Poonam Gupta

Senior Lead - Advanced Analytics & Customer Insights, Brokerage @Fidelity Investments

Bengaluru, IN
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WORK HISTORY

Nov 2019 — Present

Senior Lead - Advanced Analytics & Customer Insights, Brokerage @Fidelity Investments

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Bengaluru, IN

Leading analytical efforts for the Advanced Trader Strategy by delivering insights for Brokerage Product, Customer Strategy, Core and Advanced Brokerage Delivery teams. Collaborating with Group Squad Leaders & Team Leads to develop/enable brokerage roadmap and deliver a seamless, end-to-end digital experience across advanced trading platforms on web, mobile, and desktop.

EDUCATION

2008 — 2010

University of Calcutta

M.A

SKILLS

EconomicsSpssAnalyticsForecastingStatistical ModelingPredictive AnalyticsBusiness AnalyticsEconometricsRetailData MiningSqlSasLogistic RegressionVbaMarket ResearchLinear RegressionAnalytical SkillsPredictive ModelingQuantitative AnalyticsFinancial AnalysisCustomer Relationship Management (Crm)StatisticsMicrosoft ExcelSegmentationCustomer AnalysisCluster AnalysisMarketing AnalyticsData AnalysisTeam ManagementAnalysisSas ProgrammingBusiness AnalysisBusiness Intelligence

ABOUT POONAM GUPTA

Experienced analytics professional with over 14 years of experience across Finance (Fidelity Investments), Technology (Dell Technologies) and Retail (Target Corporation) specializing in analytical problem-solving, data science and thought leadership. My expertise spans data-driven insights, strategic decision-making, and innovation, consistently delivering value and driving impactful business outcomes across sectors.

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Poonam Gupta — Senior Lead - Advanced Analytics & Customer Insights, Brokerage at Fidelity Investments in Bengaluru, IN | Unifers