Zhongping Gao

About Zhongping Gao

15+ years extensive experience in solving critical challenges in leading global banks using machine learning (random forest, xgboost, etc.) and deep learning (neural networks, etc.) models• 7+ years leadership and people management experience in machine learning and artificial intelligence• Proficient in Python, SQL, Spark, SAS • Extensive experience in cloud computing services: Amazon aws and MS Azure• Certified Financial Risk Manager (FRM); Passed CFA Level I• Keynote speaker in high-impact international financial conferences

Experience

1. Senior Director, Data Science

   Edelman Financial Engines

   Feb 2022 — Present · Boston, MA, US

   Leading data and analytic strategy innovation (i.e, customer targeting, omni-channel, and segmentation) for workplace and wealth management business, which is managing 300B assets across over 1.3M customers.• Established and leading a team of data scientists and data engineers to develop and deploy AI/ML solutions on cloud to optimize customer experiences, and to support revenue generation:o Real-time Online Engagement. Customized marketing messages automatically pops to targeted customers, based on real-time machine learning model predictions. It is to maximize the conversion rate of existing customers into full-service customers. A/B testing results show 26% increase on conversion rate and 68% increase on funded amount per conversion with this new solution.o Personalized Marketing Campaigns. Helped marketing team better understand and interacted with customers’ financial journey, from their first paycheck through retirement. A suite of machine learning models was developed for better personalized campaigns using in-house financial/behavior and 3rd-party data, including segmentation models and recommender systems.o Next Best Action for Planners: Implemented LLM solution analyzing historical Salesforce client interactions and financial profiles to generate comprehensive meeting preparation documentation, reducing preparation time by 50% while improving client retention and existing customer inflow (ECI)o Document Authorization Automation: Developed LLM-powered system for automated authorization document review and validation, delivering 1,200 hours/month in operational savings with enhanced compliance accuracyo Call Center Analytics Platform: Built comprehensive ML/LLM solution analyzing call reasons, sentiment, and agent performance with automated summary generation. Delivered executive dashboard for trend analysis and planner-facing summaries to enhance client conversion strategies

Education

• Michigan State University - Eli Broad College of Business

  Certification in Business Management and Communication Skills

• Michigan State University

  Master, Industrial Mathematics

• Michigan State University

  Master, Statistics

Skills

• Analysis
• Financial Risk
• Actuarial Science
• Financial Modeling
• Quantitative Analytics
• Basel Ii
• Statistics
• Sas
• Analytical Skills
• Teradata
• Spss
• Credit Risk
• Statistical Modeling
• Time Series Analysis
• Analytics
• Matlab
• Predictive Modeling
• Sql
• Ccar
• Risk Management
• Scorecard
• Actuarial
• Sas Programming