|
Daniel Brockman Developing insights through mathematics. Forecasting business activity with predictive analytics. Leading teams, planning, organizing, delegating. 1-707-543-6814, Petaluma, California 94954 USA Dan@DanielBrockman.com |
|
Qualifications
-
Extensive experience developing insights with
mathematics and statistics, descriptive and predictive
methods, financial modeling, time series, planning,
probabilistic assessments, metrics and research.
-
Ability to resolve problems effectively and
negotiate solutions that balance multiple needs and
interests.
-
Ability to explain complex business and technical
topics to varied audiences.
-
Experience leading cross-disciplinary teams,
organizing and delegating.
Education and Certifications
-
MS Finance, Golden Gate University; BS Mathematics,
Eckerd College.
-
Marketing Courses at University of California,
Berkeley.
-
SAS Certification, University of California,
Berkeley.
-
PMP Project Management Professional.
Statistical Analyst (contract).
Wells Fargo Bank,
Bank Secrecy Act - Financial Crime Analytics.
San Francisco. 1/09 - 08/09.
-
Led statistical analysis for improved scoring of AML
cases for probable SARs.
-
Introduced lift charts and logistic regression for
creating and choosing models. Introduced dashboard
display of key information for investigators.
-
Designed Distance Metric to measure similarity of
classes of customers.
-
Developed Effectiveness Metric to demonstrate the
usefulness of High Risk Customer Surveillance system
and to tune the system.
Product Analyst (contract).
Wells Fargo Bank,
Money Movement Solutions group.
San Francisco. 4/07 - 1/09.
-
Quantitative analysis of customer enrollments,
transaction volumes, channel statistics and claims for
consumer and business electronic payments products.
-
Liaison among product management, functional business
groups, customer service, systems development and
systems operations.
-
Day-to-day oversight of electronic payments business
operations, monitoring business performance, for
product management.
-
Direct Pay product. ACH payments for small businesses. Doubled in monthly volume in 18 months.
-
Transfer Scheduling product. Launched in June 2007, payments increased by 50 percent to 5 million transfers monthly in 12 months.
-
Internet Banking Foreign Exchange Online product. Launched in January 2007. Grew 400% in 12 months.
-
Led product stakeholder meetings and ad hoc defect
resolution teams.
Software Engineer (contract).
Amazon.com.
Seattle. 10/05 - 6/06.
-
As liaison between search engine and development staffs, defined a
process for revising binning, allowing multiple currencies and languages
and enabling launch of two large websites.
-
Documented flow of information to product display page for a major client.
Systems Engineer.
Restoration Hardware.
Corte Madera, CA. 6/04 - 9/05.
-
RFPs and negotiations with vendors for application system enhancements.
-
Designed software automating manual nightly batch operation.
Research Associate.
Mellon Capital Management.
San Francisco. 5/01 - 12/02.
-
Wrote and revised programs used to advise traders and
portfolio managers. Enhanced input processing,
regression analysis, modeling algorithms, metrics and
reporting for dividend discount models.
-
Migrated investment research time series applications
from SAS to FORTRAN.
Systems Engineer. Consultant, Independent Contractor.
Trading Research Analyst. Bank of America. San Francisco.
Senior Systems Analyst. Wells Fargo Investment Advisors.
San Francisco.
Financial and Systems Analyst. Natomas Company.
San Francisco.
Systems Analyst. Rapidata, Inc. San Francisco.
Actuarial Assistant. Industrial Indemnity Company. San Francisco.
Other information
-
Experienced in systems analysis, design, development,
and engineering of complex computer applications,
using SAS, Unix/Linux, Perl, SQL, Excel, Word,
PowerPoint, Access, Windows, Teradata and other
databases, web technologies, various applications and
programming languages.
-
GRE: Verbal 760/800, Quantitative 800/800,
Analytical 780/800.
-
English: fluent. French: competent. Spanish: basic.
|
Daniel Brockman
|
|