EDUCATION
Oregon State University – Corvallis, OR
Bachelor of Science in Finance – Graduated
PROFESSIONAL EXPERIENCE
Vice President, Corporate Banking Portfolio Manager | Sponsor Finance
Salt Lake City, UT | September 2024 – Present
Manage a $300MM client book, overseeing credit and relationship management for lower-middle-market sponsor-backed companies with up to $1.08B in revenues and $50MM EBITDA.
Author comprehensive underwriting memoranda, performing credit risk analysis, enterprise valuation, and cash flow modeling for bilateral and syndicated credit facilities.
Facilitate legal documentation from creation to execution, partnering with counsel to ensure compliance and mitigate structural and credit risks.
Develop complex financial models to evaluate capital structures, monitor company performance, stress-test projections, and identify KPIs supporting strategic credit decisions.
Mentor junior analysts in financial modeling, credit analysis, and underwriting procedures, enhancing team accuracy and efficiency.
Corporate Banking Analyst | Sponsor Finance
Salt Lake City, UT | September 2022 – September 2024
Contributed to deal execution by building financial models, drafting underwriting memoranda, and coordinating with legal and risk teams.
Performed ongoing credit monitoring and portfolio maintenance for assets valued over $500MM.
Conducted quarterly borrower financial reviews to ensure covenant compliance, identify emerging risks, and present findings to senior management.
Analyzed financial statements to evaluate performance trends and provide data-driven support for portfolio decisions.
Managed daily loan operations, serving as a key point of contact for client requests to maintain service and relationship continuity.
Senior Analyst | Compliance Testing Group
Salt Lake City, UT | September 2021 – August 2022
Ensured compliance with regulatory standards and internal policies across Global Markets business units and trading desks.
Conducted due diligence, process testing, and data analysis to generate actionable insights.
Authored detailed technical reports in partnership with CTG leadership and compliance teams, meeting strict regulatory deadlines.
Loan Review Analyst (Specialist) | Risk Management Division
Federal Deposit Insurance Corporation – Remote, OR | June 2020 – September 2021
Conducted risk management examinations evaluating asset quality for financial institutions.
Audited loan portfolios and analyzed financial ratios to assess borrowers’ repayment capacity and risk profiles.
Provided strategic recommendations to C-suite executives for process and policy improvements.
SKILLS & CERTIFICATIONS
Financial Modeling & Valuation
Credit Risk Analysis & Underwriting
Portfolio Management & Monitoring
Capital Structure Analysis & Stress Testing
Regulatory Compliance & Risk Management
Advanced Excel, VBA, and Financial Software
Technical Skills: SAP Capital IQ, Moody's CreditLens, Pitchbook, Power Bl, Microsoft Office
Certifications: Wall Street Prep: DCF, LBO, & Financial Modeling Certifications.