Experience

MidCap Financial

• United States
• Financial Services
• 200 - 300 Employee

• Associate

  • Jan 2022 - Present

• Loan Accountant Analyst

  • Aug 2018 - Jan 2022

  - Processed wire transfers for loans ranging from $250,000 to $25 million- Investigated various balance sheet or P&L irregularities - Contributed to improvements in internal controls in loan reporting- Performed month-end closing processes as well as be responsible for certain reconciliation and reporting activities



The Inn at Virginia Tech and Skelton Conference Center

• United States
• Hospitality
• 1 - 100 Employee

• Conference Technician

  • Aug 2017 - Aug 2018

  • Coordinated and implemented events including guest lectures, seminars and conferences • Accountable for all conference rooms and audio visual equipment needed for guests • Interacted with clients to address individual requirements • Coordinated and implemented events including guest lectures, seminars and conferences • Accountable for all conference rooms and audio visual equipment needed for guests • Interacted with clients to address individual requirements



Cambra & Co Estate Sales

• San Jose, CA

• Bookkeeper + Technical Assistant

  • Jun 2017 - Aug 2017

  • Prepared Excel accounting system for reconciling credit card and cash sales • Researched, staged and priced merchandise • Negotiated with customers using dynamic pricing • Managed cash sales and processed credit transactions • Prepared Excel accounting system for reconciling credit card and cash sales • Researched, staged and priced merchandise • Negotiated with customers using dynamic pricing • Managed cash sales and processed credit transactions



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Finance Intern

  • May 2015 - Jul 2015

  • Created and analyzed custom performance reports for individual and institutional clients • Participated in Strategic and Tactical investment committee meetings • Evaluated money managers utilizing standard industry risk and performance metrics • Determined optimum asset allocations to achieve client objectives • Prepared and analyzed client portfolios using the MorningStar Advisor workstation program • Created and analyzed custom performance reports for individual and institutional clients • Participated in Strategic and Tactical investment committee meetings • Evaluated money managers utilizing standard industry risk and performance metrics • Determined optimum asset allocations to achieve client objectives • Prepared and analyzed client portfolios using the MorningStar Advisor workstation program