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EDUCATION:
THE UNIVERSITY OF VIRGINIA
The Darden Graduate School of Business Administration
• Candidate for Master of Business Administration, May 2005
• Recipient of the Consortium for Graduate Study in Management Fellowship
• Darden Capital Management Club, Finance Club, and Media, Entertainment & Sports Club
THE UNIVERSITY OF CALIFORNIA AT BERKELEY
The Walter A. Haas School of Business
• Bachelor of Science in Business Administration, December 1996
• Bachelor of Arts in History, December 1996
• Dean’s List Student, Academic Tutor Volunteer and Member of the University’s Crew Team
EXPERIENCE:
Summer 2004 LEHMAN BROTHERS Chicago, IL
Leverage Finance / Financial Sponsors Group, Summer Associate
2002 – 2003 DYMAS CAPITAL MANAGEMENT COMPANY, LLC Chicago, IL
Merchant Banking / Financial Sponsors Group, Associate – Middle market provider of senior, junior
secured, mezzanine and equity capital for the private equity and corporate community
• Drafted underwriting memoranda for multiple industries and debt products.
• Developed complex leveraged buyout and operating models.
• Created financing capital structures, determined debt product pricing and executed syndication.
• Reviewed credit agreement language and negotiated financial covenant levels.
• Examined over 80 transactions for business value characteristics and lending criteria.
1998 – 2001 CREDIT SUISSE FIRST BOSTON New York, NY
Leveraged Finance / Financial Sponsors Group, Financial Analyst (1999-2001)
• Provided capital for private equity and corporate clients in LBOs, recapitalizations, mergers &
acquisitions, senior credit facilities, private placements and high yield transactions.
• Performed comprehensive LBO, operating and valuation modeling.
• Drafted marketing, roadshow, rating agency and board presentations.
• Structured, priced and syndicated debt products with capital markets.
Selected Transaction Experience
¾ Exide Corporation: Lead arranger for $250MM add-on B tranch facility with 3% warrants to
finance acquisition of GNB Technologies.
¾ Mary Kay Inc.: Lead arranger for $400MM credit facility to alleviate liquidity constraints and
eliminate existing facility maturity issues.
¾ Industrias Unidas, S.A. de C.V.: Lead manager for $225MM bond offering of foreign issuer
to refinance existing debt and finance shareholder dividend.
¾ VDI Multimedia: Lead arranger for $110MM credit facility and $40MM mezzanine note
placement for leveraged buyout by Bain Capital.
¾ Scholastic Inc.: Co-lead arranger for $400MM 364-day credit facility to finance equity
purchase of Grouse and refinancing of existing debt.
Asset Finance Group, Financial Analyst (1998-1999)
• Supported asset securitization underwriting process involving equipment lease receivables, franchise
loans, manufactured housing loans, and credit card receivables.
• Assessed asset risk, evaluated payment delinquencies and asset credit issues.
1997 – 1998 JP MORGAN SECURITIES INC. New York, NY
Fixed Income – Repurchasing Agreements Desk
• Organized and administered trade and financing process between JP Morgan Securities and Morgan
Guarantee Trust to cover long and short positions.
• Contributed to daily trade, repurchasing, collateral research and deal processing of U.S. Treasuries.
LICENSES: Series 7 and 63 Certification
PERSONAL: TaeKwonDo, golf, running (Chicago Marathon 2002), historical research and Knights of Columbus
JEREMY ALEXANDER BAKSHT
1538 Water Oak Court • Charlottesville, VA 22903 • 434.249.8785
BakshtJ05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Consortium for Graduate Study in Management Fellow, National Society of Hispanic MBAs Scholar
• Finance Club: VP Corporate Relations, Capital Management Club: Member
• Wachovia Finance Case Competition: Darden Team Runner-up
EXPERIENCE
Summer 2004 HOULIHAN LOKEY HOWARD & ZUKIN New York, NY
Summer Associate – Investment Banking
• Accepted a summer offer to work as a generalist associate.
• Potential assignments will include mergers and acquisitions advisory, restructuring analysis and
fairness opinions across multiple industries.
OTHER
• Fluent in Spanish and beginner in Hebrew
• Proficient in multiple programming languages and applications including Java, SQL, HTML, and C++
• Interests include non-fiction reading, basketball, golf, softball, mountain biking, and snow boarding
• Volunteer for Junior Achievement, Habitat for Humanity, and Muscular Dystrophy Association
Kailash Balasubramaniam
Apt#6, 433 Seymour Road • Charlottesville VA 22903 • 434-466-6427 • Balasubramk05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Member of Finance Club, Capital Management, General Management and Operations (GMO) Clubs
• GMAT:720
EXPERIENCE
Rabobank International (summer 2004) New York
AAA Dutch commercial bank operating in 29 countries worldwide
Summer Associate in Credit Risk Management (Capital Market Products) – offer accepted
DBS Bank Ltd. (2001-2003) Singapore
A+ Singaporean commercial bank operating in SE Asia and Greater China
Manager - Credit
• Treasury Credit – Assessed credit risk and structured transactions for a range of single and
multiple-obligor products ($5M to $25M), including fixed income securities, swaps, structured
products such as CDOs and CLNs.
• Overseas Credit – Monitored and managed Indian, Thai and UK branch portfolios. Analyzed credit
proposals ($5M to $50M) from branches and participated in the approval process. Cross-applied the
bank’s experience across branches in product structuring and in handling problem accounts.
• Coordinated group-wide integration of certain credit policies and practices at DBS Thailand.
Followed through and trained local staff at Bangkok for 3 months.
Rabobank International (1999-2001) Bombay
Indian subsidiary of AAA Dutch commercial bank operating in 29 countries worldwide
Member - India Credit Committee, reporting to the Chairman of the Committee.
• Approved credit proposals up to $5M as part of the Committee.
• Structured trade finance and credit transactions together with Account Managers. Performed client
due diligence through plant visits and analysis of Industry/ Company/ Financial position/ risk factors.
• Participated in restructuring of problem accounts (incl consultation with legal counsel).
• Led a multi-functional task force of Legal, Credit and Operations department members to
recommend measures to strengthen credit approval, monitoring and documentation.
• Coordinated with Head Office in Holland, Regional Head Office in Singapore, and with other
branches on credit approvals, credit policy issues and cross-selling opportunities.
Commerzbank AG (1996-1999) Bombay & Singapore (regional HQ)
A- rated German commercial bank operating in 42 countries worldwide
Assistant Manager - Credit
• Analyzed credit, administered limits and monitored group-wise and industry-wise exposures.
• Selected from a pool of analysts at Bombay to bolster approval and monitoring processes in
Singapore. Reduced approval period for Indian applications from 20 days to 3-4 days.
• Participated actively in lenders’ meetings and internal strategy sessions in Singapore for
restructuring of Thailand corporate debt.
HSBC (1994-1996) Bombay
• Rotated across retail and wholesale banking departments for supervisory training.
• Selected for executive training at the Group Management Training Centre, London.
Unit Trust of India (1993-1994) Bombay
India’s largest mutual fund (then managing $400M)
• Analyzed debt proposals as Deputy Manager in the Primary Markets division.
PERSONAL
• Eligible to work in Singapore (Permanent Resident)
• Music, reading, snorkelling, travel and volunteer work (mainly with the visually handicapped)
• Language skills: Tamil, Hindi, German (basic)
ROBERT J. BARRETT
122-02 Ivy Drive • Charlottesville, VA 22903 • 917.593.3617
BarrettR05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member of Darden Finance Club.
EDUCATION
Darden Graduate School of Business Administration
University of Virginia Charlottesville, VA
Candidate for Masters in Business Administration, May 2005
• Member of Finance and Darden Capital Management clubs
• GMAT: 750
EXPERIENCE
SG Cowen – Health Care Corporate Finance Practice New York, NY
Summer Associate, Investment Banking: May 2004 – August 2004
Accepted an offer to join the Summer Associate Class of 2004.
PERSONAL
• Interests include Golf, Soccer, Cycling, Reading, Salsa Dancing, Poker
• Community Activities: MS150 City to Shore Bike Ride, Philadelphia, PA – 2000, 2001, 2002
WILLIAM F. BEY, JR., CPA
1945 Thomson Rd. • Charlottesville, VA 22903 • 434-295-521422903 • beyw04@darden.virginia.edu
_________
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Member, Darden Finance Club, JD/MBA Society; GMAT: 740
• First Place, Deloitte Consulting Challenge
UNIVERSITY OF VIRGINIA SCHOOL OF LAW Charlottesville, VA
Candidate for Juris Doctor, May 2005
• Director, Volunteer Income Tax Association
• Recipient, Mortimer Caplin Public Service Certificate
COLLEGE OF WILLIAM AND MARY Williamsburg, VA
Bachelor of Business Administration, Accountancy, Mathematics Minor, May 1999
• Dean’s List Scholar; Honorable Mention, Arthur Andersen Tax Challenge (Graduate Division)
• Vice President – Finance, Wayne F. Gibbs Accounting Society; Letterman, Varsity Baseball Team
EXPERIENCE
2004 MERRILL LYNCH New York, NY
Summer Associate, Investment Banking Division
• Accepted offer to join Summer Associate Class of 2004 at Merrill Lynch in the Industrials Group.
PERSONAL
• Completed all four parts of the CPA examination on the first attempt; achieved by only 10% nationwide.
• Interests: football fanatic, struggling golfer, poker enthusiast, and experimental chef.
TRAVIS REAGAN BROWN
2709-A Eton Road • Charlottesville, VA 22903 • (214) 417 – 8244
brownt05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member of Darden Private Equity Network, Finance Club, General Management & Operations Club
EXPERIENCE
Summer 2004 HCA HEALTHCARE CORPORATION Nashville, TN
Senior Corporate Finance Analyst – Financial Sponsor Group (2000-2001) San Francisco, CA
• Supported senior coverage officers responsible for cultivating and managing relationships with
private equity clients including: Texas Pacific Group, Oak Hill Capital Partners, Freeman Spogli &
Co., Haas Wheat, Weston Presidio Capital, Genstar Capital and Aurora Capital Group.
• Created financial models to evaluate financing alternatives and forecast investor returns in different
transactions, including: leveraged buyouts, leveraged recapitalizations, and merger and acquisition
opportunities.
• Analyzed and identified proprietary investment opportunities.
• Transaction Highlights:
o $300 million Senior Subordinated Notes Offering for Del Monte Foods Co.
o $124 million Initial Public Offering for Galyan’s Trading Company
o $170 million Initial Public Offering for AMN Healthcare Services Inc.
Deal Experience
Closed eleven platform company investments, five follow-on investments, three restructurings, and three divestures.
Examples of representative transactions include:
− $50 million investment in a rural cable provider of hybrid digital services.
− $36 million investment in a manufacturer and distributor of architectural paints and coatings.
− $35 million buyout of a leading regional home healthcare organization.
− $17 million buyout of a bankrupt developer and manufacturer of cosmetic products.
− $17 million buyout and subsequent divesture of an operator of CRM call service centers.
Operational Experience
• Served as Allied’s onsite representative during a planned restructuring period at a portfolio company. Responsible
for the implementation of Allied’s turnaround strategy while a replacement management team was assembled.
• Successfully revised and implemented a redesigned business plan in conjunction with the senior management team
of a telecommunications company.
• Participated at the Board level at five portfolio companies. Served as a director for a company operating in the
home healthcare industry.
HORIZON PARTNERS, LTD. Milwaukee, WI
A private equity investment holding company founded by over thirty former chief executive officers.
Analyst (April 1998 – April 2000)
Worked directly with the firm’s chairman and principals closing two platform company acquisitions, two follow-on
investments, and two divestures.
• Responsibilities included: extensive financial modeling and analysis, industry research, due diligence, fund
accounting, company payroll, and the financial monitoring of portfolio companies.
• Analyzed two to three deals a week across a broad range of industries including food manufacturing, niche printing,
and outdoor recreational products.
• Attended the 1999 Venture Capital Institute, an executive training program for private equity professionals.
___________________________________________________________________________________________________________________________
PERSONAL
• Enjoy international travel, golf, skiing, and politics.
Cheng, Tsung-Hao (Edward)
55A Barclay Place Court‧ Charlottesville, VA22901‧ 434-960-2520‧ ChengT05@darden.virginia.edu
______________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Member of International Business Society, Finance and Darden Capital Management Club
National Taiwan University Taipei, Taiwan
Bachelor of Business Administration in Finance and Accounting, June 1997 (GPA:3.6/4.0)
• Texas Instrument Scholarship; Hsin-Kong Life Insurance Scholarship
• NTU Student Association: Vice President.95-96; Relay Team: Capitan 93-94
__________________________________________________________________________________
EXPERIENCE
Lehman Brothers (Summer 2004) Taipei, Taiwan
Summer Associate, Equity Research Division
• Accepted the only offer in Taiwan to join 2004 Equity Research Summer Associate Class.
Taian Insurance Corporation (July 2001-August 2003) Taipei, Taiwan
Leading insurance corporation in Taiwan with USD$800 MM revenue in 2002.
Portfolio Manager, Investment Office.
• Managed USD$15 million equity portfolio from Aug/02 to July/03 which outperformed the Taiwan stock
market index by 2%.
• Promoted to portfolio manager from equity analyst in one year.
• Traded stocks using price and volume analysis, moving average line, trend line, and Dow theory; hedge the
equity portfolio using financial derivatives instruments such as futures and options.
• Arbitraged price differentials between ADR and underlying Taiwanese stocks and price differentials between
the convertible bonds and stocks.
• Built a dynamic model to allocate the assets by analyzing domestic macroeconomic situation such as interest
rate and monetary cycle.
• Developed a monthly performance report of the portfolio with recommendations of investment strategies to
the board of directors.
• Trained two junior analysts in writing equity research reports and conducting due diligence.
Analyst, Investment office
• Conducted industry research by interviewing senior management of target investments during on-site visits,
investor relationship conferences and phone conversations.
• Evaluated new investment opportunities in technology, telecom, materials industries and China Play stocks
using various financial models (DCF, ROCE, PER, PBR and EV/CV).
• Built a database to screen stocks using metrics such as sales growth, earnings growth, dividend yield and ROE
as investment recommendations.
KPMG Peat Marwick LLP (July 1999-July 2001) Taipei, Taiwan
In Charge Auditor, Auditing Department
• Audited clients’ financial and tax reports. Proposed tax saving suggestions and provided professional advice to
management executives to improve their operation efficiency and reduce costs.
• Assisted clients’ IPO affairs by fulfilling the financial law requirement and pricing the market.
• Cooperated with KPMG Consulting and Citibank to re-engineer the financial reporting process of
Citibank-Taipei.
• Promoted as the In-Charge auditor at KPMG in 11 months.
Ministry of National Defense (July 1997-July 1999) Taipei, Taiwan
The Financial Officer-Second Lieutenant
• Led a team of 30 junior officers to audit payroll reports for Division of Taiwan Army with 10,000 soldiers.
• Led the first project in Taiwan to change the military payroll system from manual to electronic transfer.
___________________________________________________________________________________
PERSONNAL
• Candidate of Chartered Financial Analyst Level 2
• Language: Native in Mandarin Chinese and Taiwanese. Fluent in English. Basic Japanese.
• Interest: Bowling, basketball, table tennis and readings, especially in strategy, history and investment.
Thabani R. Clemens
125 Tintern Court, Charlottesville, VA 22901 • (734) 516-1816 • ClemensT05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Active member of Graduate Women in Business Club, International Business Club, European Society
at Darden, Black Business Student Forum, General Management Club, Marketing Club, Finance Club
EXPERIENCE
Summer 2004 MERRILL LYNCH New York, NY
Summer Associate, Global Markets and Investment Banking
• Accepted an offer to join the Summer Associate Class of 2004.
1999 – 2003 FORD MOTOR COMPANY Dearborn, MI
Selected to participate in Ford’s College Graduate Finance rotational program.
Treasury Operations Analyst
• Supervised daily cash management activities (up to $12 billion) including wire transfers, bank
reporting, forecasting and transaction verification for Ford Motor Credit Company (FMCC), Ford
Credit Canada (FCC), Ford Credit Mexico (FCM) and Ford Credit Puerto Rico (FCPR).
• Mapped out required cash flows for settlements of FMCC and FCM securitization deals.
• Administered implementation of Wall Street Systems global cash management system and assisted in
the re-engineering of the Treasury Operations Department, achieving a headcount reduction of two.
• Assisted in creating Ford Credit duplicate cash management system to enable joint venture entity to
function independently.
Foreign Exchange Trader
• Managed Ford Credit Europe (FCE) and internal hedge portfolios of approximately $6 billion;
performed risk analysis evaluations on exposure limits for FCE.
• Coordinated global internal netting process for Ford Motor Company (FMC).
• Researched and compiled foreign exchange forecasts for Ford Corporate database.
• Reorganized Trading Department volume report, cutting cycle time from three days to 15 minutes.
• Negotiated and executed various foreign exchange transactions: spots, forwards and swaps worth
$500,000 to $1.5 billion.
Money Market Analyst
• Managed FMC and FMCC overnight cash portfolios of $1.5 billion to $10 billion.
• Made investment decisions and executed trades based on funding plans timed to take account of debt
securitization deal settlements, FMCC Commercial Paper (CP) maturities and supplier payments,
using US and Int’l Commercial Paper, Agency Discount Notes and US and Canadian Treasury Bills.
• Coordinated ISDA agreements and specification with trading counterparties.
Cost Analyst, Dearborn Stamping Plant
• Developed labor forecasts and budgets for plant business plan.
• Oversaw launch budget ($2 million) of new vehicle line and ensured appropriate funding for plant.
• Assessed fixed assets and made recommendations on their disposal through semi-annual audits.
• Revamped Continuous Improvement Recognition System program, designed submission/evaluation
forms, trained evaluators, evaluated submissions and awarded individual prizes up to $10,000.
• Developed plant cost savings projects (up to $1 million) and coordinated approval process.
• Volunteered to supervise three production lines and manage nine laborers on plant floor.
_____________________________________________________________________________________________________
PERSONAL
• Conducted interviews as a member of the Bryn Mawr College Corporate Recruiting team
• Certified Six Sigma Green Belt
• Native French speaker, proficient in German, conversational Mandarin
• Lived throughout Europe, Africa and Asia
• Avid scuba diver (Rescue diver), enjoy cooking
RICHARD BRYAN CRAWFORD, CPA
1162 Foxvale Lane, Charlottesville, VA 22902 • (434) 296-1740 • CrawfordR05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member of Finance Club, Darden Capital Management Club, Darden Private Equity Network
• GMAT: 710
E. CLAIBORNE ROBINS SCHOOL OF BUSINESS Richmond, VA
UNIVERSITY OF RICHMOND
Bachelor of Science in Business Administration in Accounting, May 1998
• President, InterVarsity Christian Fellowship; Co-Founder, Club Baseball; Director, Accounting Society
• Cum Laude, GPA in Major 3.5, Deans List (1995, 1996, 1998)
EXPERIENCE
HARRIS WILLIAMS & COMPANY Richmond, VA
Summer Associate, Investment Banking
• Accepted offer to join Summer Associate Class of 2004
PERSONAL
• Enjoy golf, softball, travel, cars, stock-picking, and hiking in nearby Blue Ridge Mountains
• Member of Association of Certified Public Accountants, Virginia Society of Certified Public Accountants
Katherine Anne Cunningham
127 Ivy Drive #7 • Charlottesville, Virginia 22903 • 404.798.6903
CunninghamK05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, Class of 2005
• Finance Club; Media, Entertainment and Sports Club; Consulting Club; Graduate Women in Business
• Vice President of 2004 Finance Club Conference
• Vice President Public Relations – Christmas in April
• GMAT - 700
EXPERIENCE
2000 – 2003 Pershing Yoakley & Associates Knoxville, TN/Atlanta, GA
Senior Healthcare Consultant (July 2002 – July 2003)
Analysis
• Performed profitability analysis for large integrated healthcare delivery system in contemplating
the strategic acquisition of a rural hospital.
• Analyzed regulatory (federal, state, and local) and strategic (patient migration, physician supply,
and patient demand) issues for healthcare systems.
• Determined if potential profitability initiatives met client determined standards outlined in their
strategic plans.
• Created multi-tiered valuation models for the potential merger of two multi-million dollar
physician organizations.
• Analyzed the complex financial issues currently facing the physician market, such as declining
reimbursement, escalating insurance premiums, and increasing labor costs to determine the impact
on organizations.
• Reviewed the strategic impact of a $15 million preferred equity investment on a merger in order to
evaluate the financial impact on the final price.
Financial Planning Analyst, Office of the Executive VP & CFO Toronto, Canada
• Collaborated with asset management, development, and operations to prepare strategic plans for
Fairmont subsidiaries and Legacy REIT, based on corporate objectives and market trends.
• Re-engineered critical, forward-looking financial reports directed towards senior-level management,
significantly improving information quality and turnaround. Enabled early identification of at-risk
hotels.
• Analyzed single asset and portfolio deals to assess compliance with financial and strategic objectives.
• Conducted due diligence and coordinated closing for signed deals valued at $460 MM.
• Nominated for Corporate Service Plus Award in 2002 for facilitating company-wide fundraising events.
Personal Fluent French (passed Paris Chamber of Commerce and Industry Exam), conversant in Spanish.
Lived in France, traveled extensively in Europe. Enjoy sailing, reading, hiking, golf.
ROBERT N. ELLENBOGEN
101 Ivy Drive, #7 • Charlottesville, VA 22903 • (917) 748-2238 • ellenbogenr05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, Class of 2005
• Member of Finance Club.
DUKE UNIVERSITY Durham, NC
Bachelor of Arts, Economics and Spanish, May 1998
• Theta Chi Fraternity (Treasurer, 1997), Tutor at Lakewood Elementary School, Club Tennis.
EXPERIENCE
Merrill Lynch & Co., Inc.
Summer Associate, Leveraged Finance, New York 2004
• Accepted offer to join Summer Associate Class of 2004 in the Leveraged Finance Group.
Hicks, Muse, Tate & Furst, Inc.
Financial Analyst, New York 2000-2002
• Created detailed financial models to evaluate HMTF’s ability to execute its “buy and build” strategy
through leveraged buyouts and add-on acquisitions. Focused primarily on fragmented and/or
consolidating industries such as media, branded foods and manufacturing.
• Led exhaustive due diligence efforts which included manufacturing plant cost assessments, stand alone
G&A analyses and revenue projections by product line under various operating scenarios.
• Maintained dialogue with various capital markets professionals in order to assess state of debt markets.
• Transaction experience includes:
• Pan American Sports Network (“PSN”): Performed all transaction analysis for the acquisition by
PSN (a sports media company similar to ESPN) of a key competitor, Fox Sports Latin America, for $129
million in cash and stock. Subsequently, worked closely with management to implement a full
operational restructuring of PSN. Assisted CFO in renegotiating contracts with content suppliers and
distributors such as Time Warner and Comcast.
• Pinnacle Foods Corporation (“Pinnacle”): Performed LBO analysis and due diligence in connection
with the potential acquisition of several branded foods companies including Claussen, Specialty Brands
and Burns Philp Vinegar in order to build scale for Pinnacle, a branded foods company that included
Vlasic Pickles, Swanson Frozen Foods and Open Pit Barbecue Sauce.
• Vidrio Formas (“VF”): Managed HMTF’s 69.5% equity interest in VF, a glass bottle manufacturer with
$25 million in sales and $4 million in EBITDA . Responsible for recommendations to HMTF board
representatives with respect to various capital deployment alternatives for the Company, including special
dividends, capital expenditures and a potential recapitalization.
Merrill Lynch & Co., Inc.
Financial Analyst, Financial Institutions Group/FIG M&A, New York 1998-2000
• Performed financial modeling and valuation work for all aspects of client advisory including pro-forma
merger, discounted cash flow and comparable company analyses for financial services firms.
• Transaction experience includes:
• Mizuho Holdings: Performed transaction analysis and assisted with due diligence on fairness opinion to
The Dai-ichi Kangyo Bank, Ltd., The Fuji Bank, Ltd. and The Industrial Bank of Japan, Ltd. in
connection with their completed US$94.3 billion three-way merger of equals.
• HSBC: Performed transaction analysis and assisted with due diligence on fairness opinion to HSBC in
connection with its completed US$9.9 billion acquisition of Republic New York Corporation and Safra
Republic Holdings, S.A.
• AEGON NV: Exclusive advisor to AEGON NV in the sale of its subsidiary, Commonwealth General, a
direct seller of property and casualty (primarily personal automobile) insurance to American Financial
Group, a Cincinnati, OH-based insurance company for US$162 million in cash consideration.
• Grupo Roggio: Exclusive advisor to Grupo Roggio, S.A. in the sale of its subsidiary, Banco Suquia, S.A.,
to Banco Bisel S.A., for US$261 million in cash consideration.
PERSONAL/OTHER
• Travel, skiing, scuba diving.
• New York Cares Volunteer / Jenny A. Clarke Center.
• Fluent in Spanish.
GEORGE WM. ERIKSON, JR.
1764 Webland View, Charlottesville, VA 22901 * Cell: (202) 329-6050 * eriksong05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration, University of Virginia Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Finance Club; Helped found Darden Undergraduate Mentors Program
• GMAT: 720
Vanderbilt University Law School Nashville, TN
Juris Doctor, May 1998
• Dean’s List; Business Law Society; Law Related Education Program; Moot Court Competition
University of Virginia Charlottesville, VA
Bachelors of Arts in History, May 1994
• Minor in Economics; Dean’s List
EXPERIENCE
Citigroup Global Markets New York, NY
Summer Associate, Investment Banking Division Summer 2004
• Accepted offer to join 2004 Summer Associate Class.
McGuireWoods LLP Washington, D.C.
Associate – Corporate Services 1998 - 2003
• Executed numerous merger/acquisition transactions ranging in value from $1 million to $2 billion.
• Represented issuers and underwriters in secondary public equity offerings and municipal debt financings.
• Drafted and negotiated merger, asset purchase, buy-sell, shareholder and employment agreements.
• Researched and prepared transactional and annual meeting proxy and registration statements, Securities
Exchange Act compliance materials, stock exchange and NASD listing and compliance materials.
Transaction Highlights Include:
• $2 billion international merger transaction in specialty insurance industry.
• $265 million self-tender offer for preferred securities of real estate investment trust.
• $65 million “going-private” transaction for petroleum products refiner and retailer.
• Underwriter’s counsel in $87 million preferred offering for real estate investment trust.
McGuireWoods LLP McLean, VA
Summer Associate Summer 1997
• Researched and prepared memorandums analyzing commercial litigation and labor & employment issues.
• Prepared for and participated in trial depositions and client interviews.
Washington Council Ernst & Young (then Washington Counsel LLP) Washington, D.C.
Summer Clerk Summer 1996
• Researched and prepared report detailing the efficacy and feasibility of privatizing the U.S. social security
system for future Treasury Assistant Secretary for Tax Policy.
U.S. House of Representatives Republican Conference Washington, D.C.
Intern Summer 1996
• Researched and wrote morning issue briefs and “one-minute” speeches for Republican members.
Food Distributors International (then NAWGA/IFDA) Falls Church, VA
Legislative Intern Jan. – Aug. 1995
• Researched and analyzed legislative and regulatory issues applicable to the food distribution industry.
PERSONAL
• Actively manage financing for family aquaculture business.
• Admitted to practice law in the District of Columbia and the Commonwealth of Virginia since 1999.
• Assisted with organization and management of major political awareness development events at the Republican
National Conventions in San Diego, CA (1996) and Philadelphia, PA (2000).
• Lived and studied in Spain between 2nd and 3rd year in college.
• Interests include politics and U.S. history. Enjoy golf, squash, basketball and skiing.
MICHAEL JOHN FAULKNER
FaulknerM05@darden.virginia.edu • 222 Harvest Drive, Charlottesville, VA 22903 • 434 466 2377
PERSONAL Experienced Traveller (have visited over 50 countries), sailing, rowing, tennis, crosswords, snooker.
Worldvision sponsor of a child in Malawi.
Alyssa M. Franklin, CPA
135 Harvest Drive • Charlottesville, VA 22903 • 434 242 8004 • FranklinA05@darden.virginia.edu
____________________________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration, Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Elected Section representative for Student Affairs.
• 2004 VP of Finance Club Conference and member of Graduate Women in Business Club.
• GMAT: 700
• Prepared, reviewed and analyzed financial statements and footnote disclosures for private and
public clients including a $5 billion Fortune 500 company.
• Facilitated the completion of initial public offerings, secondary offerings, and public debt offerings.
Assisted in completion of major sections of SEC filings including pro forma financial statements,
capitalization and dilution tables, earnings per share calculations and Management’s Discussion
and Analysis and other required disclosures.
• Researched accounting issues and advised management on appropriate accounting solutions.
• Performed business viability analyses based on clients’ current and projected performance and
market conditions.
• Interviewed senior executives, independent counsel and accountants regarding critical business
processes and operations impacting the financial statements.
• Planned, supervised and completed multiple concurrent and recurring international audit
engagements, through management of budgets and coaching of staff, while meeting and exceeding
client and firm expectations.
• Analyzed client fee structure and assisted in proposals, fee discussions and client negotiations.
• Served over 25 clients in the manufacturing, professional services and software industries.
• Largest clients included Danaher Corporation, The Corporate Executive Board and The Advisory
Board Company.
• Consistently promoted and ranked in top tier of class in performance.
Special Leadership Roles
• Conducted training on accounting issues for both employees and clients, including training to 40
new hires at international training facility and training to 50 company CFOs for a $5 billion
multinational corporation.
• Selected to recruit college students for employment through conducting interviews and leading
and participating in presentations for students and professors.
• Appointed to Arthur Andersen Senior Advisory Council to identify concerns of staff and consult
with upper management over those concerns.
____________________________________________________________________________________________________
PERSONAL
• Certified Public Accountant and member of American Institute of Certified Public Accountants.
• Hobbies include international travel, running, fine foods, and volunteering.
JASON H. GABRIEL
2789 Rio Mills Road (434) 962-8765
Earlysville, Virginia 22936 GabrielJ05@darden.virginia.edu
EDUCATION
University of Virginia Charlottesville, Virginia
Darden Graduate School of Business Administration
Candidate for Masters of Business Administration May 2005
General Management & Operations Club, Finance Club
EXPERIENCE
June 2004 Standard and Poor’s New York, NY
Summer Associate, Structured Finance
• Accepted offer to join Summer Associate Class of 2004
June 2003 Central Bank of Sri Lanka Colombo, Sri Lanka
Intern, Economic Research Department
• Rotated through Money and Banking, Public Debt, Open Market Operations and International Finance,
and Sector divisions.
• Experience with monetary policy development, exchange rates, and GDP calculation.
2001-2003 Merrill Lynch New York, NY
Financial Advisor, Private Wealth
• Produced $2.736 Million in revenue and managed $309 Million in assets as a team of four financial
advisors to implement financial planning and portfolio management strategies for clients.
• Constructed client portfolio reviews semi-annually through asset class analysis, performance
benchmarking and trend analysis, and developed portfolio rebalancing recommendations.
• Led investment recommendation meetings with clients regularly and monitored client portfolios daily for
research opinion changes and market fluctuations.
• Focused on security and asset based lending as debt/liability coordinator for team to close $13.72 Million
in liabilities for 2002.
• Targeted non-profit segment of prospective clients by identifying leads through investment banking and
existing client referrals and fostering relationships with external industry specialists. Efforts resulted in a
10% increase in assets under management.
• Developed marketing campaigns by working closely with the Center for Philanthropy and Nonprofit
Management, and the Business Financial Services groups at Merrill Lynch.
1997-1999 Institute for Medicine and Engineering Philadelphia, PA
Research Intern
• Conducted research on atherosclerosis, specifically chemokine receptor, CXCR4.
• Presented independent research at FASEB Experimental Biology conference, Washington D.C. (April
1999), in a poster presentation entitled, “The Influence of Extra Cellular Matrix Components on
Expression of Chemokine Reception, CXCR4”.
• Performed statistical analysis to evaluate research findings.
• Utilized laboratory techniques such as Northern and Western Analysis, immunocytochemistry, P35
radioactive labeling, microscope analysis and bovine endothelial cell culture to acquire project data.
PERSONAL
• Chairman 2003 Friends Committee Annual Spring Fundraiser, American Cancer Society, New York, NY.
• Proficient in French.
• Licensed NASD Series 7 and 66, New York State Life, Accident and Health Insurance.
KEDAR GANGOPADHYAY
142 Ivy Drive #3 • Charlottesville, VA 22903 • (434) 220-5333 • (917) 716-3701 • GangopadhyK05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
Managing Editor, Cold Call Chronicle
Walter V. Shipley Ethics Case Competition: 2nd place
Member of Finance Club, Darden Outreach, Black Business Student’s Forum and
International Business Society
EXPERIENCE
Summer 2004 UBS INVESTMENT BANK New York, NY
Summer Associate
Group placement TBD on May 14th
Accepted offer to join Global Associate Class of 2004.
PERSONAL
Founder and Board member of performing arts group NYMVAE (New York
Metro Vocal Arts Ensemble)
Translator for Federal Emergency Management Agency (FEMA) post September
11th.
MANUEL GARCIA-DIEZ
142 IVY DRIVE APT. 1 – CHARLOTTESVILLE, VA. – 22903 – PHONE: (434) 220 5372
EMAIL: GarciaDiezM05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION CHARLOTTESVILLE, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Recipient of the Dean’s Scholarship for Latin America (Merit Based)
• Member of Finance Club, International Club, LASA and European Club
• GMAT: 720
EXPERIENCE
2004 MORGAN STANLEY – INVESTMENT BANK NEW YORK, NY
SUMMER ASSOCIATE
• Accepted offer to join summer associate class of 2004
TRANSACTION EXPERIENCE
• Argentine Government: Lead Arranger - $500 million high yield floating rate note facility.
• Banco Santander Rio de la Plata: Lead Arranger - $50 million high yield floating rate note facility.
• AMSA (Aetna): Sell-side M&A advisory for local Aetna subsidiary.
PERSONAL
• Languages: fluent in Portuguese, Spanish, and English
• Sports: member of Darden soccer team, squash and golf
TRAVIS S. GARDNER
2404 Angus Road • Charlottesville, Virginia 22901 • (434) 466-8975 • GardnerT05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Raven Society, one of three first-year students elected to the honor society of the University of Virginia
• Elected Vice President of Raven Council, governing body of the Raven Society.
• Frank E. Genovese Fellow, full tuition merit-based scholarship.
• VP Real Estate Club, VP EVC Club, President Outdoor Club.
• GMAT: 760, 99th percentile.
Dartmouth College Hanover, NH
Bachelor of Arts in History, Cum Laude, June 1999
• Varsity Crew; Eastern Sprint Championships - gold medal winner 1996, bronze medal winner 1997.
• College Judicial Committee, one of three elected student members.
• Dartmouth Alumni of Kentucky, Board Member, 2001-2003.
PROFESSIONAL EXPERIENCE
Banc of America Securities LLC Charlotte, NC
Summer Associate, Corporate & Investment Banking Summer 2004
• Accepted offer to join the Real Estate Investment Banking Group.
EXPERIENCE
Summer, 2004 Lehman Brothers New York, NY
Summer Associate, Investment Banking Division
• Accepted offer to join Summer Associate Class of 2004
Mentoring/Recruiting Duties
• Member of mentor program that helped new hires become acquainted with firm.
• ‘Intern Buddy’ for 2 summer interns ’98-’00. Helped interns set goals and monitored their progress
throughout their internship.
• Recruiting representative for Virginia Tech. Attended recruiting visits to campus and attended local
recruiting events.
PERSONAL
• Extensive international travel to 14 countries and 4 continents.
• Enjoy traveling, reading (non-fiction), and exercise in free time.
Joshua M. Gilbert
300 Riverbend Dr. Apt. 3D, Charlottesville, VA 22911 · 434-295-6730 · GilbertJ05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Member of the General Management and Operations Club, Finance Club, Consulting Club
University of Richmond Richmond, VA
Bachelor of Science in Business Administration, Concentration in Finance, May 1999
• Magna Cum Laude, GPA: 3.66 (4.0 in Finance)
• Awarded University of Richmond Scholarship for outstanding academic achievement
EXPERIENCE
Summer 2004 United Technologies Corporation Hartford, CT
Summer Associate – Pratt & Whitney
Accepted Summer Associate position in Pratt & Whitney’s commercial jet engine business.
PERSONAL
• Security Clearance: Secret, Department of Defense
• Interests include golf, white-water rafting, and history
John B. Griffin
52C Barclay Place Court • Charlottesville, VA 22901 • (434) 227-0218 • griffinj05@darden.virginia.edu
Personal Running, travel, outdoors, movies, reading, energy markets, and capital markets
Advised private equity firm in the evaluation of various energy assets as independent contractor
Matthew A. Hasson
138 Harvest Dr. • Charlottesville, VA 22903 • (917) 273-2056 • HassonM05@Darden.Virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
University of Virginia
Candidate for Masters in Business Administration, May 2005
¾ Member of the Private Equity Network, and the Finance, General Management, and Business and
Technology Clubs.
¾ Elected Section E Social Representative and serve on Darden’s Social Committee.
THE WHARTON SCHOOL Philadelphia, PA
University of Pennsylvania
Bachelor of Science in Economics, cum laude, with Concentration in Finance, May 1999
¾ Cumulative GPA: 3.5. Finance GPA: 3.8.
¾ Elected Social Chairman and Pledge Educator for Sigma Alpha Mu Fraternity; Interned with the
Steinhardt Jewish Heritage Program and participated in the West Philadelphia Tutoring Project.
EXPERIENCE
Summer GENERAL MOTORS TREASURY OFFICE New York, NY
2004 Senior Financial Analyst
¾ Accepted summer offer.
2001-2003 TD CAPITAL COMMUNICATIONS PARTNERS New York, NY
$500 million captive investment fund of Toronto Dominion Bank Financial Group.
Analyst
Leadership and Management Experience
¾ Created and presented screening and investment memoranda that communicated investment merits/risks
and mitigating factors, financial and operating projections, targeted rates of return, and exit strategies.
¾ Led research initiative that identified future trends in the wireless communications industry, resulting in
an improved overall strategy for investing within this sector.
¾ Managed internal review process used by senior partners to assess the current performance of individual
portfolio investments.
Analytical and Transaction Experience
¾ Evaluated new business opportunities and key trends in the wireless, cable, and magazine and directory
publishing industries through market, competitive, and unit economic analyses.
¾ Developed investment strategies and analyzed potential investments based on company strategy,
competitive positioning, financial performance, and management expertise.
¾ Created proprietary financial models for two publicly traded portfolio companies used for valuation and
internal monitoring.
¾ Executed $20 million minority investment in QwestDex Media, Inc., the $7 billion leveraged buyout of
Qwest Communications’ directory publishing business.
¾ Managed successful exit of TD Capital’s $25 million position in a regional AT&T Wireless affiliate.
1999-2001 BEAR, STEARNS & CO. INC. New York, NY
Analyst, Global Communications Investment Banking
Leadership and Management Experience
¾ Coordinated deal team efforts in due diligence, internal committee processes, document drafting, and
roadshow planning and execution.
¾ Interacted closely with client senior management during capital markets and merger transactions.
¾ Trained incoming analysts in accounting fundamentals and valuation techniques.
¾ Created and delivered detailed marketing presentations to existing and prospective clients on financing
and strategic alternatives.
Analytical and Transaction Experience
¾ Conducted extensive valuation, comparable company, and merger analyses for a variety of client
companies and prospects.
¾ Executed five transactions across multiple sectors of the telecommunications industry totalling more than
$1.6 billion. Transactions included two lead-managed equity offerings, two M&A advisory transactions,
and one senior lending transaction.
PERSONAL
¾ Proficient in Spanish; Studied abroad at Universidad Pontificia Comillas (ICADE) in Madrid.
¾ Avid guitar player and music fan; Enjoy variety of sports including skiing, golf, tennis, and basketball.
CHARLES G. HILL, CFA
(703) 867-2795 ♦ HillC05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Darden Capital Management - Portfolio Manager, Monticello Fund – Manage approximately $1,000,000 in
endowments invested in public equity and debt markets
• Member of Finance Club
EXPERIENCE
MERRILL LYNCH New York, NY
Summer Associate, Equity-Linked Capital Markets, June 2004 – August 2004
Accepted offer to join Summer Associate Class of 2004 at Merrill Lynch Global Markets and Investment Banking
PERSONAL
• Lived on five continents, and authorized to work in the United States and the European Union.
• Interests include golf, international travel, and the financial markets.
SANTIAGO IRURITA
2669 Barracks Rd.•Apt. 1 Charlottesville, VA 22901 • (434) 296 9673 • iruritas05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, Class of 2005
• Elected Section’s Career Development Representative (60 students)
• GMAT: 710
INSTITUTO TECNOLÓGICO AUTÓNOMO DE MÉXICO (ITAM) Mexico City, Mexico
Attorney-at-law, May 2001
• Mexican Bar Association
• Assistant Professor of Antitrust Law at ITAM
INDUSTRIE UND HANDELSKAMMER RHEIN NECKAR Mannheim, Germany
Degree in Business Management, February 1996
EXPERIENCE
2004 A.T. KEARNEY Mexico City, Mexico
Summer Associate
• Accepted an offer to join the Summer Associate program
1998-2003 VON WOBESER Y SIERRA, S.C. Mexico City, Mexico
Associate Attorney, Legal Assistant
Used a combination of legal and accounting skills to counsel Mexican and foreign corporations in:
MERGERS AND ACQUISITIONS
• Authored and implemented legal strategy for the sale of two companies with value of $30 million in the
automotive and telecommunications industries respectively.
• Negotiated and executed several real estate transactions with average considerations of $2 million in
representation of foreign companies opening or closing facilities in Mexico.
• Conducted legal strategy to obtain clearance from antitrust and regulatory authorities in numerous
controversial mergers. Effectively lobbied and persuaded government officials to clear the transactions.
• Actively participated in the design and implementation of legal strategy for several mergers and
acquisitions of companies, in transactions ranging from $100 million to $1.9 billion, across different
industries, including the food & beverages, chemicals, and telecommunications.
FINANCIAL AND ANTITRUST LITIGATION
• Successfully defended Mexico’s five largest gas distribution companies from price-fixing accusations
raised by the antitrust authorities.
• Assisted the ICC panel arbitrating a dispute between Panamanian, Italian and Mexican investors over
Cuban telecommunications assets. Drafted a substantial part of the final award of $500 million.
• Actively participated in the defense team which obtained a favorable award from the ICC panel
arbitrating a dispute over the exercise price of warrants for stock of Mexico’s largest brewery.
DUE DILIGENCE
• Performed substantial legal due diligence for foreign companies considering transactions in Mexico.
• Prepared numerous opinions on legal standing of Mexican companies, detailing corporate ownership,
environmental, real estate and regulatory status, as well as interest transferability and regulatory locks.
1996-1997 KLÜBER LUBRICATION MÜNCHEN KG Mexico City, Mexico, and Munich, Germany
Assistant Accountant
• Coordinated, monitored and reported status of payments and collections.
• Led semiannual inventories teams. Reported results to the company’s board of directors.
1993-1995 FREUDENBERG & CO. Weinheim, Germany
Business Trainee
• Rotational training with the Freudenberg Group through its Controlling, Finance, Accounting,
Production, Sales and Marketing departments. Calculated currency cash-pools, closed product sales,
researched markets, processed payments and collections, planned production schedules. Prepared
reports on every department for the company’s executives.
PERSONAL
Languages: Spanish, German, English.
Interests: Play percussion instruments (recorded and sold out CD in Germany). Long distance running.
Tyler Jayroe
211 Surrey Rd., Charlottesville, VA 22901▪ 434-295-2790 ▪ JayroeT05@darden.virginia.edu
EDUCATION
Darden Graduation School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Fund Manager, Darden Capital Management
o One of 12 individuals selected to manage over $2 million of the school’s endowment
• Finance Club
• GMAT: 710
EXPERIENCE
Summer, 2004 J.P. Morgan Fleming Asset Management Inc. New York, NY
Summer Associate, Private Equity
• Accepted offer to join Summer Associate Class of 2004
PERSONAL
• Conversant in Spanish; recreational basketball player and golfer
Nathaniel (Nate) Jones, CPA
844 Catalda Ct • Charlottesville, VA 22903 • (434) 977-5754 • jonesN05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• JPMorgan Chase Fellow; Consortium for Graduate Study in Management Fellow
• Member of the Finance Club and General Management Club
• Volunteer with the Venable Elementary School weekly tutoring program
EXPERIENCE
Summer 04 JPMorgan Chase New York, NY
Summer Associate, Investment Banking
• Accepted offer to join the Summer Associate Class of 2004.
PERSONAL
• Interests include mentoring youth and participating in sports competitions.
David M. Khtikian
109 Harvest Drive • Charlottesville, VA 22903 • (434) 296-9499 • KhtikianD05@Darden.Virginia.edu
EDUCATION:
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Darden Capital Management, General Secretary/President
o Appointed co-manager for approximately $1,000,000 of Darden’s endowment invested in
public equity and debt markets
• Finance Club, Marketing Club
• GMAT: 710
TUFTS UNIVERSITY Medford, MA
Bachelor of Science in Mechanical Engineering, May 1998
• GPA: 3.51, Magna Cum Laude, Dean’s list all semesters,
• Tau Beta Pi National Honor Society
• Zeta Psi International Fraternity of North America, President, Vice President, Philanthropy
EXPERIENCE:
BLOOMBERG, LP New York, NY
Sales Department 2001 - 2003
Sales Representative, April 2001 – May 2003
• Managed over 150 accounts (500+ terminals) and increased sales to these accounts by 10% per year.
• Generated in excess of $1.5 million in new business for the firm through various sales initiatives
including the creation of cost reduction initiative model.
• Worked with money managers, hedge funds, broker-dealers and insurance companies to fully integrate
the Professional Service into their business through customization and continuous training.
• Assisted in the building and maintaining of client’s proprietary models (DCF, buy-sell indicators,
fundamental structure) through an assessment of their investment methodologies and information needs.
• Responsible for direction, guidance, and growth of Account Support Representatives.
• Earned early promotion in August 2001.
NAVIGANT CONSULTING Boston, MA
Formerly Peterson Consulting (Unit of Navigant Consulting) 1999 - 2001
Senior Consultant, July 2000 – March 2001
Associate Consultant, March 1999 – July 2000
Financial Analysis
• Developed and maintained cash flow projection and bankruptcy model for $300M health care company.
• Performed detailed analyses of audit work papers and internal financial statements to develop and support
assumptions in cash flow and bankruptcy models.
• Developed model to value future energy prices and assisted in development of trial strategy for a
theft of trade secret litigation case (Siemens Westinghouse Power Company).
• Created revenue projection model for the purposes of establishing a royalty base for a patent infringement
case in the airline industry (Hamilton Sundstrand).
Quantitative Analysis
• Independently developed an actual schedule of contractor’s events used to determine project delay and
cost overruns for the Connecticut Department of Transportation.
• Analyzed strategic contract decisions and marketing goals for companies and industries..
Client Management and Interaction
• Maintained communication with clients to update project progress and ensure quality of work product.
• Conducted on-site client interviews to gain additional information and clarification of internal documents.
EDUCATION
Darden Graduate School of Business Administration, University of Virginia Charlottesville, VA
Candidate for Master of Business Administration May 2005
Finance Club and Darden Capital Management.
Harvard University Cambridge, MA
Bachelor of Arts in History, June 1996
President of the Korean Students Association.
Music Director of the Krokodiloes, Harvard’s premiere a cappella group; $130,000 in annual revenues.
EXPERIENCE
Lehman Brothers – Sales and Trading Division New York, NY
Summer Associate Summer 2004
Accepted offer to join Lehman Brothers’ 2004 summer associate class for Sales and Trading.
Citigate Markowitz & McNaughton Reston, VA
Senior Associate 2000 – 2003
Provided strategic intelligence and consulting advice to Fortune 500 companies and private equity firms.
Offered strategic options to clients by defining market size and segments, identifying customer needs and
perceptions, and assessing competitors. Interviewed senior executives to identify relevant trends. Led
one to four analysts on projects ranging from $20,000 to $150,000.
Evaluated the sales force of a rural telecom provider using primary and secondary research to model
regional markets and demand. Recommended a new customer segmentation scheme that, when piloted,
resulted in significantly higher revenues and increased salesperson productivity.
Benchmarked the corporate communication functions of various companies for a global pharmaceutical
client. Educated client on best practices and recommended the development of a more focused
stakeholder relations strategy. Led to the formation of a cross-functional implementation committee.
Assessed the performance and positioning of a portfolio company for a private equity firm. Analysis
prompted a change in strategy and restructuring of management.
The World Bank – Country Management Unit for Mozambique and Zambia Washington, DC
Operations Analyst 1998 – 2000
Country Assistance Strategy (CAS) determines the size and scope of a country program over three years.
Interviewed 20 non-governmental organizations and private companies in Zambia to assess the impact of
existing programs. Discussed common strategic priorities, points of conflict, and future prospects to gain
a better understanding of the Bank’s role in the region and its interactions with key stakeholders.
Consulted approximately 30 bilateral and multilateral donors in both Zambia and Mozambique to map
lending activities, develop budget forecasts, and identify areas of comparative advantage. Used data to
recommend an increased focus on technical assistance and the elimination of redundant projects.
Monitored 13 projects ($690m) in Mozambique and 14 projects ($675m) in Zambia.
Coordinated management of the portfolio by consulting regularly with 27 managers responsible for
various infrastructure and technical projects. Developed budget estimates, determined risk factors,
identified potential sponsors, and analyzed lending scenarios.
Facilitated and consulted on pipeline projects to determine scope, identify potential partners, and
communicate purpose and expected impact to other country team stakeholders.
Ministry of Finance and Economy, Republic of Korea – Financial Cooperation Division Seoul, Korea
Information Officer 1996 – 1998
Speechwriter for the Deputy Prime Minister, Vice Minister, and Deputy Minister. Prepared position
papers and briefings for bilateral and multilateral meetings (World Bank Annual Meetings, APEC, WTO
negotiations) on OECD derogation and financial market liberalization.
Composed press releases and correspondence on financial policy for the international press. Also
responsible for meetings, protocol, speeches and response materials for the Deputy Prime Minister during
the 1997 World Bank/IMF Annual Meetings in Hong Kong.
PERSONAL
Basic knowledge of the Korean language. Extensive travel around the world, including Korea, Hong Kong,
Japan, Mozambique, Zambia, Brazil, and various countries in Europe.
Active a cappella singer, golfer.
Eun Jeong Kim
104 Ivy Drive, Apt10 ● Charlottesville, VA 22903 ● (434) 242 -5622 ● KimEu05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Member of Finance and International Business Clubs and Graduate Women in Business
EWHA GRADUATE SCHOOL OF INTERNATIONAL STUDIES Seoul, Korea
Master of Arts, concentration on International Trade, February 1999
• Elected President - Graduate School Student Association
• Received full merit-based scholarship from the Korean Government
EWHA WOMANS UNIVERSITY Seoul, Korea
Bachelor, Business Administration, February 1997
• Elected President - Student Association of the Business Administration Department
• Won first place award for outstanding Business Administration thesis entitled “Business Restructuring in Korea”
EXPERIENCE
Citigroup, Seoul, Korea Summer 2004
Summer Associate, Global Consumer Group
• Accepted an offer to join a rotation program in the Global Consumer Group
ADDITIONAL
• Passed Virginia AICPA exam and CFA Level I exam, Candidate for the CFA Level II
• Native in Korean, Fluent in English
• Enjoy hiking, swimming, listening to Jazz
DAVID LAUFFER
2102 Arlington Boulevard, #10, Charlottesville, VA 22903 • (434) 977-0975 • LaufferD05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Vice President Darden Private Equity Network (DPEN); Member of Finance Club
• Elected section Career Development Representative
• Participated in Stockholm School of Economics-sponsored trip to Sweden
Ohio Wesleyan University Delaware, OH
Bachelor of Arts, Microbiology (focus on Molecular Genetics), May 1998
• Dean’s List, National Science Foundation Fellow, Eagle Scholar, Wilson Award
• Phi Gamma Delta Fraternity-Community Service Chair, Rush Chair, Alumni Newsletter Editor
EXPERIENCE
Banc of America Securities LLC (Summer 2004) New York, NY
Corporate & Investment Banking Summer Associate
PERSONAL
• Founder/ Co-Chairman of the MMI Social Action Committee, an organization that focuses on community
service initiatives in Washington, DC, such as “Help the Homeless DC” and Embassy Suite’s “Trick or Suite”
• Enjoy aviation, lacrosse, and public speaking
GARY R. LAWSON, II
107 West Water Street, Apartment #8, Charlottesville, Virginia 22902
(760) 613-3455
grl3c@virginia.edu
EDUCATION
2002-Present DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA SCHOOL OF LAW
JD/ MBA Candidate, Class of 2006
Finance Club, Virginia Law and Business Association, Federalist Society
Vice-President of the Virginia Law Veterans Association
PROFESSIONAL EXPERIENCE
2004 LEBOEUF, LAMB, GREENE, & MACRAE, Summer Law Associate New York City, NY
• Accepted a summer associate position with the corporate transaction group.
2003 WILSON, SONSINI, GOODRICH, & ROSATI, Summer Law Associate Reston, VA
• Performed extensive research and wrote several memoranda on the Sarbanes-Oxley Bill.
• Drafted memoranda analyzing shareholders’ voting rights under Delaware corporate law.
• Assisted in defending and advising companies in securities litigation and regulatory matters.
1997-2002 UNITED STATES MARINE CORPS, Captain, Infantry Officer Camp Pendleton, CA
Aide-de-Camp to the Commanding General, 1st Marine Division (June 2001- July 2002)
• Served as the Aide-de-Camp to LtGen James T. Conway, USMC
• Conducted research and composed point papers for speaking engagements.
• Supervised expenditures for repairs, maintenance, and improvements to the General’s quarters.
• Executed detailed security planning for two high-level Middle East visits after the 9/11 attacks.
• Selected for this assignment as the most junior officer in a highly qualified pool of Marines.
Assistant Operations Officer, 1st Light Armored Reconnaissance Battalion (February-June 2001)
• Compiled data and calculated combat readiness percentages for reports sent to the Joint Staff.
• Devised, implemented, and maintained a reporting system to ensure subordinate units within
the battalion attained necessary combat qualifications.
Platoon Commander, 1st Light Armored Reconnaissance Battalion (October 1998-February 2001)
• Commanded 60 Marines with 10 armored vehicles and equipment worth approximately $5MM.
• Developed and executed complex plans integrating ground maneuver with synchronized
delivery of aerial, artillery, and mortar fires during a three week “Combined Arms Exercise.”
• Selected to lead an independent command aboard the 13th Marine Expeditionary Unit flagship.
• Led a 30-Marine counter-militia force in East Timor in support of humanitarian operations.
• Led Marines during recovery efforts for the USS Cole after an Al-Qaeda attack in Yemen.
• Developed and briefed senior commanders on a significant portion of the emergency evacuation
contingency plan for FBI and State Department personnel investigating the USS Cole attack.
• Awarded the Navy and Marine Corps Achievement Medal for outstanding leadership.
PERSONAL
• Top Secret security clearance conferred in 1995.
• Starting member of the 2002 Military National Championship Rugby team.
• Travels in 19 countries spanning North America, Asia, Africa, the Middle East, and Europe.
• Enjoy golf, skiing, scuba diving, exercising, and reading about American presidential history.
DAVID S. LEE, CPA
138 Harvest Drive, Charlottesville, VA 22903 • (646) 418-5124 • LeeD05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Active member of Finance Club
• Elected to serve as Section Review Coordinator
Binghamton University, School of Management Binghamton, NY
Bachelor of Science, Accounting, May 1997
• Magna cum laude, Dean’s List, Golden Key National Honor Society, Beta Alpha Psi Honor Society
EXPERIENCE
Standard & Poor's New York, NY
Summer Associate, Corporate Credit Ratings Summer 2004
• Accepted offer to join the Summer Associate Class of 2004.
American Stock Exchange, LLC (Amex) New York, NY
Senior Analyst, Listing Qualifications (Continued Listing) 2001-2003
• Conducted financial and corporate governance analysis of listed companies to uphold integrity in the markets.
• Performed fundamental research and due diligence on 15-18 companies on a continuous basis, including
financial statement analysis and interviews with senior management teams to evaluate the listing of
non-compliant issuers on the Amex.
• Advised corporate executives on transactional issues including private placements, recapitalizations, mergers
and acquisitions, and privatizations. Analyzed the impact of transactions on continued listing standards.
• Developed recommendations to delist 24 non-compliant companies. Presented written and oral
recommendations to a Committee on Securities Panel for five companies that appealed delisting decisions;
23 of 24 recommendations were delisted.
• Served as the primary Listing Qualifications Department contact for over 200 structured products and
Exchange Traded Funds totaling over $100 billion in market capitalization.
• Led effort to transfer the responsibility for 17 HOLDRS trusts into the Listing Qualifications Department.
Created regulatory procedures manual and trained two team members on the analysis of these securities.
Analyst, Listing Qualifications (Continued Listing) 2000-2001
• Analyzed historical and projected performance, business plans, and material events of Amex issuers.
• Acted as the primary Listing Qualifications contact for 180 Amex listed issuers whose securities consisted of
common and preferred stock. Market capitalization of issuers ranged from $3 million to $1 billion.
• Conducted quantitative and qualitative review of issuers through analysis of approximately 2,800 SEC filings
and other disclosures in accordance with Amex rules and SEC regulations. Communicated with issuers and
the SEC regarding the review statuses and rendered decisions.
BDO Seidman, LLP New York, NY
Associate, Assurance Services 1997-2000
• Planned and managed all aspects of audit engagements for clients whose sales ranged from $300 million to
$2 billion. Formulated audit strategy, prepared budgets, interacted with clients, and coordinated partner and
manager reviews of work papers as well as audit findings.
• Conducted in-depth reviews of client operations - detailed audit testing, internal control reviews, and
analytical procedures; advised client management regarding findings and suggestions for improvement.
• Researched and resolved industry issues applying FASB, GAAP and Principle standards of companies in
industries including manufacturing, retail, technology, financial services, transportation, and real estate.
• Trained and supervised audit staff of two on engagements.
Business Advisory Services
• Performed valuations of intangible assets using discounted cash flow analysis.
• Assisted in transfer-pricing studies of a $3 billion multi-national consumer products enterprise.
PERSONAL
• Certified Public Accountant, State of New York, December 1999.
• Volunteer activities included Christmas in April, Community Tax Aid, and Habitat For Humanity.
• Interests include golf, tennis, travel, and automobiles.
• Former U.S. Open Ball Boy for the United States Tennis Association.
Jonathan A. Lee
2401 Arlington Blvd. #42 • Charlottesville, VA 22903 • (H) 434.295.6313 (C) 646.621.4584 • LeeJ05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member of Finance, Healthcare, and Darden Capital Management Clubs.
• GMAT: 730
DARTMOUTH COLLEGE Hanover, NH
Bachelor of Arts in History, June 1999
• Appointed Business Manager & Sports Editor of The Dartmouth daily student newspaper.
• Selected Stroke Oarsman, Dartmouth Crew; Elected Officer, Alpha Chi Fraternity.
EXPERIENCE
Summer 2004 FISHER SCIENTIFIC INTERNATIONAL Hampton, NH
Fisher Scientific Int’l., a Fortune 500 Corporation, is the world’s leading provider of equipment,
supplies, and services for the medical, clinical lab and global scientific research markets.
• Accepted Finance Internship within the Corporate Development & Strategy Division.
PERSONAL • Volunteer Tutor: InterFaith Neighbors literacy program for inner-city youths (2001-2003).
• Enjoy skiing, fishing, golf, squash, tennis, and traveling.
DOUGLAS A. LERIT
112 Ivy Drive, #9 • Charlottesville, VA 22903 • (917) 771-3213 • LeritD05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• VP of Technology – Darden Finance Club
• Operations Co-Chair – Christmas in April Executive Committee
EXPERIENCE
Summer 2004 LEHMAN BROTHERS
Summer Associate – Sales and Trading Division
• Accepted offer to join Summer Associate Class of 2004 – Sales & Trading rotational program
PERSONAL
Charlottesville Special Olympics Coach, Darden Rugby Club, Enjoy playing soccer and Greco-Roman wrestling.
Catherine (Chao-ting) Lin
118 Ivy Drive, Apt.4 • Charlottesville, VA 22903 • (434) 409-2297 • LinC05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University Of Virginia
Candidate for Masters of Business Administration, May 2005
• Finance Club Vice President of International Relations
• Member of Consulting Club and Rowing Club
National Taiwan University Taipei, Taiwan
Bachelors of Business Administration – Accounting, June 1999
• GPA 3.64
• Debater of the Year, National Intercollegiate Accounting Debate Contest, 1998/1999
• Cathay Life Insurance Co. Scholarship
• Director, Debate Club of National Taiwan University, 1998
EXPERIENCE
Pac-Link Management Corp., Yulon Group Taipei, Taiwan
Venture capital investment arm of the biggest automobile manufacturer in Taiwan; six funds valued at $200 million
are under management.
Investment Assistant to General Partner, 2000-2003
Analysis & Valuation
• Conducted comprehensive market and product research, with special emphasis on LCD monitor and consumer
electronic IC industry.
• Teamed with senior investment managers to screen over 100 investment targets. Conducted field visits
and interviewed management teams to evaluate operational efficiency, R&D potential and management
competency.
• Valued investment targets by using comparable public companies, discounted cash flow and comparable
transaction analyses.
• Co-produced investment evaluation reports that led fund investors through final due diligence process.
• Gathered information to develop a pitch book that led to a new fund valued at $30 million.
• Monitored portfolio investment/liquidation schedule for company strategy setting.
• Researched the feasibility of raising funds in China; in particular assessing the legal system & capital market.
Leadership
• Advised portfolio companies on capital structure mix, projected future funding needs and planned equity-
raising activities.
• Led a U.S. voice-recognition company to reshape business strategy. Collaborated with lawyers and CPAs to
accomplish equity restructuring and stock swap transactions.
Galaxy Software Services Taipei, Taiwan
One of the leading software application providers in Taiwan
Product Specialist, Finance Business Unit, 2000
• Developed an executive information system for banking based on a balanced scorecard model.
• Identified key indicators in the banking system for strategic management, including financial, customer,
process, innovation and risk management information.
• Partnered with senior system analysts and programmers to design software applications and user interface.
Deloitte & Touche Taipei, Taiwan
Audit Intern, 1998-1999
• Participated in the audits of two public and three private companies in the retail and banking industries.
• Performed audit testing, inventory observation and tax filing.
• Conducted operated internal control testing and drafted improvement memoranda.
PERSONAL
• Native Chinese speaker, fluent in English and conversant in Taiwanese.
• Passed Level I of Chartered Financial Analyst (CFA) program; candidate for Level II.
• Avid traveler, visited more than 10 countries. Interests include piano playing, reading and swimming.
TERRY T. LY
124 Ivy Drive, Apt. 3 • Charlottesville, VA 22903 • 703.655.2758 • LyT05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member of Darden Finance Club and Graduate Women in Business
UNIVERSITY OF VIRGINIA Charlottesville, VA
Bachelor of Arts in Economics, May 1999
• Minor in Mathematics
• GPA: 3.6; Dean’s List
EXPERIENCE
Summer 2004 THE HOME DEPOT Atlanta, GA
Finance Intern, Future Leaders Program
• Accepted offer to join the Future Leaders Program as a Finance Intern.
2001 - 2003 LAMCO INTERNATIONAL Manila, Philippines
The largest information technology distributor in the Philippines and a family corporation
Corporate Finance Manager, Corporate Finance Department
Business & Financial Analysis
• Managed a team of six professionals as head of the Corporate Finance Department.
• Implemented the company’s new strategy of optimizing financial performance across all business units,
creating policies that emphasized balance sheet health, increased profitability and more efficient capital
management.
• Performed comprehensive analyses of monthly performance and financial contribution across all
business units in order to facilitate corporate resource-allocation decisions and provide detailed
measures of Business Unit Manager performance.
• Absorbed the Cost Accounting Group into Corporate Finance in order to enhance the flexibility of
inventory valuation methods and to better monitor the continuous flow of a crucial asset.
Internal Financial Control
• Restructured the compensation system for middle managers in order to better align divisional goals with
the overall company’s new strategic direction.
• Increased the clarity and efficiency of accounting and internal control systems by eliminating labor-
intensive procedures, automating routine functions, and revising certain accounting policies to conform
with US GAAP.
• Enhanced productivity in the sales, marketing and accounting departments by significantly improving
the functionality and relevance of the company’s Enterprise Resource Management software and
integrating a greater number of corporate functions into the program.
1999 - 2001 SALOMON SMITH BARNEY New York, NY
Investment Banking Analyst, Large Cap Diversified Group
• Advised the bank’s largest clients on a variety of transactions, including acquisitions, divestitures, spin-
offs, debt issuances, and initial public offerings.
• Designed and executed financial valuation and merger models using discounted cash flow, accretion /
dilution, precedent transaction and comparable companies analyses. Also prepared management
presentations, IPO marketing materials, commitment committee and offering memorandums.
• Conducted due diligence for M&A transactions, coordinated management roadshows for capital- raising
engagements, and participated in drafting sessions for underwriting assignments.
Selected Transactions
• Agere Systems Inc.’s $3.6B initial public offering.
• United Technologies Corp.’s attempted acquisition of Honeywell International Inc.
• General Motors Corp. / Hughes Electronics Corp. $9.0B stock exchange offer.
• Hughes Electronics Corp.’s $3.8B sale of its satellite manufacturing division to The Boeing Company.
PERSONAL
• Interests include golf, travel, food, wine and recreational reading.
Brian P. Maguire
332-L Commonwealth Court • Charlottesville, VA 22901 • (773) 301-5618 • MaguireB05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Master of Business Administration, May 2005
• Darden Capital Management: Co-manage the Monticello Fund by investing $700,000 of the
university’s endowment in the public equity and debt markets.
• GMAT: 700
EXPERIENCE
ELI LILLY & CO., Pharmaceuticals (Summer 2004) Florence, ITALY
Corporate Financial Planning & Treasury Associate
• Accepted offer for summer 2004
Consultant
• Reviewed an internal supplier performance for Picanol, a $720 million-a-year weaving machinery manufacturer.
• Identified sourcing valuation benchmarks and provided recommendations to the Vice President about a possible supplier spin-off.
• Segmented the supplier base and calculated the efficiency/cost/feasibility parameters of each segment in the design of alternative
sourcing scenario that would bring a $240,000 (6%) yearly cost reduction for the five years to follow.
• Structured a new risk analysis framework for collaborative engineering with suppliers for global outsourcing projects.
• Coordinated a team of four people responsible for reorganizing the European engine operations at Toyota Motor Company.
• Constructed a mathematical model and used it to build a real-time data information system accessible across the whole supply chain
Project Analyst
• Drafted plan that outlined customer requirements for a new suspension module developed by Tenneco Automotive.
• Streamlined synergies between two units, bringing time-to-market from 12 down to 10 months, and reducing raw material costs by 7%.
• Negotiated new terms for a contract with a supplier for testing equipment, achieving a 30% reduction in capital expenditure.
• Analyzed industry conditions, cost structure, performed competitor analysis, and outlined marketing strategy for a breakthrough in-
vehicle electronic component for Alcatel Microelectronics.
• Designed a more efficient design-to-supply procedure that has reduced testing costs of Prost Formula 1 Racing Team by 35%.
PERSONAL
• Italian native speaker, fluent in English, conversant in French.
• Passionate reader of science fiction & thriller books, expert guitar player, avid traveler, former race driver (Renault Clio cup).
Steven M. Majocha
108 Ivy Drive, Apt. 2 Charlottesville, VA (434) 220-5263 MajochaS05@darden.virginia.edu
____________________________________________________________________________________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration, University of Virginia Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Darden Capital Management
• Appointed senior fund manager for approximately $1,000,000 of Darden’s endowment invested in public
equity and debt markets
Drexel University Philadelphia, PA
B.S. Business Administration – Finance and International Business, March 2000
• GPA: 3.81 Magna Cum Laude
• Financial Executives Institute 2000 Medallion Award Recipient
• Member of Division I Drexel University Baseball Team
____________________________________________________________________________________________________________________________________________________________
EXPERIENCE
Neuberger Berman Management Inc. New York, NY
Supervisor – Retail Sales 2002-2003
• Managed a team of twelve registered representatives responsible for servicing Neuberger Berman’s clients.
Designed an incentive based program to retain high risk assets at Neuberger Berman. Led team to retain more
than $10,000,000 in assets over a ten month period.
• Headed a cross-departmental task force designed to implement new strategies and operating methods for the
firm. The team successfully integrated a new operating system which reduced trade reconciliation by 70%.
• Interviewed applicants and provided training for new registered representatives in Investment Styles, Sales
Techniques, Legal Procedures and Regulations, Market and Investment Procedures, Economic Analysis and
Product Knowledge. Trained 35 new representatives in an intensive 4 – week classroom training program.
• Researched and prepared a monthly report on mutual fund performance for the sales department. Analysis
includes index comparison, portfolio composition, risk assessment, historical data and third party ratings.
• Appointed to a specialized task force created to redesign and establish transaction capabilities on the investor
website. Responsible for keeping the investor’s perspective in mind while developing the website.
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member of Marketing Club, Finance Club, and Graduate Women in Business
• Shelter for Help in Emergency volunteer
• GMAT: 700
PROFESSIONAL EXPERIENCE
PERSONAL
• Avid skier, traveler, and fiction reader
• Active member of The Bryn Mawr School Alumnae Board
Elad Mardix
111 Ivy Drive, Apt. 2 • Charlottesville, VA 22903 • Cell: (434) 962-4957 • MardixE05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Active member of Finance Club, Private Equity Network, and International Business Society.
Bar Ilan University Ramat Gan, Israel
Bachelor of Arts, Economics & Accounting (dual major), July 2001
• Managed $8 million investment portfolio for private clients while in school.
• Worked 30-50 hours per week to pay for 100% of costs.
EXPERIENCE
Summer JPMORGAN CHASE New York, NY
2004 Summer Associate, Investment Banking
• Accepted an offer to join the Summer Associate Class of 2004.
EDUCATION
EXPERIENCE
PERSONAL
• Languages: native Portuguese speaker, fluent in English.
• Interests: scuba diving, running, and popular Brazilian music.
Antonio C. R. Martins
1512 Minor Ridge Court ● Charlottesville, VA, 22 901 ● (434) 974-6713 ● martinsa05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters in Business Administration, May 2005
• Darden Capital Management – Fund Manager, Darden Fund. Selected as one of the managers of
$1 million portion of the school’s endowment.
• Member of the Finance Club and Latin American Student Association.
• GMAT: 700
IBMEC—BRAZILIAN INSTITUTE OF CAPITAL MARKETS São Paulo, Brazil
Postgraduate Course in Finance, June 1999
• Company sponsored
UNIVERSIDADE DE SÃO PAULO São Paulo, Brazil
Bachelor of Economic Sciences, December 1995
EXPERIENCE
Summer, 2004 COMPANHIA SIDERÚRGICA NACIONAL — CSN São Paulo, Brazil
Summer Associate
• Accepted offer to join a rotation program in the Treasury and M&A Divisions.
PERSONAL
• Portuguese native speaker, fluent in English, able to read Spanish.
• Completed courses in Option Valuation, Risk Management, and Technical Analysis at Brazilian
Futures Exchange (BM&F).
• Competitive swimmer.
JAMES T. MAUK
123 Ivy Drive, Apt. 1 y Charlottesville, VA 22903 y (434) 531-2054 y maukj05@darden.virginia.edu
________________________________________________________________________________ __
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Treasurer - Finance Club
• Member - Healthcare Club & Private Equity Network
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Member of Finance and Investment Management Clubs
• Elected First Year Section Officer
• GMAT: 750 (99th percentile)
UNIVERSITY OF UTAH Salt Lake City, UT
Bachelor of Science in Finance, May 2000
• Worked full-time during undergraduate studies, while maintaining a 3.53 GPA
EXPERIENCE
2004 M&T BANK, Retail Banking Analyst Buffalo, NY
• Accepted summer associate position in Retail Banking Division
2002-2003 FRANKLIN COVEY, Operations Analyst Salt Lake City, UT
Leading productivity consulting firm
• Analyzed financial statements for $160MM division. Audited cost of sales data for seven global
regions. Created monthly variance reports for business unit CFO and finance leadership team,
detailing the causes of fluctuations. Led to COS reductions of 2%.
• Constructed product forecasts in consultation with product marketing managers. Analyzed sales
data using several statistical methods including regression and time series analysis, algorithms,
and weighted average modeling techniques, reducing forecast variances by 25%.
• Managed inventory for more than 1,400 products. Calculated inventory turns, performed ABC
analysis and estimated quarterly inventory obsolescence reserves. Increased inventory turnover
from two to six turns annually.
1999-2002 ELECTRONIC DATA SYSTEMS (EDS), Financial Analyst Salt Lake City, UT
Fortune 100 outsourcing services company
• Performed all journal entries, cost allocations and accruals for three call centers in the U.S. and
Canada. Responsible for related P&L analysis and pro-forma projections.
• Generated rolling three-year budgets by month, detailing revenue and expenses at the line level.
Reduced monthly variances between actual and budgeted results by 15%.
• Drafted departmental reports evaluating major call center metrics e.g. inbound calls received,
conversion rate, average order size, units per transaction, daily revenue. Analyzed daily results
compared to budgeted data and initiated action plans to improve financials.
1996-1999 FRANKLIN COVEY, Production Supervisor Salt Lake City, UT
Leading productivity consulting firm
• Supervised 26 employees in manufacturing environment. Managed all personnel decisions
including staffing, compensation and performance management issues.
• Established departmental production goals for four independent teams. Oversaw maintenance of
equipment valued at $4MM. Advocated successful purchases of capital equipment that
decreased variable labor costs by 25%.
• Improved process and system flows on assembly lines. Increased production capacity by 15%, as
a result of decreasing change-over times from 30 minutes to less than three minutes.
PERSONAL
• Fluent in Portuguese. Lived in Brazil from 1994-1996.
• Big Brothers Big Sisters mentor; Special Olympics volunteer.
• Interests include astronomy, strategy games, camping and travel.
ALEJANDRO MEDINA
128 Ivy Drive #11 • Charlottesville, VA 22903 • 434-220-5273 • MedinaJ05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
Candidate for Masters of Business Administration May 2005
• Active in Consulting Club, Finance Club & Latin American Student Association
• Appointed Chair of the LASA Conference
Universidad Iberoamericana Mexico City, Mexico
Bachelor of Science, Industrial Engineering, May 1999
• Selected to be teacher assistant for financial engineering professor (1998)
• Active in the Industrial Engineering Student’s Association
EXPERIENCE
Summer A.T. Kearney Mexico City, Mexico
2004 Summer Associate
• Accepted an offer to join the Summer Associate program
PERSONAL
• Volunteer at PROED I.A.P., non-profit organization focused on improving public schools, responsible
for student volunteer activities and general strategy themes
• Fluent in Spanish and English
• Enjoy sports, traveling and movies
JOSEPH A. MILLER
500 McIntire Rd., #15 (434) 295-0321
Charlottesville, VA 22902 millerj05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member: Finance, General Management Clubs
EXPERIENCE
PERSONAL
• Eagle Scout, Big Brothers Big Sisters, North Carolina Society of New York.
• Interests: Basketball, fishing, cooking, movies and travel.
JACQUELYN M. MINNS
138-06 Ivy Drive ● Charlottesville, VA 22903 ● 434.220.6735
MinnsJ05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member of the Finance Club, Darden Private Equity Network and Graduate Women in Business.
• Participant in Darden Brand Challenge.
EXPERIENCE
MORGAN STANLEY New York, NY
Summer Associate, Private Wealth Management (June 2004 – August 2004)
• Accepted offer to join Summer Associate Class of 2004 at Morgan Stanley.
Key Transactions
• Completed over twelve securitization transactions for Onyx Acceptance Corporation, representing approximately $5
billion in funding. This included a $75 million securitization of the residual cash flows from nine outstanding transactions.
Modeled existing deals to perform default sensitivity analyses, provided price-yield matrices to investors and managed a
$50 million residual line of credit.
• Managed five of Shinsei Bank’s cross-currency collateralized loan obligations including the first $100 million Japan-US
cross-border securitization. Coordinated a simultaneous roadshow in the US, Japan and Europe, used Monte Carlo
simulations to predict loan defaults, and played an integral role in the development of Master Trust documents.
• Assisted on the first $646 million auto and $847 million recreational vehicle principal finance securitizations. Created bid
letters for the purchase of loan portfolios from CIT and Washington Mutual and performed loan portfolio due diligence.
PERSONAL
• Series 7 licensed.
• Enjoy water skiing, scuba diving, playing guitar and traveling.
J. MICHAEL MONK
1926-B Ivy Road • Charlottesville, Virginia 22903 • (404) 274-3173 • MonkJ05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Finance Club, Darden Private Equity Network
• GMAT: 700
UNIVERSITY OF GEORGIA Athens, GA
Bachelor of Business Administration, Finance, June 1998
• Sigma Alpha Epsilon Fraternity – President, Vice President, and Rush Chairman
• UGA Inter-fraternity Council – Secretary and Scholarship Chairman
EXPERIENCE
Summer 2004 CREDIT SUISSE FIRST BOSTON New York, NY
Summer Associate, Investment Banking
2002-2003 BRIGHTON PARTNERS, LLC Atlanta, GA
Associate, Private Equity
• Analyzed controlling interest equity investment opportunities in companies with annual revenues
ranging from $10 to $100 million.
• Collaborated with senior partners in negotiating terms and structures for equity investments
and debt financing associated with leveraged buyouts of small to middle-market companies.
• Built a comprehensive LBO model the firm adopted to evaluate all potential investments.
• Researched industries, completed detailed cash flow analyses on prospective buyouts, and led due
diligence efforts on prospective companies and management teams.
1998-2002 FIRST UNION SECURITIES, INC. (now Wachovia Securities)
2001-2002 Investment Banking Analyst - Financial Sponsors Group New York, NY
• One of three analysts selected to help develop private equity practice in New York.
• Provided “one-stop” financing solutions for leveraged buyout transactions and other financial advisory
services to the portfolio companies of private equity clients.
• Structured, underwrote and syndicated senior, mezzanine, and high yield acquisition financings as well
as select preferred and common equity co-investments.
• Performed significant transaction due diligence including, extensive credit analysis, financial
modeling, and valuation analysis. Participated in management presentations and on-site due diligence.
• Coordinated with senior bankers to identify strategic alternatives for private equity clients’ portfolio
companies and worked with product groups to evaluate, pitch, and execute recapitalizations, add-on
acquisitions, sellside M&A opportunities, and initial public offerings.
1998-2000 Investment Banking Analyst - Leveraged Finance Group Charlotte, NC
• Executed the origination, underwriting, and syndication of leveraged bank loan issues and high yield
debt issues for both public and private companies in a broad range of industries.
• Created comprehensive financial models and comparative evaluation analyses to evaluate acquisitions,
leveraged buyouts, and other financial objectives for client companies.
• Prepared rating agency and bank meeting presentations for leveraged loan offerings as well as offering
memoranda. Conducted due diligence with company senior management, performed extensive
industry and market research, and responded to bank syndicate questions and concerns.
Transaction Highlights:
- $425 million senior secured credit facility: strategic acquisition by a designer, manufacturer and
distributor of integrated electronic security systems.
- $300 million high yield offering: strategic acquisition by a manufacturer of automotive parts.
- $20 million preferred equity investment: buyout of a restaurant company.
PERSONAL
• Volunteered as a tutor at a local high school in Charlotte, NC and as a coach / mentor in the Future
Possibilities program in New York, NY. Other interests include running, travel, and reading.
GARTH MONROE, CPA
2649-1 Barracks Road • Charlottesville VA 22901 • 434.295.5638 • MonroeG05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2005
• Treasurer, Co-Founder Sky Club at Darden
• Elected First Year Section Officer, Student Affairs
• Member of Finance Club and General Management & Operations Club
• Hosted CFO of JetBlue Airways for IPO and valuation presentation
University of Connecticut Storrs, CT
Bachelor of Science in Business Administration, Accounting, May 2000
• Summa Cum Laude, Honors Scholar, GPA 4.0
• Awarded Furash Medal for outstanding research on aerospace industry thesis
EXPERIENCE
Summer 2004 MassMutual Financial Group Springfield, MA
Executive Development Program
Completing special initiative projects for senior executives in finance and capital markets.
2000 – 2003 Pratt & Whitney Middletown, CT
Controller – Commercial Engines Business Unit
Responsible for financial performance of $25M, 125-person manufacturing organization,
ensuring on-time and on-cost delivery of 275 engines/year using an integrated MRP system.
• Forecasted and budgeted detailed financial plans, including manpower requirements to
support build schedule. Consolidated and reported financial results using Hyperion.
• Developed/negotiated valuation for $5M outsourcing contract with CFO of key
subsidiary.
• Wrote monthly finance reports and presented results to vice president of operations.
• Created complex financial models as part of proposed engineering initiatives.
• Led inventory project team to map and validate effective control points for $1B of annual
inventory transactions in accordance with Sections 302 and 404 of Sarbanes-Oxley.
• Reduced average monthly inventory levels by 50%, $125M to $60M, by working with
engineering managers to synchronize build schedules and reduce system lead-times.
• Developed and presented aerospace industry case study to 40 Financial Leadership
Program Associates. Reviewed favorably by executive sponsors in attendance.
Business Associate – Financial Leadership Program
Developed an understanding of company’s structure and function within the aerospace
industry through two-year rotational program and regular contact with senior management.
• Experienced in program management, financial planning, operations, and accounting.
• Mapped out and consolidated chart of accounts for proper reporting by new acquisitions.
• Programmed database for $5B, 10-year Joint Strike Fighter Program. Reports financial
performance to US Government. Implemented at Hamilton Sundstrand and Rolls Royce.
1993 – 1997 United States Marine Corps Okinawa, Japan
Platoon Sergeant – III Marine Expeditionary Force
Trained, evaluated, and supervised 40-member platoon, ensuring compliance with
established standards. Administered disciplinary action and resolved grievances.
• Promoted four times in three years, advancing to increased positions of responsibility.
• Awarded Navy Achievement Medal for outstanding performance of duties.
• Awarded a second Navy Achievement Medal for outstanding leadership.
PERSONAL
• Professional: American Institute of CPA’s, Connecticut Society of CPA’s
• Tax Supervisor, Volunteer Income Tax Assistance Program
• Crew Leader, Habitat for Humanity
• Interests: Skiing, Running, Golf
BENNETT FINN MONSON
1116-A John St., Charlottesville, VA 22903 • 434/825-5073 • MonsonB05@Darden.Virginia.edu
________________________________________________________________________________________________________________________________________________________________________
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION
UNIVERSITY OF VIRGINIA Charlottesville, VA
Candidate for Masters of Business Administration May 2005
• Wuliger Scholarship recipient, Darden Capital Management, Finance Club.
WALSH SCHOOL OF FOREIGN SERVICE
GEORGETOWN UNIVERSITY Washington, DC
Bachelor of Science in Foreign Service, June 1999
• Internships at US Peace Corps in DC and at Daimler-Benz AG in Germany.
________________________________________________________________________________________________________________________________________________________________________
EXPERIENCE
Summer 2004 SG COWEN SECURITIES New York
Summer Associate, Media and Communications Investment Banking
• Will work on a seven-person team banking mainly radio station operators, TV station
operators, newspaper companies, an independent movie studio, and some niche
telecoms companies during a 12-week internship.
2001—2003 RAYMOND JAMES FINANCIAL St. Petersburg, FL
Research Associate, Sell-Side Equity Research / Equity Capital Markets
Analytical
• Developed investment theses and ratings on 12 lodging stocks with a senior analyst.
• Evaluated 50 real estate stocks with a team of six analysts.
• Built financial models of REITs and C-Corps and developed industry databases.
• Assessed stock valuations using intrinsic value analysis, net asset value analysis,
comparable multiples, and transaction multiples.
• Ranked #1 in 2001 and #3 in 2002 in stock picking among lodging industry analyst
teams by the Wall Street Journal.
• Evaluated management teams and the effectiveness of their strategies over time.
• Communicated analysis and recommendations through presentations to the equity
sales force during the “morning meeting” and published research reports.
• Learned how economic and industry trends translate into companies’ performance.
Capital Markets
• Advised analysts at investment firms on company and industry fundamentals.
• Learned the fundamentals of the capital raising and investment processes..
Leadership
• Built relationships with senior management teams at companies under coverage.
• Wrote a weekly lodging industry newsletter to increase visibility of analyst team.
• Led equity research associate recruiting efforts at two universities over two years.
1999—2001 KPMG CONSULTING Washington, DC
Consultant, Barents Group / International Economics & Financial Reform
Leadership & Management
• Managed staff and logistics on international economic and financial consulting
projects in several countries including Montenegro, Croatia, and Kazakhstan.
• Managed relationships with clients such as USAID, the World Bank, and the IFC.
• Focused on marketing consulting services to clients and business development.
• Led recruiting efforts to staff consulting projects requiring specific skill sets.
Emerging Markets Finance & Economics
• Assisted senior macroeconomist with building a national income account for Kosovo.
• Led a project analyzing corporate debt markets in Francophone West Africa.
Raul Morales
109 Ivy Drive, Apt. 6 (434) 960-1543 (C), (434) 220-6621 (H)
Charlottesville, VA 22903 MoralesR05@darden.virginia.edu
_____________________________________________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Selected as the Class of 2005 international representative for the MBA Program Advisory Group.
• Sponsored to attend three-day conference Emerging Markets: Innovations in Portfolio Management.
• Darden Capital Management, Finance Club.
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
University of Virginia
Candidate for Masters in Business Administration, May 2005
• Active member of Finance, Capital Management, Graduate Women in Business, and BBSF Clubs
• Candidate for Chartered Financial Analyst (CFA) Level I
INSTITUT SUPERIEUR EUROPEEN DE GESTION Paris, France
Bachelor of Science in International Management and Entrepreneurship May 2000
• GPA 3.80/4.0; Ranked among top 5% of the class
• Won $10,000 in a Business Plan Competition to start a TV production enterprise
• Secretary of Investment Management Club
• Obtained an International Business Management Certification at the University of California Riverside.
EXPERIENCE
PERSONAL
• Native French, conversant in Spanish
• Won the French National Dancing Championship in 1994, and performed in 19 countries on 4 continents
• Co-founded a social enterprise of 40 educators to mentor 1,000 teenagers in inner city projects in Paris
• Strong interest in international development issues; enjoy reading, traveling and playing soccer
Franklin James Ryan Mossburg
1274 Swan Lake Drive, Apt 302 • Charlottesville, VA 22902 • (434) 977-3820 • MossburgF05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Member of Finance, Consulting, and Outdoor Clubs
• GMAT: 770
EXPERIENCE
SG Barr-Devlin, Summer 2004 New York, NY
Summer Associate, Mergers and Acquisitions
Accepted an offer to join the Summer Associate Class of 2004
Project Manager
• Acquired and analyzed detailed purchase and output data to detect anti-competitive actions of a regulated utility and
calculate damages from those actions. Cooperated with lawyers and experts to develop and defend class action lawsuit
testimony through multiple hearings. Efforts led to over $70 million in ratepayer refunds and additional suits in two
other jurisdictions
• Led team in gathering data and creating Appendix A Market Power Analysis in support of Reliant Resources $2.9
billion acquisition of Orion Power. Coordinated with teams of lawyers, consultants and experts to deliver and defend
testimony
• Modeled potential savings of new multi-million dollar power plant development by analyzing extensive and detailed
utility data sets. Worked with developers and experts to simulate alternate dispatch and contract scenarios and develop
presentations detailing savings calculations for key political and regulatory bodies. Projected savings of up to over
$200 million per year for ratepayers
• Aggregated output of electric power market models with traditional financial models to predict future market revenues
for generation assets for asset sale from Columbia Energy to Orion Power. Outputs used to negotiate potential contract
buyouts.
• Examined detailed utility records to model potential benefits of gas/power swaps in support of multi-million dollar
lawsuit
• Performed market power analyses for inclusions in expert testimony in two state proceedings to support continuation of
competitive procurement processes
• Analyzed price data and contributed to writing of report; Still Waters Run Deep: Research on Price Volatility and the
Implications of that Research on FERC’s Standard Market Design. Helped present findings to Federal Energy
Regulatory Commission staff
• Helped prepare and present numerous offerings to clients and interested parties. Parties included independent power
producers, trade associations, law firms and the Federal Energy Regulatory Commission
• Promoted three times in five years, from Research Assistant to Project Manager
PERSONAL
• Proficient in Mandarin Chinese
• Avid reader (history and nonfiction), other interests include film, cooking, hiking, weightlifting and performing arts
RYAN P. NELSON
1958 Lewis Mountain Road ~ Charlottesville, VA 22903 ~ (704) 577-4024 ~ NelsonR05@darden.virginia.edu
PERSONAL
• Volunteer for Junior Achievement, Red Cross, Children’s Miracle Network, and Beads for Needs, LLC.
• Interests include playing golf, watching college basketball and football, live music, and traveling.
Erin C. O’Hara, CPA
115 Harvest Drive, Charlottesville, VA 22903 • (617)504-8705 • OHaraE05@darden.virginia.edu
___________________________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Consulting Club, General Management and Operations Club and Graduate Women in Business.
• Elected Admissions Representative.
2002 – 2003 Deloitte & Touche, LLP, Assurance and Advisory Services Division Boston, MA
Audit Manager
• Managed integrated teams of Deloitte & Touche and former Arthur Andersen personnel. Leveraged
existing client relationships resulting in the successful transition of a large multinational client.
• Benchmarked company audit results against industry peer groups to assist clients in assessing
performance and developing business strategy.
• Researched and analyzed implications of new accounting literature and regulations including
Sarbanes-Oxley and provided guidance to CFO’s and senior management on technical accounting
issues.
• Assessed the design and effectiveness of internal control structures, determined key risks and
identified recommendations for improvement. Resulted in structural improvements to several
internal control processes.
1998 – 2002 Arthur Andersen, LLP, Assurance and Business Advisory Division Boston, MA
Senior Auditor
Project Management
• Managed various audit engagements simultaneously including coordination with the client, staff,
managers and partners to ensure timely completion of projects in accordance with SEC requirements
and other client deadlines.
• Directed teams of two to five staff people. Responsible for daily instruction and coaching of staff as
well as formal evaluation and mentoring.
• Created deliverables to communicate the audit plan and subsequent results to the client including
members of senior management and audit committees.
Technical Analysis
• Performed audits and advisory services on companies whose main source of growth was through
business combinations including mergers and acquisitions in various industries including consumer
products, technology and pharmaceuticals.
• Assisted in the development of public stock offerings, including completion of SEC public company
filings and public debt offerings.
Client Servicing
• Identified opportunities for improvements to the audit process and implemented procedural changes
that were approved by senior management.
• Interacted with clients to understand expectations and introduce additional service opportunities.
Responsible for the coordination of all services provided to the office’s largest public client.
___________________________________________________________________________________________________
PERSONAL
• Successfully completed all four parts of the November 1998 CPA examination on the first attempt.
• Interests: running - two marathons to date and contemplating a third, photography, golfing, and reading.
Matthew (Man Kyu) Park
1237 Preston Ave. Apt 5, Charlottesville, VA 22903 • (434) 409 - 8934 • ParkM05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Member of Finance, General Management, and Asian Business Club.
YONSEI UNIVERSITY Seoul, Korea
Bachelor of Science, Electronic Engineering, February 1997
• GPA 3.55 (top 5%), Dean’s List six times.
• Winner of the prestigious “Micro Mouse Robot Contest of National Engineering Collegians” Award.
EXPERIENCE
LEHMAN BROTHERS (Summer 2004) Seoul, Korea
Summer Associate, Equity Research
• Accepted summer associate position in equity research of telecom industry.
PERSONAL
• Service leader of ‘The Good People’, a volunteer organization providing aid to Ethiopia.
• Competitive skier and golfer ; enjoy cooking ; extensive international travel
Jane H. Peacock
(C) 404.434.6937 • peacockj05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business, University of Virginia Charlottesville, VA
• Candidate for Masters of Business Administration, May 2005.
• Member: Finance Club, Graduate Women in Business, Opportunity Consultants, Inc.—Elected VP Business
Development, Outdoors Club—Elected VP Communications, Darden Technology Policy Team.
EXPERIENCE
Summer2004 Merrill Lynch & Company, Inc. New York, NY
• Accepted offer to join Summer Associate Class of 2004 at Merrill Lynch Global Markets
PERSONAL • Consultant and technical support lead for Wild Forever Adventures, a family-owned business
• Running with injuries, hiking, reading fiction and history
DAVID A. PERDUE
116 Ivy Drive Apartment # 1 ▪ Charlottesville, VA 22903 ▪ 415.810.4170 ▪ PerdueD05@Darden.Virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, May 2005
• Raven Society, One of three first-year students elected to the honor society of the University of Virginia
• Member of the Dean’s Long Range Advisory Committee
• Chief Financial Officer, University of Virginia Student Council
• Finalist, Walter Shipley Leadership Case Competition - $9,000 Team Prize
• 750 GMAT (99th percentile)
EXPERIENCE
GOLDMAN, SACHS & CO. New York, NY
Summer 2004 Summer Associate - Investment Banking division
• Accepted an offer to join the Summer Associate Class of 2004.
AT&T Bridgewater, NJ
2002-2003 Manager – Managed Services Business Planning and Strategy Group
• Consolidated and analyzed business plan and operating results for $6B division.
• Developed monthly presentation of operating performance. Delivered to Vice President and Senior Vice
President for presentation to President of AT&T.
• Modeled alternative structures for public financial statements. New allocation provided additional
product granularity and was incorporated into quarterly earnings release.
• Coordinated cross-functional team to create new volume reporting process. Resulted in 50% cycle time
improvement.
CONCERT B.V. (Global Venture of AT&T and British Telecom) San Francisco, CA
2001-2002 Senior Financial Analyst – Strategy and Corporate Development Group
• Constructed five-year strategic plan, P&L, balance sheet and cash flow models.
• Partnered with Venture Capitalists to develop Investor Memorandum and model impacts of various
funding options.
• Analyzed balance sheet leverage, working capital management and Dunn and Bradstreet reports to
determine credit history of potential merchant partners.
2000-2001 M&A Project Analyst – Strategy and Corporate Development Group Atlanta, GA
• Developed and used financial models to value impact of potential M&A transactions. Models included
pro-forma revenue and cash flow projections, discounted cash flow and merger consequences.
• Analyzed public statements and analyst reports to determine market comparables for financial
performance and strategic positioning.
• Created deal presentations for senior management team. Incorporated strategic objectives, financial
projections, transaction structure and expected synergies.
AWARDS
• Achieved AT&T high-potential manager ranking.
• Twice recognized with Managed Services Excellence Award for outstanding performance and teamwork.
ADDITIONAL
• Four years of study in Mandarin Chinese.
• Lived in or traveled to 4 continents, 24 countries, and 45 of the United States.
JUSTIN D. PINKHAM
2400 Arlington Blvd. #15 ● Charlottesville, VA 22903 ● (540) 429-1781 ● PinkhamJ05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Member Finance and General Management Clubs
Pennsylvania State University University Park, PA
Masters of Science, Aerospace Engineering, August 1998
• Full Academic Scholarship and Wherry Fellowship Recipient
• Authored and published three research papers
Cornell University Ithaca, NY
Bachelor of Science, Mechanical and Aerospace Engineering, Cum Laude, May 1996
EXPERIENCE
Summer 2004 General Motors, Treasurer’s Office
• Accepted summer internship position as a Senior Financial Analyst
EDUCATION____________________________________________________________________
Darden Graduate School of Business Administration Charlottesville, VA
The University of Virginia May 2005
Candidate for Masters of Business Administration
• Finance Club, Darden Christian Fellowship Leadership Team & Business Technology Club
• 2004 Darden Business Concept Semi-Finalist
• 2004 Deloitte Consulting Challenge Finalist
EXPERIENCE___________________________________________________________________
FRIEDMAN BILLINGS RAMSEY Arlington, VA
Summer Associate, Investment Banking Division Summer 2004
• Accepted an offer to join the Summer Associate Class of 2004.
SKILLS/INTERESTS_____________________________________________________________
• SAP R/3 Financial and Controlling Certified (FI/CO); proficient with Excel, PowerPoint, MS Project
• Served as a high school counselor at Fourth Presbyterian Church for four years
• Interests include: cycling, cooking, and habitat for humanity
Stephane Prigent
120-9 Ivy Drive ● Charlottesville, VA 22903 ● (434) 981-5632 ● PrigentS05@darden.virginia.edu
EDUCATION
EXPERIENCE
PERSONAL
Education
Darden Graduate School of Business, University of Virginia. Charlottesville, VA
Candidate for Master of Business Administration, May 2005.
• Member of General Management, Finance and Net Impact Clubs.
• Graduate Assistant, University of Virginia Varsity Rowing.
• Academic Tutor for undergraduate students.
Yale University, B.A. 1999. New Haven, CT
• Sociology Major. Selected for intensive major with concentration in Organizational Behavior.
Senior Thesis Topic: Case Study of KPMG – Effect on Efficiency of Horizontal Versus Vertical Integration.
Selected as Schwartz Research Fellow.
• Yale Varsity Heavyweight Rowing, Coxswain. Four-year varsity letter award; Gold medal, Royal Henley Regatta
(England); Gold and silver medals, Eastern Sprints Regatta; Invitation to U.S. National Team Camp; Named to 1995
Washington Post All-Metropolitan Rowing Team; Gold medal, International Universities Regatta, Beijing, China.
Experience
Kingdon Capital Management, Associate. July 2001 - April 2003. New York, NY
• Analyzed companies’ income statements, balance sheets and cash flow statements to pick outperforming stocks
within retail, restaurant and waste management industries, resulting in substantial returns during two-year period.
• Advised senior portfolio managers at hedge fund on selecting stocks within small, medium and large cap indices.
• Developed proprietary valuation model, using a variety of cash flow and earnings analyses, to evaluate investments
across sectors and industries.
• Assessed and structured retail portfolio for reduction of risk factors.
• Researched and identified small cap investment ideas with higher risk / return profiles for additional return on
investments.
• Built relationships with senior management at domestic Fortune 500 retail companies.
Credit Suisse First Boston, Equity Sales Analyst / Associate. July 1999 - July 2001. New York, NY
• Provided coverage to major institutional clients, accounting for revenues of over $50 million.
• Researched and communicated investment ideas and financial analysis to internal and external investment teams.
• Registered Licensed Broker (Series 7 and 63 Examinations).
• Sole member of equity class promoted from Analyst to Associate. Ranked in highest tier of sales analysts.
Yale Cake Agency, Senior Manager. 1997-1999. New Haven, CT
• Managed all operations of an on-campus dessert and party preparation business, including a $15,000 budget.
Prepared financial statements and negotiated contracts with vendors.
• Increased revenues and operating margins and increased operating profits by 95%.
• Appointed to Yale Student Agency Advisory Committee, overseeing operations of 12 student-run businesses with
total revenues of $150,000.
KPMG, Data Analyst. Summer 1998. Washington, DC
• Created and supported database for United States Postal Service Delivery Redesign Project.
Prior Summer Employment: Sallie Mae, Advantage International, and Northern Virginia Regional Park Authority.
Personal Interests:
• Rowing. Coached community adult rowing program in Alexandria, VA. Member of Power Ten Rowing Club,
supporting youth and community rowing programs.
• Long-distance running. Ran New York City Marathon 2002.
• Eagle Scout. Designed and supervised building of erosion control project in Rock Creek National Park.
MIKAEL J. PSCHERA
101 Ivy Drive, Apt. # 7 • Charlottesville, VA 22903 • (434) 227-0323 • pscheram05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
Candidate for Masters of Business Administration, May 2005.
• Member of Finance Club, General Management and Operations Club, and European Society.
BOSTON UNIVERSITY Boston, MA
Bachelor of Arts in Economics, School of Liberal Arts, May 1995.
• Summa Cum Laude with Distinction, Phi Beta Kappa.
Bachelor of Science in Business Administration, School of Management, May 1995.
• Summa Cum Laude, Beta Gamma Sigma. Concentration in Finance and Accounting.
EXPERIENCE
CITIGROUP GLOBAL MARKETS New York, NY, Summer 2004
Summer Associate − Investment banking division.
• Accepted offer to join the Summer Associate Class of 2004 at Citigroup Global Markets.
PERSONAL
• Native Swedish speaker, working knowledge of German and Finnish.
• Enjoy skiing, scuba diving, and traveling.
• Authorized to work in the US and Europe without restrictions.
BRENDAN T. RYAN
Summer Contact Information: (617) 470-5671, RyanB05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Member of the Finance Club and the Darden Private Equity Network
• GMAT: 710
• Elected Section Sports Representative
PERSONAL
• Active in the Bowdoin Alumni Association.
• Enjoy reading, running, basketball, golf, and skiing.
RALPH SAN MARTIN
83E Barclay Place Ct • Charlottesville, VA 22901 • Phone (786) 525-1961• email:sanmartinr05@darden.virginia.edu
____________________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• President Hispanic American Network at Darden
• Member of General Management and Operations Club, Finance Club,
Consortium for Graduate Study in Management
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Club Memberships: Real Estate, Finance, Christmas in April GMAT: 710
POMONA COLLEGE Claremont, CA
Bachelor of Arts, Major in Economics, May 1999
• Captain of Men’s Tennis Team, 1999
EXPERIENCE
CORAL REEF ALLIANCE San Francisco, CA
Packard Environment Fellow Summer 2004
• Accepted offer to perform research and present analysis to World Bank
SAPHIER SECURITIES, LP
Hedge Fund Manager 2002- 2003
• Managed own hedge fund after raising a total of $1 million from six investors
• Communicated my business strategy to prospective investors through individual presentations
and my written business plan
• Implemented trading strategies for stocks and stock options to manage diversifiable risk
• Analyzed companies’ financial statements and identified superior investment opportunities
• Identified trading opportunities through technical analysis of stock price and volume
movements
• In charge of corporate disclosures and reporting to investors
MBT, LLC
Junior Equity Options Trader 2001-2002
• Traded equity options on the Pacific Options Exchange for firm of market makers
• Hedged financial risk of options positions by trading underlying stocks
• In charge of monitoring financial developments through direct communication with financial
officers
• Identified volatility arbitrage opportunities through analysis
TIMBER HILL, LLC
Junior Equity Options Trader 2001
• Analyzed live option prices in trading pits on the Pacific Options Exchange to find profitable
trades
• Ranked first in Timber Hill training program
• Priced options with the Black-Scholes model in the Timber Hill training program
• Helped execute trades efficiently using Pacific Options Exchange software
WILLIAM M. MERCER, INC
Financial Analyst 1999-2001
• Managed team of four coworkers on two $20,000 communications projects
• Analyzed the financial performance of clients’ group benefit plan portfolios
• Developed financial models for managing and forecasting group benefit plan cash flows
• Developed marketing documents to request group benefit plan proposals from insurance
carriers
• Evaluated insurance carriers’ proposals to provide decision support in client plan selection
PERSONAL INTERESTS: Habitat for Humanity, surfing, reading and international travel
GUILHERME DE PUPPI E SILVA
2426 Arlington Blvd # G4 – Charlottesville, VA 22.903 • (434) 972-9721 • silvag05@darden.virginia.edu
EXPERIENCE
Summer 2004 Banco Itau S/A - Credit Analysis Sao Paulo, Brazil
• Accepted an offer to develop a credit raking system for middle-market companies;
2.001 - 2.003 Banco Itau S/A - Plataforma Empresas Central Sao Paulo, Brazil
Senior Manager and Vice President of the Credit Committee
Leadership
• Led a team of seven people in Commercial Banking Business, performing credit analyses, strategy to attract
investments, provided financial service and interviewed CEOs of middle market companies.
• Developed a project to improve the unit’s productivity by reducing bureaucracy and focusing on revenue.
• Tailored and implement course for thirty managers concerning strategies to achieve the areas goals.
• Coached a trainee two junior managers in lending and credit analyses.
Sales
• Supervised 350 accounts and over US$ 10 MM in assets and US$ 40 MM in investment portfolio
• Designed and coordinated a strategy to develop the investment portfolio, increasing it by 36% above target.
1.998 - 2.001 Banco Itau S/A - Plataforma Empresas Curitiba Curitiba, Brazil
Hired as a trainee, Manager in 40 months (usually time - 70 months)
Leadership
• Improved the department ranking from 14th to 5th in assets and quantity of clients.
• Trained a team of four assistants in attracting investments, improving in US$ 4 MM in two months.
• Designed and presented courses to my co-workers in new products launched by the bank’s board.
• Co-designed a project to increase the number of clients using the internet, reducing operational costs in 20%.
Sales
• Increased the relationship with 80 clients, including lending, investments and financial services.
• Increased the assets by 40% per year, 50% above the goal.
EXPERIENCE
CITIGROUP - CitiCard NewYork, NY
Leadership Development Program/Risk Management Summer 2004
GE CAPITAL Westborough, MA
Global Risk Analyst - Vendor Financial Services (VFS) 2001-2003
Leadership
• Led a cross-functional and cross-cultural team of nine analysts that redesigned business processes with six sigma
tools, resulting in a 50% reduction in performance reporting time.
• Earned distinctive Bravo Award for leadership as a result of initiating and improving six sigma reporting project.
• Awarded Green Belt title in Six Sigma training.
Strategy
• Developed a business operations strategy for VFS division by utilizing the portfolio risk analysis and yield model
to forecast potential loss and recommend a $10 million reserve volume.
• Consulted a $19 billion Fortune 500 client by identifying risk/returns in equity, debt, and foreign exchange
markets. Finding led to decisions on equipment leasing businesses domestically and globally.
Analysis
• Managed a $700 million receivable volume and conducted portfolio performance and trends presentations to the
executive management at GE Capital and client, and cross-functional teams.
• Modeled and analyzed international geopolitical risk, focusing on monetary and fiscal policies, balance of
payments, regional politics, and financial markets by using Focus statistical tool.
• Evaluated $200,000 credit approvals for client’s vendors submitting business to GE Capital.
PERSONAL
• U.S. Permanent Resident and Green Card Holder
• Actively attend numerous professional training and seminar sessions and hold several professional certificates
from: The Fair Isaac Seminar, The Harvard Extension School and the University of St. Thomas.
• Charter leader of GE Capital communities’ volunteer organization.
• Fluent in Chinese and English. Accomplished painter, violist, and active oarsman.
C W JAMES VAN MILDER
Summer Contact Info: (Cell) 703-624-8705 • VanMilderC05@darden.virginia.edu
_____________________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration
University of Virginia CHARLOTTESVILLE, VA
Candidate for Masters of Business Administration, May 2005
• Elected President – Darden Military Association
• Member of Finance, Darden Capital Management and General Management & Operations Clubs.
United States Naval Academy ANNAPOLIS, MD
Bachelor of Science, Economics, May 1997
• Elected President, Brigade Social Affairs Cmt.; Midshipman Action Group (Coordinator), awarded
Meritorious Unit Commendation Medal for community service/academics, Aikido Club (VP).
___________________________________________________________________________________________________
EXPERIENCE
LEGG MASON WOOD WALKER SUMMER 2004
Summer Associate, Investment Banking BALTIMORE, MD
• Accepted an offer to do two five-week investment banking rotations.
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
Candidate for Masters of Business Administration, Class of 2005
Member of Finance Club, Net Impact, Outdoors Club
Christmas in April House Captain and Auction Coordinator; Sports Editor of Cold Call Chronicle (Student
Newspaper); Elected to Darden Students Association (Student Government)
GMAT - 750; Percentiles - Q:97, V:95
EXPERIENCE
SUMMER PFIZER, INC. New York, NY
2004 Summer Associate – Corporate Finance
Accepted Summer Associate position in Corporate Treasury department.
PERSONAL
Elected captain of Goldman Sachs Asset Management Basketball Team
Computer skills include Crystal Ball, Mathematica, DBS, some VB (macro writing) & others
Other interests include travel (extensive international & domestic), music (blues & rock), volunteering
(Habitat for Humanity & New York Cares) and reading
JARED N. WHATCOTT
2401 ARLINGTON BLVD APT 27, CHARLOTTESVILLE, VA 22903-1540 ♦ (434) 996-7909 ♦ WhatcottJ05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, Virginia
University of Virginia
Candidate for Masters of Business Administration (Class of 2005).
♦ Darden Capital Management: Analyzed equity investments for $3MM student-run fund.
♦ Active member of the Finance Club and Asian Business Club.
♦ GMAT: 720 (97th Percentile).
United States Air Force Academy Colorado Springs, Colorado
Bachelor of Science in Management, Minor in Chinese (Class of 1998).
♦ Graduated in top quartile of class.
♦ Selected as one of six cadets in the nation to attend Chinese language program at Beijing University.
EXPERIENCE
2004 Financial Analyst, The Edgar Lomax Company Washington, DC
Accepted offer to joing investment management company for the summer.
2001 – 2003 Contracts Negotiator, Captain, United States Air Force Dayton, Ohio
Administered the $37B development/production contracts to enhance capabilities of the B-2 Stealth
Bomber. Authored, negotiated, and awarded contract actions and analyzed financial data as lead buyer
of multi-functional team that directed, monitored, and evaluated critical contractor performance.
♦ Ranked in top 1% of 373 junior executives after only five months on the job.
♦ Reconciled $14B price revision for the B-2 production contract, saving taxpayers $38MM; reduced
contract closeout time by 50%; lauded as a “trailblazer” by the Chief of Contracts.
♦ Earned Certified Professional Contracts Manager (CPCM) designation, Federal Contracting Officer
Warrant, and Department of the Air Force Professional Contracting Certification (Level II).
♦ Spearheaded savings bond campaign for 14,000 people—achieved 28% increase in new bond
purchases over the previous year.
♦ Advised military families on money issues as a financial counselor and IRS-certified tax advisor.
2001 Commercial Acquisition Office Manager, United States Air Force Al-Kharj, Saudi Arabia
Led team of four contracting officers in procuring commercial products and services for an international
coalition of 4,000 personnel. Administered 40 service contracts valued at over $14MM.
♦ Identified and instituted office restructuring to increase customer interface and reduce administrative
burden by 60%.
♦ Tapped informal business networks to triple the size of local vendor base and increase competition.
♦ Created performance tracking system to facilitate analysis of businesses prior to contract award.
1998 – 2001 Team Leader, United States Air Force Tucson, Arizona
Supervised a team of five contract administrators in the procurement of $3.9MM in contract awards for
military units. Assumed senior executive responsibilities of the 50-person office in the absence of the
commanding officer.
♦ Managed over $100K in financial assets as the office’s resource advisor; credited for “model
program” by government inspectors.
♦ Led seven-person team to a top finish in grueling finance and contracting competition.
♦ Provided technical expertise during flawless implementation of new financial management system.
PERSONAL
♦ Candidate for Chartered Financial Analyst (CFA) Level I designation.
♦ Supervised international team of 180 full-time service representatives in Taiwan (1994-1996).
♦ Conversant in Mandarin Chinese.
♦ Department of Defense “Secret” security clearance.
♦ Interests include sports, astronomy, public speaking, and playing the saxophone.
Charles Matthew White
817 Catalpa Court • Charlottesville, VA 22903 • (434) 825-9504 • WhiteC05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University Of Virginia
Candidate for Masters of Business Administration, May 2005
• Member of the General Management & Operations Club, Finance Club, and Business Technology Club.
University of Denver Denver, CO
Bachelors of Business Administration
• Overall GPA 3.54 June 1998, Dean’s List Recipient, President of Chi Phi Fraternity.
Denmark’s International Study Program Copenhagen, DK
International Study Abroad Program, August-December 1996
EXPERIENCE
WAL-MART Bentonville, AR
MBA Summer Intern, Corporate Treasury Summer 2004
• Accepted offer to join Wal-Mart’s MBA summer associate program for the summer of 2004.
FORD MOTOR COMPANY Dearborn, MI
Selected to participate in Ford’s College Graduate Rotational Program
PERSONAL
• Proficient in Spanish. Traveled throughout Western and Eastern Europe to 9 countries.
• Mentor for disadvantaged children in Detroit for past two years & Junior Achievement Volunteer.
NuRocha L. Williams
135 Woodgate Court, Apt. 3A • Charlottesville, VA 22901 •(434) 964-0364 • email:WilliamsN05@darden.virginia.edu
EDUCATION
EXPERIENCE
EXPERIENCE
DAIMLERCHRYSLER CORPORATION Auburn Hills, MI
Advanced Degree Development Program Summer Intern, Corporate Finance Summer 2004
• Accepted offer to join DaimlerChrysler’s premier management training program for the summer of 2004.
PERSONAL
• Chartered Financial Analyst designation awarded in 2001.
• Member: Association for Investment Management and Research; Washington Society of Investment Analysts.
• Eagle Scout – volunteered as an Assistant Scoutmaster (2000 – 2003).
• Voracious reader; avid golf and tennis player; enjoy theatre, traveling and experiencing new cultures.
Dong Zhang
160 Wahoo Way, #231D, Charlottesville, VA 22903 • (434) 466-6270 • ZhangD05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration, Univ. of Virginia Charlottesville, VA
Candidate for Masters of Business Administration, May 2005
• Industrial Relations Counselors, Inc. Asian Scholarship based on merit and leadership; GMAT: 720
The Ohio State University Columbus, OH
M.S., Chemical Engineering, 2001
• University Fellowship; National Science Foundation (NSF) Research Fund Support
Tianjin University Tianjin, China
B.S., Chemical Engineering, 1998
• Direct Methane Fuel Cell Research Associate; Exxon Scholarship (1998), GPA: 3.8/4.0
EXPERIENCE
Summer 04 DuPont, Corporate Finance Intern Wilmington, DE
Summer 04 Petroleum Finance Group, Summer Associate Upstream Group Washington, DC
2001-2003 China National Petroleum Corporation (CNPC) Beijing, China
Associate Manager, North-China Business Development Department
• Led a cross-functional group of marketing, finance, and strategy teams to develop sales networks by
managing supply chain and business partnerships, which resulted in coverage of 82% of the
principal market.
• Analyzed and developed constructional and operational plans for transportation facilities and retail
sites through managing the 2,500 miles of gas pipeline; collaborated with international energy firms,
banks, and local governments.
• Managed a $3.6M R&D budget and provided investment recommendations by prioritizing future
markets, outlining the financial implications, and forecasting overall impact on product offerings.
• Identified potential M&A targets for CNPC’s strategic downstream integration. Examined feasibility
report, built financial forecast model and conducted scenario analysis.
• Coordinated CNPC’s IPO road show in the corporate strategy leadership team by assisting senior
management in increasing the effectiveness of presentations.
1998-2000 Business Analyst / Project Engineer
• Directed a 25-member engineering department to perform target screening, risk management, cost
management, and investment analysis resulting in the approval of a $32M investment in joint gas
stations.
• Revived debilitated plants through root-cause analysis, equipment replacement, and operational
improvements resulting in revenues of $1.25M and retention of seven strategic contractual
customers.
• Simulated reservoir dynamics for several oilfields and conducted well maintenance operations by
utilizing in-house directional drilling software packages. Performed pressure transient analysis,
production optimization, and created relevant databases.
2000-2001 The Fluids Group, The Ohio State University Columbus, OH
Process Control Research Fellow
• Designed 3D simulation models to statistically analyze the mixing process for Dow Chemical
leading to a thesis paper presented at the 54th Fluid Dynamics Meeting and resulting in NSF financial
support.
• Managed a team of four students to improve Procter & Gamble’s mixing units by image processing
which led to an operating costs savings of $250K and an 85% reduction of processing time for
Fabric Care.
PERSONAL
• International work experience: the U.S., Indonesia, Russia, Tajikistan, Iran, and Sudan
• Buckeye football fanatic and NBA Houston Rocket No.11—Yao Ming’s loyal supporter
Kurt Zimmerman
380 Minor Ridge Road · Charlottesville, VA 22901 · 434.409.9977 · zimmermank05@darden.virginia.edu
Academics
Darden Graduate School of Business, Univ. of Virginia MBA Candidate 2003-2005
• Clubs: Finance, Private Equity Network (Officer), Healthcare, International Business, Outdoors (Officer).
First-Year student body representative – Athletics.
• GMAT 750, GMAT writing 6 (awarded to top 3%)
Employment
ImClone
Business Development (Intern) summer 2004
IBM
Business Innovation Services Operations Manager 2001-2002
• Built & maintained financial models of several IBM consulting groups (>300 consultants). Provided
unprecedented visibility into P&L metrics. Helped to implement business accountability to consulting.
• Directed Western US Principals’ Sales & Opportunities calls
Franklin Templeton
Information Systems & Technology Analyst 1997-1998
• Reverse-engineered undocumented, custom-built software at Franklin-Templeton. Initiated information
flow models that allowed Franklin to develop new software with greater confidence.
• Designed and maintained Y2K document repository
Personal
• Fluent in Spanish – studied at Pontific Catholic University of Chile & University of Chile.
• Avid skier and mountaineer. Training to climb Mt. Aconcagua (Argentina: 22,840 ft) December, 2004
• Beginning steel-string guitarist.