Analyst in TD's Corporate Banking Group responsible for underwriting and structuring large and mid-corporate syndicated loans in both the investment-grade and leveraged loan markets across a range of industries, including: TMT (Technology, Media, and Telecom), Healthcare, Energy and Utilities, Professional Services, and Industrials. Primary responsibilities include:• Develop and sensitize financial models forecasting cash flows, credit statistics and repayment and refinancing risk of prospective borrowers. • Author detailed credit opinions which help justify internal risk ratings and exposure limitations.• Work with originators and other TD product groups to develop marketing materials for new business.• Assist with regulatory and strategy projects for the Corporate Banking group.

•Assisted a Fortune 100 financial services firm through the design-phase of an enhanced Target Operating Model for its institutional client on-boarding process (Sales to Servicing) for its top 1,000 clients.•Collaborated with a diverse team of financial, operational, and technology oriented consultants to design the process steps, roles, governance, metrics, and execution structure for a $100m business transformation initiative at a Fortune 100 financial services firm.•Created PowerPoint presentations and in-depth RACI models using Excel to communicate project roadmaps and the evolving responsibilities of over 50 positions to senior management.•Developed a presentation on EY’s current position regarding the landscape of “Recovery and Resolution Planning” which was showcased to senior management at EY.

•Formulated insurance illustrations and reviews for various permanent, long-term care, disability, and term insurance products.•Generated investment reviews and policy statements for advisory and brokerage accounts using applications such as Morningstar, Envestnet, and the Northwestern Mutual Consolidated Investment Report. •Analyzed and monitored client matrixes which enabled the firm to better allocate its time with clients and strategically segment its clients

Assisted the office of Chris Faicco•Compiled and organized insurance reviews and assisted in the underwriting of life insurance policies.•Drafted mass mailings and maintained client relations via Outlook, LinkedIn, and The Network Connection.•Assisted with prospecting by preparing client feed-lists.

• Linked potential businesses with mentors and a global network of start-ups, which allowed the Founder Institute to help entrepreneurs create meaningful and enduring technology companies.• Analyzed and assessed startup companies naming and branding, product development, marketing research, costs and profits, and legal/intellectual property concerns.