Experience

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  Olympus

  • Boston-North

  • Territory Sales Manager

    • Feb 2013 - Apr 2015
    • Boston-North

    Responsible for the sale and gaining market share of Ear, Nose and Throat surgical capital equipment, disposable products and service contracts to hospitals, surgery centers, and physician offices in Northeast Massachusetts.- #18 of 93 reps in 2015 YTD disposable sales- Closed largest user of Celon device in Olympus in 2014. ($150,000+ in new, annual revenue)- Used finance background to present financial data to hospital value analysis committees on usage forecasts, capital costs, revenue potential, and leasing options.

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  Upromise Investments

  • Asset Management - Financial Resolution Rep II

    • Nov 2010 - Feb 2013

    • Managed all financial issues related to American Century 529 funds and K.I.D.S. state match accounts• Exceeded SLA accuracy targets on account transfers, exchanges, withdrawals and other financial transactions• Researched, analyzed and presented financial cases to Upromise legal department associated with account levies, divorce decrees, and transfers• Developed profitable relationships with clients based on timely customer service with detailed financial analysis • Appointed as trainer for new hires on DST:TA2000 financial management software

  • Asset Management - Reconciliation

    • Sep 2009 - Nov 2010

    • Thrived in fast paced, deadline driven atmosphere, depositing funds into over 2.5 million 529 accounts totaling more than $36 billion • Responsible for performing daily reconcilement of account transactions to make sure deposits were correct and transferred prior to deadline• Participated in four acquisitions, increasing accounts by 33%, while working with upper management to streamline synergies • Implemented new workflow process that increased productivity and reduced the need for additional resources• Processed account transactions, financial wires and the review of daily securities settlement for BNY Mellon

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  The First Marblehead Corporation

  • Boston, MA

  • Capital Markets - Associate

    • Apr 2007 - Sep 2007
    • Boston, MA

    • Participated in investment banking meetings to forecast investor appetite for FMC student loan senior and subordinate debt• Analyzed and reviewed deal documentation and investor returns for the securitization of FMC student loan asset-backed securities• Assisted in tranche development and updated monthly rates of return of FMC Notes due to fluctuations in LIBOR rate• Gained valuable insight into the investment banking industry and asset-backed securitization process