4
years

Years of Experience

11/16

Member Since


Bulge Bracket Investment Banks

Experience

 
JPMorgan Chase & Co Marketing
Relationship Manager
03/2014 - 03/2016
I was in charge of analyzing and structuring debt offerings. This included financial modeling, identifying comparables and research. I successfully cultivated client relationships which resulted in increased bottom line profits. My abilities afforded me to substantially improve client satisfaction measured by company surveys conducted by J.P. Morgan Chase. Additionally, I created client proposals after meticulous research resulting in improved cash flow, productivity and efficiency.

TD Bank Finance
Corporate Credit Associate
03/2012 - 02/2014
I completed due diligence for general industries to assess credit risk and generate debt risk ratings. Financial modeling, ratio analysis and transaction comparables were utilized to evaluate counterparty risks. I conducted industry, market and client research to support extension and/or renewal requests.