The Catholic Foundation helps to provide support for the long-term needs of parishes, schools, and other non-profits supporting the mission of the Diocese of Columbus. As Grants Manager, it is my job to make sure funds are being sent to the areas of greatest need throughout our Diocese.

Area of specialty in high growth, early stage companiesVetted over 45 companies including in depth review and study of company financials and projectionsConducted business model, competitive, and market analysisUnderwrote 8 loans totaling $21 million with $160 million in total project investment and over 400 new jobs brought to Ohio

Finalist in the Ohio State Business Plan CompetitionOperated and ran pop-up restaurant at the Hills Market once a week during the summer of 2013Profitable from the first day of operations

Created and conducted user engagement survey sent to 2,000 users with over 200 respondingCategorized and analyzed user responses for key insights and improvement areasPresented findings to management with suggestions for quick wins, intermediate improvements, and long term solutionsIntroduced to SQL

Managed a portfolio of 12 companies with total revenues of $595 million and total credit exposure to Harris Bank of over $100 millionCoordinated and organized out of market sales efforts specifically the Iowa and Ohio regions by identifying potential companies and presenting company overviews to sales executivesCreated team pitch book which resulted in excess of 15 face to face meetings with prospectsParticipated in intensive classroom credit training including Accounting, Credit-100, Credit-200, Legal Documentation, Tax Forms, and a cumulative Credit Analysis ClassAwarded Top performer in highly selective training class of 12 members with 100% in all classesLed meetings (such as the High Risk Loans Overview) and identified discussion points with top management of BMO Harris Bank including the Chief Executive Officer Bill DowneAnalyzed in excess of 30 individual companies in multiple industries during rotations through Business Banking (Revenues less than $50 million), Middle Market (Revenues greater than $50 million, and eChannel Services (external sales)

Analyzed over 15 individual companies, and made investing recommendations to managementResearched a variety of investing strategies such as the value method and actively contributed insights gained to managementEvaluated and presented market trends to be utilized in investing decisions

Prepared and summarized in excess of forty Portfolio Center updates for use in client service meetings. Developed reports to be used by senior account managersIdentified and led the change to a 20% more efficient manner of uploading customer’s portfoliosEvaluated MorningStar Snapshots of customer portfolios to be used in customer planning meetings