Experience

Trellance

• United States
• Financial Services
• 100 - 200 Employee

• Managing Director, Credit Union Data Exchange Operations

  • Jul 2023 - Present

  Trellance, a leading technology partner providing innovative analytics, cloud, and talent solutions to credit unions, in partnership with the Filene Research Institute and participating credit unions, is creating a Credit Union Data Exchange. The data exchange will allow participating credit unions to reap the benefits of a large, shared data pool enabling them access to insights on par with the largest US Banks. Trellance has brought in Adam Wright as the first leader solely allocated to enabling the Data Exchange's creation and success. Show less



Nousot, Inc.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Strategist and Delivery Lead

  • Feb 2022 - May 2023

  Strategy Lead focused on delivering business value by implementing strategic business use cases on industry-best platforms and applications for Financial Services and Insurance, including predictive analytics, reporting, and self-service enablement. Strategy Lead focused on delivering business value by implementing strategic business use cases on industry-best platforms and applications for Financial Services and Insurance, including predictive analytics, reporting, and self-service enablement.



Accenture AI

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Digital Strategy Principal

  • Mar 2019 - Feb 2022

  Conducted Digital Transformation Strategy & Delivery for Financial Services & Insurance clients. Focused on use case driven roadmaps designed to deliver business value early and throughout the transformation. Led delivery of business solutions to bring automated reporting and analytics into modern, cloud architectures. Conducted Digital Transformation Strategy & Delivery for Financial Services & Insurance clients. Focused on use case driven roadmaps designed to deliver business value early and throughout the transformation. Led delivery of business solutions to bring automated reporting and analytics into modern, cloud architectures.



CUNA Mutual Group | AdvantEdge Analytics Consulting (Client of Accenture AI)

• Principal Consultant

  • Mar 2019 - May 2020

  Senior practitioner providing end-to-end data and analytics consulting tailored to the credit union industry. Leads strategy and roadmap engagements and advise-build-enable services across all data and analytics dimensions including governance, platform selection, business intelligence, and advanced analytics. Focused on the proper scope and scale to meet individual client credit union needs with actionable insights, and drive value early and throughout the data and analytics transformation journey. Show less



USAA

• Financial Services
• 1 - 100 Employee

• Lead Decision Scientist, Enterprise Data & Analytics Consulting Services

  • Jul 2016 - Feb 2019

  Led innovative data and analytics solution development within an internal enterprise consulting group. Machine learning, data integration, and interactive data visualization to illuminate complex processes and inform decisions currently underserved by analysis. - Customer Journey Analytics - Test and Learn - Digital Marketing Analytics and Predictive Modeling Led innovative data and analytics solution development within an internal enterprise consulting group. Machine learning, data integration, and interactive data visualization to illuminate complex processes and inform decisions currently underserved by analysis. - Customer Journey Analytics - Test and Learn - Digital Marketing Analytics and Predictive Modeling



Clarity Insights

• United Kingdom
• Market Research

• Principal Consultant

  • Jun 2013 - Jun 2016

  While working for a Fortune 100 financial services and insurance company, successfully completed and delivered numerous solutions involving predictive modeling and exploratory data analysis in financial crimes analytics, marketing campaign optimization, and call center operations. • Conducted extensive exploratory analysis and developed proof of concept models to score probabilities that dotcom logins were fraudulent. Enabled optimized roll out of enhanced authentication tools by simultaneously calculating fraud risk and controlling for false positive impacts. • Delivered a family of 19 product-specific propensity models to enable leads marketing prioritization, resulting in an estimated increase of $51 per lead event (5yr NPV) in the first 20%, and enabling follow-on optimization efforts. • Conducted exploratory data analysis producing a call priority schema for wealth products which demonstrated the ability to reduce gross call volume by up to 26% without decrease in acquisitions. • Designed digestible, interactive tree charts to illustrate non-taker trends across multiple products, enhancing discussions and informing decisions and follow-on analyses. Show less



U.S. Army Human Resources Command

• United States
• Armed Forces
• 1 - 100 Employee

• Operations Research Analysis Manager

  • Aug 2010 - May 2013

  Led a 9-person team of senior operations research analysts developing models to predict human capital supply and demand, and determine the resulting optimal distribution of the enlisted force. Trusted key advisor to executive Army leaders on Army-wide enlisted manning planning, execution, and policy. Included in closed door sessions with senior leadership for all enlisted management issues. - Completed process improvements saving the Directorate 30,000 man-hours worth $800,000 annually. - Bridged strategic and operational levels – advised leaders on options and makes sound recommendations. - Turned decisions into new systems or processes, guidance for execution. - Wrote information papers, briefed senior leaders, and recommended courses of action based on analysis. - Designed and managed information delivery/decision support products for the command. Show less



U.S. Forces - Iraq

• Operations Research Analyst

  • Feb 2010 - Aug 2010

  Overhauled and re-implemented the operational assessments framework for U.S. Forces in Iraq (USF-I) based on operations research best practices. Collaborated with all staff cells and command liaisons to develop, collect, weight, and score hundreds of measures of effectiveness and measures of performance that fed the assessment. - Presented the assessments results and interpretations to all levels of the USF-I Staff, with six General Officers in the approval chain en route to the Deputy Commanding General for Operations. - A visiting panel of OR experts wrote that the assessments framework was the “best they had seen” in over 60 such assistance visits. Show less



U.S. Military Academy, West Point

• Instructor/Analyst

  • Jul 2007 - Dec 2009

  Mentored Cadets and taught mathematical modeling, probability, and statistics courses. Served as a peer team leader for developing lessons, projects, and course exams. - Appointed as the Deputy Director for the Center for Data Analysis and Statistics, a consulting group that conducts analysis for research and decision support to defense agencies. - Volunteered as the Academic Officer Representative for the West Point Boxing Team. Mentored Cadets and taught mathematical modeling, probability, and statistics courses. Served as a peer team leader for developing lessons, projects, and course exams. - Appointed as the Deputy Director for the Center for Data Analysis and Statistics, a consulting group that conducts analysis for research and decision support to defense agencies. - Volunteered as the Academic Officer Representative for the West Point Boxing Team.


Ball State University
• Higher Education
• 700 & Above Employee
• Graduate Student

  • 2005 - 2007
• Executive Officer for the Director of Enlisted Personnel Management

  • May 2004 - May 2005

  Personal assistant to the Brigadier General directing the assignment process of all 420,000 Army soldiers. Managed executive correspondence, planned all executive travel, and tracked all information and leader tasks within the 500-person directorate. Ensured orders were executed on time and to standard, and that the Director's intent was met. Managed and coordinated actions of 3 executive secretaries. Personal assistant to the Brigadier General directing the assignment process of all 420,000 Army soldiers. Managed executive correspondence, planned all executive travel, and tracked all information and leader tasks within the 500-person directorate. Ensured orders were executed on time and to standard, and that the Director's intent was met. Managed and coordinated actions of 3 executive secretaries.

• Distribution Team Chief

  • 2003 - 2004

  Managed a 7-person team responsible for planning the distribution of all Army logistics, maintenance, and support career fields in accordance with senior leader guidance, operational priorities, and supply and demand signals. - Due to experience and professional skills, positioned as a key action officer for a major reorganization of the 100+ person Distribution Division to accommodate sweeping unit manning changes in the Army. - Coordinated with leaders, workers, and operations research analysts on the staff to formulate, propose, and implement new processes necessary to enable the reorganization to succeed. Show less



24th Infantry Division

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Officer and Enlisted Strength Manager

  • Jun 2001 - Jun 2003

  Managed the distribution of over 12,000 soldiers and officers to subordinate units at Fort Riley. Tracked strengths, coordinated with Army Staff to address critical skill shortages and key position vacancies. Prepared detailed executive reports for the Commanding General and his staff. - Automated the monthly Unit Status Report, ensuring accuracy and saving over 5,700 man-hours worth $100,000 annually. - Independently developed an HR database that provided accurate forecasts, identified shortages of critical skills, and produced executive reports that were available on demand for leaders at all levels. Show less