-Primary banker and investment consultant for book of 20+ high/ultra-high net worth relationships-Monitor portfolio performance/risk, focusing on long-term and thematic asset allocation as appropriate-Source and close new client relationships; proactively deepen wallet share amongst existing client base-Identify relevant wealth planning opportunities and engage specialists around wealth transfer techniques

-Analyzed client portfolios to provide commentary around equity holdings and industry exposures-Developed educational presentation around the firm’s trust and estate capabilities for clients-Led office-wide teach-in around transition from LIBOR and its impact on client portfolios

-Created ground-up procedures for a new CLO program, representing $1.2B in issuance and helping establish PPM as a serial issuer-Led a team of 5 back and middle office loan staff, supervising cash management for 6 accounts-Engaged IT resources to enhance automation to support an 80% increase in trading volume over 2 years-Presented metrics and deal mechanics to monthly executive forum including the CEO, CIO, and CFO

-Closed primary and secondary bank loan trades on Clearpar-Reconciled cash activity across mutual fund portfolios in WSO-Ensured up-to-date asset characteristics and ratings actions across bank loans-Engaged with special projects and resourcing teams to gain support for automation endeavors

-Tied out key asset characteristics with clients to ensure accurate investor reporting-Reconciled daily cash activity, trades, and holdings across 5 CLO/CDOs

-Improved client metrics related to static data processing such as turn-around time and accuracy-Facilitated static data standardization and led a project to centralize 10,000+ settlement instructions

-Managed problem reporting from ~45 member student staff-Monitored and distributed resources for 42 campus printing locations-Resolved advanced maintenance issues in printing systems, Windows, and Mac environments-Directed lab design and assets for 200+ machine installations-Purchased supplies for campus-wide use of +12,000 unique students per week

-Supervised and assisted in implementing student programming for ~2700 participants annually-Chaired Executive and Advisory Board Meetings-Represented APPLES during campus events and policy making

-Taught workshops on STEM topics to primary and secondary education students-Designed blog and managed content, wrote newsletter articles for publicity

-Obtained and categorized news articles on top 100 NC companies-Studied trends based on content and portrayal of companies based in the nanotechnology industry-Investigated the growth of emerging fields in journalism-Tracked reputation and corporate image via key measurements in media-Presented at 2010 Celebration of Undergraduate Research