•Collect, extract, query, clean, and aggregate data for analysis. •Gather, store and organize data using SQL and Git. •Perform visual and statistical analysis on data using Python and its associated libraries and tools. •Craft and share compelling narratives through data visualization. •Build and implement appropriate machine learning models and algorithms to evaluate data science problems. •Compile clear stakeholder reports to communicate the nuances of analyses. •Apply question, modeling, and validation problem-solving processes to data sets.

American Airlines | Sep 2017 - Sep 2021

Customer Relations Specialist || Proactive Resolutions || Program Developer

•Responds directly to high-revenue Executive and ConciergeKey customers on behalf of American Airlines senior and executive leadership to pursue creative solutions for service failures. •Investigates customer complaints using a variety of software systems and provide compensation where appropriate. •Liaises with numerous internal partners such as Media Relations, Social Media and ConciergeKey desk and other operational departments within the airline to facilitate resolution, customer retention, and business development.

Horizon Air | Mar 2016 - Mar 2017

Agent

In a career and industry pivot, acted as turn coordinator agent in the day-to- day ground handling operation of Alaska Airlines’ regional carrier, Horizon Air. Continuously evaluated and recommended process and procedure improvements in order to achieve maximum operational efficiencies.

BMO Family Office | Jun 2014 - Mar 2016

Associate Consultant

I provided our clients a suite of integrated wealth management services in small client facing service teams including: • Global asset allocation modeling utilizing advanced analytics and tools for manager selection. • Coordinate with senior consultants and research directors on portfolio construction and investment manager recommendations. • Identify business problems with data or client reporting and work to remedy by coaching and/or managing the process from end-to-end. • Frequently interface with end client representative family members or family office personnel to address any/all client concerns or questions. • Oversee implementation of selected investment managers/strategies across complex asset class and portfolio structures. • Ongoing portfolio monitoring. • Investment policy statement creation and development. • Leverage existing portfolio performance indicators as well as develop new portfolio KPI's/ metrics to enhance and drive business development. • Partner with internal IT professionals in utilizing and enhancing data pipeline capabilities to enhance customer reporting and data quality.

Charles Schwab | Dec 2010 - Jun 2014

Investment Manager Analyst- Investment Management Consulting Group

• Delivered customized investment proposal software training which included in-depth research functionality that allowed advisors to analyze money managers and investment products based on specific criteria creating professional-looking, customized proposals. • Consulted and educated Schwab Financial Consultants and Registered Investment Advisors about separate managed account platform offerings available at Schwab. • Conducted investment manager searches and screens within the SMA platform offerings to help drive platform business development by leveraging existing industry databases and tools. • Developed custom portfolio allocation design based on end-client’s risk tolerance, goals, time horizon, and level of sophistication. • Created dynamic customized proposals and presentations with emphasis on modern portfolio theory (mpt) statistics. • Acted as subject matter expert with respect to Schwab’s proprietary due diligence SMA platform covering 90 strategies across the investment style spectrum. • Developed rapport with internal colleagues and other business units within the firm to raise profile of the team.

Charles Schwab | Nov 2009 - Dec 2010

Associate Financial Consultant

• Conducted proactive outbound sales calls to existing Schwab clients, identified opportunities through needs based analysis and positioned appropriate products and solutions. At times, partnered with subject matter experts, peers and managers. • Established initial relationship development with walk-in clients and/or prospects to understand investment goals and objectives to position various suitable offerings, based upon individual needs. • Identified and referred additional opportunities to Branch Financial Consultants. • Delivered unparalleled value and outstanding service.

Charles Schwab | Sep 2005 - Nov 2009

Client Service Specialist

• Proactively uncovered additional business development opportunities. • Greeted clients and prospects as they arrive at the branch. • Delivered unparalleled value, outstanding service and provided a positive client experience. • Assisted the Branch Manager and sales staff with meeting client's needs.

Charles Schwab | Mar 2004 - Sep 2005

Client Service Representative

• Assisted Schwab Bank clients to navigate our products and services including deposit accounts, online bill pay, money-link, and debit cards. • Demonstrated energy, empathy, and problem solving skills while delivering unparalleled value and outstanding service to our clients via the phone, taking approximately 30 to 60 inbound calls per day. • Collaborated with others on a small team of 10 -15 Schwab professionals to resolve complex client inquiries, and developed knowledge of Schwab products and services. • Partnered with other internal departments to resolve client questions and follow up accordingly until the issue is resolved.

My Education

Take a look at my formal education

Certificate, Data ScienceGeneral Assembly | 2021

Master's Degree, MS FinanceSt. Mary's College of California | 2014

Professional Certificate, IMCA Certified Investment Management Analyst ProgramUniversity of Pennsylvania - The Wharton School | 2012

Bachelor of Arts (B.A.), PhilosophyArizona State University | 2003

About Me

Data Enthusiast Aspiring ML engineer

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