- Developing a compelling and transparent vision for the organization with external stakeholders such as investors and analysts. Building and maintaining strong relationships with current and prospective external stakeholders, including peers and competitors- Advising key internal stakeholders, including the CFO, CEO, Executive Leadership Team, and Board of Directors, on the most appropriate way to frame and communicate key messages.- Managing the reporting of the IR department, including analyzing operating results, compiling relevant statistics, and summarizing research reports and monitoring equity and fixed income markets to provide commentary and analysis on market events.- Driving the earnings and investor meetings preparation process, including interaction with internal teams to obtain content and manage the entire process. - Supporting the development and oversight of investor targeting programs is crucial for fostering investor relations.

- Develop and execute strategic and effective investor communication approaches that create competitive advantage in the face of changing business, sector, and/or market conditions- Support client's investor relations efforts, drafting, and reviewing financial communications materials, targeting and marketing investors, and supporting any and all client-generated requests and questions- Drive best-practice mindset and executional excellence to deliver outsized value

• Develop clear, insightful presentations for executives and Board members that are data driven to support the decision making process and the strategic direction of the company• Drive the development and dissemination of the quarterly earnings release, investor presentations, speeches, frequently asked questions, and materials for investor conferences within regulatory frameworks• Prepare benchmarking materials on industry trends, shareholders concerns, and competitor actions that may impact the company• Build excel models, focusing on financial valuation of potential investment and acquisition opportunities, capital planning, SPAC investments, equity and debt issuance, and buy-back initiatives for presentation

Revolutionizing the way Global 2000 businesses generate and allocate capital. Consulting to optimize working capital, reduce supply chain risk, enhance supplier diversity, and generate passive returns that materially impact earnings per share. Driving innovation for the world's largest multinationals in global operations, finance, and treasury to reduce cost, leverage offshore cash, and scale businesses globally.C2FO is the first working capital market in the world and the only financial technology for on-demand invoice discounting used by the Fortune 100. Our proprietary Name Your Rate accelerated pay option is available in 100+ countries and dozens of currencies from a growing list that includes most of the Fortune 50. C2FO is Collaborative Cash Flow Optimization.

• Designed daily trading strategies based on relative value between the US and Japanese stock markets • Determined futures and options trade entry and exit based on technical analysis and market fundamentals• Filed all financial and regulatory reports

• Built client relationships that doubled West Coast sales from ’09 – ’12 with focus on investment managers, cash management departments, corporate treasuries, and government pensions • Relocated to Chicago from San Francisco in July 2012 to reestablish UBS’ Midwest presence and expand client base after strong performance growing the firm’s West Coast footprint • Helped grow Chicago office sales by over 65% in 4 years which included learning how to service insurance company, bank, and hedge fund clients • Published Daily Summary of critical indicators that included market dislocations and relative value opportunities using technical analysis to colleagues and clients prior to market open• Built excel and VBA based models to track relative value across different assets and currencies • Actively advised clients on how to best manage their portfolios and balance sheets during the implementation of the Dodd/Frank regulationso FINRA Series 3, 7, 63 Certified

Silo was an energy conservation company. I focused on selling induction fluorescent lighting particularly to municipalities, schools, hospitals, airports, warehouses, hotel garages and large commercial retailers. We also assisted in secured funding for large-scale projects with the help of strategic alliances with key partners.

o Tracked the relative value and traded more than 15 different fixed income and credit futures and derivative products to manage the mortgage servicing portfolio risk to changes in interest and volatility rates o Developed and modeled daily trade strategies for a new “theoretical portfolio” hedge against the $1 trillion mortgage servicing portfolio liability for C-Suite risk management approvalo Managed relationships with broker dealers and third-party vendors for the desko Generated market summary and trade hedge effectiveness reports for annual company-wide Asset-Liability Committee (ALCO) updates using PowerPoint slides o Created Excel VBA based system for reconciling daily trades o Confirmed the accuracy of all over-the-counter trade document details