Economics + Data Science · UMass Amherst ’27

Focused on wealth management, informed by data and technology.

I’m Alan Grebelsky, an early-career analyst pursuing a career in wealth management. I bring an Economics and Data Science background to financial analysis, client-focused decision making, and technology-enabled strategy.

Current
Business Operations & AI Strategy Intern at Lantern
Education
Economics & Informatics–Data Science · GPA 3.7
Focus
Wealth Management · Financial Analysis · Data

Profile

Analytical thinking, grounded in business.

Economics and Data Science student at UMass Amherst focused on using analysis and technology to improve decisions, products, and operations. I’m currently contributing to AI-native product strategy, research, and go-to-market work at Lantern.

My primary focus is wealth management, where I can combine financial knowledge, analytical thinking, and strong client relationships. I’m also preparing for the SIE while continuing to build experience across financial analysis, data analytics, AI strategy, and technology.

Experience

Work across strategy, sales, and entrepreneurship.

Real-world experience translating research, customer needs, and operational goals into action.

L

Present
Remote

Lantern / LanternBRP

Business Operations & AI Strategy Intern

Current
  • Contribute to AI-native product strategy for a Business Resource Planning platform serving small and mid-sized businesses.
  • Support competitive and market research across workflow automation and centralized data systems.
  • Contribute to go-to-market initiatives and operational planning for tools designed to improve efficiency and scalability.
AI StrategyMarket ResearchBusiness OperationsGo-to-Market

A

Summer–Fall 2023
Shrewsbury, MA

Aerosimple

Telephone Sales

  • Conducted outreach to airport managers to introduce and demonstrate SaaS solutions.
  • Scheduled follow-ups supporting product awareness and pipeline development.
SaaS SalesOutreachProduct Demos

P

2022–2024
Shrewsbury, MA

Premier Pressure Washing

Co-Founder

  • Co-founded and operated a home maintenance service from launch through delivery.
  • Built repeat business through reliable service and strong customer relationships.
EntrepreneurshipOperationsClient Relationships

Selected work

My Projects

02

Business Strategy · Research

Altai AMS Competitive Research

Worked directly under the co-founder and collaborated with the engineering team to research AMS competitors and map CRM, finance, member-portal, and segmentation capabilities for LanternBRP product strategy.

Competitive AnalysisCRMAI Strategy
03

Econometrics · R

College Education & Income Effects

Examined the relationship between higher education attainment and income using public data and regression methods.

EconometricsPublic DataStatistical Inference
04

Market Analysis · Excel

Wine Characteristics & Pricing

Modeled how texture, acidity, and alcohol content influence pricing; the regression produced an R² of 0.71.

ExcelRegressionMarket Analysis
05

Software · Python

Vending Machine Simulator

Built inventory, payment validation, purchase flow, balance tracking, and per-item sales analytics with Python OOP.

PythonOOPData Structures
06

Software · Python

Smart Thermostat Scheduler

Designed a programmable thermostat class with chronological scheduling and interval lookup logic.

PythonAlgorithm DesignScheduling
07

Product Strategy · Go-to-Market

TalentLaunch BRP Product

Worked directly with the Chief Product Officer and engineering team to help create and finalize a recruiter operating-system demo integrating cross-brand analytics, recruiting workflows, financial operations, and AI-assisted prioritization.

Competitive ResearchProduct StrategyGo-to-Market

Capabilities

Tools for analysis, strategy, and execution.

01

Data & Analytics

Python · R / RStudio · SQL · Excel · Machine Learning · Statistical Modeling · Data Visualization

02

Finance & Business

Financial Management · Market Research · Business Operations · Strategy · Financial Markets

03

Technology

AI Strategy · Automation · Data Analysis · Product Research · CRM

04

Leadership & Communication

Leadership · Team Building · Problem-Solving · Adaptability · Client Relationships

Languages

English — Fluent · Russian — Fluent · French — Beginner

Finance preparation

SIE (in progress)

Education

University of Massachusetts Amherst

B.S. Administration of Economics · Secondary Major: Informatics – Data Science

Candidate, December 2027
Amherst, MA · GPA 3.7

Manning College of Information & Computer Sciences / Social and Behavioral Sciences. Coursework includes machine learning, public data analysis, econometrics, and financial planning.

Data Science Club · Economics Club

Quinsigamond Community CollegeGeneral Studies · One semester · GPA 3.97

Completed one semester before transferring to UMass Amherst.

Interactive profile

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Open to opportunities where finance, analysis, and technology meet.