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Daniel Brockman Marketing, Finance. Quantitative analysis, investigations and projects. Leading teams, planning, delegating. 1-707-543-6814, Petaluma, California 94954 USA Dan@DanielBrockman.com |
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Qualifications
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Ability to resolve problems effectively and
negotiate solutions that balance multiple needs and
interests.
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Ability to explain complex business and technical
topics to varied audiences.
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Experience leading cross-disciplinary teams,
organizing and delegating.
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Extensive experience developing insights with
mathematics and statistics
qualitative and quantitative analysis,
statistical modeling, financial modeling, time series,
probability, metrics and research.
Education
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MS Finance from Golden Gate University,
BS Mathematics from Eckerd College.
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Marketing Strategy and Pricing courses at
University of California, Berkeley.
Statistical Analyst.
Wells Fargo Bank,
Bank Secrecy Act - Financial Crime Analytics.
San Francisco. 1/09 - 08/09.
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Improved the efficiency of AML case scoring by leading
a statistical analysis project resulting in a new
scoring formula.
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Innovations include lift charts and logistic
regression for creating and choosing models, and
dashboard display of key information for
investigators.
Product Analyst.
Wells Fargo Bank,
Money Movement Solutions group.
San Francisco. 4/07 - 1/09.
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Day-to-day oversight of high-growth electronic payments business
operations, monitoring business performance, for
product management.
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Innovations included automated reporting of customer
enrollments, transaction volumes, claims and projections,
reducing labor and enhancing usefulness.
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Organized numerous enhancements and defect resolutions
for payments products, engaging product management,
functional business groups, customer service,
systems development and systems operations, often withing tight deadlines.
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Direct Pay product. ACH payments for small businesses. Doubled in monthly volume in 18 months.
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Transfer Scheduling product. Launched in June 2007, payments increased by 50 percent to 5 million transfers monthly in 12 months.
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Internet Banking Foreign Exchange Online product. Launched in January 2007. Grew 400% in 12 months.
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Led product stakeholder meetings and ad hoc defect
resolution teams.
Software Engineer.
Amazon.com.
Seattle. 10/05 - 6/06.
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Enabled on-time delivery of two large client merchants'
websites. As liaison between search engine and
development staffs, created a process allowing
multiple multiple currencies and languages, meeting
requirements and enabling launch.
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Documented prioritization of product page enhancements for
a major client.
Systems Engineer.
Restoration Hardware.
Corte Madera, CA. 6/04 - 9/05.
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Innovations included automation of manual nightly
multiplatform batch operation.
Research Associate.
Mellon Capital Management.
San Francisco. 5/01 - 12/02.
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Software modeling of equity portfolio returns for asset allocation signals.
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Reported and diagnosed returns anomalies for traders and portfolio managers.
Systems Engineer. Consultant, Independent Contractor.
3/96 - 4/01.
Clients included SBC Internet, Charles Schwab, NASA, Providian Bank and others.
Trading Research Analyst. Bank of America. San Francisco. 3/86 - 3/96.
Electronic letters of credit, derivatives trading, electronic payments, trust portfolios.
Senior Systems Analyst. Wells Fargo Investment Advisors. 9/82 - 8/85.
Fixed income and equity securities, investment research, receivables automation.
Financial and Systems Analyst. Natomas Company. San Francisco. 10/80 - 8/82.
Capital budgeting, acquisitions, coal mine and geothermal fields valuations.
Systems Analyst. Rapidata, Inc. San Francisco. 11/78 - 10/80.
Cash management, real estate financial analysis, bank loan portfolios.
Actuarial Assistant. Industrial Indemnity Company. San Francisco. 2/76 - 10/78.
Workers compensation loss reserves, commercial lines loss experience.
Other information
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Experienced in analysis, design, development
and engineering of complex business applications,
using SAS, Unix/Linux, Perl, SQL, Excel, Word,
PowerPoint, Access, Teradata and other
databases, web technologies, various component applications
and programming languages.
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SAS certificate, University of California,
Berkeley.
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PMP Project Management Professional.
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GRE: Verbal 760/800, Quantitative 800/800,
Analytical 780/800.
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English: fluent. French: competent. Spanish: basic.
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Daniel Brockman
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