📊 Data-cated | ✍ Author |  📈 Tableau Certified | Runner

- Transforming the way we think about reporting in Deloitte Advisory by enabling real-time data      access to leadership which leads to quicker insights (leveraging Tableau for dashboards/ reporting)
      
    - Providing leaders with actional intel to enable swift digestion of innovative solutions along with
      maturity and applicability to industries, sectors and client scenarios
      
    - Collaborating with Finance, Operations, and Talent to develop a fully integrated business model to
      
      ensure efficiency across these areas



Advisory

- Provided a capability to exchange information in an efficient and timely manner (between Clients/      Account Teams/ CIO Program Team). Experience working and managing resources in a virtual
      environment
      
    
      - Utilized Salesforce & Tableau software for data mining, analysis, and presentation. Dev...
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- Assessment of risk governance practices measured against relevant bank supervisory guidance      and leading practices (e.g. Enterprise Risk Assessment Process, New Product Approval Process, Risk
      Reporting, Committee Structure, etc.)
      
    
      - Prepared periodic program status/progress reports. Assisting with building out roadm...
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- Involved in the establishment of the Operational Risk Policy & Procedures (per Parent Company      guidelines, U.S. regulations, and Basel Directives)
      
    - Provided assistance to Risk Champions on how to assess Operational Risk and how to use the
      
      Management of Operational Risk System (MOR)...
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-Managed a sales process by qualifying prospects, establishing relationships & identifying      opportunities.
      
    -Assisted with the planning and development of direct marketing and data-related projects.
      
    
      -Handled client relationship management process through the use of CRM tool (SalesFo...
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About us

  GARP is a not-for-profit organization and the only globally recognized membership association for risk managers.

With over 150,000 members in 190 countries and territories, GARP's mission is to advance the risk profession through education, training and the promotion of best practices globally.

Global Association of Risk Professionals (GARP)

Developing Credit Committee reports - financial statement analysis and accounts receivable aging      
      report analysis to determine lending structure.



Involved in setting up appointments with prospects (cold calls), and creation/maintenance of client      
      records using B.O.S.S. (CRM tool)



About us

  Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Our financial representatives, who are among the best trained in the business, offer personalized service combined with a solid, long-term approach and fresh thinking, to help you:

•	save and invest for retirement, education and other life events
•	create retirement income strategies
•	protect the ones you love 
•	plan your legacy

Our goal is to build solid relationships and long-term value to help you grow, protect and enjoy what you have—by making sure your financial strategies work as hard as you do.

You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities.

Foresters Financial™ and Foresters™ are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society) and its subsidiaries, including Foresters Financial Services, Inc.  Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money.

Foresters Financial Services

Baruch College provides students with the skills, knowledge, and perspectives to pursue their aspirations in today's global environment. Part of The City University of New York (CUNY), Baruch is also listed among the nation’s top public colleges for academic excellence, affordability, student success, and value. Its three schools educate more than 18,000 students who represent one of the most diverse college campuses in the country. Strong career and support services drive Baruch’s national recognition as an engine for social and economic mobility. Through executive education, continuing studies, international partnerships, public events, and arts programming, Baruch stands out as an intellectual and cultural resource for New York City and the world. baruch.cuny.edu

Baruch College

Build complex calculations to manipulate your data.Use statistical techniques to analyze your data.Use parameters and input controls to give users control over certain values.Implement advanced geographic mapping techniques and use custom images and geocoding to build spatial visualizations of non-geographic data.Prep your data for analysis.Combine data sources using data blending.Combine data from multiple tables in the same data source using joins.Make your visualizations perform as well as possible using the Data Engine, extracts, and efficient connection methods.Build better dashboards using techniques for guided analytics, interactive dashboard design, and visual best practices.Implement efficiency tips and tricks.Use Tableau Server in a basic way to share your visualizations.


Program Manager | Data Analytics at Advisory

Advisory

Program Manager | Data Analytics

Advisory

Insights Strategy Manager & Tableau Developer, CIO Program

Advisory

Manager, Governance, Risk & Regulatory Strategies, Banking Industry

Bank Leumi USA

Risk Analyst for Chief Risk Officer

Global Association of Risk Professionals (GARP)

Business Development

FGI Finance

Underwriter

Foresters Financial Services

Financial Services Rep

Baruch College

Finance & Investments

BS

Tableau

Tableau Advanced Training Course