Evan Pace
Financial Planner at Prudential Financial/LPL
Village of Pittsford, New York, United States
Summary
👤
Senior🎓
Top SchoolEvan Pace is a finance-focused business analyst and financial planner with nine years of experience blending revenue operations, BI, and stakeholder-driven process improvement in healthcare and financial services. He has led companywide BI systems, managed complex SQL data pipelines, and maintained an 800+ report directory covering $1.3B in annual revenue—translating technical data work into actionable operational savings. Known for troubleshooting nightly ETL jobs, validating Power BI dashboards, and streamlining resource-intensive reports, Evan bridges technical teams and business users to deliver reliable reporting and audit-ready documentation. Now at Prudential/LPL as a Financial Planner, he pairs analytical rigor from RIT finance training with hands-on revenue operations experience to optimize financial workflows and client outcomes. An underappreciated strength is his knack for surfacing inefficiencies that others accept as “normal,” turning them into measurable time and cost reductions.
9 years of coding experience
Associate's Degree Business Administration and Management General, Associate's Degree Business Administration and Management General at Monroe Community CollegeHilton High SchoolBachelor’s Degree Finance, Bachelor’s Degree Finance at Rochester Institute of Technology - Saunders College of Business
English
Github Skills (6)
microsoft-edge1
selenium-webdriver1
browserstack1
webdriver1
selenium1
microsoft1
Github contributions (5)
evanbaule/dotfiles
Sep 2019 - Nov 2022
Contributions:10 commits, 10 pushes, 1 branch in 3 years 2 months
evanbaule/sp17
Feb 2017 - May 2017
Contributions:84 pushes, 1 branch in 2 months
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