• Responsible for the financial modeling of NewStar Asset Management, representing 35% of pre-tax income, and 2 of 3 lines of business of the commercial lending segment, representing 30% of pre-tax income; providing regular and project based analysis to heads of business’ and C-level officers• Provide monthly and quarterly financial analysis reports for CEO, CFO, CCO, and Head of Strategy, including detailed flux analysis of P&L and B/S, funding capacity, CLO testing levels, and portfolio summaries• Manage mark-to-market valuation of a ~$400mm loan portfolio, utilizing asset level DCF analysis based on credit ratings, trailing twelve-month issuance of comparable debt, and proprietary metrics; results presented and reviewed by Pricing Committee consisting of CFO, Corporate Treasurer, Head of Capital Markets, and outside auditors • Led financial modeling and financial diligence during the acquisition of FOC Partners in October 2015, increasing AuM by ~$2.3bn and management fee income by $5.4mm in 1H 2016

• Responsible for the financial modeling of NewStar Asset Management, representing 35% of pre-tax income, and 2 of 3 lines of business of the commercial lending segment, representing 30% of pre-tax income; providing regular and project based analysis to heads of business’ and C-level officers• Provide monthly and quarterly financial analysis reports for CEO, CFO, CCO, and Head of Strategy, including detailed flux analysis of P&L and B/S, funding capacity, CLO testing levels, and portfolio summaries

Specializing in valuation of inventory, M&E, intellectual property, and enterprise value in support of corporate financing activities• Develop liquidation models incorporating the marketability of inventory through turnover analysis, financial trend analysis, expense structure, and lease obligations• Provide an analysis of trends regarding company inventory, sales, margin, and expense structures, while managing 3-5 concurrent projects

Offered guidance and solutions to help clients meet financial goals and objectives through:Providing ongoing research support to a patent holding firm, enable development of telecommunications and securities patents;Guiding home automation company as it enters into the $1M+ product market by developing sales and financing models, as well as understating new technologies and improved uses of current products;Building life-value models for clients to create a needs based analysis showcasing life, disability, and long-term care insurance to fulfill changing objectives of both personal and business needs;Determining best-fit products that balance investment abilities, protection needs, and expense control; Cultivating relationships with small (>25 employee) businesses to support on-going business while providing maximum benefits

Responsible for researching and identifying business opportunities to maximize profits and market share. Analyzing the company's current and future product competitiveness and market area. Presenting research findings and making recommendations.Developed and analyzed qualitative and quantitative research to support corporate strategic market decisions, including: Public sector market forecast models, based on comprehensive analysis of current and forecasted contracts and RFPs, to support budgeting requests that led to sales growth in 2008;Federal department- and agency- level data storage spending forecast to determine previously concealed opportunities, leading to a new sales contract in an agency previously exclusive to a competitor;Retail industry competitive analysis to identify EMC's comparative position in the marketplace, leading to a recommendation for the development of a turnkey solution for retail branches;Viability assessment of partnering with telecommunications firms to provide hosted storage environments, through detailed modeling involving data storage growth rates, multiple price points, varying revenue sharing rates, and implementation and maintenance costs

Developed multi-scenario forecasting and cash-flow models for pharmaceutical clientAssessed the short- and long-term potential for a regional jewelry store chain in need of debt financing for expansion purposes, which later decided to focus on increasing same store sales