Worldwide responsibility for all syndications of new deals at a boutique investment bank focused on large capital financings primarily in the aviation space. • Successfully raised over $1 Billion in new aircraft financing for a large international logistics and package delivery company• Penetrated new investor base globally including secured financing areas of banks as well as private placement groups within insurance companies • Developed and implemented investor investment thesis and advised Burnham team on sales pitch to maximize chances of distribution success • Gained secured debt market pricing, deal flow and investor sentiment from daily voice calls with existing and prospective investors• Point person negotiating non-disclosure agreements with legal counsel and investors to ensure Burnham’s proprietary investment structure is protected • Given previous experience within research, provided comprehensive credit analysis on potential new clients

Senior Sales role for a leading independent research provider with over 100 analysts worldwide. Responsible for establishing, maintaining and growing relationships with investment managers, cash management teams and risk managers.SALES AND PROSPECTING• Achieved 102%-106% of sales goals annually• Spearheaded initiative to penetrate new client base which included corporate treasury and counterparty credit risk groups using cold-calling, referral and aggressive prospecting techniques• Cultivated highly profitable relationships with decision-makers at all levels including CIO’s, CFO’s, Heads of Fixed Income, Directors of Research, PM’s, traders, analysts, risk managers and gate keepers• Attended and networked at industry conferences for Credit Risk ManagementACCOUNT MANAGEMENT• Managed an existing $4mm+ key account base including several of firm’s largest contracts.• Provided high-touch, proactive account maintenance to 60-80 clients; delivered service improvements and pushed relevant research based on usage and client needs• Developed relationships with investment managers, insurance companies, hedge funds and cash management groups within corporate treasury groups; holding quarterly calls, in-person meetings, renewal negotiations and hands-on training• Responded to and monitored customer-initiated contact using SalesForce CRM

Performed broad-based research within the High Grade Structured Credit Strategies Fund, a multi-billion dollar hedge fund.• Determined long- and short-term relative value trades within the High Grade/Crossover space; sectors included Autos, Industrials, Paper, Chemicals, Technology, Gaming and Retail• Interviewed and selected credit CDO managers; conducted monthly reviews of managers to ensure compliance and rating • Maintained strong relationships with street analysts and traders at major firms to ensure quick flow of information

Aggressively marketed and traded high grade corporate fixed and floating rate bonds with the regional dealer community, providing market insight and relative value trade ideas.

Delivered commentary and relative value trade ideas to traders and institutional sales force to increase profitability. Provided backup to several institutional corporate traders including Bank/Finance, Utilities, Sovereigns, Auto’s and Maturities Under Five Years.

Provided comprehensive analysis and trade recommendations for traders, sales force and institutional client base; sectors included Aerospace/Defense, Technology, Capital Goods, Waste Industry and Diversified.