Carlos Manuel Abreu 520 West 122nd St., Apt. 31A New York, NY 10027 (212) 665-4422 [email protected] EDUCATION 1999-2002 COLUMBIA UNIVERSITY New York, NY COLUMBIA BUSINESS SCHOOL MBA - Finance, May 2002 Awarded Chazen Fellowship and Corps Fellowship Co-founder and Vice President, Dual Degree Student Association Member: Investment Banking Club and European Society GMAT: 710 (97th Percentile) SCHOOL OF INTERNATIONAL AND PUBLIC AFFAIRS MIA (Master of International Affairs) - Economic and Political Development, May 2002
1991-1996 UNIVERISTY OF CALIFORNIA, LOS ANGELES (UCLA) Los Angeles, CA BA - Economics/International Area Studies, March 1996, GPA: 3.7 BA - Political Science, March 1996, GPA: 3.9 Phi Beta Kappa, Dean’s Honor List; Elected co-captain Freshman Crew Team Extensive study abroad: • Universitiet Van Amsterdam, European Union studies, one semester Amsterdam, The Netherlands • Pontifícia Universidade Católica, political economy, two trimesters Rio de Janeiro, Brazil • Universidade de Coimbra, language and culture program, summer Coimbra, Portugal
EXPERIENCE 2000 UNITED NATIONS DEVELOPMENT PROGRAMME (UNDP) Consultant (Summer 2000) Tegucigalpa, Honduras • Advised UNDP Honduras on the development of a country office strategy; Analyzed cost structure, revenue opportunities, organizational capabilities, and pricing Organizational Development Advisor (Spring 2000) New York, NY • Performed analysis for implementation of restructuring initiatives, which resulted in 26% reduction in headquarters staff
1996-1999 ARTHUR ANDERSEN BUSINESS CONSULTING Senior Consultant (1998-1999) London, UK • Led project management work stream onsite in Nigeria for $1 million process re-engineering project for a multi-national petroleum company • Researched potential key performance indicators for proposed shared service center • Analyzed procurement, accounts payable, and payroll processes for a $1 billion UK-based transportation/logistics company; Presented recommendations to senior management Consultant (1996-1998) Los Angeles, CA • Led team of 15 people in creating and implementing new business processes for $8 billion electric utility required to unbundle services due to utility deregulation in California • Formulated strategic information technology plans for a $6 billion public school district with 80,000 employees and a newly-public $250 million equipment rental business • Developed model to analyze distribution network configurations for a rapidly growing retail client • Managed portions of the design and implementation of worldwide financial consolidation system for Fortune 300 food company
ADDITIONAL INFORMATION Hold US and EU citizenship Fluent in Portuguese, conversant in Spanish Enjoy traveling, scuba diving, and hiking (climbed Mt. Kilimanjaro, Tanzania)
DARI A. AL-BADER One Fifth Avenue, #13E New York, NY 10003 (212) 505-1371 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and International Business, May 2002 Member: Investment Banking, Private Equity, High-Tech, Middle East Business Forum and Skiing Clubs
1992 – 1997 MASSACHUSETTS INSTITUTE OF TECHNOLOGY Cambridge, MA BS, Management Science (Finance Track) BS, Mechanical Engineering Awarded Full Tuition Merit Scholarship by Arabian Oil Company Leadership Activities: Rush Chairman, Alpha Delta Phi Fraternity (5hrs/week); organized efforts of the living group in recruiting 15 new members. Also served as Social Chairman and Big Brother Treasurer, Lambda Vending Services (3hrs/week); managed vending machine business within living group Associate Advisor, MIT’s Class of ’97; peer advisor to a group of six freshmen EXPERIENCE 2000 NATIONAL BANK OF KUWAIT Kuwait City, Kuwait Senior Financial Analyst, Domestic Corporate Finance • Assisted in structuring and execution of project financing mandates (debt and equity) in oil services, healthcare and real estate sectors • Evaluated and recommended subscription to equity offerings that were lead-managed by foreign relationship banks on behalf of Private Banking clients • Developed procedure and training manuals for new analysts
1997 – 1999 J. P. MORGAN & CO. New York, NY Analyst, Equity Capital Markets • Prepared client marketing presentations and completed associated analytics and research • Involved in execution of key transactions including equity offerings by Genentech ($2.2Bn IPO, $3.2Bn follow-on; largest U.S. healthcare IPO and follow-on), Blockbuster ($465MM IPO), IPIX ($76MM IPO), EarthWeb ($48MM follow-on) and Online Resources ($43MM IPO) • Assisted in the coordination between client bankers, sales force, clients’ senior management, equity research analysts, institutional investors, and legal counsel during execution of mandates • Liaison for Global Energy Advisory
Analyst, Global Energy Advisory • Worked with senior bankers to formulate and present ideas to clients on strategic opportunities and financing alternatives • Performed various aspects of quantitative analyses including discounted cash flow valuation, comparable company, accretion/dilution and merger consequences analyses
Summer 1994 Intern, Latin America Equity Research • Analyzed key economic indicators including interest rate movements, mutual fund flows and country specific issues to be used for weekly market strategy commentaries • Coordinated efforts to track and synthesize weekly Latin American mutual fund flows • Produced daily valuation updates and monthly short interest updates on companies under coverage
ADDITIONAL INFORMATION Enrolled in Choate Rosemary Hall after Gulf War; graduated with Honors in Mathematics Fluent in Arabic and English; third year college level in French Registered Series 7, CFA Level II candidate Extensive knowledge MS Word, Excel, Power Point, Bloomberg, SDC, Equidesk and Carson databases Enjoy travel, film/theater, skiing, in-line skating, and following current events
NEIL R. ALBUJA 936 W. End Avenue, Apt # F13 New York, NY 10025 212-665-5759 [email protected] EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Investment Banking Club, Finance Club, Military in Business Club, Hispanic Business Association
1987 – 1991 UNITED STATES NAVAL ACADEMY Annapolis, MD BS, General Engineering, Minor, Spanish Captain: Karate Team (elected)
EXPERIENCE
1994 – 2000 PFIZER INC.
Institutional Account Representative New York, NY Sold five pharmaceutical products at five high volume New York City Hospitals. Promoted from sales representative. • Consistently ranked first out of 75 peers on monthly sales reports during 2000. • Generated over $1 million in Viagra sales in 2000, a 15% increase above expected goals. • Exceeded overall target sales quota by 13% in 1999, representing a revenue increase of $1.2 million above expected goals. • Won a significant sales account worth over $800,000 at New York City Hospital. • Managed and coached newly hired sales representatives in developing customer interaction skills and sales abilities.
Sales Representative New York, NY Sold five pharmaceutical products to over 200 private physicians. • Recognized Sales Representative of the Year 1996. • Achieved Sales Representative of the Second Quarter 1996, Fourth Quarter 1995, and Second Quarter 1995. Achievement based on greatest rate of sales growth per quarter.
1991 – 1994 UNITED STATES NAVY, USS Normandy (CG 60)
Strike Warfare Officer (Lieutenant Junior Grade) New York Performed the administrative management, training, and operational execution associated with all long-range Tomahawk missile systems worth over $90 million. • Developed number one ranked cruise-missile team of 27 teams in the Atlantic Fleet. • Supervised maintenance performed by ten highly trained technicians. Maintained a 100% operational readiness status on all mission critical equipment during a 6-month deployment.
Anti-Submarine Warfare Officer (Ensign) New York Responsible for the operational readiness of a 30-person division in the targeting and acquisition of submarines. • Conducted integrated training scenarios increasing team proficiency by 25%. • Led Command’s United Way fund drive raising $30,000 exceeding expectations by 10%.
ADDITIONAL INFORMATION • Fluent in Spanish • Volunteer: Gift of Life, Inc., Sponsor: World Vision Organization • Earned Black Belt in Shotokan Karate • Enjoy: Handball, DJ music, Weightlifting JULIAN ALLEN 524 West 114th Street, #1B New York, NY 10025 Phone (212) 316-0191 [email protected] EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA – Finance – May 2002 Activities: Investment Banking Club, CBS soccer team. GMAT score: 740 (98th percentile) 1993 – 1996 HARVARD UNIVERSITY Cambridge, MA BA cum laude – Government – June 1996. Graduated in three years. Secretary of the Signet Society of Arts and Letters.
EXPERIENCE 1996 – 2000 ASSOCIES EN FINANCE (AEF) Paris, France Independent research boutique specializing in valuation of European equities 1998 – 2000 Associate of the CEO Selected by CEO to assist him personally in key projects. Simultaneously managed entire corporate earnings consensus product. • Supervised 5-person team producing earnings consensus for over 1000 stocks. Added CSFB, HSBC, and Morgan Stanley to network of teams contributing earnings estimates. Liaised with analysts, strategists, institutional clients, and press. Reduced consensus model production time by 50% from 20 to 10 days. Led switch from country coverage to pan- Euroland sector coverage. • Advised Lagardère Group on feasibility of financial web portal. Analyzed existing financial websites. Interviewed industry analysts, investment bankers, venture capitalists, and online brokers. Presented final recommendation to client senior management in June 2000. • Led restructuring initiative including technological overhaul, implementation of team-based process, and employee rationalization. • Co-authored article on new analyst ranking methodology published in December 1998 issue of Revue de la Banque, Belgium’s professional journal for banking and finance. • Edited AEF’s expert witness reports in two pending cases : transfer of assets to West LB by German State of Nordrhein-Westfalen, and SBC’s (now UBS) trading of Eurotunnel shares before large capital increase. • Interviewed, recruited and trained 4 analysts and 4 summer interns. 1996 – 1998 Consensus analyst Collected and checked monthly earnings estimates on UK, Dutch, and Spanish companies in order to analyze earnings revision trends. • Coordinated monthly input of approximately 25,000 data from 30 equity research teams. Maintained and developed working relationships with contributing teams. • Participated in quantitative evaluation of financial analysts' performance. Initiated negotiations with Financial Times for diffusion of AEF's analyst rankings. Traveled to London regularly to introduce AEF's ranking to fund managers. • Conducted in-depth analyses of market indexes and sector classifications for Dow Jones Stoxx, focusing on company cross-ownerships and free float. • Translated, edited, and assembled 15 articles into book entitled Organization and Quality of Financial Markets, published in 1998 by French University Press for Paris Bourse.
ADDITIONAL INFORMATION US citizen, fluent in French. Proficient in Spanish. Travel: Western Europe, Syria, Tunisia, China, Ecuador. Sports: squash, skiing, soccer, shooting. Enjoy wine, classical music.
Uche Alozie, CPA 360 Clinton Avenue, Apt. 3E New York, NY 11238 718-398-0870 [email protected] EDUCATION Columbia Business School New York, NY MBA, Finance, May 2002 Membership: Black Business Students Association; Real Estate Association; Investment Banking Club; Private Equity Club; Finance Club; Judo Club.
Baruch College, CUNY New York, NY BBA, Accountancy, May 1995 Membership: Accounting Society; National Association of Black Accountants; Vice- President, Phi Beta Sigma Fraternity.
EXPERIENCE The Bank of New York 1999-2000 Business Analyst New York, NY Organized and managed comprehensive reviews of existing information technology systems of the Bank. Developed and implemented a new global custody accounting system designed to replace all existing systems by 2001. Researched and analyzed various investment instruments including equity, debt, mutual funds, swaps and other derivative instruments. Designed and prepared technical, and functional specifications for a newly designed client-reporting package.
Deloitte & Touche LLP 1996-1999 Senior Accountant New York, NY Worked primarily on hedge funds, real estate, capital markets and investment company clients such as Odyssey Partners, Merrill Lynch, MetLife Realty and J&W Seligman & Co. Planned and performed engagements to evaluate clients’ internal control structures and accounting systems to assess the risk of misstated financial statements. Provided consulting services to help clients implement requirements towards becoming AIMR compliant. Performed agreed upon procedures to determine proper application and calculation of derivative agreements. Performed evaluations of clients’ business cycles to identify potential areas and issues that may offer opportunities to provide additional consulting services.
American International Group Risk Management 1995-1996 Consultant New York, NY Reviewed legal agreements to determine financial obligations of risk management agreements and to ensure proper implementation of agreements. Calculated loss adjustments and necessary premium reconciliation. Assisted in the design and implementation of policies and procedures for calculating loss adjustments and reconciling premiums.
Gensler & Associates 1992-1995 Accounting Clerk New York, NY Assisted in operational audits to ensure proper allocation of client reimbursable costs. Prepared and reviewed professional service invoices to clients. Reviewed and coded invoices payable to proper general ledger accounts.
ADDITIONAL Member: National Association of Black Accountants; 360 Clinton Avenue Co-op Board. INFORMATION Tutor: Junior Achievement.
INTERESTS: Judo, roller-blading, reading, playing scrabble.
LISA BARASH 301 East 75th Street New York, NY 10021 212-249-7899 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member: Investment Banking Club, Columbia Finance Association, Columbia Women in Business, Private Equity Club GMAT: 710 (96th percentile)
1993 – 1997 STANFORD UNIVERSITY Stanford, CA BA, Economics, June 1997 Research Assistant at the Hoover Institution
1980 – 1993 THE CHAPIN SCHOOL New York, NY Class Secretary of The Chapin School Alumnae Association
EXPERIENCE 1997 – 2000 BEAR, STEARNS & CO. INC. New York, NY Financial Analyst, Financial Buyers Group Participated in the evaluation, marketing and execution of significant corporate transactions including M&A and capital raising activities. Developed strong analytical, communication and presentation skills as well as due diligence and investment evaluation capabilities. • Developed financial models for leveraged buyouts, mergers, divestitures and public and private equity financings. • Performed valuation of public and private companies through comparable company, comparable transaction and discounted cash flow analyses. • Directly supported clients during auction negotiations by providing financial analytics to evaluate structural alternatives. • Participated in SEC document drafting and due diligence with client senior management. • Prepared client / board presentations, offering memoranda and internal committee memos. • Created investment overviews and prepared materials to convey business opportunities as part of a transaction development effort. • Coordinated and implemented complex model that served as foundation for group’s business plan. • Ranked in highest tier of analyst class.
M&A Transactions: • Advised Rare Medium Group, an Internet professional services provider and Internet incubator, on $87 million investment led by Apollo Management. • Advised Culligan Water Technologies on $1.5 billion merger with U.S. Filter Corporation. • Advised LBO-sponsor on potential acquisition and financing of $1+ billion portfolio of international food assets.
Capital Markets Transactions: • Co-Managed $50 million initial public offering of The Cobalt Group, an Internet services provider to automobile manufacturers and dealerships. • Co-Managed $109.4 million initial public offering of Radio Unica Communications, a U.S. Hispanic radio network.
ADDITIONAL INFORMATION Co-Chair, Stanford Alumni Sports Committee of NY Traveled in Australia, Eastern and Western Europe and South America Interests include water sports and running
Luis M. Barreto 506 West 122 Street, Apt. 44 New York, NY 10027 Phone (212) 866 4556; Mobile (917) 584 5173 e-mail: [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA – Finance and International Business – May 2002 Elected President of 60 person ‘Cluster’. Member Latin American Business Association and Corporate Relations Officer of Investment Banking Club. GMAT: 710 (97th Percentile)
1992-1995 FLORIDA INTERNATIONAL UNIVERSITY Miami, FL BBA – Finance and International Business
EXPERIENCE 1999-2000 HBBC S.A. Lima, Peru This company was as a vehicle for the acquisition of another company. • Executed the attempted buyout of a financially distressed silver mining company in Peru. The transaction had a value of over $10 million. • Led the strategic process and negotiations. • Prepared valuation based on discounted cash flows and comparable analyses. • Secured financing from private equity firms for funding the acquisition.
WEST MERCHANT BANK, WestLB Group Lima, Peru 1998-1999 VIC E PRESIDENT - CAPITAL MARKETS • Responsible for client coverage in Peru, Chile and Bolivia from the fixed income capital markets product side. • Presented financing ideas to the CFOs and CEOs of some of the largest companies in these countries. • Originated two transactions totaling over $100 MM, generating over $3 MM of revenues. • Executed 6 transactions and several pitches for many of our clients. • Performed financial projections and financing analyses for client companies. • Youngest Vice President in the bank’s history.
1997-1998 MANAGER –FIXED INCOME – FORFAITING Forfaiting is the trading of trade related debt. • Responsible for forfaiting client coverage in Peru, Chile, Bolivia, and Colombia. • Established a generation and distribution network of trade-related debt paper within the region, trading well over $120 MM in one year. • Increased by three-fold the number of clients of the bank for this product by adding the principal generators of trade and non-trade related paper in the region to our client base.
ING BARINGS Lima, Peru 1996-1997 ANALYST - CORPORATE BANKING TRADER - FORFAITING & BROKERAGE DEPARTMENT • Analyzed the credit quality of our clients in Peru, including local and multinational companies. • Performed cash flow and ratio analysis in order to determine a company’s debt repayment capacity. • Traded over $55 MM of debt paper from local banks and corporate clients in 1996 and 1997. • Expanded the client base from 3 to over 20 institutions in Europe, North America, and Latin America.
ADDITIONAL INFORMATION Native Spanish speaker. Enjoy playing squash, weightlifting, soccer, music, movies and cars. U.S. Permanent Resident.
MATHEW M. BARNETT 423 W. 118th Street, Apt. 3D New York, NY 10027 (212) 316-1085 . [email protected]
Education 2000 - 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA – Finance and Entrepreneurial Management, May 2002 Vice President, Jewish Business Students Association Member: Private Equity Club, Investment Banking Club, Tennis Club, Golf Club and Squash Club 1992 - 1996 UNIVERSITY OF PENNSYLVANIA Philadelphia, PA B.S. (Honors) – The Wharton School – Multinational Management, May 1996 B.A. (Honors) – The College of Arts & Sciences – Political Science, May 1996 Magna Cum Laude, Dean’s List (3 years) 1995 LONDON SCHOOL OF ECONOMICS London, England Semester study abroad program – studied Middle Eastern and international politics Experience 1998 - 2000 FIELDSTONE, INC. New York, NY Senior Associate at investment bank focused on strategic advisory and mergers and acquisitions. • Managed all aspects of transaction process: interfaced daily with clients and potential acquirers, performed due diligence and market research, drafted information memoranda, prepared data rooms and management presentations, evaluated deal proposals and actively participated in negotiation and documentation process. • Constructed discounted cash flow models, trading multiples and transaction comparables for valuation of internet services, power, telecom and financial services companies. • Participated in execution of over 20 transactions including: - $88 million sale of The Dulmison Group to Tyco International, Inc. - Advised HomeViewMedia.com on $15 million 2nd stage capital raise. - Advised leading e-solutions company on potential $500 million reverse merger. - Privatization of Nigerian Gas Company and Nigerian Petroleum Development Company. - Advised lender on $400 million debt financing for telecommunications project in Brazil. - Advised and arranged $87 million OPIC debt financing for Haripur power barge in Bangladesh. • Managed analyst bullpen, including design and coordination of recruiting and training program. 1996 - 1998 INTERNATIONAL FINANCE CORPORATION (The World Bank Group) Washington, DC Analyst in South and Southeast Asia Department with primary focus on financial sector institutions. • Led and participated in transaction execution teams involving project/company evaluation, investment negotiation and coordination of engineering analysis and legal documentation. • Participated in restructuring efforts of Indonesian portfolio investments during Asian financial crisis. Identified viable companies, developed initial restructuring plans and participated in debt negotiations. • Worked closely with management in a number of investee companies on business development, strategic planning, market analysis and positioning, financing and budgeting. • Managed supervision of $2.0 billion investment portfolio, including execution of divestments. • Supervised and obtained funding for technical assistance programs in Laos, Nepal and Vietnam. • Transaction experience includes: (i) Indonesian Trade Enhancement Facility; (ii) equity investment in Nepal Hana Bank; and (iii) debt and equity investment in Sri Lankan flat glass plant. • Traveled extensively to client sites throughout Asia.
Personal Founder and Board Member of Computers for Africa, Inc., a non-profit organization. • Initiated concept, developed organization, completed pilot program and attracted strategic partners including the United Nations, Shearman & Sterling and KLM Airlines. Proficient in Hebrew and working knowledge of Arabic. Traveled to over 20 countries in Europe, Southeast Asia, Middle East, Africa and North America. Enjoy running (training for NYC marathon), tennis, golf, scuba diving and body surfing.
CHRISTOPHER J. BARTLETT 405 W. 118th St. #43 New York, NY 10027 212.665.0392 h 917.676.8311 c [email protected] EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance & Media Management, May 2002 Staff Columnist, The Bottom Line Member: Investment Banking Club, Media Management Association
1992 – 1996 THE UNIVERSITY OF TEXAS AT AUSTIN Austin, TX BBA with Honors, Finance, May 1996 Cumulative GPA: 3.6 Co-founded and directed the joint BBA/MBA Texas Business School Distinguished Lecture Series; Executive Board Member, Undergraduate Business Council
EXPERIENCE 1998 - 2000 ANDERSEN WORLDWIDE, ARTHUR ANDERSEN LLP Los Angeles, CA Engagement Manager/Sr. Consultant, Business Consulting, Strategy, Finance & Economics Group • Performed strategic analysis for a marketer of herbal and homeopathic nutritional supplements. Project tasks included research, market analysis, and financial forecasting. Utilized analysis to formulate key strategic initiatives and to assist the ownership group in developing an exit strategy. • Performed strategic analysis and wrote a business plan for a high technology start-up in the global medical services and transcription space. The client was seeking to attract executive talent, develop strategic partnerships, and attract venture funding. Project tasks included developing financial forecasts, compiling competitive intelligence, and investigating methods to build online visitor traffic and increase brand equity. • Performed strategic analysis for a global manufacturer of wireless cable antennas and satellite reception systems. Analyzed the attractiveness (market size, growth, competitiveness, and barriers to entry) and developed forecasts for the global satellite, wireless cable and wireless wide area network markets. Utilized analysis to identify opportunities for profitable business growth for the client’s new and existing product lines. • Managed an engagement to conduct strategic analysis and merger integration for a high technology client during and subsequent to the acquisition of a provider of telecommunication software solutions and a developer of business-to-business e-commerce infrastructure and software. • One of less than 10% of Senior Consultants promoted to Manager in four years in the Los Angeles practice.
1996 - 1998 Staff Consultant Houston, TX & Los Angeles, CA • Conducted acquisition integration and distribution analysis for a retail client that had acquired a wholesale distribution operation. Developed models to perform analysis on more than fifteen product categories in three distribution locations to identify areas of focus and opportunities for realization of distribution economies of scale, reducing inventory, and increasing customer fill rates. • Assisted a global developer of entertainment software products in merger integration subsequent to the acquisition of over ten smaller development firms. Performed an analysis of the acquired firms and the developed a restructuring strategy for specific areas of consolidation. • Completed the business process design/redesign and the change management efforts required for the successful re-engineering of the customer service function for a large electric utility holding company.
Summer 1995 FIRST USA, INC Dallas, TX Financial Analyst, Corporate Finance Department • Performed financial analysis and assisted in budgeting, reporting, and strategic planning. ADDITIONAL • Extensive experience with Microsoft Access, Excel, Word, and Power Point. • Interests include theatrical writing, public affairs, and playing golf.
SAMEER BHATIA 434 West 120th St., Apt. 10A New York, NY 10027 Phone: 212.665.1183 Email: [email protected] ______
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, USA MBA, May 2002 AVP: Internet and Tech. Business Group, Event Chair: South Asian Business Association Member: Investment Banking Club GMAT: 780 (99th percentile)
1992 – 1996 INSTITUTE OF TECHNOLOGY, B.H.U Varanasi, India Bachelor of Technology, Chemical Engineering Coordinator: College Cultural Festival (SPANDAN), Treasurer: College Fete Committee
EXPERIENCE 1998 – 2000 ANTRIX CORPORATION - Systems Consulting Group Miami, USA Senior Associate (Project Leader) 1999 – 2000 • Set change management and systems integration strategy for IT department of a major financial brokerage house, which was in the process of acquiring another brokerage house • Negotiated revenue sharing/technical support agreement to use Antrix software on client systems with a leading IT company of United Arab Emirates • Successfully led four-member team in executing a $750,000 project to renovate a financial brokerage application under a strict deadline
Associate Consultant 1998 – 1999 • Designed key conversion and testing modules for software products sold to over 140 American and foreign companies. These products generated revenues worth over $4 million • Trained software professionals and client personnel on company’s products • Initiated and managed 24-hour tech support center for company’s clients • Interviewed, selected and trained the technical staff for customer support • Represented the company at leading industry conferences such as SYNON International Users Conference (Orlando) and COMMONS (Chicago)
1997 – 1998 ESS ESS OVERSEAS - Fashion Handbags Export House New Delhi, India Cofounder • Developed business plan for a fashion handbags export house outlining the industry outlook, marketing strategy, and revenue and cost projections for the firm • Co-founded and managed the Export House achieving over $500,000 in annual sales • Tripled the company’s customer base through trade alliances, direct marketing and by promoting the company’s products in major industry trade shows • Developed a reliable network of over 20 large suppliers in a fragmented supply market • Trained in Export-Import Documentation from Foreign Trade Development Center, India
1996 – 1997 TATA CONSULTANCY SERVICES - Information Technology Company Noida, India Systems Analyst • Performed due diligence to analyze the Information system of a leading Australian bottler of Coca Cola for Year 2000 compliance • Estimated project requirements for Year 2000 conversion projects based on the number of man- hours, complexity of the source code and the nature of technology deliverables
ADDITIONAL INFO RMATION • Member of the third place winning team of J P Morgan- Chase M&A game • Designed Internet and Technology Group’s website • Member Cluster Volleyball team for intramurals. Enjoy Squash BRUNO BILIK 28 rue du cottage 542 West 112th Street, #7E F-21121 Fontaine-lès-Dijon New York, NY 10025 (33) 3-80-56-67-60 (212) 932-3846 [email protected] [email protected] EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, May 2002 Member: Investment Banking Club, Internet/High-Tech Club GMAT: 710 (99th percentile in Math) 1989-1994 ECOLE des MINES St-Etienne, France B.S. & M.Eng., Engineering. “Diplôme d’Ingénieur Civil des Mines” with a specialization in computing and telecommunications, May 1994 - Honors (GPA 3.7/4.0) Research internship at the University of Houston, TX: Master’s essay on “Improvements of computational speed for supercalculators” Management internship: MIS project manager at Total Minatome Corp., Houston, TX
EXPERIENCE 1999-2000 OPINION TECHNOLOGY Paris, France Start-up company developing communications technology to analyze customers’ opinions Co-Founder • Developed business strategy and business plan; initiated first contacts with venture capital firms • Negotiated specific agreements with linguistic laboratory to commercialize technology • Supervised development of technology; initiated first contacts with potential customer companies 1999-2000 GEMINI CONSULTING Paris, France Strategy Consultant - Telecommunications and High-Tech sector • Directed financial and strategic opportunity analysis to deploy customer loyalty program throughout distribution channels (20,000 points of sales) of a French wireless operator • Initiated high-level talks between a French wireless operator and major distributors to create joint- ventures 1995-1999 ERNST & YOUNG CONSULTING Paris, France Manager - Telecommunications and High-Tech sector • Created an ISP start-up, that received $25 million in first round venture capital financing – largest first round venture capital commitment in France at that time • Performed a market analysis to review product growth hypotheses of due diligence for the merger of Matra and Aerospatiale • Analyzed strategic and financial benefits of a new $100 million sales and ordering system for a large Belgian telecom operator • Conducted market analysis, designed and launched an Internet service in 34 countries for an international telecom operator • Designed, marketed and launched an international B2B e-commerce platform for a French telecom operator • Led a world-scale audit for the operations of an international telecom operator that improved revenue billing by 4% • Audited and reorganized three subsidiaries (multimedia, network infrastructure and wireless) of French telecom operator to increase their operating efficiency • Researched and implemented new opportunities for Ernst & Young in the Internet sector • Formulated an action plan to leverage telecom and high-tech synergies between Ernst & Young offices in Germany and France 1994-1995 CENTRE NATIONAL D’ETUDES SPATIALES France and French Guyana French Space Agency Assistant of General Inspector - Military Service • Managed telecommunication security between European partners and South American office
ADDITIONAL Native French speaker, fluent in English, conversant in German Enjoy history, photography and wine. Avid skier and traveler CARI BLECKNER 182 East 95th Street, Apt. 17H New York, NY 10128 (212) 860-0477 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member: Equity Research Club, Investment Banking Club, Columbia Finance Association, Columbia Women in Business
1992-1996 INDIANA UNIVERSITY Bloomington, IN BA with Distinction, Psychology, May 1996 GPA: 3.73, Dean’s List Member: Phi Beta Kappa, Golden Key National Honor Society, Psi Chi National Honor Society, Indiana University Honors Division
EXPERIENCE 1997-2000 ALLIANCE CAPITAL MANAGEMENT New York, NY Senior Analyst and Administrative Officer, Mutual Fund Performance Group • Managed four-member team responsible for all aspects of performance reporting for Alliance Capital’s domestic mutual funds and variable annuities • Analyzed and presented performance data to global sales and marketing teams • Directed data synchronization efforts among financial writing, graphic design, product development, mutual fund accounting, and legal departments for all marketing campaigns • Performed mutual fund market share analysis by state and distribution channel and produced quarterly report designed to target optimal sales force initiatives • Researched effective web site design and content within investment management industry and presented recommendations, which were later implemented, to senior management team • Awarded for superior performance by being named a firm Administrative Officer in 1999 • Selected as female business role model leader for “Take Our Daughters to Work Day” program
Junior Performance Analyst • Developed monthly and quarterly quantitative reports detailing net assets and cash flows, portfolio profiles, performance versus competitors and benchmarks, and performance attribution • Created marketing materials, including fact sheets, prospectuses, brochures, sales ideas, advertisements, shareholder reports, and portfolio managers’ presentations, applying fund and relevant benchmark performance data, rankings, portfolio characteristics, and legal disclosure
Coordinator • Maintained performance databases; calculated, reviewed, and analyzed results; and ensured accuracy and timeliness of data
1996-1997 REPUBLIC NATIONAL BANK OF NEW YORK New York, NY Consumer Banker/Management Trainee • Rotated through bank divisions for cross-training and earned early first-choice placement • Attended Republic University classes on product knowledge, sales techniques, and banking regulations in order to provide financial advice to customers regarding demand deposit, savings, and retirement accounts • Responsible for cross-selling banking products and services and troubleshooting in all areas of customer service
ADDITIONAL INFORMATION • Software Proficiency: Microsoft Office, Lotus 123, Morningstar Principia, Lipper Analytical New Applications, TowersData HYPO, HySales, Simfund, FactSet, FundStation, Vestek • Volunteer Figure Skating Instructor, Figure Skating in Harlem (1999-2000) • Hobbies: Running, Oil Painting JOSE ALEXANDRE C. BORGES 542W 112th St. # 6C, New York, NY 10025 (212) 665-7624 . [email protected]
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance / International Business – May 2002 Recipient: Board of Overseers Fellowship and Instituto Ling Scholarship Member: Investment Banking Club, Private Equity Club, and Latin American Business Association Scored 760 on GMAT Exam (99th Percentile) 1992 – 1995 UNIVERSIDADE FEDERAL DO RIO DE JANEIRO Rio de Janeiro, Brazil BA, Economics – Dec 1995 First in class of 160 students Awards: UNIBANCO prize for best academic performance; CAPES merit based scholarship Appointed Teacher’s Assistant in Statistics and Econometrics Worked 20 hours per week while attending school full time
EXPERIENCE
Summer 2000 IGFINANCE.COM.BR (CVC/Opportunity financial portal venture) Rio de Janeiro, Brazil CVC/Opportunity is one of the largest private equity and Internet investors in Brazil Product Manager – Financial Products Division
Managed development of first on-line portfolio management application in Brazil from design to final release
1995 – 2000 ESSO BRASILEIRA (EXXONMOBIL’S AFFILIATE) Rio de Janeiro, Brazil
Portfolio and Foreign Exchange Supervisor – Planning & Finance Department
• Modeled and implemented leveraged capital structure generating $5.52M in tax benefit in 2000 • Structured and executed private placement of Floating Rate Notes in European market totaling $210M • Led group of four in the incorporation of Mobil Brazil treasury activities – revenues of $125M • Selected as affiliate representative in creation of cash management center for Latin America in FL, USA • Analyzed and recommended bank products: key contact for banking relationship with seventeen banks
Financial Analyst – Planning & Finance Department
• Managed Pension Fund Investments ($54M in assets); proposed and implemented new management strategy and asset allocation, resulting in 52% return in ’99 vs. 12% average return in past 5 years
• Controlled Esso’s Cash Flow ($2.5B per year); modeled and prepared annual financial plan; reported financial results to senior management; recommended instruments for short and long term financing
Margin & Profitability Analyst – Financial Reporting Division
• Developed model to daily calculate profitability by product and region during price deregulation − Model became the critical strategic tool to rapidly detect and respond to market changes
• Analyzed deregulation effects on industry competitive patterns as member of cross-function task force − Recommendations resulted in creation of Anti-Dumping Division and new price strategy
1994 – 1995 BNDES (Brazilian National Bank of Economic and Social Development) Rio de Janeiro, Brazil
Intern – International Funding Department
• Participated and supported structuring of debt issuance of $400M in Eurobonds
ADDITIONAL
• Brazilian Citizen. Native Portuguese speaker, fluent in English, and conversant in Spanish • Proficient with spreadsheets, databases, graphics, and programming in MS Office applications • Senior High School year in Michigan, USA: selected for City All Star Soccer Team • Geographically flexible. Interests include soccer, team sports, traveling and photography Slav G. Botchkarev 500 Riverside Drive, #4K New York, NY 10027 Tel.: (212) 280-54 47 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA – Finance and International Business, May 2002 Awarded Russian President’s scholarship of $30,000 for academic achievements. Member: Investment Banking Club, Private Equity Club.
1996 – 1998 FINANCE ACADEMY OF GOVERNMENT OF RUSSIA Moscow, Russia DIPLOM (M.S. equivalent) – Finance, Securities, June 1998 Ranked in top 2% of the class. GPA 5.0/5.0. Simultaneously worked as VP Finance at S.T.I.N.G. Corporate management noted for inclusion in official History of Finance Academy of Government.
1990 – 1996 MOSCOW STATE UNIVERSITY Moscow, Russia DIPLOM (M.S. equivalent) – Laser Physics, January 1996 Offered full time job with most distinguished team in Russian Laser Physics (Letokhov Lab). Vice-President of High Tech Club. First Prize in University table tennis competition.
EXPERIENCE
1998 – 2000 AUTORUSS (Dealer of Daimler Benz and BMW) Germany, Russia, Turkey Chief Financial Officer • Negotiated supply agreements with domestic and international vendors and customers. • Conducted significant due diligence on three mergers and developed post merger integration plan. • Analyzed competitors’ financial position and related M&A activity in the industry. • Restructured two departments; hired, supervised and evaluated over 15 managers. • Awarded title of “Best Young Russian Top-Level Manager” by IREX, USA and Management Councils of Germany, Great Britain and Japan.
1997 – 1998 S.T.I.N.G. (Part of the Russian Oil Group; 900 employees) Russia, Ukraine Vice President Finance • Supervised financial and legal departments; oversaw 18 staff economists and accountants. Administered several subsidiary units involved in joint projects with Russian oil companies. • Created and implemented financial and legal programs resulting in a 19% tax savings. Prepared budget and financial performance reports and forecasts for top management.
1995 - 1997 NEFTECHIMBANK (Leading Russian Bank in Oil Industry) Moscow, Russia Project Manager • Evaluated prospective investments for $30 M fund started by World Bank and EBRD. Restructured back office and credit review procedures with Arthur Andersen and PriceWaterhouse. • Made investment decisions for $45 M fund, started by Neftechimbank, World Bank and EBRD. Worked closely with clients to tailor optimal financing solutions. • Managed over 20 teams (5 to 30 people each) working on consulting and investment projects.
Senior Officer Moscow, Russia • Analyzed financial and operational performance of clients; advised senior management on tax and financing issues. • Built and maintained long-term relationships with senior executives of major oil corporations. Assessed risk and credit quality of commercial loan projects; appraised commercial real estate. • Structured terms and conditions for commercial loans to major oil and building companies. Promoted to Project Manager in 6 months; only officer in 4 years selected for early advancement.
1993 - 1995 BODENS (Diversified food company) Moscow, Russia Founder & CEO • Owned and managed business with 12 employees while enrolled as full-time student. • Sold company after graduation for profit of $40,000 on $2,000 initial investment.
ADDITIONAL Native Russian speaker. Fluent English, basic knowledge of German (resident for 6 months). Skilled in numerous software packages & operating systems. Authored publications on HR issues. Guest lecturer at Finance Academy of Government of Russia. Hold Conflict Resolution Diploma. Ranked 2nd in high school class of 120. Traveled extensively during the last 5 years. Enjoy tennis, chess (earned highest non-professional status). Played volleyball for Moscow Region Team.
ARIEL BOYMAN 200 West 60th Street, Apt. 5C New York, NY 10023 (212) 957-6580 [email protected]
EDUCATION 1999 - 2002 COLUMBIA UNIVERSITY New York, NY COLUMBIA BUSINESS SCHOOL MBA, Finance / Management, May 2002 Member, Investment Banking, Private Equity, Technology, Basketball and Tennis Clubs; elected cluster social representative; selected to chair private equity conference panel th GMAT: 710 (97 percentile)
SCHOOL OF ENGINEERING AND APPLIED SCIENCE Completed 18 credits towards Master’s Degree in Computer Science - GPA 3.9 / 4.0
1991 - 1995 THE UNIVERSITY OF MICHIGAN Ann Arbor, MI Bachelor of Business Administration, May 1995; concentration in Finance Overall GPA 3.5 / 4.0; GPA in concentration 3.8 / 4.0; Class Honors recipient
EXPERIENCE Summer 1999 INTERNAP NETWORK SERVICES CORPORATION Seattle, WA Intern • Led five-person team in creating five-year business forecast, through analysis of InterNAP’s business strategy, technologies, operations and market opportunities • Presented forecast to investors, investment bankers and analysts during $220 MM IPO process • Analyzed business model to determine meaningful operational and financial metrics and potential deployment efficiencies; presented recommendations to senior management
1998 - 1999 ABN AMRO PRIVATE EQUITY Chicago, IL Associate • Performed business and valuation analyses and made recommendations for potential investments primarily in information technology (IT) and communications industries • Conducted extensive company and industry due diligence, including market research, competitive analysis and management and customer reference checks • Created investment memoranda and assisted in transaction structuring and documentation • Sourced and worked extensively on three $3 MM - $5 MM investments
1996 - 1998 SALOMON SMITH BARNEY INC. Tel Aviv, Israel Financial Analyst – Technology Investment Banking Group • Contributed to execution of eight capital raising and M&A transactions, ranging in size from $23 MM to $300 MM, primarily for IT and communications companies • Performed due diligence, generated valuation and other financial analyses and prepared internal and external transaction documentation • Managed relationships with over 50 public and private Israel-based technology companies
1995 - 1996 BEAR, STEARNS & CO. INC. New York, NY Financial Analyst – Financial Institutions Group • Contributed to execution of four completed transactions, including $75 MM convertible debt offering, $125 MM follow-on equity offering, $166 MM acquisition and $2 BN IPO • Selected to work with Bear Stearns’ Strategic Structuring Transactions Group on development, analysis and marketing of tax-advantaged security for limited partnerships
ADDITIONAL INFORMATION • Organized and led delegation of US-based venture capitalists on week-long trip to Israel • Volunteered in Patient Services Program at Northwestern University Hospital in Chicago • Fluent in Hebrew; basic knowledge of French • Interests include basketball, soccer, tennis, golf, travel, writing and entrepreneurship
RICHARD C. CASE 155 E. 73rd St., PHS, New York, NY, 10021 H 212.472.8083 [email protected] EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Elected: Cluster Academic Rep; Elected: AVP of Technology, Investment Banking Club Member: Hockey Team GMAT: 710 (97th Percentile)
1993-1997 YALE UNIVERSITY New Haven, CT BA, Anthropology (GPA 3.44) Meeker Prize for the best analytical essay Researched and wrote legal paper in Scotland using statistical analysis of early court records
Summer 1996 HARVARD UNIVERSITY Cambridge, MA Semester coursework in digital and multimedia communications (GPA 4.0)
EXPERIENCE 1999-2000 BERENTER GREENHOUSE & WEBSTER New York, NY Copywriter • Pitched specific projects and agency services to clients and prospective clients • Part of small team creating and managing national advertising campaigns with up to $10 million in billings and production budgets as high as $400,000 • Actively participated in internal and client meetings to determine strategic direction of client brand positioning • Created high-risk ad campaign and steered it through regulation with the goal of increasing the client’s market share
1998-Present PROFESSIONAL RODEO COWBOYS ASSOCIATION Various Locations Contestant, Saddle Bronc Riding • Compete in professional rodeo; rode 1998 Circuit Horse of the Year to buzzer • Also, get thrown a lot
1998-1999 J.A. JONES-GMO New York, NY Communications Manager • Oversaw internal and external communications of 200-person construction firm • As junior member of a three-person team, helped to prepare proposals and pitches that brought in $1 billion in new business • Responsible for design, writing, and production of marketing media under tight deadlines • Expanded role to meet the needs of a growing company (e.g., communications support of a $330 million project for Continental and a $50 million project at New York Public Library) • Worked with engineers to create site logistics plans; in some cases, planned some parts myself
1997-1998 NORTHFORK DESIGN Bozeman, MT Creative Director • Founder of a graphic and web design firm • Managed relations and schedules with clients in LA, DC, NY, Wyoming, and Montana • Steered entire project from client pitch to design through revisions to final production • Co-creator of a site nominated for “Cool Humor Site of the Year”
ADDITIONAL INFORMATION • Summer job as a research assistant in the Reference Room of the SEC retrieving pre-EDGAR filings • Computer proficient (Excel, Word, PowerPoint, Access, networking, prepress) • Enjoy tennis, hockey, skiing, hiking and sculpture • Appeared on numerous TV game shows ARLENE A. CHANG 215 West 95th Street, Apt. 3P New York, NY 10025 (212) 222-8918 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002. GMAT: 700 (98th Percentile). Member of Investment Banking Club, Private Equity Club, Columbia Women in Business.
1992 – 1996 MASSACHUSETTS INSTITUTE OF TECHNOLOGY Cambridge, MA BS, Management, Concentration in Finance, Minor in Mathematics, June 1996. GPA: 4.6/5.0. Member of MIT Varsity Volleyball Team. (Qualified for NCAA Division III tournament in 1994).
EXPERIENCE 1999 – 2000 E.M. WARBURG, PINCUS & CO., LLC New York, NY Private Equity / Venture Capital Financial Analyst: Health Care Group • Analyzed and executed leveraged buyouts and growth capital financings for various health care services and biotechnology companies. • Evaluated business attractiveness and financial viability based on sales memoranda and business plans. • Performed extensive due diligence, and conducted industry and market analyses. • Developed detailed pro forma financial models for leveraged buyouts and mergers with existing portfolio companies under complex financing scenarios. • Worked directly with attorneys, investment bankers, and senior management team to coordinate successful execution of transaction. • Prepared investment memoranda for venture operating committee and quarterly review meetings. • Assisted management team of portfolio companies with post-transaction activities including financial forecasts, stock option plans, and escrow issues. Selected Transaction Experience: - $140 million recapitalization of Wright Medical Group, and subsequent acquisition of Cremascoli Ortho Group for $57 million. - $100 million preferred stock investment in Transkaryotic Therapies, Inc.
1996 – 1999 BEAR, STEARNS & CO. INC. New York, NY Investment Banking Financial Analyst: Health Care Group • Analyzed and facilitated execution of mergers and acquisitions, equity and debt financings in various areas of the health care sector. • Constructed detailed pro forma models for mergers and acquisitions, leveraged buyouts and recapitalizations, and various financing scenarios. • Valued companies utilizing precedent transactions, comparable companies, and discounted cash flow analyses. • Actively participated in due diligence process. • Prepared memoranda for internal valuation, equity and debt commitment committees. • Selected by Investment Banking Department as instructor of financial modeling training class for incoming associates. • Ranked in highest tier of analyst class in all three years. Selected Transaction Experience: - Sale of Extendicare Health Services’ institutional pharmacy assets to Omnicare for $265 million. - BlueCross BlueShield of Maryland’s $650 million merger with BlueCross BlueShield of the National Capital Area.
PERSONAL Recreational interests include volleyball, tennis, piano, and traveling. Conversant in Chinese (Mandarin). Canadian / United States dual citizenship. KAREEM B. CHIN 77 Park Avenue, Apt.# 132 Hoboken, New Jersey 07030 Phone: (201) 798-8778 E-mail: [email protected]
Education COLUMBIA UNIVERSITY New York, NY 2000 - 2002 Graduate School of Business MBA, Finance, May 2002 Member: Investment Banking Club, Real Estate Association, Black Business Student Association.
1992 - 1996 STATE UNIVERSITY OF NEW YORK AT ALBANY Albany, NY BS, Business Administration (Finance & Management), May 1996 Dean’s List, 2 semesters. Spelman Award for Academic Achievement. Treasurer, Alpha Phi Alpha Fraternity, Inc. – Rho Sigma Chapter. Intern, INROADS/NYC.
Experience: IWHISPER.COM New York, NY 1999 to Present Chief Financial Officer, Treasurer, and Co-Founder • Developed business model, as a member of the Management Team, for a vertically integrated portal targeting African-American women. • Solicited venture capital and angel investors for seed financing. • Responsible for developing proprietary financial models used to forecast revenue. • Performed detailed market study on the use of the Internet by African-American women. • Managed daily financial and accounting activities.
1997 to 2000 METROPOLITAN LIFE INSURANCE, CO. New York, NY Investment Analyst, Real Estate Investments - Mortgage Investment Management • Originated and underwrote approximately $100 million in mortgages and refinances with new and existing borrowers. • Restructured existing loans in portfolio with outstanding balances of $70 million. • Managed a loan portfolio totaling approximately $500 million, consisting of 55 loans. • Negotiated MetLife mortgage loan applications and related legal documentation. • Mortgage servicing responsibilities include: property inspections, annual mortgage ratings, and implementing approved strategies for the resolution of delinquent and potentially delinquent loans.
1996 to 1997 Investment Associate, Real Estate Investments - Portfolio Research & Management • Generated reports on the mortgage portfolio on a weekly, monthly, and quarterly basis for Senior Management. • Managed the transition of mortgage portfolio reports to a database format for more efficient tracking and reporting. • Produced progress reports on integration of the New England Financial’s mortgage portfolio during 1996 merger for Senior Management.
Summer Summer Associate, Real Estate Investments - Mortgage Investment Management 1994/1995 • Performed demographic research on target markets for the production of a matrix, which is utilized to determine appropriate spreads for proposed commercial mortgage transactions. • Conducted a study for Portfolio Research and Management on default-risk indicators. • Detected and assessed impaired loans in MetLife mortgage portfolio.
Additional • Computer Skills: Microsoft Office Suite, Argus Financial Software • Enjoy exercising, web-surfing, music, pets, and sports.
TODD A. COMBS 414 West 120th Street #401 New York, NY 10027 (917) 584-6313 [email protected]
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and International Business, May 2002 GMAT 700 (97th percentile) Investment Banking Club, Investment Management Club, Private Equity Club, High Technology Club
1989 – 1993 FLORIDA STATE UNIVERSITY Tallahassee, FL BS, Finance and Multinational Business, Minor in Psychology, August 1993 Dean’s List two consecutive years, Florida Academic Scholar, PBA Academic Scholar
EXPERIENCE
PROGRESSIVE INSURANCE CO. Tampa, FL 1999 – 2000 Assistant Product Manager Developed complex business models involving trend analysis, channel margins, market segmentation, renewal incentives, acquisition fees, agent incentives, electronic funds transfers, and bill plans Managed $500M in premiums across agent, direct, and internet channels Improved top-line growth 12%, profitability 7%, retention 30%, reduced arbitrage 80% Forecasted revenues and expenses in association with P&L responsibility Valued potential agent rollovers using profitability algorithms and Monte Carlo simulations Directed sales and claims managers regarding agent product behavior and claims trends Developed product design for GPS based rating device resulting in a patent and Business Week article
1996 – 1999 Senior Pricing Analyst Advised General Management on performance indicators: profitability, growth, rate levels, financial reserves, forecasting, retention, expenses, trends, competitor actions, and strategic product initiatives Priced $1.15B in annual written premium Increased new premium growth 28%, profitability 5%, achieved 45% shift to preferred business Led company-wide product rollout and cross-functional team consisting of General Management, regulatory arms, R&D, programmers, sales managers, agents, and pricing Created forecasting models with multi-variate regression for channel and market-specific P&L analysis Successfully negotiated settlements with regulatory departments concerning pricing methodologies Received two promotions in ten-month span
STATE OF FLORIDA DIVISION OF BANKING AND FINANCE Tampa, FL 1994 – 1996 Financial Analyst Directed CFO’s, Controller’s, and Federal authorities regarding regulatory compliance and fraud Regulated companies in the financial services, technology, medical, and manufacturing arenas Analyzed trust funds, legal agreements, retirement/benefit plans, self-insurance packages, etc.
1993 – 1994 Securities Analyst Tallahassee, FL Managed $35M, 800-issue stock and mutual fund portfolio Designed tracking system for transactions that reconciled three years of inactivity
PERSONAL
Mentor of over a dozen fellow pricing actuaries Interests include personal investing, international travel, basketball, tennis, amateur triathlons, chess United Way Hands on Tampa, Mayor’s Beautification Program, K-Swiss Tennis League, Tampa Bay Sports League, FSU Alumni Association, Seminole Connection Member SHANNON K. COWHERD 788 Riverside Drive, Apt 9AA New York, NY 10032 (212) 368-1880 [email protected]
EDUCATION COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Robert A. Toigo Fellow Member: Investment Banking Club –elected officer, Sales and Trading Club, Columbia Women in Business, Black Business Student Association
WELLESLEY COLLEGE Wellesley, MA BA, Mathematics, May 1991 Member: National Society of Black Engineers, Dorm Crew Team
EXPERIENCE CITIGROUP New York, NY 1999 - 2000 AVP, North America Cards • Developed and maintained the $110MM SONY and UCS Card acquisition budget • Collaborated with Teams to determine “offers” and appropriate mail campaigns • Analyzed program performances, presented findings/recommendations to the CFO • Oversaw monthly forecasting and book close processes, managed 3 analyst
1997 –1999 Financial Controller, Global Corporate Bank-O&T • Created automated excel/access databases to effectively and efficiently manage and report variance analysis, accruals, reforecast and perform ad hoc scenario analyses • Developed/maintained $305MM technology expense budgets, member 6 Sigma team • Prepared, analyzed and then tracked major expenditure proposals
1996 – 1997 BLOOMINGDALE’S New York, NY Senior Capital Budget Analyst • Modeled financial pro formas for new stores, closings, and remodel projects • Managed the $20MM capital budget and prepared the 3-yr business plan and the 2-yr financial plan, forecasted sales, margin, expense and EBIT, tracked projects • Presented findings/suggestions to CFO, President, CEO, Board for decision making • Maintained general ledger, evaluated expenses for savings opportunities
1993 – 1996 FEDERATED DEPARTMENT STORES, INC Cincinnati, OH Capital Budget Analyst • Managed $750MM budget, evaluated capital requests and business plans submitted by the 7 divisions • Analyzed and compiled data to aid Management with the decision to acquire Horne’s, Broadway and Macy’s • Revised their financial template and devised a project performance tracking model • Compiled data for SEC filings and the Annual Report
1991 – 1993 BLOOMINGDALE’S New York, NY Manager, Executive Training Program • Manage sales staff, merchandising, analyze daily business, customer service
Summer 1990 PROCTER & GAMBLE Cincinnati, OH Research Engineer • Designed and tested prototype products, evaluated manufacturing process ADDITIONAL The YMCA Black Achievers Award, American Red Cross-Trained Safety Instructor N.S.B.E and A.K.A Sorority Inc- Fundraising Chairperson, Regional Steering Board Enjoy cliff diving, bungee jumping, river rafting, painting and writing horror screenplays Access, Excel (macros), SQL BENJAMIN COX 549 Riverside Drive #3L New York, NY 10027 917-734-1449 [email protected]
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and International Business, May 2002. Elected Representative to The Bottom Line newspaper. Investment Banking Club and Ski Club.
1993-1996 MICHIGAN STATE UNIVERSITY, James Madison College East Lansing, MI Honors Double BA in International Relations and Political Economy, achieved in three and one half years. Self-financed education: 30 hours/week. Dean’s List. Phi Beta Kappa.
Summer 1995 UNIVERSITY OF THE WEST INDIES South America & Caribbean Completed economic and political analysis program. Authored evaluative research paper.
Summer 1994 CAMBRIDGE UNIVERSITY, St. Catherine’s College Cambridge, UK Produced written coursework in historical political thought and British international relations.
EXPERIENCE
1999-2000 HSBC MARKETS, LTD. London, UK Global Asset Backed Finance, Associate • Contributed to all executional aspects of ABS transactions, including rating agency and bond insurer presentations, due diligence, swaps, market pricing, and financial analysis. • Communicated and marketed financing ideas through daily contact with corporate managers throughout the US, Europe, Latin America and Asia. • Led client teams in deal road shows and investor presentations, including the conducting of investor one-on-one and luncheon meetings. • Worked on transactions ranging from $4 billion to $40 million, including: CLO, credit card, MBS/CMBS, future flows, auto, export receivables, and intellectual property asset classes. • Constructed financial models for cash flow stream valuation and transaction benchmarking. • Assisted in departmental business planning, as well as analyst recruiting and training.
1996-1998 HSBC SECURITIES, INC. New York, NY Global Asset Backed Finance, Analyst (1997-1998) • Acquired significant knowledge in bringing both US and non-US asset backed issuers to the global capital markets, specifically in cross border transactions. • Coordinated cross-functional intercontinental teams to support product and business initiatives. • Developed financial models, conducted due diligence, and drafted offering documentation. • Originated, researched, and presented comprehensive analysis of Hong Kong mortgage market.
Debt Capital Markets, Intern (Summer 1996) • Worked directly on fixed income trading floor for debt origination, asset backed trading, mortgage trading and US Treasury trading desks. • Prepared new business pitch books, management presentations, and legal documents. • Maintained extensive transaction and client information databases.
Summer 1995 UNITED STATES SENATE Washington, D.C. Senator Carl Levin, Legislative Intern • Prepared briefings, covered press conferences/hearings, and drafted constituent correspondence. • Analyzed the implications of international trade and globalization on the US economy.
ADDITIONAL
• NASD Series 7 and 63 licenses, as well as equivalent UK certification. • French: intermediate reading and writing skills; basic conversational skills. • Microsoft Excel, PowerPoint, Word, Internet applications, and Bloomberg proficiency. • Traveled extensively throughout Europe, Latin America, Asia, and the United States. • Enjoy playing football, basketball and softball, backpacking, movies, and chess. Bruce R Crane 400 W 119th Street, #5N New York, NY 10027 (212) 749-6342 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA – Finance, May 2002 Clubs - Investment Banking, Latin American Business Association, Squash GMAT: 700 (97th percentile)
1991 – 1996 LEHIGH UNIVERSITY Bethlehem, PA BS – Civil Engineering, May 1996 Minor – Economics Summer 1995 CZECH TECHNICAL UNIVERSITY Prague, Czech Republic Courses: Emerging Markets; European Economic Integration Summer 1993 FRANCISCO MARROQUIN UNIVERSITY Guatemala City, Guatemala Course: Third World Economic Development
EXPERIENCE 1996 – 2000 FOSTER WHEELER CORPORATION SINCOR Oil Refinery-Coker Division (1998 - 2000) Puerto la Cruz, Venezuela Subcontract Administrator • Directly supervised scheduling, progress and payments for the three main Venezuelan subcontractors involved in the construction of a $350 million Coker for a grassroots oil refinery while dealing with harsh working conditions, frequent labour unrest and changing political and economic climates. • Analysed contract conditions and prices while evaluating inflation/currency fluctuations in order to determine most favourable bids and assisted in making subsequent awards. • Prepared and presented various work packages to prospective bidders prior to construction. ASiMI Silicone Process Plant (1997 – 1998) Butte, Montana Field Engineer • Controlled compliance of civil, structural, and mechanical systems in accordance with drawings and specifications for a $1.2 billion polysilicone production facility. • Resolved design and fabrication problems, either through on-site engineering or home office coordination. • Assisted in supervising and directing over 1500 craft personnel. FP&L Boiler Megahaul (1996) Ft. Myers, Florida Field Engineer • Interpreted and coordinated implementation of over 150 new drawings and specifications. • Provided technical supervision to over 300 craft personnel.
1993 IBM CORPORATION IBM de Venezuela Caracas, Venezuela Intern • Worked on documentation for FPLUS system, a FORTRAN-based programming environment for use by scientists and engineers. ADDITIONAL INFORMATION • Bilingual (English & Spanish) • Dual Citizenship – USA & Venezuela. • Active volunteer for Street Squash (targeted at youth’s scholastic & squash skills). • Successfully managed and traded personal portfolio during the last 5 years. • Avid photographer – extensive European exposure. • Enjoy sailing & woodworking.
ROBERTO DEAMBROGIO Via Pinerolo, 24 100 Morningside Drive, Apt. 1H 20151, Milan, ITALY New York, NY 10027 Phone: +39-02-48203788 Phone: 212-866-2547 E-mail: [email protected]
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, May 2002 Member: Investment Banking Association, Private Equity Club, Tennis and Soccer Club, NOVA (Association of Italian Students and Alumni of US Business Schools). Cluster representative. GMAT: 710 (96th percentile).
1993-1998 BOCCONI UNIVERSITY Milan, Italy BA Magna cum Laude, Economics, February 1998. G.P.A 4.0, Award for Best Graduates of the Year (top 2% of class).
1996 UCLA, University of California Los Angeles Los Angeles, CA Exchange program (G.P.A. 4.0).
EXPERIENCE
1998-2000 BAIN & COMPANY, INC. Milan, Italy Senior Associate Consultant • Worked autonomously and in small teams with Bain Partners and Managing Director. Reported analyses and recommendations to client top managers. Coordinated junior consultants and joint client-consultant teams.
Insurance Industry • Implemented e-commerce strategy for a multinational top-tier European Insurance Company. Wrote the business plan and created content for the web site (B2B and B2C, investments forecast $100 million). • Negotiated contracts with service and product suppliers. • Assessed strategic joint ventures and acquisition opportunities with Bainlab and a top tier investment bank.
Automotive and Motorbikes Sector • Implemented cost reduction project (global sourcing and target costing issues) for a world class Italian car producer. Saved $200 million. Enhanced industrial operations (product design and supplier management). • Designed Auditing and Budgeting Process, spending significant time at client sites in Brazil and Turkey. Coordinated three international Bain teams. • Performed due diligence for a major venture capital firm on the acquisition of a multinational producer of car and motorbike components ($400 million deal).
Fashion Sector • Reorganized the commercial network of an internationally known Italian company (100 agents in Europe). • Developed a commercial policy to expand the business into new foreign markets. Increased sales by 20% in one year. Designed financial projection models to evaluate investments in the German market.
Travel and Leisure Sector • Wrote business plan, evaluating possible synergies and cross-selling opportunities. • Coordinated post acquisition process in $400 million acquisition of travel agency chain.
Industrial Appliances Sector • Performed due diligence ($500 million deal) on three business units of a global company. • Identified strategic actions to optimize business portfolio and increase shareholder value.
1997 PIRELLI S.p.A. Milan, Italy Assistant Strategic Planning Manager • Performed a competitive benchmarking project focusing on Eastern Europe for Pirelli Managing Director. • Conducted extensive interviews of local dealers and suppliers.
ADDITIONAL INFORMATION
Hold EU work permit. Native language Italian, fluent in English and French, both oral and written (several experiences of working and studying abroad), basic level of Spanish. Proficient in spreadsheets (Excel and Access) and modeling, word processors, MS Project. Enjoy sports (tennis and French boxing trainer), volunteer work, travelling and cooking.
Marc J. Del Bene 317 W. 105th St. Apt 2B New York, NY 10025 (212) 662-6119 [email protected] EDUCATION 2000-2002 Columbia Business School New York, NY MBA, Finance and Management, May 2002 Vice President: European Club; Member: Investment Banking Club, Private Equity Club GMAT: 730 (98th percentile)
1997-1998 The London School of Economics and Political Science (LSE) London, UK Graduate Degree in Sociology, July 1998 Academic Distinction - Graduated first in program Assistant Editor of The Orbiter – LSE’s Journal on Law and Society Extensive course work in research methodology
1991-1995 The Wharton School (University of Pennsylvania) Philadelphia, PA BS in Economics, May, 1995 Graduated cum laude, Dean’s List Istituto Commerciale Luigi Bocconi, Spring Semester 1993 Milan, Italy
WORK EXPERIENCE 1998- 2000 Bainbridge, Inc. New York, NY MARKET RESEARCH AND CONSULTING San Diego, CA Director . Helped founders grow company from 3 to 16 employees without recourse to external funding . Led over 15 $40,000 - $150,000 projects for clients such as Microsoft, Toyota, Abbott Laboratories and Cognis . Analyzed market dynamics, identified growth opportunities and screened acquisition targets for clients with expansion needs . Specialized in performing in-depth due diligence research . Prepared business plan for AngelSeeds.com, a new venture that helps female entrepreneurs secure early stage capital funding via the Internet . Hired, trained and managed five analysts
1995 – 1996 Markowitz & McNaughton, Inc. Reston, VA MARKET RESEARCH AND CONSULTING Analyst . Worked with business development teams to draft market entry strategies, launch new products, and refocus clients’ overall strategic direction . Completed detailed competitive intelligence and benchmarking studies . Cold called and conducted hundreds of interviews with high-level executives
1992 -1994 Bain Cuneo e Associati Milan, Italy MANAGEMENT CONSULTING Summer Intern . Performed valuation analyses using financial models . Wrote profiles of potential strategic partners for clients interested in M&A opportunities in Italy
ADDITIONAL INFORMATION . US and EU citizenship . Native speaker of English and Italian; proficient in French . Volunteer for I-PREP, a program that helps people on welfare find jobs PAUL M. DELANEY 529 West 111th Street, Apt 41 New York, NY 10025 917-734-8575 / 212-865-1834 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL, New York, USA
MBA, Finance, May 2002. GMAT: 710 (98th percentile). Clubs: Investment Banking, Private Equity, Sailing, Squash, Wine Society. Features writer for Columbia Business School student newspaper The Bottom Line.
1989 – 1993 UNIVERS ITY OF AUCKLAND, Auckland, New Zealand
BCom (equivalent to a BS in business), Economics, November 1992. BA (completed on the BCom BA dual degree program), History, November 1992. Diploma in Commerce, Finance and Accounting, November 1993.
EXPERIENCE 1997 – 2000 THE WALT DISNEY COMPANY, London, United Kingdom
(Buena Vista Home Entertainment division; animated and feature film video distribution)
UK Senior Finance Analyst (1998 – 2000) • Prepared forecast of annual UK retail financial results (US$150m turnover) every month for corporate headquarters in Burbank, California. • Reviewed and corrected monthly accounting results and analyzed customer account profitability. • Analyzed marketing campaign plans and made recommendations to UK Finance Director. • Developed strategic planning recommendations for senior management regarding market segments, packaging, and title availability. • Performed forecast and “post-mortem” analysis of national promotions. • Chaired UK’s financial forecasting meetings, attended by senior UK management. • Analyzed proposed royalty agreements for acquired titles (e.g. Sesame Street); compiled UK division budgets and Five Year Plans. • Supervised three analysts.
European Information Services (IS) Management Accountant (1997 – 1998) • Budgeted for European IS support (US$12m) and capital projects (US$5m); presented to management. • Made capital investment recommendations to management using Net Present Value analysis. • Forecasted annual expenditure on support and capital projects. • Designed and implemented new invoicing procedures for IS suppliers resulting in cost savings. • Administered and approved IS purchasing up to £10,000 (US$16,000).
1994 – 1996 KPMG, Auckland, New Zealand
Senior Accountant • Performed valuation research and prepared reports on privately-held companies for review by Corporate Finance partner. • Prepared financial statements for companies, trusts, partnerships, and trust partnerships. • Prepared tax returns and planned entity tax allocations to minimize group tax liabilities. • Wrote articles for my division’s quarterly newsletters to clients. • Presented staff training sessions and created course material.
ADDITIONAL Qualified Chartered Accountant (British Commonwealth equivalent of US CPA qualification) Dual citizenship: Ireland and New Zealand Trustee of organization in London helping individuals with learning difficulties (1999 – 2000) Travel in Europe and US during 1996 – 1997 Student Work Abroad Program (SWAP) in the US during 1993 – 1994 Enjoy sailing, snowboarding, rugby, music, cricket. Diego Alberto ALVAREZ DEMALDE 435 W. 119th Street, Apt #8M New York, NY 10027 212-864-4603 [email protected]
EDUCATION 2000 - 2002 COLUMBIA BUSINESS SCHOOL New York MBA – Finance & Entrepreneurship – May 2002 Member – Latin American Business Association, Private Equity Club, Investment Banking Club, Soccer Club
1992 - 1997 SCHOOL OF ENGINEERING - UNIVERSITY OF BUENOS AIRES Buenos Aires, BS – Industrial Engineering Argentina Elected assistant professor "Ad honorem" for Industrial Engineering Thesis/Field Work
EXPERIENCE BOOZ ·ALLEN & HAMILTON Latin America 1998 - 2000 Senior Consultant • Formulated the regional Internet strategy for Telecom Argentina (JV - France Telecom and Telecom Italia) • Organized an innovation seminar for top management of a leading wireless telecommunications group in Latin America. Conducted main analyses and led discussions within one of the working teams • Performed valuation work for the sale of collections subsidiary of a major financial company • Assessed footprint alternatives for SC Johnson in South America, modeling and analyzing pro-formas • Conducted a competitive intelligence assessment analyzing major competitors for Aetna International in Latin America. Focused on their business portfolios, entry and growth strategies and key performance indicators • Led a client team to redesign key business processes for a major Healthcare company in Argentina • Organized a seminar for leading corporate managers, entrepreneurs and local investors of the Internet industry • Developed the presentation on Booz Allen’s Internet Vision in Argentina, which was presented at the Argentine Telecommunications Chamber Conference • Active in corporate recruiting, sanitization and upload of project results and the development of a training program for entry consultants (in valuations and market assessment)
1996 - 1997 CITIGROUP Buenos Aires Marketing Analyst, Lending Products Business Unit, Citibank Consumer Banking • Priced existing and developed new lending products based on profitability analyses • Managed US$ 2M publicity campaigns, which included direct marketing actions • Developed internal training program for telemarketing reps and mortgage sales force • Led a new incentives program for the mortgage sales force which resulted in achievement of annual sales goal • Provided interviews to local press about the competitive situation in the mortgage industry • Negotiated contracts with key marketing providers including designers, advertising companies and newspapers
1992 - 1996 ARDIF SRL Buenos Aires Director of the Company -- Car parking family business • Responsible for business operations and finance, increasing sales by 40% through the development and implementation of a revised marketing strategy • Managed ten employees
ADDITIONAL INFORMATION • Native Spanish, fluent English, intermediate German, intermediate Portuguese, basic French • Visited multinationals, local companies and government institutions throughout Asia as a personal initiative • Lectured in the Engineering School of the University of Buenos Aires about Southeast Asia economies • Started up an alumnae network to raise funds for frontier schools and homeless argentine children institutions • Traveled to more than 30 countries around the globe • Captured the Under-21-year-old Argentine national rugby championship • Nacional Buenos Aires Alumnae Soccer Team – captain and metropolitan champions • Seminars: Valuations (in-house, Booz Allen, 1999), Market Assessment (University of Buenos Aires, 1997), Negotiation (1996), New Sales Channels in the Real Estate Industry (Citibank, 1996)
KORI R. DENNIS 101 Route 5, Unit 303 Edgewater, New Jersey 07020 201-886-2181 [email protected]
Education COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Chase Manhattan Bank Fellowship Recipient Member; Management Consulting Association, Black Business Students Association, The Chazen Institute of International Business Excel Language Program; currently studying Spanish CORNELL UNIVERSITY New York, NY BS, Operations Research and Industrial Engineering, May 1996 Fleet National Bank Scholarship Recipient, C. Roger Wilson Leadership Award, Exxon Leadership Award Elected; President, Kappa Alpha Psi Fraternity; Vice President, National Society of Black Engineers Financed education by working 20-25 hours per week as the student manager of a campus cafeteria. Supervised, hired and scheduled 10 workers and managed the daily operations of the cafeteria. Experience 1996-2000 MERRILL LYNCH & CO. New York, NY ASSISTANT VICE PRESIDENT, Equity Trading Technology • Improved the global trading process by utilizing the Financial Information Exchange (FIX) messaging protocol to distribute real-time market data. • Designed the Indications of Interest (IOI) application which electronically notified institutional clients of the firm’s interest in trading equities; as a result, improved Merrill’s visibility in the market by establishing connectivity to 90 new institutional clients. • Programmed the core components of the IOI application using C, C++ and Java. • Designed and programmed the International Order Management System which electronically routed orders from international institutional clients directly to the firms position traders. • Coordinated the design, development and implementation of these applications throughout various parts of the world, including the United States, London, Tokyo, Hong Kong and Singapore. • Managed a team that was responsible for all enhancements, testing and support of these applications. • Worked closely with senior management, clients and internal technology teams to evaluate, analyze and prioritize the firm’s global electronic trading needs. • Selected by senior management to receive the Merrill Lynch Special Achievement Award for dedication to the firm’s principles.
ANALYST, Technology Leadership Training Program • Selected out of a national pool of applicants to participate in the company’s six month intensive business and technology leadership training program. • Developed technical, teamwork and leadership skills through classroom training and real-world projects. 1995 FIRST USA BANK Wilmington, DE SUMMER OPERATIONS RESEARCH ANALYST, OPERATIONS RESEARCH GROUP • Participated in the development of a computer application that facilitated payment collections by predicting delinquent card member behavior and formulating strategies to collect on these accounts. • Analyzed data to assess how delinquent credit card customers would respond to different collection policies and then, automated the collection letter process based on my conclusions. 1991-1994 NEW ENGLAND POWER SERVICE COMPANY Westboro, MA SUMMER OPERATIONS RESEARCH ANALYST, OPERATIONS AND ENGINEERING • Automated a work order process that improved the accuracy and efficiency of retail operations by reducing the time spent manually preparing work requests, crew assignments and stock orders. • Provided hardware, software and technical support to the company’s three thousand computer users. Professional Licenses • Series 7 - General Securities Representative Examination • Series 63 - Uniform Securities Agent State Law Examination GUILLAUME DETRAIT 526 W. 112th Street, Apt. # 32 New York, NY 10025 (212) 749-6949 [email protected]
EDUCATION 2000 – 2002 Columbia Business School New York, NY MBA - Finance / Management - May 2002 Member: Investment Banking Club, European Society and Tennis Club.
1989 – 1993 Ecole Supérieure de Commerce de Reims Reims, France Bachelor degree in Business Administration with honors - July 1993 Member: Distinguished Leaders Lecture Series and Soccer Club.
EXPERIENCE 1997 – 2000 KPMG LLP Los Angeles, CA Audit Manager Project Management Managed all aspects of the audit process for statutory audits, SEC filings and due diligence reviews primarily in consumer goods and service industries, including: • Audit of Nestlé USA, largest project at KPMG Los Angeles, with a 13-person audit team and a $2 million work plan. • $7 million private placement and Initial Public Offering of The Neptune Society, Inc. • Quarterly and annual filings of Skechers USA, Inc. Business Development • Significantly improved key client relationship resulting in $200,000 of additional work related to a subsidiary carve-out of a multinational corporation. • Interacted regularly with client senior management including audit risk-based-approach presentation and recommendations to enhance business performance and strengthen control environment. • Assisted with new client proposals and negotiated special project fees. Firm Management • Coordinated staffing, prepared performance evaluations and acted as mentor. • Participated in recruiting efforts, including conducting interviews. • Ranked in top performance category vs. KPMG peers for all three years.
1994 – 1997 KPMG Fiduciaire de France Paris, France Audit Senior / CPA in training • Supervised audit fieldwork of publicly traded companies within manufacturing and consumer goods industries, including Allied Domecq, Volvo and Electrolux. • Executed audit procedures for all financial statements components, drafted client reports and coordinated interoffice reporting for consolidation purposes. • Supervised and trained five assistants. • Participated in development of US GAAP practice for KPMG Paris.
1993 – 1994 French Army Paris, France Appointed as aide-de-camp to General in charge of the French Army’s Cultural and Historical Department and organization of 50th D-Day anniversary.
ADDITIONAL INFORMATION US Permanent Resident, EU work authorized. Native French speaker, fluent in English and Spanish. Traveled extensively throughout Europe, Asia and North America. Enjoy tennis, skiing and scuba diving. Christopher M. Doody 300 East 40th St., Apt. 12A New York, NY 10016 (212) 983-8370 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/Private Equity, May 2002 Member: Private Equity Club, Investment Banking Club.
1991 – 1995 MIDDLEBURY COLLEGE Middlebury, VT BA, Economics, May 1995 Dean’s List Student; Participant in the Boston University Business Internship Program (London, England), Fall 1993.
1986 – 1991 THE LAWRENCEVILLE SCHOOL Lawrenceville, NJ
EXPERIENCE 1998 – 2000 MMC CAPITAL, INC. Greenwich, CT MMC Capital is the private equity subsidiary of Marsh & McLennan Companies, Inc. (NYSE: MMC). The firm manages over $2.0 billion in third-party private equity capital with a focus on the financial services and telecommunications industries. Associate • Actively involved with the identification, negotiation, structuring and monitoring of investments for Trident II, L.P., a $1.4 billion partnership focused on the financial services and related industries. • Appointed work coordinator responsible for the initial screening and staffing of Trident II investment opportunities. • Served on the Board of Directors of Sedgwick Claims Management Services, Inc., a Trident II portfolio company. • Served as the lead associate during the Trident II marketing and road-show process. • Continue to work with MMC Capital on portfolio company monitoring and other strategic assignments during business school.
1995 – 1998 MERRILL LYNCH & CO. New York, NY Analyst – Financial Institutions Group • Dedicated analyst to the financial services mergers & acquisitions group. Extensive experience with buy-side, sell-side and capital raising assignments for bank, thrift, asset management, insurance and financial technology company clients. • Elected to firm-wide Analyst Advisory Panel. • Offered direct promotion to associate upon completion of the analyst program.
Additional Information: • College internships with Merrill Lynch & Co. (New York and Princeton, NJ) and Goldman, Sachs & Co. (London). • Series 7 and 63 registered. • Enjoy golf, skiing and ice hockey. NIRAV N. DOSHI 539 West 112th St. # 1F New York, NY 10025 (212) 866-5785 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and Media, Entertainment & Communications, May 2002 Officer - Investment Banking Club; Member - Internet and Technology Business Group, Squash Club
1991-1994 ANGELO STATE UNIVERSITY San Angelo, TX BBA Accounting, magna cum laude, GPA – 3.7/4.0, August 1994 Alpha Chi National Honor Society; Carr Academic Scholarship, ASU Accounting Society Scholarship President of International Business Club and Vice President of Finance Club Completed BBA in 3 years and financed 100% of education through scholarships and part-time work EXPERIENCE 1995-2000 ARTHUR D. LITTLE SOUTHEAST ASIA, INC. Singapore Consultant, Telecommunications Practice • Led teams performing exhaustive due diligence of telecom operators for IPO, project financing and M&A transactions on behalf of leading investment banks: - Evaluated feasibility of business plans including market assessment, marketing strategy review, competitive analysis and management abilities &operational efficiency evaluation - Developed detailed operating cash flow forecasts including review of pro-forma assumptions - Interacted closely with senior management of client companies during projects • Managed cross-functional client-consultant teams developing business plans for telecom operators: - Prepared 3-year strategic plans and 1-year operational plans - Developed detailed data services revenue model for a successful Taiwanese fixed line license bid - Presented financial projections and strategic recommendations to senior client management • Worked on numerous transactions including: - $1.8 billion acquisition of a Malaysian fixed line and wireless operator - $400 million non-recourse debt facility for an Indian fixed line operator - $300 million debt restructuring for an Indonesian fixed-wireless operator - $150 million project financing for an Asian submarine cable business Business Analyst, Telecommunications Practice • Constructed detailed revenue, operating expense and capital expenditure models • Conducted business process re-design and restructured organization of an Indian wireless operator • Supported preparation of client presentations and sales proposals Special Projects • Implemented recruiting plan including advertising in The Economist, creating applicant database, screening resumes and managing interviews • Trained and coached newly hired Business Analysts and Consultants in financial modeling • Negotiated payment of 2-year past due revenues of $500,000 • Implemented 25-person office LAN and its subsequent integration with corporate WAN
1994-1995 DUN & BRADSTREET (SINGAPORE) PTE. LTD. Singapore Business Analyst • Analyzed and prepared Business Reports and Credit Recommendation Reports • Conducted industry and company research and interviewed management ADDITIONAL Native Hindi and Gujarati speaker; Presently studying Spanish Proficient in Microsoft Office; Trained in Novell Netware Extensive working experience in Australia, Indian sub-continent, Hong Kong, Japan, Southeast Asia, United States and Taiwan Enjoy squash, cooking, dandia-raas (Indian folk dance) and traveling
DORON S. EISENBERG 304 West 92nd Street, Apt. 1H New York, NY 10025-7272 (212) 769-9921 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and International Business, May 2002 Active member in Investment Banking, Investment Management, Equity Research and Real Estate clubs.
1991-1995 TUFTS UNIVERSITY, College of Engineering Medford, MA BS, Civil Engineering, magna cum laude, May 1995 Minor in Engineering Management, Dean’s List - 4 years Account Executive for AIESEC, marketing international work exchange program to Boston businesses. Worked in Israel for 3 summers in construction management.
EXPERIENCE 1995-2000 SLATTERY SKANSKA, INC. Lyndhurst, NJ Lead Estimator Developed construction estimates for competitive bid of infrastructure projects. • Projected value of over 30 construction projects, each between $15 million and $1 billion. • Analyzed cost drivers, competitor strategies, labor risks and site requirements to formulate bids. • Directed successful collaboration with JV partner in securing 2 consecutive light-rail contracts for San Francisco Bay Area Rapid Transit, totaling $93 million in revenue. • Supervised 3 junior engineers, delegating work effort and monitoring team performance. • Implemented proprietary database to integrate estimating duties and improve information flow, increasing productivity by 30%. • Initiated Internet use to identify strategic opportunities in new geographic and client markets. • Prevented over $9 million in losses through independent analysis of bids during deadline pressures.
Project Engineer Supported field personnel with contract management and supervision of ongoing projects. • Developed cash flow models and project schedules for nearly $2 billion in new construction. • Prepared work plans, arranged material deliveries and mediated job-site conflicts. • Structured 15 bid proposals and executed $85 million union subcontracts for 18-month design-build New Jersey Turnpike bridge improvements project. • Proposed value-engineering and cost-saving recommendations to state transportation agencies. • Reviewed financial statements to assess subcontractor resources and job qualifications. • Monitored project expenditures and communicated quarterly profit reports to senior management.
1998-1999 SM&E ENTERPRISES Hamilton Square, NJ Partner Managed part-time business, exporting construction equipment and parts to overseas markets. • Purchased nearly $350,000 in shipments for Israeli clients. • Coordinated financing, procurement, transport and documentation of all freight transactions. • Negotiated contracts with suppliers and ensured compliance with customs regulations.
ADDITIONAL • Dual US-Israeli citizenship. Fluent in Hebrew, currently studying Spanish. Extensive International travel. • Proficient in Microsoft Excel, Word, PowerPoint and Project, Lexis -Nexis, and Dow Jones Interactive. • Manage personal equity portfolio and 2.5-acre commercial real estate. • Enjoy basketball, table tennis, golf and Middle East history. RALF ELHADEF 3111 Broadway Ave. Apt # 3B New York, NY 10027 (212) 663-3127 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 GMAT: 710 (98th Percentile) Member: Investment Banking Club, European Society, and Soccer Club
1993-1997 NORTHWESTERN UNIVERSITY Evanston, IL BS, Chemical Engineering and Industrial Engineering, June 1997 (Cum Laude) GPA: 3.7; Dean’s List, Tau Beta Pi Honor Society. Finished a five-year program in four years
EXPERIENCE 1997-2000 A.T. KEARNEY, INC. New York, NY Associate • Supported market analysis research project on business-to-business engineering and construction industry focused eMarketplaces − Analyzed competit ive landscape, profiled players in the industry and identified alliances − Identified opportunities and options within the marketplace • Promoted to post-MBA level four months ahead of schedule Senior Business Analyst • Initiated and led strategic sourcing project for major engineering firm − Developed work plan and performed comprehensive analysis to identify potential suppliers and understand client spending patterns − Managed and led five person client team through negotiations and supplier selection process − Realized $4.3 million in savings, resulting in 45% cost reduction - The second highest savings percentage for the category ever obtained on past 25 engagements conducted by A.T. Kearney • Worked on strategy project to improve the purchasing practices of a major engineering and construction firm − Identified current purchasing practices and potential components of the process aimed to yield further savings − Developed financial models to compute savings through implementation of new recommended processes, $100 million in yearly savings realized • Participated in developing make vs. buy decision mechanism for large consumer products firm Business Analyst • Assisted internal communication improvement initiative for major automotive firm − Conducted symposium to benchmark the practices of sixteen firms across multiple industries − Recommended communication plan to help improve relationship between management and employees based on previous successful results obtained by participating firms • Engaged in strategic sourcing effort for major automotive corporation − Performed financial analysis and market research to help final vendor selection − Obtained 31% in savings, resulting in $21 million estimated annual savings, exceeding the targets by 19% • Supported the development of organizational design recommendations for large IT provider − Helped develop the final report indicating the new proposed organizational structure
ADDITIONAL INFORMATION Native Turkish speaker. Fluent in English and French. Basic understanding of German Currently enrolled in Chazen Institute Spanish language program Enjoy skiing, swimming, soccer, dancing, reading, and traveling Henchy Rachel Enden 1840 52nd St. Brooklyn, NY 11204 (917) 685-0046 [email protected]
EDUCATION 1999 – 2001 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance May 2002 Member: Investment Banking Club, Finance Club, Columbia Women in Business, Net Impact, Jewish Business Students Association, Ski Club
1994-1997 TOURO COLLEGE New York, NY BS, Finance, SUMMA CUM LAUDE GPA: 3.99/4.00 Deans list each semester, recipient of the Finance Award at graduation Vice President of Investment Club
1990-1991 BETH JACOB JERUSALEM Jerusalem, Israel Major: Education Teaching Certificate/Top 1% of class EXPERIENCE 1997-2000 SALOMON SMITH BARNEY New York, NY Foreign Exchange Trader • Responsible for all spot trading in the British Pound-volume averaged 200 million pounds per day • Quoted prices and executed trades for major banks, hedge funds, and corporate clients • Rotated on all major currency desks, made prices and executed orders • Formulated and executed proprietary trades based on technical analysis, i.e. Elliot Wave Theory, MACD • Advised corporate clients and mutual funds on currency strategies • In depth knowledge of the forward markets • Supervised and trained 2 junior traders
1996-1997 SMITH BARNEY New York, NY Foreign Exchange Trade Support • Responsible for inputting, verifying and confirming trades, processing rollovers, and calculating traders’ positions • Intensive interaction with FX traders
1991-1995 BETH JACOB BROOKLYN Brooklyn, NY High School Teacher • Taught Global Studies and Earth Science to 9th grader’s in preparation for the New York State Regents examination • Supervised students in scientific research and laboratory experiments • Interacted regularly with parents and teachers
ADDITIONAL INFORMATION • Series 3 Certified • Drama Director of Major Concert Production • Coordinator of the Annual Dinner for charity organization Ezra L’Marpeh, 1998/1999 • Enjoy skiing and traveling
JEREMY BLUE FORD 300 Mercer Street, #6J New York, NY 10003 (646) 602-9019 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member: Private Equity Club, Investment Banking Club, Columbia Entrepreneurial Organization, Distinguished Leaders Lecture Series 1993-1997 THE UNIVERSITY OF TEXAS AT AUSTIN Austin, TX School of Business Administration BBA, Finance, June 1997, Dean’s List President and Treasurer, Sigma Alpha Epsilon Fraternity, 1995-1996 EXPERIENCE 1999-2000 CALIFORNIA FEDERAL BANK, FSB (CFB) New York, NY Associate, Office of the Chairman Pursued acquisition opportunities and evaluated other strategic initiatives for CFB and Liberte Investors, Inc., public holding company affiliated with CFB Chairman • Screened offering memorandums of distressed financial institutions to identify potential acquisition candidates • Assessed impact of acquisitions and other strategic initiatives on projected earnings, debt ratings, and interest rate exposure • Extensive involvement in financial and operating due diligence of 8 potential transactions with median transaction size of $250 million Key Projects: • Researched and analyzed potential acquisitions of four distressed companies. Through financial and operating due diligence, assessed viability of combining businesses and effects of varying capital contributions on pro forma debt ratings • Participated in screening, bidding, and due diligence stages of acquiring Downey Financial Corp.’s sub-prime auto lender. Created detailed earnings, contribution, and merger models to determine offer price • Modeled sensitivity to rate shock scenarios. Recommended changes in portfolio composition to mitigate potential negative effects on projected earnings 1997-1999 SALOMON SMITH BARNEY New York, NY Analyst, Financial Institutions Group Worked closely with senior bankers in the solicitation and execution of financing and advisory transactions for existing and prospective clients • Analyzed international and domestic banks, thrifts, and insurance companies • Performed valuations using comparable company analysis, precedent transaction analysis, ability-to-pay analysis, discounted cash flows analysis, share repurchase modeling, and purchase/pooling modeling Key Projects: • Advised MMI Companies on its sale to St. Paul Companies for $200 million. Built consolidating earnings and discounted cash flows models to value the company. Created subsequent purchase models to evaluate cost savings potential to interested acquirers • Consulted superregional bank on simultaneous acquisitions of two thrifts. Conducted purchase and pooling modeling with consideration of capital constraints and one thrift’s pending litigation ADDITIONAL INFORMATION • Strong skills in Excel, Word, PowerPoint, Bloomberg, SNL, IDD, and Factset • Enjoy running, skiing, scuba-diving, traveling, and college football CHUNG-HONG FU 424 West 119th Street #42 New York, NY 10027 (917) 251-4861 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/International Business, May 2002 Vice President of Finance: Greater China Society Member: Columbia Finance Association, Investment Banking Club, and Asian Business Association GMAT: 720 (98th percentile)
1991 – 1993 DUKE UNIVERSITY Durham, NC Master of Environmental Management, May 1993 Curriculum included Natural Resource Economics, Risk Analysis, and Decision Theory Bradley Fellowship
1986 – 1990 NORTHWESTERN UNIVERSITY Evanston, IL BA, Biological Sciences, June 1990 Dean’s List
EXPERIENCE 1999 – 2000 TEMPLE-INLAND INC. Austin, TX Business Analyst Served as a member of a multi-disciplinary team that provided analytical support to the chief financial officer and the treasury department. • Investigated new initiatives to create greater shareholder value from the company's forest operations such as divestiture, issuance of letter stock, and conversion to a real estate investment trust (REIT). • Computed risk adjustments to the cost of capital for the Forest Group.
1997 – 1999 TEMPLE-INLAND FOREST PRODUCTS CORP. Diboll, TX Resource Utilization Specialist Developed and implemented economics-based decision-support tools and improved current business processes. • Lead a team that designed and deployed a system based on computer optimization that directs different types of timber to the right mill, thereby increasing profit margins in lumber. • Performed a DCF valuation of $800 million of timberland and its accompanying facilities for possible acquisition.
1993 – 1996 U.S. FOREST SERVICE / NORTH CAROLINA STATE UNIVERSITY Raleigh, NC Research Assistant Forecasted potential market effects of global climate change on the North American forest products industry using econometric modeling. • Designed supply and demand functions of U.S. timber markets. • Identified and collected economic and scientific data from the forest products industry, meteorology and forest ecology for integrated simulation.
ADDITIONAL INFORMATION U.S. citizen; native English speaker; fluent in Mandarin Chinese. Proficient in computer applications related to statistical and econometric analysis, linear and nonlinear optimization modeling, and risk analysis. Knowledge includes: SAS, LINDO, MS Excel Solver, What's Best! and @Risk. Enjoy bicycling, animation, classic rock, and comic books. Geographically flexible.
JAMES GHALAYINI 420 West 119th Street, Apt. 27 New York, NY 10027 Phone: (212) 678-0010 Email: [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA - Finance - May 2002 GMAT - Math: 99th Percentile, Total Score: 700, 97th Percentile. Investment Banking Club, Internet and Technology Business Club, European Club, Soccer Club, Ski Club, Squash Club, volunteer statistics tutor.
Summer 2000 Completed CFA LEVEL 1 Examination Candidate for the CFA Level 2 Examination. Top bracket in quantitative analysis, financial statement analysis and portfolio management.
1995-1998 MCGILL UNIVERSITY Montreal, Canada Bachelor of Engineering with Honors - May 1998 GPA 3.75/4.0 McGill Academic Entrance Scholarship, McGill Dean’s List. McGill Intercollegiate Chess Award, McGill Intercollegiate Tennis Team. Teaching Assistant: Statistics, Applied Calculus, Differential Equations.
EXPERIENCE 1998-2000 EXXONMOBIL Toronto, Canada Project Manager, Products and Chemicals • Managed construction projects for distribution and marketing of petroleum products. • Analyzed, evaluated and recommended viable projects using DCF models and sensitivity analysis. • Estimated required capital expenditures, prepared project budgets and scheduled project activities, manpower and milestone timelines. • Reviewed project’s detailed design and approved engineering drawings. • Negotiated and awarded work contracts to vendors, contractors and consultants. • Coordinated project teamwork, communicated financial and operational progress to management and internal clients.
Summer 1997 IBM Riyadh, Saudi Arabia Summer Engineering Internship • Assisted in database development and administration using IBM DB/2 and Oracle7 database servers for clients from the Oil Services Industry.
PROGRAMMING SKILLS / I.T. CERTIFICATIONS: Visual Basic, C, SQL/PL SQL, Fortran, OCP Oracle 8 (Oracle Certified Professional DBA), SAP R/2, MS Project, MS Excel.
ADDITIONAL INFORMATION Canadian Citizenship. Fluent in English and French, Native Arabic speaker. Involved in community service – recently New York Cares Day, CWIB clothing drive. Enjoy studying new technological developments, ski, tennis, squash, soccer, chess and traveling. BRYAN M. GOODE 3636 Greystone Ave. Apt. 5K Riverdale, NY 10463 (718) 432-8311 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/Strategic Management, May 2002 Elected: Cluster Technology Representative Member: Investment Banking and Sailing clubs GMAT: 760 (99th percentile)
1993 – 1997 UNIVERSITY OF KANSAS Lawrence, KS BS, Electrical Engineering, December 1997 Elected: Judicial Committee and Inter-Fraternity Council for Beta Theta Pi fraternity Student Senate Representative, Dean’s List (1994 – 1997), Engineering Merit Scholarship GPA: 3.79/4.00
EXPERIENCE 1998 – 2000 KANSAS CITY POWER & LIGHT Kansas City, MO Lead Analyst, Information Technology (April 1998 – August 2000) • Evaluated competing infrastructure technologies, presented cost/benefit analysis to senior management and obtained project buy-in • Responsible in part for allocating greater than $1M/year towards technology initiatives • Spearheaded action plan for successful replacement of corporate data center • Initiated vendor realignment to coincide with new strategic imperatives, emphasizing high quality support, flexibility and competitive pricing • Recruited, trained and led group of new analysts responsible for essential computer systems
Systems Analyst (January 1998 – April 1998) • Supported key business arenas including financial reporting, general ledger and customer service on the Unix and Oracle platforms • Coordinated more than $200K annually in business-critical support contracts
1998 – 2000 LUNATECH WEB & INTERNET CONSULTING Lenexa, KS Founder and Freelance Consultant (October 1998 – August 2000) • Conducted market assessment and price analysis prior to entry • Participated in the prototype stage for pre-venture capital freight shipping portal, including design of preliminary architecture • Served as project leader for Internet re -branding initiative • Developed web application for client using Active Server Pages (ASP)
Summer 1997 BURNS & MCDONNELL CONSULTING ENGINEERS Kansas City, MO Electrical Engineering Intern, Communications (May 1997 – August 1997) • Verified and priced fiber optic cable specifications for municipal client proposals
Summer 1996 KOCH INDUSTRIES , INC. Wichita, KS Electrical Engineering Intern, Control Systems (May 1996 – August 1996) • Collected field research and encapsulated it into algorithms for fuel transport application
ADDITIONAL INFORMATION Math instructor at the University of Kansas (August 1994 – December 1997) Volunteer mentor for troubled youth with YouthFriends (March 1999 – May 2000) Enjoy golf, basketball and reading ANDREW M. GREENBERG 124 W. 60th Street, Apt. 19H New York, NY 10023 (212) 581-3270 . [email protected] EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member - Investment Banking Club, Internet and Technology Business Group GMAT Score: 710 (97th percentile)
1993-1996 TUFTS UNIVERSITY Medford, MA BS, Mechanical Engineering, Summa Cum Laude, February 1997 Grade Point Average: 3.71 Top 5% in College of Engineering Completed degree in 3.5 years
EXPERIENCE Summer 2000 MONSTER.COM Maynard, MA Pre-MBA Intern, Ventures Group . Conducted market study on the Professional Services Supply Chain, with an emphasis on online labor procurement. . Recommended aligning Monster’s existing online recruitment model with a professional services automation company to senior management. . Identified and initiated discussions with a potential acquisition for Monster.com.
1997-2000 UBS WARBURG New York, NY Equity Research Associate, Business Services . Member of a team of four analysts covering Business Services. Researched a 12-company universe focused on Human Capital Management, including online recruitment, temporary staffing, executive search, human resources outsourcing, and payroll processing. . Co-authored and published comprehensive research reports on Online Recruitment and Human Resources Outsourcing. . Created and maintained earnings models with an emphasis on EPS and cash flow forecasts. . Worked with lead analyst to initiate coverage of 4 companies in the Online Recruitment sector. . Communicated and marketed investment recommendations, including initial and secondary public offerings, through daily contact with institutional salesforce and buy-side analysts. . Participated in securing a lead managed IPO assignment of a business-to-business labor exchange. Assisted company in drafting its S-1 filing. . Represented UBS Warburg’s research capabilities in several pitches with senior bankers. . Presented research on the impact of the Internet on recruitment at UBS Warburg's global staffing conference in London (November 1999).
1996 JUMBO NOTES Medford, MA Founder . Created first and only note-taking service at Tufts University. . Performed market study using statistical sampling to determine market viability. Concluded that 51% of the students were willing to pay for such a service. . Earned a 300% ROI in three months.
ADDITIONAL INFORMATION . Passed CFA Level I (June 1998) . Registered Representative: Series 7, 63 . Member of Tufts Alumni Admissions Program. Interview and evaluate applicants. . Enjoy all athletics, especially basketball, golf, and skiing. Recreational backgammon player. LAUREN ANN HANISCH 435 W. 119th St., Apt. 1G New York, NY 10027 Phone: (646) 295-4100 E-mail: [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/Management, May 2002 Member: Investment Banking Club, Latin American Business Association, Columbia Women in Business
1993-1997 VANDERBILT UNIVERSITY Nashville, TN BA, Mathematics and Spanish, May 1997 Cum Laude, Dean’s List, Gamma Beta Phi Honorary Academic Society, Sigma Delta Pi Honorary Academic Society, Spanish Majors Association President, member of Kappa Kappa Gamma Sorority
Fall 1995 UNIVERSIDAD COMPLUTENSE Madrid, Spain Intensive Spanish language/culture program with studies in literature, art, history and composition
WORK EXPERIENCE 1999-2000 VITALCAST.COM Tampa, FL Director, Internet Affiliate Relations Led cross-functional team of technology, merchandising and design professionals in a key online marketing initiative for an eHealth internet company. • Identified and hired external partner to help implement strategic plan to increase brand awareness, drive traffic to our site and acquire customers. • Coordinated content and design of online banner advertising; developed and designed website content to facilitate e-commerce from a large potential affiliate network. • Secured over 6,000 affiliate marketing partners, analyzed traffic and e-commerce generated through this large new sales channel. • Assumed Network Affiliate Manager role for website’s radio broadcasters and e-commerce partners. Responsibilities included coordinating new technology and development changes on the site as well as leveraging existing business relationships. • Developed roadshow presentation for second round of private equity financing as well as the Company marketing presentation for the Exposition East 1999 tradeshow. • Created and distributed monthly newsletter to affiliates highlighting special promotions and new products.
1997-1999 RAYMOND JAMES & ASSOCIATES, INC. St. Petersburg, FL Investment Banking Financial Analyst – Health Care Corporate Finance Participated in a variety of transactions in health care information technology, biotechnology, medical devices, physician practice management, long-term care, assisted living and pharmaceuticals. • Performed extensive valuation and financial modeling in the process of raising public and private equity, utilizing comparable company, historical transactions, and discounted cash flow analysis, as well as forecasting models, purchase/ pooling, other combination models and accretion/ dilution for sensitivity and valuation analysis. • Identified, researched and evaluated potential acquisition opportunities for a major client. Combined strategic analysis of these opportunities with financial models detailing these potential combinations in a presentation and proposal to the client. • Co-authored memorandum for sale of a private orthopedic company. Completed due diligence, generated list of potential acquirors, coordinated discussions with potential buyers, assisted in process of structuring and negotiating the transaction. • Participated in all phases of $75 million health care information technology secondary offering.
ADDITIONAL Patient/Family Volunteer for LifePath Hospice of Hillsborough County. Member of Tampa Bay Child Abuse Council. Interests include golf, tennis, skiing, hunting and jogging. Certified scuba diver. Travel throughout Western Europe and Caribbean. Proficient in Spanish. Joseph H. Heyer 210 West 94th Street, Apt. 5J New York, NY 10025 Phone: (212) 663-9140 Email: [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member – Investment Banking Club, Columbia Finance Association, Harlem Tutorial Program GMAT: 760 (99th percentile)
1991 – 1995 University of Pennsylvania Philadelphia, PA BA, Economics, May 1995 GPA: 3.4 cum laude
EXPERIENCE 1997 – 2000 SANFORD C. BERNSTEIN & CO., INC. New York, NY Senior Associate Portfolio Manager Joined team of associates responsible for the maintenance of firm’s largest and most complex private client accounts. Responsibilities were similar to those of an associate, but also included: • Supervised eight associate portfolio managers. Assisted in interviewing and development of new associates. • Oversaw team of associates responsible for reviewing all client requests to impose guidelines concerning account management. Worked with senior management to determine potential effects on portfolios. • Performed quantitative studies, in cooperation with the Product Development Group, testing the implications of changing various inputs to the optimizer as a means to customize the portfolio management process for firm’s largest clients. • Created addendum to be included with firm’s standard marketing presentation for client’s with a large concentration of wealth in restricted Internet shares.
Associate Portfolio Manager Implemented firm’s investment strategy as member of four-person team. • Employed firm’s proprietary portfolio optimizer for day-to-day trading activities in large- cap domestic equity accounts totalling $5 billion. • Responded to special client needs such as security gifting and asset allocation changes. • Reviewed all taxable accounts and executed appropriate tax trading strategies based on clients tax rates and previously realized gains and losses. • Served as liaison to research, trading, stock loan, and operations for firm’s two hedge funds. Coordinated quarterly additions and annual withdrawals. Assisted in tax trading.
1995 – 1997 SANWA BANK New York, NY Risk Analyst • Performed risk analysis for money market and foreign exchange trading. • Created money market report, adopted as Bank’s global standard. Also designed and implemented Value at Risk and Back-testing models for New York branch. • Supervised group of three analysts responsible for preparation of daily trading reports. • Selected to be one of three representatives from New York branch to attend three-day seminar on “exotic transactions” at Tokyo headquarters.
ADDITIONAL INFORMATION • Enjoy Golf, Tennis, Travel • Series 7 and 63 licenses • Worked as cabana boy for seven summers (1989 – 1995)
TODD M. HEYSSE 456 Riverside Drive, Apt 6C New York, NY 10027 212-665-8032 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Club Memberships: Private Equity, Internet & Technology Business Group, Investment Banking, Golf GMAT: 710
1991-1995 STANFORD UNIVERSITY Stanford, CA BS, Electrical Engineering, June 1995 Received Hewlett Packard Design Engineering Award
EXPERIENCE 1995-2000 U S WEST, INC. Littleton, CO NETWORK & TECHNOLOGY SERVICES Network Planning Manager (1997-2000) • Developed corporate capital investment strategies for switching and outside plant technology. • Modeled financial and network impacts of new technology as part of contract negotiations ranging from $20 million to $150 million. • Created quarterly deployment plans and capital investment requirements for the corporation. • Optimized an annual capital budget exceeding $1.2 billion. • Developed deployment strategies for broadband services such as digital subscriber line (DSL) and video. • Managed a ten-member software development project to enhance modeling capabilities.
Standard Configuration Engineer (1995 – 1996) • Member of product selection and procurement team for switching technology. • Worked with leading equipment suppliers to integrate equipment into the U S WEST network. • Introduced and communicated standard configuration documents used throughout the corporation. • Assessed the suitability of equipment in various genres including optical networking, switching, remote test access, network synchronization, and loop electronics. • Developed cost models for telecommunications services and the network elements used to provide them.
1993-1994 POWER SYSTEMS ENGINEERING Madison, WI PSE is a regional consulting firm specializing in long-term financial planning services for the electric utilities industry.
Planning Consultant • Developed a twenty-year financial forecast model for a generation and transmission power cooperative. • Formulated long-term power planning strategies including conservation, demand side management, and plant construction. • Analyzed power load data to determine effectiveness of planning strategies already in use.
ADDITIONAL INFORMATION • Financial Manager for fifty-member housed fraternity. Directed annual budget of $350,000. • Interests include personal investing, golf, and skiing. • Proficient in MS Excel, Word, SQL, and several programming languages. H. SEBASTIAN HIRSCH Arcos 3031, Capital Federal 506 West 122nd Street #34 (1428) Buenos Aires, Argentina New York, NY 10027 Phone: (54-11)-4702-7424 Phone: 212-316-4154 Email: [email protected] Email: [email protected]
EDUCATION 2000 - 2002 COLUMBIA BUSINESS SCHOOL - New York, NY MBA, Finance and Strategic Management - May 2002 Member: Columbia Finance Association, Investment Banking Club, Private Equity Club, Technology & Internet Group, Latin American Business Association, European Society.
1990-1994 INSTITUTO TECNOLOGICO DE BUENOS AIRES - Buenos Aires, Argentina Industrial Engineering - December 1994 Elected: Class representative at Student Council
EXPERIENCE 1998-2000 CITIBANK NA - Global Corporate & Investment Bank - Buenos Aires, Argentina
CASH MANAGEMENT OPERATIONS’ HEAD - Operations & Technology Division . Managed staff of 21 (performance reviews, compensation recommendations, career advice, etc). . Achieved 45% increase in customer satisfaction through focused improvement. . Reduced sector’s operating expenses by 16% while increasing employee satisfaction to 85%.
PROJECT MANAGER - Operations & Technology Division . Designed and executed projects that improved reliability, reduced cost and shortened delivery times in several operational areas of the bank, including International Trade, Asset-based Financing, Cash Management and FX Treasury. . Designed and implemented new commercial credit product line for Emerging Local Companies. . Directed main part of Y2K project, helping Commercial Bank, Treasury, Technology and Operations departments prepare their strategy and emergency procedures.
1996-1998 PROCTER & GAMBLE INTERAMERICAS - Pilar, Argentina
PROJECT MANAGER - Product Supply Division . Managed an annual budget of US$12 million. . Analyzed, evaluated, executed and supervised several major projects in the Cleaning Products division, including new distribution center for all product categories in Argentina, Chile, Uruguay and Paraguay. . Led cross-functional teams (marketing, finance, operations) through project strategy analysis and implementation for new product introductions. . Achieved record cost savings, accelerated schedule and scope expansion in every project.
PROJECT SUPERVISOR - Product Supply Division . Managed several small and medium sized projects simultaneously. . Carried full responsibility for span, quality, cost and schedule results. . Promoted to “department manager” in record time (16 months).
1994-1995 ANDERSEN CONSULTING - Buenos Aires, Argentina
JUNIOR CONSULTANT . Actively participated in restructuring the assembly line logistics of SEVEL, Argentina’s largest car manufacturer.
ADDITIONAL INFORMATION . Double citizenship: Argentinean/German (native in Spanish, fluent in English and German). . Proficient in all major computing applications (word processing, spreadsheets, project management and others). . Enjoy traveling (one year backpacking trip in 1995, exchange student in Germany in 1988).
WARREN S. HUANG 415 West 118th Street, #22, New York, NY 10027 [email protected] / 917-992-2325
EDUCATION COLUMBIA BUSINESS SCHOOL New York, NY 2000-2002 MBA, Management and Finance, May 2002 Consultant with the Small Business Consulting Program Member: Investment Banking Club, Internet and Technology Business Group Elected VP External Relations: Asian Business Association GMAT 720 / 98th percentile
1996-1998 UNIVERSITY OF TEXAS AT AUSTIN Austin, TX MS , Economics, December 1998 Concentrations: International Economics and Finance Teaching Assistant Elected representative to the Graduate Student Assembly
1992-1996 CORNELL UNIVERSITY Ithaca, NY BA, Economics, May 1996 Elected campus government representative, responsible for allocating close to $1 million in programming and activity funds
EXPERIENCE GOLDMAN, SACHS & CO. New York, NY 2000 Summer Associate – Investment Management Division Designed and implemented new analyst training program with team of eight for recently reorganized division • Trained over 120 analysts in business best practices and applications of critical concepts, including finance, statistics, economics, and portfolio management • Led team of over 25 internal coaches from U.S., Asia, and Europe • Developed presentations, case studies, and curriculum in collaboration with senior professionals from various areas of specialization within the division
1997-2000 MERRILL LYNCH & CO. Austin, TX Consultant – Private Client Group Advised high net worth individuals and families on customized financial management and wealth planning • Consulted regularly with clients to determine optimal asset/liability management strategies • Constructed portfolios using asset allocation models tailored to clients’ risk profiles to manage $200 million in assets with team of three • Designed quantitative models using technical analysis to identify potential investments • Structured cash management and succession planning solutions for private businesses • Awarded Executive Club recognition for top quintile performance exceeding benchmarks
1998-2000 AUSTIN ASIAN AMERICAN CHAMBER OF COMMERCE Austin, TX Vice Chair – Board of Directors • Developed economic and cultural programs with community and city leadership • Built strategic relationships and raised financial support from private and public sponsors, leading to co-founding of the Multi-Ethnic Chamber Alliance
ADDITIONAL Chartered Financial Analyst (CFA) charterholder Member: Assoc. for Investment Management & Research, NY Society of Security Analysts Fluent in spoken Chinese; summer 1996 abroad at National Taiwan Normal University Enjoy technology gadgets, good coffee, and movies JOSHUA A. KAUFMAN 535 W. 111th St. Apt. 54 New York, NY 10025 (212) 866-2374 [email protected]
Education 2000-2002 Columbia Business School New York, N.Y. M.B.A., Finance, May 2002 GMAT: 720 (98th percentile) Member: Investment Banking Club Co-founder and Treasurer: Dual Degree Student Association
1998-2002 Columbia Law School New York, N.Y. J.D. May 2002 Harlan Fiske Stone Scholar Columbia Business Law Review Olin Junior Fellow in Law and Economics Treasurer: Jewish Law Students Association
1994-1998 Harvard University Cambridge, Mass. A.B. June 1998 Graduated magna cum laude in Social Studies John Harvard Scholarship for Academic Achievement Editorial Chair: The Harvard Crimson Rolling Stone College Journalism Award for Essays and Criticism
Experience 2000 Skadden, Arps, Slate, Meagher & Flom LLP New York, N.Y. Summer Associate • Corporate Finance: Wrote portions of S-1 and attended drafting sessions for initial public offering of Sky Global Networks, Inc., estimated to raise $3 to $5 billion, as part of team serving as underwriters’ counsel to Goldman Sachs and Merrill Lynch. • Mergers & Acquisitions: Performed due diligence on behalf of a private equity firm in a Series B financing of an internet service provider by analyzing service and supplier contracts, communications tower leases, and prior M&A and financing activities. Wrote portions of proxy statement for biosciences industry merger. • Real Estate: Reviewed long-term lease of property and customized building from New York City for a major investment bank; drafted resolutions approving loan restructurings for the directors and officers of a real estate fund and its subsidiaries.
1999 United States Securities and Exchange Commission Washington, D.C. Summer Honors Program, Office of the General Counsel • Reviewed enforcement action against California boiler room in a “pump-and-dump” scheme netting $1 million, focusing on legal duties of its lawyers and accountants. • Created survey of state securities commissioners on interstate subpoena reciprocity as mandated by Congress in Securities Litigation Uniform Standards Act of 1998; worked with North American Securities Administrators Association to distribute it. • Analyzed whether the Municipal Securities Rulemaking Board had the authority to regulate dealers of “municipal funds securities,” i.e. state and local investment pools.
1995-1997 Financial Journalism New York, N.Y. • Business Week: Reported ten articles, including one on cigarette industry liability. • Equities Magazine: Wrote a column investigating recent NASDAQ issues. • CNBC Business News: Researched economic issues such as U.S.-Japanese trade. CHRISTOPHER B. KEHRLI 90 Club Road Riverside, CT 06878 203-698-9504 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, May 2002 Member: Investment Banking Club, Real Estate Association and Gourmet Club GMAT: 730 (98th Percentile)
1989 – 1993 AMHERST COLLEGE Amherst, MA BA, Political Science and Spanish with International Relations Concentration Varsity football four years
1992 UNIVERSITY OF VALENCIA Valencia, Spain Semester abroad studying Spanish language, history and literature
EXPERIENCE CB RICHARD ELLIS, INC. New York, NY 1998 – 2000 Director, Corporate Services • Managed real estate account activities for John Hancock, Prudential Insurance, Saatchi & Saatchi and NEC America totaling $15 MM million in annual revenues. • Hired, trained and oversaw five associates executing over 200 office leases annually. • Managed joint CB/3rd party project team to produce NEC’s US real estate consolidation plan. • Presented recommendations to NEC and helped draft the business case approved by NEC’s board. • Structured and helped negotiate NEC’s new $200 MM North American headquarters campus. • Analyzed market and advised client on value maximization of 350,000 sf New Jersey office building. • Coordinated acquisition team for client’s 120,000 sf Asian headquarters building in Seoul, Korea. • Awarded New York region’s Rookie of the Year 1998 and Innovative Team awards 1998, 1999. • Selected (1st 200 out of 5,000 globally) for strategic cross-selling program at USC School of Business.
1996 – 1998 Senior Associate, Corporate Services • Negotiated more than 120 acquisitions and dispositions of office, retail and industrial space in 75 markets totaling 2.0 million sf and $150 MM. • Produced and helped present 200,000 sf headquarters Strategic Plan to Colgate-Palmolive subsidiary. • Identified and advised State of New Jersey on $25 million savings for 5 MM sf leased office portfolio. • Developed criteria and analyzed alternative real estate/capital market opportunities for major US clients. • Created internal financial reporting system to accommodate team growth from four to twenty five.
1994 – 1996 Associate, Corporate Services • Analyzed real estate acquisitions using synthetic lease, lease and debt/equity build-to-suit financing. • Valued properties and analyzed returns for participating mortgage on properties totaling 780,000 sf and $90 MM for the in-house Mortgage Banking Group. • Communicated with international sales force and 3rd party specialists to develop analysis assumptions.
1993 – 1994 CB COMMERCIAL/SUTTER FREMONT RE MERCHANT CAPITAL New York, NY Acquisitions Associate • Performed real estate office portfolio acquisition financial analysis and due diligence evaluations. • Created database of prospective investors and activity reports for CB’s CEO and senior executives.
ADDITIONAL • Compete in international sailboat racing. Watch Captain on Newport-Bermuda Race 1998, 2000. • Experienced in Pro-Ject, Excel, Word, MS Project and GIS mapping applications. • Conversant in Spanish. • Former American Field Service exchange student in Osorno, Chile. KEVIN J. KHANNA 145 West 67th Street, Apt. 27G New York, NY 10023 (917) 597-5485 [email protected]
EDUCATION 2000 - 2002 COLUMBIA BUSINESS SCHOOL NEW YORK, NY MBA, Finance, May 2000 Member: Private Equity Club, Investment Banking Club, High Technology Club, Tennis Club
1992 - 1996 UNIVERSITY OF ROCHESTER ROCHESTER, NY BA, Economics and Political Science, May 1996 Cum Laude, Distinction in Economics, Management Certificate – Finance Track Internship: Applications Consultant and Developer at TIBCO, Inc.
EXPERIENCE
1998 - 2000 DONALDSON, LUFKIN & JENRETTE NEW YORK, NY Senior Analyst – Mergers & Acquisitions Analyzed strategic issues for mergers, acquisitions, divestitures, leveraged buyouts, and restructurings in a broad range of industries including chemicals, consumer products, healthcare, media & telecommunications, transportation services and technology • Valued public and private companies and subsidiaries using DCF analysis, comparable trading multiples, precedent transaction multiples and leveraged acquisition analysis • Generated acquisition ideas for corporate clients and private equity sponsors with investment capital of $100 million to $6 billion • Participated in several M&A transactions ranging from $50 million to $2 billion, including: − $2 billion merger of R.P. Scherer Corporation and Cardinal Health, Inc. − $350 million Suiza Foods Corp. merger with Continental Can Company, Inc. − $240 million DLJ Merchant Banking acquisition of DeCrane Aircraft, Inc. − $240 million Holmes Corp. acquisition of Rival Corp. • Participated in all aspects of a deal, from both the sell-side and buy-side • Prepared industry overviews and break-up analyses
1996 - 1997 JP MORGAN & CO. INCORPORATED NEW YORK, NY Analyst - Internal Consulting Services • Analyzed trading, risk management, regulatory requirements, credit processes, and exposures surrounding global trading activities • Managed the review of the Proprietary Positioning business’s key trading functions, including the accuracy of their DE@R calculation and their use of RiskMetrics • Assigned rotations on Technology, Financial, and Proprietary Trading teams • Attended training program geared towards risk management and compliance within a Global Financial Institution
JP Morgan Core Training Program, New York, NY; July 1996 - August 1996 • Five week intensive seminar designed as an introduction to the Financial Services Industry • Courses included risk management, corporate finance, capital markets, financial math, derivatives, accounting, trading strategies and foreign exchange
PERSONAL • Proficient in MS-Office, Factset, Visio, Bloomberg, SDC, MarketSheet and Lexis -Nexis • Current participant in Junior Achievement and The Harlem Tutorial Program • Interests include personal investing, travel, tennis, golf, basketball and exercising • Previous volunteer work includes Junior Achievement, JP Morgan Community Mentor program and several New York Cares events CARIM V. KHOUZAMI 515 W. 111th St., Apt. 2A New York, NY 10025 Home: (212) 222-7145 [email protected]
EDUCATION 2000 - 2002 COLUMBIA BUSINESS SCHOOL New York, NY M.B.A. – Concentration in Finance, expected graduation May 2002 Member: Private Equity Club, Investment Banking Club, Internet and Technology Business Group, Street Squash Mentoring Program, Ski Club, Squash Club. GMAT: 710 (96th percentile)
1993 – 1997 VANDERBILT UNIVERSITY Nashville, TN B.A. – Dual degree in Economics and Communication Studies, May 1997 Elected Fraternity Pledge Trainer and Rush Chair, Volunteer tutor at Napier Elementary School, Disc Jockey at WRVU Campus Radio.
EXPERIENCE 1998 – 2000 BANK OF AMERICA, N.A. Bethesda, MD Corporate Finance Analyst • Performed extensive credit analyses of electric and gas utilities, including the evaluation of cash flow, leverage and overall financial condition. • Provided quantitative analyses, including financial modeling and relationship profitability projections, for use in originating and structuring senior bank debt and other products. • Developed customized models to analyze historical and pro-forma financial performance, value drivers, capital structure and financing alternatives. • Prepared industry analyses to evaluate market dynamics and clients’ competitive position, with special focus on the progress of deregulating legislation and the impact on and preparedness of the group’s existing client base. • Worked with deal team to prepare detailed memorandums to facilitate internal credit decisions. • Participated in client engagements and assisted in drafting of information memorandums for distribution to the bank group. • Responsible for a $2.1 billion portfolio for three-months while Principal was on maternity leave.
1997 – 1998 RELTEC CORPORATION Chicago, IL Product Specialist • Handled daily inquiries from customers, sales, engineering, manufacturing and technical support for the domestic product area. • Served as liaison between departments during the development of new products and the revisions of existing products. • Developed and implemented marketing strategies for existing product line, along with new product introductions. • Presented products and product information enthusiastically to customers and company personnel at industry forums, showcases and other presentation opportunities. • Monitored performance of assigned products and product groups on a daily basis.
ADDITION INFORMATION Dual US-Lebanese Citizenship Conversant in French Interested in the technology industry - attended various conferences and forums Extensive overseas travel, ranging throughout Europe and North America Avid skier and golfer MARC KIRSCHNER 420 East 55th Street, 5R New York, NY 10022 (212) 980-9341 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and Management, May 2002 Elected: Associate VP, Careers, Internet and Technology Business Group Elected: Panel Chair, Cyberposium (Harvard Business School conference) Elected: Cluster Representative, The Bottom Line (CBS student newspaper) Member: Investment Banking Club, Private Equity Club GMAT: 780 (99th Percentile)
1992-1996 NORTHWESTERN UNIVERSITY Evanston, IL BS, Communications Studies, June 1996 Gamma Sigma Alpha Academic Honor Society Pi Kappa Alpha Fraternity, Elected Rush Chairman and New Member Educator.
1988-1992 MILTON ACADEMY Milton, MA Diploma, June 1992
EXPERIENCE 2000-Current IJETSET CORPORATION New York, NY Vice-President, Business Development • Work directly with CEO and Board of Directors to develop and implement long term strategy for startup travel company delivering services and content via print, wireless and the Internet. Company began rollout in September 2000. • Conceived TravelFriend network to create proprietary content and services model. • Initiated extensive site redesign prior to launch. Consult on website design and functionality. • Design and negotiate strategic partnerships with leisure infrastructure companies, such as TravelHero, RestaurantRow and Strategic Events Marketing. • Wrote and edited content for the Hamptons, St. Barth’s and Las Vegas.
1997-2000 BEAR STEARNS & COMPANY, INC. New York, NY Registered Representative, Private Client Services • Member of top producing team within firm, with over $35mm in revenues. • Serviced over 40 of the Fortune 400 wealthiest individuals and families, as well as prestige and celebrity clientele. • Traded equities, options, syndicate issues, municipal bonds and government securities on behalf of clients. • Conceptualized and implemented trading strategies in portfolios. • Developed proprietary arbitrage trading models for non-merger scenarios. • Researched and analyzed securities for client suitability. • Anticipated margin requirements for complex positions and leveraged transactions, including multi-billion dollar currency spreads and repurchase agreements. • Managed group assistants performing operational duties.
ADDITIONAL INFORMATION Hold NASD Series 7 & 63 licenses. Enjoy skiing, scuba diving and sushi preparation THOMAS L. LABADIE 131 West 75th Street, Apt #5A New York, NY 10023 (917) 441-1645 [email protected] ______
EDUCATION 2000 - 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/Management, May 2002 Awards: 1st Place Team, J.P. Morgan M&A Case Competition. Elected: Co-chair of I-Prep - A job interview preparation service for welfare-to-work clients. Member: Investment Banking Club, Wine Society, Gourmet Club. GMAT: 730 (98th percentile)
1993 - 1997 BUCKNELL UNIVERSITY Lewisburg, PA BS, Chemical Engineering, May 1997 Graduated Cum Laude, GPA 3.5/4.0 Honors: Dean’s List (5 semesters), Tau Beta Pi National Engineering Honor Society. Elected: Rush chairman for fraternity - Recruited largest new member class on campus in Fall 1995.
1996 UNIVERSITY OF NOTTINGHAM Nottingham, England Semester abroad: Studied both engineering and liberal arts.
EXPERIENCE 1997 - 2000 AKZO NOBEL POLYMER CHEMICALS, LLC Edison, NJ Akzo Nobel, a Dutch company, is a global leader in the chemicals, pharmaceuticals, and coatings industries with sales in excess of $13 billion.
Significant achievements • One of 1st three US students selected for The Akzo Nobel International Business Course. • 1st American hired into Pooled Scholars Program. • Youngest employee selected for Akzo Nobel Introduction Program for upwardly mobile employees.
Maintenance Engineer (1998 – 2000) • Supervised skilled labor crew of 10-14 union mechanics in their daily work. • Planned and scheduled resources for company’s maintenance work order system. • Led site-wide implementation of SAP Plant Maintenance Module used by 40 people. • Supervised team of 4 employees in master data and training material compilation tasks. • Developed training program and conducted training sessions for 40 employees. • Analyzed over 6,000 line entries in master data tables to check for accuracy – preventing entry of bad data is essential for integrity of results. • Provided on-call emergency support 24/7 for maintenance repairs increasing production efficiency. • Managed capital projects of up to $100K in value for new equipment installation and facility upkeep.
Process/ Production Engineer (1997 – 1998) • Compiled technical manual to summarize three years of key field experience and research data. • Supervised 2nd shift personnel for $2.4 million expansion project’s commissioning and start-up. • Coordinated site TQM process as part of 12-member Quality Process Improvement Team.
1995 - 1996 H & H REALTY Hasbrouck Heights, NJ H & H Realty is a private real estate management company with assets over $2 million.
Summer and Winter Intern • Facilitated transition to computerized bookkeeping system to improve tracking of rental income. • Learned property management program independently and trained 3 employees on use of system. • Analyzed damaged facility by interviewing contractors and conducting literature research. • Wrote report detailing repair recommendations and economic and risk assessments.
ADDITIONAL INFORMATION • Former Sergeant-at-Arms officer (elected), Wayne Toastmasters, public speaking development club. • Enjoy travel (backpacked throughout Europe), reading, theater, and dining out. CARLO D. LAMBERTI 222 West 10th St. Apt. 4B New York, NY 10014 (212) 727-8633 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance / Management, May 2002 Member: Investment Banking Club, Private Equity Club, Management Consulting Association. GMAT: 730 (99th percentile)
1990 – 1994 CORNELL UNIVERSITY Ithaca, NY BA, Economics, May 1994 Received: Cornell Tradition Fellowship, 4 years (Scholarship for community service leaders). Treasurer, Seal & Serpent Society; Manager, Cornell Cinema. Worked 15 hours per week during each school year while maintaining full course load.
EXPERIENCE 1998 – 2000 BAYERISCHE HYPO-UND VEREINSBANK New York, NY (2nd largest German bank by asset size.) Associate Director / Portfolio Manager – Leveraged Finance Group • Managed $250 million high-yield loan portfolio comprised of 15 non-investment grade borrowers in the telecommunications, chemical and paper industries. • Negotiated and exe cuted syndicated loan purchases from major commercial and investment banks. • Worked on six person team to develop bank’s first Collateralized Loan Obligation, a $500 million high-yield loan fund marketed to European investors. • Designed and implemented database to monitor $1.2 billion high-yield portfolio. • Established highly profitable $100 million lending relationship with Paul Allen’s Charter Communications cable television group. • Trained U.S. and German analysts in cash flow modeling.
1996 – 1998 DAI-ICHI KANGYO BANK New York, NY (Largest Japanese bank by asset size.) Assistant Vice President – Investment Banking Division • Analyzed and evaluated high-yield loan transactions in a variety of industry sectors. • Developed standardized cash flow model and financial analysis template to streamline communication between U.S. product teams and Japanese credit staff. • Presented recommendations on transactions to New York and Tokyo credit committees.
1994 – 1996 CHASE MANHATTAN BANK / CHEMICAL BANK New York, NY Financial Analyst – Middle Market Banking Group • Performed valuations and financial modeling for possible mergers and acquisitions and prospective lending relationships. • Completed 6 month training program, including courses in credit analysis, financial modeling and loan structuring (2nd overall in class of 50, 92% average in five course modules).
Summer 1993 MERRILL LYNCH EUROPE London, UK Summer Intern – International Tax Department • Tabulated tax schedules to optimize the refund of U.K. Value Added Tax to Merrill Lynch subsidiaries in Europe. • Developed program to measure depreciation on company-owned automobiles.
ADDITIONAL Completed coursework in computer programming (Visual Basic) and database development (Microsoft Access). Volunteer at Harlem RBI, a baseball and tutoring program for inner-city teenagers. Studying Spanish; traveled extensively in Western Europe and the Balkans. Geographically flexible. JASON LATE 134 W. 93rd Street, Apt. 2C New York, NY 10025 Tel. (212) 865-6719 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA: Finance, May 2002 • 3rd place – JP Morgan M&A Case Competition, Fall 2000 • Investment Banking Club, Private Equity/Venture Capital Club • Small Business Consulting Program, Energy Roundtable, Follies • GMAT: 740 Fall 1996 WHARTON SCHOOL-UNIVERSITY OF PENNSYLVANIA Philadelphia, PA BBA Coursework: Finance, GPA 4.0/4.0 1991 – 1996 UNIVERSITY OF SOUTHERN CALIFORNIA Los Angeles, CA BS: Chemical Engineering; Economics Minor • L.L. Handy Award for Academic Excellence in Chemical Engineering • Dean’s Scholarship recipient for academic excellence • Elected president of Society of Petroleum Engineers 1993 – 1994 LONDON SCHOOL OF ECONOMICS London, UK Economics Minor Coursework: Monetary Economics, Theory of Business Decisions EXPERIENCE 1997 – 2000 PURE ENERGY CORPORATION New York, NY Six employee development-stage alternative fuels and renewable energy company Engineering Analyst • Created model for income projections used in external fund-raising efforts • Compiled financial statements; worked with Arthur Andersen during annual audits • Managed and developed customer relationships during test phase of key products • Hired and supervised consultants and third party researchers • Coordinated emissions-testing programs at independent laboratories; $200,000 budget • Performed key research in discovery of first commercial revenue generating product • Wrote technical portion of Alternative Fuel petition to U.S. Department of Energy 1996 TEXACO EXPLORATION & PRODUCTION, INC. Bakersfield, CA Production Engineer • Optimized production in problematic region; increased profit-per-well by 50% • Managed team of four in maintaining production from 300-well district Summer 1995 LEHMAN BROTHERS, INC. New York, NY Intern, Trading Services • Worked with accountants to compile day-to-day and month-end financial statements for exchange rate, currency and commodity swaps Summer 1994 DONALDSON, LUFKIN & JENRETTE - PERSHING DIVISION Jersey City, NJ Junior Investment Research Analyst, Equity Research • Composed initial drafts of company update/evaluation reports for senior analysts • Layout editor for first issue of new quarterly publication ADDITIONAL INFORMATION Computers: Microsoft Excel, Word, Power Point Achievements: Professionally licensed and sponsored motorcycle road racer Professional film and television actor until college Hobbies: Running, travel, film, music Marshall Y. Lee 309 W30th Street. Apt 3E New York, NY 10001 (212) 967-6359 [email protected] ______
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 GMAT: 740 (99th percentile) AVP of Finance: Internet Technology Business Club. Member: Investment Banking Club, Golf Club, Squash Club, Net Impact
1991-1995 COLUMBIA SCHOOL OF ENGINEERING New York, NY BS, Electrical Engineering, May 1995
EXPERIENCE
1999-2000 NEW YORK LIFE INSURANCE COMPANY New York, NY Assistant Vice President
• Participated in creation stage of new enterprise-wide Risk Management department, including writing business plan, developing financial/cost model for new department. • Conducted extensive research in unstructured environment on enterprise-wide Risk Management structure, best practices, and solutions. • Prepared presentations of findings and recommendations to Board of Directors. Obtained initial board approval. • Directed development of business continuity plans for 48 departments, international divisions, and subsidiaries. Responsibilities included advocating and educating business units as well as being the point of contact of all departments during implementation.
1995-1999 ANDERSEN CONSULTING New York, NY Senior Consultant
United States Postal Service. Washington, DC • Developed and maintained $8 million project plan, provided engagement partner and top USPS executives with budget forecast, burn rate information, and other financial data. • Facilitated multiple meetings with client managers in identifying mission critical business processes, workarounds, and contingency measures.
American Express Millennium Compliance. Miami, FL • Authored Infrastructure and Test Process Design section of High Level Assessment Report during project planning phase. • Led Infrastructure and Support team of 10 in designing and building out of project’s technical infrastructure. • Managed team of 15 Andersen consultants and contractors in client system analysis and conversion.
Tax Administration System Project. San Juan, Puerto Rico • Supervised and team of 9 analysts in building financial portion of enterprise system for PR tax agency. • Worked closely with client management in San Juan during design and testing phase.
ADDITIONAL INFORMATION Fluent in several Chinese dialects (Mandarin, Shanghai, Cantonese). Active involvement in local community services. Hobbies: Extensively traveled in China and Australia, outdoor activities, martial Arts. CHERYL LEVANE 225 East 63rd Street, Apt. 11D New York, NY 10021 212-759-8608 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Elected AVP of Corporate Relations - Columbia Finance Association and Class Career Representative. Member of Investment Banking Club, Hermes Society and Distinguished Leaders Lecture Series. Weekly Columnist, The Bottom Line (student newspaper).
1992 – 1996 HOFSTRA UNIVERSITY Hempstead, NY BBA, magna cum laude, Accounting, May 1996 (GPA: 3.8) Honors: Dean’s List (all semesters). Presidential Scholarship (merit-based). Most Active Member Scholarship, Beta Alpha Psi National Accounting Honor Society (1996). Beta Gamma Sigma. Elected Tutoring Committee Chair, Beta Alpha Psi. Financed education through part-time employment (approximately 25-30 hours per week).
EXPERIENCE 1996 – 2000 KPMG LLP Manager, Financial Services Practice (2000) New York, NY Clientele: Publicly traded broker-dealers, an investment bank, an alternative trading system, an asset management company, an international bank and a transfer agent/registrar. • One of three supervising seniors to be promoted to Manager one year early. • Managed senior-level client re lationships, negotiated fee agreements, and marketed firm products to nine clients, including the New York operations of HSBC. • Supervised 6-10 staff members in planning and executing audit and other client services. • Advised clients on a variety of technical accounting and SEC reporting issues.
Supervising Senior Accountant, Financial Services Practice (1998 – 2000) New York, NY • Exceeded firm chargeability goals by 200 hours (10%) in both fiscal 1999 and 2000. Earned highest possible performance-based bonus for being ranked first in class of 35 in 1999 and 2000. • Directed daily engagement activities, including supervising staff, developing and implementing audit plans, managing budgets and coordinating with affiliate offices and specialists. • Identified and evaluated business risks via strategic, business process and benchmarking analyses. • Audited critical areas, including risk management, private equity portfolio valuation, securities pricing and investment banking revenue recognition. • Researched and analyzed complex financial issues such as accounting for spin-offs, mergers and acquisitions, international joint ventures, and internally developed software valuation. • Reviewed and provided comments on clients’ quarterly and annual financial statements, earnings releases, SEC filings, analyst call presentations and web-site information. • Prepared client presentations to generate new business and comfort letters for securities offerings.
Senior Accountant, Financial Services Practice (1996 – 1998) Jericho, NY Clientele: Publicly traded thrifts, mortgage banks, credit unions and a not-for-profit entity. • Exceeded firm chargeability goals by 100 hours (5%) in fiscal 1998. Earned highest possible performance-based bonus for being ranked first in class in 1998. • Audited significant areas, including the allowance for credit losses and the valuation of various financial assets (e.g., mortgage servicing rights and commercial real estate owned). • Performed due diligence procedures to ensure compliance with SEC and regulatory requirements.
ADDITIONAL Certified Public Accountant, New York State Actively participated in KPMG’s Make a Difference and Mentoring Programs Enjoy traveling, skiing and the theatre Laurie H. Liu 610 W.113th St., #5C New York, NY 10025 Phone: (201) 232-5989(M) [email protected] EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance. May 2002. Member: Investment Banking Club, Columbia Women in Business, Wine Society, Golf Club. First Place Team in JP Morgan M&A Game
1996-1998 BERNARD M. BARUCH COLLEGE, CUNY New York, NY MS, Accountancy. June 1998. Awarded Graduate Research Assistantship.
1992-1994 CAPITAL NORMAL UNIVERSITY Beijing, China BA, English Language and Literature. July 1994. Graduation Thesis Award on the works of Ernest Hemingway.
1990-1992 UNITED WORLD COLLEGE OF THE ADRIATIC Trieste, Italy Selected by the Chinese Ministry of Education to attend with two-year full scholarship. EXPERIENCE 1998-2000 MERRILL LYNCH & CO., INC. New York, NY Financial Analyst, Global US Government and Repo Trading Finance, CICG • Analyzed interest rates movements and resolved pricing issues and reported Global US Governments securities on various time horizons. • Ensured proper valuation of $1 billion of government securities held in inventories. • Accurately reconciled trader mark-to-market prices of portfolios with independent pricing resources. • Developed and performed profit and loss trends forecasting model for senior management. • Reconciled trading position/profit and loss between the trading system (Bloomberg) and the Merrill Lynch management reporting system for treasuries. • Implemented a more efficient Business Unit Control System used by the traders. • Interacted with trading desk, risk management and information system personnel to resolve pricing issues. • Supervised and mentored summer interns and selected to represent the company in the Analyst Training Program and recruiting process.
Financial Analyst, Equity Derivatives Finance Department • Prepared daily global convertible bonds profit and loss schedule and trend analysis. • Constructed convertible bonds and other equity-linked products models and compared trader marked prices with independent pricing resources. • Improved various schedules such as trader commissions and dividends received reduction.
1998 KPMG PEAT MARWICK New York, NY Tax Analyst, Internship, International Tax Compliance Division • Prepared individual federal/state income tax returns intensively using FastTax software. • Assisted in reviewing individual tax returns and participated in expatriate tax projects.
1997 BEAR STEARNS COMPANIES INC. New York, NY Accounting Analyst, Internship, Consolidation Group, Accounting Department • Maintained weekly inventory reports that included capital markets and hedges accounts. • Designed and implemented a foreign currency spot forward report used by traders.
ADDITIONAL • Chartered Financial Analyst (CFA) Program: Level II Candidate. • Securities Registration: Series 7, Series 63. • Native Mandarin speaker, conversational Italian, and working knowledge of French. • Enjoy traveling, outdoor sports, reading, classical music and learning golf. LLOYD MALLAH 424 West End Ave. Apt 16L New York, NY 10024 212-579-6970 [email protected]
EDUCATION 2000 - 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member: Investment Banking Club, Internet and Technology Business Group, Private Equity Club GMAT: 710 (96th percentile)
1993 - 1997 WASHINGTON UNIVERSITY St. Louis, MO JOHN M. OLIN SCHOOL OF BUSINESS B.S.B.A, Accounting & Finance, May 1997 GPA: 3.62 Dean’s List
EXPERIENCE 1997 – 2000 ERNST & YOUNG, LLP New York, NY
Senior Auditor, Financial Services – Client engagements include: • Morgan Stanley Dean Witter(“MSDW”) Investment Management(1997 – 2000) . Performed and coordinated performance attestation services under Association for Investment Management and Research (“AIMR”) standards. . Developed changes in AIMR audit process decreasing time to complete engagement from eight to two months. . Increased firm profits realized on this engagement by over 50%. • MSDW Private Equity Group (1997 – 2000) . Managed year-end audit of 30 venture capital and LBO investment partnerships. . Analyzed partnership agreements; participated in valuation of private investments held by the funds. • MSDW Equity Research Department (1998 – 2000) . Performed quarterly performance attestation audit for six mock portfolios. These portfolios are designed to give investment advice to MSDW clients. . Doubled revenues earned on this engagement by proactively pursuing additional client work within MSDW’s equity research department. • Saunders, Karp & Megrue (1999 – 2000) . Coordinated/performed year end audit of three investment partnerships.
Summer 1996 MARGOLIN, WINER & EVENS, LLP Garden City, NY • Assisted in processing tax forms, computer inputting and proofreading of financial statements.
Summer 1995 KAUFMAN, GREENHUT, LEBOWITZ & FORMAN, LLP New York, NY • Assisted senior accountants in year end-audits of several clients. • Utilized tax return software package to process client tax returns.
ADDITIONAL INFORMATION CPA – Obtained New York State public accountancy license in October 1999. Computer Skills – Proficient in Microsoft Office applications. Extensive experience with database applications. Tourette Syndrome Association - Volunteer since 1988: Assisted in operations of office, fundraising and computer database maintenance. Sigma Alpha Mu Fraternity – Co-Chaired alumni committee; served as Vice President - primary responsibility focused on managing the risk associated with events held within the fraternity. Interests – Travel, hiking, fishing, and sports.
JAY L. MALLEN 240 W. 104th Street, Apt #3E New York, NY 10025 212-531-2109 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and Economics, May 2002 Member, Investment Banking Club Volunteer, Harlem Tutorial Program
1996 – 1997 USC LEVENTHAL SCHOOL OF ACCOUNTING Los Angeles, CA Master of Business Taxation, May 1997 Awarded fellowship based on academic accomplishments
1991 – 1995 UNIVERSITY OF CALIFORNIA, LOS ANGELES Los Angeles, CA BA cum laude, Business Economics (College Honors Program), March 1995 Member, Student Accounting Society Elected fraternity treasurer Volunteer math tutor for Project SHARE, UCLA outreach program for underprivileged children
EXPERIENCE 1997 – 2000 ERNST & YOUNG, LLP Los Angeles, CA and Miami, FL Tax Consulting Senior, Entrepreneurial Services Group • Worked with closely held companies on tax planning issues related to mergers and acquisitions • Intimately involved in sales efforts to provide clients with innovative tax planning strategies • Liaison to R&D Tax Credit Group • Project manager of multimillion dollar R&D tax credit project for international client • Played key role in successfully claiming $7 million R&D tax credit for California-based client • Awarded bonus for exceeding revenue objectives • Received highest possible rating on annual performance reviews each year with firm • Ranked first in peer group of approximately 80 consultants during fiscal year 1999
1995 – 1999 KRAV MAGA NATIONAL TRAINING CENTER, LLC (KMNTC) Los Angeles, CA KMNTC is a high-end fighting and fitness facility in West Los Angeles that runs programs popular among law enforcement officers and residents of Los Angeles. Helped build Company from zero customers in 1995 to 1400 in 1999.
Director of Finance • Participated in the structuring of the start-up equity private placement • Structured the raising of additional capital in subsequent years • Managed large asset acquisitions • Prepared quarterly and annual financial statements and projections • Oversaw projects outsourced to the Company's independent accountants
1994 – 1995 LAW OFFICES OF GENSON, EVEN, CRANDALL & WADE Los Angeles, CA Accounting Clerk General accounting support (Part-time employment while student at UCLA)
ADDITIONAL INFORMATION • Certified Public Accountant in state of Florida (in progress) • Proficient in Microsoft Word and Excel • Proficient in Lexis-Nexis, CCH research services, and BNA Tax Portfolio online services • Certified instructor in Israeli self defense system • Enjoy surfing and other outdoor related activities David E. Marinoff 165 West 66th St., Apt. 5K New York, NY 10023 (212) 579 – 9231 [email protected]
EDUCATION 1998 – 2000 Columbia University New York, NY Columbia Business School MBA, Finance, expected 2002 GMAT: 780 (99th percentile) Activities: Dual Degree Student Committee, Executive Committee member Investment Banking Club; Columbia Finance Association
Columbia Law School JD, expected 2002 LSAT: 170 (99th percentile) Activities: Columbia Business Law Review, Staff Editor Law School Democrats, Co-Chair
1990 – 1994 Wesleyan University Middletown, CT BA, Music, May, 1994 Activities: Student Body President, 1993 - 1994 University Spring (’93) Musical, Director; University Orchestra, Assistant Conductor
EXPERIENCE 2000 Dewey Ballantine LLP New York, NY Summer Associate - Corporate and Tax Departments • Drafted loan and forward contract documents for a structured repurchase of $500,000 of stock. • Researched tax issues related to stripped coupon bonds and the sale of IO and PO trust interests. • Due Diligence for a $300,000 private placement sale of a technology company. • Participated in practical legal education classes including public speaking and presentation workshops, deposition training and bankruptcy simulation.
1997 – 1999 Davis & Gilbert LLP New York, NY Summer Associate – Corporate Department (1999) • Drafted corporate documents, including assignment, bill of sale and assumption agreements, legal opinions, board and shareholder resolutions and officer’s certificates. • Due diligence for mergers, stock purchase and asset purchase deals, including review of supplier and client contracts, real estate leases and financial documents. Legal Assistant – Litigation Department (1997 – 1998) • Conducted research in contract law, civil procedure, and questions of international service of process. • Assisted in preparation of treatise on employment law authored by senior partner. • Cite checked and proofread numerous memoranda and briefs; organized document productions.
1994 – 1996 Camp Ramah in the Berkshires Wingdale, NY and New York, NY Operations Manager • Managed/supervised office staff of fifteen people. • Coordinated all departmental purchasing; acted as liaison between program and operations staff. • Oversaw all camp transportation needs, scheduling drivers for trips and leasing vehicles. • Produced and edited informational brochures, staff handbook and staff directory.
ADDITIONAL Languages: Conversant in Hebrew; learning German Computer: All Microsoft Office applications; Lexis-Nexis Personal: Biking; skiing; collecting old and rare books; film; Italian cooking; wine; Classical music CHRISTIAN MATTHAEUS 340 W. 72nd Street, LL-1 New York, NY 10023 (917) 647-2523 / [email protected]
EDUCATION 2000 – present COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May, 2002 Member: Investment Banking Club, Columbia Finance Association, European Society, South Asian Business Association, I-Prep
1993 – 1997 POMONA COLLEGE Claremont, CA B.A. Mathematics and Sociology. GPA 3.5 Honors / Distinctions: Pomona Scholar, maintained GPA higher than 3.67 for entire senior year Summer 1996 Student Undergraduate Research Program (SURPS): Awarded a $1,500 grant to conduct research in Germany regarding the effect of citizenship on identity of Turkish-German immigrant students Spring 1996 BUDAPEST SEMESTERS IN MATHEMATICS Budapest, Hungary Selected to study abroad in an advanced level mathematics program WORK EXPERIENCE 1997 – 2000 PHB HAGLER BAILLY, INC. (merging with: PA CONSULTING) Los Angeles, CA Consulting firm providing expertise in finance and accounting to litigation attorneys, management and economic advice to utilities and strategic environmental advice to industrial companies
Senior Analyst Collaborated directly with partners of firm. Sole analyst to be staffed in all three of the firm’s areas, trained junior analysts and recruited prospective analysts Litigation Consulting . Analyzed financial statements to develop damage models for litigation cases for clients ranging from Fortune 500 to private companies . Participated as sole analyst in 9 major case teams, including: $200-300 million lost profits claim due to infringement of right of first refusal (in progress) $80 million “Racketeer Influenced and Corrupt Organizations” claim against an apparel company $36 million lost profits anti-trust claim against a state-owned gas company . Conducted due diligence in major industries, from insurance to telecommunication companies, to assess strength of financial projections . Created macros and ran sensitivity analyses to quantify changes in underlying assumptions . Built models to quantify damages due to fraudulent announcement on publicly traded stocks using regressions and macros . Interacted daily with clients and their attorneys to refine analysis during trials, arbitrations and depositions
Utilities Consulting . Developed model that applied microeconomic principles of aggregate supply and demand curves to predict the electricity clearing prices for California’s deregulated energy market’s exchange . Researched and analyzed investment risks for utility projects in emerging markets for Cinergy International . Calculated cost of capital for power grid owned by the New South Wales government
Environmental Consulting . Forecasted future environmental costs for insurance recovery claims using probabilistic analysis . Designed extensive databases to capture detailed cost information for a large tire and rubber manufacturer Summer 1995 URBAN DEVELOPMENT THROUGH LOCAL EFFORTS PROJECT Kathmandu, Nepal
Intern Conducted research on infrastructure development and participated in various leadership workshops LANGUAGES / OTHER . German (native speaker), Portuguese (fluent), Nepali (conversant) . Intermediate Visual Basics for Applications (VBA) programming skills in Excel and Access . Lived and traveled extensively throughout Europe, Asia and Brazil . Enjoy windsurfing (8 years), backpacking, drawing portraits, and Indian cooking
MATTHEW J. MIDDLETON 411 W. 115th St. #52 New York, NY 10025 (212) 866-1675 [email protected]
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2001 Member: Investment Banking Club, Private Equity Club GMAT: 740 (99th percentile)
1998-2000 COLUMBIA LAW SCHOOL New York, NY JD, May 2001 Executive Board Member Law Revue Show
1992-1996 UNIVERSITY OF VIRGINIA Charlottesville, VA BA, Economics, Minor in Mathematics, May 1996 Deans List, Echols Scholar, Economics Distinguished Major Program Appointed Honor Committee Support Officer
EXPERIENCE
2000 SULLIVAN & CROMWELL, Summer Associate New York, NY • Drafted private placement agreement for preferred stock offering by a major Dutch bank. • Coordinated stock purchase agreement for sale of Technicolor by Carlton Communications PLC. • Prepared defense profile and performed due diligence for Royal Bank of Canada’s acquisition of Dain Rauscher Corp. • Formulated and managed agreements for preferred stock offering by Standard Chartered Bank.
1997-1998 CHESAPEAKE CAPITAL CORPORATION, Research Analyst Richmond, VA • Researched trading strategies for investment firm managing $1 billion in client assets. • Developed reports assessing market volatility and portfolio risk used by traders to size positions in interest rate, stock index, currency and commodity markets.
1996-1997 SIGNET BANKING CORPORATION, Business Analyst Richmond, VA • Evaluated and presented proposals for restructuring a regional bank to senior management and consultants. • Analyzed and refined plans to save 20% of expenses in 5 business units. • Performed NPV analysis on unsecured loan portfolio to determine effects of delinquency and chargeoffs, interest rates, and prepayments. • Selected offering pool and forecasted cash flows for a $400 million loan securitization. • Presented and defended projections with investment bankers and rating agencies.
1995 COLLEGE PRO PAINTERS, INC., Entrepreneur Fairfax, VA • Managed marketing, sales, finance, and operations of a residential painting franchise. • Exceeded sales goal by 30%. • Led, trained and recruited 12 employees. • Consistently ranked as one of the top 5 performing franchises in multi-state region.
ADDITIONAL INFORMATION
Passed Chartered Financial Analyst (CFA) Examination Level 1, June 2000. Sports: down-hill skiing, golf.
RICARDO VAÑÓ MÍNGUEZ 400 West 119th Street, Apt. 3E New York, NY 10027 (212) 222-0061 [email protected] Education: 2000-2002 COLUMBIA BUSINESS SCHOOL – New York, NY MBA – Finance/ Strategic Management, May 2002 Member: Management Consulting Association, Columbia Entrepreneurs Organization, Latin America Business Association
1990-1994 ESCOLA POLITÉCNICA – USP – São Paulo, Brazil BS, Production Engineering, March 1995 Captain: Swimming Team Athletic Dept. Worked Part-time: Volkswagen, Citibank Private Bank. Experience: 1996-2000 BANCO SUL AMÉRICA S.A. – São Paulo, Brazil Bank owned by the biggest insurance company in Latin America Manager, International Asset Management Department • Managed offshore fixed income mutual fund. Designed the post-financial crisis recovery strategy and prevented shareholders’ withdrawals from fund. Negotiated maintenance of key credit lines for the fund after crisis. Analyzed market tendencies and conducted portfolio asset allocation and leverage changes; • Convinced board of directors to enter the eurobonds market through acquisition of a proprietary position. Traded all eurobonds for Sul America Group and generated biggest revenue sources for the International Dept. (1998 and 1999); • Structured and implemented Local Currency International Transfers and International Custody Services for Private Clients. Coordinated efforts from several departments to shape new products, modeled and implemented operations; • Managed and traded private clients’ offshore fixed income portfolios, representing a total of US$ 89 million under management and custody; • Engaged in actively trading all Sul America Group offshore fixed income bonds, accomplishing significant borrowing costs reductions for the group. Manager, International Department • Collaborated in 3 successful eurobonds issues from Sul America offshore companies.
1995-1996 Bank Boston– São Paulo, Brazil Credit Analyst, Central Credit Unit • Designed new Credit Policies for Bank Boston Brazil; • Participated in senior credit committees, supervising compliance of proposed credit lines to Bank Boston’s credit policies.
1995-1995 Grupo Ultra- São Paulo, Brazil Biggest Bottled Gas Distributor in Brazil Financial Analyst, Ultradata • Analyzed financial viability of new investment and maintenance projects for all Ultra Group subsidiaries. Additional Information: Foreign Languages: fluent in Portuguese, Spanish, English and proficient in German (9 years studying the language, lived 3 months in Germany). Dual Citizenship: Brazilian and Spanish. Established seven swimming national records and 23 São Paulo state swimming records; Capoeira fighter: instructor of the Oju-Oninfa Group Brazilian Jiu Jitsu fighter: Behring Jiu Jitsu Team purple belt competitor.
RAY A. MIRZA 118 W. 72nd Street, Apt. 1203 New York, NY 10023 (212) 721-9869 [email protected] EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA – Finance, Entrepreneurship, & Strategic Management, May 2002 Activities: Investment Banking Club, Private Equity Club, Internet & Technology Business Group GMAT: 740 (99th percentile)
1992-1994 RUTGERS UNIVERSITY New Brunswick, NJ BS with Honors – Operations Research & Industrial Engineering, May 1994 Honors: Cum Laude, Dean’s List, Alpha Pi Mu Honor Society
1988-1992 CORNELL UNIVERSITY Ithaca, NY BA – Economics & Government, May 1992 Honors: Dean’s List, Golden Key National Honor Society
EXPERIENCE 1997-2000 DELOITTE CONSULTING New York, NY Manager – Enterprise Applications & E-Procurement Group, 1999-2000 • Conducted initial research and groundwork for launch of an internal Internet and technology incubator. • Advised on strategy, technical architecture, launch timeline, potential alliances, and recruitment of key staff for a Financial Services B2B startup. • Participated in the development of potential partnerships with three Internet startups - a professional services automation firm, a B2B marketplace, and a corporate portal software business. • Evaluated vendors including Commerce One, Ariba, and Clarus in the selection of e -Procurement software to streamline clients’ procurement and payables functions. • Performed analyses such as cost/benefit, return on investment, comparable company, pro -forma, and budgeting/forecasting in the evaluation of technology investments and strategic direction.
Senior Consultant – Enterprise Applications Group, 1997-1999 • Initiated and managed relationships with ERP vendors including SAP, Oracle, PeopleSoft, and JD Edwards. • Managed large-scale projects within the securities, banking, and insurance industries. • Streamlined clients’ financial management processes with an emphasis on treasury, general ledger, procurement, and reporting functions. • Led teams of 5-20 Deloitte consultants in the identification of inefficiencies, requirements gathering, business process mapping, and assessment and evaluation of technology solutions for client businesses. • Oversaw and coordinated recruiting and analyst orientation activities and served as a counselor and mentor for junior staff.
1994-1997 PRICE WATERHOUSE MANAGEMENT CONSULTING New York, NY Consultant, IT & Financial Cost Management Group • Conducted strategic planning sessions for client senior management to determine short- and long-term business requirements and goals. • Strategically assessed best practice options in the reengineering and optimization of client business functions. • Analyzed business and data flow processes for large-scale ERP engagements within the financial services and entertainment industries. • Planned, designed and implemented financial/management reporting systems including data conversion and interface strategies.
1993-1994 J.P. MORGAN & COMPANY, INC. New York, NY Analyst, Global Technology & Operations • Participated in the development and maintenance of a Fixed Assets system supporting Finance & Purchasing. • Liased with business users to determine client needs and specific product characteristics. • Wrote a complete user’s manual that outlined the use of the new system.
COMPUTER Languages/Databases: COBOL, JCL, SQL, SQL Windows, PL/SQL, Oracle 7, DB2 SKILLS Software/Application Packages: Ariba, Commerce One, PeopleSoft/Oracle Financials & Procurement, PeopleSoft/Oracle reporting tools, nQuire, MS Office 2000, Visio 5.0
ADDITIONAL Have traveled to over 50 countries and have lived in the Philippines, Pakistan, India, Saudi Arabia, and Turkey. Enjoy golf, weight training, and fantasy football. Stephanie A. Mulazzi 75 West End Avenue #C21B New York, NY 10023 Phone: (212) 245-2784 Email: [email protected] EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member - Investment Banking Club, Private Equity Club, Columbia Women In Business, Peer Advisors, Wine Society. GMAT: 710 (96th Percentile).
1993-1997 YALE UNIVERSITY New Haven, CT BA, Economics, May 1997 (GPA 3.4) Captain - Varsity Women’s Swim Team. Ivy League Champions, 1995-1997. President - Yale Captain’s Counsel. President - Yale Student Activities Counsel. Yale College Fellows Leadership Award, 1996.
Spring 1996 UNIVERSITÀ DI PADOVA Padova, Italy Studied Italian, International Economics, Art History. All course work in Italian.
EXPERIENCE 1997-2000 SALOMON SMITH BARNEY New York, NY Financial Analyst, Global Financial Institutions Group • Actively participated in M&A advisory assignments, performing valuation analysis, due diligence activities and drafting confidential memoranda for: - Consumer finance company with $24B in receivables selling home equity and leasing businesses, including separate valuation of securitized portfolios - $13B credit card company divesting cellular resale business - Buy-side auction of auto finance company with $5B in receivables • Assisted in fixed income and equity capital raising activities: - Global and Senior Notes Issuances of commercial finance companies - $1.2B Secondary Equity Offering of commercial finance company - High Yield Offering for $300M consumer finance company • Other positions held: Senior Analyst Representative - IBD Analyst Steering Committee; Captain - FIG and Yale University Analyst Recruiting.
Spring 1996 VERONESI AGRICOLA ITALIANA, SpA Verona, Italy Intern, Strategic Planning Division • Performed comparable company and sector analysis for regional expansion study. Assisted in valuation of potential acquisition targets.
1993-1997 ASSOCIATION OF YALE ALUMNI New Haven, CT Assistant to Finance Director; Student Chair, Reunion Planning Committee • Assisted in creating and maintaining annual budget and spending accounts. • Organized and coordinated student-led teams for alumni reunion events.
ADDITIONAL INFORMATION Languages: Proficient Italian, Conversational French, Beginning Spanish. Activities: Yale Swimming Association - Young Alumni Representative; Yale Alumni Fund - Class of 1997 Agent. Interests: Swimming, Skiing, Sautéing, Sushi.
ARIANA L. MYERS 530 Riverside Drive #2E New York, New York 10027 646-489-3219 [email protected] EDUCATION 2000-2002 Columbia Business School New York, New York MBA, Finance, May 2002. GMAT 770; Analytical Writing 6.0/6.0. Investment Banking Club, Internet & Technology Club, Columbia Women in Business 1988-1993 Rice University Houston, Texas BA, Linguistics, June 1993. National Merit Scholar. President’s List, 2 years. Fall 1992 Russian State Humanities University Moscow, Russia Semester abroad through the Institute for European Studies.
EXPERIENCE 1998-2000 Enron Europe Ltd. London, United Kingdom Associate, Global Finance • Marketed derivatives as risk management tools to counterparties with commodity exposure arising from energy-linked debt. • Structured $50m off–balance sheet financing via commodity prepayments. Associate, Research & Trading Controls • Developed procedures for and managed internal audits of ex-system integrated capital and commodity transaction valuation models. • Programmed (Excel VBA) variance-covariance value-at-risk calculator for external client’s power portfolio. Analyst, Risk Management & Trading • Developed arbitrage trading and hedging strategies for newly formed continental European gas desk. Built gas curve generation model, incorporating these strategies. • Created fair-value pricing models for power and gas sales contracts based upon derivative component valuation. • Marketed Enron’s gas and power commodity price risk management capabilities in Russia, Ukraine, and Bulgaria.
1995-1997 Enron Capital & Trade Resources Houston, Texas • Served as gas logistics position manager during intraday trading: monitored physical linepack and storage positions with respect to trading strategy. • Worked shiftwork as a gas controller and trained other controllers on use of real- time monitoring and remote control (SCADA) system upgrade. • Provided technical support for gas control and developed software upgrade of SCADA system from text -based format to graphic user interface.
1993-1995 M&H Enterprises Houston, Texas • Led a team of five in production of regulatory compliance documentation for oil and gas exploration and production companies. • Served as Evaluator during US Coast Guard–sponsored oil spill drill, New Orleans MSO, November 1994. • Developed auditor training program for ISO9000 certification affiliate.
ADDITIONAL FSA (UK Financial Services Authority) General Representative, Global Association of Risk INFORMATION Professionals (1999-2000), Gas Controllers Association (1997-98). Highly proficient in Microsoft Excel (including macros and VBA programming). Advanced speaker of business Russian (‘Pass with Distinction,’ LCCI Foreign Languages for Industry and Commerce Advanced Level Russian exam), intermediate Italian.
Daniel A. Nuckles, CPA 530 West 113th Street, #1D New York, NY 10025 (212) 665-4960 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Recipient: Goldman Sachs Fellowship (full tuition merit award) Member: Investment Banking Club, Tennis Club, and Harlem Tutorial Volunteer Program GMAT: 750 (99th percentile)
1992 – 1995 UNIVERSITY OF CALIFORNIA Davis, CA Bachelor of Science, Managerial Economics, December 1995 Honors: Phi Beta Kappa, Graduated with High Honors (top 5%), Dean’s List, Department Citation, Golden Key Honor Society, Graduated in 3 ¼ years, GPA: 3.78 Member: Delta Sigma Pi business fraternity (chapter founder and senior vice-president), Alpha Phi Omega community service organization Worked 25+ hours per week to help finance education
LICENSE INFORMATION • Certified Public Accountant (required 600+ hours audit experience) • Level II candidate in Charter Financial Analyst program
EXPERIENCE 1999 – 2000 ARTHUR ANDERSEN LLP San Francisco, CA Financial Valuation Services Group Experienced Senior Associate • Valued equity interests in privately held companies utilizing discounted cash flow analysis, comparable companies analysis, comparable transactions analysis, and cost approach • Performed valuations of various other intangible assets, such as research and development, technology, trademarks, patents, and other goodwill items • Allocated purchase price premium of companies post acquisition amongst intangible assets • Analyzed financial statements, modeled detailed financial forecasts, conducted extensive industry and company research, and wrote numerous reports • Interviewed company management and industry experts to evaluate industry trends and strategic positioning • Actively involved in recruiting and interviewing of new associates • Focused primarily on telecommunication, biotechnology, and Internet sectors
1996 – 1999 Tax Group Senior Associate • Performed tax planning, entity restructuring, and technical research saving millions of dollars annually for major technology, bank, and real estate clients • Advised clients about tax implications of merger activity • Oversaw client implementation of proposed tax strategies • Supervised preparation of tax returns for multi-state corporations and partnerships • Created complex tax allocation model • Wrote numerous research memorandums
ADDITIONAL INFORMATION • Founder, Community Enrichment Organization, a non-profit community service group • Proficient in Microsoft Word, Excel, and PowerPoint, Bloomberg, LEXIS-NEXIS, and other financial databases • Enjoy tennis, American history, and politics
Oluseun O. Oke 362 Riverside Drive, #1B5-1 New York, New York 10025 (212) 853-8115 [email protected] EDUCATION 2000 – 2002 Columbia Business School New York, New York MBA –Finance– May 2002 Member – Investment Banking Club, Columbia Finance Club, Real Estate Association, Black Business Student Association and Soccer Team
1994 – 1997 San Francisco State University San Francisco, California BS –Business Administration– January 1997. Summa cum Laude Concentrations in Banking, Finance and Real Estate GPA 3.9 (97th Percentile) Member – Beta Gamma Sigma
1992 – 1994 Los Medanos College Pittsburgh, California Bachelor of Science in Business Administration Transfer Curriculum GPA 3.89 (Dean’s List)
EXPERIENCE 1999 – 2000 Sacramento Housing and Redevelopment Agency (SHRA) Sacramento, California Finance Specialist, Development Services • Led intra-Agency communication with construction management, labor compliance and legal department for efficient project reviews • Closed on eleven financing transactions that yielded 630 housing units. Conducted due diligence on the appraisal, title, marketing, management, environmental, entitlement and organization structure issues surrounding proposed multi-family housing developments • Performed financial analysis and risk assessments on project budgets and project pro-forma operating cash flows within the constraints of Agency LTV, DCR and other underwriting policies • Analyzed project capital structures to ascertain funding gaps, to leverage Agency funds, and to minimize credit risk • Negotiated capital structures, payment structures, timing of payments as well as the depth and breadth of affordable units with developers • Created staff reports and presented recommendations to the different governing boards, including SHRA Loan Committee, Sacramento City Council and the Sacramento Board of Supervisors • Prepared simple contracts, reviewed Agency loan and bond documents
1997 – 1998 The Clorox Company Oakland, California Staff Accountant, International Division • Managed General Ledger System and served as primary contact for Latin American subsidiaries • Participated in the financial statement consolidation of all foreign subsidiaries • Prepared financial statements and inter-company notes for subsidiaries • Reconciled legal profits to management profits for the Latin American subsidiaries • Analyzed significant financial variances and presented succinct explanations for the change to senior management and external auditors
ADDITIONAL INFORMATION Series 7, 63 and 65 licensed. Ex-Treasurer-Capitol City Toastmasters. Proficient in Excel, MS Word, PowerPoint, Netscape, Internet Explorer, Lotus 1-2-3 and Bloomberg. Dual US-British Citizenship. Native Nigeria-Yoruba speaker. Beginning Spanish. Avid chess and soccer player. Enjoy the movies, theater and the opera. Volunteer Harlem Tutorial.
SCOTT D. OSTFELD 520 West 112th Street, Apt. # 15A New York, NY 10025 (212) 865-5474 [email protected]
EDUCATION COLUMBIA BUSINESS SCHOOL New York, NY MBA, May 2002 Elected: Student Representative to University Senate, Cluster Academic Representative Member: Investment Banking Club GMAT: 760 (99th percentile)
COLUMBIA LAW SCHOOL New York, NY JD, May 2002 Editor, Columbia Law Review Teaching Assistant, Harlan Fiske Stone Scholar (academic excellence)
COLUMBIA COLLEGE New York, NY BA, Art History, magna cum laude, May 1998 Phi Beta Kappa, Dean’s List, GPA: 3.9
EXPERIENCE Summer 2000 WACHTELL, LIPTON, ROSEN & KATZ New York, NY Summer Associate, Corporate, Tax, Benefits and Litigation • Drafted sections of a registration statement, participated in client and investment banking strategy sessions and coordinated parent/subsidiary management teams to identify and compile inter-company agreements for a tracking stock offering of a transportation company. • Identified and evaluated options for the tax-free divestiture of a recently acquired subsidiary. • Researched, analyzed and drafted client memorandum on subsidiary stock option plans. • Performed due diligence for a $2 billion wireless asset acquisition.
Summer 1999 SHEARMAN & STERLING New York, NY Summer Associate, Mergers and Acquisitions, Corporate Finance and Litigation • Analyzed and wrote client memorandum on the legality of making a hostile bid for a target company engaged in late-stage merger negotiations. • Drafted sections of a registration statement and performed due diligence for the initial public offering of a local communications service provider.
1998-1999 CAMPUS MENUS INC. New York, NY Founder and CEO Campus Menus is the exclusive provider of a print and online menu guide of local restaurants for Columbia University undergraduates. Annual revenues for 1998 exceeded $12,000. • Founded and handled all aspects of the business, including negotiating and drafting contracts, managing sub contracts, corporate filings, legal matters, taxes, Internet and marketing. • Drafted and executed a merger agreement for sale of corporation for a 900% return on initial investment.
1997-1998 NEWBROOK CAPITAL MANAGEMENT INC. New York, NY Intern • Researched and wrote daily financial news summary for day traders. • Analyzed and wrote summary of online trading market for a trade execution software company’s business plan.
ACTIVITIES • Established a highly profitable business planning and coordinating social events, with annual revenues of $40,000. Events included fashion shows for Lacoste in Miami and New York, a private party for Tahari Ltd. and a Fashion Week party for Elite Model Management. • Enjoy tennis, golf and shuffleboard. MARCO PAGLIARA Via delle Macchie, 52 100 Morningside drive, Apt. 1G 54039, Ronchi New York, NY, 10027 Massa, Italy (212) 864-6822 +39 0585 246773 [email protected]
EDUCATION 2000 - 2002 COLUMBIA BUSINESS SCHOOL, New York, MBA, Finance, May 2002. Member: NOVA (Association of Italian Students and Alumni of US Business Schools), European Society, Investment Banking Club. 1991 - 1997 UNIVERSITA’ COMMERCIALE “LUIGI BOCCONI”, Milan BS, Business Administration (CLEA), February 1997. Final grade: 110/110 cum laude. Major: Organization of the work and Human Resources management. Received “Best Graduates” gold medal for scholastic achievement. EXPERIENCE 1997 – 2000 MCKINSEY & COMPANY, INC., Milan, Paris Associate Financial Services (Banking) - New Business Development . Advised management of leading Italian financial brokerage firm to define European expansion strategy focused on Private Banking. . Led client management teams in operative start-up phase of first target country (France) following a “Greenfield” approach. . Presented results directly to CEO on weekly basis. Financial Services (Insurance) – Corporate Finance and Strategy . Developed strategic plans and performed pro-forma financial statements to support one of the largest Italian insurance companies in acquisition of a regional bank (USD 1 billion). . Assessed potential synergies and presented value creation opportunities to CEO. . Participated in deal’s execution, working with investment banks and lawyers. Business Analyst Financial Services (Insurance) - Sales Force Management . Redefined commercial strategy and sales organization for insurance company with 2,000 agents throughout Italy (USD 3 billion of premiums collected annually). . Created software to assist agents in commercial planning and to optimize sales force size. Financial Services (Banking) - Strategy and Post-Merger Management . Developed strategic rationale for merger between two Italian commercial banks. Performed Cost Benefit Analysis of merger and authored business plan. . Crafted detailed merger implementation plan and supervised several client teams responsible for executing the merger. Financial Services (Banking) - Organization . Enhanced efficiency of large Italian bank’s credit division by reshaping underwriting processes and organizational structure. 1997 CITICORP-CITIFIN FINANZIARIA, Milan Trainee Human Resources Department . Created organizational charts, job descriptions and performance evaluation procedures. . Organized new Orientation program to assimilate new hires. 1996 SDA BOCCONI, Milan Teaching Assistant . Managed direct marketing campaign to promote executive courses in organizational behavior. ADDITIONAL EU work authorization. Native Italian speaker. Fluent in English, conversational French and basic knowledge of German. Enjoy sailing, tennis, squash. Member of Wine and Gourmet Clubs.
D. LUKE PALMERLEE 2289 1st Avenue, Apt. #1 New York, NY 10035 212.410.5749 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, May 2002 Investment Banking, Real Estate, Gourmet, Ball Room Dancing Clubs, and CBS Integrity Board
1989 – 1993 YALE UNIVERSITY New Haven, CT BA, History, May 1993 Club Cycling Team (Category C)
EXPERIENCE 1995 – 2000 CUSHMAN & WAKEFIELD, INC. Associate Director – Advisory Services (1999 – 2000) New York, NY • Led seven-person real estate due diligence team for M&A transactions. • Completed financial/cost recovery analysis for corporate relocation strategies. • Identified disposition scenarios for encumbered and obsolete assets. Associate Director – International Investment (1998) Hong Kong • Created practice to provide market strategy and financial due diligence to real estate investors active in China, Singapore, Thailand, and Malaysia. • Advised corporate insolvency/restructuring practices on packaging and sale of real estate assets held by Asian corporations and private investors. • Managed due diligence process for U.S. investment bank reviewing commercial portfolio (600,000 s.f.) in Hong Kong. • Presented firm’s capabilities to more than 100 existing and potential clients. Senior Associate – Advisory Services (1996 – 1997) New York, NY • Headed investment advisory team for client purchasing $90 million, one-million square foot office complex in Atlanta. • Developed group objectives, marketing strategy, and staffing requirements necessary to form Advisory Services. Associate – Commercial Brokerage (1995) • Identified risk factors and market opportunities for national expansion strategies of telecommunications and financial services clients. • Analyzed total cost and NPV of proposed leases for corporate clients. • Calculated loss factors, operating and tax charges for clients relocating to new premises.
1994 – 1995 KVÆRNER, INC. Stamford, CT Special Assistant to President Wrote and presented project descriptions and marketing strategy to investors and state/federal regulators for $2 billion, 2000-megawatt hydroelectric generation project.
1993 – 1994 UNITED STATES HOUSE OF REPRESENTATIVES Washington, D.C. Legislative Staff Responsible for international trade issues (e.g., NAFTA) on Congressman Craig Thomas’ six- person legislative team.
ADDITIONAL INFORMATION PADI certified scuba diver; whitewater/sea kayaking guide in WY, MT, and British Columbia.
PETER V. POLANSKYJ 50 Van Buren Avenue, Apt 1F Metuchen, NJ 08840 732.516.1725 [email protected]
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member: Investment Banking and Private Equity Clubs, Small Business Consulting, I-Prep GMAT: 720
1991-1995 RUTGERS UNIVERSITY New Brunswick, NJ BA, Mathematics & Economics, Highest Honors, May 1995 THESIS: The Effects of Assets and Off Balance Sheet Activity on the Risk/Return of Large U.S. Banks Named: Henry Rutgers Scholar, Recipient: Rutgers College Research Stipend, Dean’s List: 5 semesters
1990 THE UKRAINIAN FREE UNIVERSITY Munich, Germany Attended summer program in Austria, France, Germany, Italy, Monaco, Slovakia and Switzerland
EXPERIENCE
RELIANCE INSURANCE COMPANIES New York, NY 1998-Present Supervising Actuary, Ceded Reinsurance Responsible for valuation and risk analysis supporting reinsurance purchases and risk management decisions. • Led a multidisciplinary team responsible for creating a catastrophe risk management system for a $1.4 trillion portfolio with $28 billion of corporate exposure. • Worked as member of a liaison group interacting with senior management, investment bankers and modeling firms as part of a securitized catastrophe reinsurance transaction. • Evaluated pro forma impact of implementing new reinsurance structures on statutory and economic basis. • Promoted after every annual review period.
1995-1998 Senior Actuarial Analyst, Transportation & Risk Management Divisions Acted as actuarial contact for casualty insurance underwriting teams servicing Fortune 1000 clients. • Created and implemented a liability valuation application combining actuarial and financial concepts. • Supported team in servicing one of the corporation’s largest accounts with a valuation exceeding $250M. • Redesigned actuarial processes and roles for Transportation Division as part of 2 reorganizations. • Managed and trained new staff members.
1995 Actuarial Student, External Reporting Unit Philadelphia, PA • Performed analysis related to transfer of liabilities to offshore subsidiaries and annual statutory reporting.
1994-1995 Actuarial Intern, International Department New York, NY • Monitored quarterly price movements accounting for currency exchange. • Worked 12-16 hours a week while maintaining a full course load and another part time job.
PROFESSIONAL DESIGNATIONS
Associate, Casualty Actuarial Society Member, American Academy of Actuaries
ADDITIONAL
• Visual Basic programming, @Risk, Best Fit, GAUSS, Micro TSP, SAS, • Languages: fluent in Ukrainian, working knowledge of French • Rutgers Rugby Team, Rutgers Club Lacrosse and Founding Officer of Rutgers Mountain Biking Club • Hobbies: rock climbing, long distance running, sailing, golf, skiing Luciano Bolanho Pracidelle 530 Riverside Drive, Apt.4E New York, NY 10027 (212) 666-5991 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL – New York, NY MBA, Finance and International Business, May 2002. Member: Investment Banking Club, Latin American Business Association, Gourmet Club.
1992 – 1996 PONTIFICIA UNIVERSIDADE CATOLICA – Sao Paulo, Brazil BA, Business Administration, Finance. Elected class representative. EXPERIENCE 1995 – 2000 CITIBANK – Sao Paulo, Brazil Assistant Vice President, Global Relationship Bank, 1998 – 2000 Managed corporate multinational accounts, providing commercial and investment banking products and advisory services. Approximate annual revenue: $5.8 million. • Prospected new clients and increased Citibank’s share of wallet in existing clients, growing revenues by 140% in three years – surpassed goal by 65%. • Interacted with top management internally as well as from clients. • Managed the treasury outsourcing program of two large multinational companies generating $1.8 million new net revenues for the bank. • Acted as a liaison between the Corporate Bank and the Asset Based Finance Group. • Formed and coordinated product teams to deliver financial solutions to clients. • Visited client’s parent companies abroad to align local and international strategy. • Held approval responsibilities in credit committees with an individual limit of $250,000. • Supervised and trained two college interns.
Management Associate, 1997 – 1998 • Attended formal courses and went on job rotations in the US, Argentina, Peru and Brazil. • Completed the bank’s theoretical and practical training on credit analysis, treasury, finance, asset management, pension funds and relationship management. • Developed a Mutual Funds Credit Scoring System. • Participated in Retail, Food & Beverage, Automotive and Banking Industry Analyses.
Intern – Asset Based Finance, 1995 – 1997 Initiated credit analyses for transportation and construction companies and monitored the disbursement of International Lease transactions.
1995 BANCO NACIONAL – Sao Paulo, Brazil Intern – Portfolio Assessment & Credit Analysis Analyzed financial statements of Brazilian and multinational companies.
1994 - 1995 BESTFOODS – Sao Paulo, Brazil Intern – Logistics Division Reported daily production, and distribution of finished goods at each plant.
ADDITIONAL Brazilian national; native Portuguese speaker, fluent in English and Spanish. Former volunteer Composition professor. Enjoy swimming, running and cooking. CHRISTOPH RODE 542 West 112th Street, Apt. 3G New York, NY 10025 Telephone: (212) 864 4345 E-mail: [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002. Awarded DAAD (German Academic Exchange Service) scholarship. Member: Columbia Finance Association, Investment Banking Club, European Society. GMAT: 97th percentile. 1991-1997 TECHNISCHE HOCHSCHUL E Aachen, Germany Diplom (Master), Physics, December 1997 (six years degree). Vordiplom, Mathematics, September 1993. Final grade: Sehr gut (Very good). Worked as teaching assistant in theoretical physics. 1993-1994 UNIVERSITY OF LONDON London, UK Queen Mary and Westfield College, School of Mathematical Sciences. Exchange student. Awarded Erasmus scholarship.
EXPERIENCE 1998-2000 KPMG DEUTSCHE TREUHAND-GESELLSCHAFT Frankfurt a. M., Germany Senior Executive, Corporate Finance and M&A advisory group • Developed financing structures. Created integrated financial model to evaluate future earnings. Carried out valuations using DCF, comparable public company and transaction multiples. • Managed international M&A transactions on buy- and sell-side: − Cross-border leveraged management buy-in to German manufacturing firm of $20m. − Sale of publicly listed paper company and capital raising of $75m. • Interacted closely with client senior management as key KPMG project contact. • Prepared fund-raising documentation, business plans, selling memoranda. • Approached institutional and strategic equity investors, contacted mezzanine and debt providers and evaluated offers. Led management presentations, involved in negotiations. • Prepared and presented marketing pitches. • Directed junior team members and relevant KPMG departments. 1998 JP MORGAN Frankfurt a. M., Germany Intern, Corporate Finance and M&A advisory group • Prepared company profiles, industry analyses and detailed business briefings. • Conducted research and consulted internal industry experts in international offices. 1997 and 1995 KIENBAUM UNTERNEHMENSBERATUNG Düsseldorf, Germany Part-time Consultant, Intern, Management Consulting • Developed computer based market forecast tool to facilitate client management’s business planning process. • Presented progress report to client. Summer 1996 MERCER MANAGEMENT CONSULTING Munich, Germany Intern • Performed ratio analysis of acquisition candidates. • Conducted interviews with client senior management.
ADDITIONAL INFORMATION Hold EU work authorization. Native German, fluent English, working knowledge of Italian. Proficient in Microsoft Office. Enjoy squash, jogging. Other interests: Modern history, wine tasting. XAVIER DE ROMAÑA Apartado Postal 1642 502 West 122nd Street Apt 64 Lima 01, Perú New York, NY 10027 +(511) 348 1141 (212) 932 0311/ (917) 538 4369 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, N.Y. MBA, May 2002. Member of the Investment Banking Club, Investment Management Club, Private Equity Club, Internet and Technology Business Association and, European and Wine Societies
1988-1994 UNIVERSIDAD DEL PACIFICO Lima, Perú BA, Business Administration – Finance/Marketing, July 1994
EXPERIENCE 1996-2000 AFP INTEGRA Lima, Perú Largest Peruvian pension fund manager, 60% owned by ING Portfolio Manager • Participated in the design of the investment strategy for the $800 million net asset value fund • Orchestrated the investment-team actions to implement the strategy. Improved profitability ranking from # 4 (out of five funds) in May, to # 2 in December 1999 • Renegotiated new terms for investments on Peruvian companies affected by the financial crisis • Represented bond creditors in the capital restructuring of Austral Group ($ 55 million) Fixed Income Analyst • Analyzed and decided the allocation over the fixed income investments, 65% of the Fund’s assets, from short term CD’s to Peruvian Brady bonds • Allocated the portfolio investments among USD, Peruvian Soles and VAC (Constant Acquisition Value) currencies • Evaluated potential new fixed income investments (credit risk, terms, price) • Lobbied with Government authorities and Lima’s stock exchange officers to improve market transparency and develop new fixed income products
1995-1996 GRUPO YOBEL Lima, Perú Peruvian industrial group with $ 30 million in revenues Assistant to the CFO • Budgeted the companies’ financial statements and controlled their cash flows • Forecasted the impact of managerial decisions on financial statements • Developed the new amenities line of products for hotels and ships
1994-1995 LOS ANDES Stock Brokerage House Lima, Perú Equity Trader • Traded Peruvian equities for private clients
ADDITIONAL INFORMATION • Dual Citizenship: Peruvian and Swedish • Native Spanish and fluent English speaker • Enjoy art -member of the Lima Museum of Art-, movies, history, traveling and surfing. • From 1997 to 2000, advisor in Peruvian capital markets issues to Mr. Vßctor Joy Way (former Peruvian Minister of Finance and Chairman of the Congress) • Member of the Club Nacional (Lima, Perú) and Los Incas Golf Club (Lima, Perú)
RICHARD JEAN ROY 185 East 85th Street, Apartment 36N New York, New York 10028 Telephone: 646-242-9022 [email protected] ______EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, New York MBA, Finance/Entrepreneurship, May 2002 Member: Small Business Consulting, Private Equity and Investment Banking Clubs
1990-1994 UNIVERSITY OF VIRGINIA Charlottesville, Virginia McIntire School of Commerce Bachelor of Science, Dual Concentration Finance and Marketing University of Virginia Men’s Varsity Tennis (Most Improved Player-1991, Most Valuable Player-1993, Co-Captain 1993 & 1994)
EXPERIENCE 1996-2000 MERRILL LYNCH PRIVATE FINANCE, INC. Miami, Florida Associate Finance Professional • Provided customized lending solutions to high net worth clients by analyzing client asset allocation and liquidity needs • Structured and negotiated terms and collateral structure of credit facilities • Coordinated due diligence and preparation of legal documentation for financing transactions • Performed liquidation analyses on concentrated stock positions to determine optimal lending amounts and to asses risks • Won Special Achievement Award for developing and implementing monitoring system for the annual credit reviews of loan portfolio • Built financial model that analyzed credit and market risks of a $980 million loan portfolio
Loan Administrator • Provided liability management to 120 clients with loans totaling $300 million • Handled loan funding, letters of credit, and foreign exchange conversions • Evaluated collateral swaps and performed valuation of client collateral portfolios to ensure compliance with credit approvals • Trained newly hired employees on responsibilities of loan administrator
Deal Processor-Operations • Executed all money market and foreign exchange transactions between Merrill Lynch entities • Extensive interaction with trading and private banking divisions
1995 ANNDEX INTERNATIONAL COURIER Miami, Florida Financial Controller • Managed accounts payable/receivables, billing and payroll • Prepared financial statements, profitability analysis and revenue and expense reports • Installed and maintained new accounting system (Peachtree Accounting) • Improved overall operation through cost reductions, timely financial reporting and accurate accounting systems
1994 Prudential Securities Incorporated Miami, Florida Jr. Stock Broker- Intern • Actively managed client portfolios through telephone interactions, frequent informational mailers and personalized letters • Performed technical and fundamental analysis of stocks
ADDITIONAL INFORMATION • Haitian Davis Cup Team (1994-1996) • Fluent in French, Haitian Creole and proficient in Spanish • Securities Licenses: Series 7 ETHAN M. RUDIN 27 West 75th Street, #1A New York, NY 10023 (212) 769-0640 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/Management, May 2002 Member: Investment Banking Club, Private Equity Club.
1992 – 1996 TUFTS UNIVERSITY Medford, MA BA, Economics, May 1996 Dean’s List 1996 Member: Rugby Team, Delta Tau Delta Fraternity (Executive Board), Disc Jockey – WMFO 91.5, Tufts University Office of Undergraduate Admissions – Campus Tour Guide.
EXPERIENCE 1995 - 2000 KPMG LLP San Francisco, CA Senior Consultant, Information Risk Management (1998 – 2000) • Generated, through successful proposals, and managed over $1,000,000 in engagement fees for financial services and high-technology clients. • Developed relationships with key executive client personnel and provided year round consultation on improving business performance, financial reporting, and internal controls. • Assumed role as our team’s subject matter expert for internal controls reviews for service organizations and acquisition targets, specializing in trust companies, mortgage companies and digital certificate authorities. • Major clients included: Wells Fargo & Co., VeriSign Inc., Visa Intl., Apple Computer, and Gap Inc.
Senior Accountant, Banking/Finance Assurance (1997 – 1998) • Supervised and trained teams of up to 7 staff auditors on each client engagement. • Planned and executed concurrent audits of domestic and foreign financial institutions (with assets exceeding $1 billion) and high technology firms. • Researched and advised clients on accounting, SEC reporting and regulatory issues in conjunction with merger of 2 major U.S. Banks. • Prepared and reviewed comfort letters for various debt issuances, including a $250,000,000 private placement for an international credit card company. • Interacted closely with client management, board of directors and audit committee regarding findings and issues. • Awarded highest performance rating (top 10%) as a Senior Accountant.
Staff Accountant, Assurance Generalist (1996 – 1997) • Analyzed and prepared financial statements and disclosures for compliance with Generally Accepted Auditing Standards. • Developed and performed analytical and substantive audit procedures, due diligence reviews, as well as evaluation and documentation of internal controls. • Interfaced with loan officers, performed credit analysis on diversified loan portfolios, and evaluated adequacy of banks’ loan loss reserves. • Completed 18 units of accounting coursework, in 10 weeks, at University of Washington as 1 of 4 nationally selected undergraduates in fast-track accounting program. • Assumed role of audit senior during second year (one year ahead of peers).
Intern, Marketing (Summer 1995) • Developed an information gathering and reporting process for specific client targets. • Maintained contacts, relationships, and prior sales pursuits databases.
ADDITIONAL • Certified Public Accountant, California State Board of Accountancy. • Volunteer for the IRS-sponsored Volunteer Income Tax Assistance Program. • Proficient in Microsoft Office, Bloomberg, and Lexis/Nexis. • Enjoy football, mountain biking, wine, and collecting music. IGOR V. SAYENKO 500 Riverside Drive, #532 New York, NY 10027 Phone: (212) 316-8706 E-mail: [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA – Finance and Entrepreneurship – May 2002 Member: Investment Banking Club, Internet and Technology Business Group GMAT: 710 (97%) with quantitative score of 49 (97%)
1991 – 1996 STATE FINANCE ACADEMY Moscow, Russia Diploma (MA, Finance) with honors in World Economy – June 1996 Ranked top 5% of class. Scholarship of Mayor of Moscow, 3 years Elected VP for marketing, International Association of Students in Economics and Commerce (AIESEC)
EXPERIENCE 1996 – 2000 SISTEMA JSC - Russian first-tier private equity fund. Moscow, Russia Controls Russian leading companies in telecommunications (including Mobile TeleSystems – NYSE : MBT), insurance, tourism and media
Executive Director – Head of Internet Business Development • Founded E-SISTEMA (new business unit within SISTEMA) • Formulated strategy, developed business plan, acquired US$ 10M seed capital • Recruited and managed staff of 10 • Ensured subsidiaries’ compliance with corporate Internet strategy • Negotiated strategic alliances with leading international Internet media companies, infrastructure manufacturers and private equity funds
Executive Director, Finance Division • Participated in ADR and eurobond issues of telecommunications subsidiaries (US$ 500M capital raised) • Advised on and structured acquisition of world’s fourth largest city public telephone operator (US$ 500M capitalization) • Structured merger which created the first and largest dual-band GSM network in Russia (US$ 100M) • Developed DCF valuations of public and private companies (over US$ 500M sales) both in high-tech and low-tech areas of business • Negotiated loan facilities with Deutsche Bank, ING Barings, Ericsson (US$ 105M) • Supervised Group’s tax planning process. Ensured tax compliance
1995 – 1996 Moscow Bank for Reconstruction & Development Moscow, Russia
Chief Trader • Expanded product offerings to all major fixed income, equity and FX instruments • Launched margin trading accounts for smaller Russian banks and generated US$ 0.9M net earnings in six months • Earned 70% annual return on US$ 1M invested in FX and options prop. trading • Developed market forecasts based on technical analysis
1993 – 1994 P. EUROSHARM TOO Moscow, Russia
Founding Partner and Chief Financial Officer • Organized one of the first TV advertising agencies in Russia • Negotiated with Nissho Iwai and obtained $ 350,000 advertising contract • Structured financing and achieved ROIC > 200% in dollar terms
ADDITIONAL INFORMATION Native Russian speaker, working knowledge of French. Good contacts in Russian industry and government. Co-managed Swiss-Russian Business Center in Geneva
DANIEL CHRISTOPHER SCHMITZ Alte Burg 46 62 West 62nd Street, Apt. 17A 53947 Nettersheim New York, NY 10023 Germany Phone: (917) 449-3532 E-mail: [email protected] EDUCATION 2000 – 2002 Columbia Business School New York, NY MBA Finance, May 2002 Member: Investment Banking Club, Private Equity Club, European Society GMAT: 710 (98th percentile)
1993 – 1997 Brown University Providence, RI BA, Economics and Political Science, GPA: 3.6/4.0 Co-founded Brown International Organization (BRIO) Scholarship Fund
1995 – 1996 Institut d'Études Politiques de Paris Paris, France Junior Year Abroad Program, studied economic and political issues confronting the European Community. All course work conducted in French, credits transferred to Brown University
1991 – 1993 Schule Schloß Salem Salem, Germany German Abitur Diploma: 1.6 (top ten percent of graduating class)
EXPERIENCE 1997 - 2000 Auerbach, Pollak & Richardson, Inc. New York, NY Investment bank focused on small-cap US companies in consumer products and technology Financial Analyst, Corporate Finance • Participated as junior member of 3-person team in 3 IPOs, 5 private placements, buy- and sell-side M&A assignments and various general financial advisory assignments. • Contributed to most stages of transactions from initial review to closing. • Performed due diligence and financial analysis, drafted offering documents and assisted in marketing of securities. • Coordinated deal teams consisting of client company management, company counsel, underwriter counsel and accountants. • Reviewed over 200 financing proposals and prepared summary and recommendation memoranda for senior management. • Responsible for departmental accounting and controlling.
Summer 1996 Laidlaw International Paris, France Intern, Institutional Sales • Analyzed US equities and presented investment ideas to European institutional investors.
Summer 1995 Lancaster Group Worldwide, Inc. New York, NY Intern, Brand Management • Studied price elasticity of luxury fragrance brands across various international markets.
Summer 1995 Schröder Münchmeyer Hengst & Co. Düsseldorf, Germany Intern, Private Client Services • Monitored German equity portfolio and presented reports to investment committee.
ADDITIONAL INFORMATION Languages: German (native speaker), English (fluent), French (proficient) E.C. passport, geographically flexible, traveled extensively in Europe, America and Asia Co-chairman of the Junior Committee, The Boys' Club of New York (1997 - Present) Delegate at The Model United Nations Conference in The Hague, NL (1993) Proficient in all MS Office applications, Bloomberg and other financial information services NASD Series 7, 63 and 24 licensed (current) Interests include: crew (Brown University freshman year), skiing, boxing and golf PRATEEP SEN 542 West 112th Street, Apt 6A New York, NY 10025 Phone: (917) 584-0375 Email: [email protected] EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL, New York MBA - Finance, Strategy Clubs: Investment Banking, Internet/Technology and Asian Business GMAT - 710 (97th %)
1990-1992 XLRI, India (Top 3 management school in India) PGDM (MBA equivalent), Marketing Ranked in the top 15% Secretary of the Marketing Association
1985-1989 INSTIUTE OF TECHNOLOGY, India (Top 6 engineering school in India) Bachelor of Technology (BS equivalent), Electronics Engineering Ranked in the top 7% Top 0.5% India-wide rank in the Indian Institute of Technology entrance examination Represented University in Squash and Debate. Treasurer of IEEE, University chapter
EXPERIENCE 1995-2000 CITIBANK NA Vice President, Regional Head, Eastern India • Managed 9% of the cards and asset business in India - over $35 million in assets • Led 175 member team (in-house and affiliates) • Nurtured franchise of over 100,000 customers, 30 companies and 9 vendors • Forged partnership with two companies to launch co-branded cards nationally • Headed taskforce – reduced application processing time to 2 weeks
Assistant Vice President, Project Head - Telesales, Chicago, USA • Established a 12 member telesales unit in Chicago catering to Non-Resident Indians
Product Manager - Diners Club Card • Initiated the Rewards program for Diners Club International in India • Implemented global branding guidelines throughout India
1992-1995 TITAN INDUSTRIES LIMITED (India’s largest Watch marketer) Area Manager, North India • Supervised sales, distribution and marketing in two large rural states comprising 150 towns, 16 company showrooms, 750 retailers and 10 distribution warehouses • Led team of thirty employees within 6 months of employment
Product Manager - Timex watches • Developed pricing strategy for the launch of Timex watches in India
1989-1990 WIPRO INFOTECH LIMITED (India’s largest Computer Company) Key Account Manager • Consulted to large companies on their computing needs
ADDITIONAL INFORMATION Completed schooling two years ahead of schedule Enjoy teaching - taught Sales and Distribution in a management school in India Active member in an animal welfare organization Proficient in English, Hindi and Bengali Alex Silver 850 Amsterdam Ave. Apt. #15F New York, NY 10025 Phone: (212) 652-9539 Email: [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and Media Management, May 2002 Member: Investment Banking Club, Media Management Club, Private Equity Club, Squash Club. GMAT 750 (99th percentile)
1994 – 1996 NANJING UNIVERSITY Nanjing, China Advanced Language and Cultural Studies Volunteer English Teacher: West Nanjing University
1989 - 1993 MCGILL UNIVERSITY Montreal, Canada B.A. Philosophy. Junior Varsity Squash Team.
EXPERIENCE 1996 – 2000 MAERSK LOGISTICS (CHINA) CO. LTD. Shanghai, China Project Manager • Established Maersk Logistics’ first domestic distribution clients in China, Taiwan, and Thailand. • Responsible for managing successful tender of Maersk’s first distribution client in Thailand (Michelin Tires) out of field of 7 competitors, comprising handling of $400M per year of products. • Requested by company to transfer to Bangkok as Project Manager in charge of implementation upon nomination of Michelin business, based on prior project management experience and Michelin relationship. Declined management offer to attend Columbia Business School. • Established new distribution network for the Michelin Tire Company in Taiwan, comprising Maersk’s first domestic distribution customer in that country. • Established same day or overnight delivery to more than 1400 dealers nationwide in Taiwan and completed project successfully in limited time allotted (2 months earlier than time specified in tender). • Designed custom-made logistics software to manage new Taiwanese distribution business. • Established two new offices and distribution centers in Taiwan. • Trained local staff and developed all standard operating procedures for first distribution client in Taiwan. • Managed and trained multinational project teams comprising Chinese, Taiwanese, Thais, Europeans, and Americans. • Budgeted projects, developed action plans, and ensured adherence to tight deadlines. • Established distribution services for other clients in China including Millennium Chemicals and Caltex. • Marketed and evaluated services for potential clients, including Exxon, Dow Chemical, and General Motors (Shenyang), among others.
Client Manager Shanghai, China • Established and managed factory warehouses and distribution for Michelin Tire’s first two factories in the P.R.C., comprising Maersk Logistics’ first domestic distribution customer in China and first significant distribution customer in Asia. • Responsible for managing relationship with client and service providers, including marketing and pricing of new services, as well as performance monitoring to ensure adherence to agreed standards.
Section Chief Yantian, China • Marketed supply chain management services in South China region to American and European clients. Managed office of 10 people for several months during transition phase in management.
ADDITIONAL INFORMATION • Fluent in Mandarin Chinese and comfortable working in a diverse, multinational environment. • Proficient in Microsoft Office software. Hobbies include: travel, squash, guitar.
TASHA S. SPANN 134 West 111 Street Apt. #1B New York, NY 10026 212-865-9060 [email protected]
EDUCATION COLUMBIA BUSINESS SCHOOL New York, NY 2000-2002 MBA, Finance, May 2002 Robert A. Toigo Foundation Fellowship Elected Cluster Academic Representative; Membership: Investment Banking Club, Investment Management Club, Black Business Students Association and Columbia Women In Business.
YALE UNIVERSITY New Haven, CT 1992-1996 BA, Political Science; Teaching Certificate, December 1996 Yale University Scholarship Recipient Elected Treasurer, Alpha Kappa Alpha Sorority, Inc.
EXPERIENCE THE CHASE MANHATTAN BANK, GLOBAL INVESTOR SERVICES New York, NY 1999-2000 Relationship Manager, Investment Management Industry Group • Managed several projects and supervised multi-functional teams in order to facilitate and execute the transition of $30 million of assets under management into the global custody division. • Developed and maintained global custodial relationships with mutual fund clients whose combined assets under management exceeded $100 billion. • Advised clients of international investment and tax regulations resulting in clients meeting their global investment objectives within more than 10 emerging markets and multiple developed markets. • Facilitated weekly client meetings in order to update clients on recent market developments. • Created monthly bank-wide custody assessment reports for key mutual fund clients. • Analyzed clients’ vulnerability to global Y2K issues and designed Y2K contingency plans. • Awarded the Chase Service Star as a result of service excellence beyond management responsibilities.
1997-1999 Management Trainee, Global Services Associate Program • Implemented and managed a departmental reorganization strategy and developed a customer service database which reduced the corporate action department’s losses by 30%. • Increased the use of a Systems Development Lifecycle plan by marketing the plan’s key benefits to senior management through oral presentations and write-ups. • Analyzed the investments of two major pension plans’ portfolio managers to ensure their compliance with ERISA and portfolio regulations. • Researched, wrote, and presented ‘Industry Risk Realities’ - an analysis of 10 case studies highlighting financial service losses as a result of inadequate risk management programs.
1996-1997 THE CARSON GROUP, INVESTOR RELATIONS CONSULTING New York, NY Product Manager / Research Analyst • Increased product demand by 25% through the development of a product, Prophecy, which summarized the historical investment trends of investment managers and sought to predict the managers’ future investment strategy within a particular client industry. • Conducted extensive research on the investment management industry through data analysis, cold calling and surveys. • Managed and supervised staff of 3 to produce the Prophecy product. • Wrote and edited the dossiers of investment management entities for the annual Who’s Who of Institutional Advisors. • Maintained and updated proprietary global investor advisor database.
ADDITIONAL A Better Chance, Inc., Alumna, Suffield Academy, Fundraiser & Interviewer INFORMATION Junior Achievement of New York, Corporate Volunteer New York Institute of Finance; Fundamentals of the Securities Industry Course I, G.P.A 4.0 High School History Teacher, Fall 1995
Douglas C. Staut 42 West 88th Street Apt. 2F New York, NY 10024 (212) 799-7942 [email protected] EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA – Finance - May 2002 Member – Private Equity Club, Sales & Trading Club and Investment Banking Club
1993-1997 UNIVERSITY OF KENTUCKY, Gatton College of Business & Economics Lexington, KY BS – Economics - December 1997 Concentration: international business and economics Dean’s List
WORK EXPERIENCE 1999-2000 BEAR, STEARNS & CO. INC. New York, NY Treasury Support – Federal Funds Desk • Led and managed a team of five departmental specialists to fund all major firm accounts by the close of the Federal Reserve on a daily basis. • Supervised money movements in excess of $3 billion per day. • Utilized IT resources to improve efficiencies between facets of the Federal Funds Desk. • Executed and monitored all federal funds movements. • Communicated with all equity and fixed income desks to coordinate the funding of trades. • Completed the issuance and redemption of commercial paper, midterm notes, and short term financing. • Instituted and executed bank swaps and/or loans to cover daily firm positions.
1998-1999 BEAR, STEARNS & CO. INC. New York, NY Management Trainee - Revolving training program encompassing the four components of the Federal Funds Desk: Foreign Exchange, Money Department, Commodities Exchange and Investigations. • Financed positions and instituted money movements to maintain levels and cover forward settlements in firm accounts. • Monitored and regulated the flow of company funds. • Investigated and resolved discrepancies between bank and company statements.
Summers PARENTS LEAGUE FOR EMOTIONAL ADJUSTMENT Pittsburgh, PA 1994-1997 Counselor - summer day camp • Planned and headed daily activities for physically, mentally and emotionally challenged children. • Graduated 6 emotionally challenged children into mainstream public schooling.
ADDITIONAL TRAINING • Attended twice-weekly equity trading courses headed by Bear, Stearns Risk Arbitrage Senior Managing Director Barry Cohen and senior traders on various equity desks. • Attended twice-weekly management training program headed by Bear, Stearns senior operations officers. • Participated in various seminars in the Bear, Stearns continuing education program. • Divided time between traders, clerks, and specialists during a 4 week series of informational interviews on the trading floor of the New York Stock Exchange. • Knowledge of Basic and C++ programming, Lotus, MS Office, and Internet fluent.
PERSONAL INFORMATION • Interests include skiing, golf, cooking, reading and playing the trumpet. • Member - New York Cares Organization. • VIP status as a frequent MS Society fundraiser. • Completed 86-mile rollerblade from Athens to Atlanta to raise money for the benefit of Leukemia research. • Volunteer campaign aid for present Pennsylvania State Senator Rick Santorum during successful run for House of Representatives. ANDREW C. SWARTZ 250 East 40th Street, Apt. 27E New York, NY 10016 (212) 687-5271 [email protected]
EDUCATION 2000 − 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance and Accounting, May 2002. Member: Investment Banking, Private Equity and Cigar Clubs.
1989 − 1993 LEHIGH UNIVERSITY Bethlehem, PA BS with Honors, Finance, May 1993. 3.9 GPA in major, Dean’s List 1990, 1992. Completed studies in three and one-half years. Elected to Student Senate, Co-Chairman of Athletic Committee.
EXPERIENCE 1995 − 2000 RODMAN & RENSHAW, INC. New York, NY Associate Director, Investment Banking Associate, Investment Banking • Participated in all transaction stages including business generation, due diligence, valuation, structuring, drafting, marketing, accompanying clients on roadshows and closing. • Led deal teams in preparing marketing documents and roadshow presentation materials. • Coordinated recruiting and training of analysts and oversaw investments in department technology infrastructure. • Completed 15 transactions consisting of 12 public and private financings and three financial advisory assignments within a variety of industries including technology, health care, automotive and consumer products. Representative transactions included: − Lead managed $38 million follow-on offering for biotechnology company. − Sole managed $36 million secondary offering for telecommunications equipment manufacturer.
1993 − 1995 MABON SECURITIES CORP. New York, NY Financial Analyst, Investment Banking • Performed financial modeling and valuation analyses including comparable company, precedent transaction and discounted cash flow. • Prepared marketing proposals, engagement letters and internal commitment committee and salesforce informational memoranda. • Completed three lead managed public offerings and three merger and acquisition transactions for clients in the apparel and health care industries. Representative transactions included: − Advised on $180 million healthcare services merger. − Lead managed $33 million initial public offering for apparel manufacturer.
1992 AMERICAN ELECTRIC POWER SERVICE CORPORATION Columbus, OH Student Intern, Finance Department • Raised over $6 billion for AEP System companies in short-term debt market and invested surplus funds in excess of $800 million in money market instruments. • Coordinated the conversion of AEP's six commercial paper programs to DTC book-entry.
ADDITIONAL INFORMATION • Series 7 and 63 licensed. • Proficient in Spanish and working knowledge of Italian. • Profitably operated residential house painting franchise during two undergraduate summers. • Enjoy reading, weight training, racquetball and travels to Europe and Far East. Keith R. Thompson P. O. Box 860, Bronx, NY 10467-0724 Telephone: (718) 798-6805 [email protected] EDUCATION Columbia Business School New York, NY 2000 – 2002 MBA, Finance and Entrepreneurship, May 2002 Award, ROBERT TOIGO MBA Fellowship Vice President, Faculty Relations, Columbia Entrepreneurial Organization Member, Black Business Students Association, Investment Banking Club
University of the West Indies Kingston, Jamaica 1993 – 1995 MS, Economics Awarded DYOLL LIFE / Anthony Thwaites Economics Prize, 1993 Student Faculty Representative, UWI Association of Prof and Grad Students
1989 – 1992 BS, Economics and Management Studies Equivalent GPA: 3.6 / 4.0. Honors: Upper Second Class Distinction Awarded ESSO Standard Oil Scholarship, 1989
EXPERIENCE 1999 – 2000 Mercy College, CUNY and Taylor Business Institute New York, NY Adjunct College Lecturer • Lectured Economics, Accounting, Finance, and Management Theory • Developed curriculum and performed student advisory issues
1998 – 1999 SG Cowen Securities New York, NY Information Systems Consultant • Prepared cost center, budget variance analysis, and departmental IT audits, resulting in improved procurement efficiency and measurable cost-savings • Through detailed supplier analysis procured low-cost, high-quality hardware and software components to satisfy firm’s IT needs. Activities also resulted in measurable cost savings
1996 – 1998 PER-Sports.com New York, NY Founder and Analyst • Developed and copyrighted “Performance Efficiency Rating” (PER), an innovative tool to evaluate athletes’ performances and incentive structures • Created “Sports Franchises Investment Trusts” (SFITs), a new method of sports financing designed to improve team financing efficiency • Designed and maintained a website to promote PER and SFITs to athletes and sports agents
1994 – 1995 Private Sector Organization of Jamaica Kingston, Jamaica Research Economist • Conducted extensive research and analysis to develop position papers for the PSOJ and the Government of Jamaica • Authored a research paper recommending reform of the financial and monetary sectors. This contributed to the eventual independence of Jamaica’s Central Bank thereby helping to control money supply growth and inflation
ADDITIONAL • Freelance web-site designer for minority small businesses INFORMATION • Active with many community service initiatives that help to improve the living conditions of the underprivileged.
DOMINIC J. VISCO 309 Columbus Ave. #5D New York, NY 10023 212-787-0730 [email protected] EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 GMAT: 730, Investment Banking Club, Cluster Community Service Representative, iPREP Interviewer (Interview Practice and Review for Emerging Professionals)
1992 – 1996 GEORGETOWN UNIVERSITY Washington, DC BS, Business Administration, May 1996 Double Major: Finance and International Business, Minor: Economics GPA: 3.7/4.0, Graduated Magna Cum Laude, Beta Gamma Sigma
1995 DENMARK’S INTERNATIONAL STUDY PROGRAM Copenhagen, Denmark International Business Program affiliated with the University of Copenhagen
EXPERIENCE 1996 – 2000 THE FEDERAL RESERVE BANK OF NEW YORK New York, NY
2000 Information Systems Analyst, Credit and Risk Management Department . Designed, created and wrote content for an Intranet site for an Operational Risk Management initiative . Formulated implementation plan for bankwide rollout of the program . Presented plan to management and assisted in presentation to the Bank
1998 – 2000 Business Support Analyst, The Year 2000 Office . Worked in the four-person command center for the New York Fed, overseeing preparations for and managing Y2K . Aided senior management in creation of bankwide strategy for rollover into 2000 . Evaluated effects of systems changes and made recommendations for implementation . Directed Bank officers and staff through scenario walk-throughs and other tests in formulation of Y2K action plan . Communicated with officers and staff across the Federal Reserve System to convey policy and requirements for the project
1996 – 1998 Financial Analyst, Foreign Banking Applications Division . Analyzed and researched applications received in connection with changes in the organizational structures of banks and bank holding companies . Contacted applicants and their legal counsel for additional information . Prepared memoranda and reports for Department and Bank detailing recommendations to be presented to the Board of Governors for action on applications . Guided and provided feedback on the work of junior analysts
ACTIVITIES . Competed in several triathlons - most recently finished the New Jersey Pine Barrens Triathlon in 2 hours, 48 minutes and 42 seconds . Pianist for the Holy Trinity Contemporary Choir - recorded two fundraising CDs to raise money for the church and the music program . Coordinator for The Street Project – arranged and participated in events for children from the Harlem Police Athletic League (1999 – 2000) DANIEL M. WALLITT 162 W. 56th St., Apt. 607 New York, NY 10019 (212) 262-1096 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/Management, May 2002 Elected: Cluster D columnist for business school newspaper, The Bottom Line. Member: Investment Banking Club. GMAT: 760 (99th percentile).
1993 - 1997 CORNELL UNIVERSITY Ithaca, NY BS, Policy Analysis, May 1997 GPA: 3.62 Golden Key and Kappa Omicron Nu National Honor Societies, Dean’s List.
EXPERIENCE 1998 - 2000 PRICEWATERHOUSECOOPERS, LLP Arlington, VA Consultant • Developed cost methodologies in order to create a series of complex Excel models to measure effects of distribution network consolidation on national, regional, and local levels on $4 billion per year national stamp distribution business. • Co-wrote final deliverable, a Decision Analysis Report, submitted to the United States Postal Service Board of Governors detailing recommendations designed to reduce labor costs by 20% and enhance operational efficiency throughout supply chain. • Direct liaison to clients. Presented all financial results and communicated project status with stakeholders. • Developed assumptions in order to model an expansion of international wire transfer, money order, and hybrid products in Central America. • Managed three-consultant team responsible for market research and interpretation of historical data that indicated favorable shift in market and potential $90 million increase in annual revenues. • Constructed Excel models and conducted sensitivity analysis to predict demand for new services. Developed tracking capability within models to monitor results as new services are implemented. • Performed and analyzed nationwide time and motion study. Recommendations included implementation of best practices, resulting in 25% increase in productivity in specialized stamp delivery services.
1997 – 1998 THE LEWIN GROUP Falls Church, VA The Lewin Group is a health care management consulting firm. Clients include managed care organizations (MCOs), health care services providers, and state government health agencies. Research Analyst • Provided clients with on-site technical assistance in designing, implementing, and evaluating cost- effective, quality-oriented health care delivery programs and products. • Co-authored detailed quantitative analyses on Medicare managed care enrollment trends for a published study entitled, “Medicare Managed Care Enrollment - A Detailed Assessment of 1995 – 1997 Growth Patterns.” • Performed market research to develop benchmarks for assessing MCO performance.
ADDITIONAL INFORMATION • Highly proficient in Excel, VBA, Word, Power Point, Internet research, ArcView, Visio. • Volunteer at PwC-Key Elementary School Partnership. As program Finance Coordinator, successfully increased corporate support 500% over two-year span (1998-2000). • Enjoy hockey, Scrabble, politics, cooking. KATHARINE J. WEBB 106 Central Park South, Apt. 4G New York, NY 10019 (212) 245 6047 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/International Business, May 2002 Member: Equity Research Club, Investment Banking Club, Columbia Women in Business GMAT: 710 (96th percentile)
1992 – 1996 CORNELL UNIVERSITY, College of Arts & Sciences Ithaca, NY BA, Economics, May 1996 Dean’s List CITY UNIVERSITY, Junior Year Semester Abroad, Spring 1995 London, England
EXPERIENCE 1998 – 2000 MERRILL LYNCH (ASIA PACIFIC) LTD. Hong Kong, China Manager, Debt Derivative Operations Managed five-person team supporting trading of debt and credit derivatives, cash bonds and debt new issues. Oversaw the credit analysis and collateralization of all derivative trades and portfolios. • Served as liaison between Credit, Legal, Sales and Trading departments. • Elected to global committee responsible for engineering changes in the collateral management process. Researched, wrote and prepared business plans to eliminate inefficiencies and risks in current processes. Presented results to senior management. • Migrated entire department from Hong Kong to Japan. Developed relocation plan and moved to Tokyo for two months during implementation. Integrated department into existing infrastructure. Hired and trained new employees. Successfully passed fully operating department on to new management. Associate, Debt Derivative Operations • Assessed margin exposure of all individual trades and client portfolios. Recommended credit provisions and collateral requirements based upon analysis of client risk factors and trade details. • Analyzed risk levels within local currency trading books. Calculated funding requirements for local currencies and booked FX trades to fulfill requirements.
1996 – 1998 MERRILL LYNCH AND COMPANY, INC. New York, NY Analyst, Global Swap Group Funded collateral requirements among Merrill Lynch trading entities by managing a $2.5 billion collateral portfolio. Maximized collateral utilization and investment through daily assessment of risk levels and requirements. • Invested excess collateral by executing daily repurchase and reverse repurchase agreements. Saved $35,000 annually by introducing time deposits as a funding method and establishing the infrastructure to support the deposits. • Designed model to appropriately allocate collateral usage costs and benefits among trading groups. • Automated manual bond processing. Migrated procedure into collateral management system. • Constructed model to calculate daily mark-to-market valuations for clients’ derivative portfolios and reconciled results with clients. Client base for valuation distribution grew tenfold due to success of model. • Successfully completed Merrill Lynch’s Debt and Equity Training Program
ADDITIONAL INFORMATION • Dual US-British citizenship. Overseas living and work experience in Scotland. • Series 7 and Series 63 certified. • Interests: travel, running, hiking. • Skilled in MS Office, Bloomberg. SCOTT E. WOLFGANG 200 West 60th Street # 35B New York, NY 10023 212-459-1030 [email protected] ______
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 GMAT: 730 (98th percentile) Member: Investment Banking Club, Media Management Association
1992-1996 HAVERFORD COLLEGE Haverford, PA BA, Economics, May 1996 Varsity Soccer, 1992-1996 Invited to the National Collegiate All Star Game, 1996 Varsity Baseball, 1994-1996
EXPERIENCE 1999-2000 ENTERAINMENT DRIVE New York, NY Entertainment Drive is a website production company that specializes in the creation and development of official celebrity sites.
Vice President of Talent and Business Development • Forged strategic partnerships and negotiated contracts with other Internet companies including Amazon.com and Starmedia. Increased revenue and web traffic by 25%. • Led company into new business arenas within established core competencies such as advertising consulting and content licensing. In less than two months, these efforts increased revenue by over 20%. • Recruited and signed new talent for official celebrity websites. • Supervised and directed in house website production team consisting of 6 employees. • Managed relationships with celebrity clients including Cindy Crawford, Britney Spears, Daisy Fuentes and their management.
1996-1999 INTERNATIONAL CREATIVE MANAGEMENT (ICM) New York, NY ICM is a leading talent and literary agency specializing in the representation of film and television stars.
Assistant to Elaine Goldsmith-Thomas, Senior VP of Motion Pictures, 1997-1999 • Performed as chief liaison between agent and A-list actors and directors such as Julia Roberts, Tim Robbins and Jennifer Lopez. • Developed marketing campaigns and strategies for clients’ films. This included revising and improving PR materials such as trailers and posters. • Projected box office performance of clients’ films. • Read and analyzed scripts submitted for clients’ consideration.
Agent Trainee, 1996 • Selected into the ICM training program. • Worked with various casting and literary agents submitting clients’ scripts to studios. Also arranged clients’ auditions and meetings.
ADDITIONAL INFORMATION Starting center forward for Fairfield/Westchester United of the NY Metropolitan Soccer League (semi -pro). Avid backgammon and aspiring piano player. JOHNNY WU 157 West 95th St. Apt. #4B New York, NY 10025 212-531-0894 [email protected]
EDUCATION 2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance/Entrepreneurship, May 2002, GMAT: 700 Elected Cluster H Career Representative Clubs: Investment Banking Club, Sales & Trading Club, Columbia Entrepreneurial Organization, Internet & High Technology Group, Volleyball Club
1990-1993 COLUMBIA COLLEGE New York, NY BA, Economics/Mathematics, Dec 1993, GPA: 3.7 Cum Laude, Dean’s List (all semesters) Internships: Analyst Intern at Moody’s Investors Service, Benefits Intern at Hale & Dorr
EXPERIENCE SUMMER 2000 MCKINSEY & COMPANY Waltham, MA Summer Associate – TomorrowLab@McKinsey Recruited into new business line (start-up) to assist in design and development of vendor database and decision support tool for new economy businesses • Mapped vendor selection space for content and database development working with consultants, clients, and vendors. Compiled and prioritized list of vendors for database population • Developed initial prototype for web development to be used for gathering client feedback
WILLIAM M. MERCER, INCORPORATED Boston, MA 1999-2000 Associate – National Healthcare & Group Benefits Practice Managed strategy development projects for Mercer’s largest clients, and developed and maintained Mercer's intellectual capital on health care plans for use by 1,000+ consultants in 43 US offices • Directed team of 14 consultants and 5 client personnel responsible for improving delivery of health and disability care to 20,000 beneficiaries. Developed financial modeling tool to support recommendations which yielded a 300% ROI and 5 year net savings of $27 million • Implemented specific initiatives to improve practice profitability in Boston. Initiatives (e.g., exiting client relationships with low margins and establishing formal process for team assignments) increased revenues by 10% and improved employee morale • Evaluated service offerings and capabilities of three Internet-based companies to assess partnership opportunities for Mercer in the e-health care space
1997-1998 Project Manager – Boston Healthcare & Group Benefits Practice Defined health care strategies for leading Fortune 500 companies, managed local client relationships, and supervised and mentored analysts and interns • Led multi-office team of 7 consultants on major post-merger benefits consolidation project for 2 aerospace companies. Negotiated savings of $15 million on $1 billion in health care premiums
1995-1996 Health Care Analyst – Boston Healthcare & Group Benefits Practice Advised clients on wide range of issues including group benefit funding and design, managed health care, flexible benefits and plan administration • Single-handedly designed and built MAP:SCORE™, a database and decision support application used to assist clients with selecting optimal health care plan(s) based on their specific evaluation criteria. Mercer adopted program as national standard for plan evaluation
1994 PRICE WATERHOUSE LLP Boston, MA Consultant – Management Consulting Services Responsible for designing and programming software applications according to client specifications • Conceptualized and designed logical and physical data models for deferred compensation system • Spearheaded efforts to establish Electronic Data Interchange (EDI) program for major distributor
ADDITIONAL INFORMATION Certifications: Certified Employee Benefits Specialist; MA Broker License - Life, Accident & Health Programming: C, COBOL, Basic, Visual Basic, Pascal, SQL, Powerbuilder, Access, FoxPro Languages: fluent in Cantonese Interests: basketball, volleyball MITCHELL A. YENTIS 170 West 81st Street, Apt. #3B New York, New York 10024 (212) 875-0030 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL NEW YORK, NY MBA, Finance/Real Estate, May 2002 Investment Banking Club - Assistant Vice President of Alumni Relations, Real Estate Association, Junior Achievement, Wine Tasting Club
1992 – 1995 UNIVERSITY OF MIAMI CORAL GABLES, FL BBA with Honors, Finance Dean’s List, Group Leader for School of Business Counseling Program, University Admissions Recruitment, Zeta Beta Tau Fraternity - Secretary
EXPERIENCE 1998 – 2000 LOWE ENTERPRISES MID-ATLANTIC, INC. TYSONS CORNER, VA Lowe is a real estate advisory group serving institutional investors. Acquisitions Analyst • Acquired over $200M of commercial real estate as a member of a two-person acquisitions team. • Managed seller’s disposition teams and property management teams during diligence. • Presented investment recommendations to Executive Committee detailing IRRs, underwriting assumptions, market statistics, and comprehensive risk analysis. • Guided acquisitions from initial seller interaction through closing. • Performed valuation analysis, modeled proformas, and generated operating budgets.
1996 – 1998 AIMCO, formerly NHP INCORPORATED WASHINGTON D.C. AIMCO is a residential REIT with over 330,000 units under management. Asset Manager/Financial Analyst • Μanaged a portfolio of 20 properties (2,500+ units) valued in excess of $100M. • Led valuation and underwriting projects using tax credit bond and equity financing. • Managed company interests such as capital installments, development costs, and partnership milestones. • Generated proformas for acquisition and rehabilitation projects in need of debt and/or equity. • Prepared investment committee reports illustrating returns and debt/equity requirements. • Automated the Equity Investments Group by developing a financial database for analyzing operations.
1995 – 1996 ANDERSEN CONSULTING, LLP WASHINGTON D.C. Financial/Engagement Analyst • Analyzed project status and presented analysis to the Directors of a Fortune 10 company and Andersen Partners (annual project revenues in excess of $40M). • Conducted project revenue/cost analysis using database and spreadsheet reporting. • Developed, tested, and implemented an electronic process for billing, budgeting, and reconciliation purposes. • Programmed and maintained the client’s project databases used for generating financial projections.
1994 KAPLAN ASSOCIATES, INC. WASHINGTON D.C. Summer Intern: Kaplan is an advisory group serving financial organizations and institutional investors. • Conducted research for M&A projects, Employee Stock Ownership Plans, valuations, and fairness opinions. • Generated presentations and reports for clients while mastering database and thrift accounting software.
ADDITIONAL INFORMATION • Proficient in building proformas using ARGUS, ACCESS, and Excel, generating investment recommendations for acquisitions, and managing business due diligence. • Interests include golf, travel, skiing, backpacking, and photography. MARK A. YURKO 536 West 113th Street, #52 New York, NY 10025 (212) 865-6498 [email protected]
EDUCATION 2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY MBA, Finance, May 2002 Member: Investment Banking Club, Finance Association, Wine Society, Cluster Social Representative GMAT: 760 (99th percentile)
1991 – 1995 UNITED STATES MILITARY ACADEMY West Point, NY BS, Mathematical Economics, June 1995 Graduated in top 10% in class Dean’s List all 4 years Distinguished Cadet (top 5% in class), 1993-1994; Phi Kappa Phi National Honor Society, 1994-1995 Tennis Team, Squash Team, Sailing Team, Finance Forum, West Point Investment Club
EXPERIENCE 1995 – 2000 UNITED STATES ARMY, Captain, Artillery
1999 – 2000 Operations Officer, Directorate of Plans, Training, and Mobilization Fort Sill, OK • Planned, coordinated, and executed 65 ceremonies and major events for a community of 22,000 military and civilian employees, including the largest Armed Forces Day Parade in the country.
1998 – 1999 Battalion Fire Support Officer Katterbach, Germany • Responsible for planning, rehearsing, and executing artillery fires and electronic attack assets for an Attack Helicopter Task Force consisting of 24 Apache helicopters and 350 personnel. • Developed and implemented the artillery training program for the 48 Apache pilots prior to the unit deploying to Kosovo.
1997 – 1998 Company Executive Officer / Operations Officer Bamberg, Germany • Second in command of the most forward-deployed Multiple Launch Rocket System (MLRS) Battery in Europe, consisting of 125 personnel, 9 rocket launchers, and 45 vehicles. • Rated as the best lieutenant of the 17 evaluated by the Division Artillery Commander. • Planned, coordinated, and executed the first ever live rocket fire exercise with a German Army partnership unit for members of the German Parliament. • Scheduled and coordinated additional field training exerc ises which increased annual field training days by 103% despite a 26% decrease in the company budget. • Managed a dining facility with 45 employees and an annual budget of over $450,000.
1995 – 1997 Platoon Leader Bamberg, Germany • Managed and supervised the planning, training, execution, and combat readiness of a Multiple Launch Rocket System (MLRS) platoon consisting of 25 soldiers and over $6.8 million of equipment. • Placed in charge of a 48-person detachment composed of a MLRS platoon and a logistical support package on constant alert to deploy to Bosnia-Herzegovina. • Trained the 45-man Honor Guard for the return of a fallen soldier from Bosnia. • Won “best platoon” honors three times in the semi-annual Unit Crew Certification Competition.
Summer 1994 Economic Analyst, Project Assessment and Evaluation Division, Pentagon Washington, D.C. • Pioneered the first study and trend analysis of Army, Navy, and Air Force weapons program contract breaches, which was forwarded by the Assistant Secretary of Defense for further study.
ADDITIONAL INFORMATION • Graduated from the US Army Airborne School. • Extensive traveling experience over a three-year period to 25 countries. • Avid skier and President of the Bamberg Ski Club (1997-1998). Samuel T. Zelnick 306 W 106th. St. Apt. 4R New York, NY 10025 (212) 961-1767 [email protected]
EDUCATION 2000 – 2002 Columbia Business School New York, NY MBA, Finance, May 2002 Member: Investment Banking Club, Columbia Finance Association GMAT: 770 (>99th percentile)
1993 – 1997 Cornell University, College of Engineering Ithaca, NY BS, Computer Science, May 1997
EXPERIENCE 1998 – 2000 Williams Communications Solutions, CTI Lab Woodbridge, NJ The Williams Communications CTI Lab develops and supports computer telephony integration software serving call centers.
Senior Software Developer, Technical Lead, Information Suite Team (1999 – 2000) • Managed Information Suite development team and coordinated efforts with quality assurance and documentation teams. (4 – 7 people) • Met all deadlines and milestones for Information Suite version 1.3 – first product in lab’s history to meet all development and quality assurance deadlines. • Point person for all customer inquiries, whether sales or support related. • Increased sales of Information Suite by 80%, from $1.5 Million in 1999 to over $2 Million through first 3 quarters of 2000. • Developed and implemented lab’s first OEM agreement with Digital Techniques. • Worked closely with customers during beta stages of project to ensure smooth rollout and gain feedback to guide next generation of Information Suite.
Software Developer (1998 – 1999) • Worked closely with Call Manager team and customers to develop an improved user interface for client. • Provided instruction on several products to sales and support staff in a formal classroom setting. • Presented product demonstrations and customized solutions to customers.
1997 – 2000 Stuart S. Cohn O.D. Reading, PA Network Specialist • Installed, configured and supported computer network and software at a price 40% below best competitor offer, saving office over $8,000. • Provided training to staff on both software and hardware.
1997 – 1998 Air Products and Chemicals, Chem. MIS Allentown, PA MIS Professional • Developed interfaces using both C and Transact SQL to communicate between maintenance management database and individual chemical plants. • Responsible for testing and debugging EMPRV package purchased from EDS, as well as providing user support to plants.
ADDITIONAL INFORMATION Proficient in Microsoft Word, Excel, Access, SQL7; Windows 95,98,NT; UNIX Programming skills include C++, Java, SQL, Scheme and HTML Designed a laboratory for the Introduction to Chemical Engineering course at Cornell University Enjoy traveling, hiking, skiing, and poker