Percent is unlocking private credit and providing unparalleled access through its modern private credit market, empowering investors, borrowers, and underwriters with innovative technology to increase the speed and frequency of transactions at a fraction of the cost. The company’s core infrastructure delivers public market efficiencies to the analog private credit market by powering the sourcing, structuring, syndication, surveillance and servicing of private credit transactions from beginning to end. Founded in 2018, Percent’s platform is becoming the market standard for asset-based and corporate lending, powering over $1 billion in transaction volume in a multi-trillion-dollar private credit industry. For additional information, please visit www.percent.com.

Percent Securities, LLC is a U.S. registered broker-dealer, member FINRA, SIPC. Percent Securities, LLC is a wholly owned subsidiary of Percent Technologies.

Pursuit Funds was founded to provide differentiated income-oriented and defensive private niche alternative credit products to retail and institutional clients, including a flagship Interval Fund targeting the mass affluent market.

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Investment Banking - Debt Capital MarketsOriginated, structured and executed fixed-income securities for primarily investment grade U.S. corporate clientsProduct areas covered included senior debt (institutional and retail-targeted), structured notes, preferred equity and liability management (debt tenders and exchanges)Sectors covered included Energy, Power and Real Estate

Investment Banking - Debt Capital MarketsOriginated, structured and executed fixed-income securities for primarily investment grade U.S. corporate clientsProduct areas covered included senior debt (institutional and retail-targeted), structured notes, preferred equity and liability management (debt tenders and exchanges)Sectors covered included Healthcare, Consumer Products, TMT, Industrials, Energy, Power and Real Estate

Investment Banking - Debt Capital MarketsOriginated, structured and executed investment grade and high yield bond financings for corporations primarily in the Auto, Energy, Real Estate and TMT sectorsDeveloped detailed presentations outlining current debt market trends and discussion-provoking financial analysis on target companiesAnalyzed sector and company-specific research, recent debt transactions and macroeconomic data including interest rate movements and geopolitical developments to produce concise market updates for corporate treasuriesDrafted comprehensive internal approval memos, bond opinion memos and sales force memos

Investment Banking - Debt Capital MarketsOriginated, structured and executed investment grade and high yield bond financings for corporations primarily in the Auto, Energy, Real Estate and TMT sectorsDeveloped detailed presentations outlining current debt market trends and discussion-provoking financial analysis on target companiesAnalyzed sector and company-specific research, recent debt transactions and macroeconomic data including interest rate movements and geopolitical developments to produce concise market updates for corporate treasuriesDrafted comprehensive internal approval memos, bond opinion memos and sales force memos

Waste Management - Corporate FinanceReporting directly to the CFO, I worked on a range of financial functions for this highly unique for-profit, sustainable waste management businessResponsibilities included maintaining the master budget, collaborating with the general managers from each of the international offices (Canada, Brazil, UK, Mexico, Argentina and Israel) on maintaining their respective budgets, investigating variances, as well as performing various profitability, cash flow and trend analyses that assisted the CEO's decisionsOn behalf of over fifty major brands, TerraCycle collects branded, non-recyclable packaging waste around the world and re-purposes the waste by creating "eco-friendly" products via licensed manufacturers

Information Technology - Business DevelopmentManaged business development initiatives including but not limited to successfully re-branding the firm, coordinating the creation of new promotional materials for the annual OHUG conference, training a salesperson on Oracle's modules, benefits and business market as well as managing creative relationshipsOrasys Consulting identifies, integrates and services Oracle HCM solutions for predominantly large companies ranging from 5,000 to 200,000 employees across an array of industries

Investment Management - Fund of FundsWorked within the Investment Management Services (IMS) group where I collaborated with the investment analyst team to produce quarterly performance evaluation books that were subsequently reviewed by the Board of Trustees of John Hancock/Manulife FinancialMy responsibilities also entailed designing, contructing and maintaining detailed quarterly, monthly and daily performance reports while delivering ad hoc requests to senior management and analysts

Microfinance - Field ResearchDuring my study abroad experience in the Dominican Republic with Northeastern University's Social Enterprise Institute I conducted field study research for Esperanza, a microfinance bankTraveled to remote/urban impoverished areas to interview borrowers and assess the impact of the microcredit that they had recieved from Esperanza. Were they finding it difficult to repay? Are they able to buy adequate food/medicine? Are they sending their children to school?Our group collectively interviewed over 120 borrowers and compiled our findings into a presentation for top management who subsequently adopted our recommendations

Investment Banking - Client ServicesSupported a team of futures account managers by assisting with futures transactions and enhancing processes wherever possible within daily futures margin settlements for institutional clientsResponsible for effectively troubleshooting trade breaks, price/listing discrepancies and mis-allocations with clients, treasury and custodians. I also handled high-profile clients via phone and e-mail in regards to any inquiries, questions or requests that arose pertaining to their respective accounts

Insurance - Internal AuditingConducted audits at the corporate, regional and branch levels and communicated audit findings through work papers and detailed formal reports to corporate managementResponsibilities also included traveling nationwide with audit project teams to examine branch office records and activities to ensure accuracy and consistency with corporate, industry and government regulations. I also assisted Ernst & Young’s external audits by means of verifying high level financial documents and verbally interviewing appropriate managers

Accounting - ConsultingWorked within multiple Boston area businesses as temporary accountant staff. Assigned to short/long-term accounting positions for a variety of companies including architectural firms, hospitals and data mining companies in Boston. I completed excel spreadsheet work pertaining to accounts payable and accounts receivable as well as assisted in research and data verification for companies' anaylzes