➢ Develop and maintain industry benchmark studies and custom surveys for clients➢ Designed a new hybrid business model in response to the COVID-19 pandemic blending in-person and virtual client interactions on a go-forward basis.➢ Assist with the analysis, review, and selection of new software to facilitate virtual client meetings➢ Manage client relationships by serving as the point of contact for client requests including custom surveys, trend analysis, and industry insights➢ Analyzed California and other state privacy legislation initiatives to determine the potential effect on clients and Auriemma and steps they may need to take for compliance➢ Identify and target potential new clients to assist senior directors with business development which has led to incremental sales across groups➢ Support senior directors across thirteen portfolios within the credit card, debit card, consumer banking, and auto finance industries and work with clients to deliver best practices while producing insightful executive reports after meetings➢ Generate focused reports on key trends experienced by clients and present findings at meetings➢ Collaborate with event managers on logistics to facilitate client meetings➢ Assist with recruiting and new hire onboarding training while serving as a mentor for younger employees➢ Schedule bi-weekly recurring meetings with other Associates to discuss challenges and serve as a liaison with senior management to address any necessary changes

➢ Performed analysis on public and private healthcare and tobacco companies to determine credit ratings and made recommendations on annual/interim credit updates.➢ Lead analyst responsible for maintaining a portfolio of 12 credit opinion names and 2 private ratings with annual updates.➢ Assigned to research and advise team on potential acquisitions in the pharmaceutical industry➢ Key contributor in the production of the “For Profit Hospitals Insights” and “High Yield Healthcare Checkup” reports.➢ Provided commentary on trends within healthcare to the team at quarterly meetings➢ Collaborated with senior management of rated entities to gain insight and better determine credit ratings.