Spencer Davis
Vice President, Strategy & Analytics at Northern Trust Wealth Management
- Role
- Vice President, Assoc Director of Strategy & Analytics - Goals Driven Wealth Management at Northern Trust Wealth Management
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Spencer Davis
Multi-faceted financial analyst with 8+ years of wealth management and private banking experience for high-net-worth individuals, families, and foundations.
Experience
Vice President, Assoc Director of Strategy & Analytics - Goals Driven Wealth Management
Northern Trust Wealth Management
May 2024 — Present · Scottsdale, AZ, US
Lead the Product Analytics team to generate insights and recommendations that directed our Cloud-based product roadmap and go-to-market strategy. Conducted deep-dive analysis of post-launch impact and provided recommendations to optimize product experience.• Influenced decision makers in cross-functional teams by redefining key metrics of success, building data-driven narratives on growth opportunities, and sizing outcomes.• Monitored the health of the business and product by tracking KPIs against targets and conducted investigations of key trends and their underlying drivers.• Developed and implemented data visualizations and interactive dashboards through Incorta to facilitate communication and generate insights for stakeholders.• Guided the implementation of AI in the product platform to provide partners initiative-taking recommendations for servicing clients.
Education
Open Door Christian Schools
High School Diploma, N/A
2006 — 2010
The University of North Carolina at Chapel Hill
Master of Science - MS, Accounting
Miami University
Bachelor of Science - BS, Finance, General
Miami University
Bachelor of Science (BS), Finance, General
2010 — 2014
Skills
- Teamwork
- Microsoft Office
- Access
- Sap Erp
- Management
- Public Speaking
- Social Media
- Leadership
- Microsoft Access
- Customer Service
- Powerpoint
- Microsoft Excel
- English
- Financial Analysis
- Microsoft Word
- Yellow Belt
- Research
- Financial Accounting
- Financial Modeling
- Microsoft Powerpoint
- Hyperion Hfm
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