Senior portfolio manager with responsibility for a book of $1.4 billion in corporate lending to domestic and international credits across diverse loan structures and products; coverage of consumer, leisure, transportation and industrial issuers. Core strengths in financial analysis and fundamental research supporting management with proprietary views on strategic, financial, and operational factors for risk-taking and risk management. Develop and vet financial models and projections

Extensive, cross-functional experience from origination to completion in financing, deal structuring, M&A and restructuring transactions across core accounts for large-cap and mid-cap business services, industrial and transportation clients. Managed all phases of client engagements through direct dialogue with clients and coordination of work product including detailed valuation analysis, capital structure alternatives, drafting of materials and facilitating the due diligence process

Experienced leader in all aspects of the due diligence process for capital markets and strategic transactions, including meeting with senior management, consultation with industry experts and managing legal and accounting resources. Led teams performing detailed financial analyses, including liquidity analysis, discounted cash flow, comparable companies, precedent transactions, leveraged buy-out, accretion/dilution and sum-of-parts models.