• Single point of contact for 25+ mid-market hedge funds ($500mn-$5bn in assets)• Advised clients on market conditions and made investment recommendations based on analysis of company financial statements and valuation metrics• Responsible for distribution of firm’s resources: Equity deal flow (Corporate IPO’s & Secondary Offerings), global research across all financial asset classes, corporate access, trading/execution services, derivatives, prime brokerage, etc.• Generated ~$17million of trading revenues annually, acting in sole coverage role for 10 accounts and co-covering 15+ with a senior partner• Promoted from Analyst to Associate in 2010 and to Vice President in 2012

• Underwrote potential mortgages of $2mn to $100mn for various property types by evaluating property cash flow statements and making projections based on market analysis• Assisted in due diligence, closing and securitization processes by reviewing leases and third party reports, making site visits, and preparing required review summaries