Experience

MidCap Financial

• United States
• Financial Services
• 200 - 300 Employee

• Managing Director - Commercial Loan Systems & Operations

  • Jan 2019 - 5 years

  Washington D.C. Metro Area

• Director - Commercial Loan Systems & Operations

  • Jan 2016 - Dec 2018

• Vice President, Commercial Loan Systems & Operations

  • Jul 2012 - Dec 2015

  Washington D.C. Metro Area

• AVP, Loan Operations

  • Nov 2010 - Jul 2012



Ares Management Corporation

• United States
• Financial Services
• 700 & Above Employee

• Consultant, Private Debt Loan Operations

  • Apr 2010 - Aug 2010

  Serving as key member on the Ares Management/Allied Capital integration team; providing expert support, assistance, and guidance to the private debt loan operations team in Los Angeles regarding Allied Capital’s legacy portfolio. Respond to questions regarding cash management, debt and equity investment mechanics, derivation of cost basis for investments, and legal document interpretation.



Allied Capital

• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Senior Loan Operations Specialist

  • Jan 2006 - Apr 2010

  Washington D.C. Metro Area Spearheaded search for new financial software program and served in a senior role on the conversion team setting business requirements and performing user testing. Served as team lead; training, developing, and supervising junior members of the team including approving financial transactions processed, outgoing wires, cash reconciliations, and payoff quotes. Monitored investment portfolio and credit agreements for pricing and payment date changes. Provided excellent customer service at all… Show more Spearheaded search for new financial software program and served in a senior role on the conversion team setting business requirements and performing user testing. Served as team lead; training, developing, and supervising junior members of the team including approving financial transactions processed, outgoing wires, cash reconciliations, and payoff quotes. Monitored investment portfolio and credit agreements for pricing and payment date changes. Provided excellent customer service at all levels; maintaining relationships internally and with borrowers and participants to explain accruals, remittances, and legal document clauses. Wrote, modified and published requested reports for other members of the team and firm to use on an as-needed basis.

• Loan Operations Specialist

  • Nov 2004 - 2006

  Washington D.C. Metro Area Performed cash management for the entire portfolio; including reconciliation of daily cash flows and review of daily transaction processing. Investigated and reconciled discrepancies for debt and equity investments in the company’s private finance and real estate portfolios. Managed and maintained all investments within the subsidiary ledger from origination of the investment to its exit. Designed and implemented improvements to departmental systems, software, and processes.



TD

• Canada
• Banking
• 700 & Above Employee

• Assistant Manager, Treasury

  • 2002 - 2004

  Houston, Texas Area Verified the accuracy of all funding requests and balances for the US Business lines. Supervised, trained, and developed junior treasury staff and served as the funding liaison between the US and Toronto. Performed intercompany funding and reconciliation for six legal entities and maintained funding integrity throughout a lengthy software conversion project.