•Selected by leadership, to develop, build out and lead the Boston regional office for the Financial Lines Division•Responsible for forecasting trends and doing research on company metrics in order to evaluate risk profile for the ability to offer insurance products •Performed comprehensive financial analysis and due diligence on private and public companies in order to determine insurability•Participated in meetings with clients’ chief financial officers to discuss and review the… Show more •Selected by leadership, to develop, build out and lead the Boston regional office for the Financial Lines Division•Responsible for forecasting trends and doing research on company metrics in order to evaluate risk profile for the ability to offer insurance products •Performed comprehensive financial analysis and due diligence on private and public companies in order to determine insurability•Participated in meetings with clients’ chief financial officers to discuss and review the client’s financial standing •Developed, managed and executed a budgeting plan that encompassed the regions annual premium Show less

•Performed extensive client analysis while executing unique deals averaging over $100,000 per month in premium •Developed new business prospects by participating in meetings with existing trading partners resulting in new broker relationships

Coordinated with senior leadership to build detailed budgets for Commercial Property and Casualty (“CPC”) divisions of AIG. Analyzed CPC subdivisions with various metrics including actual performance versus budget, versus last year and versus forecast. Performed variance analysis to determine factors driving clients’ expenses to differ from budgeted and forecasted projections. Assisted in compiling presentations used by Chief Executive Officer of CPC division to help prepare for… Show more Coordinated with senior leadership to build detailed budgets for Commercial Property and Casualty (“CPC”) divisions of AIG. Analyzed CPC subdivisions with various metrics including actual performance versus budget, versus last year and versus forecast. Performed variance analysis to determine factors driving clients’ expenses to differ from budgeted and forecasted projections. Assisted in compiling presentations used by Chief Executive Officer of CPC division to help prepare for quarterly investor calls. Gained insight into large capital deployment decisions by reconciling ledgers across geographies for capital intensive projects. Show less

Elected by fund members to manage Financial Sector portfolio of investments and lead investment decisions and group discussions. Performed financial statement analysis and valuation techniques including DCF, trading comparables and transaction comparables. Prepared investment memoranda and presented potential investment opportunities to the $100,000+ student-managed portfolio.

Sole Summer Associate supporting and assisting the Assumed Reinsurance Accounting Group. Identified $6 million potential cost savings opportunity by reconciling manually retroceded statements to general ledger.

Participated on six-member Fixed Annuities team which created and syndicated a premium package totaling $800 million. Increased efficiency for the Structured Settlement Department by generating an electronic imaging software process.