• Leadership and Operations: Led Asset Management, Loan Draws, Loan Servicing and Finance functions for a portfolio of ~150 loans and $1.5B+ in commitments. Guided loan allocations by market and asset type. Led cash flow planning and worked cross-functionally to manage KPI tracking, loan modifications, capital allocation, and lender reporting. • Efficiency and Process Improvement: Led the implementation of Yardi's Debt Management service offering (loan servicing, participation tracking, general ledger inputs, collateral analysis) and coordinated the accounting set up for the roll-up into Yardi Investment Accounting. Identified and engaged an enterprise Loan Management system, supervising the onboarding of the Draw component. Mentored junior team members and provided guidance on financial modeling, loan documentation, legal structuring, and compliance. • Financial Modeling and Risk Analysis: Developed a Fund Model for the launch of Sundance Bay Debt Opportunity Fund, layering in loan return scenarios, variable investor economics and fee splits, promote hurdles and cash flow waterfalls. Developed a portfolio-wide loan return model for cash flow forecasting and portfolio return reporting as well as tracking of remaining interest reserves, maturity dates, and asset type and geographic concentrations. Involved in the oversight of structuring, analysis and planning for Workout and Non-Performing Loans.• Investor Relations: Led the creation of Quarterly Reports in addition to overseeing the preparation of monthly portfolio reporting. Led investor relations calls and provided portfolio updates and market commentary in addition to the finance and valuation components of prospective investor due diligence processes. Managed track record and KPI reporting and responded to ad hoc requests. • Valuation and Portfolio Management: Led quarterly loan valuations, return analyses and collateral coverage reforecasts to determine the necessity, and amount if needed, of adjustments.

• Responsible for the financial leadership and strategy of the Community • Lead investor relations and capital markets activities, conduct financial and strategic analyses including the underwriting of a new ~150 bed Skilled Nursing/Assisted Living on campus, and evaluate processes and efficiencies (change in contract structure, margin analyses, marketing spend efficiency, revenue strategies)• Manage and oversee an ~$12mm operating budget • Prepared and presented detailed assessments of property tax assessments across the senior living industry to provide backup and support for a successful valuation appeal• Revamped financial reporting to ensure 5-day monthly close and 21-day annual close. Improved accuracy and fidelity with additional liability accounts to ensure accurate benefits accounting• Evaluated, proposed, and implementing new financial, billing, CRM and payroll systems which will save ~68% on management systems and reduce needed labor costs by ~35% which also provide improved data integrity• Integral member of Summit Vista Management, helping to achieve a Great Place to Work recognition with 91% Trust Index. Garnered trust and support of employees illustrated by consistent requests to present new processes, budget items and strategies to the leadership team• Built a long-range (12-year) dynamic excel model for the 19 Summit Vista buildings which illustrates performance versus projections as well as layering in actuals and reforecasting through completion of the project

• Supported ABN AMRO client's High Yield Bond, Term Loan B and Second Lien Loan financing needs• Led preparation of materials discussing financing considerations, covenant structures, comparable issuances and new issue pricing• Developed and presented potential capital markets transactions to clients, primarily in the Energy, Building Materials, Chemicals, Metals & Mining, and Food & Beverage sectors• Supported the growth of the ABN AMRO Debt Capital Markets franchise

Responsible for the leadership and vision of the organization from the oversight of logistics and race hosting to business development, member retention and the growth of telemark racing. • Lead the Telemark Ski Team and Freeski Telemark, drive growth in participants and sponsors, and improve the visibility of the sport• Developed relationships with ski areas and race programs. Doubled the number of sanctioned telemark events from 4 to 8 the first year and further increased it to 10 the second year• Lead the integration of the Freeski Telemark segment into US Telemark, managing the combined US National Championships and Freeski Cup with over 180 participants, volunteers and staff• Negotiated sponsorships with 5 new sponsors, delivering about $12,000 in savings for the team and team members• Grew membership by over 30% in the first year and 100% by year 2

2016-17 Season: National TeamSuicide Six: 2ndWaterville Valley: 2ndMt Abram: 1stWildcat: 2ndCrotched: 2ndNationals: 4th Overall2015-16 Season: National TeamWest Mountain: 1st Mt Abram: 1stBromley: 1stCannon: 2ndNationals: 6th Overall2014-15 Season: National Team2013-14 Season: National Team2012-13 Season: Development Team2011-12 Season: National Team 2010-11 Season: Development Team (World Championships in Rjukan,Norway)

• Assist with the structuring, pricing, underwriting, syndication and closing of senior and junior debt transactions • Support origination activities of senior Capital Markets professionals through research; preparation of marketing materials and comparable transaction analyses• Lead preparation of Confidential Information Memorandums and Rating Agency Presentations• Create, obtain and effectively communicate market intelligence using research tools such as data bases, Capital IQ, LCD, Bloomberg, Edgar and Loan Connector• Partner with risk group to analyze and draw conclusions from audited and internal financial statements, quality of earnings reports and MD&A • Support senior syndicators during investor presentations and sales-desk meetings• Coordinate responses to investor inquiries• Participate in capital markets due diligence process, Capital Markets pipeline, deal review and approval sessions

• Created marketing materials including pitches for new business as well as preparing Information Memorandums, Lenders’ Presentations, and Ratings Agency Presentations• Utilized CapitalIQ, LPC, LCD and various other research tools to obtain market information and data to prepare comparable transaction and enterprise value analyses• Observed Capital Markets due diligence process, Capital Markets pipeline, deal review, and approval sessions• Completed GE internal courses on Credit Analysis and Underwriting, Accounting and Finance, and Commercial Loans to Businesses in addition to Series 7, 63, and 79 tests• Received a Deal of the Quarter Award in the Fourth Quarter of 2013 as well as recognition for the Most Innovative Transaction in 2013

Developed projections for race helmet sales based on FIS/USSA rule changes

• Selected as one of 20 from a class of 1200 (2%) for Graduate Studies Program by Naval Academy leadership• Chinese Minor• GPA: 3.79 ~ top 10%• Phi Sigma Iota, Omicron Delta Epsilon, Golden Key Honor Society, Phi Kappa Phi• Completed a thesis entitled “Growing, Growing, Gone: The Hazards of International Capital Flows” using STATA to determine the likelihood of financial crises based on the compositon of a country’s capital structure