Jeffrey Holguin
About Jeffrey Holguin
Jeffrey Holguin is a Senior Data Quality Engineer at AdvisorEngine, where he has worked since 2015. He has a strong background in the financial services industry and has held various roles, including Project Coordinator at IPC Systems, Business Analyst at UBS Wealth Management, and Lead Analyst at E*TRADE Financial.
Current Role at AdvisorEngine
Jeffrey Holguin serves as a Senior Data Quality Engineer at AdvisorEngine since 2015. In this role, he focuses on ensuring the integrity and accuracy of data within the organization. His responsibilities include analyzing data quality metrics and implementing solutions to enhance data reliability. Holguin's expertise in data management tools supports the company's commitment to delivering high-quality financial services.
Previous Experience in Financial Services
Prior to his current position, Holguin worked at several notable companies in the financial services sector. He was a Lead Analyst at E*TRADE Financial from 2010 to 2013, where he specialized in cost basis reporting. He also held the position of Business Analyst at UBS Wealth Management for two months in 2013 and served as a Project Coordinator at IPC Systems, Inc. for three months in 2014. His roles have contributed to his strong background in wealth management and fintech.
Educational Background
Jeffrey Holguin studied Accounting at Montclair State University, where he earned a Bachelor of Science degree from 2008 to 2010. Prior to that, he attended Bergen Community College, achieving an Associate of Science degree in Accounting from 2006 to 2008. His educational background provides a solid foundation for his career in data quality and financial analysis.
Technical Skills and Tools
Holguin possesses expertise in a variety of data management and analysis tools. His skill set includes PostgreSQL, Redash, Jira, Splunk, DataGrip, Jenkins, and Microsoft Office. These tools enable him to effectively manage data quality and support analytical processes within his current role and previous positions.
Communication and Relationship Management
Holguin has demonstrated strong verbal and written communication skills throughout his career. He has maintained strong relationships with vendors while supporting major wealth management clients. His ability to communicate effectively complements his analytical skills and enhances his contributions to team projects.