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Candidate Resume Book
2014 Wall Street Trek
September 2014 Raymond Au Yeung 13293 Pearl St. Thornton, CO 80241 Raymond.auyeung@colorado.edu (720) 470-5538 EDUCATION UNIVERSITY OF COLORADO BOULDER Finance GPA: 3.8 Cumulative GPA: 3.4 Bachelors of Science in Business Administration Finance Leeds School of Business Expected May 2015 Relevant Courses: Investment Banking Seminar, Investment Management Seminar, Derivatives, Investments and Portfolio Management, Corporate Finance, Corporate Reporting I, Microeconomics, Macroeconomics Bachelors of Science in Applied Mathematics College of Engineering & Applied Science Expected May 2015 Relevant Courses: Computing in C++, Calculus 1-3 for Engineers, Differential Equations for Engineers, Linear Algebra for Engineers, Mathematical Statistics, Probability, Numerical Analysis, Applied Analysis
SKILLS Software: C++, Excel, Matlab, Mathematica, Bloomberg, Factset, Advance Database Language: Cantonese (Conversational)
RESEARCH PROJECTS WellPoint Investment Analysis: Developed an equity analysis on WellPoint, a health insurance company, by creating an in- depth investor report, presentation, and model of its perceived valuation and growth prospects. Roughly $40,000 worth of WellPoint shares were bought through the CU Student Investment Fund. WellPoint’s price has risen over 35% since its purchase in February. CME Trading Challenge: Participated in a trading challenge with four other students in a two week period, trading with $100,000 of paper money on live market prices for specific commodities futures contracts with over 20% returns.
HONORS AND AWARDS First Generation Scholar, BOLD Scholar, Virginia Schuman Merit Scholar, Gary L. Higa Scholar, Tony Tisone Memorial Scholar, Diverse Scholars Program, Multicultural Greek Council Scholar of the Year 2011-2012, Dean’s List
EXPERIENCE J2 Partners Boulder, CO Summer 2014 Summer Analyst-Private Equity Reviewed and made recommendations for potential acquisitions from offering memoranda Drafted presentations/reports related to potential acquisitions, debt/equity structuring, and market opportunities Prepared analytical/quantitative reports and models for existing portfolio companies and potential acquisitions
Applied Mathematics Department University of Colorado Boulder, CO Fall 2014 Calculus I for Engineers – Learning Assistant Met on a weekly basis with the lead faculty member for Calculus I to discuss optimal teaching strategies Led two work groups per week consisting of 25 students that focused on individual learning and facilitated discussions designed to enhance the weekly lectures and learning objectives
Development Office at the Leeds School of Business Boulder, CO February 2012-Present Development Intern Create detailed research reports on donors/alumni with their real estate investment values, employment, philanthropic giving or interests, relations to CU, and any other information relevant to future giving potential Write weekly thank you letters to wealthy donors who support the Leeds School of Business
LEADERSHIP Pi Delta Psi Fraternity Boulder, CO November 2011 – Present President, Vice President-Internal, New Member Educator Represented Pi Delta Psi at statewide and national conferences, and regularly met with other student organizations, administrators, and members of the Boulder community primarily for funding and discussing community initiatives Increased fundraising income in fall 2012 by 400% when compared to all previous semesters Ranked number one chapter by size based on chapter reports focused on philanthropic and cultural events Andrew Bainbridge 9729 Red Oakes Drive, Highlands Ranch, CO [email protected] (303)358-5728 EDUCATION UNIVERSITY OF COLORADO AT BOULDER-Leeds School of Business Bachelor of Science in Business Administration with an emphasis in Accounting May 2015 Master of Science in Accounting May 2016 ! 3.97 Cumulative GPA, 4.0 Major GPA ! Dean’s List, every semester ! Certifications: Bloomberg Essentials SANTA CLARA UNIVERSITY-Leavey School of Business September 2011-June 2012 ! 3.8 Cumulative GPA ! Dean’s List, every semester
EXPERIENCE MarkWest Energy Partners, L.P. May 2014-August 2014 Operations Accounting Intern ! Completed a cost recovery project in excess of two million dollars, including collecting proper documentation and constructing a framework for tracking progress ! Prepared a process document demonstrating the construction of the monthly workbook ! Working as a member of a 5 person team on multiple projects including monthly close and issue resolution
Center for Research on Consumer Financial Decision Making, Leeds School of Business, Boulder, CO September 2013-Present Student Assistant ! Assist multiple professors with distribution and evaluation of research projects ! Helped plan the 2014 Boulder Summer Conference on Consumer Financial Decision Making
Lowe’s Home Improvement, Parker, CO May 2013-August 2013 Store Operations Intern ! Selected as one of forty-five interns from a candidate pool of over 5,000 ! Frequently called upon to assume the responsibilities of an Assistant Store Manager, taking charge of day-to-day operations ! Delivered fifteen-minute group presentation concerning professional sales to the COO and other executives.
Parker Sprinkler Supply, Parker, CO Summer 2011, 2012 Sales Associate and Sprinkler Technician ! Worked as a member of a small team on contracted landscaping projects up to $25,000 ! Assisted customers to solve problems related to their sprinkler systems
Santa Clara University Library, Santa Clara, CA September 2011-May 2012 Technical Services Assistant ! Researched and catalogued books and other items donated to the library ! Organized over 10,000 materials for the library’s annual charity book sale
EXTRACURRICULAR INVOLVMENT Alpha Kappa Psi Professional Business Fraternity, Boulder, CO September 2012-Present Vice President of Finance (Spring 2014, Fall 2014) ! Constructed a workbook that can be rolled over from each semester for future VP’s of Finance ! Prepare and manage the chapter’s budget each semester ! Receive invoices and make payments to various vendors Orchard Park Health and Rehabilitation Center, Greenwood Village, CO February 2011 Volunteer ! Coordinated more than sixty hours of activities for senior citizens to improve cognitive function ! Aided doctors performing physical therapy
Sheridan Early Childhood Center, Sheridan, CO January 2010 Volunteer ! Voluntered for more than sixty hours as a Teacher’s Assistant at a “Head Start” preschool for low-income children
Samantha Battis
158 Inverness Dr. West #B403, Englewood, CO 80112 | [email protected] | (770) 778-6490
Education: University of Colorado at Boulder- Leeds School of Business Expected Graduation: May 2016 Bachelor of Science in Business Administration with Finance Emphasis Minor in Economics • Cumulative GPA: 3.85 • Dean’s List: Fall ’12, ’13 and Spring ’13, ‘14 • Relevant Projects: Completed a recommendation report for Goldman Sachs, which analyzed and critiqued the 10,000 Small Businesses program Experience: Madewell Co. Summer 2014-Current Sales Associate • Held responsible for customer service, inventory control, and processing transactions as cashier • Build rapport with customers and increase their purchases with suggestive selling • Invited to continue working part time during the school year based on positive recommendation by Costa Mesa store director Leadership and Activities: Alpha Chi Omega Sorority 2013 – Current VP Public Relations and Marketing • Promote Alpha Chi Omega internally and externally and maintain social media sites • Advertise Alpha Chi Omega events in the Boulder community and assist with fundraisers • Maintain relationships with other organizations, utilize all forms of communication, and negotiate apparel contracts with various vendors National Society of Collegiate Scholars Fall 2013 - Current Member • Invited to join based on GPA of 3.4 or higher • Participate in activities on campus such as fundraisers and book drives Distributive Education Clubs of America 2010-2011 Member • Studied sales techniques and competed in the individual events for principles of hospitality and tourism • Won first place in the district and local competitions and earned the right to compete in the state competition Teens for Troops Club 2009-2012 President and Founder • Coordinated shipment of care packages overseas to military units to boost morale • Organized donations and participated in events for the soldiers’ families within the local community and at Camp Pendleton Skills: • Highly proficient math skills, Calculus I and II • Economic background, Macroeconomic Theory and Microeconomic Theory • Proficient in Microsoft Office Sarah%Beardsley%
918$9th$Street$$ [email protected]$ Boulder,$CO$80302$$ $$(626)$825@9468$ EDUCATION%% % University%of%Colorado;Leeds%School%of%Business%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%Graduating*May*2016% Bachelor$of$Science$in$Business$Administration$with$an$emphasis$in$Finance% %%%%%%%%Current*Finance*GPA:%3.15$ • Relevant*Courses:$Corporate$Finance,$Fixed$Income$Investments,$Corporate$Financial$Reporting,$Excel$Lab% EXPERIENCE% % San%Marino%Recreation,%San$Marino,$CA$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$$Summers*2012>2013% Lifeguard/Swim$Instructor% %%%% • Awarded$“Instructor$of$the$Session”$ • Interacted$with$children$and$parents$while$remaining$focused$and$vigilant$to$ensure$safety$of$pool$ patrons$ • Communicated$clearly$and$effectively$with$pool$patrons$and$staff$members$ • Projected$self@confidence$and$enthusiasm$to$create$a$welcoming$environment$ Rustic%Pathways,%Mae$Sot,$Thailand%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% %%%%%May*2013>June*2013% Volunteer/English$Teacher$ • Traveled$along$the$Thai@Burma$border$working$with$local$Non@Government$Organizations$in$a$variety$of$ capacities$to$benefit$local$people$and$organizations$ • Taught$English$to$children$in$a$local$orphanage$ LEADERSHIP% % Chi%Omega%Fraternity,$Boulder,$CO% % % % % % % %%%%%%%%%%%%Fall*2013>Present% Director$of$Career$and$Personal$Development$ • Plan$career$development$events$for$250$members$$ • Delegate$certain$responsibilities$among$Career$and$Personal$Development$assistants$ New$Member$Assistant$$ $ $ $ $ $ $$$$$$$$$$ $ $$$$$$$$$$$ • Assisted$the$New$Member$Educator$schedule$and$deliver$events$for$80$incoming$members$ • Helped$new$members$transition$into$the$organization$until$formal$initiation$ceremony;$efforts$have$ resulted$in$a$90%$retention$rate$ SMHS%Student%Government,$San$Marino,$CA$ $ $ $ $ $ $$$$$$$$Fall*2011>June*2012$ PTSA$Representative$$$ $ $ $ $ $$$$$ $ $ $$$$$$$ • Liaised$between$the$PTA$and$the$student$body;$professionally$presented$to$parents$at$PTA$meetings$ • Chaired$the$Homecoming$dance;$worked$with$a$$9,000$budget$and$came$in$under$budget$$ SMHS%Varsity%Soccer,%San$Marino,$CA% % % % % % %%%%%%%%%%%%%%%%%%Fall*2011>Spring*2012% Captain$ • Organized$team$bonding$activities$to$keep$the$team$positive$and$motivated$ • Planned$the$end@of@season$awards$ceremony$for$20$players$and$their$families$ Omegas%Service%Club,%San$Marino,$CA% % %%%%%%%June*2011>June*2012% Vice$President% % % %%%%$ • Took$initiative$to$revive$a$failing$club$through$the$recruitment$of$a$new$advisor$to$continue$community$ service$efforts$ • Directed$philanthropy$efforts$for$the$service$raising$approximately$$10,000$ MEMBERSHIPS% % • Boulder$Freeride$Club,$Boulder,$CO$ $ $$$$January*2013>Present$ • California$Scholarship$Federation,$San$Marino,$CA$$$$$$$$$ $ $$$January*2009>*Present$ • National$Charity$League,$San$Marino,$CA$ $$$$$$$$$$$$$$$$$$$June*2007>June*2012* ADDITIONAL%INFORMATION% % $ • SAT$Math$Score$640$(National$Percentile:$94%)$ • Advanced$Microsoft$Word$and$PowerPoint$skills;$proficient$in$Excel$ • Basic$Spanish$learned$through$coursework$and$extensive$travel$ • Leeds$School$of$Business$Denver$and$Chicago$Trek$participant$ • People$to$People$Sports$Ambassador;$representing$the$United$States$in$Brazil$and$Austria$ $ Rick Brubaker 2910 Pennsylvania Avenue, Boulder, CO 80303 | [email protected] | (303) 250-1586 EDUCATION!! UNIVERSITY OF COLORADO AT BOULDER – LEEDS SCHOOL OF BUSINESS May 2016 Bachelor of Science in Business Administration with a dual emphasis in Finance and Accounting, Minor in Economics Cumulative GPA: 3.91/4.00; Major GPA: 4.00/4.00; Minor GPA: 4.00/4.00; Dean’s List, All semesters Relevant Projects/Leadership: • Leeds Scholars Honors Program: A selective honors leadership development program for the top 25 juniors in the Business School. Completed a global trip to Argentina and an Executive Dean’s trip to Indonesia. Contributed to program recruitment and global coursework curriculum, and participated in additional honors level coursework and projects; 08/2012 – Present • Peer-to-Peer Mentorship Program: Peer mentor for current freshmen honors students; 04/2013 – Present • Relevant Courses: Seminar in Investment Banking, Corporate Financial Reporting I, Corporate Finance, Microeconomic Theory, Macroeconomic Theory, Business Statistics, and Business Calculus
EXPERIENCE- FMI Corporation – Denver, CO May 2014 – August 2014 Investment Banking Summer Analyst – Mergers & Acquisitions • Involved in over $200mn of sell-side live deal experience: assisted with four confidential information memorandums, two management presentations, DCF, comparable transaction, sum-of-the-parts, and multiples-based valuation models for small- middle market construction and engineering companies. • Assisted the deal team in advising a major client’s board of directors in exploring a possible merger with a competitor. • Organized sensitive company information through data rooms to aid the due diligence process. • Completed a final project to evaluate the URS – AECOM merger. The project included a valuation that was backed into, in order to understand market assumptions. Detailed industry research was conducted to identify potential synergies and motivations for the merger by evaluating the attractive business segments of URS, and to determine effects on the construction industry.
BSW Wealth Partners – R3 Returns (www.r3returns.com) – Boulder, CO February 2014 – May 2014 R3 Returns – Spring Investments Analyst • Worked on the R3 Returns team to assist in the creation of the first-ever impact bonds index and fund. • Crafted a framework to rate impact bonds both qualitatively and quantitatively to construct a replicable and consistent system. • Performed research on municipal bonds and created investor presentations regarding their portfolios.
Global Platinum Securities (www.gps100.com) – New York, NY March 2013 – Present Health Care Sector Analyst, Colorado Pod Leader & Vice President of Marketing • Educational focused student-run mutual fund managing over $250,000 with students from CU, Harvard, MIT, Penn, NYU, Georgetown, LSE, and Dayton. • Warren Buffett recognized organization and principles: long-only equity, bottom-up deep-value investing with an extensive educational program prior to admittance on Financial Report Analysis, behavioral finance, DCF’s, and other financial models. • Participated in GPS Giving Back events with Meals On Wheels Manhattan and the Financial Literacy Program at Summit Middle School. All proceeds earned through investing are given back to individual communities.
Business Research Division – University of Colorado at Boulder – Boulder, CO August 2013 – February 2014 Research Assistant • Contributed data analysis, research, and writing to economic impact studies commissioned by state agencies, businesses, and other organizations. • Personal publications include: “Colorado Business Review: Colorado Retail Industry Summary, December 2013” and “Colorado Business Review: Real Estate: From the Great Recession to a Great Real Estate Boom, January 2014”. • Assisted in the preparation of the 2014 Colorado Business Economic Outlook and researched information for Amendment 66, which was later quoted in The Wall Street Journal. Served as the state’s Transportation and Equipment Manufacturing Subsector Chair for the 2014 Colorado Business Economic Outlook, which was presented to 800 business professionals from Colorado.
HONORS-AND-AWARDS- • Scholarships (Recipient of): Buick Achievers and KFC Colonel's Scholar National Scholarships, Anschutz Foundation, Corbellini Family, Rotary Club, Kiwanis Club, Welker Fund, Hispanic Education Foundation, Elevations Scholars, and Virginia Schuman Merit Scholars Scholarships. • Awards/Achievements: Co-Valedictorian (Silver Creek High School), National Advanced Placement Scholar, Academic Gold Medals – CU Diverse Scholars Program (2012-13), University of Chicago: Awarded “Management Genius” Certificate (2011).
SKILLS-AND-EXTRACURRICULAR-ACTIVITIES- • Proficiencies: Bloomberg Terminal (certified), Excel, PowerPoint, and Capital IQ. • Fluent in Japanese, having spent three years living in Japan. • Ice Hockey: High school and intramural, 10 years of participation; Club Captain-2011. JAMES (JIM) DALTON 8572 East Iliff Drive Denver, Colorado 80231 | [email protected] | (720) 254-6805 EDUCATION
University of Colorado Boulder - Leeds School of Business Expected Graduation: May 2016 BS in Business Administration with an Emphasis in Finance and Accounting Boulder, CO Minors in Geology and Economics Cumulative GPA: 3.53
Phillips 66 SHIELD Scholar, Phillips 66 Business Scholarship Recipient, and Leeds Scholar Scholarship Recipient
Cherry Creek High School - Greenwood Village, CO Graduated: May 2012 ACT: 30 ACT Math: 33 Greenwood Village, CO Gold Cord Recipient (Requirement of 3.75 GPA or Higher) AP Scholar with Distinction: Enrolled in college with 17 AP credits (average advanced placement test score of 4.0)
WORK EXPERIENCE
Phillips 66 May 2014 – August 2014 Intern – Global Credit, Evaluation, and Policy Bartlesville, OK Full-time credit analyst role performing the financial analysis and risk mitigation analysis behind 39 credit reviews, valued at $1B, for purchasers of Phillips 66 commercial and marketing products Completed a special interest project on the Phillips Specialty Products Inc. sale to Berkshire Hathaway that considered the impact of including Burlington Northern Santa Fe in the $1.4B disposition that acted as a model for future dispositions Selected to develop the first portfolio analysis on Polypropylene customers that analyzed current and future risk metrics and forecasted risks associated with growth; solely presented the analysis to the Treasurer and Global Credit Manager Created a 17 page Wiki article on Advantaged Crude that focused on Phillips 66’s company strategy, which was certified and is now currently available to all Phillips 66 employees through an internal database Became proficient with SAP, several Moody’s Analytics products and Microsoft Office products Leeds School of Business – Business Research Division August 2013 – May 2014 Research Assistant Boulder, CO Self-guided research on Amendment 66, which was published in the Opinion section of the Wall Street Journal Contributions to publications such as the Colorado Business Economic Outlook and the Secretary of State Economic Report Published in the 2013 Colorado Business Economic Outlook and the 2013 Q4 and 2014 Q1 Colorado Business Reviews Prepared economic forecasts, reports, and presentations on the national and state economies for the Executive Director Constant utilization of Microsoft Office products, specifically Microsoft PowerPoint and Microsoft Excel Greenwood Tennis Club July 2011 – August 2012 Front Desk Employee Greenwood Village, CO One of 12 customer service employees for seven indoor tennis courts, as well as three outdoor tennis courts Taught junior tennis classes for youth up to age 14, with tennis professionals, for two consecutive summers
LEADERSHIP
Leeds Scholars Program Fall 2012 – Present Chosen as one of the 25 initial students inducted into the Leeds Scholars Program for academic excellence and leadership Traveled to Argentina for global experience related to business, delivering a project on cultural differences Constructed the recruiting plan for the Leeds Scholars program and created a leadership council within the program Leeds Ambassadors Program Fall 2012 – Present Lead tours of the business school to influence prospective students in their decision-making process Meet with alumni in order to gauge interest in the Leeds School of Business and potential changes to the business school
INTERESTS/ACTIVITIES/ENTREPRENEURSHIP