Minh Lu
Investment Analyst and Wealth Management Advisor at Tiaa
Based in Philadelphia, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Philadelphia
Industry
Financial Services
Company size
13K
Contact information
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m•••••••@tiaa.org
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Background
About Minh Lu
KEY SKILLS • Database Management: Proficient in advanced complex SQL queries for optimal data retrieval, interpretation and manipulation using PostgreSQL and Microsoft SQL. Utilized MongoDB, Snowflake, Azure SQL and Databricks for large-scale, complex datasets, facilitating real-time analytics used for driving strategic recommendations • Database Modeling: Designed optimized table structures and utilized a variety of database platforms and firm understanding of Entity Relationship Diagrams (ERDs) to effectively visualize database schema relationships • Data Visualization & Business Intelligence: Employed data visualization tools such as Power BI and Tableau to craft insightful visualizations and drive business intelligence initiatives • Data Analysis: Strong command of programming and statistical analysis languages including Python, SAS, R, PySpark, Excel and SQL, leveraging these tools to extract, clean, and analyze data to derive actionable insights • Software Development Methodology: Applied Agile and Waterfall methodologies to drive the development process, fostering stakeholder collaboration and problem-solving adaptability SUMMARY • Detail-oriented and data-driven professional with a proven ability to analyze complex datasets and derive actionable insights, prioritizing team collaboration to enhance data-driven decision-making and boost organizational performance • Quick learner with a strong aptitude for adopting and implementing new data analysis techniques and Business Intelligence tools, including data visualization platforms like Tableau and Power BI, to improve reporting and enhance data storytelling • Exceptional leadership and organizational skills, complemented by advanced oral and written communication capabilities. Adept at translating technical data insights into clear business recommendations, thriving as a reliable contributor in both independent and cross-functional team settings
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