-Manage logistics and coordinate with external speakers for all programming (in-person events, live webinars and on-demand training courses)-Supervise and support analysts’ performance in carrying out event logistics and marketing efforts-Coordinate and network with potential speakers for content ideas and further partnerships with CDIAC-Participated in the storyboarding, creation and marketing of on-demand programs-Innovate and modernize Ed Unit processes, tools and resources to improve accessibility, quality and ease of use for staff and constituents

-Lead analyst on the 2019, 2020 and 2021 HELP II Annual Report-Lead analyst for 6 bond issuances totaling over $1.9 billion-Lead analyst for five HELP II loans totaling an amount of $8.1 million-Designed Access and Excel applications for storing and tracking application responses and training packet for application scorers for the $1.5 billion Proposition 4 (Children’s Hospital Program)-Helped design special loan related programs to aid health facilities that have been impacted by COVID-19 and evaluate the resulting impact these new programs would have on existing CHFFA programs-Worked on several modernizing efforts including the creation of an online version of the HELP II application, the reworking of department webpages and internal file organization

-Lead analyst on the 2018 HELP II Annual Report-Lead analyst for three HELP II loans totaling $1,475,000 -Lead analyst for $590 million Providence St. Joseph Health bond issuance-Helped create the $1.5 billion Proposition 4 (Children’s Hospital Program) regulations, applications, webinars and scoring criteria-Worked on $600 million Stanford bond issuance and $300 million Stanford commercial paper amendment-Regularly coordinate with current borrowers and internal staff to fulfill time sensitive delegation action requests

-Looked for patterns in both Account Executive calls and Mortgage Specialist calls that needed to be corrected, improved or admonished including personnel behavior that required disciplinary action -Wrote a total of two to five reports a day on Mortgage Specialists addressing areas of weakness and strength in order to improve overall company sales-Created and refined the grading criteria for both Account Executive calls and Mortgage Specialist calls-Bridged communication between the management and training in the Sales and Marketing departments