Resume Books: Class of 2017 - 2nd Year: Energy
Transcript of Resume Books: Class of 2017 - 2nd Year: Energy
The Wharton School / Resume Books: Class of 2017 - 2nd Year: Energy
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Resume Packet
NO. STUDENT GRAD DATE
1 Aleti, Sneha May 2017
2 Alhujilan, Naif May 2017
3 Alonso, Salvador May 2017
4 Andrade, Renan May 2017
5 Benavente, Diego May 2017
6 Blomfield, Timothy May 2018
7 Bolano, Alexander May 2017
8 Cambas, Brittany May 2017
9 Castles, Stephen May 2017
10 Celentano, Christina Aug 2017
11 Chen, Ruoyun (Kathy) May 2017
12 Cramer, Kathrine May 2017
13 de Esteban, Javier May 2017
14 Dieng, Armand May 2017
15 Dwyer, Charles May 2017
16 Fink, Jenna May 2017
17 Griffin, Andrew May 2017
18 Harp, Brian May 2017
19 Huffman, Scott May 2017
20 Imanishi, Mizuho May 2017
21 Knetzger, Michael May 2017
22 Koh, Soo Jin May 2017
23 Lubetkin, Ross May 2017
24 Luehrs, Gregory May 2017
25 Manibog, Yann May 2017
26 McCarren, Charles May 2017
27 McGuire, Peter May 2017
28 Messaoudi, Amro May 2017
29 Mingorance Rodriguez, Ignacio May 2017
30 Mohan, Stuti May 2017
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The Wharton School / Resume Books: Class of 2017 - 2nd Year: Energy
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NO. STUDENT GRAD DATE
31 Nemirovsky, Guillermo May 2017
32 Neravetla, Sudhansh May 2017
33 Obaji, Ndidi Aug 2017
34 Prentiss, Lincoln May 2017
35 Rakita, Ognjen May 2017
36 Scott, Charles May 2017
37 Sen, Saoni May 2017
38 Singh, Rashi May 2017
39 Sprecher, Daniel May 2017
40 Stahl, Roman May 2017
41 Trama, Brandon May 2017
42 Vasilyeva, Aleksandra May 2017
43 Verma, Ankita May 2017
44 Wang, Xingyu May 2017
45 Warner, Steven May 2017
46 Wei, Wei May 2017
47 Windle, Michael May 2017
48 Yu, Yue(Peter) May 2017
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SNEHA REDDY ALETI 632B Missouri St, San Francisco, CA 94107 | +1 409-365-9080 | [email protected] / [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate, Major in Operations, Information and Decisions
Philadelphia, PA
2015-2017 •! Selected to participate the Semester in San Francisco program focused on entrepreneurship and technology •! GMAT 750 | Awarded Wharton India MBA Fellowship for outstanding professional and personal achievements •! Leadership: Director - Wharton Technology Club; Executive Committee Member - Wharton Energy Conference INDIAN INSTITUTE OF TECHNOLOGY, MADRAS Bachelor of Technology, Major in Mechanical Engineering, Minor in Operations Research
Chennai, India
2006-2010 •! Graduated top 10% of the class | CGPA 8.61/10 •! Led multiple teams in organizing events, sponsorship and external publicity for University’s annual technical/ cultural festivals •! Summer (2008) internship at Schlumberger Ltd. Awarded offer to return fulltime post graduation
EXPERIENCE APPLE INC MBA Intern, Service Operations
Cupertino, CA Summer 2016
•! Optimized repair center operations to respond to variations in demand forecasts. Design and operational recommendations projected annual savings opportunity of ~$ 3 million
•! Developed a tool to simulate repair operations and predict performance in order to support decision making for new repair strategies MOTIVA ENTERPRISES LLC Maintenance Engineer, Convent Refinery
Convent, LA
2014-2015 Motiva is a JV between Royal Dutch Shell and Saudi Aramco. My role involved identification, design, procurement and execution of refinery maintenance projects to ensure safety compliance and optimal production rates •! Led cross-functional teams of engineers and operators (~30 personnel) to implement critical change management processes for
preventive and corrective maintenance across the refinery. Projects had profits implications of over $20 million •! Reduced unit shutdown time by 4 days by leveraging unplanned downtime for implementation of specific Turnaround projects •! Enhanced overall refinery safety by championing site-wide installation of isolation valves to contain potential fire hazards ROYAL DUTCH SHELL Mechanical Engineer
Bangalore, India
2010-2014 Consistently rated among the highest performers and awarded ‘performance share plans’ throughout the tenure
•! Conceptualized a novel ‘Table top’ well pad design that simultaneously drills multiple wells, reducing downtime by 80%. Awarded Special Recognition for critical problem solving required during the project
•! Collaborated with contractors/ vendors to develop modular process units at a manufacturing yard in Dubai to replace in-situ construction, reducing on-site man-hours by 40%. Design ensured project feasibility in security risk regions like Iraq
•! Designed a first-of-its-kind ‘Enclosed Ground Flare’ for Shell, which increased smokeless capacity of a Singaporean refinery by 40%. Received Shell Innovation Award for the design, amongst a selection base of ~1,000 engineers
•! Challenged conservative safety practices to ensure feasibility of a chemicals project with annual profit implications of $10 million
•! Seconded to Shell Malaysia to learn best practices and establish a new ‘plot layout’ engineering division back in Shell India •! Spearheaded firm migration from outdated propriety tools with limited design capabilities to commercial alternatives
Upstream Operations, Iraq oil field Dubai, UAE
Downstream Operations Singapore
Engineering Sector Kuala Lumpur, Malaysia
Additional Firm Building Bangalore, India •! Developed a team of 25 contract engineers to overcome internal capacity constraints for timely support of a critical Shell JV project •! Shell Campus Ambassador for my alma mater supporting intern recruitment. Lead organizer of ‘Shell Day’ on university campus
ADDITIONAL
•! CFA: Chartered Financial Analyst, Level-1, 2012 •! Community: Earthwatch volunteer for a scientific expedition near Arctic’s edge tasked to measure the impacts of global warming
| Teach for India’s selection team member responsible for restructuring recruitment procedures for TFI fellowship •! Interests: Contemporary dancing, World Travel, Derivatives trading, Tennis, Adventure Sports
NAIF ALHUJILAN 1616 Walnut Street APT2208, Philadelphia, PA 19103
+1 215-570-8870 | +966 55 656 4466 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major Finance and Strategic Management
Philadelphia, PA
2015-2017
Member of Wharton’s Consulting Club, Energy Club, Investment management club, Entrepreneurship club.
Colorado State University
Bachelor of Science in Engineering Major in Electrical Engineering
Fort Collins, CO
2006-2010
Graduated with honors magna cum laude distinction.
Research Analyst: Implemented statistical optimum and adaptive Beamforming in Matlab to gain experience in signal
processing and statistical modeling which helped me in developing trading strategies and backtesting techniques.
EXPERIENCE
Motiva Refining Enterprises Trader, Financial Risk Trading
Houston, TX
Summer 2016
Implemented and enhanced existing hedging programs for Motiva’s refineries to hedge crude oil inventory exposure and
lock-in products crack margins, based on market analysis using futures.
Developed short term outlooks for US oil markets to forecast crude, products and crack margins by analyzing oil market
fundamentals and seasonal balances. This model served as basis to the hedging decisions that saved the company millions of
dollars monthly.
SAUDI ARAMCO
Business Analyst, Corporate Planning
Dhahran, Saudi Arabia
2014-2015
Developed industry research and insights to brief corporate’s executive management about global economics events and
geopolitical issues impacting the oil market fundamentals
Developed competitive intelligence analysis and insights to brief the CEO about the corporate’s business with international
companies. Insights provided recommendations and key information to support to management’s decision making during
business engagements.
Developed companies’ profiles in the energy sector analyzing their strategy and business portfolio in collaboration with the
corporate’s competitive intelligence team.
Project Engineer
Saudi Arabia
2012-2014
Led a project implementation team part of a major communication infrastructure project valued at $120 million to
engineer and implement a new Mobile Radio system providing coverage to the vast Eastern Province in Saudi Arabia.
Communication Services Design Engineer 2010- 2012
Developed network connectivity designs in response to ongoing enhancement requests on Saudi Aramco’s
existing network infrastructure based on oil and gas remote fields’ demands of connectivity services.
Pioneered and implemented an automation network to control some of the scattered IT infrastructure remotely
using advanced instruments and microcontrollers, eliminating many menial jobs done by the field technicians.
ADDITIONAL INFORMATION
Interests:
Follow closely the global economic and geopolitical trends, dynamics and issues, particularly in the Middle East region.
Value Investor, and successfully implemented multiple quantitative investment strategies.
Enjoy golf, skiing and camping.
SALVADOR ALONSO1927 Delancey Place, Apartment 3F | Philadelphia, PA 19103 | 917-834-4264 | [email protected]
EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance Philadelphia, PA
2015-2017Private Equity & Venture Capital Club: Executive Board member; Wharton Private Equity Conference Committee Warburg Pincus Spring 2016 Project Developed growth strategy plan for energy portfolio company Member of Energy (VP of Social), Soccer, Roadrunners & Triathletes Clubs
UNIVERSITY PONTIFICIA COMILLAS (ICAI) Master of Science; Majors in Industrial & Electrical Engineering Madrid, Spain
2004-2009Awarded Academic Excellence Scholarship by Spanish Ministry of Education (Top 1% students from Madrid)Awarded young Spanish talent; intern at Telvent in Houston (2008) Exchange program at University of Texas - Austin (2007-2008). Teaching Assistant for Ethics for Engineering
EXPERIENCE ANTIN INFRASTRUCTURE PARTNERS (Leading European private equity fund: $4.1Bn AUM) MBA Intern
London, UKSpring/ Summer 2016
Assumed full range of responsibilities including portfolio company management, new deal execution, sales processSelected Transaction Experience: Confidential project in energy space (ongoing)
Led business/ industry diligence, organized/ conducted meetings with industry experts and advisors Built detailed financial model, including division-level analysis, dividend recap, sale of division Developed and presented investment committee discussion mater senior partners
Bolt-on acquisition of laboratory business in Germany Conducted business and financial diligence with management and external advisors Led valuation modeling, prepared investment memo, presented materials to investment committee
Roadchef (leading motor service area operator in UK) Led refinancing, including financial model review, lender due diligence process, credit documentation negotiation
BBVA SECURITIES INC. Project Finance Senior Analyst, Investment Banking
New York, NY2011-2015
Recognized as Top Talent Junior by BBVA CIB (Top 10% investment banking employees across all geographies)Advised, structured, analyzed energy and infrastructure transactions representing $20 billion+ in North America
Selected Advisory Experience: Co-led execution of $140MM oil pipeline transaction. Negotiated financing structure/ contracts with client and legal counsel, built financial model, presented deal to six banks, raising 35% more debt than targeted Built financial model to define most efficient capital structure for construction of regasification plant. Results received special mention from client, allowed Department to grow advisory business over 55%
Selected Direct Lending Experience: Analyzed risks and financial modeling sensitivities on LNG projects representing $14 billion+ (including Sabine Pass Liquefaction, Cameron LNG); led to largest hold BBVA took in single project in North America Prepared credit proposal, presented to credit risk committee, negotiated financial documents for CSolar West project, a$459MM PV solar project in California
DELOITTE CONSULTING Associate Consultant, Energy Group
Madrid, Spain2009-2011
Received highest evaluation, ranked as a top performing employee by Deloitte Consulting Completed thorough commercial due diligence of Spanish electric power supplier, successfully acquired by PE for $70MMPrepared valuation model for gas distribution assets as part of an advisory to private equity firm Managed pilot valuation study for multinational energy firm after 12 months, leading junior staff, conducting client meetings. Results guided client to expand scope of project from regional to countrywide
ADDITIONAL INFORMATION Leadership: Organized/ trained team of five to finish 2014 NYC triathlon. Co-head Social Activities Committee at BBVA.
Interests: Skiing (traveling to new mountains every year), soccer (Real Madrid aficionado), gastronomy (cooking Spanish/ Mediterranean food), traveling (35 countries, mainly Latin America and Europe) Languages: Spanish (native), French (intermediate), Portuguese (beginner)
RENAN COSTA ANDRADE 2020 Walnut Street Apt. 19LM, Philadelphia, PA 19103 | +1 267-467-6433 | [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Finance and Strategic Management
Master of International Studies Candidate; Focus in Spanish Latin America
Philadelphia, USA
2015-2017
Brazil VP, Private Equity & Venture Capital Club; Career VP, Latin America Club
Researcher (funded field research on India, UAE, Maldives and Israel) on Water Infrastructure (namely desalination plants)
UNIVERSIDADE FEDERAL DO RIO GRANDE DO SUL (UFRGS)
Bachelor of Arts in International Relations; Major in International Economy
Porto Alegre, Brazil
2007-2011
Magna Cum Laude (GPA: 4.0/4.0)
Exchange student at Lund University (Sweden, 2010 – Erasmus Mundus scholarship) and Minho University (Portugal, 2009 –
Santander scholarship)
EXPERIENCE
THE ABRAAJ GROUP (PE fund; US$ 9,5bi AUM) Summer Associate, Investment Team
Mexico DF, Mexico
2016
Selected experience:
Travel & Hospitality: led financial (valuation) and strategic (organic growth, M&A) analysis of a US$350 mm leading player in
the industry (inbound and online travel agency) with presence in 7 countries; IC approval to submit NBO and start DD
Energy: led commercial, financial, legal and ESG DDs for a greenfield energy power gas -power plant project in Mexico
GP INVESTMENTS (PE fund; US$ 2,5bi AUM)
Senior Analyst, Investment Team
São Paulo, Brazil
2014-2015
Performed investment analysis, developed financial models and led diligence for potential acquisition targets in the infrastructure
sector, including: port terminals, urban mobility, shipping lines, airports, toll road ; prepared and presented investment
memoranda to Investment Committee, which chose to move forward with 4 proposals
Sourced proprietary deals, bringing two ports investment and one distressed infrastructure company opportunities, mapped
through analyzing public data on port concession renewals and financial distress companies
Selected Transaction and Execution Experience:
BR Ports: led creation and consolidation of BR Ports, a joint-venture between GP, Carioca Engenharia and SAAM to invest in
ports in Brazil. After consolidation, acted as CFO of JV, responsible for all strategy, budgeting, treasury and investment decisions
and project manager office
Infrastructure Holding Co: managed investment and advisor team of construction/aviation/urban mobility experts in preparation
of $2 billion proposal to acquire Latin America infrastructure conglomerate; IC approval to submit NBO and start DD
MCKINS EY & COMPANY Business Analyst
São Paulo, Brazil
2012-2014
Selected experience:
Strategic planning, infrastructure: managed McKinsey research team analyzing Brazilian railway, port and airport market
opportunities and advised a holding company future play for infrastructure assets
Research, macroeconomics: coordinated political and economic research on emerging countries; co -authored five chapters of
published book “No Ordinary Disruption: the four global forces breaking all the trends”
Marketing strategy, telco: analyzed new trends in Brazilian pre-paid mobile market and impact on telecom client, recommending
new ATL offer and BTL campaigns with revenues impact of $120 million
Organization redesign, energy: conducted C-level interviews and data analysis leading to structure and sizing optimization for
5,000+ employee energy firm, saving client $15 million+ and realigning its organization and strategy
Risk, financial services: led client interviews and data analysis to map, evaluate and create initiatives to address the 20 top
biggest (financial and political) risks of a public programme that impacts over 15 MM Brazilians
ADDITIONAL INFORMATION
Philanthropy: coordinated planning and execution of Green Social Bioethanol’s Africa internationalization strategy; developed
and presented strategic planning and marketing course to 20+ innovative NGOs partnered with Ashoka
Diplomacy: completed 500+ hours of political, economy and international law courses & trainings on advanced diplomacy
Languages: Portuguese (native), Spanish (professional level), French (basic)
Interests: water diving and surfing, performing live music (guitar and bass player), traveling (35+ countries to date)
DIEGO BENAVENTE 1930 Chestnut St. Apt. 17-E, Philadelphia, PA 19103
508-315-7170 ∙ [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
Master of Business Administration Candidate; Major in Strategic Management 2015 – 2017
Received “Harry Prince Fellowship” for outstanding academic and professional accomplishments, integrity, and leadership
Leadership: Co-President Wharton General Management Club, VP Marketing of Wharton Hispanic and Latin America Association
(WHALASA), VP Operations Wharton Latin America Weekend (WLAW)
Member of: General Management Club, Wharton Consulting Club, WHALASA and WHAMBAA
UNIVERSIDAD DEL DESARROLLO (UDD) Santiago, CHILE
Bachelor of Science in Business Administration, Commercial Engineer Cum Laude (top 15% of class) 2005 – 2010
Teacher assistant for several courses including: Entrepreneurship and Leadership, Business Management, Cost Accounting, Labor and Tax Law.
Recognized “Best Teacher Assistant” (Fall 2008, Spring 2010)
Awarded with Best Business Plan out of 15 groups for the Entrepreneurship class at Babson College (study abroad 2009)
Professor of Entrepreneurship and Leadership, a first-year course for students from the School of Business and Economics. Top-ranked
professor evaluated by students with 94% satisfaction
EXPERIENCE
THE DOW CHEMICAL COMPANY Midland, MI
General Management Leadership Development Program (GMLDP) Intern Summer 2016
Developed an operating model to engage with U.S. government entities, prioritizing partnerships at the state and local level
Identified high return infrastructure sub-markets and methods to target value chain decision makers, enabling profitable growth across Dow
MOK GROUP Lima, PERU
Largest Latin America Extended Warranty and Assistance Services Company 2011 – 2015
CEO, Peru and Colombia offices
Rated in top 5% of C-level executives from all countries each of last three years
Established and opened the Peru and Colombia offices; led company to profitability 30 months after establishment
Managed team of 150 people between two offices and company capital of more than $7 million
Directed an operations and software development team to integrate the CRM and IT systems; created efficiencies of $1 million per year
Analyzed and corrected extended warranty’s policy issuance process; generated 28% extra annual revenue
Santiago, CHILE
Planning and Development Manager, Chile’s Headquarters 2010 – 2011
Oversaw team of 45 people managing $1 million project to develop 150,000 sq. feet of offices, ultimately relocating MOK’s headquarters in
time and with 42% in savings
Appointed leader of a team to develop business plans and perform market research for international expansion into Peru
Led cost analysis effort in operations division, saving 30% in costs for spare cars rented to insurance companies by process optimization
Integrated a cross-functional team to develop and implement company-wide software for evaluations of talent, retentions, bonus payments and
environment improvement
TECNOWEB CHILE LIMITADA Santiago, CHILE Top 10 Webhosting company in Chile with more than 4,000 customers 2002 – 2015
Founder and CEO
Implemented automatic solutions, reducing activation time and improved productivity by 120%
Performed MPSNET acquisition in 2008 and doubled its value in two years to $100K by being more efficient in support, activation and billing
processes
IMPORTEX CHILE LIMITADA Santiago, CHILE
One of the largest VoIP Wholesale termination companies in Chile 2005 – 2011
Founder and COO
Devised optimal pricing strategy by evaluating client telecommunication’s expenditures; resulted in more than 1.6 million minutes sold a month
(50% growth)
Increased sales by 20% through project evaluation and implementation that allowed Importex to sell minutes abroad by partnering with
international carriers
ADDITIONAL INFORMATION
Permanent U.S. Resident Card holder
Languages: Native Spanish
Interests: KO (cross fit), cycling, Latin dancing, traveling - Backpacked in 20+ countries in North America, Europe, Asia and Latin America
Volunteer work: Guided a team of 15 people and recruited 150 volunteers in construction of public squares and restoration of churches,
Forjadores de Los Andes Program 2009 and 2010; participated in a volunteer group to collect and distribute Christmas meal boxes to
disadvantaged people
Timothy Blomfield 2010 Spruce St Philadelphia, PA, 19103 | (267) 809 2434 | [email protected]
EDUCATION WHARTON BUSINESS SCHOOL Philadelphia, PA, USA
MBA Candidate; Dual Major in Operations, Information and Decisions, and Finance (GMAT: 730) 2015 - 2017
Director’s List (top 10% of students)
Selected as Dean’s Graduate Student Advisory Council to develop strategy for Wharton Online Education
Selected as Leadership Fellow, Communications Fellow, Undergraduate Mentor and Wharton Consulting Club Mentor
Member of Rugby (Captain), Energy (VP), Sailing (VP), PE/VC, Entrepreneurship and Data Analytics clubs
UNIVERSITY OF SYDNEY Sydney, Australia
Masters of Engineering (Structural) with Distinction 2011
Top student in Concrete Structures: Pre-stressed
Selected to undertake Sydney University Graduate Edge program; leadership program offered to high potential students
UNIVERSITY OF QUEENSLAND Brisbane, Australia
Bachelor of Engineering (Extended Major – Civil) 2005 - 2009
President of Civil Engineering Undergraduate Society; Captain of UQ 2nd XV rugby team, Stroke St John's College 1st VIII
BRISBANE GRAMMAR SCHOOL 2000 - 2004
Duke of Edinburgh Bronze, Silver and Gold Leadership Award; 2004 Queensland State Rowing Champion
PROFESSIONAL EXPERIENCE VAST SOLAR Sydney, Australia
Consultant 2016
Completed benchmarking study to demonstrate Vast Solar cost competitiveness and presented to Board and Senior
Management; developed strategy and business model; and supported development of operations tool for corporate planning
Led valuation of Vast business to support Series C equity fundraising
AUSTRALIAN DAIRY VENTURES Sydney, Australia
Consultant 2016
Supported development of vertically integrated dairy business and fundraising; and supported JV structuring
BOSTON CONSULTING GROUP Sydney, Australia
Consultant 2014-2015
Top decile Consultant with experience in Infra, Energy, and Telco across Australasia and India
Strategically reviewed Australia's Defense expenditure as directed by Australian Prime Minister
Awarded "Insight of the Year" in 2014 for most impactful insight at BCG Australia/New Zealand in Energy Practice Area
Associate 2012 - 2014
Promoted to Consultant; ranked top 10% of class; Selected as Associate Cohort lead, role offered to top performing associates
who exhibit leadership characteristics, to engage with BCG Australia Board on policy
Reset strategy and rebuilt organization of Australia's national broadband provider, reducing project cost by ~AU$30B and
accelerating rollout by 3 years; led development and implementation of operating model for CTO, CIO and EGM
Engineering; developed rollout strategy for HFC network optimizing for commercial viability
Strategically reviewed Western Australian regional electricity provider, then implemented recommendations, resulting in 50%
reduction in addressable costs and long term savings of AU$160m
Developed infrastructure prioritization tool for State Govt. Department to identify projects with greatest economic output
Supported infrastructure overseer agency in development of strategic plan for $6.8b Melbourne road infrastructure project
WOODSIDE ENERGY Perth, Australia
Graduate Structural Engineer 2012
Assessed engineering feasibility of onshore liquefaction plant (~AU$80b) and offshore platform upgrade (~$5B).
SYDNEY CHURCH OF ENGLAND GRAMMAR SCHOOL Sydney, Australia
Boarding House Master 2011
Mentored and managed day to day responsibility of 100 students; tutored Math, Physics and Chemistry and coached Rugby
LEND LEASE CORPORATION (Major Australian Construction Company) Brisbane, Australia
Site Engineer 2008 – 2010
Project managed team of ~100 tradesmen/designers/architects to deliver structure of Brisbane Supreme Court (AU$600m)
ADDITIONAL INFORMATION
Volunteer Work: Volunteer at Wesley Mission; President of Philadelphia Virtuosi Chamber Orchestra; Lifesaver at PBSLC
Interests: Investment (focus on publically traded hydrocarbon and renewable energy firms), Big data analytics (competent in
R), Flying (private pilot’s license), Mountaineering (scaled highest peak on two continents)
ALEXANDER M. BOLANO 1605 Sansom Street Philadelphia, PA 19103 | 917-207-7297 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate, Concentrations in Management and Operations
Philadelphia, PA
2015-2017
VP Member Education for Consulting Club; VP Alumni Relations for WHAMBAA; VP Power, Renewables, and Energy
Technology for Wharton Energy Club Wharton Public Speaking Teaching Fellow for 2016 Winner of 2015 Wharton Public Policy Initiative Case; 2
nd place in Ross Renewable Energy Case Competition
PRINCETON UNIVERSITY
Bachelor of Arts in Politics (magna cum laude), Certificate in Near Eastern Studies
Princeton, NJ
2008-2012
Senior thesis entitled: “The Bridge to Development: Factors Enabling and Inhibiting Transitions from Import-Substitution
Industrialization to Export-Led Growth”
Active in Cap & Gown Club, Academic Peer Advising, Community House, and President of Club Basketball
EXPERIENCE McKINSEY & COMPANY Houston, TX
Summer Associate Summer 2016
Served Fortune 500 Chemicals client to increase throughput of primary chemical product of largest plant in the US and to
decrease costs through improved operational practices in maintenance, inventory management, and overall equipment
effectiveness
Identified $3M of cost-savings opportunity for a Petrochemical plant through better inventory management practices
Implemented three maintenance pilots to increase quality and incidence of planned work, decreasing costs by $5M
OPOWER
Engagement Management
San Francisco, CA
2014-2015
Managed accounts, conducted business development, and led project delivery for a $13M portfolio consisting of seven
utilities clients. Select projects include:
Southern California Municipal Utility Behavioral Demand Response Pilot (June 2014 – September 2014)
Led cross-functional team of six to implement behavioral demand response pilot to lower energy consumption during
peak hours. The pilot resulted in an average of 4% peak energy reduction, exceeding client expectations. Results
published in the Washington Post and various industry periodicals
Midwest Utility Home Energy Reports Program Launch (August 2014 – February 2015)
Directed team of four to launch Home Energy Report program to 40,000 households. Oversaw all aspects of new client
launch, including project plan, kickoff meetings, marketing plan, and content creation, leading to on-time launch. Doubled
account value in less than a year
Southern California Utility Enhanced Energy Advisor Tool (September 2014 – July 2015)
Managed multiple workstreams for a first-of-a-kind energy efficiency platform implementation. The platform is projected
to enable claimable energy efficiency savings of over 130K MWh and increase program adoption
IBM GLOBAL BUSINESS SERVICES
Consultant in Energy & Utilities Practice
San Francisco, CA
2012-2014
Project Experience
Implemented digital strategy for a large utility to lower cost to serve customers, driving high-value transactions to the
web. Led optimization of 14 new business processes, including designing the online Pay Bill funnel to minimize customer
drop-off points. The solution is currently used by over 4.2M households
Advised electric & gas utility on strategy and technology needed to survey gas leaks more efficiently and
comprehensively. Analyzed former gas leak survey business processes and designed “to-be” processes with aim of
increasing leak surveyor capacity
Facilitated gas asset safety workshops in order to identify potential enhancements to 25 asset safety business processes
Designed changes to project billing & payment process, resulting in IBM recognizing project revenue over 25% faster
Bid and Proposal Achievements
Collaborated with IBM partner to sell $8M gas transmission safety project for an investor-owned utility. Organized and
created proposal document and final statement of work; was promoted to workstream lead
ADDITIONAL INFORMATION Interests: Hiking, basketball, judo, exploring cities on foot, trying new foods, and reading fiction
Positions: Mentored two job-seekers at Streetwise Partners (non-profit), resulting in each attaining a higher paying job
Languages: Proficient Spanish; Basic Arabic
BRITTANY F. CAMBAS 1616 Walnut St, Unit 1407 | Philadelphia, PA 19103 | (504) 460-1705 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
Master of Business Administration Candidate; Major in Private Equity-Venture Capital 2015 – 2017
· Wharton Fellowship Recipient – based on demonstrated leadership, integrity and professional achievements
· Private Equity/Venture Capital Club Board – Social
· Private Equity/Venture Capital 2017 Conference Co-Chair
LOUISIANA STATE UNIVERSITY Baton Rouge, LA
Bachelor of Science; Major in Accounting; Minor in Spanish 2005 – 2009
· Dean’s List
· T.O.P.S. Award Recipient – full tuition reimbursement based on merit
EXPERIENCE
NAVY LANE CAPITAL New York, NY
Associate Summer 2016
· Evaluated investments of $1-5MM in early stage consumer and fashion companies; performed due diligence and created detailed financial models for three companies: sustainable fashion (Series C pending), online wedding boutique and men’s footwear
business
· Created initiatives for strategic planning, fundraising, best-practice investment process and valuation modeling
NKM CAPITAL Boston, MA
Associate Summer 2016
· Developed and employed thesis driven investing approach in fintech, cryptocurrencies and blockchain technology
· Identified and evaluated several attractive companies utilizing blockchain technology
THE CARLYLE GROUP Washington, DC
Manager, US Buyout Fund Management 2012 – 2015
· Accelerated promotion to Manager from Analyst, based on performance
· Led quarterly valuation process of portfolio companies; conducted financial valuation analysis for US Buyout portfolio
investments; presented analysis to Valuation Committee (fund heads, CEO, CFO, COO, etc.)
· Modeled carried interest projections & sensitivities for US Buyout portfolio, discussed firm implications with senior management
· Collaborated with third party advisors and internal legal, tax and investment teams to structure acquisitions, recapitalizations, initial public offerings, etc., maximizing returns to the fund and investors
· Managed communication and diligence requests from 550+ foreign and domestic limited partners; authored quarterly letters and customized investor analyses
· Secured $13 billion in capital from institutional and high net worth investors for Carlyle Partners VI, LP; met with potential investors to discuss operational due diligence policies and investment process for US Buyout funds; negotiated side letter terms
· Led iLevel implementation process for collecting portfolio company performance metrics across pilot US Buyout funds and assisted in firm-wide rollout
Selected Transaction Experience:
· Beats Electronics LLC: worked closely with third party advisors and investment team to structure minority investment in Beats Electronics and Beats Music; assisted with execution of sale to Apple after 9 months of ownership
FREDDIE MAC McLean, VA
Associate, Internal Audit Finance Team 2010 – 2012
· Evaluated methodology for estimating Multifamily Loan Loss Reserve balance of ~$831 million; tested assumptions and financial reporting models to assess design and operating effectiveness
· Led planning/fieldwork of Liquidity & Contingency Portfolio of Investments and Capital Markets audit; demonstrated proficiency in assessing risks and communicating findings to senior management
ADDITIONAL INFORMATION
Certifications: Certified Public Accountant in Louisiana (inactive)
Languages: Spanish (Advanced); Portuguese (Beginner)
Interests: Travel (30+ countries, backpacked solo/volunteered in South America for 6 months); indoor cycling; SEC football; earring
design
STEPHEN C. CASTLES, CPA 1921 Walnut Street, #4 | Philadelphia, PA 19103 | 214-707-2754 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Philadelphia, PA
2015-2017
Admissions Fellow and Equity Research Analyst for Wharton Investment Management Fund
Member of Investment Management Club, Private Equity & Venture Capital Club, Wharton Restructuring and Distressed
Investing Club, Wharton Public Speaking Club, and Wharton F.C. Soccer Club
GMAT: 770 (99th
percentile)
TEXAS A&M UNIVERSITY
Master of Science; Finance
Bachelor of Business Administration; Major in Accounting
College Station, TX
2004-2009
Professional Program in Accounting, Financial Management Track; Awarded Motiva Enterprises Scholarship
EXPERIENCE
HAWK CAPITAL PARTNERS, LP
Summer Analyst
Philadelphia, PA
Summer 2016
Performed profitability analysis for portfolio pharmaceutical company by SKU and retailer and presented recommendations
to partners resulting in overhaul of production and marketing strategies for select SKUs and revision of product distribution
Evaluated merger opportunity, geographic expansion acquisition, and two additional new investment opportunities for
company profile, return potential, and investment fit within existing fund structures and capabilities
PRUDENTIAL CAPITAL GROUP
Senior Investment Analyst, Corporate Finance
Investment Analyst, Corporate Finance
Dallas, TX
2013-2015
2011-2013
Promoted to Senior Investment Analyst from typically 3-year Analyst program
Evaluated private middle-market senior and subordinated debt as well as mezzanine and preferred equity investment
transactions, conducted due diligence on targeted transactions, and performed portfolio maintenance activities on a $1.1
billion portfolio of private capital investments
Selected Transaction Experience
$50 million shelf facility for regional Caterpillar dealer network
Conducted transactional due diligence, financial analysis, and earnings assessments on company’s regional division
and product-based operating segments
Researched local and regional economic conditions and assessed risk levels relating to industry exposures and
geographic concentrations of the company
$40 million issuance of senior unsecured notes to independent regional grocery chain
Analyzed operating segments, product lines, and store concepts for financial viability and growth potential
Created market analysis showing company’s ability to avoid margin compression despite fluctuating base
commodity costs
$10 and $15 million issuances of below investment grade notes to agriculture producer
Vetted acquisition and expansion financial models to generate projections and reasonable pro-forma valuation
models involving the company’s current and future production locations across multiple geographies
Evaluated multiple financing options as company performance struggled post-acquisition
Partnered with management to generate strategic financial plan projecting measured return to full compliance with
amended covenant levels
PRICEWATERHOUSECOOPERS, LLP
Audit Associate
Dallas, TX
2009-2011
Executed audit work in the Financial Services Group for large financial clients, primarily consisting of international private
equity firms and hedge funds
Analyzed investment portfolios and confirmed valuations for both public and private investments
ADDITIONAL INFORMATION
Certifications: Certified Public Accountant, State of Texas (February 2011), Passed Level I of the CFA Program
Interests: backpacking, international travel, competitive swimming, soccer
CHRISTINA A. CELENTANO 2020 Walnut Street, Apt 22B, Philadelphia, PA 19103 | +1-914-450-7627 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
Master of Business Administration Candidate, Major in Finance 2015 - 2017
Leadership: Panels Co-Director for the 2016 Wharton Africa Business Forum – Wharton’s largest student-led conference
Membership: Private Equity & Venture Capital, Africa, Southeast Asia, Return on Equality, and Mountaineering & Outdoors Clubs
THE UNIVERSITY OF CHICAGO Chicago, IL
Bachelor of Arts in Economics with General Honors 2006 - 2010
South Asian Languages and Civilizations Studies Program: Autumn Quarter 2008 Pune, India
EXPERIENCE
BLACK RHINO GROUP, Blackstone’s energy investing platform for Africa Johannesburg, South Africa
MBA Associate Intern Summer 2016
Contributed to the structuring of US$1.6bn Horn of Africa Pipeline Project, a 550km fuels pipeline between Djibouti and Ethiopia
− Evaluated potential equity returns and associated risks for a variety of customer, product mix, and capitalization scenarios
Qualified potential new power generation equity investment opportunity
INTERNATIONAL FINANCE CORPORATION (“IFC”), World Bank Group Washington, DC
Investment Analyst, Global Power Group, Infrastructure & Natural Resources Division 2013 - 2015
Selected for key role on special task force established to increase IFC’s power sector investments in 30+ Fragile and Conflict-
Affected States (e.g. Myanmar, Liberia, Haiti, Iraq); team received IFC’s 2014 Performance Award
Selected Investment Experience
Myanmar: Established the foundation for the first corporatization of a Myanmar state-owned enterprise and structured IFC’s
associated investment of equity; investment designed to upgrade the capacity, reliability, and safety of the nation’s largest power
distributor, Yangon Electricity Supply Board (“YESB”), and extend services to the 70% of Myanmar households without electricity
− Contributed to recommendations for modernizing power policies and regulatory regime to encourage private investment
− Collaborated with senior colleagues, including IFC’s CEO, to develop strategies to build consensus among Myanmar’s key
public and private opinion leaders and decision makers to facilitate the transaction
− Managed work streams of IFC, World Bank, six consultants (financial, audit, engineering, governance, procurement,
insurance), and three local and international legal advisors across four continents
− Conducted extensive financial and valuation analyses of business scenarios and funding strategies for US$1bn capex program
− Participated in frequent meetings and negotiations in Myanmar with top YESB management and government officials
Chile: Structured US$366mm debt and equity financing to construct world’s largest merchant solar power facility, Luz del Norte
− Performed financial and market analyses and led related consultations with IFC’s co-lender, OPIC, and a Big Four auditor
− Collaborated with in-house and independent specialists to analyze technical, market, environmental, legal, and social risks
− Presented analytical findings during negotiations with executives of First Solar, the project’s NASDAQ-listed equity sponsor
GOLDMAN, SACHS & CO. New York, NY
Analyst, Global Natural Resources Group, Investment Banking Division Summer 2009; 2010 - 2013
Created pitches, commitment memos, and board and investor presentations; wrote offering memos with management and counsel
Performed business and financial due diligence, including direct contact with corporate clients and their key customers
Built financial models to evaluate the impact of various corporate structures, business plans, and commodity price scenarios
Conducted discounted cash flow, leveraged buyout, comparable trading multiples, and precedent transaction valuation analyses
Selected Transaction Experience
Advised Ventana Gold, a Canadian company with mineral exploration and development operations in Colombia, on its raid defense
and ultimate C$1.5bn sale to EBX Group, an entity controlled by Brazil-based Eike Batista
Advised Northern Tier Energy as lead-left bookrunner on its US$261mm IPO, creating the first variable distribution master limited
partnership in the oil refining industry; accompanied CEO and CFO on roadshow, frequently as the only Goldman representative
CARE INTERNATIONAL Vilanculos, Mozambique
Financial Analyst, The University of Chicago Jeff Metcalf Fellow Summer 2008
Analyzed the feasibility of a livestock venture designed to promote economic development in a 250,000-resident community
ADDITIONAL INFORMATION
Languages: French (limited working proficiency) and Portuguese (elementary proficiency)
Interests: CrossFit, art history, hiking, and recording songs on GarageBand
KATHY CHEN 720-270-8815 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
MBA Candidate, majors in Entrepreneurship, Marketing and Operation/Information Management
Philadelphia, PA
2015-2017
Wharton Impact Investing Partners: led diligence on clean-tech ventures including bioplastics, green building materials,
renewable energy, recycling technologies and transportation networks
Wharton Innovation and Design Club; partook in business competition to commercialize microfluidic technology
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Bachelor of Science in Economics, concentrations in Finance and Management
Philadelphia, PA
2005-2009
Minor in Architecture, School of Design
Finance GPA: 3.80, Management GPA: 3.93 | Graduated Magna Cum Laude, Dean’s List
EXPERIENCE
CALIFORNIA ENVIRONMENTAL ASSOCIATES
Packard Environmental Fellow
San Francisco, CA July-Sep 2016
Thorough assessment of environmental issues across nutrient pollution, water markets, and sustainable fisheries to advise
intervention strategies. Clients include the EDF, NDRC, Fair Trade USA, and the Rockefeller Foundation
GSVLABS
Summer Investment Associate
Redwood City, CA
May-July 2016
Formalized investment thesis and fundraising strategy for a $100m impact fund leveraging early stage technologies to
address global challenges in education, healthcare, and sustainability
Assisted with launch of accelerator program alongside Google Launchpad; supported 16 startup teams in weekly trainings
UNITAS CAPITAL ($1.2 billion buyout-fund)
Private Equity Associate
Hong Kong
2012-2015
Executed Asia and Asia cross-border buyouts in consumer & retail, industrial and healthcare verticals
Engaged in operational improvement and turnaround initiatives to enhance value of portfolio companies
Led industry research covering telecom surveillance, alternative energy, waste treatment, electric vehicles, robotics &
automation, healthcare and wellness
Select transactions:
$150m buyout of a Chinese condiments company
Coordinated extensive market study to guide company’s new product development and network expansion plan
Supported management with financial reporting; IT infrastructure, sales force, and production/safety standards
Add-on acquisition of a dining concept start-up in Shanghai
Built detailed store-level financial model that company continues to use for new store expansion
Company grew from 11 to 35 stores within 2 years; achieved 4/5 rating on Dianping (China’s “Yelp”)
Portfolio management of a $700m capital equipment manufacturer
Monitored macro-economic conditions and competitor developments to improve company’s market visibility
Assisted team with add-on opportunities, debt refinancing and exit options
$500m final bid for a U.S. alternative fuels storage supplier
Oversaw commercial diligence on China’s initiative to convert vehicles to alternative LNG/LPG fuels
Coordinated deal process with sell-side and took charge of financial diligence and modeling
Potential investment into a private hospital chain in China
Sourced project and organized site visit and discussion with founder and senior management team
Led industry diligence on China’s healthcare services and trends in privatization
J.P. MORGAN ASIA PACIFIC
Investment Banking Analyst, China Execution Team
Hong Kong
2011-2012
Advised and executed transactions for China-based clients including IPOs, debt offerings and M&A
BANK OF AMERICA MERRILL LYNCH
Investment Banking Analyst, Financial Sponsors Group
New York, NY
2010-2011
Executed sponsor-backed transactions including LBOs, add-on acquisitions, refinancing, IPOs, and SEOs
ADDITIONAL INFORMATION Interests: Architecture, a cappella, piano, guitar, Chinese calligraphy, tennis, travel (over 30 countries)
Languages: Advanced fluency in Chinese/Mandarin
Leadership: Music director of collegiate a cappella group; completed over 25 arrangements and 3 studio recordings
KATIE BALDWIN CRAMER 2531 Lombard St., Apt. 2S, Philadelphia, PA 19146 | 406.451.5722 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Philadelphia, PA
2015-2017
Selected Honors & Involvement: Forté Fellow, scholarship promoting women’s leadership in business; Emerging Scholar,
McKinsey & Company (among 25 selected from 2,100 applicants); Lead Client Representative, Wharton Global Consulting
Practicum; Treasurer, Wharton Energy Club
UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
Juris Doctor Candidate
Philadelphia, PA
2014-2017
Selected Honors & Involvement: Levy Scholar, full-tuition merit scholarship; Editor, RegBlog; Class Representative, JD/MBA
Program Budget Task Force
MONTANA STATE UNIVERSITY
Bachelor of Arts in History, summa cum laude (Science & Environment concentration)
Bachelor of Arts in Modern Languages, summa cum laude (German concentration)
Bozeman, MT
2005-2009
Selected Honors: Presidential Scholar, full-tuition merit scholarship; The Rhodes Scholarship, National Finalist
EXPERIENCE
WACHTELL, LIPTON, ROSEN & KATZ
Summer Associate
New York, NY
Summer 2016
Worked with attorneys in Corporate, Mergers & Acquisitions, Litigation, and Restructuring & Finance departments.
Drafted agreements for and participated in all stages of two major bond financings, each over $400 million.
Prepared governance documents for spinoff entities.
Researched and wrote memos covering topics involving securities law, insurance, and sanctions.
SUMMIT POWER GROUP, LLC
Contracts Manager for clean energy development firm
Seattle, WA
2012-2014
Tracked all contractual deadlines associated with development of $3 billion power plant with 90% carbon capture, including
reporting obligations to U.S. Department of Energy under $450 million cost-sharing agreement.
Responded to and managed 250+ due diligence matters for investment by major international credit agency.
Assisted with research and drafting of IRS application, resulting in $324 million investment tax credit award.
Managed documentation for $40 million sale of a PV-solar project in California.
SYMBION POWER, LLC
Operations Manager for U.S.-based construction company completing foreign assistance contracts
worth $117 million to improve electricity infrastructure throughout Tanzania
Morogoro, Tanzania
2011-2012
Carried out reporting obligations for $47 million transmission project; tracked 400+ delays for claims process.
Directed all HR functions for 200+ local employees: hiring, contracts, payroll, and personnel issues.
Initiated and directed Symbion’s English training program for underserved youth in Central Tanzania. Founded NGO to
govern the program. Managed implementation, finances, and meetings with Board of Directors.
Managed award-winning HIV/AIDS awareness program focused on behavior change among mobile workers.
OFFICE OF U.S. SENATOR JON TESTER
Legislative Correspondent & Staff Assistant
Washington, DC
2009-2010
Secured Senator’s co-sponsorship of international women’s health and anti-trafficking legislation.
Wrote policy positions on behalf of Senator Tester; responded to hundreds of inquiries each week.
Managed junior staff scheduling and internship program; fielded constituent phone calls.
BILL, HILLARY & CHELSEA CLINTON FOUNDATION
Clinton Climate Initiative Intern
Addis Ababa, Ethiopia
Summer 2008
Drafted new legal language to foster local clean energy projects.
Prepared briefing materials and helped coordinate President Clinton’s official visit.
Developed P3 (Public-Private Partnership) tutorial for Addis Ababa City Government.
JAVIER DE ESTEBAN 201 S 18
th St. Apt. #1409, Philadelphia, PA 19103
214-718-6474 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Double Major in Finance and Management
Philadelphia, PA
2015-2017
Recipient of the Rafael del Pino Foundation Scholarship (full merit-scholarship awarded to 10 out of 3000 applicants on
the basis of academic and professional excellence and leadership potential)
Board Member: Finance, Energy and Soccer Clubs; Member: Real Estate, Public Speaking, WHALASA and Europa Clubs
POLYTECHNIC UNIVERSITY OF MADRID / IMPERIAL COLLEGE OF LONDON
Bachelor of Science in Civil Engineering; Master of Science in Structural Engineering
Madrid, SPA / London, UK
2004-2010
Final Grade: Excellent (9-9.9/10). Among best 1% of the Class during the first year (364 candidates). Full merit-
scholarship awarded by Polytechnic University of Madrid to study one year of MSc Structural Engineering at Imperial
College of London (selected among 89 candidates)
Captain, Hall of Residence Soccer team; Co-President of Erasmus Club; Class representative 2007-2008
EXPERIENCE
GOLDMAN SACHS & CO.
Investment Banking Summer Associate
New York, NY
Summer 2016
Built M&A and valuation materials including a detailed merger model, DCF, comparable companies, precedent
transactions, credit and debt restructuring analysis for a potential $20bn+ acquisition in the Power, Gas and Utilities sectors
Developed strategic and valuation materials and advised on a $3.5bn cross-border sale process of a Transportation
Infrastructure Company owned by a top US Infrastructure Fund
Engaged in a $1.5bn convertible equity offering for a top US Power Company
WEBBER LLC (FERROVIAL GROUP)
Ferrovial is the world’s largest infrastructure developer by invested capital
Project Manager, SAWS Twin Oaks Brackish Water Desalination Plant
San Antonio, TX
2015
Developed analysis of the company’s positioning in the US Water Development Industry
Managed a team of 75 engineers and construction employees to design and build the piping system of the project. Assumed
full P&L responsibilities for the project; performed cost control and operational analysis. Reduced initial cost by 9%
FERROVIAL AGROMAN US (FERROVIAL GROUP)
Project Manager, North Tarrant Express (NTE)
Civil Engineer, North Tarrant Express (NTE)
Dallas-Ft. Worth, TX
2013-2015
2010-2013
Promoted to Project Manager with only 3 years of experience, becoming the youngest Project Manager of the company in
the US (average experience to become Project Manager is 6 years)
Led planning and execution of a $150mm area of the NTE (a $2.1bn Public Private Partnership Project in one of the most
congested corridors of the US). Reduced the initial project cost by 12%
Managed a team of 150 employees, engineers and contractors to build the technically most difficult area of the project
Managed relationships with project stakeholders including Texas Department of Transportation (TxDOT), City of Bedford,
and City of Euless. Awarded with additional $2.3mm municipal contracts to improve infrastructure
Assumed full P&L responsibilities for the project; developed Financial Statements in collaboration with Accounting
Department
Performed Finite Element Modeling and structural calculations on design of seven bridges. Monitored Production Control
and Quality Management of construction of three bridges
Selected for Talent Development Program as one of the best Junior Engineers in the company. Sponsored to enroll in
International Management Program at IE Business School. Sponsored by Ferrovial to work in the US
ADDITIONAL INFORMATION
Interests: Soccer, Cycling, Oil Painting, Spanish guitar
Community Involvement: Summer camp monitor (Arrupe Catholic Community, Spain, 2003-2006); Fair Trade
Volunteer (Alboan NGO, Spain, 2006-2008); Volunteer and best speaker in the Dallas Area in 2013 (American Diabetes
Association, Dallas and San Antonio, TX, 2012-2015)
Languages: Native Spanish, Intermediate French
ARMAND BABACAR DIENG OMATUKU 4441 Spruce Street | Philadelphia, PA, 19104 | +1-215-834-4999
[email protected]/[email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Triple Major in Finance, Statistics and Business Analytics
Member of Wharton’s Investment Management Club, Aviation Club, Soccer Club, Analytics Club
DoubleLine Capital: Multi-Asset Growth Team, worked on cross-sectoral equity allocation within S&P500,
uncovered major relationships including a transitory model that has predicted the relative performance of the
Materials sector with 85% accuracy over the past 13 months, built a machine learning algorithm to invest in
high ROI loans on the Prosper marketplace lending platform, spring internship, Los Angeles CA, 2016
Investec Asset Management: Emerging Markets Debt Team, implemented IMF Models on Debt
Sustainability Analysis (DSA MAC Model), Fiscal Analysis of Resource Industries (FARI Model), and
modeled exchange rates for devaluation risks in managed peg regime, summer internship, London UK, 2015
THE HARVARD KENNEDY SCHOOL OF GOVERNMENT
Master of Public Administration Candidate/ International Development
Philadelphia, PA
2013-2016
Boston, MA
2013-2016
PhD level classes in Macroeconomics, Microeconomics, Econometrics and Statistics
John F. Kennedy Full Scholarship for select governmental high performers
Brazilian Federal Anti-Corruption Agency (CGU): Developed a machine learning algorithm to detect corrupted companies in the
public procurement process using governmental databases and achieved an accuracy rate in excess of 80%. Received congratulations
from the Chief Data Scientist of the agency and was asked to write a paper detailing the quantitative methods used and the possible
implications for the fight against corruption in Brazil, independent project, Boston MA, 2016
Brookings Institution: Worked as a summer research intern in the Global Economy & Development Department, co-writing a paper
on the Development of Debt Markets in Africa, summer internship, Washington DC, 2015
Upgrade Capital Macro-Quantitative Competition 2014: Ranked #4 over 300 participants across Ivy League schools; developed a
model using Principal Component Analysis on 22 FX euro pairs to uncover risk factors behind the movement of free floating
currencies, providing actionable insight for a Portfolio Manager, independent project, New-York NY, 2014
EXPERIENCE
INTERNATIONAL MONETARY FUND
Country Economist
Kinshasa, DRC
2010-2013
Responsible for the State’s financial programming, macro-modeling of the cyclical and trend component of the GDP, managing
sensitive data with DRC’s authorities and monitoring key economic indicators
Investigated $300M discrepancy between expected/actual state mining revenues from tax collection and identified the source of
underperformance, leading to the team’s stronger position in negotiation with the government in obtaining a major advancement
toward transparency and the disclosure of more than 100 mining and petroleum contracts
The 2011 Fundwide Recognition Award for “extraordinary effort” was bestowed on our team for high achievements and perseverance
in a difficult working environment
Organized and coordinated the logistical support of the 2012 IMF High-Level International Conference on Natural Resources
Management, attended by the Ministers of mines of more than 15 African countries
Edited the IMF Resident Representative Weekly Note, assessing the economic and political events in the country
ECOBANK
Assets & Liabilities Manager
Kinshasa, DRC
2009-2010
Managed Ecobank’s entire asset and liability portfolio, cutting nonperforming assets by 50%, resulting in the increase of treasury
placement revenues by 7%
Ensured bank’s compliance with Central Bank’s prudential laws and established weekly follow up tables for breach risks; eliminated
non-respected prudential ratios, saving the bank $15k/month in penalty charges
Produced bank’s liquidity reports presented the asset & liability situation to Top Management;
Invested in local assets, dodging 40% inflation rate and resulting in 20% net increase in monthly placement revenue
Compiled, analyzed market, financial, strategic data of all banking sector companies using Moody’s KMV Risk Analyst
Conceptualized and edited the Ecobank’s Weekly Business Report, which became an adopted internal reference publication
PRICEWATERHOUSECOOPERS
Financial Auditor
Kinshasa, DRC
2007-2008
Completed: Financial Audit of DRC’s major commercial banks, Information and Technology Audit of DRC’s major
telecommunications companies. Financial Audit of the United Nations Development Program
ADDITIONAL INFORMATION Software: Python, R, Matlab, Bloomberg, Haver Analytics, Macrobond, Stata, Jmp12, Ayasdi, Salford, Eviews8
Languages: Native speaker of French, Lingala (Congo), intermediate Spanish speaker and Portuguese reading comprehension
CHARLES “CASEY” DWYER 1816 Spruce Street, Apartment 2R | Philadelphia, PA 19103 | +1 203-970-9196 | [email protected]
EDUCATION
THE WHARTON SCHOOL & LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance Master of International Studies Candidate; Focus in Portuguese
Philadelphia, PA 2015-2017
• Leadership: Wharton-Omnicom Fellow, VP Energy Club (Markets), VP Agribusiness Club (Markets), Undergraduate Mentor • Publications: “Second-generation Ethanol Production in Brazil: An Opportunity for Economic Development”
COLUMBIA COLLEGE, COLUMBIA UNIVERISTY Bachelor of Arts; Economics Bachelor of Arts; Political Science
New York, NY 2005-2009
• Current Positions: Director of Columbia Alumni Association in Brazil, Admissions interviewer for Brazilian candidates • Winner of the King’s Crown Award for Student Leadership, Founder of the CU International Relations Forum • Bachelor’s Thesis: “Venezuelan Extra-Heavy Crude Oil and Specific-Asset Allocation”
EXPERIENCE ANDURAND CAPITAL, LLP Summer Analyst – Oil Trading
London, United Kingdom 2016
• Built a demand model for gasoline consumption across all OECD and non-OECD markets • Researched electric vehicle adoption and potential for long-term demand disruption
JPMORGAN PRIVATE INVESTMENTS Associate Portfolio Manager, Private Equity
New York, NY 2014-2015
• Sole associate with JPMorgan’s proprietary private equity group with a $2bn+ portfolio of direct and fund investments • Led the execution of the following transactions: Sale of 86 Buy-Out Funds valued at $486mm to Ardian; sale of 22 Venture
Funds valued at $46mm to Blackstone; sale of 14 Real Estate Funds valued at $86mm to NSAM • Constructed and managed groups valuation models, presented quarterly valuations to JPMorgan’s valuation committee • Supported the management and exit of a $400mm public equities portfolio • Managed group’s reporting of Volcker rule exposure, built presentations to the Federal Reserve Bank and JPMorgan’s COO
JPMORGAN INVESTMENT BANK DTVM Associate – Prime Brokerage
São Paulo, Brazil 2011-2014
• Associate in a three-person team executing an $8mm project to build a derivative clearing business in Brazil. In 2014 the business employed 22 FTEs, had AUM of ~$80bn, and run rate revenue of ~$80mm.
• Managed a team of 6 full time business analysts in São Paulo, London, and New Delhi • Developed project business case for investment approval. Received full $8mm budget from JPMorgan senior management.
Business case was used in 2012 for JPMorgan internal business case training • Offered promotion to Vice President
JPMORGAN INVESTMENT BANK Rotational Analyst – Strategy Analyst Program
New York, NY - São Paulo, Brazil 2009-2011
• Ranked top analyst in 20-person, two-year rotational program in the Prime Brokerage and Corporate Banking business • Managed and prospected relationships with Brazilian Hedge and Private Equity Funds in São Paulo, Brazil • Developed pricing models for equity repurchase agreements and core lending liquidity limitations for US Securities Lending • Provided a detailed analysis of draft Dodd-Frank impact on derivatives clearing to the firm’s General Counsel • Worked on a sales strategy for Corporate Banking to target US subsidiaries of European Diversified Companies
ADDITIONAL INFORMATION
Interests: Passionate about energy and agricultural markets, avid podcast listener and reader of non-fiction books, follower of US, and Brazilian politics, tennis and rowing enthusiast, SCUBA diver
Software Skills: Energy S&D modeling, Bloomberg, Capital IQ, statistical analysis programs (R, Crystal Ball) Languages: English (Native); Brazilian Portuguese (Fluent); Spanish (Conversational); Arabic (Basic) International Experience: Lived in São Paulo (3.5 years), New Delhi (3 months), Tunis (1 month), Traveled to 40+ countries
JENNA L FINK 712 S. 12
th Street, Unit 413 Philadelphia, PA 19147
610-620-5042
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Double Major in Business Analytics and Environmental & Risk Management
Philadelphia, PA
2015-2017
Admissions Fellow, Boxing Club Co-President, Sports Business Club Social Chair, P3 Facilitator
Member of Energy Club, Institute of Global Environmental Leadership, Consulting Club, Wharton Women in Business,
Wharton Latin American Student Association, and Cluster Council Athletics Chair
TEMPLE UNIVERSITY
Bachelor of Science Civil Engineering, Double Major: Civil & Environmental Engineering and Spanish
Philadelphia, PA
2008-2012
Research Assistant in College of Engineering’s Water & Environmental Technology Center, Treasurer and Collegiate
Counselor for Temple’s Society of Women Engineers
Senior Design Project “Treatment of Drinking Water Using Polymeric Sorbents” received Temple University’s Library Prize
for Undergraduate Research on Sustainability, and Civil Engineering Department Award for Top Senior Design Project
EXPERIENCE
AMAZON
Pathways Operations MBA Intern
Tracy, CA
2016
Implemented a network-wide waste management program, reducing disposal costs by 52% while reducing liability risk and
environmental impact
Used analytics to determine root cause of disposal expenses and prioritize issues with highest impact & lowest costs to solve
Developed standard work practices to streamline the waste management process; reduced errors across the facility by 50%
PHILADELPHIA GAS WORKS (PGW)
Environmental Engineer II
Philadelphia, PA
2012-2015
Received 2013 Presidential Employee Recognition and Internal Customer Service Awards; 2014 Company Spirit Award
Business Development and Operations
Produced cost savings by securing a $240,000 grant to upgrade PGW’s fleet to Compressed Natural Gas vehicles, saving
money while promoting a new potential revenue stream
Managed PGW’s air pollution permitting program which included ensuring compliance with federal, state, and local agencies
across 10 sites, 2 natural gas liquefaction plants, and corporate headquarters
Managed PGW’s industrial recycling program, resulting in the reduction of 477 metric tons of CO2 via landfill diversion and
a 10% cost savings for materials disposal in 2014
Analytical
Analyzed remediation methods and costs to bring five contaminated sites into compliance with the Pennsylvania Department
of Environmental Protection
Calculated greenhouse gas emissions and submitted monitoring reports to the US Environmental Protection Agency, PA
Department of Environmental Protection, and Philadelphia Air Management Services
Leadership/Teamwork
Acted as project manager for asbestos remediation projects, coordinating contractors, regulators, inspectors, and oversight
Provided internal consulting to procurement team by vetting potential vendors for environmental compliance risk and
assisting in final vendor selection and contract execution
Organized the first companywide electronic waste and confidential documents shredding program
ADDITIONAL INFORMATION
Interests: Philadelphia sports, international travel to 19 countries on 4 continents, playing recreational volleyball and softball
Languages: Conversational in Spanish
ANDREW J. GRIFFIN 2031 Locust St., Apt. 1701 | Philadelphia, PA 19103 | (405) 820-8921 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Finance and Entrepreneurial Management
Philadelphia, PA
2015 – 2017
Director’s List (Top 10%) – Spring 2016, Fall 2015 | First Year Honors (Top 20%) | GMAT: 770 (99th Percentile)
Appointed Board Member of PE & VC Club (Executive Director of Speaker Series) and Dealmakers Club (Treasurer)
Member of Real Estate, Energy, and Ski & Snowboard Clubs
HARVARD UNIVERSITY
Bachelor of Arts in Economics; Secondary Concentration in History of Art & Architecture
Cambridge, MA
2007 – 2011
Graduated magna cum laude | GPA: 3.85 Concentration, 3.78 Cumulative
Harvard College Scholar (Top 10%) – 2007-2008 academic year
Wrote a Magna senior thesis on market demand factors for municipal bond insurance. Advised by Professor Jeremy Stein
Elected Managing Partner of Charles River Growth Fund. Consisted of weekly stock pitches and market discussions
EXPERIENCE
TEMASEK HOLDINGS MBA Summer Intern
New York, NY
Summer 2016
Analyzed Consumer & Retail (C&R) space to identify compelling sub-sectors and to develop firm’s U.S. investment strategy
Evaluated buyout and structured investment opportunities in U.S. unconventional energy industry
Performed detailed market landscape of U.S. shale operators and presented Permian thesis to investment team
LINDSAY GOLDBERG
Private Equity Associate
New York, NY
2013 – 2015
Evaluated potential acquisitions, built complex financial models, performed detailed industry research, led due diligence and
transaction execution efforts, and developed corporate strategy with senior management teams
Analyzed bolt-on acquisitions and monetization opportunities, negotiated legal documents and credit agreements, updated
valuations, and completed investor requests as part of on-going management of 4 portfolio holdings
Portfolio Companies:
Formation Energy LP – Acquirer of Bakken non-operating working interests and overriding royalty interests. Primary work
included valuation of prospective acquisitions, requisite due diligence, and transaction execution. Deployed ~$300 million of
capital and executed 4 transactions as part of consolidation strategy
PetroLogistics LP – Constructed world’s largest propane dehydrogenation plant to service Gulf Coast propylene consumers.
Responsibilities consisted of evaluating industry dynamics and monetization strategies. On July 16, 2014, closed on $2.1
billion sale of PetroLogistics LP to Flint Hills Resources, a subsidiary of Koch Industries, Inc.
Vitruvian Exploration II, LLC – Acquired ~40,000 net acres in South Cana Woodford formation in Oklahoma. Invested in
non-operating working interests and operated acreage. Role consisted of valuations and analyzing acreage de-risking plan
Crane & Co. – Leading manufacturer of currency and other high quality paper products. Main activities included valuations
and analyzing exit opportunities. On July 1, 2014, closed sale of Crane Technical Materials division to Neenah Paper, Inc.
BANK OF AMERICA MERRILL LYNCH
Investment Banking Analyst, Mergers & Acquisitions
New York, NY
2011 – 2013
Built financial models to evaluate economic impact of mergers, acquisitions, LBOs, and leveraged recapitalizations
Performed discounted cash flow, comparable company, precedent transaction, sum-of-the-parts, and LBO analyses
Advised clients on over $45 billion of potential transactions across multiple industries including energy, C&R, and industrials
Select Transaction Experience:
McGraw-Hill and CME Global Index Businesses Joint Venture, announced November 4, 2011
– Modeled value of S&P and Dow Jones license contract, as well as incremental impact of agreed upon license fee step-up,
to calculate S&P’s contribution to joint venture as a percent of total CME equity complex
DF Energy Acquisition LLC Acquisition of Louis Dreyfus Highbridge Energy LLC, announced October 3, 2012
– Performed earnout analysis to calculate contingent payments and consideration paid under various scenarios
– Modeled four stage transaction, calculating investor equity contributions, management equity, and investor ownership
ADDITIONAL INFORMATION
Volunteer Work: Member of Fundraising Committee for The Scholar Athlete Fund; Volunteer with New York Cares
Interests: Art history; tennis; skiing; college football; Oklahoma City Thunder
Skills: Bloomberg; FactSet; Capital IQ; Mathematica; STATA. Formal training in Spanish (6 years)
BRIAN J. HARP 1930 Chestnut St Apt 4A | Philadelphia, PA 19103 | 334-494-0211 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate; Major in Finance and Strategic Management 2015-2017 • Project Manager of Field Application Project; consulted Detroit Pistons organization on its community outreach programs • Social director for Veterans Club; active in Finance, Tech, Fintech, and Boxing clubs • Participated in the Penn Health Care Innovation Challenge; designed health care pre-op procedures for joint replacement surgery.
UNITED STATES NAVAL ACADEMY Bachelor of Science in Electrical Engineering with Merit
Annapolis, MD 2001-2005
• Company First Sergeant: one of 60 juniors selected to lead 80 incoming freshmen for 8-week military indoctrination program • Midshipmen Group Study Program: tutored fellow Midshipmen 2+ hours per week in engineering • U.S. Naval Academy Men’s Boxing Club: intercollegiate bouts in the 156 and 165 pound weight class EXPERIENCE UNITED SERVICES AUTOMOBILE ASSOCIATION (USAA) San Antonio, TX MBA Intern Summer 2016 • Developed marketing dashboard utilizing data and financial analysis that displayed information for broader enterprise decision-making • Transitioned to USAA’s strategy group; developed strategy to prioritize and streamline USAA’s bank channels. Analyzed individual
channel economics and made recommendations for each; strategy implementation expected to save USAA’s bank $50mm+ per year
MARINE SPECIAL OPERATIONS COMMAND (MARSOC) Air Officer/Forward Air Controller (FAC)
Courthouse Bay, NC 2013-2015
• Hand-selected from 30+ distinguished Marine Aviators to transfer to MARSOC; promoted to rank of Major during tour • Marine Special Operations Company (MSOC) Fox Air Officer/FAC: directly participated in Special Operation combat missions with
Afghan partnered Commandos as a FAC team member; planned, supervised, and executed 50+ Special Operations Forces (SOF) operations in support of 7 Marine and Army SOF teams; resulted in 100+ successful air-to-ground strikes against insurgent cells and high value targets; sourced and managed multiple contracts worth $300K+ each within a $1.4mm training budget
• 2nd Marine Raider Battalion Air Officer: solely responsible to the Battalion Commanding Officer concerning all matters related to the utilization of aviation support assets; supervised the training of 4 MSOC Air Officers and 35+ enlisted SOF attack controllers—resulted in early certification and successful deployment of two MSOCs to conduct combat operations in the vicinity of the Middle East
MARINE LIGHT ATTACK HELICOPTER SQUADRON 467 (HMLA-467) Pilot/Instructor/Maintenance Officer
Various Locations
2005-2013 • Ranked 1 of 14 amongst peers by Commanding Officer • Piloted 1,200+ total flight hours; 220+ flight hours in support of combat operations in Afghanistan or while forward-deployed on U.S.
amphibious warships; hand-selected from pool of 45 pilots to serve as Division Flight Leader and Night Systems Instructor • Detachment Officer-in-Charge: led 45 Marines from various aviation Maintenance specialties in combat; seamlessly integrated
disparate elements into a cohesive unit during combat operations in Afghanistan; unit was Marine Corps’ “Squadron of the Year” • Logistics Officer: responsible for all squadron logistical movements, communications, and the maintenance of all squadron buildings;
responsible for 10 major, overlapping movements both within the United States and to forward-deployed locations worldwide; safely moved as many as 300+ Marines, $10mm of equipment, and 27 aircraft at a time with no delays to training/operations; safely oversaw preparations to protect squadron buildings and personnel from Hurricane Irene in 2011
• Airframes Division Officer-In-Charge: hand-selected by the Commanding Officer to lead, supervise, and mentor 80+ Marines in the squadron’s largest Maintenance workcenter; exposed and eradicated illicit drug ring; elevated the workcenter’s performance from worst to first—first in deployment readiness, maintenance readiness, least number of Maintenance mishaps and off-duty mishaps
• Quality Assurance Officer-in-Charge: responsible for oversight and compliance for all squadron maintenance and safety programs; led the preparation of 3 high-profile inspections to safely integrate new aircraft types (UH-1Y) resulting in early aircraft employment; acting Maintenance Officer during timely (24 hour) response of squadron aircraft to support Hurricane Sandy disaster relief efforts
ADDITIONAL INFORMATION
• Rebuilding Together Philadelphia: House captain for a weekend long renovation of a low-income family’s house in west Philadelphia • Saint Mark Catholic Church Volunteer, Saint Mark Catholic School (2013-2015): 10+ volunteer hours per month • Long Distance Runner: completed 15+ long distance races to include 3 Ultramarathons of 35-50 miles • Avid Traveler: 6 continents, 28 countries, 39 states; lived in Germany (4 years) and Australia (2.5 years)
SCOTT HUFFMAN 2400 Chestnut St, Apt 1603, Philadelphia, PA 19103 | 310-357-9326 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Philadelphia, PA
2015-2017
Awards: Ross Renewable Energy Case Competition (2nd place), Director’s List (twice, top 10% of class by semester GPA)
Leadership: Student Life Fellow (selected by second year Fellows to mentor and help incoming first years transition into
life at Wharton), Welcome Committee (selected by Dean of Student affairs to represent the school for admitted students),
Energy Club VP of Alumni – Renewables, Public Speaking Club VP of Content, Communications Fellow
GMAT Score: 770 (99+ percentile)
UNIVERSITY OF CALIFORNIA, LOS ANGELES
Bachelor of Science in Mechanical Engineering
Los Angeles, CA
2006-2010
Leadership: Campus Tour Guide, Dance Marathon Committee – Dancer Captain (coordinated team of 150 students for a
pediatic AIDS charity event that raised over $400,000), Camp Kesem – Camp Counselor (summer camp for children whose
parents have cancer), UniCamp – Camp Counselor (summer camp for children with underprivileged backgrounds), Pi Kappa
Phi Fraternity Executive Secretary
EXPERIENCE
TESLA MOTORS
Battery Technology Project Management Intern
Palo Alto, CA
2016 - 2016
Gathered technical specifications and ran comparative analysis to help determine which 12V battery to use in the Model 3
Coordinated battery shipments, inspections, and transfers to the production line with short and crucial deadlines
Tracked and analyzed temperature and humidity data to determine effects of cell storage in trailers during summer months
Sat in on technical and commercial meetings with current and potential suppliers for future projects
HARTZELL AEROSPACE – ELECTROFILM MANUFACTURING
Design Group Supervisor
Lead the four person team of designers and engineers that created all 3D models and production drawings
Valencia, CA
2014-2015
Streamlined instruction and requirement flow down and increased production drawing output by 20% in 2015
Implemented new document control system, substantially reducing drawing mistakes and lost documents
Oversaw multiple concurrent design programs while working to employee strengths and improving weaknesses
Continually trained designers and draftsmen in Solidworks and CATIA to reduce design time and improve on deadlines
Project Engineer
Coordinated cross-functional teams for design and production projects, ensure compliance to requirements
2013-2014
Led three successful exhaust system projects worth over $100K each in parts sold to Embraer, Bombardier, and Liebherr
Earned Nadcap weld accreditation (necessary for many welding requirements) for the company over two years
Reduced Nadcap nonconformance by 30% over two years by updating and clarifying weld procedures and processes
Led Preliminary and Critical Design Reviews to interface with customer before finalizing design for production
Product Design Engineer
Created 3D models and manufacturing drawings for in-house and outsourced parts, fixtures, and assemblies
2010-2013
Facilitated wide-scale addition of 3D modeling to company’s design capabilities, contributing to over $2M in new contracts
Developed existing system for producing, organizing, and saving 3D models and manufacturing drawings
NORTHROP GRUMMAN CORPORATION
Mechanical Design Integration Intern
Redondo Beach, CA
2009
Created standard part set 3D models that were used in multiple projects throughout the company to reduce redundancy
Constructed interface points for a model of the James Webb Space Telescope and routed electrical harnesses
Other
Non-Profit: GRID Alternatives (non-profit organization that installs solar panels for low-income family homes)
Interests: Renewable energy, 3D printing, hiking and backpacking, card and board games, discussing time travel theories
Technical Skills: CAD - Solidworks, CATIA, AutoCad; Other - Kubotek Conversion Software, FARO, ASME Y-14 2009
MIZUHO IMANISHI 2205 Lombard Street, Philadelphia, PA 19146 267-530-0604 [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance Master of International Studies Candidate; Focus in Latin America and Spanish Language
Philadelphia, PA2015-20172015-2017
Education VP of Latin American Student Association, Social Chair of Japan Club, member of Finance Club, Dance Studio Choreographed and trained 40 novice dancers for two months for Dance Studio performance before audience of 800 SOPHIA UNIVERSITY Bachelor of Arts in Economics
Tokyo, Japan2005-2010
Academic Performance Award in 2007 Exchange program at Universidad Iberoamericana in Mexico for two semesters in 2008 and 2009 Second Prize in all-Japan university student dance contest in 2009 Vice President of 100-member Street Dance Club, responsible for finance and external affairs
EXPERIENCE
SUMITOMO MITSUI BANKING CORPORATION Intern, Specialized Finance Americas Department, Latin America Project Finance Group
New York, NYSummer 2016
Conducted due diligence on a power plant project in Chile by reviewing related contracts and market and technical consultant reports and directly communicating with clients and consultants
Assisted with credit agreement negotiations and internal credit application process to finance projects in Chile, Peru, Colombia and other Latin American countries in power, natural resources and infrastructure sectors
SOJITZ CORPORATION LNG Originator, LNG Business Development Section, LNG Department
Tokyo, Japan
2013-2015
Played key negotiating role in US$10B 20-year LNG sale and purchase agreements with LNG suppliers; reviewed 200+ page contracts and prepared counter proposals; analyzed economics and feasibility of deals by building Excel models for pricing and credit exposure
Designed marketing strategies based on market data of 100+ existing contract prices and customer purchase preference collected through daily communications with Japanese and South Korean LNG customers
Identified US$7B natural gas liquefaction project in North America through market research and persuaded team to pursue the venture with multinational partners
Studied possible JV structures in aforementioned project and spearheaded discussions with South Korean Partner Approached 10+ European LNG suppliers with proposal on business collaboration in LNG marketing during 3-month
training in London Project Coordinator, Bioenergy Section, New Energy and Environmental Business Department 2010-2013 Oversaw operation of sugarcane-based bio-ethanol company in Brazil, JV with local partner in which Sojitz invested
US$180M; worked on cross-cultural team of Japanese in Tokyo and Brazilians in São Paulo Served as core member of cross-departmental task force to evaluate validity of project continuity; built economic evaluation
model to analyze each bio-ethanol plant’s projection; acted as bridge between Sojitz headquarters and people in Brazil to improve internal communications
Collaborated with Brazilian agricultural consultants in conducting due diligence for $400K-hectar sugarcane planting plan and incorporated the result into economic evaluation model
Presented recommendation to divest Sojitz’s stake in JV to Sojitz’s management, and spearheaded US$180M divestment plan with accounting and legal departments
Conducted field research at seven bio-ethanol production plants and agricultural fields operated by JV and reported progress of its expansion plan to leadership in Sojitz’s headquarters; created detailed gantt chart to monitor progress which was adapted also by Brazilian partner for its internal use
ADDITIONAL INFORMATION
Interests: Travel (visited 30+ countries; studied in Argentina (2003-2004) and Mexico (2008-2009)), street dance, concert dance performance (performed in front of audience of 1500), scuba diving (over 100 dives)
Languages: Japanese (native), Spanish (fluent)
MICHAEL KNETZGER 2040 Market Street | Apt #1110 | Philadelphia, PA 19103
[email protected] | 203-257-3776
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Statistics, Marketing Philadelphia, PA
2015-2017
Co-President, Rebuilding Together Philadelphia; Student Life Fellow; Entrepreneurship, Energy, and Data & Analytics Clubs
UNIVERSITY OF VIRGINIA
Bachelor of Arts, Major in International Relations
Adaptive skiing, Club Squash, ESL
Charlottesville, VA
2003-2007
TSINGHUA UNIVERSITY
6-month intensive study of Mandarin
Beijing, China
Spring 2006
EXPERIENCE
CAREOF, INC.
Operations Strategy Intern New York, NY
Summer 2016
Identified federal regulatory hurdles associated with packaging and distributing supplements for pre-launch venture-backed
vitamin company
Performed pricing analysis to determine product viability and competitiveness
Developed operations strategy for imminent large-scale launch, including demand forecasting, inventory, personnel,
equipment and packaging requirements
HELIOSAGE, LLC Los Angeles, CA and Charlottesville, VA
Director of Project Development
Senior Project Developer
Analyst
2012-2015
2010-2012
2008-2010
Responsible for managing cross-functional team across marketing, sales, finance, and engineering to develop multi-million
dollar portfolios of projects from customer acquisition through sale of assets
Played integral role in building business from first employee through sale of business to Coronal-Panasonic in March 2015
Strategy
Crafted messaging and processes for company approach to market
Ran education campaigns to Congress and state legislators to expand solar opportunities in mid-Atlantic region
Evaluated state and utility policies for potential fit to company business model
Ran first-utility-scale solar campaign as company transitioned from a commercial to utility-scale solar developer
Tapped by senior management to identify growth opportunities in advanced energy storage and international expansion Project Management
Managed best practices and process for team of five project developers
Spearheaded company’s transition to utilization of ArcGIS, a sophisticated mapping software, enabling improved efficiency
in identifying project sites, greatly reducing lag between planning and execution
Managed multiple stakeholders through site acquisition, permitting, and contract execution of 90 (MW) portfolio of solar
projects with asset value in excess of $150MM
Orchestrated PR campaign and ribbon-cutting surrounding commissioning of projects
Business Development
Identified, sold, negotiated and managed company’s first project from inception to commissioning
Initiated optimization processes vastly shortening sales cycle reducing costs associated with business development activities
Supported acquisition of over 200 megawatt (MW) portfolio for Fortune 200 client with asset value in excess of $300MM
Won business for landmark 1.8MW solar project that won national acclaim for innovative approach to market
Led national expansion of business development activities through relocation to California
ADDITIONAL INFORMATION
Programming Languages: R
Fluency in French, conversational in Mandarin
SOO JIN KOH [email protected] | +1 267 916 0950 | 2040 Market Street, Apt 321, Philadelphia, PA 19103
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Management
Philadelphia, PA
2015-2017
Activities: General Management Club, Energy Club, GUIDE (Wharton undergraduate mentorship), Marine Corps Quantico
Military Simulation, Dance Studio
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Bachelor of Science in Economics; Majors in Finance and Accounting
Philadelphia, PA
2006-2010
Activities: As Co-Chair of the Wharton Asia Business Conference, collaborated with MBA co-chair to lead team of 15
undergraduates and 15 MBA students in organizing the 2009 conference for over 250 professionals and students
EXPERIENCE
THE DOW CHEMICAL COMPANY
General Management MBA Intern
Midland, MI
Summer 2016
Identified global opportunities for Dow’s automotive business given Dow’s expanded portfolio post-DuPont/Dow Corning
mergers and potential impact of autonomous vehicles, shared mobility, and geographic demand shifts
Conducted secondary and primary research, including 30+ interviews with clients, industry experts, and internal stakeholders
FMC TECHNOLOGIES (Oil & Gas Equipment and Services Company)
Corporate Development Analyst
Houston, TX
Summer 2016
Rebuilt company’s internal five-year financial forecast model to incorporate drivers of bottom-up revenue and cost
projections by business line, culminating in a presentation to the company CFO and VP of Corporate Development
CITI INVESTMENT BANKING
Energy, Chemicals, and Industrials; Associate (2013-2015), Analyst (2010-2013)
Hong Kong
2010-2015
Project Management and Teamwork
Drove project execution and was overall lead on day-to-day management of M&A deals, both internally and externally
Coordinated communication between clients, five potential buyers, tax advisors, accountants, and technical advisors. Deal
teams typically averaged two to three core members per party, totaling 20+ members
Persuaded internal deal team and client to adopt a web-based platform for bidder-seller Q&A process, which improved
efficiency and reduced errors by 30%+. Took initiative of sourcing and testing web-based platform before implementation
Leadership
Supervised and coached two analysts across Hong Kong and Singapore to draft information memorandums and management
presentations, set up data rooms, and coordinate multi-country site visits and Q&A processes
Designed and taught three technical training sessions for classes of 25+ incoming analysts/interns. One of eight junior
bankers (out of 80 based in Hong Kong) selected based on technical competence, involvement in recruiting, and reputation as
a mentor to analysts
Client Relationship Management
Led modeling and investor marketing material drafting sessions with clients’ senior (VP-level) management teams
Prepared advisory presentations to clients covering M&A targets’ operational and financial parameters, due diligence
summaries, and valuation, competitor, strategic alternatives, and exit analyses
Internal Corporate Strategy
Performed market share and competitor analysis of Citi’s Financial Sponsors Group across M&A, equity, and debt products
as part of Asian-wide franchise strategy review. Was sole report to Citi’s Asia-Pacific Head of Banking for project
Financial and Industry Analysis
Led discussions with senior management of US$1bn+ companies and accounting advisors to construct comprehensive
operating models reflecting companies’ growth initiatives and pro-forma standalone costs. Conducted extensive due
diligence to understand companies’ businesses and quality of projections
Select Transactions
Neptune Orient Line’s US$1.2bn divestiture of APL Logistics to Kintetsu World Express (2015); Saudi Aramco’s US$2.0bn
acquisition of a 28.4% stake in S-Oil (2014); Sinochem’s US$1.5bn bid for Petrobras’ 35% stake in BC-10 Brazil (2013);
Asian NOC’s bid for ConocoPhillips’ Vietnam assets (2012)
ADDITIONAL INFORMATION
Citi Women’s Network Hong Kong Mentoring Committee (2014-2015): Launched Citi Hong Kong’s first women’s
mentoring program for 20 mentor-mentee pairs. Ran application process and training sessions, and facilitated all
communication between committee and mentees
Interests: Outdoor activities (trekked to Mt. Everest Base Camp and sailed for three weeks in Baja Mexico on a NOLS
course), basketball, travel (visited 37 countries), tennis (ranked 9th in Hong Kong Under 18s), snowboarding, video editing
ROSS LUBETKIN 2128 St. James Street, Philadelphia, PA 19103 • (713) 858-6976 • [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
Master of Business Administration Candidate, Major in Finance 2015 - 2017
Leadership positions: Energy Club (President), Restructuring & Distressed Investing Club (Committee member for Wharton
Restructuring and Distressed Investing Conference in New York), Student Government for 1st year students (Elected as a
representative of Student Life), Soccer Club (Board Member)
GMAT: 740 (97th percentile)
UNIVERSITY OF TEXAS AT DALLAS – JINDAL SCHOOL OF MANAGEMENT Dallas, TX
Master of Science in Accountancy, Concentration in Financial Analysis 2010 - 2011
UNIVERSITY OF TEXAS AT AUSTIN – MCCOMBS SCHOOL OF BUSINESS Austin, TX
Bachelor of Business Administration, Major in Finance, Minor in Accounting 2005 - 2009
Licensed real estate agent: Earned revenues of over $100,000 by developing vast referral network across campus
Soccer: Three year captain of intramural team
Study Abroad: Universitat Pompeu Fabra Business School (Barcelona, Spain)
EXPERIENCE
WARBURG PINCUS New York, NY
Summer Vice President – Energy Group Summer 2016
Conducted due diligence and valuation analysis on opportunities in the domestic E&P, international E&P, natural gas storage,
downstream, oil field services, and solar energy sectors
$200 million line of equity to Solar Mosaic, Inc.
Analyzed residential solar market (cost forecasts, federal and state subsidies, adoption rates, grid parity, and more) to form Solar
Mosaic investment thesis and company growth forecasts; views presented to investment committee
Drafted investment memo, distributed to all investment professionals globally
WOOD MACKENZIE Rio de Janeiro, Brazil; Houston, Texas
Senior Analyst - Latin America Energy Research (Rio de Janeiro, Brazil) 2014 - 2015
Led and managed the relocation of the company's Southern Cone (Argentina, Bolivia, Brazil, Chile, Uruguay) research practice to
Rio de Janeiro, Brazil, the company’s first South America-based office; managed three research analysts
Developed relationships with oil & gas management teams, governments and ministries, banks, funds, and private equity firms in
Brazil and Argentina; helped sales team secure several multi-million dollar deals and renewals
Analyst - Latin America Energy Research (Houston, Texas) 2013 - 2014
Authored analysis on corporate strategy, valuation, fiscal terms and policy, above-ground risk, cost environment and inflation
Analyzed qualitative and quantitative factors affecting distressed bonds and equities (largely in Argentina, Brazil, and Venezuela)
Planned and led research trips to eight countries in the region, meeting with senior industry executives and key players
Associate - Latin America Energy Research (Houston, Texas) 2011 - 2013
Built cash flow models to value oil & gas assets with NPVs ranging from US$1 million to US$60 billion – required understanding
of multiple tax regimes, development of robust production and cost forecasts, and consideration of political and technical risk
Developed deep commercial knowledge of the Latin America oil & gas sector through comprehensive research and analysis of
company filings, government data, industry and local news flow, and face-to-face meetings with companies in the region
NEXEN PETROLEUM Dallas, Texas
Financial Reporting Analyst 2010 - 2011
Created monthly and quarterly financial statements showing outlook, plan, and actual production of oil and gas, including price
and production variances
ADDITIONAL INFORMATION
• Charity work: Big Brothers Big Sisters (BBBS) mentor from 2011-2015; was the subject of major fundraising campaign
• Languages: Fluent in Spanish, proficient in Portuguese
• Interests: Travel (35+ countries), geopolitics, documentaries, FC Barcelona, The Economist magazine
GREGORY (GREG) LUEHRS 201 S 18th St Apt 1616 • Philadelphia, PA 19103
610-304-9631 • [email protected] EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Strategic Management
Philadelphia, PA
2015-2017 Wharton Energy Club (President), Wharton Energy Conference (Panel Manager), Wharton Out4Business Club (Ally) Director’s List (top 10%), First Year Honors (top 20%), GMAT: 720 (top 6%), Helene Levison Memorial Fellowship ($14k) LEHIGH UNIVERSITY Master of Engineering, Energy Systems Engineering President’s Scholar recipient, free tuition based on superior undergraduate academic performance Residential advisor and Interfraternity Council judicial board representative for Theta Xi fraternity
Bachelor of Science, Information & Systems Engineering
Bethlehem, PA 2009-2010
2005-2009 GPA: 3.71/4.0, graduated with high honors, Asa Packer Scholarship recipient Member of Eckardt Scholar Honors Program, Tau Beta Pi and Phi Eta Sigma Honor Societies Secretary of Theta Xi fraternity, organized community events, supervised creation of annual accreditation report Senior project with Morgan Stanley: “Microsoft Project: A Corporate Template”; designed website for Eckardt senior project
EXPERIENCE VIRIDITY ENERGY Solutions Engineering Intern
Philadelphia, PA 2016 Developed and presented financial models, each with annual revenue and savings opportunities above $100k, for dozens of
potential large commercial and industrial demand response clients located in 7 electricity regions across the USA and Canada Owned managerial, process improvement and delivery responsibilities in marketing, IT, sales, and operations Crafted detailed proposals for several large-scale $1M+ battery storage projects by working with CEO and President ACCENTURE Systems Integration Consultant Business Process Analyst
Philadelphia, PA 2012-2015 2010-2012
Led teams of up to 20 testers, off-shore developers, contractors and clients to deliver several complex PECO Advanced Metering Infrastructure (AMI) projects valued at $5-10M each, assumed role of manager to resolve schedule and scope issues Controlled scope for $415M PECO Smart Grid program via requirements management over several years, developed and maintained test status report template, distributed daily reports to highlight status updates & progress trends Utilized Accenture modeling assets to evaluate feasibility and issues for a $200M+ regulatory project, requested by client to lead effort, presented to PECO leadership to gain approval for budget, requirements and risk assessment Collaborated with PECO senior management from over 5 business functions and 4 external vendors to enable deployment and remote meter reading capability for 2.1M smart meters, tested and enabled over a dozen integrated software systems Implemented formal production defect retest process, developed new status tracking assets and procedures, tested and obtained client approval for over 100 technical defects impacting critical PECO IT and business processes Designed dashboard to display 7 meter reading and billing reports in a clear visual format, complied and summarized key data from 3 systems to enable decision making across several Baltimore Gas & Electric (BG&E) business functions Created business and functional design deliverables to define scope for BG&E integration projects with Opower and Oracle Volunteered to host several final round interview days at Accenture main office, working with over 50 potential new hires
THE BOEING COMPANY Systems Engineering & Supply Management Summer Intern
Ridley Park, PA 2008-2009
Organized and updated hundreds of requirements from a dozen platforms and vendors for Future Combat Systems (FCS), a $25B project; analyzed, tracked and reported on program status at weekly FCS status meetings Compiled dozens of supplier profiles and “Requests for Quotes” in support of $100M+ Skyhook program, analyzed and presented findings to supply chain lead
ADDITIONAL INFORMATION
Interests: Facilitated over 20 resume and mock interview workshops as community lead between Accenture and Back on My Feet, a non-profit organization that promotes the self-sufficiency of the homeless by engaging them in running as a means to build confidence, strength and self-esteem; Lehigh Jazz Band guitarist; Columbia Energy Conference Case Competition 2nd Place Finish; Wharton Technology Club & Basketball Club member
YANN MANIBOG 1921 Walnut Street, Apt #3
Philadelphia, PA 19103
202-412-3663
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Master of International Studies Candidate; Focus in Portuguese and Brazil
Philadelphia, PA
2015-2017
Energy Club Co-President, Lauder Student Advisory Board Member, Communications TA
Recipient of Lauder Institute Fellowship
NORTHWESTERN UNIVERSTIY
Bachelor of Sciences, Major in Mechanical Engineering, Certificate of Engineering Design
Evanston, IL
2006-2011
magna cum laude, Director’s Award for Engineering Design (GPA: 3.8/4.0)
Winner of Dow Chemical Sustainability Innovation Student Award for design of a micro-scale wind turbine
5-year Co-op degree, including year’s work experience as a Mechanical Engineer for the Wm. Wrigley Jr. Company
Won language grant to study Mandarin and emerging economic and legal structures at Tsinghua University in Beijing
EXPERIENCE
MORGAN STANLEY
Project Finance Summer Associate (Global Capital Markets)
New York, NY
Summer 2016
Structured tax-equity and debt project financing for renewable energy and O&G projects in North America
Developed an enterprise model for 1 GW of distressed wind assets; hired post-internship by CEO to work as an advisor
Valued and determined the exit strategy for an equity investment in a wind developer in North America
Developed a deep understanding of capital markets and investor priorities for energy-based credits in North America
A.T. KEARNEY
Manager
Dubai, UAE
2014-2015
Led a team of four Associates and a larger client team to execute a change management program for a new government
ministry, resulting in definition, dissemination, and sustainment of culture in highly resistant military environment
A.T. KEARNEY
Associate
San Francisco, CA
2013-2014
Invited to Fast Track Program, which rewards highest performing consultants with leadership responsibilities
Designed a strategy for a $200B+ Oil & Gas company to position themselves as a leader in Shale Gas E&P in four Eastern
European countries, with a focus on government strategy and policy levers
Developed a strategy for a $70B company to turnaround its Oil & Gas Services and return to double-digit EBIT margins
Led an Executive Vice President of a $4B apparel company and her team in the reorganization of her global sales
organization, resulting in savings and increased alignment with customer segments and strategic priorities
Guided a CFO, CIO, and VP HR to identify over $70M in merger-related SG&A cost savings prior to a $1B Aerospace and
Defense company’s acquisition of a same size competitor, resulting $30M in-year savings
Founded the A.T. Kearney San Francisco Soccer Team and led the A.T. Kearney’s SF Communications Team
A.T. KEARNEY
Senior Business Analyst / Business Analyst
San Francisco, CA
2011-2013
Managed a client team in the sourcing, selection, negotiation, and contracting of end user support IT services for a Fortune 5
Oil and Gas company, including modeling the business case for $100M in annual savings
Established a Shale Gas Viability and Availability Index to help oil and gas companies understand recent trends in
unconventional oil and gas exploration and production
Led A.T. Kearney’s SF Onboarding Team, running sessions (~8x/year) to integrate new hires to the firm
ADDITIONAL INFORMATION
Interests: Triathlons, English Premier League soccer (Arsenal), riding motorcycles, DJing, and drum and bass music
Languages: Native speaker of French, Advanced-level Portuguese, Intermediate-level Spanish
CHARLIE MCCARREN 2101 Chestnut St, Apt 316, Philadelphia, PA 19103 | 949-241-5800 | [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Operations Management and Marketing
Master of International Studies Candidate; Focus in Mandarin Chinese and East Asian Studies
Philadelphia, PA
2015-2017
GMAT score: 730 (96th
percentile)
Academic honors: Wharton Director’s List (spring 2016), Wharton First Year Honors, Lauder Institute Director’s List
Activities: Huntsman-Lauder advising program, Asia Business Conference and Global Consulting Practicum
UNIVERSITY OF MICHIGAN
Bachelor of Arts, Double Major in Economics and History
Ann Arbor, MI
2003-2007
GPA: 3.64, five-time University Honors recipient
Graduated with High Honors for completing a senior thesis on Hong Kong’s post-World War II economic development
One of only two students awarded a People’s Republic of China Language Fellowship to study in Beijing for one full year
Member of Michigan men’s water polo team and college of LS&A Honor Council Chief of Staff
EXPERIENCE
SAMSUNG GLOBAL STRATEGY GROUP
Associate Global Strategist
Seoul, Korea
Summer 2016
Developed revenue enhancing strategic options for Samsung’s China TV business based on competitor’s positioning, customer
segmentation, distribution capabilities and market elasticities
Modeled anticipated competitive response to changes in Samsung’s TV pricing strategy for the Chinese market
Presented initial findings to an internationally diverse group of key internal stakeholders
IHS INC.
Economist
Washington, DC
2013-2015
Led five senior economists in producing a commodity market report read by nearly 1,000 subscribers each month
Presented key changes to the outlook for building materials and nonferrous metals to clients on a quarterly basis
Doubled company’s China commodity price coverage by researching and discovering new data sources in Chinese
Raised $2,000 for two local charities by organizing an office-wide fitness challenge with over 30 participants
Associate Economist
2011-2013
Selected as only associate economist to present at group’s annual client conference (in front of 150 attendees)
Built multiple regression models in EViews (a statistics software) to generate ten-year commodity price forecasts
Designed and produced team’s first Asia-focused commodity report, filling a critical gap in coverage
Persuaded priority client to retain subscription by offering custom deliverables, saving IHS over $50,000 in revenue
AGS INTERNATIONAL RELOCATION SERVICES
Corporate Sales and Business Development Manager
Seoul, Korea
2009-2011
Surpassed 2010 individual revenue target by 42%, working with a diverse set of clients from dozens of different countries
Streamlined rate negotiating process with overseas partners resulting in a near tripling of partner-sourced business
Stabilized partnership with domestic provider of packing services by renegotiating service contract
SJ GRAND INTERNATIONAL BUSINESS SOLUTIONS
Consulting Intern
Beijing, China
2008-2009
Researched and drafted a bi-monthly newsletter on tax and regulatory developments in China while taking four hours of
intensive Mandarin Chinese coursework daily Monday through Friday
ADDITIONAL INFORMATION
Interests: Coaching swim practices, reading science fiction, scuba diving and traveling
Languages: Superior in Mandarin Chinese (based on ACTFL oral proficiency test), basic knowledge of Korean
Volunteer: YMCA National Capital Masters Swim Team, Compass/Latino Economic Development Center
PETER J. MCGUIRE 2218 Pemberton Street, Philadelphia, PA 19146
(301) 237-2555
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Philadelphia, PA
2015-2017
Member of Wharton’s Veterans Club, Tech Club, and Finance Club.
GMAT: 740 (97th
percentile).
VANDERBILT UNIVERSITY
Bachelor of Engineering, Mechanical Engineering, Cum Laude
Nashville, TN
2002-2006
EXPERIENCE
GOOGLE, INC
MBA Intern, Finance Operations
Sunnyvale, CA
2016
Developed a playbook to facilitate the creation of comprehensive roadmaps for cross-finance programs through identification
and prioritization of best in class features and requirements.
Conducted an assessment of Product Master Data Management at Google; established foundational requirements for
development of that functional area in future quarters.
R3 STRATEGIC SUPPORT GROUP
Senior Technical Intelligence Advisor
Indian Head, MD
2014-2015
Managed a $350K project to design, test, and field a precision tool that enabled forensic and chemical analysis of previously
unrecoverable evidence from improvised explosive devices.
NAVY EXPLOSIVE ORDNANCE DISPOSAL (EOD) TECHNOLOGY DIVISION
Officer-in-Charge, Combined Explosives Exploitation Cell
Afghanistan / Indian Head, MD
2012-2014
Led a forensic laboratory in Kandahar where 50 scientists, engineers, and international military personnel analyzed evidence
from more than 1,250 improvised explosive devices; awarded Commendation Medals from both the Army and Navy.
Supervised the analysis of more than 1 million pieces of evidence through which 6,700 DNA samples and fingerprints were
used to positively identify 105 individuals responsible for building or planting explosive devices.
Developed an innovative evidence presentation system that was accepted by the Afghan judiciary and contributed to a 98%
conviction rate of enemies linked to attacks against coalition forces.
JOINT TASK FORCE PALADIN SOUTHWEST
Department Head, Afghan Partnership and Training
Afghanistan / Virginia Beach, VA
2010-2012
Led a department of nine military personnel from the US and UK that certified the first Afghan bomb disposal team in
Helmand Province and thereby improved security in one of the most hostile regions of the country.
Developed a locally run course that trained 140 Afghan soldiers in how to mitigate explosive hazards; course was
subsequently replicated in all major regions of the country.
Ranked 2nd of six EOD officers; awarded the Army Commendation Medal.
NAVY SEAL TEAM EIGHT
EOD Naval Special Warfare Platoon Commander
Iraq / Virginia Beach, VA
2008-2010
Planned and executed counter-terrorism combat operations while leading an eight-man bomb squad attached to a special
operations task force in Baghdad.
Analyzed data and trends from improvised explosive device attacks throughout Iraq in order to develop and implement
tactics to effectively mitigate risks. The adoption of those tactics resulted in zero casualties during the deployment.
Ranked 1st of ten EOD platoon commanders; awarded the Joint Service Commendation Medal and Combat Action Ribbon.
NAVY EOD MOBILE UNIT TWELVE
EOD Platoon Commander
Djibouti / Virginia Beach, VA
2007-2008
Supervised 18 anti-terrorism scuba diving missions in the Gulf of Tadjoura to protect US assets in the Horn of Africa.
Ranked 1st of eight EOD platoon commanders; awarded the Navy Achievement Medal.
ADDITIONAL INFORMATION
Competitive cyclist and triathlete. Five-time qualifier for the USA Triathlon age group national championships.
Reading mentor to special education kindergartners at a charter school in North Philadelphia.
AMRO MESSAOUDI 226 West Rittenhouse Square
Philadelphia, PA 19103
(+1) 215-990-4568
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance, Business Analytics
Philadelphia, PA
2015-2017
Co-President of Wharton’s MSA club, Finance VP for MENA club, University Relations VP for Energy Club
Member of Wharton’s Consulting club, FinTech Club, Finance Club, Private Equity/Venture Capital Club, Soccer Club
KING FAHD UNIVERSITY OF PETROLEUM AND MINERALS
Bachelor of Science in Control and Instrumentation Systems Engineering
Dhahran, KSA
2007-2011
GPA: 3.92, First honors, #1 in major and top 4% of overall graduating class
Work experience: Baker Hughes Atlas (Onshore Wireline Intern, Summer 2010), Mobily (Director of Campus Events, 2008
– 2010), KFUPM (Mathematics and Systems Engineering Courses Grader, 2008 – 2011)
EXPERIENCE NKM Capital
Associate
Boston, MA
Summer 2016
Developed investment thesis for micro-VC fund in Artificial Intelligence market, by identifying target market segments and
investment candidates
Researched successful elements of 100 unicorn tech startups, to determine success elements common for serial
entrepreneurs to develop firm investment strategy
Evaluated Y-Combinator Demo Day companies of Summer 2016, to consider their investment worthiness, supported raising
$1M fund for investment in summer batch
Screened several startups for Series Seed investments across multiple industries; provided General Partner with conclusive
recommendation and feedback for action
A.T. KEARNEY
Associate
Senior Business Analyst
Business Analyst
Dubai, UAE
2015
2013-2015
2011-2013
Implemented supply chain design for first shale gas operations in the Middle East, including developing a comprehensive
demand plan valued at + $1billion, inventory management strategies, and transportation and logistics strategies
Managed cross-functional client team to develop, present to management, and implement transformed procurement strategy
for national oil company to transition from transactional based to long-term solution driven procurement
Led development of strategy and implementation roadmap for a +$10billion industrial city in GCC for national oil company,
including target industries and value chain analysis. Presented recommendations to high-rank government officials
Developed comprehensive procurement strategies for over 10 major material and service categories for national oil company
with over $1billion in annual spend to increase local procurement and create long-term cost efficiencies
Created over 10 publications on behalf of national oil company to promote development of local supplier base through analysis
of investment opportunities across several materials and services categories totaling more than $500million
Led development of strategy for national oil company to strengthen position in $20billion domestic construction services
sector in coordination with government initiatives, including increased localization of jobs, materials and machinery
Analyzed duty exemption processes and presented recommendations for Deputy Ministers of Industry to identify key
administrative bottlenecks. Carried out statistical analysis of over 100,000 duty exemption requests and collaborated with
Ministry of Economy and Planning, Ministry of Finance, Customs and other federal agencies
Led publication of Arabic version of A.T. Kearney Purchasing Chessboard materials, including 200+ page book detailing 64
procurement methods to reduce cost and increase supplier value.
ADDITIONAL INFORMATION
Interests: Cooking, Traveling, Social impact (Past teaching / education experience), Soccer, Reading
Languages: Native speaker of Arabic
IGNACIO G. MINGORANCE 2116 Chestnut Street, Apt. 1408 | Philadelphia, PA 19103
+1 (917) 291-5905 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Philadelphia, PA
2015-2017
Board Member of PE&VC Club (Executive Director of International Committee)
Co-chair for Emerging Markets Panel of 2016 PE&VC Conference (400+ attendees)
Finalist 2015 Latam Private Equity Case Competition (represented Wharton vs. top US Business Schools)
GMAT: 730 (96th percentile)
UNIVERSIDAD DE SAN ANDRES
Bachelor of Arts in Economics
Buenos Aires, Argentina
2005-2009
Graduated with honors (awarded to 10% of class); teaching assistant for Entrepreneurship Department
Co-captain of Division 1 Varsity Soccer Team; reached finals in national (2008) and international tours (2007)
EXPERIENCE
ACTIS CAPITAL (private equity firm with $6.3 billion assets under management)
MBA Summer Associate, Energy Investment Team
Mexico City, Mexico
Summer 2016
Managed team of bankers/accountants in preparation of valuation models and financial due diligence reports for acquisition of 11
solar power generation assets; identified critical red flags in two assets that were subsequently dropped from acquisition perimeter
Handled LBO model for acquisition of baseload power generation platform of 1.5GW across three countries during second round of
auction; obtained competitive financing package for assets in Peru, increasing targeted IRR by 5%
Assisted CEO of wind power generation portfolio company in prequalification for upcoming renewable energy auction in Mexico
Created fundraising presentations/scripts used during investor meetings for new energy fund (Actis Energy 4, $2 billion target)
ORION ENERGY PARTNERS (credit-oriented private equity firm, raising first $750 million fund)
MBA Summer Associate
New York, NY
Spring/Summer 2016
Co-managed due diligence process on provider of oil and gas rental equipment; signed term sheet for $110 million mezzanine loan
Screened 20+ inbound opportunities and sourced two investment targets through cold calling/leveraging personal network
GOLDMAN, SACHS & CO.
Associate, Investment Banking Division
New York, NY
2013-2015
Member of M&A advisory team for Latam Region; frequent interaction with US natural resources industry group
Promoted to Associate after receiving top tier performance ranking among 100+ analysts in Americas region
Initiated and delivered two-week training program for off-cycle analyst class in new office in Chile
Selected transaction experience:
PE firm Southern Cross Group’s $309 million sale of 50% stake in Gas Atacama (740MW gas-fired power generation facility)
Worked directly with company CFO to develop alternative scenario under generation with LNG to support a higher valuation,
achieving purchase price increase of $65 million vs. indications of interest
Led legal documentation process and hired advisors, including lawyers and independent energy consultants
Organized/supervised on-site due diligence trip in the Atacama Desert, coordinating three separate groups of foreign buyers
GOLDMAN, SACHS & CO.
Analyst, Investment Banking Division
Buenos Aires, Argentina
2010-2013
Performed financial analyses on five cross-border M&A deals and six financings across various industries in Latin America
Selected transaction experience:
Citi Venture Capital International’s $880 million sale of 32% stake in TGI (largest natural gas transportation company in Colombia)
Created teaser and information memorandum, attracting three bidders who placed offers above seller’s expectations
LAW AND ECONOMICS CONSULTING GROUP
Research Analyst, International Arbitration Practice Group
Buenos Aires, Argentina
2009-2010
Authored reports presented at World Bank's International Center for Settlement of Investment Disputes (ICSID) in Washington DC
Detected error in counterparty’s valuation model for Daimler’s arbitration against Argentina, saving $5 million in potential claims
ADDITIONAL INFORMATION
Certifications: Passed level I of CFA Program; FINRA Series 79
Interests: Soccer (Barcelona FC fan), skiing (former ski instructor at Squaw Valley), traveling (visited 20+ countries), photography
Languages: Spanish (native); Portuguese (conversant)
STUTI MOHAN 2400 Chestnut Street, Apt 2509, Philadelphia PA 19103
(267) 836-6769 | [email protected]
EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate, Business Analytics Major
Philadelphia, PA
2015-2017 • GMAT: 780 (99th percentile) | Director’s List (top 10%) • Wharton-Omnicom Fellowship: Awarded to ~60 students chosen to TA management communication • Consulting: Selected among 23 paid consultants for Wharton Small Business Development Center. Advised small brewery on
optimal social media strategy & staffing agency on expansion strategy • Leadership: Co-President, Mountaineering Club; Co-chair, Retail Conference; VP Student Life (student council); Ally Rep, Out4Biz UNIVERSITY OF DELHI Bachelor of Engineering, Major in Electronics and Communications (First Division)
New Delhi, India
2007-2011 • Ranked 33rd (top ~0.01%) in nation-wide admission examination taken by 30,000 students • Conferred Merit Scholarship for exceptional academic performance • VP, Event Management, annual cultural festival | Member, theme choreography team (won 2nd prize at annual festival)
EXPERIENCE
WAYFAIR LLC (online home store in North America and Europe) Summer Associate, Marketing and Strategy
Boston, MA Jun-Aug 2016
• Collaborated with senior mgmt. in category, pricing, product & sales teams to increase revenue from flooring sample customers • Increased sales email response rate from 4% to 7% & conversion rate from 0.9% to 1.5% by using insights from market research,
purchase data & competitor analysis to better address customer needs • Convinced category director to implement 2 of 3 recommendations for long term profitability of flooring samples program LOCAL AVENTURA (online marketplace for tours and experiences in Latin America) Summer Fellow, Business Development
Buenos Aires, Argentina May 2016
• Partnered with co-founder to develop local guide recruitment strategy, currently in execution in 3 new markets • Interviewed 50+ guides & on-boarded 20 new tours to quadruple number of tours offered in Buenos Aires
DUNNHUMBY (global analytics consulting firm specializing in retail, $700MM revenue) Mumbai & Delhi NCR, India • Selected among top 10% analysts to get promoted twice in two years. Rated in top 20% performers globally for 3 consecutive years • Chosen to work with C-suite at client site (one of < 5% such analysts in India) • Won spot recognition twice: for creatively solving data issues to meet client deadline & for proposing R&D to improve efficiency Senior Analyst, Business Development 2013-2015 • Spearheaded analytics for pilot project with $1.6B Indian retailer, culminating in firm’s first joint venture in Asia • Conceptualized and led implementation of pilot customer loyalty event increasing grocery revenue by $6.2MM • Persuaded 3 category directors to use customer-centric merchandising strategy, generating $5.2MM revenue uplift & cost reduction • Formulated & pitched strategy to increase share-of-wallet of 300,000 loyal customers & got MD & CEO’s buy-in to implement • Analyzed shopping patterns to create loyalty & price sensitivity segmentations and design pricing & promotions strategy • Mentored 3 analysts in business development team. Trained 30+ new employees across business groups
Analyst, Communications & Media Associate Analyst, Communications & Media
2012-2013 2011-2012
• Drove $20MM additional revenue for $108B US grocery retailer by building logistic regression model to predict customers’ likelihood to redeem new product coupons and using it to personalize mailers for 15MM households
• Devised algorithm for mailer to reduce customer churn rate, leading to 15% re-engagement • Achieved highest ever themed mailing redemption rate of 62% (vs. ~40% avg.), for Easter event
ADDITIONAL INFORMATION
Community Engagement: Computer teacher at LEU Foundation (Delhi); Marketing head at Better Schools Better Future (Delhi) Technical Skills: SAS (Statistical Analysis Software), R, SQL, MS Office Interests: Hiking and backpacking, dancing (street jazz), traveling (worked at 2 travel startups)
GUILLERMO E. NEMIROVSKY 2020 Walnut Street Apt 21A Philadelphia, PA 19103
+1-240-643-4573 | [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Major in Finance Master of International Studies Candidate; Focus in Latin America and Brazil
Philadelphia, PA 2015-2017
• Alumni Affairs Board Member, Wharton Latin American Student Association; US Power Generation Shift Panel Manager, 2015 Wharton Energy Conference; Member, Wharton Finance and Wharton Venture Capital & Private Equity Clubs
• Recipient of two Wharton Fellowships – The Diane and Robert Levy Fellowship and the Lauder Institute Fellowship
WALSH SCHOOL OF FOREIGN SERVICE, GEORGETOWN UNIVERSITY Bachelor of Science in Foreign Service; Certificate in International Development
Washington, DC 2006-2010
• Graduated magna cum laude; Cumulative GPA: 3.80/4.00: First Honors, Second Honors, Dean’s list • CFO of the Georgetown International Relations Association; Treasurer of the Georgetown International Relations Club
EXPERIENCE
CREDIT SUISSE Summer Associate; Investment Banking Division – Leveraged Finance Origination and Restructuring
New York, NY Summer 2016
• Developed the financial model and ratings agency presentation for a $150 million Term Loan “B” supported dividend recapitalization for a multinational power equipment manufacturing company
• Drafted a credit memorandum and interfaced with syndicate banks on a $1 billion cross-border acquisition financing in the media and entertainment space that included Term Loan A/B and subordinated notes issuances
MITSUBISHI UFJ FINANCIAL GROUP / THE BANK OF TOKYO-MITSUBISHI UFJ (MUFG) Associate; Structured Finance Group – Project Finance
New York, NY 2013-2015
• Supervised the design and implementation of a financial model for a $600 million financing of a 500MW combined cycle gas power plant in Atacama, Chile, owned by Samsung Corporation and supported by the Export-Import Bank of Korea
• Represented MUFG in credit agreement and term sheet negotiations amongst major commercial and development banks to finance the construction of a $6 billion public transport system in Lima, Peru
• Undertook a debt service sensitivity analysis involving global gas-derivative markets as part of a credit application to finance a $9 billion polyethylene plant in Lake Charles, Louisiana, sponsored by Sasol Corporation
Associate; Structured Finance Group – Export and Agency Finance
2012-2013
• Led in-person meetings with the World Bank, Inter-American Dev. Bank, OPIC and the US Export-Import Bank to expand MUFG’s relationships with key names in the Americas-based official agency market
• Interfaced within twenty-person team to generate a three-fold increase in MUFG’s year-on-year official agency-backed loans • Directed the pricing negotiation, financial model and issuance of a $450 million US Export-Import Bank guaranteed bond for
the financing of Boeing aircraft, the bank’s first transaction of this nature
CITIBANK Analyst; Global Transaction Services – Export and Agency Finance
New York, NY 2010-2012
• Managed the financial model underpinning a $250 million loan guarantee provided by the World Bank for the construction of the Panama City Metro project
• Designed a debt payment and costs model evaluating future cash flows from promissory notes issued by the Government of Panama for the purchase of more than $600 million in helicopter and radar systems from Finmeccanica SpA
• Identified more than $1 billion in official agency loans on Citi’s balance sheet that were sold at a profit in the secondary market and created additional capacity in Citi’s loan books for new fee-generating transactions in the deal pipeline
INTERNATIONAL MONETARY FUND Researcher for Jose Rojas; Executive Director for Venezuela, Mexico, Spain & Central America
Washington, DC Summer 2008
• Wrote a report on the impact a Free Trade Agreement between Colombia and the U.S. would have on foreign direct investment in the Venezuelan oil industry and general cross-border trade with Colombia
ADDITIONAL INFORMATION
• Languages: Native Spanish, Advanced Portuguese • Certifications: Series 79 Limited Representative – Investment Banking, Series 63 – Uniform Securities Agent • Volunteer Work: Junior Board Member and Finance Sub-Committee Member for South Bronx United, a $500,000 yearly
budget, soccer-based nonprofit operating in the Bronx, New York; established a system to manage funds pledged to the organization, leading to a 15% increase in total received donations
• Global Development Work: Sponsored to represent MUFG at the One Young World Conference in Dublin, Ireland in 2014; formed part of a roundtable on human rights and free speech, presenting the case of my country, Venezuela
• Interests: Argentine futbol, jazz music, winter sports, adventure travel
SUDHANSH NERAVETLA 2101 Market Street Unit 1203
Philadelphia, PA 19103
937-215-2120
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate, Intended Majors in Finance and Data Analytics
Wharton Energy Club, VP of Education and Speakers
Potential Energy (a USAID DIV portfolio company), Consultant
Wharton GUIDE, Finance, Politics and Public Policy, PE/VC, Social Impact, and Tech Clubs
GMAT: 770
Philadelphia, PA
2015-2017
NORTHWESTERN UNIVERSITY
Bachelor of Arts in Mathematics and Economics
Evanston, IL
2004-2008
National Merit Scholar
Northwestern University Club Table Tennis
Kellogg School of Management, Research Assistant
Robotics Design Competition, Team Captain
campusCATALYST (a community-focused, pro-bono consulting organization), Consultant
EXPERIENCE ENPHASE ENERGY
Product Management Intern
Petaluma, CA
Summer 2016
Determined the specifications of a consumer-facing home energy management product by assessing willingness-to-pay via
conjoint analysis, user tests, and focus groups
Assessed the product-market fit for an unannounced, potentially paradigm-changing technology by performing primary
research and building a business case and model
CHATTERBOX
Co-Founder
Bangkok, Thailand
2013-2015
Chatterbox was a digital platform that reimagined the television monetization paradigm; Chatterbox had 25 employees and 300,000+ users,
raised ฿40,000,000, and was the #1 Social Media App in the Thai App Store
Managed day-to-day business operations: Led product development, user acquisition, and market testing; negotiated and
managed partnerships with networks, advertisers, retailers, and other key players
Authored business plan and created roadmap for product development strategy and market expansion strategy
Expanded business and built 11 person team in India after evaluating East, South, and Southeast Asian TV and media
ecosystems for best fit by analyzing dynamics between audiences, content producers, TV networks, and advertisers
TRADITUM GROUP/GAMBIT TRADING
Discretionary Trader, Director of Analysis
Chicago, IL
2008-2012
Developed and executed trading strategies of medium to high frequency using proprietary indicators, technical indicators,
order flow, pattern recognition, and market and economic data; focused primarily on US Treasury futures and Eurodollars
Managed positions of notional value exceeding $500mm with the mandate of maximizing risk-adjusted returns on capital;
achieved annualized return on capital of over 50% for duration of career
Managed teams of 2 to 7 quantitative analysts and traders by defining problems and objectives, educating team members on
data or trading concepts as necessary and overseeing execution
Launched entry into commodity, equity index, and foreign exchange markets by creating system to record, manipulate, and
analyze data for chosen securities
Built proprietary model in Excel which management used for risk management and traders used to drive trading decisions
ADDITIONAL INFORMATION
HEART HEALTH NOW Springfield, OH
Co-founder, Vice-President 2007-PRESENT
Published Salt Kills to educate the mass audience about the dangers of salt consumption and Salt: Black America’s Silent
Killer to highlight special concerns for the highest risk population
Interests: Classical and pre-modern histories, Ethnic cuisines, Belgian Trappist Ales, Football, Basketball, Tennis, Cricket
NDIDI OBAJI 2040 Market Street Philadelphia, PA 19103 | +1 814 441 4116 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major: Finance and Entrepreneurial Management
Philadelphia, PA
2015-2017
Wharton Energy Conference Co-chair; Passion, Purpose & Principles (P3) Facilitator; Africa Club VP Alumni; PE/VC Club
Forte Fellow, Communications Fellow
IMPERIAL COLLEGE LONDON
Master of Science; Major: Sustainable Energy Futures
London, UK
2010-2011
Dissertation: Techno-economic analysis of decentralized biomass plants for rural electrification – A North Zambian case
THE PENNSYLVANIA STATE UNIVERSITY State College, PA
Bachelor of Science; Major: Electrical Engineering, Minor: Bio Engineering 2004-2007
3.62/4.00 – Deans list; Eta Kappa Nu Electrical Engineering honors
EXPERIENCE
CITIGROUP
Investment Banking Summer Associate, Global Energy Group
Houston, TX
Summer 2016
Prepared client materials for three upstream acquisition deals. Built upstream development models, conducted precedent
transaction analyses to determine asset valuation, and advised on client strategic positioning in response to oil price outlook.
Advised leading downstream company on the sale of its retail assets and potential spin-off of its $600M fuels business into a
Master Limited Partnership. Developed client materials, analyzed precedent transactions, and attended client meetings.
Analyzed deleveraging strategies for large-cap midstream company. Built models evaluating accretive acquisitions, dividend
cuts, asset sales, and share issuance, presented solution to group head and managing directors, managed summer analysts.
CONOCOPHILLIPS
Business Analyst, Technology Ventures (Venture Capital arm of ConocoPhillips)
Houston, TX
2012-2015
Led due diligence and valuation analysis for investment in breakthrough energy technologies
Performed due diligence and led investment committee meetings for ConocoPhillips’ equity investment in Raptor Oil
Ltd; Assessed an average of 30 companies per year for potential investment
Negotiated terms for joint technology development agreements with start-up companies, typical project size $5-7M
Performed economic analyses and engaged in customer acquisition for the development of new energy businesses in
liquefied natural gas for trucking, and compressed air energy storage, analyses led to improved project investment decisions
Developed and presented research forecasting potential threat to traditional oil and gas industry from alternative energy
technologies, work product defined the venture capital investing strategy and focus
Spearheaded the establishment of a work process for the Technology Ventures team which streamlined roles for the group
and increased new technology adoption, was used as a blueprint for company wide technology development
Nominated for 2013 ConocoPhillips SPIRIT award (highest employee recognition award)
EXXONMOBIL
Project Development (Cost and Scheduling) Engineer
First Line Supervisor
Instrumentation and Control Engineer
Beaumont, TX
2011-2012
2010-2011
2008-2010
Designed and implemented projects that increased equipment reliability by over 50% and improved refinery safety, including
the installation of a first-in-kind temperature monitoring system for catalyst regeneration
Supervised and provided engineering support to a team of seven employees and several contractors, responsible for work
planning, budgeting and quality assurance for preventive maintenance to Heavy Oils production units
Developed cost estimates and provided budgetary diligence for capital investment projects ranging between $1M to $5M
ADDITIONAL INFORMATION
Positions: South by South West Eco start-up central advisory board; Rice Uni. Business Plan Competition Judge ’14 & ’15
Projects: Strategy advisor for Warburg Pincus portfolio company (Sp ’16) and EcoFuel, Kampala, Uganda (Summer ’16)
Other Work Experiences: Data Storage Institute, Singapore (2007); Xerox Corporation, New York (2006)
Interests: International volunteering (Nigeria, Uganda), fashion (Wharton Charity Fashion Show), dance, travel
Languages: Igbo: Native, French: Intermediate (A-level from Université de Franche-Comté Besançon, France, Apr 2008)
LINCOLN D. PRENTISS 1837 Spruce Street, Philadelphia, PA 19103
401-855-3088
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Philadelphia, PA
2015-2017
Member of Finance, Energy, Restructuring and Distressed Investing clubs, and Men’s Rugby Team
GMAT: 730
GEORGETOWN UNIVERSITY
Bachelor of Arts; Majors in Political Economy and English
Washington, DC
2005-2009
Second Honors designation 2008, 2009
Active in Higher Learning Foundation as volunteer tutor for SAT prep/college applications at local public high school,
volunteer tutor/mentor for children in local Sursum Corda housing community, and four year member of club lacrosse team
EXPERIENCE
GOLDMAN, SACHS & CO.
Investment Banking Division, Natural Resources Group
Summer Associate
New York, NY
2016
Modeling, presentation creation, and various independent analyses supporting execution and client service work across the
Metals & Mining, Midstream Oil & Gas, and Power & Utilities industries
Built target model and ran discounted cash flow and leveraged buyout valuations for a buy-side opportunity
Responsible for creating internal Capital Commitments Committee memo and sales memo, including building operating
model, for $500 million follow-on equity offering
Ran ad-hoc scenario analyses requested by sell-side client during final bid evaluation process
ALIXPARTNERS, LLP
Global management consulting and turnaround & restructuring advisory firm: member of Energy practice
working for clients across the Oil & Gas value stream
Vice President, Associate
New York, NY
2013-2015
Promoted to youngest Vice President in consulting practice after first year for demonstrated analytical capabilities, flexibility
to perform in a variety roles, and ability to manage complex work independently
Advised private equity and distressed fund clients on investment targets in oil & gas industry and evaluated target companies
during due diligence engagements
Led work focused on creating management reporting, rapid cost reduction, and contract renegotiation for several distressed
private equity portfolio companies
Directed fuels business assessment for a $30 billion fuels retailer – structured evaluation of retail & contract pricing and fuel
procurement, identified opportunity, and presented recommendations to CEO, CFO, and private equity stakeholders
Managed work stream responsible for aligning $8 billion supply chain organization with market needs of a publicly traded
oilfield services company and significantly improved supply chain efficiency, cost, and delivery capabilities to drive realized
annual EBITDA savings of $300 million
Built and implemented standalone management reporting model for petroleum products refining & marketing company
recently acquired by private equity fund
ACCUNOMICS, LLC
Management consulting firm focused on the Oil & Gas industry specializing in downstream strategy and
profitability optimization
Consultant, Analyst
Sydney, AUS
Dubai, UAE
2009-2012
Promoted from Analyst to Consultant in 8 months after demonstrating analytical, client management, and decision-making
skills in a high-pressure environment
Assessed and designed go-to-market strategy for lubricants, diesel, and aviation marketing businesses for Oil & Gas client in
Sydney, AUS and Dubai, UAE
ADDITIONAL INFORMATION
Leadership Roles: Wharton Restructuring & Distressed Investing Conference Committee, Wharton Rugby Club Leadership
Committee: Sponsorship Chair
Interests: Key team member on several active sailing racing programs. Avid snowboarder, basketball player, and cyclist
OGNJEN RAKITA 1922 Spruce St. 3F, Philadelphia, PA 19103 | 336-287-8851 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Finance and Management
Philadelphia, PA
2015-2017
Member of Finance Club, Energy Club, Europa Club, Rugby Football Club, and Dance Studio
GMAT: 770 (Q50, V44)
UNIVERSITY OF CHICAGO
Bachelor of Arts in Economics with honors
Chicago, IL
2006-2010
GPA: 3.65
Earned Dean’s List Honors every quarter
Member of Blue Chips Investment Club, Model UN Team, and FED Challenge Team
EXPERIENCE
PERELLA WEINBERG PARTNERS
Summer Associate, M&A Restructuring
New York, NY
Summer 2016
Performed comparable companies, precedent transactions and premiums paid analysis, and due diligence of generics drug
industry for Nichi-Iko’s $736 million acquisition of Sagent Pharmaceuticals
Conducted DCF valuation and returns analysis and prepared management presentation for an ongoing $450 million
restructuring of a pulp and lumber company and an associate asset roll-up M&A transaction
Analyzed $140 million debt deleveraging transaction as a part of fairness opinion written for the board of an oil& gas
company that was engaged in negotiations with its creditors in order to avoid Chapter 11 bankruptcy
CONSTELLATION ENERGY
Associate, Oil & Gas Structuring
Baltimore, MD
2014-2015
Structured and modeled physical and financial transactions in natural gas and oil markets worth over $40 million, including
gas storage transactions, Park and Loan (PALs), and fuel supply agreements for oil peaking power plants
Analyzed and valued M&A opportunities in distressed natural gas storage and coal mining companies and assets
Developed models for pricing and analyzing gas and coal transactions, including a back testing algorithm for natural gas
storage and an options model for a global cross-continent coal and freight transaction
Merited President’s Award in 2014 as one of the top three employees across Constellation’s trading floor of over 300
Associate, Power & Renewables Structuring
2013-2014
Structured, valued, and executed over 100 TWh and 300 BCF of power and gas transaction worth over $10 billion that
included tolls, Power Purchase Agreements (PPAs), wholesale load auctions, heat rates, and nuclear outage hedges
Led commodity valuation, market analysis, and due diligence for Exelon’s $530 million sale of Fore River – a 750 MW
combined-cycle gas-fired power plant in Massachusetts
Executed due diligence, market analysis, and commodity valuation for Exelon’s M&A transactions in the Northeast
Identified, analyzed, and evaluated Constellation’s investments in wind farms, natural gas pipelines, and natural gas power
plants, including the development of 200 MW Medway peaking gas power plant in Massachusetts
Analyst, Origination 2010-2013
Performed due diligence and commodity valuation for Constellation’s $1.1 billion acquisition of Boston Generating and its
2,800 MW portfolio of natural gas and oil power plants in Massachusetts
Led commodity and financial valuation and due diligence for Constellation’s development of Harmattan – a proposed 90
MW gas peaking power project in Alberta
Valued and analyzed over $200 million worth executed power transaction, including tolls, swaps, options, capacity sales,
outage risk hedges, and Power Purchase Agreements (PPAs) off conventional and renewable generation facilities
ADDITIONAL INFORMATION
Interests: Playing rugby and soccer, watching tennis, military history, and fiction
Volunteering: The Crossroads School Mentor (2013-2015): Mentored 7th
grade boys from low-income neighborhoods in
Baltimore, helping them with academics and early development of professional skills
Languages: Serbo-Croatian
CHARLES L. SCOTT 271 S. 15
th St, PH, Philadelphia, PA, 19102
631-418-5796 / [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Statistics and Entrepreneurial Management
Philadelphia, PA
2015-2017
Small Business Development Center Consultant – Team leader developing market entry strategies for technology startups
Data & Analytics Club – VP of Alumni building a community for sharing educational materials and career opportunities
One For The World – Co-President growing an organization promoting effective charitable giving in our everyday lives
Ski & Snowboard Club – Co-President leading the single largest Wharton trip with over 1200 students in attendance
Active member of Wharton’s: Technology Club, AI Club, FinTech Club, Entrepreneurship Club, Venture Capital Club
Stats Coursework: Stepwise Regression, Logistic Regression, KNN, LDA, SVM, LASSO, Ridge Regression, Random Forest
UNIVERSITY OF VIRGINIA
Bachelor of Science in Mechanical Engineering, Economics – 3.8 GPA
Charlottesville, VA
2005-2009
Lockheed Martin Scholarship – Awarded to the top mechanical engineering student at UVA
Tau Beta Pi – Served as treasurer for the UVA chapter of the oldest national multi-discipline engineering honor society
Rodman Scholar – Selected for an academic engineering honors program for the top 5% of the engineering school
Phi Society Fraternity, Philanthropy Chair – Founded annual charity event raising over $15,000 in donations to date
EXPERIENCE
KEYSTONE STRATEGY – a premier technology-industry strategy and economics consulting firm
Summer Consultant
New York, NY
Summer 2016
Executed an internal audit of cloud computing operations and key performance metrics, developed a discussion guide and
interviewed cloud computing industry experts, and delivered benchmark recommendations to shorten process times by 90%
Conducted interviews with C-level executives and IT decision makers on enterprise software usage, aggregated and analyzed
40 hours of discussion data, and delivered ERP branding and positioning recommendations later implemented by the client
Developed an expert witness report assessing economic implications of video game marketing practices as relating to VR
DC ENERGY – a quantitative trading firm making investments in the commodity markets
Investment Associate
Vienna, VA
2012-2015
Led a team of seven analysts through preparations of mid-Atlantic power price forecasts; developed trading strategies through
Financial Transmission Rights (FTR) auctions and convinced management to allocate >$100MM of capital annually
Achieved management objective of delivering top three performance for earnings across all FTR market competitors with
over $100MM in returns since being promoted to a leadership role
Initiated and oversaw a 10X speed improvement of our major forecast models allowing faster real-time trade decisions,
mitigating potential losses via hedges and closeouts; backtests suggest historical savings of up to $10MM annually
Led the design, development, and implementation of a forecasting deliverable tracking web tool which leveraged large
datasets to systematically identify, assign, and track relevant tasks, resulting in a forecasting process time savings of >20%
Trained 13 analysts, developed work plans and led performance reviews; direct reports were promoted at above average rate
Initiated an investigation into persistent forecasting accuracy biases and the effect on returns; the resulting adjustments
improved profit and risk projections by up to ~50%, leading to more efficient capital deployment across the firm
Investment Analyst
2009-2012
Developed pricing models integrating R, SQL, and PHP programming languages; forecasted mid-Atlantic power pricing at
over 10,000 locations and up to four years into the future; visualized and communicated insights to senior management
Executed an efficiency analysis of the team’s forecasting process flow, identifying and eliminating low leverage areas
resulting in a 35% time savings (~150 man-hours/month) while retaining 99% of existing value
Conducted a detailed fundamental analysis establishing and confirming a trade hypothesis which became the single largest
investment and source of revenue in firm history with over $50MM in returns
ADDITIONAL INFORMATION
Technical Skills – Fluent: R, SQL Proficient: Shiny, PHP, HTML, Unix, Tableau Basic: Python, Java
Competitive Ultimate Frisbee Player – National Championships Qualifier at both the college (2009) and club (2013) levels
USA Ultimate, Educational Volunteer – Organized workshop educating 125 gym teachers how to teach the sport of Ultimate
AIARE Level 1 Avalanche Safety Certified – Planning, decision making, and companion rescue in avalanche terrain
SAONI SEN 2020 Walnut Street, Unit 11M | Philadelphia, PA 19103 | cell: 908-420-2194 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Majors in Management and Finance
Philadelphia, PA
2015-2017
Marketing Chair of Wharton’s Energy Club and Treasurer of Out4Business
Member of Wharton Finance Club, Restructuring Club, FinTech Club
LEONARD N. STERN SCHOOL OF BUSINESS, NEW YORK UNIVERSITY
Bachelor of Arts in Science, Majors in Finance and Economics
New York, NY
2005-2009
Active in Stern Scholars Program (honors distinction)
Major GPA of 3.7, Dean’s List (5 out of 8 semesters)
EXPERIENCE
SUNOCO
Summer Supply and Trading Analyst (Crude Oil & Refined Products)
Newtown Square, PA
Summer 2016
Conducted fundamental analysis on the global crude oil and refined products markets, including evaluation of supply/demand
factors, refinery production, and political developments.
Investigated a potential new gasoline supply arrangement to determine the possible cost savings over incumbent supplier.
Made recommendations on how to structure/price the supply contract based on this analysis.
BNP PARIBAS
Corporate Banking, Energy & Commodities - Associate
New York, NY
2013-2015
Supported senior relationship managers in marketing to prospective clients, structuring syndicated and bilateral credit
facilities, presenting to potential syndicate lenders, and negotiating legal documentation.
Developed an expertise on the analysis and financing of smaller start-up energy trading and marketing companies with low
capitalizations. Team revenues for these clients increased from $1 million in 2012 to over $5 million in 2015.
Supervised summer interns in preparing a market study on the ethanol industry and fracking-sand industry. The analysis was
used in executing a large syndicated loan for an ethanol distributor.
Corporate Banking / Structured Finance, Energy & Commodities, Analyst
2009-2012
Conducted due diligence and analyzed financial data on private and public energy and energy-services companies, managing
a list of 20+ existing and prospective clients with over $2 billion in authorized credit lines.
Managed preparation of credit proposals and financial models for new transactions and annual credit monitoring reports for
existing transactions. Total credit write-ups averaged 40 per year.
Led annual budget process, involving coordination with 13 relationship managers in performing a bottom-up estimate of
future P/L and capital requirements. Presented holistic report summarizing key performance metrics and drivers to group
leader.
ADDITIONAL INFORMATION
Positions: BNP Paribas PRIDE – Communications Chair, led Human Rights Campaign Corporate Equality Index process.
Interests: Women’s soccer, learning to cook
RASHI SINGH 2101 Chestnut Street, APT 1401, Philadelphia, PA 19103 | 267-474-0338 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate, Exp. Major: Finance
Philadelphia, PA
2015-2017
Awarded Rajaratnam Endowment Fellowship for exemplary academic achievement and leadership potential
Active member of Energy Club, General Management Club and Social Impact Club
Won the second place (among top 19 business schools) at the Ross Renewable Energy Case Competition
INDIAN INSTITUTE OF TECHNOLOGY
Master and Bachelor of Technology in Chemical Engineering (GPA 8.1/10)
Mumbai, India
2005-2010
Top 20% of the class; Master’s thesis on clean coal technology funded by the Oil and Natural Gas Corporation of India
Publicity Manager, Cultural Festival (Mood Indigo) – Led a team of 85 students to design and execute a nationwide publicity
campaign attracting 50,000 students from 450+ colleges
EXPERIENCE
METLIFE INC.
Associate, Global Leadership Development Program
New York, NY
Summer 2016
Led project with the Global Corporate Strategy unit to conceptualize the launch of global competitive intelligence facility
Worked with the Global Brand and Marketing unit on launching a minimum viable product for standardized pre-launch
marketing testing tool.
INTERNATIONAL FINANCE CORPORATION (IFC), WORLD BANK GROUP
Investment Analyst, Infrastructure and Natural Resources, South Asia
New Delhi, India
2013-2015
Investment due diligence for new deals
Conducted due diligence for $150M senior and syndicated debt investment in six wind projects across multiple low-income
regions; one of IFC’s biggest renewable energy projects in South Asia
Executed legal and technical due diligence for early-stage risk capital investment of $2M in two Indo-Nepal cross-border
transmission line projects; IFC Infrastructure Team’s first such transaction in the region
Executed transaction due diligence for IFC’s largest proposed investment in Nepal, a $100M debt and equity investment in a
216MW hydro-power project; chosen as IFC’s representative in a consortium of four large international investors
Received IFC’s annual performance award in 2014 for outstanding contribution towards Nepal Hydro Program
Business development and new investment sourcing
Lead analyst for water and sanitation sector engagements; shaped IFC’s engagement strategy with the Government of India
on infrastructure regulation in the country
Portfolio management for IFC’s investees
Facilitated additional equity fundraising rounds worth $22M for two portfolio companies in India and Bangladesh
Managed relationships, monitored performance and compliance for five investee companies worth $50M in investments in
the renewable energy, water and mobile payments sectors
CREDIT SUISSE
Analyst, Prime Services
Mumbai, India
2010-2013
Analytics for high-profile clients, senior management and trading teams
Designed a tool to formulate priority client strategies on 60% of firm’s hedge-fund portfolio with assets of over $300B
Analyzed daily trading volumes of over $600M to inform trading decisions in European and U.S. capital markets
Developed a dynamic revenue projection model for $700M business unit with 19 product lines across three regions
Risk, controls and forecasting
Managed a three-member risk and controls team to streamline firm’s currency risk monitoring process
Modeled currency risk movements for Asian trading desk to inform hedging strategies protecting over $35M in assets
Credit Suisse Recruitment Core Team: Ambassador and mentor for firm-wide recruitment initiative at top five Indian colleges
ADDITIONAL INFORMATION
Positions: Associate, Samarthan – Centre For Development Support, a non-profit organization focused on economic
development for the poorest; Volunteer, Nitya Seva, a non-profit organization focused on underprivileged children
Interests: Middle Eastern non-fiction, Indo-Anglian literature, Cooking, Swimming, Yoga
Languages: Native fluency in Hindi; elementary proficiency in Spanish; studied Sanskrit for eight years
DANIEL SPRECHER 1489 Webster Street Apt 516 | San Francisco, CA 94115 | 267-671-8198 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Entrepreneurial Management
Philadelphia, PA
2015-2017
First Year Director’s List (top 10%); GMAT 730 (96th
percentile); Selected into Semester in San Francisco technology program
Member of Wharton’s Technology Club, Energy Club, and Innovation & Design Club
BROWN UNIVERSITY
Bachelor of Arts in Computer Science, Economics - GPA: 3.9/4.0
Providence, RI
2005-2009
Independent Study with Turing Prize Winner (Nobel of computing): algorithm energy efficiency across hardware architectures
“Cleantech Careers Forum” Founder: School funded panel of a Flagship Ventures Partner and Ignite Clean Energy Chairman
Mock Trial Captain: Led novice eight-member team to rank 28th
out of 650 teams nationally
EXPERIENCE
MCKINSEY & COMPANY
Silicon Valley Office Summer Associate
Palo Alto, CA
2016
Evaluated smart cities IoT potential and commodity effects on stock price as part of doubling a Fortune 500 company’s ROIC
Compiled a baseline for a top technology firm’s finance department to pinpoint an expected 60% operational time savings
GROOM ENERGY SOLUTIONS
Hotel Marketing Director
Business Development Manager
Boston, MA
2014-2015
2012-2015
Inc. 5000 company that sells energy efficient upgrades –consulting to installation –for commercial and industrial needs
Launched new product offerings for hotel and manufacturing markets and grew them into $20 million revenue pipelines
Strategic planning & analysis
Obtained CEO endorsement of a product plan that identified a billion dollar hotel sub-market with specific capability needs
Assessed historical company-wide financial product performance to establish success metrics for new offerings
Product execution
Constructed a web-based power metering minimum viable product and iterated to become contracts for over a million dollars
Designed operations automation software that eliminated 62% of proposal development time
Relationship development and marketing
Guided a client Global Operations Engineer through ten projects and an award-winning 55% industrial energy reduction
Negotiated the nation’s first comprehensive, multi-utility incentive program for a private equity client
Created hotel marketing that converted half of prospects to pilot meetings and remotely modeled client value to within 5%
POWER ALLY
Founder
Boston, MA
2012
An internet-enabled broker making energy purchasing sustainable, affordable and transparent to small consumers
Identified an $8 billion market inefficiency in residential energy procurement contracts through primary pricing evaluation
Led an eight-person team through website & brand design, a 100 survey customer analysis and financial projections
Won Cleantech Open semi-finalist standing; but team found customer acquisition costs precluded attractive growth
VCHARGE INC.
First Employee, Mid-Atlantic Project Manager
Cranston, RI
2010-2012
An Internet-Of-Things company that balances the electric grid through distributed, internet-connected appliances
Closed 500kw of contracts and implemented the first distributed, real-time market, residential, electric-grid-balancing system
Developed an updating reporting model that reduced software debugging time by over 50% and justified 10% higher pricing
MASSACHUSETTS LEGISLATURE
Research Director, Joint Committee on Telecommunications, Utilities and Energy
Boston, MA
2009-2010
Briefed the Chair on all policy issues and advanced an updated recycling bill through Committee for the first time in a decade
ADDITIONAL INFORMATION
Technical Skills: Java, C/C++, VBA, Scripting Languages and GIS software
Interests: Salsa dancing, fine woodworking, squash, and technology in machine learning and sustainability
ROMAN STAHL 115 South 21st Street, Apt 101, Philadelphia, PA 19103
[email protected], +1 (408)-718-3381
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate, Major in Finance
Philadelphia, PA
2015-2017
GMAT Score: 760/800 (99th Percentile)
Private Equity & Venture Capital Club – Member and Conference Officer
German Club - Founding Officer
Photography Club - President
Wharthogs (Rugby) - Head of Marketing and Communication
UNIVERSITY OF CALIFORNIA, SANTA BARBARA
Bachelor of Science, Major in Financial Mathematics and Statistics
Santa Barbara, CA
2006-2010
Undergraduate GPA: 3.6 out of 4.0
Dean’s Honor for 3 quarters (GPA above 3.7)
Technology Management Program Certification (TMP)
Studied technology commercialization, new venture creation, and best practices for fostering innovation
Built business plan for biofuel company utilizing algae as primary energy source
EXPERIENCE
AGC EQUITY PARTNERS (~$5bn AUM focused on Real Estate, PE and Venture)
Summer Associate
London, UK
Summer 2016
Developed investment thesis, created teaser presentation and built valuation/return model for a UK luxury
retailer that led to $60m bid
Analyzed regional commercial real estate trends for $200m data center acquisition
Researched franchising models in the Middle East for potential new fund structure
CITIGROUP
Associate – Municipal Securities Division
Analyst – Municipal Securities Division
Los Angeles, CA
2013-2015
2010-2013
Consistently ranked at top of 2010 Analyst/Associate Class
Created first annual industry review booklet distributed to industry professionals – a practice later adopted as a
department-wide initiative
Advised clients from analyzing debt financing structures to highlighting financial and credit rating impacts
Senior Managed $51bn municipal bonds in 42 transactions for 30 different issuers to provide funding for
capital projects or generate debt service savings
Selected Transaction Experience:
Identified unique $335m Build America Bond refunding for Las Vegas Valley Water District to generate
savings, eliminate federal sequestration impact and increase debt portfolio flexibility
Executed first post-redevelopment-district-dissolution tax allocation bond financing program as lead banker
ADDITIONAL INFORMATION
Interests: Soccer, Jazz/Blues, Backpacking (Travel and Outdoors), Rugby, Photography
Languages: Native German speaker
Work Authorization: German Citizen, U.S. Permanent Resident/Green Card Holder
Licenses: FINRA Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law
Examination) and 79 (Investment Banking)
BRANDON M. TRAMA 202 Captain’s Way Philadelphia, PA 19146 ∙ (949)-689-5666 ∙ [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Philadelphia, PA
2015-2017
Wharton Veterans’ Club 2016-2017 Co-Director of Admissions.
Wharton Energy Conference 2016 Logistics Co-Chair.
JOHN F. KENNEDY SPECIAL WARFARE CENTER
Special Forces Qualification Course (Green Beret) Candidate
Fort Bragg, NC
2010-2012
Ranked #3 of 30 graduating Captains, earning the U.S. Army Special Forces Tab and Green Beret.
HARVARD COLLEGE, FACULTY OF ARTS AND SCIENCES
Bachelor of Arts in Economics, Foreign Language Citation in Mandarin Chinese
Cambridge, MA
2002-2006
EXPERIENCE
EVERCORE
Investment Banking Summer Associate
Houston, TX
Summer 2016
Advised on nine transactions spanning global oil and gas upstream, midstream and oilfield services sectors including buy-
side mergers and acquisitions, asset acquisitions and divestitures and restructuring.
Created discounted cash flow and precedent transactions models used to execute a $150 million combined
upstream/midstream asset reverse drop-down and sale from a natural gas gathering and processing MLP.
Conducted in-depth research on the oil well liner hanger and deep water cementing tool sectors to project combined revenue
synergies for simultaneous $153 million and $325 million corporate acquisitions by a single oilfield tool manufacturer.
Conducted net asset valuation for the upstream assets of a distressed Canadian exploration and production company
facilitating the restructuring of over C$1.5 billion of debt and reducing the company’s overall debt burden by C$1.17 billion.
Analyzed global crude oil storage trends to project storage facility cash flows at strategic shipping hubs on three continents in
support of a fairness opinion rendered on a $93.5 million drop-down from a privately held international merchant trading
house to a U.S.-registered MLP.
GSO CAPITAL PARTNERS, THE BLACKSTONE GROUP
Pre-MBA Intern
New York, NY
Summer 2015
Performed operational due-diligence and financial analysis on syndicated and privately originated high-yield credit
instruments in the oil and gas exploration and production and oilfield services sectors.
Developed an industry-specific company comparable model used to target and negotiate origination terms with Canadian
exploration companies that had not previously issued U.S. dollar-denominated securities.
Conducted covenant analysis and constructed time-sensitive operational cash flow and reserve valuation models in support of
a $55 million anchor investment in a Canadian exploration company’s initial U.S. issuance.
Modeled and analyzed effects of pro forma leverage on a U.S. oilfield services company issuing notes in support of the first
hydraulic fracturing joint venture with a Chinese state-owned oil company targeting Chinese domestic shale oil.
1ST SPECIAL FORCES GROUP and 10TH MOUNTAIN DIVISION, U.S. ARMY
Special Forces (Green Beret) Operational Detachment Commander and Rifle Platoon Leader
Various Locations
2006-2015
Commanded politically sensitive missions with total budgets exceeding $8 million spanning Iraq, Thailand, the Philippines,
Indonesia, Malaysia, Singapore, Australia, New Zealand, and Japan enhancing security ties with strategic partner nations.
Spearheaded a strategic analysis and planning team that authored key components of the U.S. DoD's counter-ballistic missile
contingency plan for joint U.S.-Republic of Korea defense.
Countered transnational fundamentalist insurgency on the Malay Peninsula by training over 120 Thai and Malaysian soldiers
and police officers for combat operations in contested regions, reducing civilian deaths in targeted areas by over 25%.
Ranked #1 of 18 Detachment Commanders in 1st Battalion, 1st Special Forces Group. Led an 85-soldier Special Forces
Company through training for combat operations in the Philippines, earning the Meritorious Service Medal.
Served as primary advocate for U.S. security priorities in multilingual strategic dialogue with Cambodian and Chinese senior
military officers at the largest non-U.S.-hosted multinational counterterrorism conference in the Pacific.
Led a 35-soldier Rifle Platoon with $2.5 million+ worth of equipment on over 300 combat patrols in East Baghdad with no
loss of life or equipment. Earned the U.S. Army Combat Infantryman's Badge.
ADDITIONAL INFORMATION Interests: Weightlifting, New England professional sports teams, Golf
Languages: Mandarin Chinese (Intermediate proficiency)
ALEKSANDRA (SASHA) VASILYEVA 135 S. 17
th St. #1409
Philadelphia, PA 19103
512-586-6947
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Double Major in Statistics and Business Analytics
Philadelphia, PA
2015-2017
Member of Investment Management Club and Energy Club
Organizer of Biannual Retreat for Russian-Speaking MBAs from Top Business Schools
THE UNIVERSITY OF TEXAS AT AUSTIN, MCCOMBS SCHOOL OF BUSINESS
Bachelor of Business Administration, Major in Finance
Austin, TX
2005-2008
EXPERIENCE
CAPITAL GROUP
Data Scientist Summer Associate, Advanced Analytics
Los Angeles, CA
Summer 2016
Computed firm’s standing among active money managers using four ranking methodologies
Identified trends among top/bottom performing funds using R (statistical computation and graphics tool)
Conducted comprehensive analysis of distribution territories, identified weak performers, and recommended strategies to
improve sales in those regions
WELLS FARGO
Assistant Vice President, Corporate Market & Institutional Risk
Charlotte, NC
2014-2015
Developed comprehensive Daily Liquidity Assessment for all major asset classes traded by Wells Fargo Bank
Analyzed market risk and revenue data and delivered market risk analyses for the CFO and Chief Risk Officer
Fundamental Value Commodities Trader, Commodities Trading 2008-2013
Priced and traded natural gas swaps, options, costless collars, 3-way collars, and customized structures for clients
Executed over 80 customer deals resulting in $270k natural gas marketing revenue in 2012 and 2013
Generated $700k in 2011 P&L trading own fundamental value book
Led weekly meetings covering natural gas and power market updates
Built ATM volatilities, price curves for natural gas and natural gas basis locations Developed fundamental natural gas
supply/demand model based on linear regressions customized for each state using Bentek pipeline flow data, historical
temperatures, and population density
Forecasted with high accuracy weekly and seasonal natural gas storage inventory using own supply/demand model
Conducted fundamental analysis of energy, power, and metals market dynamics by analyzing companies’ financial
statements, annual filings and reports, and investor presentations
Researched investment flows into commodity ETFs and impact on underlying commodity prices
Built model to analyze price correlations between physically vs. paper backed ETFs and underlying commodities
Developed and executed cross-commodities strategies for trading oil, natural gas, base and precious metals
Analyzed changes in oil pipelines infrastructure, Cushing takeaway capacity, and WTI & Brent supply/demand
Developed database for analyzing oil and products inventory, days of supply, and utilization rates
Managed risk, executed trades, and monitored positions for head trader upon request
Supervised, mentored, and guided two summer analysts
Calculated variable costs of natural gas transportation and implied demand for North East and Gulf regions
Analyzed natural gas pipeline flow changes due to outages, pipeline expansions, and hurricane caused damages
Priced/executed trades for clients hedging natural gas basis locations and managed risk resulting from client deals
Produced research and generated trading ideas based on investment flows, fundamental and technical analyses
GOLDMAN SACHS
U.S. Power Scheduler Summer Analyst, Commodities Logistics
New York, NY
Summer 2007
Scheduled power for several U.S. regions and prepared daily risk management reports; interacted with external clients
Received full-time offer
ADDITIONAL INFORMATION
Skills: R, SQL,VBA, Passed CFA Level I, Bloomberg, MS Office, Bentek, Endur, fluent in Russian and Spanish
Interests: Junior Achievement Volunteer, half-marathons, hiking, international travel, reading
ANKITA VERMA 440 Davis Ct, Apt 1403 - San Francisco, CA 94111
267-240-5970 - [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration, Major in Finance and Statistics
Philadelphia, PA
2015 - 2017
Pro-bono consulting with USAID funded Kenya based startup – helped them raise round C of funding and expand in Africa
Member of the PEVC Club, Energy Club, Member of the Technology Club
Selected to participate in the Semester in San Francisco program focused on entrepreneurship and technology
GMAT Score: 770/800
INDIAN INSTITUTE OF TECHNOLOGY
Master in Science (MS+BS), Major in Mathematics and Scientific Computing
Kanpur, IND
2005 - 2010
Top 10% of the graduating Class
Student Coordinator and Chief Editor, ‘Notes in Engineering Research & Development’, The Science & Technology Weekly
Dept. Internship Coordinator, Student Placement Office
EXPERIENCE
VAYYAR IMAGING PVT, LTD Tel Aviv, Israel
Product Strategy & Business Development Summer 2016
Scoped product requirements for their low cost, low radiation breast cancer screening device for the Indian market
Forged partnerships with leading hospital chains in India for collaboration over clinical trials and commercial launch
ISRAEL CLEANTECH VENTURES Tel Aviv, Israel
VC and Investing Summer 2016
Investment diligence on companies at the intersection of Agriculture and Cleantech
- Financial/ tech diligence including interviews with SMEs, past investors and end users for a precision ag. Company
SUNEDISON INDIA PVT. LTD.
Project Finance & Business Development
Mumbai, IND
2014 - 2015
Led strategy and program management for the IPO of their $675 Mn Yieldco – Terraform Global
Managed the asset transfer process for the India, China, South Africa and SEA assets and mitigated delay of 6-10 weeks in
IPO process by timely identification of key bottlenecks in the transfer process
Facilitated the bridge draw of $500Mn by overseeing the due diligence process with the investors’ legal teams
GENNEXT VENTURES/ TAKSHASHILA CONSULTING
VC, Consulting
Mumbai, IND
2013 - 2014
Seconded as a full time employee by my client, GenNext Ventures and managed their CleanTech portfolio
Led the launch of their startup accelerator, GenNext Innnovation Hub, in partnership with Microsoft
Spearheaded the partnership between the parent firm, Reliance Industries Ltd. and Carbon War Room, an international NGO
working on Clean Technology and facilitated a PPP targeting ~8Mn tons of carbon reduction and 1Mn energy jobs
Ramped up the commissioning of 25 MW solar power plant for a leading EPC company in India brining forward the
installation by 3 months leading to a cost benefit of ~$1Mn
Created the business plan for a $10 Bn payments business in the Indian market and identified key remittance corridors for
setting up a pilot project for the domestic and international remittance business
ALTISOURCE PORTFOLIO SOLUTIONS PVT. LTD.
Financial Services
Mumbai, IND
2011- 2013
Created an Early Delinquency Indicator model to predict the delinquency behavior of borrowers and implemented a new
optimization algorithm for an existing loan servicing model which improved its performance by 6%
DELOITTE CONSULTING INDIA PVT. LTD. Hyderabad, IND
Technology Consulting 2010 - 2011
Worked with clients across Cloud Solutions, Food and retail and created software solutions for them
ADDITIONAL INFORMATION
Interests: Mountaineering – Scaled Everest Base Camp, Mt.Trolltunga, Mt. Triglav
Volunteer: Taught underprivileged kids at Skill Foundation, an education focused NGO and sponsored a girl child
Languages: Native speaker of Hindi, Basic Spanish
TIFFANY XINGYU WANG 57 Lapidge Street, CA 94110 +1 (267) 905 02 58 [email protected]
EDUCATION
THE WHARTON SCHOOL & KLEINMAN CENTER FOR ENERGY POLICY
UNIVERSITY OF PENNSYLVANIA
MBA, Major in Statistics; Certificate in Energy Management and Policy
Philadelphia and San Francisco, USA
2015-2017
Mentored by Bill Hederman, Senior Advisor to Secretary of DOE, to design an efficient policy architecture for energy storage
deployment. The project involved major utilities, government entities, private investors, hardware and software providers
Director of Data & Analytics Club and Innovation & Design Club, in charge of company collaborations and workshops
Took Product Design, Analytics and Machine Learning classes at Penn Design and Engineering Schools
INSTITUT D’ETUDES POLITIQUES DE PARIS
Master of Finance & Strategy, Major in International Project Finance
Paris, France
2008-2010
Student Union’s Committee Member, in charge of speaker series on campus
FUDAN UNIVERSITY (top university in China with an admission rate of 5%)
Bachelor of Law, Major in International Relations and Public Administration
Fudan Renmin Scholarship for 4 years (based on academic and personal achievements)
Co-founder of Youth Innovation Competition on Global Governance, sponsored by UNDP and Volvo Group
PROFESSIONAL EXPERIENCE
SALESFORCE
Product Manager, Wave Analytics Cloud
San Francisco, USA
Summer 2016
Developed product features of predictive analytics for service use cases
Managed a product team of five, two engineers, one data scientist and two designers
The feature will be launched at Dreamforce 2016
HYPERLOOP TRANSPORTATION TECHNOLOGIES
Head of Business Development for Asia Pacific
San Francisco, USA and Asia
2016
Lead business development for HTT in Asia
THE CO-FOUNDRY (ICT incubator based in Singapore)
Board Member & Angel Group Lead
Singapore
2015
Worked with startup founders on market strategy, UX/UI design, and revenue models, resulting in 2 startups raising seed money
Developed investor relations and established extensive networks in startup ecosystem in Southeast Asia
Presented FinSurgents and Power of Disintermediation at Fintech Challenge 2015, attended by over 30 startup founders
STANDARD CHARTERED BANK
Vice President/Associate/Analyst, Clean Energy and Tech Finance
Singapore & Beijing, China
2011-2015
Managed 11 energy and infrastructure asset financings valued at >$1 billion, in charge of business development, term sheet and
contract negotiation, due diligence, and asset valuation
Led Chinese outbound energy financings into Southeast Asia and Africa under China’s “One Belt, One Road” initiative
Brought 2 award-winning projects from inception to completion: (i) Thomson Reuters Renewable Deal of Year 2012 for a solar
financing in India; (ii) Malaysian Greentech Award 2013 for a first-of-its-kind solar portfolio financing in Malaysia
Advised Singapore government on energy efficiency investment mechanism and gained exposure to IOT in energy and transport
Selected for High Potential Program by being ranked top 5% in performance
BNP PARIBAS
Analyst, Energy & Commodity Finance, Investment Banking
Implemented c. $2.0 billion energy project financings in sub-Saharan Africa
Catalyzed strategy planning for investments in sub-Saharan countries; compiled a research paper on market potential, private-
public partnership maturity, equity return and overall attractiveness of investments across the region
Originated Asia-Africa corridor deals in oil & gas: Advised Asian SoEs (eg. Sinopec) to invest in sub-Saharan oil & gas deals
(eg. Nigerian refineries and Ghanaian oil fields)
ADDITIONAL INFORMATION
Volunteer work: Launched a philanthropy initiative to rebuild a new village to house over 200 families in Cebu after Typhoon
Yolanda disaster in 2013; partnered with the local foundation GK and gained support from Standard Chartered’s charity fund
Languages: native-level fluency in Mandarin, Shanghainese and French; intermediate-level fluency in Spanish
Skills: accelerating smart energy technologies in emerging markets, SQL, Python, R, JMP
Interest: fusion cooking, wine tasting (WSET certified), squash, tango (amateur performer), travelling (across 5 continents)
Press: Curator and Editor of Energy & Clean Tech Digest for Startup Digest (>900K subscribers)
STEVEN S. WARNER 2409 South Street, Philadelphia, PA 19146 | 304-376-1601 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Philadelphia, PA
2015-2017
Vice President of Wharton’s Veterans Club; Student Life Fellow; member of Consulting Club, Politics & Public Policy Club
MISSOURI UNIVERSITY OF SCIENCE & TECHNOLOGY
Master of Science in Engineering Management; GPA 4.00
Rolla, MO
2012-2013
UNITED STATES MILITARY ACADEMY
Bachelor of Science, Major in Systems Engineering
West Point, NY
2004-2008
Dean’s List all eight terms; Tau Beta Pi Engineering Honor Society; internship at Soto Cano Airbase, Honduras; Protestant
Chapel Choir; intramural football, handball
EXPERIENCE
DICK’S SPORTING GOODS Pittsburgh, PA
MBA Strategy Summer Associate 2016
Analyzed current and potential performance of digital marketing platforms for the company’s signature business; developed
strategy for integrated marketing efforts across all channels to drive sales of new and expanded product lines
Delivered strategy and organizational recommendations to the CEO and Executive Team; key elements of proposal adopted,
including increased marketing spending
2D ENGINEER BATTALION
Operations Officer and Executive Assistant to Battalion Commander
White Sands Missile Range, NM
2013-2015
Planned and resourced mission essential training for 550 Soldiers preparing for deployments to Africa and Afghanistan
Command-selected as lead planner for the battalion’s deployment to the National Training Center, CA, a month-long combat
exercise; planned and executed the successful movement of 250 soldiers, 50 vehicles, and $30mm of equipment
Developed and implemented “Sapper Steel Warrior Program” for the battalion; leveraged sport psychologists to create a
leading-edge training program to improve Soldiers’ skills while under combat-like duress
One of four out of 550 Soldiers selected for the Army’s Master Resiliency Trainer Course; certified to teach resiliency
competencies and skills to leaders and organizations of up to 500 people
554TH ENGINEER BATTALION
Advanced Career Development
Fort Leonard Wood, MO
2012-2013
Selected for advanced career development education, civilian graduate degree program, and elite military leadership training;
graduated US Army’s Engineer Captain's Career Course with top honors
173D SPECIAL TROOPS BATTALION AND 54TH ENGINEER BATTALION
Platoon Leader, Company Executive Officer, and Assistant Operations Officer
Afghanistan and Bamberg, Germany
2009-2012
Commanded 35-man Sapper Platoon on 150 combat missions; recognized as best route clearance platoon leader and in the
top 10% of all lieutenants in the region; awarded Bronze Star Medal for exceptional and meritorious leadership in combat
Coordinated logistics and served as Officer in Charge of US Army Europe’s 2012 Best Sapper Competition; managed over
220 support personnel and competitors from seven different European bases
Analyzed feasibility, designed, and led construction of an Afghan National Police checkpoint; coordinated a 30-man Afghan
police unit and 20 local civilians to complete project 50% under budget and 20% under projected time
Second-in-command of 300-Soldier company; managed day-to-day operations of the company while planning logistical
operations for 500 Soldiers returning from deployment
Purple Heart recipient for wounds sustained from an improvised explosive device (IED) attack during combat; found and
cleared 52 IEDs along major supply routes in Afghanistan; led platoon through 32 direct and indirect attacks/firefights
ADDITIONAL INFORMATION
Graduate of US Army’s Ranger School, Sapper Leader Course, Airborne School, and Pathfinder School; secret clearance;
registered Engineer-in-Training
Interests include American politics; comparative religion studies; travel (to 35 countries); cooking; fitness
CRYSTAL WEI, CFA 2300 Walnut St Apt 228 Philadelphia, PA 19103 215-600-8676 |[email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance and Management
Philadelphia, PA
2015 – May 2017
Recipient of Wharton Lauder Fellowship | GMAT 770 (99th percentile; V-45/99%; Q-50/89%)
Restructuring & Distressed Investing Club – Conference Co-Chair and VP of Education
Member of Investment Management Club, Energy Club, Canada Club
ROTMAN SCHOOL OF MANAGEMENT, UNIVERSITY OF TORONTO
Bachelor of Commerce (Graduated top 8% of class, GPA. 3.7/4.0) Toronto, ON
2006 – 2010
Major in Accounting and Finance | Dean’s List (2006-2010) | High Distinction
Summer exchange at International Christian University, Tokyo, Japan
EXPERIENCE
BANK OF AMERICA GLOBAL CREDIT AND SPECIAL SITUATIONS
Summer Desk Analyst, Distressed Credit and Special Situations
New York, NY
Jun – Aug 2016
Analyze credit fundamentals for selected performing and stressed/distressed situations within corporate credit including bank
loans and high yield notes in specialty retail and offshore service vessels sectors
Integrate trading perspectives into credit analysis by working closely with the sales and trading team to identify current and
potential players, event triggers, and value drivers for developing trading/investment strategies across capital structure
Delivered research projects through presentation and a single page of summary thesis, valuation and recovery analysis;
answer financial, legal, and strategic questions from both the distressed credit research and trading teams
SCOTIABANK GLOBAL BANKING AND MARKETS
Equity Research Associate, Energy Infrastructure
Toronto, ON
May – Aug 2015
Covered 24 stocks – MLPs, renewable and merchant generators, midstream and utilities (e.g. EEP, ENB, TRP, TCP, TA)
Developed investment theses, built valuation models and conducted fundamental research, including meeting management
teams and analyzing primary data sources, and liaison with institutional clients, trading desk and sale
Built financial models by applying SOTP, DCF and trading multiples on a segment-by-segment basis to evaluate various
power assets such as coal, natural gas, wind and hydro; drafted and released quarterly comments on company earnings
MOODY’S INVESTORS SERVICE
Fixed Income Research Associate, Energy Infrastructure
Toronto, ON
2013 – 2015
Evaluated an issuer’s proposed $5bn acquisition; modeled the target’s financials by estimating plant-by-plant electricity
production, price, capacity factors and operating expenses; forecast annual EBITDA 2% below actual
Held frequent confidential discussions with senior management prior to announcements of major transactions for optimizing
capital structure and funding large capital programs; conducted credit analysis that influenced issuer’s capital allocation and
strategic decisions such as debt vs. preferred share issuance and timing of acquisition
Collaborated with other industry coverage groups – oil and gas, industrials and transportation to research topics such as
North American oil production, pipeline/rail energy transportation, and LNG export; named as co-authors in research reports
and recognized by firm’s global research award for key contribution
Championed the group initiative of building a central database for all rated U.S. utilities, integrating issuer attributes such as
rate base, ROE, and holdco/opco debt; presented beta version to the New York headquarter and recognized by group head
DELOITTE & TOUCH LLP
Senior Associate, Audit & Advisory
Toronto, ON
2010 – 2013
Led engagement teams of 4-10 and acted as liaison between firm and client’s management and Board; negotiated consensus
between client and firm regarding application of financial reporting standards
Assisted clients with the transition from GAAP to IFRS; recommended and interpreted new regulations in client’s business
context and verified adjustments to financial statements; ensured on-time and high quality reporting
ADDITIONAL INFORMATION
Professional Designations: Chartered Financial Analyst (CFA) | Chartered Accountant (Canada-Ontario)
Languages: Chinese (native), Cantonese (fluent), Japanese (conversational)
Interests: Distance running, tennis, piano
MICHAEL WINDLE 185 Putnam Ave | Cambridge, MA 02139 | 281-684-2026 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Philadelphia, PA
2014-2017
Joseph Wharton Fellowship (For Academic and Professional Accomplishments); GMAT 750 (98th percentile)
Lipman Family Prize Fellow, PricewaterhouseCoopers Scholar and Wildmen Hockey Team Member
JOHN F. KENNEDY SCHOOL OF GOVERNMENT, HARVARD UNIVERSITY
Master of Public Administration Candidate
Cambridge, MA
2015-2017
Course Assistant – Operations Management
UNIVERSITY OF TEXAS AT AUSTIN
Bachelor of Arts in Government, Minor in Mathematics, Certificate in Ethics and Leadership
Austin, TX
2003-2010
Led Tax Free Textbook Task Force, creating network of students state-wide to lobby the Texas Legislature for a sales
tax exemption on textbooks. Coordinated 4,500 hours of campus service projects for Alpha Phi Omega service group
EXPERIENCE
GENERAL MOTORS
Treasury Office, Capital Planning MBA Intern
Detroit, MI
Summer 2016
Created driver-based financial model forecasting key metrics by country and region, across GM’s global 10 year plan.
Developed scenario analysis and corporate valuation calculations. Supported decisions on capital actions.
BOSTON CONSULTING GROUP
Summer Consultant
Los Angeles, CA
Summer 2015
Developed international growth options for global construction firm seeking to grow revenues by $1B within 5 years.
Conducted competitive benchmarking for global vehicle manufacturer to eliminate $40M+ in exchange rate costs.
AMERICAN RED CROSS NATIONAL HEADQUARTERS
Corporate Strategy Officer
In-Kind Donations Senior Associate
Disaster and International Fundraising Associate
Washington, DC
2013-2014
2011-2013
2008-2011
Provided internal consulting, project management and troubleshooting for field staff in 11 states. Supported partner-
specific projects (via stakeholder management & project execution) to meet a $27M corporate fundraising goal.
Piloted innovative supply chain partnership with corporate donors, saving $1M in first year, with plan for future growth.
Following Hurricane Sandy, created industry wide partnership with 8 major rail companies to demobilize 215 vehicles
from the NY/NJ area to their respective home locations, avoiding 300,000 driving miles and saving $600,000 in costs.
Developed and grew in-kind partnerships with Fortune 500 companies including P&G, UPS, The Home Depot,
Walmart, and The Clorox Company.
Deployed for one month to tornado response in Alabama. Managed team of local and deployed volunteers,
coordinating in-kind donation acceptance, tracking and utilization for $2.5M+ worth of donated goods and services.
ADDITIONAL INFORMATION
Program Advisor, Ashoka’s Catapult Incubator (2014)
Certified Associate in Project Management (CAPM), Project Management Institute (2014)
Second Place Award, Notre Dame MBA Mini Deep-Dive Challenge Virtual Case Competition (2013)
Additional Employment: Brookings Institution (2008), US EPA (2005), American Red Cross Internships (2005-2008)
Interests: Photography, Running, Cycling
YUE (PETER) YU 2400 Chestnut St., Apt. 2506 Philadelphia, PA 19013
281-785-5809 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance and Strategic Management
Philadelphia, PA
2015 – 2017
GMAT: 760 (99th Percentile)
Finance Club VP, General Management Club Director, and Wharton Energy Conference Logistics Director
Member of General Management, Finance, Energy, Greater China, Public Speaking, Ski, and Hiking Clubs
TEXAS A&M UNIVERSITY, COLLEGE OF ENGINEERING
Bachelor of Science, Summa Cum Laude, Industrial Engineering with minor in Mathematics
College Station, TX
2008 – 2011
Cumulative GPA: 3.97; Ranked 1/105 in Industrial Engineering Department; Awarded Leadership & Academic Scholarships
Vice President of Operations Research Club
EXPERIENCE
EXXONMOBIL Dallas/Houston, TX
Corporate Treasurer’s, MBA Intern Summer 2016
Led evaluation of multi-billion dollar Euro Commercial Paper program that identified $18 million potential annual saving
Engaged with 5 investment banks to assess market liquidity, interest rates, and credit rating requirements
Collaborated with Tax, Affiliate Finance, and Cash Management to identify tax efficient structure to repatriate money to US
Presented recommendations and implementation plan to Vice President-Treasurer
THE DOW CHEMICAL COMPANY Houston, TX High Potential Employee with fastest promotion among peers
Lead Supply Chain Expertise Specialist 2014 – 2015
Supply Chain Expertise Specialist 2012 – 2014
Supply Chain Analyst 2011 – 2012
Supply Chain Design and Modeling
Implemented simulation and network optimization models to design North America supply chain for Agricultural business,
reducing $7 million in logistics cost and 30% of storage capacity requirement
Created inventory models for Ethylene, Propylene, Ethane, and Propane to support Hydrocarbons business’ Gulf Coast
production capacity expansion strategy, saving 20% of inventory cost
Designed and implemented integrated production planning and inventory management system for Pharma & Food Solution
business, reducing inventory cost by 15%
Spearheaded distribution network model design and scenarios analysis to evaluate North America packaging and distribution
strategy for Performance Plastics business, reducing supply chain cost by 24%
Cross Functional Teamwork and Collaboration
Interviewed business general managers as well as finance, commercial, manufacturing, and supply chain directors, to perform
end-to-end supply chain assessment for Performance Monomers business
Partnered with business development, manufacturing, and R&D teams to assess back integration strategy of sugarcane-based
feedstock in Brazil, reducing supply chain cost by 15%
Led manufacturing and supply planning teams to revamp the Sales and Operations Planning process for Coatings business
Co-presented change management workshop for 50-person global business team to implement production planning system
Leadership and Project Management
Led five 30-year veterans to create asset auditing plan for 50 global manufacturing sites; Coordinated 50 manufacturing site
leaders to build database for marine, rail, truck, and packaging assets
Coordinated six-member team to resolve operational bottlenecks for a Brazil plant; Coached an analyst to build simulation
model to analyze packaging, formulation, and storage capacity constraints that justified a $0.5 million capital investment
Partnered with supply chain director of Building & Construction business to redesign Japan’s distribution network
ADDITIONAL INFORMATION Interests: running, football, basketball, Texas BBQ, and travel
Community Service: United Way Ambassador – organized cook-off event that hosted 500 people and raised $3000; BP MS 150
Cycling Coordinator – led 10 volunteers to serve 150 cyclists
Languages: Native speaker of Mandarin