Director January 2016 to CurrentFIRST DATA － Denver, CO
Oversee the controls relationships across three of the largest financial institution clients from a risk management perspective for a payment technology company.
Designed and executed the implementation of the ControlVIEW Client Relations 'Multi-client' Role to provide oversight to new customers going forward in a sustainable manner.
Build client customized tracking tools, including dashboards, and develop metrics to capture any identified weaknesses in controls, client reported assessment findings, and ongoing oversight activities to further strengthen vendor oversight and comfort with First Data's protection of customer data.
Developed a formal client oversight activity tool to be utilized for recurring business review meetings with senior management to make them apprised of third party risk management trends experienced across bank customers; this allows the escalation of identified weaknesses in our respective controls to be brought to the attention of senior leaders in an efficient manner to best facilitate programmatic change.
Represent First Data in key business review meetings with clients to provide updates around First Data's oversight of their customer information, any programmatic changes within the First Data controls environment, and to address any open customer concerns.
Associate July 2013 to May 2015LANCASTER POLLARD － Columbus, OH
Led the financing process for clients seeking funding through mortgage banking or investment banking structures across healthcare entities.
Of the deals closed, completed two financings for full replacement hospitals both of which were approximately $35 million in size.
Analyzed the credit characteristics of entities and their respective collateral to help determine their overall debt capacity and the most beneficial form of financing given their goals
Structured debt financing options for clients in the healthcare space seeking to refinance or implement a facility expansion or replacement facility
Actively led private placement transactions including vetting investor interest, performing analysis, producing/distributing credit memorandums, determining the appropriate investor for the business owner and closing the transaction
Prepared and submitted FHA/USDA/Fannie Mae loan applications in their entirety for clients seeking mortgage financing options; led the closing process for those respective loans coordinating with business owners, legal, government and real estate teams.
FLRP Management Associate August 2011 to July 2013NATIONWIDE INSURANCE － Columbus, OH
Completed the Finance leadership rotational program ("FLRP") consisting of three financial rotations in Corporate Development (M&A), Strategy Analytics, and Financial Planning and Analysis.
Provided and presented analysis on the performance of Nationwide Financial for business leaders including the CFO and CEO of Nationwide
Developed a program in Excel to improve the efficiency of an ongoing reporting process utilized in Nationwide Financial, cutting the completion time in half
Evaluated acquisition and divestiture opportunities with responsibility for due diligence, negotiation, and valuation
Assessed and executed capital structure optimization plans including a catastrophe bond issuance in the amount of $270 million
Performed in-depth analytics, conducted interviews company-wide with key, cross-functional business leaders, and proposed an implementable solution on a $450 million business funding project
Developed analysis around Nationwide Financial's current retirement plan sales projections and the likelihood of achievement of those stated projections based upon current distribution channel characteristics and trends.
Financial Analysis Associate April 2010 to September 2010ICONTACT － Durham, NC
Six-month corporate development role working alongside the executive team to complete significant financial initiatives at a email marketing company.
Participated in the entire life cycle of a $40 million growth equity fundraise alongside the CEO, CFO, and the Director of Corporate Development
Evaluated proposals, selected a vendor, and implemented an equipment lease line and related sale/leaseback of certain assets, allowing the firm to maximize its cash position
Provided due diligence and analysis on an acquisition and facilitated the integration of the entity with iContact
Performed extensive competitive analysis on the email marketing and event planning industries including both domestic and international players.
Equity Analyst January 2006 to May 2009JPMORGAN, CLOSELY HELD ASSET MANAGEMENT － Columbus, OH
Actively managed a book of business consisting of more than 100 privately held investments with a combined market value greater than $100 million for ultra high net worth clients.
Conducted financial analysis, valuations and issued annual performance reports for private companies, including technology companies, operating companies, real estate holding companies and startups
Provided client representation at shareholder and board meetings as well as participated in prospective client pitches
Completed due diligence research on domestic and international fiduciary projects on an ongoing basis
Developed a Closed-End Fund database, which tracks Closed-End Funds on a weekly and monthly basis and calculates weighted average discounts for valuation purposes.
Education and Training
THE UNIVERSITY OF NORTH CAROLINA － Chapel Hill, NC
Master of Business Administration : Corporate Finance, May 2011KENAN-FLAGLER BUSINESS SCHOOLCorporate Finance
Bachelor of Science : Business Administration Finance Spanish and Economics, December 2005THE OHIO STATE UNIVERSITY － Columbus, OHBusiness Administration Finance Spanish and Economics
SPRING 2014ADDITIONAL DATAMENTOR 2.0 BIG BROTHER BIG SISTERS PROGRAM, MENTOR
*LICENSED SECURITIES REPRESENTATIVE HOLDING BOTH A SERIES 52 AND SERIES 79 LICENSE (ACTIVE DURING TENURE AT LANCASTER POLLARD)
*PUBLISHED IN THE ISSUE OF HOOSIER TIMES, AN INDIANA HFMA PUBLICATION; THE JUNE 2014 ISSUE OF HEALTHCENTS, AN EASTERN MICHIGAN CHAPTER OF HFMA; THE JULY 2014 VOLUNTEER EVOICE, A TENNESSEE HFMA PUBLICATION; THE JULY 2014 ISSUE OF THE PINE TREE TIMES, AN AAHAM PUBLICATION, AND; THE MAY 2014 ISSUE OF TARHEEL TIDBITS, A NORTH CAROLINA HFMA PUBLICATION