Work
Experiences

Led development of an end-to-end sales dashboard by integrating multi-source data with SQL into a unified view of performance, enabling centralized visibility into client experience trends and improving stakeholder decision-making.
Analyzed causal patterns and trends of advice disenrollment to better understand participant disengagement from advice services, insights used to improve retention strategies and the advice experience.
Developed a statistical model to analyze the relationship between Health Savings Account (HSA) adoption and crossover into Personal Wealth accounts, conducting an independent t-test to evaluate how the presence of an HSA influences engagement and financial behavior.

Created and owned materials related to an executive financial product dashboard, partnering closely with business stakeholders and data engineering; the work replaced 10 hours of analyst work weekly and enabled greater focus on higher-impact analysis.
Developed a customizable chart building capability that offered multiple visualization options, metrics, segments, filters, and date selections using advanced Tableau techniques, such as parameters, visibility controls, data source blending, and actions.
Managed project goals and stakeholder expectations through recurring meetings with Vanguard’s Head of Cash.

Leveraged data from 10,000+ calls to build a taxonomy for client needs, performed textual analysis of sales notes, and produced baseline metrics for personalization and Next Best Action (NBA) efforts.
Coordinated with the Center for AI and Insights to provide key learnings on the value of call summarization models and led recurring meetings with leadership to report findings.
Analyzed digital engagements with SQL to identify friction points and uncover opportunities to enhance digital capabilities.

Janurary 2023 - April 2024
Data Editor / The Daily Tar Heel
Created supporting data visualizations for articles using R, Tableau, Datawrapper, and Flourish, such as an analysis regarding the demographics of baseball recruiting and the diversity implications.
Worked with staffers and editors to identify data-driven story ideas and developed editorial strategies to effectively communicate complex data to readers.
Managed projects from conception to publication, including overseeing data collection, analysis, and visualization.
Trained staffers in data journalism techniques and best practices.

June 2023 - August 2023
Data Analyst Intern / Cisco Systems
Identified, analyzed, and interpreted trends or patterns in complex data sets using statistical techniques and provided ongoing reports and dashboards using Python.
Collaborated with business and IT teams to understand the different persona-specific use cases, the related business insight, consolidated use cases across personas, and drove a common approach towards solving multiple use cases.
Partnered with Data Custodian/Stewards using SQL and other data management roles to ensure proper data operations improve the quality, accessibility, and value of consumed data.

Feburary 2023 - May 2024
Undergraduate Student Analyst / Sports Analytics Intelligence Laboratory
Conducted research on sports data, including statistical analysis, data visualization, and machine learning models to uncover insights and trends in player performance, team strategy, and game outcomes.
Collaborated with sports teams and organizations to provide customized analysis and insights to inform player recruitment, player development, and in-game strategy.
Created and delivered presentations and reports to stakeholders, including coaches, front-office executives, and media outlets.

June 2022 - August 2022
CX and Digital Innovation Intern / GlaxoSmithKline
Created a controlled vocabulary and taxonomy for customer experiences with the company, improving communication and consistency across teams.
Analyzed and mapped existing operational taxonomies and content assets, streamlining processes and reducing redundancies.
Developed innovative data visualization techniques to engage healthcare partners in clinical trial data.
Collaborated in Agile development strategy for projects, contributing to efficient project management and successful outcomes.
Organized and planned community events for fellow interns, fostering a collaborative and supportive work environment.

I am a data