• Develop, market and manage structured products designed to accommodate institutional investors seeking exposure to high quality middle-market leveraged loan origination. • Coordinating the upgrade of systems to improve data collection, analysis and reporting capabilities in support of a growing number of platform investors and partners.

° $270MM of AUM invested across 32 credits in the utility, chemical and environmental services industries.° Covered 180+ credits across the utility, chemical and environmental services industries; actively monitoring ~60+ names. position sizes ranged from $500K-$30MM.° Investment recommendations and resulting credit investments during tenure avoided any defaults, restructuring events or CCC downgrades.° Utility investment recommendations produced returns in excess of the LSTA utility index from 2015-2018. ° Managed team members in compiling and analyzing broad sets of market data to better gauge energy pricing, fuel costs, transmission constraints, demand and supply across energy markets° Extensive knowledge of ERCOT, PJM, NYISO and NE-ISO power markets including technical procedures, generator types, fuel types as well as supply availability, transmission availability and market constraints with a deep understanding of demand and supply growth drivers in each respective market.

° Analyzed, delivered and presented recommendations on the viability of investments in senior secured loans across the utility, chemical and environmental services industries.° Constructed and automated daily reporting tool which aggregated and disseminated information from across Collateralized Loan Obligation (CLO) portfolios. This report distributed information regarding to changes within funds, including: loan purchases, loan sales, price movers, ratings changes, portfolio stress tests, as well as broad market information on rates, commodities, loan and equity index returns. Automation of this reporting tool reduced the time to run the report by approximately 60%. ° Contributed to the planning and design of a cloud-based credit portfolio monitoring tool. Assisted in coordinating 3rd party programmers in understanding, developing and delivering the final product over a compressed time-frame. ° Designed, constructed and tested an extensive tool which allowed for the integration of credit model financial data with the proprietary online credit portfolio monitoring tool. This enabled more robust analysis and quick access to information across the portfolio.

° Negotiated and structured tax incentives, grants, and alternative financing from cities, counties and states throughout the U.S. for large corporations engaging in significant capital investment and job creation. ° Conducted economic and fiscal impact studies for local governments and private corporations.

° Prepared a comprehensive analysis on the relative value of the leveraged credit asset class through prior cycles to assist senior management in justifying internal capital allocations.° Consulted equity investors unfamiliar with the nuances of senior secured credit assets on their performance through cycles, technical aspects and unique qualities of the market. ° Compiled and analyzed market data on global pension funds and endowments to assess market potential and strategies.° Responsible for the ongoing analysis of various performance measures for CDO and credit hedge fund managers in relation to the attribution of the underlying collateral in a portfolio ° Assisted in the automation of weekly and monthly publications using Visual Basic for Applications.