Keith Maher, CFA
Data Scientist at LPL Financial- Claim this Profile
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Bio
Credentials
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Triplebyte Certified Data Scientist
TriplebyteAug, 2020- Sep, 2024 -
Introduction to Computing in Python
edXJul, 2019- Sep, 2024 -
Chartered Financial Analyst (CFA)
CFA Institute -
Professional Risk Manager
PRMIA - Professional Risk Managers' International Association
Experience
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LPL Financial
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Financial Services
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Data Scientist
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2023 - Present
As part of the Strategy and New Venture group’s early-stage startup incubator, leverage experience and technical prowess to bridge requirements and the needs of users and underlying technologies through Agile planning, validation, and development of data-driven, intuitive, and extensible solutions across verticals. • Interview stakeholders, demonstrate designs, collect and measure usability data and feedback, and document needs. • Perform research, manage analytics efforts, lead advanced data science initiatives, and act as a subject matter expert responsible for architecting data integrations and API development. • Perform data exploration, collection, cleansing, organization, and visualization. • Design and optimize complex AI and ML models for predictive analytics. • Utilize low-code/no-code platforms for early solution ideation and development. • Work with business owners, data analysts, and application developers, to design, build and manage manual, automated, and real-time data pipelines utilizing various data analytics processing frameworks in support of a professional data science practice. • Maintain a broad understanding of implementation, integration, and inter-connectivity issues with emerging technologies to define data strategies. Show less
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Morningstar
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United States
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Financial Services
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700 & Above Employee
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Data Scientist/Quantitative Analyst
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2021 - 2023
Performed data cleaning, manipulation, and modeling to identify trends and insights in large and complex datasets. Conducted quantitative research and data analysis using statistical and machine learning methods. Communicated research findings and recommendations to internal stakeholders and customers. • Informed business and model methodology decisions by creating interactive data visualizations to communicate insights to business partners. • Improved performance of a portfolio valuation tool by developing predictive models using advanced analytical techniques. • Increased efficiency of complex business problems, such as the capital allocation rating process, by collaborating with cross-functional teams to identify data-driven insights and recommend solutions. • Ensured integrity and accuracy of data used for analysis and modeling by building and maintaining data pipelines using SQL and Python. • Guaranteed reproducibility and transparency by maintaining documentation of analysis procedures and results. Show less
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Analytica
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India
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Education Administration Programs
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1 - 100 Employee
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Data Scientist
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2020 - 2021
Applied statistical programming, modeling, visualization techniques, data mining, and forecasting skills to analyze public sector use cases. Collected, cleaned, and prepared data sets for input into statistical and computational models using Python and R. Investigated, tested, validated, and reported model results. • Enhanced models by performing feature engineering and attribute evaluation to identify key determinants for success that exist in the business process and within existing data sets. • Solved business problems by selecting and applying modeling techniques, including supervised and unsupervised machine learning, natural language processing, and graph analysis. • Improved client policymaking by visualizing results of modeling activities, depicting insights realized, and explaining relevance to the organization’s business challenges. Show less
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Veradigm®
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United States
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Hospitals and Health Care
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700 & Above Employee
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Senior Finance Manager
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2012 - 2019
Directed planning and forecasting process for two of company’s fastest growing business units, achieving financial targets related to revenue and overall expenses. Partnered with business unit leadership, driving profitable growth, gaining market share, and increasing productivity. • Improved operating efficiencies by communicating monthly reporting package to senior management, analyzing financial results, distilling key trends, and assessing current and future business risks and opportunities. • Increased return on investment by creating in-depth financial analysis for acquisition, new business development, and cost saving opportunities, ensuring strategic decisions met corporate profitability, return, and cash flow goals. • Enriched decision-making of senior leadership by performing ad-hoc deep-dive analysis, developing recommendations. • Enhanced planning process through better understanding of market sizes and future growth potential by developing and maintaining knowledgebase of healthcare IT market, including growth and competitive environment characteristics. Show less
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vertonic
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India
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E-Learning Providers
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Principal
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2010 - 2012
Performed market research, sizing opportunity and establishing viability for urban, infill multifamily development company focused on environmental sustainability. • Assessed business opportunity and recommended plan for growing business by describing potential products and development sites, identifying target customers, highlighting competitive strategy, analyzing economics and finances. Performed market research, sizing opportunity and establishing viability for urban, infill multifamily development company focused on environmental sustainability. • Assessed business opportunity and recommended plan for growing business by describing potential products and development sites, identifying target customers, highlighting competitive strategy, analyzing economics and finances.
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EYC Companies
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United States
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Real Estate
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1 - 100 Employee
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Business Development Manager
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2008 - 2010
Developed new products by pinpointing locations within high-growth target markets for $15M to $20M multi-family rental communities and negotiating land purchase contracts. • Improved operations by managing project due diligence process, including financial modeling and analysis, site planning and engineering, regulatory approvals, and environmental studies. Developed new products by pinpointing locations within high-growth target markets for $15M to $20M multi-family rental communities and negotiating land purchase contracts. • Improved operations by managing project due diligence process, including financial modeling and analysis, site planning and engineering, regulatory approvals, and environmental studies.
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BB&T Asset Management
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United States
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1 - 100 Employee
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Analyst/Portfolio Manager
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2005 - 2008
Performed fundamental research through meetings with company leadership and industry experts, analysis of SEC filings, attendance at investment conferences and industry trade shows, and having conversations with competitors, suppliers, and customers. Created comprehensive research reports assessing corporate strategy and execution, competitive position, growth opportunities, cash generation, capital management, quality of management, and valuation. Expanded awareness of potential opportunities by clearly articulating investment ideas to portfolio managers. • Improved fund performance by identifying potential investments in companies with superior competitive positions, trading at a discount to fair value. • Increased mutual fund sales to existing customers and advisors in addition to potential clients through in-person presentations and media appearances on CNBC, Bloomberg TV, Reuters, MarketWatch Radio and Online. • Advanced fundamental and valuation analysis by designing and programming database application for storing key corporate financial data. Show less
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Roxbury Capital Management
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Investment Management
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1 - 100 Employee
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Analyst/Portfolio Manager
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2003 - 2005
Carried out fundamental analysis through meetings with company management, industry consultants, and sell-side analysts. Gathered and analyzed company financial statements and industry information to forecast business and industry conditions. Created summary sheets for prospective stock holdings, laying out investment thesis, possible risks, detailed valuation and profitability characteristics. Conveyed analysis results and buy-and-sell recommendations to portfolio managers, widening awareness of potential investment opportunities and risks. • Increased return on investment of portfolios by recommending companies with significant barriers to entry that market undervalued. • Expanded fund product line and assets under management by introducing and co-managing a science and technology portfolio with Roxbury’s health care analyst. • Improved customer relations via quarterly shareholder letter, analyzing portfolio performance and market conditions. Show less
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Education
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2019 - 2020
Georgia Institute of Technology
Master of Science -
The University of Texas at Austin - Red McCombs School of Business
MBA -
Virginia Tech
Bachelor of Science
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