• Responsible for oversight of large portfolio of CLO transactions for Corporate Trust.• Review provisions of agreements, including indentures, and monitor events of compliance throughout the lifecycle of the transaction. • Perform all required onboarding and KYC procedures for both new transactions and new client relationships. • Respond to investor, portfolio/collateral manager, ratings agencies, and other parties inquiries. • Prepare and review distribution provisions to create and pay waterfall priority of payments and note valuation reports. • Experience in CDO, BDC, and Custody transactions.

• Worked directly with clients to resolve issues, meet reporting needs and manage cash application procedures• Managed the daily operations for 2 Operations Mangers and 15 Portfolio Administrators• Oversee all FASB work on the Corporate Trust side, working with Fund Services in multiple offices to ensure data is correct.• Engage new clients and in reporting for selected deals.• Train employees on day to day work as well as specialized work for FASB reporting deals. • Complete all audit requirements working with multiple audit firms.

- Work on various projects, including system testing and process improvement as required by the business line.- Ensure business line risk metrics stay within SLA by providing training, guidance and issue resolution to CDO Operations teams. - Assist Senior Managers in developing metrics to identify deficiencies and areas of improvement in department performance.- Oversee and complete all FASB processes on the Corporate Trust side, working with Fund Services in multiple offices to ensure data is correct.- Engage new clients and in reporting for selected deals.- Train employees on day to day work as well as specialized work for FASB reporting deals. - Train new hire employees in the CDO Operation group.- Complete all audit requirements working with multiple audit firms.

- Work on various projects, including system testing and process improvement as required by the business line.- Ensure business line risk metrics stay within SLA by providing training, guidance and issue resolution to CDO Operations teams. - Assist Senior Managers in developing metrics to identify deficiencies and areas of improvement in department performance.- Oversee and complete all FASB work on the Corporate Trust side, working with Fund Services in multiple offices to ensure data is correct.- Engage new clients and in reporting for selected deals.- Train employees on day to day work as well as specialized work for FASB reporting deals. - Complete all audit requirements working with multiple audit firms.

- Complete all QE deliverables and closing accounting work, for roughly 50 deals throughout Boston, and other company locations.- Use logical financial analysis to complete all financial reporting goals with the FS team throughout the country.- Manage all Audit requirements and work with different audit firms to complete all requests.- Train coworkers on FASB both personally and through teaching a class.- Develop new tools and procedures to ensure data is accurate on a daily basis.- Work with clients and fund services to ensure all work is correct and on time.

•Review Financial Statements, Schedule of Investments, and any other related reports for the Financial Reporting process of Non-Registered Alternative Investments.•Review and Allocate payments of invoices, daily or monthly accruals, and budgeting for Alternative Investments and Collective Trusts.•Assist in Budgeting for creation of new Alternative Investment Funds.

•Prepared Financial Statements, schedule of investments, notes to financials, financial highlights, and other reconciliation statements for Clients in a timely mannor using a variety of systems for both Semi-Annual, Annual, and NQ reporting cycles and on average completed the full books for multiple funds per cycle as well as required affiliated works such as GAAP Checklists.•Completed monthly SEC filings for Money Market funds and various other regulated procedures for all types of funds held with client.•Worked with a Team of 10-12 people to complete N-Q, Semi-Annual and Annual filings by stated deadlines.•Worked with Fund Accounting and Client Teams to confirm accuracy of data as well as proofing and checking different parts of each fund for income, dividends etc.•Conducted many projects not limited to the PTO team, such as the conversion of a new client (transamerica) for State Street, dealing with both prior year financial statements and system updates as well as developing procedures to help with the conversion process for multiple steps of the financial reporting process.•Prepared N-SAR filings for Semi-Annual, and Annual reporting cycles, working extensively with broker commisions and sub adivisors as well as individual fund level activity.

•Co-Ran the repapering project for State Street working with a team of 6-10 people at •Worked daily with Excel, in inputting information, auditing and correcting entered data from prepped and scanned files as well as the online database system CMOD•Developed excellent office/professional communication skills while communicating with State Street Corporation employees to develop plans, problem solve, and keep track of work progress

•Helped develop a new marketing plan for this small Vermont based men’s skin care company in Stowe, VT. •Was first introduced to this company as part of a marketing internship course through Norwich University.•Learned about the company’s current marketing strategy utilizing low cost high exposure methods as well as major publications through previous connections built over years.•Worked with the owners directly on expanding their already existing marketing platforms as well as introducing new concepts learned from school and basic knowledge of our age groupings.•Gained invaluable experience in seeing how Start-Ups work and their budgeting as well as sustainable growth.