Upper Middle/Middle Market Sponsor and Non-Sponsor Direct Lending - Transaction Types: LBOs, refinancing, recapitalization, add-on acquisitions- Industries: Business services, healthcare, distribution, manufacturing, consumer, food/beverage, technology, and media, among others

Industrials & Transportation• Perform quantitative analysis on high yield public and private debt issuers and instruments; utilizing financial statement forecasting, comparative analysis, and bankruptcy evaluation• Conduct qualitative research focused on financial metrics, business models, management strategies, and industry analysis• Participate in meetings with executive-level management teams within the Industrials and Transportation sector• Provide coverage and monitor various credits in the Aerospace & Defense, Transportation, Autos, Engineering & Construction, and Diversified Industrial sectors• Assist other lead analysts with developing credit rating recommendations through extensive research and financial modeling support

• Optimized our firm’s alternative fund application form such as to account for updates in US law changes from 2011-2018 in regards to the Dodd-Frank Act and AIFMD (e.g. CFTC, Volcker Rule, PEP, Form PF) • Catalyzed the implementation of the firm’s new proprietary platform by conceptualizing and melding the new alternative fund application into the existing platform thereby reducing future existing client out reach• Participate in and lead existing and prospective client meetings around the complexities of investing into alternative funds such as to ensure compliance with local client laws and US regulators• Organize and maintain client and fund company information, becoming a subject matter expert that deals with various internal and external inquiries• Analyze, review, and complete offering memorandums (OM), private placement memorandums (PPM), and subscription documentation for private equity, alternative and hedge funds on behalf of foreign and domestic clients• Facilitate all facets of the investment process including resolution of post-execution roadblocks including tax and legal document deficiencies and discrepancies (W8, CRS/FATCA, Capital Call notices, etc.)• Assist with the purchase, transfer, exchange and conversion of alternative fund asset investments of up to $250 million on behalf of foreign and domestic clients • Contributed to the ~ 57% (AUC 6.9B – 10.8B USD) increase of alternative fund assets under custody and committed capital

Merrill Edge Hopewell, NJ Financial Solutions Advisor• Rebalance client portfolio’s according to each individual’s risk tolerance, time horizon, investment objective and liquidity needs while maintaining interpersonal relationships• Extensive training in matching tone and attitude to navigate investment conversations into successful consolidation of new and old business relationships• Prepare and present in-depth goal based financial plans by utilizing Merrill’s comprehensible Wealth Outlook, Monte Carlo simulation based financial model • Interpret macroeconomic events, stochastic indicators, and Bollinger Band data to recommend buy and sell ranges of various equities, bonds and mutual funds. • Conduct due diligence on buy, sell and exchange equities, ETFs, bonds and mutual funds in various secondary markets.• Generate future cash flow estimates, portfolio performance projections, and determine asset duration • Convert basic service needs into full-fledged investment conversations• Establish goal-based solutions for 50 clients by conducting portfolio reviews• Adhere with compliance and supervisory regulations to ensure integrity and confidentiality with clients• Compare and contrast relative investments and determine the most appropriate recommendations based on current client financial status.

Phi Delta Theta: Treasurer 2014, 2015

Weber Shandwick New York, NY Summer 2014Finance Intern• Reconciled unresolved and inaccurate employee expense reimbursements using American Express Reconciliation• Consolidated and alphabetized sizable payables in an organized platform which created an efficient tracking mechanism for management• Reported employee corporate credit card expense discrepancies and misuses to management • Accounted for overpaid and underpaid billable client invoices using SAP accounting software• Created and established duplicate contracts which assured the security of original documents

Accounting Intern • Matched customer file statements in billing system • Arranged accounts payable and accounts receivable • Accounted for entry of employee hours, application of hours to job, and generation of checks using PeachTree Accounting System for over 30 employees