Resume

Matthew Dettman, ChFC, CLU

Professional Experience

Data Scientist/Analytics Specialist/Data Analyst - 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, RStudio, RMarkdown, tidyverse, Docker, AWS Ec2, and Shiny. Also Python, SQL, and YAML

Data Visualizations

• Shiny, Quarto, ggplot, Plotly, DT, CSS, HTML, Power BI, and Tableau.

Applied Machine Learning

• Clustering, linear regression, pricing algorithms, churn modeling, time-series, and forecasting.