I provide portfolio management (trading) services across a large number of more complex accounts (estimated at 300 Investment Policy Statements and over 1 billion in AUM) to transition portfolios toward Wilmington Trust’s best thinking. I work with Investment Advisors to understand objectives, constraints, and tax budget of portfolios and proactively communicate with Investment Advisors, making them aware of trades when they occur, by making critical decisions on how to marry Wilmington Trust’s best thinking with the client’s unique needs.• Manage Desktop Managed Equity (DME) accounts by coordinating with Investment Advisors on appropriate tax budget, targeting specific Wilmington Trust Equity strategy, and implementing trades in a timely manner throughout the year in accordance with transition plan. Collaborating with Investment Advisors on decision making process, marrying firm’s best thinking with client needs.• Also manage entire portfolio to make trades to move towards appropriate target multi asset class strategy set by the Investment Advisors and clients.• Proactively manage the client’s accounts by placing trades and monitor tracking error in portfolios in accordance with transition plan.• Track trades and provide timely communication with Investment Advisors.• Work with more complex relationships that have multiple constraints, restrictions, or considerations needed given trust language or existing positions.• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.• Promote an environment that supports diversity and reflects the M&T Bank brand.• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.• Complete other related duties as assigned.

This position performed multiple roles for the Managed Account Group (MAG) including, portfolio management, report management, training on systems & procedures, and revising policies & procedures. • Communicated with clients to review portfolios and confirm investment objectives and portfolio decisions. Partnered with the wealth management officers, wealth management assistants, and other portfolio managers to maintain and enhance client relationships and assist with new business efforts.• Served as subject matter expert for MAG accounts, providing advice and guidance to contacts within and outside of the division. Performed trades and reviewed synoptics for MAG accounts and reviewed equity off-list holdings as needed.• Managed on-boarding for the Managed Account Group including identifying appropriate accounts, confirming initial coding and trading are complete, and partnering with wealth management officers, wealth management assistants, and other portfolio managers to ensure a smooth and effective transition.• Performed Reg. 9 reviews as needed and performed trades on MAG fixed income accounts as needed. • Supported and actively participated in the equity investment committee, by providing research, drafting communications, and completing projects on an as-needed basis.• Adhered to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements, and policies.• Adjusted policies and procedures for the Managed Account Group to ensure operational efficiency. • Developed and ran management reports and adjusted as needed to obtain accurate and relevant data.• Developed and delivered systems and procedures training to audiences throughout the bank.People's United Advisors was acquired by M&T Bank in April 2022.

• Created asset allocation studies utilizing data collected in the client profiling process; verified/tested assumptions and constraints; confirmed findings through iterative ratification process with the portfolio managers. • Ensured knowledge of entire investment solution suite; recommended investment solutions to portfolio managers for client use based upon clients' needs and constraints. • Monitored/facilitated account set up resulting in error free account set up process; ensured timely account set up and investment of funds. • Re-balanced portfolios due to liquidity needs, bond maturities, excess cash, buy/sell implementation, tax loss harvesting, and investment recommendation implementation - deployment of cash liquidation of positions. • Handled trade order entry for portfolio transactions, and administration of custody account trades and performance. • Reg. 9 meeting preparation, reviewed exceptions and recommended strategy to resolve exceptions. • Prepared meeting materials, generated research materials - proprietary, economic commentary, Bloomberg, etc. as needed for client and prospect meetings. • Responded to client requests when portfolio managers were out of office. • Teamed with portfolio management assistants to ensure consistent support for the portfolio management team.• Interviewed potential candidates for portfolio management assistant positions and mentored new assistants.U.S. Trust was renamed to Bank of America Private Bank in February 2019

• Responsible for key components of Baring's diverse asset type valuations, including stocks, bonds, CLO's and derivative instruments.• Worked with pricing services and bulge bracket banks to provide accurate valuation of Barings securities.• Preparation of variance analysis; review and research issues related to corporate ratings, including working directly with other areas within Barings, including portfolio managers, external business partners and the systems department to resolve production issues.• Responsible for quarterly Private Equity pricing and valuation report documentation, monthly and quarterly reporting and asset reviews, and audit preparation.• Responded to ad hoc requests, including queries for specific valuations, valuation processing, indenture specifications, reviewing daily exception reports, investigating, validating output, and overall review.Babson Capital Management was rebranded to Barings in September 2016.

• Responsibilities included forecasting expenses, weekly and monthly reporting, product price audits, processing credits, and various ad hoc spreadsheets and projects.• Worked with the CFO on month/quarter/year end closing journal entries.• Created and implemented a spreadsheet to analyze changes in Earned Income on a weekly basis.• Collaborated with senior staff on the implementation of a more automated procedure of processing credits, saving time, money, and resources.

• Participated in weekly meetings given to 30 – 50 students on a range of topics pertaining to Finance.• Increased funds for the society by 20% through several fundraisers.• Promoted the club to fellow students on a day-to-day basis and during the Isenberg open house, which increased attendance by 15%.• Interviewed candidates for networking trips to New York and Boston held each semester.

• Implemented portfolio tracker to optimize return forecasting process, which increased returns by 3%.• Utilizing Morningstar research, developed and implemented mutual fund simulation tool used for development of client recommendations, saving both time and money for the company.• Streamlined the investment making process by utilizing Thomson Reuters and implementing real-time data into Excel spreadsheets.• Completed training on the Financial Goal Analysis process.

• Gained hands on machining, supervisory, and leadership skills in mid market manufacturing company and increased production of CNC parts by 15%.• Promoted into higher levels of responsibility based on strong work ethic, high integrity, training completed, superior teamwork, and noteworthy attendance.• Developed critical thinking and math skills in an Engineering environment.• Chosen to receive training, took classes, and received certification in CNC-related topics including blueprint reading, interpreting Engineering drawings, CAD/CAM, Solidworks, and CNC machine setup & operation.