Download PDF

Work experience

Oct 2014Present

Enterprise Data Analyst

  • Leverage SQL and Excel expertise to provide client specific data analysis and custom data sets in the Defined Contribution (DCIO) and Registered Investment Advisor (RIA) markets.
  • Collaborate closely with Python Developers to identify errors and pitfalls in parser methodology and suggest potential ideas, fixes, and workarounds. 
  • Conveyed valuable insights to Product Managers and the Revenue Team which enhances the growth and selling power of various products.
  • Cleaned and performed QA throughout the life of a client deliverable.
  • Mined key financial data from public sources to be ingested into our proprietary databases.



Master of Science, Statistics

San Jose State University

Bachelor of Science, Applied Mathematics

University of California, San Diego