Kevin Machine

Operations

• Conducted deal origination and pre-due diligence on start-ups and small businesses with revenue ranging from $5K to $500MM, to assist them access various forms of capital. • Collaborated with specialized lenders within commercial real estate, invoice factoring, business term loans, franchise financing, equipment finance, asset-based lending and private equity space. • Analyzed loan products and recommended suitability as per clients’ credit risk profile across several industries

Responsible for the Marketing Department covering the following areas: Marketing and Business Development for the Institutional & Retail channels; End-to-End Client Service (Monthly, Quarterly & Annual updates) for SMA, Mutual Fund, HNW, Institutions, Foundations, Endowments.

Deutsche Asset Management is the brand name of the asset management arm of Deutsche Bank. DeAM business line brand names include: DB Private Equity, DWS, DB Advisors, RREEF and Deutsche Insurance Asset Management. Responsibilities include: supervision and approval of RFPs/RFIs/DDQs ensuring information disseminated reflects firm services and is compliant with prescribed guidelines.

My responsibilities included: Maintaining several institutional consultants’ databases on a monthly, quarterly and annual basis, with data on portfolio performance, Assets under Management (AUM), portfolio characteristics and investment philosophy, process and personnel. Coordinating responses for ad hoc requests and providing detailed information for investment manager searches from consultants,supporting consultant relations team,completing DDQs & investment surveys for industry publication

Researched cash transaction discrepancies •Processed payments to third-party in collaboration with relationship manager.•Identified and resolved trade settlement discrepancies •Evaluated monthly reports and collaborated with operations to produce accurate transaction data•Processed, monitored and reconciled daily movement of funds for the structured products.•prepared and reviewed reconciliations of closing cash flows using in-house software applications (SAM, Wall Street Office, TAS).

• Prepared detailed monthly summary of project reports, revenues and accounts payable & receivables. • Reconciled firms’ balance sheet for input into financial statement. • Performed classical controlling tasks of planning, analysis and calculation of operating figures; • Prepared a gap analysis for consolidated monthly reports, management forecasts and budget. • Formulated comparative analysis for managerial accounting and internal audit report & financial projections according to International

Financial Programming Python Programming Financial Library Management Machine Learning Applications in Finance Solidity Smart Contracts Blockchain and Cryptocurrency Financial Fundamentals Data Analysis

International Business Management (Trade & Finance) Marketing