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Allan Wu

Product Manager

Bank of America

Technologies

My Portfolio Highlights

My New Track

SQL for Business Analysts

My New Course

Introduction to Python

Analytical pathfinder, blazing trails to new insights and discoveries.

My Work

Take a look at my latest work.

course

Introduction to R

course

Introduction to Python

DataLab

Introduction to Python

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

Bank of America | Jul 2017 - Present

Vice President, Data Insights- CashPro Product Manager at Bank of America

CashPro is Bank of America’s flagship B2B payments platform. Resolved issues with manual operations & documentation with automated digital reporting and self-service dashboard, giving our product managers actionable insight on product performance & clients interactions. Improved client relationship management with data driven insights. Responsible for strategy roadmap & execution. Hands on with SQL, Excel, Tableau, & Alteryx.
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Betterment | Sep 2016 - Mar 2017

Customer Success

Data Analysis and Reporting: Leveraged SQL queries and Excel to manipulate financial data, producing customized ad-hoc reports for performance metrics and reporting purposes, contributing to data-driven decision-making. Client Relationship Management: Delivered exceptional client support to a diverse portfolio of 300+ retirement plans, fostering strong relationships with plan sponsors. Responsively addressed plan sponsor inquiries via phone and email, enhancing client satisfaction and retention.

Goldman Sachs | Aug 2013 - Sep 2016

Compliance Project Manager

Produced accurate and timely responses to regulatory requests & audits. Coordinated across divisions, including Trading, Operations, Finance, and Legal.

CIT | Jan 2013 - Jun 2013

Compliance Process Analyst (Consultant)

Updated and maintained Compliance training records on CIT’s Learning Management System and internal shared drives. Established central organized and detailed records for the Compliance Testing Teams.

LG Electronics | Oct 2011 - Jan 2013

SPIFF Claims Analyst

verification of 3000+ national accounts, resulting in an approve average of 1.7MM and saving $300K in commission fraud per month

My Education

Take a look at my formal education

Skidmore College

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