At Goldman Sachs Wealth Services, I assembled investment accounts for high-net-worth individuals, interpreting legal and investment structures to meet regulatory requirements and internal risk controls. I also resolved account issues by applying state standards and correcting investments to comply with state law.
At Ultimus Lever Point, I tracked cash flows across real estate private equity funds and prepared balance sheets and investor reporting. I developed Excel tools and macros to summarize fund data, and supported fund operations during the First Republic and Silicon Valley Bank failures.
