Experience

SES ESOP Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • May 2019 - Present

  Greater Philadelphia Area



Chubb

• Insurance
• 700 & Above Employee

• Senior Financial Analyst

  • May 2017 - May 2019

  Philadelphia, Pennsylvania •Performed in-depth Financial Statements Analysis for Publicly traded and closely held companies to assess Credit Risk •Negotiated and consulted with the firm's underwriting teams and legal counsel in regards to proper agreement structures for clients •Controlled the collateral position of the program with respect to Letters of Credit, Surety Bonds and Cash Accounts. •Conducted meetings with financial management leaders of current clients and/or prospects, banking and/or financial… Show more •Performed in-depth Financial Statements Analysis for Publicly traded and closely held companies to assess Credit Risk •Negotiated and consulted with the firm's underwriting teams and legal counsel in regards to proper agreement structures for clients •Controlled the collateral position of the program with respect to Letters of Credit, Surety Bonds and Cash Accounts. •Conducted meetings with financial management leaders of current clients and/or prospects, banking and/or financial institutions as well as brokers. •Provided financial approval or rejection of the proposed program from a financial standpoint. •Supported the Vice President of Credit Management with bankruptcy management for existing clients. •Coordinated billing and disbursement for client needs with the treasury and accounts receivable team Show less



Boeing

• United States
• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Financial Analyst

  • Jan 2014 - May 2017

  •Presented Financial Reviews and presentations to Senior level management •Analyzed Estimate at Completions for Fixed Price, Cost Type and Time and Material contracts •Assisted in the business unit’s Long Range Business Plan and Forecast •Developed financial models to identify risk and opportunities on the contracts earnings and margins •Evaluated actuals to plan for cost, cash and revenue reporting •Completed cash management initiatives for the company’s joint venture… Show more •Presented Financial Reviews and presentations to Senior level management •Analyzed Estimate at Completions for Fixed Price, Cost Type and Time and Material contracts •Assisted in the business unit’s Long Range Business Plan and Forecast •Developed financial models to identify risk and opportunities on the contracts earnings and margins •Evaluated actuals to plan for cost, cash and revenue reporting •Completed cash management initiatives for the company’s joint venture contracts •Supported project managers with regards to schedule requirements •Executed monthly, quarterly and annual budgets for domestic and international contracts •Worked with cross functional teams for value stream mapping initiatives and lean process improvements Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Credit Facility Account Manager

  • Mar 2013 - Jan 2014

  •Managed a complex portfolio of syndicate loans and bilateral agreements •Acted as a liaison for the firm with the clients Senior Treasury management personnel •Assisted the Corporate Banker with Credit Facility restructures •Maintained and provided Amortization Schedules for Corporate Treasury departments and lender needs •Analyzed and monitored interest rate and fee accruals for LIBOR, Swing-line, Base Rate loans and Letters of Credit •Reviewed External Credit Agency… Show more •Managed a complex portfolio of syndicate loans and bilateral agreements •Acted as a liaison for the firm with the clients Senior Treasury management personnel •Assisted the Corporate Banker with Credit Facility restructures •Maintained and provided Amortization Schedules for Corporate Treasury departments and lender needs •Analyzed and monitored interest rate and fee accruals for LIBOR, Swing-line, Base Rate loans and Letters of Credit •Reviewed External Credit Agency Ratings, Financial Ratios and Borrowing Base Certificates for appropriate Pricing Levels for the team •Interpreted and examined complex legal terminology per the clients Credit Agreement Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Associate

  • May 2011 - Jan 2013

  New Jersey •Provided Analytical support to Senior Advisor with Equity and Fixed Income research •Assisted clients with inquiries in regards to portfolio performance and investment strategy •Utilized Merrill Lynch proprietary tools for Investment and Asset Allocation strategies •Updated Client Portfolio Reviews and Retirement Analysis with for client reviews •Constructed Investment Portfolios in Excel with tailored weightings and sector distribution •Conducted quantitative due diligence for… Show more •Provided Analytical support to Senior Advisor with Equity and Fixed Income research •Assisted clients with inquiries in regards to portfolio performance and investment strategy •Utilized Merrill Lynch proprietary tools for Investment and Asset Allocation strategies •Updated Client Portfolio Reviews and Retirement Analysis with for client reviews •Constructed Investment Portfolios in Excel with tailored weightings and sector distribution •Conducted quantitative due diligence for portfolio rebalancing needs •Build relationships with prospective clients through investment seminars with Senior Advisors Show less