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Work Background
PipePartnerships @ Pipe
Apr. 2024Pipe's Capital as a Service offering enables partners to provide their customers with access to frictionless capital in just a few clicks - all without ever leaving your platform. Learn more at pipe.com/for-partners https://pipe.com/for-partners
Gen II Fund ServicesClient Success Manager
Jul. 2021 - Mar. 2024Skilled Project Manager specializing in customer success and relationship building.
Facilitates smooth transitions for clients from sales prospects to active product users.
Focuses on fostering customer loyalty and cultivating long-term client relationships.
Serves as a dedicated advocate for customer success, providing ongoing support.
Maintains a strong presence as the primary point of contact for clients throughout their engagement.
Utilizes project management expertise to ensure exceptional outcomes and customer satisfaction.
Contributes to the sustained success of clients and the overall growth of the business.
Bloomberg LPStructured Products Manager
Jan. 2016 - Jun. 2021Princeton, New JerseySuccessfully launched the Cash Structured Products League Table for Mortgages which provided unbiased transparency for the market of underwriters and issuers in securitized products. Develop and manage relationships with cross-functional senior official’s at large financial institutions, hedge funds, trustee firms and collateral managers to ensure new market dynamics are met with effective new products. Successfully migrate data points into a new database as part of acquisition of Barclays Fixed Income Indices. Consulted with enterprise clients to build new workflows which provided seamless functionality across multiple specialized data infrastructures. Create value added content by compiling issuance statistics for the CLO market for Bloomberg News. Publishing ranking tables for quarterly and yearly issuance tracking since 2016. Strategize with global teams to help ensure quality assurance for collateral and issuance data compiled using Bloomberg mortgage database. Partner with lead arrangers and underwriters to help review and bring to market over 500 deals while becoming senior client relationship manager. Leveraging third party provided loan level collateral data to accurately project cash flows for over 1200 CLO securities.
Bloomberg LPGlobal Data Analyst
Jun. 2014 - Jan. 2016Princeton, NJImplemented workflow changes with additional Global Data teams to provide clients with an enhanced level of customer service. Created a robust training manual for new entry level hires. Resolved over 8000 client inquiries. Helped to deliver value added solutions for clients across all of the GICS industry sectors. Became Exchange Pricing Specialist, oversaw client relations and also managed all client escalations. Helped to create database for most frequently asked client inquiries to improve response times for clients and help on-board new users with effective training.
JPMorgan ChasePrivate Placement Specialist
May. 2013 - Jun. 2014Newark, DeActively manage the commercial mortgage securities in the Mortgage Private Placement Fund
Facilitate trades and reconciliations for hedge funds and stable value investment vehicles
Assisted in the on boarding of a $12 Billion Resolution Life portfolio to JP Morgan as the asset manager
Maintain a monthly reconciliation with custodians and various transfer agents
Process the pay down and allocation of various municipal bonds
Campus ApartmentsInvestment Analyst Intern
Nov. 2012 - May. 2013Greater Philadelphia AreaInvestments Analyst Intern
Conduct and perform extensive qualitative and quantitative due diligence on investment strategies
Source and analyze new strategies for investments
Collect data and reports for the production of the Inventory Workbook
Present research and analysis to management for decision making purposed
Acquire data to help launch $1Billion JV with Government of Singapore Real Estate Investment Arm
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