Own and run the day to day operations of Triangle REEL Mowers.

Own and run the day to day operations of Triangle REEL Mowers.

Own and run the day to day operations of Triangle REEL Mowers.

Own and run the day to day operations of Triangle REEL Mowers.

- Support internal Relationship Managers(RM) and Associates(RA) with reporting for high net worth and ultra high net worth clients- Sole contact for all pricing inquiries from RMs and RAs dealing with client reporting- Cultivate relationship with CS Private Banking vendor Pershing in order to better serve our clients- Investigate pricing discrepancies on various securities(Equity, Fixed Income, Private Equity, Alternative Investments) using Pershing, SQL, and Bloomberg- Analyze financial statements and performance of high net wealth and ultra high net wealth clients- Create and utilize Excel macros and Bloomberg data feeds to mitigate pricing risk

- Second rotation in the Operations Analyst Program- Reconciliation of initial and variation margin, trade allocations, and client positions- Direct client contact for margin calculations, trade allocations, collateral movements, commission charges, trade discrepancies, and FX executions- Client position monitoring including exercise/assignment notification, expiration, client rolls, and position offsetting- Facilitate on-boarding of new clients with front office personnel and sales teams across the bank- Completed the final 2 tests(Listed Derivatives Operations and Operational Risk) to become a holder of the Chartered Institute for Securities & Investment (CISI) - International Operations Certificate

- Nominated by peers to serve as the President of the Operations Analyst Program- Schedule and lead biweekly Operations Analyst Program committee meetings- Created Analyst Program Intranet page to publicize program initiatives and achievements- Schedule meetings with Credit Suisse managers to educate analysts on various Credit Suisse divisions - Identify and schedule e-learning, networking, and philanthropy events for the Analyst Program- Collaborate with Senior Program Leaders to develop future growth opportunities for the Analyst Program

- First rotation in the Operations Analyst Program- Liaise with external clients to ensure that OTC derivative contracts are executed with any discrepancies being investigated and resolved- Interest Rate, Credit, Foreign Exchange, and Equity Derivatives- Execution of paper contracts and Depository Trust & Clearing Corporation(DTCC) electronic trades- Work with internal and external clients (Middle & Front Office) in order to solve inquiries or issues with derivative contracts- Created Excel macros for daily reports within the External Validation Team. These formulas decreased the time spent running these reports by 35%- Completed the first of three tests(Introduction to Securities and Investments) to become a holder of the Chartered Institute for Securities & Investment (CISI) - International Operations Certificate

- Researched real estate properties for suitable investments- Determined capitalization rates based on property analysis- Consulted with the president of the company to formulate new ideas for research and investment

- Serviced syndicated loans through loan trades, repricings, paydowns, borrowings, interest payments, amendments- Assisted lenders with past and future activity inquiries- Completed projects adding new and updating old lender details and wiring instructions- Created loans based on borrower and lender agreements- Reviewed 200 page credit agreements and created transaction summaries based on the credit agreements- Collaborated with fellow analysts and upper management to solve inefficiencies within product trade processes

- Collaborated with athletics personnel in order to set schedules and recruit student athletes- Fulfilled research and data entry obligations for recruiting purposes - Completed a full inventory of the Men's Basketball department- Coordinated and conducted Elon University’s Men’s Basketball youth summer camp- Marketed the camp by creating flyers and distributing them to local schools and communities