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Daniel Brockman
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General Analyst
Quantitative analysis of business problems and operations, and management.
Qualifications
- 4+ years of working experience in mathematical and statistical
problem solving, including graphics, probabilistic
assessments, planning, metrics, investment analysis, financial modeling
and research.
- SAS Certification, University of California, Berkeley.
- Superior written and oral communications skills.
- Ability to understand complex problems and suggest solutions.
- Ability to resolve problems effectively and negotiate solutions
that balance multiple needs and interests.
- Experienced liaison between business and technical domains,
leading projects and communicating effectively on both business and
technical topics.
- MS Finance, BS Mathematics.
- PMP Project Management Professional.
- 10+ years of experience with programming, design, development,
engineering and implementation of complex computer systems and
applications. Technologies mastered include SAS, Unix, Perl, shell
scripts, SQL, Windows, Teradata and other databases, Excel, Word,
PowerPoint, networks,
web technologies, legacy systems, various applications and programming
languages.
Statistical Analyst (contract). Wells Fargo Bank,
Bank Secrecy Act - Financial Intelligence Unit. San Francisco. 1/09 - present.
- Designed Distance Metric to measure similarity of classes of customers.
- Developed Effectiveness Metrics to demonstrate the usefulness of High Risk Customer Surveillance system and to tune the system.
- Analysis of unusual transactions to improve customer surveillance.
Product Analyst (contract). Wells Fargo Bank,
Money Market Solutions group. San Francisco. (contract), 4/07 - 1/09.
San Francisco.
-- Direct Pay product. Doubled in monthly volume to $200 million of payments (100 thousand payments) in 18 months.
-- Transfer Scheduling product. Launched in June 2007, payments increased from $440 million to $670 million (5 million transfers) monthly in 12 months.
-- Internet Banking Foreign Exchange Online product. Launched in January 2007. Grew from 119 to 680 customers in 12 months.
- Quantitative analysis of customer enrollments, transaction
volumes, channel statistics and claims for consumer and business
electronic payments products.
- Day-to-day oversight of electronic payments business operations
for product management.
- Facilitation of product stakeholder meetings and ad hoc defect
resolution teams.
- Liaison among product management, functional business groups,
customer service, systems development and systems operations.
Software Engineer (contract). Amazon.com. Seattle. 10/05 - 6/06.
- Liaison between search engine and website development staffs.
- Used regression analysis for website performance study.
- Documented flow of information to product display page for a client merchant.
Systems Engineer. Restoration Hardware. Corte Madera, CA. 6/04 - 9/05.
- RFPs and negotiations with vendors for application system enhancements.
- Created and programmed Signals Protocol for sequencing night batch jobs.
- Wrote programs automating manual nightly batch operation.
Research Associate. Mellon Capital Management. San Francisco. 5/01 - 12/02.
- Migrated investment research applications from SAS to FORTRAN.
- Wrote and revised programs to enhance input processing, regression analysis, modeling algorithms, metrics and reporting from dividend discount models.
- Wrote quarterly Canadian economic report.
Systems Engineer. Consultant, Independent Contractor. 3/96 - 4/01.
- Clients included Mellon Capital Management, NASA, Providian Bank, and others.
- For SBC Internet Services, organized colleagues in California, New England and Texas to redirect hundreds of thousands of retail customers to partner organization. Wrote Perl scripts to revise DNS tables.
- For startup PeopleTrends.com, organized staff and vendors to relocate production systems without loss of service. Also, organized website performance committee and recruited staff. Wrote Perl and shell scripts to automate routine systems administration tasks.
- For Providian, organized project restructuring access controls, improving operational efficiency and network security. Wrote Perl programs and shell scripts to merge NIS and passwd tables, and to monitor system performance.
Trading Research Analyst. Bank of America. San Francisco.
3/86 - 3/96.
- Wrote C++ application software for trading interest rate swaps and options.
- Designed and led implementation of system for transfer of letter of credit transactions between wholesale customers and the bank and among bank systems.
- Led development of electronic payments software for small business customers.
- Wrote FORTRAN and proprietary language programs for Trust Department to receive data from vendors and update prices in client portfolios, to produce reports from portfolio accounting system, and to reconcile dividend distributions to clients.
Senior Systems Analyst. Wells Fargo Investment Advisors.
San Francisco. 9/82 - 8/85.
- Wrote programs for automated fee receivables and billing system.
- Wrote specialized database software for fixed income securities and derivatives.
- Wrote software for quantitative research projects.
Financial and Systems Analyst. Natomas Company.
San Francisco. 10/80 - 8/82.
- Designed and implemented probabilistic financial models for geothermal power acquisition, oil wells, container shipping and real estate.
- Designed software for and supervised vendors in construction of a quantitative financial model for coal mining.
Systems Analyst. Rapidata, Inc. San Francisco. 11/78 - 10/80.
- Wrote custom software for treasury cash management, commercial real estate financial modeling, bank loan portfolio management, investment portfolio reporting and other applications.
Actuarial Assistant. Industrial Indemnity Company. San Francisco. 2/76 - 10/78.
- Published monthly economic report, wrote quantitative forecasting software.
- Wrote software automating property and earthquake underwriting reports.
- Used regression analysis and other statistical techniques on actuarial problems.
- Assisted in quantitative estimates of loss reserves for workers compensation.
Education and Other Information
- M.S. Finance, B.S. Mathematics
- GRE: Verbal=760/800, Quantitative=800/800, Analytical=780/800
- SAS Certification, University of California, Berkeley.
- PMP Project Management Professional.
- Software samples at
http://DanielBrockman.com/code
- Able to read newspapers and converse in French.
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Daniel Brockman
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