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Data Analyst
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Competencies
Demonstrated experience with Growth Analytics.
Demonstrated experience with Marketing Analytics.
Demonstrated experience with Customer Analytics.
Demonstrated experience with Product Analytics.
Demonstrated experience with Full-Funnel Analytics.
Education
Languages
Summary
Data Analyst open to new opportunities
Experience
VP, Wealth Management Marketing & Customer Analytics
Owned the end-to-end data and analytics strategy for customer growth, acquisition, and lifetime value across Wealth Management, serving as the analytical authority to senior leadership and driving enterprise-wide data-driven decision-making across Sales, Marketing, Product, and Finance.. Built and led a team of seven analysts across growth, lifecycle, product, and predictive analytics for an 800K high-net-worth consumer profile segment, aligning cross-functional insight delivery and talent development.. Built predictive lead-scoring, segmentation, and propensity models.. Introduced AI-driven data automation workflows for anomaly detection, automated insights, and prescriptive recommendations over a 14M-profile enterprise data product to reduce manual analytics and accelerate decision cycles.. Built KPI frameworks, self-serve dashboards, attribution-ready datasets, and channel performance inputs to guide investment decisions, optimize CAC/LTV, and shape growth strategy, budget allocation, and product roadmap decisions.
VP, Wealth Management Customer Insight
Led customer insights and growth analytics strategy, shaping product direction, sales effectiveness, and enterprise decision-making through behavioral intelligence and CRM-embedded personalization frameworks.. Embedded segmentation and behavioral insights into CRM workflows.. Designed experimentation frameworks and causal inference methodologies, translating results into clear recommendations for marketing, sales, and product stakeholders.. Maintained regulatory accuracy across analytics operations through governance, data automation, data quality controls, and performance management.
VP, Data & Web Analytics Lead, Wealth Management Digital
Founded Wealth Management’s digital analytics function supporting product adoption, acquisition, activation, and digital funnel optimization.. Promoted to VP while scaling Wealth Management’s analytics function, defining the data strategy, KPI governance, and measurement infrastructure that powered product decisions and digital acquisition.. Led digital, mobile app, and SEO analytics for Wealth Management’s Investments and Trust apps, translating customer behavior, search performance, and engagement signals into acquisition and activation improvements.. Designed KPI frameworks and measurement infrastructure for 50+ product and marketing initiatives.. Built 40+ dashboards and established data frameworks that improved decision velocity across Product, Marketing, and Digital teams.
Director, Database Marketing & Analytics / Senior Manager, Database Marketing
Owned the enterprise customer analytics and database marketing strategy.. Built acquisition models, targeting frameworks, and segmentation strategies that improved conversion and marketing efficiency.. Scaled a 20+ person analytics team and established the measurement and governance standards that powered sustained marketing growth.. Applied predictive analytics, customer segmentation, and targeting strategies to support Schwab Bank and mutual fund launches, partnering with Marketing Communications, Advanced Analytics, and Bank Operations to identify high-value audiences and accelerate product adoption.. Modernized enterprise database marketing infrastructure by integrating customer contact, campaign, and segmentation data across business lines, improving audience governance, targeting precision, and scalable campaign execution.