Vice President
CurrentAgency ServicesPersonally service over 12.37B in debt spanning across 17 companies with over 100 unique facilities and 1250+ unique underlying portfolios o Includes implementing all amendments, restructures, borrowings, re-tranches, audit confirms, etc.· SOFR TransitionSinglehandedly spearheaded the transition from LIBOR to SOFR (Daily and Term) for all our Operations department by partnering with Technology Services and IHSMarkit o Including FX rates such as SONIA, CORRA, ESTR· Managing and TrainingHelped Cross train across departments for my own reporting lines and others interested in learning the day to day of Portfolio Administration colleagues· Separately Managed Account ReportingWorked with Investor Communications and Technology Services to implement a daily automated feed of over 100 data points for different SMA clients who require high visibility into our day-to-day operations· FX Revolving AccountsImplemented and managed the firm’s first FX Revolver based in a foreign currency which can draw down in over 5 different currencies· Technology InitiativesWorked with Technology Services to implement API data streams to download non-agented Broadly Syndicated Loan (BSL) data into our databaseYear over year upgrades to our primary applications Wall Street Office and EverestWorked with Technology Services on multiple Power BI SharePoint sites to create dashboards for an increased control environment to create clear audit narratives· YOPH Preferred Dividend ProjectWorked with Fund Accounting to create a subset of shadow loans to standardize the process for how preferred dividends accrue in the system· Summer Internship ProgramYear over year contribution to developing Interns every summer into seasoned professionals· Gold Standard Commendation AwardsReceived over 35 Gold Standard Commendation awards in various categories from Achieving Results to Leadership by several of my peers
