Personal Information
Organization / Workplace
Greensboro/Winston-Salem, North Carolina Area United States
Occupation
Wealth Management - Client Information & Analytics at Wells Fargo
Industry
Finance / Banking / Insurance
About
What I do is help business leaders solve problems or discover opportunities with numbers.
I am proud to be a Wells Fargo team member since 1994. I initially worked in the Retirement group managing 401(k) plans, Trust Operations including managing Trust Disbursements that was the most beneficial education on the purpose and use of trusts accounts than I could have ever imagined. I have been an accountant in Finance, leading to Managerial Finance (budgets and forecasting), Financial Analysis, and eventually Client Analysis. Today in Wealth Management Analytics we focus on a variety of different aspects of the business which is part of Wealth and Investment Management (WIM) division.
...
Tags
ai disruption analytics data science
hopper
amazon
analytics
predictive analytics
business metics
businessanalytics
4thindustrialrevolution
See more
Presentations
(1)Personal Information
Organization / Workplace
Greensboro/Winston-Salem, North Carolina Area United States
Occupation
Wealth Management - Client Information & Analytics at Wells Fargo
Industry
Finance / Banking / Insurance
About
What I do is help business leaders solve problems or discover opportunities with numbers.
I am proud to be a Wells Fargo team member since 1994. I initially worked in the Retirement group managing 401(k) plans, Trust Operations including managing Trust Disbursements that was the most beneficial education on the purpose and use of trusts accounts than I could have ever imagined. I have been an accountant in Finance, leading to Managerial Finance (budgets and forecasting), Financial Analysis, and eventually Client Analysis. Today in Wealth Management Analytics we focus on a variety of different aspects of the business which is part of Wealth and Investment Management (WIM) division.
...
Tags
ai disruption analytics data science
hopper
amazon
analytics
predictive analytics
business metics
businessanalytics
4thindustrialrevolution
See more