Tonnette Bufford-Williams, Pmp Email & Phone Number

Greater Seattle Area

Everett, Washington, United States

*Prepared and tracked various legal documents relating to interest rate swap transactions.*Negotiated interest rate swap documents with internal partners, clients, and their counsel.*Analyzed and extracted pertinent data from internally prepared documents, including credit write-ups, discussion drafts, term sheets, and commitment letters.*Ensured compliance to internal and federal policies for interest rate swap clients.

*Managed investment portfolios for personal trust, IRA, and investment management accounts; assessed client risk tolerance and investment needs which were used to offer recommendations.*Provided high-quality, proactive service to client relationships and internal partners by meeting regularly in person or via telephone to discuss investment portfolios, performance, and policy. *Prepared equity analyst notes on various companies and develop new ways to create investment presentations and other administrative correspondence.*Administered regulatory reporting system.

Calculated performance for investment management accounts. Served as performance data resource for Sungard Performance System; identified problems and relayed information to Sungard performance unit, portfolio managers, and research analysts. Performed administrative tasks associated with research analyst industry portfolios and followed industry weight changes and analyst actions. Initiated trades in appropriate equity model portfolios.

Completed corporate banking training, including financial statement analysis, cash flow analysis, and commercial loan fundamentals (covenant compliance, loan pricing, and structure). Rotated through company departments, including corporate compliance, internal audit, credit risk review, and market policy and financial risk review.

Master Certificate In Applied Project Management

Graduate Degree, Banking

Mba, Finance

Bsba, Finance