Benefit Finance Partners creates and manages structured financing solutions utilizing Bank-Owned Life Insurance and non-qualified deferred compensation tracking and reporting. With over 40 billion dollars of assets under management and over 80,000 plan participants, Benefit Finance Partners manages some of the largest and most complex plans for the country’s leading financial institutions.• Created reports for BFP’s clients detailing performance of BOLI products including cash flows, SVP wrap, and crediting rate attributed to policies based on the past year’s market return • Performed M&A due diligence researching regulatory standards and tax implications of the proposed transaction • Produced models reconciling cash flows between plan participants, insurance firms, and financial intermediaries to price a variable annuity product

• Constructed hedging model for NQDC plans to aid in non-qualified deferred compensation plan hedge tracking and projecting asset and liability values for policies with over 30,000 individual life insurance plans • Researched and implemented the corporate tax benefit of per participant tracking for non-qualified deferred compensation plans into the hedge tracking system