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CFG Partners
Finance Associate
Chase
Associate Banker
SBA Communications
Intl. Asset Optimization Analyst
Brandstar
Associate Producer
Combined Insurance
Financial Services Rep. Agent
Lighting of Tomorrow
Business Development Associate
Northwestern Mutual
Financial Advisor Intern
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Career Content
Implementing Planful with CFG, a Great FP&A Tool
With CFG we took on a project to revamp the FP&A process, with a very simple output a 2024 Budget. To do so a new tool had to be implemented, Planful. I’ll go over what the process looked like, what Planful is, and what I learned along the way. What is...
Placing a New Security on the Market – CFG Securitization Refinance
Placing a new security on the securities market is a complex process that involves several key steps. Working through a refinance of the CFG 2021-1 Securitization (referred to as SEC in this blog at times) allowed me to work closely with these key steps and this blog...
Embrace and Enjoy Criticism – Corporate Guide
Criticism is a topic that is often met with negative connotations and reluctance. However, embracing and enjoying criticism can bring about many benefits that can help individuals grow and improve. Here are some of the key benefits of criticism: Identifying...
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