Resume


Matthew Dettman, ChFC, CLU


Professional Experience

Data Scientist - Self Employed
Clarksburg, WV - 01/2022 - Present

Senior Data Integrity Analyst - Osaic Wealth
Phoenix, AZ - 05/2021 - 12/2021

Regional Supervision Director - Osaic Wealth
Phoenix, AZ - 08/2017 – 05/2021

Investment Analyst - Cohn Financial Group
Phoenix, AZ - 01/2017 - 08/2017

Branch Office Examiner - Osaic Wealth
Phoenix, AZ - 04/2015 - 01/2017

Sr. Investment Specialist - Edward Jones
Tempe, AZ 07/2011 - 04/2015


Education

West Virginia University - Morgantown, WV

  • Master of Science in Business Data Analytics

Glenville State University - Glenville, WV

  • Bachelor of Science in Business Administration


Professional Certificates and Licenses

The American College of Financial Services - King of Prussia, PA

  • Chartered Financial Consultant (ChFC): Comprehensive education of financial planning, including insurance, taxation, retirement, and estate planning. Also includes behavioral finance, non-traditional family structures, and small business planning.
  • Chartered Life Underwriter (CLU): Demonstrates expertise in life insurance, estate planning, and business planning.

Financial Industry Regulatory Authority Licenses - “FINRA”

  • Series 7 – General Securities Representative Exam
  • Series 66 – Uniform Combined State Law Exam
  • Series 24 – General Securities Principal Exam
  • Series 52 – Municipal Securities Representative Exam
  • Series 53 – Municipal Securities Principal Exam
  • Series 4 – Registered Options Principal Exam

Insurance

  • West Virginia Insurance Producer License – Life, Health, and Variable Lines


Technical Skills


Computer Programming
  • R (tidyverse, Shiny, RMarkdown), Python (pandas, scikit-learn, OpenAI, langchang), SQL, Docker, AWS EC2, YAML, Git, CLI/Bash scripting.
Data Visualizations
  • Shiny, Quarto, ggplot2, plotly, Reactable, gt, CSS, HTML, Power BI, Tableau.
Applied Machine Learning
  • Clustering, Linear Regression, Random Forests, Gradient Boosting, pricing algorithms, churn modeling, time-series analysis, forecasting.
Cloud & DevOps
  • Docker, AWS EC2, S3, Docker Compose, Nginx, GitHub Actions, and CI/CD pipeline management.
Data Engineering
  • Data wrangling, ETL pipelines, data cleaning, working with APIs, Parquet, CSV processing, and database management (DuckDB, SQLite).