Manager Service

Kevin Quillen

**** ********* **** • Dallas, TX **214 • 801-***-**** • *************@*****.***

PROFESSIONAL EXPERIENCE

Goldman Sachs, Dallas, TX December 2013-Present

Senior Associate – Corporate Loan Servicing August 2019-Present

· Perform oversight and approval of functions for a team of analysts and a portfolio of 1200 syndicated loans within the firm’s Relationship Management book..

· Service a portfolio of complex/restructuring deals while maintaining risk management of the entire team, processing of reports, delivering KRIs, onboarding of other associates and research of unknown risk items.

· Lead process improvement initiatives with an overall focus on creating efficiencies.

· Drive leadership by providing targeted feedback and mentorship through 1:1 meetings, creating team goals and deep involvement of strategy including hiring and communication of risk profiles to senior leadership.

· Manage relationships with all relevant stakeholders across several revenue generating business units. Merchant Banking Operations December 2017-August 2019

· Responsible for operational support of private equity funds including account opening, investment settlement, placing trades and process improvement in fast paced deadline driven environment.

· Primary contact support and reconciliation of cash in Merchant Banking funds-comfortable with large data sets.

· Promoted to team manager August of 2018 and Senior Associate December of 2018.

· Team oriented and experienced in working across divisions and business units to meet and exceed deliverables especially in project space with limited or no supervision.

· Spearheading projects and viewed as a driver of process improvement and creative solutions. Client Service Group-Asset Servicing December 2013-November 2017

· Effective in communicating complex market events to wide audiences in a clear and concise manner.

· Promoted from Analyst to Associate January 1, 2016.

· Effective in maintaining and improving relationships for clients and promoting the Goldman Sachs brand.

· Identifying and mitigating risk to clients, counterparties and the firm around corporate action events.

· Selected to migrate client service functions from Jersey City to Salt Lake City due to high social intelligence and short learning curve; also chosen as one of six people globally to absorb synthetic products into service offering.

· Successful in leveraging metrics to illustrate volumes, analyze work drivers and predict trends in client behavior. Morgan Stanley, South Jordan, UT April 2013-November 2013 Junior Financial Support – Client Tax Operations

· Responsible for tracking cost basis and realized capital gains and losses across multiple asset classes including, but not limited to, equities, mutual funds, debt instruments, unit investment trusts.

· Demonstrate problem solving skills by tracking securities through corporate actions to accurately determine cost basis.

Fidelity Investments, Salt Lake City, UT January 2012 - April 2013 Financial Representative

· Proficient in trading stocks, mutual funds, exchange traded funds, precious metals, options as well as several fixed income products including treasuries and certificates of deposits.

· Provider of world class customer service, which has been recognized on a monthly basis through positive customer surveys after interactions, and high call scores from management. EDUCATION

University of Utah, Salt Lake City, UT May, 2011

Bachelors of Arts, Economics

Served as Vice President and Recruitment Chairman of the Pi Kappa Alpha Fraternity. University of Utah, Salt Lake City, UT May, 2011

Bachelors of Arts, International Studies with an Emphasis on Trade and Commerce

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