Sandy Shen

About Sandy Shen

Accomplished professional in financial service industry, proven records of developing and enhancing analytic and data capabilities to answer key business questions; strong analytical capability including the ability to interpret data and transform into meaningful conclusions and business recommendations. Specialties: • Master of Science in Finance & MBA, Certified Scrum Product Owner®; FRM II Candidate, Machine Learning Certificate; • 15+ years of experience in business, marketing, product, data analytics in financial service; • 10+ years in consulting role providing data-driven analytical solution and leading multiple cross-functional initiatives. • 10+ years of experience in people management with a focus on developing talents and leading cross-functional initiatives; • 7+ years of experience in the Agile environment; • Excellent quantitative and qualitative skills: marked by experience in collecting, compiling and analyzing relevant data, and complemented with strong SQL, Python, R and ML to access and transform data into insights • Proven strong technical skills: SQL, AWS, Snowflake, Aster, R, Python, Hadoop, Hive, Advance Google Analytics, SAS, Matlab, GitHub, Unix, BOBJ, Tableau, Birst, Advanced Excel, SSRS, MS Office Suite, JIRA, Confluence, Advanced Google Analytics

Experience

1. Senior Lead Analytics Consultant (VP), Coe Customer Remediation Analytics

   Wells Fargo

   Jun 2021 — Present

   Lead the Customer Comprehensive Ancillary Harm Analytics and provide customer-centric robust solutions and Text NLP Analytics. • Identified the opportunity for a better sales practice regarding deposit product overdraft protection policy, provided the recommendation to the senior leadership of the cross-functional committee to do the right thing for our customers. • Developed a high-profile remediation report text analysis, synthesized the data insights and findings to form a story presented to senior leadership, identified wrong category summary in the report and avoided customer compliance risk. • Led exploratory analysis for both credit card and deposit products, and proposed what to build in, defined the key metrics and provide the recommendations which make the process more accurate, and more effective and efficient. • Delivered a comprehensive data research of the enterprise data warehouse, raised and solved the data issues, and provided the senior leaders a complete data roadmap, optimized customers’ data to eliminate under-remediation risk.

Education

• Tongji University

  MBA

• The George Washington University - School of Business

  Master of Science (M.S.), Finance

• Zhejiang University

  Bachelor's degree, Finance