RESUME BOOK 2015 – 2016 - USC Marshall Master Resume Book.pdf · balance inquires/ASR’s to ......

RESUME BOOK 2015 2016

Jay Sheldon Barillaro

(951) 378-6370 [email protected]

EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master of Science in Finance May 2016 University of California, Riverside Riverside, CA Bachelor of Science, Statistics (Quantitative Management); Minor: Business Administration June 2012

Honors: Cum Laude Leadership: Founding President, Mu Sigma Rho (National Statistics Honor Society)

Sonoma State University Rohnert Park, CA Bachelor of Arts, History; Minor: English May 1999

Honors: Cum Laude Membership: Phi Alpha Theta (National History Honor Society), Phi Delta Theta (Social Greek-Letter Fraternity),

Order of Omega (National Honor Society) EXPERIENCE Kaplan Test Prep, Inc. Los Angeles, CA Instructor 2013 Present Provided test prep instruction and addressed student questions when necessary to best impact student outcomes.

Responsible for all aspects of course delivery in GMAT, GRE, SAT, ACT, and PSAT classes and assigned tutoring students.

Adhered to the course curriculum and effectively lead classes using the Socratic Method and employed classroom management acumen.

Consistent punctuality. Dealt with proprietary information.

Academic Resource Center, UCR Riverside, CA Tutor 2011 2012 Tutored individuals, small, and large groups of students; levels ranged from basic to advanced Statistics and Mathematics.

Responsible for working within university and NCAA guidelines. Proctored computer-based examinations. Created and led workshops. Dealt with confidentiality in student matters.

ADDITIONAL INFORMATION

Computer: Advanced Microsoft Excel, PowerPoint, Word, and Access; Statistical Programs: SAS, R, Minitab, E-Views; LaTex

Volunteer: IRS Certified Volunteer Preparer, AARP Foundation Tax-Aide Program (2013-Present) Interests: Public Speaking (Competent Communicator, Toastmasters International), Power Dynamics, Reading,

Woodworking, Personal Finance, Cooking, Music, Golf Honors: Outstanding Commitment to Leadership Development, UCR (June 2012)

Candice Bravo

[email protected]

EDUCATION University of Southern California Los Angeles, CA Master of Science in Finance May 2016 University of La Verne La Verne, CA Bachelor of Science in Accounting; GPA: 3.83 June 2013

Honors: Magna Cum Laude, Departmental Honors and Deans List Membership: ULV Society of Accountants, Enactus (formerly SIFE), Latino Student Forum

Certified Public Accountant (CPA) Candidate, California FAR, AUD, REG and BEC Credit EXPERIENCE Keck Medical Center of USC, Department of Surgery Los Angeles, CA Budget/Business Analyst November 2014 - Present Manage clinical accounts for the Department of Surgerys eight divisions that produce total income of over $1.5 million by monitoring revenue, forecasting expenditures, and preparing an annual budget.

Analyze variances in income by initiating divisional income statements and monitoring income through balance inquires/ASRs to communicate discrepancies

Assist the departmental CFO with annual budget projection and development through collection of relevant data Payroll expense management and prepare monthly payments for over 150 staff and faculty Assist the CFO daily with inquiries and distinctive projects Analytical Financial Reports; Projections

Accountant August 2013 - November 2014 Managed accounts receivable transactions as well as payroll expenses for the Department and assisted the CFO with budget development Accounting Assistant September 2012 - August 2013 Assisted the Financial Director by processing accounts receivable transactions and preparing financial statements for account reconciliation Accounting and Billing Department Clerk July 2010 - September 2012 Assisted with billing processes as well as departmental accounts payable processes by reconciling invoices to credit card statements and following up with vendors

Office Assistant, Administration Department of Surgery Summer 2009 Managed filing system for new and current employees and patients by updating and preparing lists and charts using Excel and Microsoft Word ADDITIONAL INFORMATION

Computer Skills: Microsoft Excel, Microsoft Word, Lawson Budgeting and Planning, Kuali Financials, Workday Knowledge of GAAP and accounting principles Member of Alpha Chi Honors Society Student Affiliate of the AICPA Member of The Wall Street Journal Young Professionals Network Community Involvement

VITA - Voluntary Income Tax Assistance - Certified Voluntary Income Tax Preparer January 2012 - April 2012

University of La Verne - Supplemental Instructor (Accounting 301 & 302) August 2012 - December 2012

REACH Business Camp University of La Verne Counselor/Project Manager Summer 2010, 2011 & 2012 LINC Housing - Youth Educator September 2009 February 2011

Katherine M. Breiding

[email protected] EDUCATION University of Southern California Los Angeles, CA Master of Science in Finance May 2016

Honors: Town and Gown Scholar; GPA 3.74 Membership: Marshall Master of Finance Association

Bachelor of Science in Industrial & Systems Engineering May 2014

Honors: McDonnell Douglas Scholar, Discovery Scholar, Deans List, Alpha Pi Mu, Cum Laude, GPA 3.55 Leadership: Vice President Womens Club Water Polo; Events and Logistics Manager Viterbi Student

Ambassadors; Philanthropy Chair Phi Alpha Delta; Recognition Chair Building Government Membership: Trojan Investing Society; USC Helenes; Phi Alpha Delta

EXPERIENCE Wedbush Securities Los Angeles, CA Institutional Trading Intern Spring 2014, Fall 2014 - Present Supported front and back office employees in the Equity Sales & Trading department with performance measurement reports, preparation of outgoing materials, and concise summaries of trading data.

Built a highly automated report of volume, P&L, and Autex rank for over 200 names in the firms coverage list. Developed a catalogue of upcoming catalysts for the life sciences names in the firms coverage list. Aided with trade support operations, including opening client accounts, trade reconciliation, and trade confirmations. Broke down $5.3M in trading expenses by client and vendor and presented monthly cost breakdown to management. Created opportunities for increased revenue with stock write ups. Maintained contact lists, Updata and Autex watchlists, and assisted employees with various software applications.

The Boeing Company Huntington Beach, CA Business Operations Intern Summer 2014 Assisted the business operations department with tracking actual vs. estimated dollars and hours on various projects within earned value management systems.

Generated labor and total dollars COGNOS reports for the PAC 3 and ABMD programs within earned value management systems (EVMS).

Reviewed Integrated Program Master Plans and submitted revisions to ensure compliance with federal policies. Synthesized $600M of historical program costs and identified $12M of unexpected material transfers between

contracts, increasing accuracy of future estimates. Estimating & Pricing Intern Summer 2013 Analyzed large amounts of data on historical projects to improve bottoms up and parametric estimates for future contracts.

Collected and analyzed technical parameters and cost data to produce a Cost Estimating Relationship for a proposal. Implemented Lean initiatives by collecting and incorporating cost data for use in a streamlined proposal process tool.

Childrens Hospital Los Angeles (CHLA) Los Angeles, CA Research Assistant 2012 - 2014 Analyzed patient records to categorize bottlenecks in equipment delivery process for pulmonary outpatients.

Published a paper in American Thoracic Society journal and presented at the INFORMS Healthcare Conference. Collected confidential data for over 200 patients, analyzed delivery processes, and grouped cases by bottleneck type,

identifying 24 avoidable hospital days. ADDITIONAL INFORMATION

Computer: Bloomberg, Advanced Microsoft Office, Drupal, Arena, basic programming, Updata Interests: Traveling, Playing violin and fiddle, Investing, Skiing, Water Sports, the Olympics

David Demarest

(760) 207-6194 [email protected] EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master of Science in Finance May 2016 University of Southern California, Leventhal School of Accounting Los Angeles, CA Bachelor of Science, Accounting May 2015

Honors: Order of the Sons of Italy National Scholar 2012; Honorable Mention Writers of the Future 2013

EXPERIENCE Huiding Technology Co., Ltd. (GOODIX) - Shenzhen, Peoples Republic of China Marketing and Communications Intern - Business day conducted in Mandarin May 2014 - July 2014

Collaborated with team members to analyze our webpage and optimize it for use in the United States Translated our brochures and other tangible documents for use in the United States while mentoring

Chinese team members on business cultural differences in the United States Refined interpersonal skills while helping to manage a team of Chinese employees in transitioning our

webpage to meet Western standards Victoria Secret, Limited Brands INC. San Diego, CA Sales Associate May 2013 - August 2013

Organized 3 major summer sales and corroborated with team members to audit inventory Utilized and refined interpersonal skills for optimal customer support to ensure client satisfaction

Ridge Diagnostics, Inc. La Jolla, CA Social Media Assistant April 2013 March 2014 Relational Investors, LLC - San Diego, CA Summer Intern June 2012 - August 2012; December 2012

Analyzed algorithms to optimize data storage in a new cloud server (Xen) and received valuable experience working on a case study used in the Investment Analysis workplace

Refined interpersonal skills working side-by-side with both Information Technology and Investment Management


Languages: Mandarin Chinese and Spanish Honors: Order of the Sons of Italy National Scholar 2012, Honorable Mention Writers of the Future 2013 Volunteer: LA Works, Prison Buddy Exploration/Mountaineering Summits: Razdelnaya (6210m), Stok Kangri (6130m), and Mt. Rainier

(4392m)

Shuo (Peter) Ding

[email protected] 323-696-5509 EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master of Science in Finance May 2016 Bachelor of Science, Business Administration (Finance); Minor: Law and Public Policy December 2014

Honors: USC Marshall School of Business Deans List; GPA: 3.4 EXPERIENCE Chicago Mercantile Exchange Chicago, IL Clearing House Client Services Intern May 2014-August 2014

Resolved Interest Rate Swaps, Credit Default Swaps, and Foreign Exchange trade issues for institutional Clearing Members in fast-paced environment for hundred million dollar transactions

Analyzed needs of team members, researched inefficiencies within the operation process, presented findings to management, and developed an internal sharing platform in collaboration with three team managers to improve Client Services team efficiency

Created Excel spreadsheets for weekly performance reviews of fourteen employees, analyzed performance trends, and presented findings to upper-level management

Achieved fastest turnaround time for clients within the team for four consecutive weeks William ONeil Co. Culver City, CA Summer Business Analyst May 2013-July 2013

Researched Hong Kong stock market, created competitive audit on Chinas retail investing market, and assisted in the development of firm strategies to launch a mobile retail investing application in HK

Researched and analyzed public companies in the HK market to compose stock commentaries for internal recommendations to management

Forecasted potential growth projections and pitched expansion strategies to President Steve Birch with research findings

Achieved 21% user growth after implementation of strategies and stock recommendations Merrill Lynch Global Wealth Management Beverly Hills, CA Summer Analyst May 2012-July 2012

Analyzed Chinese and U.S. equities using market comparable and Discounted Cash Flow models in Excel Researched ten U.S. and Chinese equities, and two economies using Bloomberg and Capital IQ Forecasted performance of stocks and funds, and pitched ideas to portfolio manager using PowerPoint

ADDITIONAL INFORMATION Marshall Golf Network Los Angeles, CA Co-Founder/President May 2013-May 2015

Created annual budget, crafted organization constitution, established short-term and long-term organization goals in collaboration with four other co-founders

Presented organization plans to USC administration and received recognition as an official student organization

Relevant Coursework: Financial Modeling, Financial Accounting, Macro and Microeconomics, Equities Research, Fundamental Business Law

Software Experiences: Bloomberg, Capital IQ, Microsoft Office Languages: Native in English and Mandarin Chinese

mailto:[email protected]:[email protected]

Connor Donahue


EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master of Science in Finance May 2016

Leadership: Director of Private Equity, MMFA Membership: Marshall Masters of Finance Association

Willamette University Salem, OR Bachelor of Arts, Economics May 2015

Overall GPA: 3.73, In-Major GPA: 3.89 EXPERIENCE Waddell and Reed Salem, OR Advisor Intern Spring 2015

Engaged in vertical market research and created multiple analyses helping advisors determine the feasibility of entering a client market and summarized the potential revenue stream derived from said client markets

Generated 6 mutual fund look-books for advisors in the office that were used to answer client questions about portfolios and funds during meetings, ensuring the clients comprehension of risks, goals, and other objectives

Produced hypothetical portfolios that maximized returns for a given risk level for advisors to use in meetings with clients

Focus Investment Advisors Encinitas, CA Intern Summer 2014

Created presentations and documents that aided in the basic financial education of clients which resulted in smoother advisor/client interactions, including better and more efficient communication between the two parties

Proofread and edited 10 updates created by the advisors that were to be sent to clients Willamette University Finance and Investment Club Salem, OR Co-President, and Co-Founder 2013-2015

Founded the Finance and Investment Club at Willamette which sought to increase student involvement and understanding in finance, business, and accounting

Wrote proposals to receive funding towards club activities; budgeted all funding received ($500) by prioritizing specific club activities, such as guest speakers

Served at the primary liaison between the Executive Board and the 20 non-executive members to facilitate meeting times, create agendas, formulate recruiting strategies, etc.

Created Power Points and other presentations to help introduce students to the basics of accounting and finance


Computer: Proficient in all Microsoft Office applications; HTML and CSS Volunteer: Marion Polk Food Share Interests: Surfing, Mountain Biking, Travelling, Reading Languages: Spanish (Elementary)

Patrick Earhart

(910)-603-5235 [email protected] EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master of Science in Finance May 2016

Leadership: Director of Private Banking, Marshall Masters in Finance Association Relevant Coursework: Wall Street Prep Financial and Valuation (DCF) Modeling Boot Camp

University of North Carolina at Chapel Hill Chapel Hill, NC Bachelor of Arts, Peace, War, and Defense; Minor: History May 2014

Honors: Deans List Leadership: UNC Scuba Club, Travel Coordinator

EXPERIENCE Marshall Masters in Finance Association Los Angeles, CA Director of Private Banking 2015-2016

Researched the investment management industry on a daily basis to keep abreast of current trends and changes Synthesized and presented relevant industry information to members in club meetings to exacerbate interest Communicated with working professionals in the investment management industry to orchestrate guest-speaking

events UVA in Jordan Summer Arabic Language Program Irbid, Jordan Yarmouk University Participant Summer 2013

Selected as 1 of 23 participants for an intensive Arabic language program Acquired intermediate reading, writing, listening, and speaking skills Developed cultural sensitivity and competency

Forest Creek Golf Club Pinehurst, NC Outside Golf Operations 2014-2015

Communicated with over 100 members to provide superior customer service to maintain customer relations Coordinated with co-workers to ensure the smooth functioning of member tournaments Organized and maintained immaculate golf course to increase customer satisfaction Reported maintenance issues to supervisor to ensure equipment functionality for co-workers

Sandhills Community College Pinehurst, NC Tutor 2011-2012

Worked as a peer tutor in English to help fellow students increase paper-writing and communication skills Met with students individually to provide feedback on essay development Assisted students with proof-reading and creating thoroughly developed arguments for research papers


Technology: ArcGIS Proficient, Microsoft Suite, Twitter, Facebook, Instagram, LinkedIn, iOS Volunteer: HOPE Gardens Interests: Financial Markets, Backpacking, Traveling, Team Sports (Basketball, Football) Residency: United Kingdom, Virginia, North Carolina, Oklahoma, Washington Language: Modern Standard Arabic Proficient, Jordanian Arabic Proficient

Diego Garcia

1059 2nd Ave. New York, NY 10022 505-453-0372 [email protected] EDUCATION University of Southern California Marshall School of Business Los Angeles, CA Master of Science in Finance May 2016 Bachelor of Arts in Political Science, Business Law Minor; Honors: Cum Laude, Discovery Scholar May 2015 Columbia University New York, NY Bachelor of Arts in Sustainable Development, Concentration in Business Management 2012-2014 RELEVANT EXPERIENCE Goldman, Sachs & Co. Investment Banking Division New York, NY Investment Banking Summer Analyst Equity Capital Markets: Global Equity Private Placements Group June 2014 August 2014

Developed road show oriented pitch books to investors including private equity firms, venture capital, mutual funds, sovereign wealth funds, and hedge funds for $100mm + private capital raises in order to help craft the equity story and capital raising strategy of late stage pre-IPO tech and social media companies with a differentiated growth story.

Collaborated with the tech, media, and telecom banking team in coordinating valuation and due diligence processes. Established a tiered database for prospecting, targeting, and tracking investors in order to brief and advise the client-

companys board of directors regarding the formulation and selection of an optimal investor list. Goldman, Sachs & Co. Finance Division New York, NY Spring Analyst Credit Risk Management & Advisory January 2014 April 2014

Supported credit risk and ratings advisory to the IBD Derivatives, Central Counterparties and Merchant Banking teams by assessing the current and potential exposure of various transactions and determining optimal risk mitigants.

Performed fundamental credit analysis, monitoring of fund liquidity and covenant compliance related to merchant banking transactions and private equity managers.

Generated daily variance reports to assess counterparty risk, and conducted pari-passu analysis of derivatives contracts to facilitate the negotiation of credit covenants and risk mitigants via ISDA/CSA agreements.

Houlihan Lokey Financial Advisory Services New York, NY Investment Banking Winter Analyst Structured Products Group January 2014 March 2014

Assisted in the valuation and structuring of portfolios consisting of asset-backed securities for financial institutions and alternative asset managers.

Evaluated the structural features, credit implications, collateral characteristics and recent market developments to analyze the net credit limit of a portfolio.

Integrity Square Strategic M&A Advisory in Health & Wellness Industry New York NY Financial Analyst October 2013 December 2013

Supported senior bankers in the M&A process for companies in the active lifestyle and franchising sectors. Conducted industry and company research for strategic alternative initiatives and potential acquisition targets using

Capital IQ in order to make projections, analyze trends, and update valuations for pitch books. Bank of Tokyo-Mitsubishi, UFJ Investment Banking Division for the Americas New York, NY Investment Banking Summer Analyst Stable Value Products Group June 2013 August 2013

Facilitated the structuring, issuing and execution of a $4.5B deal involving short duration fixed income derivative investment portfolios called stable value wraps for corporate pension funds.

Built a Monte Carlo simulation model to analyze interest rate risk and yield of current transactions. Created pitch books to leverage the existing product platform to expand and enhance relationship coverage for both stable

value fund managers and retirement plan sponsors to drive cross sell opportunities.

ADDITIONAL INFORMATION President, Marshall Masters in Finance Association

President of the Master of Science in Finance student body government at the USC Marshall School of Business. West Point Military Academy Green Warrior Project Columbia Earth Institute Student Consultant

Developed strategies to combat fiscal sequestration and a $30M budget shortfall in order to finance sustainability initiatives. Columbia Business School New York, NY Research Assistant to Dr. Adam Galinsky, Professor in the Management Division of the Business School

Assisted with business and social psychology research and took part in game theoretic experiments for published studies. NASA Office of Inspector General John Glenn Research Center Cleveland, OH Investigations Analyst

Played a key role in solving a federal law enforcement case that was open for over ten years by initiating an operation that seized and secured the smoking gun evidence that helped positively identify and bring the elusive suspect to justice.

Sandia National Laboratories A Lockheed Martin Corporation Albuquerque, NM Business, Leadership, Management and Development Intern (Security clearance obtained)

Provided research and analytical support for Sandia labs national security mission in the interest of energy infrastructure, defense systems, and homeland security.

Yervant Hagopian



Membership: Marshall Master of Finance Association University of Southern California, Dornsife College Los Angeles, CA Bachelor of Arts, Economics; Political Science May 2015

Honors: Magna Cum Laude EXPERIENCE Superior Health Care Center Glendale, CA Office Coordinator 2010 Present Reviewed administrative activities and implemented record systems for a therapy clinic in the Greater Los Angeles area.

Managed and maintained the office database consisting of approximately 3000 patients records. Monitored accuracy and validity of accounts receivable and liens satisfied up to $300,000. Communicated with patients to ensure services rendered by the physician and staff were both professional and

beneficial thereby generating patient referrals. Law Offices of Armen Tashjian Los Angeles, CA Legal Intern Summer 2013 Developed customer relationships and facilitated communications between attorney and clients for a Los Angeles based law firm.

Interviewed clients to obtain case information and assist in file start-up. Collected pertinent datamedical and billing records to calculate damages. Assisted the attorney in obtaining discovery responses from clients. Summarized depositions to assist the attorney in litigation.

Ampersand Contract Signing Group Los Angeles, CA Project Coordinator 2011 2012 Co-managed $2M of project-based operational activities for an industry leading architectural signage contractor.

Implemented modernized invoicing and change order process to increase processing efficiency. Reduced project delays by proposing web based collaboration tools amongst coordination team. Reduced waste and completion times by prioritizing quality control inspections during production resulting in

reduced corrective punch list line items by clients. YMCA Glendale, CA Head Basketball Coach 2010 2011 Volunteered for developing young men in competitive athletic activities for the largest global community youth organization in the world.

Emphasized responsibility and commitment to a group of young teenagers. Developed and implemented different strategies against opposing teams. Made critical decisions in high-pressure situations and times of adversity.


Computer: Microsoft Word/Excel/PowerPoint Volunteer: USC Armenian Student Association, Rose & Alex Pilibos Alumni Association, YMCA Interests: Tutoring (Economics at High School & College level), Playing Basketball, Weightlifting Languages: Armenian (proficient)

Zara Hovasapyan

[email protected] EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master Science in Finance May 2016

Leadership: Chief Financial Officer, Marshall Masters of Finance Association

University of California, Los Angeles Los Angeles, CA Bachelor of Science, Mathematics/Economics June 2015 EXPERIENCE The Walt Disney Company Glendale, CA Parks and Resorts Professional Intern, Digital Marketing Analytics February 2015 June 2015 Performed quantitative analysis of marketing campaigns with recommendations for future business decisions by strategy team.

Utilized data from different social media platforms (e.g., Facebook, Twitter, Instagram) for ad hoc analysis and measurement of the success of 7 seasonal/launch digital marketing campaigns worth $500K. Articulated and presented the conclusions to the strategy team in After Action Reports, which will be used as a reference for next years seasonal campaigns.

Performed data cleaning, organized data by category and content type, formulated excel models, and drew conclusions for benchmarking and key performance indicators. Introduced a new ratio for measuring the success of clicks on social media as an additional reference point.

Collaborated with paid media team to analyze spending on marketing campaigns on different platforms and the effectiveness of each investment. Conducted an analysis of 2015 performance of marketing campaigns, which was presented to strategy team in 2 Quarterly Recap decks.

TJX Companies Los Angeles, CA Buying Intern June 2014 September 2014 Worked with buyers to acquire business acumen regarding retail buying and optimizing sales while minimizing costs.

Conducted and presented a SWOT and sales analysis of the tabletop and housewares department by analyzing weekly sales and vender performance and identified trends, customer behavior, best/worst vendors, and market behavior, that was used in quarterly strategy meetings.

Created inspiration guides by conducting Internet research on industry competitors and standards, and prepared sell through reports for meetings by using excel models.

Participated in vendor appointments in Los Angeles markets and developed an understanding of negotiation skills, risk taking, and product distribution for high-volume buys.

Collaborated with buyers in different departments on purchase orders by providing a review of selling reports and competitor pricing.

UCLA Court of Sciences-Dining Services Los Angeles, CA Office Assistant September 2012 March 2015 Supported office manager by performing daily clerical tasks and recorded and verified employee hours and wages, processed invoices, and created sales and patron analysis reports.

Processed invoices, verified and recorded employee hours and wages, created sales and patron analyses, and labor reports. Placed daily food orders, distributed meal cards to employees, collected money from registers, and directed calls. Retrieved data from software such as Kronos, Sequoia, and HP and meticulously organized it within Excel workbooks.


Computer: Advanced Microsoft Excel, PowerPoint, Sprinklr Analytics, Elementary Stata, C++, SQL Interests: Traveling, Collecting Key chains, Playing Chess, Attending Theater, Painting, PhotoShop Languages: Armenian (Fluent) Leadership: Cultural Committee Chairman of the Armenian Students Association, UCLA

Haoxiang Huang



Honors: GPA 3.85; Deans Honor List Leadership: Founder, USC Shenzhen Alumni Membership: USC Marshall Master of Finance Association; Chinese Student Association; USC Shenzhen Alumni Projects: Big Fours Consulting Services Research

University of Southern California, Dornsife College of Letters, Arts and Sciences Los Angeles, CA Bachelor of Arts, Economics; Minor: Business Finance May 2015

Honors: Magna Cum Laude; GPA: 3.82; Deans Honor List in all semesters Leadership: President Assistant, USC Chinese Student Association; Founder, USC Shenzhen Alumni Membership: Dornsife Economics Club; USC Chinese Student Association; USC Shenzhen Alumni

EXPERIENCE Hiptraveler, Inc Los Angeles, CA Marketing Intern Spring 2014 Analyzed publics interest on tourism and interacted with public on social app to generate popularity for the company.

Analyzed the time ranges in a day which have the most people being active online and wrote over 20 posts a week with beautiful photos and words that stirred up readers interest, leading to over 2500 followers in three months and over 200 subscriber from overseas on the companys website.

Established and operated a popular Chinese social app (Weibo) account for the company and performed customer service in interacting with public by replying comments daily.

Researched on publics interest on tourist locations and filled up the database vacancy with Asian tourist attraction information, especially Chinas which was blank before I joined the team.

VICITY Integrated Shopping Mall Shenzhen, China Front Desk Trainee and Operation Management Trainee Summer 2013 Smoothened the operation process by coordinating with different departments in budget setting, introducing revenue-driven projects to retail stores and preforming professional customer service skills to customers.

Coordinated with finance department, operation department and security department in budget setting for over five big events in the mall, such as auto-show, fashion-show, festival celebration and singers autograph signing event.

Participated in analyzing financial statements and sales data from retail stores and introduced new revenue-driven projects, leading to 80% stores renewed the contracts for the new fiscal year.

Worked in marketing outreach department to provide information on membership and promotion for over 100 customers daily and performed Chinese-English translation of business activities and business documents, customers reflected that they had not experienced this good customer service before from the mall.

Sinolink Wordwide Holdings Limited Shenzhen, China Estate Agent Trainee Summer 2012 Performed customer service in property management by establishing relationship with tenants and owners and participated in various business activities including future planning and property management.

Visited over 15 tenants or property owners daily for advice and processed feedback to corresponding departments and maintained friendly and positive relationship by revisiting.

Participated in analyzing previous financial statements of property management and provided a summary of statistics that the property management department utilized for eventually achieving break-even point.

Participated in constructing documents related to Future Estate Project Planning, Built Materials Price Reporting and Property Management Reporting.


Computer: Advanced Microsoft Excel / PowerPoint, EDGAR, Financial Modeling, Quantitative Analysis in Excel Languages: Mandarin Chinese (proficient); Cantonese Chinese (proficient) Volunteer: Heitao Public Welfare Organization in Shenzhen

Chet P. Kristy



Honors: GPA 3.5; GMAT 740 University of Southern California, Dornsife School of Letters, Arts, and Sciences Los Angeles, CA Bachelor of Arts, Neuroscience May 2015 Bachelor of Arts, Psychology

Honors: Presidential Scholarship; National Merit Scholarship; Deans List Study Abroad: Coursework in International Business, Marketing, and Spanish completed in Barcelona, Spain during

Summer, 2013. EXPERIENCE Kerwood Capital Partners Century City, CA Summer Associate May 2015 Present

Performed financial valuation analyses (trading & transaction comps, DCF, LBO) for 2 deals for which IoIs were sent, and added 6 companies to deal pipeline that fulfilled investment criteria.

Create and maintain relationships with interested firms. Collaborate with investment banks in brokered deals and develop targeted sourcing plans for specific niche industries. Communicate with small to medium-sized business owners around the country looking for liquidity and exit options.

Marshall Masters in Finance Association Los Angeles, CA Vice President May 2015 Present

Manage networking events, class website, resume book, and off campus trips; lead team of 10 officers and directors. Formulate school-wide financial modeling and valuation prep course to be held in August, 2015.

Laboratory of Neuroimaging (LONI), Keck School of Medicine of USC Marina Del Rey, CA Undergraduate Research Assistant Summer 2014

Analyzed resting state functional MRI data for recording errors as well as signs of Alzheimers disease. Conducted quality control and registration of over 1,000 MRI scans to structural atlases. Developed Unix scripts streamlining access to documents and files in the database, saving 25+ seconds per each 5-minute MRI analysis.

JMP Securities LLC San Francisco, CA Winter Intern, Enterprise Software Equity Research 2012 2013

Contributed to JMPs 2013 Hot 100 annual publication by creating 35 new company profiles with management, products, growth, and financial information.

Proofread, fact checked, and analyzed 3 or more equity research reports per day covering publicly traded software companies including SAP, Oracle, Salesforce.com, Demand Media, VMware, and Workday.

Pi Kappa Phi Fraternity Los Angeles, CA Scholarship Chair & Risk Manager 2011 2014

Confirmed the chapters compliance with all FIPG, university, city, state, and federal laws, and oversaw the safety of all attendees of social, philanthropic, & intramural events. Testified for 7 unfounded previous allegations, proving chapter innocence and striking from record.

Managed online study materials and encouraged brothers in all scholarly pursuits. Assigned academically struggling brothers to tutors when necessary. My efforts helped raise the fraternity average GPA from 3.06 to 3.18 in 2 years.


Languages: Conversationally Advanced Spanish; Basic Mandarin Chinese. Technical Skills: Intermediate C++ ; Proficient Matlab, R, SPSS, Bloomberg, Capital IQ; Advanced Microsoft

Office, Ableton Live 9. Completed Wall Street Prep financial modeling & valuation workshop. Activities: USC Club Tennis; Personal Fitness Training; Market trading. Interests: Music enthusiast, creator, and guitar player; International traveler; Mental & Physical health and fitness

expert; Fan of Giants baseball, Warriors basketball, and Trojan football.

Tiffany Liou



Membership: Marshall Masters of Finance Association University of California, Irvine Irvine, CA Bachelor of Arts, Economics June 2015

Honors: Deans Honor List; GPA 3.5 Relevant Coursework: Intermediate Macroeconomics/Microeconomics, Managerial Economics, Econometrics,

Economic Anthropology, Corporate Finance, Financial Market, Financial Accounting, Business MGMT World Today

EXPERIENCE Ingram Micro Santa Ana, CA Financial Internal Auditing Intern Summer 2014

Reconciled data for the Procure-to-Purchase project through 3-way match by extracting purchase orders, invoices, and receipt inquiries using Impulse. This data was essential for the auditing process of obtaining and managing the raw materials needed for manufacturing Ingram Micros products.

Collected data of 80+ employees on Paid Time Off using Kronos, Paisley, PPL Soft, and Audit tracker. Performed due diligence through monthly follow-ups on 50+ clients. Evaluated whether the internal auditors

recommendation had been successfully completed according to SEC standards, as well as analyzed documentation for proof of completion.

USC Marshall School of Business Los Angeles, CA Financial Analyst & Research Intern Summer 2013

Collected information and created data packages, utilizing databases such as CRSP and SDC Platinum, for all companies filing for initial public offerings (IPO) from 1997 through 2012.

Audited internal database via IPO publications to identify market trends, strategies, and ensure accurate statistics. Collaborated with research advisors to develop reports analyzing the economic effects of the Sarbanes-Oxley Act.

Fidelitas International Corporation Taipei, Taiwan Investment Analyst Intern Summer 2012

Performed due diligence and analyzed business plan proposals for several potential investment opportunities. Managed multiple funds of venture capital firms to outline portfolio performances used for new deal presentations. Mentored incoming interns and proposed a weekly circulation between the finance, marketing, and investment

divisions within the company to expand each interns career horizons. ADDITIONAL INFORMATION

Leadership: Business Marketing Commissioner, Associated Students of UC Irvine (Strategized and oversaw campus wide marketing campaigns and events targeting over 23,500 diverse students); Social Chair, Pi Beta Phi (Organized quarterly social events attended by 200+ students by actively communicating and collaborating with various vendors in order to successfully execute Pi Beta Phis social functions)

Computer: Advanced Microsoft Excel/PowerPoint, CRSP, SDC Platinum, Paisley, IMpulse, SAP Volunteer: Peach Foundation Interests: Traveling (Brazil, Thailand, Maldives, Italy), Personal Finance, Dancing (Hip-hop), Art, Food, Television Languages: English (First Language); Mandarin Chinese (Proficient)

Anthony Makdessi

(213) 880 9720 [email protected]


Honors: GPA: 4.0 Membership: CFA - Los Angeles Society, Master of Finance Association - Director of Equity Research

York University Toronto, ON Bachelor of Arts, Economics (Honors) May 2015

Honors: Graduated Summa Cum Laude, Deans Honor List; GPA 3.87 Awards: Vingt-Deux Masters Honor Roll (Top 22 in Class), George Doxey Award in Economics, Franc & Mary

Joubin scholarship

University of Toronto, School of Medicine Toronto, ON Doctor of Medicine Program, 2010-2013

Completed Years 1 and 2

McMaster University Hamilton, ON Bachelor of Health Sciences (Honors) 2010

Honors: Graduated Summa Cum Laude, Deans Honor List; GPA 3.85 Awards: Population Health Research Institute Studentship; BHSc Research Scholarship; and John D. Schultz

Science Student Scholarship EXPERIENCE York University Student Investment Fund Toronto, ON Junior Analyst Healthcare and Biotechnology 2013 - 2014 Conducted fundamental research on sector-specific firms.

Applied industry specific expertise to recommend investments for student investment fund. Achieved annual return of 20% (exceeding market by 3%).

Supported senior analysts with maintaining database of equity proposals and updating DCF models as company risk profiles changed.

Holland Orthopedic Center Toronto, ON Summer Research Assistant Summer 2011 Extracted and analyzed outcome measures from 400+ patients to compare the effect of two different medications.

Devised and improved the process of requesting new patient files and recording completed ones, which doubled the rate from 25 files to 50 files per week.

Provided necessary support to the primary investigator in updating the patient database, which led to higher recruitment levels (90%) and only 36 (1.8%) patients being lost to follow-up.

Hamilton General Hospital Hamilton, ON Research Associate 2008-2010 Designed, wrote, and coordinated research studies related to heart failure, exercise therapy, and quality of life.

Reviewed historical publications and recent research developments to assist designing research studies and drafting multiple proposals.

Managed multiple projects simultaneously and delivered oral presentations at the 2009 American Heart Association Scientific Sessions and 2009 Canadian Cardiovascular Conference.

Completed data acquisition and analysis, and prepared final manuscripts for publication as first author.


Specialized Training: Chartered Financial Analyst (Level 1 Candidate), Financial and Valuation Modeling Certificate, Bloomberg Essential Training Program, Regional Soccer Referee - Ontario

Computer: Bloomberg, SPSS, Microsoft Excel/PowerPoint, Thomson One Volunteer: Ontario Special Olympics, Right-to-Play Interests: Traveling and Backpacking (Western Europe), Photography, Hockey, Soccer, Squash, Football, and Golf. Other: US-Canadian dual citizen, willing to relocate globally

Frank Marshall


EDUCATION

University of Southern California, Marshall School of Business Los Angeles, CA Master of Science in Finance May 2016

Leadership: Director of Consulting, Masters in Finance Association Honors: GPA: 3.4; GMAT: 710

University of California, Los Angeles Los Angeles, CA Bachelor of Arts, Political Sciences; Minor: Accounting March 2015

Honors: Magna Cum Laude; GPA 3.9 EXPERIENCE

Huber Capital Management El Segundo, CA Analyst Intern June 2015 - Present Performing fundamental research in the automotive industries

Forecast sales of various vehicle types over the next 10 years Develop models to predict the future usage rates of certain automotive part materials Utilizes bottom-up method and SWOT analysis to produce forecasts for different investment risk tolerances

PG&E Corporation San Francisco, CA Pricing Products Intern Summer 2014 Worked with a cross-functional team on the implementation of future residential electricity rates

Coordinated the scheduling of PG&Es residential Summer Rate Reform outreach plan, a marketing plan designed to reach millions of PG&E customers

Forensically analyzed a time-varying pricing pilot program implemented by the Sacramento Municipal Utilities District (SMUD), resulting in input given to the statewide Public Utilities Commission

Wrote cross examination questions critiquing the work of a top energy expert hired by SMUD for consulting on SMUDs time-varying pricing pilot program

FinditParts Los Angeles, CA Data Analyst Intern March 2014 May 2014 Ensured that FinditParts was in the best strategic position possible when dealing with both venders and customers

Provided consolidated data using Excel and SQL to the CEO of FinditParts in order to facilitate successful negotiations with venders

Created Excel reports with information on key customers, and sent these reports to our business development director

Performed data analysis of millions of products and thousands of venders using Excel, Google Analytics, and SQL UCLA Anderson School of Management Los Angeles, CA Research Assistant for Professor David Aboody November 2011 May 2014 Created a large Excel database with detailed information on thousands of M&A transactions over a 30+ year period

Created valuation models for M&A transactions in order to accurately enter the transactions into an Excel database Determined transaction barriers (e.g. regulatory risk, antitrust issues, leverage) for thousands of M&A transactions Analyzed the unique issues of various types of M&A transactions (e.g. combined cash/stock deals, bankruptcies)


Computer: Advanced Microsoft Excel/PowerPoint, Intermediate MySQL/HeidiSQL, Basic Stata and C++ Interests: golf, swimming, working out, watching movies, studying financial markets Languages: Korean (basic); Spanish (basic)

mailto:[email protected]

David T. Mellstrom



Honors: Deans List, GPA 3.70, Investment Banking Club Bachelor of Science, Business Administration May 2015

Honors: GPA: 3.62, Cum Laude Awards: Deans List, USC Student Athlete of the Month, SBA Scholarship Fund Award

EXPERIENCE Equinox Securities Century City, CA Investment Banking Summer Analyst Summer 2014

Constructed and maintained financial models and pitch materials to assist in capital raises and evaluate financing scenarios for growth companies

Developed client presentations, situation analyses, and transaction-related documents Conducted company, industry, market, and competitor research using Capital IQ Established and managed a PE and VC database to formulate an optimal buyer list Assisted in the pitching and execution of private placements

The Curtis Co. Beverly Hills, CA Mergers & Acquisitions Research Analyst Summer 2014

Researched private healthcare companies using Capital IQ and Hoovers to analyze operating metrics and evaluate financial performance

Worked with buy-side firms to develop a relationship and understanding of acquisition criteria Developed presentations to provide private equity groups with potential acquisition targets Provided new investment ideas and new metrics by which companies could be evaluated

ADDITIONAL INFORMATION University of Southern California Football Fall 2013- Present Wide Receiver

Walk-on; earned playing time against Notre Dame, Colorado, Washington State, and Fresno State Provided example-based and vocal leadership on the field and in the classroom and provided tutoring services for

teammates facing educational difficulty All-PAC 12 Academic Honor Roll, Athletic Directors Honor Roll, Scholar-Athlete of the Month Highest GPA on the team

Virginia Tech Football Fall 2011 2012 Wide Receiver

Earned All-ACC Honor Roll, Athletic Directors Honor Roll, two-time Deans List with Distinction (4.0 semester GPA), Scout Team Player of the Week

Majored in engineering and achieved a 3.78 GPA Required time commitment of 30 hours per week practicing, working out, studying film, and competing Highest GPA on the team

Training: Wall Street Prep - Financial Modeling and Valuation Computer Skills: S&P Capital IQ, Thomson ONE, Bloomberg, Advanced Microsoft Office

Pelayo Mndez

(323) 304-9315 [email protected] EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Masters of Science in Finance May 2016

GPA 4.0; Trojan Finance Fellowship GMAT: 760, 99th percentile

London School of Economics London, UK Bachelor of Science in Economics July 2013

First Class Honours (GPA 4.0 equivalent); top 10% of graduating class Gonner Prize: awarded to the student with the highest final year results in the Department of Economics Relevant Modules: Quantitative Finance, Advanced Calculus and Linear Algebra, Econometrics

EXPERIENCE Nomura London, UK Analyst, Risk Solutions Group (Investment Banking Division) June 2013 May 2015 Interest Rate and Foreign Exchange Derivative Sales; Corporate Risk Advisory

Structured and sold derivatives to large-cap corporates and private equity firms as hedging solutions against movements in interest rates, exchange rates and inflation. Developed outstanding pricing and technical skills on interest rate swaps and caps, swaptions, cross currency swaps, FX options and deal contingent products

Originated new business by identifying and analyzing the interest rate and FX risks of over 40 corporate clients arising from their internal activities, M&A and other strategic projects and investments, as well as preparing marketing materials for over 80 client pitches directly resulting in deals totaling $3bn in notional value

Developed a debt optimization model for one of the largest European utility companies with the aim of reducing its interest rate exposures and minimizing the cost of capital, which resulted in the execution of a 200m interest rate swap

Conducted for a FTSE 100 client a statistical analysis of its net investment and cash flow FX risks and their potential effects on the companys equity, reported EBITDA and debt covenants with the aim of enhancing shareholder value. Led the execution of 110m of deep OTM FX Options hedging the tail-risks identified by this analysis

Led the execution process of $2bn of interest rate swaps, 100m of cross currency swaps and 150m of deal contingent FX forwards executed for 3 of the largest global private equity firms on the back of asset purchases and disposals

Worked in close collaboration with 17 regional governments to raise debt through bond issues and private placements by identifying investor interest and actively monitoring the performance of the clients existing debt instruments on the secondary market, resulting in a 60m private placement for one of the largest Spanish regional governments

Worked cross-functionally with the Debt Capital Markets team by developing an automatized VBA spreadsheet which decreased the time required to produce a quantitative client pitch from 30 minutes to 2 minutes, allowing the DCM sales team to double the number of targeted medium-cap clients and resulting in the origination of a 1.7bn bond deal

Contributed to Nomuras New Issue Swap business by directly supporting the execution of over 10 deals totaling over $5bn in notional value across 3 different currencies

Credit Suisse London, UK Summer Analyst, Fixed Income Department June 2012 August 2012 FX Sales and New Issue Swap Desks

Provided daily FX market updates to the sales team. Based on my fundamental and technical analysis of the currency, I structured a reverse knock-out AUDUSD put option which was pitched to clients

Enhanced coordination efforts with the trading and CVA teams to ensure a smooth deal execution process on over 10 interest rate swaps executed on the back of bond issues. Aided the team with its post-trade administrative tasks


Languages: Spanish (native), French (highest attainable level at the LSE language center) Technical Skills: Excel, PowerPoint, Bloomberg (Advanced). VBA (Beginner) Leadership: London University Swim Team (Treasurer, Social Chair), LSE Rowing Club (Social Chair) Interests: Swimming, Water Polo, Rowing, Water Ski and Surf

Zachery Porter


EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master of Finance May 2016

Membership: Marshall Master Finance Association Brigham Young University-Idaho Rexburg, ID Bachelor of Science, Business Management; Emphasis: Marketing July 2013

Honors: GPA 3.57 EXPERIENCE Tradition Building Company Boise, ID Jr. Project Manager, Project Accountant August 2013-April 2015 Tracked build job costs and assisted in management of residential and light commercial development and construction projects.

Tracked building costs for approximately 20 ongoing build jobs Created bid sheets for potential/upcoming projects Researched and Analyzed various investment/development properties Managed companys accounts payables and processed payments to 50-100 vendors/subcontractors each

month Assisted in the construction supervision of over 30 residential homes, multiple dentist offices, and the

retail store Pro Image (athletic clothing store) Negotiated purchase price of investment property for wetland development

Idaho Realtor, Silvercreek Realty Group Boise, ID Residential Real Estate Agent June 2013-March 2015 Researched property information for client investment decisions.

Developed marketing materials via Adobe Illustrator and Photoshop for 15 residential floor plans. Researched property information to include: property boundaries, septic permits, water rights, easements, property

taxes, etc. Assisted clients in researching and buying residential real estate Licensed real estate agent for the state of Idaho

Idahoan Foods Idaho Falls, ID Accounting Intern September-December 2012 Assisted in accounting procedures at Idahoan Foods corporate office and at an Idahoans processing plant.

Prepared cost reports for logistics/transportation and raw inventory costs Updated annual budget tracking Assisted in preparing for annual audit


Computer: Microsoft Excel, QuickBooks, Buildtools Volunteer: Boy Scout of America Eagle Scout Recipient, Assistant Scout Master Interests: Fly Fishing, Snowboarding, and Golfing Languages: Spanish (proficient)

Peyman Sabahi



Membership: Marshall Masters in Finance Association Honors: GPA: 3.9

Bachelor of Science, Business Administration (Concentration in Finance) May 2015 Leadership: Program Committee Chair, Trojan Business Alliance Honors: Deans Honor List; Major GPA: 3.5

University of Southern California, Leventhal School of Accounting Los Angeles, CA Bachelor of Science, Accounting May 2015

Honors: Deans Honor List; Major GPA: 3.5 EXPERIENCE LED Greenland, LLC Los Angeles, CA Executive Assistant to COO May 2014 Sep 2014 Co-managed day-to-day activities including sales, shipping, and customer service of an international trade company specializing in importation and sales of LED light bulbs.

Defined and implemented effective sales strategies resulting in over $30,000 in monthly revenues. Provided consolidated financial data using Excel to the COO in order to enable successful negotiations with

suppliers and distributors. Developed and managed successful business relationships with over 10 suppliers in China. Analyzed over 500 products and over 100 suppliers using Excel, and presented the results to the COO resulting in

over $20,000 of monthly cost savings. Daroupat Shargh Co. Tehran, Iran Management Accountant Jun 2013 Sep 2013 Prepared all financial reports, including Income Statement, Balance Sheet, and Statement of Cash Flows, as well as the year-end financial reports for a manufacturing company.

Budgeted, planned, and forecasted for the manufacturing plants and implemented performance measures for the organization. Provided timely explanations of variances between actual results and forecasts/budgets, and presented corrective action recommendations to management.

Maintained and closed monthly accounting ledgers including monthly review of all account reconciliations and journal entries.

Worked with internal and external auditors during reviews and audits to ensure full cooperation from accounting staff and compliance with all qualified requests.

Santa Monica College Santa Monica, CA Accounting & Math Tutor Feb 2010 Jun 2012 Tutored and assisted over 1,000 students individually and through group settings, with mathematics and accounting.

Designed practice quizzes and worksheets to help students prepare for exams in Fundamentals of Accounting and math that succeeded in raising students grades from 70% to over 85% on average.

Collaborated within teams and organized over 500 tutoring sessions for mathematics students that resulted in increasing the number of students being assisted.

Interviewed and trained over 15 math tutors to assist students through one-on-one hourly sessions. Assisted 5 math professors in grading exams and graded over 600 math exams.


Computer: Advanced Microsoft Office, Wall Street Prep Financial Modeling, Basic Quick-books Volunteer: Achieved Presidents Bronze Level Volunteer Service Award for completion of over 100 hours in

community service, Habitat for Humanity Interests: Traveling, Skiing, Tennis, Cooking Languages: Farsi (Native)

Namrata Sastry

[email protected]


Membership: Director: Investment Banking, Marshall Master of Finance Association Christ University Bangalore, India Bachelor of Commerce (Honors); Majors: Finance & Investment May 2014

Honors: GPA 3.71 Leadership: President, Finance Club, Department of Commerce

EXPERIENCE Goldman Sachs Bangalore, India Analyst (Full Time) May 2014- May 2015 Ensured that internal broker accounts were reconciled at the end of every business day as part of the Clearing Control and Reconciliations Team- Prime Brokerage.

Gained proficiency in resolving exceptions across several Goldman Sachs entities using internal databases and tools. Acted in partnership with a wide variety of groups across the firm in the Americas & EMEA in particular, and other

global markets to resolve aging exceptions. Liaised with Core Operations groups such as Trade Management, Settlements, Client Clearing Services and Global

Control to resolve queries. Engaged in daily interaction with other Operations teams as well as Securities, Technology and Compliance. Initiated a monthly analysis of aging and outstanding exceptions to identify the largest internal contributing groups.

The project targeted reduction of 10% per month. Summer Analyst (Full Time) April 2013- June 2013 Completed a project involving exceptions generated through the process of Continuous Net Settlement. This project aimed at reducing 2.5 hours of weekly processing time, and resulted in subsequent efficiency gain for the Clearing Control and Reconciliations Team- Prime Brokerage. ArthaPrabandha- The Finance Club, Department of Commerce, Christ University Bangalore, India President Sept. 2013- May 2014 Led a 21-member strong group in organizing activities including mock trading, financial planning and corporate restructuring across the entire department consisting of around 1500 students.

Was involved in conducting a panel discussion featuring several eminent business leaders from top companies in Bangalore.

Worked in tandem with ICICI Bank, a leading Indian private bank to conduct their annual student-oriented mock trading competition ICICI Direct: Stock Mind for the entire university. The project generated a turnout of nearly 100 undergraduate and post graduate students and involved coordinating with representatives of ICICI direct and the students over a 7-trading day period.


Computer: Microsoft Office, Short term course in SAP & HTML Volunteer: National Service Scheme, Bangalore- A & B Level certification Interests: Singing- trained in Carnatic classical vocals, Writing, Swimming, Traveling Languages: English (Proficient); Kannada (Proficient); Hindi (Conversational); Telugu (Basic); Spanish (Basic)

Lucas Swiecichowski

(612) 360-8489 [email protected] EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master of Science in Finance May 2016

Leadership: COO, Marshall Masters of Finance Association Honors: GPA: 4.0

Bachelor of Science, Business Administration (Finance) May 2015 Honors: Deans Honor List; Cum Laude; Cumulative GPA: 3.68 (162 units); Major GPA: 3.76; Phi Sigma

Theta National Honor Society, Golden Key International Honour Society, Academic Key Society, Gamma Sigma Alpha Greek Honor Society

University of Southern California, Leventhal School of Accounting Los Angeles, CA Bachelor of Science, Accounting May 2015

Honors: Deans Honor List; Cum Laude; Cumulative GPA: 3.68 (162 units); Major GPA: 3.58 EXPERIENCE Deloitte & Touche LLP Minneapolis, MN AERS Audit Intern Summer 2014 Executed work papers essential to the external audits of four engagements.

Cooperated with many teams, improved communication skills and strengthened business network Created work papers for year-end and interim audits of multiple clients Developed professional and technical skills through hands-on work and interaction with superiors

US Deloitte National Leadership Conference Member Summer 2013 Actively participated in team building and leadership development workshops.

Learned valuable professional skills dealing with leadership, teambuilding and networking Integrated myself with the organizations culture and built mutually beneficial relationships

US Bank Minneapolis, MN Summer Intern Accounting Specialist Summer 2012 Interviewed different departments to create a communication process flow and identify inefficiencies.

Received US Bank Bronze Shield Award Best in US program for exceeding performance expectations Prepared work papers for several financial statement accounts Collaborated with different departments and recognized a process improvement, then implemented solution

and increased efficiency Created Process Flow to improve interdepartmental communication and interaction Initiated professional development through performance evaluations and Excel training courses

ADDITIONAL INFORMATION USC Mens Club Ultimate Frisbee Captain Fall 2011 Present

Motivated teammates and helped them develop essential skills to reach their potential Led team to back-to-back regionals appearances for the first time in club history

USC Phi Sigma Kappa Fraternity President, Inductor, Secretary, Pledge Master Spring 2012 Present

Unanimously elected as president to lead, represent, and make difficult decisions on behalf of the fraternity Appointed to educate and integrate new members into fraternity Re-established fraternity on The Row and increased active membership from 60 to 100 in one year

Technical Skills: Advanced Microsoft Office, JMP, Bloomberg, Capital IQ, Thomson One, EDGAR, Wall

Street Prep Financial Modeling & Valuation, Social Media Platforms Interests: Stock Market, College and Professional Sports, Volunteering, Cycling, Health & Fitness, Travel

Elihu R. Whitney

(310) 613-8416 [email protected] linkedin.com/in/elihuw EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Master of Science in Finance, GMAT 720 May 2016

Leadership: Chief Marketing Officer Marshall MSF Association University of California, Santa Barbara Santa Barbara, CA Bachelor of Arts in Economics June 2012

Honors: Deans Honors; Major GPA 3.4 Leadership: Founding father and Vice President of a greek organization which now raises $2,000 for charity

annually Instituted recruiting policies that resulted in 80% growth

UCSB Technology Management Program Santa Barbara, CA Technology Entrepreneurship Certificate, GPA 3.9 June 2012

Competed in a management simulation with control over a sensor company, analyzed business and financial reports and metrics to make decisions

Presented financial/strategic research on the aerospace and technology industries Wrote and pitched business plans to venture capitalists and Fortune 500 executives

EXPERIENCE 310TUTORS Santa Monica, CA Academic Instructor October 2013 - April 2015 Consulted with clients to identify specific strategies to ensure success

Created a system to track students grades and assignments which allowed tutors to spend time teaching instead of focusing on logistics

Also educated and helped students strategize to find their strengths and improve study habits Participated in company strategic planning

Deckers Outdoor Corp. Santa Barbara, CA Information Technology Quality Assurance Associate November 2012 - May 2013 Analyzed IT system deployments

Analyzed IT system deployment requirements by collaborating with IT and finance teams Designed and ran test scripts for IT database system deployments Successfully completed testing on a data interface deployment while also training a new hire and simultaneously

communicating quality assurance practices to Deckers staff Gerber Kawasaki Wealth Management Santa Monica, CA Summer Intern June 2011 - September 2011 Performed securities analysis

Analyzed securities and mutual funds alongside the C.E.O. Delivered a research report to the CEO which recommended 5 mutual funds Created an Excel presentation which used American household income data to model hypothetical investment

returns. This was used by representatives during client meetings ADDITIONAL INFORMATION

Technical Skills: Microsoft Office, Excel, Powerpoint, Python, R, Github Interests: Surfing, fitness (training for a triathlon), adventure sports, backpacking, reading business books, political

biographies, and The Economist Languages: English, Spanish

Kevin Winarko

(310) 990-2379 [email protected] EDUCATION University of Southern California, Marshall School of Business Los Angeles, CA Masters of Science in Finance May 2016 Bachelor of Science, Business Administration May 2015

Honors: Marshall School of Business Deans List; Cumulative GPA: 3.43

Shanghai Jiao Tong University Shanghai, China Three months of Mandarin courses (listening, speaking, and writing) Feb-Jun 2011 EXPERIENCE Union Sampoerna CorporationJakarta, Indonesia Corporate Office and Management Intern Jun-Aug 2014

Shadowed the CEOs, sales, purchasing, and factory managers to understand daily activities, problems and solutions Worked closely with the CFO to analyze USCs financial position and to assist in credit management Researched Indonesias steel and palm oil industries, and presented findings to executive board members Assessed current economic events and investment opportunities to support the investment department

Credit SuisseSingapore, SG Structured Products Intern in the Foreign Exchange and Commodities Department Jul-Aug 2013

Developed over 25 product descriptions of foreign exchange options and structured products Administered and updated daily clients Foreign Exchange products data Recommended practical, technical design ideas to Human Resources Department to construct a new training center

Union Sampoerna CorporationJakarta, Indonesia Operations and Management Intern Jun-Jul 2012

Successfully proposed collaborative $20 milion deal with a competitor to sell USCs unused harvest to avoid waste Worked closely with COO and Plantation Advisor to analyze and improve the efficiency of field operations, palm oil

tree cultivation, and harvesting methods Evaluated four plantation sites and two refineries to comprehend the means of cultivation of palm trees and the

procedure of converting raw fruit bunches to a finished product of crude palm oil Collaborated with plantation managers to supervise hundreds of employees harvesting methods and improve supply

chain operations ADDITIONAL INFORMATION IICS Championship Events Jakarta, Indonesia Fundraising and Sponsorship Committee, Chair of Basketball Committee Fall 2010

Interfaced with 15 corporate sponsors, raising a total of over $45,000, and organized the schools fourth carnival with a record breaking attendance of over 2,000 attendants

Marketed the event to 50 different schools to acquire participants and coordinated game schedules for 72 teams Yearbook Committee of IICS Jakarta, Indonesia Publication Editor-in-Chief Fall 2010

Collected data and information from hundreds of students, teachers, and faculty members Disclosed information about the development of the book to students and raised funds for the publication

Mission Trip Semarang, Indonesia Student Volunteer Summer 2010

Provided necessities of life and built a church for impoverished people in Cuntel village in Java, Indonesia

Language: Proficiency in Indonesian and English IT: Microsoft Office, JMP, Adobe Photoshop Extensive Travel: Asia, United States, Latin America, Australia, Europe, Middle East

Shunyuan Yan



GPA: 3.7 Primary Coursework: Accounting Concepts and Financial Reporting, Quantitative Methods in Finance, Corporate

Finance, Microeconomics for Management University of Southern California, Marshall School of Business Los Angeles, CA Bachelor of Science, Business Administration May 2015

Honors: Cum Laude, Deans List Membership: Undergraduate Student Government; Critical Issues in Race, Class, and Leadership Education

WHU Otto Beisheim School of Business Vallendar, Germany Exchange Program through Marshall School of Business Jan-May 2014

Primary Coursework: International Business and Economics, Investment Banking, International Capital Markets and Derivatives, Asset Management

EXPERIENCE FirsTrust China Ltd Shanghai, China Finance Intern, assistant to the associate vice president Summer 2014

Established a database of 180 China Concepts Stocks, including their company profile, key statistics, board of directors, M&A information, major holders and any material information.

Analyzed annual reports for 90 China Concepts Stocks, scrutinized changes in financial data during the last 5 years and identified the potential cause.

Accomplished industry research report for wearable medical devices, big data and luxury goods in Chinese market. Supported supervisor in due diligence of the client companies by deliberating on their business operations,

recognizing selling points and evaluating business risk. Fosun Finance Group Shanghai, China Finance Intern, assistant to the senior investment director Summer 2013

Analyzed and compared the Japanese, European fleet car leasing market to the Chinese market; identified and proposed potential sub-markets in China as well as room for improvement.

Compiled research reports of 5 industries, 3 stock markets and 2 pension funds. Completed company background research and financial data entry for 25 companies. Delivered weekly presentation about my research progress to the team. Supported the HR department to greet professionals and clients, contacted the job candidates, made arrangements for

interviews, edited slides, and prepared the conference room. ADDITIONAL INFORMATION

Computer: Advanced Microsoft Excel / PowerPoint, JMP Volunteer: Asian Celebration, IEEE International Conference, Marshall Outreach and Volunteer Entrepreneurs Interests: Traveling (Europe, Australia, Peru, Asia, National Parks), Economics, History, Hiking, Scuba diving Languages: Mandarin Chinese (native); German (conversational)

Fangyu (Heather) Zhou



Membership: Marshall Master Finance Association Ohio State University Columbus, OH Bachelor of Science, Business Administration, Accounting May 2015

Honors: Deans Honor List; GPA 3.5 Leadership: Treasurer, Asian Business Student Association Case Competition: 1st Place, ASCEND Annual Case Competition

1st Place, DELLOIT Case Competition, SLC Zhejiang Gongshang University Hangzhou, China Bachelor of Science, Business Administration, Accounting June 2012

Leadership: Vice President, Research Group under Student Affair Office Case Competition: 3rd Place, Social Practice Research Competition Achievement: Registered a Practical Innovation Patent

EXPERIENCE PwC Zhong Tian LLP Shanghai, China Assurance Intern July - August 2014

Reviewed clients accounts and systems of internal control Identified accounting and auditing issues; Performed research to solve issues that arise Prepared part of the financial statement reports and documentation for an IPO Engaged in business development plan and potential clients research

Mazars Singapore Singapore Consulting Intern May - June 2014

Conducted researches on clients industries and helped to address their business challenges Prepared financial statement reports and presentation PowerPoint Established effective risk management and internal control systems for clients Arranged client meetings and companys annual events

Massmutual Financial Group Hong Kong Winter Intern 2012

Gained an understanding of business operations Researched and analyzed business issues impacting Massmutual Financial Group Received mentoring and networking opportunities Presented a business proposal for companys premier choice insurance product


Computer: Advanced Microsoft Excel/PowerPoint, Minitab, VBA, StatTool Volunteer: 8th National Special Olympics Interests: Traveling (Europe, Jamaica, Maldives, Asia, USA), Personal Finance, Horseback Riding, Photography Languages: Mandarin Chinese (native), French (elementary)

Niloufar Ziai

[email protected]


Membership: USC Marshall Masters in Finance Association University of British Columbia Vancouver, Canada Bachelor of Applied Science in Mining and Mineral Processing Engineering May 2014

Honors: UBC Presidents Entrance Scholarship EXPERIENCE Sangan Iron Ore Mine Khorasan, Iran Mining Engineering Intern Summer Fall 2014 Designed a new mining operation schedule and managed the negotiations with potential and current clients.

Conducted a feasibility study to evaluate the viability of the current operation cycle and used the results to design a new operation schedule, which increased efficiency by 12%.

Expanded the client base by contacting potential customers and handled the negotiations with the Chinese clients, which led to an increase in the selling price of the ore.

Analyzed the benefits and costs of purchasing new mining equipment by performing financial analysis and presented the findings to the CFO.

UBC Mining Investment Club Vancouver, Canada Co-founder 2012 2014 Managed the clubs virtual stock market platform and presented information about stocks and trading.

Supervised group members on creating and running the virtual stock market platform and advised members on investment opportunities, leading to a 20% profit on mining stocks.

Networked with industry professionals and invited guest speakers to educate club members on stock investments.

Louis Vuitton Vancouver, Canada Seasonal Sales Associate Fall 2013 Attained the title of the top sales associate of the month consecutively.

Built strong relationships with customers, resulting in target sales being exceeded. Proposed motivational plans for employees that led to increased sales and higher customer satisfaction.

Value Enterprises Corp. Vancouver, Canada Financial Analyst Intern 2012 2013 Prepared sales forecasts and analyzed financial statements to assist the company in making financial decisions.

Forecasted the profits and risks of investing in two different construction companies, which aided the management in making the final investment decision.

Performed data entry and financial modeling using excel, which was used by senior analysts to prepare financial reports.


Computer: Advanced Microsoft Excel/PowerPoint, Matlab, C++ Volunteer: Canadian Institute of Mining, Metallurgy and Petroleum, St. Pauls Hospital Interests: Traveling (England, France, Germany, UAE, Switzerland), CrossFit, Skiing, Skydiving Languages: Farsi (fluent), French (Intermediate)

RESUME BOOK 2015 – 2016 - USC Marshall Master Resume Book.pdf · balance inquires/ASR’s to ......

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