Managed $6.5 million accounts in last year gaining returns on investment for clients of 17%.
Managed Global Trust debt restructuring and re-listing of the trust on NYSE.
Brought XYZ Inc out of receivership and oversighted repayment of $27 million debt facility.
Awarded employee of the year for years 2010 and 2011.
September 2003 - May 2005
Finance Officer, Upp and Cummings Ltd.
This position contained various management roles within the key roles indicated. Responsibilities included acting as a contract supervisor within Upp and Cummings Ltd administration.
- Finance administration for corporate clients. Investment portfolio case management,
- Investment sales inquiries,
- Fund management, risk assessment.
- Project supervisor on Cash Management Research Initiative 2004.
Awarded 20% salary bonus for work on Cash Management Research Initiative 2004.