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Roopa Subbu is a seasoned finance professional with expertise in risk management, financial planning, and leadership. She has extensive experience in the financial industry, having worked with top companies such as Bank of America, Northwestern Mutual, and MetLife. Roopa holds a Master of Science degree in Finance and Management from Rensselaer Polytechnic Institute and a Bachelor of Science degree in Business Administration and Management from Skidmore College. She is also licensed to practice life, accident, and health insurance in Connecticut.

Credentials

  • Data Analytics Certification program
    oursecondinnings
    Aug, 2020
    - May, 2026
  • Learning Python
    LinkedIn
    Aug, 2020
    - May, 2026
  • Learning SQL Programming
    LinkedIn
    Aug, 2020
    - May, 2026
  • Machine Learning
    Oursecondinnings
    Aug, 2020
    - May, 2026
  • Project Management Foundations
    LinkedIn
    Aug, 2020
    - May, 2026
  • Life, Accident, and Health Insurance
    State of Connecticut
    Apr, 2014
    - May, 2026

Experience

    • Board Member
      • Feb 2014 - Present
      • Avon, CT

      VP Advertisement

  • Taron LLC
    • Avon, CT
    • Sr. Research/Data Analyst
      • Jan 2019 - Dec 2020
      • Avon, CT

      Lead data analyst in a startup investment. Data Analysis, data lake creation and management, review different financial statements to determine risk analysis, budget analysis and create visualization of data for presentations. The startup is modeled on helping the owner investment in various indu...

  • Bank of America
    • Farmington, CT
    • Home Equity Data Analyst
      • Aug 2015 - Jun 2018
      • Farmington, CT

      Led ACAPS team as expert in managing the home equity loan projects. Accountable for strategy, plans, processes, tools & implementation & maintenance. • Lead ACAPS expert in managing the home equity loan projects.• Collaborated with team members to prepare plans, deliverable timelines, co...

  • Northwestern Mutual
    • West Hartford
    • Financial Representative
      • Mar 2014 - Nov 2014
      • West Hartford

      Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, E...

    • Lead Litigation Business Analyst
      • Oct 2003 - Sep 2013

      Led the project driving Insurance claims under Litigations as well as continuous delivery by tools, processes, people and strategy. Delivered exceptional customer services and excellent stakeholder engagements.▪ Lead the Project of Litigation Claims involving bodily injury claims, damage developm...

    • FInancial Representative
      • Dec 2002 - Sep 2003

      Provided existing and new customers with a clear understanding of the products and services offered by Hudson River Bank & Trust Company (now First Niagara). Expanded the customer base by using successful selling techniques. Assumed financial responsibility in monitoring of income and expense...

Education

  • 2008 - 2012
    Rensselaer Polytechnic Institute - The Lally School of Management and Te...
  • 2001 - 2002
    Skidmore College
  • S

Suggested Services

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Industry Focus. “Financial Services”

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