Senior Portfolio Analyst

• Jan 2022 - Present

Manager, Program Finance

• Oct 2019 - Jan 2022

The primary focus of Manager, Program Finance is to provide comprehensive account management for assigned existing and newly originated CWB Maxium Programs. - Provide accurate monthly business volume forecasts and profitability in a form and level of detail acceptable to CWB Maxium - Build and maintain assigned Program Customer relationships and act as the primary point of contact for customer inquiries and updates - Ensure customer compliance with MPSA or MLPA triggers and covenants - Prepare various monthly and quarterly Program Customer reports as may be required - Assist in the implementation and ongoing use of any new software systems used to track tranche fundings at the individual loan level

Analyst, Programmatic

• May 2018 - Oct 2019

Omnicom Media Group Programmatic delivers market-leading programmatic media technologies and solutions. As a P&O Analyst I’m responsible for setting up, managing and monitoring campaign performance for PHD Media and its clients. Omnicom Media Group Programmatic delivers market-leading programmatic media technologies and solutions. As a P&O Analyst I’m responsible for setting up, managing and monitoring campaign performance for PHD Media and its clients.

Caddy

• May 2010 - Sep 2018

My time at Beacon Hall is where I credit the most for my development as an individual. I learned simple but extremely valuable life lessons during my 8 summers there including hard work, self-confidence, communication skills, networking opportunities, etc. This all came from interacting with the elite membership and playing golf with other passionate golfers. At Beacon Hall, I was a part of an amazing caddy program called the Phil Hardy Scholarship Program that gives back to the community of Aurora. The program has an application process where caddies at Beacon Hall can apply to receive a scholarship grant towards their post-secondary education. I humbly received the award on two separate occasions, helping myself pay for post-secondary education. Learn about Beacon Hall & catch my TV debut on the attached Video! I first appear at 6:17

Marketing Coordinator

• Jun 2015 - Feb 2017

As a Marketing Coordinator, I supported sales, marketing, and communications projects for all Amica & BayBridge communities. Including brand reposition strategy, advertising campaigns, promotional programs, location openings and local events, website development and social media, and company-wide corporate communications. Specific Projects I worked on: • Managed $200,000 signage budget across community portfolio to update branding on all interior and exterior signage, including development communities through the pre-open lifecycle. • Analyzed/created reports from the Customer Relationship Management (CRM) software Yardi. Reports included: direct mail lists, move in/out report, acceptor/rejecter lists for market research. • Managed the Daily Sales Report (DSR). Automated the submitting process to increase efficiencies. Saved upwards of 30 minutes a day for each community filling out & submitting their DSR. • Built marketing request form on company’s Intranet. Centralizing all request from 30 communities in one place for better tracking. Saved 3 to 5 business days in completing each request. • Google Analytics reports tracking website usage/patterns. Insight help launch 25 brand new websites. • Created media budget module, model to select new media buyer. After media buyer selection produced 22 media budgets totaling $400,000. • Managed relationships with key internal stakeholders, plus supporting 30 individual communities

Busser

• Oct 2012 - Jul 2015

Working at The Keg was much more than just cleaning tables and cashing in a paycheck during College. I saw the role I played amongst all the other team members as we collectively tried to provide the best dining experience for our guests. It was an extremely hardworking fast-paced environment that would get chaotic at times, but together we always got the job done! Working at The Keg was much more than just cleaning tables and cashing in a paycheck during College. I saw the role I played amongst all the other team members as we collectively tried to provide the best dining experience for our guests. It was an extremely hardworking fast-paced environment that would get chaotic at times, but together we always got the job done!