Fixed income portfolio manager for Unum's UK subsidiary, managing and trading a predominantly investment-grade corporate bond £2Bn portfolio. Other assets include private placements, high-yield, alternatives, and gilts. Previous research responsibilities included US economics, pharmaceuticals, healthcare, retail, packaged food, and agricultural commodities.

Credit underwriter (loan origination & monitoring) for a general middle-market loan portfolio of syndicated and bilateral commercial loan transactions. Acted as the primary client-facing credit officer with four relationships.

One of forty-four analysts nationwide selected for GCB's formal credit training program, which involved regular classroom instruction and on-the-job training in financial analysis, modeling, commercial loan underwriting, structuring, and monitoring.

Supported creation and distribution of sell-side marketing materials containing financial and industry analyses for clients seeking to monetize their owner-operated businesses.