Experience

Deerpath Capital

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate

  • Mar 2021 - Present



First Eagle Investments

• United States
• Investment Management
• 300 - 400 Employee

• Operations Associate

  • Jul 2017 - Mar 2021

  Agency Services: * Acted as an intermediary between borrowers and lenders and communicated all cash and loan activity with the utilization of Wall Street Office * Handled all cash transactions and completed daily cash reconciliation of FEPC’s agency account * Responded to all inquiries and requests related to FEPC’s agent bank deals, such as audit/balance confirmations, assignments, DACA requests, and UCC Continuations * Collected and tracked inventory of monthly/quarterly financial statements, insurance certificates, common stock certificates, stock powers, and all other exhibits listed in a deal’s credit agreement * Coordinated with asset management and credit team to ensure proper handling of bank deal closings, restructures, amendments, and payoffs Compliance Reporting: * Monitored the daily activities of loans within various fund types (MM, BSL, & Direct Lending) to assure fund performance and indenture compliance * Analyzed and communicated hypothetical test results to asset management and credit team members in order to facilitate trading decisions * Executed data reconciliation with Trustee Banks to verify all trading activity, rating agency updates (Fitch, Moody’s, and S&P), and capture cash activity in investor compliance reports * Produced internal monthly reports and quarterly payment waterfalls for the purpose of maintaining a track record of earned management fees and IRRs of various funds Loan Administration: * Processed loan activities on WSO and ensured all issuer and loan data is accurate * Communicated with Agent and Trustee Banks to clear cash and/or data exceptions * Confirmed accuracy of rating changes and update ratings on Everest and WSO Show less



Division of Capital Asset Management and Maintenance

• United States
• Government Administration
• 100 - 200 Employee

• Finance Intern

  • May 2017 - Jul 2017



Questrom School of Business, Boston University

• Higher Education
• 300 - 400 Employee

• Office Assistant

  • May 2015 - May 2017

  • Updated alumni database with data integrity research through the BBEC system, Internet, LinkedIn, and other resources to ensure prospect managers have accurate information when cultivating relationships with current and prospective donors • Assisted with alumni events by helping to create and update invitations, registrations, and name tags • Managed incoming e-mail concerning alumni and donor interactions with prospect managers allowing them to keep track of their interactions and plan their next steps in prospect cultivation • Sent handwritten thank you notes and post cards to donors using Microsoft Excel and Word mail merge to express gratitude and inspire future donations Show less



Brigham and Women's Hospital

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Data Analysis Intern

  • Jun 2016 - Aug 2016

  • Re-structured data of over 1200 research procedures (2011-2016) that were conducted in the Advanced Multimodality Image Guided Operating (AMIGO) Suite using Microsoft Excel to attract surgeons to utilize image-guided modalities for their procedures • Conducted data integrity research of patient information regarding their AMIGO procedures using the Partners Epic Hyperspace program (Electronic Health Record System) • Collaborated with AMIGO staff and researchers by initiating team meetings and discussion to learn about radiology procedures and find efficient ways to create a meaningful Excel spreadsheet • Used data analytics tools such as pivot tables and charts to help explore trends regarding the utilization of AMIGO Show less



Boston University School of Medicine

• United States
• Higher Education
• 700 & Above Employee

• Office Assistant

  • Jul 2014 - Jun 2016

  • Searched and updated data concerning students and alumni using the BBEC system to provide prospect managers with enough information to discover new prospects and maintain their relationships with current donors and alumni • Handled donations ranging from $10K to $75K by documenting all vital information concerning the donation and ensured their proper delivery • Answered the telephone and conveyed messages to the necessary personnel to guarantee the proper handling of donors’ questions and concerns Show less