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Work Background
Wells FargoMarket Risk Consultant
Aug. 2019Charlotte, North Carolina AreaTraded Products Counterparty Credit Capital
NoneIndependent Consulting/Self Employment
Jun. 2018 - Aug. 2019Charlotte, North Carolina AreaCOMMERCIAL REAL ESTATE PARTNER - Carolina Premier Rentals LLC • Engaged in financial planning and analysis of commercial real estate properties valued up to $5 million. OPERATIONS AND FINANCE CONSULTANT - Nava's Electrical Contractors • Streamlined and optimized operations and financials for family owned business. DAY TRADER - Personal Account • Traded equity options strategy in account of minimum $25,000 to supplement income.
Wells Fargo SecuritiesCapital Markets Middle Office Analyst IV – Commodity Derivatives Trading
Jun. 2011 - Jun. 2018Charlotte, North Carolina AreaExecuted internal market analytics and project management via middle office expertise for the physical and financial commodities trading desk. Coordinated efforts among project stakeholders including development team, business partners, end users, vendor(s) and downstream technology teams. Worked closely with business partners (Trading, Marketing, Market Risk, Counterparty Credit Risk, Compliance, Finance, Operations and Quantitative modeling) to take high level projects to completion. Key Accomplishments: • Offered superior analytical support for primary financial products, including futures, swaps, options, and structured products. • Developed valid risk and attribution reports through collaborations with business partners and model validation teams. • Conducted in-depth financial and data analysis to determine the impact of volatility and correlation across all products. • Restructured and optimized reporting via VBA and SQL to maximize internal reconciliation efficiencies while executing system testing, project management, and data analysis to drive improvements in existing infrastructure. • Lead the generation and management of multiple reconciliations to drive an 18% decrease in post booking amendment rates. • Served as a Subject Matter Expert on all financial commodities, physical natural gas, and commodities business operations. • Obtained FINRA Series 7 license.
US BankStructured Finance Analyst II – CDO Global Corporate Trust
Aug. 2008 - Jun. 2011Charlotte, North Carolina AreaDirected a cross-functional team to maximize corporate trusts operations, serving as the primary communication point for one of the firm’s top clients. Maximized regulatory compliance and quality control by initiating collaborations with traders, relationship managers, and collateral managers. Interfaced with the collateral manager to coordinate trade funding and account balancing. Key Accomplishments: • Orchestrated complex project management for operational improvement projects that resulted in enhanced group efficiency. • Selected to serve as the Team Lead for one of the largest clients with $22B+ in assets under management. • Implemented superior financial monitoring strategies to increase maximum earning potential across portfolios while integrating new non-financial and financial reporting efforts to maximize accounting efficiency.
Wells Fargo SecuritiesFixed Income Quantitative Analyst – CDO/CLO Secondary Market Trading
Mar. 2007 - May. 2008Charlotte, North Carolina AreaFulfilled in-depth trade analysis to develop reports for collateralized debt obligation secondary market traders. Managed bond valuation efforts through underlying collateral marking and net asset value calculations. Mastered trading efforts, covenants, and structures by engaging deal bankers in collaborative learning efforts. Consulted traders, sales staff, and research partners. Key Accomplishments: • Streamlined an automated loan marking application to enhance trader decision-making while cutting valuation times by 50%. • Led multiple, concurrent asset class analytical projects on all aspects of equity, foreign exchange, and debt products. • Maximized deal closing for traders through development of detailed cash flow forecasts within high-pressure time constraints, distribution of marketing material, and drafting of upcoming bid list summaries. • Leveraged model validation to achieve holding period reductions and P&L improvements within a highly competitive market.
Chadwick Investment GroupCommodities Account Executive – Managed Futures Sales, Trading
Dec. 2006 - Mar. 2007Charlotte, North Carolina AreaDeveloped pricing and market condition reports while initiating executive collaborations with traders and market strategists to execute high-impact marketing materials and analytical plans. Administered in-depth information on disclosure requirements while overseeing trade reporting. Key Accomplishments: • Consulted with clients and coordinated order placement to achieve a 7% increase in transacted volume while coordinating all aspects of futures sales, purchasing, and trading efforts to optimize client satisfaction. • Spearheaded commodity analysis on all aspects of natural gas, oil, grains, livestock, and gold. • Integrated new client onboarding processes to streamline client introductions, resulting in a 12% revenue growth. • Obtained FINRA Series 3 license.
Bank of AmericaIntern – Columbia Strategic Funds
May. 2006 - Dec. 2006Charlotte, North Carolina AreaMastered all aspects of client illustrations and demonstrations within the mutual fund industry. Collaborated with executive sales teams on high-net-worth account management and investment planning initiatives. Key Accomplishments: • Addressed client concerns related to managed investment accounts to improve customer service metrics. • Maximized sales operations and financial analytics through financial model report aggregation.
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