Strategies for business success with a focus on Financial Management as well as Training & Development for small and medium sized businesses.

Assistant Vice President - Structured Lending (2012 - Present) *Lead the streamlining of reporting requirements to increase efficiency, managing and minimizing portfolio risk. *Prepare monthly reports for senior management to assess and maintain a reasonable risk levelAssistant Vice President - Residential Lending (2011 - 2012) *Established loan modification product streamlining and facilitating a process which led to increased customer retention by improving customer experience *Analyzed prospective clients business and personal financial statements (balance sheet, cash flow statement, operating & income statements) with net worth of up to $1 BillionAssociate (2009 - 2011) *Closed over $100 Million of loans *Coordinated with senior management, marketing and compliance to launch a new mortgage productAnalyst - Graduate Rotational Program, CIO Group & Investment Advisory (2007 - 2008) *Created proposed asset allocation for client pitch and prepared client presentations for initial pitches and the annual portfolio review

*Prepared and filed individual tax returns.

*Posted trade executions of structured solutions products*Monitored cost base and prepared cost based projections

*Performed project accounting and posting of journal entries*Executed month-end closings of plant locations

Summer Intern (Summer 2003 & 2004) *Reviewed and researched wholesale energy transaction agreements *Developed website to support the wholesale transactions