Work history
Tekcapital plc, Director of Client Services
Tekcapital is a global technology scout and transfer firm specializing in university assets throughout 160 countries.
Invention Evaluator, Director of Client Services
IE provides objective invention disclosure analysis (technology, IP and market landscape) in 10 business days.
SAE International, Recording Secretary for the SAE SoCal Governing Board
CASA of Los Angeles, Court Appointed Special Advocate for Children
Fisker Automotive, Strategy Consulting
University of Oxford, MBA
Director, Women in Business; Oxford Energy & Resources Business Network
Western Asset Management Company, Institutional Fixed Income Client Service
Managed institutional fixed income client relationships (public funds and Taft-Hartley accounts) totaling over $17B in assets under management; cross-managed internal teams (i.e. compliance, investment management, trading operations and analytics) to resolve portfolio issues.
Moody's Investors Service, Corporate Issuer Relations
Managed business relationships with 500+ corporate debt issuers; oversaw corporate ratings process ensuring proper business and legal documentation, data integrity, and completion of timely deliverables; resolved relationship issues and contract disputes; managed a billing staff to proactively maintain low receivable balances and accruals on invoices; implemented new pricing initiatives.
Moody's Investors Service, Senior Associate
Piloted a middle office initiative to improve workflow and provide a centralized operational process for the corporate finance group consisting of 100+ corporate credit analysts; utilized expert knowledge of ratings practices and policies, specifically in connection with syndicated bank loan deals; daily interaction with high-level managing directors, credit analysts, issuers and financial intermediaries.
Northwestern Mutual, Licensed Associate Representative
Supported 'National Top 10' financial representatives in New York's Estate Strategies Group identifying customized coverage plans to satisfy financial planning goals for high net worth individuals and families in the tri-state area; conducted marketing and sales research.
Professional Service Industries, Inc, Staff Scientist, Advanced Environmental Services
Completed 100+ Phase I Environmental Site Assessments (ESA's) and due diligence on commercial, industrial and multi-residential properties throughout California, Nevada and Hawaii to identify and manage risks associated with environmental contamination; supervised field reconnaissance of a $1B public-private venture project between the Department of Defense and Ohana Military Communities LLC.
Ford Motor Company, Summer Finance Intern
• Reviewed existing business process for efficiency gains: outlined Ford Motor Company operations in Korea; developed comparison matrix for Ford Sales and Service Korea, Volvo Cars Korea, and Land Rover Korea.
• Maintained project timeline for Volvo Cars and Land Rover Integration in Korea and developed process flow documents for streamline business processes at Volvo Cars Korea
• Analyzed industry and Ford production volumes for the Asia Pacific region, created projection models for multi-year regional business plan.
• Assisted in monthly accounting activities: filed backup accounting documents and Asia Pacific pricing files; reviewed fixed assets list and evaluated validity.
