Jason Garza

Experience

• 

  Kaplan

  Jan 2014 - Apr 2014

  Indiana University Campus Representative
• 

  Indiana University

  Aug 2014 - May 2016

  Peer Financial Coordinator
• 

  Edward Jones

  Jun 2016 - Jan 2017

  Financial Advisor
• 

  JPMorgan Chase Bank, N.A.

  Apr 2017 - Mar 2018

  Relationship Banker

  • Analyzed spending, fee patterns, and goals of the existing and potential clients which generated savings, investment, and loan growth of approximately $634,000 per month that exceeded monthly projections for growth by an average of ~20%

• 

  TCDRS

  Apr 2018 - Jan 2019

  Investment Specialist

  • Directed, coordinated, and monitored settlement of transactions for alternative funds totaling $21B AUM• Managed liquidity through interacting with custodian bank, external managers, and consultants for long-only investment portfolios totaling $10B AUM• Reviewed and reported quarterly market commentaries for separate and commingled funds

• 

  Goldman Sachs

  Apr 2021 - Jun 2022

  Alternative Investments Client Services Team• Consulted the design of a client onboarding dashboard for Goldman Sachs’ fastest growing alternative investment fund• Promoted controls and automation to simplify risk management and increase efficiency• Maintained the fund rules and operational standards ensuring regulatory compliance is metTransfer Agent Vendor Oversight Team• Coordinated the review of over 100 of Goldman Sachs’ most sensitive institutional clients account setup procedures and wrote formal technical manuals to be utilized by Goldman Sachs and its transfer agent• Completed vendor oversight requirements related to quarterly scorecards, SOC-1/SSAE16 reviews, annual vendor risk reviews, and other related items• Performed a secondary review of processed client requests by transfer agent vendor Show less

  • Business Intelligence Analyst

    Feb 2022 - Jun 2022

  • Infrastructure Operations Analyst

    Apr 2021 - Feb 2022
• 

  TransUnion

  Jun 2022 - now

  Marketing Analytics and Sales Intelligence Consultant

  Sales Intelligence & Operations• Co-managed the development of a revenue forecasting Salesforce tool using third party developers now used by over 1,000 TransUnion sellers world wide• Migrated the revenue data of various acquisitions into the TransUnion Salesforce instance to allow for a unified dataset which can be used for reporting purposes• Guided Salesforce and CPQ experts on the finding and cleansing of bad data from the development to production environmentsMarketing Analytics• Developed marketing dashboards to help with the attribution of revenue to various marketing campaigns ensure higher efficiency marketing campaigns• Integrated the marketing data of large acquisitions with TransUnion data to allow the companies' marketing strategies to combine into one, holistic vision Show less