Kerry Kovacik

Kerry Kovacik has a diverse work experience spanning several industries. They started their career at ROBERT J. ECKHARDT & CO., P.C. as an Administrative Assistant and later transitioned to the role of Operations Manager & Registered Sales Associate. In this role, they managed interoffice operations and processes, completed tax filings, and generated financial statements.

They then moved on to Merrill Lynch, where they worked as a Registered Client Associate and later as a Senior Registered Client Associate. Their responsibilities included trading managed investment accounts, creating and analyzing reports and visualizations for 401(k) plans, and managing vendors and clients as a 401(k) plan liaison.

After that, Kerry joined Guideline as an Operations Associate and eventually became a Senior Operations Associate. In these positions, they focused on improving workflows, building reports and dashboards, and working cross-functionally with Product to enhance features and specifications.

Most recently, Kerry joined Rocket Money (formerly Truebill) as a Data Analyst and later transitioned to the role of Analytics Engineer. They were responsible for cleaning and transforming raw data, conducting rigorous testing, and creating new data pipelines.

Overall, Kerry Kovacik has gained extensive experience in operations, analytics, and finance throughout their career.

Kerry Kovacik completed The Data Analysis and Visualization Boot Camp at Texas McCombs School of Business from 2018 to 2019. Prior to that, Kerry obtained a Chartered Retirement Planning Counselor (CRPC) certification from the College for Financial Planning in 2017. Kerry holds a Bachelor of Arts degree in Psychology from St. Joseph's College (NY), which was obtained by the end of 2006. Additionally, Kerry obtained a certification as a dbt Certified Developer from dbt Labs in October 2022.