Nexla

Manager, Sales Development

500+ connectors for data integration leads to faster data products and RAGs

Nexla unifies:
→ data integration
→ data preparation
→ monitoring
→ governance
and delivering trusted data to users in their preferred systems and formats. 

Check out https://nexla.com and the offering on GenAI and RAG. 

Companies like DoorDash, LinkedIn, Johnson & Johnson and LiveRamp rely on Nexla for mission-critical data that drives their analytics, machine learning and business operations.

Sales Development Representative

Chasing Monday Coaching LLC

- Coached entrepreneurs and business leaders in developing and achieving short- and long-term business goals
- Developed a marketing strategy utilizing LinkedIn content to obtain passive leads
- Utilized email and LinkedIn messages to communicate with potential clients and “close the loop” on services

Business Development Consultant

Bank of America

- Ability to communicate with peers, managers, and executives spanning nine U.S states and three foreign countries
- Developed and documented policies and procedures to meet the evolving demand of operational and regulatory risk requirements
- Negotiated business requirements with 3rd Party Vendors to ensure timeliness, accuracy and completeness of information flowing into the organization

Assistant Vice President

- Mitigated a critical disruption of confidential communication between Bank of America and a Third-Party Vendor supporting consequential harm remediation efforts as a member of the Pre-Paid Card Unemployment Program in response to an OCC Consent Order serveing as lead technical advisor to internal and external stakeholders on AWS and Business to Business pathway technical requirements
- Automated data extraction, sanitization, and presentation processes, saving 10-man hours per week and enhancing the quality and accuracy of weekly high-level reports
- Educated leaders on system capabilities and broke down communication barriers, improving payment process flows
- Led process management team working with Sanctions Center of Excellence (SSCoE) and Global Financial Crimes partners to document the Bank of America Sanctions process end-to-end, and identify metrics and controls while recommending new controls to mitigate gaps and spillage
- Documented and tracked risks, results, and issues for a pre-paid card unemployment remediation project, working with internal partners and third-party vendors to ensure compliance and mitigate risk
- Created and presented technical documentation for Unemployment Pre-Paid Card claims investigation processes, leading to a contingency of operations for personnel turnover

Project Manager

National Gypsum Company

- Managed mill operations for a drywall manufacturing plant, overseeing 12 employees and raw material delivery. Ensured quality, safety, and efficiency standards were met and maintained.
- Ensured the purity of raw materials by conducting quality testing using various analytical methods and instruments. Compared the test results with the pre-established specifications and standards and reported any deviations or non-conformities to the quality control (QC) unit.
- Led a board reclaim project to recycle imperfect gypsum board for reuse, reducing waste disposal costs and increasing raw material availability.

Mill Supervisor

US Army

- Senior advisor to the Squadron Commander for all Communications and IT related projects
- Used phone and email to coordinate mission planning with sister squadrons as well as external civilian and federal organizations
- Presented for approval and implemented a remote work environment for all IT support staff during COVID-19
- Managed day-to-day operations and risk for help desk, information systems, and communications teams, providing reliable and secure network operations, information services, and data management for 500+ military and civilian personnel
- Created and instructed information security training regarding the proper use and risk measures of handling classified and unclassified data for an organization of 300 users while deployed to Afghanistan 
- Led and oversaw various IT/communications projects, including infrastructure re-cabling, SharePoint migration, tactical communications establishment, data lifecycle management, and multiple IT Network Device End of Lifecycle operations. Projects were delivered on time, within budget, and in accordance with quality standards and stakeholder expectations
- Ensured functionality and mission readiness of communications, computer, and network equipment across the organization, valued at over 10 million USD. Managed the security, care, and maintenance of the equipment, following best practices and DoD and NIST Standards for 2 years with zero incidents
- Developed monthly Unit Status Report (USR), compiling all unit inventory, personnel, equipment, and training metrics to be presented to the Department of Defense (DoD) for use in identifying units for future deployment

Senior Consultant (Captain)

Operations Manager | Assistant S3

IT and Communication Lead | Platoon Leader

As a Former Army Captain I'm passionate about helping individuals and teams unlock their full potential. 

Having worked in the Military, Manufacturing, and Financial Services industries I have continued to search for what truly makes organizations successful. From my experience this goal is enabled by organized and useable data. 

Proper use of data assets does more that just allows you to present and inform at all levels of the organization. It allows you to:

- Tell a story
- Take strategic action
- Focus on wins while mitigating losses 

Most organizations face an enormous problem when it comes to organizing, structuring, and using their data in a meaningful way. 

Nexla is primed to solve this problem by streamlining data process to quickly transform raw data into actionable insights. We do this by automating data workflows to enhance responsiveness to business needs. 

This not only speeds up decision-making, but allows for more frequent iterations of data products. 

If you are finding yourself in situations where you have mass amounts of data, but cannot use it to its fullest potential it might be time to reach out for some help.

You can get in contact with us at nexla.com (link in my profile), or send me a message and I'll be in touch.

Lets find some time to talk today!

Casey J. Klein

Wells Fargo

Data Management Analyst

Provides data governance and reporting as part of the Enterprise Data Strategy Governance and Oversight team during the annual data/records policy and standards refresh.  Analyzes risk policies to identify defects and works with stakeholders to correct the defects and become adherent to the policy and standards.

Data Governance Analyst

• The Control Management team is responsible for engaging with the relevant business groups to identify, assess, manage and mitigate current and emerging risk exposures associated with their activities and operations.

• Responsible for the monitoring and reporting of the status of issues and action plans.

• Worked in conjunction with business and risk-aligned control teams, this role provided insight for business and control leadership into key issues such that management has adequately evaluated root causes, identified appropriate action plans, and is delivering to plan or where additional resources may be required/

• Responsible for ensuring escalating issues through the Enterprise escalation tool, building processes around how notifications should be sent and reporting to senior leadership.

• Engaged with large/matrixed team of risk professionals and work cross functionally with multiple support partners.

• Ensured data being entered in the system of record meets all required standards and expectations.

• Acted as an advisor to more experienced leaders in developing risk mitigation strategies for complex and highly integrated business specific risk across different business lines.

• Monitored, measured, evaluated, and reported on the impact of decisions and business controls to the relevant business group and enterprise function.

• Provided vision, direction, and expertise to more experienced leaders on implementing innovative and significant business solutions for highly complex risks associated with business operations.

• Engaged with all levels of roles across the business group, and serve as an experienced advisor in designing and implementing risk mitigation strategies, business processes, and controls that mitigate risks and address regulatory requirements.

Senior Control Management Specialist

Walmart Distribution Center

In this role I led the daily quality meetings to review shift performance, identify gaps, and apply Continuous Improvement methods to achieve zero-loss goals. I analyzed, prepared, and reviewed data to identify needs for operational improvements and communicate those results, plans, and change initiatives to associate and management teams.

Organized and co-authored five focused improvement projects to reduce waste from freight processing times. Decreased processing times by 15%,  saving the company $100,000 in one six-month period. 

Managed large data sets while creating and running complex data analysis to improve audit processes that led to an 85% efficiency rating, up from 60%. 

Structured and analyzed data using pivot tables and tableau dashboards to determine progress on continuous improvement projects and the KPIs for an organization of 1000+ associates.

Implemented value stream mapping techniques within the department that drove inspection time down by ten minutes per trailer, which gained 90 total minutes per shift each day.

Hired, trained, and managed  Quality Assurance team of up to nine associates, resulting in effective integration of processes that led to a 10% decrease in inventory adjustments.

Mentored nine associates, providing feedback to augment skills/knowledge, leading to 91% increase in work performance.

Conducted audits on inventory capacity to maintain accurate count within the 99.6% quality standard.

Quality Assurance Manager

Organized and analyzed data to determine progress on individual initiatives and overall programs in service of 700+ customers.

Identified improvement areas and recommended remedial initiatives. Achieved 89% reduction in equal opportunity complaints.

Examined statistics of assigned organizations to determine any deficiencies in awards to minorities, women, and a job series. 

Assisted the Senior Equal Opportunity Program Manager to formulate/execute policies and procedures relating to conflict and dispute resolution and the complaint process. 

Stepped up to fill a need, managing SHARP daily operations, training schedules, and professional development for six SHARP Advisors, as well as the development and activation of the SHARP Action Plan policy.  

Recognized and assessed sexual assault/sexual harassment trends for an organization with 3K+ employees. Achieved a 60% reporting increase and was recognized and sought out by senior management for SHARP experience and knowledge.

Business Program Manager

Prepared monthly technical project status reports and provided comprehensive metrics to the Program Manager and key stakeholders on cost reduction and performance status.

Executed new contract actions, reviewed statements of work, and updated task orders, ensuring accurate flow of contractual information to the proper legal authorities.

Led and coordinated 67 projects worth $12M, driving infrastructure improvements for key stakeholders. 

Increased a product flow by 43% and served in program management positions that ensured adherence to policy and took on initiatives to create an equitable, safe workplace. 

Trained subordinate project coordinators in significant requirement changes for budgets, project proposals and final approvals.

Investigated production costs and recommended detailed documentation strategies to ensure program sustainability and reduce program costs by $10,000 annually.

Produced new tool to conduct continuous improvement and reporting; implemented new processes leading to 43% increase in product flow.

Created and maintained database for all projects; ensured all documents were 100% accurately maintained and accounted for.

Senior Project Manager

Identified non-compliance, procedural, and control deficiencies, developing solutions through root cause analysis. Achieved 98% customer satisfaction rating using surveys.  

Executed process deep dives and measured data for review to ensure finished services complied with required laws, policies, and governance standards.

Arranged quality data that was critical to management reports, as well as presentations for operations management summarizing quality trends and service difficulties.

Applied six-sigma data analysis; advised key stakeholder on changes to processing systems across entire enterprise.

Utilized lean principles to communicate directives more efficiently, improving the communications process across the organization.

Regulatory Compliance Analyst

FourBlock

Professional networking and education in order to enhance my knowledge and understanding of corporate America in order to successfully transition from military to civilian life.

Graduate

At Wells Fargo, our commitment to data integrity and operational efficiency is paramount. The role as Data Management Analyst draws upon a solid foundation in data governance, honed through a previous role at Bank of America, where the team and I analyzed and managed policy adherence and risk. 

With a Lean Six Sigma Black Belt certification, expertise in process mapping, and a knack for problem-solving, the focus remains on advancing the strategic planning and oversight necessary to ensure the reliability of our financial services. This dedication to excellence not only enhances our data management systems but also solidifies the trust of our stakeholders in the robustness of our governance frameworks.

taplio

The Battle

Casey J. Klein

Eric Vancour, LSSBB

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