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Systems & Process

• Rebuilt the core report shell: automated branding/white-labeling that had been done by hand, and added versioning, conditional logic, and exception-handling.

  Senior Analyst · Analytic Marketing Partners (AMP) · Sep 2016 – present

  Workflow Automation

• Consolidated three separately-maintained versions of the same report — often out of sync with each other — into one data-driven shell.

  Senior Analyst · Analytic Marketing Partners (AMP) · Sep 2016 – present

  Workflow Automation

• Overhauled a client's manual data-selection process — replacing a slow, manual, copy/paste-and-highlight workflow with a tool built on their existing Google BigQuery setup, giving them instant feedback on selections and full control over their own parameters.

  replaced a fully manual selection process with instant, self-service control

  Senior Analyst · Analytic Marketing Partners (AMP) · Sep 2016 – present

  Workflow Automation

• Taught classes to senior advisors and ran product design for most agents in-office.

  Advanced / Personal & Business Planning Analyst · Northwestern Mutual · Jan 2013 – Sep 2016

  Training & Curriculum Design

• Rebuilt new-agent production tracking end to end and shipped macros/dashboards giving agents real-time visibility into daily, weekly, and monthly goals.

  Director of District Reporting & Training · Northwestern Mutual · Jan 2011 – Jan 2013

  Workflow Automation

• Developed and maintained the new-hire curriculum.

  Director of District Reporting & Training · Northwestern Mutual · Jan 2011 – Jan 2013

  Training & Curriculum Design

• Fixed a gap in NPS scoring so positive feedback stopped being miscounted as low scores when automated input misread a response.

  Billing → Customer Service → Retention Specialist · GEICO · Nov 2006 – Apr 2008

  Process Reverse-Engineering

• Rebuilt the inventory ordering process so restocks actually matched what was selling.

  Nature Center Attendant · Ocean Lakes Family Campground · Jun 2006 – Aug 2006

  Workflow Automation

• Wrote a plain-language shark-teeth identification guide so beachgoers could ID their own fossil finds.

  Nature Center Attendant · Ocean Lakes Family Campground · Jun 2006 – Aug 2006

  Training & Curriculum Design

• Started running short wildlife trainings for visitors most afternoons.

  Nature Center Attendant · Ocean Lakes Family Campground · Jun 2006 – Aug 2006

  Training & Curriculum Design