Senior Portfolio Manager Below Investment Grade/Director
- Awarded five-year $500MM middle market private credit mandate with Allianz Life in January 2021.
- Aided team with sourcing, negotiating, and closing $130MM of private credit investments as of August 2022.
- Closed AC Loan Sourcing Fund ($250M middle market loans from Citizens Financial Group) in March 2018.
- Worked with team to source, negotiate, select, and vet AC Loan Fund credits.
- Portfolio Manager on Sound Harbor 2014-1 CLO Fund (called July 2017). Managed credit analysis team.