• Consulted with clients in order to understand the needs of their businesses, while maintaining a transparent and supportive relationship throughout the process, utilizing Salesforce • Analyzed companies on a global, business and personal debt service coverage ratio to understand the level of funding the business could responsibly support • Compiled and ran bi-weekly training programs to educate new hires on our process and products, ensuring our clients are well advised

• Directed analytical support to the energy business line management team located in New York, London, and Singapore to identify growth opportunities for major market participants and aided in the development of a comprehensive market share report• Built and automated monthly performance reports that assessed various energy metrics to be sent to over 60+ trading entities through SAP Data Management software to determine eligibility in incentive rewards programs• Implemented a new process to create marketing materials in regard to WTI Crude Oil/European Natural Gas futures and options

• Researched various company’s strategic advantages mainly in the information technology sector • Valued various companies’ equity in Excel using discounted cash flow, relative valuation, and sum-of-parts models • Executed business-wide research and opinions to inform executive-level STRS-Ohio portfolio management