In my current work as an Independent Financial Consultant, I originate and structure financing opportunities within private credit and capital markets. I develop relationships with lenders, brokers, and capital partners to source transactions.
I manage deal pipelines through client onboarding, underwriting coordination, and closing processes, and prepare financial packages and presentations for prospective funding partners.
At Morgan Stanley, I supported the structuring, pricing, and origination of structured investment products. I also assisted senior sales professionals with institutional client coverage and execution.
At Bank of America Private Bank, I supported institutional and UHNW clients across investment services, banking, credit, and trust. My work included portfolio analysis, asset allocation, performance reporting, and trading and analysis of mutual funds, ETFs, SMAs, and fixed income securities.
