At AMERIPRISE FINANCIAL, I designed quasi-experimental measurement frameworks using propensity matching and causal inference to evaluate advisor coaching, growth initiatives, and onboarding. I also reworked advisor engagement scoring for approximately 9,000 advisors, delivering a productionized framework that supports coaching and leadership decisions.
I facilitated the rollout of Advice Insights across the advisor organization and supported monthly production releases and enhancements. Earlier, at BLUESTEM BRANDS, INC., I managed compliance analytics, testing, and risk monitoring, using SAS, SQL, and Microsoft Excel to investigate risks and improve operational visibility.
