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WORK EXPERIENCE
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TD Bank, West Palm Beach, FL; Philadelphia, PA
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April 2007 - Present
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Portfolio Manager
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Healthcare Financial Services: - Prepare detail-oriented cash flow statements and regulatory due dilligence for new and existing customers.
- Prepare commercial loan approval memorandums for new and existing customers with aggregate relationship exposure over $5,000,000.
- Develop favorable interpersonal relationships with internal and external customers.
- Participate in officers' approval deal discussion.
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Senior Credit Analyst
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Commercial Credit Department: - Prepared detail-oriented cash flow statements and regulatory due dilligence for new and existing customers.
- Prepared commercial loan approval memorandums for new and existing customers with aggregate relationship exposure ranging from $50,000 to $25,000,000.
- Prepared loan officer call memorandums on new and existing customers.
- Developed favorable repore with internal and external customers.
- Provided ancillary services to support the Bank's loan approval process as needed.
- Participated in officers' approval deal discussion.
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bootstrap | economist, Philadelphia, PA
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February 2007 - Present
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Founder
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Self-Employed: - Built a weblog discussing banking, personal finance and web technologies.
- Developed unobtrusive text advertising revenue providing an annual net profit margin of 33%.
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Republic First Bank, Philadelphia, PA
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May 2005 - April 2007
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Credit Analyst
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Commercial Lending Department: - Prepared detail-oriented cash flow statements and regulatory due dilligence for new and existing customers.
- Prepared commercial loan approval memorandums for new and existing customers with aggregate relationship exposure ranging from $50,000 to $25,000,000.
- Prepared loan officer call memorandums on new and existing customers.
- Developed favorable repore with internal and external customers.
- Participated in officers' approval deal discussion.
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Roxborough Manayunk Bank, Philadelphia, PA
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June 2003 - March 2004
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Co-op
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Commercial Lending Department: - Prepared basic cash flow statements and regulatory due dilligence for new and existing customers.
- Prepared commercial loan approval memorandums for new and existing customers with aggregate relationship exposure ranging from $50,000 to $250,000.
- Provided ancillary services to support the Bank's loan approval process as needed.
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ING Variable Annuities, West Chester, PA
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September 2002 - March 2003
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Co-op
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Credit Suspense Department: - Prepared general ledger accounting entries for batch upload.
- Provided ancillary services to support the Company's asset recovery process as needed.
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Wyeth Pharmaceuticals, King of Prussia, PA
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September 2001 - March 2002
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Co-op
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Logistics & Supply Chain Department: - Participated in design and development of framework for a global logistics data warehouse.
- Developed and implemented standardized project management toolset.
- Developed cost projection models for new and ongoing logistics & supply chain projects.
- Provided ancillary services to support the Company's logistics & supply chain process as needed.
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Drexel University, Philadelphia, PA
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September 2000 - June 2005
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Student Leader
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- Two (2) years of executive committee experience as a member of the Alpha Epsilon Pi fraternity. Positions include House Manager, Risk Manager and President.
- Six (6) months of executive committee experience as a member of the Undergraduate Student Government Association. Positions include Secretary.
- Six (6) months of employment as assistant business director of The Triangle.
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