Joseph W.

Operations & Analytics

New Yorkgtme · universe-v1
Clayex-Citiex-Vercel

About

My career began in a rotational program that exposed me to Lean/Six Sigma, SQL, formal project management, business strategy, and more. Ten years in, my broad focus has taken me from the Fortune 500 through stops with Non-profit and high-growth Start-up teams in a variety of functions. In all roles and with all teams, I like to help optimize and collaborate - digging deep in discussions and data, finding creative solutions, and executing on the right issues in sustainable and efficient ways. ___ JoeWard.me

Company history

  1. CitiIntern - Citi Capital Advisors2011-05 – 2012-08 · 1y 3mo
  2. VercelGTM Analytics Manager2023-12 – 2025-04 · 1y 4mo
  3. Charles SchwabProcurement Operations & Analytics - Senior Manager2016-05 – 2022-05 · 6y
  4. Practice Makes PerfectOperations Consultant2015-10 – 2016-03 · 5 mo
  5. TD AmeritradePortfolio Project Management (PMO)2014-07 – 2016-04 · 1y 9mo
  6. TD AmeritradeStrategy Analyst - Lean COE2013-06 – 2013-12 · 6 mo
  7. VercelRevenue Operations ManagerRevOps2022-05 – 2023-12 · 1y 7mo
  8. ClayGTM Engineer (Ops)2025-08 – present · 1y
  9. TD AmeritradeRetail Sales and Operations Analytics2014-01 – 2014-06 · 5 mo

Skills

sqlRevenue OperationsProject Portfolio ManagementCompany ValuationMarket AnalysisSales OperationsContinuous ImprovementSnowflakeKey Performance IndicatorsD3.jsProduct AnalyticsData ScienceGo-to-Market StrategyFinancial Planning and Analysis (FP&A)Standard Operating Procedure (SOP)Data Build Tool (DBT)Stakeholder ManagementPeople ManagementBusiness Intelligence (BI)LeadershipProject Management

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