Allie Bergmann

Sisu Ventures, LLC

• A passion project dedicated to leveraging AI in proprietary innovation initiatives, with a primary focus on the fintech space.
• Build and maintain algorithmic trading pipelines and dashboard performance monitoring, with fully autonomous rebalancing and risk management controls. This also includes using standard Python ML libraries, administering PostgreSQL databases, and maintaining GCP virtual machines in a customized ecosystem.
• Offer consulting services in the Data Analytics/Data Science domains, with a focus on business intelligence applications.

Ulta Beauty

• Manage a team of data scientists with a proven track record of developing talent, building high-performing data-focused teams, and facilitating cross-disciplinary projects while fostering organizational collaboration.
• Design, research, and implement data science projects that leverage computer vision, gamification, AI, and GenAI in the retail digital innovation space.
• Rebuild and improve legacy recommender systems and customer-facing personalization integrations in digital channels.
• Lead an end-to-end wayfinding indoor positioning initiative pilot and facilitated third party vendor relationships.
• Lead architectural restructuring initiatives, such as VM migration for the team to updated GCP ecosystem.
• Apply a spectrum of data science methodologies to address real-world business problems and requests to enhance product value and customer experience.

• New Leader Development Program: A structured leadership development program which includes networking, assessments, and formal and informal leadership learning experiences. A three-day experience with a focus on "Building Your Talent Bench," "Developing Your Associates," and "Strengthening Your Leadership Capabilities."

EXEGY

• Design and research statistical arbitrage strategies and end-to-end pipelines for intraday and daily trading, specializing in the momentum trading space.
• Wrangled intraday trading datasets of multiple petabytes in size for use in statistical models.
• Refactor and redesign research tools and pipelines, such as dynamic strategy back testers.
• Refresh and retrain existing machine learning models for client-facing products.

EDWARD JONES

• Lead efforts on financial advisor clustering analysis to evaluate FA P&L efficiency and determine FA professional objectives.
• Partnered with dynamic portfolio optimization team to lend strategic and technical support on a tool that leverages trade scheduling and portfolio rebalancing.
• Led efforts on privileged projects in the AML space.
• Developed sensitivity analysis, model performance analysis, and performed improvements for a suite of AML models.
• Performed unit testing on internally created Python libraries.

• Led annual pricing review initiatives to benchmark company pricing policies and generated scenario analyses for future pricing changes. This effort led to a nearly year-long evaluation of present and future/long-term pricing strategies.
• Created a dynamic practice impact calculator to determine changing industry effects on branches for varying business strategies. The calculator was leveraged for the production of a branch-facing tool to provide significant value to the field. This project utilized analytical acumen as it pertains to database capacity, best practices for calculation logics, and branch practice business acumen.
• Worked with business owners and project leaders to develop KPIs, and leverage economic models in efforts to research new business strategy proposals.
• Consulted on a DEI initiative design and analysis for financial advisor groups. This included conducting propensity scoring, control group design, A/B testing, and subsequent initiative efficacy analysis in Python.
• Assisted in the review of a previous focus client measure and its associated supervised learning model to ensure continued feature relevance and potential use cases in other future business developments. This review also included the exploration of gaps and opportunities for the model going forward, and any potential road blocks in potential analyses. This project required significant ETL capabilities and data source acumen.
• Peer reviewed a Letter of Authorization / fraud detection initiative that generated a significant monetary influence.
• Assisted with development, scenario modeling, and peer review of a program migration model for potential future business segments, where over $1T of client funds and approximately 19,000 advisors would be affected by program parameters.
• Facilitated supporting redundancies in Python for a supervised and unsupervised learning client lifetime value project generated in R, for future business purposes.
• Developed a workbook library for basic Python training, as well as collaborated with the Data Science team on repositories containing code snippets and parameters for best practices.

FEFA, LLC.

• Oversaw all operations, portfolio management, compliance procedures, and quantitative analytics for FEFA Asset Management.
• Collaborated with senior management team to develop and adapt sales processes, company policies, and address any personnel concerns.

• Created process for researching, building, and managing all 30+ company portfolios.
• Automated asset management processes, including account information audits, form submissions, portfolio tracking and management.

• Led workshops and one-on-one retirement prep counseling sessions for federal employees.

Salarium Trading, LLC.

• Co-founded a proprietary, algorithmically-based trading LLC specializing in swing trading strategies for U.S. equities and cryptocurrencies.
• Built strategies, databases, risk management systems, self-balancing portfolio algorithms, and trading architectures from scratch using Python.

Tradebot Systems, Inc.

• Devised an indicator for use in a machine learning trading model that tracked spread deltas on a quote-by-quote basis to determine microstructure momentum.
• Designed an exit strategy based on an alpha decay model to improve capture rate.
• Developed a Jupyter library of technical analysis indicators and corresponding optimal parameters strategies.