Greenline Partners, a wealth management firm, has been providing unbiased advice to ultra-high-net-worth families and foundations since 2012.• Oversee the day-to-day operational activities including money movements, client onboarding, and account maintenance, as part of a tailored financial planning process• Monitor daily cash and position reconciliations; investigate and resolve discrepancies• Perform daily trade affirmation, confirmation, and review end-of-day Order Management System (OMS) activities• Collaborate with the traders, brokers, and custodians to facilitate efficient settlement processes• Oversee the processing of capital calls and distributions, and reconciliation of IRR for alternative investments• Define, standardize, and maintain operational processes to enhance workflow efficiency and consistency across the organization• Improve client experience through prompt resolution of requests and by acting as a liaison between clients and prime brokers/counterparties• Quickly resolve complex operational issues to minimize disruptions to business operations and maintain a high level of customer satisfaction• Participate in the adoption and integration of technology solutions aimed at enhancing operational efficiency, such as portfolio management systems• Create internal and client-facing report packages, and ensure timely delivery of management and performance reports to key stakeholders• Conduct research and analysis on financial instruments and markets

Oversaw daily operations, including staff management, inventory and supply chain management, and customer service

• Performed in-depth investment research and identified unique companies globally with superior business models• Created financial models, including historical, projected, and valuation analysis• Identified strong catalysts to unlock the value and determined the potential upside of a particular investment• Wrote and published investment write-up highlighting my investment thesis• Generated strong results; Constellation Brands (STZ) +95%, General Motors (GM) +40%, Zalando (ZAL.DE) +24% upside, Oasis (OAS) +160%, CF Industries (CF) +30% upside, Cheniere Energy (LNG) +40%

• Studied value investing concepts; attended conferences organized by Columbia Business School• Performed fundamental financial analysis of potential long/short equity investments• Guided early-stage companies on business and investment strategies

• Implemented structured finance transactions and tax monetization structures• Drafted due diligence reports, payment instructions, and procedures• Monitored all events on the deals Pre-and Post-closing; managed risk, accounting, and legal implications• Calculated return on investment for special proposed vehicles and monitored credit and counterparty risks• Performed balance sheet analyses, price testing, and additional month-end reporting

• Supported SSG trading business; developed financial models for weekly and monthly performance reporting• Managed information flow across SSG front office and reporting functions• Collaborated closely with the market risk department and the Chief Operating Officer on risk supervision of various products

• Participated in closings of transactions worth over $5 billion• Oversaw all aspects of CDO warehousing, booking trades such as bonds, CDS and ABX• Developed, managed, and upgraded portfolio calculator models; prepared P&L; performed balance sheet analyses• Orchestrated funding of warehousing activities; built model to calculate overnight funding needs

• Conducted statutory audits, consolidations, and reporting• Analyzed and tested balance sheet accounts and prepared financial statements• Evaluated effectiveness of internal controls over financial reporting-related processes for clients

• Supported three senior managers to develop project finance and expand export finance relationships with major French corporations such as Alstom, Airbus, and Bouygues• Drafted financing proposals, financial and credit analyses, and credit requests; organized the syndication of transactions and managed client follow-up proposals