Manager of commercial sales team in New England.

In charge of P&L, forecasting, budgeting, business development, fleet maintenance, payroll, hiring and coaching.

• Worked on behalf of clients seeking venture debt to help drive a competitive bidding process among lenders in order to achieve the best terms and conditions. • Determined the best strategic use of a venture debt round, identified the optimum cash structure and defined the companies objectives.• Targeted the appropriate lenders for specific deals and collected term sheets from interested parties.• Negotiated viable term sheets and selected the single most appropriate lender and deal for the company.

• Researched 15 largest Prime Money Market Funds in order to provide fundamental analysis to Treasures and CFO’s responsible for money fund investment decisions.• Analyzed portfolio risk, advisor/management risk, shareholder risk, systemic risk and yield & return.• Researched auction rate securities that provided fundamental analysis for institutional investors facing liquidity issues.• Analyzed broker-dealers, issuers, servicers, insurers and underlying credit worthiness of varying securities.• Provided written analysis of specific securities such as some insight on liquidity probability, interest payments and recovery of principal.• Created monthly and quarterly performance reports, compliance reports and liquidity forecasts for client accounts.