Konrad Wisniewski

Konrad Wisniewski , MRes 48 Clark Avenue, East Haven, Connecticut, 06512 | - | 4, September, 1991 |-| LinkedIn | GitHub Dual citizen: American and Polish/European LANGUAGES: English – native language; Polish – speak and read. PROGRAMMING PROFICIENCY: Alteryx, Python, SQL, Stata, MarketSight, Qualtrics, Tableau, Knime. CERTIFICATIONS: Harvard Online: Certificate in Data Science for Business 2021 EDUCATION Universitat Autònoma de Barcelona, Barcelona, Spain (UAB) Masters of Research (MRes) in Applied Economics September 2018 – July 2019 Thesis: “Effects of Funding and Expenditure on Student Graduation in New York School Districts: A Multilevel Model Analysis” • Applied Statistics, Econometrics, Multivariate Analysis, Applied Micro/Macro Economics, Finance & Entrepreneurship, Productive Efficiency & Innovation, Advanced Econometrics, Public Economics, Ecological Economics, Urban Economics, and Applied Industrial Organization. Eastern Connecticut State University, Willimantic, Connecticut Bachelor of Arts (BA) in Business Economics; Minor in Business Administration Thesis: “The Roles of Teacher Quality, School Quality, and Socio-Economic Background, on the Impact of a Student’s Success” • Educational experience in Money and Banking, Statistics, Law and Economics, Intermediate Micro/Macro Economics, and Quantitative Methods for Business and Economics. 2014 PRACTICAL WORK EXPERIENCE Aetna, A CVS Health Company, Hartford, Connecticut Analytics Consultant September 2019 • Develop & deliver decision support tools, reporting applications, insights and business intelligence based on advanced analyses and studies to support health care policy, benefits and operational decision making by Aetna internal & external constituents. • Extract, collect, analyze and interpret health, utilization and financial data from many sources to address business questions regarding population health management, health and economic outcomes, quality of healthcare, healthcare program and product design, healthcare provider network design & other business needs. • Work on continuous audits throughout the year for Internal Audit as well as provide massive data support to every team a part of the Internal Audit Department. LIMRA, EMEA (Life Insurance Market Research Association – Europe, Middle East, Africa), Barcelona, Spain Research Analyst December 2017 – September 2019 • Support distribution research including financial institutions, full-service and independent broker-dealers, and registered investment advisors within the financial services industry for the EMEA region. LIMRA (Life Insurance Market Research Association), Windsor, Connecticut Research Analyst September 2014 – August 2017 • Support investment-focused distribution research including financial institutions, full-service and independent brokerdealers, and registered investment advisors within the financial services industry. • Took on numerous projects involving construction of surveys and data analysis including: • Heading quarterly and yearly surveys involving broker-dealers, life insurance carriers, banks, and other financial institutions. • Written articles for the trade press that the financial services industry relies upon. • Primary/secondary research involving data from producer and consumer panels to create discovery reports. • Gained exceptional experience in survey construction, the use of tools and techniques for data analysis, as well as reporting on current financial services industry issues. PUBLICATIONS AND PAPERS IDD and Remuneration Study 2019 - LIMRA EMEA A study on the impact that the Insurance Distribution Directive (IDD) has on EU Insurance firms and its role on remuneration structure. 2019 Takaful Distribution - LIMRA EMEA A high-level view of how Takaful operators around the world distribute Takaful products. A part of LIMRA EMEA’s Global Takaful Report Mini-series. 2019 Takaful: A Global View - LIMRA EMEA A high-level global view of Takaful practices and the models used, regulations implemented, and products sold around the world. 2018 Regulation Snapshot 2018 - LIMRA EMEA 2018 Konrad Wisniewski, MRes PAGE 2 A high-level view of the most impactful regulatory events taking place in 2018 and the near future. Agent Production & Retention Study 2017 - LIMRA EMEA LIMRA EMEA’s 2017 Middle East Agent Production and Retention Study. 2017 Humans or Machines for Advice? Both are Vital - LIMRA As consumers have more avenues to find financial advice, advisors can leverage technology to better meet their growing needs. 2016 How to Get Robo-Advisors to Work for You – InsuranceNewsNet Magazine Traditional financial advisors can learn how to implement robo-advisors into their practice. 2016 Bank Life Insurance Sales - LIMRA Quarterly high-level overview of individual life insurance sales in banks. 2016 Rise of the Machines: I’ll Be Back… With Your Recommended Allocations - LIMRA Investment product robo-advisor white paper. 2016 2016 Bank and Credit Union Life Insurance Study - LIMRA This report examines how financial institutions organize and manage their life insurance programs. 2016 Banking on Loyalty: Leveraging Relationships to Engage Today’s Bank Customers - LIMRA This report examines what satisfaction and loyalty really mean and the implications for the relationship between customers and their primary bank or credit union. 2015 The Impact of Robo-Advisors: Consumers Share Their Views - LIMRA Consumer views on robo-advisors, new investment product within the financial institution distribution channel. 2015 Banking on Success: Key Factors in Carrier Relationships – LIMRA’s MarketFacts Quarterly Magazine This article examines factors in the carrier relationships from the financial institution’s perspective. 2015 The Impact of Robo-Advisors: Financial Professionals Share Their Views - LIMRA Financial professional views on robo-advisors within their practice and around the financial services industry. 2015 2015 Bank Life Insurance Study - LIMRA This report examines how financial institutions organize and manage their life insurance programs. 2015 PRESENTATIONS AND SPEAKING ENGAGEMENTS CFA Spring Investment Conference Event Chartered Financial Analyst Hartford (CT) Chapter; robo-advisor fact presentation. 2016 LL Global Board LIMRA; Millennial Financial Literacy presentation to LIMRA’s Board of Directors. 2016 SRI Board LIMRA’s Retirement Conference in Boston; Millennial Financial Literacy presentation to LIMRA’s Secure Retirement Institute Board of Directors. 2016 Lincoln Financial Group LIMRA; robo-advisor fact webinar presentation to the broker-dealer Lincoln Financial Group. 2015 5 in 15: Five Things You Need to Know About Robo-Advisors in 15 Minutes LIMRA; robo-advisor fact webinar presentation to the participating trade association members. 2015 Compliance Roundtable presentation LIMRA; robo-advisor fact presentation to LIMRA’s compliance roundtable participants. 2015 Lincoln Financial Group LIMRA; robo-advisor fact webinar presentation to the broker-dealer Lincoln Financial Group. 2015