Merkle Tree works with founders and companies to access Employee Retention Tax Credit (“ERTC”) refunds. Our partners help guide clients throughout the ERTC process, including basic discovery/education, determining eligibility, calculating the maximum available credit, and creating the necessary documentation for each client’s filings. Our team has helped hundreds of companies access tens of millions in ERTC refunds.

With Honeybee since Day 1, working with sub-contractors to get our pilot store open on time and on budget. Career finance professional, focusing on operations and reporting, and has worked on Wall Street and in California for several noteworthy firms. Familiar with multiple technology platforms used in financial reporting, and has acted in the role of technology integration for several firms, including for Honeybee.Primarily responsible for daily operations of Honeybee stores and corporate activities outside the kitchen. This includes all technology integration (apps, comms, POS), as well as HR, logistics, and marketing and promotions, specifically through third party delivery apps.

With Honeybee since Day 1, working with sub-contractors to get our pilot store open on time and on budget.Career finance professional, focusing on operations and reporting, and has worked on Wall Street and in California for several noteworthy firms. Familiar with multiple technology platforms used in financial reporting, and has acted in the role of technology integration for several firms, including for Honeybee.

Focused on the development of improved nutritional supplements and the creation of marketing/branding strategies for launch of chewable energy product.

Responsible for completing DDQs, RFPs, RFIs and ad-hoc requests for clients and consultants on behalf of the firm's tradable credit strategies.Responsible for updating and maintaining firm boilerplate and tradable credit strategy language used for DDQs and RFPs.Responsible for quarterly updates to online consultant databases with recent firm and fund information.Assist Direct Lending, Private Equity, and Real Estate Product Specialists with RFP’s, DDQ’s, and other ad-hoc requests as needed.

Responsible for completing DDQs, RFPs, and RFIs for clients and consultants on behalf of the firm's U.S. investment programs.Played a role in the launch and fundraising efforts for the firm's new closed-end, value-add U.S. real estate fund, helping to raise $943mm in six months for the First Closing. Responsible for updating and maintaining firm boilerplate information used for DDQs, RFPs, and RFIs across the firm's global offices.Responsible for quarterly updates to consultant databases with recent firm and fund information.Assist other global RFP team members with deliverables as needed.

Equity shareholder with day one involvement.Integral role in setup and launch of CreditPing.com and TheCrediteer.com -- gathered and analyzed market data and trends to help shape product and launch strategyIdentified and helped to develop potential strategic business relationships/partners in the consumer credit industry for CreditPing.comAssisted in launching multiple online affiliate marketing campaigns, in addition to analyzing campaign results, determining customer traits, and helping to improve cost-per-acquisition (CPA) and return on investment (ROI).In charge of social media marketing to increase brand awareness. In charge of content creation and maintenance of TheCrediteer.com consumer credit blog websiteWorked with website developers on the user interface and user experience (UX) for the CreditPing.com website.

Primary contact for half the firm's 40+separate account clients and their consultants.Worked closely with portfolio managers, analysts, operations personnel, etc. to complete DDQs, RFPs, and RFIs for clients and consultants.Prepped portfolio managers for quarterly conference calls with clients and consultants by preparing account performance metrics, discussing prior meeting notes, etc.Worked with the Client Services team to regularly update firm marketing materials.Played an integral role in the onboarding process of new clients.

Contract Position. Worked with the RFP team to complete incoming investment proposals and due diligence questionnaires on behalf of Nuveen affiliates by gathering, analyzing, and inputting qualitative and quantitative data.Assisted in the initial implementation of eASE Exchange investment manger database tool.Gathered and updated data for approximately sixteen online databases for all Nuveen affiliates.Provided additional support for other departments such as Marketing and Client Services.

Sole Marketing and Investor Relations Associate for Boutique Hedge Fund Scotwood Capital Management.Assisted the marketing team (Head of Marketing & two Marketing Directors) with trend research and performance analysis; used data from analysis to update marketing materials (presentations, one-pagers, track records, spreadsheets, etc.)Involved in the handling and tracking of subscription/redemption requests.Liaison and primary contact to Scottwood’s only managed account, where I was responsible for the oversight of their portfolio, fielding questions and requests, in addition to updating and sending requested custom reports.Supported the marketing team through the planning of trips, preparing materials for conferences, etc., helping the firm grow assets under management from around $350MM to almost $1Bn.Fielded investor calls, assisted in completing due diligence questionnaires and RFP’s, completed requested monthly reports for investors as well as prepared monthly and year-end performance letters to investors.My experience also included being Scottwood's interim Middle Office Specialist. In this role, I:Acted as a liaison to the firm's prime brokers -- responsible for uploading and reconciling trades and positions on a daily basis with prime brokers and Advent Axys accounting system. Resolved trade breaks and handled documentation related to prime brokers, counterparties, and securities in the portfolio.Assisted the Trader and CFO/Chief Compliance Officer with valuating and position reconciliation regarding CDS and Bank Debt positions, in addition to assisting the CFO on other financial and accounting related tasks.Was responsible for uploading daily trades to prime brokers and booking trades in Advent Axys accounting system.