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Work Background
PIMCOVice President, Alternative Operations
Jul. 2022 - Feb. 2025New York, New York, United States
New York based direct lending private equity companyVP, Treasury & Operations
May. 2015 - Jun. 2022Greenwich, ConnecticutManage liquidity structure, outstanding debt, and debt covenant compliance. Develop short and long-term cash forecasting for over 20 independent entities. Maintain all aspects of account structure, fraud controls, and funds transfer. Provide annual audit guidance on treasury or operations related processes. Orchestrate all operational aspects of the end-to-end lifecycle for the fund investment portfolio. Collaborate with internal and external stakeholders, ensuring accuracy of loan information. Interim investor relations counterpart, providing information to investors and fund administrator. Participate in investor update calls, due diligence questionnaires, and dissemination of fund information. Migrated banking structure from incumbent to new banking partner, while developing best practices for cash management, visibility, and operations. Successfully negotiated ~30% reduction in banking fees. Developed standard operating practices for newly launched secondary trading fund while onboarding counterparties and trading partners.
XeroxManager of Corporate Cash and Banking
Nov. 2010 - May. 2015Norwalk, CTManaged a team responsible for the day-to-day operations of the cash desk covering the Americas and a portion of the Islands, including: intercompany cash movements, monitoring and reconciling intraday collection and disbursement activity, target balancing, etc. Manage corporate cash management bank relationships, including structuring of accounts and banking services. Manage annual foreign bank account reporting (FBAR) process. Cash forecasting, liquidity management, investment decisions, and monitoring of various regulatory changes. Act as primary business unit manager for treasury management system upgrades and new module testing. Perform treasury due diligence for all M&A transactions. Partner with tax, legal, and accounting to optimize global entity structure creating tax efficient means of cash repatriation.
UniCredit AG, New York BranchDirector of Loan Servicing
Dec. 2005 - Nov. 2010Managed a commercial loan operations area with responsibility across multiple profit centers including: project finance, distressed assets, Latin American deals, and US Corporates. Opine on operational aspects of new and amended credit agreements while building relationships with internal and external customers. Act at deputy to the department manager during his absence. Worked with multiple internal departments to migrate the operational processing of our commercial loans from the New York office to the London office. This task included: writing and amending test scripts, reviewing and commenting on user testing results, and working with the department manager to develop transfer plans.
CitigroupOperations Manager
Feb. 2004 - Dec. 2005Managed employees responsible for trade confirmation generation, manual trade entry, and other middle office functions
Developed key performance indicators which established settlement and confirmation benchmarks
Increased automated trade confirmations by approximately 20% by identifying alternative processing opportunities for trade input
Developed standard operating procedures to manage delayed settlement claims and related reporting
Liaised with counterparties to resolve trading discrepancies and settle within market standards
General Electric Capital Corporation 2003 - 2004Supplier Sales Manager of Vendor Financial Services
Apr. 2003 - Feb. 2004Pitched, negotiated, and closed receivable financing programs with automotive manufacturing suppliers
Executed a Six Sigma Greenbelt project decreasing vendor Days Sales Outstanding by 50% or more and increasing GE's financing float by 27%
Reviewed supplier financial documents to develop pricing strategies competitive to their traditional liquidity solutions
Citigroup, IncRelationship Associate (AVP) for Broker
Mar. 2001 - Apr. 2003Cultivated client relationships by identifying needs and developing product solutions to those needs
Reviewed and negotiated credit agreement language with customers and legal counsel to mitigate firm risk
Analyzed clients' quarterly and annual financial statements to identify business marketing strategies
Assisted with annual credit reviews by providing insight into overall relationship and account strategies
CitigroupAssistant Vice President of Loan Trading Operations
Dec. 1999 - Mar. 2001Managed employees responsible for trade confirmation generation and loan trading settlements across multiple desks
Implemented a distressed loan accrual process reducing opportunity for missing income by 70%
Citigroup Inc.Manager of Lockbox Operations
Apr. 1999 - Dec. 1999Developed benchmarks for key performance indicators across a 24 hour lockbox operation
Worked with external process consultants to identify workflow inefficiencies and opportunities for improvement
Managed employees responsible for customer and vendor billing, FTE analysis, and other MIS data entry
CitigroupAssistant Manager of Loan Servicing
Jan. 1997 - Apr. 1999Managed a $16B portfolio of bilateral and syndicated bank loans
Lead multiple training classes for process quality and improvement opportunities
Participated in an exercise to reduce inter-departmental handoffs by 90% for the asset backed finance group
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