Experience

SaverLife

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

• Research Analyst

  • Mar 2020 - Present

  San Francisco, California, United States



Equilar

• United States
• Information Services
• 1 - 100 Employee

• Associate Research Manager

  • Feb 2019 - Jul 2019

  Redwood City, California Headed integration of Salesforce and Pardot databases via SQL to generate analysis of factors affecting client retention and prospective client success rate. Ideated and led team in the use of Python to create graphs for reports, reducing time spent from the design team from one week to one hour. Created semi-automated program and procedure for managing workload and project assignment on a weekly basis to every individual in the research department, as well as the assessment of… Show more Headed integration of Salesforce and Pardot databases via SQL to generate analysis of factors affecting client retention and prospective client success rate. Ideated and led team in the use of Python to create graphs for reports, reducing time spent from the design team from one week to one hour. Created semi-automated program and procedure for managing workload and project assignment on a weekly basis to every individual in the research department, as well as the assessment of their performance to said assignment.

• Research Specialist

  • Feb 2017 - Feb 2019

  Redwood City, California Integrated inhouse SQL databases as well as that of Capital IQ with main research database to improve the accuracy of outputted data. This necessitated the creation of queries that ran in a fraction of a percent of the previous runtime. Automated routine tasks within the company via VBA templates. These included the creation of dashboards, common SQL pulls and recurring emails. In most cases, resulted in reduction of required user time by over ninety percent.

• Senior Research Analyst

  • Feb 2016 - Feb 2017

  Redwood City, California Managed relationships with both offshore teams (Prople and Upwork). This entailed negotiation of contracts, assessment of efficacy and hiring new talent. These teams were responsible for well over fifty percent of the research workload accomplished throughout the year. Held classes for the development of the research team in relevant skills and fields including SQL, VBA, Excel and general industry knowledge. Spearheaded adoption of new software and protocols such as PostgreSQL, Python… Show more Managed relationships with both offshore teams (Prople and Upwork). This entailed negotiation of contracts, assessment of efficacy and hiring new talent. These teams were responsible for well over fifty percent of the research workload accomplished throughout the year. Held classes for the development of the research team in relevant skills and fields including SQL, VBA, Excel and general industry knowledge. Spearheaded adoption of new software and protocols such as PostgreSQL, Python and pgAdmin 4.

• Research Analyst II

  • May 2015 - Feb 2016

  Redwood City, California Corresponded with media outlets such as the Wall Street Journal, New York Times and Associated Press to realize publications establishing Equilar as a recognized name and thought leader. Partnered with E-Trade and RR Donnelley to create annual reports on various aspects of executive compensation, which would be used to create sales leads; the CEO Pay Strategies report in particular generated 128 leads and $32k in near-term sales.

• Research Analyst I

  • Aug 2014 - May 2015

  Redwood City, California Planned execution of busy season, which covered assessment of current capacity, projection of future workload and expansion/reallocation of team members. Successfully increased team size by fifty percent and completed resultant busy seasons within service license agreements. Led primary team responsible for auditing executive compensation data. As this was the majority of our client-facing data front, accuracy was imperative and we kept client-found errors within a single-digit count.



Woodland High School

• Lead Tutor

  • Sep 2012 - Jun 2014

  Woodland, California Managed and executed initiatives to help improve CAHSEE pass rate, college admission and funding for the Learning Center program. This included an overhaul of the system we used to track progress and our outreaches to each student, making it more streamlined and improving our own accountability of the process.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern II

  • Jul 2013 - Nov 2013

  Sacramento, California Constructed investment strategies with heavy emphasis on option strategies. Research was conducted using both technical and quantitative analysis techniques. Presented investment strategies to a group of both supervisor and peers to be explained and defended as necessary.