Goal-oriented Executive professional motivated to provide analytic and organizational support to targeted leadership. Proficient in overseeing a diverse array of tasks, communications, and responsibilities.
Overview
21
21
years of professional experience
Work History
Portfolio Analyst, Private Investment Operations
PPM America, Inc.
12.2023 - Current
Hybrid responsibilities in Traditional Private Placements and Bank Loans combining the benefits of both equity and debt financing
Produce monthly and quarterly reports for investors reflecting $77billion in AUM
Ensure daily Bank Loan settlements are correctly funded
Initiate the funding of trades in the private sector, insuring accurate note splits and wire instructions
Hospitality Administration / Central Recruitment
Restoration Hardware
07.2021 - 04.2023
Evaluated strengths and weaknesses of candidates through effective screening processes.
Operated and maintained applicant tracking and candidate management systems.
Run daily and quarterly fiscal reports on inventory, depletions, and price details.
Work closely with vendors to ensure proper invoicing and payment.
CDO Portfolio Analyst, Global Corporate Trust
US Bank NA
12.2016 - 03.2021
Provided proactive, high quality client service and administration.
Reconcile daily cash reports with accounting and client analytics teams providing accurate data for auditors.
Prepare monthly reporting documents and ensure data accuracy for a $700MM+ CDO portfolio.
Work closely with clients on quarterly Note Valuation Reports and payment date funding.
Human Resources Director
Wagstaff Worldwide
12.2010 - 04.2016
Handled on-boarding process for newly hired employees and distributed all paperwork.
Coordinated all recruitment and screening procedures for potential candidates.
Wrote and administered all new client agreements, as well as creating weekly newsletters for current and prospective clients.
Oversaw all monthly expense operations for 25+ employees.
Director
Roaming Admin Executive Assistants
01.2004 - 11.2010
Monitored office workflow and administrative processes to keep operations running smoothly.
Coordinated and booked client travel , meetings, and design events.
Managed client calendars, and all email correspondence .
Closely kept track of all billable hours and client invoicing.
Education
BBA - Management And Labor Relations
Cleveland State University
Cleveland, OH
08.2003
Skills
Client Account Management
Microsoft Office: Word, Excel, PowerPoint, Outlook