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Work Experience
Senior Associate, Operations & Technology
Beacon Pointe Wealth Advisors• February 2019 - April 2020• Waltham, MA
> Maintained data consistency between both Tamarac and Salesforce CRM, while initializing 30–50 new accounts daily, totaling over $11 billion AUM in more than 24,000 active accounts > Took lead on multiple quarterly report review cycles, reconciling account performance issues for advisors from all offices, while also accounting for custom templates and requirements > Initialized new employees with permissions and network access using Active Directory and provided IT support to over 160 employees to 10+ nationwide partner offices, with occasional trave
Analyst
Findability Sciences• October 2015 - February 2017• Remote
> Wrote and scheduled SQL queries as part of ETL pipeline into MS SQL Server database, while also performing daily log review and data cleaning to account for changes in company policies, naming schema, and any potential errors > Displayed donor behaviors by developing a web dashboard, which integrated social media activity from both Twitter and Facebook into a unified visualization platform, ultimately increasing donor retention by ~15% > Used machine learning techniques such as NLP and sentiment analysis to generate summaries of comments and reviews left on client’s social media pages, as well as regression models and decision trees to predict donations > Took responsibility for relaying priority feedback and updates between client and developers across different time zones, ensuring project goals were clear, achievable, and delivered on time
Education
Boston University
Computer Science, MS• May 2022 - January 2024• CGPA: 3.47
University of Massachusetts at Amherst, Amherst
Mathematics, BS• September 2009 - May 2015