Shane Trefftzs
BI Director | AI Platforms for Real Assets & Investment Analytics | Ex-Blackstone Portfolio, CBRE | Databricks, MLOps
- Role
- Director - Business Intelligence at Frontwave Credit Union
- Location
- Carlsbad, CA, US
- LinkedIn followers
- 500 followers
About Shane Trefftzs
Data and analytics leader in financial services and real assets with nearly two decades of experience. I lead cross functional teams across analytics, data engineering, and data science, from 5 to 30 people, partnering with C-suite leaders and stakeholders across investment, asset management, and operations. My teams deliver decision ready data products, executive reporting, operational intelligence, and automated decision support.My background includes almost 9 years at CBRE and experience at a Blackstone portfolio company prior to my current role. I specialize in the application of AI and machine learning in real business environments, leading data scientists and taking solutions from concept to production with the governance, reliability, and change management needed for adoption.I build modern data platforms and scalable analytics products that organizations can trust. Current stack is Databricks and Tableau, and I am tool agnostic across the broader ecosystem.Marine Corps veteran.
Experience
Director - Business Intelligence
Sep 2025 — Present · San Diego, US
Own the modern analytics platform (Databricks + Tableau), delivering trusted reporting, forecasting, and decision support across the enterprise• Designed and deployed production ML models for risk detection, demand forecasting, and marketing optimization• Built automated pipelines and ML-powered workflows that eliminated manual reporting and enabled near real-time insights• Modernized legacy BI into a governed, scalable metrics layer adopted by executive leadership, operations, and growth teams• Partner with Finance, Risk, and Marketing executives to deliver analytics that improve lending decisions, portfolio performance, and customer acquisition• Lead and mentor a team of five data professionals; set technical standards, ownership models, and delivery processes
Education
Northwestern University
Master of Science - MS
San Diego State University
Bachelor of Science - BS
Skills
- Public Speaking
- Business Analysis
- Finance
- Commercial Real Estate Analysis
- Supply Chain Optimization
- Veterans
- Leadership
- Mri Software
- Sas Programming
- Data Analysis
- Financial Analysis
- Python
- Microsoft Excel
- Tableau
- Network Optimization
- Statistical Modeling
- Investments
- Crm
- Analytics
- Microsoft Office
- Analysis
- Military
- R
- Lexisnexis
- Commercial Real Estate
- Microsoft Word
- Salesforce.com
- Statistics
- Marine Corps
- Business Analytics
- Costar
- Mathematics
- Artillery
- Statistical Data Analysis
- Financial Modeling
- Statistical Software
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