The Wharton School Class of 2018 2nd Year Resume Book · 2019-12-13 · CHARNICE BARBOUR 1700 Chestnut St. Unit 401, Philadelphia, PA, 19103 443.388.0240 [email protected]

The Wharton School

Class of 2018 2nd Year Resume

Book

Resume Book DetailsAcademic Year: 2018

Who Can ApplyStudent Group(s): 2nd Year MBAs

TABLE OF CONTENTS

# STUDENT NAME PROGRAM CLASS1 Elizabeth Mari Andrekovich Full Time MBA - 20182 Alberto Anton Gollonet Full Time MBA - 20183 Ksenia Arutyunova Full Time MBA - 20184 Charnice Ashley Barbour Full Time MBA - 20185 Samuele Baronchelli Full Time MBA - 20186 Lucas Sutton Blanchard Full Time MBA - 20187 Hannah Overseth Bozian Full Time MBA - 20188 Maria Alejandra Chavez Valencia Full Time MBA - 20189 Jacqueline Anne Chayet Full Time MBA - 201810 Kevin Andrew Connors Full Time MBA - 201811 Zheqian Deng Full Time MBA - 201812 Tejaswi Dondapati Full Time MBA - 201813 Richard Henry Douglin Full Time MBA - 201814 Amy Yaa Boatemaa Duffuor Full Time MBA - 201815 Elizabeth Roberts Englert Full Time MBA - 201816 William Anthony Francis Full Time MBA - 201817 Qi Gao Full Time MBA - 201818 Paola Garcia Full Time MBA - 201819 Sidney Loy Gulledge Full Time MBA - 201820 Ziya Gur Full Time MBA - 201821 Laura Nicole Harrison Full Time MBA - 201822 Albert Xinan Hu Full Time MBA - 201823 Sarah Rose Hutchison Full Time MBA - 201824 Dhruv Jaggia Full Time MBA - 201825 Won-Mo Koo Full Time MBA - 201926 Eliza Lee Full Time MBA - 201827 Yuanlu Li Full Time MBA - 201828 Natasha Maas Full Time MBA - 201829 Rasesh Mohan Full Time MBA - 201830 Thiri Soe Myint Full Time MBA - 201831 Prathama K Nabi Full Time MBA - 201832 Thu-Huong Thi Nguyen Full Time MBA - 201833 Nash Harris Peyton Full Time MBA - 201834 Matthew Ryan Phelan Full Time MBA - 201835 Nicolas Alberto Raele Full Time MBA - 201836 Jessica Nicole Reichsfeld Full Time MBA - 201837 Kyle Samuel Robertson Full Time MBA - 201938 Stephen Thomas Russell Full Time MBA - 201839 Stephanie Siepman Full Time MBA - 201840 Kristin Stenerson Full Time MBA - 201841 Matthew Charles Sweeney Full Time MBA - 201842 Alexandre De Almeida Teixeira Full Time MBA - 201843 Anderson Xin Full Time MBA - 201844 Jiahong Xu Full Time MBA - 201845 Joanna Qiang Xu Full Time MBA - 201846 Melody Yin Full Time MBA - 2018

47 Joy Q Zhu Full Time MBA - 2018

ELIZABETH (“LISA”) M. ANDREKOVICH 2021 Chestnut Street, Philadelphia, PA 19103

(973) 800-93568 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA

Master of Business Administration Candidate; Major in Finance

Philadelphia, PA

2016-2018

• Leadership Positions: Wharton Golf Club Co-President, Alumni Fellow, Welcome Committee (one of 40 selected students)

• Club Memberships: Finance Club, Women in Business, and GUIDE

YALE UNIVERSITY

Bachelor of Arts in Political Science concentrating in Political Economy

New Haven, CT

2008-2012

• GPA: 3.66/4.00

• Swimming and Diving Team: Competed on Division I Springboard Diving Team from 2008-2010; devoted 20+ hours a

week to training and completed in 20+ events per year; finalist at Ivy League Conference meet in 2009

• Yale Undergraduate Business Society: Founding member, crafted mission statement and recruited 20+ person team;

organized and executed two annual Asia Tomorrow conferences, each of which included 400 attendees & 25 expert speakers

NATIONAL UNIVERSITY OF SINGAPORE Singapore

Study Abroad in Singapore, Cambodia, and Thailand Summer 2010

• GPA: 4.0/4.0

EXPERIENCE

GOLDMAN SACHS

Investment Banking Summer Associate, Consumer Retail Group

New York, NY

Summer 2017

• Collaborated with four teams: drove process for an active sell side deal, mandated for an active buy side, evaluated spin off

opportunities for an approximately $6bn company, and modeled a tax basis step up opportunity

MORGAN STANLEY

Electronic Trading Associate

Electronic Trading Analyst

S&T Institutional Equities Summer Analyst

New York, NY

2015-2016

2012-2015

Summer 2011

• Joined broker dealer client coverage team as an Analyst. Coordinated with Legal, Compliance, and Trade Support Teams to

successfully onboard 75 new accounts; serviced clients trading Pink Sheet securities, executing millions of shares per day.

Transitioned to algorithmic active coverage team and was promoted within eight months to become primary coverage for 100

new accounts, including Texas-region client base; respective trading volume increased ~ 10% on average, across cash,

derivatives, and swaps

• Executed numerous roles: algorithmic trading, trade performance analytics, and electronic product sales for clients

collectively paying firm $100mm+ globally with a focus on stock crossing opportunities with Cash and Programs Trading

• Co-led intern and full-time recruitment, hosted 40+ students per year at recruitment events geared toward attracting talent for

internship and full-time positions; reviewed 100+ resumes and advised Human Resources during candidate selection process

AMERICA’S PROMISE ALLIANCE

UNITED STATES SENATE, New Jersey Senator Robert Melendez

Summer 2010

Summer 2009

ADDITIONAL INFORMATION

• Professional Licenses: FINRA Series 7, 63, 55, and 3

• Positions: The Valerie Fund Campaign Executive Board. Raised record $65K (versus ~$28K in 2012) for volunteer

organization dedicated to providing comprehensive healthcare services for children with cancer & blood disorders

• Community Service: Mentor with Student Sponsor Partners, a 4-year mentorship program that pairs mentors with high

school students until graduation; New York Junior League Reading Rangers Committee Member (September 2015-2016),

dedicated 3-5 hours/week to working with children in low income areas to increase their literacy and reading comprehension

• Citizenship: Dual citizen of the US and Finland

• Languages: Fluent in Finnish

• Interests: Fitness, ballet, golf, and travel

ALBERTO ANTON GOLLONET 2048 Pine Street, Philadelphia, PA 19103 | 202-779-8427 | [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA


Master of International Studies Candidate; Focus in Latin America/Portuguese track

Philadelphia, PA

2016-2018

• Co-organizer: 2016 Wharton Finance Conference and 2017 Spanish MBA Conference

• Member: Wharton’s Finance, Tennis and Soccer Clubs; Europa and Latin America Student Association

• GMAT: 750 / 98% (Q49, V44)

ÉCOLE SUPÉRIEURE DE COMMERCE DE PARIS (ESCP EUROPE)

Master in European Business

Paris, France & London, England

2009-2010

UNIVERSITY AUTONOMA OF MADRID & UNIVERSITY PARIS DAUPHINE

Spanish Bachelor of Arts in Business Administration

Madrid, Spain & Paris, France

2005-2009

French Bachelor of Arts in Business Administration, Major in Finance (Graduated with Honors)

EXPERIENCE

DEUTSCHE BANK

Summer Associate, Investment Banking, M&A and Global Industrials Group

New York, NY

Summer 2017

• Worked on 3 buyside processes (merger model, DCF, comparable companies, precedent transactions)

• Performed industry analysis and developed marketing materials for 2 potential IPOs in the chemicals and aircraft leasing

industries

INTERNATIONAL FINANCE CORPORATION – WORLD BANK GROUP

Associate Officer, Syndicated Loans Department

Washington, DC

2012-2016

• Raised over $1 billion equivalent external funds for IFC clients in emerging markets across more than 10 projects

• Played a leading role in the loan syndication of the following deals: Pan American Energy 2015 ($520 million / Oil & Gas /

Argentina), Penonome Wind Farm 2014 ($300 million / Renewable Energy / Panama), Enel Green Power Brazil 2014 ($50

million / Renewable Energy / Brazil) and Tafila Wind Farm 2013 ($220 million / Renewable Energy / Jordan)

• Mentored and coached analysts; Reviewed company financial information and legal documentation for new transactions;

Prepared information memoranda, executive summaries and other reports for banks; Followed international lending markets

and banking activities, with a particular focus on Latin America

• Created and developed a new product to sell local currency-linked Unfunded Risk Participations in IFC’s arranged loans to

insurance companies (modelling and legal documentation)

• One of the youngest IFC analysts to be promoted to the associate officer level

• Recipient of the prestigious IFC Corporate Award in 2014 and in 2015

CREDIT AGRICOLE CORPORATE AND INVESTMENT BANK

Analyst, Global Loan Syndications Group

London, England

2010-2012

• Originated and structured syndicated loan transactions for corporate clients and financial institutions in emerging markets of

Central and Eastern Europe, the Middle East and Africa (CEEMEA)

• Assisted in origination of new syndicated loans mandates (analyzed financial statements, identified comparable transactions

for pricing purposes, drafted client proposals and marketing presentations); Supported mandate execution (drafted

information memoranda to be circulated to all investors); Reviewed legal documentation (Mandate Letter, Term Sheet and

Facility Agreement) to support deal execution


• Interests: Traveling and Foreign Cultures (lived in 7 countries), Entrepreneurship, Cinema, History, Swimming (participated

in French National (under 18) Swimming Championship), Tennis, Squash, Golf, Soccer and Snowboarding

• Languages: Native speaker of Spanish and French, Intermediate Portuguese

KSENIA ARUTYUNOVA 2116 Chestnut Street, Philadelphia, PA 19103

215-479-2074 [email protected]

EDUCATION

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

Philadelphia, PA

2016-2018 • Director’s List Spring 2017 • Selected as Leadership Fellow, McNulty Leadership Program • Board: President at Russian Club. Member: Finance Club, PE/VC Club, French Club, Whiskey and Scotch Club NATIONAL RESEARCH UNIVERSITY – HIGHER SCHOOL OF ECONOMICS Master of Science in Economics; Major in Stock Market and Investments

Moscow, Russia

2010-2012 Bachelor of Science in Economics; Major in Applied Economics 2006-2010 • Academic counselor of prospective high school students and undergraduate students • Volunteer assistant to English department, author of short comic plays performed at annual conferences

EXPERIENCE

CREDIT SUISSE Summer Associate, International Wealth Management

Zürich, Switzerland

Summer 2017 • Developed personal business plan aimed at building a $700M book and generating $7M annual revenues for the bank • Conducted comprehensive prospecting of 2 HNW clients and launched the onboarding of a $10M new account • Created 2 equity-based structured products to enhance the CS product offering to the Russian HNWI/UHNWI • Built a database of 38 prospects, 63% of which can be accessed directly, with cumulative wealth of $2.5B ARTQUANT – Fintech start-up company with focus on data mining techniques Chief Strategist; Member of the Board of Directors

Moscow, Russia

2015-2016 • Sourced $600K in seed funding from angel investors to create artificial intelligence algorithm for stock selection • Hired and managed a team of 5 quantitative analysts, 3 software developers, 3 sales people and 1 PR assistant to create an

online analytical platform portfolioand.me with over 300 users • Developed and presented customized package solutions based on machine learning tools for clients worth up to $200K each,

including efficient systems for back-testing of investment strategies and complex hedging models INVENTUM CAPITAL – Boutique investment bank, specializing in algorithmic stock selection Managing Director, Investor Relations; Member of the Investment Committee

Moscow, Russia

2014-2016 • Fine-tuned the investment strategy and expanded the product offering for Inventum Market Neutral Fund, $1.2M AUM • Created investor base of over 500 potential clients with cumulative capital available for investment of $1.5B • Launched a full-scale capital introduction program as part of international business expansion strategy, which established a

short list of 5 funds of funds with commitments under discussion in the range of $3M-$5M RYE, MAN AND GOR SECURITIES – Investment bank with expertise in mid-cap companies Senior Equity Analyst Equity Analyst

Moscow, Russia

2013-2014 2009-2013

• Advised clients investing in telecom and consumer industries with portfolios worth a total of $20M; recommendations delivered annual average of $1.5M in sales commissions for sales team and own book

• Earned the firm #1 Research Team ranking in Forbes 2014 based on reliable forecast estimates • Ranked top-25 Russian telecoms analyst, according to Extel Europe 2012 • Top-quoted Russian telecoms analyst due to weekly TV-interviews and regular quotes in leading Russian business

publications and Bloomberg


• Interests: Event planning, fashion, theatre, Russian literature, photo-editing apps, trying a new restaurant every month • Positions: Fundraiser, event promoter, and goodwill ambassador since 2006 at Downside Up charity fund, the largest

Russian charity fund helping families with children who have Down’s syndrome • Languages: Native speaker of Russian, advanced proficiency in French

CHARNICE BARBOUR 1700 Chestnut St. Unit 401, Philadelphia, PA, 19103 443.388.0240 [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA

Master of Business Administration Candidate; Major in Health Care Management 2016-2018

• Recipient of Peggy J. Koenig Endowed MBA Fellowship for outstanding academic and professional accomplishments

• Clubs: Return on Equality, VP of Analytics; AAMBAA, Academics Chair; WASA, Academics Chair; Dance Studio, Member

• Employment: MBA Program, Admissions Fellow; McNulty Leadership Program, Leadership Fellow; Undergraduate Life

Sciences Course, Teaching Assistant

THAYER SCHOOL OF ENGINEERING AT DARTMOUTH COLLEGE Hanover, NH

Master of Engineering Management 2010-2012

• One of five students out of 48 awarded high honors for independent culminating research project

Bachelor of Engineering, Concentration in Biomedical Engineering 2010-2011

• Patented a shoulder implant (US 20140128983) as part of culminating capstone engineering project

• Clubs: National Society of Black Engineers, Pre-Collegiate and Alumni Chair

• Employment: Novack Café, Student Manager

DARTMOUTH COLLEGE Hanover, NH

Bachelor of Arts, Engineering Sciences Major and International Studies Minor, 3.44 2006-2010

• Completed two study abroad semesters in Rome, Italy and Bangkok, Thailand

• Clubs: Afro-American Society, Financial Secretary; Tucker Foundation, Katrina Service Trip Member

• Employment: Dean’s Office, Student Consultant; Novack Café, Student Manager; Solid Mechanics, Teaching Assistant; Women

in Science Project, Intern; Dartmouth College Admissions Office, Intern

EXPERIENCE

BARCLAYS INVESTMENT BANK New York, NY

Summer Associate, Global Healthcare Summer 2017

• Executed an oversubscribed $1.8B live financing deal involving the creation of a rating agency deck, lender’s presentation, and

confidential information memorandum

• Assisted with preparation of client presentation materials on nine deals including buy-side M&A and dual track IPO and M&A

• Created internal sponsor-backed deal database involving large transactions (>$200M EBITDA) over the past five years

TRINITY PARTNERS: A global life sciences strategic consulting company Waltham, MA

Consultant 2014-2016

Senior Associate Consultant 2014-2014

Associate Consultant 2012-2013

• Conducted market research, data analyses, and due diligence for 45+ projects, serving over 20 leading and emerging

pharmaceutical, medical device, and biotech companies in key therapeutic areas such as oncology and diabetes

• Examined yearly results from an Awareness, Trial, and Usage (ATU) quantitative survey to assess and ameliorate access issues

for a $94B pharmaceutical company’s four oncology agents. Project resulted in redirection of company’s strategy

• Managed a $350K project and day-to-day activities of a team of two identifying levers in the oncology treatment paradigm

prior to product launch to help with regulatory submission and clinical trial activities for a $2.6B pharmaceutical company

• Determined potential market share, target consumers, and marketing materials of an anti-infective drug for a $7B company by

interviewing key consumers and analyzing data from a large international survey

• Constructed model to help VP of Analytics of a $260M company forecast sales and volume for newly launched pain product

• Co-coordinated two-week training period for new hires and redeveloped new hire project by updating materials and increasing

cross-company involvement. Improvements revealed higher new hire employee satisfaction compared to previous year

• Supervised summer intern project focused on merger and acquisition trends of healthcare companies for internal database


• Management Leadership for Tomorrow (MLT), Ascend Coach, MBA Prep Fellow, PD Fellow 2015-Present

• JumpStart Advisory Group Network, Member 2016-Present

• Skills: SPSS, Extend

• Interests: Zumba, hiking (Mt. Etna, Mt. Moosilauke), watching documentaries (What Happened, Miss Simone?)

SAMUELE BARONCHELLI 317 South 17th Street, Apt 1F, Philadelphia, PA 19103

+1-267-437-6517 | [email protected]

EDUCATION



Philadelphia, PA

2016-2018

• Treasurer of Europa Club, VP Investment Banking Europe of Finance Club, Field Manager of Soccer Club

• Member of Private Equity Club, Public Speaking Club and Energy Club

• Teaching Assistant for Financial & Managerial Accounting and for Corporate Finance classes; Wharton Admission Fellow

• Fall 2016 and Spring 2017 Director’s List (top 10%); First Year Honors (top 20%); GMAT: 760 (99th percentile)

POLYTECHNIC OF MILAN

Master of Science in Nuclear Engineering

Milan, Italy

2010-2013

• Graduated with 110/110, cum laude

• Developed mathematical and statistical tools to model safety in nuclear power plants

• Co-authored four papers on statistical modeling published in international journals and presented at international conference

• Served as Visiting Research Student at City University of Hong Kong for three months

POLYTECHNIC OF MILAN

Bachelor of Science in Physics Engineering

Milan, Italy

2007-2010

• Graduated with 110/110

• Completed diverse range of coursework in Engineering, Applied Science, Mathematics, Physics, Electronics and Statistics

• Intern at Italian Institute of Technology (IIT), developed innovative organic solar cells on flexible support

EXPERIENCE

CITI INVESTMENT BANKING

Summer Associate – Industrials Group

London, UK

Summer 2017

• Performed initial valuation of companies in Automotive, Transportation, Manufacturing, Metals & Mining, Chemicals and

Infrastructure sectors, and developed pitch materials on strategic alternatives and financing

• Developed and analyzed numerous valuation methodologies, including DCF, precedent and comparable transactions, LBO,

accretion/dilution, sum-of-the-parts, and contribution analysis

BOOZ & COMPANY / PWC STRATEGY&

Associate

Consultant

Milan, Italy

2014-2016

2013-2014

• Managed and delivered outcomes of project workstreams, collected qualitative and quantitative data, and structured and

performed detailed analyses

• Built financial models to evaluate decisions and provide recommendation to clients

• Prepared proposals for 10+ industrial and energy clients that led to $3+mn in new projects

• Mentored new hires and led teams with 2-3 junior resources; participated in recruiting activities and conducted interviews

Selected project experience:

• Design of a Shared Services organization (revenues $1.1bn) for a major automotive company (revenues $100+bn): Defined corporate structure, including analysis of tax and mark-up implications; modeled future financial statements and

cash requirements ($275mn) of each legal entity; defined dividend payments for an existing legal entity to minimize

capitalization; drafted contractual attachment and implementation road map for the new organization

• 5-year Strategic Plan for an automotive components manufacturer (revenues $800mn): Identified addressable market

for client’s products (shock absorbers & brake components); analyzed main competitors for each product, segment and

region, in term of dimensions, strengths and applications; prepared account plan for key customers and consolidated sales

projections (7% CAGR on five years); ran preliminary assessment of a target company (revenues $80mn) for acquisition

• Credit and Financing process improvement for a leading European utility (revenues $10bn): Reduced ratio of overdue

account receivables over revenues by 25%; released cash ($500mn) with direct impact on the P&L during the same fiscal

year; defined a new operating model to lower costs while improving effectiveness

• Key additional projects: Conducted organization and governance review for a railway company in the Middle East, sales &

marketing process improvement for a leading Italian utility, efficiency improvement of Contracts & Procurement department

for a Kazakh Oil & Gas JV


• Interests: Mountain hiking and trekking; cycling; reading; traveling and visiting art museums in 20 countries

• Community: Elected in 2011 as town councilor in hometown and received the remit for budget and taxes; member of

Mentors4U (mentored undergraduate students to support academic and professional development)

• Languages: Native Italian, basic German (Zertifikat Deutsch: B)

LUCAS S. BLANCHARD 226 West Rittenhouse Square, Apt. 1417, Philadelphia, PA 19103

215-203-2158 | [email protected]

EDUCATION


Master of Business Administration Candidate, Majors in Accounting and Management

Philadelphia, PA

2016-2018

GMAT: 750 (98th

Percentile)

Recipient of Wharton Lauder Fellowship for exceptional professional and personal achievement

Leadership: Board Member of Out for Business, Admissions Fellow, Teaching Assistant for Accounting and Operations

Departments

Club Membership: Dealmakers Club, Finance Club, Wharton Hispanic MBA Association


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

Philadelphia, PA

2008-2012

GPA: 3.71/4.00, Dean’s List 2009-2012, Graduated magna cum laude

Leadership: President and Publisher of Penn Political Review, Co-Chair of University of Pennsylvania Honor Council,

Teaching Assistant for Business Economics and Public Policy Department

EXPERIENCE

BANK OF AMERICA MERRILL LYNCH

Investment Banking Summer Associate, Financial Institutions Group

New York, NY

Summer 2017

Worked on evaluation and execution of 7 transactions across 3 product groups (M&A, Leveraged Finance, Equity Capital

Markets) in Asset Management, Banks, Specialty Finance, and Financial Technology

Drafted Equity Commitment Memo and performed financial modeling for a $2B M&A, IPO dual track of major payment

processor and acquirer

Researched and prepared activism defense presentation for Bank of America Corporation board meeting

CAPITAL ONE FINANCIAL CORP.

Senior Business Analyst, U.S. Card Credit Policy and Valuations

McLean, VA

2014-2016

Developed and maintained statistical valuations model used to make approval and credit line decisions for 2M applicants per

year with over $6B in counterparty exposure

Led project to improve customer experience by enabling card applicants to fulfill requests for additional information through

their smartphones, resulting in an increase of 122K annual accounts booked and $17.5M in value created

Redesigned Capital One’s fraud detection algorithms to better identify early signs of fraud among card customers reducing

yearly losses by $18M

Developed strategy to optimize interest rates and increase credit exposure by $630M through extensive company, industry,

and economic data analysis, resulting in $24M in value created

Appointed to manage Capital One’s newly established Hispanic campus recruiting effort due to exceptional performance in

diversity recruiting work; selected and led team of 8 associates in developing and executing recruiting strategy

Managed group of 6 associates in establishing a more robust associate recognition program for a 200+ employee division,

increasing program engagement by 170%

Business Analyst, Payment Protection Insurance

2012-2014

Managed relationship with external auditors to ensure sales practices, refunds, and record-keeping were compliant with state

and federal regulations

Led cross-functional team of operations analysts, data scientists, and lawyers in developing remediation strategies for 6

regulatory breakdowns, resulting in returning $3M to over 200K Payment Protection Insurance customers

Oversaw successful payout of refunds and provided product expertise for the development of 48 regulatory controls


Interests: American and Chilean Public Policy, Foreign Affairs, International Travel, Tennis

Certifications: Passed CFA Levels I & II on first attempts, June 2018 CFA Level III Candidate

Languages: Native speaker of English and Spanish, conversational in French and Portuguese

Data Analysis Skills: JMP, Python, SAS, SQL, VBA

Cross-Cultural Experience: Born and raised in Santiago, Chile (U.S. Citizen). Lived in Trinidad and Tobago for four years

and traveled extensively throughout Asia, Europe, Oceania, North America, Latin America, and the Caribbean

HANNAH OVERSETH BOZIAN 225 South 18th Street | Philadelphia, PA 19103 917-929-5089 | [email protected]

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

Philadelphia, PA 2016-2018

• Leadership: Vice President of Marketing, Wharton Women in Business; Student Life Fellow; Welcome Committee • Select Activities: Finance, Tech, Media & Entertainment, Social Impact, Japan and Wine Clubs • GMAT: 760 (99th percentile)

UNIVERSITY OF MICHIGAN Bachelor of Arts, Political Science and Communications Studies, Highest Honors & High Distinction

Ann Arbor, MI 2009-2013

• Cumulative GPA: 3.86/4.00 • Earned Highest Honors for the writing and research of senior thesis, Conservatives and Liberals: Partisan News, a Polarized

Public and Popular Media Consumption; James B. Angell Scholar; University Honors • Senior Editor of Marketing, Michigan Journal of Political Science; Philanthropy Chair, Alpha Delta Pi Sorority

EXPERIENCE GOLDMAN SACHS & CO. Summer Associate, Investment Banking Division, Industrials Group

New York, NY Summer 2017

• Received full-time return offer • Built M&A materials including multiple merger model analyses for different acquisition structures for the potential purchase of a

$20bn+ Aerospace and Defense company • Prepared client materials for a $25bn Automotive company on strategic acquisition targets for both their SpinCo and RemainCo

businesses following the spin to pursue separate competitive market positions • Created valuation materials including a merger model, DCF, precedent transactions, credit and debt restructuring analysis for a

potential $3bn+ sale of a sponsor-owned Industrial Products asset THE PARTNERSHIP FOR NEW YORK CITY Membership organization of 300+ business leaders representing NYC’s largest private sector employers Director, Communications

New York, NY

2015-2016

• Promoted directly to Director, skipped “Senior Associate” role, a rare occurrence in the organization • Managed all social, web and member communication; modernized digital strategy, overhauled network communication, increased

contact with members from once/twice yearly to once/twice monthly • Created and collaborated on major strategic initiatives with Corporate Affairs, Government Affairs, and Research & Policy teams

to engage New York City’s business community; projects included roll out of an analysis of the financial services industry in New York to improve the industry’s favorability among local press and politicians, and a research report and policy proposals regarding the expansion and encouragement of innovation and technology in New York City

• Worked on social and traditional media strategies for the Partnership Fund, a $135mm investment fund, for their Fintech Innovation Lab and Digital Health Accelerator programs, in addition to general organizational communications

Associate 2013-2015

• Worked directly with the Executive Vice President and across departments to significantly improve organizational workflow and coordination procedures; created streamlined cross-department strategies for information sharing and project execution

• Wrote introductory remarks, talking points, and briefings weekly, for both the Partnership CEO and member company CEOs for large and private events on topics ranging from mayoral elections to crime statistics

ADDITIONAL INFORMATION • The Spence School, Class of 2009, Alumnae Board Member (2016-present)

o Lead fundraising initiatives for the Annual Fund; for the past five years Spence has had the highest alumni participation of all NYC private schools; plan reunions and other events to keep alumnae engaged and involved with the school

o 2013 nominee for Distinguished Alumna Award for Service to Spence (one of six nominees of all alumnae) o Youngest member of the Alumnae Board in Spence’s history

• The New York Women’s Foundation, Grants Advisory Committee (2015- present), Committee for the Future (2014-present) o Review grant proposals, conduct site visits, and make funding recommendations to the Board for nonprofits that support

NYWF’s commitment to helping women and girls in the five boroughs • Interests: Passionate traveler (35 countries, 31 US states; studied abroad at University College of London in 2012), culinary

enthusiast (Associate Member at The James Beard Foundation) • Skills: Proficient in Microsoft Office programs, Salesforce, WordPress, MailChimp, SPSS and iNews

MARIA ALEJANDRA CHAVEZ VALENCIA 222 West Rittenhouse Square – APT 1604 ½Philadelphia, PA 19103 | +1 267-800-9081 ½[email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate; Major in Actuarial Science and Finance 2016-2018 • Membership: Wharton Women in Business Club, Finance Club, Consulting Club, Boxing Club, Mountaineering and Outdoors

Club, Wharton Hispanic and Latin America Student Association (WHALASA), and Catholic Club.

UNIVERSIDAD COMPLUTENSE DE MADRID Madrid, Spain University Expert in Excel VBA Programming Applied to Finance and Actuarial Science 2012-2013 • Honors: Graduated with merit honors.

UNIVERSIDAD DE LIMA Lima, Peru Bachelor of Science in Industrial Engineering 2005-2010 • Honors: Graduated top 20% of class. GPA: 4.00.

EXPERIENCE

CREDIT SUISSE SECURITIES (USA) LLC New York, USA Summer Associate, Financial Institutions Group Summer 2017 • Worked in nine transactions across all major products, including 2 live deals and 3 deals led by the Global Head of FIG. • Performed financial modelling and valuation analysis for asset management and insurance companies.

PROTECTA COMPAÑÍA DE SEGUROS. - Subsidiary of Chilean Group Security Lima, Peru Deputy Actuarial and Operations Manager 2015-2016 • Determined company policies for product development, pricing, reserving, reinsurance, and asset valuation. • Oversaw operational systems, processes and policies for underwriting, back-office, claim settlement, and accounting

valuation of the investment portfolio. Managed a team of 13 including 2 department heads, 2 senior analysts, and 9 analysts. • Constructed 10-year budget to estimate solvency capital requirements. Conducted monthly presentations to Board of Directors. • Member of Managerial Team. Reported to CEO. Member of the Commercial, Actuarial & Operational, Investment &

Financial Planning Committees. • Member of the Actuarial Committee within APESEG (Association of Peruvian Insurance Companies). Represented Protecta

in meetings to discuss the required increase in retirement annuities’ reserves, as a result of regulator’s New Mortality Tables.

Deputy Actuarial Manager 2015-2015 • Installed the Appraisal Value Methodology and developed the VBA model, correcting the value of the Company in -11.15%. • Computed the Appraisal Value used in the acquisition process of Protecta and verified by several outside auditors. • Led technical-actuarial negotiations in the sale of a majority stake of Protecta to Grupo Security. Worked with Lazard IB team. • Selected to work with auditors and consultants in post-acquisition integration: PPA, review of BS for adequacy of provisions,

and evaluation of operational systems integration. • Selected as a high potential employee and first one chosen to receive individual coaching from Lee Hecht Harrison – DBM.

Chief Actuary 2013- 2015 • Established methods and constructed models and for product pricing, reserving, reinsurance and financial valuations. • Developed relationships and negotiated contracts with reinsurance companies: Hannover Re, Swiss Re and Scor SE. • Developed actuarial models (VBA language) that corrected calculation of Company’s liabilities: Adjustment of USD 9.6

MM in future flow of pensions (audited figure) and adjustment of USD 0.18 MM in reserves (audited figure). Developed actuarial models (VBA language) for calculation of IBNR and IBNER reserves (first actuarial models of the Company).

SUPERINTENDENCIA DE BANCA, SEGUROS Y AFP (SBS). - Banking and Insurance Regulator 2012-2013 Actuary Consultant • Programmed actuarial valuation systems – VBA language. Directed actuarial projects: ALM, reserve valuation, and P&L

valuation of unit-linked life insurance products. Conducted account reconciliations. • Selected for internship in SVS (Regulator in Chile) to help determine new collective framework for disability, survival and

funeral expenses insurance in Peru. Collaborated in new technical framework for IBNR and IBNER reserves, first usage of actuarial models in calculation.

RIMAC SEGUROS Y REASEGUROS. - Peruvian leading insurance company 2010-2011 Risk Analyst

BNP PARIBAS CARDIF 2010-2010 Risk Analyst


• Certifications: Process Reengineering (Universidad del Pacífico, 2010), Financial Risk Management (Tecnológico de Monterrey, 2011), Ninth International Specialization Program in Finance and Risk Management (SBS, 2012), Risk Management in Insurance Companies (Toronto Centre of Canada and SBS, 2012), Strategic Risk Management in Financial Institutions (Finanzgruppe Sparkassenstiftung Für Internationale Kooperation, 2012), and Training Program in IFRS (E&Y, 2012).

• Volunteering Activities: Consultant to Bilimkana Foundation (Kyrgyzstan) through Wharton Global Impact Consulting Club (May, 2017). Conducted financial analysis to determine cash flow deficit and potential endowment’s structure.

• Language: Spanish (native proficiency).

JACQUELINE ANNE CHAYET 2116 Chestnut Street, Apt. 1402, Philadelphia, PA 19103


EDUCATION


Master of Business Administration Candidate; Majors in Accounting & Finance

Philadelphia, PA

2016-2018

• GMAT: 730; Academic Honors: Recipient of the Joseph Wharton Fellowship; Director’s List Fall 2016 (Top 10%); First

Year Honors (Top 20%)

• Leadership: Student Life Representative, Cluster Council; Retail Conference Committee, Retail Club; Fashion/Production

Committee, Wharton Charity Fashion Show

• Member: Finance Club; Wharton Wildmen Hockey; Dance Studio; Wine Club

COLLEGE OF ARTS AND SCIENCES, UNIVERSITY OF PENNSYLVANIA

Bachelor of Arts; Major in International Relations; Minor in Hispanic Studies – summa cum laude

Philadelphia, PA

2009-2013

• Cumulative GPA: 3.96/4.00; Academic Honors: Phi Beta Kappa Society; Co-Valedictorian of the International Relations

Major; Sigma Iota Rho Honor Society for International Studies; Dean’s List (2009-2013)

• Leadership: Associate Editor, Sigma Iota Rho Journal of International Relations; Junior Fashion Editor, The Walk

Magazine; Campus Tour Guide, Kite and Key Society; Tutor, West Philadelphia Tutoring Project

EXPERIENCE

GOLDMAN SACHS

Summer Associate, Investment Banking Division – Consumer Retail Group

New York, NY

Summer 2017

• Advised leading retailer on a variety of strategic acquisitions, divestitures and recapitalizations. Materials were intended to

provide direction at upcoming Board meeting

• Constructed IPO pitch, including creating equity story and building financial model, for a consumer goods company.

Resulted in winning the pitch and subsequent preparation of materials (e.g., Analyst Day Presentation, S-1) for IPO

• Identified potential merger/acquisition targets and conducted merger analysis for consumer goods company. Insights were

used to inform Board of complementary acquisitions

OLIVER WYMAN

Associate, Financial Services Group

New York, NY

2016

• Managed team of three to automate analysis and monitoring of mortgage servicer data at public sector client; coordinated

with employees to identify data needs. Resulted in development of detailed reports that informed decisions of executives

• Developed data-intensive tools that enabled public sector client to monitor compliance with loan modification programs and

communicated outcome to client. Identified over 2,000 customers who received improper loan terms and developed

remediation plans

Senior Consultant, Core Consulting Group

2015-2016

• Built data-driven, automated model to enable public sector client to prioritize and optimize workload based on return on

investment. Conducted year-long testing, leading to savings of over $500MM

• Responded to classification of insurance company as systemic by collaborating with team of lawyers and consultants;

modeled the impact of company failure on U.S. capital market activities. Successfully overturned company’s designation as

systemic, setting precedent for future designations of insurance companies

• Worked with over 20 consultants to support benchmarking initiative for global investment banks; analyzed data by bank to

identify key growth opportunities. Resulted in sale of $6MM in client work to two investment banks

Consultant, Core Consulting Group 2013-2015

• Constructed comprehensive risk management policy and related implementation procedures; developed training program and

presented it to stakeholders. Enabled alignment with industry practices and regulatory expectations

• Partnered with internal regulatory team at investment bank to create model development standards in order to comply with

leading practices and ensure readiness for model governance activities. Resulted in additional $2MM of model governance

work with client; standards have since become part of firm’s go-to IP and have been used with numerous other clients


• Interests: Fashion; travel to Spanish-speaking countries; playing tennis

• Membership: Penn Alumni Interview Program; Young Alumni Committee at the Penn Club

• Languages: Conversationally fluent in Spanish

KEVIN ANDREW CONNORS 1600 Chestnut Street, Unit 606, Philadelphia, PA 19103 | 484-566-2100 | [email protected]

EDUCATION


Philadelphia, PA

2016-2018 Leadership: President of Finance Club, Social Chair of Southeast Asia Club Membership: Basketball, Public Speaking, and Food Clubs Pre-MBA Corporate Development Internship at Hulu primarily spent building multi-country NPV model GMAT: 750 (98th percentile) SAINT JOSEPH’S UNIVERSITY Double Major B.S. in Finance, B.A. in Economics (summa cum laude; GPA: 3.9)

Philadelphia, PA; Beijing, China

2005-2009 Studied abroad in Beijing, China for two semesters, creating and leading an English training program for 80 migrant workers Merit-based tuition scholarship recipient; varsity rower and 2006 Dad Vail Regatta gold medalist

EXPERIENCE MORGAN STANLEY Summer Associate, Investment Banking

New York, NY

2017 Received full-time offer; worked with M&A, Industrials, Transportation, and Power & Utilities groups Worked with analyst to build merger model for Colfax’s unsuccessful $1.8B+ bid for Israeli irrigation manufacturer Netafim Performed DCF analysis for the sale of $700M power generation asset for sponsor client Led creation of CIM for $300M European airline including developing key investment angles COMMONWEALTH COMPUTER RECYCLING Search Fund Co-Investor, Co-CEO

Philadelphia, PA

2015-2016 Identified turnaround opportunity, negotiated with owner, and purchased 50% of distressed electronics recycling company Raised debt and sold equity of $1M in aggregate; negotiated with investors to agree on valuation Improved monthly cash flows from negative $10K to positive $20K by growing revenues from $50K to $110K, renegotiating

debt repayment schedules, and revising working capital terms L.E.K. CONSULTING Consultant (top 10% of class) Senior Associate Consultant (top of class, early promotion) Associate Consultant (top 10% of class) Associate (top 10% of class)

Singapore; Bangkok, Thailand

2014-2015 2013-2014 2012-2013 2010-2012

Managed teams of three to eight associates across Asia Pacific on M&A due diligence, strategy, and implementation engagements; selected to assist Managing Director in opening new Singapore office

Key Projects: Collaborated with CVC in their $1.7B purchase of Kentucky Fried Chicken Malaysia, including identifying revenue growth

and margin expansion opportunities Supported KKR Special Situations group in their $55M investment in Indonesian food company Tiga Pilar, including

developing a P&L forecast focused on product demand and corresponding capex requirements Built bottoms-up market sizing model for new construction material product and corresponding demand elasticity curves

across five countries for manufacturer considering expansion into Asia Led 10-person L.E.K. and client team in implementing sales & marketing strategy for education client’s new $500M

international school in Singapore, boosting enrollments by 140% in six months and leading to job offer from client FULBRIGHT SCHOLARSHIP PROGRAM Fulbright Scholar

Yilan City, Taiwan

2009-2010

Led English department policy development at two rural public schools, overseeing the education of 200 students

ADDITIONAL INFORMATION Interests: Philadelphia 76ers, career mentoring for college students, and hiking (Andes, Mount Kinabalu, Himalaya) Languages: Conversational Mandarin; basic proficiency in Thai

ZHEQIAN DENG 2116 Chestnut Street, #2706, Philadelphia, PA 19103 | +215-470-7719 | [email protected]

EDUCATION


Master of Business Administration Candidate

Philadelphia, PA

2016-2018

• GMAT 750 (98% percentile); Awarded merit based Forté Fellowship; Passed all three levels of CFA exams

• VP of Marketing and Communications of Wharton Investment Management Club

BEIJING FOREIGN STUDIES UNIVERSITY

Bachelor of Arts, Major in English, Minor in Information Management

Beijing, China

2000-2004

• Chief Copy Editor of school journal; 2nd in National Band-8 Test for English Majors (top 1%)

EXPERIENCE

WILLIAM BLAIR INVESTMENT MANAGEMENT Chicago, IL

Equity Research Associate, MBA Intern Summer 2017

• Performed proprietary due diligence to understand critical drivers and trends in Chinese liquor and home appliances sectors

and assess future growth prospects; Evaluated investment opportunities and initiated coverage on eight companies listed in

China A-shares market within those two sectors

• Analyzed equity investments through a combination of fundamental business and financial statement analysis, talking with

management teams, industry experts, regulators, and sell-side analysts, and financial modeling

• Drafted investment memoranda and pitched recommendations broadly to the firm and to internal portfolio teams

XINHUA NEWS AGENCY

Editor-in-Chief/Mobile Product Unit, Digital Media Center of Reference News

Reference News is China’s largest and world’s 5th largest daily owned by Xinhua News Agency

Beijing/Jilin, China

2016

• Formulated product strategy based on competitor and user data analysis, drove cross-unit resource integration to execute

product strategy, increased daily view counts by 200%+ to 3m+

• Led commercialization of Reference News’ official App, secured long-term contract of $22m

• Developed partnership with major news platforms and apps to stimulate installation and to increase active user of Reference

News’ official App

• Supervised operation of Reference News’ official App in areas of marketing, user activities and content maintenance

• Fasted promoted to Editor-in-Chief among peers (top 1%)

Operation Editor/Mobile Product Unit, Digital Media Center of Reference News 2013-2016

• Developed and maintained cooperative relationship with China’s top news platforms, negotiated favorable exposure

positions on platforms in peer competitions, brought about ~10m new online subscribers

• Planned and led implementation of 12 online promotional events with tight budget, attracted 300,000+ new users and

increase user stickiness by 25%

• Advised ad client on ad strategy based on data analysis of product user behavior and demography, increased average click

rate of ads by 150% and secured ad partnership worth $18m

Translator/English Translation Department of Reference News 2006-2013

• Identified trend of readers’ interest shift, convinced department supervisor to calibrate content supply strategy accordingly,

achieved 30% increase in department revenue and 10-year-high single circulation record during overall industry downturn

Journalist/Jilin Bureau of Xinhua News Agency 2005-2006

• Led coverage on auto parts and real estate sectors that positively influenced government decision making on industry policies

Assistant Translator/English Translation Department I of Reference News 2004-2005


• Entrepreneurship: Founded we-media account Museum Tour to promote museum culture, developed it into the most

popular account on top news platform, with 24m+ view counts;

• Interests: Amateur magician, performed with David Copperfield in eight magic shows before 140,000+ audience; Avid

backpacker, mounted Everest Base Camp

• Language: Native speaker of Mandarin

mailto:[email protected]

TEJASWI DONDAPATI Mobile: 267-366-0387

Email: [email protected]

EDUCATION



Philadelphia, PA

2016-2018

• GMAT: 780 (99th percentile); First Year Honors (top 20% first year GPA)

• Awarded Forte Fellowship for outstanding academic and professional accomplishments

• Member of Finance, FinTech, Squash and Boxing clubs

INDIAN INSTITUTE OF TECHNOLOGY (IIT) MADRAS

Bachelor & Master of Technology in Mechanical Engineering, Minor in Economics

Chennai, India

2008-2013

• Elected representative by 600 students to a 40-membered Students’ Advisory Council for 7,000 students

• Led relationships with 200 companies recruiting 1,200 students as Head of the Mechanical Engineering Placement Team

• Managed teams of 10 volunteers and coordinated events with 600 participants for annual technical festival

• Captain of Institute Women’s Tennis Team. Won two gold medals at annual Inter-IIT sports meets

• Ranked in top 0.3% of 300,000 applicants in IIT Joint Entrance Examination

EXPERIENCE

DEUTSCHE BANK

Investment Banking Summer Associate

New York, NY

Summer 2017

Provided valuation analyses and deal materials for client and internal discussions. Supervised full-time and summer analysts

• Built detailed merger model, credit and debt restructuring analysis for potential acquisitions in Financial Institutions and

Healthcare. Executed two live deals in equities for >$150 mn each

ABBOTT INDIA LIMITED

Chief of Staff, MD & CEO’s Office

Mumbai, India

2015-2016

Led four-membered cross-functional teams to implement high priority projects for MD & CEO. Responsible for day-to-day

program management to achieve commercial goals and functional priorities for a $400 mn business. Reported directly to MD and

drove agenda at various executive meetings

• Led creation of Abbott India’s $35 mn investment proposal for 2015-2019 to global board of Abbott Laboratories

• Directed recruitment for Abbott India’s accelerated rotational leadership program at Tier 1 business schools in USA and

Europe. Increased applications by 200% and doubled number of schools targeted through campus outreach

• Launched industry-first alumni network covering 300 retirees, significantly increasing current employee engagement

MCKINSEY AND COMPANY

Business Analyst

Chennai, India

2013-2015

Led workstreams in strategy and operations for clients in Financial Services, Information Technology, Pharmaceutical and

Automotive industries across India and Southeast Asia

• Developed concept and technical blueprints to enable digital sales and increase revenue by $625 mn over five years (20%

increase over baseline) at Southeast Asian retail bank. Designed and implemented customer journey across six digital sales

channels (e.g., ATMs, mobile devices) and 16 products (e.g., savings accounts, home loans) across four markets (Malaysia,

Indonesia, Thailand, Singapore)

• Conducted acquisition due diligence on $287 mn Indian housing finance company for private equity firm by leading team of

two analysts to interact with customers, competitors and analyzing market landscape in two weeks

• Transformed operations to double operating profit margin for global IT services provider. Achieved savings of $500 K

(140% of target) in first quarter by improving resource utilization and reducing SG&A expenses across USA and India

• Identified savings of 10% in manufacturing cost for large tractor manufacturer through modularity in product design

• Designed interventions to cut annual losses of $4 mn within 18 months in chain of car service outlets

• Restructured recruitment function at pharmaceutical company to accelerate recruitment of critical positions


• Interests: Running (Completed the Auroville half marathon and eight 10 K runs), Long distance cycling (Recent trips

include 110 km/70 mi routes across South India coast), Coffee brewing

• Community Service: Led “Women as Leaders” initiative at McKinsey, overseeing a team of four, to facilitate dialogue

among women consultants


RICHARD H. DOUGLIN 619 Schuylkill Avenue, Philadelphia, PA 19146 | [email protected] | 281.793.4489

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate; Major in Finance 2016-2018 • Fellowships: The Robert Toigo Foundation MBA Fellowship; McMullan Family Fellowship • Positions: Finance Club – VP of Investment Banking (NYC), AAMBAA – Sponsorship Chair, 2016 Wharton Energy Conference –

Oilfield Services Panel Director, Houston Energy Banking Trek – Trek Co-Leader, Energy Club – Social Chair • Member: Welcome Committee Fellow, Student Life Fellow, Rugby Club, Soccer Club TEXAS A&M UNIVERSITY College Station, TX Master of Science, Electrical Engineering, GPA: 3.8 2009-2012 PRAIRIE VIEW A&M UNIVERSITY Prairie View, TX Bachelor of Science, Electrical Engineering, GPA: 3.8, magna cum laude 2003-2007

EXPERIENCE MORGAN STANLEY New York, NY Investment Banking Summer Associate Summer, 2017 • Provided financial advisory services and assisted clients in raising funds through capital markets • Supported client in analyzing the acquisition of 30% equity stake in a shipping company • Prepared pitch book and identified value creation options for a buy-side client; analyzed Public Comparables and Precedent

Transactions EXXONMOBIL – BATON ROUGE POLYOLEFINS PLANT Baton Rouge, LA Reliability Engineer 2015-2016 • Led a team of disciplined engineers and process technicians to develop equipment strategies to achieve 95%-unit availability in lieu

of an environmental mandate to reduce overall plant hydrocarbon emissions • Analyzed 10+ years of plant equipment maintenance history to develop the plant’s first official equipment bad actor list • Provided leadership necessary to develop and implement plans to attain reliability and maintenance goals of business teams EXXONMOBIL – BATON ROUGE REFINERY Baton Rouge, LA Senior Electrical Engineer 2014-2015 • Managed all electrical operations, maintenance, and capital projects in distillation and specialties and operating services

departments of 4th largest refinery (~502,500 barrels per day) in the United States • Prevented shutdown of refinery’s largest crude distillation unit (~235,000 barrels per day) by analyzing an electrical issue and

issuing craft workforce with necessary information to implement solution, saving the refinery of possible losses of $936K/day • Implemented a novel project accounting for credits of $12M/year, to increase reliability of jet fuel treating process by 5% • Devised a creative and non-traditional solution by using power monitors, a proven pump monitoring technology, in tank mixing

applications to maintain product quality specifications of aviation fuel, equating to annual savings of $100K/year EXXONMOBIL – RESEARCH AND ENGINEERING Fairfax, VA Advanced Electrical Engineer 2012-2014 • Collaborated with business partners (site reps, project team, vendors, contractors) on a $3B capital project in Singapore, delivering

technically sound information to influence decisions • Developed and issued technical specifications for a $250M power system expansion project in Singapore and a $750M power

system expansion project in Canada • Improved overall success (+50%) of a highly visible project, over the course of two consecutive years, despite an increase in scope

and a reduced budget BLACK & VEATCH CORPORATION Houston, TX Electrical Engineer I 2008-2009

ADDITIONAL INFORMATION • Management Leadership for Tomorrow (MLT), MLT Fellow • Interests, Sports (Soccer, Basketball, Cricket, Football), International and Domestic Travel

AMY Y. DUFFUOR 415 South Van Pelt, F4, Philadelphia, PA 19146 | +1 267-410-1473 | [email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Finance and Entrepreneurial Management 2016 - 2018

Fellowships: Toigo MBA Finance Fellowship. Michael & Anne Connelly Endowed Fellowship (The Wharton School).

Bank of America Merrill Lynch MBA Diversity Fellowship.

Clubs: Wharton Impact Investing Partners (Investment Associate & Financial Inclusion Team Lead, Director of Partnerships),

Social Impact Conference (Co-Chair), Social Impact Club, Finance Club, AAMBAA (Alumni Co-Chair), Wharton Africa Students

Association, Wharton Women in Business, FinTech Club, Return on Equality, Out4Biz Ally.

ST. ANTONY’S COLLEGE, UNIVERSITY OF OXFORD Oxford, UK

Master of Philosophy in Migration Studies; Distinction 2009 - 2011

COLUMBIA COLLEGE, COLUMBIA UNIVERSITY New York, NY

Bachelor of Arts in Urban Studies, specialization in Political Science; GPA 3.6/4.0 2005 - 2009

EXPERIENCE

BANK OF AMERICA MERRILL LYNCH New York, NY

Investment Banking Summer Associate, Power & Renewables Summer 2017

Delivered strategic advisory on M&A and supported execution of large-scale private and public capital markets transactions across

renewable power companies, independent power producers, and utilities.

IMPACT INVESTMENT EXCHANGE ASIA (IIX) Singapore

Impact investing firm that scales Asian social enterprises 2014 - 2016

Associate, Business Development & Advisory

Designed and implemented the firm’s first accelerator program - Impact Accelerator Philippines - which supports Filipino social

enterprises with seed capital, mentorship, customized training, and investment advisory services.

Developed a new revenue stream for IIX by partnering with government entities to replicate the Impact Accelerator model to new

geographies such as Singapore and Malaysia.

Designed 10+ incubator and accelerator programs, including a Sri Lanka agriculture accelerator for an international NGO.

STATE OF FLUX London, UK

Supply Chain and Procurement Consultancy that works with FTSE 20 and Fortune 100 companies 2011 - 2014

Management Consultant

Led sourcing project for UK healthcare organization ($550m) by conducting spend analysis, stakeholder management and supplier

negotiation. Managed seven sub-projects to strip out $2.6m cost, resulting in average of 27% cost saving for client.

Doubled sales leads for the firm by spearheading the 2012 Supplier relationship management (SRM) survey report; conducted data

analysis on 400+ respondents and managed workshops for companies such as Procter & Gamble and HSBC.

Partnered with CPO of global FMCG company ($59b) to revamp the global procurement training strategy by conducting all

analytics for a supplier satisfaction survey. Responsible for designing the survey and writing part of the final report.

BARCLAYS INVESTMENT BANK Singapore

Assistant Vice President, Legal Services (contracted to Barclays for one year) 2013 - 2014

Reduced the bank’s legal spend by creating and implementing new strategy of directing low-level legal work from high-cost law

firms to inexpensive contract lawyers.

Supported the Legal Sourcing team on spend analysis and negotiations during the 2014 Legal Panel Review, working across 400+

vendors with spend of $650m. Drove operational efficiencies and cost reductions across the global business by independently

managing 11+ sourcing projects.


Research: Extensive research conducted on West African migrant communities in the UK and USA. Published author. Named as

one of Powerful Media’s 100 Future Leaders of Britain.

Skills: Fluent in MS Office, SAP OneSource & P.S Financials; basic Salesforce, SPSS & Filemaker.

Languages: Spanish (advanced), Twi - Ghanaian dialect (basic).

Travel: Visited 40+ countries.

ELIZABETH (BOBBIE) ENGLERT 2116 Chestnut Street, Apt 1604, Philadelphia, PA 19103


EDUCATION


Master of Business Administration Candidate; Majors in Finance and Marketing

Philadelphia, PA

2016-2018

• Vice President of Wharton Technology Club; Member of Wharton’s Finance Club, Technology Club and Wharton Analytics

• Relevant Professional Training: Three Statement Financial Modeling, Valuations (DCF/LBO Modeling, M&A Comps, Public

Comps), Bloomberg, Capital IQ, IBISWorld, SQL, Salesforce, Excel, PowerPoint, Wall Street Prep and Pillars of Wall Street

UNIVERSITY OF CALIFORNIA, BERKELEY

Bachelor of Arts in Letters and Science; Major in Interdisciplinary Studies Field

Berkeley, CA

2007-2011

• Concentration: Consumer Behavior and Organizational Management; Senior Thesis on Management Strategy & Tech Innovation

• Member of Varsity Women’s Tennis Team, Division 1 NCAA team finalist; freshman walk-on, voted team captain after first year

• 3rd Place at American Advertising Federation National Student Advertising Competition 2008 (presented against 100 teams)

EXPERIENCE

LINCOLN INTERNATIONAL New York, NY

Summer Investment Banking Associate, M&A Advisory Summer 2017

• Staffed on 4 live deal teams across consumer, technology and industrial groups for companies with 8-9 figure EBITDAs

• Created New Business Presentation and Pre-Marketing pitch materials for tech and restructuring clients through in-depth research on

industry and analysis of client business statistics and financial reports; assigned / won both pitches during summer internship

• Led execution of CIM/CIP and Teaser materials for live consumer deal, formulating sell-side positioning strategy; identified and

wrote key investment considerations, growth opportunities, industry and business overview sections

• Developed financial model and company valuation using methodologies including pro-forma merger analysis and DCF valuation

• Created potential M&A acquirer lists for financial and strategic buyers using Capital IQ, IBISWorld and Gartner tools

GOOGLE, INC

Product Marketing Manager, Geo New York, NY

Consumer app and cross-product growth specialist 2015-2016

• Designed go-to-market strategy for Google iOS app product launch in local dining and user generated content space; user acquisition

strategy drove more than 100,000 app downloads, resulting in a top 5 iOS app store ranking on launch day

• Managed $5 million marketing budget, including brand marketing executions across digital ad and OOH campaigns

• Led the cross-functional geo dining product team meeting, owning launch initiatives, product development, reporting, analytics and

deliverables with leads from product management, engineering, marketing, content studio and UX

• Selected by leadership to represent the Geo team at the Google-wide cross-product growth strategy meetings at headquarters

Product Marketing Manager, Google Play

Lifecycle marketing specialist (acquisition, engagement, retention)

Mountain View, CA

2013-2015

• Designed and launched global lifecycle customer marketing strategy for Google Play Music: built automated email marketing

program modeled to up-level users along customer lifecycle journey; and distributed to more than 700,000 free and trial music users,

resulting in 172,000 clicks, 5x normal open and click-through rates

• Managed weekly US email newsletter for Google Play, developing strategic, cross-functional Google Play store promotions

responsible for a half billion email opens, driving 55 million visits to Google Play and $60 million in media value

• Promoted from Associate to Manager on the Android team for exceeding role and demonstrating critical impact for six quarters

Agency Program Development Associate, Small and Medium Business Sales and Operations

Client-facing business manager

San Francisco, CA

2011-2013

• Managed $19 million book of business portfolio of Google’s top grossing global advertising agencies and grew revenue 110% q/q

• Awarded Gold (MVP) Award by the Director of Global SMB Sales for outstanding team performance and leadership (only award

winner for a 500-person team); Received 10 peer bonuses from teammates recognizing contributions in cross-functional efforts

• Promoted first in new-hire start class from Associate to Strategist for strongly exceeding expectations for six consecutive quarters

ADDITIONAL INFORMATION Activities

• Global Analytics Program Manager for Women@Google: designed analytics strategy for employee resource group

• Board of Directors for Youth Tennis Advantage: San Francisco Bay Area tennis and tutoring program for low-income students

Interests: Live music, Malcom Gladwell books, the WSJ, Ira Glass podcasts, Ted Talks, tennis, college football, The New Yorker

WILLIAM FRANCIS 3514 Lancaster Ave. Apt 114 | Philadelphia, PA 19104 | 412-334-7325 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate; Major in Management, Finance, and Marketing 2016-2018 • Omnicom Fellow (Communications TA), MBA Mentor for Prof. Adam Grant’s undergraduate Organizational Behavior Class,

GMAT Score: 760 (99th Percentile) • Member of Media and Entertainment, Analytics, Technology, Innovation, Finance (VP), Veterans (Technology Director,

Admissions Rep), 22s, Adam Smith Society, and Golf clubs. UNITED STATES NAVAL ACADEMY Annapolis, MD Bachelor of Science in Applied Mathematics; Subspecialty in Operations Research Analysis 2007-2011 • Specialized in simulation, statistical, and regression modeling with focus on applied optimization techniques. • Awarded: Meritorious Unit Commendation in 2008. Superintendent’s List in 2008 and 2009. Spirit of the Lightweights in 2011. • Acted as Brigade Assistant Operations Officer in 2011, responsible for daily management of over 4,600 personnel. • Organizations: Varsity Lightweight Rowing 2007-2011, Mathematics Club, Company Honor Committee.

EXPERIENCE

GOLDMAN, SACHS & CO. Chicago, IL Summer Associate, Private Wealth Management Summer 2017 • Prospected opportunities for new business on a team of private wealth advisors managing $16.8bn in client assets, resulting in

growth of new business pipeline. • Operated directly with managing directors to perform analysis of 20-year growth and productivity metrics in Midwest region. • Partnered with four departments across Goldman Sachs to evaluate and determine investment strategies and sales approaches for

20+ prospective clients examining estate, tax, and philanthropic needs. UNITED STATES NAVY Point Mugu, CA Intelligence Officer, Flag Intelligence Watch Officer on board Nimitz Aircraft Carrier 2011-2016 • Ranked 1 of 17 junior officers repeatedly on performance evaluations. Awarded Navy and Marine Corps Achievement Medal. • Briefed the Secretary of the Navy following high profile national event during Southern Seas deployment, influencing strategic

decision making at the Presidential level. • Created, developed, and implemented unique quantitative analysis tool to process and exploit large amount of data, providing

significant battlespace advantage to combat operators daily during deployment. • Directed 150 personnel in creation of 300+ strategic intelligence briefings for Admiral in Command of Carrier Strike Group. • Designed and built innovative five-person cryptologic analysis and pattern recognition cell with no oversight, leading to its

permanent establishment in intelligence structure. • Planned, organized, and managed team of seven in implementation of unprecedented communications system, resulting in

significantly improved interoperability between ship-based and airborne personnel. • Led joint intelligence support to Department of Defense and Intelligence Community during multinational exercises with Chile,

Peru, Argentina, Brazil, South Africa, Great Britain, and Canada, ensuring successful negotiation with high level actors. • Acted as intelligence liaison to international leadership of 30+ nations during multinational exercises in Hawaii, contributing to

coordinated success of two Humanitarian Assistance exercises. Command Security Manager/Anti-Terrorism Force Protection Officer • Trained and mentored three sailors in completion of security specialist designation, leading to their promotion. • Established and implemented advanced classified material verification process and innovative inspection techniques, resulting in

a 58% reduction of inventory and greatly reduced risk of compromise and spillage. • Orchestrated teams of 14 personnel in planning and executing anti-terrorism exercises, vital in ensuring proficiency of security

personnel and safety of entire base.

ADDITIONAL INFORMATION • Additional Position: Graduate Management Admissions Test Tutor and Course Instructor, Veritas Prep (2015-Present)

Instructed and tutored 80 + students for 100+ hours. Publicly recognized for high level personal communication and presentation skills by students. Aided sales and media department in developing new marketing campaign, attracting new clients from around the world.

• Security Clearance and Training: Top Secret, Sensitive Compartmented Information. Naval Criminal Investigative Service certified Security Manager and Anti-Terrorism Officer.

• Community: Service2School Ambassador, Chaplain’s Assistant and Community Religious Sponsor, Special Olympics Volunteer, and Community Tutoring and Education Volunteer.

• Interests/Activities: Rowing, behavioral and organizational psychology, animal fostering, international studies, golf.

QI (JAMES) GAO 2116 Chestnut Street, Unit 2804 | Philadelphia, PA 19103

+1 267-908-1979 / +86 152-1056-3159 | [email protected]

EDUCATION



Philadelphia, PA

2016-2018

Top 10% GPA in all financial and accounting courses

Heavily involved in 4 financial modelling workshops by Wharton and Pillars of Wall Street (LBO Modelling and Valuation)

TSINGHUA UNIVERSITY

Bachelor of Economics

Beijing, China

2009-2013

Rank: 1/48, GPA: 93/100, Awarded National Scholarship (top 1%), Representative of National Student Congress

Investment Banking Division internships in Goldman Sachs and Royal Bank of Scotland

EXPERIENCE

CITIC PE ($16bn AUM Buyout Fund) Beijing, China

Summer Associate Summer 2017

Closed $50mn investment in a smart home IoT(Internet of Things) device and cloud-services company. Sourced investment

target through industry research, conducted detailed market diligence, designed deal structure, built forecast models and

applied different valuation approaches including multiples, DCF, net-asset-value discount etc.

Valuation and due diligence for investment opportunities in TMT sectors including Unmanned Aerial Vehicle, Virtual

Network Operator and Mobile Phone Panel

CAPITAL TODAY ($5bn AUM Growth Equity Fund) HongKong, China

MBA Investment Associate Winter 2017

Covered sports and entertainment sectors in China. Heavily engaged in deal sourcing and execution

Sourced a top sports information and community platform in China, which is seeking $70mn investment for D round.

Processed sports industry investment opportunity screening, and conducted market and consumer DD for target company

Closed $10mn investment in a furniture O2O platform and $5mn investment in a video social platform. Generated

investment idea through industry research, conducted commercial DD

MCKINSEY & COMPNAY Beijing, China

Associate (Fast Promoted with top 10% rating) 2016

Business Analyst 2013-2015

Due diligence of China real estate O2O industry for a global mega fund. Forecasted market size by modelling and analyzed

top management team capability of target company (a player with $6bn valuation). Assessed target company’s business model

against other online and offline players through key successful factors breakdown and focus group analysis

Financial modelling and growth strategy for a leading logistics company. Advised CEO to revise development strategy,

operation model in new market segments and achieved 150% top line growth in four months

Regional development plan and financial modelling for 4 metropolitan districts. Scanned opportunities in automotive

electronics sector. Coordinated negotiation between government and real estate developer for $1 billion investment deal

PINGAN HOUSING (McKinsey Secondment Program)

Investment Manager / Head of House-rent Business (Consistently Top 10% rating)

Shanghai, China

Spring2016

House-rent business leading: Defined house-rent business strategy, built team from scratch, proposed and guided

combination of 2 major housing APP of PingAn Group and achieved more than 300,000 daily active users in 5 months

Transaction plan of a $2bn real estate broker. Conducted industry analysis, convinced PingAn Group (key investor) and the

target company of transaction necessity and drafted term-sheet

BAIDU.COM INC (McKinsey Secondment Program)

Project Manager

Beijing, China

Autumn2015

New business strategy: Deep-dived into China online stock market, identified potential partners and planned new business

model for our online stock APP, applying to three national business partners

Cross function team management (a 50+ people team) during product design, develop and operation for 3 product versions


Interests: Soccer (winner of McKinsey World Cup), history (15 years classical Chinese reading and writing), poker

Certifications: Chartered Financial Analyst (CFA) Level II Candidate

PAOLA GARCIA 1601 Sansom St. Unit 11D

Philadelphia, PA 19103

707-334-3731

[email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSLYVANIA Philadelphia, PA

Master of Business Administration Candidate May 2018

• Fellowships: Robert F. Toigo Foundation, Management Leadership for Tomorrow (MLT)

• Wharton Hispanic American MBA Association (WHAMBAA) – Co-President

• Wharton Elected Leadership Incubator (ELI) – Founding Partner

UNIVERSITY OF CALIFORNIA, BERKELEY Berkeley, CA

Bachelor of Arts, Political Economics May 2012

• Latino Undergraduate Mentorship Program in Public Policy – Co-President and Founder

• Latino Business Student Association – Senior Vice President

PROFESSIONAL EXPERIENCE

GOLDMAN SACHS San Francisco, CA

Summer Associate 2017

• Analyzed current and prospective client investment portfolios comparing and recommending fund managers, while optimizing fees

• Established database for institutional and individual prospective clients, evaluating net worth and identifying contact information

• Participated in three weeks of rigorous Investment Management training, covering topics ranging from trust and estate planning to strategic

asset allocation

XO COMMUNICATIONS Herndon, VA

Financial Analyst IV 2016

Financial Analyst III 2015-2016

• Assisted 11 departments to plan and execute their 2016 budget submissions leveraging automation with the Adaptive Insights tool, resulting

in precise and consistent budget submissions four weeks ahead of schedule

• Led a company-wide transition between financial platforms TM1 Cognos and Adaptive Insights by developing a six month project plan,

focusing on change management and addressing resistance from current employees

• Facilitated individualized training sessions for 30+ budget owners and 80+ accountants to learn how to use Adaptive Insights and to ensure

users are aware of the process improvements associated with the new system, resulting in a performance award from the CFO

• Developed a Long Range financial model in Adaptive Insights, streamlining a manual process and increasing efficiency

• Implemented a project approval process company-wide, resulting in accountability and strategic capital investments valued at $290M

• Designed monthly forecast models for CFO’s financial board review, identifying 10+ risks and areas of opportunity

THE WHITE HOUSE Washington, DC

Finance Staff Assistant 2013-2015

• Supervised two employees, by practicing 360 feedback, creating individual development plans, and training them with Lean Six Sigma

fundamentals and project management techniques

• Designed a weekly financial dashboard for the Deputy Chief of Staff displaying overall budget status, important metrics, awarded contracts

and project statuses that directly impacted the White House Budget of $55 million

• Executed White House purchases of goods and services, valued at $200,000+, while ensuring precise budget execution, reconciling invoices,

building relationships with vendors, and coordinating timely delivery of goods and services

• Facilitated travel authorizations and reimbursements, while managing $300,000 budget to guarantee offices fall within

• Established monthly audits of White House invoices to ensure accurate billing, resulting in savings of $21,000+

DEPARTMENT OF THE TREASURY Washington, DC

Program and Management Analyst 2012-2013

• Coordinated Leadership Assessment Project by managing three individuals and ensuring deadlines were met

• Supervised SharePoint website by organizing content structure and designing Web parts and training team members

• Synchronized input from ten team members for weekly report for the Assistant Secretary for Management (CFO)

• Created an engagement strategy for the Secretary of Treasury to communicate with leadership for strategic planning

• Executed 2nd annual customer satisfaction survey and created report for leadership that analyzed 50+response data


• Community: VP of University Relations & Education, National Society of Hispanic MBAs (NSHMBA)

• Certifications: Lean Six Sigma Yellow Belt, Fed Acquisition Institute: Contract Officer, Adaptive Insights Administrator

• Awards: XO Ignite Performance Award for Process Improvement, Treasury Outstanding Performance Award

• Languages: Spanish (Fluent)

SID L. GULLEDGE, IV

2116 Chestnut Street, Unit 2310, Philadelphia, PA 19103 • 919-457-6905 • [email protected]

EDUCATION


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

Philadelphia, PA

2016-2018

• GMAT: 720 (Q:49;V:39)

• Member of Wharton’s Consulting, Rugby, Golf, and Veterans Clubs. Communications TA selectee.

• Wharton Welcome Committee Member. One of 40 selected (out of 200 applicants) to support Wharton recruiting.

• Selected (out of 183 applicants) to serve as a Wharton Nonprofit Board Fellow for Legacy Youth Tennis and Education.

OLD DOMINION UNIVERSITY

Master of Engineering Management; Major in Engineering

Norfolk, VA

2012-2014

• GPA: 3.73

• Authored “Optimization within Urban Angels Organization.” Used linear programming and aggregate planning to

reduce monthly food expenses by 32% and supply expenses by 57% in two-year span for Urban Angels 501(c)(3).

DUKE UNIVERSITY

Bachelor of Science; Major in Psychology, Minor in Chemistry

Durham, NC

2005-2009

• GPA: 3.55, Dean’s List: 2006, 2008, 2009

• AWARDS: Naval Reserve Officer Training Corp (NROTC) Scholarship Recipient; John Pope Eagle Scout Scholarship

Recipient; National Cargill Scholarship Recipient; Men’s Varsity Tennis Team Manager: 2005–2007.

EXPERIENCE

GOLDMAN SACHS & CO.

Private Wealth Management Summer Associate – Investment Management Division

Private Wealth Management VIP Summer Associate – Investment Management Division

New York, NY

2017

2016

• One of 35 selected (out of 498 applicants) for the 2016 Goldman Sachs Veterans Integration Program.

• Engaged directly with high value clients in asset allocation, risk analysis, and alternative strategy implementation.

• Identified and grew new business pipeline by over $1.5b for established advisors within Private Wealth Management.

UNITED STATES NAVY, SURFACE WARFARE OFFICER

Cruise Missile Division Leader, Third Fleet Command

San Diego, CA

2014-2016

• Navy Instructor of the Year, 2015 (IOY-Officer); 18 naval commands and 3,000+ instructors.

• Conceived and developed myMTS, a mobile application to train Navy and Marine Corp Instructors. Direct impact to 10,000

Naval Instructors daily. Project approved by Head of Navy Training and Education, Admiral White.

• Recognized as a Top 40 under 40 Military Member (all services) by Bradley-Morris, INC, 2015.

Assistant Chief Engineer, USS Mobile Bay (CG-53) 2012-2014

• Ranked #1 of 8 Second Tour Division Officers on 2 of 2 evaluation cycles.

• Planned and executed $45mm, eight-month maintenance project (Job normally held by Senior Officer with 15+ years’

experience). Developed new discrepancy tracking system adopted by six warships saving the Navy $20mm.

• Commanded 53-person Engineering Department in the operation of seven gas turbine engines and 35 auxiliary systems.

Fire Control Officer, USS New Orleans (LPD-18) 2009-2012

• Ranked #1 of 10 First Tour Division Officers. Honor Graduate, Surface Warfare Officer School, Class 256.

• Achieved Officer of the Deck and Surface Warfare Officer Qualification in 11 months when ship average was 24.

• Managed 33 Sailors in operation of nine shipboard missile/radar systems totaling $65mm, passing six inspections.


• Community: Urban Angels Operations Manager and Grant Director (2012–2016). Oversaw food service operations for

500+ volunteer force serving San Diego’s Homeless. Authored and awarded three grants totaling $56K.

• Professional: Cascadian Capital (SEARCH FUND), Associate/Intern (2015–2016). Responsible for health care industry

analysis and company acquisition for search fund. VetTechTrek Participant (2015). Google Veterans Summit (2016).

• Military Honors: Navy and Marine Corp Commendation Medal (2014, 2015, 2016). Navy and Marine Corp Achievement

Medal (2011). Military Outstanding Volunteer Service Medal (2015), US Navy Search and Rescue Swimmer.

• Security Clearance: Top Secret – Sensitive Compartmented Information (granted in 2010).

• Personal: Golfer – Founder of the Wharton Ryder Cup Team, Tennis Player, Surfer, Lobster Diver, Eagle Scout.

ZIYA GUR 226 W Rittenhouse Square, Apt 1515A, Philadelphia, PA 19103 | (979) 571-3606 | [email protected]

EDUCATION


Master of Business Administration Candidate: Majors in Finance and Strategic Management 2016 – 2018

• Member of Wharton’s Finance Club, Energy Club, European Club; Academic fellowship; GMAT: 770

TEXAS A&M UNIVERSITY College Station, TX

Masters in Management Information Systems 2005 – 2007

Bachelors in Computer Science/Engineering, Minors in Business and Mathematics 2001 – 2005

• Leadership: President of International Student Association, Captain of Soccer Club

• Awards: Engineering Scholars Program (graduated top 1%), Bill and Rita Stout Academic Scholarship, ChevronTexaco Scholarship

EXPERIENCE

DEUTSCHE BANK New York, NY

Summer Associate, Investment Banking - Mergers and Acquisitions 2017

• Served as member of a team on a $3.2B acquisition of a publicly traded company by a large private equity firm

• Developed financial models and valuations for a cross-border transaction of public company in industrial space

ANTAEUS TECHNOLOGIES (petro-technical software startup delivering cloud-based solutions to oilfields ) Houston, TX

Managing Partner, Director of Business Development and Strategy 2015 – 2016

• Led development of new client business within oil & gas industry and managed relationships with client accounts and stakeholders

• Co-developed software platform to provide fast, actionable data to optimize oilwell performance, projecting 20% lower process costs

• Served in a strategic advisor role to the company CEO and created pricing models for the new product – optimized the free cash flow

SHELL INTERNATIONAL Houston, TX; Den Haag, Netherlands

Senior Consultant, Program Manager 2014 – 2015

• Led 90-person team in four continents to create volumetrics toolset that assessed financial viability and profitability of offshore

oil exploration in the Arctic. Prevented drilling of six new wells and saved $600M in additional costs

• Supervised 5-person team during construction of central database to house models used for geochemical analysis, regional

geochemical studies and research projects. Increased modeling efficiency by ~14%, reduced headcount by five, saved $250k annually

• Led committee organizing companywide weeklong Specialist Geologist Workshop with 1,000+ attendees to share best

practices, introduce technology, increase user acceptance, close gaps between groups and standardize earth model building

• Managed 7-person team to integrate existing analytical tools with next generation technology used to model earth layers and

detect hydrocarbon reserves. Increased accuracy of basin modeling by 20%

SCHLUMBERGER, LTD. Houston, TX; Gatwick, UK

Account Manager, Information Solutions 2013 – 2014

• Managed all aspects of $100M ExxonMobil account – the biggest account for Schlumberger Software in North America

• Led four Account Managers to secure revenue targets against financials and ensure client profitability through contract negotiations

• Increased North American account portfolio by 25% over 10 months through more responsive client relationship management, and

more effective use of internal technical, commercial and operational capabilities

• Developed and implemented annual strategic business plan in conjunction with senior leadership: forecasted sales, segmented market

potential for existing product lines and assessed profitability of future product launches

Project Manager, Commercialization 2011 – 2013

• Increased on-time technology delivery ratio from 70% to 90% within one year by proactively working with executive management,

product management, development, quality assurance, operations, and sales teams

• Reduced client release issues by 30% within first 16 months by focusing on process improvement, and voice of customer

• Coordinated all activities between engineering and commercialization teams to support annual software sales of $40M

• Spearheaded new business development projects and pitched seismic imaging solutions to customer’s senior decision-makers

• Led company-wide testing automation project, reduced testing headcount by 30%, and deployed solution across ExxonMobil

Senior Software Project Lead 2009 – 2011

• Received Schlumberger Eureka Technical Leader Award (joined fast-track program) - fastest team member in the region to qualify

• Led a team of three engineers to create and capitalize on the synergistic infrastructure of existing production, reservoir and

interpretation software. Created a central database for all three core exploration and production platforms

Application Developer 2007 – 2009

• Completed Tech&Field Rotational Program: only top 1% of new hires selected – work experience in 20+ countries


• Leadership: Creative Director: American Turkish Association in Houston TX; Co-founder: Project Delta – Non-profit community

out-reach soccer organization that invests in players’ lives by communicating change in values through soccer. Worked with over 60

marginalized kids once a week; Toastmasters Advanced Speaker

• Certifications: Project Manager Professional (PMP); Languages: Turkish (Native), German (Intermediate)

• Awards: Placed 3rd out of 1.5M students in University Exam in Turkey – Turkish Academic Excellence Scholarship to study abroad

• Interests: Traveling – worked/lived in 30+ countries, soccer – national club championship, ironman – completed six races

LAURA HARRISON 2123 Spruce Street, Apartment 2A, Philadelphia, PA 19103 | 404-861-1338 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA THE UNIVERSITY OF PENNSYLVANIA LAW SCHOOL 2015-2018 Juris Doctorate and Master of Business Administration with Major in Finance

• Activities: President of Wharton’s Finance Club, Hockey Club, Restructuring and Distressed Investing Club, InSITE Fellow, Counsel of Student Representatives, Jessup International Moot Court, Criminal Record Expungement Project, Morris Fellow

• Awards: Wharton Fellowship, Trusted Insight VC Competition – 2nd place, Robinson Scholarship

SCHOOL OF ADVANCED INTERNATIONAL STUDIES, Nanjing, China JOHNS HOPKINS-NANJING UNIVERSITY CENTER FOR CHINESE AND AMERICAN STUDIES 2009-2010 Master’s Certificate in Chinese Studies; Concentration in International and Comparative Law EMORY UNIVERSITY Atlanta, GA Dual-Major Bachelor of Arts in International Studies and Chinese 2005-2009

• GPA: 3.7/4.0 • Awards: Summa cum laude, Robert W. Woodruff (4-year full tuition, room and board) merit scholarship, Pi Sigma Alpha, Scholar

Study Abroad Scholarship • Thesis: Rural Land Reform in China: An Examination and Analysis of Legislative Reform

WORK EXPERIENCE

MORGAN STANLEY Menlo Park, CA Technology Investment Banking Summer Associate 2017

• Drafted S-1 while supervising Analysts in creation of presentation materials for consumer Internet company’s live bake-off • Conducted due diligence and waterfall analysis for sell-side M&A deal for semiconductor company • Played point for client meetings, assisted in valuation DCF analysis, and managed information flow with clients and investors for

$100MM private placement for consumer internet company • Created business development M&A decks including company profiles and strategic analysis for a public software company

GSM NATION; US MOBILE Washington, DC Director of Marketing and Partnerships 2013-2014

• Developed business opportunities with MVNO and global wholesale partners and interfaced directly with OEMs to improve sourcing relationships

• Orchestrated strategies for improving company’s social, email, display, and other marketing efforts to reach users interested in obtaining non-contract cell phones and coverage

• Managed PR and communications efforts with external partners, including Pocketnow and Engadget TWITTER San Francisco, CA Tech B2C Vertical – Account Manager, Inside Sales 2011-2013

• Consistently achieved and exceed quarterly sales goals, exceeding increasingly large targets by 10-25% on average • Specialized in managing and building relationships with strategic accounts in the Tech B2C space, including Firefox, Beats by Dre,

and ADT • Winner: 2012 International Sales Conference Pitch Contest • Regularly interfaced with an active client base of 25 companies to assist them in structuring, managing, and running ongoing

campaigns on Twitter GOOGLE Mountain View, CA Legal Assistant 2010-2011

• Reviewed and processed subpoenas, court orders, and search warrants and interfaced with Law Enforcement regarding legal process submissions and policy inquiries

• Assisted in the investigation and prevention of high-priority abuse issues across Google’s consumer products • Designed and managed legal processes for projects, including one for building internal tools and systems with Google engineers

that ultimately resulted in significant improvements in processing time per request


• Languages: Intermediate speaker of Mandarin Chinese • Skills: MS Excel and PowerPoint • Interests: Distance running (Philadelphia Marathon), cooking (and watching Top Chef), backpacking and travel

ALBERT X. HU

1815 John F. Kennedy Boulevard, Unit 1717, Philadelphia, PA 19103 | (408) 888-5428 | [email protected]

EDUCATION


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

Philadelphia, PA

2016-2018

• GMAT: 770 out of 800 (99th Percentile)

• Co-Chair of 2018 Wharton Restructuring & Distressed Investing Conference

• Board Member of Asian-American Association, Restructuring & Distressed Investing Club

• Active Member of Boxing Club, Private Equity & Venture Capital Club, Technology Club, and Yoga and Wellness Club

UNIVERSITY OF CALIFORNIA, LOS ANGELES

Bachelor of Arts; Major in Business Economics, Minor in Accounting (Graduated in 3 Years)

Los Angeles, CA

2007-2010

• SAT: 2390 out of 2400 (99th Percentile)

• Semester Abroad at Fudan University in Shanghai, China (Fall 2009)

• Recipient of Regents Scholarship (Top 1 Percent of Incoming Class), UCLA Honors Program Scholarships (2009, 2010)

EXPERIENCE


Summer Desk Analyst, Special Situations Group

New York, NY

Summer 2017

• Generated investment ideas on stressed and distressed names in the technology, media, and healthcare sectors

• Performed extensive fundamental research, legal document review, financial modeling, valuation and scenario analyses

• Received full-time offer for desk analyst role

SILICON VALLEY BANK

Vice President - Deal Lead, Sponsor Finance

Vice President, Sponsor Finance

Associate, Sponsor Finance

San Francisco, CA

2015-2016

2014-2015

2013-2014

Member of a 12-person direct lending platform with a $1 billion portfolio of technology-focused senior loans

• Evaluated leveraged lending opportunities in the software, Internet, and tech-enabled services sectors; primarily focused on

private equity-backed companies with EBITDA between $3 and $50 million - over $600 million of debt capital deployed

across 27 new and add-on transactions

• Led all aspects of financial and business due diligence; drafted credit memoranda, constructed detailed financial models, and

recommended opportunities to credit committee

• Negotiated with financial sponsors and junior capital providers a full range of legal documentation, including commitment

letters, credit agreements, and intercreditor agreements

• Additional responsibilities included monitoring a portfolio of 16 credits, through periodic financial reporting and regular

dialogue with portfolio company CEOs and CFOs, and restructuring senior debt at troubled portfolio companies

Selected Transactions:

• Transzap: Underwrote and syndicated term loan to finance Accel-KKR portfolio company’s acquisition of competing oil &

gas software company; performed extensive diligence on the financial stability of end customers, amid deteriorating oil

prices, and ultimately recommended opportunity to credit committee

• LiveAuctioneers: Underwrote term loan to support Bessemer Venture Partners’ investment in e-commerce business; led

subsequent restructuring negotiations with the company’s CEO and Bessemer Venture Partners

JEFFERIES

Investment Banking Analyst, Leveraged Finance

Summer Analyst, Leveraged Finance

New York, NY

2011-2012

Summer 2010

• Contributed to all aspects of high yield and leveraged loan execution for a broad universe of clients across multiple industries

- $4.8 billion in issuance across 14 transactions (9 lead-left transactions)

• Performed detailed financial modeling to evaluate the creditworthiness and cash flow impacts of leveraged buyouts,

acquisitions, recapitalizations, and refinancings

• Top decile analyst ranking and received third year analyst offer

Selected Transaction:

• Acadia Healthcare (Nasdaq: ACHC): $150 million high yield notes offering to fund a dividend to existing Acadia

shareholders in conjunction with Acadia’s merger with Pioneer Behavioral Health


• Certifications: Passed FINRA Series 79 & 63 Exams, Passed CFA Level 1 Exam

• Community: Minds Matter of San Francisco (2-Year Mentor to Low-Income High School Student)

• Interests: Backpacking (10-Month Solo Backpacking Trip from 2010 to 2011), Go (Board Game), Personal Investing (9

years), Running (2014 San Francisco Marathon), Scuba Diving (PADI Certified), Traveling (20 Countries), Yoga

• Languages: Strong Fluency in Mandarin Chinese, Conversational in Japanese

SARAH ROSE HUTCHISON 1397 Jackson Street, San Francisco, CA 94109 | 949-689-7020 | [email protected]

EDUCATION

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


• Active member of Consulting Club, Private Equity & Venture Capital Club, Women in Business Club, and Ethics Committee • Pursuing Certificate in Integrated Product Design from Penn School of Engineering and Applied Science • Selected to participate in Semester in San Francisco program focused on entrepreneurship and technology

PRINCETON UNIVERSITY Bachelor of Arts magna cum laude in Architecture; Certificate in Urban Studies

Princeton, NJ 2007-2011

• Graduated with High Honors (Major GPA: 3.71); Shanley Prize Finalist based on academic performance • Division I Varsity Water Polo: Named to Collegiate Water Polo Association Scholar-Athlete Teams (2008-2011) • Architectural Design Portfolio: www.sarahrosehutchison.carbonmade.com

EXPERIENCE

CREDIT SUISSE SECURITIES (USA) LLC Investment Banking Associate, Healthcare

San Francisco, CA Summer 2017

• Conducted discounted cash flow, comparable trading multiples, and precedent transaction valuation analyses for potential $2bn strategic acquisition of assets divested by global generic pharmaceutical company

• Identified and profiled 20+ M&A opportunities across therapeutics areas for biopharmaceutical company looking to build rare disease platform; Worked directly with Head of West Coast Life Sciences

• Performed due diligence for $300mm sponsor financing for acquisition of specialty pharmaceutical company; Developed revenue build based on projected patient population, competitive landscape, drug probability of success, and patent expiration

CITIGROUP GLOBAL MARKETS INC. Capital Markets Associate, Global Loans

New York, NY 2014-2016

• Recruited internally to focus on M&A financing; One of four analysts out of class of 40 to receive associate promotion • Advised Citigroup’s top-tier clients on optimal loan financing strategies for mergers, strategic acquisitions, and spin-offs • Managed all phases of deal execution including due diligence, internal credit approval, negotiation of term sheets and credit

agreements, preparation of offering memoranda, investor marketing, and syndication strategy • Created database of precedent transactions to assess market appetite and industry trends and improve pricing for clients • Selected by Product Head to support relationships with two new technology clients seeking $1bn+ pre-IPO loan facilities

Selected Transaction Experience: • Hewlett-Packard Co. Separation: Inaugural $4.0bn facility for Hewlett Packard Enterprise Co. and restructuring of $4.5bn

facility for HP Inc.; Developed pitch and presented benchmarking and financing cost analyses to corporate Treasury team • Aetna Inc. $37bn acquisition of Humana Inc.: $16.2bn underwritten bridge loan and $3.2bn term loan; Designed strategy for

Citigroup to de-risk following capital commitment and led investor calls to syndicate loans in primary market

Capital Markets Analyst, Fixed Income

2011-2014 • Earned highest rating (Highly Effective) on year-end performance reviews for three consecutive years • Completed over $65bn in debt financings for 35 clients in Consumer and Retail sector • Served as point person on the origination, structuring, and execution of investment grade debt transactions for corporate

refinancings, acquisitions, pension funding, and leveraged recapitalizations • Modeled optimal financing structures and new issue bond pricing based on market conditions, credit metrics, and relative

value in client sector; Collaborated with syndicate desks, trading desks, and research teams • Teamed with firm leaders to identify unique issuance opportunities and arbitrage in Euro, Sterling, and Yen credit markets • Organized and led cross-functional global deal teams including members from Capital Markets, Investment Banking, Sales &

Trading, Legal, Compliance, and Risk Management to bring over 50 transactions to market

Selected Transaction Experience: • Kraft Foods Inc. Spin-Off: Inaugural $6bn debt offering for Kraft Foods Group, Inc. and $3.6bn debt exchange offer for

Kraft Foods Inc.; Evaluated pro-forma market capitalization and developed exchange offer strategy with lead bank advisors • Annual Review & Outlook of the Consumer and Retail Sector: Authored 30-page sector review for 2011, 2012, and 2013;

Conducted in-depth peer benchmarking analysis to evaluate issuance data and capital structures and to determine key trends


• Certifications: FINRA Series 7, Series 79, and Series 63 • Community Involvement: Camp Counselor and Support Group Facilitator, Kids Konnected (2003-Present); Steering

Committee Member, Melanoma Research Alliance & Leveraged Finance Fights Melanoma event (2014-Present) • Interests: Marathons, yoga, farmers’ markets, international travel (5 continents & 19 countries)

DHRUV JAGGIA 201 S 25th St, Apt 618, Philadelphia, PA 19103 | (404) 202-4891 | [email protected]

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration (MBA) Candidate; Major in Healthcare Management, Finance

Philadelphia, PA 2016 - 2018

• Kaiser Fellowship Recipient; Mack Institute Innovation Fellow; VP Student Life, Wharton Graduate Association; VP Finance, Penn Biotech Group; VP Finance, Wharton Dance Studio, VP Social Affairs, Wharton India Club

• HealthCare Club, Digital Health Club, Technology Club, Finance Club, PE/VC Club, Food Club EMORY UNIVERSITY Bachelor of Science in Neuroscience and Behavioral Biology, Bachelor of Arts in Chemistry

Atlanta, GA 2006 - 2010

• President, Mortar Board Honor Society; Senior Legislator, College Council; Co-Captain, Karma Dance Team • Managed 11 sales representatives and achieved $150,000 in revenue as Business Manager for The Emory Wheel Newspaper • Volunteered as a Certified Emergency Medical Technician, responding to over 100 emergency calls over two years • Study Abroad: University of Siena, Siena, Italy (Chemistry) – Summer 2009

EXPERIENCE MTS HEALTH PARTNERS Summer Associate, Investment Banking (Received full-time offer)


• Evaluated potential financial and strategic co-investors for a global pharmaceutical company looking to acquire a leading digital medicine company; built valuation model and management presentation in preparation for roadshow

• Advised multiple strategic buy-side processes by evaluating clinical trial data for 70 potential acquisition targets • Supported multiple strategic sell-side processes by building full valuation models, including comparable companies and

precedent transactions • Developed an investment thesis for the workers’ compensation industry via independent research and expert calls • Created POVs on telemedicine and EHR sectors by analyzing investment/market trends as part of MTS’ pitch-book on HCIT EVERSTONE CAPITAL MANAGEMENT Private Equity Summer Intern

Mumbai, India Summer 2016

• Assisted in building a pro forma valuation model for a successful investment in a mature player in nutraceutical industry • Conducted industry due diligence to develop two points of views on commercial paints and hospital industries in India INTERNATIONAL BUSINESS MACHINES (IBM) CORPORATION Strategic Partnerships, IBM Watson Ecosystem Partner Engagement Manager, IBM Watson Ecosystem

New York, NY 2015 - 2016 2012 - 2015

• Launched and scaled the Watson Ecosystem to over 500 partners by designing an aggressive sales and marketing strategy • Spearheaded commercialization of partners’ cognitive applications through project & product management, sales, marketing,

communications, financial modeling, and contracts expertise; ultimately achieving 150% of contract quotas • Led expansion into Europe by building a local team and exceeding success criteria by 22% in first year of operations • Mentored and trained 60% of all new hires, including business development and sales representatives, software architects,

and designers, over first 18 months of Ecosystem growth • Performed technical and product due diligence with a team of engineers and software architects for IBM Watson’s $100M

seed fund, resulting in four investments totaling $7M in healthcare, retail, and travel industries • Presented at major industry conferences such as Prime Health Denver, The Colorado Innovation Summit, IBM PartnerWorld,

IBM Insight, and IBM Connect • Rated amongst top 2% of performers four years in a row (2012-2015); IBM 100% Club & Sales Eminence Award (Jan

2015); IBM Managers Choice Award (Jun 2014, Dec 2014, Jun 2015) TEACH FOR AMERICA (TFA) – MIAMI DADE PUBLIC SCHOOLS AP and Honors Biology Teacher – Miami Northwestern (MNW) Senior High School

Miami, FL 2010 - 2012

• Drove data-driven instruction at MNW by creating innovative tools for more effective differentiated lesson plans resulting in a 500% increase in AP Biology pass rates and 58% increase in Honors Biology pass rates over two years

• Awards: Rookie Teacher of the Year – MNW (Jun 2011) and Claes Nobel Educator of Distinction (Jun 2011) ADDITIONAL INFORMATION

• Interests: Bhangra dancer, Travel (Lived in India, Singapore and USA; Visited 30+ countries), Avid reader (Biographies, Historical Fiction, and Mysteries), Cooking, Sports (Tennis, Cricket, Football, and Wharton Hockey)

• Languages: Hindi – native, Spanish – conversational • Citizenship/Residency: USA, India

WON-MO KOO 1700 Chestnut Street #506, Philadelphia, PA 19103 / +1-267-535-0021 / [email protected]

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

Philadelphia, PA 2016-2018 Honors: Director’s List (top 10% of class – Fall 2016/Spring 2017), First Year Honors, Philip J. Whitcome Fellowship (for

academic and professional excellence), Wharton Communication Fellow (selected based on nomination and application) Investment Associate/VP of Fund Development at Wharton Impact Investing Partners (competitively chosen to source impact investment deals in $0.5M–3M range), VP of Investment Banking at Finance Club (150+ members), Director of Operations for PE/VC Conference (400+ attendees), Active in Dance Studio, P3, Social Impact, Wine, and Korea Club

DARTMOUTH COLLEGE Bachelor of Arts in Engineering Sciences; Bachelor of Engineering in Electrical/Electronic Engineering

Hanover, NH 2003-2007 Honors: Graduated Magna cum Laude with High Honors, Phi Beta Kappa (top 10% of graduating class), Tau Beta Pi

(engineering honor society), Ambassador and Mrs. Ellis O. Briggs 1921 Scholarship for Academic Excellence GPA 3.81 / 4.00, Honors thesis “Artificial Potential Function Approach to Coordinated Control of Multi-Robot Systems” EXPERIENCE

GOLDMAN SACHS Investment Banking Summer Associate (Received "Exceeding Expectations" performance rating)

Hong Kong, China 2017

Led sell-side financial modeling and business due diligence for a leveraged buyout of a $2B global consumer apparel company; proposed levers to generate an additional $400M equity upon exit increasing the project IRR by c.10%pt Developed analyst presentation documents outlining detailed 5-year financial projections and conducted a comprehensive research on the competitive landscape to support the successful execution of $1B IPO of a Southeast Asian tech startup

MCKINSEY & COMPANY Business Analyst / Associate (Promoted a year ahead of peers - fastest direct promotion at McKinsey Seoul)

Seoul, Korea 2013-2016

Buy-Side Due Diligence for the Acquisition of a Global Tier-1 Auto Parts Manufacturer Identified an upside potential worth $100M in target company’s revenue stream by building a top-line financial model of previously uninvestigated opportunities, helping the PE client secure LP investment to close $4B acquisition

China Market Entry Strategy for a Leading Fortune 100 Energy Group in Korea Built a Province-level demand forecast model for China’s LNG refueling station market; recommended a potential strategic partner to the client and facilitated a partnership discussion, resulting in a comprehensive cooperation MOU

Shipyard Productivity Improvement Initiative for a Leading Shipbuilder in Korea Led a team of two consultants and interacted directly with EVP-level clients on weekly basis for a $10B construction project Foreign Spare Parts Procurement Reform Strategy for the Ministry of National Defense (MND) Uncovered overpayment in the Ministry’s spare parts purchases through benchmark price analyses; advised the Ministry to

re-negotiate with a global defense giant for the first time in its history, saving $5M in the national budget Implemented a new troubleshooting process with unprecedented solutions like 3D printing to resolve chronic “no-bid” issues that prevented effective procurement of critical military spare parts, delivering 50% of previously unfulfilled requisitions; negotiated with a private defense company to submit a customized business proposal to MND to implement the solution

Management Reform Strategy for Seoul Metropolitan Government (SMG) – Korea’s largest public-sector consulting project Developed a quantitative rating system comparing the SMG municipal research institute’s productivity and collaboration against its peers’; persuaded the municipal leadership to revise the institute’s evaluation criteria for the first time in a decade

REPUBLIC OF KOREA MINISTRY OF NATIONAL DEFENSE Air Force 1st Lieutenant, Foreign Affairs Assistant to the Minister


Advised the Minister of National Defense on current international issues pertinent to national defense policy decisions Selected out of 60 candidates to serve as the sole designated interpreter for the Minister at more than 15 official Minister-level meetings, including 2nd Korea-U.S. Foreign and Defense Ministers’ (2+2) Meeting, and 11th / 12th Shangri-La Dialogue

PUTNAM ASSOCIATES Associate Consultant

Burlington, MA 2007-2009

Constructed financial models to evaluate the consequences of implementing a deep discounting strategy for a $3B franchise Facilitated a two-day war-game session for 30 client members to illustrate likely outcomes of competitor’s product launch ADDITIONAL INFORMATION

Volunteer: External Advisor, Asan Nanum Foundation’s Partnership ON – Korea’s first venture philanthropy initiative targeting non-profit organizations working for underserved youth (2015); Judge/Mentor, UIC Community Consultants Competition – a collegiate scholarship competition for social venture ideas (2015); English Instructor, NK Global Institute – an educational resettlement assistance program for North Korean youth defectors (2012) Interests: Co-owner of a craft beer pub in Seoul, Korea; Member of winning team on a nationally televised quiz show Languages: Korean (native); French (basic)

ELIZA LEE, CFA 2101 Chestnut Street Unit 1605, Philadelphia, PA 19103 | 215-990-7299 | [email protected]


Philadelphia, PA

2016-2018 • Finance, VP of Social for Wharton Korea, Crew & Rowing, Ski & Snowboarding clubs • Student Admissions Program Guide UNIVERSITY OF MICHIGAN, ANN ARBOR Bachelor of Arts in Economics, Minor in Statistics

Ann Arbor, MI

2000-2004 • Active in Sinaboro Korean Traditional Drumming Club (2001-2004; President Sep 2003-Apr 2004)

EXPERIENCE

WELLS FARGO SECURITIES Investment Banking Summer Associate, Gaming Group

San Francisco, CA Summer 2017

• Built dynamic operational and financial models to evaluate impact of financing alternatives • Conducted research and created profiles of potential target companies for buy-side deal • Prepared lender presentation materials for client, cooperating with the leveraged finance team THE CENTER FOR FREE ENTERPRISE Research Assistant • Coordinated seminars and speaker events designed to educate college students on political,

economic, and social issues SOCIETE GENERALE CIB - NEWEDGE Formerly Calyon Financial, then Newedge Group (2009), then Societe Generale CIB - Newedge (2015) Associate Director, Sales & Trading



• Introduced new swap futures business and clients, adding 30% more revenue to outbound sales division; outbound sales division generated 70% of total Front Office Sales Team Revenue

• Established and managed twenty+ top-tier securities companies, banks, and corporations accounts • Advised clients on hedging tools and methods using listed derivatives, cooperating with exchanges to promote new and

relevant products • Facilitated three different institutional clients in launching futures trading contests by actively communicating with exchange

and IT departments; met grueling demands and deadlines • Performed USD/KRW futures block trades by effectively searching both buyers and sellers in market and matched interest

for most clients WYNN RESORTS Accounts Receivable Clerk

Las Vegas, NV

2006-2007 • Handled 100+ daily customer billing inquiries and settled client disputes in a timely manner

LAS VEGAS DAY SCHOOL & TRINITY CHRISTIAN SCHOOL ESL & Teacher Assistant • Coached English reading and writing skills for international students

PLAZA HOTEL & CASINO Front Desk Supervisor • Accelerated promotion to supervisor through displaying excellent customer skills and efficiency PRUDENTIAL FINANCIAL Marketing Intern • Awarded 1st place in the Bancassurance Strategy Marketing Competition KOREA ECONOMIC RESEARCH INSTITUTE Research Assistant Intern • Researched and compiled current economic issues for professors

Las Vegas, NV 2005-2006

Las Vegas, NV

2004-2005

Seoul, Korea Summer 2004

Seoul, Korea Summer 2003


• Interests: Snowboarding, Golf, Tutor for North Korea Defectors for two+ years, Microfinance in Akuapem Hills, Ghana, Taught Korean Traditional Drumming to adopted Korean children in Ann Arbor area

• Languages: Native speaker of Korean and English, Fluent in Japanese (passed Japanese Language Proficiency Test Level 2)

YUANLU LI 832-586-5616 [email protected]

EDUCATION


Philadelphia, PA

2018 • Member of Wharton Finance and Social Impact Club with financial modelling training and social issues initiatives • GMAT 760 (99%); Selected to receive Wharton Fellowship to professional, academic and personal achievement ROYAL INSTITUTE OF TECHNOLOGY (KTH) Master of Science in Engineering, Major in Production Engineering and Management

Stockholm, Sweden

2008 • Recommended admission by BJTU (one per school of 350). Accredited top 5% of class with Academic scholarships • Member of Entrepreneur Club (founder of online painting website project) BEIJING JIAOTONG UNIVERSITY Bachelor of Science in Engineering, Major in Industrial Engineering

Beijing, China

2006 • Ranked #2/52 in Major. Gave Honor graduation speech at commencement. Academic and Sport Scholarship in 2004-2006 • Elected as Director and Anchorwoman of University broadcasting station. Head of Public Relations Department

EXPERIENCE

J.P. Morgan Securities (Asia Pacific) Limited Hong Kong, China Summer Associate Intern in IBD (Energy & TMT) Jun-Aug 2017

• Coordinated M&A for a leading Southeast Asia renewable energy client on Management Presentation and buyers’ follow up • Completed two pitch books with VPs for a South Korean lubricants leader and a Chinese national grid company • Presented independent research project on Energy Storage Solutions • Led summer analyst supporting a leading Chinese Fintech company’s US IPO on drafting, AP, DD, and 1st confidential filing • Actively pitching to a Chinese online education pioneer and participated on-site client meetings to facilitate progress SCHLUMBERGER (SSO) - NYSE: SLB Houston, Texas North America Area Sourcing Manager –IT 2015-2016

• Developed and implement strategic sourcing plan of software, hardware, service and telecom for North America Area • Negotiated contracts with AT&T, Vodafone, Verizon, LinkedIn and etc. for TEM and software developments SCHLUMBERGER (SMITH INTERNATIONAL) - NYSE: SLB Houston, Texas Sourcing Manager 2014-2015

• Promoted to build new team of three to manage Cost/OTD/Quality/Trade compliance for new merged largest production site • Managed $57Million/20 categories (e.g. Steel, diamonds) for more than 600 suppliers in 15 countries SCHLUMBERGER (HOUSTON PRESSURE AND SAMPLING) - NYSE: SLB Sugar Land, Texas Supplier Leader 2013-2014 • Promoted to Tier-I vendors’ management – trained and improved OTD (80% to 95%) and Quality (30% defect to 0.5%) • Recognized by management as high potential leader and received far exceeds expectations rating (Top 1%) Supplier Quality Leader 2012-2013

• Promoted to lead a diverse team of four (US/HK/India) to develop/improve quality KPIs for top 50 suppliers by data analysis • Lead auditor of supplier’s Quality Management System (QMS) per ISO 9001:08 and mentored improvement implementation • Created new procedures and efficiently improved non-conformance rate from suppliers by 30% with HPS visionary award SCHLUMBERGER (WESTERN GECO AS) – NYSE: SLB Bergen/Oslo, Norway; Cairo, Egypt Tech and Field Engineer & Supply Chain Specialist 2010-2012 • Coordinated office site manufacturing /R&D /supply chain with field during economic crisis period • On Q-Marine seismic vessel. Deployed streamer, shot air gun, collected seismic data with team for clients • In land crew with team for survey, drilling, shooting, recording and QC. 3 women out of 1000+ employee

ADDITIONAL INFORMATION • Interests: Volunteer in WISE/SEED (SLB), Houston Habitat for Humanity (Community), BJTU/KTH Alumni North

America; Travelled to almost 40 countries in Asia/Europe/Africa; Passionate Salsa/Bacha dancer, PADI diver and skydiver • Certificates: CFA level II candidate, APICCS CSCP (supply chain professional), DNV Lead Auditor, LSS Black Belt • Languages: Native speaker of Mandarin/Chinese

NATASHA MAAS 1823 Spruce Street, 4F, Philadelphia, PA 19103

617-510-7951 [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Strategic Management Master of International Studies Candidate; Focus on Sub-Saharan Africa

Philadelphia, PA

2016 - 2018

• Board member of Wharton’s Africa Business Club, Retail Club, Energy Club and Wharton Global Impact Consultants (WGIC) • Project Lead for WGIC, leading 5 fellow MBAs on a consulting project for a FinTech start-up in Uruguay • Co-chair for the 2017 Wharton Energy Conference

MASSACHUSETTS INSTITUTE OF TECHNOLOGY (MIT) Master of Science in Civil Engineering

Cambridge, MA

2011 - 2013 • Primary focus in off-shore engineering • Organized MIT’s Women’s Leadership Conference 2012 for more than 200 attendees

DELFT UNIVERSITY OF TECHNOLOGY Bachelor of Science in Civil Engineering, Minor in Entrepreneurship – cum laude

Delft, The Netherlands

2008 - 2011 • Completed University Honors Program • Varsity Rower and Coxswain for University’s Women’s Eight • Founder of Women’s Club for Civil Engineers

EXPERIENCE

GOLDMAN SACHS Investment Banking Intern, Natural Resources Group

London, United Kingdom Summer 2017

• Supported a global utility company as it is preparing to IPO in October; contributed to the valuation, building the Analyst Presentation and preparing the Prospectus to be submitted to the UK governing body for the LSE

• Developed a capital structure model to advise an oil & gas major on cash flow management in today’s low oil price environment THE BOSTON CONSULTING GROUP Consultant Associate

Boston, MA / Johannesburg, South Africa

2015 - 2016 2013 - 2015

• Identified and implemented approximately $50M in lean operation opportunities for Zimbabwean telecom, including new strategy development for mobile money business and the management of client team’s sales operations group

• Achieved $150M annual savings in COGS for two large US retailers and managed 14-person marketing team through post-integration negotiations with vendors

• Conducted big data analysis and employee interviews for large US airline to improve operations, obtain better on-time departure metrics and save approximately $40M annually

• Developed resource model, including productivity initiatives, for international manufacturing site of large US pharmaceutical to achieve lean organization

MASSACHUSETTS INSTITUTE OF TECHNOLOGY Research & Teaching Assistant, Environmental Fluid Mechanics Laboratory

Cambridge, MA

2011 - 2013 • Designed containment system for deep ocean oil spills (Commissioned by ENI S.p.A.) • Collaborated with ENI to design reliable system to avoid environmental disasters in event of future oil spills

ROYAL DUTCH SHELL Intern, In-well Technology Lab

Rijswijk, The Netherlands

2009 • Designed flow meter for offshore pipelines to allow Shell to assess flow rates in deep ocean wells • Collaborated with Shell R&D team to build and test prototype


• Interests: Photography (Black/ White), Crew (prefer 8+), Piano (classical music), Basketball • Languages: Native speaker of Dutch; Fluent in English and Spanish; Intermediate in French and German • Other experience: London School of Economics Summer Program (Strategic Management), Yale University Summer Program

RASESH MOHAN 38 Calvin St, Somerville, MA 02143 | 475-227-9201 | [email protected]

EDUCATION

JOHN F. KENNEDY SCHOOL OF GOVERNMENT, HARVARD UNIVERSITY

Master of Public Administration Candidate


Master of Business Administration; Major in Finance

Cambridge, MA

2016-2018

Philadelphia, PA

2015-2017

• Financial inclusion sector lead at Wharton Impact Investing Partners - conducted sourcing and due-diligence for early stage

companies focused on measurable impact in financial services; presented companies to investment committee

YALE UNIVERSITY

Bachelor of Arts with distinction in Political Science (GPA 3.6)

New Haven, CT

2007-2011

• Received AIESEC US Award for Individual Excellence (top national recognition in 1300-member organization)

EXPERIENCE

RABOBANK New York, NY

M&A Summer Associate Summer 2017

• Built and managed DCF financial model and conducted due diligence in $60M live buy-side deal in fruit & vegetable sector

• Liaised with senior bank management across departments & led effort to prepare recommendations for a multi-billion-dollar

food company to enter the nutritious food space

• Developed client presentations and public comparable models for one American and three Mexican dairy companies

IDFC ALTERNATIVES Mumbai, India

Summer Associate Summer 2017

Indian private equity firm with $3.4B assets under management across three distinct asset classes

• Conducted due diligence on & prepared investment proposal for $16M women’s apparel company in live auction process

• Presented recommendations on investment opportunities in the Indian apparel sector to senior management at the firm

BUNGE LIMITED White Plains, NY

Corporate Development – MBA Summer Intern Summer 2016

• Worked in 7-member team responsible for strategy & M&A initiatives for ~$45 billion global agribusiness & food company

• Developed strategy for global grain milling (~$2 billion business unit) that was reviewed by the CEO, presented to the Board

of Directors, and will influence investment allocation decisions for business unit for the next 5 years

• Designed and led strategy workshops for leadership teams of Bunge USA and Bunge Mexico in St. Louis and Mexico City

DALBERG GLOBAL DEVELOPMENT ADVISORS Mumbai, India & Washington, D.C.

Senior Consultant 2012-2015

• Promoted thrice in three years at strategy consulting firm, ending at post-MBA position prior to entering MBA program

• Earned bonus allocation for “truly exceptional performance” with consistently excellent ratings in problem-solving, team

contribution, mentorship and internal firm leadership

• Served as coordinator of largest practice area of the firm - Agriculture and Food Security

Selected project experience:

Launched Lending for African Farming Company (LAFCo), a fund providing working capital to agribusinesses in Africa

• Negotiated term structure with fund manager, leading to creation of $20M facility that is currently operational

• Developed financial model to create fund projections for three financial statements with performance scenarios over 10 years

• Led meetings with 12 agribusinesses in Tanzania and Zambia to assess working capital needs and viability as borrowers

Developed sector strategy for coalition of seven agricultural lenders (CSAF – Council on Smallholder Agricultural Finance)

• Aggregated and analyzed portfolio of seven agricultural lenders to identify trends in the market

• Analyzed sector growth opportunities in emerging and frontier markets anchoring on financial product, geography and

commodity, resulting in a publication aimed at agriculture sector investors


• Interests: Trained Tabla player (Indian percussion instrument – performed internationally in London, Moscow and St.

Petersburg); soccer enthusiast; avid non-fiction reader and documentary watcher

• Publications: Published articles in leading agri-focused sites (e.g. Skoll World Forum, Initiative for Smallholder Finance)

• Languages: Native speaker of Hindi; proficient in Spanish

THIRI SOE MYINT 135 S 19th St, Philadelphia, PA 19103 • +1 (267) 366-8121 • [email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Healthcare Management & Analytics

Philadelphia, PA

2016-2018

• Scholarships: Kaiser, Lauder. Organizing Committee: PE & VC Conference, Healthcare Business Conference. Restructuring

& Distressed Investing Asia Trek lead. South East Asia Club and Consulting Club Board. Pfizer Case Competition winner

• Selected as Wharton Communications Fellow. Undergraduate Mentor for MGMT course under Professor Adam Grant

HEC PARIS

Master of Science in Finance (Honors); Majors in Corporate Finance & Digital Innovation

Paris, France

2013-2014

• Graduated with Honors. Awarded full scholarship by the French Government and BNP Paribas

• Internship: Operations Associate at Practo, portfolio company of Sequoia Capital & Google Capital

NATIONAL UNIVERSITY OF SINGAPORE

Bachelor of Business Administration (Honors); Majors in Finance & Engineering Entrepreneurship

Singapore

2007-2011

• Dean’s List (Top 5%). Recipient of merit scholarship. Oxford Certificate of Achievement in Global Leadership

• Study Abroad: University of Oxford (Exeter College) and University of Pennsylvania (Engineering & Applied Science)

• Internships: Morgan Stanley (Sales & Trading), Johnson & Johnson, NextGen Reporting and Techsailor Group

EXPERIENCE

MORGAN STANLEY

Investment Banking Associate

Singapore/Hong Kong

Summer 2017

• Executed three live deals (two M&A and one Private Placement) with transaction value of $1.6B in TMT sector

• Created pitch books for a sell-side strategic sell down in Renewable Energy and M&A for FIG and Real Estate sectors

OLIVER WYMAN Singapore/Philadelphia, PA

Management Consulting Associate (Healthcare & Life Sciences) Summer 2017

• Conducted commercial and financial due diligence of a US Hospital ($160M in revenue) for a global private equity firm

• Advised a US Fortune 500 healthcare company ($15B in revenue) on market entry strategy to Asia Pacific

LLR PARTNERS

Consultant (Healthcare Deal Team)

Philadelphia, PA

Winter 2017

• Formulated and re-defined investment thesis in Medicare, identifying 15 potential targets with >$200M in revenue

SINGAPORE TELECOM GROUP

Manager, Strategy & Planning (Singtel), Operations Transformation (SingPost/Alibaba)

Singapore

2015-2016

Strategic Planning and Investments – Digital Enterprise:

• Developed five-year strategic plan to invest in growth areas of cybersecurity due to $1B acquisition in Trustwave Holdings

• Led six-member team to assess market potential in Indonesia, Philippines and Japan that led to investments of $300M

• Facilitated partnership with US video platform to deliver telemedicine in Singapore as part of Project Management Office

• Conducted due diligence and executed Joint Ventures: Indonesia ($100M) and Philippines ($50M) for cybersecurity projects

Operations Transformation – e-Commerce Logistics:

• Restructured commercial & legal framework of e-commerce logistics division, which launched in 12 Asia Pacific countries

• Implemented production-based billing process for Warehouse business, resulting in 30% reduction of division’s total cost

LGT GROUP

Portfolio Manager (LGT Venture Philanthropy Impact Investing Fellow)

Zurich, Switzerland

2014-2015

• Evaluated Sun-eee’s business and conducted due diligence for initial loan of $500K, leading to $2.5M follow-on investment

• Established ongoing fund pipeline and conducted market analysis of social enterprises in the Mekong region

ASIA PACIFIC CAPITAL Singapore/Myanmar

Senior Investment Analyst (MIG Fund) 2011-2013

• Managed various stakeholders, working directly with Managing Partner and General Partners to raise $200M fund

• Directed team of five analysts to conduct due diligence for investments in healthcare ($20M) and private education ($15M)

• Analyzed 300+ investment opportunities: financial models, valuation, sensitivity and return analysis of companies in Private

Education, Healthcare, Energy, and Logistics sectors; reviewed with multiple stakeholders, including Investment Committee


• Languages: Burmese (fluent), French (advanced), Thai (basic)

• Entrepreneurship Experience: Co-founded ‘Genius Education Services’, ‘dilivr.it’ (acquired by ‘simplypost’), ‘yogi.do’

• Interests: Social Innovation (StartingBloc Fellow), Design Thinking, Toastmasters International


PRATHAMA K. NABI 1930 Chestnut St, Apt. 19F, Philadelphia, PA 19103 | (617) 308-9391 | [email protected]

EDUCATION



Philadelphia, PA

2016-2018

• Recipient, the Patrick T. Harker "Wharton Way" Award for exemplifying service, participation, and involvement at Wharton

• Co-President, Return on Equality; Co-President, Wharton India Club; Student Life Fellow; Admissions Fellow;

Choreographer, Dance Studio

HARVARD COLLEGE

Bachelor of Arts in Linguistics, Minor in Economics

Cambridge, MA

2007-2011

• Teaching Fellow, Introduction to Business & Financial Statistics

• President, Harvard International Society; led 10-member executive board; organized pre-orientation for 150 freshmen

EXPERIENCE BARCLAYS CAPITAL

Summer Associate, Investment Banking (Healthcare)

New York, NY

2017

• Performed industry research, spread trading comps, built financial model, and analyzed product positioning and

comprehensive landscape for strategic positioning book for ~$50B pharmaceutical company

• Built merger model for client looking to acquire competitor in the animal health space

ROOT CAUSE Boston, MA

Senior Manager, Social Innovation Accelerator, Campaign for Black Male Enhancement 2015-2016

Promoted three times in five years at national strategy consulting firm that advises and invests in data-driven nonprofits

• Managed $500K portfolio of large, national nonprofits and owned relationships with investors and key partners

• Built financial model to quantify return on financial and non-financial assets; informed two-year growth strategy by

identifying services with highest return

• Analyzed multi-year census data to create an 'economic & investment trends' dashboard; identified firm’s business growth

opportunities across 20 U.S. cities

Manager, Social Innovation Accelerator, Campaign for Black Male Achievement 2014-2015

• Promoted to become firm’s youngest manager; led firm’s largest team to identify, evaluate, and execute FY15 investments

• Created access to $1. 3M in new revenue for investees by organizing portfolio’s first national investor showcase; oversaw

planning team and logistics; negotiated vendor relationships

• Led investment due diligence of nearly 200 opportunities for FY15 portfolio; presented recommendations to CEO based on

primary research, interviews with management teams, and analysis of financial health & future growth

• Increased investee pipeline volume by 100% from FY13 by redesigning sourcing strategy

• Lowered overall project cost by 67% by influencing executive leadership to switch technology vendor through cost-benefit

analysis across 15 options

• Recruited portfolio's first pro-bono partner valued at $10K

Analyst, Root Cause Consulting 2012-2014

• Advised investors, government agencies, and national nonprofits on growth & investment strategies

• Identified $1M in new revenue opportunities for $3M national investor; built forecasting model for market growth

• Developed business plan for $11M multi-stakeholder poverty reduction initiative; analyzed competitor landscape; conducted

due diligence and recommended potential partners; built financial model for five-year budget

• Created first ever investor report for client with $15M revenue to communicate ten-year impact across 11,000 clients & four

service lines; designed template, analyzed data, and produced content

Fellow, Root Cause Idea Lab 2011

• Established model to measure ROI on social media costs; drove 13% increase in social media outreach


• Speaking Engagement: TEDx Wooster (2015)

• Leadership: Co-Chair, Harvard 5th Reunion: Led 24-member planning committee for class reunion with a budget of $195K

(2015-2016), Co-Chair, Harvard Student Agencies Alumni Fundraising: Created strategy for $1M capital campaign (2015-

2016), Chair, Boston+Acumen: Led 12-member team; doubled funds raised in 12 months (2013-2016)

• Publications: “Informed Giving” (Fidelity Investments)

• Languages: French (intermediate), Bengali (fluent)

• Skills: Coding (R, Stata, SPSS), classical Indian dance & music (10 years of formal training), basic graphic design

• Interests: Fire spinning, oil painting, NY Times crosswords, yoga, historical linguistics, graphic novels

https://www.youtube.com/watch?v=VMc0GpD39vY

http://www.rootcause.org/docs/Blog/Informed_Giving_Full_Report.pdf

THU NGUYEN 2120 Spruce Street, #3R | Philadelphia, PA 19103


EDUCATION


Master of Business Administration Candidate; Majors in Finance & Real Estate

Philadelphia, PA

2016-2018

Active in Real Estate Club (SVP of Social), Out4Biz, Wharton Leadership Venture (Patagonia student leader, Atacama

participant), and Scotch & Whiskey Club

CORNELL UNIVERSITY, SCHOOL OF ARCHITECTURE, ART & PLANNING

Bachelor of Science; Major with Honor in Urban & Regional Studies

Bachelor of Arts; Major in Africana Studies

Ithaca, NY

2006-2011

Quill & Dagger Honor Society, Mellon Mays Fellowship ($20K research fund), Best Department Thesis

President of Asian American student club; won 10+ awards for quality programming and achievement, including a

successful campaign to establish a community center and assistant dean position to support students of color

Studied abroad: Brazilian Cities Program Summer 2007; Alexandria University in Egypt, 2008-09 Academic Year

EXPERIENCE

GOLDMAN SACHS

Summer Associate, Urban Investment Group

New York, NY

Summer 2017

Wrote investment memos and presented five equity, debt, and tax credit investment opportunities to acquisitions committee

Underwrote pro formas and returns for a 171-unit luxury multifamily development, 500K SF of industrial development

space, and a 40K SF health facility

Evaluated the portfolio stratification of three credit facility investment opportunities with underlying loans for commercial

vehicles, private student loans, and non-performing mortgages

THE COMMUNITY BUILDERS (real estate developer specializing in affordable housing)

Regional Project Associate

Washington, DC

2014-2016

Won 2015 “Top Contributor” award within 120-person development division for exemplary work to increase housing

opportunity for low- and moderate-income families and to initiate impactful urban neighborhood projects

Secured a public-private partnership deal worth $200M, largest in regional office’s six-year history; competed against three

teams and presented best concept to DC city agency (sponsor) minimizing use of public funding and avoiding resident

displacement; project comprises 450 public housing, tax credit, and market-rate units plus retail and public space

Attained $150M from competitive tax credit programs, private tax-exempt bond programs, state grants, and soft loans to

finance two projects totaling 850 multifamily units in Baltimore and Richmond

Directed application submission for a $21M seed grant to redevelop one square mile neighborhood of Baltimore; served as

chief aide to top city agency and anchor institution leaders guiding them through a neighborhood master planning process;

team was selected finalist (top 9 out of 33 cities)

THE URBAN INSTITUTE (economic and social policy research think tank)

Research Associate

Regional Project Coordinator

Washington, DC

2013-2014

2011-2013

Designed research methodology and field operations protocol for first national study measuring housing discrimination

against people who are deaf/hard of hearing; results from pilot are now the new benchmark for federal rulemaking and fair

housing funding appropriation

Executed six multi-year research contracts totaling $1.5M on time and on budget; managed 10 project teams comprising 15

test coordinators and 300 testers; developed and led training on project management, research protocol, and database systems

Maintained high academic research standards by inspecting all field surveys, monitoring for quality and consistency across

test sites and limiting error during data analysis stage

Distilled complex study findings into high-level infographics to present to sponsors, project partners, and media


Community Leadership: Former Neighborhood Commissioner, a publicly elected position to represent 3,000 residents on

local legislative issues, including zoning, traffic, recreation, sanitation, and safety

Interests: Scuba diving, snowboarding, backpacking, traveling (25 countries)

NASH PEYTON 135 S 17th Street


443-220-2489

[email protected]

EDUCATION


Master of Business Administration Candidate, Finance Major

Philadelphia, PA

2016-2018

• Awarded Joseph Wharton Fellowship for professional and academic achievement

• First Year Academic Honors – Top 20% of first-year class in GPA

• 780/800 GMAT (99th percentile )

LOYOLA UNIVERSITY MARYLAND

Bachelor of Arts in Quantitative Economics, Minor in Mathematics

Baltimore, MD

2009-2013

• GPA: 3.74 Cumulative

• Class of 2013 Economics Medal and magna cum laude

• Received Bank of America/Joseph A. Sellinger Scholarship, John Jordan Economics Scholarship, and Erik R. Dietzel

Memorial Scholarship

• Led Loyola’s team for Federal Reserve Challenge, culminating in a policy recommendation to the Baltimore Fed

EXPERIENCE

RBC Wealth Management

Summer Internship – Portfolio Management

Baltimore, MD

June-Aug 2017

• Worked for William Christopher Glassman, an ultra-high net worth and institutional advisor on Financial Times Top 400

Financial Advisors List for 2017 whose team manages and advises on over $1bn in assets

• Worked directly with advisor to allocate assets in client portfolios between fixed income and equity across a slate of financial

products – individual equity issues, credit and equity mutual funds, and ETFs

• Researched macroeconomic conditions and individual names on ad hoc basis for pitch books and client portfolios

• Constructed two standardized portfolios – one comprised of equity funds and the other fixed income – that advisors will

maintain for use in future as starting point for new clients, and will undergo quarterly investment committee review

• Created automated Excel files where advisor can input hypothetical stock allocation and file will aggregate streaming data

from Thomson Reuters to provide stock- and portfolio-level statistics

MORGAN STANLEY

Associate – Capital and Balance Sheet Management

Analyst – Capital and Balance Sheet Management

Baltimore, MD

2016

2013-2015

• Performed internal reporting of Morgan Stanley’s capital and balance sheet positions to provide Senior Management with

increased granularity and insight for decision-making

• Self-taught advanced VBA, using this to automate original work duties along with processes managed by other teams, saving

firm over 4,000 work hours per year

• Restructured and managed over-the-counter derivatives netting process for entire firm, a set of complex calculations

amounting to largest monthly adjustment to firm’s balance sheet, in excess of $4 trillion USD

• Created files to streamline and automate aspects of research process for balance sheet movements, which included analysis of

micro- and macroeconomic conditions and discussion with firm’s business units and credit risk department

• Received top bucket rating in every performance review and was promoted to associate in minimum allowable timeframe

under office guidelines

• Created and taught set of bi-weekly VBA lessons for Baltimore office and mentored multiple junior employees

• Received award for Baltimore analyst or associate that best represents firm values


• Interests: Statistics, philosophy, guitar, cooking, fitness, history of ancient, medieval, and modern world

• Languages: Conversational in French and Spanish

• Skills: VBA, advanced Excel, writing

MATTHEW PHELAN 1823 Spruce St, Apt 1R, Philadelphia, PA | 508-272-6138 | [email protected]

EDUCATION


Master of Business Administration Candidate; Major in Finance and Accounting

Philadelphia, PA

2016-2018

• Wharton Graduate Association (Vice President of Athletics), Wharton Rugby Football Club (Field Master, Match Secretary)

• Member of Wharton Technology Club, Consulting Club, Finance Club, Real Estate Club, Veterans Club, Energy Club

UNITED STATES NAVAL ACADEMY Annapolis, MD

Bachelor of Science; Major in English; Graduated with Merit 2005-2009

• Navy Gymnastics Division I (2005-2007)

EXPERIENCE

Goldman Sachs Group, Inc.

Investment Banking Summer Associate – Real Estate

New York, NY

2017

Served as lead associate on 5 active deals, 2 client service presentations and 2 financing initiatives.

• Led diligence process and managed flow of data and information to facilitate Canada Pension Plan Investment Board’s $1.3bn

acquisition of Parkway Inc, generating $6mm in revenue.

• Developed ten-year financial projection model and led analysis of the high-end leisure real estate landscape to secure $55mm

of financing to Apollo Global Management for their acquisition of ClubCorp.

Office of U.S. Chief of Naval Operations

International Engagement Country Manager (Europe)

Washington, D.C.

2015-2016

Served as primary liaison between the U.S. Navy and all eastern European Navies. Delivered bi-weekly presentations to the U.S.

Chief of Naval Operations – the most senior military officer in the Navy and primary naval advisor to the President.

• Awarded the Navy Commendation medal for reducing dangerous U.S. / Russian Navy confrontations by 80% in six months.

• Coordinated over 30 high-profile meetings between the U.S. Chief of Naval Operations and European naval officers.

• Created presentation books on global force management and military sales for high-profile international meetings.

Office of U.S. Security Coordinator for Israel and the Palestinian Authority

Flag Aide to U.S. Security Coordinator, Vice Admiral Bushong

Jerusalem, Israel

2013-2015

Primary advisor to three-star Admiral in charge of U.S. security efforts in Israel, delivering 210 high-profile briefings. Coordinated

engagement initiatives for team of three senior officers and managed security for 12 international trips and 500 local missions.

• Awarded the Defense Meritorious Service Award for initiatives related to the Peace Process.

• Coordinated visits to Israel by Secretary of State and Chairman of the Joint Chiefs of Staff.

• Orchestrated over 20 engagements with major think-tanks to promote U.S. security initiatives in Israel.

USS Alexandria, Nuclear Fast Attack Submarine Groton, CT

Communications Officer/Quality Assurance Officer 2012-2013

Led 12 direct reports maintaining all mission-critical equipment during seven-month counter-terrorism deployment. Oversaw over

$200M of maintenance on submarine systems.

• Awarded the Navy Achievement Medal for achieving over 500 days of safe navigation and nuclear reactor operation.

• Ranked 1st out of 10 Division Officers. Appointed as primary Department Head during deployed operations – a position normally

reserved for officers with 10+ years of experience.

Reactor Control Assistant 2011-2012

Led 10 direct reports responsible for maintaining the submarine’s critical nuclear equipment. Trained and certified over 100 sailors

on reactor theory, reactor operations and nuclear instrumentation.

• Awarded the Navy Achievement Medal for leading 12-person engineering team through two Reactor Safeguard Examinations.

• Earned the highest qualification in nuclear submarine operations; completed in 50% less time than average.

• Selected by Commanding Officer of USS Hampton as engineering lead for four months of counter-terrorism operations after

becoming the fastest qualifying Engineering Officer of the Watch out of 13.

Submarine Officer Training Program Charleston, SC and Groton, CT

• Nuclear Engineer Certification – Certified by the U.S. Department of Energy as a Nuclear Engineer 2013

• Naval Submarine Quality Assurance Supervisor School – Certified by U.S. Navy as a Quality Assurance Supervisor 2012

• Naval Nuclear Power/Prototype Course – Certified by the U.S. Navy to Operate a Nuclear Reactor 2009-2011


• Languages: Limited working proficiency in Spanish (8 years of study) and Arabic (2 years).

• Interests: Scuba-diving, skiing, golf, tennis, playing guitar, volunteering with Brockton Public Schools Special Needs Program.

NICOLAS A. RAELE 2116 Chestnut St., Apt 3010, Philadelphia, PA 19103 | +1 (914) 310-6948 | [email protected]

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Double Major in Finance and Business Analytics Master of International Studies Candidate; Focus in Latin America and Portuguese language

Philadelphia, PA 2016 - 2018

Co-organizer of the 2016 Wharton Finance Conference. Recipient of the Lauder Institute Fellowship. Member of the Wharton Finance Club, Latin American Student Association, Tennis Club, and Soccer Club.

INSTITUTO TECNOLOGICO DE BUENOS AIRES Bachelor of Industrial Engineering

Buenos Aires, Argentina 2006 - 2011

Active in the University’s Center for Entrepreneurship; co-organized the South American Business Forum.

EXPERIENCE

CREDIT SUISSE Investment Banking Summer Associate – Latin America Coverage Group


Actively participated in three live deals and four pitches, including M&A, ECM and DCM products, across various industries. Prepared marketing materials and performed public comparables and precedent transactions analyses for YPF’s (Argentina’s

biggest oil & gas company) US$750M bond issuance. Oversaw preparation of benchmark analysis, DCF model, and marketing materials for on-going sell-side process of one of

Peru’s biggest retailers.

LXG CAPITAL (founded by the ex-Heads of Latin American FIG of J.P. Morgan and BAML) Investment Banking Associate

Buenos Aires, Argentina 2013 - 2016

Promoted to Associate six months in advance of average time. Supervised, instructed and mentored junior analysts and interns. Headed new recruiting efforts with local universities and first-

phase interviews with prospective candidates that led to hiring of three analysts. Selected Transaction Experience: LXG Amazon Reforestry Fund (one of first Latin American timberland-focused investment funds). - Oversaw initial $100M fundraising efforts, negotiated service conditions with suppliers, led team to analyze initial

investments in Amazon region. Assisted in regulatory documentation filing to launch IPO in the Lima Stock Exchange. Potential $200M sale of Argentina’s largest waste management company. - Managed competitive auction process with three potential acquirers; directed all aspects of transaction, including preparation

of marketing materials, organization of management presentations, and communication with lawyers and prospective buyers. Gold Fields’ (South Africa) $450M proposed acquisition of publicly-traded Australian junior mining company. - Created DCF valuation model, accretion/dilution, and credit metrics impact analyses; led to CFO’s endorsement to pursue

acquisition. Performed additional projections scenario assessing impact of FX devaluation on all-in costs, achieving purchase price increase of 15%.

Investment Banking Analyst

Lima, Peru 2012 - 2013

Performed financial analyses on 10+ cross-border M&A deals (both buy-side and sell-side), across various industries, and in 15+ countries of the Americas.

Selected Transaction Experience: Banco de Crédito e Inversiones’ (Chile’s third largest bank by assets) $947M acquisition of City National Bank of Florida. - Worked directly with the CEO to conduct a valuation analysis and assessment of acquisition consequences; achieved a 10%

increase in binding offer. Prepared investor presentation to announce acquisition and valuation regulatory material filed in Spain, Chile, and the US.

Sale of Peruvian microfinance bank Mibanco to Credicorp (Peru’s largest financial holding) for $180M. - Analyzed IPO and private placement alternatives for holding company’s equity funding; moved to asset sale due to discovery

of breach in firm’s corporate bonds covenants. Assessed final offers’ impact on company financials, and presented findings to the Board.


Interests: Tennis, golf, soccer, investing, technology, travelling (visited 20+ countries in four continents), food, and DJing. Leadership: TECHO (Latin-American NGO focused on housing solutions for underprivileged sectors), Teletón Peru. Languages: Spanish (native); Portuguese (working proficiency).

JESSICA N. REICHSFELD 1501 Locust Street Unit 803


678-662-3162

[email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Finance and Marketing

Philadelphia, PA

2016-2018

• Recipient of merit-based Frank E. Destribats Endowed Fellowship (half-tuition scholarship)

• Undergraduate Finance Career Fellow, Director of Community Affairs – Hispanic American MBA Association

GEORGIA INSTITUTE OF TECHNOLOGY

Bachelor of Science in Industrial Engineering – summa cum laude

Atlanta, GA

2008-2012

• Major GPA: 3.9, GPA: 3.68, Highest Honors, Dean’s List (every semester)

• President – Spanish Speaking Organization, School of Math – Teaching Assistant, Lead Coach – Office of Minority Education

EXPERIENCE

PETER J. SOLOMON COMPANY, Investment Banking

Summer Associate

New York, NY

Summer 2017

• Developed eight pitch documents, acquisition ideas and macro analyses focused on retail, media and energy industries

• Constructed valuation, LBO, merger models and accretion / dilution analyses for four proposed transactions totaling over $1B

• Worked directly with Managing Directors to present C-level executives with financial and strategic alternatives

• Conducted in-depth research of potential acquisition businesses to determine purchase price and transaction terms

DELOITTE CONSULTING, Strategy & Operations

Consultant

New York, NY

2014-2016

E-commerce assessment for $12B apparel corporation

• Created prioritization model for e-commerce implementation of 15 brands to increase $500M in online sales in three years

• Conducted interviews with CXO’s and Directors across seven brands to evaluate program risks; determined 25% resource gaps

Divestiture of $160M Household Products division in Latin America (LATAM)

• Coordinated negotiation with five distributors for Puerto Rico, Peru and Ecuador encompassing $26M in sales; led bilingual

in-market meetings to develop commercial terms and price list, resulting in 20% margin in each market

• Built sales rationalization model across 15 markets covering $184M in future sales; identified and addressed 13% sales at risk

Acquisition of global health insurance company valued at $54B

• Defined merger methodology to ensure seamless transition for 15M members and achieve $2B in synergies within two years

• Led research and material development to brief buy-side executives on the strategic technological investments of the seller

Atlanta, GA

Business Analyst 2012-2014

Separation of $4B consumer products businesses into two publicly traded companies

• Directed sales analysis for 18 markets in Asia Pacific and LATAM to optimize distributor portfolio covering $54M in sales

• Conducted research of 30+ potential global distributor partners, secured partnerships with 60% of candidates

Serial divestiture program for $46B global beverage company aiming to divest 15 territories in five years

• Managed transition activities across 20+ groups and developed a repeatable methodology for future transitions

• Created reporting tools and roadmaps across seven functions and reporting routines to coordinate five parallel divestitures

MORGAN STANLEY

Operations Summer Analyst

New York, NY

Summer 2011

• Performed daily reconciliations to 1.8K collateral positions of Reverse Repo agreements; identified $2.5B position discrepancies

• Developed Excel-based tool to identify collateral discrepancies, resulted in a four-hour decrease in process


• Interests: Documentaries, ping pong, hosting dinner and wine parties, fashion/beauty blogging and solo traveling

• Community Involvement: Zoo Atlanta – Pro-bono Engagement Lead: Led team of eight to restructure membership program

resulting in 29% increase in revenues, Next Steps Youth Entrepreneur Program – Pro-bono Engagement Lead: Led team of four

to develop marketing strategy resulting in 40% participation increase in program attendance

• Languages: Spanish (native), French (intermediate)

KYLE ROBERTSON 1934 Waverly Street E209, Philadelphia, PA 19146, 513-965-1259, [email protected]

EDUCATION


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

Philadelphia, PA

2016-2018

• GRE: 337/340 (GMAT Equivalent: 780, 99th percentile)

• Entrepreneurship Conference Director, Tech Club, Finance Club, PE/VC Club, Welcome Committee, and Out4Biz

• Venture Capital Development Competition (2nd out of 30+ MBA teams)

• Morgan Stanley MBA Diversity Fellowship Recipient

COLUMBIA UNIVERSITY

Bachelor of Arts; Major in East Asian Studies, Concentration in Business Management

New York, NY

2009-2013

• GPA: 3.82/4.00

• Awards: Cum Laude (top 25%), Dean’s List (every semester), Oscar Lee Award for Senior Thesis (17 recipients)

EXPERIENCE

MORGAN STANLEY Menlo Park, CA

Technology Investment Banking Summer Associate 2017

• Drafted Testing the Waters materials for software client with most recent private round valuation of over $1 billion, which

resulted in positive and constructive feedback from investors

• Analyzed payments landscape for a $70 billion internet client; led to DCF analysis of a $2 billion potential acquisition target

• Created overview of SMB cloud services landscape for an introductory meeting with a fast-growing private software

company; facilitated discussion with client on the gig or 1099 economy and its relevance to their business

• Conducted benchmarking assessment of digital subscription services including survey design and implementation to better

understand customer perceptions; will be leveraged to rank 25 potential acquisition targets

ACCENTURE (Management Consulting)

Consultant

Washington, DC

2015-2016

• Coordinated 4 teams to design a customer service channel for small business customers of a mailing and shipping client;

provides 2,000 small businesses with a way to ask questions and resolve customer experience issues

• Analyzed 37 data trends to identify opportunities for financial and operational improvement for an underperforming

marketing campaign, resulting in the creation of a program that has retained $30 million for the client

• Managed 10-person Accenture North America LGBT Communications Team; upgraded website and developed a mobile

application for network of 2,100 members in 25 cities, resulting in a 19% increase in group membership

Senior Analyst 2014

• Managed relationship with an enterprise software startup with $92 million in venture funding; received top rating and

recommendation for early track promotion based on successful replacement of relationship manager 2 levels above me

• Co-founded and planned Accenture’s inaugural LGBT Pride Webcast, a live panel broadcasted to 33 Accenture locations

with 44,000 viewers; received Inclusion & Diversity “Event of the Year” Award and became an annual event

Analyst 2013

• Collected data on customer needs through 25 focus groups with 144 selected members of a $7.1 billion sales organization;

led to two process transformations that generated over $600 million in increased revenue for the client

• Oversaw and mentored 2 deployment analysts in delivering training to over 500 client employees, resulting in 98% training

satisfaction rate and recommendation for promotion after just 6 months as an Analyst

THE WHITE HOUSE (National Economic Council)

Technology Intern

Washington, DC

2012

• Drafted White House research materials on topics including business accelerators, incubators, and local government support

for technology, facilitating development of the Startup America initiative to support over 500,000 entrepreneurs

• Developed a technology industry tracker that allows policy advisors to monitor the success of technology companies


• Awards: U.S. State Department Critical Languages Scholarship Recipient (Mandarin), Accenture Best People Award

• Activities and Interests: Capital LGBT Pride Festival (Lead), DC Tech Meetup, LGBT Kickball, Fitness, Budget Travel

• Entrepreneurship: Co-Founder/CEO of Zen Massage, Blogging at https://medium.com/@kylerobertson41

• Languages: Intermediate Chinese, Columbia University Foreign Languages Initiative (Founding Member, Marketing Lead)


https://medium.com/@kylerobertson41

STEPHEN T. RUSSELL

2224 Manning Street | Philadelphia, PA 19103 | 757-536-2591 | [email protected]

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

Philadelphia, PA

2016-2018 • Finance Club, Private Equity & Venture Capital Club, Sporting Club, Rugby Club, Veterans Club, Veteran Transition Fellow • GMAT: 710 (91st percentile); James C. Wheat, Sr. Memorial Scholarship Recipient VIRGINIA MILITARY INSTITUTE Bachelor of Science, Major in Mechanical Engineering

Lexington, VA

2005-2009 • GPA: 3.6; Distinguished Graduate (highest academic honors conferred); Dean’s List all semesters (2005-09) • Varsity Swim Team (2006-09, Captain 2008-09); Student Government Class Secretary (2007-09)

EXPERIENCE

BLACKARCH PARTNERS Summer Associate, Investment Banking, M&A Advisory

Charlotte, NC Summer 2017

• Analyzed strategic and financial considerations in pre-engagement, diligence and execution phases of M&A transactions • Presented and prepared technical valuation and presentation materials as part of three middle-market, sell-side transactions Select Transaction Experience: Project Highlands – Advised financial sponsor on contemplated sale of its supply chain solutions portfolio company • Prepared business valuation range utilizing public trading and acquisition comparables, LBO and DCF analyses, and

recommended a targeted sale approach to maximize the sponsor’s return, which resulted in the award of the sell-side mandate • Prepared initial sale marketing materials (information memorandum, management presentation); managed diligence process Project Highwire – Advised financial sponsor on potential sale of its hardware manufacturing portfolio investment • Performed initial valuation analysis, built financial model and led drafting of roadshow and related marketing materials YOURPONCHO INSURANCE FinTech Start-up Summer Intern


• Led the sales and growth marketing campaign by developing and launching a B2B2C marketing strategy which identified 10 new target business-marketing channels that subsequently led to 200 new customers

• Formed a lead-sourcing pipeline resulting in 400+ B2B leads, which converted into 40 in-person sales meetings NEXTWAVE VENTURE PARTNERS Venture Capital Summer Intern

San Diego, CA Summer 2016

• Co-created business plans for two portfolio company investments; conducted market diligence and recommended a strategy roadmap for the development of 10 product lines for two, early-stage, portfolio technologies

• Provided critical research and cost/benefit analysis for a portfolio company contemplating FDA medical device approval SPECIAL RECONNAISSANCE TEAM ONE Cross-Functional Team Officer-in-Charge

San Diego, CA & Southeast Asia

2013-2016 • Awarded Navy & Marine Corps Commendation Medal for performance as Officer-in-Charge • Led and supervised a ten-person Cross Functional Team during a six-month deployment to Southeast Asia • Directed a team that discovered a previously unknown terrorist movement network in Southeast Asia • Managed a team that conducted over 100 hours of training with partner forces in multiple Southeast Asian countries SEAL TEAM FIVE SEAL Platoon Assistant Officer-in-Charge

San Diego, CA, Iraq & Afghanistan

2010-2013 • Awarded Navy & Marine Corps Commendation Medal with Valor for actions in combat • Ground Force Commander of a 44-man combined Afghan Commando and SEAL assault force on six operations • Element Leader of a 30-man combined assault element on 20 combat operations in Afghanistan • Team Leader of a ten-man SEAL squad during a 17-month pre-deployment training cycle


• Training: Graduated Basic Underwater Demolition/SEAL training, SEAL Qualification Training and Army Ranger School • Qualifications: Engineer in Training (EIT) certification (2009) – precursor to Professional Engineer (PE) certification • Interests: Travel, sport shooting, rugby, skiing, surfing, skydiving, scuba diving, cooking

STEPHANIE CLAIRE SIEPMAN, CFA 42 South 15th Street #1501, Philadelphia, PA 19102 | 303-918-2310 | [email protected] | linkedin.com/in/ssiepman

EDUCATION


Master of Business Administration Candidate; Majors in Finance and Entrepreneurship

Philadelphia, PA

2016 – 2018

• Leadership: Organizer, Wharton Investment Banking Trek; MBA mentor to finance-focused undergraduates through GUIDE

• Membership: Wharton Finance Club, Wharton Women in Business, Tech Club, Health Care Club, Ski & Snowboarding Club

NORTHWESTERN UNIVERSITY

Bachelor of Arts in Economics; Minors in Business Institutions and Political Science

Evanston, IL

2008 – 2012

• Academics: 3.60 GPA; Dean’s List, Northwestern University Order of Omega Honor Society (Top 3% of Greek community)

• Internships: Goldman Sachs & Co. (Private Wealth Management Intern), Liquid Capital Group (Derivatives Trading Intern)

• Leadership: CATalyst Leadership Development Program Co-Chair (2010-2012), Freshman Emerging Leaders Program

LONDON SCHOOL OF ECONOMICS & POLITICAL SCIENCE

• Academics: 3.85 GPA; Emphasis on Emerging Market Economies

London, England

Summer 2010

EXPERIENCE

GOLDMAN SACHS & CO.

Investment Banking Summer Associate

San Francisco, CA

Summer 2017

• Supported three teams engaged in live sell-side processes and a secondary equity offering; developed valuation materials

used in sell-side process for $1.5bn paper company including DCF, comparable companies, precedent transactions and LBO

• Created valuation materials for meeting with CEO of biotech company regarding asset divestment, cross-border M&A, JV

agreement, restructuring and outright sale of the company; managed interactions between management and potential buyers

• Conducted due diligence on leading specialty retailer; performed competitor analysis to support a potential buy-side process

TT CAPITAL PARTNERS – $200M healthcare-focused principal investing firm

Pre-MBA Summer Associate

Edina, MN

Summer 2016

• Drafted internal business development presentations; created financial models for new deal activity; aided coordination of the

deal evaluation process; prepared documents for, and participated in, portfolio company management meetings

• Spearheaded “Millennial Healthcare” research report (published late 2016); led weekly cross-functional research meetings

• Worked directly with portfolio company CFO to craft slide deck, historical financial summary and relevant due diligence

documents requested by potential bank lenders; evaluated term sheets and participated in negotiations with bank lenders

TRAVELERS FIXED INCOME INVESTMENTS – $70B proprietary investment portfolio

Senior Investment Associate Analyst

Saint Paul, MN

2014 – 2016

• Recognized by senior management as the most influential Associate in the department’s history; offered 4th-year

advancement opportunity one year ahead of cycle; one of the select few Associates (<20%) extended a permanent position on

the team beyond the typical duration of the Investment Associate Analyst Development Program

• Evaluated new investment opportunities and monitored existing credit exposures within TRV’s global financial institutions

portfolio ($2.8B), SSA portfolio ($650M), gaming/lodging/leisure portfolio ($250M), and services portfolio ($150M)

• Served as lead analyst on Travelers’ municipal bond bank portfolio ($850M) and tax-exempt exposures in CO and NV ($1B);

crafted municipal credit recommendations for 110 tax-exempt credits, leading to acquisition of $600M in new assets

• Crafted trade recommendations for bond securities based on fundamental analysis and relative value considerations;

presented recommendations to investment committee; built financial models to evaluate impacts of M&A and capital raises

• Initiated and executed complete overhaul of Associate Analyst training program, bolstered number of training modules by

75%; mentored two first-year Associates, formalized Travelers Fixed Income Associate Analyst peer mentoring program

Investment Associate Analyst 2012 – 2014

• Developed corporate credit recommendations for 25 investment-grade and high-yield companies across the food/beverage,

tobacco, retail/restaurant, and consumer product sectors; defended recommendations in investment committee meetings

• Created relative value tool to facilitate municipal credit analysis across geography; persuaded senior management to increase

portfolio holdings in various asset classes by $200M and reduce exposure to several overweight regions


• Certifications: CFA Charterholder, passed all three levels of the CFA Exam on first attempt (12/2012, 6/2013, 6/2014)

• Interests: Snowboarding, hiking, Bikram yoga, youth financial literacy, domestic and international travel, fine dining

KRISTIN STENERSON 2400 Chestnut St, Apt 610, Philadelphia, PA 19103 | 720-210-4620 | [email protected]


Philadelphia, PA

2016-2018 GMAT: 760 (99th percentile); Recipient of Wharton Fellowship (merit based) Leadership: Co-President, Wharton Women in Business; Student Life Fellow; Co-President, Wharton Ski & Snowboard Club Conferences/Affiliations: JumpStart Advisory Group Network; Forte Financial Services FAST Track HAMILTON COLLEGE Bachelor of Arts; Honors Concentrations in Mathematics and Economics

Clinton, NY

2008-2012 Class Rank: 4; GPA: 3.98; summa cum laude Leadership: Varsity Women’s Volleyball; Projects Manager, Hamilton Association for Volunteering, Outreach, and Charity; Student Employment Representative, Office of Student Employment; Research Assistant, Department of Economics Awards: Phi Beta Kappa; Senior Prize in Economics; Soper Research Prize in Economics; Kirkland Prize in Mathematics; Sidney and Eleanor Wertimer Prize Scholarship in Economics; Omicron Delta Epsilon

EXPERIENCE GOLDMAN SACHS Summer Associate, Investment Banking Division, Healthcare Group

New York, NY 2017 Valued impact of $300mm ex-US commercialization partnership for biotech client; developed sensitivities and messaging to

demonstrate gaps in client’s forecasts and assumptions; executed $250mm equity raise to fund international drug roll out Advised ~$1bn spec pharma on strategic alternatives and potential acquisition targets driven by imminent drug portfolio patent expiration; won mandate for buy side process and advised on initial bid price, tactics, and bid letter Drafted offering memorandum for $8bn acquisition debt financing on behalf of life sciences materials supplier client

THE BRATTLE GROUP Research Analyst 3 (accelerated promotion from Analyst 1)

New York, NY 2014-2016 Estimated value of 2 mines to assess damages in arbitration by building a DCF utilizing @Risk to simulate metal prices and

risks (closure, delay, and technology) and conducting an event study; valuations resulted in a damages adjustment of $280mm - $360mm Analyzed costs and proposed rate regulation for prison inmate telephone services resulting in a 2015 FCC decision to reduce rate caps for local and long-distance calls from as high as $14 to $0.13 per minute; directly managed client relationship Led a team of 2 analysts to prove insolvency of a metal extrusion company through DCF, comparable company, and precedent transaction valuations to support creditor claims for $75mm+ Evaluated and developed econometric cost models to improve USPS costing accuracy resulting in a $13.4bn reallocation Assessed and established a more accurate profit split between U.S. and international operations (for tax purposes) for production of 5 biopharmaceutical products, each earning $100mm - $2bn annually Consolidated financials and valued international manufacturing operations of a power management company to evaluate established intercompany transfer prices and profit allocation to rebut $125mm+ tax adjustments and fees Designed and delivered trainings on S&P Capital IQ, Bloomberg, Microsoft Excel, and STATA to 60+ employees

DELOITTE CONSULTING LLP Strategy and Operations Consultant (promotion from Analyst)

Washington, DC 2012-2014

Conducted monthly financial analysis for a working capital fund at an intelligence agency; managed and advised clients to incorporate results into decision making processes, budgeting, and business strategies Completed a transportation and facility network analysis for a federal agency and provided recommendations for cost reduction and efficiency enhancements leading to a new multi-year, $1mm+ project Performed cost model analysis to identify variance drivers between budgets and spending resulting in recommendations to modify budget planning to align performance measures with program missions and budgets

ADDITIONAL INFORMATION Technical Skills: S&P Capital IQ; Bloomberg; SNL Financial; STATA; R; Tableau Interests: Running (TCS NYC Marathoner); snowboarding moguls; co-ed soccer; Denver Broncos

MATTHEW SWEENEY 1501 Locust St., Apt. 201 Philadelphia, PA 19102 | 317-513-3576 | [email protected]

EDUCATION


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

Philadelphia, PA

2016 - 2018

• Awarded Kaiser Permanente Fellowship for exceptional professional, academic, and personal achievement

• Vice President of Healthcare Private Equity – Private Equity / Venture Capital Club

• Member of Healthcare, Digital Health, Dealmakers, Soccer, Out for Business, Golf, Dance, and Ski Clubs

• GMAT: 750 (98th Percentile)

KELLEY SCHOOL OF BUSINESS, INDIANA UNIVERSITY

Bachelor of Science in Business; Majors in Finance and Accounting

• Certified Public Accountant

Bloomington, IN

2005 - 2009

EXPERIENCE

SHORE CAPITAL PARTNERS Chicago, IL

MBA Intern Summer 2017

• Coordinated diligence, documentation, and investment committee communication for Urgent Care platform investment

• Managed accounting diligence and lender financing for carve out investment of publicly traded medical products company

• Developed and presented thesis and roadmap for investment in Long Term Care Ancillary Services sector

ENHANCED EQUITY FUNDS

Senior Associate

New York, NY

2013 - 2016

• Evaluated investment opportunities in healthcare services sector, closed 2 platform acquisitions and 10 add-on acquisitions,

and actively managed 5 portfolio companies

• 2nd individual to be promoted directly from Associate to Senior Associate, without an MBA, in history of firm

Select Transaction Experience

• Acquisition of West Dermatology – operator of 24 dermatology clinics across Nevada, California, and Arizona

Led company and industry diligence, built clinic-level investment model, and coordinated third party advisors

Executed 3 add-on acquisitions in California and Arizona

• Capitalization of Priority Ambulance – 911 and non-emergent ambulance provider in SE, NE and MW U.S.

Managed start-up of ambulance platform: on-boarded 4-person management team, identified attractive markets for

acquisition and de novo expansion, and coordinated over $45M in equity funding

Analyzed and executed 5 add-on acquisitions and 2 successful de novo start-up operations

Portfolio Management Experience

• West Dermatology: Served as interim CFO while recruiting full-time CFO, led initial bottom-up budget creation

• Priority Ambulance: Established financial reporting function and coordinated 2 debt raise processes of over $40M

• Starus Medical Group: Led member stratification analysis to identify high risk patients for independent practice association

HOULIHAN LOKEY

Investment Banking Analyst – Healthcare Group

Chicago, IL

2011 - 2013

Select Transaction Experience

• Ventas, Inc. – Financial advisor on releasing 69 healthcare facilities operated by Kindred Healthcare, Inc.

Created operational model on a facility-level basis and determined optimal mix of new operators

• MaxIT Healthcare – Sell-side advisor to sponsor-backed healthcare IT consulting business in sale to SAIC

Developed projection model, compiled marketing materials, and managed diligence for over 10 bidders

DELOITTE FINANCIAL ADVISORY SERVICES

Valuation Associate

Chicago, IL

2010 - 2011

Select Engagement Experience

• St. Jude Medical – Purchase price allocation on the acquisition of AGA Medical, Inc.

• GE Healthcare – Goodwill impairment testing for various reporting units


• FlexeR: Co-founded chronic pain management office chair business; raised $50K seed capital to develop prototype

• Indiana University Alumni Golf Outing: Founded charity golf tournament; over 50 participants per year since 2012

• Interests: Playing soccer, watching Indiana basketball, trying new restaurants, and curating Spotify playlists

ALEXANDRE DE ALMEIDA JANNY TEIXEIRA 2930 Chestnut Street, Philadelphia, PA 19104


EDUCATION


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

Philadelphia, PA

2016-2018

• Director’s List (top 10%) Fall 2016 and Spring 2017, GMAT 760 (99th percentile).

• Associate at Wharton Impact Investing Partners – sourced and assessed higher education start-ups for potential funding.

• Leadership: Wharton Leadership Fellow, President of WHALASA (Latin America Student Association).

• Club membership: Finance, Restructuring & Distressed Investing, Private Equity & VC, Wine, Tennis and Boxing.

UNIVERSITY OF SÃO PAULO

Bachelor of Science in Industrial Engineering

São Paulo, Brazil

2007-2012

• Graduated in the top 10% of class.

• Captain of tennis team during 2nd and 3rd year.

• Completed one-year exchange at University of Illinois at Urbana-Champaign (2009-2010).

EXPERIENCE

DEUTSCHE BANK

Summer Associate, Investment Banking

New York, NY

2017

• Performed valuation analysis and market research and prepared presentation materials for clients in the consumer, retail and

business services sectors for buy-side transactions and client development initiatives.

• Interacted directly with clients and senior bankers.

• Built modeling skills through completion of internal training on valuation.

SÃO PAULO STATE GOVERNMENT, DEPARTMENT OF GOVERNMENT

Vice President of Real Estate Council

Office Advisor

São Paulo, Brazil

2016

2015-2016

• Led team of 15 in charge of managing all government’s real estate related processes (land sales, acquisitions, rents,

donations). Focused on structuring management processes, diagnosing and developing roadmap for IT systems and preparing

assets for sale.

• Mapped state-wide unused land pieces and supported drafting of bill 328/2016, requesting State Legislature authorization for

disposal of 79 properties. This was expected to generate $300M in sales.

• Designed and supported implementation, supervising two analysts, of state-wide initiative to review and renegotiate third-

party contracts in areas such as surveillance, facilities’ maintenance, and IT, generating $100M in savings.

STRATEGY& (formerly BOOZ & COMPANY)

Sr. Consultant

Consultant

Intern

São Paulo, Brazil

2014-2015

2013-2014

2011-2012

• Conducted assessment and prioritization of projects to improve urban mobility in metropolitan region of Florianopolis (~1

MM people), involving more than $500M investment; managed two interns and 3rd party partner

• Led two work streams of FMCG-joint venture turnaround, supply chain management and operating model review, managing

two interns. Proposed operating model which reduced tax cost by ~$1M / year and improved governance, coordination and

accountability among JV participants.

• Managed South America work stream of global logistic transformation program of crop protection player, identifying more

than $600K/year in savings.

• Created local community services initiative, mobilizing around 10 consultants to teach English in local community.

• Elected top performer from among over 15 peers during both years.


• Interests: Tennis (played regional and national junior tournaments), online poker (multi table cash games), travelling

• Positions: Teacher, Expansion Director and Board Member at Cidadão Pro Mundo, NGO that promotes volunteer English

classes in underprivileged communities (2011-2016)

• Languages: Native speaker of Portuguese, intermediate knowledge of Spanish

ANDERSON XIN 226 W Rittenhouse Square., Philadelphia, PA 19103 | +1 215 450 2692 | [email protected]

EDUCATION


Master of Business Administration Candidate; Double Major in Finance and Management

Philadelphia, PA

2016-2018

Co-president of Greater China Club, in charge of all social and career activities for 170+ members

Best negotiator, Big Paperclip Award

Wharton team leader of Northernlight Venture Capital Trek and Wharton/Harvard/MIT Joint China Fund Visit Trek

Engaged in Penn Endowment Fund’s due diligence process on investment funds in China

NANJING UNIVERSITY OF SCIENCE & TECHNOLOGY

Bachelor of Administration, Major in Management Information System

Nanjing, China

2003-2007

Outstanding Student Leadership Award (top out of 350) for 2004, 2005 and 2006

WORKING EXPERIENCE

CITIC PRIVATE EQUITY FUNDS (largest PE firm in China, $15 billion AUM)

Summer Investment Manager

Beijing, China

2017

Formulated lithium-ion battery industry investment strategy by value chain breakdown analysis; modeled growth potential

and profit pool shares of each subsectors; sourced/identified 5 potential targets and formed deal evaluation criteria

Analyzed a wind-power company by modeling cash flow and dividend return from turbine BU and wind farm BU

Engaged in the deal execution of a salar lithium extraction project and an EV battery-changing station project

SMPJ CAPITAL (China Branch of Spring Mountain Capital)

Assistant to CEO

Shanghai, China

2014-2016

Conducted deal sourcing, industry analysis and exit strategy design in a $7.6 million investment to a fin-tech company

Spearheaded a joint overseas private equity fund ($500 million in Phase I) with a major Chinese financial group; designed

fund strategy, architected co-GP & investment committee structure, and drafted pitch books

QINHAN PRECISION INDUSTRIALS (family business, ticker NEEQ: 835448)

Acting CEO

Luoyang, China

2011-2014

Oversaw overall strategy, P&L, business development, corporate finance, human resource and business transformation

Turned around the company by reshaping marketing/sales strategy, redesigning incentive policies, reforming management

structure and implementing ERP system; achieved five-year highest growth and fastened cash turnover by 40%+

Supervised the Company’s public listing on NEEQ stock exchange and completed the process within 10 months; coordinated

due diligence, ensured compliance, established corporate governance, and designed employee stock incentive plan (ESOP)

CHINAVEST (pioneering merchant bank in China since 1981)

M&A Associate

Beijing, China

2010-2011

Conducted DCF modeling, privatization structure designing, convertible bond/ratchet agreement redemption planning, earn-

out structure planning, deal structuring and due diligence in cross-border M&A deals

Advised H.J. Heinz (NYSE:HNZ) on $2.5+ billion potential acquisitions targeting multiple listed Chinese infant formula

milk companies including Feihe (NYSE: ADY) and Shengyuan (NASDAQ: SYUT)

CAPGEMINI CONSULTING

Consultant (early promotion, 6 months ahead of peers)

Associate Consultant (top 10% performer)

Shanghai, China

2008-2009

2007-2008

Engaged as core team member on market entry, process reengineering and strategic planning projects for high-profile clients

including the SASAC of the State Council, Nike China, BMW China, State Grid and China Mobile

Formulated function-reshaping plan for Shanghai Pudong Government based on in-depth case study of London Municipal

Government, winning 2008 Best Delivery Award among 60+ projects


Publication: draftsman of Allocation and Operations of Fund of Funds, Caijing Magazine, November 2014

Interests: tough mudder running, diving (PADI certified), wine tasting (WSET certified sommelier), basketball (point guard

of Cluster 3 in Wharton Olympics)

JIAHONG XU 201 S 18th Street, Apt 2013, Philadelphia, PA 19103 | +1-267-439-5980 | [email protected]

EDUCATION

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


• Clubs: VP of Media and Entertainment, Finance, Tech, Out4Biz (LGBT), Dance Studio, Wharton Alumni Fellow (Top 1% selected to engage Wharton alumni), Wharton Welcome Fellow (Top 4% selected to represent the School externally)

• Business Analytics is a STEM major allowing me to work for three years in the US without need for Visa sponsorship SCHOOL OF ADVANCED INTERANTIONAL STUDIES, JOHNS HOPKINS UNIVERSITY Master of Arts; Major in International Relations and International Economics

Washington D.C. 2010-2012

• GPA: 3.85; Graduated with Honors (Top 3%); two-time Presidential Scholarship Recipient (Top 1%) NANJING UNIVERSITY Bachelor of Management; Major in Business Management

Nanjing, China 2006-2010

• GPA: 3.94, Rank 1/160; Awarded China National Scholarship (Top 0.1%); Excellent Student Leader Award • President of Student Association of Business School, led 12 departments and 180+ students

EXPERIENCE HONY CAPITAL (A global private equity firm with $12bn AUM) Summer Associate, Technology, Media and Entertainment Team

LA and Beijing Summer 2017

• $20mm additional investment in an LA-based film studio: co-managed the due diligence process, developed investment thesis and constructed financial models, represented the firm to attend discussion with investment banks for a potential IPO

• $100mm investment in a news aggregator: drafted investment committee book, developed investment thesis, managed and reviewed analysts model; proposed post-investment synergies with existing portfolio

• $50mm investment in a global OTT provider: assisted in drafting term sheet; identified company’s core competencies; created operating models to support valuation; led discussions with bankers to develop financing solution

• $170mm potential investment in a global sports event: constructed financial model, conducted commercial and financial diligence, highlighted risks of the project and convinced management to walk away from the project

J.P. MORGAN Investment Banking Summer Associate, Tech&Media and Fintech Group

Hong Kong Summer 2017

• $1.5bn IPO of an insurtech company: worked directly with CFO to finalize Prospectus; prepared analyst presentation includes extensive background of the business and its operations, as well as key considerations and business strategy

• $4bn buy-side semiconductor acquisition: led two analysts to perform merger analysis for a semiconductor manufacturer; performed extensive industry research to estimate future synergies; identified comparable transactions and built DCF models

• $200mm IPO of a fintech company: conducted business, financial and third party due diligence, constructed operating model and applied multiple valuation methodologies including DCF and comparable companies

• Conduct an in-depth study of the digital media and entertainment space in China, including seven sectors and 40+ companies TENCENT Pre-MBA Associate Intern, Strategy and M&A Group

Beijing, China 2015-2016

• $15mm potential investment in a music festival: conducted extensive due diligence, evaluated the monetization potential through sizing their addressable markets and future geographic expansion

• $20mm potential investment in a VR sports content provider: interviewed 30+ customers and industry experts to develop a view on market trend and the company’s core competencies, which became important inputs for later decision

• Assisted a global tourism publisher to distribute its contents in China through Tencent’s digital platforms, participated in the negotiation process and drafted the final memorandum; the publisher attracted 1mm+ subscribers in five months

MERRY SERVICES (Digital platform for one-stop household services, similar to “Handy”) Co-founder and Chief Strategy Office

Shanghai, China 2014-2015

• Analyzed needs of target customer base, tested the viability of concept and determined initial feature set • Recruited nine full-time employees; grew monthly revenue to $20,000 in one year, created 400+ job opportunities for

migrant workers and increased their incomes by 50% • Engaged agencies to design and execute digital marketing campaigns that attracted 1,500 users in three months ACCENTURE STRATEGY CONSULTING Consultant, Digital Strategy (fast tracked to Consultant after ranking No.1 in consecutive two years)

U.S. and China 2012-2015

• Led three analysts to formulate key initiatives for a leading E-commerce platform that boosted annual sales by 40%+ • Led a team of 22 clients to develop and execute digital channel strategy for a bank that saved $300mm cost in one year • Developed business model (later adopted) for a global bank’s entry into digital banking in China as part of a global team

ADDITIONAL INFORMATION • Positions: Curator of Global Shapers Community’s Shanghai Hub - Won the World Economic Forum Annual Global Shaper

Award out of 5300+ applicants for pushing LGBT equality agenda in working place • Interests: Founder of a rock climbing club in Shanghai; Film critic (written over 600 film reviews); Avid Hip Hop dancer

JOEY XU 201 Folsom Street #15E | San Francisco, CA 94105 | 408-315-9688 | [email protected]

EDUCATION

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


• Club Membership: Investment Management, Restructuring and Distressed Investing, PE/VC, Real Estate (Board Member). • Joseph Wharton Fellowship recipient. Selected participant in Semester in San Francisco program focusing on entrepreneurship. • GMAT: 750.

STANFORD UNIVERSITY Master of Science in Management Science & Engineering Bachelor of Science in Mathematics, Bachelor of Arts in Economics

Palo Alto, CA 2010-2011 2007-2011

• BS/BA GPA: 3.7/4.0. MS GPA: 3.5/4.0. GRE: Math-790, Verbal-690, Writing-6.0. • Managing Director at The Stanford Daily, President of Stanford Pre-Law Society, Analyst at Stanford Finance.

EXPERIENCE

MORGAN STANLEY REAL ESTATE INVESTING (MSREI) Summer Associate – Acquisitions


• Evaluated and presented to investment committee on a potential retail development in Wynwood, Miami. • Managed a summer analyst in researching housing shortage in Atlanta and identifying potential homebuilding investments. • Performed leasing analysis on a 1M SF industrial complex in North Charleston, SC.

CIM GROUP Associate – Investments

Los Angeles, CA 2015-2016

• Identified and assessed potential investments (from development opportunities to value-add to core) as part of 80-person investment team with $20bn AUM across 8 funds. Personally oversaw $330M+ in exposure.

• Underwrote 525-unit apartment and parking development project in downtown Los Angeles: total capitalization $300M+. - Calculated and considered returns for condo versus apartment scenarios; coordinated with in-house development team to

determine cost, finishes, construction timeline, and secured financing for the project. • Coordinated construction loan upsize of $730M capitalization, 158-unit condo conversion project in TriBeCa. Worked closely

with operating partner to finalize expanded budget for the project and secure two leases for 100K SF of retail space. • Managed $100M portfolio of parking assets (San Francisco, Seattle, New York, Cincinnati, Columbus) in infrastructure fund. • Researched San Francisco’s Central SoMa Plan and worked with land-use attorneys / development team to submit proposal to

the city to entitle a 30K SF parcel for mixed-use development.

MACQUARIE CORPORATE & ASSET FINANCE Associate – Real Estate Investments


• Underwrote new acquisitions and managed extant positions in 8-person real estate principal investing team with $3bn AUM. Selected Investments: $120M mezzanine loan cross-collateralized by 35 apartments across the US. • Led team of 6 underwriters to complete diligence of 29 stabilized apartments and 8 development projects with value >$700M. • Coordinated over 24 separate site tours across the US; interviewed property managers and brokers. • Set agenda and delegated responsibilities in large research project on Texas oil exposure; potential impact of oil price collapse

in Texas/Louisiana, impact of 1980s oil bust in Texas on then-real estate assets. $40M DIP loan on airport mixed use / flex office building at Long Beach Airport, CA. • Modeled out long-term cash flows of 30-yr leases and 40-yr ground lease. • Reviewed Chapter 7 bankruptcy filings, worked with lawyers to draft DIP loan docs and emergence from bankruptcy

milestones.

CREDIT SUISSE Analyst – Securitized Products (Real Estate & Mortgage Finance)


• Worked across six teams on projects including ABS securitizations, residential mortgage securitizations, whole loan pool trades, and commercial real estate advisory projects.

• Performed key support on Fannie Mae pilot REO Bulk Sale advisory team: drafted RFP and explored financing options. • Collaborated with European office on providing financing on large distressed Irish commercial real estate portfolio.

ADDITIONAL INFORMATION • Interests: NYC Marathon (raised $10,000 for Leukemia & Lymphoma Society), journalism, reading, podcasts. • Positions: Stanford Women’s Network – New York (Board Member). • Languages: Fluent in Chinese (Mandarin), conversational in Spanish and Cantonese.

MELODY (YUE) YIN 201 S. 25th Street Apt 426, Philadelphia, PA 19103 | 267-584-9383 | [email protected]

EDUCATION


Master of Business Administration Candidate; Majors in Finance and Business Analytics

Philadelphia, PA

2016-2018

• Active Member of Wharton Finance Club, Technology Club, Mountaineering & Outdoors Club and Battle of the Bands

• GMAT score: 750 (98th percentile)

FUDAN UNIVERSITY

Bachelor of Business Administration, Major in Financial Management

Shanghai, China

2009-2013

• Graduated with Distinction (top 5%); merit-based scholarship; President of Class 2013; VP of Fudan Social Impact Club

• Exchange Program at Georgetown University (2011)

EXPERIENCE


Summer Associate, Investment Banking

Hong Kong

Summer 2017

• Conducted deep dive market research on dairy industry to evaluate potential buy-side M&A opportunities

• Participated in three live deals and two pitches across several industry groups within a broad range of transaction types

Selected Transaction/Advisory Experience

Advisor to Chinese dairy processing company on its $1.4b acquisition of Australian dairy producing company

• Partnered in LBO/merger model construction and analysis; composed 40+ page pitch book

• Performed preliminary transaction analysis covering accretion/dilution, funding structure and pro forma financial projections

Advisor to Malaysian insurance company on its $158m divestment and IPO dual track

• Conducted trading comparable analysis; analyzed synergies between insurance companies and healthcare providers

• Drafted 50+ page information memoranda; organized investor feedback and due diligence documents

ALPHAVATE LLC (Internet Service Startup, System of Intelligence)

Intern, Business Development & Market Research - Founding Team

Philadelphia, PA

Summer 2017

• Worked directly with CEO and President to support entire launch process and early business development of the company

• Developed market strategy and business plan after research in areas including software as a service (SaaS), artificial

intelligence, optimization algorisms, website analytics and professional services; monitored launching project process

• Collaborated with programmers to improve functional and logical design of the platform as part of product development

• Secured eight partnership prospects and fundraising opportunities with technology entrepreneurs, the Mayor of Philadelphia,

venture partners, startup attorneys and technology media properties

• Created marketing content; developed customer acquisition strategy and acquired the first sales lead

HSBC HOLDINGS

Associate Vice President, Corporate Banking (Fast Promoted with top 2% rating)

Management Trainee, Leadership Rotational Program

Hong Kong & Hangzhou, China

2014-2016

2013-2014

• Managed portfolio of over 40 multinational corporations (MNCs) including Alibaba Group; expanded loan balance by 20% to

over $200m and gained eight new-to-bank customers by 2015 through cold calls, sales pitches and business development

• Directed a team of 24 product partners and credit operation managers in credit facility proposal and monitoring

• Performed due diligence, credit analysis and financial projection as part of a $300m syndicated loan deal to fund a leading

Chinese technology firm’s offshore acquisition; won 2014 HSBC Best Deal

• Originated the MNC Credit Assessment Framework for HSBC China which was then included in the HSBC Credit Procedure

Manual; created a new MNC rating model based on the existing global risk analysis system

• Initiated two cross-selling opportunities to HSBC Investment Banking (IPO in Hong Kong Stock Exchange) and HSBC

Wealth Management (mortgage investment) with estimated book value added to bank of ~ $1.5m

• Led regional industry analysis campaign; conducted comprehensive credit analysis focusing on technology


• Certifications: CFA Level III Candidate; CEC Interpreter

• Languages: Native speaker of Mandarin, elementary proficiency in Cantonese and Japanese

• Skills: Proficient in Microsoft Office Suite; programming in C and R

• Community: Founder of the Technology Support Education Foundation; collected funds of over $35k as of July 2016

• Interests: Vocal (lead singer of two bands), piano, drum set; music composing; architecture and interior design; skiing

JOY ZHU

712 South 16th Street, Apt #2, Philadelphia, PA 19146 TEL: 267-221-2019 | EMAIL: [email protected]

EDUCATION

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


• Director of Marketing and Associate of Wharton Impact Investment Partners • Member of the Wharton Finance, Public Policy, and Boxing Clubs

CASE WESTERN RESERVE UNIVERSITY Bachelor of Arts, Majors in Economics and Political Science, Minor in Mathematics

Cleveland, Ohio 2006-2010

• GPA: 3.81/4.00 magna cum laude • President’s Scholarship and Dean’s High Honors (2006-2010) • NCAA Cross Country Academic All-American (2008) • Exchange student at The London School of Economics and Political Science (2008-2009)

EXPERIENCE

MORGAN STANLEY Investment Banking FIG Associate Intern


• Managed sell-side diligence and management meeting process for three deals totaling over $5Bn across FIG verticals, including insurance, diversified finance, and asset management

• Created disaggregated income statement and $60M 5-year earn-out model for a top 10 nonbank mortgage originator • Valued firms and M&A impact using comps, premiums paid, precedent transactions, and accretion/dilution analysis • Collaborated with client management teams, co-advisors, and private equity firms to create company profiles, presentations,

and operational projections

THE FEDERAL RESERVE BANK OF NEW YORK Senior Foreign Exchange Analyst Foreign Exchange Analyst

New York, NY 2015-2016 2014-2015

• Led the redesign, programming and implementation of the FRBNY foreign exchange trading tool, which halved trade execution time, and was used to transact over $1Bn annually on behalf of the US Treasury and foreign central bank customers

• Analyzed the causes and effects of trends in global economic and foreign exchange markets; reported findings to senior policymakers to inform regulatory and monetary policy decisions

• Surveyed and collected feedback from 17 primary dealers for bi-monthly forex market functioning and outlook report

THE FEDERAL RESERVE BANK OF PHILADELPHIA Macroeconomic Research Analyst


• Programmed statistical analyses (time series, panel data, stochastic, VAR, and Bayesian regressions) of large datasets in STATA and MATLAB to test econometric models of trade growth and sovereign default probability

• Constructed an economic accounting of quarterly US Treasury debt using the government budget constraint to measure the contributions of the real rate, inflation, real GDP growth, and budget deficits to changes in the Treasury debt-GDP ratio

• Wrote quarterly review on national banking legislation and policy, with focus on Dodd-Frank regulations • Created pre-FOMC slide decks that review current economic and financial conditions

CASE WESTERN RESERVE UNIVERSITY Automotive Policy Research Assistant

Cleveland, OH 2010-2011

• Investigated the effects of the auto bailout and financial crisis on the auto supply chain; surveyed 598 national auto suppliers and analyzed data for manufacturing trends; interviewed owners and purchasing managers of 30 auto suppliers

• Published findings in a comprehensive policy report sponsored by the US Department of Labor and presented results at industry conference in Dearborn, MI attended by the Directors of Honda, Ford, and GM


• Interests: Financial regulations and debates, running, boxing, rock climbing, New Yorker comics • Software/Databases: Visual Basic, Stata, Matlab, Eviews, Bloomberg, Reuters Eikon, Haver, Thomson One, SNL/CapIQ • Select Publications:

§ “Foreign Exchange Liquidity Conditions,” New York Federal Reserve MarketSource (2015). § “Risk Management Standards for Systemically Important Financial Market Utilities,” Banking Legislation and

Policy 31, no. 3 (2012): 4-10. § “Large Bank Stress Testing Guidance,” Banking Legislation and Policy 31, no. 2 (2012): 1-4. § “The US Auto Supply Chain at a Crossroads: Implications of an Industry in Transformation,” with Susan Helper, et

al, Case Western Reserve University (2012).

Documents

The Wharton School Class of 2018 2nd Year Resume Book · 2019-12-13 · CHARNICE BARBOUR 1700 Chestnut St. Unit 401, Philadelphia, PA, 19103 443.388.0240 [email protected]