• Manage daily operations, SOX controls, and reconciliations for $4B Corporate 401K and $6B Pension portfolios, ensuring compliance and accurate financial reporting. • Oversee $40MM in monthly retiree benefit payments, while maintaining equity/fixed income balance and managing daily portfolio cash flow.• Lead year-end FASB 157 Fair Value assessments, ensuring accurate security categorizations for pension and 401K portfolios.• Support portfolio restructuring efforts, including in-kind transitions and trustee RFP selection for our Defined Benefit and Defined Contribution plans.• Spearhead cross-functional automation project, saving 100 hours annually by integrating SAP and Hyperion for processing $35MM in annual trust invoices.• Produce asset manager performance review analytics and craft investment insights for C-suite decision-making.• Run scenario analysis on potential pension risk transfer transactions and interest rate impact on asset valuation. Conduct research and due diligence on retirement strategies, including annuities, target date funds, and alternative assets (real estate, digital assets, commodities, etc).

• Led portfolio SKU optimization project: calculated 5-year profitability, consumer conversion & manufacturing parameters of 50 cigarette SKUs, eliminated 4 from retailers in Outer US and Duty-Free regions.• Managed performance of a $40MM Marlboro Rewards program: used forecasting & consumer point redemption trends to advise brand leaders on optimal monthly promotion spend.• Managed a $200MM advertising budget for 10 premium & discount cigarette brands.• Advised Altria International Sales director on 3YP volume growth, OCI & pricing post-COVID using tobacco industry competitive analysis and PL forecasting (sales, manufacturing costs and promotional spend).

• Proposed $4B Leveraged Buy Out Acquisition of Robotic Process Automation company, to optimize CDC’s National Pandemic Strategy. • Built an 8-year Discounted Cash Flow Valuation Model and estimated 40% IRR and 52% cost reduction.

Project Focus Area: Healthcare Disruption Risk Framework development and application. • Built a Risk Framework to measure Urgency & Magnitude of 8 Healthcare Disruptors in any US Hospital.• Applied Framework to a rural hospital and customized a risk mitigation strategy for highest rated disruptors.

• Point of contact for transaction management: liaising between clients, attorneys & due diligence firms. • Daily funding, investor relations and post-spin off operational strategy of a 44-client, $200MM loans portfolio.Sample Transaction:- $12MM Senior Secured Revolving Line of Credit Facility to Skilled Nursing Operator- Prepared loan risk ratings; analyzed AR collateral & AP Aging trends; recommended liquidity factors, eligible net receivables and yield. - Researched State Payor Reimbursement Trends (i.e. Medicare) to prepare financial forecasts. - Projected free cash flow to determine transaction debt servicing and covenant scenarios.

• Valued a wind energy investment using 15-year Discounted Cash Flow Model and Energy Industry Comps. • Recommended a $100MM debt investment solution with reserves to meet 1.5X debt service coverage ratio.

Analyst – Global Wealth Management - Strategic Partnerships Group - Business Development • Designed large scale survey and used statistical analysis to measure advisor performance and satisfaction. Analyst - Shared Services and Banking Operations - Institutional Equity Division• Managed equity derivative account launches for 30 institutional clients. Day to day client asset servicing and relationship management.

• Produced DCF Enterprise Valuation model for potential acquisition of a $200MM TV media firm.• Researched leveraged loan data for offering memoranda of a $40MM capital raise for a BDC fund.