waterfall to Agile SDLC Methodolog

• Derived messages Trade for developers Settlement, from Straight CSW Through (Client Service Processing, Workstation) Post Trade Application Processing to fields the Managed and mapped Data Platform, data transaction a large scale distributed using Altova system, XMLSpy, with PowerDesigner, replication, disaster PowerView/recovery, PowerPivot metadata in governance, Excel, SharePoint retiring Designer, potentially Visio, 270 Atlassian legacy applications, JIRA, etc

• Coordinated communication with cross-functional team in order to provide status updates

• Highlighted project risks to management

• Delivered cross-functional team members Agile/Scrum Methodology news communication and training

• Managed an offshore team with project re-platform from SQL Server 2000 to SQL 2008 Clustered Environment ICBC Financial Services (Bought Fortis Division from BNP Paribas – Transition) September 2010 – March 2011 Custody Lead Development Data Architect / Product Manager, Clearing and Financing Reporting New York, NY

• Gathered specification system in technical requirements documentation via Agile/as SCRUM well as design additional sessions roles to like determine Product scope Owner and and ensured Agile Coach appropriate functional

• Visualized Management data (BPM)flow ; requirements Extract Transform in Visio Load by (exploring ETL); SLAs/Business Key Performance Object Modeling; Metrics Business (KPIs); Information Process Modeling Lifecycle / Management Use Case Development (ILM); Master Data Management (MDM); Metadata Governance; SQL; Unified Modeling Language (UML); and

• Lead routines product in SSRS, design SSIS, discovery SQL Server and 2008, development Business of Intelligence database architecture, Development further Studio optimization, (BIDS), Access testing and Excel and debugging with Visual Basic for Applications (VBA)

• Mapped entire SDLC, data leading relationships, to the Custody schema Reporting and procedures Platform to produce delivery a of Data 34 English Warehouse and Mandarin with Data Chinese Mart models Reports encompassing per client the

• Covered Reporting on Stock Loan, Securities Lending, Custody Positions, Trade Settlement & Post Trade Processing

• Applied extremely detailed usable, knowledge performed of well design and principles were consistent and user across needs product to ensure line that user interfaces were of high quality,

• Conducted design walkthroughs, demos and functionality feedback sessions with internal stakeholders Citigroup May 2008 – March 2009

CEP Officer, Operations and Technology – CTI Financial Control: Capital Planning and Analysis New York, NY

• Ensured $Millions in capital expenditures and commitments were properly evaluated, reviewed & approved

• Collaborated with line of business CFOs and Directors to facilitate IT Project Management Merrill Lynch November 2007 – April 2008

Senior Capital Analyst, Retirement Group – Global Private Client (GPC) Hopewell, NJ

• Developed and produced analytics around key business initiatives related to asset retention

• Interpreted results of analytics produced and provided a clear and succinct summary to management

• Executed strategies by managing projects and working with other key business units that support the initiative

• Responsible collected by RES for improving and then oversaw the level all of aspects business of intelligence data management, collected including by the RES campaign team, by deployment determining and what analytics, data should data be integrity, representative CRM tool usage rates, and the integration with the Dynasight reporting system

• Produced Siebel, Oracle task Hyperion integration Data with Relationship Access, Acxiom, Management Campaign and Automation Essbase, SQL, Tool, PowerPoint, Citrix, Excel, Word Lead Management System, MIDAS,

• Scrubbed prior relationships against Do Not Call records

• Researched Modeling; Business Information Process Lifecycle Modeling Management / Management (ILM) (workflow BPM); Distributed across data Architecture warehouses, Data including Warehousing; working Extract on Business Transform Object Load

((ETL)UML); ; Key and Performance Use Case Development Metrics (KPIs); Master Data Management (MDM); Metadata Governance; SQL; Unified Modeling Language

• Improved business intelligence by developing data analytics around asset retention, new customer acquisition, lifetime value, and trends References Available Upon Request Page 7 of 8

Merrill Lynch September 2007 – November 2007

Senior Marketing Analyst, International Wealth Management and Insurance New York, NY

• Designed Business Intelligence reports to gage print use and web traffic

• Constructed Key Performance Metrics (KPIs) and data analytics queries Merrill Lynch June 2007 – August 2007

Six Sigma Analyst, Global Support Services New York, NY

• Revamped expenditures business by aggregating intelligence data Key analytics Performance from travel Metrics partners (KPIs) to reduce employee air, rental and hotel Reed Elsevier November 2005 - January 2007

Electronic Production Engineer EPD US Periodicals Philadelphia, PA

• Led control efforts of medical to establish journal’s wiki online platform, PDF while and XHTML communicating content. with Attended journal XML-managers Group discussions, to implement directly quality related to the work environment

Merrill Lynch January 2005 – November 2005

Client Relationship Management Consultant, Equity Sales CRM New York, NY

• Analyzed Custom CRM workflow to convey usability and effectiveness through focus groups

• Assessed requirements and communicated via Business Object priorities Modeling; for portfolio Business managers, Process Modeling to help improve / Management productivity, (BPM)translating ; SLAs/Key Performance Metrics (KPIs); Unified Modeling Language (UML); and Use Case Development Merrill Lynch July 2004 – December 2004

Sarbanes Oxley Consultant, Global Technology and Services New York, NY

• Executed relevant document retrieval from divisional managers, to comply with SOX regulations

• Organized Key Performance Metrics (KPIs) deliverables for Accountants and Internal Auditors Merrill Lynch March 2003 – October 2003

Global Sales Specialist, Alternative Investments Group Princeton, NJ

• Clarified Investments financial Group analysts’ e.g. Hedge inquiries Funds, to Managed evaluate Futures, multiple Exchange investment Funds vehicles and Private provided Equity by the products Alternative Merrill Lynch August 2002 – March 2003

Reconciliation Analyst, High Yield Fixed Income Investment Management Princeton, NJ EDUCATIONAL, • Reconciled at accommodating Fixed LEADERSHIP, Income banks Security Trade INTERNSHIPS Settlement and Post & PROFESSIONAL Trade Processing by communicating EXPERIENCE with analysts

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ADDITIONAL DATA SCIENCE INTEREST

• • • • Develop Analyze Visualize Create machine with projects with Dask, Matplotlib, learning with numpy, IDEs, and Bokeh, pandas, including deep Datashader, learning and Visual Numba models Studio and Holoviews with Code, Scikit-Jupyter, learn, Spyder, Tensorflow, and RStudio h20, and Theano References Available Upon Request Page 8 of 8

UNDERGRADUATE INTERNSHIPS & PROFESSIONAL EXPERIENCE UPMC Falk Computing and Media Center January 2000 – December 2001 Computer Solved Microsoft Consultant Windows and Apple Mac OSX computer software and hardware desktop support issues. Pittsburgh, PA Whiz Bang Labs January 2000 – December 2000

Development Tester for Artificial Intelligence Engine Pittsburgh, PA Big Words January 2000 – December 2000

Campus Stimulated Marketing brand awareness Consultant among campus individuals and organizations using Pittsburgh, high-energy PA and marketing. San Francisco, CA The Knowledge Conservancy April 2000 – December 2000 Director Developed of vision Development with board members & produced informational literature to target industry administrators. Pittsburgh, PA Price Waterhouse Coopers May 1999 – August 1999

Consultant Prepared Managed Excel extensive spreadsheets PowerPoint and presentations, Microsoft Access including database. charts, graphs and Key Performance Metrics New (KPIs)York, . NY Pfizer May 1998 – August 1998

Consultant, Updated technical

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