Reilly Gonzalez
About Reilly Gonzalez
Reilly Gonzalez is the Manager of Business Intelligence - Retail Strategy at TD Ameritrade in Southlake, Texas, with a background in data analytics and business administration.
Current Role at TD Ameritrade
Reilly Gonzalez is currently serving as Manager, Business Intelligence - Retail Strategy at TD Ameritrade. This role in Southlake, Texas has been held since 2019. Reilly contributes analytics expertise in meetings with third-party vendors and insurance carriers, ensuring the quality of annuity contract data. Additionally, Reilly designs monthly Retirement Product performance analyses, presenting actionable insights to the senior leadership team of a $275 billion Retirement business.
Previous Experience at TD Ameritrade
Before becoming Manager, Business Intelligence - Retail Strategy, Reilly Gonzalez worked as a Rotational Analyst in the Emerging Talent Program at TD Ameritrade from 2018 to 2019. This role provided foundational experience in business intelligence and retail strategy, spanning one year in Southlake, Texas.
Experience at Northwestern Mutual
Reilly Gonzalez gained valuable industry experience at Northwestern Mutual in 2017. Serving initially as a Recruiting Intern for four months, Reilly then transitioned to the role of Financial Representative Intern for a seven-month period. These roles were based in Oklahoma City, Oklahoma, and offered crucial exposure to the financial services sector.
Education and Academic Background
Reilly Gonzalez completed a Master of Science (MS) in Advanced Data Analytics at the University of North Texas, from 2020 to 2022. Prior to this, Reilly earned a Bachelor of Science (BS) in Business Administration with a specialization in Economics from Oklahoma State University, studying there from 2015 to 2018. Reilly also completed high school at Edmond North High School between 2011 and 2015.
Notable Projects and Contributions
Among various projects, Reilly Gonzalez developed a new market summary Tableau reporting suite for TD Bank client referral program partners. This suite saved relationship managers over 10 hours per month in reporting tasks, significantly enhancing operational efficiency. Additionally, Reilly was promoted to Manager, Business Intelligence - Retail Strategy after 18 months of serving as Analyst II in the same role.