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Manager Assistant

Gainesville, VA
April 29, 2020

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***** ******* **** • Gainesville, VA 20155 • 703-***-**** •


Tulane University, Freeman School of Business, New Orleans, LA May 2019 Master of Business Administration, Concentrations: Energy, Finance

• Morton A. Aldrich Fellow

• Energy Club, Project Consultant

Virginia Commonwealth University, Richmond, VA December 2004 Bachelor of Science in Business Administration, Concentration: Economics

• Economics Club, Vice President


PricewaterhouseCoopers, San Francisco, CA June 2018 – Aug 2018 Management Consulting Intern, Power & Utilities Advisory Services

• Evaluated client’s current and proposed business processes for viability and inclusion in PwC’s strategic cost-savings proposal

• Conducted field research and analysis with client field crews and identified additional, previously unidentified, process improvement opportunities leading to an additional 2% cost savings

• Partnered with financial analysis team to quantify potential cost savings and incorporate within cost- savings proposal

• Created presentation material summarizing results for executive-level client personnel Apple Bank for Savings, New York, NY July 2015 – July 2017 Portfolio Manager, Credit Administration

• Managed the bank’s $500 million – $1.5 billion Commercial & Industrial loan portfolio from a credit risk perspective. During my tenure, the bank had no credit losses from C&I borrowers

• Supervised and assisted junior-level analysts

• Performed underwriting and in-depth financial analysis of large public companies utilizing financial models, cash flow projections, and independent research

• Discussed with executive-level bank officers and board members the bank’s appetite to participate in various syndications/transactions

HSBC Bank USA, NA, New York, NY May 2014 – June 2015 Portfolio Manager, Large Corporate Banking

• Underwrote ~$3 billion of new loans, lines of credit, and other types of financing including project finance and M&A activity

• Analyzed small-to-mid-cap sized companies utilizing financial models and research

• Met with clients to discuss financing needs, current business operations, and potential opportunities

• Outlined risks and mitigants of proposed debt facilities and made recommendations to decision makers within the bank

TD Bank, NA, Vienna, VA & New York, NY Aug 2010 – May 2014 Credit Analyst I & II, Assistant Vice President

• Underwrote ~$500 million of new loans, lines of credit, and other types of financing

• Performed underwriting and in-depth financial analysis of primarily non-public businesses utilizing financial models

• Established probability of default and loss given default ratings/estimates ADDITIONAL

Formal Credit Training, Python (Beginner), Excel, Word, PowerPoint, Fixed Income Analysis, Valuation, Investment Analysis, Project Finance, Energy Project Finance, Process Improvement, Credit Risk, Portfolio Management

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