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MISSION STATEMENT Proven multifaceted leader with strong technical and analytical skills looking f or a challenging opportunity in a results

oriented and quantitatively driven env ironment CAREER Senior Manager, Analytics July 09 - Feb 2011 Senior Analyst August 07 - June 09 Marketing Effectiveness Team / Customer Knowledge Center *Leadership. Developed approach to scale global team following reduction in US s taff from 6 analysts to 1. Successfully led the project to transition day to day direct mail measurement responsibilities to off-shore team *Strategic Thinker. Provided targeting, messaging and budget allocation recommen dations to managers and senior leaders based on in depth analysis of 100+ campai gns within context of business environment *Predictive Modeling. Used time-series regression techniques to estimate relativ e attributions of marketing, economic and competitive factors to performance of over $100 billion of Fidelity's mutual fund annual sales *Brand Value Chain Modeling. Used vertically structured modeling techniques to e stimate impact of over $100 million of marketing spend on brand, distribution vo lumes and key performance indicators in the short and the long term *Experimental Design Expertise. Formulated a 2009 measurement plan for direct ma il and email that ensured statistical integrity while complying with learning ag enda and execution constraints. Managed offshore team resources and their assimi lation with the US based business. Team delivered accurate results for $15 milli on marketing spend across 30 million customer contacts *Direct Marketing Analysis. Uncovered new targeting opportunities through deep d ive analysis. Projects encompassed scope proposal, identification and resolutio n of data gaps and delivery of final results and recommendations to senior leade rs. Examples: Guidance/Funds promotions, HNW events, lead optimization *Extract-Transform-Load (ETL). Designed and managed development of time series m odeling data environment by integrating across multi-million record data sources and 8 different data marts. Project resulted in ~50% improvement in time to mar ket, increased data quality and enhanced reliability of modeling variables Analyst | Central Finance / Measurement and Analysis Team | July 05 - July 07 *Business Analysis. Coordinated process and implementation of several data wareh ouse development efforts. Responsibilities included data definition, user accep tance testing (UAT), and issue resolution *Problem Solver. Leveraged expertise in data and tools (SAS, BRIO) to bridge gap s in data systems to deliver information to senior management regarding activiti es related to customer development and retention. Work was recognized by Fideli ty President and reports are still in use today *Data Modeling. Developed data cubes and performed analysis on transactional and demographic data using multiple sources and research tools (SAS, Hyperion, Acce ss) *Consulting. Provided data modeling consultations across the organization to var ious levels/varying skillsets *Data Expertise. Data expert on customer and operational data and querying/analy tic tools. Developed and led series of training courses on use of the data wareh ouse and Brio - Hyperion tool. RELEVANT SKILLS MS Office:Expert: Excel, Access, Word, Power Point Modeling: E-Views 7, SAS *Programming: Advanced: SQL, Intermediate: SAS Programming Basic: HTML, Joomla W eb design *Business Intelligence: Expert: Hyperion/Brio Intermediate: SAS Enterprise Guid e, InforSense, Google Analytics Basic: Omniture Insight *Analytics: Market Mix Modeling, Brand Value Chain Modeling, Experimental design EDUCATION *Suffolk University, Sawyer School of Business; MBA in Finance, September 2008 *University of Maryland, Baltimore; Bachelor of Science, Financial Economics, Ma

y 2005 ACHIEVEMENTS *Fidelity "Eureka" Award - "Streamlining Process of Tracking Cost" November 2009 *Fidelity Brokerage Company - Semi-Annual Leadership Award June 2006 *Fidelity Investments - "On the Spot Award" 3x recipient

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