Portfolio Manager/AVP

• Jan 2020 - Present

Investment Analyst

• Jul 2018 - Jan 2020

Investment Analyst

• May 2018 - Jul 2018

-Daily use of Excel and Bloomberg -Cash management for the Texas Treasury Pool -Supports trading of repo transactions and fixed income securities -Confirms trades with brokers and ensures all trades feed properly through the systems -Daily use of Excel and Bloomberg -Cash management for the Texas Treasury Pool -Supports trading of repo transactions and fixed income securities -Confirms trades with brokers and ensures all trades feed properly through the systems

Commercial Credit Analyst

• Oct 2017 - Apr 2018

• Small business lending including SBA loans • Use of Excel, Synergy, and Nupoint applications • Cash flow and risk analysis of potential borrowers via analysis of personal and company tax returns • Small business lending including SBA loans • Use of Excel, Synergy, and Nupoint applications • Cash flow and risk analysis of potential borrowers via analysis of personal and company tax returns

Credit Analyst Intern

• Jan 2017 - Jun 2017

Commercial loan and financial leasing analysis Commercial loan and financial leasing analysis

Graduate Student

• Jan 2015 - May 2015

Extensive utilization of Bloomberg terminals during my Capstone Course, the culmination of which was a complete valuation and Presentation for a company chosen on a self-designed set of criteria. Extensive utilization of Bloomberg terminals during my Capstone Course, the culmination of which was a complete valuation and Presentation for a company chosen on a self-designed set of criteria.

Team Member

• Mar 2015 - Apr 2015

·My team won first place and $5,000 due to our innovative design and attention to the challenges of incorporating the community’s needs which I was directly responsible for. ·We created a complete redevelopment plan for a building undergoing real-world redevelopment plans in Cambridge, Massachusetts. ·My team won first place and $5,000 due to our innovative design and attention to the challenges of incorporating the community’s needs which I was directly responsible for. ·We created a complete redevelopment plan for a building undergoing real-world redevelopment plans in Cambridge, Massachusetts.

Team Member

• Nov 2014 - Feb 2015

·My team and I completed a comprehensive valuation and recommendation for the Panhandle Oil and Gas co. after which we were selected as one of nine groups to present our valuation at the 2015 TIPS conference in Houston, TX ·My team and I completed a comprehensive valuation and recommendation for the Panhandle Oil and Gas co. after which we were selected as one of nine groups to present our valuation at the 2015 TIPS conference in Houston, TX

Server

• Mar 2014 - Jun 2014

·Excelled in the fast-paced environment while completing my undergraduate degree. ·Excelled in the fast-paced environment while completing my undergraduate degree.

Hostess/Expeditor

• Mar 2013 - Nov 2013

·Effective liaison between the kitchen staff and servers, ensuring accuracy and consistency of orders. ·Effective liaison between the kitchen staff and servers, ensuring accuracy and consistency of orders.