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Work Background
Wilshire Law FirmChief of Staff
Oct. 2025Los Angeles, California, United States
VanguardChief of Staff, Data Visualization Project Manager
Jan. 2023 - Sep. 2025United StatesActed as strategic right hand to the CRO, supporting departmental operations, cross-functional planning, and strategic initiatives aligned with long-term enterprise goals. Led and facilitated daily stand-ups, risk committee, and operational committee meetings, mentoring junior team members on effective meeting preparation and guiding participants to stay aligned with objectives. Taught best practices for time management, agenda setting, and follow-through, fostering a culture of focused collaboration. Educated cross-functional stakeholders through the development and presentation of executive Tableau dashboards and board-level risk reports, mentoring team members on data storytelling and insight generation. Led working sessions to teach risk advisors how to interpret data and leverage insights for strategic decision-making. Directed the annual planning and budgeting process for team-building and engagement activities, mentoring new risk advisors on the strategic value of culture initiatives and leading workshops to align team efforts with organizational goals. Acted as a strategic advisor to the Chief Risk Officer, coaching junior staff on executive communication strategies and modeling effective leadership through drafting high-impact memorandums, socializing key departmental updates, and leading alignment meetings that supported enterprise risk priorities.
Capital OneData Analyst
Jan. 2022 - Jan. 2023Led team discussions and cross-functional sessions to analyze large-scale credit data, mentoring junior analysts on identifying risk trends, customer behaviors, and portfolio performance. Taught peers how to translate complex data into actionable insights for underwriting and credit policy decisions. Developed and maintained dashboards and automated reporting tools using SQL, Python, and Tableau, mentoring colleagues on best practices for data pipeline development and dashboard design. Regularly led team demos and training sessions to improve data literacy and self-service analytics capabilities. Facilitated collaborative strategy reviews with risk managers, data scientists, and product teams, teaching newer team members how to validate credit strategies, interpret model outputs, and align on compliance goals. Guided group efforts that resulted in improved forecasting accuracy and regulatory alignment.
VanguardData Scientist
Jan. 2020 - Jan. 2023Led modeling workshops and mentoring sessions while developing and deploying predictive models to assess retirement readiness across client populations. Coached junior analysts on statistical methodologies and presentation techniques, empowering teams to drive more personalized and impactful financial planning strategies. Facilitated cross-functional collaboration with consultants, actuaries, and product teams, translating complex retirement data into client-ready insights. Regularly led client presentations and internal training sessions, teaching team members how to distill data into compelling narratives that support high-value institutional relationships. Mentored peers in automation best practices and data visualization techniques while building data pipelines and interactive dashboards using Python, SQL, and Tableau. Led internal enablement sessions to train users across departments, improving data fluency and reducing reporting time by 40%.
Holt's Cigar CompanyBusiness Analyst
Jan. 2018 - Jan. 2020Served as a liaison between the CEO and IT senior leadership, ensuring consistent execution of user experience goals, adherence to project scopes, and timely resolution of functional e-commerce issues. Managed relationship with external agencies, including SEO, digital marketing analytics partners, to increase site visibility and drive consistent traffic growth. Documented and optimized web development workflow from wireframe through production, and managed projects closely in JIRA.
Holt's Cigar CompanyUser Experience Architect
Jan. 2015 - Jan. 2018Analyzed website and transactional data to identify trends, optimize conversion funnels, and drive a 15% increase in online sales over two quarters. Partnered with product managers, engineers, and marketing teams to translate business goals into intuitive, accessible user interfaces, ensuring a cohesive brand and experience across devices. Conducted user research, usability testing, and data analysis to inform design decisions, improving customer satisfaction scores and reducing cart abandonment rates.
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