QUALIFICATIONS PROFILE

Dynamic, detail-oriented, and performance-focused professional, offering broad-based experience in financial management,

business development, administrative support, and product management. Possess exceptional ability to build long-term productive

relationships, resolve complex financial issues, and win staff loyalty. Serve as a highly organized leader and team player, with

well-defined communication, technical, problem-solving, interpersonal, quantitative, and analytical aptitudes. Demonstrate solid

commitment in providing financial services and obtaining continuous career advancement.

CORE COMPETENCIES

Financial and Business Operations

Project Management

Strategic Planning and Analysis

Regulatory Compliance and Standards Client Relations and Negotiation

Relationship Management

Rapid Conflict Resolution

Organizational Leadership and Team Building

PROFESSIONAL EXPERIENCE

BlackRock, Inc. (world’s largest asset manager) 2008–Present

Associate, BlackRock Solutions Relationship Management Boston, MA; New York, NY Mar 2011–Present

Assume full accountability in overseeing projects in full support of client initiatives, such as business process redesign;

organizing resources companywide; and proactively administering client communications. Render strategic assistance to the

management and colleagues in efficiently conducting system configuration, testing, as well as user training and product

demonstrations.

Notable Accomplishments:

- Sought for and captured revenue growth opportunities by spearheading a project which successfully grew two clients’

business models from domestic to global operations with new office locations in Japan, India, and China.

- Took part in rendering assistance on the 2014 Aladdin Client Conference, which included overseeing all external client

coordination and spearheading all sessions’ key presentations.

- Provided clients with enterprise investment systems and customized risk solutions on their most complex capital market-

driven and investment process challenges.

- Worked with some of the world’s largest and most sophisticated insurance institutions to evaluate their needs and

implement optimal solutions; consequently exceeding current client assets by $300BB.

- Accomplished risk analytics with portfolio management, trading, compliance, and operations tools in support of a

consistent and controlled investment process; thus, allowing significant increase in operating leverage.

- Continually established and cultivated strong working relationships with all clients, project teams, managers, and

senior executives in overseeing all related financial concerns, including the submission of client requirements to BlackRock

Solution’s (BRS) product teams.

Associate, Alternative Product Group Princeton, NJ; New York, NY May 2008–Mar 2011

Solely maintained financial models for structured credit indenture requirements, which included waterfall payment structures and

coverage and collateral eligibility tests. Handled the preparation of monthly and quarterly analyses on the structured credit

business utilized in management reporting initiatives.

Notable Accomplishments:

- Demonstrated wide-ranging understanding of investment and derivative products, held in various structured credit

transactions, such as the following:

- Securities (asset-backed securities, residential mortgage-backed securities, and commercial mortgage-backed securities)

- Swap agreements (credit default swaps, total return swaps, and interest rate swaps)

- Bank loans; cash flow swaps; and foreign currency hedges

- Played a vital role as primary analyst on a $32B worth of structured investment vehicle (SIV) which significantly

converted commercial paper transaction to longer term notes; thus, enabling investors to receive principal and interest cash

flows.

- Spearheaded external information technology efforts in the successful migration of an Excel-based transaction monitoring

system to a centralized database implementation.

- Worked collaboratively with deal trustees in reconciling and ensuring the integrity of all investor reports; and

partnered with senior portfolio managers and traders in adhering to deal covenants.

- Expertly performed hypothetical scenario analyses in projecting the impact of specific trade strategies in structured

credit transactions.

Fitch Group (global leader in financial information services) 2003–2008

Analyst, Structured Credit Group New York, NY Jul 2006–May 2008

Acted as primary analyst for all alternative investment transactions, which included collateralized fund obligations (CFO)

backed by hedge fund, fund of funds, and private equity interests. Effectively liaised between the Market Value Collateralized

Debt Obligations (CDO) Group and the Asset-Backed Commercial Paper Group in all related concerns.

Notable Accomplishments:

- Leveraged outstanding financial aptitude in conducting and accomplishing the following key initiatives:

- Complete credit and structural analysis of synthetic, market value, and cash flow CDO, backed by corporate debt,

residential mortgage, commercial mortgage, and asset-backed securities

- Financial statement evaluation focusing on key ratios to assign shadow ratings to corporate loans included in middle

market collateralized loan obligations (CLO)

- Cash flow waterfall model creation in compliance with CDO covenants; and key scenario analysis to test deal parameters

with various prepayment, default, and interest rate stresses

- Expertly trained and mentored first year analysts within the Structured Credit Groups Performance Analytics Team;

consequently optimizing productivity companywide.

- Proactively participated in meetings and lead calls with hedge fund managers in discussing transaction performance,

portfolio allocation, investment strategies, and market positioning initiatives.

Analyst, Structured Finance Asset-Backed Securities Group (Part-Time) New York, NY Jul 2005–Jul 2006

Progressively led and conducted rating analysis of asset-backed securities (ABS) collateralized by credit card receivables and

commercial paper. Determined key structural and macroeconomic drivers of rating migration through extensive historical

performance analysis of credit card ABS.

Notable Accomplishments:

- Proficiently built key business models for quantitative evaluation of auto ABS, such as net loss percentage models and

default and loss models.

- Contributed in creating and utilizing an original assumption model template for student loan ABS analysis.

Summer Intern New York, NY Jun 2003–Aug 2003; May 2004–Aug 2004

Efficiently prepared memorandums and support documents presented in credit committees; audited all transactions in the asset-

backed securities (ABS) portfolio; and monitored and updated documentation files in compliance with the Securities and Exchange

Commission (SEC) guidelines.

EDUCATION

Bachelor of Science in Business

With Concentration in Economics and Minor in Information Technology: 2006

Monmouth University West Long Branch, NJ

Study Abroad Programs: Regents College, London, England Macquarie University, Sydney, Australia

PROFESSIONAL DEVELOPMENT

Comprehensive Credit Training Fitch Ratings

Equity, Fixed Income, and Derivative Instruments Training BlackRock, Inc.

TECHNICAL ACUMEN

Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) Lotus Notes (Currently IBM Notes) Intex

Rating Agency Models Aladdin (BlackRock Solution’s Enterprise Investment System) Bloomberg Internet Applications

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