Ross Linton Email & Phone Number

New York City Metropolitan Area

• Optimized a banking-as-a-service (BaaS) platform by managing relationships with three partner banks, ensuring seamless collaboration and innovative solutions, resulting in a compliant program• Streamlined customer onboarding by implementing comprehensive KYB and KYC processes, coupled with transaction monitoring, driving a 95% reduction in onboarding time• Managed company books and records, resulting in accurate financial reporting and informed decision-making• Drove software enhancement by consistently providing valuable product insights to the engineering team resulting in increased customer satisfaction and accelerated product growth• Established a newly registered investment advisory entity by completing an SEC audit and crafting all legal documents with outside counsel

New York City Metropolitan Area

• Built out the operations department for a new fintech marketplace for private credit, implementing streamlined processes resulting in increased efficiency and productivity adhering to broker-dealer standards• Facilitated seamless banking operations and money transfers while aiding in deal execution and cash management, ensuring efficient financial transactions and bolstering the firm's operational efficacy and market competitiveness• Enhanced in-house software development by providing continuous feedback to product and engineering teams, resulting in optimized product quality and accelerated project timelines• Improved financial visibility by streamlining revenue reporting and managing monthly client invoicing

New York, New York, United States

Percent is a global leader in financial infrastructure solutions. Founded in 2018, the company leverages proprietary technologies, integrations, and data to bring first-of-its-kind transparency and efficiency to lenders and credit transactions. Percent's innovative ecosystem enables lenders of any size to raise the most flexible debt capital at a low cost through dynamic market pricing and standardized terms. To date, its platforms have powered more than $600 million in transaction volume in a multi-trillion-dollar lending market.

Greater Chicago Area

• Optimized cash utilization by monitoring CLO cash availability, ensuring maximum liquidity, and minimizing idle funds, resulting in enhanced financial efficiency and improved investment performance• Ensured CLO eligibility and legal compliance by meticulously reviewing underlying credit agreements, guaranteeing adherence to criteria, resulting in enhanced portfolio quality and minimized risk exposure • Facilitated special projects and ad-hoc reports, including investor requests and fundraising materials, contributing to enhanced stakeholder communication and fundraising success

Greater Chicago Area

• Conducted initial data compare and reconciliation on CLO Monthly Reports, ensuring accuracy and integrity• Resolved complex issues per broker dealer and industry standards• Ensured deal compliance by reconciling par and principal shares between lenders and borrowers

Indianapolis, Indiana Area

Alter Domus administers over USD750 billion of assets on behalf of 80 percent of the largest private debt managers, real estate firms, and private equity houses globally.

Conducted financial research on multiple projects using Excel for professors. Awarded a state grant up to $1,500 each semester.