- Managed active portfolio of borrowers in designated verticals (retail, entertainment, waste, and general industries) for the sixth largest financial institution in the World; clients consisted of large corporations with over $1.5 Billion in revenues and $50-$150 Million in credit exposure. - Conducted complex, multi-year forecasting models for LBOs, M&A, and distressed scenarios to evaluate credit worthiness and optimal capital structure of current and prospective clients. - Managed heavily impacted retail portfolio throughout COVID-19 shutdown; helped provide additional liquidity for 7 retail companies; assisted in maintaining cash burn levels above 12-month timeframe. - Presented analysis of high yield rated prospect’s operating performance including recommendation to managing directors.- Identified and advised five account officers on credit risk issues/terms which assisted in the bank group shedding overall credit costs by approximately 6% in 2021 which exceed projections by 200bps.

Managed paying and logging invoices for all University departments, ranging from the Athletic department to food services. Invoices ranged from about 75-125 per week. Utilized logged invoices and modeled each department’s budget throughout the school year and discuss strategy to executive on how to maximize profit.