• Responsible for credit underwriting/origination on complex transactions, portfolio monitoring, identifying cross-sell opportunities, and generating revenue growth• Partner with clients to develop/maintain stronger relationships through understanding their credit needs and identifying cross-sell opportunities

Participated in an elite comprehensive credit program designed to enhance credit underwriting skills; the program includes classroom instruction, case studies, and speaker series focused on advanced credit concepts, intermediate accounting, key risk analysis, and loan structuring

• Analyzed a company’s financial and operational strengths and weaknesses including leverage, key risk factors, sources of repayment, cash flow, and ability to service debt• Partnered with analysts and relationship managers in structuring multi-million dollar transactions• Conducted financial and industry analyses to determine the viability of client relationships• Prepared underwriting memorandums, company annual reviews, and recommendations for the senior credit committee for middle market companies ($20M-$1B in revenues)

• Collaborated with 5 Mountain Division Regional Commercial Banking Offices to drive the acquisition of prospects and further the development of current customer relationships• Developed strategic discussion materials and presentations to prepare bankers for C-level dialogue with middle market companies (revenue $25MM – $1B+)• Performed financial modeling and analysis including peer performance benchmarking, optimal capital structure, and working capital to deepen existing relationships and acquire new clients• Researched a multitude of industries to understand specific dynamics, trends, opportunities, challenges, and risks that companies face to help drive value-added discussion• Participated in an ongoing, formal credit fundamentals training program consisting of classroom sessions and online platforms designed to develop a strong foundation in credit risk analysis

• Assisted with monthly close process and compile financial data to be included in SEC filings • Supported internal forecast process • Collaborated with corporate accounting, marketing, sales and IT on special projects • Developed new tool sets and processes to provide more robust reporting to the executive leadership team

• Teamed up with the WM Global Head of Marketing to develop the 2013 Lipper marketing plan• Researched and presented an overview of the Canadian mutual fund industry to the company• Updated and created internal and external product marketing materials • Managed content for all Thomson Reuters Wealth Management social media accounts • Created a social media marketing research report noting trends and opportunities for expansion