Performed financial valuations, utilizing discounted cash flow and multiple based analysesPartnered with outside stakeholders to build and refine financial models to forecast future client’s performance Designed and implementing comprehensive Merger & Acquisition strategies for potential clients Coordinated due diligence & negotiations during transactions with internal and external parties to ensure deal executionPrepared presentation materials and participating in deal pitches to drive revenue for the companyMergers & Acquisitions:Assisted on nine key mergers & acquisitions valued over $5.7 billion, led valuation, coordination of the deal process, and served as a trusted advisor to major stakeholders and leaders within the companiesCapital Raising:Supported 14 Capital raises, including Debt, Preferred Equity, and IPO’s for a total deal value over $1.0 Billion. Calculated regulatory capital requirements and led coordination of the deal process

Validated key business processes, models, and improved operations across the Bank by collaborating with business leaders to determine most effective processesPartnered with internal stakeholders in Asia to assess the needed steps to return a business segment to profitability and growthStreamlined process redesigns to remove duplicates and inefficiencies. This led to validation of new methods, resulting in $1.1Bn in quantified efficiencies Assisted with CCAR submission to Federal Reserve. Coordinated and calculated the capital levels of $306 Billion consumer bank loan portfolio and $309 Billion deposit portfolioExecuted the hand off between Risk teams and Finance teams to value initial loan positions for the CCAR Forecasting processOversaw the “Outlook”, a reporting presentation which informed business leaders of financial performance and forecasted results