Management Training

Summary Of Qualifications

Ms. Carrenard brings over 10 years of experience in the Investment Banking sector and has worked for multinational firms such as Mizuho Financial, BNP Paribas, and Credit Suisse. With her years of experience, Ms. Carrenard brings to the table such skills as: resolution of disputes and/or issues, research abilities, negotiation tactics, interpersonal skills, ability to interact with both internal/external clients and management, knowledge of closing/settlement processes, funding multimillion dollar accounts, maintaining and tracking inventories, knowledge of reconciliation procedures and invoicing and collection of payment from vendors. Ms. Carrenard’s abilities, skills and knowledge afforded her the opportunity to be chosen to travel to Ireland, Japan and Singapore for respective firms for the training of staff and managers, system conversion and implementation. She has proven experience in supervisory and leadership roles. Ms. Carrenard is proficient at reading, comprehending and interpreting documents such as credit agreements and executing legal transfer documents such as assignment agreements, multilateral agreements and participation agreements. She is also well-versed in the preparation and processing of multimillion dollar funding memos/pricing letters. Ms. Carrenard has strong organizational and communications skills, as well as the ability to work in high volume environments. She is knowledgeable and experienced at identifying and resolving issues and conflicts. Ms. Carrenard is quite adept at working both within a team environment and independently, effectively and efficiently. Her acute attention to details, time management skills and her ability to multitask makes her a valuable team member to the organization.

Professional Experience

Barclays CAPITAL, New York March 2007 – February 2013

Asst Vice President – Bank Debt Trading Dept – Par Bank Debt Closer

Managed portfolio of 150 - 200 bank debt trades from inception to completion

Reviewed and approved associate timesheets and overtime

Settled trades on a timely basis

Resolved issues such as trade disputes; Researched and reconciled position breaks

Prepared closing/settlement package

Funded/Received funds for trades upon closing

Liaised with both internal and external clients such as Closers, Lead Banks, Fund Managers, Desk Analysts, Salespersons, Traders, Attorneys, Research Associates and Compliance Officers

Controlled dissemination of restricted, non-public information of deals

Executed legal documents such Assignment Agreements, Participation Agreements, Multilateral Agreements, Netting Agreements and Funding Memos

Ensured accuracy of bank debt trade tickets, trade confirms, settlement documents and funding/pricing memos

Entered trades into trading system and documentation system as well as maintained both systems

Solicited, recorded and maintained votes for amendments and restructures

Trained and mentored newly hired associates

Bank Of America Merrill Lynch (f/k/a Merrill Lynch & Co), New York May 2004 – Mar 2007

Vice President – Bank Debt Trading Dept - DISTRESS Closer (Jan 2006 – Mar 2007)

Managed portfolio of 75 - 100 open distressed debt trades

Performed Know Your Customer checks on new clients

Prepared, maintained and tracked loan inventory positions

Reviewed Purchase and Sale Agreements, Assignment Agreements, and

Purchase Price Letters

Prepared and reviewed pricing

Coordinated with outside counsel on the negotiations of documentation for distressed trades

Worked on deal amendments, restructures and bankruptcies

Entered bank debt trades into Clearpar System

Asst Vice President – Bank Debt Trading Dept - Par Team Leader (May 2004 – Dec 2005)

Supervised and managed staff consisting of Collateralized Loan Obligation (“CLO”) Closers and Par Closers

Monitored monthly trade volumes

Prepared month-end reports

Ensured timeliness of par bank debt and CLO trade settlements

Extensive interaction with trading desk, legal, compliance, fund administrators and counterparties

Ensured closers stay in compliance with firm policies and procedures

Attended and participated in regularly scheduled meetings with team to discuss current issues, identify areas of potential conflicts, and resolve said conflicts

Credit Suisse (f/k/a Credit Suisse First Boston), New York November 1999 – May 2004

Asst Vice President – Bank Debt Trading Dept (Jun 2001 – May 2004)

Ensured proper documentation and closed assignments for par and distress trades

Confirmed wires using Federal Wire Systems with clients

Interacted with counterparties, agents banks, legal counsel, compliance and traders to resolve trade closing issues

Confirmed trade allocations and trade tickets

Collaborated with CLO team to close warehouses and settle warehouse proceeds

Processed drawdowns, paydowns and repricings

Calculated and invoiced clients for interests and fees

Senior Specialist - CORPORATE Finance DEPT (Nov 1999 – Jun 2001)

Prepared loan pricing model for new, refinanced and restructured deals

Coordinated initial funding for new deals with Loan Servicing Department

Reviewed executed credit agreements

Monitored loan trading exposures

Prepared deal information sheet (term & conditions) from Credit Agreements

Inputted and maintained limits, collateral/guarantee information on operations system

Investigated and resolved discrepancies in credit facilities and system

Prepared and reconciled monthly reports, i.e. violations report

Processed audit confirmations and credit inquiries

Mizuho Financial (f/k/ The Industrial Bank of Japan LTD) New York April 1997 – November 1999

Analyst – Media & Communications Dept

BNP PARIBAS (f/k/a Banque Paribas) NEW York September 1994 – April1997

Senior Loan Specialist – Loan Servicing Dept

Education

Pace University: Bachelors of Business Administration; MAJOR: International Management; Minor: Spanish

Language

Creole

Computer Skills

Microsoft Office Suite, LOAN IQ (LIQ), ClearPar

Special Assignments

August 2003 – Singapore for LIQ Training of Management

September 2003 to March 2004 – Singapore for LIQ conversion/Implementation and LIQ training of staff

February 2005 – Dublin, Ireland for LIQ Training of staff and managers

September 2005 – Tokyo, Japan for LIQ Training of Traders, Finance, Deal Administrators and Managers

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