Resume Books: Class of 2018 - 1st Year: Consumer Products ......The Wharton School / Resume Books: Class of 2018 - 1st Year: Consumer Products: Other/Diversified Products i Resume

The Wharton School / Resume Books: Class of 2018 - 1st Year: Consumer Products: Other/Diversified Products

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Resume Packet

NO. STUDENT GRAD DATE

1 Bahl, Anant May 2018

2 Baker, Lauren May 2018

3 Ben David, Aya May 2018

4 Bhattacharyya, Aparajita (Opu) May 2018

5 Bitetti, Sam May 2018

6 Bunyard, Brian May 2018

7 Cimino, William May 2018

8 Crenshaw, Gordon May 2018

9 Filippell, Davis May 2018

10 Funk, Tyler May 2018

11 Gassko, David May 2018

12 Gaviola, Dena May 2018

13 Grasso, Carlos May 2018

14 Groot Bruinderink, Laurence May 2018

15 Horvat, Timothy May 2018

16 Huang, Zecheng May 2018

17 Hung, Vinnie May 2018

18 Hung, Wesley May 2018

19 Josephson, Laurie May 2018

20 Kanchan, Natasha May 2018

21 Kateli, Zeenia May 2018

22 Kennedy, John May 2018

23 Kondo, Amy May 2018

24 Leitner, Sara May 2018

25 Ma, Mengning May 2018

26 Marion, Lauren May 2018

27 Matis, Elizabeth May 2018

28 Meng, Angela May 2018

29 Menon, Siddharth May 2018

30 Mokodsi, Ana Luiza May 2018

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The Wharton School / Resume Books: Class of 2018 - 1st Year: Consumer Products: Other/Diversified Products

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NO. STUDENT GRAD DATE

31 Morrissey, Olivia May 2018

32 Nandini, Pragya May 2018

33 Nguyen, Christina May 2018

34 Palley, Oliver May 2018

35 Pan, Isabelle May 2018

36 Parsons, Elizabeth May 2018

37 Powell, Virginia May 2018

38 Sethuraman, Shilpa May 2018

39 Shen, Jenny May 2018

40 Simmons, Mark May 2018

41 Slivka, Anne May 2018

42 Terepins, Daniel May 2018

43 Thrasher, Robert May 2018

44 Vasconez Naranjo, Isabel May 2018

45 Westerhoff, Victoria May 2018

46 Wheat, Ella May 2018

47 Wilkinson, David May 2018

48 Young, Marielle May 2018

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ANANT BAHL 1701 Locust St, Unit 1605, Philadelphia, PA 19103 | 215-939-7379 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA

Master of Business Administration (MBA) Candidate, Majors in Multinational Management

and Strategic Management

Philadelphia, PA

2016-2018

GMAT 770 (top 1%)

Director of Career Development at Wharton’s General Management Club; GUIDE mentor to undergraduates; active member

of Healthcare, Media & Entertainment and Travel & Hospitality Clubs

ST JOHN’S COLLEGE, UNIVERSITY OF CAMBRIDGE

Bachelor of Arts with honors, in Economics & Management

Cambridge, UK

2010-2013

Cambridge University Cricket Team: Contributed to three Varsity wins in three years. Won two Man-of-the-Match awards

Captain of St John’s College Cricket Team: Led College team to final of intra-University competition in 2013

Head of Alumni Relations, Marshall Economics Society: Repurposed languishing organization to provide forum for alumni

contribution and student mentorship, provided 20 students with mentorship, four students with job offers, and two students

with startup seed funding

EXPERIENCE

THE BOSTON CONSULTING GROUP

Senior Associate

Associate

London, UK

2015-2016

2013-2015

Identified international expansion opportunities to complement £100mn ($160mn) cost savings initiatives as part of long-

term vision and 5-year strategy for a digital and print European newspaper

Orchestrated client team of three in successful planning and integration of support functions during $10bn merger to create

the world’s second largest consumer healthcare organization

Spearheaded strategy sessions and functional workshops to develop £100mn ($160mn) cost reduction strategy for UK

division of Fortune 10 energy company; success led to rollout of program and BCG presence across 35 global subsidiaries

Managed multidisciplinary client PMO team (finance, communications, and HR) of three client team members during

engagement with 5500 employee UK media company

Assumed day-to-day management of five people from client’s 12-person HR Department on interim basis. Results prompted

client to request longer-term continuation of HR department management

Defined potential CEO’s agenda for major pharmaceutical company in collaboration with board member. Topics addressed

included research into industry and competitor trends, proposed focus of R&D, appraisal of required investment for growth

Founded and implemented BCG’s social media recruiting activities, in collaboration with Marketing and Recruiting

Departments. Achieved 3rd

largest BCG following on Facebook in eight months and acknowledgment at company offsite.

ACCENTURE

Summer Analyst, Consulting

London and Manchester, UK

Summer 2012

Led team of three interns on high-priority task to ensure meeting of 100% of client requirements on a cross-supplier project

Outlined and presented suggestions on process review for Agile framework. Suggestions were accepted for implementation

HSBC

Intern, Group Risk

London, UK

Winter 2011

Collaborated on briefing to top management detailing risks, chiefly reputational and regulatory, impacting the bank

LLOYDS TSB

Summer Intern

Dubai, UAE

Summer 2011

Conducted research on individual economy sectors and generated country reports for client meetings

ADDITIONAL INFORMATION

Cricket: Captained Bahrain National Cricket Team (U-13 to U-18) – achieved two Gulf-tournament wins and minimum

semi-final qualification in all tournaments, including the Asia Cup in Malaysia. Received one of four scholarships in the

Middle East to the MRF Pace Foundation, India

Spirituality: Art of Living Foundation (yoga, meditation) – conducted Youth Empowerment Seminars (Montreal, San Jose)

Volunteering: Environmental efforts – Mission Green Earth campaign, Thailand Community Service

Languages: Fluent in Hindi. Advanced French. Basic Arabic

LAUREN BAKER 2201 Chestnut Street, Apartment 504, Philadelphia, PA 19103 • 323-363-1563 • [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Marketing and Operations Management

Philadelphia, PA

2016-2018 • Honors: Awarded Howard E. Mitchell Fellowship (full-tuition, merit based scholarship) • Leadership: Marketing Club (Marketing Director), Cluster Council (Diversity Rep), Return on Equality Board, Dance Studio • Active Membership: African-American MBA Association, Graduate Retail Club, Boxing Club, GUIDE Mentorship Program STANFORD UNIVERSITY Bachelor of Arts in Economics, Minor in Psychology

Stanford, CA

2009-2013 • Study Abroad Program in Berlin (2011); Dean’s Award for Superior Achievement (2009-2013)

EXPERIENCE

DELOITTE CONSULTING Consultant, Strategy & Operations Business Analyst, Strategy & Operations

San Francisco, CA

2015-2016 2013-2015

Recognition: Formally recognized through performance evaluations and year-end rating as member of top 5-10% of peer class

Strategic Thinking and Analytical Skills • Recommended strategic digital marketing initiatives for $2B personal care company to support global digital vision; conducted

digital capability assessment by leading 15+ global executive interviews across Sales, Marketing and Analytics; developed organization’s current digital governance model (leveraged at Deloitte as “best in class” example for future engagements)

• Designed end-to-end customer experience (CX) for four target segments of $6B tech company; defined buyer personas using customer insights and developed customer journey map with cross-functional team to inform CX strategy and objectives

• Analyzed revenue opportunity value, conducted competitive analysis, defined Deloitte’s value proposition and determined optimal market positioning to support formation of Deloitte’s go-to-market strategy for new offering designed for CMOs

• Constructed detailed maturity model and performed quantitative and qualitative gap assessment to analyze 50+ technology, talent, and process capabilities, resulting in 34 recommended investments to drive revenue growth and operating efficiency

Business Planning and Operations • Led planning and project management for two operations teams in preparation for $2B brand acquisition and launch; created

playbook for COO outlining key processes and cross-functional dependencies for operational stand-up of new brand • Designed new operating model for 140-person marketing organization, and developed future campaign management processes

and creative brief templates for Chief Marketing Officer of $1B+ financial services company

Leadership and Firm Development • Selected as one of 5 for National Diversity & Inclusion Taskforce to lead strategic direction and tool creation to enable

campus teams in diversity recruiting efforts; redesigned 7 (of 9) local recruiting events to expand audience and pipeline GENERAL MILLS, INC. Marketing Communications Intern

Minneapolis, MN

Summer 2012 • Delivered strategic recommendation for digital marketing plan of key affinity brands on General Mills’ Hispanic media

platform Que Rica Vida, aligning proposed business strategy with KPIs and consumer engagement objectives • Planned and facilitated marketing ideation session with brand managers to develop campaign strategies for priority brands • Developed extensive six-module training program on multicultural marketing (including sales growth opportunity analysis,

consumer behavior insights and best practices) for all levels of General Mills marketing community FANSCAPE (OMNICOM GROUP AGENCY) Marketing & Business Development Intern

Los Angeles, CA

Summer 2010 • Secured new marketing deal with Disney Interactive by conducting prospective client research, generating initial campaign

strategies to support pitches, and developing and reviewing proposals for new business opportunities


• Professional Development: MLT PD Fellow (2015); Selected to participate in pre-MBA brand camps (2016) • Community Involvement: External Relations Committee Member for Leap Arts in Education nonprofit (2014-2016) –

developed ongoing marketing initiatives to expand reach among donors; exceeded fundraising goal by double for first event • Interests: Dance (trained in ballet, contemporary, hip-hop), Live Music (300+ concerts), Behavioral Economics

AYA BENDAVID 1500 Locust Apt. 3907, Philadelphia, PA 19102 | 646-202-3878 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Health Care Management and Entrepreneurship

Philadelphia, PA 2016-2018

Recipient of the Darivoff Family MBA Fellowship and the Kaiser Fellowship for professional excellence Teaching Assistant, Life Sciences & Management, Capstone entrepreneurship and leadership program Member of Wharton’s Marketing, Tech, Consulting, Healthcare, Digital Health, Global Health Volunteers clubs RADZINER SCHOOL OF LAW, THE INTERDISCIPLINARY CENTER (IDC) LL.B in Law major in International Law, Bachelor of Arts in Business Administration

Herzliya, Israel

2007-2011

EXPERIENCE PENTAX MEDICAL, HOYA CORP. (Holds 30% of global endoscopy market) Director of Global Product Management

Hamburg, Germany / Tokyo, Japan 2014-2016

Led product development process and launch of 4 products in the German R&D center, employing 40 engineers; strategized, planned and executed the global product roadmap and go-to-market with regional teams

Led multi-national team of 100+ in design and development of new large-scale technology platform for gastroenterology, targeting emerging markets; managed project budget of $15M with expected sales of $300M+ in first five years

Managed new products global marketing communication budget of $2M+ including collateral, value proposition, messaging and launch events; drove regional product managers in localization processes, first quarter beat revenue projections by 30%

Initiated global team collaboration resulting in 25% project cost savings; launched project communication dashboard, resulting in higher transparency, increased organizational efficiency and 25% faster response time

Strategized website re-design to enable intuitive customer experience plan to improve profitability with existing customers, and to increase their awareness of new products; resulted in sales increase of 40% within 3 years

EARLYSENSE (Startup focused on prevention of patient deterioration through IT and IoT solutions) Marketing and Product Manager Associate Marketing Manager / Site Manager (Los Angeles) / Applications Specialist / HR Associate

Tel Aviv, Israel

2012-2014 2008-2011

Promoted 5 times as the organization expanded from 20 to 100+ employees, having demonstrated managerial skills Initiated new product development, resulting in: 60% reduction in unit price, greater affordability for hospitals and 300%

increase in sales per average deal Increased distribution channels by 300% through relationships building, strategic planning, development of new market

segments, market research, competitive analysis, messaging and training Managed affiliate partnership initiatives resulting in first strategic partnership with Welch Allyn and $4M investment Structured customer operations and improved complaint management; resulted in 30% growth of existing customer sales Established the relationship with Boston office, trained cross-functional teams Developed and executed marketing strategies including first product launch which resulted in sales of over $3M in first year Led company’s branding, conferences and lead generation activities doubling physician Key Opinion Leader base Managed implementation and operation of company’s first clinical beta sites, including staff training (over 300 physicians

and nurses), soliciting feedback; generated first breakthrough purchase of 200+ systems GOLDFARB SELIGMAN & CO (Ranked Tier 1 in Tech, Startups, VC, Corporate and M&A) Junior Legal Associate (Attorney at Law, member of the Israeli Bar Association, reg. license 64435)

Tel Aviv, Israel

2011-2012

Co-managed start-up, medical device and tech clients across a wide variety of legal processes Co-led 5+ due diligences and acquisitions of start-ups by Fortune 500 companies


Israel Defense Forces: Oversaw the welfare of 500 soldiers in the Artillery Corps attending integration challenges;

negotiated terms of service to facilitate soldiers without family support who were in mental and financial need (2004-2006) SaySo Co-Founder: A customer experience improvement platform initially targeting 4 small business segments. Provides

business analytics and proactive suggestions for sophisticated real-time understanding of in-store experiences (2016) Interests: Scuba diving, cooking, pilates, psychology, traveling and volunteering in developing countries Languages: Native speaker of Hebrew, proficient speaker of German Dual Citizenship: EU / Israeli (Raised and worked in Europe and Asia 10+ years)

APARAJITA (OPU) BHATTACHARYYA 2101 Chestnut Street, Unit 726

Philadelphia, PA 19103

267-361-5777

[email protected]

EDUCATION


Master of Business Administration Candidate; Major in Marketing & Operations Management

Philadelphia, PA

2016-2018

Awarded merit-based Philip J. Whitcome Fellowship for academic, professional, and personal achievement

GMAT: 770 (99th

percentile)

Leadership: Director of Employer Relations for Consulting Club, Director of Career Development for Marketing Club

BRYN MAWR COLLEGE

AB (Bachelor of Arts) in Mathematics; Linguistics (at Swarthmore College), magna cum laude

Bryn Mawr, PA

2008-2012

GPA: 3.8/4.0; earned departmental honors in Linguistics at Swarthmore College

President of Bryn Mawr College initiative at local charter school, Treasurer of student-run “Impact! Microfinance Club”

HARVARD COLLEGE Cambridge, MA

Visiting Undergraduate Student 2010-2011

GPA: 3.8/4.0; selected to pursue advanced coursework in Statistics, Empirical & Mathematical Reasoning

Honors Thesis in semantic analysis with Prof. Gennaro Chierchia; awarded grant to present research at Harvard and Cornell

EXPERIENCE

HDFC ASSET MANAGEMENT COMPANY (India’s largest asset manager, AUM: US$32B)

Management Trainee (Rotational Leadership Development Program)

Mumbai, India

2013-2016

Financial Analysis – Consumer Packaged Goods

Recommended equity investments in three Fortune 500 consumer packaged goods companies for 15% position in US$4B

fund, by analyzing financial statements, pricing, trade strategy, competitive positioning, brand equity/ demand driver analysis

Strategy and Communication

Led cross-functional team of nine to create holistic go-to-market communications strategy for launch of new product; raised

US$28M in the New Fund Offering, exceeding targets by 70%

Conceptualized and executed strategies to personalize digital communications to clients at three segment levels, increasing

click-through rate by 230% and average dwell time by 28%

Data and Analytics

Reduced turnaround time at Investor Service Centers by 50%, by developing consumer profiles based on product preferences

and financial history of similar customers in the past

PRIME MINISTER’S COUNCIL ON TRADE & INDUSTRY, GOVERNMENT OF INDIA

Consultant – Special Projects

Team Lead – Development Investments & Legislative Aide

New Delhi, India

2013-2015

2012-2013

Strategic Thinking

Managed portfolio of investments for $4M development fund; recognized as one of 10 Most Innovative Development

Initiatives (out of 795) by Confederation of Indian Industry

Conducted consumer research (questionnaire design, field selection, field instructions, field execution and analysis) and 63

stakeholder interviews to formulate white paper on unmet consumer needs at the bottom-of-the-pyramid

Leadership & Teamwork

Led randomized controlled trials in eight schools in rural Uttarakhand; demonstrated 52% improvement in math and

language learning outcomes via a blend of personalized learning tools and teacher training

Mentored team of six to assume new ‘Accountability’ function and professionalize a ‘lean data’ impact evaluation system


Community: Board member – Dance Therapy Outreach Programs at UN-sponsored NGO, Nrithyodaya (2004-present)

Interests: Dynamic yoga, K-12 math and English education, supporting women starting small businesses

Languages & Technical Skills: English (native), Hindi (fluent), Bengali (fluent), SQL, R, Tableau

SAM BITETTI, CFA 2113 Locust Street

Philadelphia, PA 19103 [email protected]

781.635.8832

EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate 2016-Present • Winning team (#1 of 19) for Fall IM Club stock pitch competition. Assistant Fund Fellow for WIMF (student run fund) • Involved with VC/PE club, Retail club, Wildmen Hockey, Tennis club • 760 GMAT (99%) BOWDOIN COLLEGE Brunswick, ME Bachelor of Arts in Economics with minor in Mathematics 2003-2007 • Overall GPA: 3.7, Mathematics (minor) GPA: 3.9 • NCAA All-American (tennis). 2X captain of varsity tennis team • Recipient of Male Athlete Academic Achievement Award (2007)

EXPERIENCE

FLATLEY MANAGEMENT Braintree, MA Investor (Portfolio Manager & Analyst) – Internal Equity Strategy April 2015 – Present • Senior equity investor on concentrated long/short strategy for charitable foundation and single-family office ($1bn+ AUM) • Investments ($185mn avg. invested capital) achieved 22% IRR vs. a 2% decline for the S&P (1YR ending 4/30/16) • Drove significant reduction in portfolio turnover and name count (70 to 20) • Appointed manager of internal investment team (by CEO), following departure of CIO T. ROWE PRICE ASSOCIATES Baltimore, MD Investment Analyst – US Equity Research – Consumer January 2014 – April 2015 Associate Investment Analyst – US Equity Research – SMID Consumer January 2013 – January 2014 Associate Analyst – US Equity Research - Large Cap Growth May 2010 – December 2012 • Hired as sole dedicated research resource for portfolio managers of 3 Large Cap Growth mutual funds ($100bn+ AUM) • Earned promotion to post-MBA analyst, an opportunity given to 15% of junior analysts in preceding 5 years • Responsible for $1bn+ of equity investments across 20 (restaurant, retail, lodging, and leisure) companies including Vail Resorts, Norwegian Cruise Lines, Denny’s, Post Foods, J&J Snack Foods, and Papa John’s Pizza • Led group discussions with public company management teams (CEOs) to assess company’s prospects • Assisted in diligence process for several late-stage venture investments in consumer and technology space • Associate-level buy recommendations outperformed sell recommendations by an average of 75% (un-annualized) THOMAS WEISEL PARTNERS Boston, MA Equity Research Associate – Consumer Sector - Retail and Apparel May 2008 - April 2010 Equity Research Associate – Technology Sector - Communications Equipment June 2007 - May 2008 • Published investment-related research for 20 companies under coverage of senior analyst • Cultivated network of industry contacts domestically and internationally. Led quarterly discussion of global industry trends • Programmed software application to capture pricing information, which improved gross margin forecast of outerwear companies • Assumed responsibilities of two other full-time employees following a firm-wide headcount reduction of ~40%

ADDITIONAL INFORMATION Personal interests: Fishing. Boston sports. Platform Tennis. Active member of Value Investors Club. Professional certifications: Passed all three levels of the CFA exam on the first attempt. FINRA Series 7, 63, 86, 87

BRIAN BUNYARD 1619 Spruce St. #5, Philadelphia, PA 19103

+1 214-797-2374 | [email protected]

EDUCATION


MBA Candidate; Major in Entrepreneurial Management

Philadelphia, PA

2016-2018

Member of Wharton’s Tech, Entrepreneurship, FinTech, Innovation and Design Club, Social Impact, and Hockey clubs

GMAT: 750 (98th

percentile)

TEXAS A&M UNIVERSITY

B.B.A in Finance and Business Honors, Minor in Economics

College Station, TX

2008-2012

Cumulative GPA: 3.896/4.00; graduated Magna Cum Laude

Strategic Coordinator (highest leadership role) of Freshmen Business Initiative, a course designed to support success of 600+

freshmen through weekly lessons on business, academic and personal topics, led by ~80 peer leaders and 5 coordinators

Co-Founder of Aggies Contributing Dollars for Cans (ACDC), a program that enabled students to donate excess “dining

dollars” at semester-end, raising ~$8,800 for the Brazos Valley Food Bank

EXPERIENCE


Consultant (Aug 2014 – June 2016); Associate (Aug 2012 – Aug 2014)

Dallas, TX

2012-2016

Performed qualitative and quantitative analyses to provide strategic insights to clients across a variety of industries

(consumer goods, retail, education, energy) and functional areas (strategy, marketing, and operations)

Selected Case Experience:

Projects: Demand Centric Growth Strategy, Branding, and Consumer Insights

Designed, executed and analyzed surveys of n=30,000, n=20,000, and n=2,000, fielded in 12 countries and 7 languages

Determined portfolio strategy for major U.S. beverage manufacturer with 50+ brands, resulting in increased prioritization

and investment in 10 key brands, with communication, innovation and activation initiatives to unlock growth

Revamped brand strategy for franchised hearing aid retailer by leading qualitative and quantitative consumer research,

resulting in enhancements to marketing mix, creative messaging, and in-store customer experience

Leveraged consumer insights to advise major US mattress retailer about banner strategy following acquisition spree

Led consumer insights capability improvement initiatives at two separate clients by managing work-streams and teaching

advanced consumer research methods and analyses to ~10 client analysts

Project: E-Commerce strategy for global food and beverage company

Built detailed model to analyze cost structure, profitability and projected future viability of various e-Commerce models

Leveraged insights from model to recommend action-plan to position company for success in e-Commerce landscape

Project: Dallas Independent School District early childhood education strategy

Developed five-year strategy to increase kindergarten-readiness from 38% to 80% over 5 years, resulting in projected

budget increase from $50M to $149M by 2018, and 13ppt one-year gain in kindergarten-readiness

Identified projected deficit of 2,700 Pre-K seats across 147 school zones by 2018, and developed the “case for change”

materials that led to approval of $1.6B facilities bond to build classrooms, with over $100M allocated to Pre-K

Project: Profitability improvement of a major dollar store retailer

Improved annual profitability by $12M by reducing COGS and optimizing assortment across 12 product categories

Identified opportunities through benchmarking, reverse-engineering, and comparing profitability and productivity within

categories, then built negotiation materials and managed 8 buyers through process

Office Contributions

School Captain, BCG Dallas Recruiting Team: manage associate recruiting for Texas A&M

Captain, BCG Dallas sand volleyball team: coordinate weekly games to promote office affiliation and social bonding

BANK OF AMERICA MERRILL LYNCH

Summer Analyst, Global Corporate Debt Products

Houston, TX

Summer 2011

Analyzed portfolio of 11 companies with Total Risk Exposure of $4.2B across the full oil and gas value chain by performing

several analyses for each company and presenting findings to managing directors


Interests: SCUBA, sports (golf, tennis, football, hockey), travel, entrepreneurship, early childhood education

WILL CIMINO 1616 Walnut Street, Apartment 606, Philadelphia, PA 19103 | 336-312-1811 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Strategic Management

Philadelphia, PA

2016-2018

Member of Private Equity / Venture Capital Club, Mountaineering and Outdoors Club (Board member), and Wine Club

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

Bachelor of Science in Business Administration, Kenan-Flagler Business School

Chapel Hill, NC

2007-2011

GPA: 3.88

Honors: Graduated with Highest Distinction; Beta Gamma Sigma (top 10% of undergraduate business school class)

Scholarships: James Wilford Clark Jr. (merit-based); Gene Clark Memorial (merit-based); Pirate’s Cove Boat Builders

Campus Involvement: President, Carolina Fishing Club; Big Brothers Big Sisters of Chapel Hill, Site Based Program

EXPERIENCE

THE CARLYLE GROUP

Associate – U.S. Buyout, Industrial & Transportation Group

Washington, DC

2014-2016

Evaluated large-cap leveraged buyout opportunities in industrial and transportation sectors as well as monitored and

supported existing portfolio company investments for Carlyle’s flagship $13 billion U.S. Buyout fund

Built valuation models and financial analyses, conducted industry and company-specific research, managed due diligence

processes and third-party advisors, and prepared internal investment committee memoranda

Select Transaction Experience:

Manufacturer of Packaging Labels – Evaluated +$700 million leveraged buyout and submitted final offer

- Constructed product-level operating model used to sensitize forecast scenarios and develop valuation perspective

- Interacted extensively with management and advisors to evaluate market growth outlook and cost savings opportunities

- Led preparation of investment committee memorandum and received approval for submission of final offer

Provider of Oilfield Services – Evaluated multi-billion dollar corporate carve-out and submitted multiple offers

- Coordinated year-long due diligence process among eight third-party advisors to identify key opportunities and risks

associated with the divestiture and combination of five businesses from two merging corporate parents

- Developed presentations and forecast models used to obtain internal approval for pursuit of potential investment

Portfolio Company Assignments:

Veyance Technologies – Manufacturer of engineered rubber products (sold to Continental AG in February 2015)

- Oversaw preparation of anti-trust required divestiture, enabling DOJ approval of sale to Continental

- Coordinated with advisors and management to develop funds flow schedule used to complete $1.7 billion transaction

Signode Industrial Group – Global manufacturer of industrial packaging consumables and equipment

- Analyzed annual budget with CFO to quantify cost savings and sales initiatives for presentation to board of directors

- Observed quarterly board meetings to assess company’s financial performance and strategic initiatives

MCCOLL PARTNERS (Acquired by Deloitte Corporate Finance in June 2013)

Investment Banking Analyst

Charlotte, NC

2011-2014

Advised client executives on middle-market mergers and acquisitions, leading to eight consummated transactions

Prepared and presented pitches for seven awarded investment banking mandates

Built valuation and forecast models, drafted marketing materials, researched and contacted potential investors/acquirers, and

organized due diligence processes; interacted extensively with family-owned businesses and financial sponsor clients

Select Transaction Experience:

Sale of Precision Hydraulic Cylinders to Owner Resource Group

- Served as lead contact for company management in executing highly targeted sale process

- Reviewed and negotiated key transaction documents including confidentiality agreements, letters of intent, and SPA

Sale of Coble Trench Safety to United Rentals (NYSE:URI)

- Developed branch-level operating model with company management used to evaluate geographic expansion strategy

- Managed deal marketing calling efforts for sale process, resulting in final offers from several interested parties


Interests: Enjoy fishing, cooking, and traveling. Spent six summers working part-time as a first mate on an offshore charter

fishing boat in Hatteras, NC

GORDON R. CRENSHAW 2031 Locust Street, Apt. 403 | Philadelphia, PA 19103 | (757) 777-6464 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Finance and Management


GMAT: 740 (97th Percentile) Honors: Recipient of the Philip J. Whitcome Fellowship for outstanding academic and professional accomplishments,

exceptional character, integrity, and leadership Activities: Member of PE&VC Club (Officer), General Management Club, Entrepreneurship Club, McNulty Leadership

GUIDE Program and Wharton Rugby Club UNIVERSITY OF VIRGINIA – MCINTIRE SCHOOL OF COMMERCE Bachelor of Science in Commerce, Concentration in Finance

Charlottesville, VA

2007-2011 Honors: Raven Society, Beta Gamma Sigma, David W. Thompson Accounting Scholarship, Graduated with Distinction

(highest academic distinction), GPA: 3.9 Activities: Honor Committee, President of St. Anthony Hall Fraternity, Volunteer EMT

EXPERIENCE

UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY ($7.5B AUM) Senior Analyst

Charlottesville, VA

2014-2016

Executed $200M of fund and direct investments across all asset classes and global strategies for UVa’s endowment by performing a combination of investment analysis, industry and asset class research and manager due diligence

Managed investment diligence, conducted primary industry research, constructed model sensitivities and negotiated the merger agreement for UVIMCO’s first direct investment, a $7.1M acquisition of an industrial equipment leasing business

Established framework for UVIMCO’s first strategic partnership with independent equity sponsor, creating programmatic, direct investing joint venture generating $40M in proprietary deal flow

Developed a top-down view on the opportunity set in Japan by speaking to economists, investors, research analysts and conducting primary economic research; advised senior management to pursue new manager relationship; invested $130M in long-only Japanese equity manager

Overhauled and led UVIMCO’s intern and full-time analyst recruiting efforts by establishing formal, internal recruiting team; generated a 100% yield for offered intern and full-time analyst candidates

BRAZO PRIVATE EQUITY PARTNERS ($1.4B AUM) Associate

Dallas, TX 2013-2014

Identified, evaluated and executed leveraged buyout investments across commercial & industrial, consumer, business services and healthcare sectors

Engaged with three portfolio companies by: providing analysis for capital allocation; liaising with lenders, lawyers, consultants and co-investors; monitoring and analyzing financial and operating performance; collaborating with senior management to drive corporate strategy, forecast operating budgets and identify acquisition and exit opportunities

Designed and implemented financial planning and analysis program for European Wax Center (EWC), creating controls and processes allowing the company to raise its first debt facility, a $7.5M revolving credit facility used to commence a franchise buyback program; recruited EWC’s first Chief Information Officer to lead R&D

Collaborated with CFO of Vision Source (VS) to build leveraged recapitalization model and negotiated with existing lenders, enabling VS to raise a new $135M credit facility supporting a special dividend for management and investors

CITIGROUP GLOBAL MARKETS – INVESTMENT BANKING DIVSION Analyst, Global Consumer and Retail Group

New York, NY 2011-2013

Closed five transactions representing over $3.5B of M&A, equity and debt financings Advised Peet’s Coffee & Tea on its $1.0B cross-border sale to Joh. A. Benckiser (JAB), a German holding company;

examined merits of various offers based on discounted cash flows, precedent transactions, comparable companies and LBO model to achieve purchase price 29% above pre-announcement share price; analyzed the value of a new product launch by developing and presenting a multi-scenario ROIC model, encouraging JAB to increase its final bid


Interests: Golf, squash, UVa athletics, relaxing and reading on the beach, cooking with my wife Positions: St. Anthony Hall Alumni Board of Directors, Woodberry Forest School Annual Fund Leader

DAVIS FILIPPELL 1535 Pine Street, 3F, Philadelphia, PA 19102

216-533-4724, [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Entrepreneurial Management

Philadelphia, PA

8/2016 – Present

Board member of Innovation & Design Club, Return on Equality

Member of Technology Club, Entrepreneurship Club, Mountaineering & Outdoors Club, Wharton Storytellers

GMAT: 740

WILLIAMS COLLEGE

Bachelor of Arts, Majors in Economics & History, cum laude

Williamstown, MA

9/2008 – 6/2012

GPA: 3.71, Dean’s List, Economics Class of 1960s Scholar, Economics Teaching Assistant

3-sport NCAA Varsity Athlete: Cross Country, Track & Field, and Swimming, All-Conference Academic in all sports

Founded Williams Triathlon Club, grew to 35 members with six competing at 2012 Collegiate Club National

EXPERIENCE

BOOZ & COMPANY / PWC STRATEGY&

Manager

Consultant, Associate

London, UK / Cleveland, OH

2/2016 – 8/2016

9/2012 – 1/2016

Designed data-driven strategies for 18 clients across consumer, retail, media, payments, and non-profit industries focused in

growth strategy and operations design

Project 1 (San Francisco): Digital wallet market entry strategy for payment processor

Sized client segments of ‘digital wallet transactions’ market, projecting 8bn serviceable transactions by 2018

Managed project team of two consultants to model market size, develop product bundles, and assess competitors

Identified $20M market opportunity for client to develop digital wallet facilitation and ‘tokenization’ services

Resulted in client building and releasing two new products, tokenization and encryption, with plan to develop others

Project 2 (Amsterdam): 5-year strategic plan for European carton packaging company

Managed one consultant on team preparing 5-year BOD Strategic Plan, assessing client in Europe, US, and Brazil

Analyzed and identified client’s potential risk of €100M loss over five years based on declining demand in prioritized

market segment, loss of patent protection for key services, and low-cost Chinese competitors capturing share

Resulted in client revising segment priorities worth €70M and identifying €50M cost reductions

Project 3 (Washington, D.C.): Shared operations for DC Public Library and DC Public Schools

Designed operations strategy for $2M shared book operation between the library and schools projected to drive $1M

savings for DCPS, increase students’ access to materials, and improve curriculum reach

Led three-member cross-organizational project team to assess feasibility, define logistics, and design operating model

MINDS MATTER OF CLEVELAND

Vice President of Fundraising, Mentor, Volunteer Education Non-Profit

Cleveland, OH

10/2013 – 1/2016

Raised $300K+ of current year funds: 15 grants ($160K), Gala (150 attendees, $75K), and strategic plan funds ($72K)

Managed fundraising team of three professionals to build grant material, develop silent auction, and organize gala logistics

Partnered with mentee 32 Saturdays per year, which resulted in eight point ACT score improvement, attendance at two

college summer programs, and submission of eight college applications, with acceptances pending

TECHNOSERVE

Volunteer Consultant, Economic Development Non-Profit

Mumbai, INDIA

6/2014 – 10/2014

Led two economic studies to design interventions drive 50% income improvement for cumin and guar farmers in Rajasthan

resulting in implementation of guar farmer co-operatives, revised cumin seed distribution, and revised financing policies

Supervised four associates and four interns to identify objectives, conduct surveys and workshops, and analyze data


Interests: Music (writing folk songs), Chess, Rock Climbing, Running and Triathlon (completed 70.3 triathlon on 8/2015)

Languages: Proficient in Spanish

TYLER FUNK 1815 John F Kennedy Blvd. Apt 1911, Philadelphia, PA 19103 | 214-686-2844 | [email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Finance and Strategic Management

Philadelphia, PA

2016-2018

Leadership: MBA Cluster Council (Social Chair), Wharton Welcome Committee, GUIDE Program Mentor

Membership: Consulting Club, FinTech Club, Tennis Club, Golf Club

GMAT: 750 (98th percentile)

HARVARD UNIVERSITY

Bachelor of Arts; Major in Economics

Cambridge, MA

2008-2012

Graduated cum laude with Honors in Economics (GPA: 3.6)

4-year Varsity Track & Field: Captain of Vertical Jumps Group, Helmus Improvement Award Winner

EXPERIENCE

TRANSOM CONSULTING GROUP

Strategy/operations consultancy founded by McKinsey alum serving market leaders in Private Equity,

Banking and Insurance; Publicly disclosed clients include Farmers Insurance, Oaktree Capital, and AIG.

Los Angeles, CA

Senior Analyst 2015-2016

Analyst 2014

Promoted after 8 months (1+ year ahead of Analyst class) after demonstrating strong analytical and client management skills.

Selected Engagements/Projects:

Developed business plan for new $2B (projected premium) brokerage unit of top-10 national insurance company.

Participated in weekly update presentations to President of business unit and other senior management.

Produced extensive modeling including opportunity/market sizing, revenue and profitability projection,

compensation/incentive plan design, and agent income simulation tools.

Received offer from client to assume a management position within the new business unit at end of engagement.

Created national growth strategy for specialty real estate lending company owned by $100B AUM private equity client.

Worked directly with CEO, CFO and COO, providing weekly updates and bi-weekly presentations.

Created growth market identification model using regional lending data, real estate market data, and population trends.

Developed and implemented “hub and spoke” model of loan origination oversight and execution, enabling expansion

from core business in Los Angeles into six major metro areas, leading to increase of $100M in annual loan originations.

Received offer for full-time position from CEO and CFO following engagement.

Planned $160M acquisition strategy for loan guarantor seeking growth opportunities in the insurance/warranty industries.

Conducted market research and evaluated target industries based on market size, company fit/synergies, acquisition

availability and competitive landscape.

Identified 40 target companies, conducted direct outreach and sourced two live deals.

Calculated target company valuations using public company comparables, precedent transactions, and DCF analysis.

Presented regular updates to client executives, covering topics ranging from market research to target due diligence.

R. WILLIAM FUNK & ASSOCIATES

Executive recruiting and search consulting firm serving clients in Higher Education.

Consultant and Head of Business Development

Dallas, TX

2012-2014

Designed and led executive (e.g., President, Dean, etc.) recruitment strategy for 30 major universities.

Coordinated 15-person search committees comprised of university administrators, board members and faculty.

Recruited 40+ candidates per search and advised committees on marketing strategy, interviews and candidate selection.

Responsible for company-wide business development opportunities which led to revenue growth of 50% from 2012 to 2014.

Oversaw 5-person marketing vendor team in new website development and creation of refreshed advertising materials.

Developed new direct-marketing tactics using social media and personal contact with university executives.

Created database of 400 university leaders that tracked metrics signaling imminent executive retirement, allowing for

strategically timed outreach to university decision makers.


Interests: Running, Recreational Basketball, Golf, Fantasy Football, Sci-fi and Fantasy Films, Amateur Photography

Languages: Conversational Spanish

DAVID GASSKO 2020 Walnut Street #28J, Philadelphia, PA 19103 | 617-669-5333 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Marketing and Management

Philadelphia, PA

2016-2018

• Adviser to Small Business Development Center, providing oversight of consulting projects for local small businesses

• Board member of Wharton’s Marketing Club; member of Public Speaking, Hockey, and Wine Clubs

• GMAT: 780

RICE UNIVERSITY

Bachelor of Arts in in Economics (with Honors) and English

Houston TX

2007-2011

• GPA: 3.83; Honors: Cum Laude and Gaston V. Rimlinger Economics Essay Prize for most outstanding senior thesis

• Senior manager at The Hardball Times, baseball statistics website with 10,000 daily readers:

• Authored articles that received coverage in the Wall Street Journal, Washington Post, and other major media outlets

• Performed consulting work for the St. Louis Cardinals and Cleveland Indians

EXPERIENCE

KAINOS CAPITAL PARTNERS – $1.4 billion private equity firm investing in food & consumer products Private Equity Senior Associate

Private Equity Associate

Dallas, TX

2015-2016

2013-2015

• Closed 4 acquisitions: SlimFast (branded weight loss and meal replacement business), Product Quest (manufacturer of over-the-counter and generic drug topical products), Healthy Natural Solutions (marketer of branded nutritional supplements), and Trilliant (single serve coffee manufacturer)

• First senior associate promotion in firm’s history; managed two associates through two closed transactions Leadership and Teamwork

• Coordinated carve-out of SlimFast from Unilever, including working with third-party accounting, tax, and legal advisers, creating forecast for the business, leading negotiations around transition services, and helping build a standalone organization

• Led negotiation of ready-to-drink shake supply contract for SlimFast, resulting in $10+ million of annual savings

• Managed accelerated due diligence process for Product Quest, coordinating third-party accounting, tax, and legal advisers and negotiating $140 million financing, resulting in signed deal within 6 weeks of initial meeting

• Worked closely with Healthy Natural Solutions CEO and COO to create bottoms-up operating model, creating confidence to invest in entrepreneurial business with messy historical financials

Marketing Strategy and Consumer Insights

• Participated in SlimFast brand turnaround, including selecting new positioning, packaging, and ad agencies. Launched new marketing campaign and packaging highlighting key product claims and new products including high protein shakes, smoothies, and bars and 100-calorie snacks. Turnaround resulted in ~100% growth after a decade of ~20% annual declines

• Analyzed potential add-on acquisitions for Product Quest and participated in creating branded strategy for the company

• Assessed competitive dynamics of single-serve coffee market, interviewing executives at key competitors as well as potential and existing customers, validating Trilliant’s value proposition and creating confidence to invest in the business

Analytics and Strategic Thinking

• Analyzed slow moving SlimFast inventory to determine risk of inventory write-offs post-acquisition. Demonstrated that less than $1 million of inventory was at risk and identified opportunities to move at-risk inventory to minimize financial impact

• Assessed profitability by account for SlimFast, identifying opportunities for margin improvement. As a result, trade spending as a percentage of sales was cut in half within a year

• Evaluated customer-level profitability for Product Quest, identifying $1 million profit opportunity

WELLS FARGO SECURITES

Investment Banking Analyst – Energy Mergers & Acquisitions

Houston, TX

2011-2013

• Top-rated analyst both years in class of ~100 analysts

• Closed 8 M&A transactions; created valuation analyses, merger and LBO models, and client presentations


• Interests: Travel (34 countries; favorite experiences: Iguazu Falls, Angkor Wat, Grand Canyon)

• Positions: Help organize Sabermetrics, Scouting, and the Science of Baseball, an annual weekend seminar that raises over $30,000 for cancer care and research; Volunteer for Rice Annual Fund and Rice Alumni Volunteers for Admission

• Languages: Fluent in Russian; Proficient in French

DENA GAVIOLA 1616 Walnut Street, Apt. 1904, Philadelphia, PA 19103

908-705-5558 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Strategic Management and Marketing

Philadelphia, PA

2016-2018 • Awards and Honors: Recipient of Joseph Wharton Fellowship • Leadership Activities: Consultant, Wharton Community Consultants (provide advisory services to local nonprofit

organization); Consultant, Global Consulting Practicum (consult and create strategy for Australian Company looking to expand into U.S. market); Fashion/Production Committee, Wharton Charity Fashion Show (proceeds go to YouthBuild Philadelphia); Member, Wharton Welcome Committee (selected to represent Wharton and engage with admitted applicants)

• Affiliations: Consulting Club, Retail Club, Wharton Women’s Rugby Team, Dance Studio, Wine Club, Wharton Latin American Student Association (WHALASA)

NEW YORK UNIVERSITY Bachelor of Arts, Major in Economics and Psychology, Minor in Business Studies

New York, NY

2008-2012 • GPA: 3.75/4.00; Awards and Honors: cum laude; Dean’s Honors List 2008-2012; Presidential Honors Scholar • Leadership Activities: VP of Finance, Alpha Epsilon Phi • Affiliations: Member, Fashion Business Association; Volunteer, STRIDE Tutoring Program at University Settlement

EXPERIENCE

MACY’S, INC. Omni Associate Buyer, Young Men’s Collections

New York, NY 2015-2016

• Generated $30 million in sales annually by selecting and optimizing product mixes for over 500 stores and Macys.com. Worked to create exclusive assortments and determine ticket prices to balance sales and gross margin.

• Analyzed past item performance data and researched upcoming men’s fashion trends, popular social media content, and pop culture phenomena to curate optimal assortment of graphic T-shirts each month of Q1, which comprise 80% of the business. T-shirts in Q1 picked up 18% to LY, allowing total department to beat plan by 13% and LY by 19%.

• Analyzed financial metrics to ensure proper inventory levels, including sales, markdowns, returns to vendor, markdown allowance, damages, and additional markup.

• Persuaded two largest vendors to lower costs on T-shirts and negotiated for over $1M in vendor markdown allowance at retail, resulting in 51% gross margin rate for Q1 vs. plan of 38%.

Omni Senior Assistant Buyer, Cosmetics 2014-2015

• Managed Clinique and Origins business for over 600 Macy’s stores and Macys.com. Implemented strategy to generate over $500 million in sales annually and assumed buying responsibilities when buyer went on leave.

• Determined effective marketing strategies and negotiated with vendors for advertising support funds as well as promotional gifts and samples to drive business. Procured over $19M in vendor advertising co-op funds for FY 2015.

• Planned all Fall 2015 strategic activity, including Black Friday Set prices and merchandising, sampling, VIP customer promotions, Holiday deals, and Gift with Purchase. Presented directly to VP of Cosmetics.

• Collaborated with Associate Merchandise Planner to deep dive into Origins brand and core customer research. Identified priorities such as multigenerational marketing initiatives, improving inventory positioning, and transforming in-shop visuals to maximize brand callouts and animation. Strategy resulted in Origins making $33.5M season plan.

• Re-launched and expanded Origins Bath & Body Collection during Holiday with new packaging concept. Researched and analyzed competitive Bath & Body retailer offerings to negotiate for lower prices, and exclusive products for Macy’s. Secured additional merchandising space. Total re-launch was $2M opportunity over year prior.

• Prepared Holiday 2015 competitive analysis for VP of Cosmetics and upper management with cosmetics ideas such as curated gift sets with favorite items from different brands, “gifts under” price point merchandising, and personalized gift packaging. Strategy to be implemented for Holiday 2016.

Assistant Buyer, Confections 2012-2014

• Oversaw buys within Seasonal department by reviewing product offerings, negotiating pricing and assortment with vendors, and supporting sales and margin goals. Created promotional pricing, assortment, and sales plans by item classification.


• Community: Volunteer, East Harlem Tutorial Program (2014-2016, tutored and mentored elementary school children) • Interests: Yoga, Travel, Latin Dance, Vegetarian Cooking, Retail Trends • Languages: Conversational Spanish, Conversational Italian

CARLOS A. GRASSO 1700 Chestnut Street, Apt 505, Philadelphia, PA. 19103

917-573-7299; [email protected]

EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance and Business Analytics

Philadelphia, PA

2016-2018 • Consulting project for Neighborhood Bike Works with Wharton Community Consultants • Social VP for Wharton Latin American Student Association (WHALASA) • Mentor for MBA applicants under WHALASA’s mentorship program • Member of Wharton’s General Management Club, Entrepreneurship Club, and Consulting Club

VILLANOVA UNIVERSITY Bachelor of Business Administration; Major in Economics, Finance, and Accounting

Villanova, PA

2010-2014 • GPA 3.74; cum laude

EXPERIENCE

MIURA CAPITAL GROUP $1.6 Billion AUM-Murex Capital LLC (U.S), Miura Wealth Management (Spain) Portfolio Manager Market Analyst Intern

Caracas, Venezuela

2015-2016

2014 Summer 2013

• Managed $10 MM US equities and co-managed $200MM corporate bond portfolio for one of Venezuela’s largest banks • Handled relationship and communications with senior executives and board members of the bank • Led transformation of firm’s investment strategy as portfolios concentration was shifted from Venezuela’s fixed income

instruments towards U.S equities, U.S corporate bonds, and international corporate and sovereign bonds • Designed model portfolios implemented on $400MM in assets • Persuaded firm’s leadership to increase average duration and credit quality in fixed income portfolios, leading to

improvements in yields to maturity of 1.5% • Improved process for portfolio structuring, reducing time from initial investment idea generation to portfolio

implementation • Increased size of fixed income trading orders 300% resulting in increased per-trade profitability • Prevented 2MM losses by convincing customers to reduce exposure to Venezuela’s bonds after determining

overexposure to asset class • Developed and managed diversified portfolios from $500K to $15MM by working closely with team of researchers, traders,

and managing directors of the firm • Researched Venezuela’s fixed income instruments and use of these instruments as part of aggressive investment strategy • Improved customer experience by developing enhanced monthly reports in collaboration with team of programmer and

designer, continuously incorporating customer feedback in product

BANESCO BANCO UNIVERSAL Intern

Caracas, Venezuela Summer 2012

• Researched Venezuela’s economic environment and the bank’s competitive position in the system • Analyzed bank’s expected and actual performance and communicated findings to management


• Advisor with Venezuelan Down Syndrome Association (AVESID)

• Advised board on strategic matters including navigating the complex economic situation in Venezuela • Increased number of beneficiaries reached by 15% by strengthening data collection and analytical processes • Co-developed program to create self-sustainable micro-enterprises for people with Down Syndrome • Developed program to organize excursions for people with Down Syndrome and trained volunteers

• Interests: Writing about economic and business topics (writer and collaborator at news websites Confirmado.com, DeInmediato.com, and ConsultoresICG.com), soccer, and long-distance running

• Skills: Bloomberg Professional Service, including Bloomberg add-in for excel • Languages: Native speaker of Spanish and intermediate Portuguese

LAURENCE I. GROOT 225 South 18

th St, Apt 1414, Philadelphia, PA 19103 | (917) 575 4956 | [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA

Master of Business Administration Candidate, GMAT 760

Master of International Studies Candidate; East Asia Track, Mandarin Chinese

Philadelphia, PA

2016-2018

Leonard Lauder Fellow and John Mayer Fellow: full Lauder Institute tuition and partial Wharton School tuition

2-month 2016 summer immersion in Asia, expect Mandarin fluency in 2018. GUIDE Mentor to undergraduate students

Selected: Director of Career Development, General Management Club. Active member: Wine Club, Ski Club

COLUMBIA UNIVERSITY

Master of Science; Financial Engineering, GPA 3.54

New York, NY

2008-2009

Fulbright Scholar and Huygens Fellow: full tuition and monthly stipends

Hedge Fund Intern at Christofferson Robb, New York Equity Derivatives Intern at J.P. Morgan, London, UK

UNIVERSITY OF TWENTE

Bachelor of Science; Applied Mathematics, GPA 8.34/10 cum laude (highest honors), top 5% of class

Enschede, Netherlands

2004-2008

President of Study Association Abacus: Led board of 6 people, serving >350 students, alumni and faculty

Actuarial Intern at Deloitte, Amsterdam, Netherlands

EXPERIENCE

MORGAN STANLEY London, UK

Associate/Analyst Fixed Income Sales & Trading 2011-2013

New York, NY

2013-2016

Client Relationship Management and Revenue Responsibility:

Independently covered global hedge funds on an extensive range of interest rates products, >$15mio in annual revenue

Revenue with client base increased >50% since taking on coverage: turned around relationship with 2 well-known hedge

funds from challenged to #1 through strong macro input, intense interaction and effective resource allocation

London-based coverage of pension funds, banks, asset managers and insurers in Netherlands, Belgium and Luxembourg

MS London-based team of 4 voted best Benelux coverage in 2013 independent client survey, vs 4th

in 2011

Project Management and Data Analysis:

Optimized organizational structure of NY sales division: Led hiring of 2 sales assistants, designed roles and responsibilities

Launched and led a project to save >$10mio in annual capital costs on options through more efficient balance sheet usage

Designed derivatives-based trading strategies using quantitative analysis, macro-economics and market views

Launched daily analytics reports in $/€/£, initiated heat maps. New York’s expert on Europe, 30% EUR revenue growth

Leadership and Passing Forward

Lead Global Macro Tactical Structuring: a division-wide, global JV that offers clients bespoke investment ideas

Excellence in Recruiting Award: Designed Benelux recruiting program, led hiring process resulting in 2 new hires in 1st year

Launched global mobility program, encouraging and supporting high-performing employees to move offices and divisions

Initiated tutor program for high school students from challenged backgrounds, significantly improved college admission stats

J.P. MORGAN

Analyst Fixed Income Sales

London, UK

2009-2010

Covered real money investors in Netherlands and Central Banks, built a solid base for pricing and dealing

Developed a customized derivatives pricing tool that is used extensively by 4 large Dutch pension funds


Volunteering Fulbright Scholar Program: Mentor of graduate students coming to the US since 2009

Netherland-America Foundation: raised 15% of funding for student scholarships since 2015

Entrepreneurship Expand global business for Chinese apparel firm Changzhou Kris: 40% revenue increase since 2014

Programming Proficient in C++, C#, VBA, Matlab and Maple

Languages Dutch native, Mandarin Chinese and German advanced, French and Latin reading proficiency

Interests ClassPass workouts, winter sports, Chess (3x provincial youth champion) and history

Work Authorization US Permanent Resident, Dutch Citizen

TIMOTHY W. HORVAT 2100 Walnut Street, #7B | Philadelphia, PA 19103 | 415-866-5465 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Health Care Management

Recipient of Kaiser Fellowship for exceptional professional, academic, and personal achievement

Philadelphia, PA

2016-2018

Vice President (Speaker Series) of Health Care Club; Selected for Wharton’s Welcome Committee; GUIDE mentor to

Wharton undergraduates

Member of Digital Health Club, Wharton Health Care Business Conference (marketing team), Marketing Club, Out for

Business, and Roadrunners and Triathletes Club

COLUMBIA UNIVERSITY New York, NY

Post-Baccalaureate Business Certificate 2011-2012

Concentrated in introductory finance, accounting, and marketing

PRINCETON UNIVERSITY

Bachelor of Arts in Anthropology, Certificate in European Cultural Studies

Princeton, NJ

2006-2010

Senior Thesis: Examining Social Determinants of Health in the Neighborhood of North Lawndale, Chicago, Illinois

President, BodyHype Dance Company (2006-2010); Cap and Gown Club (2008-2010)

EXPERIENCE

DOXIMITY, a digital health start-up and largest network of U.S. physicians and health care providers

Marketing and Physician Relations Associate

Marketing Coordinator

San Francisco, CA

2013-2016

2012-2013

Joined early stage, digital health company as part of its initial marketing team and reported to the CEO and senior leadership

Developed growth and engagement strategies targeting all U.S. physicians, NPs, PAs, and medical students that

contributed to an increase in membership which counts more than 60% of U.S. physicians

Handled $200K marketing budget for paid marketing campaigns, tradeshows, and sponsorship opportunities

Led digital marketing channel that focused on search and social acquisition campaigns from inception to reporting

Scaled medical student ambassador program to promote Doximity at over 50 medical schools across the country

Managed medical advisory board and cultivated company brand via physician relations

MEMORIAL SLOAN-KETTERING CANCER CENTER

Session Assistant

New York, NY

2010-2012

Coordinated clinical care team including attending physicians, fellows, residents, nurses, and researchers

Managed patient flow and schedule for medicine and surgical oncology clinics

Interfaced between clinical team and hospital systems including the EMR and pharmacy software

Performed internal and external referrals, billed patient visits, arranged chemo treatments, scheduled surgical cases, and

entered lab work

ACCESS HEALTH NETWORK

Quality and Performance Improvement Intern

Chicago, IL

June - August 2009

Interned at Access Health Network, a FQHC network, as part of Princeton Internships in Civil Service program (PICS)

Compiled and analyzed patient statistics for Blue Cross Blue Shield diabetes management audit

Researched inconsistencies in mammography referral process for Racial Disparities Initiative


Technical Skills: Advanced: Google Analytics and Adwords, Mixpanel (web and mobile analytics); Intermediate: SQL,

Hubspot, Epic, CPT coding

Positions: Member of Clinical Systems Troubleshooting Team at MSKCC (2011-2012), Community Volunteer at Doximity

(2012 – 2016), Mentor at iMentor NYC (2011-12)

Interests: Aspiring cook, amateur runner and triathlete, and live music enthusiast

ZECHENG (NEO) HUANG 1919 Market Street, Philadelphia, PA 19103

312-843-8038 [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance

Philadelphia, PA

2016-2018 NORTHWESTERN UNIVERSITY Major in Integrated Marketing Communications

Evanston, IL

2012 • Concentration on Data Analytics; GPA 3.62/4.0

EXPERIENCE DT Capital Shanghai, China Associate 2012-2016 Forbes China top 20 venture capital firm, managing USD 1.7 billion in committed capital • Conducted daily deal sourcing and screening, due diligence, financial modeling, deal negotiation,

project coordination, and post investment management • Led 6 investments with a total capital commitment exceeding USD 65 million; industry coverage

included Pharmaceuticals, TMT, Retail, and Advanced Manufacturing • Managed the USD 32 million investment in China Focus Media, the largest deal in DT’s history;

established a clear timeline, motivated team members through effective communications, and delivered investment documents under one week’s time constraint; the investment has generated USD 60 million on book value return within one year

• Negotiated with the key shareholders on the pre-IPO valuation to secure the USD 8.1 million investment in Kanghui Pharmaceutical

• Identified a crucial risk of revenue exaggeration during due diligence for the USD 6.5 million investment in Rider Horse, developed a distinct method by analyzing livestock inventory to authenticate book revenue

• Performed industry and company analyses, built financial model, and consolidated investment memo for the USD 3.5 million investment in E House Cleaning, the largest O2O housekeeping solution provider in China

• Worked collaboratively with the legal, financial and operation teams in the preparation of fundraising materials for DT’s Phase II RMB fund; successfully raised USD 400 million in funding commitments

CDW Corporation Chicago, IL Summer Analyst June-Aug 2012 CDW is a Fortune 500 B2B technology solutions provider • Designed a social media strategy with a segmentation and targeting plan • Conducted quantitative and qualitative research and analyzed the data to discover insights that informed

the marketing strategy on social media


Skills: SAS, SPSS, SQL, Adobe Omniture Languages: Mandarin (Native), English (Fluent) Interests: Skiing, basketball, tennis, poker

VINNIE HUNG 2101 Chestnut Street, Apt 1525 Philadelphia, PA 19103 (646) 932-4807 [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA

Master of Business Administration Candidate; Major in Strategic Management and Marketing 2016 – 2018

Wharton Global Impact Consulting Club Director of Experiences responsible for shaping new role based on prior feedback

Selected as Marketing Team of Wharton Women in Business Conference, VP of Social for Asia Club, and GUIDE mentor

Member of Wharton’s Consulting Club, Marketing Club, Graduate Retail Club, and Ski Club

MASSACHUSETTS INSTITUTE OF TECHNOLOGY Cambridge, MA

Master of Engineering in Civil and Environmental Engineering; Major in Geotechnical Engineering 2011 – 2012

Co-Chair of Civil Engineering Career Fair; Lead Presenter for MIT Women’s Initiative

COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART New York, NY

Bachelor of Science in Civil Engineering, Major in Civil Engineering 2004 – 2008

Elected Vice President of ASCE Student Chapter; Founder of National Taiwanese Students Alliance

EXPERIENCE

SUN & ASSOCIATE ARCHITECTS / WIZART DIGITAL STUDIO New York, NY

Operations Manager 2015 – 2016

Spearheaded various firm initiatives to improve sales and marketing, including website redesign, digital content

creation, and design and distribution of over 30,000 new brochures, expecting 10% increase in market coverage

Improved business development through client relationship management and improved workflow; communicated

client needs and concerns to design team in NY and Asia; streamlined review and feedback process between client and

design team, reducing deliverables turnaround time by 25% and increasing number of contracted projects by 20%

Identified growth opportunities for the company through local design competitions, prepared first submissions, engaged

and networked with municipalities gathering feedback on submissions, increasing brand exposure within the industry

Recognized need for additional HR structure, launched onboarding and company-wide performance review processes,

hiring three new candidates and collaborating with legal counsel to ensure compliance with Fair Labor Standards Act

MCMILLEN JACOBS ASSOCIATES San Francisco, CA

Senior Staff Engineer 2012 – 2015

Developed finite element analysis models to evaluate performance, forecast failures, and recommend alternatives for

geotechnical designs of major tunneling and infrastructure projects representing $3.6B in combined capital costs

Conducted construction quantity and budget estimates for Ohio Canal Interceptor Tunnel ($184M), Iowa Hill

Pumped-Storage ($800M), and Coast Range Tunnel Inspection ($990K), facilitating project cost estimation

Led coordination and development of construction drawings, specifications, and project requirements for contractors,

establishing design-construction partnership and implementing quality assurance reviews to prevent change orders

WSP | PARSONS BRINCKERHOFF New York, NY

Geotechnical and Tunnel Engineer 2008 – 2011

Performed engineering analysis and design and managed project execution for major NYC infrastructure projects,

including No. 7 Subway Extension, Second Avenue Subway Construction, and Long Island Rail Road East Side Access

Analyzed data from 850+ geotechnical monitoring instruments and presented results weekly to neighborhood residents

of the Second Avenue Subway ($17B), communicating construction progress and improving community relations

Coordinated between designers, engineers, and contractors to submit construction documents; supervised

instrumentation, installation, and remediation of identified deviations from contract specifications for $19B in projects

Developed and revised groundwater models to reflect more realistic site conditions; identified possible groundwater

contamination of the East Side Access 8-track commuter rail ($10B), enabling ground remediation


AMERICAN SOCIETY OF CIVIL ENGINEERS (ASCE) San Francisco, CA

Younger Member Forum Vice President, Philanthropy Chair, Social Chair 2014 – 2015

Organized and led events promoting mentorship and industry exposure; increased active membership by 10%

TAIWANESE AMERICAN PROFESSIONALS (TAP) San Francisco, CA

Executive Board Member, Social Chair 2012 – 2013

Managed team of six; pioneered fundraising events of 200+ attendees; raised $15K for scholarships and operating costs

Certifications: Professional Engineering License (CA, pending approval in NY); Real Estate Sales License (NY)

Languages: Fluent in Mandarin, and Taiwanese. Conversant in French.

WESLEY HUNG 201 S 18th St. Unit 2606, Philadelphia, PA 19103

917-683-3266 | [email protected] EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Real Estate and Business Analytics

Philadelphia, PA

2016-2018 Member of Real Estate Club (VP of Competition & Tours), Fintech Club, Hockey Club and Ski Club GMAT Score: 730 (96th percentile) THE JOHNS HOPKINS UNIVERSITY Bachelor of Arts; Majors in International Studies and Economics Entrepreneurship & Management Minor

Baltimore, MD

2005-2009 GPA: 3.91; Graduated with General Honors; phi beta kappa Teaching Assistant: Corporate Finance and Financial Accounting Selected to serve on Undergraduate Curriculum Committee with dean, faculty and 8 students Built and led Johns Hopkins’ inaugural team of 4 at the Rotman International Trading Competition

EXPERIENCE MERRILL LYNCH (ASIA PACIFIC) LIMITED Vice President, Equities Sales Trading Associate, Equities Sales Trading

Hong Kong 2015-2016 2013-2015 Promoted to Vice President one year ahead of peers with top performance reviews from seniors and subordinates Boosted sales trading broker rankings to top-5 among platinum-tier institutional accounts within a year of joining firm

(clients typically covered by Director-level traders) Managed and traded average daily Hong Kong/China equities order book size of US$40mn; ranked top two producer by daily commission in team of eight Oversaw execution services coverage for 3 of 4 hedge funds in inaugural Emerging Managers Program, doubling growth in client revenue after first year Arranged $2mn private equity fund exit in illiquid HK-listed microcap by sourcing 200 days’ volume and negotiating deal Coordinated technology initiative and piloted electronic trading algorithms to enhance execution system infrastructure, resulting in 100% adoption of new in-house algorithms and 20% higher hit-rate of indication-of-interest platform Facilitated client relationship management and cross-selling opportunities by collaborating with OTC derivatives, equities sales, facilitation, ECM syndicate and prime brokerage, resulting in 8 new revenue streams for firm Trained Vice President and Director-level lateral joiners as an associate and mentored junior analysts and associates

CREDIT SUISSE (HONG KONG) LIMITED Associate, Equities Sales Trading Analyst, Equities Sales Trading Summer Analyst, Sales Trading

Hong Kong 2012-2013 2010-2012

2008 Implemented high volume trading strategies and sourced for liquidity for mid-tier long-only and hedge fund accounts,

increasing account revenue by 10-20% per year Executed $40mn stock buyback program for a Hong Kong-listed Chinese retail company, liaising directly with CEO/CFO Wrote morning briefs, research summaries, flow reports, and market wraps for internal teams and external clients Selected to serve on 2011 and 2012 campus recruiting teams Published internal short-selling guide to Asian markets as internship project for firm-wide usage Trained graduate hires and summer associates and served as junior mentor for summer analysts ADDITIONAL INFORMATION

Investing: Personal US$150,000 investment portfolio in Asian and US equities, REITs, futures, options and FX. Interests: Crossfit, golf, scuba diving (certified PADI Advanced Open Water), snowboarding, travel (30 countries), Hong Kong Dog Rescue volunteer Languages: Cantonese (native); Mandarin (proficient)

LAURIE JOSEPHSON 135 S. 17

th St. Apt. 1102


908-370-8604

[email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Business Analytics and Organizational Studies

Philadelphia, PA

2016-2018

People Analytics Center Intern; Independent study on leadership assessments with Dr. Adam Grant & Dr. Cade Massey

Club membership: Data & Analytics, Technology, Entrepreneurship, and Design & Innovation

CORNELL UNIVERSITY

Bachelor of Science in Industrial and Labor Relations; Minor in Policy Analysis & Management

Ithaca, NY

2007-2011

Cornell Class of 2011, Alumni Class Officer; Cornell Daily Sun (student newspaper), Production Manager

EXPERIENCE

CORPORATE EXECUTIVE BOARD (CEB), A Best Practice Insights and Technology Company

Senior Product Analyst, Workforce Surveys & Analytics

Senior Analyst, New Product Development Team

Worked with CEB researchers and engineers to create, test, and deliver products based on HR research

Selected Projects:

Washington, DC

2015-2016

2014-2015

Workforce Surveys Natural Language Processing (NLP) Tool

Managed a team of 5 coders and 3 org psychologists to create an open-text analysis tool for the $30M survey business;

Successfully built a tool in Python using CEB IP to tag open-ended survey comments for topics, sentiment, and quality

Talent Analytics Dashboard

Supervised a team comprised of 15 data scientists and IT professionals to build a talent analytics dashboard; Created 150

hypothesis-based visuals of client HR data in Microstrategy with an offshore IT team; Cut projected time for data analysis by

one month by overseeing the creation of standardized metrics and visuals

Product Explorations

Conducted competitive and internal capability analyses for a leadership assessment product with earnings of $3M; Led

interviews with call center leaders to influence the build of a call center training software, $2M in earnings

Community Involvement

Women@CEB Communications Lead: Designed and gathered content for quarterly newsletter shared with 750 members

ACCENTURE

Strategy Analyst, Talent & Organizational Performance

Developed training and change management programs to facilitate large technology implementations

Selected Projects:

New York, NY

2011-2014

Minneapolis Based Retailer: Communications Lead, Change Management Team

Tracked and delivered communications impacting 10,000 corporate team members for Point of Sale upgrades; Reengineered

project meeting structure to better organize steering committee and team-wide project updates

Atlanta Based Bank Holding Company: Business Process Specialist, Deployment Team

Directed a team of 40 employees to provide onsite support for updated loan software impacting 5k employees; Compiled and

presented weekly metrics apprising the steering committee of loan progress and system malfunctions

New York City Based Utility: Training Consultant, Oracle ERP implementation

Developed training materials viewed by 2.5k + employees for changes resulting from a $300M ERP implementation;

Materials influenced a team of unionized workers to adapt new technology amidst a great deal of resistance

Community Involvement

Analyst Action Committee Social Chair; New York Office Eco (Environmental) Team Events Chair

ADDITIONAL INFORMATION Interests: Food, Travel, Photography, Mountaineering, Pi Recitation Contests

Computer Skills: Microstrategy, R, SQL, Excel, Visio

NATASHA KANCHAN 3514 Lancaster Avenue, Philadelphia, PA 19101 | (267)-586-4866 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Strategic & Multinational Management


Scholarship: Julius Grodinsky Memorial Fellowship for academic and professional excellence and leadership potential Club involvement: General Management, Marketing, Finance, Wharton Women in Business, Entrepreneurship,

Energy Clubs, Dance Studio

MUMBAI UNIVERSITY (D.J. Sanghvi College of Engineering) Bachelor of Engineering; Major in Electronics and Telecommunication

Mumbai, India 2008-2012

Graduated with Distinction [79%]. 3-time recipient ‘Dorabji Tata Scholarship’ for academic excellence (2009, 2010 & 2011) Awarded ‘Best Student of the Year’ for all-around achievement and general proficiency (2010-2011) Awarded ‘General Proficiency Award’ for consistent academic and all-around achievement through college Secured 1st position in National Level Technical Project Competition ‘Electroworks' (Oct 2010)

EXPERIENCE

J.P. MORGAN Investment Banking Analyst- Metals & Mining and Chemicals Team, North America geography

Mumbai, India 2012-2016

Performed onshore with Chemicals IB team at Manhattan, New York (Jul-Nov 2014)- Lead Analyst in end to end pitching, road show and execution of $975mn IPO for Axalta Coatings and in 'Activism Defense' mandate for a leading US chemical major. Sole Analyst working with 2 MDs on the pricing and execution of €300mn debt offering for Celanese

Youngest Analyst to work onshore with elite group of senior bankers at India IB headquarters (Jun-Sep 2013)- Sole Analyst from J.P. Morgan deal team for $1.2bn term loan A and $1.35bn bridge-to-bond facility for Vedanta. Lead Analyst on $280mn Offer for Sale for SAIL and $56mn equity offering for a real estate giant via IPP and OFS

Provided strategic advisory, financing/structuring alternatives, corporate strategy, portfolio review and financial modeling valuation; prepared RFP responses and pitch books; authored offering memorandum, due diligence, memos and S-1

Conducted formal training for several incoming batches of Analysts (undergraduate and post-graduate). Structured, planned and organized trainings as Member, IB Training Team

Conceptualized, organized and compered company-wide event ‘Women in Banking Sector- Winning Women’ as Member, WIN Community (Women’s Interactive Network). Worked closely with CEO, J.P. Morgan, India and interviewed her during the event before an audience of over 200 attendees

Fast-track promotion with team management responsibilities. Managed a team of 4 Spearheaded several initiatives as Member, Corporate Social Responsibility team. Finalist, national level ‘J.P. Morgan CSR

Theme Challenge’. Led 4-member team to prepare and present theme Editor-in-Chief of half yearly newsletter for IB department Designated J.P. Morgan Mascot/Representative for recruitment drives Awards: Awarded ‘Champion Initiator’ for innovating and executing various initiatives including ones for work

optimization; Nominated ‘Star Team Player’ thrice for being a role model team member in the department; Secured 1st position in J.P. Morgan India Marathon ‘Run for Cause’ in women’s category


Leadership Positions: Placement Coordinator for the class year; Student Council Member- Ladies Representative; Public Relations Officer, Technical Festival; Public Relations Officer and Sponsorship Head, IETE (Institute of Electronics and Telecommunication Engineers); Publicity Head, Technical Festival Co-Committee; Editor-in-Chief of IETE newsletter and Sponsorship Brochure for Technical Festival; Leadership and execution team, ‘Nature Trek Club’

Extra-Curricular: Spearheaded National Conference on Communication Technology; Conceptualized and organized seminar for women ‘Grooming & Etiquette for the Corporate World’; Secured 1st place in the intra-collegiate and 3rd place in the inter-collegiate group dance competition

Internship: Air India Ltd.- Engineer in Electronics, Instrument & Accessories Overhaul Division, Mumbai (Dec-Jan 2011) Community Involvement: Fellow & Member Leadership Team at Make a Difference (MAD) (Jul 2006-2012);

Conceptualized, spearheaded and organized a cultural program at Spastic Society of India (Jan 2011); Designed ‘Electronic Blind Belt'- a sophisticated electronic mobility aid for visually impaired individuals (Jun 2011-2012)

Entrepreneurship: Founder and owner of a confectionary preparation venture, 'Melting Moments'. Market via references Certifications: CFA Level 1 (Dec 2013); Asia IB Analyst Training Program by Adkins Matchett & Toy (Apr-May 2015) Interests: Adventure sports, dancing, traveling, cooking

ZEENIA KATELI 135 S 17

th Street


215-450-9696

[email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF

PENNSYLVANIA

Master of Business Administration Candidate; Major in Management

Master of International Studies Candidate; Focus in South Asia, Middle East, North Africa

Employer Relations Board Member, Wharton Consulting Club

Sponsorship and Marketing Committee Member, Wharton Charity Fashion Show

Consultant, Wharton Community Consultants

Philadelphia, PA

2016 - 2018

UNIVERSITY OF CALIFORNIA, BERKELEY

Bachelor of Arts; Double Major in Economics and Rhetoric

Leadership: Treasurer, Model United Nations, 2010; Chief of Staff, Model United Nations Conference, 2011

Volunteering: Volunteer at Teach in Prison and Habitat for Humanity; Tutor and Mentor for CalCorps – Think

College Now

Berkeley, CA

2009 - 2012

EXPERIENCE

DELOITTE & TOUCHE, MIDDLE EAST

Senior Associate

Experienced Associate

Associate

Dubai, United Arab Emirates

2015-2016

2014-2015

2012-2014

Managed audits for largest construction company in United Arab Emirates, resulting in $1M in annual revenue

Led design and implementation of engagement plan in collaboration with Manager and Partner for five major clients annually;

recipient of Deloitte’s Exceptional Client Service Award for strong relationship management abilities

Supervised and trained teams of two to five people; delivered performance reviews for team, and promoted two associates

Prepared key deliverables, including financial statements and management reports assessing errors noted and recommending

measures to avoid future occurrences

Identified and mitigated errors exceeding $50M on a client’s profit and loss statement, ensuring revenue was recorded in compliance

with industry standards and best practices

Analyzed client work flow processes, assessing areas of improvement and proposing steps to create better structured processes with

appropriate checks and balances

Delivered results under strict time constraints and ensured engagement costs did not exceed 50% of fees charged to client,

maintaining healthy gross margins on engagements

Directed teams on key construction clients whose annual revenues in the Middle East exceed $100M each, resulting in Deloitte &

Touche Middle East maintaining its reputation as a construction industry expert

Organized at least two company events annually, for over fifty attendees, as part of the Deloitte Social Committee; managed

relationships with vendors to organize activities for in-house events and Deloitte’s annual event


Interests: Travel and cultural immersion (lived on two continents, travelled to five), public speaking

Languages: Fluent in Hindi, Intermediate proficiency in French and Gujurati

Awards: Deloitte’s Commitment to Self-Development Award, California Alumni Association Leadership Award

Volunteer Activities: Regional Contact in Dubai for UC Berkeley Office of International Relations, Volunteer at Junior Achievement

Worldwide M.E. (teaching entrepreneurial courses in public schools in Dubai), Volunteer at Al Mawaheb (working with adults with

disabilities)

Certifications: Association of Chartered Certified Accountants (ACCA)

JOHN (“J.T.”) KENNEDY 1805 Sansom St., Apt. 3, Philadelphia, PA 19103 | 772-341-8978 | [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Business Analytics Master of International Studies Candidate; Focus in East Asia - Mandarin Chinese

Philadelphia, PA

2016-2018

• Coursework includes: Marketing, Operations, Statistics, Data Science, R, Python, MySQL • Thesis Project: Impact of Automation on Manufacturing in Developing Countries • Club Membership: Analytics, Marketing, Technology, Retail, and General Management • GMAT: 750 (98th Percentile) YALE UNIVERSITY Bachelor of Arts in History

New Haven, CT

2005-2009 • GPA: 3.65/4.00 • President of the Yale International Relations Association (membership of almost 200 students) • Co-founded summer internship program for 11 Yale students in Almaty, Kazakhstan

EXPERIENCE

U.S. CONSULATE KARACHI Political Officer

Karachi, Pakistan

2014-2016 • Built and maintained relationships with local politicians, journalists, and notable individuals on behalf of U.S.

Government • Leveraged local connections to write analytical reports informing Washington policy makers about Sindh

Province politics, law and order issues, and extremist groups • Managed two local Pakistani political analysts, directing research to align with U.S. strategic interests U.S. CONSULATE GUANGZHOU Consular Officer

Guangzhou, China

2012-2014 • Interviewed up to 150 visa applicants per day in Chinese to determine U.S. visa eligibility • Supervised team of five local Chinese staff handling more than 100 visa applicant inquiries and complaints per

week • Designed new procedures for immigrant visa fraud screening, focusing resources on fraud-prone visa categories • Developed visa section’s $13 million annual funding request to Washington, which was fully funded U.S. DEPARTMENT OF STATE, BUREAU OF CONSULAR AFFAIRS Special Assistant

Washington, DC

2011-2012 • Acted as central point of contact for issues requiring the Executive Director’s attention, including finance, HR,

and procurement for worldwide U.S. visa and passport operations • Coordinated vetting of policy memos prior to Executive Director review • Managed timeline for memos and briefing papers to ensure on-time delivery to Bureau Assistant Secretary YALE SCHOOL OF MEDICINE Web Project Manager

New Haven, CT

2009-2011 • Oversaw building of websites within web content management system (SDL Tridion) and served as primary

client liaison for over 50 School of Medicine departments, centers, and other entities to create user-friendly web presence with consistent branding

• Managed team of 11 part-time student website builders

ADDITIONAL INFORMATION • Interests: Travel (have visited over 35 countries), Scuba diving, Golf • Languages: Fluent speaker of Mandarin Chinese, Proficient speaker of French, Basic Speaker of Cantonese

AMY KONDO 1811 Chestnut Street, Philadelphia, PA 19103


EDUCATION


Master of Business Administration Candidate; Majors in Strategic Management & Operations

Philadelphia, PA

2016 - 2018

Elected as Communications Representative for Cluster Council, Wharton Graduate School Association

Member of Consulting Club, Student Admissions Program, Data Analytics Club, General Management Club, Women in

Business and Tennis Club

NORTHEASTERN UNIVERSITY

Bachelor of Arts in Economics and International Affairs, Minor in East Asian Studies

Boston, MA

2006 - 2010

GPA: 3.8, summa cum laude, Dean’s List (every semester). Selected for merit-based Excellence Scholarship (top 10-15%)

Co-Founder and Captain of Northeastern University Women’s Club Tennis Team

Selected for highly competitive international diplomacy program at the UN Headquarters in Geneva, Switzerland (Summer

2010); Completed study abroad and language program in Beijing and Nanjing, China (Spring 2009, Summer 2008)

EXPERIENCE

DEFENSE INTELLIGENCE AGENCY (DIA)

Team Lead – Defense Counterterrorism Center

Senior Intelligence Analyst – Deployed East Africa Counterterrorism Team

Intelligence Analyst – Defense Counterterrorism Center

Washington, DC

2015 - 2016

2014 - 2015

2011 - 2014

Analysis & Presentation

Analyzed, evaluated and synthesized 50-80 raw intelligence reports from various sources daily. Prepared assessments on the

security environment in East Africa to advise and inform U.S. policymakers and senior national security officials

Authored 500+ cohesive and comprehensive intelligence assessments, including 4 publications directly for the President of

the United States and 11 Intelligence Memorandums used to inform U.S. defense policy decisions

Selected 20+ times to brief and advise DIA’s most senior customers: National Security Council, Senior Congressional Staff,

U.S. Ambassadors, and U.S. and foreign military generals

Served as the Africa terrorism expert on the U.S. Joint Chiefs of Staff intelligence team, providing daily reports and briefings

to Pentagon seniors. Received selective Department of Defense Joint Meritorious Unit Award

Team Management

Led team of 4 analysts to successfully complete 150+ tasks requested by senior counterterrorism officials. Key customers

included the White House National Security Advisor and the Special Assistant to the President for Counterterrorism

Managed external relationships with deployed special operations units and partner intelligence agencies (e.g. CIA, NSA, etc.)

Improved new analysts’ productivity by over 50% by creating and implementing a structured training program focused on

developing team’s subject matter expertise and understanding of DIA’s analysis framework

Received competitive agency-wide award for analytic rigor and commitment to mentorship 6 months following promotion to

Team Lead. Nominated for award by teammates and selected from top 10 finalists by DIA Director in 2016

Deployment with U.S. Special Operations Command, Senior Intelligence Analyst - East Africa

Selected to fill prominent senior analytic position, leading a 10-person multidisciplinary intelligence team responsible for

enabling highly-sensitive U.S. special forces operations in East Africa

Spearheaded initial intelligence justification for request to alter U.S. policy in Africa; approved by the President in 2016

Received Joint Civilian Service Commendation Award, highest-ranking joint civilian award under the approval authority of

the U.S. Special Operations Command General Commander, for accomplishments during deployment

Deployment with U.S. Special Operations Command, Intelligence Analyst – Northern Afghanistan

Assessed threats and communicated findings to force commander, successfully reducing risk to U.S. and coalition units

Developed new, intelligence-backed operational strategy, which was subsequently implemented by the deployed Head of

Intelligence. Strategy quantified linkages between U.S. and coalition operations and reduced local terrorist activity


Interests: Tennis, Backcountry Camping, Hiking 14,000ft+ Mountains, Marathons, International Travel (33 countries)

Languages: Conversational fluency in Mandarin and Cantonese Chinese; elementary proficiency in French

Security Clearance: Top-Secret Sensitive Compartmented Information (TS-SCI) clearance, renewed for 5 years in 2015

SARA LEITNER 2023 Locust Street, Apt 4., Philadelphia, PA, 19103 | 203-273-4656 | [email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Marketing and Management

Philadelphia, PA

2016 – 2018

Leadership: Elected President of Cluster 1 (200+ students); One of four first-year representatives to Wharton Graduate

Association; Leadership Venture sailing 161-ft tall ship for one week in New Zealand

Active Membership: Marketing Club, Innovation & Design, Wharton Women in Business, Technology Club, Retail Club

GEORGETOWN UNIVERSITY

Bachelor of Arts in American Studies

Washington, DC

2007 – 2011

Leadership: President of Women’s Club Lacrosse (2010 – 2011); Senior Class Committee (2010 – 2011)

Study Abroad: Semester at Georgetown’s Villa Le Balze in Florence, Italy (2009)

EXPERIENCE

MOMENTUM WORLDWIDE

Senior Account Executive

Account Executive

New York, NY

2015 – 2016

2014 – 2015

Leadership and Client Relationship Management

Managed six direct reports to establish relationships with high profile clients across financial and technology industries.

Recommended growth of team structure, including hiring additional account team members, while managing $3.5M budget

parameters. Resulted in 20% increase in retained scope for core agency business.

Managed remote staff and programming for three premium, award-winning American Express OPEN® Business Lounges in

New York, Las Vegas and Chicago. Resulted in 17% lift in Lounge attendance.

Strategic Thinking and Analytics

Analyzed American Express OPEN Trade Show and OPEN® Business Lounge account to identify opportunities for growth

in Card acquisition, lead generation, Cardmember retention and brand messaging.

Recommended strategic realignment to senior client stakeholders. Resulted in 39% increase in lead generation, 21% lift in

acquisition at five major trade shows with 100K attendance and five industry awards.

Teamwork and Project Management

Partnered with internal and external creative, digital, UX design and production teams to plan and execute high impact

experiential activations on budget for multiple Fortune 100 clients.

Coordinated national and geo-targeted marketing and logistics for sold-out concert series at Super Bowl 50 promoting

Verizon’s go90 streaming app. Resulted in 36% lift in viewers during livestream, 95K social posts, and 520M impressions.

Led cross-functional strategy and execution for ZTE press conference and booth experience at 2015 Consumer Electronics

Show. Resulted in press conference with 200+ attendees, thousands of booth visitors and media impressions and included in

Time Magazine’s Top 15 Props at CES.

URBAN LAND INSTITUTE

Senior Associate, Meetings & Events

Associate, Development & Foundation

Washington, DC

2014 – 2014

2011 – 2014

Development and Executive Presence

Created sponsorship levels, benefits and marketing campaigns and managed over 300 sponsors for two annual meetings of

7,000 attendees and five conferences with target revenue goals from $100K to $3M. Resulted in record $3M raised in 2013.

Worked with C-suite executive members to create and fund sponsored initiatives to support sustainability and land use.

Planned 2013 ULI Lifetime Achievement Gala honoring U.S. Secretary of Commerce with attendance of 500 stakeholders.


Interests: Traveled to twenty countries, fly-fishing in Montana, lacrosse, skiing in Colorado and Vermont, ice hockey

Community Involvement: No Kid Hungry’s Taste of the Nation, an annual fundraiser with 1,000+ attendees, dedicated to

ending childhood hunger in the U.S. (2015 – 2016)

MENGNING (CHLOE) MA 201 South 25

th Street, Philadelphia, PA 19103 | 347-813-1612 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Finance

Philadelphia, PA

2016-2018

Member of Wharton’s General Management Club, Tech Club and Healthcare Club

Social Board VP of Wharton’s Greater China Club and Communication VP of Asia Club

COLUMBIA UNIVERSITY

Master of Arts; Majors in Economics and Education

New York, NY

2011-2013

Vice President of External Relations for Columbia Partnership for International Development (CUPID)

FUDAN UNIVERSITY Shanghai, China

Bachelor of Arts; Majors in Diplomacy and English 2007-2011

Received Outstanding Graduate Student Honors

Lead volunteer at an orphanage for disabled children; participated in run for charity event and classroom renovation effort

EXPERIENCE

MCKINSEY & COMPANY

Senior Research Analyst

Shanghai, China

2013-2016

Partnered with a $30B Korean beauty care company in developing retail format; collected geolocation data and shopping

mall brand list for brand environment analysis, chose indicators to identify top areas, and conducted correlation test

Served the leading pharmaceutical company to launch a new consumer health product with 20M revenue growth

Developed $30M revenue growth strategy for a Korean consumer company including key competitiveness factors

benchmark, market entry strategy redefining and special distribution channels reassessment

Conducted dual diligence for a $10M investment in a Korean beauty brand company, identifying its success drivers, pressure

testing sustainability of the performance, validating its growth plans and summarizing key requirements for growth

Served a US consumer healthcare company on go-to-market and growth strategy for contact lens segment

Developed mid-tier channel strategy, identify e-commerce and retail concept stores, assess distributors, and initiate panel

discussions among local salesforce through market visits in tier three cities for a €24B European eyewear leader

Analyzed brand claims of laundry detergent products for a €30B European consumer company; analysis helped the client

successfully form a strategic partnership and launched the first innovative enzyme-based laundry detergent

Published white paper on the largest shopping festival in the world and earned strong feedback from client senior leadership

Mentored and helped to onboard new hires and interns; supervised work and wrote performance reviews

Initiated training program for junior analysts; designed curriculum and earned 100% positive feedback

UNESCO

Program Assistant

Bangkok, Thailand

2013

Published “What Skills for the World of Work: Studies Discuss” for UNESCO journal

Conducted analysis on three key homeschooling issues and drafted 20-page policy brief for Ministries of ASEAN countries

Migrated knowledge portal to new platform with 300+ education experts, 50+ institutions and several discussion groups

UNITED NATIONS DEVELOPMENT PROGRAMME

Intern, Energy & Environment Group

New York, NY

2012

Published 10 case studies on community-based sustainable development that were incorporated into high-level policy papers

Coordinated 10-day meeting in Brazil, providing 30 presentations on sustainable development for 150 country participants

Managed logistics and follow-up efforts with 60 focal points from winning organizations with $20K UNDP grants


Semester at Sea: Participated in 109-day study voyage across 11 countries and was awarded $20K scholarship from C.Y.

Tung Sino-US Foundation; delivered speech to 500+ peers and faculty and was interviewed in Sino-US documentary as a

cultural ambassador

Languages: Native speaker of Chinese

Interests: Chinese zither (amateur, a traditional Chinese musical instrument), baking

LAUREN JULIA MARION 257 S. 16th Street, Apt 7D, Philadelphia, PA 19102


EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Entrepreneurial Management

Philadelphia, PA

2016-2018 • Board member of Innovation & Design, and member of Tech, Business Analytics and Entrepreneurship Clubs • Supplementing Wharton curriculum with product design classes at the University of Pennsylvania School of Design COLUMBIA COLLEGE, COLUMBIA UNIVERSITY Bachelor of Arts with a dual major in Art History and Economics

New York, NY

2007-2011 • Dean’s List of Columbia College and All-American Student Scholar Athlete • Captain of Columbia University’s Women’s Archery, an NCAA division I team that won multiple national championships

EXPERIENCE

ACCENTURE Consultant, Information and Analytics Strategy

New York, NY

2014-2016 • Led Big Data & analytics transformation strategy at a top five credit card issuer, resulting in triple the number of analytics use

cases and an additional 1,400 self-service analytics users across 11 countries • Coordinated agile development across four time zones of a Big Data Platform, mitigating issues between business and

technology team of 40+ people through prioritizing software development to meet evolving leadership requirements • Managed international team of data scientists to build a set of analytics rules that more than doubled the identification of

fraudulent expenses within Accenture and was leveraged to sell expense fraud work to other firms • Developed analytics strategy for the CIO of a top global hotel brand to better identify insights into fraudulent customer and

employee behaviors through collection and analysis of disparate data sources across the enterprise OPERA SOLUTIONS Associate, Analytics Strategy Business Analyst

New York, NY

2013-2014 2011-2013

• Led management of a hospital system bad debt portfolio with over 200 collections agents and $1.3B of receivables by working directly with senior leadership; uncovered over $10M in savings by identifying mismanaged accounts via analytics

• Managed development of credit line increase models for a top 5 global credit card issuer using population clustering, isotonic binning and non-linear regression, that reduced planned credit line exposure by 50% without a decline in profits

• Collaborated with a team of six analytics specialists in Shanghai to build four targeted marketing models that optimized product offerings per customer, resulting in $6MM of incremental revenue

• Guided product development of a collections recommender engine that utilized unstructured data analysis to optimize channel, offer and treatment recommendations in real time for collectors, resulting in a 10% uplift in performance

• Selected by senior leadership out of all analysts to help drive a highly visible initiative that developed an analytics playbook and roadmap, detailing Big Data infrastructure needs and common analytics opportunities across enterprises

NBC UNIVERSAL DIGITAL MEDIA Intern, Digital Marketing Team

New York, NY

2010-2011 • Led in-depth research on competitor online content and digital marketing strategies to identify gaps in advertising offerings • Worked on script for Jimmy Fallon to pitch new digital marketing opportunities to top advertisers


VOLUNTEER EXPERIENCE City Harvest, Volunteer Greenmarket Rescue Leader 2013 - 2016 • Led volunteers through farmer’s market rescues that collect surplus produce for distribution to New York food banks Positive Love, International Volunteer 2016 • Lived in Tanzania for a month, teaching business skills to HIV positive women and helping lead HIV education initiative

• Skills: Expert knowledge of Microsoft Office, SQL, Photoshop and Adobe Lightroom • Interests: Product design, contemporary art, clean-tech innovation, beautifully designed user experiences, zero-waste living

ELIZABETH MATIS 201 S 18th Street, Apt 1220


203-767-0598

[email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Finance and Entrepreneurial Management

Philadelphia, PA

2016-2018

Entrepreneurship Club, VP of Conference: Lead marketing and sponsorship efforts for annual UNconvention Conference

Technology Club, VP of Treks: Liaise with tech companies to organize on-site visits for Wharton students

Yoga and Wellness Club, VP of Program Development: Partner with local studios and companies to plan student events

Member of General Management Club, Wine Club and Wildman Hockey Club

UNIVERSITY OF PENNSYLVANIA

Bachelor of Arts; Major in Economics, Minor in International Relations

Philadelphia, PA

2009-2013

Summa cum laude, Dean’s List (2009-2012)

Actively involved in Penn International Business Volunteers, Economics Teaching Department, Alpha Chi Omega

EXPERIENCE

CAPITAL ONE

Business Manager of Digital Partnerships for US Card

McLean, VA

2015-2016

Negotiated renewal of Uber partnership and launched Uber’s first-ever loyalty program exclusively for Capital One

customers; led cross-functional team of 20+ employees across brand, finance and operations to create multi-channel

marketing plan and build product API; engaged over 300K customers in program and generated potential $10 million in NPV

from new customer acquisition

Negotiated partnership with HotelTonight for Capital One Venture product; conducted primary research and customer

interviews to drive innovation in partnership structure; worked with legal team and senior executives to draft and execute

exclusive eight-month contract

Led comprehensive cost-benefit analysis of first digital partnership pilot with Uber; demonstrated meaningful lift in brand

equities and identified break-even revenue drivers to create business case for partnership and secure continued investments

Co-founded and gained executive sponsorship for Women Analyst Pro-Bono Consulting Organization; solicited project

proposals from non-profits, recruited female analysts, and matched applicants to projects; advised six pro-bono teams of 30

analysts while aiding non-profits in fundraising, cost-efficiency improvements and program development

Led diversity strategy for UPenn campus recruiting; developed sponsor relationships with UPenn diversity groups and

organized on-campus events such as information sessions and case workshops to increase brand awareness; initiated

interview mentorship process, increasing candidate pass rates by 30%

Senior Business Analyst of Cobrand Card Partnerships

2013-2015

Led General Motors BuyPower Card monthly direct mail acquisition campaigns; coordinated execution across brand,

targeting services and operations; analyzed campaign effectiveness and made recommendation to leadership for a new

targeting framework that increased response rates and campaign profitability by 50%

Monitored risk and usage trends for portfolio of Private Label Credit Card assets and presented findings to senior leadership;

discovered issue with credit policy driving lower Internet approval rates and implemented fix to prevent contract breach

Introduced new opportunities for automation and quality control in risk management and reporting processes, reducing

monitoring bandwidth by over 50%

Co-founded Partnerships Training Organization; lobbied senior leadership for sponsorship and launched ongoing 10-course

curriculum for 20 new-hires including networking events and executive speakers


Interests: CorePower Yoga fitness instructor, 200-hr yoga certification holder, traveler to Spanish-speaking countries

Technical skills: Proficient in SQL, SAS and JMP

Languages: Proficient in Spanish

ANGELA MENG 341 S. Smedley St | Philadelphia, PA 19103 | 925-683-9685 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Marketing and Strategic Management

Philadelphia, PA

2016 – 2018 • Activities: Coffee Chat Director in Marketing Club, Art Club, Boxing, Women’s Rugby • Selected as one of 26 paid consultants for Wharton Small Business Development Center; worked on 2-person team for a

$10M lawn fertilizing company on marketing strategy and operations analysis SWARTHMORE COLLEGE Bachelor of Arts in Economics and Sociology & Anthropology

Swarthmore, PA

2008 – 2012 • Graduated with High Honors; GPA: 3.8 / 4.0 • Recipient of Philips Evans Scholarship and Intercultural Center Lifetime Award for Community Service and Leadership • Chair of Social Affairs Committee; President of Swarthmore Asian Organization; Events Advisor on Student Council

EXPERIENCE ANTHROPOLOGIE Senior Analyst, Customer Insights Analyst, Customer Insights

Philadelphia, PA

2016 2014 – 2016

Strategic Thinking and Analytical Skills

• Generated incremental sales of $223K over 3-day promotion by initiating and implementing A/B email content test based on customer segmentation and channel purchasing behavior

• Produced $100K+ in annual sales and convinced CEO to launch BHLDN wedding line in Portland market by identifying cross-brand purchasing behavior and quantifying incremental effect of wedding customers on Anthropologie sales

• Saved $5.1M in annual lease expenditures and supported decision to close NYC store; projected net gains and losses of 5 other store closures/relocations by examining cross-channel shopping behavior and estimating store cannibalization rates

Leadership and Teamwork • Spearheaded in-depth project on behavioral differences between retail and online customers; presented results to CEO &

COO, initiating strategic re-design of marketing tactics for customer acquisition and retention • Conceptualized and created innovative Python program to track competitors’ promotions and merchandising strategy; met

with 7 cross-functional teams and delivered tailored solution for their needs • Managed and mentored 2 six-month interns; developed and directed SQL training for 8 team members Customer Research • Drove 60%+ increase in new Petites shops and devised geographic customer segmentation analysis to evaluate optimal retail

markets for 8 product assortment expansions; translated complex CRM data into simple, actionable recommendations • Devised promotion strategies based on building customer profiles in 14 product categories in collaboration with apparel and

accessories teams; analyzed customers’ cross-category purchases, geography, demographics, and top acquisition products CORNERSTONE RESEARCH Senior Analyst Analyst

New York, NY

2014 2012 – 2014

• Created regression models and conducted statistical sensitivity analyses to predict default rates in residential mortgage-backed securities; report analyses saved client $745M in damages liability

• Saved client $230M in damages liability by evaluating internal financial projections of expected cash flows and sizing competitive market for $1B pipeline pharmaceutical drug

• Led 20-member team and managed $60K budget to promote office culture and community as Chair of Social Committee


• Interests: Biking – 1,500+ miles in 2016, DIY crafts and sewing clothes (projects include IKEA hacks, winter coat, holiday cards, and family sweaters), Greek mythology, long-form New Yorker articles

• National Asian-Pacific American Women’s Forum: Co-founder/Board Member of Philadelphia Chapter; Professional Development Chair for NYC Chapter (raised $1K in revenue through Financial Literacy and Negotiation workshops)

• Skills: SQL, SAS, Stata, Python, R, Tableau • Languages: Conversational Mandarin

SID MENON 2101 Chestnut Street, Apt 1214, Philadelphia, PA 19103


EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Strategic Management

Philadelphia, PA

2016 – 2018 • Member of Wharton’s Energy Club, Sports Business Club, and Storytellers Club NEW YORK UNIVERSITY Bachelor of Arts; Major in Economics; Minor in Business

New York, NY

2008 – 2012 • Major GPA – 3.59, Cumulative GPA – 3.49

EXPERIENCE

MOODY’S INVESTORS SERVICE Associate Analyst 1 Associate Analyst 2 Associate Analyst 3

New York, NY

2015 – 2016 2014 – 2015 2012 – 2014

• Co-developed the primary methodology used to assess credit risk in the international regulated utilities energy sector; collaborated

with Managing Directors and teams in the Americas, Asia, and Europe to test and refine proposed changes; built a methodology scorecard and trained teams in its use; enhanced the rating accuracy of over 300 energy companies and $730 billion of rated debt

• Monitored a portfolio of over 30 energy companies in the US with more than $50 billion in rated debt; discussed corporate strategy, industry developments, and financial performance with C-suite executives of Fortune 500 energy companies; structured rating committee memorandums after examining SEC filings, analyzing financial statements, and conducting energy sector research; presented rating recommendations and rationales to Managing Directors in internal meetings

• Analyzed the credit impact of a controversial nuclear plant closure which attracted heavy investor interest; conveyed credit implications to the company’s senior management team; authored an Issuer Comment to inform the investor community regarding Moody’s stance, which was thereafter referenced in The Boston Globe and Nuclear Intelligence Weekly

• Drafted and published Industry Outlooks, Press Releases, and Credit Opinions; surpassed individual research publication targets by nearly twofold both in 2014 and 2015

• Trained four newly-hired Associate Analysts on Moody’s Compliance processes, contributing to a reduction of internal audit error findings by almost half in Q3 2015, compared to each of the previous two quarters


Wharton – Guiding Undergraduates in their Development and Education (GUIDE), Mentor 2016 – Present • Support and advise Wharton undergraduates through the hurdles of academics and recruiting The Moody’s Foundation, Mentor 2015 • Counseled a Summer Intern within Moody’s Analytics over the course of his 10-week internship Hugh O’Brien Youth Leadership Seminar, Senior Facilitator 2012 & 2013 • Spearheaded leadership-training workshops for selectively chosen groups of high school sophomores

NYU Residential Life & Housing Services, Resident Assistant 2011 – 2012 • Devised connectivity events and mediated during roommate conflicts for approximately 750 NYU freshmen NYU Florence Office of Student Life, Resident Assistant 2010 • Enhanced the study-abroad experience in Italy for approximately 400 NYU and Duke undergraduates Personal • Led a semi-professional basketball team in scoring in the American Professional Basketball League (APBL) • Chocolate enthusiast and avid cyclist

ANA LUIZA GODOY RAFFOUL MOKODSI 2020 Walnut St, Apt 5E


240-608-0413 – [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA

Master of Business Administration Candidate, Major in Marketing & Operations

Master of International Studies Candidate, Concentration: Europe

Philadelphia, PA

2016-2018

Director of Member’s Education at Wharton’s Consulting Club

Consultant at Wharton Community Consultants – Project: Rock to the Future. Supporting music school to expand into a

second building in Philadelphia looking at new sources of revenues stream

Member of Wharton’s Latin America Students Association, Wharton Charity Fashion Show, Wharton Retail Club and

Wharton Boxing Club

ESCOLA DE ADMINISTRAÇÃO DE EMPRESAS DE SÃO PAULO –

FUNDAÇÃO GETÚLIO VARGAS

Bachelor of Arts in Business Administration, Major in Finance, International Economics and Marketing

São Paulo, Brazil

2005-2009

Marketing and Strategy Teacher’s Assistant

International Students Reception Committee – Buddy Program

EXPERIENCE

ING BANK NV

Trade & Commodity Finance (TCF) Associate

São Paulo, Brazil

2011-2016

Managed relationship with commodity traders and producers, with a lending portfolio with annual revenues over $3.0MM.

Resumed relationship with one of the main players in the Sugar industry by structuring the first unsecured long-term export

prepayment facility after ING’s restructuring in Brazil, generating revenues over $1.0MM in the first year of relationship.

Assisted Senior Bankers in developing transaction structures and negotiating critical agreements – including term sheets,

export prepayment finance agreements, and ISDA master agreements – on deals generating over $15.0MM in revenues over

the past two years.

Conducted comprehensive analysis of players in the agribusiness sector including financial statement analysis, financial

forecasts and management due diligence in order to determine credit profile soundness.

Managed one analyst and two trainees, focused on credit analysis and presentations for internal and client meetings.

Developed sector and comparable company analysis to determine portfolio approach.

Oct-Nov/2013 – Job rotation in TCF offices in ING Amsterdam, Rotterdam, and Geneva – collaborated to strengthen the

partnership between Brazil and senior management teams in Europe.

Dec/2013 - Intensive one-month training in the Risk Management department in Amsterdam.

Aug/2015-Feb/2016 – Short-term assignment at ING Capital LLC assisting in the establishment of ING’s new TCF Office in

New York (TCF-NY). Managed the first two soft-commodity deals for TCF-NY generating revenues of over $2MM.

RB CAPITAL S.A.

Analyst

São Paulo, Brazil

2009-2010

Ran business, financial, accounting, and legal diligence processes for the eight partner cattle farms at the agricultural

platform, Bravo Beef S.A. (a joint venture between Merrill Lynch and RB Capital S.A.).

Worked with Controllership and PWC in the rectification of inconsistencies in the 2008 Bravo Beef’s financial statements

and elaboration of 2009 financials.

Reorganized payments routine in order to minimize cash drains and structured and sold debt titles for cash flow financing.


Interests: Magic-realism literature, fiction writing, French cinema, indoor cycling, boxing, volunteering through fashion

projects, and Asian-fusion restaurants.

Positions: Member of ING’s Sustainability Team, INSERT, which is engaged in educational projects in São Paulo

surroundings. Collaborated with the establishment of the partnership between ING and Instituto André Franco Vive, an NGO

that offers after-school complementary classes for underprivileged children and adolescents in the North region of São Paulo.

Languages: Native speaker of Portuguese; Fluent in English and French; Conversational in Spanish

OLIVIA K. MORRISSEY 2116 Chestnut Street, Apt 2901 Philadelphia, PA 19103


EDUCATION



Philadelphia, PA

2016-2018

Leadership: General Management Club Director of Career Development; Social Impact Club Director of Social Impact

Conference; Wharton GUIDE Mentor for undergraduate Wharton students

GMAT: 740

GEORGETOWN UNIVERSITY

Bachelor of Arts; Majors in English & Economics; Magna Cum Laude

Washington, DC

2009-2013

Leadership: President of Hilltop Consultants (student-run consulting group focused on nonprofits)

Awarded The Quicksall Medal for best undergraduate essay on Shakespearean drama

EXPERIENCE


Consultant

Associate

Summer Associate

New York, NY

2015-2016

2013-2015

2012

Core Member of Strategy Practice Group; Topic Expert in Business Model Innovation

Ambassadorship to BCG Strategy Practice: Worked directly with North America's Head of Strategy to support Business

Model Innovation topic. Devised commercial program to help companies improve service offerings. Supported >40 BCG

case teams working with clients to develop alternative business models. Designed and managed first BCG-wide competition

to speak at 2015 TED@BCG event

Transformation execution for $5BN facilities services provider: Worked directly with C-suite executives in redesign of HR

and IT groups. Led team of three senior level HR clients through redesign process to transform HR team into business

partners for operations group whilst reducing costs by 10%. Simultaneously worked directly with CCO to coordinate change

management effort and draft internal communications during transformation. ~12 months into transformation effort,

company’s stock reached all-time high and Board approved continued BCG support for additional 15 months

2020 strategy for $5BN facilities services provider: Built financial model to identify opportunities to restructure organisation

along most profitable industry lines and streamline service offerings. Analysis served as foundation for decision to sell one of

four service divisions and restructure remaining services along industry lines to offer customers integrated solutions. Worked

directly with C-suite executives to develop internal and external communications on new strategy

Due diligence for $600M+ nonprofit: Evaluated M&A opportunity in the literacy space. Built financial model to estimate

cash needs for integration and project running costs

2020 strategy for international children's nonprofit: Wrote, executed and analysed donor survey (N=~1100) to understand

individual donor giving behaviour. Identified most profitable donor segments to serve as basis for future marketing strategy

Digital strategy for newspaper & media holding company: Wrote, executed and analysed large consumer survey (N=~7500)

to understand consumer needs and preferences for new digital products. Identified most attractive offerings and designed

model to estimate profitability over 5 years

CABOT SQUARE CAPITAL

Summer Analyst

London, UK

2011

Created strategic social media plan for a home goods company. Presented recommendations to executive board, which

implemented proposals; as a result, company Facebook page followers increased by ~10x to 10,000

Executed portfolio-wide marketing benchmarking analysis highlighting opportunities for improvement and collaboration


Publications: Lindgardt, Z., Ridesic, S., Lawyer, P., Morrissey, O., (2015). Supercharge Your Services: Seven Innovation

Lessons From The Pros. BCG Perspectives.

Board service: Associate Board Member, Reading Partners, New York, NY

Technical skills: SPSS; Alteryx; Tableau; MS Office Suite (Word, Excel, PowerPoint)

Citizenship: US / UK citizenship

Interests include: theatre, creative writing, indoor rowing, flute playing, Pilates

PRAGYA NANDINI 2009 Pine Street APT 3F | Philadelphia, PA 19103 | 609-220-7235 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Business Analytics


• GMAT 750 • Member of Wharton’s Analytics Club, Consulting Club, Marketing Club, Global Impact Consultants, India Club GEORGE WASHINGTON UNIVERSITY Bachelor of Science in Economics, Minor in Statistics

Washington, D.C. 2008-2012

• President and Co-Founder of Givology@GW •

EXPERIENCE

NERA ECONOMIC CONSULTING, ANTITRUST AND COMPETITION PRACTICE Senior Analyst Analyst Associate Analyst Research Associate

New York, NY 2015–2016 2014–2015 2013–2014 2012–2013

• Evaluated major strategic acquisition for a consumer packaged goods company by determining the client’s post-merger optimal pricing strategies using Nielsen scanner data

• Led team of four researchers over six months, during antitrust discovery procedures, and in response to FTC inquiries surrounding the acquisition of a consumer packaged goods company valued at over $27.4 billion. Work led to success of transaction.

- Worked directly with VP and Senior VP of the practice. Developed price event studies and estimated the impact of short-term reductions in product prices on competitor market share by U.S. state

- Calculated market shares utilizing database of sales transactions with over 2 billion observations • Led team of 4 researchers over 7 months, during $800 million acquisition of an engineered wood products company, and in

response to Canadian Competition Bureau and Department of Justice inquiries - Developed analyses directly with the head of the practice that define the geographic product market by demonstrating

regional price responsiveness to market shocks and calculate lost sales required to discipline the merged entity • Designed survey methodology with researchers to demonstrate a lack of market penetration by the merged entity during the post-

merger DOJ investigation of a social marketing merger

Additional Contributions to the Firm • Revamped NERA professional development training, specific to technical skills and group-wide best practices in analysis and

Antitrust work product - Expanded best practices training to firm-wide training to ensure quality control across large projects and teams

spanning multiple locations • Recruited candidates for the post-undergraduate level, represented firm at career fairs, and interviewed for Researcher positions • Proposed new-hire mentorship program to senior staff and spearheaded program’s implementation • Designed and implemented project manager feedback forms, analyzed efficacy of project managers in developing and

motivating junior consulting staff, informed senior leadership of findings

DEPARTMENT OF COMMERCE, ECONOMICS AND STATISTICS ADMINISTRATION Assistant to the Chief Economist Economics Intern

Washington, D.C. Jun 2011-Apr 2012 Feb 2011-Jun 2011

• Reported directly to the Chief Economist and assisted all levels of economic and statistical research projects • Employed STATA and Excel to collect, compile and analyze data for drafting economic reports and briefings, including:

- Contributing to the “Intellectual Property Protection-Reliant” report on foreign trade and related sectors. Found that IP protection-reliant sectors fuel a significant portion of our international trade

- Evaluating European bond spreads, VIX and VDAX (volatility indices), an analysis utilized by White House and senior Department of Commerce officials to assess tumultuous nature of the financial markets during 2011 European financial crisis

ADDITIONAL INFORMATION • Interests: 19th century English literature, experiencing food cultures from around the world, culture of the South Asian diaspora • Languages: Basic fluency in Hindi • Skills: Advanced SAS, Intermediate STATA, Basic SQL

CHRISTINA K. NGUYEN 2101 Chestnut St, Unit 525


714-468-7346

[email protected]

EDUCATION


Master of Business Administration Candidate

Philadelphia, PA

2016-2018

Member of Wharton’s Community Consultants, Global Impact Consultants, Consulting Club, Public Speaking Club, Theater

Troupe, Wharton Asian American Association of MBAs, Southeast Asia Club, Boxing Club.

STANFORD UNIVERSITY

Bachelor of Arts in Economics, Major in Economics, Minor in Political Science

Stanford, CA

2006-2010

Staff writer and columnist for The Stanford Daily, Stanford’s most read student publication. Covered football, men’s

volleyball, and men’s swim and dive.

EXPERIENCE

WHARTON SMALL BUSINESS DEVELOPMENT CENTER

Consultant

Philadelphia, CA

2016-Present

Provide consulting services to Philadelphia-based small businesses related to growth and expansion.

Identifying and analyzing 10 target geographic markets for real-estate brokerage firm/search engine.

DAVID TAUSSIG & ASSOCIATES, INC.

Senior Associate

Associate, Senior Analyst, Analyst

Newport Beach, CA

2010-2016

Provided consulting services to public and private sector clients across California, including the Department of Water Resources,

County of Orange, and City of Los Angeles. Supported all aspects of the formation, bonding, and administration of programs to

finance public infrastructure and services, and energy efficiency projects.

Led six-person team in the calculation, levy, and enrollment of over $200 million in property tax assessments on over

100,000 parcels in 160 taxing districts in FY 2015-2016.

Established the use of property tax assessments to finance energy-efficiency improvements in 37 counties in California,

facilitating the funding of over $1 billion in improvements.

Provided financing district data and analysis and collaborated with financing team on municipal bond issuances, resulting in

refunding and new money issuances totaling $347 million in 2015.

Created tax spread analyses to project maximum tax rates and bonding capacity for the formation of special districts to

finance public infrastructure. Notable resultant districts include:

City of Los Angeles CFD No. 9 is expected to provide $62.5 million for streetcar facilities.

Santa Margarita Water District CFD No. 2013-1 provided $57.4 million for water facilities.

Established utility service rates to finance capital improvement projects. Notable rate programs include:

Sewer rates for City of Pacific Grove for FY 2014-2015 through FY 2019-2020 approved in 2014.

STANFORD STUDENT ENTERPRISES, CAPITAL GROUP

Director

Funding Coordinator, Banking Associate

Stanford, CA

2007-2010

Managed student-run organization that oversees the investment, distribution, and usage of over $13 million in funds.

Directed four managers in their respective divisions - Banking, Funding, Investments, and eCommerce.

Developed and implemented virtual banking and funding tutorials to improve website navigation.

Extended banking and ecommerce services to new student groups, graduate schools, academic departments.

Coordinated with the Associated Students of Stanford University and over 400 student groups to ensure the timely

availability and proper usage of $2.1 million in funding.


Interests: Yoga (Level 2 Ashtanga Practitioner), Tennis, Golf, Boxing

Positions: Urban Land Institute Technical Assistance Panelist, Asian Professional Exchange Chair of Corporate Relations

Languages: Limited working proficiency in Spanish, Elementary proficiency in Vietnamese

OLIVER PALLEY 1706 Locust St FL 2 • Philadelphia, PA 19103

215-459-0046 • [email protected]

EDUCATION



Philadelphia, PA

2016-2018

Leadership: Director, Careers & Sponsorship, Out4Biz | Director, Career Development, Wharton Tech Club

Mentorship: GUIDE Mentor – Mentor one Wharton Undergrad Student through career development and recruiting

Membership: Analytics Club, Consulting Club, FinTech Club, Marketing Club, Mountaineering & Outdoors, Storytellers

UNIVERSITY OF PENNSYLVANIA

Bachelor of Arts, Major in Psychology, Minors in French and Consumer Psychology

Philadelphia, PA

2008-2012

Honors: Dean’s List 2010-2012; Pi Delta Phi, French National Honor Society, UPenn Chapter

Leadership: Treasurer, Assembly of International Students; Social Chair, Sigma Alpha Mu; Chair, French Advisory Board

Study Abroad: Penn-In-Tours, Tours, France; Summer 2009

EXPERIENCE

AMERICAN EXPRESS

Senior Analyst – Marketing Strategy

New York, NY

2014-2016

Awards: Winner of the Global Consumer Services Group President’s Excellence Award, among top 3% of Amex Employees

Developed “Share of Wallet” strategy initiatives to shift customer usage from competitor to American Express products

o Managed three data analysts in Gurgaon, India to create spend propensity models that enhanced segmentation capabilities

o Led E2E strategy & execution of Spend Consolidation Loyalty Pilot; generated $73MM in spend with 1046% ROI

o Executed Spend Diversification Pilot, 1st omni-channel loyalty spend campaign; increased offers accepted by 33%

o Led Project Management with engineering for Right Carding Strategy to product migrate 1.9MM accounts with 595% ROI

o Owned 2015 Q4 Shop Small Consumer Campaign; activated 68k new spenders and generated $60MM in Spend Impact

Designed “Win The Wallet” performance tracking scorecard and fact file for Executive VP, US Consumer Marketing

o Presented monthly results and initiatives progress to 20-person Strategic & Marketing Planning team

o Created custom decks used by executive vice president to track monthly Win the Wallet results and trends

Lead Analyst, AMEX PRIDE Business Development Committee: created strategy for Amex/Marriott offer partnership

BAV CONSULTING

Senior Analyst – Brand Strategy

Analyst – Brand Strategy

New York, NY

2014-2014

2012-2014

Analyzed American Express Global Brand by conducting dimension reduction analysis with corresponding regression

analysis, leveraging BrandAsset® Valuator Panel Database, to build custom factor structure informing brand equity campaign

Created global brand health analysis that Amex CMO presented to Investors at August 2013 Financial Community Meeting

Led a team of six employees to create mentorship system and new hire on-boarding curriculum, used to train 3 analyst classes

Presented BAV Methodology and Capabilities to 50-person intern class at annual Young & Rubicam Corporate Presentation

CBX STRATEGIC BRANDING

Intern – Brand Strategy

New York, NY

2011-2011

Analyzed consumer research that drove brand ideation and renaming of Amway Glister Multi-Action Fluoride toothpaste

Developed an innovation and ideation session that led to redesigned Uncle Ben’s Rice in-store marketing aisle strategy

Co-Led new business pitches for brand positioning and package design for PepsiCo Sobe Lifewater


Interests: Asian Fusion Cooking, Contemporary British Theatre, Mountain Hiking, Off-Piste Skiing, Wearable Technology

Volunteer: American Cancer Society, Animal Haven, Susan G. Komen Breast Cancer

Alumni Representative, UPenn: Interviewed four applicants a year, and promoted annual Benjamin Franklin Society events

Languages: Business Proficiency in French. Dual UK and US Citizen

Travel: Avid Travel Hacker, adventures include Japan Journey, Perito Moreno Glacier, Safari in South Africa, Turkish Trek

Coding Skills: Advanced: Excel, Tableau; Proficient: JMP, SPSS, SQL, XL Stat; Basic: Python

ISABELLE PAN 2020 Walnut St – Apt 23F



EDUCATION



Philadelphia, PA

2016-2018

Leadership: Wharton GUIDE (Wharton undergraduate mentorship program)

Wharton Community Consultants: Restructuring solar outreach program budget based on revenue/cost analysis to

establish a self-sustaining program structure

GMAT 750

CARNEGIE MELLON UNIVERSITY

Bachelor of Science in Decision Science, Additional Major in Business Administration

Pittsburgh, PA

2008-2012

University Honors (GPA 3.76); Sciences and Humanities Scholar Program; Dean’s List; Senior Leadership Award

President of Kappa Kappa Gamma, Carnegie Mellon University’s Greek President of the Year (2011)

EXPERIENCE

ACCENTURE

Management Consultant

New York, NY

2014-2016

Co-led the development of a new Life Sciences Supply Chain client offering for supply chain security and visibility;

projected to win $17M client contracts in 2016

Created and implemented global logistics and distribution processes for 12,500+ products at top pharmaceutical

manufacturer’s logistics providers to ensure compliance with international health and safety regulations

Defined top pharmaceutical corporation’s strategies and operating models with VP-level clients to enable global supply

continuity business processes and packaging technologies at 24 global manufacturing plants, distributing 6,000+ products

Collaborated with teams of three to five analysts, consultants, and managers to create client project proposals; resulted in

four new statements of work in 2016

Received award for top quarterly performer on a 1,500-person account twice (2015, 2016) and for client account engagement

contributions (2016)

Technology Consultant 2014-2014

Technology Senior Analyst 2013-2014

Technology Analyst 2012-2013

Devised project performance indicators for a new technology adopted by 3,000+ users to enable senior decision-making and

led an offshore team of twelve to regularly deliver these program metrics

Managed 20 concurrent implementation projects across business, engineering, and technology workstreams at eight

pharmaceutical manufacturing plants to ensure timely project completion

Developed implementation strategies to support the successful completion of 400+ technology implementations over five

years at a top pharmaceutical manufacturer

Reconciled and analyzed system data to drive an international governing organization’s technology adoption, service

delivery, and talent and organization strategies

Defined processes and built tools for post-implementation support and led external training efforts for 100+ support members

across the US, Europe, and Africa

Programmed and automated reporting to eliminate the project team from generating three hours of daily manual reporting


Interests: Hunter/jumper equestrian, yoga and Pilates (currently pursuing Pilates teaching certification)

Languages: Mandarin (conversational), Spanish (conversational)

ELIZABETH PARSONS 301 South 19

th Street., Apartment 15A, Philadelphia, PA 19103 | 773-456-3177 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Marketing & Operations Management

Philadelphia, PA

2016-2018

Recipient of Wharton Fellowship for “exceptional professional, academic and personal achievement”

Leadership Representative for Cluster Council; Member Education Director for Consulting Club

Member of Wharton Consulting Club, Marketing Club, General Management Club, and Wildmen Hockey

PRINCETON UNIVERSITY

Bachelor of Arts in History

Princeton, NJ

2007-2011

Graduated magna cum laude

Awarded C.O. Joline Prize in American History for senior thesis: “Empire State of Mind, Body, and Spirit: World War I,

Christian Empire, and Collaboration between the Young Men’s Christian Association and Princeton University, 1917”

EXPERIENCE

ROSETTA | Growth-focused strategy consulting firm and digital advertising agency

Manager, Rosetta Consulting

Senior Associate, Rosetta Consulting

Associate, Rosetta Consulting

New York, NY

2014-2016

2013-2014

2011-2013 Managed marketing strategy engagements to transform customer targeting, brand positioning, and product launch strategy

Promoted off-cycle to typical post-MBA role based on exemplary performance before any other members of incoming class

Client Relationship Management & Project Leadership

Led end-to-end brand repositioning and new product line launch strategy for health and wellness brand Zarbee’s Naturals,

owning relationship with CEO and CMO, selling and executing 10+ projects over 18 months, and supervising team of 1-2

direct reports; client relationship contributed more than $500K in Rosetta revenue

Cultivated strong client relationship with direct-to-consumer marketing lead for injectable schizophrenia medication Abilify

Maintena; executed 5 distinct pre-launch market assessments over 12 months, including project scoping, vendor

management, survey writing, analysis, and presentation

Designed framework for and facilitated 2-day innovation workshop with 30+ Wells Fargo senior executives to develop a new

value proposition and positioning for ultra-high net worth credit card; takeaways resulted in revised value proposition for new

card which launched in spring 2016

Quantitative Analysis & Project Execution

Conducted 11-country, 600+ respondent physician segmentation for global launch of Abilify Maintena, overseeing survey

development, analysis, and presentation development, and directly responsible for managing clients in US and Denmark

Pioneered process for segmentation roll-out, presenting findings to 200+ sales representatives at summit in Barcelona and

successfully pitching over $100K in additional work, including building a sales tool for on-demand customer segmentation

Developed deep market segmentation expertise and familiarity with integrating quantitative primary and secondary data

sources, leading additional CPG segmentations with 2000+ sample size and healthcare segmentations with 400+ physician,

patient and caregivers

Oversaw extensive ROI modeling project to design a high-impact direct-to-consumer US marketing plan for Abilify

Maintena, advising brand team on tactical deployment to maximize limited budget

Teamwork & Internal Innovation

Managed internal effort to redesign and differentiate Rosetta’s customer decision journey approach, one of the brand’s two

core offerings; piloted initial rollouts for Samsung’s mobile devices and GoPro wearable cameras and relied on as expert

while pitching 5+ additional opportunities

Controlled internal budgets for largest consulting client, coordinating across 40 different projects and 7 senior team leaders

and responsible for over 50% of annual consulting revenue; streamlined and revamped complicated process and built

extensive training module to facilitate role transition

ADDITIONAL INFORMATION Interests: Long distance bicyclist; Avid hiker; Shuffleboard enthusiast; Chicago White Sox fan

Undergraduate Positions: Program Coordinator, Breakout Princeton Civic Action Break Trips; Career Peer Advisor

Languages: French (proficient); Arabic (basic skills)

VIRGINIA POWELL 1616 Walnut Street, #1406 | Philadelphia, PA 19103


EDUCATION


Master of Business Administration Candidate; Major in Marketing and Strategic Management

Philadelphia, PA

2016-2018

Member of Retail Club, Wharton Women In Business (WWIB), Marketing Club, General Management

Wharton Women’s Summit 2016 Conference Board (Content Committee), WWIB Undergraduate Mentor

TULANE UNIVERSITY

Bachelor of Arts in Gender Studies, Art History; magna cum laude with Departmental Honors

New Orleans, LA

2006-2010

Senior Honors Scholar Awards – Selected as the Top Student in the Gender Studies and Art History Departments

Shelley W. Coverman Memorial Award – For outstanding capacity to undertake meaningful research in Honors Thesis &

Newcomb Center for Research on Women Independent Case Study, “Women’s Leadership in Post-Katrina New Orleans”

EXPERIENCE

CONDÉ NAST / ADVANCE PUBLICATIONS, INC.

Associate Manager, Strategic Projects, Corporate Development

Associate Manager, Global Development

New York, NY

2016

2014-2015

Strategic Thinking & Analysis

Developed inbound acquisition pipeline; identified, evaluated, and screened 50+ M&A targets (e.g. digital & mobile

commerce, content, services) based on revenue potential, brand/customer alignment, and channel synergies

Reconciled incompatible revenue data from 145+ internal brands across 30 global markets; resulted in first global assessment

of top advertisers’ spend with Condé Nast; enabled division President to identify $1M+ revenue opportunities

Conducted comparative study of 16 business accelerators and incubators, presented to CEO and Executive Team; resulted in

formation of Innovation Taskforce to evaluate benefits/risks of launching a business accelerator

Project Leadership & Management

Led operational build-out of Global Development division: established NYC and Paris office locations, directed successful

activation of cross-functional internal communications and operational systems, on-boarded eight new hires

Created and tracked detailed project plans as part of cross-functional Innovation Taskforce; designed a tactical framework to

identify and screen new products, services, and business ideas

Marketing & Branding

Developed firm’s first globally-integrated client spend proposals for luxury goods brands (Tod’s, Valentino) by synthesizing

digital, social, and experiential advertising opportunities at Condé Nast’s U.S. & European title brands

Spearheaded initial branding for Condé Nast’s business accelerator; directed relationships with creative marketing

consultants; corrected misaligned deliverables and potential budget overruns

FAIRCHILD FASHION MEDIA (Former Condé Nast unit publishing WWD, Style.com, Beauty Inc)

Executive Assistant to the President & CEO

New York, NY

2010-2014

Market Research & Consumer Insights

Provided “Chief of Staff” support to CEO: maintained in-depth knowledge of luxury, beauty, fashion, and retail industries,

companies and consumers; curated analytic client reports to target advertising partnership and revenue opportunities

Conducted a market intelligence & consumer insights study of global luxury, beauty, and retail industries that triggered a

broader, strategic corporate study at Condé Nast: “The Next Four Years in Media”

Cross-Functional Leadership & Teamwork

Proposed new protocol for executive client meeting prep; trained global department heads and staff in new methodology and

received universal commendation for streamlining cross-functional workflow and communication inefficiencies

Planned, managed & executed 150+ U.S. & international events attended by C-suite retail beauty execs and fashion designers

Produced the WWD Beauty CEO Summit’s 3-day editorial program attended by 200+ invited industry leaders; liaised with

speakers and internal divisions to ensure on-schedule program flow

Conceptualized promotional marketing mailings for Style.com/Print magazine; brought promo production in-house and led

8-person team to decrease costs by over 83% and shorten production timelines


Luxury & Retail Experience: Sales Consultant, Max Mara; Internships: Marc Jacobs, Coach, Sotheby’s

Interests & Skills: Fashion Institute of Technology-trained in fashion illustration, fashion design; advanced patternmaking,

couture sewing, tailoring

SHILPA SETHURAMAN 2040 Market Street, Apt 204, Philadelphia, PA 19103 | 972-400-7496 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Marketing and Operations Management

Philadelphia, PA

2016-2018

Wharton Fellowship Recipient for exceptional achievement; GMAT: 740 / 800 (97th percentile)

Leadership: Marketing Conference Content Director and Marketing Club Board Member

STANFORD UNIVERSITY

Bachelor of Arts in Economics, GPA: 3.73 / 4.00

Stanford, CA

2009-2013

Leadership: Analyst for Stanford Finance; Board of Directors for Kids with Dreams; Captain of competitive dance team

Studied abroad in Cape Town, South Africa; focused on community-based research

EXPERIENCE

THE WALT DISNEY COMPANY

Parks & Resorts Global Development Analyst

Corporate Finance Analyst

Los Angeles, CA

2014-2016

2013-2014

Strategic Planning and Analytics

Conducted financial analysis on multi-billion dollar Phase 2 development for Hong Kong Disneyland and provided

recommendations to senior management regarding execution strategy; participated in active government negotiations

Developed business model and assessed market opportunity for $75M investment in the “NBA Experience,” a joint

entertainment deal with the NBA, which closed in June 2015

Sole Analyst managing execution of $2B bond issuance and $1.25B swap issuance; assisted VP of Capital Markets in

managing liquidity and $15B debt portfolio

Cross-functional Leadership

Collaborated with consumer insights, engineering, and creative teams to estimate consumer demand and develop strategy for

new luxury offering, expected to contribute to meaningful segment growth by entering new product category

Led cross-functional team of IT, Real Estate, and HR departments to develop first long-term real estate strategy for the

Company’s $4.5B portfolio and assisted in the Company’s premier 1031 tax-deferred real estate transactions, resulting in

~$20M of savings

Partnered with Disney World Finance and Operations teams to evaluate viability of ~$40M glamping product launch

GOLDMAN SACHS

Investment Banking Summer Analyst, Industrials

Investment Banking Summer Analyst, Natural Resources

New York, NY

Summer 2012

Summer 2011

Analyzed share price accretion from potential acquisition versus share repurchase of $250M; accordingly, made

recommendation to client’s SVP of Strategy

Conducted strategic and financial analysis for spinoff of a division of a $650M company, contributing to over $10M in

savings

THE CLOTHING BANK

Nonprofit Finance Intern

Cape Town, SA

Spring 2012

Closely collaborated with CEO to set strategic direction of the organization and develop Micro-Franchise business models

that provided self-employment for underprivileged women and could be replicated nationally


Interests: Indian classical dance, Community service, Adventure sports, Watching Dallas Mavericks & Stanford football

Awards: Indian Classical Dance – 3 professional DVD releases, 3 dance titles, 5 best dancer awards (2001-2015); 1st Place

– Morgan Stanley’s Essay competition (2011); 2nd Place – Best Speaker in State Debate (2007-2008)

Service: Acumen+ LA – Co-organizer of case session with Head of West Coast Business Development (2013-2016);

Disney VoluntEARS – Project leader of Habitat for Humanity build (2014); Co-founder of Charity through Art (2008-2009)

Tech Skills: R, Salesforce, Stata

Languages: Native speaker of Tamil; proficient in Spanish

JENNY ZHINENG SHEN 1723 Pine Street, 3F, Philadelphia, PA 19103 ½ [email protected] ½ 508-361-1656

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Double Major in Strategic Management and Marketing

Philadelphia, PA

2016-2018 • Leadership: Marketing Club (Social Director), Wharton Women in Business (Marketing), Retail Club Conference (Content) • Member of Consulting Club, Community Consultants, Art Club, Volleyball Club • GMAT: 740 (97th percentile) COLUMBIA COLLEGE, COLUMBIA UNIVERSITY Bachelor of Arts; Double Major in English and Biology

New York, NY

2007-2011 • Summa cum laude (GPA: 4.094/4.33), English Departmental Honors, Biology Departmental Honors • Leadership in One-to-One Tutoring (increased volunteer enrollment by 60%; organization was a finalist for the King’s

Crown Leadership award in senior year), undergraduate research assistant in neurobiology lab, introductory biology TA

EXPERIENCE L2, INC. – Digital strategy benchmarking and advisory firm Senior Research Analyst (Current Equivalent Title in Organization: Associate Director) Research Associate

New York, NY

2014 – 2016 2013 – 2014

Research and Analysis • Led production of nine Digital IQ reports benchmarking digital performances in beauty and CPG verticals; analyzed and

synthesized digital trends based on 1,000+ data points across site, digital marketing, social, and mobile dimensions • Created and standardized analytical frameworks benchmarking best practices on e-tailers (e.g. Amazon.com) that were

adopted across hair care, food, and beverage research teams, impacting more than 80 member brands • Piloted inaugural home care report that led to five new client engagements across different business units with a $76B firm • Overhauled methodology of legacy beauty and personal care research in 2014, contributing to a >200% increase in first-week

downloads compared to prior year studies • Presented research to C-suite executives at quarterly briefings to inform high-level decisions and forecast digital trends Client Strategy • Acted as day-to-day account manager for two Fortune 500 consumer products firms with combined $135B in revenue • Crafted and presented digital strategy roadmaps for billion-dollar brands in U.S. and E.U. markets, including competitive

review of a global $1B home care brand in EMEA markets that convinced managing director to reevaluate digital priorities • Participated in strategic reviews of website design, mobile initiatives, and multi-channel marketing campaigns Teamwork and Leadership • Managed and trained 2-3 analysts and interns per project on research methodology, report writing, and Excel analysis • Worked cross-functionally with design, marketing, and PR teams to package report content for circulation to member brands

and to respond to press inquiries • Strategized with sales team to develop and present client pitches highlighting value proposition of Digital IQ research GREATER THAN ONE – Midsized digital marketing and branding agency CRM & Strategy Intern

New York, NY

2013 • Assisted in execution of CRM strategy for an educational client with an email database of more than 5,000 people • Conducted competitive research to reposition a $240M late-stage breast cancer drug ABPRO LABS – Biotechnology startup specializing in antibody reagents Business Analyst Business Analyst Intern

Lexington, MA

2012-2013 2011-2012

• Used knowledge of scientific research to develop targeted marketing campaigns using email and Google AdWords • Created financial models to forecast monthly revenues and expected cash flow from custom antibody development projects


• Interests: Running (recently completed Airbnb Brooklyn Half, Philadelphia Rock ‘n’ Roll Half Marathon), improving French language skills, learning to cook through Blue Apron, exploring art museums

• Languages: French (intermediate), Mandarin Chinese (beginner)

MARK TYLER SIMMONS 500 Admirals Way, Apt. 220, Philadelphia, PA 19146

[email protected]

708-738-1721

EDUCATION


Master of Business Administration Candidate, Major in Marketing and Operations

Philadelphia, PA

2016-2018

Director of Member Education and Special Events for the Wharton General Management Club

Member of Wharton Veteran’s Club

OLD DOMINION UNIVERSITY

Master of Engineering Management

Norfolk, VA

2011-2014

UNITED STATES NAVAL ACADEMY

Bachelor of Science in International Relations

Minors in Chinese and Spanish

Annapolis, MD

2005-2009

EXPERIENCE

UNITED STATES NAVY

Assistant Professor of Naval Science

Daytona Beach, FL

2013-2016

Ranked #1 of 4 among peers for overall performance and rated as most knowledgeable, engaging instructor by Commanding

Officer.

Initiated programs that led a 27-student department to outperform all others in grade point average and physical fitness,

enhancing students’ competitiveness for scholarship and naval service.

Designed an online application and organized stakeholder actions over 10-month period for implementation. The application

reduced a multi-day process to an instantaneous process, saved 250+ man-hours per year, and eliminated communication

errors with applicants.

Analyzed and redesigned a physical fitness program for 120 people, resulting in an 8% increase in participants scoring

excellent or higher on a fitness test and a 54% reduction in remedial participants.

Communications Officer/Assistant Operations Officer, USS West Virginia (SSBN-736)

Norfolk, VA

2012-2013

Ranked #1 of 10 among peers for overall performance by Commanding Officer.

Directed a team of 130+ sailors to safely employ a $2 billion, 18,000-ton submarine in support of certification requirements

for execution of a vital national security mission.

Led three divisions composed of 50+ sailors to meet rigorous training requirements, directly contributing to ship’s

certification to return to sea after a 30-month overhaul.

Coordinated teams of 40+ sailors to execute hundreds of technical procedures and maintenance items involved in refueling

the ship’s nuclear reactor, directly contributing to extending submarine service life by 20 years.

Damage Control Assistant, USS West Virginia (SSBN-736)

Norfolk, VA

2011-2012

Earned submarine officer qualification 17% ahead of schedule, providing relief to a stressed watch rotation by reducing

frequency of supervisors’ 24-hour duty periods.

Supervised maintenance and equipment installation conducted by 50+ sailors in Auxiliary and Damage Control Divisions,

directly contributing to modernizing the ship for 20 additional years of service.

Coordinated 100+ sailors to inventory, replace, and maintain hundreds of pieces of lifesaving gear, allowing the ship to

respond safely to equipment casualty or emergency.

Naval Nuclear Propulsion Program and Submarine Officer Trainee Charleston, SC and Groton, CT

2009-2011

Completed quantitative, graduate level coursework in nuclear physics, health physics, reactor dynamics, material science,

electrical theory, thermodynamics, and chemistry.

Finished Submarine Officer Basic Course covering submarine employment and capabilities.


Interests: Backcountry backpacking, nutrition, exercise program design.

ANNIE SLIVKA (412) 708-2161 | [email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Marketing and Management 2016-2018

GMAT 740; Recipient of Brosterman and Hutchens Fellowship for outstanding academic and professional accomplishments

Leadership: Director of Alumni Engagement, Wharton Marketing Club; Operations Director, 2016 Marketing Conference

Active Member: Data & Analytics Club, Art Club, Chocolate Club

HARVARD UNIVERSITY Cambridge, MA

Bachelor of Arts in Economics, Cum Laude, GPA 3.8 2008-2012

Worked 20+ hours per week at Harvard Student Agencies; Active in Women in Business and Mission Hill After School Program

EXPERIENCE

PARTHENON – EY Boston, MA Consultant (A post-MBA role) 2015-2016

Senior Associate 2014-2015

Associate 2012-2014

Defined approach and executed casework including primary research (consumer surveys, industry interviews), secondary

research, economic and statistical modeling, and data analysis; Managed 2-4 Associates across multiple concurrent projects

Completed 43 cases across multiple industries, the majority in the consumer/retail/restaurant sectors, including:

o Marketing Mix Effectiveness: Optimized $5B+ restaurant chain’s advertising spend by media type through multivariable

regression analysis; Led client interaction and supervised internal team; Resulted in client achieving above target growth

o Growth Strategy: Conducted qualitative/quantitative primary research to determine whether and with what strategy a

$2B furniture manufacturer should launch a new consumer division; resulted in ~$150M acquisition by the client

o Consumer Segmentation and Pricing: Determined optimal pricing for online trend subscription service by running

market simulations based on survey conjoint analysis and by using k-means clustering to segment potential users

o Salesforce Optimization: Built a national county-level demand model to optimize sales territories for $1.5B national

roofing company; Presented to and trained client on use of model for future territory updates

o Due Diligence: Led competitor/distributor interviews and data analysis team to determine that the existing sustained

decline in a haircare product business is reversible before the client made a $13B acquisition

Selected for multiple internal leadership positions, including:

o Academic Training Head of annual two-week onsite training for new Associates (Led team managing logistics for 30+

modules; Coordinated largest overhaul of training materials in firm’s history; Personally taught several modules)

o Undergraduate Diversity Recruiting Captain (Initiated and spearheaded outreach strategy to underrepresented minority

candidates; Organized broad team across firm; Read resumes; Conducted interviews; Mentored new hires)

SIMPLISAFE Boston, MA

Special Projects Manager (Five-month externship from Parthenon-EY) 2016

Managed day-to-day relationship with TV agency; Identified opportunities to shift mix; Created and executed a one-time, two-

week $2M prime-time buy to test strategy shift from low-cost direct response TV spots to expensive high-profile TV spots

Established first ever brand review via consumer surveys; Segmented market by psychographics to aid in targeting/messaging

THE DANBURY MINT, MBI INC. Norwalk, CT

Assistant Product Manager Summer 2011

Coordinated internal and external stakeholders for multi-million-dollar direct mail campaigns for 23 product groups; Designed

new product launch and marketing expansion plans; Identified target consumers and projected response rate and profit

THE H.J. HEINZ COMPANY Pittsburgh, PA

Business Planning Intern, Corporate Finance Summer 2010

Independently researched and performed analytical tasks such as calculating the return on invested capital for 25+ brands

HARVARD STUDENT AGENCIES (A student run corporation with 500+ employees) Cambridge, MA

Managing Director, Manager, Senior Advertising Associate 2008-2012

Created and implemented new product packages and pricing for advertising sales; Oversaw five managers and advertising

associates plus the larger fulfillment team; Personally sold ~$100K of advertising space by contacting 300+ potential clients

Managed marketing and fulfillment for campus bulk custom clothing orders; Grew revenue by 60%


Interests: Painting, baking, board games, walking everywhere

Community: Fundraiser co-chair for local charter school (2013-2016); College prep mentor at Minds Matter (2013-2015)

Technical Skills: Proficient in Access, eViews, Maptitude, Qualtrics, SPSS, SQL

DANIEL TEREPINS 2116 Chestnut St, Apt 3401


+1 (917)-999-8097

[email protected]

EDUCATION


Master of Business Administration Candidate; Major in Entrepreneurial Management

Philadelphia, PA

2016-2018

Member of Wharton’s PE/VC Club, Entrepreneurship Club, Tech Club, General Management Club, Fintech Club, Real

Estate Club

FUNDAÇÃO GETULIO VARGAS (FGV-EAESP)

Bachelor of Business Administration

São Paulo, Brazil

2006-2010

Concentration in Corporate Finance

Academic exchange program in Maastricht University (Fall 2008), in an international cooperation with FGV-EAESP

EXPERIENCE

ADVENT INTERNATIONAL

Private Equity Associate – Investment Team

Private Equity Analyst – Investment Team

São Paulo, Brazil

2012-2016

2011

Strategic role in the merger of Dudalina and Restoque, which created the largest high-end apparel company in Latin America:

led financial analysis (pro-forma financial model, tax scenarios, return analysis), developed value creation plan for the

combined company, prepared presentation to the market and negotiated Shares Purchase Agreement

Led business, legal and accounting due diligence in the acquisition of a co-control stake in Dudalina, a leading shirts

manufacturer and retailer in Brazil, together with major PE-fund Warburg Pincus

Coordination of follow-on investment and debt restructuring in Quero-Quero, a leading home improvement retailer in the

South of Brazil

Co-responsible for multi-country transaction structuring in the merger of Biotoscana and LKM, creating a leader in specialty

pharma in Latin America

Active participation in the acquisition of a 50% co-control stake in Cataratas do Iguaçu, Brazil's largest operator of national

parks: developed pre-due diligence financial model and term sheet

Several portfolio responsibilities: member of the Performance Committee of Biotoscana, member of Dudalina’s Finance

Committee, support to strategic projects related to Quero-Quero and Cataratas do Iguaçu

Support to fundraising, recruiting and community activities, including delivering speeches at well-known business schools in

Brazil

BR PARTNERS

Private Equity/Investment Banking Analyst

São Paulo, Brazil

2011

Active role in the prospective acquisition of Burger King’s Sao Paulo store chain (~40 stores). Main responsibilities included

financial modeling, coordination of accounting due diligence and investment returns analysis

MORGAN STANLEY

Investment Banking Analyst

Investment Banking Full-Time Intern

São Paulo, Brazil

2010-2011

2009-2010

Supporting role in the execution of various equity and debt transactions, including: Energisa’s $200 mn Perpetual Bonds,

OSX’s $1.4 bn IPO, Dufry’s $600 mn incorporation of Dufry South America, Embraer’s $500 mn Notes Offering, and

Cosan’s $350 mn Notes Offering

Accelerated career track: promoted to Analyst six months before concluding undergrad


Interests: Travel, skiing, soccer and music. Part of a music collective that organized concerts and parties in São Paulo, Brazil

Positions: Established a VC-fund to invest in start-up companies in Latin America. Two investments since 2013

Languages: Portuguese (native), English (fluent), and Spanish (professional)

ROBERT B. THRASHER 2219 Delancey Pl., Apt. 3


404-312-9042

[email protected]

EDUCATION


Master of Business Administration Candidate; Major in Finance and Entrepreneurial Management 2016-2018

One of top 3 finishers in the 2015 Penn Wharton Public Policy Initiative Case Competition

President of Wharton’s Christian Fellowship club; member of Wharton’s One for the World Partner Selection Team

UNIVERSITY OF PENNSYLVANIA LAW SCHOOL Philadelphia, PA

Juris Doctor Candidate 2015-2018

Recipient of the Levy Scholarship (three-year, full-tuition merit scholarship); received Honors in first-year legal writing course

Board Member of Penn Law Advocates for the Homeless; Co-President of Penn Law’s One for the World chapter

UNIVERSITY OF GEORGIA Athens, GA

Bachelor of Business Administration, Major in Accounting and Economics; summa cum laude 2006-2010

Recipient of the Foundation Fellowship Scholarship (four-year, full-tuition merit scholarship, stipend, travel funding)

Member of the Sphinx Club (highest honor for leadership and service); recipient of the Rotary Service Award; First Place in the

2007 PwC xTAX Competition

Conducted research and wrote thesis on the economics of charitable giving; presented at the 2010 CURO Symposium

EXPERIENCE

ATHENS PBJ Athens, GA

Co-Founder and Chair Board of Directors 2008-Present

Founded student-run nonprofit that brings together hundreds of homeless and non-homeless people every week via weekly

lunches and special events such as football tailgates, holiday celebrations, and weekend retreats

Established Board of Directors, Advisory Board, and successfully filed for 501(c)(3) nonprofit status; formed and mentored

operations leadership team of 20 students to prepare for sustainable succession

Raised $10,000 in first 3 months; raised 2010 salary of $35,000 in 2 months; expand operating reserve annually

Lead Board and local leaders, implementing new structures as the organization transitions from Founder leade rship

ATLANTA MISSION Atlanta, GA

Director Design and Partnerships 2014-2015

Director Partnerships 2013-2014

Programs Design Manager 2011-2013

Led best practice innovation of homeless services in 75-year-old institution with 140 employees, $13M annual budget

Senior Leader: oversaw two departments with five direct reports; worked directly for former Fortune 500 CEO

Managed nation-wide best practices initiative led by Board: interviewed 80 clients, staff, and partners; baselined existing

processes; led teams conducting site visits at 9 organizations; documented and presented findings to Board

Established and directed innovation department to design and implement best practice client service model; instituted and

oversaw design and implementation project teams; regularly presented innovation updates to Board

Led development of client outcomes scorecard and services plan to guide service model redesign

Oversaw methodology and process for Board and Senior Leadership three-year strategic planning effort

Led discussions to secure $350,000, including a $240,000 donation (a 120% increase over the entity’s prior-year gift)

DELOITTE TAX Washington, DC

Lead Tax Services Intern Jan.-Mar. 2009

Served on tax provision audit team at Fannie Mae and Deltek, Inc.

Researched and presented reports to managing partner on possible tax law changes


Interests: International travel—studied, volunteered, or traveled in 34 countries (including India, Liberia, and Peru) on 6

continents; fantasy sports (2003, 2010, 2016 fantasy baseball champion; 2013, 2014 fantasy football champion)

Languages: Conversationally proficient in Spanish

ISABEL VASCONEZ 2023 Locust St, Philadelphia, PA 19103. 617-286-9769, [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance and Entrepreneurship

Philadelphia, PA

2016-2018 • Financial Inclusion Associate for Wharton Impact Investing Partners, InSite Fellow 2016 • Board member of Private Equity and Venture Capital Club for Competitions. Member of Finance, Entrepreneurship,

Technology and Wharton Women in Business HARVARD KENNEDY SCHOOL OF GOVERNMENT, HARVARD UNIVERSITY Master of Public Administration Candidate; Focus on International Development

Cambridge, MA

2015-2018 • Organizing team member of International Development and Social Enterprise Conferences INSTITUTO TECHNOLOGICO Y DE ESTUDIOS SUPERIORES DE MONTERREY Bachelor of Business Administration; Honorable mention

Monterrey, Mexico

2007-2012 • Specialization: “Banking & Insurance” at HEG (Switzerland), “Doing Business in China” at Fudan University (China) • Selected to participate in ALPHA Program (Top 10% of admissions test); received art, science and language special courses. • Co-lead one of 4 “Latidos” houses; responsible for art activities as an education tool and integration tool for orphan children

EXPERIENCE

POWERGEN RENEWABLE ENERGY MBA Fellow

Nairobi, Kenya

Summer 2016 • Coordinated planning stage of project to electrify ~8k households at Tea Plantation in Kericho by Solar energy start-up,

with more than 40 Micro-Grid installed in East Africa. • Established external shareholders management tools and processes: Government relations management tool (CRM),

relationships and lobbying project management tool, bi-weekly meetings, etc. AMBACAR Summer Fellow

Quito, ECUADOR

Summers of 2012 and 2015 • Managed assessment and planning of first Ambacar’s (Vehicle Assembler, Distributor, and Marketer of one of top 10 brands

in Ecuador) international expansion to Colombia. Analyzed market, planned strategic steps and determined success factors. THE BOSTON CONSULTING GROUP Associate

Mexico City, MEXICO

2012- 2015 • Conducted attractiveness assessment of ~$5.6B US Mexican auto finance sector; defined entry strategies for consumer

finance branch of European bank ($1,252B US of assets). Investment with 3-7 yrs. Payoff, annual net revenue of $1.5M US. • Designed Sales Force Effectiveness for Arizona’s BU of top 5 worldwide building material player and largest in Latam.

Client segmentation now is key pillar of worldwide effort, direct initial impact: volume sales increased 10% to 20%. • Analyzed market competitiveness for re-definition of road-to-market, portfolio strategy for Venezuelan branch of second

worldwide largest wine and spirits company (~$10B US net sales in 2013.) • Led holistic restructuring analysis, layout action plan with HR director, regional president of US BU, largest Latin-American

building materials company (~$15B US global sales). BU to reduce income 50% given asset swap. • Created cross-functional compensation benchmark for 72 entrepreneurs, automated processes to enable yearly replication. • Evaluated pricing for one of Mexico City´s public transportation means, proposed strategies to offset low-income subsidy. • Executed qualitative Talent model diagnosis for Central and South American BU (12% global sales), managed worldwide

quantitative diagnosis of Mexican baked goods manufacturer ($13B US sales, 2013.) • Collaborated to analyze Mexico´s competitiveness as manufacturing location for USA, LatAm, Europe compared to China. • Created continuous improvement program for Mexican branch of multinational agro business (~$14.8B US sales globally.)


• Languages: Spanish, English, French • Interest: Innovation, Development, Policy & Politics, Traveling, Painting • Women Involvement: Selected as Mentee for first Mexican Vital Voices Mentorship Program, Coordinated BCG Women's

Initiative Team External Experiences and affiliation activities

VICTORIA WESTERHOFF 2400 Chestnut St., Apt 712, Philadelphia, PA 19103 | 781-801-4254 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Marketing & Operations, Business Analytics

Philadelphia, PA

2016 - 2018

GRE: 168 Verbal (98th

percentile), 165 Quantitative (90th

percentile), 5 Writing (93th

percentile)

Member of Wharton’s Data Analytics Club, Innovation & Design Club, Marketing Club, and Technology Club

YALE UNIVERSITY

Bachelor of Arts in Cognitive Science with Honors; GPA 3.76, Major GPA 3.98

Awards and Recognition

New Haven, CT

2009 - 2013

Received David Saltzman Award and John Spangler Nicholas Prize for outstanding character and leadership, each awarded to

one student per year; elected Yale Alumni Community Service Fellow, awarded to six students per year

Leadership

Appointed research assistant in cognitive science for four years; promoted to head student manager of residential college and

led team of 10 for two years; elected president of residential college council and to four additional student government roles

EXPERIENCE

DELOITTE CONSULTING LLP.

Strategy & Operations Consultant

Strategy & Operations Analyst

Strategy & Operations Summer Scholar Intern

Ranked top 2% against peers, consecutively; received three awards for innovation, leadership, and mentoring

Data and Customer Insights Analysis

Arlington, VA

2015 - 2016

2013 - 2015

Summer 2012

Reached 25% more target customers by designing business process and data analysis tool for the Office for Bombing

Prevention of Department of Homeland Security, leading to three new state prevention collaborations

Created 11 Tableau Dashboards and data analysis protocols across four cross-functional teams for Department of State (DOS)

to optimize international child abduction tracking

Analyzed and delivered market-entry strategies to establish businesses in an overseas, volatile sector; go-to-market strategy

implemented by Intelligence Agency in lieu of 11 alternate options recommended by full-time Deloitte Consultants

Leadership and Strategy

Led team of nine, cross-functional consultants to implement over 210 improvements in six months by creating a continuous

process improvement system for processes and policies for the Federal Bureau of Investigation (FBI)

Managed 56 client relationships, served as main client lead with all FBI finance executives, created monthly report for FBI

CFO; facilitated win of 45M contract recompete

Facilitated two joint-merger propositions with international CEOs and informed negotiations with independent geopolitical,

and regulatory analysis of war-torn country; led to 2M contract with Intelligence Agency

Innovation Implementation

Authored infographic and messaging for White House on DOS hostage recovery improvements; received accolades in

President Obama’s statement on hostage recovery policy

Developed messaging content and organized a 120 attendee conference for Adoption Service Providers and four government

agencies that led to real-time collaborations on four international adoption policy issues

Developed and taught two trainings on data visualization and innovative facilitation techniques to over 70 consultants

CENTER FOR WOMEN AND BUSINESS

Yale Community Service Fellow

Boston, MA

Summer 2011

Consulted six small business owners on strategy, marketing, and business development, that increased their profit by 5-10%

Established course on best practices and requirements for small businesses in Massachusetts taught to over 50 entrepreneurs


Trombone Experience: Played for New England Conservatory, Yale University, Wellesley College and Brandeis University;

performed at Carnegie Hall, Lincoln Center, Symphony Hall and Jordan Hall; toured Spain, Turkey, Portugal and Greece

Art and Design Experience: Authored and self-published a children’s book, Humpty Dumpty Fell Off a Rock Wall, for

physically challenged children as fundraiser for Boston Children’s Hospital; illustrates notecards and stationery

Languages: Proficient French

Technical Skills: Tableau, SPSS, MATLAB, PsychToolbox

ELLA REMY WHEAT 2020 Walnut Street, Unit 11A | Philadelphia, PA 19103 | 804-564-7595 | [email protected]

EDUCATION


MBA Candidate; Double Major in Marketing & Operations Management, Business Analytics

Philadelphia, PA

2016-2018

Recipient of Diane and Robert Levy Fellowship for outstanding academic and professional accomplishments; GMAT: 750.

Member of Wharton’s Marketing Club, General Management Club, Ski & Snowboard Club and Squash Club (Treasurer).

UNIVERSITY OF VIRGINIA, MCINTIRE SCHOOL OF COMMERCE

Master of Science in Commerce; Concentration in Marketing & Management

Charlottesville, VA

2012-2013

Recipient of Academic Achievement Award (top student of 58 in concentration); GPA: 3.96.

UNIVERSITY OF VIRGINIA, COLLEGE OF ARTS AND SCIENCES

Bachelor of Arts with Distinction; Double Major in History, Chinese Language & Literature

Charlottesville, VA

2008-2012

Cumulative GPA: 3.85; Major GPAs: 4.00, 4.00; Echols scholar; Intermediate Honors.

Elected Honor Committee Representative and Diversity Advisory Board Co-Chair; 1 of 54 student-leaders selected to live on

the Lawn based on scholastic achievement and service to the University.

Miller Center of Public Affairs at UVA, Student Outreach and Public Relations Assistant (2010-2012).

EXPERIENCE

BAIN & COMPANY

Senior Associate Consultant

Atlanta, GA

2015-2016

Associate Consultant 2013-2015

Leadership & Teamwork

Managed an Associate Consultant and facilitated client workshops on work stream that identified and evaluated over $60M

in cost savings initiatives and corresponding reinvestment opportunities for $2.5B data warehousing company.

Collaborated with bakery products category teams to design and codify process for optimizing the product portfolio within

each product category to improve brand differentiation and eliminate production pain points.

Partnered with senior client and client analyst at beverage bottler to design insurance savings levers and implementation

plans. Analyzed claims data to identify $4M (25%) annual savings and briefed Risk Management leadership on findings.

Strategic Planning

Partnered with sales leadership of $3B consumer durables manufacturer to design 3-year strategic plans for top 10 accounts,

including product, pricing and subsidy initiatives. Resulted in pretax earnings margin increase of 140% year-to-date.

Built forecasting scenario tool to determine financial impact of volume revisions for beverage bottler sales planning team.

Market Research & Analysis

Assessed competitive position of client’s consumer durables brands at top 25 retail accounts via survey of 360 retail

associates, 250 store visits, competitive benchmarking and company financials.

Advised private equity funds on six targets from $130M to $10B in revenue across healthcare, industrials and technology

sectors. Analyzed market attractiveness, competitive dynamics and target positioning in validating investment theses.

HAPPY FAMILY BRANDS

Marketing & Business Development Extern (6 month externship from Bain)

New York, NY

2015-2016

Directed reformulation of 50% of products to better align with strategic direction. Collaborated across functions to assess

business case and later coordinate implementation. Presented recommendations to and built support of COO and CEO.

Developed company’s bulk pack strategy. Analyzed sales performance to benchmark against competitors and prioritize

product selection by retailer account. Designed new product trial and implementation plan.

Assessed customer needs and perceptions to inform product innovations. Surveyed 450 mothers.

ELIZABETH ARDEN

Skincare Global Marketing Intern

New York, NY

Summer 2011

Developed concept proposal for new Asian skincare line. Constructed skincare diagnostic tool still used on e-commerce site.


Interests: Skiing in Montana, travel (25+ countries), U.S. History, vegetarian cuisine and the Seattle Seahawks.

Community Involvement: Inspire, Inc. Nonprofit Consulting, PR Head and Finance Head (2014-2016); Operation Warm,

UVA Chapter Co-founder (2010-2012); Big Siblings, Mentor (2009-2012).

DAVID WILKINSON 2300 Walnut Street, Apt. 508


952-215-6748

[email protected]

EDUCATION


Master of Business Administration Candidate; Major in Healthcare Management

Philadelphia, PA

2016-2018

Member of Wharton’s Healthcare Club, Digital Health Club, Design & Innovation Club, Wharton FC, Public Speaking Club

WAKE FOREST UNIVERSITY

Bachelor of Science, Major in Finance

Winston-Salem, NC

2006-2010

Magna Cum Laude, Dean’s List (6 semesters), Disher Scholarship

President & Captain, Men’s Club Soccer Team; Student Government Representative; Philanthropic Committee, Kappa Sigma

Fraternity; Men’s Club Golf Team

EXPERIENCE

SENTINEL CAPITAL PARTNERS

Senior Associate, generalist private equity firm managing $2.6 billion in assets

Associate

New York, NY

2014-2016

2012-2014

Conducted all aspects of investment process including screening prospective transactions, performing in-depth industry and

company due diligence, constructing comprehensive financial and operating models, managing internal deal teams and

external advisors through due diligence process, negotiating legal documents, and managing senior and mezzanine lenders to

secure debt financing for portfolio companies

Presented and defended potential investments to investment committee

Worked closely with portfolio company management to evaluate strategic alternatives, identify and execute add-on

acquisitions, manage capital structure, and develop exit strategies

Ran first-year associate training program

$80 million buyout of IEP Technologies, worldwide leader in industrial explosion protection: Led corporate carveout of four

divisions from United Technologies across four countries, including building standalone manufacturing capabilities and

creating new, unified brand. Worked with management to penetrate new industry verticals and expand into new geographies.

Sourced, diligenced, and led negotiation of letters of intent for two add-on acquisitions

$260 million buyout of Power Products, leading global electrical products supplier: Managed six-person deal team through

due diligence and deal negotiation and execution process. Led divestiture of two non-core divisions to strategic buyer, led

purchase of two add-on acquisitions, negotiated debt recapitalization transaction

$75 million growth buyout of Newk’s, rapidly developing franchisor of fast casual restaurants: Created first-ever detailed,

monthly budget for company

C$180 million sale of Spinrite, leading manufacturer of craft yarn products: Evaluated strategic alternatives, positioned

company for sale, coordinated sale process

$140 million sale of IEP Technologies: Led sale to Swiss-based strategic buyer with no investment bank involvement

WELLS FARGO SECURITIES

Investment Banking Analyst, Middle Market Group

Charlotte, NC

2010-2012

Supported senior bankers in the origination and execution of investment banking transactions and analyzed middle market

companies across a range of industries

Created complex financial models to value companies, evaluated acquisition opportunities, and assessed pro forma impact of

various corporate finance transactions

Drafted key transaction materials including preliminary valuation analyses, detailed offering memoranda, management

presentations, and commitment committee memoranda


Interests: 9-handicap golfer, avid soccer player, Minnesota sports fan, skiing, hiking, non-fiction reading

Languages: Native speaker of English

MARIELLE YOUNG 1600 Arch Street, #915 | Philadelphia, PA 19103 | 610.999.0915 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Marketing and Operations 2016 - 2018

Awarded Merit-Based Wharton Fellowship

Leadership: Coffee Chat Director of Wharton Marketing Club, Wharton Welcome Committee

Active Membership: Wharton Women in Business, Retail Club, Data Analytics Club, and Wine Club

GEORGETOWN UNIVERSITY Washington, DC

Bachelor of Arts in English 2009 - 2013

GPA 3.8/4.0, Magna Cum Laude

On-Air Host WGTB Georgetown Radio, Overseas Studies Student Board, Caring for Children with Cancer Association

EXPERIENCE

HAUTE PAPIER (High-End Design and Letterpress Print Studio) Arlington, VA

President of Operations 2015 - 2016

Director of Business Development and Profitability 2014 - 2015

Office Manager 2013 - 2014

Leadership and Teamwork

Managed 20 employees across four cross-functional teams; supervised 50 independent sales representatives across the United

States. Successful performance led to three promotions in 24-month period, more than twice as fast as peers.

Resolved complex or high-value customer service issues as final point of escalation. Implemented guiding principles for

customer service staff serving over 900 retail sales partners and hundreds of e-commerce shoppers and clients.

Operations and Analytical Skills

Led daily operations, including sales, customer service, supply chain, accounting, production, and shipping while assisting

with high-level strategy and planning projects. Since hire date firm tripled in size and key product line sales increased 230%.

Designed and implemented new end-to-end workflow systems that allowed production scheduling based on accurate sales

forecasting. New systems improved customer satisfaction and increased frequency of reorders by shortening turnaround time

on wholesale orders from 4 weeks to 5 days in shipping time.

Product Development and Strategic Consumer Engagement

Accelerated goal to increase direct-to-consumer sales by improving e-commerce experience on internal and Etsy storefronts

and analyzing consumer data to ensure accurate targeting by segment. E-commerce space proved successful, resulting in

500% increase in e-commerce orders over three years.

Developed five to ten new products and at least six product line extensions annually. Analyzed previous sales data to inform

price point, packaging, and overall product value proposition. Product lines received with success; over 200% increase in

number of retail partners, including major brands Anthropologie, Swoozie’s, and inclusion on Oprah’s Favorite Things list.

Created content and copy for social media channels (including Instagram, Snapchat, Facebook, and Twitter), email marketing,

and e-commerce platforms; monitored customer response to create targeted messaging strategies informing future posts.

Social media following grew over 100%.

EVOKE (Boutique Event Planning Company) Silver Spring, MD

Intern to the Principals 2013

Executed sixteen events attended by 500 to 1000 guests within five months; resolved guest and vendor-related issues as they

surfaced, took steps to ensure event timeline was adhered to or amended if necessary.

Responsible for managing complex logistics and contract completion, envisioning creative and unique event details.

SWEETGREEN (Farm-to-Table Salad Restaurant Chain) Washington, DC

Marketing Coordinator 2011 - 2012

Created internal system to evaluate and manage charitable donation and event requests based on ROI, community impact,

brand value, and content creation opportunities; handled logistics of all events and/or donations selected.


Interests: Squash, Sailing (primarily Sunfishes and JYs), Victorian and Modern Literature, Wine (most recently visited the

Douro Valley, Cotes du Rhone, and Champagne regions).

Community: Youngest invitee to serve as a judge for the LOUIE Awards, the highest honors in stationery industry. Member

of the Junior League, a women’s volunteer organization; served on the Folger Shakespeare Library Committee.

Documents

Resume Books: Class of 2018 - 1st Year: Consumer Products ......The Wharton School / Resume Books: Class of 2018 - 1st Year: Consumer Products: Other/Diversified Products i Resume