Experience

Systima Capital Management LLC
• United States
• Investment Management
• 1 - 100 Employee
• Senior Associate - Asset Management

  • Dec 2020 - Present


KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate Advisory

  • Oct 2019 - Dec 2020

• Advisory Associate

  • Sep 2017 - Dec 2020

  • Member of team focusing on providing consulting solutions and validation methodologies to clients within the commercial real estate industry specializing in commercial mortgage backed securities• Perform due diligence for banking clients on fixed and floating rate credit facilities within CMBS• Review loan/asset level data from client provided files to actual source documents to ensure accuracy of client data• Work with a variety of asset types including conduits, CRE CLO’s and single assets• Analyze key collateral metrics and statistics, using client provided data files to comfort information disclosed in the transaction offering documents Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Banking Operations Associate

  • Oct 2015 - Sep 2017

  Global Loans Services, Commercial Real Estate Lending -- • Oversee the closing and processing of commercial real estate loans by tracking deals from start to finish, and analyzing loan agreements, credit agreements, promissory notes, mortgages and fund flows• Execute CMBS securitizations on date of settlement that are in line with Reg W• Operate alongside multiple organizations within MS including: FCG, AML, P&I, cash management, and utilities• Strong relationship with CRE’s front office and all of its components: closers, traders, underwriters, bankers, asset management• Facilitate the flow of information between internal and external parties, such as loan servicers and custodians• Process amendments to, advances on, and sales of large loans for our syndication and asset management teams• Monitor and reconcile multiple internal and external accounts that touch the CRE business• Responsible for compiling precise daily reporting and weekly and monthly metrics for upper management• Work to match multiple MS legacy systems that do not communicate with each other to ensure data accuracy• Administration of residential and consumer warehouse facilities; this included the processing of funding requests, reconciliation of incoming cash, settlements as well as collateral release requests• Coordinate operations with custodians, clients, takeout counterparties and internal management Show less

• Fraud Operations Analyst

  • Nov 2013 - Oct 2015

  • Reviewed and analyzed online banking (ACH/Bill-Pay/Wire) transactions prior to release to determine if fraud or misrepresentation exists• Action incidents alerted by a suite of detection tools and take all necessary steps to mitigate fraud and information security risk• Completed Suspicious Activity Reports (SARs) accurately and timely to file with FinCEN in accordance with banking regulation and internal policy procedures• Interacted with internal and external sources regarding risk issues involving client/account activity• Prepared and documented casework findings in a concise, understandable manner for written communication to appropriate parties• Worked with different teammates and business units (AML/IT security/WM Branches) to provide a safe and secured banking environment, and minimize financial losses to the firm from systematic security risk.• Professionally communicated with our branches and clients to educate on fraud topics, and inform on specific cases pertaining to them• Inputted and maintained findings in departmental databases for mining and identification of trends and patterns • Participated in training and onboarding new members of our department• Monitored client activity and overall industry news in order to detect and curtail fraud trends Show less



DePaul University

• United States
• Higher Education
• 700 & Above Employee

• Campus Recreation Intramural Supervisor and Official

  • Jan 2011 - Jun 2013

  • Managed the operations of various intramural sporting events, officials and players • Maintained the safety and welfare of participants during intramural events, achieved CPR/AED certification • Coordinated player registration, officials’ shifts and evaluations, and game schedules • Facilitated the exchange of information between officials to provide a uniformed foundation of knowledge for each sport • Utilized a full and complete knowledge of all applicable policies and procedures to maximize safety and efficiency Show less



JPMorgan Chase

• United States
• Investment Management

• Summer Analyst

  • Jun 2012 - Aug 2012

  • Collaborated with management to implement updated systems vital to overall department success • Consolidated multiple client information databases to produce a more streamlined process for identifying new business prospects • Analyzed sales dashboards to ensure the accuracy of record, correct errors, and target further opportunities • Participated in deal team calls to understand contributor roles, and to track a deal from start to finish • Spearheaded a national Chase Equipment Finance rebranding initiative Show less



Town of Amherst, NY

• Government Administration
• 100 - 200 Employee

• Sports Clinic Site Supervisor, Clerical Worker

  • May 2008 - Aug 2011

  • Oversaw more than 30 participants/campers at all times • Planned and coordinated all activities for the clinic each day • Exemplified leadership skills to create a fun and safe atmosphere for all participants • Answered and directed incoming calls, and engaged in customer service over the phone and in person • Worked with various town databases to produce of Town ID cards • Maintained a balanced register, and managed department financial records • Oversaw more than 30 participants/campers at all times • Planned and coordinated all activities for the clinic each day • Exemplified leadership skills to create a fun and safe atmosphere for all participants • Answered and directed incoming calls, and engaged in customer service over the phone and in person • Worked with various town databases to produce of Town ID cards • Maintained a balanced register, and managed department financial records