Genny Orzolek

Director, Wealth Management Analytics, Data Quality & Innovation @Morgan Stanley

New York, NY, US

Played a key role in driving complex business analytics initiatives, including E-Trade Account/Profile Conversion, Consolidated Audit Trail Monitoring, and Data Quality Remediation. Leveraged strategic planning expertise to deepen customer loyalty, enhance the client experience, and develop innovative initiatives crucial for driving business growth.• Served as the Subject Matter Expert in data analytics and Tableau, demonstrating expertise in developing impactful data visualizations. Utilized Tableau to identify patterns and correlations between metrics, enabling the establishment of Key Performance Indicators (KPIs) for enhancing customer engagement. Proficiently translated complex data into valuable insights, contributing to an improved customer experience. Leveraged advanced data analytics techniques to drive informed decision-making and proactively identify opportunities for business optimization and improvement.• Exhibited strong communication and collaboration skills by effectively collaborating with cross-functional teams to align objectives and foster a shared vision. Proactively engaged with key business partners and leaders, gaining their buy-in and effectively influencing the decision-making process. Additionally, took an active mentoring role, providing guidance and support to junior team members, further strengthening the collaborative environment.

Shanghai Jiao Tong University

Bachelor of Business Administration (BBA), Finance and Financial Management Services

Cornell University

Master of Professional Studies Degree, Applied Statistics