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2006 – 2007
DUKE BEST, CPA
130 Ivy Drive # 11 • Charlottesville, VA 22903 • (949) 307-4057 • BestD08@Darden.Virginia.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration, May 2008 Chapman University Bachelor of Science, Business Communications, June 1995 EXPERIENCE 2004 - 2006 Charlottesville, VA
Health Sciences Group, Inc. Los Angeles, CA VP Finance / Corporate Controller A turnaround opportunity with a nutraceutical ingredients and products company • Oversaw nearly every aspect of the company's operations. As Corporate Controller, responsible for transaction processing and SEC financial reporting. As Vice President of Finance, acted as the primary contact for the Company's 6,000 shareholders • Directed business model shift from wholesale production to retail distribution • Sourced and hired new staff as well as directed the Company's largest workforce reduction • Daily activities beyond accounting/finance and included writing press releases, negotiating with and managing vendors, packaging designs and assisting with business plan development Acumen & Merit, LLC Seattle, WA Consultant / Owner Post Enron entrepreneurial continuation of accounting and consulting work performed at Arthur Andersen • Provided business management infrastructure and outsourced accounting for growing companies • Developed accounting policies and procedures, chart of accounts, employee role and responsibilities, organizational structure, production costing and pricing models, and growth planning • Provided business plan analysis and delivered critical path solutions for growth and development Arthur Andersen, LLP Los Angeles / Orange County, CA CPA / Consultant Business Consulting Performed operational diagnostics to improve process efficiencies, reduce overhead, benchmark results with industry peers, and prepare business case analysis to build departmental value and increase profitability. Solutions included: identifying quick win opportunities for cost savings or revenue enhancement; designing organizational structure changes; business process reengineering; aligning initiatives with strategic goals; and delivering board presentations • Performed diagnostic analysis and delivered improvement plan with best practice research and business case analysis for a $33 billion distribution company • Analyzed and delivered cost reduction recommendations for $3 billion medical service provider • Assessed current state and delivered strategic development plan to national non-profit organization • Determined personnel alignment strategy for $30 million property management company • Developed cash burn analysis and presentation for $15 million food supplement manufacturer Audit & Business Advisor • Responsible for financial statement preparation and analysis as well as improving client business and management processes for both public and private companies Management Roles • Managing client expectations and deadlines; understanding and evaluating internal control systems; developing recommendations for operational improvement; research technical issues; reviewing legal documents; engagement planning; and developing and managing budgets Leadership Roles • Regional technology trainer; lead recruiter for college campus; instructor for local, regional and national training courses; mentor for staff in interns; and active member in both advisor and consulting Senior Advisory Teams
1997 - 2002
TIMOTHY DILLON BOSWELL
2102 Arlington Boulevard, Apt. 7 • Charlottesville, VA 22903 • 704-277-6133 • BoswellT08@darden.virginia.edu EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2008. • 740 GMAT (6 AWA). • Elected Section Honor Representative; Member Darden Private Equity Network, Entrepreneurship & Venture Capital, Finance, Consulting, and Outdoor clubs. Davidson College Davidson, NC Bachelor of Arts, May 2001. • Double major Economics and Psychology; 3.4 GPA; 1450 SAT (730 Math; 720 Verbal). • Faculty-selected member Omicron Delta Epsilon and Psi Chi honor societies (Economics and Psychology) and Economics T.A.; Elected President KΣ fraternity; Dean-selected Hall Counselor. London School of Economics and Political Science London, United Kingdom Summer Programme Certificate, International Economics and European Integration, August 1999. EXPERIENCE 2004-2006
Banc of America Capital Investors Charlotte, NC Associate in top-quartile private equity partnership, managing $2B of capital. RESPONSIBILITIES: • Evaluate 30-40 new investment opportunities annually and communicate findings / recommendations to partnership and senior executives of Bank of America Corp. (NYSE: BAC), including Treasurer. • Manage due diligence processes: perform and interpret detailed financial analytics; conduct extensive interviews with management, customers, industry experts; coordinate and analyze findings of legal, accounting, tax, environmental, supply chain, and strategy advisors; arrange financing sources. • Support portfolio company management and Board of Directors by analyzing M&A opportunities, developing financial projections, executing refinancings, recapitalizations, and divestitures. SELECTED TRANSACTION EXPERIENCE: • Executed $350MM leveraged recapitalization ($65MM BACI investment) with Bruckmann Rosser Sherrill of Eurofresh Inc, leading domestic grower and marketer of hydroponic specialty produce. • Executed $550MM leveraged buyout ($40MM BACI investment) with Investcorp International of FleetPride Corp., largest independent distributor of aftermarket, heavy-duty truck parts. • Performed due diligence and analysis of $14B leveraged buyout of Univision Communications (NYSE: UVN), leading U.S. Hispanic media company (largest BACI equity commitment). SELECTED PORTFOLIO EXPERIENCE: • Managed investment in Worldstrides, educational student travel company. Executed $100MM refinancing and a subsequent $220MM sale to Charlesbank Capital. • Managed investment in Mattress Giant, leading national mattress retailer. Executed $45MM refinancing and a subsequent $168MM sale to Freeman Spogli. • Managed $300MM investment in Cumulus Media (NASD: CMLS), leading U.S. radio broadcaster. Executed $1.2B Susquehanna Media acquisition and $150MM tender offer (partial liquidity event). Edgeview Partners Charlotte, NC First Analyst at middle market M&A boutique formed by former officers of Bowles Hollowell Conner. • Present Edgeview qualifications and recommendations to win sale mandates; perform financial and valuation analyses; conduct extensive client due diligence; draft marketing materials and investment memoranda; support management in investor presentations; participate in negotiations and closings. • Executed six private equity divestitures and corporate sales in defense; distribution; foodservice; industrial materials; plastic packaging; and retail industries. Valuations from $30MM-$150MM. The Carlyle Group Charlotte, NC First Analyst Intern for regional office of leading international private equity sponsor. • Executed buyout of Forged Metals, a platform investment in the turbine engine components industry. NAUI Advanced SCUBA Diver and marine photographer; counselor/mentor for Davidson Economics majors; Red Cross platelet/blood donor; fourth-generation Chicago Cubs fan.
OTHER INTERESTS •
JONATHAN RICHARD CAUDILL
270 Colonnade Drive #13 • Charlottesville, VA 22903 • 276-340-8608 • CaudillJ08@darden.virginia.edu EDUCATION Darden Graduate School of Business Administration Charlottesville, VA University of Virginia Candidate for Master of Business Administration, May 2008 • GMAT: 710 (94th percentile) • Member of Finance Club, Consulting Club, Darden Capital Management, Darden Private Equity Network, and Media, Sports, and Entertainment Club Virginia Polytechnic Institute and State University Blacksburg, VA B.S. in Business Information Technology, Operations Management option, May 2004 • Four-year member of Virginia Tech Corps of Cadets • Commandant’s List honor roll, Commandant’s Award, Virginia Tech Corps of Cadets • Dean’s List honor roll, R.B. Pamplin College of Business • As a senior, selected as commander of Corps unit of 60-plus cadets and resident advisor • Held several leadership positions sophomore and junior years, including selection as one of three sophomores from my unit to serve on VTCC Training Cadre for incoming freshmen • Recipient of VTCC Emerging Leader Scholarship and R.B. Pamplin College of Business Merit Scholarship, among others EXPERIENCE 2004-2006
Stanley Furniture Company, Inc. Stanleytown, VA Publicly- traded designer and manufacturer of wooden furniture for bedrooms, home office, home entertainment, and dining rooms. Sells to independent retailers, department stores, and regional chains. Regional Credit Manager Strategy • With the aid of a collection assistant, managed high-volume credit risk for over 900 retailers in 21 states, the District of Columbia, and Bermuda, facilitating maximization of sales with minimization of risk of loss • Made decisions to temporarily stop shipments, revoke credit terms, and cancel orders when retailer risk increased too significantly • Performed “damage control” in stores that were preparing to close, arranging for our receivables to be paid and their consumers’ orders to be filled • Increased responsibility over my tenure, from a smaller territory when I started to the final amount listed above, which was the largest in the company Financial Analysis • Researched risk of stores through credit agencies, banks, and contacts within industry • Analyzed store financial statements and performed trend analysis • Received formalized training in advanced financial statement analysis Communication • Collaborated with retail partners to establish mutually beneficial relationships • Negotiated with retail partners on credit lines, payment trends, outstanding balances, and obtaining greater means of financial security • Worked with sales force in effectively managing their sales regions, providing constant feedback on their retail partners while offering credit insights on untapped prospects • Represented company at national meeting of furniture creditors • Gained trust of retail partners, and was often able to review owners’ personal financial info in order to accept their guaranty
PERSONAL • • • • Outdoors, sports, and reading enthusiast Eagle Scout Award, 1999 Reformed and served as president of Eagle Scout Association within Corps of Cadets Four-year member of Gregory Guard at Virginia Tech, precision rifle drill unit which traveled to various locations around the country for performances
Private Equity Network. VA 22903 • 908-419-9685 • ChiarelloN08@darden.NICHOLAS G. including $700 million in CMBS subordinate positions • Underwrote and analyzed CMBS loan pools. VA New York. and Real Estate Club Leonard N. Apt. Stern School of Business New York University Bachelor of Science. May 2008 • Member of the Finance Club. #8 • Charlottesville. NY ING Clarion Capital New York. May 2000 • Dean’s List • Member of the Finance and International Business Clubs EXPERIENCE 2000-2005 Charlottesville. and collateral value. Cape Town. B-notes. NY Assistant Vice President (2005-2006) Assistant Portfolio Manager for a $2. Finance and International Business. and mezzanine loans and made investment recommendations to the Investment Committee • Performed competitive market analysis for all major property types • Developed detailed underwriting analyses of collateral properties • Conducted comprehensive analysis of property level cash flows. South Africa .edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. including the projected timing and severity of potential losses • Modeled various default scenarios on portfolio positions and computed position and portfolio IRR’s • Analyzed credit default swaps and other derivative products • Supervised and mentored four asset management analysts • Assisted in the workout of non-performing CMBS loans totaling $40 million Associate (2004) • Hedged portfolio interest rate risk by short selling US Treasuries • Executed CMBS and US Treasury trades • Coordinated the purchase of $350 million in below investment grade securities (B-pieces) with investments banks and internal underwriters • Trained new analysts. CHIARELLO 120 Ivy Drive.virginia. climbed Lion’s Head. specifically with regard to real estate analysis • Worked closely with Client Service and Marketing team members on client presentations and monthly client reports Senior Analyst (2002-2003) • Prepared a model portfolio for each account containing buy and sell recommendations • Created a credit analysis for all bonds purchased • Performed ongoing surveillance for the all bonds under management • Analyzed property level income statements and rent rolls to determine the asset’s net cash flow • Analyzed interest only strips with regard to prepayment and credit loss sensitivity • Created an investment memorandum for each bond purchased Analyst (2000-2001) • Obtained month end pricing levels from various trading desks and priced the portfolio • Prepared the weekly investment meeting presentation packet for the Portfolio Management team • Collected and analyzed monthly bond remittance reports and watch lists • Interacted with Servicers and Trustees • Prepared presentation materials for clients and prospective client ADDITIONAL QUALIFICATIONS/INTERESTS • Significant Trepp and Argus experience • Enjoy hiking.2 billion commercial mortgage backed securities (CMBS) portfolio • Identified and evaluated investment opportunities in CMBS and other real estate debt products. loan level loss estimation.
CFA Level II candidate (Summer 2007). Worcester Polytechnic Institute and Clark University. including students from Holy Cross. • Prepared memorandum and proposals. • Promoted publicly traded Korean companies to US investors. • Developed financial models. Functional in Chinese. significant transactions include: ADR offering $1 billion (KEPCO) and ADR offering $1 billion (KT&G). 1998-2004 PERSONAL • • • • Series 7 and Series 63 registered.SUNG CHO 52D Barclay Place Court • Charlottesville. • Active participant in Holy Cross Rugby Football Club (1994-1998). NY Equity Proprietary Trader (2001-2004) • Managed and oversaw $20 million Korean multi-strategy book. • Selected stock pairs and maintained a market neutral long/short portfolio of several stock pairs. 2008 • Member of Finance Club and Darden Capital Management.A. EXPERIENCE 2004-2006 Lee & Kim Investment Advisors. and presented them to prospective investors. • Directly reported to company's top management in Seoul on daily progress of the US market. Inc. VA College of the Holy Cross Worcester. Equity Capital Market Desk (1998-2001) • Acted as a Book Runner in listing Korean ADRs on the NYSE. • Prepared and communicated financial updates and fund performance with senior management and investors. Seoul. 1998 • President of Korean Student Association in the Worcester area. pair trading. Korea The investment advisory firm manages a $50 million of private fund. Fluent in English and Korean. facilitated investors' meeting with issuers' management. MA B. Charlottesville. • Developed financial models using Multi-factor Regression Analysis for trading. translating for National Director and leading volunteer groups at the construction site (2004-2005). • Provided trade ideas and executed for global Hyundai branches and client ADR arbitrage books. long/short equity and event driven strategy. New York. investing mainly in blue-chip stocks on the Korean Stock Exchange.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. . and planned global road show schedule as a part of Privatization team. Hyundai Securities (America). using ADR arbitrage. • Participated in projects to list a German medical equipment company on NASDAQ. • GMAT: 700. Team generated annualized return of 90%. Inc. • Created valuation models including DCF and Public Comparable Analysis to evaluate. in Economics. resulted in 15%~25% annualized return from ADR arbitrage and 10% from pair trading. May. select and manage the position in portfolios. Generalist. Regular weekend volunteer at Habitat for Humanity in Korea.virginia. ratio and trend analysis templates and other analytical tools to audit financial statements for private placement. Assistant Portfolio Manager • Conducted fundamental and technical analyses to generate long term investment ideas by communicating with senior portfolio managers and sell-side analysts. May. prepared marketing materials for private placements. VA 22901 • 434-466-2350 • ChoS08@darden.
Project Leader for JPMorganChase consulting projects New York.virginia.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. Darden Private Equity Network Charlottesville.Part of NASDAQ 100: CTSH 2003-2006 Teaneck.000 for Cognizant • Pitched business to management of JPMorganChase and drafted business proposals which generated revenues worth $1. VA 22903 • 201-696-5948 • ChopraS08@darden.4MM for “Institutional Trust Services” division to redesign software systems resulting in savings of $120. productivity and downside risks which boosted project profitability by 12% • Analyzed OFAC and AML operations of JPMorganChase by closely interacting with compliance group to develop complex software performance tests which boosted system performance by 50% Client Management • Managed simultaneously 8 projects worth $2. UK and Hong Kong which elevated JPMorganChase satisfaction scores from 70% to 92% • Hired.Team Leader for JPMorganChase consulting projects Geneva.000 and early compliance with federal regulations for JPMorganChase • Negotiated strategic software licensing agreements on behalf of Cognizant and JPMorganChase with external vendors which resulted in annual cost savings of $60. India • Developed software products using programming languages ( Java and C++) for banking clients • • Organized IT education initiatives in schools for underprivileged children in New York Captained Cognizant’s cricket and table tennis teams .000 • Drafted reference manuals (16) by analyzing business processes which expanded domain knowledge of private banking processes within Cognizant Software Programmer . India Bachelor of Engineering . trained and mentored 20 engineers under Cognizant’s continuous learning program Programmer Analyst . May 2000 • Merit scholarship holder.Cognizant Technology Solutions Calcutta. NY Leadership and Business Development • Led a 15 person Cognizant team to develop software systems for “Shared Technology and Operations “ division which resulted in annual operational cost savings of $140.2MM Financial and Business Process Analysis • Transformed financial concepts of business processes to technical specifications which enhanced process understanding within Cognizant’s team and increased team’s productivity from 64% to 83% • Evaluated Cognizant’s revenue structure for software projects and improved it by including resource utilization. VA National Institute of Technology Durgapur.000 for JPMorganChase • Innovated new practices for coordination between multicultural JPMorganChase teams in US. NJ 2002-2003 2000-2002 INTERESTS Associate . Switzerland Project Initiation and Analysis • Reengineered software systems within “Private Banking” division to better forecast fees of high net worth individuals which increased new feature count in software systems from 12 to 30 • Architected software systems which boosted software performance by 20% and resulted in cost savings of $85. Graduated in top 2% of the class • Won national level paper presentation contest held among top 20 colleges of India • Awarded the “Best Project Award” for a project on “Finite Element Analysis ” out of 1300 students • Recipient of the “Outstanding Mathematics Student” award out of 350 students EXPERIENCE Cognizant Technology Solutions Limited Leading IT services provider .000 for JPMorganChase • Published paper on technology strategy for OFAC (Office of Foreign Assets and Control) and AML (Anti Money Laundering ) operations of financial institutions which guided Cognizant’s strategy for such operations and generated new business worth $500. 2008 • Member of Finance Club.SUMEET CHOPRA 111 Harvest Drive • Charlottesville.Mechanical Engineering.
with $700+ million under management Principal (2005-2006). sum-of-the-parts. financial. CFO. attended board meetings. capital market. McIntire Young Alumni Council EXPERIENCE 2004-2006 Gladstone Management Corporation McLean. structured finance. and monitored financial and operating performance of two portfolio companies • Attended industry conferences with Managing Directors to market Gladstone’s funds • Trained five Associates/Analysts in financial modeling and investment management procedures Deal and Investment Experience • Underwrote 31 debt and equity transactions totaling $226 million in invested capital • Sourced. and community service . Apt. preferred stock. #31 • Charlottesville. private equity.Virginia. Associate (2004-2005) Management and Leadership • Promoted to Principal after 18 months – youngest Principal in company history • Coordinated relationships with CEO. VA Gladstone manages three alternative investment funds (mezzanine debt. VA University of Virginia Candidate for Master of Business Administration. and Finance Club • Mentor: Darden Undergraduate Mentor Program • GMAT: 700 McIntire School of Commerce Charlottesville. and common equity • Sensitized complex models for a range of valuation. and operating scenarios • Drafted memoranda and presented recommendations to internal investment committee 2002-2004 Citigroup Global Corporate & Investment Bank New York. evaluated. and bank transactions • Developed financial models to perform discounted cash flow. Darden Private Equity Network. Minor in Spanish • Varsity Men's Tennis: Co-Captain. VA University of Virginia Bachelor of Science in Commerce.JONATHAN CHOU 261 Colonnade Drive. and structured new investments for subordinated debt and private equity funds • Conducted business. capital structure. and commercial real estate). May 2008 • Member: Darden Capital Management. and private equity owners. recipient of Norton Pritchett Memorial and ACC Top VI Awards • Member: Student Athlete Mentor Program. VA 22903 • 917-579-4877 • ChouJ08@Darden.Edu EDUCATION Darden Graduate School of Business Administration Charlottesville. NY Analyst. Consumer & Healthcare Industry • Created pitch materials for $200 million to $6 billion M&A. golf. including senior and subordinated debt. and comparable company valuation analyses • Wrote internal memoranda to approve underwriting commitments and external offering memoranda for sell-side engagements • Designed and circulated quarterly tobacco litigation update and weekly corporate bond spread report for senior risk management PERSONAL • • Managed personal investment account since May 2005 Enjoy tennis. and industry due diligence to make investment recommendations Analytics • Added new features to and improved existing functions of template transaction model used to evaluate all investments. May 2002 • Concentrations in Finance & Marketing.
107 W. and in international negotiations regarding the treaties that govern these weapons. Defense Fellow (OSD Special Operations and Low-Intensity Conflict) • Developed policy options for OSD leadership regarding Special Operations Forces (SOF) strategic employment. October 2005 Office of the Secretary of Defense Award for Outstanding Achievement. NY NELSON V. • Student Government Senator (Fall 2001). May 2008 • Elected Honor Representative. • Developed and implemented legislative strategies. "Wish-Granter" for the Make-A-Wish Foundation. ERICKSON 2003-2004 2002-2003 2001-2002 AWARDS Secretary of Defense Medal for Exceptional Public Service. • Managed all communications activities (media and speeches) of the Under Secretary of Defense (Comptroller). and force structure. The Secretary of Defense ultimately approved these recommendations. DC Staff Assistant/Legislative Correspondent • Drafted constituent correspondence. which resulted in new DoD authorities to provide training and equipment to foreign counterterrorism forces. May 2001 • One of twelve students selected to study regional security issues at the United Nations.virginia. • Prepared senior-most defense officials to deliver messages on DoD spending and financial management before the President. . Water St. November 2004-March 2006 Office of the Secretary of Defense Award for Excellence. Political Science. DC Special Assistant to the Under Secretary of Defense (Comptroller and Chief Financial Officer) • Led Department of Defense (DoD) cross-functional teams in the development of strategic communication materials to support DoD budget requests in excess of $500 billion annually. • Club Memberships: Darden Private Equity Network. • Formulated policy recommendations and advised senior DoD officials on chemical and biological nonproliferation issues. Apt. National Security Council. Hamilton. 3 • Charlottesville. • Authored budget justification materials to support the largest funding increase in special operations history.edu EDUCATION DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville. Outreach (Community Service) Club. • Negotiated bilateral agreements with foreign governments with respect to national implementation of measures to prevent the proliferation of chemical and biological weapons. Assistant for Chemical and Biological Nonproliferation (OSD Negotiations Policy) • Represented the Secretary of Defense in interagency negotiations with the State Department. Provided research and other support on national security issues. July 2002-January 2003 PERSONAL • • • Government issued Top Secret/Sensitive Compartmentalized Information (TS/SCI) security clearance.S. Congress and the public. VA University of Virginia Candidate for Master of Business Administration. COLGATE UNIVERSITY Bachelor of Arts. • Researched innovative business processes in support of Defense Business Board (an independent advisory board to the Secretary of Defense) recommendations. EXPERIENCE 2002-2006 2004-2006 OFFICE OF THE SECRETARY OF DEFENSE (OSD) Washington. • Recommended funding and acquisition strategies for the creation of the first Marine Corps Special Operations Command. policy towards chemical and biological weapons proliferation. Volunteer spokesperson for the National Childhood Cancer Foundation and the Make-A-Wish Foundation. SENATE FOREIGN RELATIONS COMMITTEE Washington. and related agencies regarding U. Entrepreneurship and Venture Capital Club. VA 22902 • 571-218-0482 • EricksonN08@darden. coalition warfare. • Analyzed DoD financial trends and management practices in response to Secretary and Deputy Secretary of Defense questions.
Wakeboarding. Account Manager • Led three global cross-functional project teams of eight encompassing existing business worth $25. • Directed three global sales teams of three with primary focus on pricing.2000 Toastmaster's International. College of Engineering. • Recruited interns and new graduate hires at the University of Michigan.3MM annually. and presentation of individualized weekly reports to US and Asian customers resulting in 50% reduction of reported defects. Quality Engineer • Championed three cross-functional project teams of five focusing on product quality and design resulting in savings of $150K through execution of advanced statistical problem solving tools and presentation of recommended solutions to suppliers. December 1999 • Honors: Dean's List 1998.7K. Snowboarding 2002-2004 2000-2002 2001-2002 2000-2001 ADDITIONAL . • Taught European session of four-week advanced statistical problem solving and avoidance tools (Six Sigma and Shainin) to 21 students from eight countries. MI Premier tier one automotive supplier comprised of 31K employees and $8B annual sales. and internal management.7B annual sales. 1999 • Society of Women Engineers. customers. General Management Club. • Supported two Lean Manufacturing Kaizen Events resulting in improved productivity through implementation of 5S (workplace organization) and 50%+ reduction in change-over times. • Audited and presented recommendations of quality system to senior management at two manufacturing facilities in preparation for third party audits. National Association of Women MBAs.5MM and new programs worth $19. FALZON 1796 Sugar Maple Ct. VA University of Virginia Candidate for Master of Business Administration. MI One of the world’s largest private industrial corporations with 251K associates and $51. Institute of Industrial Engineers.JANICE L.2005-2006 Interests Include: Waterskiing. May 2008 • Consulting Club.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. • • • • • Six Sigma Black Belt (Advanced Statistical Problem Solving Certification) .virginia. Society of Professional Engineers EXPERIENCE 2002-2006 2004-2006 Robert Bosch Corporation Farmington Hills. Outdoor Club University of Michigan Ann Arbor.2004 Lead Quality Systems Auditor . collaboration of solutions with global manufacturing facilities. strategy. ArvinMeritor Inc. Treasurer . Quality Engineer • Facilitated product quality of six components through root cause analysis of product defects. Corporate Quality Engineer • Led two internal continuous improvement teams of five to reduce scrap and rework through execution of Six Sigma problem solving tools and presentation of recommended solutions to senior management resulting in savings of $125K. MI Bachelor of Science in Industrial & Operations Engineering. and coordination of customer responses resulting in acquisition of new business worth $774K annually. • Coached and audited eight associates on Lean Manufacturing five step (5S) workplace organization philosophy and guidelines resulting in 10%+ monthly improvement. • Coordinated process to contain defective product and executed 20% cost savings through outsourcing defect containment.2002 Shainin Journeyman (Advanced Statistical Problem Solving Certification) . VA 22903 • 248-794-3039 • falzonj08@darden. • Charlottesville. • Negotiated and presented price increase proposal for material costs to senior management and Japanese customer resulting in annual revenue increase of $65. Troy.
Duties included reporting on distressed debt accounts. Comparative Literature. and developing a new loan product 1999 United States Embassy in Madagascar Antananarivo Intern. played club lacrosse. accounting. Princeton-in-Asia.B. June 2000 • Granted Class of 1939. monitoring of plans. Europe and Latin America Office (2002-2004) • Prepared and presented acquisition and start-up proposals for senior management review • Coordinated on-site due diligence of one of the largest Mexican mortgage companies • Performed due diligence analysis to support financial modeling and valuation • Worked with regional CFO to develop a range of business strategies for AIG’s Poland and Argentina finance companies Management Associate – Credit & Marketing.JENARO CARDONA-FOX 202 Douglas Ave. Consumer Finance Group. Inc. and Princeton-in-France Fellowships • Captained varsity wrestling.virginia. active cancer research fundraiser SKILLS & ACTIVITIES . and compliance strategy • Led development and implementation of $500M audit automation software and $300M audit-based talent development program • Supported Director of Internal Risk Management in development of annual audit plans. New York Task Force Member – Enterprise Risk Management. developing and implementing a new loan approval system. Apt 2B • Charlottesville.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration May 2008 • Active member of Darden Private Equity Network • Selected for Consortium for Graduate Study and Management Fellowship • Selected Treasurer of Darden Triathlon Club Charlottesville Princeton University Princeton A. Researched and reported on Malagasy Legislature • • • • Training: AIG sponsored course work in financial statement analysis. and review and remediation of audit findings Project Coordinator – Finance. Bureau of Political Affairs (1999) • Served as Embassy liaison and translator for Special Forces training mission. and coached Princeton Day School lacrosse EXPERIENCE 2000-2006 AIG. Manager – Risk Analysis. credit and audit Languages: Fluent in Spanish and French Athletics: Active triathlete and marathon runner Service: Junior board member of the Repertorio Español. performed market research. Coordinated and wrote master product and procedures manual. Inc. risk management. developed advertising campaign and coordinated cross-selling effort with AIG-owned insurance company • Completed a one-year competitive fellowship sponsored by Princeton-in-Asia. Headquarter Office (2005-2006) • Nominated by AIG’s Chief Internal Control Officer to be on the three-member team that developed and coordinated AIG’s 2005 corporate Sarbanes-Oxley (SOX) compliance program • Managed team of three Ernst & Young consultants in implementation of SOX plan • Consolidated and analyzed AIG’s 2005 $850B balance sheet and $10. Headquarter Office (2004-2005) • Managed implementation of Consumer Finance Group’s new governance. VA 22902 • 917 239 3888 • cardona-foxj08@darden. Thailand Office (2000-2002) Bangkok • Supported the launch of a new credit card in the Thai market.5B income statement to ensure SOX coverage compliance • Presented results of AIG’s 2005 SOX coverage to lead PWC partner in preparation for AIG’s 10(k) filing AIG.
presented preliminary and detailed design reviews to program management team. • Member of Finance Club. closed $1M in sales in several transactions. Army and subcontractor engineers. A • Charlottesville. • Presented recommendations and execution updates to a start-up client’s senior management team. PA Integration Engineer • Analyzed and developed night vision sensors. VA 22901 • 434-825-7201 • GaoG08@darden. President of Lambda Phi Epsilon Fraternity. • Led the technical due-diligence of $3M test equipment procurement. successfully implemented Comanche $35M pilot display system in coordination with U. 2001-2004 2000-2001 ADDITIONAL FINANCE COURSEWORK University of Pennsylvania Wharton Evening School Finance and Accounting Certificate. Boeing Company Ridley Park. University of Illinois Bachelor of Science in Mechanical Engineering. Possess U. • Facilitated client information gathering sessions to develop appropriate technology solutions. • Received Service Recognition Award for excellent leadership and design of the Deepwater Program. Darden Capital Management and Private Equity Club. EXPERIENCE 2004-2006 Great Valley. PA System Engineer • Conceptualized automated processing strategy for US Coast Guard intelligence system as a part of $17B Deepwater Program. C-bridge Internet Solutions New York. Dec 2000 • Founder. Philadelphia. resulting in 50% saving in engineering hours. • Conducted in-depth analysis on the $225M nanotechnology industry for LM market entry strategy. PA Urbana. Penn State University Master of System Engineering.S. • Performed simulation modeling for maximum vessels screening capacity. Apt. managed the purchase.GEORGE GAO 2645 Hydraulic Rd. NY Technical Consultant • Created and executed hardware/software solutions for Fortune 1000 clients. • Designed software algorithm to improve helicopter pilot video imaging quality. IL Lockheed Martin Incorporated King of Prussia. • Completed degree while working full-time at Lockheed and Boeing. July 2004 • Graduated top 10% of class. Volunteered for Junior Achievement and Habitat for Humanity in Philadelphia region. and service support for the testing program. VA University of Virginia Candidate for Master of Business Administration. • Received Certificate of Recognition for outstanding effort and leadership in completion of Comanche test flight.S.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. May 2008. primarily for $300M online fashion and textile trading industry. • One of 11 participants in Darden Stock Pitch Competition. PA . installation. • Conducted market studies to identify client needs and solutions in emerging sectors. PERSONAL • • • • Language: Chinese – Mandarin (Native). resulting in two year $3M contract extension. government DOD Top Secret and SCI Clearance. August 2003 • Completed 4 courses in one summer while working full-time.virginia. Completed Real Estate Salesperson licensing exams.
FRANCE Research Assistant. IIT Delhi Member of IIT Basketball. The project improved client’s lead time by 33% which in turn increased Trilogy’s margin by 10% • Mentored under-performing consultants as career advisor and oversaw their development into successful consultants by devising individual development action plans Consultant (2002-2004) • Led a team of three junior consultants to deliver on client’s High End Server product offering. Virginia 22903 • 434 466 2346 • GuptaV08@darden. Computer Science & Engineering. responsibilities included conducting briefings and interviews. A significant portion of the plan was approved and is under implementation • Evaluated the proposed acquisition of Versata (a maker of business rule development software) for potential operations and product synergies • Evaluated the market opportunity for licensing of Trilogy’s IP and its strategic competitive implications. Adventure Sports and Traveling 2001 PERSONAL . Badminton. Summer Intern • Developed algorithm to speed up comparison calculation between geometric curves. amounting to $20K • Awarded “Best Coordinator” for Infrastructure & Operations management at Rendezvous (IIT-Delhi Cultural festival). and selecting candidates Institute National de Recherche Infomatique et Automatique Sophia Antipolis. Provided support.virginia.VAIBHAV GUPTA 146 Ivy drive. released a “Zero Bug” product. Sun Microsystems.1% among 110.000 applicants to IITs • Led Marketing efforts for Tryst’02 (IIT Delhi Technical Festival). This involved all aspects of project planning including resource allocation. May 2008 • Active in Darden Private Equity Network club and Finance club • GMAT: 730 Charlottesville. from a technical viewpoint. on Trilogy’s anchor product SB Wizard (Annual Revenue: $10MM). led a team of 60 through one week of activities EXPERIENCE 2002-2006 Trilogy Bangalore. Trainees achieved 100% qualification rate • Led India office Pre-Sales initiatives of Trilogy Configuration Business Unit (TCBU) Strategic Analysis/Business Development • Developed a strategic plan to counter the marketing and product innovation challenges facing TCBU and presented recommendations to the Executive team. Lucent. among 450 students at Jwalamukhi residence. Apt # 8 • Charlottesville.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. whilst working with enterprises like IBM. May 2002 • Ranked in Top 0. through the negotiation process Project & People Management • Managed a team of six consultants tasked with process improvement efforts. Squash and Cricket teams Other Interests: Real Estate. achieved a 50% year-on-year increase in sponsorship. Tech. and was recognized as “The most energetic and inspiring trainer”. VA Indian Institute of Technology (IIT) New Delhi. enabling client to launch a critical product on time in the market which in turn helped Trilogy retain a highly profitable account (Gross Annual Profit: $7MM) • Recognized as the premier consultant. programmed proof of concept and established a 10x improvement in calculation time over naïve approach • • • Distinguished as "Flame of Jwalamukhi" – highest honor at residence level – for demonstrated leadership and contribution to student life. INDIA B. SGI and NCR • Awarded “Trilogy Recruiting Star” for leading recruitment efforts in IIT campuses across India. cost accounting and prioritization of work. INDIA One of the largest privately owned Enterprise Technology Solutions firm serving Global 1000 companies Program Manager (2004-2006) Leadership • Led product delivery and client relationship on a $2MM customer account • Ranked consistently among Top 10% of consultant pool • Trained clients on Trilogy technologies through lectures and presentations.
S. Project Manager (2003-2004) • Negotiated contract with IT vendors for the division resulting in savings of $12MM in project costs. 1997-1999 AWARDS & CERTIFICATIONS • Received GE Leader’s Day Award in 2004 for outstanding contribution to productivity of the Spare Parts business (One of Ten recipients in Aircraft Engines Business with 17. • Evaluated the gross margins and Internal Rate of Return (IRR) for the implementation of an Enterprise Resource Planning (ERP) platform leading to a $9MM investment. India Associate Systems Engineer • Designed and developed an Account Receivables reporting IT process for a Healthcare client using Java Technology resulting in an 80% reduction in personnel hours.2MM productivity benefits and $4. VA Indore. . Kshema Technologies (Now an EDS company) Bangalore. June 1997 EXPERIENCE 2002-2006 Charlottesville. Program Manager (2004-2006) • Analyzed the Spare Parts business and implemented Information Technology (IT) solutions to deliver $8MM productivity benefits. Founded the Outdoor Club at GE – Bangalore and organized weekend excursions. • Managed and mentored a 15 member team to execute multiple projects. MA IT Consultant • Directed a team of 6 consultants to build and deploy the Customer Relationship Management (CRM) product for a client while remaining under budget. G. PERSONAL • • Played on the Indore University Cricket team from 1994 – 1997.SUSHANT HEGDE 2400 Arlington Blvd #1 • Charlottesville.virgina. Business Analyst (2002-2003) • Implemented a pricing model for small commercial engines resulting in $2MM working capital savings while reducing the customer turnaround time by 70%.1MM working capital benefits. helping senior management to hold plant managers accountable for the plant’s production. which resulted in $7. 1999-2001 Universal Software Corporation Chelmsford. VA 22903 • 434-825-8602 • Hegde08@darden. • Developed and presented the annual IT Strategy and Budget plan ($16MM) to the CIO.Finance Club and Darden Private Equity Network • GMAT Score: 710 (Q: 95% percentile) Shri. India GE Aircraft Engines – Spare Parts Division ($6Bn Revenues) Bangalore.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration May 2008 • Member . India Rated consistently as a top talent (top 20% firm-wide – highest rating) in performance reviews. 3 team members were promoted to Project Managers under my supervision. • Six Sigma Green Belt & Project Management Professional (PMP) Certified. • Tracked financial variances for the IT division and presented corrective measures to the Chief Information Officer (CIO) to redirect $750K of unspent money.000 employees) • Received the Management Award in 2003 (Highest Accolade in GE-India). • Designed and deployed a quantitative model to calculate monthly production targets for a manufacturing client. • Led a 13-member cross functional team across 11 global service shops to develop an integrated bill of materials (BOM) digitized solution. Institute of Technology and Science Bachelor of Engineer (Computer Engineering).
• December 22nd. May 2001 • GPA: 3.0. • Perform detailed valuation analyses using public comparables. Private Equity and Outdoor clubs University of Virginia Bachelor of Arts in Economics. • Experience across several capital-intensive industries. • July 14th.A. Dean’s List • Kappa Alpha Fraternity • Madison House. • January 5th. Inc.3/4. Bank of America Beverage Finance Atlanta. derivatives. squash. 2003-2004 2001-2003 PERSONAL • Interests include French. working capital and free cash flow. leveraged buyout and discounted cash flow approaches. • Draft offering memorandums. acquisition comparables. piano. 2006 – Completed $500 million Senior Notes Offering for Avon Products. Proceeds used for general corporate purposes. Selected Transactions • July 19. treasury management and syndications. GA Analyst • Prepared approvals for beverage wholesaler acquisitions. Proceeds used for Company share repurchase plans (up to $25 million of common stock) and capital structure improvements. 1910 Lewis Mountain Road • Charlottesville. . • Create company-specific presentations detailing industry and capital markets landscapes. NY Consumer & Retail Investment Banking Group Analyst General Responsibilities • Build pro forma financial models projecting operating performance. VA 22903 • (404) 229-7668 • jdh3h@virginia. Deal team partners included foreign exchange. 2006 – Provided advisory services and financing for Berkshire Partners $367 million acquisition of Vi-John Cumberland Swan. 2005 – Completed $400 million Senior Unsecured Notes Offering for Quiksilver.JOHN DAVIS HOUSER JR. 2005 – Sold Pacific Sales Kitchen and Bath Centers. May 2008 • Darden Student Mentor Program • Member of Entrepreneurship and Venture Capital. Finance. Inc. VA Banc of America Securities New York. tennis and golf. financing alternatives. responsible for the generation of new business among bank and non-bank clients. target acquisition candidates and select divestiture opportunities. reading. the largest private label producer of personal care products. a California home furnishings and appliances retailer. • July 25th. Inc. manage internal approvals and coordinate operational. financial and industry due diligence throughout deal process.edu EDUCATION Darden Graduate School of Business Administration Charlottesville.. astronomy. IL Analyst • Provided accounting. 2005 – Completed $110 million Convertible Notes Offering for CSK Auto. CA / Chicago. Inc.and tax-driven financings of medium-term capital for middle market companies. refinancings. Banc of America Leasing & Capital San Francisco. Big Brother Program EXPERIENCE 2004-2006 Charlottesville. to finance its acquisition of Skis Rossignol S. to Best Buy Company for $410 million. VA University of Virginia Candidate for Master of Business Administration. owner buyouts and warehouse expansions. capital structure.
CA • Analyst team named Up & Comer in Institutional Investor 2003 Equity Research Survey • Covered six U. Finance Club. EVA analysis.MATTHEW DAVIDSON JACKSON 2003-A Lewis Mountain Road • Charlottesville. NYSE. company marketing meetings with institutional investors. and quarterly earnings and subsector reports • Constructed and updated financial models with historical and projected earnings. major pharmaceutical companies • Researched and published weekly and monthly pharmaceutical prescription trend reports • Maintained financial and pharmaceutical product models with historical figures and projections • Surveyed physicians for insight into pharmaceutical development and clinical trials Fall 2000 Brisbane Broncos Rugby & Brisbane Bullets Basketball Organizations Brisbane. and SEC (Series 7. and healthcare IT companies • Provided investment recommendations to institutional investors with respect to valuation.virginia. and company and industry catalysts • Spearheaded comprehensive dental industry report detailing industry trends.S. June 2000 • Major: Accounting / Business Administration • Three-year letter-winner for NCAA Division III basketball team • Elected Secretary: Phi Delta Theta fraternity (1999-2000) Lexington. including drug and healthcare product distributors. May 2008 • Member: Darden Capital Management. Spain Spring 1999 • Studied Spanish language and culture for six weeks at international university EXPERIENCE 2001-2006 Banc of America Securities LLC Equity Research Associate (2003-2006) New York. weekly funds flow. and Darden Private Equity Network • GMAT: 730 Washington & Lee University Bachelor of Science Degree with Special Attainments in Commerce. and 87) Candidate for CFA Level 1 Basic proficiency in Spanish language Member: Ledson Wine Club (Sonoma Valley. and quarterly earnings review conference calls with senior management teams Equity Research Assistant (2001-2003) San Francisco. providing an overview of companies involved in dental equipment and consumable manufacturing and dental distribution. pharmacy benefit managers. VA Estudio Internacional Sampere Madrid / El Puerto de Santa Maria. CA) PERSONAL . projected financial performance. 86. 63.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. and discounted cash flow valuation • Participated in company and industry conferences. strategy. Australia Sales / Marketing • Developed marketing and promotional strategies targeted at expanding teams’ fan bases • Entertained potential sponsors at athletic events • Utilized statistical analysis to co-author teams’ media guides • • • • Registered representative with NASD. VA 22903 • (415) 377-0130 • JacksonM08@darden. clinical laboratories. and incorporating extensive transcripts from interviews conducted with industry CEOs • Researched and authored company initiation. NY • Primary Associate for analyst team that ranked second in 2005 and third in 2004 Institutional Investor All-America Equity Research Surveys • Covered 25+ pharmaceutical services companies. VA University of Virginia Candidate for Master of Business Administration.
Electrical Engineering.Accountants & Management Consultants. • Supported a private equity firm in a $1..5B consumer foods and services company.8 • Charlottesville. India B. Mahajan & Aibara . • Played a lead role in rationalizing the manufacturing and distribution network of a $4 billion building products manufacturer. UVa (2000-2002). provided senior management advice on operational improvement roadmap. Department of Electrical Engineering. • Member/Analyst at student-run hedge fund. UVa (1999-2002). May 2008 • Darden Capital Management. Mumbai India Trainee • Performed audit review of manufacturing plant expansion project (approx $10 M) of a PFY manufacturer on behalf of ICICI. identified over $5MM in annual operating cost reductions through reconfiguration of the network across 23 plants and 14 distribution centers in NA. • Conducted a detailed diagnosis of operations at a $1. conducted operational and financial analysis.NEIL KANSARI 262 Colonnade Dr. Universal Impex India Application Analyst • Conducted requirements analysis for an accounting & inventory management solution. • Conducted a competitor analysis project at a $4B division (Intel servers) of a major technology company. University of Virginia Charlottesville. May 2002 University of Mumbai (Bombay) Mumbai. • Led C-level management of a leading cymbal manufacturer through a strategic mfg. won several soccer championships in high-school & college. • Organize soccer games for FY Darden students. VA M.E.S. • Analyzed benchmarking data for PRTM’s Supply Chain book published by McGraw Hill.7B LBO in the aerospace industry. VA Candidate for Master of Business Administration. • Managed personal and family assets ($100K+) through equity market investments. – Chartered Accountants. • Designed several modules of a risk management solution based on EPA guidelines.virginia. Apt. . • Published a market commentary in India’s premier financial portal. a leading long-term lending and financial institution. Dec 1996 EXPERIENCE 2002-2006 PRTM (Strategy/Management Consulting Firm) Waltham. and distribution operational transformation. Darden Private Equity Network University of Virginia Charlottesville. Shah Gupta & Co. ACTIVITIES & OTHER EXPERIENCES • Recipient of Fellowship & Research Awards awarded by the SEAS. diagnosed the levers of competition by benchmarking key operational drivers and provided strategic recommendations to management. VA 22903 • 203-940-0183 • KansariN08@darden. • Coauthored two research papers in major microelectronics publications. McIntire Investment Institute.. Millennium Solutions. • Conducted financial audit at a major steel producer ($ 500 MM). 1999-2002 1997-1999 1996-1997 HONORS. led multi-functional teams to develop solutions that would enable on-time delivery of clinical drugs at global sites. VA Graduate Research Assistant • Conducted a technical & economic study of “Next Generation Lithography”. valuenotes.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Charlottesville.com (2002). a complex semiconductor process. MA Associate (post-MBA position) • Provided strategic advice to senior management at a $10B pharmaceutical client in improving its global clinical operations. • Collaborated with team members at a major Detroit automaker to develop a holistic approach to resource management. assessed financial cost-downs and analyzed the redesign of 1200+ FTE supply chain organization. Electronics Engineering.. collaborated with researchers from IBM and Bell Labs. Darden Finance Club.
0/4. Proposed new strategy to strengthen effectiveness of research results and to reduce R&D costs by 30% • Presented company strategy and plans to three large institutional investors for obtaining an additional $5 M funding to complete acquisition of Hansol Hightech: Resulted in listing in Korean stock market Instructor & Counselor. Korea Bachelor of Science in Biotechnology and Minor in Computer Science.DOYOON KIM 2004 Calvary Circle #204 • Charlottesville. VA Seoul.5 per centile nationwide) in Admission Exam. May 2008 • Member of Finance and Health Care Club • GMAT : 720 Yonsei University Master of Science in Biotechnology. February 2001 • Ranked #1 of 87 (99. Korea/Los Angeles. and snowboarding . February 2003 • GPA : 4. golf. CA Assistant Manager. skiing.virginia. and consult on new drug development through Acceryls software Research Scientist.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration.basketball. Research & Development Center (2001-2004) • Analyzed and modeled relationship between drug efficacy and molecular properties. Forecasted and proposed potential drugs with simulation results based on this statistical methods • Supervised developmental research team of 15 scientists to develop anti-cancer drugs in collaboration with Genomics Institute of the Novartis Research Foundation • Spearheaded projects totaling $35 M in development of new anti-cancer and anti-stroke drugs with the Ministry of Health and Welfare and the Ministry of Science and Technology • Developed and patented 30 novel candidate drugs targeting at least six different diseases • Proposed research plans and strategies for anti-cancer project with the Ministry of Health and Welfare. VA 22911 • 213-804-8202 • KimD08@darden. Life Science Department (2003-2005) • Instructed new drug development procedure in life science field in drug discovery education course to over 200 managers from 22 pharmaceutical company and research centers • Provided technical support for life science material as a counselor in Life Science Department at Accerlys Inc.0 • Merit-based scholarship recipient for two years Charlottesville. Seoul. Seoul. The data was used as an exemplary case entitled “The Importance of Logical Research Approach in Life Science” by Research Institute of Bioinformatics Molecular Design. Vietnam Equis Pharmaceutical.S. Korea International Garment Trading Company with $69 M in annual revenue Manager. Seoul. Inc. with one year Full-Scholarship • Merit-based scholarship recipient for two terms EXPERIENCE 2005-2006 Yaeyin Ltd. Korea Yonsei University Seoul. Strategic Planning Team (2005) • Evaluated market potential of new anti-cancer therapy in negotiation to establish an international branch in the U. and Czech Republic • Managed supply chain operation of garment factory with 320 employees in Hochimin. Korea 2001-2005 PERSONAL • • • Native fluency in Korean Founder and President of Seo-cho Squash Club and Rafting Club Enjoy outdoor activities .S. Overseas Trade Office • Negotiated $ 12 M trading contracts with eight buyers from U.
• Developed and presented architectural service pitches to potential clients resulting in 85% success rate and over 90% of top line revenue. May 2008 • Awarded Ernest and Patricia Wuliger Scholarship for academic and professional excellence • Member of Finance Club. Team Leader • Given increasing levels of responsibility to become team leader of 25 person comprehensive architectural and engineering team for $15MM. Greater Columbia Section. plumbing. • Built financial models linking building program to hard and soft costs pertinent for client planning. valued at over $22MM of construction. • Guided design effort for leasing of 350. 120. and institutional projects. • Led church forum presentations to communicate design proposal to membership resulting in 97% approval. 16 story high-rise with responsibility for usable and rentable gross area calculation and analysis.413. mechanical. SC Treasurer. and institutional projects. 2001-2002 • Awarded Franco-American Atelier Prize for best project in Parisian studio EXPERIENCE 2004-2006 Atlanta. Architecture Major. commercial.74 GPA. The Boudreaux Group. international travel . electrical. Project Manager • Recruited by former manager to build new architecture firm.500 member congregation.000 square foot. Inc. growing staff from two to nine employees and revenues from less than $100M to over $500M within two years of inception. educational. design and implementation of projects. SC Start-up regional full-service architectural design and master planning firm specializing in medium scale educational. • Chosen as South Carolina Delegate to AIA Grassroots Leadership and Legislative Conference. American Institute of Architects (AIA) Columbia. SC Regional full-service architectural design and master planning firm specializing in large scale religious. LLC Columbia. Urban History and Culture Studies. • Coordinated efforts of structural. Top 10% of class Ecole d'Architecture de Paris La Villette French Architecture. Quantified. civil and acoustic engineers ensuring schedule compliance and accurate documentation resulting in completion one month ahead of schedule and no contractor initiated change orders. • Managed multiple design projects concurrently. II 2401 Arlington Boulevard #64 • Charlottesville.virginia. VA University of Virginia Candidate for Master of Business Administration. Virginia 22903 • 803. GA Paris. SC 2002-2004 LEADERSHIP AND INVOLVEMENT Leadership Columbia Class of 2006 • Selected for leadership program focused on development of civic and community leaders. • Analyzed and collaborated with firm owner to forecast cash flows. • Collaborated with clients on acquisition. including management of hard and soft costs and phasing design consistent with cash flows. • Managed daily client interaction while leading building committee in the melding of programmatic and aesthetic church needs and desires achieving actual construction costs 5% less than client budget.ROBERT ARTHUR MADDOX. France Quackenbush Architects + Planners.edu EDUCATION Darden Graduate School of Business Administration Charlottesville.4765 • MaddoxR08@darden. Columbia. national park backpacking.000 square foot church complex. • Created and implemented information gathering process to gain input from 15 member building committee and 2. 2003-2006 • Created and oversaw annual budget exceeding $10M. analyzed and presented results. Columbia. annual firm budget and profit goals. OTHER • • Basic French language proficiency Interests: Modern architecture. Real Estate Club and Darden Private Equity Network Georgia Institute of Technology Bachelor of Science. May 2002 • Graduated with Highest Honor • 3.
1021 • MahoneyD08@darden. a 501(c)(3) charitable foundation Secretary and Trustee. high yield and leveraged loan transactions as a key team member • Developed actionable transaction ideas for private equity firms and their portfolio companies • Participated actively in analyst recruiting. Entrepreneurship & Venture Capital Club. NY Analyst – Financial Sponsors and Leveraged Finance • Executed M&A.823. June 2001 • President. VA 22901 • 434. PADI-certified SCUBA diver) Eagle Scout . including attorneys. financing and operating models • Led deal teams’ preparation of financial analyses and offering documents • Coordinated and conducted extensive due diligence activities • Transaction experience includes: sale of Poorman-Douglas Corporation ($115 million).B. bankers and accountants • Manage all financial tasks.crtllc. Psi Upsilon Fraternity. and public stock offerings (IPO and follow-on) Lehman Brothers. CT A venture capital investment and consulting firm (www. and Darden Private Equity Network • Elected Section Social Chair • Recipient.com) Partner • Organized and established firm in January 2005 with four partners • Negotiated and executed leveraged acquisition of The Bagel Basement. merger. William Wooding Sihler Scholarship • GMAT 720 Dartmouth College Hanover. Dartmouth Intercollegiate Ice Hockey Club. Griffin Senior Society EXPERIENCE 2005-Present Seven West Ventures LLC Riverside. NH A.sevenwestventures.virginia. The Argus Fund. Inc. Treasurer. Co-Founder.DANIEL PATRICK MAHONEY 2718 Lake Albemarle Road • Charlottesville. Robert & Evelyn Kaiser Education Fund NASD Registered Representative (Series 7 & 63) Avid outdoor sportsman (skier. General Management & Operations Club. May 2008 • Member.com) Associate and Principal – Investment and Merchant Banking • Executed M&A and financing transactions for mid-sized companies and their investors • Evaluated principal investment strategies and specific transactions • Developed complex leveraged buyout. golfer. VA University of Virginia Candidate for Master of Business Administration. start-up funding of Intrepid Pictures LLC ($80 million). – Investment Banking Division New York. financial reporting and taxes CRT Capital Group LLC Stamford. including capitalization. led 2002 analyst training module • Received offer of promotion to Third-Year Analyst in recognition of top performance 2003-2006 2001-2003 PERSONAL • • • • • Founder and Chairman. in Economics with minor in Government. a New Hampshire-based bakery with two retail stores • Source and review potential acquisitions and projects • Engage and coordinate third-party professionals. liquidity. CT An institutional securities firm focused on the hedge fund community (www.edu EDUCATION Darden Graduate School of Business Administration Charlottesville.
May 2001 • Minor: Electrical Engineering • Volunteer for big brother program at Madison House EXPERIENCE 2006 Capital One Strategy Mclean.virginia. create pitch books and presented results to SVPs of strategy and corporate development • Evaluated the options for banking in Capital One’s future corporate strategy and presented the deck to the SVP of strategy. VA Charlottesville. given to the top 1% of associates • • • Volunteered to teach financial education for Capital One’s community service program Manager / player for competitive softball team which finished 4th in Virginia state tournament Member of the University of Virginia Beta Theta Pi Alumni Association Board of Directors Charlottesville. VA Business Analyst • Analyzed the risk impact of customer attrition and retention.MICHAEL JOSEPH MARINO 216 14th St Apt 102 • Charlottesville. the first such analysis to successfully quantify the value of retention resulting in a redeployment of resources toward account management • Quantified incremental risk and balance impact associated with offering higher credit lines to potential customers and designed a ‘highest in wallet’ test to further assess the value • Conducted risk splitting analyses and designed tests resulting in annual revenue gains of $50MM Data Analyst • Led team of 5 on a project that revamped the risk-response framework for upmarket accounts that had been the cornerstone of Capital One’s business for 10 years • Managed 3 associates during the mid-market expansion project. Finance Club.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. Private Equity Network • Awarded Henry Clay Hofheimer II Fellowship • GMAT: 770 University of Virginia Bachelor of Science. VA 22903 • 434.4046 • MarinoM08@darden. VA Business Manager / Consultant • Quantified synergies and growth opportunities for $13 BN NorthFork bank acquisition • Created growth opportunity section of the NorthFork bank acquisition board approval and investor relation decks • Managed two analysts on a post-acquisition project with NorthFork to develop future growth strategy of combined entity • Drove bank real estate department heads to evaluate future market opportunities for NorthFork and Hibernia de novo bank branches and develop a site-selection regression model • Worked directly with CEO and SVP of strategy to craft the annual board strategy deck • Presented numerous strategy decks to CEO and executive management Associate Consultant • Built the branch bank economic model for Hibernia and NorthFork de novo banks • Led post-merger consulting project with Hibernia’s senior management team to develop future growth strategy and presented action plan to CEO and executive management • Valued the synergies of the Hibernia acquisition and created a bank target synergy model • Appointed to the role of lead strategy consultant during the $5 BN Hibernia bank acquisition • Worked in an investment banking role to evaluate potential bank acquisition targets. resulting in the decision to acquire a bank Capital One Financial Corporation Mclean. VA 2004-2005 2002-2004 2002-2004 PERSONAL . Computer Science. which resulted in Capital One’s first successful mid-market roll-out product • Won two Circle of Excellence awards.825. May 2008 • Member of Consulting Club.
• Offshore Tool and Energy Corp.0 EXPERIENCE 2004-2006 Charlottesville. participated in legal documentation. VA University of Virginia Candidate for Master of Business Administration. University of Virginia Bachelor of Commerce.: $195 million sale of four divisions out of Chapter 11 bankruptcy.: $32. Inc. • Duty Free Americas.JOHN DAVID MASSENGILL 1910 Lewis Mountain Road • Charlottesville.: Rendered a fairness opinion to common stockholders. VA American Capital Strategies New York. conducting client due diligence. Inc. GA Analyst General Responsibilities: • Primary responsibilities included building financial models. May 2001 • Overall GPA: 3.5 million debt financing in support of Trivest Partner’s buyout of a $100 million revenue design and engineering firm. tennis. 2001-2004 PERSONAL .Virginia. and strategic initiatives for eight portfolio companies. • Schoor DePalma. running and traveling. and Entrepreneurship & Venture Capital Clubs. • Portfolio Management Experience: Participated in quarterly board meetings.: $30 million equity and debt investment in American Capital’s buyout of a $20 million revenue manufacturer of pipe-to-manhole connectors and sanitary and storm-sewer pipeline system rehab products. • Seroyal International. managing junior analysts. presented new potential deals to investment committee members. assisted chief financial officers in monthly reporting requirements. recapitalizations. • Reviewed nearly 100 transactions and submitted proposals to invest in more than 30 businesses. • Deal Execution Experience: Evaluated potential transactions. • NPC. performing comparable company and transaction valuation analyses. NY Associate General Responsibilities: • Member of a team of 15 investment professionals investing $10 million to $300 million in equity. two sponsored buyout financings (provided mezzanine and senior debt in support of other private equity firms’ buyouts). water and snow skiing. mezzanine and senior debt in teams of 3 to 4 investment professionals. managed due diligence processes. May 2008 • Member of Darden Private Equity.: Refinanced and negotiated the settlement of $115 million of unsecured bonds. and supported senior professionals during all phases of sourcing and execution. • Interests include golf. and evaluated potential add-on acquisitions. Selected Closed Transactions: • Ranpak Corporation: $284 million equity and debt investment in American Capital’s buyout of a $120 million revenue paper packaging supplier with operations in North America and Europe.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. • Closed three American Capital buyout transactions. This was the largest investment in American Capital’s history at closing. drafting information memoranda and presentations.: $33 million debt financing in support of Bruckmann Rosser & Sherrill’s buyout of a $20 million revenue marketer and distributor of nutritional supplements and naturopathic medicines. • Safemark Systems: $31 million equity and debt investment in American Capital’s buyout of a $12 million revenue supplier of in-room safes for the hospitality industry. drafted deal memoranda. Inc.6/4. Houlihan Lokey Howard & Zukin Atlanta. Inc. and two portfolio company recapitalizations. Inc. VA 22903 • 917-817-8701 • MassengillJ08@Darden. sales. Finance. built financial models. Selected Closed Transactions: • Friede Goldman Halter. and researching various industries.
user interface improvements. Jackson. StreetAccount LLC Jackson. portfolio managers. Managed sales. valuations. and information sourcing. VA Brunswick. May 2002 • Captain Men’s Lacrosse Team. Two-time All-American EXPERIENCE 2006 Charlottesville. accounting. Operations • Hired. and continue reading and writing on a daily basis. Buy side market expansions increased revenue 25%. clients. ME Montagu Newhall Associates Baltimore. Darden Private Equity Network Bowdoin College Bachelor of Arts in English. Market Expansion • Created new components and web pages for the site aimed to penetrate the buy-side market. contracts. and market data personnel on all issues including technology. Worked with traders. and managed both sales and product employees in an extremely time sensitive environment. MD Leading Venture Capital Fund of Funds Analyst Team • Composed PPM to launch new CrossOver fund and capital campaign. WY Premier global fly-fishing outfitter General Manager Operations • Established international relationships to increase global product offerings. WorldCast Anglers Ltd. and company earnings previews. innovative technology monitoring solutions. Created competitive efficiencies by performing proccess analysis and delegating responsibilities. guides. contracts. and further site improvements. Information Systems Consulting Denver. Partnered with Cisco network engineers to introduce AVVID technology and implement economical VoIP solutions to rural areas of the state.BRIAN W. analysts. VA 22903 • 307-690-5993 • matthewsb08@darden. Conducted meetings between the General Partners and top potential investments. 2004-2006 2003-2004 2002-2003 PERSONAL . Deal evaluations included detailed financial modeling. These improvements generated new users and daily recognition from the existing customer base. trained. MATTHEWS 1895 Westview Road • Charlottesville. Sales and Technology • Managed large sell-side accounts on Wall Street for vertical market integration.virginia. WY Startup Company offering web-based real time market intelligence for institutional investors Entrepreneur Product Development. May 2008 • Entrepreneur and Venture Capital Club. Exceeded 150% y/o/y revenue growth. Screened fund and direct coinvestment opportunities for the allocation of $300 million. Communication Skills • Avid reader and writer both professionally and personally. baseball analysis. and industry calls. Advised management on CRM tools. Contributions included proprietary street-estimate modeling. Wrote for several publications in the past. CO Value Added Reseller of Enterprise Technology/Network Solutions Account Manager • Designed and sold customized information technology solutions to public entities in Colorado.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. human recourse decisions. and trip logistics on a daily basis.
and mutual fund seminars. • Presented investment recommendations and analyses with Managing Directors and Vice Presidents to MCG’s senior management team and the Board of Directors. • Maintained MCG portfolio companies’ compliance files and conducted quarterly reviews. VA Mid-market debt and equity principal investor primarily specializing in high yield debt within the Media.2006 Charlottesville. DC Financial Consultant Intern • Recommended investment decisions for clients.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. which has a circulation of 3. • Led training modules on financial modeling for new hires. Sponsorship & Underwriting Analyst • Performed quantitative and qualitative analysis on 85 transactions valued over $11. DC MCG Capital Corporation Arlington. Salomon Smith Barney Washington. Technology. • Conducted due diligence onsite visits. May 2003 • GPA: 3. public markets. funds. and Telecommunications industries. Cum laude • Double major in Finance and Management Technology EXPERIENCE 2003 . • Underwrote 16 funded transactions originated by MCG or private equity sponsors totaling $319MM in both debt and equity.virginia. Projected company’s future performance and advised management of required adjustments to avoid potential defaults. VA Washington. performed asset allocation/risk analysis and proposed appropriate investments. apparel. • Researched new industries to preserve underwriting standards as MCG diversified its portfolio beyond its core knowledge. mentored new hires through underwriting procedures. • Researched stocks. . software.2003 PERSONAL • • • Darden Mentoring Program . performed management interviews. publishing. determined valuations (DCF. Targeted industries included: cable. broadcast TV. Virginia 22903 • (202) 257-0030 • firstname.lastname@example.org. of which MCG proposed funding $775MM in debt and $50MM in equity. 2002 .000 companies. • Authored two articles for MCG’s 12/03 and 5/05 “Transactions” newsletters. May 2008 • Darden Finance Club • Darden Private Equity Network Georgetown University. MCG Capital and Congressional League softball team member (’04-’05). telecommunications. M&A) and reviewed industry regulations for proposed transactions. and education.counsel a UVA junior on academic and professional concerns. created detailed financial models. SEC filings. radio. and companies through third party research.KEITH THOMAS MAZZA 319 Harvest Drive • Charlottesville. McDonough School of Business Bachelor of Science in Business Administration.5B. • Analyzed primary and secondary syndicated loan market daily. Ultimately underwrote $180MM of a $390MM CLO within a one-year timeframe. Georgetown Club Ice Hockey Team (’99-’02): Division III Club National Tournament participant. with intent to purchase a $5MM $10MM position as a member of MCG’s first diversified Collateralized Loan Obligation (CLO) Team.
CA Senior Investment Banking Analyst New York.0 billion initial global offering for KKR PEI LLC. a portfolio company of Thomas H.0 million acquisition financing for J.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. Texas Pacific Group and DLJ Merchant Banking • $5. VA University of Virginia Candidate for Master of Business Administration. a permanent capital vehicle for Kohlberg. CA 2005 Senior Project Manager. Lee Partners Banc of America Securities. Brady Therapeutic Riding Program San Francisco. Lee Partners • Transaction development coverage of Metro Goldwyn Mayer. Leveraged Finance Group Charlotte.6 billion acquisition financing for Fresenius Medical Care AG’s purchase of Renal Care Group • $475.2 billion refinancing of existing debt concurrent with Fisher Scientific International’s acquisition of Apogent Technologies • $600. Virginia 22903 • (229) 881-6155 • McAfeeM08@darden.0 billion leveraged buyout of Hawkeye Renewables by Thomas H.. Huber’s purchase of CP Kelco ApS Lexington. Inc. and traditional African literature ..virginia. Financial Sponsors Group San Francisco. Kathekon Alumni Association. a portfolio company of Providence Equity Partners. Finance Club. NY • Partnered with senior officers to advise private equity clients and their portfolio companies on leveraged buyouts as well as equity offering transactions and advisory mandates • Constructed financial models and detailed offering documentation in connection with capital markets transactions and acquisition advisory assignments for various financial sponsors • Managed key project deliverables through due diligence and internal underwriting approval processes • Assisted group’s idea generation leaders in developing potential transaction opportunities within the financial sponsor space Transactions include: • $1. recapitalizations and restructurings • Prepared deal marketing materials including offering memoranda and investor presentations • Served as key point of contact for both investor queries and client questions throughout active transactions Transactions include: • $4. Roberts and Company • $200 million bridge financing package for Nortek. Washington and Lee University 2001-2003 Interests include hunter/equitation riding.0 million acquisition financing for Renal Care Group’s purchase of National Nephrology Associates • $1. James S. General Management / Operations Club Washington and Lee University Bachelor of Science with Special Attainments in Commerce. May 2008 • Darden Private Equity Network. Inc. Washington and Lee University 2001-2003 President. snowboarding. W&L Student Consulting.MARC HALEY MCAFEE 1605 Oakleaf Lane • Charlottesville.M. June 2003 • Major in Business Administration • Dean's List and Honor Roll Designations EXPERIENCE 2005-2006 Banc of America Securities LLC. VA 2003-2005 PERSONAL • • • • Volunteer. polo. Kravis. NC Investment Banking Analyst • Served in full analyst capacity on deal teams specializing in executing leveraged loan and “one stop” leveraged loan/high yield bond transactions in league table-leading product group • Constructed detailed cash flow projection models for various types of transactions including acquisition financings.
recommended damages estimate presented to World Bank’s International Centre for Settlement of Investment Disputes. • Led analyst team in $25. VA 22903 • 303. Charlottesville. • Constructed and analyzed production cost and pricing models and recommended new price points for power to the energy commissioners of the Republic of Ireland and Northern Ireland. and prepare cross examination of opposing experts. case heard in Federal District Court and likely to be heard by the US Supreme Court. • Awarded 1998 Capstone Award.JOHN ROBERT MCCANN JR. May 2000 • Four-year NCAA scholarship oarsman – Men’s Varsity Crew.virginia. Finance. • Performed energy market price and demand forecasts implemented to client operational strategies.9MM arbitration. • Active member of Darden Energy.2006 NERA Economic Consulting. providing US energy markets forecasts and asset valuations. • Directed design and implementation of software emissions model which incorporated legal strategy. Earned promotion to Senior Analyst (2006) Projects Included: Ireland All Island Electric Market Design • Earned Senior Analyst role on NERA project team in Dublin. PERSONAL Boulder Triathlon Club • Won 2003 Club National Championship. federal legislation.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. CO An international firm specializing in economic policy. • Collaborated with international economists. write and edit expert testimony. and Consulting Clubs.2004 AcuPower (formerly e-Acumen).0810 • McCannJ08@darden.717. CO Energy consulting and advisory services firm. and historical and forecasted data. • Authored PowerView Market Reports – quarterly regional market study of the US power industry. • Active leader of Try-A-Tri beginner triathlon program. disputes and acquisition advisory services for power generation and fuels. • Invited to and competed at Ride for the Roses. finished top 10 nationally all four years. Concentration in Marketing. $500MM Damages Arbitration vs. Analyst (2004 – 2005).2B Turkish coal-fired power plant. Global Energy Practice Boulder. Nominated a Boston University Student Ambassador. Lance Armstrong Foundation • Honored with White Jersey status for excellence in cancer research fundraising. calculated damages used at trial for an asset in the PJM market. Private Equity. $10B Clean Air Act Litigation Support • Established ten-person modeling team responsible for measuring compliance with the Clean Air Act. Consultant • Developed and utilized asset valuation models to place over $500MM of energy debt and recommend bid prices for successfully financed projects. Foundation’s Annual Race and Gala. client officers and senior counsel to form overall defense strategy. MA Bachelor of Science in Business Administration. May 2008 • Elected Section Admissions Representative. analyzed model output to craft expert testimony. senior counsel and client officers to formulate overall case legal strategy. The Energy Practice is a leader in valuation. EXPERIENCE 2004 . Ireland. Asset Valuation Practice Boulder. VA Boston University Boston. . • Partnered with international economists and other global consulting firms to design spark spread models and load duration curves to simulate system prices and rates. 106 Ivy Drive #9 • Charlottesville. Republic of Turkey • Calculated lost profits and fair market value of $1. 2001 . • Interacted independently with senior economists. acted as on-site liaison on project designed to increase efficiency and reduce costs in newly-unified Irish electric generating system. analysis and expert testimony.
reviewed development proposals and performed weekly field inspections to ensure consistency between approved and actual construction. independent films. CA Bachelor of Science. all of which were approved and constructed in the City of Fontana. December 2001 • Recipient. City of Fontana--Community Development Department Fontana. . analyzed real estate market trends. CA Assistant Planner/Planning Consultant • Responsible for managing cases and completed architectural review for approximately 10-15 clients simultaneously.. VA 22903 ● 434-825-5043 ● McLemoreM08@darden. Discover Darden Diversity Recruiting Weekend • Member. ranging from private homeowners to nationwide real estate developers. • Researched and evaluated the environmental impacts of proposed developments. American Planning Association Academic Scholarship. CA Community Planner/Consultant. • Analyzed and presented findings and recommendations for over 1. • Responsible for keeping residents up to date on current development proposals in their neighborhoods. • Developed planning analysis that was published in the City of Long Beach's 10-year Strategic Plan to End Homelessness. all of which were approved by Planning Commission.250 single family residences. • Launched a monthly planning newsletter for the Southeast Planning Area that was distributed to over 75. and travel . SCORE! Academic Learning Center • Enjoy playing violin. Long Beach. and three commercial shopping centers at Planning Commission hearings. City of Carson--Development Services Division Carson. organized and facilitated 8 quarterly workshops to report to groups of 50-100 people per session. (2000) • Lead Mentor. Urban Collaborative Leadership Program. one industrial park. (1999-2001) • Chapter President. yoga. and co-wrote two ordinance amendments that were adopted by Planning Commission and City Council. May 2008 • Recipient. and wrote 20-25 environmental reports as required by the California Environmental Quality Act (CEQA). CA 2003-2004 2001-2002 ADDITIONAL INFORMATION • 2005-2006 Mathematics Instructor.virginia. South East Planning Area • Compiled statistical data.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. increased participants in South East Planning Area by 10%. Darden Foundation full merit scholarship • Member. Consortium for Graduate Study in Management • Co-Chair. Inc. which sets development guidelines for the entire city of Long Beach. Alpha Kappa Alpha Sorority. • Led neighborhood outreach for the City of Long Beach in the South East Planning Area to increase public participation in updating the General Plan. Consulting Club Charlottesville. CA Planning Counter Technician • Consulted clients.MERCEDES DIANE MCLEMORE 1040 Tupelo Court● Charlottesville. VA California State Polytechnic University Pomona.000 Long Beach residents and business owners to keep them up to date about upcoming development in their neighborhood. Urban and Regional Planning. Sigma Rho Chapter (2000-2001) EXPERIENCE 2004-2006 City of Long Beach-Planning and Building Division Long Beach. • Managed document retention and reformatted all department forms for more efficient counter operation and entitlement processing.
• Interacted with senior management in monitoring Company’s portfolio exposure to various industry sectors and property types and in tracking WRIT’s financial performance versus the Company’s competitors in the REIT market. FL Investment Banking Analyst – Consumer Group and Mergers & Acquisitions Group • Senior analyst under five investment bankers in consumer strategic business unit focusing on restaurants. • Advised 170-unit McAlister’s Deli in its sale to private equity sponsor Roark Capital as a member of two-person transaction team. John Carroll Scholars Program and Scholarship. • Earned Investment Banking department’s Michael C. VA McDonough School of Business Washington. due diligence coordination.virginia. Three Years).C. Inc. and assisted in negotiation of the merger agreement. and leisure/entertainment companies.00 • Activities: Georgetown Men’s Lacrosse Club (President. May 2008 • Activities: Finance Club. Inductee into Beta Gamma Sigma business honor society EXPERIENCE 2003 . Georgetown University Investment Fund. • Participated in three completed M&A sale transactions and in three incomplete M&A sale processes.2006 Raymond James & Associates. airlines. retailers. Participated in 11 completed public offerings and five completed private placements. VA 22903 • 202-415-4021 • milese08@darden.EUGENE PATRICK MILES 319 Harvest Drive • Charlottesville. and terms of purchase agreement. researched prospective buyers. Magna Cum Laude. Washington Real Estate Investment Trust (WRIT) Washington. due diligence and the preparation of requisite documentation for internal committee approval. and composed requisite internal documentation and accompanying selling memoranda for public and private debt and equity offerings. St. • • Big Brothers Big Sisters of Tampa Bay (“Big Brother” to seven-year old child of a single parent home) Teacher of business and economic principles at Academy Prep. facilitated due diligence. crafted client specific pitches. Presented full valuation and leveraged buyout analysis to McAlister’s board.C. Schools Tutoring Program. Petersburg. • Advised $400 million building product supplier in its sale to Home Depot. Developed information memorandum. Analyst (Intern) • Assisted acquisition department throughout acquisition process including the screening and valuation of potential property investments.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration.C. furnishings manufacturers. and assisted in closing. Inc. a community-sponsored school for promising students from low-income families 2002 . Sole analyst involved in the preparation of information memorandum. evaluated offers. coordinated due diligence during highly competitive auction. D. Habitat for Humanity • Achievements: One of ten freshman Business School students invited into University’s John Carroll Scholars Program (Four-year scholarship). performed financial and corporate due diligence. and evaluation of deal valuation. • Created financial models. developed information memorandum and requisite cash flow models. May 2003 • Finance and International Business (Double Major). deal structure. Cherry Memorial Award and partial graduate school scholarship in recognition and appreciation of performance as a first-year investment banking analyst. GPA:3.2003 PERSONAL . Darden Private Equity Network Charlottesville. • Appointed head of analyst training and coordinated four-week training program for incoming investment banking analysts. • Advised low-fare leisure airline Allegiant Air in a $40 million private equity placement as a member of three-person transaction team. D.81/4. identified prospective investors. D. Georgetown University Bachelor of Science in Business Administration.
virginia. with focus on antitrust implications • Analyzed market structure. and biking . and fielded questions from investors and prospective investors 2002-2003 Investor Responsibility Research Center Washington. MURPHY 1505A Rugby Avenue • Charlottesville. golf. and supervised report production of three interns Foley & Lardner Washington. VA Bachelor of Arts in Economics. Finance Club University of Virginia Charlottesville. VA University of Virginia Candidate for Master of Business Administration. technology and financial services • Drafted summary reports of issues pertaining to deal completion risk for 15 hedge fund clients and responded to client inquiries for additional information 2000-2001 PERSONAL • Interests include barbeque cooking. including accounting functions. VA 22903 • (571) 334-1480 • murphyc08@darden. competitor concentration and barriers to entry in numerous industries including manufacturing. May 2008 • GMAT: 700 • Member of Business Technology Club.CONOR C. DC Hedge fund consulting practice within a national law firm Economic Analyst • Evaluated regulatory impediments to the completion of over 30 public company mergers and acquisitions. DC Venture capital fund of funds investing in technology and healthcare with $260MM under management Investment Analyst Financial and Analytical • Performed comprehensive quarterly review of portfolio investments and fund performance • Compiled quarterly financial statements in conjunction with outside accountants and prepared performance report for investors • Conducted due diligence on ten investments totaling $63MM in committed capital • Designed and built database to track and analyze performance of over 500 privately-held companies in the portfolio Leadership and Business Operations • Managed all daily operations of the firm. companies • Prepared detailed reports for institutional investor clients on proposals subject to shareholder vote • Trained 15 interns on corporate governance principles and report writing methodology. Darden Private Equity Network. IT infrastructure. market definition.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. skiing. DC Corporate governance research firm providing analytical reports and studies to institutional investors Research Analyst • Researched corporate governance issues affecting public U. coordinated all communications with investors. banking and cash management.S.Spring 2000 • Worked part time (20 hours per week) in addition to maintaining full course load EXPERIENCE 2003-2006 Accolade Partners Washington. May 2000 • Dean's List: Fall 1998 . regulatory filings and legal issues • Developed marketing materials and made formal presentations to prospective investors in support of successful $150MM fundraising endeavor • Served as primary investor relations point of contact. maintained account records of investor contributions and distributions. consumer products.
bonds and mutual funds and their impact on client portfolios based on diverse investment policies and risk tolerances. presented to incoming freshmen three to four times a year. basketball. from 2003 through 2005. • Organized layout of and assisted project manager in planning “Resource Ohio". wood working.MICHAEL J. China. Ohio University Men's Crew Team. • Retained 98% of client relationships annually. • Created monthly speaker series for clients featuring regional financial experts. MUSSIO 109 Shasta Court • Charlottesville. 2001-2004 • Enjoy golf. changes in the economic environment. the State of Ohio's guide for business incentive programs. Virginia 22903 • (301) 213-7843 • MussioM08@darden. • Initiated an extended learning group within associate class.000 small businesses. increasing annualized referred assets fivefold over a two year period. resulting in increased assets under management and fee based revenue. Virginia University of Virginia Candidate for Master of Business Administration. SUMMER 1999 ADDITIONAL QUALIFICATIONS • Certified Financial Planner®. Communication • Consulted with high net worth clients and small businesses daily through various communication channels. distributed to over 2. Learned to tailor discussions based on client knowledge level. • Supported the International Trade Division in planning a month long visit from a political delegation representing one of Ohio's sister-states. The Ohio Department of Development Columbus. planned and designed course review sessions for peers Ohio University Bachelor of Business Administration. • Cultivated and maintained strong internal and external relationships with other financial service professionals. Marketing.000 visitors attending the exhibit. May 2008 • Member: Finance Club. managing personal investments . • Analyzed and recommended customized investment and banking products and services to clients. Leadership • Ranked in the top 10% among national peer group. December 2002 • Series 7 and 66 Licensed PERSONAL • Volunteered as a Montgomery County High School Guest Speaker through Achievement Counts. • Coordinated quarterly client reviews to articulate portfolio progress. Topics varied from researching stocks to planning for retirement. Event resulted in over 18.virginia. Designed to provide investor education. June 2000 • Majors: Finance. and experience. Maryland Financial Consultant Business Development • Developed practice consisting of 370 households. May 2005 • Accredited Asset Management Specialist.2MM in annual revenue. Hubei Province. Darden Capital Management.2000 EXPERIENCE 2000-2006 Athens. and subsequent tactical asset allocation adjustments. Ohio Marketing/Special Projects Intern • Spearheaded and organized the Governor's exhibit for the 1999 Ohio State Fair.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. Analysis • Researched stocks. 1998 . $340MM in assets. Organized monthly conference calls with industry experts to assist in the further market and company education of colleagues. • Presented quarterly investor education seminars to clients. Ohio Charles Schwab & Company Gaithersburg. Business Pre-Law • Elected: President and Captain. • Forecasted retirement and education funding analysis for clients to identify strengths and weaknesses in their financial plans. Darden Private Equity Network • Elected: Section Review Coordinator. and $1. interest.
football and soccer. Volunteered for several Special Olympics. unit strength numbers. • Active member of Darden Finance Club and Military Association. • Personally led over 50 combat patrols through Baghdad on Airport Blvd. TX Battery Executive Officer (2004-2004.C. Iraq Leadership and Analysis • Served as the commander of a 105 man unit in Baghdad leading up to the Iraqi elections. 2-time All Conference award winner. • Mentored. • Created a new system used to track soldier readiness. May 2008 • Awarded Consortium for Graduate Study in Management Fellowship receiving a full scholarship.man human resources management team providing support for a 600-man unit. security. supplies and logistics for the security mission for our sector in Baghdad during the Iraqi elections. 8 months) Baghdad. • 3-Year letterman and team leading scorer in soccer. developed and trained 22 soldiers into a cohesive unit capable of deploying and providing rocket and missile artillery fires for the division. • Asset Management in excess of 100 million dollars. • As Equal Opportunity officer decrease EO incidents 25% in the unit by implementing strict training plan. Enjoy basketball.virgini. Member of Darden Soccer Team. with the mission of guarding the entire Capital Region from any air attack. Implemented plan resulted 0 insurgent attacks in eight mile our sector during election. resulted in a 93% success rate for the units evaluation based on Department of the Army statistics. VA United States Military Academy (West Point) West Point. • One of five elected Section Representatives for the Darden MBA Class of 2008 (340 person class). AWARDS / PERSONAL • • • • Bronze Star Medal – for valorous service in combat during Operation Iraqi Freedom. Black Business Student Forum. Battalion Operations Officer (2004-2005) Baghdad. best record in Baghdad. Killeen. OBASEKI 202 Douglas Ave Suite 3F • Charlottesville.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. NY B. • Led 25. Iraq (Largest motorized combat unit in Baghdad during US Occupation) Analysis • • • • Developed plan addressing counter-terrorism operations. Successful election. increase equipment utilization 50% with maintenance program Platoon Leader (2001-2004) Group Leader Leadership and Management • Managed assets valued in excess of 25 million dollars. Increased the units personnel strength readiness by 20% Leadership • Rated as the #1 officer out 40 fellow captains and lieutenants in 2006 annual review. EXPERIENCE 2001-2006 United States Army Army Officer Battalion Adjutant (2005-2006) Human Resources Officer Strategic Planning / Analysis • Analyzed and recreated the units annual and semi-annual evaluation process.S Armed Forces Certified Master Fitness Trainer. Gave direct orders to units based on quick analysis with limited time and resources. most dangerous terrain in Iraqi.S. VA 22902 • (512) 913-8846 • ObasekiT08@darden. Youth soccer coach. Charlottesville. • Selected ahead of peers based on superior evaluations to serve as the officer in charge of Air Defenses site in Washington D. Meritorious Service Medal – second highest peace time award given in the U. Served as the command and control of daily combat operations for a 650 soldier unit during operations in Iraq. June 2001 • Commander of 100 Cadets for 6 six-week field training essential to Cadets introduction to the Army branches.THOMAS N. Possessed a secret security clearance. . Prepared daily synchronization briefings and Operation orders using military intelligence data. highest among at all of Fort Hood. Engineering Management minor in Environmental Engineering. logistics input and insurgent trends. 100% mission accomplishment.
May 2002 • Awarded $20. Built lasting program with over 70 students actively involved annually. VA Bachelor of Science.295. MD A technology consulting firm focusing on energy. General Management & Operations. and Business Technology Clubs • GMAT 760 University of Virginia Charlottesville.edu EDUCATION Darden Graduate School of Business Administration Charlottesville.000 of financial development and build donor relationships. urban design. Grove merit scholarship.mbablogs. One recipient organization created new CCO partnership • Regularly presented for audiences of 150-400. and strategic partnership development Research Analyst • Managed development and launch of new corporate intranet. Bolivia (7 weeks/11 people) Led project/house teams for Habitat for Humanity. Energy. PA A Pittsburgh-based non-profit with a mission to transform college students to transform the world Campus Minister • Launched and directed new collaborative partnership between regional non-profit organization and local student development program. Added breakthrough statistical research on critical infrastructure ownership to advise national development of public-private partnerships for security and risk management • Co-published a national energy technology roadmap being used to direct collaborative public-private R&D priorities at national labs. R&D budgeting priorities. and qualitative data analysis • Authored and published monthly print and web newsletter to achieve $50. collaborating directly with senior vice president • Facilitated four consecutive workshop sessions of 12 energy industry and government security managers. Achieved 30% access level on launch date. coached tournament-winning youth soccer team 2002-2005 PERSONAL NOTES • • • . over 1. given to one student from over 400 applicants • Graduated as a University of Virginia Rodman Scholar with High Honors (summa cum laude) EXPERIENCE 2005-2006 Energetics Inc. E. and 3-. 5-. coworkers. and fully-trained successor • Conceived. May 2008 • Awarded $20. and 10-year milestone • Earned accolades as a strong visual storyteller by providing clients. to motivate student leadership and enhance buy-in for partnership Author a blog on innovation. and social entrepreneurship (dolechester. generated funding for. and managed $10. guiding participants from security challenges and barriers to practical action plans. a faculty-nominated award given to one student in 335 • Active member of Entrepreneurship & Venture Capital. and launched a new intranet through multimedia promotions Coalition for Christian Outreach Shippensburg. designed. Columbia.MICHAEL S. Increased property utilization by over 30% • Created and supervised several cross-functional project teams to execute $2.6301 • obrienm08@darden. leading a team of seven geographically dispersed staff utilizing voice of the customer and effective product launch marketing. with annual total audiences of 1500. providing participants with raw data.000 Lewis merit scholarship. VA University of Virginia Candidate for Master of Business Administration.000 unique visitors each month Managed teams for development projects in Brazil (10 days/7 people). new energy technology. and senior managers with business graphics and company-wide presentations that identified contract cost problem sources. 80% access within first week • Solely authored 40-page case study of security activities in the electric power industry for report to Congress.000 fundraising event. led strategic website redesign. sustained new-student commitments each year. venture capital.virginia.com). internet research and analysis. O'BRIEN 1009 Huntwood Lane • Charlottesville. infrastructure.businessweek. VA 22901 • 434.000 building renovation project with 25 project team members. and annual student conference events • Produced Standards of Corporate Communication for the CCO by performing corporate and external interviews. short-term and week-long community development projects.000 T. Oversaw content and layout edits for project team of senior coworkers. Electrical Engineering.
CT Research Assistant Research Design. cyclist and rock climber. • Managed key relationships with sophisticated institutional investors. Westport. CT Benedetto. graduate students and attending physicians.g. RORs.ERIC THOMAS OLSON 495 Lyman Hills Drive • Charlottesville. including a health care venture capital firm. NY.. Investment Banking Analyst & Associate Capital Raising & Marketing • Partnered with senior firm officers in the raising of institutional capital. and financial projections) for inclusion in clients' offering materials. VA 22902 • (434) 566-7226 • OlsonE08@darden. private foundations. • Developed and standardized analytical methods to detect and quantify cellular biomarkers involved important intracellular signaling pathways. Execution. medical residents. representing transaction offerings in excess of $2BB. for various financial sponsors. May 1997 • Commencement Honors. Laboratory & Project Management • Trained new laboratory personnel. May 2008 • Clubs: Finance.. NY Master of Science. Zoology.g. • Presented findings to laboratory supervisors and personnel during weekly presentations. Men’s Varsity Crew EXPERIENCE 2001-2006 Benedetto. select coursework: Biochemistry I & II. Yale University School of Medicine New Haven. including a comprehensive effort to identify and win sales mandates for financial sponsors principally operating in the health care sectors. General & Endocrine Physiology • Master's Thesis: HSP90 Inhibitors . and limited partnership agreements. including post-doctoral fellows. • Spearheaded the design and execution of an automated distribution system for client communications to potential investors using the implementation of financial services and database software. • Performed due diligence on biotechnology and pharmaceutical investment strategies for a client. a mezzanine finance desk within a captive financial services firm. Memberships: New York Academy of Sciences.8. including the calculation and interpretation of financial analytics (e. Gartland & Company is an investment banking boutique that specializes in the placement of institutional investor capital with select private equity and hedge funds. . numerous leveraged buyout firms. marketing presentations. Private Equity New York University New York.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. • Co-authored more than 20 peer-reviewed manuscripts and abstracts in scientific publications (e. Yale University Pharmaceutical and Biotechnology Society. pension funds and high net-worth families. • Drafted detailed offering documentation. CT Bachelor of Arts. and Analysis • Conducted research projects to better understand the underlying molecular mechanisms of vascular and endocrine disease states. such as university endowments. IRRs. Financial & Returns Analysis • Conducted extensive client due diligence. Cellular and Molecular Biology. and a technology hedge fund firm. Health Care.A Novel Therapy in the Systemic Treatment of Cancer Connecticut College New London. Hobbies: Lifelong surfer and snowboarder. Journal of Cellular Biochemistry). also responsible for the maintenance of laboratory budgets. 1997-2001 PERSONAL • • • Registered representative with NASD (Series 7 and 63). • Assisted senior firm officers in the analysis of potential transaction opportunities. September 2006 • Overall GPA: 3.virginia. VA University of Virginia Candidate for Master of Business Administration. Gartland & Company New York. Dean’s Honors • Men’s Varsity Swimming & Diving.
practical engineering and technology based solutions. Team Leader • Led a group of software engineers to develop. Business Technology Club • Elected Student Review Coordinator for Darden Coursework Michigan Technological University M. VA University of Virginia Candidate for Master of Business Administration. Chemical Engineering. Entrepreneurship Club. 1996 . TN A leading independent provider of Risk Management Services that combines industry experts. as part of the business development team. May 1994 • Recipient: International Student Scholarship EXPERIENCE 1999-2006 Houghton.PIYUSH B. MI Houghton.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. OH A risk management company specializing in quantitative risk analysis and financial risk assessments. PARIKH 104-6 Ivy Drive • Charlottesville. • Assisted engineers in applying the appropriate computer models for consequence analysis and developed several in-house software tools to increase engineer productivity. Virginia 22903 • 865-405-8470 • email@example.com worth of additional consulting services. Business Line Manager • Implemented a software maintenance program that increased revenue by $100.S.000 project to evaluate the risks at a large resin manufacturing facility and to select the best alternatives to reduce the risks. India Students Association.virginia. November 1996 • Recipient: Graduate Research Assistantship Michigan Technological University B.present) • Registered Engineer-in-Training. Ohio (1998) • Vice President. Risk Analyst • Evaluated the financial impact of accidents at chemical facilities using QRA techniques. and support a commercially available risk analysis software package – HazardReview Leader™. MI (1992-1994) • Authorized to work in the US (Permanent Resident) . Risk Analyst • Collaborated with the US Coast Guard (USCG) to develop a system to help USCG managers optimize activities using a risk-based approach. Chemical Engineering. May 2008 • Member of Private Equity Network.1999 ADDITIONAL QUALIFICATIONS • Recipient of Outstanding Achievement award (2003) and Professional Initiative award (2001) at ABS Consulting • Senior member of AIChE (American Institute Of Chemical Engineers) (1990 . • Co-instructed risk analysis courses at the Process Safety Institute on topics such as ReliabilityCentered Maintenance and Quantitative Risk Analysis (QRA). Instructor • Conducted a security analysis course for 15 senior analysts at the Panama Canal Authority. $200. • Assessed safety and environmental risks of refineries in Singapore and Japan using computer simulation models. that resulted in securing $500. Houghton. Columbus. Four Elements Inc. Presented the results to the highest ranking Commander in the Atlantic region of the USCG. MI ABS Consulting Knoxville.000 annually • Authored several winning proposals. market. • Managed a team of senior engineers on a multi-year.S. risk modeling.
Texas Portfolio Manager (2004-2006) • Managed over $500 million in assets. (2004-2006). May 2008 • Member of the Darden Finance Club. proposal reports. derive a risk/return objective. • Six Sigma Greenbelt Project: • Designed and created a multiple spreadsheet database for transfer cycle time data collection. and presentation materials.DANIEL W.net. and account performance analysis.virginia. and discuss specific portfolio constraints. • Designed and created a manual performance report application for accounts outside of the proprietary performance measurement systems. Asset Funding • Responsible for marshalling investment portfolios from external investment institutions into Bank of America. Sole Proprietorship. invested in individual equities and fixed-income instruments. VA University of Virginia Candidate for Master of Business Administration. analysis and recommendations to individuals. mutual funds. PERSONAL Member of the CFA Institute and CFA charterholder Enjoy playing guitar. • Generated management reports concerning analysts’ performance.dwpconsulting. and Darden Capital Management Austin College Bachelors in Business Administration. CFA 1760 Webland View • Charlottesville. • Created client presentation materials. • Provide personal consultation services. • Assisted in the analysis and redesign of the process to more efficiently open new accounts by applying Lean and Manage by Fact methodologies. • Formulated and implemented strategic and tactical asset allocation models to meet investment objectives. performance and proper asset allocation. PAYNE. • Advised and presented to high net worth clientele to provide investment expertise. Private Bank Dallas. Portfolio Management Assistant (2003-2004) • Recommended strategic and tactical asset allocation models to senior portfolio managers. Darden Private Equity Network.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. and hard assets. outdoor activities. • Researched and analyzed the effects of available investment solutions for clients’ portfolios. Securities Analyst (2002-2003) Quality Assurance & Management Reporting • Worked directly with senior management to provide analysis. • Communicated with high net worth clientele and senior portfolio managers regarding clientspecific investment needs. • Founded as a spin-off of the predecessor company Gregory & Payne. • Created website to provide company information: www. Inc. VA • Owner. • Researched and interpreted legal documentation and guidelines surrounding asset transfers for various agent capacities. Texas EXPERIENCE 2006-Present DWP Consulting Charlottesville. VA 22901 • (972) 375-7446 • payned08@darden. basketball. reporting documentation. focusing on customized financial education. and traveling . May 2002 Sherman. 2002-2006 Bank of America Global Wealth & Investment Management.
) for 3 consecutive years (2003-2006).E. #3 • Charlottesville. collections history. • Developed research tools to analyze emerging sectors in the Indian market for use by the M&A team. Business Analyst • Evaluated companies for capital investment by analyzing their financial statements. Pai Management Institute Master of Business Management (Finance).2 billion acquisition of CitiCapital's fleet financing arm. .RAHUL PRABHU 103 Ivy Drive Apt. • Received the G.E.com). India India based investment bank offering M&A. Joseph's College of Commerce (Top 10 Commerce School in India) Bachelor of Commerce. corporate leadership program “The Foundations of Leadership”. • Instrumental in integrating G. NRIT Limited. to enhance managerial reporting and stay ahead of regulatory requirements. with particular focus on evaluating and quantifying the risk in CitiCapital's portfolio. PERSONAL • • • Founding member. May 2008 • Member of Finance Club.E. across four G.quasarindia. 2002-2003 Avendus Advisors Bangalore. managed client relationships with CROs and senior risk managers. CA.com). Capital business). India Assistant Manager • Promoted from Business Analyst to Assistant Manager in 18 months and rated an “A1 player” (highest employee performance rating at G. Team Award for exemplary team performance and operational excellence at the work place. built valuation models. Certified Financial Risk Manager (FRM) from the Global Association of Risk Professionals (www.E.E.E. Capital. cross border project team to develop a new risk reporting standard.garp.E. • Received the G. which featured in a leading financial daily “The Economic Times” dated 05/15/2003. May 2000 • Top 1% in Class • “Academics & Good Conduct Award” 1997-2000 EXPERIENCE 2003-2006 Manipal. Equipment Services (a G. VA 22903 • 434-825-5513 • PrabhuR08@darden. Inc. with emphasis on cross border deals. VA University of Virginia Candidate for Master of Business Administration. from origination to closure.E. • Selected for a prestigious G. • GMAT: 700 T. • Facilitated the cross border acquisition of an IT company. • Created information memorandums.'s $1. profitability drivers and industry challenges. India Bangalore.E. Darden Capital Management and Darden Private Equity Network. • Published a research report on the engineering design services market in India. Risk Leadership Award 2005 from the Chief Risk Officer (CRO) of G. March 2002 St. India G. vocalist & guitarist of a classic rock band “Quasar” (www.edu EDUCATION Darden Graduate School of Business Administration Charlottesville.E. and executed corporate due diligence. • Managed the credit risk of a leasing portfolio by approving capital investment of up to $50 million for each new client and continuously tracking portfolio performance.’s community outreach program “Elfun” and elected Vice President of the public speaking forum “Toastmaster’s Club” in G. India by Aviana Global Tech. Capital businesses managing $ 8 billion in assets. private equity syndication and fixed income services Analyst • Focused on M&A and private equity financing for middle market technology companies.A. • Led a cross functional.E. Capital Bangalore. debt structure. Actively involved with G.virginia.
Current Adenosine Therapeutics (ATL) Charlottesville. May 1996: ACS Undergraduate Award in Analytical Chemistry.A. August 1993-1997: Donald J.s) Significant Program/Career Accomplishments (Role on Project) • Co-inventor on 16 issued or pending patent applications • 22 peer-reviewed publications in major scientific journals • One compound in Phase III clinical trials (lead chemist) • One compound completing Phase I clinical trials (lead chemist) • Drug candidate (project manager/lead chemist on project for COPD.D. VA University of Virginia Candidate for Master of Business Administration. and Ph.D. collaboration project for Parkinson’s disease. May 1996: POLYED National Scholarship Program 1st runner up. May 2008 (Executive MBA Program) University of Virginia Charlottesville.JAYSON MICHAEL RIEGER 3388 Turnberry Circle • Charlottesville. VA Ph. VA 22911 • 434-531-1739 • jayson@riegers. FL B. 1st recipient in UVA’s history). May 1997 • Graduated with Honors. wrote and reviewed ten NIH grant applications resulting in over $5 million of direct company funding • Oversee the relationship with co-investigators for many of these projects • Direct collaboration with major device company on development of key new product • Assist VP of Chemistry in efficiently running company labs • Supervise time and efforts of other laboratory scientists (Bachelors. Cum Laude.net EDUCATION Darden Graduate School of Business Administration Charlottesville.. Masters. Chemistry. Cram Fellow Scholarship. co-inventor) • Advanced lead compounds (Project Manager.present) Group Leader (July 2002. August 2002 • September 2001-September 2002: ACS Pre-doctoral Medicinal Chemistry Fellowship (One of five international awards to Ph.D. coinventor) .January 2005) • Invented and developed novel compounds for key inflammation programs • Run company’s computational and metabolism departments • Consult on analytical and CMC (chemical manufacturing) support for clinical development • Managed and reviewed company patent portfolio of over fifty issued/pending patents • Principal or Co-investigator for ATL’s grant program. August 1997August 2000: University of Virginia Pratt Fellowship for Graduate Research Rollins College Winter Park. coinventor) • Advanced lead compounds (collaboration project for Diabetes/Asthma. May 1994-1997: Archibald Granville Bush Award in Science and Mathematics EXPERIENCE 2002. co-inventor) • Drug candidates (project manager/lead chemist on projects for chronic inflammation (arthritis. VA Program Manager (January 2005. Chemistry. Chemistry candidates.
MD $12B mutual fund family specializing in the management of socially responsible investment products. May 2008 • Member of Finance Club • Member of Private Equity Network Club • Member of Darden Capital Management CFA Institute • Successive completion of Level 1 and Level 2 exams (12/05 and 6/06) Connecticut College New London. Connecticut College Annual Fund . Broker Operations Representative • Responded to financial advisor inquiries regarding pricing. • Processed account transactions on Calvert Group investment products. CT Bachelor of Arts in Economics and Hispanic Studies.JOSEPH RICHMOND RIOFF 730 Walker Square. commissions and investment strategies of Calvert Group money market and mutual funds. • Drafted manager assessment reports on long-only international and domestic equity products which included an analysis of a holdings-based Style and Risk software program.com EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. investment team qualities and risk/return characteristics.virginia. evaluation and selection. leadership initiative and interpersonal skills. • Co-led business development efforts across the US plan sponsor market resulting in over 300% client growth over the last three years. MA Institutional investment consultant and securities dealer. Connecticut College Men's Basketball Team EXPERIENCE 2001-2006 Charlottesville. Unit 3A • Charlottesville. compensation schemes. • Authored investment manager search reports and presented the most suitable candidates to clients • Led manager selection decision for new US equity fund of funds product for Brockhouse Cooper’s asset management company. Consulting services focus strictly on investment manager research. May 2000 • Cum Laude with Distinction in both majors • Selected as Toor Cummings Center Scholar in International Studies and the Liberal Arts • Interned at Adidas Corporación de Venezuela • Recipient of Economics Department Fellowship for research in Vietnam • Varsity Athlete. • Conducted due diligence meetings with several hundred investment management firms in order to evaluate their organizational structures.5B in plan assets to establish a tailored ‘investment preference set’ used to specify investment manager search criteria. 2000-2001 ADDITIONAL BACKGROUND • • American Council on the Teaching of Foreign Languages certified Intermediate High oral proficiency in Spanish (2000) Class of 2000 Team Leader. • Consulted to clients with $250MM to $9. VA 22903 • 617-549-7560 • RioffJ08@darden. The Calvert Group Bethesda. VA Brockhouse Cooper International Boston. Consultant (2005-2006) Research Analyst (2001-2005) • Named youngest consultant in the firm’s history in recognition of strong research capability. investment processes.
Efforts minimized customer service interruptions. • Researched and created presentations for new business opportunities. 2005 .virginia.2006 Capgemini New York. 4 year varsity member • Leadership Award 2001 BC Men's Varsity Lacrosse Team Charlottesville. skiing. • Managed benchmark analysis for a global content and information provider to define new finance support models with a centralized organization to perform transaction processing functions and provide decision support analysis to market groups and business units. • Developed and streamlined company-wide planning and forecasting process for a global content and information provider in order to improve reliability.2006 2002 – 2005 Summer 2001 INTERESTS • golf. Media & Entertainment sector.Team Captain. integrity. travel . • Conducted business process assessments including opportunity identification and business case analysis. VA Chestnut Hill. Senior Consultant • Presented inventory SKU rationalization analysis to leading medical book publisher’s senior management team. limited post migration data discrepancies and identified lost revenue. Consultant • Coordinated the clean-up effort for over 250. May 2008 • Finance Club. Internship • Internship within the Strategy & Transformation service line of CGE&Y’s Telecom. May 2002 • Varsity Lacrosse .5 MM. and financials.000+ subscriber’s data and their individual high speed data devices in over 10 regional markets for a leading cable TV provider. NY • Led and worked on wide range of projects primarily within the Finance & Employee Transformation service line for clients within Capgemini’s Media & Entertainment sector.$6. • Founded “New York Area Team” with the goal of community building within the Capgemini NY offices. • Led the migration of two division's payroll systems (a combined 770 employees) from division locations into a shared services environment for a leading cable TV provider.2583 • rippd08@darden. running. Analysis identified potential cost savings of $5.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. My success during this summer internship led to an offer by CGE&Y the following summer.858. Art History and Architecture EXPERIENCE 2001 . Darden Private Equity Network. Business Management with a concentration in Marketing.DANIEL JOSEPH RIPP 1001 East Market Street Unit 7 • Charlottesville. • Identified areas to improve the efficiency and cycle time of the leading cable TV provider’s monthly financial close/reporting process by six days. issues. Italian Language. • Managed client relationships including the assessment of client expectations.0 . fall 2000 • Classes included International Business. Darden Capital Management Boston College B. MA Lorenzo de'Medici University Florence Italy Study Abroad. • Developed and implemented performance standards and metrics to evaluate individuals and department performances within the accounts payable department for a leading cable TV provider.S. and accuracy. VA 22902 • 203.
typically more than 10/quarter • Managed high profile domestic and international trademark portfolios for Fortune 100 Pharmaceutical companies. VA 22903 • 732-996-6210 • PatsnerRosenbergC08@darden.1 billion sale of DoubleClick and the $935MM acquisition of Eyetech Pharmaceuticals • Prepared and reviewed SEC filings with attorneys for large public companies. VA University of Virginia Candidate for Master of Business Administration.000 annually in client fees and administrative costs • Presented several proposals to the management team on improving firm services • Trained new hires (two of which were trained at a consulting rate after my departure) using streamlined and all-encompassing Paralegal training manual that I developed • • • National Multiple Sclerosis Society . Darden Capital Management (DCM) • Registering for financial modeling seminar with “Training the Street” in January 2007 Union College Bachelor of Arts in Managerial Economics. NY Corporate Legal Assistant • Implemented and integrated electronic trademark management system. resulting in new client engagements • Issued and prepared employee stock options under the 2006 plan • Ensured regulatory compliance of all Genpact US entities (taxes and corporate affairs) • Successfully completed global name change in accordance with re-branding effort Wilmer Hale (Wilmer Cutler Pickering Hale and Dorr LLP) New York. Shipping and Agriculture industries Silverberg.3MM Follow-On Public Offering • Coordinated and maintained virtual and physical data rooms for buy-side and sell-side M&A transactions. NY Global Business Process Outsourcing Leader Corporate Analyst/Paralegal • Conducted in-house research on BPO deal level financials and market specifics targeting areas best suited for client growth. "UAP Holdings Seeing Green". Scotland 2004-2005 2004-2005 2002-2003 ADDITIONAL . NY Genpact (formerly GE Capital International Services) New York. "Emageon the Possibilities" and Arlington Tankers Braces for IPO" • Published quarterly company-specific and general industry reports detailing deals in the Health Care. May 2008 • Member of the Consortium for Graduate Study in Management • Finance Club. including the $250MM Thermo Electron IPO and Barrier Therapeutics $84. June 2002 • Study Abroad: Florence. New York. saving the company more than $100.virginia. helping to facilitate the companies drive towards $1 billion revenue mark • Prepared attorneys for customer discussions and negotiations by identifying areas of contention in BPO material agreements with Fortune 500 companies. "OptionsXpress: In the Express Lane".Volunteer and organizer since 2004: Organized team and participated in annual MS Walks. NY Corporate Paralegal • Prepared and completed due diligence requests and assisted in drafting sessions with multi-million dollar transactions.500 Mentor undergraduate students Played a remarkable round at St Andrews.C. raising over $3. including Pfizer and Eyetech Pharmaceuticals CurrentOfferings.com New York.edu EDUCATION Darden Graduate School of Business Administration Charlottesville.CORY PATSNER ROSENBERG 921 Catalpa Terrace • Charlottesville. P. Darden Private Equity Network (DPEN). Italy EXPERIENCE 2005-2006 Schenectady. Stonehill & Goldsmith. Energy. NY Online IPO Advisory Platform Research Analyst and Contributing Columnist (in addition to full-time job) • Performed market valuation such as company comparables and acquisition comparable analyses to determine objective valuation of IPO candidates • Published six articles for use by institutional and individual investors. deals included the $1.
International Relations • President . May 2005 • Majors . and tax returns of target companies • Built models to perform 338(h)(10) analyses to determine the benefit of treating a qualified stock purchase as an asset acquisition • Analyzed the net operating losses of target companies to determine if they would be limited under §382 • Calculated tax rates for LBO and DCF models to ensure accurate cash flow projections • Worked with a manager and partner to advise a client on a tax efficient deal structure • Created reports on the diligence performed that served as the deliverables to clients • Participated actively in the recruiting efforts of the firm Financial Services Tax Compliance Associate • Prepared tax returns for the private equity funds of Bain Capital and TA Associates • Identified the potential tax implications of the funds’ operations by interpreting and applying the tax code • Created spreadsheets in Excel to import financial data into tax return preparation software 2004 PricewaterhouseCoopers LLP Boston. VA Lehigh University Bethlehem.Greek Career Achievement Award. tennis.Who's Who Among Students in American Colleges and Universities • 2004 .266. #4 • Charlottesville.Chi Phi Fraternity.Accounting. MA Transaction Services Associate • Performed pre-acquisition tax due diligence for financial sponsors and strategic buyers • Reviewed offering memorandums. Also held Treasurer and New Member Educator positions • Vice President .Collaborated with five other students to manage a $300K portfolio • Awards • 2005 . PA Bachelor of Science. Silver Family Scholarship Recipient.Political Science.virginia. Also served as Secretary • Dreyfus Portfolio Manager .0555 • sandsc08@darden. Finance. May 2008 • Member of Finance and Private Equity clubs • Admissions Host • Undergraduate Career Mentor • GMAT: 710 Charlottesville.CHRISTOPHER SANDS 136 Ivy Dr.Outstanding Greek Man of the Year. and guitar PERSONAL .Fraternity Management Association. Minors . basketball. Eric A. Class of 1904 Prize • 2003 . Economics. Stiefel Memorial Scholarship Recipient EXPERIENCE 2005-2006 PricewaterhouseCoopers LLP Boston.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration.Interfraternity Council. financial statements. MA Financial Services Assurance Intern • Prepared and audited financial statements for State Street Global Advisors’ pool funds • Researched accounting trends in the real estate industry and prepared a report for a manager • Assisted in the 10-Q audit of the OneBeacon Insurance Group • Used Bloomberg to verify the accuracy of financial information • • • Junior Achievement Volunteer – Taught “Economics of Success” program to a class of 30 sixth graders Lehigh University Alumni Admissions Outreach Program Volunteer – Interview prospective students and represent the University at college fairs Enjoy playing golf. VA 22903 • 774. Also served as Secretary • Chairman of the Board of Directors .
• Created business rules and software requirements for firm's global fixed income and derivative analytics program to provide comprehensive statistics on 300 portfolios totaling over $40 billion in assets. • Analyzed application requirements. portfolio analysis. Product Development (June 2004 – July 2006) • Supervised all product development and implementation for firm's performance reporting group which assisted clients in developing asset allocation strategies and in monitoring investment returns. • Directed staff of ten analysts to ensure service levels and products met emerging client needs. PERSONAL • • • • Awarded Chartered Financial Analyst designation (2004) Member.. • Overhauled two week training program’s workshop sessions and casebook materials. • Authored hedge fund research report to define performance and valuation metrics for the asset class. VA University of Virginia Candidate for Master of Business Administration. • Turned around team performance from 11th to 5th as ranked by department quality standards. ACC basketball . and pensions. • Elected to cross-functional team charged with identifying and remedying inefficiencies in the performance reporting department as CA coped with 20% yearly growth. high-adventure weeks to Algonquin Provincial Park and Appalachian mountains Interests: international cuisine. NC Bachelor of Science in Business Administration.0. family trusts. LLC Arlington. conducted formal performance reviews on a quarterly basis. • Launched five new quantitative exhibit modules nearly tripling volume of prior four years. inter-group working relationships.5/4. Consulting Club. and evaluated new associate candidates. named “Supervisor of the Year” (2000) and “Official of the Year” (2000) EXPERIENCE 2000-2006 Cambridge Associates. Washington Society of Investment Analysts (2004 – Present) Eagle Scout. achieved zero client attrition. Manager. Resource Analyst (June 2003 – June 2004) • Led and trained staff of 32 analysts responsible for 480 client relationships. and coordinated development to meet release schedules for a reporting system and output display conversion of 500 clients representing 70% of CA’s total client base. VA 22902 • 202-258-3903 • SchmitzD08@darden. and business ramifications for partnership with upstart web-based vendor resulting in a no-go recommendation. CFA 312 4th St SE Apt #31 • Charlottesville. GPA: 3. interviewed. Inc. and in-house knowledge capture. and capital market conditions to CA consulting staff and client investment office for 14 clients with assets from $52MM . VA Private investment consulting firm primarily to global endowed institutions. • Initiated professional development series to address staff retention and knowledge gaps yielding a 35% per annum reduction in analyst departures. Dean’s List all semesters • Department of Campus Recreation. distributed to over 200 employees and integrated into CA’s best practices. • Recruited. attribution of returns. • Assessed viability.DAMIEN M. May 2008 • Member of Darden Opportunity Consultants. SCHMITZ. Analyst (March 2002 – June 2003) • Presented endowment results.$7B. strategic goals. golf. May 2000 • Graduated cum laude.edu EDUCATION Darden Graduate School of Business Administration Charlottesville.virginia. Associate/Senior Associate (September 2000 – March 2002) • Managed team of four associates. efforts improved the performance reporting process. and Finance Club • GMAT: 710 Wake Forest University Winston-Salem. diagnosed problems.
2002-2003 INTERESTS: Fishing. Turkey. always meeting deadlines in a time sensitive environment • Managed the finances of individual television programs. and developed story ideas and then structured them in a way easily communicable to a global audience • Pitched story ideas to senior management that resulted in on-air programming • Wrote the scripts and copy read by anchors and correspondents • Worked with anchors and correspondents. Chapel Hill Bachelor of Arts in Economics. operating within budgets of up to $500K • Designed the logistics for field projects. IV (ADAM) 301 Harvest Drive • Charlottesville.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. NC President • Founded and led a film production company to produce a documentary on a 1950’s soul band • Established a partnership with the band to sell the documentary as part of their merchandise • Negotiated contracts with concert venues and promoters to obtain filming permissions • • • LANGUAGE SKILLS: Studied Chinese for 3 years. and Greece. Pope John Paul II. and the United States • Negotiated with foreign government officials to obtain critical filming permission agreements and to establish licensing fees • Interviewed and hired local personnel to complete projects all over the world • Delivered quality television programming. boating. and Martha Stewart • Guided editors and created television programs that met the highest production standards EXECUTION • Successfully completed projects under challenging conditions in the Middle East. Europe. politicians.virginia. Egypt. GA Programming Assistant • Analyzed audience research and ratings information and presented findings to senior management • Maintained database of the programs televised by the network for scheduling and operations planning • Reviewed programming to ensure that the network’s standards and values were maintained Blackshield Productions. North Africa. coaching them on interview questions and script reading • Conducted on-camera interviews with celebrities.taught English as a second language.WILLIAM HARRY SCHWARZSCHILD. May 2008 • Member of Darden Finance. and Media Clubs University of North Carolina. LLC Chapel Hill. and avid reader 2001-2002 PERSONAL . Syria. such as profiles on Tony Blair. Proficient in French COMMUNITY SERVICE: Sandy Springs ESL . and functional experts 2002-2003 Cartoon Network Latin America Atlanta. Private Equity. VA 22903 • 404-441-2313 • schwarzschildw08@darden. VA Chapel Hill. May 2002 EXPERIENCE 2003-2006 Charlottesville. managing teams of up to eight people in field production of CNN feature documentaries • Managed the overall production process for individual television programs that aired globally • Established the vision and direction for some of the highest rated programs on CNN. Abu Musab al-Zarqawi. NC CNN Atlanta. analyzed. GA Associate Producer • Honored with Peabody Award for excellence in journalism for Hurricane Katrina coverage LEADERSHIP • Led filming projects in Israel. Italy. resulting in consistently successful project execution COMMUNICATION • Researched.
W. VA University of Virginia Candidate for Master of Business Administration. Economics. transportation and other structured transactions with mark-to-market values over $100MM in order to support attestation of financial statement conversion from US GAAP to UK GAAP Analyzed goodwill impairment charges through review and reperformance of company valuations to account for differences in accounting methodologies between merging entities Leadership Development Program – Genesis Park – 5 month Tour Executed global strategic projects including the development of a framework to ensure consistency of Advisory engagements and the design of a tactical approach to addressing resource constraints in PwC China Presented strategic projects to US Firm leadership and had significant interaction with PwC Global Leadership Team through attendance at global leadership conferences. or negotiated under the court appointed bankruptcy settlement process Designed methodology for the validation of 40+ coal and emissions forward curves that was adopted by the valuation team Guided client through the curve validation and revision process for power. COMMUNITY INVOLVEMENT Brooklyn Charter School (2005-Present) New York.virginia.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. Shulman Award for Outstanding Female Athlete EXPERIENCE 2001-2006 Brunswick. and other commodities that were unwound. NY Senior Associate – Promoted through two Associate levels in three years Risk Management & Valuation • Regional Electric & Gas Utility Developed detailed business requirements to facilitate the design and implementation of a frontto-back office gas trading and risk management system including development of a new module to strengthen FAS 133 derivative accounting processes Created detailed market and credit risk reporting frameworks enabling the client to better understand and proactively manage the risks inherent in their portfolio Executed first-phase of system design successfully resulting in client’s purchase of over $1MM of additional implementation and risk management consulting services • Fortune 500 Energy Marketing & Trading Company Valued energy transactions for natural gas. SINGER 134-2 Ivy Drive • Charlottesville. coal. ME PricewaterhouseCoopers. auctioned. power. and G. and emissions in order to ensure an appropriate revaluation Post-Merger Integration • US Electric and Gas Utility Merger with a UK Power Company Validated valuation models for gas storage.B. LLP New York. May 2001 • Dean's List • NCAA All-American (5-time) . Richardson Scholarship for academic merit • Elected to Student Admissions Committee • Member of Darden Capital Management (DCM) – Participated in DCM Stock Pitch – 9/06 Bowdoin College Bachelor of Arts.Springboard Diving • Lucy L. Nepal • Taught English and served as a mentor to 22 students in a Nepalese boarding school • Consulted with the Board to continue to develop and refine curriculum and teaching methodology . May 2008 • Awarded D.MAUREEN E. VA 22903 • 914-841-6245 • SingerM08@darden. NY • Elected to Board of Directors – Finance Committee • Developed internal control structure necessary to ensure school charter renewal • Responsible for monthly review of budget-to-actual performance and oversight of financial reporting Global Vision International (Summer 2006) Pokhara.
VIPIN KUMAR SINGH 111 Harvest Drive • Charlottesville. India Senior Assistant Branch Manager Project Management • Surpassed the forecasted revenue target of $2M per year through projections based resource allocation. India. Inc. Darden Private Equity Network and Darden Capital Management • QS Symonds Scholarship recipient. CA GE Capital New Delhi. WI • Managed accounts receivable portfolio of $6M and reduced outstanding receivables by 50% within 6 months of launch of operations • Awarded CEO recognition for cost cutting initiatives leading to $10. management of existing client relationships and expansion of client base • Restructured performance linked compensation algorithm which improved employee motivation doubling employee productivity and reducing attrition rate by more than 50% within one quarter • Managed cross functional teams of more than 180 people with service level and revenue goals • Conducted due diligence meetings to evaluate future business opportunities representing operations and quality assurance functions • Started company’s first 24x7 customer service business. Bermuda and Virgin Islands leading to one of the best sales performance amongst all international territories • Allocated global territories and ensured equitable distribution of customer portfolio amongst all regional managers • Recruited sales team for the organization by correlating manpower deployment with strategic focus of the business unit Teleperformance ($1. ($2.45B CRM Company) New Delhi.edu EDUCATION Darden Graduate School of Business Administration Charlottesville. VA University of Virginia Candidate for Master of Business Administration.3883 • SinghV08@darden. India Scholastic. May 2008 • Member of Finance Club.3B educational media company) New Delhi.virginia. June 1999 • Graduated amongst top 5 % of the class • Gold Medal in 4x100 meter race in collegiate-level athletic meet EXPERIENCE 2004-2006 New Delhi. India Process Associate Accounts Receivable Management • Launched GE Auto Financial Services businesses in India and managed corporate receivables for GE Medical Systems after migrating the business from Milwaukee. migrated from client site in Irvine.000 annualized savings and achieving consistent top performance • Negotiated with CFO(s)/Financial Controllers and other stake holders while reconciling account receivable portfolios at health establishments in the US • • • • Trained in mountaineering with a personal height record of 16.500 feet above sea level Ran 2 half marathons in New Delhi.242. VA 22903 • 434. 7 awardees chosen from a worldwide pool of applicants based on leadership experiences • GMAT : 720 Institute of Hotel Management Hospitality Management. Inc. India in 2005 Goal Keeper for Darden’s soccer team Consulting for Opportunities Consultant.000 by 10% through targeting of frequent buyers • Analyzed and identified opportunities of growth for the business in Europe. India Relationship Manager Client Relationship Management • Exceeded revenue goal of $200. at Darden 2002-2004 1999-2002 ACTIVITIES .
Arlington. detailed pitchbook material. MS 150 Bike Tour • Interests include: Traveling and cycling .6 Charlottesville. SOBIERALSKI 861 Catalpa Court • Charlottesville. among others. Billings. and attended client meetings. VA University Park. information technology. Billings. • Acquired knowledge of the private placement and IPO processes. • Developed M&A pitchbook for future business pipeline. PROFESSIONAL DEVELOPMENT: • Licenses: NASD Series 7 and NASD Series 63 • Volunteer: Venable Elementary School Tutor. Investment Banking Analyst • Concentrated on both publicly traded and start-up software companies. leveraged buyout modeling. • Researched proprietary databases to identify potential merger candidates. May 2008 • Elected Section Career Development Center Representative • Member of Darden Private Equity Network and Finance Club The Pennsylvania State University Bachelor of Science in Finance. and Restructurings across multiple industries including. • Lead investor calls. • Prepared offering/financing memoranda. created comparable transaction analyses. real estate. and transportation. Ramsey. retail. and management presentations.virginia. Ramsey. PA EXPERIENCE: 2002-2006 SSG Capital Advisors. Inc. due diligence meetings. Philadelphia. Inc. management presentations. VA Summer 2000 Friedman. Financings. 2001-2001 Friedman. Investment Banking Associate • Advised distressed/special situation clients in Mergers & Acquisitions. • Completed 3 restructuring and financing assignments – $540 million in total consideration. May 2001 • Overall GPA: 3. and discounted cash flow analysis. VA 22903 • (215) 630-1165 • SobieralskiM08@darden. comparable public company analysis. • Contacted potential strategic and financial investors on behalf of clients. • Completed 15 M&A transactions – $380 million in total consideration. VA Investment Banking Internship • Focused on Mergers & Acquisitions in the Technology Group. comparable transaction analysis. • Executed transactions in the United States and Europe. • Promoted to Associate in December 2003. L.edu EDUCATION: Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration.MATTHEW T. PA SSG is a middle market investment banking firm focused on advising and restructuring distressed businesses. manufacturing.P. Investment Banking Analyst • Performed valuation analyses including. energy. • Built merger models. The firm was acquired by National City Bank’s Capital Markets Group in August 2006. Arlington. and comprehensive industry research.
• Provided post-acquisition support to portfolio companies including board level participation. and provided recommendations to partners. and other buyside and sell-side advisory services. • One of two professionals who developed a new sector focus (now adopted by the firm) to target the logistics and transportation industry for investment opportunities. May 2001 • GPA: 3. May 2008 • Member of Darden Private Equity Network and Finance Club • Member of Darden Capital Management University of South Carolina Business Administration . GA Global private equity firm that acquires controlling equity interests in middle market companies with transaction values between $100 million and $1 billion. and real estate investment companies. including diligence and legal and financial negotiation and documentation. • Transactions include: $400 million purchase of Church’s Chicken: 3rd largest fast food chicken concept in the world.7 • Funded 100% of college tuition with scholarships and employment • Dean’s List all semesters EXPERIENCE 2004-2006 Charlottesville. basketball. • Directed meetings with CEOs and CFOs to develop budgets and five year strategic operating plans. − Refinanced credit facility to more attractive first and second lien institutional markets. mergers and acquisitions. discounted cash flow.5 billion of transactions including capital raises.ALAN CHRISTOPHER WELCH JR. • Developed investor lists. and functioned as liaison between parties. and camping 2001-2004 PERSONAL .432.Finance and Marketing. across a variety of industries.S.or three-person deal teams with active participation in all aspects of deal execution. − Completed two follow-on acquisitions (total of $70 million). − $160 million sale leaseback of real estate. • Partnered with management teams to develop financial projections and offering memoranda. logistics and transportation. • Analyzed companies using leveraged buyout. • • • Board member of Atlanta Metro Fellowship of Christian Athletes Youth league baseball coach for two years in Atlanta Enjoy golf. and comparable transaction analyses. Investment Banking Analyst • Closed $1. • Solicited financing sources for transactions from a variety of financial institutions. BB&T Capital Markets – Investment Banking Division Richmond. 120 Minor Road • Charlottesville. consulting on key initiatives.virginia. • Integral member of two. Associate • Evaluated investment opportunities. VA Columbia. middle-market focused investment bank raising capital and providing M&A advisory services to public and private companies and financial sponsors. − Purchased four surgery centers within first six months. hedge funds. funded entirely with debt. contacted potential buyers.3318 • welcha08@darden. − $155 million issuance of high yield notes. $75 million funding to Meridian Surgical Partners: Startup surgery center consolidator. SC Arcapita Atlanta.edu EDUCATION Darden Graduate School of Business Administration University of Virginia Candidate for Master of Business Administration. VA Full-service. $200 million purchase of TLC Health Care Services: 2nd largest home nursing company in U. and long-term strategic planning. including healthcare. collaborating with traditional banks. mezzanine funds. VA 22903 • 804. fishing. • Assessed venture capital as new business line and played integral role in assisting firm in raising $250 million venture capital fund. restaurants. and consumer products. comparable public company. accretion/dilution. the largest in the Southeast United States. − Collaborated with management to develop a buy and build acquisition strategy.
Hold an active. prepared and delivered recommendations directly to senior management. Integrated Systems • • • • • Led commercial technology evaluation activities while functioning as Deputy to the Chief Technology Officer.S. Leader of class-wide review sessions for Decision Analysis and Operations at the Darden School. successfully met all project milestones within budget and time constraints.S. resulted in over $500 K in savings. full-scope Top Secret U. VA • • • 2002-2004 BAE Systems Corporation. Led product evaluation and selection of $15 MM software package for a U.000 users from multiple agencies for purposes of information sharing. Government’s General Services Administration pricing on an enterprise software purchase. Mexico. authored findings report that was sent to the U. Designed and implemented a database management application for a major U. May 2006 • Member of the Omega Rho International Honor Society Princeton University Bachelor of Science. Negotiated with supplier to obtain a 50% discount below U. PERSONAL • • • • Group leader for several youth community service trips (Nicaragua. and Colorado). Personal interests: International backpacking/hiking.331. DC Recipient of the Lockheed Martin Individual Service Recognition Award (2005): presented each year to the top 5% of employee performers in the Intelligence Programs business unit. Government client.7711 • YoxtheimerA08@darden.S. U. system designed to serve over 10. Performed detailed quantitative and qualitative analysis of a U.virginia. acquisition. Senate. May 2002 • Operations Research and Financial Engineering (Certificate). ensuring that the project was performed under budget. Intelligence Programs • • Washington. May 2002 • Princeton Varsity Football Team.S. report submission led to a 100% increase in agency’s operating budget for the following fiscal year. Government agency’s operations. and deployment. Civil War history. Co-authored contract proposal and performed technical studies as member of the winning team for a multi-billion dollar contract competed by the National Geospatial-Intelligence Agency. Reston.edu EDUCATION Darden Graduate School of Business Administration Charlottesville.S. Government security clearance. Government client. NJ Lockheed Martin Corporation Senior Systems Engineer. May 2008 • Member of the Darden Consulting Club and the Darden Entrepreneurship & Venture Club • Leader for International Innovation Challenge Competition Team • GMAT Score: 750 University of Virginia Master of Engineering.S.S.S. Systems and Information Engineering. VA University of Virginia Candidate for Master of Business Administration. VA Princeton. proposal resulted in over $2 MM in new business for Lockheed Martin. Designed and recommended an innovative computer system to the Intelligence Community Chief Information Officer’s staff. boating. VA 22903 • 571.ADAM SMOKER YOXTHEIMER 148 Ivy Drive Apt #5 • Charlottesville. traveling. 1998-1999 EXPERIENCE 2004-2006 Charlottesville. Managed a six-person team in a computer system design and implementation project for a U. . Co-founded the NetForce Laboratory (an early stage internal R&D laboratory) to facilitate technology evaluation. military client to increase agency awareness of supplier relations. Electrical Engineering. North America Systems Engineer.
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