• Managed a portfolio of $1.5Bn+ in credit exposure across 20+ clients spanning a range of industries including hospitality, business services, food and related services, industrial products, media, and consumer & retail. • Underwrote 30+ transactions (including nine new client relationships), totaling over $3.0Bn in STRH committed capital. • Demonstrated adaptability in collaborating with new teammates, managing multiple tasks, and covering unfamiliar credits. o Obtained a breadth of experience working with eight portfolio managers and five risk managers across four National Corporate Banking offices (Mid-Atlantic, Northeast, West Coast, and Midwest). o Provided support across the National Corporate Banking platform on new transactions, annual reviews, portfolio review presentations, quarterly risk rating updates, pro forma risk rating scenarios, and other miscellaneous tasks. o Accommodated staffing constraints within National Corporate Banking by voluntarily transferring from Mid-Atlantic portfolio coverage to Northeast portfolio coverage during June 2017. • Facilitated the mentorship, development, and evaluation of four first-year analysts and two summer interns in the Mid-Atlantic and Northeast Corporate Banking offices as the lone senior analyst for both offices beginning in June 2017. • Participated in various work-streams and ad hoc assignments including policy, recruiting, training, open officer correction, CDS hedging, credit event checklist common errors identification, and industry concentration analysis.

• Provided guidance and offered assistance to students struggling in various Accounting and Economics courses• Assisted students in formulating strategies for success by providing valuable insight as to what is required to succeed in the courses• Demonstrated an ability to adjust leadership/teaching technique in order to effectively articulate points to different students possessing distinct learning styles

• Structured customized investment strategies using conventional cash and derivative products for institutional investors• Observed the execution and booking of trades• Used risk-management tools to monitor trading positions and manage risk• Interacted with operations, documentation, and systems support groups• Provided analytical support to senior traders and product specialists• Generated daily P&L and risk management reports• Generated client presentation materials

• Conducted market research for coffee products by gathering critical information regarding prices, varieties and facing quantities in 15 Triangle-area supermarkets and retailers.• Recorded and analyzed changes in price, variety, and facings over time to gauge market growth.• Consolidated results of the market changes into a comprehensive Excel spreadsheet three times per month before delivering the results to management. My deliverables facilitated Altai Capital’s investment decision.

• Expanded upon and built new lead lists by researching existing lead lists and visiting carrier, vendor and association websites to find new leads• Worked with the Sales Team and Analyst Team with all aspects of lead generation initiatives including mass data uploads, data logistics and understanding of all data sets• Assisted in archiving prospect updates, activities and competitive information• Helped Sales Management with CRM reporting and data facilitation (primarily through SalesForce.com CRM solution)• Assisted with competitive research, marketing performance measurement and reporting