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RESUME

Professional Summary

Analytical professional with extensive domain expertise in risk assessment, client retention, and portfolio management. Applies deep industry knowledge—including managing a $750K+ annual portfolio—to hands-on data analytics. Technical toolkit includes SQL (SQL Server, MySQL), Power BI, Tableau, and Excel to clean messy datasets, build relational models, define key business metrics, and deliver clear reporting.

SKILLS

  • Databases: SQL Server, MySQL (Data Extraction, Complex Joins, Data Cleaning & Validation).

  • Data Visualization: Tableau, Power BI Desktop (Interactive Dashboards, DAX, Storytelling, Executive Reporting).

  • Analysis & Programming: Advanced Excel (VLOOKUP, Pivot Tables, Logic Functions), Python: Pandas, NumPy, exploratory analysis, scikit-learn.

  • Domain Expertise: Risk Assessment, Property & Casualty, Life Insurance, Commercial Risk, Portfolio Management, Data Auditing.

TECHNICAL PROJECTS

Insurance Claims & Policy Dashboard

  • Queried and transformed raw policy and claims data using SQL to calculate key performance indicators, including loss ratios, written premiums, and client retention rates.

  • Modeled relational tables and created calculated fields in Tableau to analyze regional performance trends and risk distribution across policy types.

  • Designed an interactive Tableau dashboard with dynamic filters to allow users to drill down into year-over-year performance by territory and line of business.

Global Retail Performance Dashboard

  • Processed multi-region transactional sales data, aggregating metrics to track net revenue, gross profit margins, and inventory turnover across international markets.

  • Built custom calculated metrics and parameter controls in Tableau to analyze product-level profitability and regional sales performance.

  • Developed a multi-page interactive dashboard featuring cross-filtering and territory heat maps to highlight top-performing product categories.

Nashville Housing Data Cleaning Project

  • Cleaned and standardized raw real estate data in SQL Server by converting date formats and populating missing property addresses using self-joins.

  • Split composite address strings into individual street, city, and state columns using SQL string manipulation functions (SUBSTRING, CHARINDEX, and PARSENAME).

  • Enhanced dataset integrity by standardizing categorical values with CASE statements and removing duplicate records using Common Table Expressions (CTEs) and window functions (ROW_NUMBER()).

PROFESSIONAL EXPERIENCE

Senior Insurance Agent [Vantage Wealth Management, Corvallis, OR | October 2019- January 2026]

  • Managed high-performing client portfolios across personal and commercial lines, leveraging historical account data to maintain over $750,000 in annual premium revenue.

  • Acted as a regular liaison between clients and underwriters, evaluating commercial and property/casualty risk profiles to optimize coverage structures and minimize exposure.

  • Utilized Advanced Excel to design and track monthly agency performance metrics, identifying key sales and retention trends to inform operational adjustments.

 

Insurance Agent [State Farm Insurance, Oregon, Wisconsin | September 2010- October 2019]

  • Managed high-volume personal and commercial account pipelines, evaluating risk profiles and coordinating onboarding workflows.

  • Served as a regular liaison between clients and underwriters to document policy requirements, streamline approval processes, and ensure compliance.

CERTIFICATES

Certificates:

  • Microsoft Power BI for Business Intelligence- Analyst Builder (2026)

  • Tableau for Data Visualization- Analyst Builder (2026)

  • MySQL for Data Analytics- Analyst Builder (2026)

  • Excel for Data Analytics- Analyst Builder (2026)

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