Work Experience

Before and after graduation from the University of Wisconsin-Madison in May 2018, I have held various roles in the insurance industry with multiple companies (spanning property/casuality and life/health). This includes an internship position supporting various areas in claims and full-time positions in corporate finance and investments. This has all led me to my current role as a data scientist at the State of Wisconsin Investment Board (SWIB).

Resume

My latest resume can be found here. It will be updated more when I am more tenured in my current role at SWIB.

State of Wisconsin Investment Board
Data Scientist, Intermediate: Dec. 2023 - Present (Madison, WI)

Stepping into my first role as a data scientist, my main focus has been on building out solutions for end users to easily grab data from the data warehouse, which comprises various sources through the years as systems are transitioned on and off. Each of these sources contain their own intracies and reside in their own schemas, which is why a large effort was put in to develop a unified data model, which is a custom architecture that blends the data in these schemas into a holistic framework that allows users to easily see similar metrics across systems.

Examples include:

  • Leading Snowflake table creation for the position, security, and derivative domains across various sources for unified data model.
  • Constructed Snowflake solution to properly pair positions across systems for Operations to properly close portfolios monthly.
  • Collaborated on data warehouse testing/validation of various portfolio metrics across sources (SimCorp & Bank of New York).

    • TruStage (formerly CUNA Mutual Group)
    Senior Analyst, Investment Support at TruStage Investment Management: Sep. 2021 - Dec. 2023 (Madison, WI)

    Supporting TruStage's investment arm (TruStage Investment Management), my main responsibilities centered around (1) assisting the portfolio managers and other investment personel with their data needs by constructing quantitative solutions and (2) building and tracking various investment performance and risk metrics. In addition to these, I also managed an intern over the summer of 2022.

    Quantitative Solutions Examples:

  • Led annual asset allocation competitor study comprising 60+ companies to inform competitive positioning and strategic asset allocation using NAIC statutory filings
  • Reconstructed proprietary mortgage loan pricing model into a web based application using R's Shiny package and Posit Connect that leverages BondEdge's APIs
  • Automated numerous workflows for efficiency gains, including Bloomberg PORT loads and option adjusted spread categorization by index, weighted average life buckets, and minor rating buckets
  • Converted numerous dashboards from Tableau to Power BI while updating logic to ensure reports maintained are still decision-useful
  • Refactored SQL queries from Microsoft SQL Server and Snowflake to enhance performance on pulls for reports in Excel, Power BI, and Tableau

    • Investment Performance & Risk Examples:

  • Modeled various investment metrics, most notably with portfolio tail risk, forecasted calls, and private equity income and NAV
  • Monthly monitoring of various risk metrics, including exposure limits and tail risk
  • Developed reports for showing option adjusted spreads by asset class versus a benchmark for monthly purchases and the total portfolio
  • Streamlined process to generate a glide path to meet our strategic asset allocation
  • Collaborated with leaders to determine and implement capital charges to arrive at appropriate net spread values for proper reporting

    • Senior Financial Analyst: Jul. 2020 - Sep. 2021 (Madison, WI)

    With my second full-time role in corporate finance, I supported IT through expense budgeting and leading the integration and development of Apptio, a technology business management application. Also, I assisted the broader corporate finance group by modeling various metrics and leading trainings on tools.

    Examples include:

  • Optimized revenue prediction models for commercial lending products through ETS/ARIMA methedologies in R
  • Developed application with R's Shiny package to streamline modeling efforts for better forecasting across finance
  • Built and tested financial pipeline through Alteryx & Power BI for more efficient financial forecasting
  • Collaborated with internal customers to build/manage budgets for IT totaling $158M
  • Enhanced financial reporting and monitoring by expanding Apptio capabilities and usage across the IT organization
  • Led training series on Excel's Power Query to colleagues across finance to build area's data proficiency

    • Financial Analyst II: Jun. 2018 - Jul. 2020 (Madison, WI)

    My first full-time role was in corporate finance supporting "Business Experience" which included the B2B sales team and the broker-dealer team. Mainly, I helped to streamline reporting efforts by leveraging technologies that others were familiar with (Excel based solutions). On top of this, I worked with a team of data scientists to develop my modeling and programming skills.

    Examples include:

  • Explored 700+ variables to determine predictive power for current models with RStudio, Apache Hive, Databricks, and Snowflake
  • Committed valuable metadata to database housing all model outputs using VIM, Git, and Azure DevOps
  • Collaborated with internal customers to build/manage budgets for Business Experience totaling $360M
  • Automated 40+ monthly financial reports with VBA/Excel's Power Query to save eight to ten hours monthly

    • American Family Insurance
    Auto Physical Damage Specialty Operations Intern: May 2017 - Jan. 2018 (Madison, WI)

    While still in college, my first role in the insurance industry supported multiple areas in auto claims: glass and emergency roadside services. This helped apply my learnings in school, gain a broader understanding of how the insurance industry works, and give back to the community.

    Examples include:

  • Aided in data analysis techniques by creating a program with VBA that locates and performs calculations with specific data
  • Performed statistical analyses to ensure continuous improvement through the lean framework
  • Partnered with Middleton Outreach Ministry (MOM) to address Dane County's affordable housing issue and earned $1000 for MOM
  • Ensured vendors adhere to strict quality standards during the initial contact with insureds