• Post M&A, conducted a side-by-side operational analysis between a large financial institution and their newly acquired business; focused on their Commercial Mortgage Loan products• Served as Project Manager for their resulting DealCloud and Data Warehouse conversion efforts• Provided a BDC Readiness assessment for a multi-strategy Private Credit manager; recommended a series of projects to improve overall operations in preparation of fund launch• Assisted the project stakeholder in building a framework to assist in a Vendor Selection exercise for a new OMS and DWH provider• Led multiple workstreams in defining a centralized operating model for a $160B+ Wealth Manager who recently acquired 30+ separate RIA offices • Internally, prepared a standardized playbook for Private Credit & BDC related operational assessment engagements

• Served as Lead Business Analyst & Project Manager on an alternatives valuations platform augmented with a managed service co-sourcing model for a large Investment Management firm• Contributed development efforts for an application management platform to assist a Tier 1 US City in allocations of their federal COVID-19 housing relief funds • Lead developer on a platform leveraging Unqork to pitch a large-scale solution to track ESG trade allocations for a F100 bank

• Applied and accepted through Virginia Tech• Attended a week-long series of presentations from seasoned executives• Learned about the many different product lines offered by Wells Fargo services

• Provided general support to the analysts, traders, and underwriters• Assisted in due diligence, pitch-book preparation, and streamlining outdated technologies• Utilized Bloomberg Excel API to automate Municipal Bond Comp Spreads• Attended 7th annual Brooking’s Municipal Bond Conference in D.C.

• Assisted on the development of a web-based application that expedited error processing.• Saved countless man-hours per year of monotonous data entry through automation• Utilized the Spring Java Framework, SQL, Oracle Databases, JQuery, and PHP