EDUCATION

THE WHARTON SCHOOL & THE SCHOOL OF DESIGN, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2007-2010
MBA/Masters in City Planning; Real Estate, Finance, Entrepreneurship, and Urban Development

• Past-Chair of the Professional Students Council for the Graduate and Professional Students’ Association (GAPSA)
• Wharton Leadership Fellow, WGA Executive Director of Intergovernmental Affairs 2009-2010
• Active in Wharton’s Real Estate, Energy, Social Impact, and Canada Clubs, Jewish Association, and Wildmen Hockey Team
• Active in PennDesign Real Estate Club, and PennDesign Student Council (PDSC)
• Teaching Assistant for Wharton Undergraduate Real Estate Investments, and PennDesign Urban Markets Development

RICHARD IVEY SCHOOL OF BUSINESS, UNIVERSITY OF WESTERN ONTARIO
London, ON · 2001-2005
HBA; General Management

• Completed Honours Business Administration (HBA), graduated ‘with distinction’
• Recipient of the Scotiabank Scholarship awarded for highest first year standing, Dean’s Honours List 2002-2005
• Active in University Students’ Council, Hillel/Jewish Students’ Union, and campus political and advocacy clubs

EXPERIENCE

BROOKFIELD PROPERTIES INC.
New York, NY · 2009-2009
Associate Finance & Acquisitions Intern

• Managed the due diligence process for the disposition of a $226 million Class A office building in Washington, DC
• Undertook a comprehensive study of Class A office development opportunities within New York’s Garment District
• Provided underwriting support for multiple transactions, in addition to modeling portfolio assets for IFRS reporting

PN HOFFMAN & ASSOCIATES
Washington, DC · 2008-2008
Real Esate Development Intern

• Managed key projects and documents for an urban, mixed-use development at 733 10th Street NW, a new LEED Gold trophy office and church-use property in the East End submarket
• Oversaw the development of materials to attract $95 million in debt and equity financing

KEYSTONE PROPERTY INC.
Kingston, ON · 2005-2007
General Manager & Director of Operations

• Supported the entitling, management, and disposition of a 200-acre residential land development that will generate a minimum 31% IRR
• Provided commercial and industrial lease consulting services for local public hospitals
• Oversaw an administrative and maintenance staff of 14 that managed a portfolio of 50+ commercial and residential properties (worth $35 million in asset value)
• Redeveloped the company’s accounting and ERP systems, integrating management and accounting functions

KINGSTON ECONOMIC DEVELOPMENT CORPORATION (KEDCO)
Kingston, ON · 2006-2006
Special Projects Coordinator

• Developed business attraction strategies and evaluated industrial land sales to draw logistics and warehousing companies
• to the City of Kingston, winning gold at the Economic Development Council of Ontario’s marketing awards
• Maintained up-to-date local population and economic data and developed business attraction strategies
• Executed project planning of new economic development infrastructure projects including a clinical trials facility, and a first and second stage technology commercialization and incubation facility

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Asia
• California
• Canada
• Europe
• Northeast USA
• Southwest USA

Computing Skills: Proficient in both Windows and MacOS X Operating Systems, Microsoft Office Suite, Argus DCF, Adobe CS and Acrobat, ArcGIS, and Spectra for Windows ERP. Intermediate proficiency in AutoDesk Constructware.

Interests: Running, hockey, tennis, squash, skiing, photography, trivia, music, personal investing (13+ years), traveling

Languages: Conversational French, basic Hebrew

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
Master of Business Administration; Real Estate and Finance

• Awarded Joseph Wharton Fellowship for Academic and Professional Excellence.
• Wharton Club Memberships: Real Estate Club; Investment Management Club; Finance Club; Sales and Trading Club.

DUKE UNIVERSITY
Durham, NC · 1999-2003
Bachelor of Science; Economics

• Awarded Grant for Economics and Finance Independent Research. Studied at the University of Sydney (Fall 2001).

EXPERIENCE

BLACK FOREST DEVELOPMENT CORPORATION, INC.
Washington, DC · 2009-Present
Founder & CEO

• Manage a “long-only” portfolio of real estate equities including REITs, Operators, Developers, and Homebuilders.
• Source and place real estate brokerage and development opportunities nationally.

LONG & FOSTER REAL ESTATE
Washington, DC · 2006-2009
Associate Broker

• Negotiated and closed $25,000,000+ in transactions in Washington, DC, Maryland, and Virginia.
• Made 100,000+ sales cold calls.

PRUDENTIAL CARRUTHERS REAL ESTATE
Washington, DC · 2004-2006
Realtor

• Negotiated and closed $5,000,000+ in transactions in Washington, DC, Maryland, and Virginia.

TRC COMPANIES, INC., TRC ENERGY SERVICES
Fairfax, VA · 2003-2004
Energy Analyst

• Built the NY State Schools’ Benchmarking Database, an economic model of energy consumption and conservation.

US DEPARTMENT OF THE TREASURY, OFFICE OF INTERNATIONAL AFFAIRS
Washington, DC · 2002
Research Assistant

• Co-produced the annual US Government Foreign Credit Exposure Report (Salmon Book) for FY 2001.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Investment Banking

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA

Urban Land Institute (ULI) Real Estate Finance Certificate and Real Estate Development Certificate. Chartered Financial Analyst (CFA) Candidate. Certified Commercial Investment Member (CCIM) Candidate. Leadership in Energy and Environmental Design (LEED) Accredited Professional. Building Operator Certificate (BOC): Building Systems, Operations and Maintenance, and Energy Conservation. Professional Organization Memberships: NAREIT; ULI; CFA; CCIM; NAR; USGBC. Software: Advanced Excel Modeling Skills; Bloomberg Equities and Fixed Income Certificates; Argus Training. Interests: Triathlons (Eagleman Half-Ironman 2006, 2007, 2008, 2009); Cooking; Reading; Traveling.

EDUCATION

THE WHARTON SCHOOL AND THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Master of Business Administration, Master of Arts; Real Estate, Finance, International Studies

• Recipient of academic merit-based Joseph Wharton Fellowship and Lauder Institute Fellowship
• Active member of Real Estate and Investment Management Clubs, Director of Club Relations of Wharton Pub Committee
• Lauder Director’s List
• Lauder Graduation Project on Sovereign Wealth Funds

UNIVERSITY OF FLORIDA
Gainesville, FL · 1996-1998
Master of Science; Industrial and Systems Engineering

• Recipient of academic merit-based Turkish Petroleum Foundation Scholarship
• Teaching Assistant for Engineering Economy (Financial Decision Analysis)
• President of the Turkish Student Association

BOGAZICI UNIVERSITY
Istanbul, Turkey · 1990-1996
Bachelor of Science; Mechanical Engineering

• Dean’s List
• Recipient of Yamaguchi Bank Scholarship for academic performance and leadership
• Exchange student at Shimonoseki City University (Japan) - Economics and International Business 1995-1996

EXPERIENCE

ALEX. BROWN REALTY
Baltimore, MD · Summer 2009
Summer Intern Analyst

• Analyzed past performance of the entire portfolio of 131 assets with $1.8 billion in total transaction size
• Conducted statistical analysis to determine effect of investment features such as property and investment type, transaction size, geography, hold status and repeat partner on IRR, multiples and underwriting vs. realized returns
• Identified best investment categories and presented results to firm leadership, acquisition and asset management groups
• Created cash flow models and compared options from different lenders for an $8 million loan on two apartment complexes
• Evaluated and verified time-weighted return and geometrical linking computations in ABR Chesapeake Fund IV
• Created an Access database for acquisitions of loans, allowing the acquisitions department to track loan information

PRICEWATERHOUSECOOPERS
Washington, D.C. · 2006-2008
Manager

• Co-managed firm-wide strategy project, leading a team of senior partners and directors to determine a 10-year strategy
• Interviewed firm leaders, prominent academics and technologists
• Researched technology field and presented findings to upper management
• Authored technology section of the final report, which made strategic recommendations to top-level firm leadership
• Developed high-level software architecture and designs for PwC Tax, working with IBM Australia in Melbourne

SIEMENS POWER GENERATION
Orlando, FL · 2002-2006
Software Developer/Analyst

• Designed innovative web-based solutions to support Operations group, e.g. online Gantt charts and sophisticated reports
• Led 3-to 4-person teams on various projects and managed client expectations on project scopes
• Acted as a primary point of contact with staff in Germany on joint development projects and issue resolution

DIGITAL MAPPING INC.
Huntington Beach, CA · 2001-2002
Systems Engineer

• Created and edited digital maps from aerial images; analyzed digital map data

I2
Irving, TX · 1999-2001
Applications Engineer

• Actively supported sales pitches at automotive accounts (Chrysler, Ford, Bosch) as technical expert
• Built a pilot model for Bosch and demonstrated it in Germany, interacting with German clients

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA

Real Estate Interest: Acquisition and management of investment properties in Orlando (condo) and Turkey (land, condos). Software: Strong Excel and Access skills. Extensive experience in Java programming. Familiarity with Argus. Languages: Native speaker of Turkish. Fluent in German, Greek, and Japanese. Conversational French.

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 08/2008-present
Master of City Planning; Urban and Real Estate Development

• Focus on urban development and design, real estate development.
• Class work at Wharton.
• Penn Design Real Estate Club - Vice President of Professional Development
• Worked on a large scale redevelopment project in the South Street Headhouse District of Philadelphia; Completed extensive market studies and a full demographic analysis of the district. Developed plan to bring in new business and development that were consistent with the neighborhood\'s character.
• Co-led group of Wharton MBAs and design students in analyzing several sites around the University of Pennsylvania for potential redevelopment. Developed pro-formas and financial feasibility studies for each site to assist the University in future projects.
• Researched the Anacostia Waterfront Initiative in Washington, DC and assessed its impact on the city and region.

UNIVERSITY OF VIRGINIA
Charlottesville, VA · 08/2002-05/2006
Bachelor of Arts; International Relations

• Phi Eta Sigma, Elections Chair, President\'s Cabinet.
• NSCS/Phi Eta Sigma Academic Alliance, Service Committee.
• University Judicial Committee, Counselor.
• Dean\'s List - Maintained a GPA of at least 3.4 for eight semesters.

EXPERIENCE

DELAWARE VALLEY REGIONAL PLANNING COMMISSION
Philadelphia, PA · 09/2009 - present
Transportation Intern

• Worked in the Transportation Safety and Congestion Management division - produced reports and crash diagrams for various safety corridors in the Philadelphia region.

INSTITUTO DE ESTUDIOS REGIONALES Y URBANOS
Caracas, Venezuela · 07/2009-08/2009
Planner/Consultant

• Produced plan for three small cities in the central part of Venezuela in an area that was expecting a large population increase due to the construction of a new oil refinery.
• Assessed viability of certain sectors of area for development with ArcGIS. Developed transportation networks, placement of new infrastructure and services, and designed sample blocks where new development would be taking place.

OBSERVATORIO DE CIUDADES
Santiago, Chile · 05/2009-07/2009
Planner/Consultant

• Worked on plan and presentation for the main river that flows through Santiago (the Mapocho River), dealing with cleaning the river and making it more accessible to city residents.
• Participated in project in the Patagonia region of Chile dealing with the promotion of tourism and economic growth. Collected industrial and census data from the Chilean government, studied existing infrastructure and presented ideas to enhance the area\'s existing opportunities.

HIATUS WEB DESIGN
Philadelphia, PA · 01/2004-06/2009
Owner/Project Manager

• Owned and managed web development company, building applications for social networks, electronic commerce, and content management.
• Clients include: Distance Learning Inc/Scribestorm Media, CBlackburn Consulting, Twerq, Time Warner Cable, Orbis GIS, Mindshare Interactive Campaigns, PhRMA, Staunton Medical Associates, and University of Virginia

REVOLUTION HEALTH, LLC
Washington, DC · 10/2006-05/2007
Web Developer/Ruby on Rails Lead/Ajax, Web 2.0 Developer

• Worked on the development of a revolutionary web-based application allowing users to manage and discuss health- related issues online, as well as purchase health insurance through a comprehensive e-store.
• Participated and worked on the entire life cycle, especially with design, development, and testing.

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Design
• Development

Interested in a job/internship in:

• Africa
• Asia
• Asia-Pacific
• California
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Languages English - fluent Spanish - advanced, conversational Italian - conversational Portuguese - conversational Personal Avid runner, ran the Richmond Marathon in 2003; jazz pianist.

EDUCATION

THE WHARTON SCHOOL
University of Pennsylvania · 2008 - 2010
Master of Business Administration; Real Estate and Finance

• Recipient of Adele & Leonard Block / Joseph Wharton Fellowship for academic and professional accomplishments
• Vice-President, Wharton African Students Association
• Active Member of Real Estate Club, Finance Club as well as African-American Student Association

KWAME NKRUMAH UNIVERSTIY OF SCIENCE AND TECHNOLOGY
Kumasi, Ghana · 1997 - 2003
Bachelor of Science, Post-Graduate Diploma; Architecture

• Ranked 1st in class of 62 students; Summa Cum Laude
• Winner of Frank Lloyd Wright Memorial Prize for Best Post-Graduate Design Thesis

EXPERIENCE

PFIZER INC., GLOBAL OPERATIONS
Real Estate and Facilities Management, New York · Summer 2009
Summer Intern

• Conducted benchmarking exercise to analyze use of PPE across the Pharmaceutical industry used as crucial information during Capital Planning
• Initiated a Continuous Improvement project by applying Six Sigma tools to Improve Lease Approval Processes in Asia
• Analyzed lease patterns in New York to establish standard for lease renewals for Pfizer’s tenants in New York
• Conducted space utilization study as part of office space consolidation effort to reduce Real Estate footprint by 10%

ATERLIER CONSULTING
Tema, Ghana · 2006 - 2008
Senior Associate Architect

• Led seven-member cross-functional team to win $13M office building competition for the National Communication Authority, generating 20% incremental revenues for the firm
• Restructured sketch design processes to reduce development time by 20% and improve project profitability by 8%
• Monitored cash flow and expense statements for a 40 unit apartment project, successfully reducing expenditures by15%
• Managed client relationships, negotiated contracts, and led execution of three $1.5M commercial projects with a 100% client retention
• Led remodeling of two single–family residences through cost effective techniques to increase re-sale value by 35%

DESIGN NETWORK ARCHITECTS
Accra, Ghana · 2004 - 2006
Associate Architect

• Designed and supervised construction of landmark buildings including National Data Centre and four Barclays Bank offices
• Led bid reviews and managed fifteen contractors to complete $1.3M residential complex project six weeks ahead of schedule
• Completed master plan and design of fifty-five buildings on a 300-acre prison complex for the Government of Ghana two weeks ahead of schedule

THE HUMAN DEVELOPMENT GROUP
Accra, Ghana · 2003 - 2008
Founding Member, Brand Manager and Board Member

• Planned, coordinated and implemented fund raising activities to raise $50,000 for first year budget
• Created independent branding organization to drive initiatives to increase corporate brand awareness by 30% in eighteen months
• Developed seminars on Investing and Time Management in four high schools and three colleges across the country

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Africa
• California
• Canada
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Active investor on the Ghana Stock Exchange and co-founder of the 818 Investors Club (A group of young investors); Achieved 98% growth of a $28,000 portfolio over the last three years by applying value investing principles. Prolific Playwright and Drama Director; Written, directed and acted in ten stage productions to an audience of over five hundred. Second Place for Best Performance in Architect’s Professional Practice Exam out of 28 national candidates. Selected as one of 15 Young Inspiring Akora’s (Achimota High School Alumni)

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009- 2011
MBA; Real Estate and Finance

• Co-Career Manager and Committee Member: Wharton Finance Club Conference
• Student Participant and Conference Volunteer: Zell/Lurie Real Estate Center
• Member: Wharton’s Real Estate Club, Golf Club, Squash Club and Skiing Club
• GMAT: 760/800 (99th percentile)

WILLIAMS COLLEGE
Williamstown, MA · 2001-2005
Bachelor of Arts; Economics

• Dean’s List final five eligible (on-campus) semesters; Williams College Scholar Athlete, 2004 and 2005
• Co-Captain Varsity Softball, 2004-2005; four-year starting catcher
• Athletic Honors: NCAA World Series Qualifier and Regional Champion, 2005; Conference All-Academic Team, 2005; NCAA Regional All-Tournament Team, 2004; New England Coaches All-Star, 2004; All-Conference Team, 2004
• Study Abroad: Institute for International Education of Students, London, England, fall 2004

EXPERIENCE

NEWSTAR FINANCIAL (NASDAQ: NEWS; $3B ASSETS UNDER MANAGEMENT)
Darien, CT · 2006-2009
Associate, Commercial Real Estate

• • Selected by Management Board from 2008-2009 to participate in capital raising efforts, including evaluations of three bank acquisitions with the critical goal of diversifying company lending capacity away from CDO’s
• Built complex valuation model utilized in bank bidding process; resulted in Definitive Agreement to acquire a Florida bank
• Closed more than 15 new transactions in 2006/2007 totaling over $175M in commitments, including value-add, acquisition and refinance of office, multifamily and retail asset classes
• Promoted in just over a year, approximately one to two years prior to peers
• Direct report to Head of Commercial Real Estate, facilitated the screening, structuring, closing, monitoring and restructuring of senior secured and B-note commercial mortgage loans for a middle-market portfolio totaling in excess of $550M
• Led underwriting teams working directly with originators and managed analysts in the due diligence process
• Monitored twelve loans during 2008 and 2009, including seven high attention credits, modifying five and aiding in the foreclosing of a multifamily building outside Boston
• Prepared cash flow models and credit proposal memoranda for presentation at credit committee meetings with senior NewStar management; developed a multifamily model that was implemented group-wide
• Performed site inspections, interviewed sponsors, reviewed third party documents and analyzed borrower financials
• Assisted in the annual recruitment of new analyst classes

MORGAN STANLEY
Chicago, IL · 2004
Intern, Private Wealth Management

• Worked directly with three Vice President Financial Advisors responsible for assets in excess of $180 million and served as the first line of contact with clients
• Utilized asset allocation computer programs and portfolio management strategies

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Investment Banking

Interested in a job/internship in:

• California
• Mid-West USA
• Northeast USA

Highly skilled with Argus real estate modeling software; Guiding Undergraduates in their Development and Education, 2009-2010: University of Pennsylvania undergraduate mento; Prep for Prep, fall 2008: Tutored a New York City middle school student in math for a prep school entrance; Zogsports: Kick-Ball and Touch-Football team member, 2008: raised money for Bilingual Education for Central America; Avid traveler including around the world trip during the spring/summer of 2009, spending three months in Asia and Europe

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 09/2009 - Present
Master\'s in City Planning; Urban Design; Real Estate Development

RUTGERS UNIVERSITY
New Brunswick, NJ · 09/2003 - 05/2007
Bachelor of Arts; Urban Studies and Art History

• Certificate in Historic Preservation
• Italian Minor
• Graduated with high honors in Urban Studies and honors in Art History
• Completed year-long honors thesis examining the effects of Benito Mussolini\'s policies on the urban planning and architectural history of Rome, Italy
• Phi Beta Kappa Honor Society

EXPERIENCE

BRENNAN BEER GORMAN ARCHITECTS/BRENNAN BEER GORMAN MONK INTERIORS (BBG-BBGM)
New York, NY · 03/2008 - 06/2009
Marketing Assistant

• Worked in marketing and business development of global architectural and interior design firm with headquarters in New York City
• Developed and issued portfolios and presentations to target potential projects or clients
• Participated in the drafting and editing of proposals for new projects
• Worked with the public relations director on media outreach and researched appropriate outlets for firm promotion

JIMMY DUMAS ARCHITECTURE
Somerset, NJ · 10/2007 - 03/2008
Assistant

• Provided administrative assistance and supported marketing and business development activities of principal and project designer
• Completed background research for requests for proposals
• Assisted architect in researching potential new business opportunities

HABITAT FOR HUMANITY
New Brunswick, NJ · 2004 - 2007
Volunteer; Executive Board

• Held positions of President, Treasurer and Events Chair
• Participant and coordinator for 10 local builds per year and two Spring Break Collegiate Challenge build trips
• Planned and implemented two 1st annual fundraisers including a walkathon and benefit show to raise money for build tripls
• Organized on-campus fundraisers to raise funds for our affiliate chapter in Newark, NJ

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Advisory/Consulting
• Design
• Development

Interested in a job/internship in:

• Asia-Pacific
• California
• Europe
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Adobe Creative Suite, AutoCAD, Microsoft Office Member of Urban Land Institute (ULI), American Planning Association (APA)

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009 - 20011
Master of Business Administration; Finance and Real Estate

• Leader of Latin America Real Estate Trek; 2010 PE/VC Club Conference Manager of Private Equity in Emerging Markets Panel; Equity Research Analyst for the Wharton Investment Management Fund
• Member of Wharton Real Estate, Private Equity, Investment Management, International Development, Latin America, Soccer, Brewmasters, & Ski Clubs

PRINCETON UNIVERSITY
Princeton, NJ · 2000 - 2004
Bachelor of Arts; Political Economics

• Certificate in Finance
• Selected Coursework: Math-track Macro & Micro Economics, Financial Investments, Corporate Finance
• Captain of Princeton University Womens Soccer Team (2003): 4-year Starter, All-Ivy League Honorable Mention

EXPERIENCE

J.E. ROBERT COMPANIES
McLean, VA · October 2007 - June 2009
Associate, JER Latin America Real Estate Fund

• Established the first-time, $750 million Latin America Fund by working directly with JER Senior Executive team: prepared Prospectus and marketing materials, identified investors, tracked competitors, underwrote first seed investment of $26 million in an Argentinean residential developer
• Modeled and underwrote direct real estate investments in region (primarily in Mexico, Brazil, Colombia, and Peru); traveled frequently to Mexico and Colombia for due diligence, partner meetings, and negotiations

J.E. ROBERT COMPANIES
McLean, VA · May 2007 - June 2008
Analyst, JER Emerging Markets Private Equity Fund-of-Funds

• Established the business at JER by working alongside the Head of the Fund as the only member of her team
• Prepared Prospectus and marketing materials, created a database of fund strategy profiles for over 1,000 Private Equity and Real Estate fund managers across all emerging and frontier markets, analyzed investment opportunities, met with numerous Emerging Markets Private Equity fund managers

J.E. ROBERT COMPANIES
McLean, VA · July 2006 - October 2007
Analyst, Direct Report to the President of J.E. Robert Companies

• Worked directly with the President to establish and expand the presence of JER into the emerging markets; researched global emerging markets, analyzed real estate opportunities for a JER fund, tracked competitive landscape across markets, consulted with an emerging markets hedge fund to gain public equity market insights and for partner introductions
• Created financial model to analyze profitability of a fund-of-funds business at JER and determined competitive advantages for JER having this fund; resulted in the acquisition of a $400 million Emerging Markets Private Equity Fund-of-Funds

DEUTSCHE BANK
New York, NY · June 2004 - July 2006
Analyst, Equity Capital Markets

• Priced 40 deals, raising $16.6 billion through IPOs, follow-ons, concurrent equity & equity-linked offerings
• Created financial models for IPO valuations, accretion/dilution analysis, comparable valuation analysis
• Wrote and edited weekly equity newsletter that was sent to the entire global Investment Banking Division
• Selected Deal Experience:
• - Strategic Hotel Capital (5/19/06): raised $330 million in a marketed follow-on offering; (1/24/06): raised $415 million in a one-day accelerated offering that was upsized over 100%; (8/10/05): raised $229 million in a marketed follow-on offering
• - Huntsman Corp. (2/10/05): raised $1.6 billion in largest IPO of 2005 and $250 million in a concurrent convertible offering
• - The Macerich Company (1/12/06): raised $761 million in the largest REIT block trade up until that time

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Development

Interested in a job/internship in:

• Central/South America
• Europe
• Mid-Atlantic USA
• Northeast USA

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009 - 2011
MBA; Finance, Accounting, Management

• Activities: Wharton’s Real Estate, Private Equity & Venture Capital, Investment Management, Dance Studio, Squash, and Ski Clubs
• Positions: Real Estate Club’s Fall 2009 NYC Trek Organizer, Investment Management Club Equity Research Analyst

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2000 - 2004
BS Economics; Real Estate and Finance

• Summa Cum Laude: GPA 3.81/4.0
• Awards: Herbert K. Brown Scholarship in Real Estate (2004); William Zucker Award for Outstanding Scholarship in the Field of Real Estate(2003); Seevak 17th Annual Student Research Competition – First Place (2004); Wharton Case Competition – Second Place (2004)
• Activities: Teaching and Research Assistant for Dr. Peter Linneman (2001 – 2004) Delta Tau Delta Fraternity – Founding Father (2001), Treasurer (2002, 2003), Vice President (2001); The Daily Pennsylvanian – Senior Account Manager in Advertising Sales (2001 – 2002), Strictly Funk Dance Movement – Business Manager (2000 – 2004)

EXPERIENCE

AMERICAN LAND FUND
Philadelphia, PA · 2005 - Present
Acquisitions & Project Management Associate

• Assisted Dr. Peter Linneman with founding of American Land Fund and set-up of all fund infrastructure
• Involved in the sourcing and structuring of ten investments (25 parcels totaling 11,260 acres acquired for approximately $180 million) located in Arizona, California, Colorado, Florida, Idaho, Kansas, Mississippi and North Carolina
• Developed strategic investment plan for targeting desirable markets through macro and regional demographical analysis
• Performed valuation and risk analysis, and created financial models, to assess the viability of potential investments
• Led the negotiation and creation of purchase agreements and joint venture contracts for new acquisitions
• Served as post-closing project manager for Colorado, Kansas, and Mississippi assets supervising operating partners, lawyers, entitlement consultants, and other third-party service providers
• Coordinated production of ALF’s reporting documents, including monthly, quarterly and annual reports to investors

LEHMAN BROTHERS
New York, NY · 2004 - 2005
Analyst, Investment Banking – Global Power Group

• Preformed extensive valuation, credit, accretion / dilution and capital markets analyses; constructed pro forma financial models for the analysis of accounting and taxation effects, financing capacity, equity returns and liquidity
• Conducted industry wide and company specific research used to evaluate strategic options for clients
• Prepared materials for presentations to management teams, boards of directors, fairness opinion committees, financial sponsors and financial institutions
• Selected Transactions: Advised Exelon Corp. on $26.2 billion acquisition of PSEG Inc.; Sale of six electric and gas utility assets for Aquila Inc. (est. total asset value of $700 million); Equity and Tax-Exempt Bond financing for construction of $650 million Two Elks coal generation facility

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Development
• Investment Banking

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Southwest USA
• West Coast USA

Part-Time Employment: Continue to work 6 – 8 hours per week at ALF while pursuing MBA Undergraduate Internship: Eastdil - Summer Analyst (2004) Organizations: Urban Land Institute – Associate Member, Philadelphia Young Leaders Group Member (2005 – Present); Hokkaido International Japanese Foundation, Hakodate, Hokkaido, Japan (2001) Interests: Skiing, Squash, Poker, Reading, Modern Architecture

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia · Fall 2007
Spring 2011; Finance, Real Estate

• Relevant Coursework: Corporate Finance, Advanced Corporate Finance, Real Estate Investments, Financial Accounting, Cost Accounting, Statistics I and II, Monetary and Global Economics, Operations and Information Management, Introduction to Economics, Introduction to Management
• Wharton Undergraduate Real Estate Club
• Secretary, Marketing Committee
• Spearheading organization of Undergraduate MBA mentoring program
• Organizing executive speakers and panel discussions
• The Daily Pennsylvanian
• Credit Department
• Manage all accounts receivable, receipt reports, bank reconciliation, and incoming payments for the paper ($1.3 mn yearly)
• Call companies with overdue accounts to request payment
• Hindu Student Council
• Treasurer and Executive Board Member
• Plan and organize both recreational and educational activities and market to Penn student body
• Manage hundreds of dollars of budget
• Wharton Hedge Fund Club
• Board Member, Publicity Team
• Wharton Women
• Dressing for Success Committee
• Organized a charity auction for members which included a speaker from Prada
• All proceeds of several thousand dollars went to the American Cancer Society

EXPERIENCE

STOLTZ REAL ESTATE PARTNERS
Conshohocken, PA · May 2009-September 2009
Capital Markets Intern

• Worked with team to conduct risk, market, and underwriting analysis for a $23 mn distressed mortgage acquisition which closed
• Asset-related- Created offering memorandums for multiple assets, conducted due diligence, market and competitive analyses, Argus Commercial Real Estate Modeling and Excel modeling for DCF, Residual Value, IRR, Cap rate and hold period sensitivity, Request for Qualifications for outside fund management
• Fund-related- Drafted Quarter 2 Investor Newsletter with market/asset overviews and market outlook, reviewed fund waterfall

SUMMER INSTITUTE IN BUSINESS AND TECHNOLOGY
Philadelphia, PA · July 2008-August 2009
Head Residential Teaching Assistant

• Designed the entire four-week program and schedule of events including speakers, corporate site visits, syllabus with professors, teambuilding and recreational activities for 50 students
• Promoted to Head and hired new Residential Teaching Assistants by reviewing hundreds of applications and interviewing
• Teaching Assistant for Technology Entrepreneurship, New Product Development, and Entrepreneurial Marketing

JACKSON HEWITT TAX SERVICE
Pottstown, PA · Fal 2005-WInter 2008
Operations Assistant

• Managed company payroll operations. Handled customer service, developed new payroll system, and improved efficiency
• Created marketing and coupon campaign that produced 5% more customers.

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Investment Banking

Interested in a job/internship in:

• California
• Northeast USA

•Bloomberg terminals, Computer- VBA, Argus Software for modeling Commercial Real Estate valuation, Excel modeling, Microsoft Office (Excel, Word, Access, PowerPoint), JMP •Languages- Spanish (Intermediate), Kannada (Fluent, spoken) •Awards- YWCA Tribute to Exceptional Women, Pennsylvania Governor’s School for Excellence, 5K Medals

EDUCATION

THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009 - 2011
Master of Business Administration/Master of Arts Candidate; Finance and Real Estate/International Studies (Europe and Russian)

• Recipient of Lauder Institute Fellowship and Behrman Scholarship (one of three recipients out of 450 candidates)
• Selected for Wharton Leadership Venture to Mt. Kilimanjaro in May 2010
• Student Participant and Conference Volunteer: Zell-Lurie Real Estate Center
• Member: Finance, Private Equity, and Real Estate Clubs

BRIGHAM YOUNG UNIVERSITY
Provo, UT · 2001-2005
Bachelor of Science; Construction Management

• Active in Construction Management Student Association, National Association of Home Builders, and Slavic Clubs
• Worked with Habitat for Humanity to construct four new homes
• Organized weekly social activities and monthly community service projects as co-group leader of 25 fellow students

EXPERIENCE

PORTER BROTHERS, INC.
Phoenix, AZ · 2007 - 2009
Project Manager

• Performed and presented appraiser valuations and quantitative analyses of hotels, industrial machinery dealerships, and chapels ranging from $4M to $30M in value
• Managed pre-construction meetings with clients, architects, engineers, and consultants for over $80M worth of projects
• Coordinated schedule, budget, and quality control among clients, architects, subcontractors, and in-house superintendents of new hotel construction totaling over $40M; requested by all three clients to lead future projects
• Developed layout, structural, and mechanical value-engineering options, reducing $8M IHG hotel costs by 4%
• Negotiated and wrote more than $55M worth of contracts with 60 consultants and design/build subcontractors
• Reviewed pay application, cost accounting, and invoicing procedures for over $40M, enabling timely bank draws

PORTER BROTHERS, INC.
Phoenix, AZ · 2006
Superintendent

• Directly regulated the schedule, budget, safety, and quality control of 20 trades and over 70 employees on a $1 Million masonry office, shop and warehouse

SEQUOIA BUILDERS
Orem, UT · 2005
Superintendent

• Scheduled all facets of construction and regulated quality control for six luxury golf course residences ($3.5M total value)
• Coordinated building options and change orders among real estate agents and home owners

OKLAND CONSTRUCTION
Salt Lake City, UT · 2004 - 2005
Project Engineer

• Increased bidding coverage of five remotely located projects totaling over $20M by 45%
• Streamlined documentation process for $300M Intermountain Medical Center, cutting turnaround time in half

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Development
• Investment Banking

Interested in a job/internship in:

• Asia
• California
• Canada
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Southwest USA
• West Coast USA

• Volunteer Service: Full-time Missionary: Organized and led congregation of forty church members, taught English as second language in Eastern Europe (1999 - 2001) • Additional Experience: Developed and constructed $330K golf course community residence in Eden, UT • Professional Membership: Urban Land Institute • Interests: Summited Mt. Rainier and backpacked Wind River, Uinta, and Grand Teton mountain ranges • Languages: Russian (fluent - ACTFL's level 3)

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Master of Business Administration; Real Estate and Entrepreneurial Management

• Awarded C.H. James Family Fellowship for outstanding academic and professional accomplishments, character and leadership; Henry and Marcelle Morgenthau Fellowship for commitment to public service
• Co-Chairman of the 36th Annual Whitney M. Young Jr. Conference, the oldest student-led conference at Wharton
• Participant in Wharton Global Immersion Program - South America (Argentina, Brazil and Columbia)
• Active member of the Real Estate, Entrepreneurship, PE & VC, and Toastmaster Clubs

KENAN-FLAGLER BUSINESS SCHOOL, UNIVERSITY OF NORTH CAROLINA
Chapel Hill, NC · 1998-2002
Bachelor of Science; Business Administration with a concentration in Finance

• Elected President, Minority Business Student Alliance; Elected Vice-President, Club Football Team

EXPERIENCE

THE ZUCKER GROUP
Philadelphia, PA · Summer 2009
Summer Associate

• Investment firm focused on acquiring and actively managing private companies within the lower middle-market
• Developed investment theses for managing partners, resulting in the selection of two sectors for targeted investment focus
• Conducted initial screening interviews with senior-level management of established services companies; sourced potential acquisition candidates through a network of bankers, brokers, lawyers and trade professionals

NEW YORK CITY INVESTMENT FUND
New York, NY · 2006-2008
Senior Associate - Real Estate, Retail and Healthcare

• $115 million privately capitalized venture fund, with a civic mission, founded by Henry R. Kravis
• Sourced and evaluated investment proposals and helped structure $11.9 million in new principal investments
• Led diligence and presented investment recommendations to senior management and project advisory teams
• Provided strategic guidance to management teams of nine portfolio companies with revenues ranging from $2 to $80 million; represented the Fund as non-voting board observer for portfolio company
• Performed due diligence on $75 million, 138,000 SF, mixed use (hotel and condominium) development project
• Prepared financial analysis for redevelopment of 72,000 SF industrial facility resulting in a $4.0 million loan
• Assisted in marketing for East River Science Park, a 1.1 million SF commercial office and laboratory complex
• Constructed financial model and presentations for $3.0 million investment in China Center, a 200,000 SF business and cultural facility to be located at One World Trade Center (Freedom Tower)

BANK OF AMERICA
London, UK · 2004-2005
Senior Analyst - European Healthcare Investment Banking

• Conducted industry research and acted as lead in drafting offering memoranda, pitch books and management presentations for clients within the medical device, services and specialty pharma sub-sectors
• Developed comprehensive valuation, merger consequence, leveraged buyout and recapitalization models
• Earned top-tier ranking among global analysts during firm-wide review process

BANK OF AMERICA
Charlotte, NC · 2002-2004
Analyst - Syndicated & Leveraged Finance

• Executed over 20 lead managed debt transactions involving acquisitions, refinancings and restructurings for clients within the technology, global industrial, healthcare and consumer industries

BANK OF AMERICA
Charlotte, NC · Summer 2001
Intern - Real Estate Banking

• Developed comparative analysis of local residential market as part of bank funded, $18 million development project
• Prepared lease evaluations for 12 properties including hotel, office, retail, multifamily and industrial property types

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Central/South America
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Southeast USA
• Southwest USA

Interests: U.S. and international politics, cooking, deep sea fishing, NCAA basketball and landscape photography Member: Foreign Policy Association and Urban Land Institute

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
Master of Business Administration Candidate, Class of 2011; Majors in Real Estate and Finance

• Vice President of Sustainability, Wharton Real Estate Club; Zell-Lurie Center Volunteer
• Training for Alaska Mountaineering Leadership Venture to Chugach Mountains in May 2010
• Member of Wine Club; Poker & Gaming Club; Brazilian Drumming Club (Bateria)

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2001-2005
Bachelor of Science in Economics; Major in Management

• Magna cum laude; Benjamin Franklin Scholar (honors program for top 5% of student body); Dean’s List 2003-2005
• One of 18 students selected from 200 applicants to coach freshmen on leadership and teamwork as a Management 100 TA
• Summer internship in Brand Management at P&G

EXPERIENCE

HRGM CORPORATION
Washington, D.C. · Summer 2009
Project Manager, Mid-Sized Commercial Construction Company

• Created bid proposals for three projects which resulted in $2M of construction work
• Developed marketing materials for solar integration spin-off called Washington Solar LLC
• Supported lead project engineer on construction contract for LEED Silver Certified public school renovation project

NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION (NYCEDC)
New York, NY · 2007-2009
Assistant Vice President, Portfolio Maximization & Asset Management

• Promoted from Senior Project Manager to Assistant Vice President in 1 year; youngest AVP at NYCEDC
• Launched program to review profit-sharing contracts for 6M SF of leased assets; managed three teams of auditors; program delivered 5% increase in profit margin
• Structured profit-sharing provisions for planned 5.5M SF retail facility and 900K SF historic hotel conversion; evaluated developer term sheets; recommendations simplified structure and improved collectability
• Completed major portfolio risk assessment, including analysis of Argus and Excel models for six commercial buildings and $65M in loan obligations; participated in subsequent restructuring negotiations with partners
• Collaborated on repositioning of 4.5M SF industrial portfolio; analyzed property pro formas and developed capital improvement plan that divided existing units into smaller spaces to attract new tenant base and increase rents
• Created strategy to recapitalize 2M SF commercial real estate portfolio and generate $100M for investment
• Co-led comprehensive review of NYCEDC’s 60M SF property portfolio and asset management approach; project results led to department restructuring, new strategy development, and revised performance metrics
• Established new partnership with NYC Department of Finance to acquire distressed properties via tax foreclosure process
• Helped devise leasing strategy for multi-tenant building that raised rents to market rates in challenging political context
• Developed strategy to increase retail development and supermarket space in low income/underserved communities using broker relationships

MCKINSEY & COMPANY
Florham Park, NJ · 2005-2007
Business Analyst

• Analyzed operations and performance of $200M dermatology company; evaluated market dynamics and created industry segmentation model; recommendations were adopted by CEO and Board of Directors
• Collaborated on design and implementation of sales improvement program that doubled margins for leading food distributor
• Developed strategic response to changes in regulatory environment for major U.K. hospital; performed competitive analyses on 16 specialties; built model to forecast financial/resource impact of recommendations
• Evaluated financial viability and commercial potential of 23 pipeline products for $2B unit of German pharmaceutical firm

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA
• Southeast USA

• Past Leadership Positions: 2009 Membership Chair for ACCION USA Microfinance Council, Penn Club 2007 Real Estate Panel Event Chair • Interests: Reading fiction, traveling (visited 30+ countries to date), baking desserts, construction process

EDUCATION

COLUMBIA UNIVERSITY
New York, NY · 1999 - 2003
Bachelor of Arts; Economics

EXPERIENCE

TISHMAN SPEYER PROPERTIES
New York, NY · 2007 - 2008
Acquisitions and Development Associate

• Created cash flow models for acquisition, development, and mezzanine loan opportunities for office, multi-family, and condominium properties.
• Evaluated investment opportunities against benchmarks including internal rate of return, return on equity, equity multiple, replacement cost, and break-even.
• Assessed investment exposure to market, credit, and construction risk.
• Prepared investment committee memos and offering memoranda for equity partners.
• Coordinated lawyers, brokers, property managers, design and construction professionals to evaluate and close transactions.
• Performed comprehensive due diligence including review of loan documents, partnership agreements, purchase and sale agreements, insurance, and construction contracts.
• Underwrote $22.6B leveraged buyout of apartment REIT Archstone Smith, $126MM in mezzanine loans for condominium development projects, and $320MM Gotham Center office development in Long Island City, New York.

MADISON CAPITAL
New York, NY · 2006 - 2007
Acquisitions Associate

• Closed $60MM in real estate transactions.
• Solicited on-market and off-market office, retail, and multifamily acquisitions.
• Performed quantitative financial analysis in Argus and Excel.
• Drafted letters of intent to acquire properties and performed due diligence.

BANK OF AMERICA
New York, NY · 2003 - 2005
Associate

• Underwrote $350MM in loans with average transaction size of $45MM.
• Monitored the performance of a $650MM loan portfolio.
• Structured, priced, and processed requests for construction, bridge, and term loans.
• Performed extensive cash flow modeling in Argus and Microsoft Excel.
• Performed credit analysis of borrowers, sponsors, and guarantors.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Development
• Investment Banking

Interested in a job/internship in:

• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Middle East.

EDUCATION

WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
MBA; Real Estate

• Member of the Real Estate Club: VP of Market Research
• Member of the Ski-Snowboard Club, the Energy Club, the Entrepreneurship Club, and the Scotch Club
• Member of the the Zell-Lurie Center for Real Estate, the Urban Land Institute, and the APA

UNIVERSITY OF PENNSYLVANIA, SCHOOL OF DESIGN
Philadelphia, PA · 2008-2011
Master\'s in City Planning; Private Public Development

• Certificate in Urban Design
• William L. C. Wheaton Award for Highest Academic Performance in the First-Year Class (4.0 GPA)
• Member of the Real Estate Club: VP of Professional Development
• Participant in the 2009 ULI/Hines Urban Design Competition

YALE UNIVERSITY
New Haven, CT · 1998-2002
BA; English

• Athletics: Track and Field: Varsity Captain (2001-2002), Ivy League Champion (1999-2001), All East, All New England, All Ivy

EXPERIENCE

AVALONBAY COMMUNITIES
Woodbridge, NJ · Summer 2009
Summer Associate

• Discovered, pursued, and modeled potential sites for future multi-family rental residential development
• Produced a detailed demographic data-book for all New Jersey residential submarkets
• Aided in conceptualizing future development projects

FUTURE SYSTEMS
London, UK · 2008
Business Development Manager

• Managed internally the early stages of procurement for a project to redevelop and design a 1million SF office in Central London for client, News Corp, the large media conglomerate
• Executed RFPs and assessed all potential future architectural projects for the firm, including hotels, retail centers, cultural centers, residences, offices, concert halls, skyscrapers, libraries, and bridges

OFFICE FOR METROPOLITAN ARCHITECTURE (OMA)
Rotterdam, the Netherlands · 2007
Junior Business Development Manager

• Assessed globally all potential future architectural projects for Pritzker Prize laureate Rem Koolhaas’ firm, including projects such as master plans, cultural centers, airports, hotels, skyscrapers, residential developments, museums, libraries, etc.
• Discussed potential collaborations with various developers & other clients in Europe, Asia, and the Middle East
• Analyzed the firm’s potential growth strategy, and presented analysis to the firm’s managing partner

MORGAN STANLEY
London, UK · 2004-2007
Associate

• Deal Captain, Equity Syndicate, Global Capital Markets Division
• Executed large European equity capital markets deals, between $100m and $10Bn, including initial public offerings, rights issues, and accelerated bookbuilt offerings, on behalf of various clients including corporate issuers, private equity firms, venture capital firms, large stakeholders, and European governments
• Allocated shares for new issues based on various certified allocation criteria to various types of investors including mutual funds, asset managers, hedge funds, and pension funds
• Analyzed finances for companies prior to their initial public offerings and estimated potential investor demand for the IPO

MORGAN STANLEY
New York, NY · 2002-2004
Analyst

• Equity Sales Trader, Sales and Trading, Institutional Equity Division
• Covered institutional accounts focused on Non-US Dollar Equities, which included trading in the US and foreign markets including Europe, Asia, and Latin America
• Developed constructive and profitable relationships with more than thirty primary accounts, including hedge funds, mutual funds, and pension funds
• Provided accounts with trade executions and global market commentary as well as trading ideas, market color, execution reports, research reports, and information on upcoming primary and secondary transactions

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Design
• Development

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Northeast USA
• West Coast USA

Financial certifications: Series 7, Series 63, Series 3, Series 55, FSA (UK) Proficient in Microsoft Office, Adobe Creative Suite, Google SketchUp, and AutoCAD; familiar with ARGUS Interests include playing golf, skiing, running, mountain biking, and traveling Traveled extensively in Western & Central Europe, as well as Scandinavia, Montenegro, Serbia, Russia, Morocco, Egypt, Tanzania, Lebanon, Qatar, India, Hong Kong, Belize, Guatemala, Costa Rica, and Peru

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-Present
MBA; Master of Business AdministratReal Estate and Entrepreneurial Management

• Member of Wharton’s Real Estate, Entrepreneurship, PE/VC, Boxing, Golf, Hockey and Poker Clubs, African-American MBA Association

CITY UNIVERSITY OF NEW YORK – BARUCH COLLEGE
New York, NY · 2002-2006
Bachelor of Business Administration; Finance and Investments

• Active in the Finance and Investments Club, Wall Street Careers Club, Merrill Lynch Entrepreneurship Competition
• Graduated Magna Cum Laude
• GPA : 3.62 Major GPA: 3.75 (Worked 25 hours per week while attending school full time)

EXPERIENCE

BARCLAYS CAPITAL
New York, NY · 2008-2009
Assistant Vice President – Equity Synthetics Trading

• • Creating custom swap structures for hedge fund clients
• • Pricing new Delta-one equity structures for clients (forwards, zero strike calls)
• • Trading Brazilian single stock and Bovespa future swaps
• • Trading Brazilian Reals to hedge out currency risk
• • Trading proprietary synthetic structures using listed options to arbitrage interest rates

LEHMAN BROTHERS
New York, NY · 2006-2008
Associate – Equity Synthetics Trading

• • Managing risk for $4bn EFP book and $2bn equity swaps book
• • Creating custom swap structures for hedge fund clients
• • Pricing new Delta-one equity structures for clients (forwards, zero strike calls)
• • Trading proprietary interest rate arbitrage positions: producing P&L of $20mm
• • Trading interest rate swaps and interest rate futures to hedge out rho risk on a $5bn book
• • Responsible for managing a $500mm MSCI swap book
• • Trading Brazilian single stock and Bovespa future swaps
• • Trading Brazilian Reals and LTNs to hedge out rho risk

PERSONAL REAL ESTATE INVESTMENTS
· 2006- Present

• • Owner and manager of four single family units in New Jersey and Pennsylvania valued at $600,000
• • Managed rehab project on a dilapidated property in Camden, New Jersey worth $110,000
• • Elected President of the Park East Condo Association, served from 2006-2008

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• California
• Central/South America
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

• Interests: Knicks, Mets, Giants, Basketball, Boxing, Geopolitics, Texas Hold’em Poker, Blackjack • Philanthropy: The Haiti Project Event Coordinator 2009, God’s Love We Deliver Volunteer 2007-2008, Minds Matter Mentor 2006-2008 • Languages: Conversational in Spanish • Licenses: Series 7, Series 63, Series 55, obtained New York State Real Estate Salesperson License

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2007-2011
B.S. in Economics; Real Estate, Marketing and Management

• Dean’s List 2007-2009
• Project Evaluation Head - Penn International Business Volunteers
• Career Program Vice President - Wharton China Business Society
• First Place Team - Wharton Junior Class Case Competition
• Resident Advisor - Harrison College House

CLEAR CREEK HIGH SCHOOL
League City, TX · 2003-2007

• Graduated Valedictorian out of 844 students
• Debate Team Founder

EXPERIENCE

WOKAI
Beijing, China · May 2009 - June 2009
Project Leader

• Led team of 4 Penn undergraduates on consulting project for microfinance nonprofit.
• Researched industry best practices for obtaining corporate sponsorship.
• Identified potential sponsors and generated 38 creative partnership ideas.
• Developed sponsorship proposals that laid framework for future implementation.

IVY INSIDERS
Houston, TX · May 2008 - August 2008
Branch Manager and Instructor

• Established local presence for national test preparation start-up.
• Drove over $4,000 in revenue for 1st year branch.
• Designed and executed sales and marketing plan based on competitive landscape and customer demographics.
• Helped students improve SAT scores by an average of 126 points through classroom instruction and private tutoring.

WIKINVEST
Philadelphia, PA · November 2007 - March 2009
Senior Contributor

• Wrote company and industry profiles analyzing market trends for investment research website with over 3.5 million users.

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Real Estate Law

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Central/South America
• Europe
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Computer Skills: Experienced with Microsoft Office Suite, VBA, SQL, JMP Statistical Package. Foreign Language: Basic proficiency in Spanish and Mandarin Chinese.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · May 2011
Master of Business Administration; Real Estate and Finance

• Active member of the Real Estate Club, Private Equity Club
• Affiliations: Zell/Lurie Real Estate Center, Urban Land Institute (ULI), International Council of Shopping Centers (ICSC)
• Other student club memberships: Rugby Football Club, Roadrunners and Triathletes Club

UNIVERSITY OF CALIFORNIA, BERKELEY
Berkeley, CA · May 2005
Bachelor of Science in Engineering; Major in Industrial Engineering and Operations Research

• Alpha Pi Mu Industrial Engineering Honor Society (top 1/5th of class)
• Awarded Ford Motor Company Fellowship for academic achievement, and Marsh, Inc. Diversity Scholarship for scholastic achievement and leadership
• UC Berkeley Education Abroad Participant: University of Hong Kong (Spring 2005), Universidad de Alcala (Fall 2003)
• Member of Alpha Phi Omega Service Fraternity, Alpha Kappa Psi Business Fraternity, Institute of Industrial Engineers

EXPERIENCE

ENDEAVOR
Santiago, Chile · 2008
Consultant, Business Development

• Endeavor is a nonprofit focused on economic development in emerging markets through supporting high-impact entrepreneurs
• Analyzed financial and operational issues of Vertical S.A., a Chilean company that leads leadership and teambuilding expeditions, and developed and implemented solutions
• Collaborated in Spanish with managers of 8 business units to determine drivers and build company’s first operating model
• Audited, compiled, and formalized reporting of historical financial information

GOLDMAN, SACHS & CO.
San Francisco, CA · 2006-2008
Analyst, Real Estate Investment Banking

• Performed pro forma analyses for mergers, acquisitions, divestitures, joint ventures, and financings
• Valued companies and assets through discounted cash flow, public comparable, and acquisition comparable analyses
• Interacted extensively with client management, senior bankers, internal departments and external legal, tax, and accounting advisors on transaction-related issues such as valuation, tactics, strategy, structuring and financing
• Prepared buyside, sellside and financing materials for management and board presentations and commitment committees
• Recruited as the 1st analyst to help build firm’s West Coast Real Estate Group from a team of 4 to 10 bankers within a year
• Led info sessions, conducted interviews, and served as liaison with candidates as member of UC Berkeley recruiting team
• Selected Transaction Experience:
• - HFF ($230 million, 2007): Joint bookrunner on initial public offering for commercial real estate services firm
• - HCP ($1.0 billion, 2006): Led road show for what was largest REIT follow-on offering at the time

UBS INVESTMENT BANK
San Francisco, CA · 2005-2006
Analyst, Technology Investment Banking

• Valued companies through pro forma merger, public comparable, acquisition comparable, and leveraged buyout analyses
• Active participation in all phases of the deal process including pitches, financial modeling, due diligence, and deal execution
• Initiated and organized regular social events to build camaraderie and foster a positive working environment

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Design
• Development

Interested in a job/internship in:

• California
• Canada
• Northeast USA
• Northwest USA
• West Coast USA

* PERSONAL REAL ESTATE INVESTMENT: Own and manage a multifamily property in Oakland, CA. Recently acquired at 46% of 2005 sale price and cash flow positive. * COMMUNITY INVOLVEMENT: Dog Volunteer, San Francisco Society for the Prevention of Cruelty to Animals (2009); Mentor, Junior Achievement (2007-2008); Team Captain, Goldman Sachs Community Team Works (2007-2008). * INTERESTS: Running (completed San Francisco Half Marathon in 2009), physical fitness and healthy eating, performance cars, pets, traveling (lived and traveled throughout Asia, Europe, and Central and South America). * LANGUAGES: Conversant in Spanish.

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 09/08 - 05/10
MBA; Finance

• Member of Wharton’s Finance Club, Real Estate Club, Healthcare Club; Elected Cohort Alumni Representative

UNIVERSITY OF CALIFORNIA, LOS ANGELES
Los Angeles, CA · 09/98 - 06/03
B.S.; Mathematics / Economics

• Co-Founder and Elected Board Member of the UCLA chapter of Alpha Kappa Psi (undergraduate business association)
• Student intern for the United States Department of State, Office of Logistics (supply chain management office)

EXPERIENCE

UBS INVESTMENT BANK
Los Angeles, CA · Summer 2009
Summer Associate

• Conducted debt refinancing analyses for a large-cap software company with $0.5 billion in “in-the-money” convertible notes due within 6 months; considered various refinancing options including new convertible notes as well as high-yield debt
• Prepared accretion/dilution analyses for a small-cap semiconductor client negotiating a cross-border M&A transaction
• Conducted industry research and prepared written reports/teasers for sell-side M&A clients
• Prepared a year-end internal performance assessment presentation for the global technology group head

HOULIHAN LOKEY HOWARD & ZUKIN
San Francisco, CA · 10/05 - 7/08
Senior Financial Analyst

• Conducted corporate valuations, fairness opinions for M&A and financing transactions, and purchase price allocations for companies ranging in size from $50 million to $15 billion in annual revenue
• Performed valuation analyses for both public and private companies using discounted cash flow, comparable-company, guideline M&A transaction, and comparable private financing analyses
• Advised the board of directors of a publicly-held steel construction company generating $0.5 billion in annual revenue on the fairness of a tender offer by a private equity fund; we recommended a rejection of the offer based on a low purchase price
• Advised the board of directors of a medical device company treating acute cardio-vascular conditions on the fairness of a $10 million private investment in public equity (“PIPE”) by one of the company’s largest existing shareholders
• Created capital structure waterfalls for privately companies to allocate total equity value across several classes of securities
• Created presentations to pitch services that generated fees ranging from $50,000 to $1 million per engagement
• Presented client deliverables and communicated methodologies and assumptions, a role typically reserved for Associates
• Promoted to the position of Senior Financial Analyst within 9 months of joining the firm (typically a 1 to 2 year process)
• Assisted in the recruiting, interviewing and training of new Financial Analysts and Interns; led office-wide social activities for the 2007 and 2008 summer internship program that resulted in the acceptance of two Interns for full-time positions

B. RILEY & CO.
Los Angeles, CA · 7/03 - 10/05
Equity Research Associate

• Conducted value-focused equity research and valuation for small and mid-cap companies in technology and other industries
• Initiated coverage on a small-cap polymer technology company with a “Buy” rating; the valuation analysis revealed that the marketplace had assigned 100% of the company’s value to the primary business unit, allowing investors to obtain the remaining operations for free; shares of the company traded up 50% within 10 months of my initiation report
• Built financial models including revenue and expense breakdowns, cash flow analyses and other financial statement forecasts
• Maintained relationships with the management of monitored companies to keep pace with key developments and trends
• Prepared research reports for institutional clientele to recommend stock investments and address material corporate events
• Communicated investment opinions to the internal sales and trading team and to clients/portfolio managers

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking
• Development

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Licenses: Completed N.A.S.D. professional licenses: Series 7, 63, 86 & 87

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Aug. 2008-May 2012
Bachelor of Science; Economics

• Candidate for Bachelor of Science in Economics
• Cumulative Grade Point Average: 3.1/4.0
• Potential Concentrations in Finance and Real Estate, Minor in Chinese Studies
• Founding Member/Vice-President of Foreign Exchange Derivatives, Wharton Global Markets Group
• Educated the Penn community on global markets through weekly and quarterly market reports.
• Taught junior members and wrote articles about the global financial derivatives market.
• Events Officer, Wharton Undergraduate Real Estate Club
• Organized and implemented a development tour of the Comcast Building in Philadelphia, PA.
• Organized a historical development tour and a luxury real estate tour in New York City.
• Vice-President, Check One
• Oversaw functions and monitors progress of group for multi-ethnic and multi-racial students.
• Organized and implemented meetings and events, such as annual Multiracial Dating Forum.
• Career Program Senior Committee Member, Wharton China Business Society
• Researches and contacts recruiters for internship and career information sessions.
• Assisted Career Program President in organizing campus events, such as the Annual Internship Panel.

THE BERKELEY CARROLL SCHOOL
Brooklyn, NY · Sep. 1998-Jun. 2008
High School Diploma

• Cumulative Grade Point Average: 3.8/4.0
• ACT Scores: 31/36 (English: 34/36, Mathematics: 33/36, Reading: 31/36, Science: 27/36, Writing: 33/36)
• Honors: Cum Laude Society Award (Jun. 2008)
• National Hispanic Recognition Program Scholar Finalist (Sept. 2007)
• Founder/President, Students Interpreting English Tutor Exchange (SIETE)
• Founded and organized group of tutors for English-as-a-Second-Language students in public school.
• Assisted students with their homework, extracurricular, and recreational activities.

EXPERIENCE

CITYSITES COMMERCIAL GROUP, LLC
New York, NY · Jun. 2009-Present
Investment Sales Intern

• Researched properties valued at $50-$100 million for potential investors.
• Established relationships between Investment Sales Vice President and outside brokers.
• Led research project on distressed real estate in the New York area.
• Wrote reports for Investment Sales Vice President and Associate Directors in Summer 2009.

CHINA INSTITUTE
New York, NY · Jun. 2006-Jul. 2006
Assistant Teacher

• Taught Mandarin Chinese to preschool-age children.
• Assisted head teacher with drill exercises, cultural activities and field trips.

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Asia
• Europe
• Mid-Atlantic USA
• Northeast USA

Skills: Proficient in Spanish (7 years study) and French (4 years study); spoken Mandarin Chinese (2 years study). Proficient in Microsoft Access, Excel, PowerPoint, and Word. Interests: Chinese language and culture Art and film history, cooking, fashion, travel (London, Paris, Shanghai).

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 9/2008-5/2010
Master in City Planning; Urban Development, Community and Economic Development

MACALESTER COLLEGE
St. Paul, MN · 9/2001-5/2005
Bachelor of Arts; Economics, Urban Studies

• Study Abroad: Santiago Chile, School of International Training, Economic Development and Globalization Program. All courses completed in Spanish. 1/2004-5/2004

EXPERIENCE

WOMEN\'S COMMUNITY REVITALIZATION PROJECT
Philadelphia, PA · 5/2009-9/2009
Housing Development Associate

• Assisted staff in multiple aspects of development process for an affordable housing project under development, including financing, building design, operations and maintenance, and community relations
• Researched and wrote grant applications state agencies and foundations in support of the rehabilitation of a child care center in South Philadelphia
• Prepared and led workshops for area non-profits on topics related to the community facility development process, including site selection, financial feasibility, and working with an architect

ASSOCIATION OF NEIGHBORHOOD AND HOUSING DEVELOPMENT
New York, NY · 1/2008-6/2008
Housing Policy Intern

• Researched, analyzed the effects of Mayor Bloomberg’s 2030 Plan on affordable housing in New York City
• Investigated the consequences of HUD contract expirations on affordable housing in New York City
• Tracked New York City’s banks’ compliance with the Community Reinvestment Act

TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION
San Francisco, CA · 11/2005-12/2007
Executive Management Coordinator

• Provided administrative support to the Executive Director and Senior Management Team
• Acted as liaison to the Board of Directors, including coordinating and documenting all board meetings
• Maintained corporate records and compliance for TNDC, affiliates and partnerships
• Executed special projects including event planning, managing volunteers, correspondence to donors and clients, member of Cultural and Linguistic Competency Committee

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Design
• Development

Interested in a job/internship in:

• Northeast USA
• Northwest USA
• West Coast USA

Language: Proficient in Spanish Computer: Microsoft Word, Excel, Power Point, ArcMap GIS, Outlook, Raisers Edge, Dreamweaver, E-Views Activities: Outdoors, Running, Biking, Hiking, Soccer, Cooking, Traveling

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-20011
Masters in Business Administration; Real Estate

• Recipient: Joseph Wharton Fellowship for academic and professional excellence
• Active Real Estate Club member: Trained in real estate financial analysis techniques for MS Excel and ARGUS
• Elected: Cohort IT Representative
• Wharton Real Estate Case Competition participant
• Zell/Lurie Real Estate Center student member and mentee
• Urban Land Institute student member
• Wharton Computing Center technology advisory council member
• Wharton Warthogs rugby team member

UNIVERSITY OF MICHIGAN
Ann Arbor, MI · 2000-2005
BSE; Mechanical Engineering

• Magna Cum Laude: GPA 3.58/4.00; College of Engineering Dean’s List 2001-2004
• President of the Society of Hispanic Professional Engineers: Raised and managed an organization record $30K in 2004
• Recipient: Martin Luther King Spirit Award for student mentorship and professional development
• Engineering Internship: Developed implementation strategies for Kraft product reformulation projects at 2 production plants and, working closely with both the plant and business teams, realized savings of over $1M per year

EXPERIENCE

ACCENTURE CONSULTING
Chicago, IL · 2005-2009
Consultant

• Specialized in Quality Assurance within the Systems Integration and Technology Global Delivery Excellence group dedicated to high performance design, implementation and quality assurance of business software systems
• One of five analysts selected to join ramp up efforts for the Accenture Testing Practice
• Led implementations within the banking, telecom and consumer goods industries at National City Bank, AT&T and the Nielsen Company
• Managed client relations and led delivery efforts for the Nielsen Company during the on-time and on-budget implementation of a business critical sales reporting solution for Kraft Foods which delivered over $40M of cost savings
• Led international development and testing team across India, Israel and the US during the testing phases of a bundled services ordering system implementation for AT&T projected to reach 19M customers in 2008
• Effectively led three implementation phases to completion for the AT&T Consumer Relations Management ordering system and served as the main communication point on project status to VP level AT&T managers
• Researched and developed a proposal for a business-wide order management solution at the Nielsen Company with the potential to reduce time to delivery of reporting systems by 25-50%
• Spearheaded the implementation strategy of an industry standard software development quality assurance tool for Nielsen’s Innovation Delivery Organization thereby reducing requirement testing errors by approximately 50%
• Acted as the on-site lead for the two week knowledge transfer of Nielsen reporting systems to delivery center resources in Buenos Aires, Argentina; project conducted in Spanish
• Ranked “Significantly Above” peers in Accenture’s Global Delivery Excellence group; Rated “Exceeds Expectations” in Business Operation and Client Value Creation – 2007 and 2008
• Member of the Global Delivery Excellence Chicago Civic Engagement Team

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Design
• Development

Interested in a job/internship in:

• Africa
• California
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA

Community Service: As VP of In Concert Chicago, coordinated the performance of 7 pro bono concerts attended by a total of over 200 residents at nursing and assisted living homes throughout Chicago Additional Accomplishments: Third Degree Black Belt in Tae Kwon Do; Performed jazz drums with the Lincoln Center Jazz Quintet Interests: Financial Market Analysis, Mountain Biking, Basketball Languages: Fluent in Spanish

EDUCATION

PENN DESIGN
Philadelphia, PA · Fall 2008-Spring 2010
Masters of City Planning; Urban Development

• Certificate in Real Estate Design & Development
• Penn Design Real Estate Club, Treasurer/Membership Coordinator, University of Pennsylvania Fall 2009- Present
• Organize speakers, site visits, and social events. develop and oversee a $9,000 budget
• Coordinated membership duties for the largest club in Penn Design
• http://www.penndesignrealestate.com/Home.html
• \"Golden Triangle Revisioning Towards a Sustainable Suburbia, Cherry Hill, NJ.\" Group project awarded First prize in annual education competition held by SE Pennsylvania Chapter of the American Planning Association

UNIVERSITY OF PENNSYLVANIA
Philadelphia · Fall 2005-Spring 2009
Bachelor of Arts; Urban Studies

• Secondary Concentrations: Urban Real Estate & Development; Hispanic Studies
• Varsity Sprint Football Team, University of Pennsylvania Fall 2006-2008
• 3-year starter. All-League defensive lineman (Second Team), 2008
• Sprint football is regular tackle football with a weight limit; competed with Ivy League schools and military service academies
• Urban Studies Undergraduate Advisory Board, Social Events Chair, University of Pennsylvania Fall 2007-2009
• Organize speakers, site visits and other enriching activities for Department majors
• Beta Theta Pi Fraternity, Member, University of Pennsylvania Spring 2006-2009
• Participated in a self governing student organization providing networking and community service opportunities

EXPERIENCE

THE UNITED STATES DEPARTMENT OF INTERIOR
Washington DC · Summer 2009
Intern in White House Liaison\'s Office

• Worked in The White House Liaison Office, assisting in wide ranging staff activities
• Assisted with staffing process, coordinating meetings with senior staff members
• Gained valuable insight into current policies and projects for the Department

DIAMOND RESORTS INTERNATIONAL
Las Vegas, NV · Summer 2008
Intern for Acquisitions and Development

• Researched and valuated potential acquisitions for the largest privately owned timeshare company in US
• Assisted in a variety of data collection and analysis for Vice President of Corporate Development

WALLACE ROBERTS & TODD, LLC
Philadelphia, PA · January-May 2008
Intern for Planning and Urban Design

• Intern supervised by Leader of Planning and Urban Design Department
• Compiled and organized a best practices database for use of practitioners

PACIFIC SOUTHWEST DEVELOPMENT, LLC
Las Vegas, NV · Summer 2006 & 2007
Intern

• Completed tasks assigned by the Vice-President of Development/Construction
• Worked both in the office and the job site, helping to oversee real estate development process

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Acquisitions
• Design
• Development

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Canada
• Central/South America
• Europe
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• Southwest USA
• West Coast USA

Computer Skills: Proficient in Microsoft Office, Adobe Creative Suite 4, JMP IN 5.1, and ArcGIS Language Skills: Fluent in Spanish.

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 2008-present
MBA; Real Estate and Financie

• Winner of 2008 Wharton Real Estate Team Case Competition; Honorable Mention in 2009 ULI Hines Team Student Urban Design Competition; Competitor in 2009 UNC Real Estate Team Challenge.
• Co-Vice President, Wharton Real Estate Club; active student member of Zell-Lurie Center.
• Co-Leader, Mt. Kilimanjaro Leadership Venture (Summer 2010).
• John A. Mayer Fellowship recipient for outstanding academic and professional accomplishments, and exceptional character.
• “Ben Franklin Spirit of Philadelphia” Class of 2010 Award recipient, awarded by colleagues for contributions to Philadelphia.
• Other Wharton Student Club Memberships: Social Impact, Roadrunners and Women in Business.

UNIVERSITY OF CALIFORNIA, BERKELEY
Berkeley, CA · 1997-2001
Bachelor of Arts; History & Urban Planning

• Graduated with Highest Distinction in General Scholarship (summa cum laude).
• Researcher for “Pay to Play: Residential Development Fees in California Cities and Counties, 1999,” published in 2001 by State of California Department of Housing and Community Development.

EXPERIENCE

HEARTLAND, LLC
Seattle, WA · Summer 2009
Project Manager, Intern

• Pitched investment strategy for a $70 million niche industrial and residential joint-venture investment for a 70+acre site; analysis included site due diligence, market research, comp analysis, financial modeling, and joint-venture deal structuring.
• Developed integrated sustainable district financial modeling tool that enables strategy optimization based on environmental and financial metrics; tool is to be utilized in connection with state Climate Benefit District legislation.
• Assisted in analyzing potential real estate portfolio properties for major natural resources company looking to diversity its investment portfolio.

CITIZENS HOUSING CORPORATION
San Francisco, CA · 2001-2005
Project Manager

• Led cross-functional team in the development of the first LEED Silver-certified residential building in Northern California: award-winning, $26 million, 98-unit environmentally sustainable, affordable and supportive housing development in downtown San Francisco, CA.
• Secured entitlements and $20 million in financing from 10 different sources for new construction and adaptive-reuse of an historic building into 50 units of affordable family and senior housing in Marin County, CA.
• Negotiated and managed a partnership with private development partner through the start of construction on $100 million, 228-unit senior affordable housing development in San Bruno, CA.
• Structured acquisition financing and negotiated purchase agreement for acquisition-rehabilitation of 61-unit apartment complex in Hayward, CA.

FANNIE MAE
San Francisco & Washington, DC · 2000-2002
Associate & Community Development Intern

• Organized 2000 Congressional Black Caucus Housing Conference with Rep. Barbara Lee’s local office, featuring six U.S. Congress members, multiple State officials, seven Mayors, and hundreds of housing industry leaders.
• Coordinated over 10 investment publicity events involving political and community leaders, investment partners, and senior company executives, strengthening the company’s profile within market area.

BERLITZ, JAPAN
Tokyo, Japan · 2006-2008
English Language Instructor

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Development

Interested in a job/internship in:

• California
• Northeast USA
• Northwest USA
• West Coast USA

• Professional Training / Affiliations: US Green Building Council LEED-AP; Urban Land Institute (ULI)-Philadelphia Member. • Community Involvement: Consultant with Wharton International Volunteer Program team in Pune, India (2009); Rebuilding Together House Manager, residential rehab organization in West Philadelphia (2009); Global Village team member, Habitat for Humanity, Borneo (2007); Co-founder first Japan chapter of Net Impact, socially-responsible business professional organization (2007); and Co-founder of first foreign volunteer leadership team at Habitat for Humanity Japan (2006-2008). • Interests: Running (completed first full marathon 2008), trekking (climbed Mt. Fuji and Mt. Fansipan), pescetarian cooking, international travel (visited over 15 countries), and sailing.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
MBA; Real Estate

• Recipient of merit-based Coulson/Joseph Wharton Fellowship
• Active Member, Real Estate Club; Prospective Student Officer 2008-2009
• Student Member, Zell/Lurie Real Estate Center
• House Manager, Rebuilding Together Philadelphia (low income rehabilitation project) 2009
• VP Community Outreach, BizWorld (youth business entrepreneurship organization) 2009-2010
• VP Social and Marketing, Wharton African Students Association 2009-2010

MCINTIRE SCHOOL OF COMMERCE, UNIVERSITY OF VIRGINIA
Charlottesville, VA · 2000-2004
BS Commerce; Finance, Minor in Spanish

• VP/Pre-Commerce Co-Chair, Black Commerce Student Network 2002-2004
• Volunteer, Student Admissions Council 2001-2004

UNIVERSITY OF VALENCIA
Valencia, Spain · Summer 2002

• Study Abroad Program

EXPERIENCE

LASALLE INVESTMENT MANAGEMENT
Chicago, IL · Summer 2009
Summer Associate

• Global Research and Strategy:
• Authored a Medical Office Buildings memo comparing the investment strategy with traditional office properties; presented to research, fund and management teams
• Analyzed student housing investment noting market trends, competition and performance
• Examined firm’s exposure to tenants most likely to default based on Moody’s criteria; results were discussed at quarterly Asset Manager’s meeting
• Compiled extensive manual for global real estate investment terms used across North America, Europe and Asia Pacific

BANC OF AMERICA SECURITIES
Charlotte, NC · 2005-2008
Associate (only team member promoted) / Analyst

• Asset-Backed Commercial Paper Conduit Group – Origination & Structuring:
• Originated, structured and executed 22 asset securitization transactions totaling $40.2B in commitments
• Provided capital for 11 real estate and private equity funds:
• Performed Monte Carlo analyses to assess the risk of limited partners’ commitments
• Clients included Goldman Sachs, Fortress Investment Group, Beacon Capital Partners and LBA Realty
• Closed largest asset-backed commercial paper transaction at $30B in commitments
• Trained and developed 10 junior professionals through project management, mentoring and training
• Analyzed historical asset pools and developed financial models to ensure sufficient capital to cover debt obligations

BANC OF AMERICA SECURITIES
Charlotte, NC · 2004-2005
Analyst

• Conduit Investment Management:
• Managed portfolio of 32 transactions analyzing key metrics to confirm structural integrity and compliance
• Prepared annual credit review, amendment and restructure documentation for approval by senior management
• Performed on-site due diligence gathering data regarding company performance, systems, operations and strategy

GENERAL ELECTRIC
Atlanta, GA · Summer 2003
INROADS Summer Intern

• Power Systems Global Sourcing:
• Participated in internal financial auditor training; determined optimal purchasing allocations across businesses
• Led initiative and developed best practices guide to minimize travel and living expenses

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Mid-West USA
• Southeast USA

• Co-Founder: STARS Math and English Academy Financial & Investing Curriculum 2007-2008 • Registered Representative: NASD Series 7 and 63 Certifications • Fellow: Management Leadership for Tomorrow MBA Preparation Program 2008 • Interests: Riding motorcycles, playing basketball, traveling (8 countries visited)

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
MBA; Real Estate and Finance

• Active member of Wharton’s Real Estate, Travel & Hospitality, Finance, and Private Equity professional clubs
• Second place in Wharton Real Estate Case Competition
• Zell Lurie Real Estate Center volunteer
• Active competitor for Running and Crew clubs
• Rotary International Ambassadorial Scholar

UNIVERSITY OF AUCKLAND
Auckland, New Zealand · 2001-2004
BE (Hons); Civil & Structural Engineering

• First Class Honors
• Dean’s List - 1st place in final year
• Senior Prize recipient
• Department representative on Dean’s Committee
• New Zealand youth representative at the ITU Telecom Asia Forum (Busan, South Korea)
• Treasurer and active player for field hockey club; Active member of debating society

EXPERIENCE

THE BOSTON CONSULTING GROUP
Auckland, New Zealand · 2006-2009
Senior Associate

• Management consultant in BCG\'s New Zealand and Australian offices
• Performed competitive analysis, synergy identification and process integration for a leading global building materials company after their entry into the Australian market
• Conducted the market-entry analysis and strategic review for an acquisition by New Zealand’s leading building materials player
• Developed and supported the vendor negotiation strategy for one of Australia’s largest retailers
• Conducted market-entry analysis in order to assess the viability of an acquisition by a private equity firm in New Zealand’s advertising industry
• Developed a business unit strategy for one of the world’s leading agricultural exporters and co-led negotiations for a global customer contract
• Developed and implemented a specialist BCG organizational design tool in the post-merger integration following one of Australia’s largest financial services mergers
• Developed the organizational model for a government department in New Zealand’s justice sector
• Office-level contribution as a regular interviewer, Associate cohort representative, leader of the Auckland BCG Sports Committee and as a contributing member of BCG’s Organization Practice Group

BECA, CARTER, HOLLINGS & FERNER
Auckland, New Zealand · 2004-2006
Project Manager

• Construction Project Manager at New Zealand’s leading engineering design consultancy
• Managed construction projects at New Zealand’s largest sports stadium and developed the proposal to enable New Zealand to host the 2011 Rugby World Cup
• Led the risk management process for the main runway replacement project and baggage hall expansion at Auckland International Airport
• Site-managed the construction of an Air Calin hanger in New Caledonia (project conducted entirely in French)
• Managed the design, consent and construction process for multiple, concurrent projects for Auckland City Council

BROOKFIELD-MULTIPLEX
Auckland, New Zealand · 2004
Site Engineer

• Construction management role on an inner-city high-rise during final year of undergraduate degree.
• Experience included on-site supervision, design review, contract documentation, and liasing with design team and contractors.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking
• Design
• Development
• Investment Banking

Interested in a job/internship in:

• Asia-Pacific
• California
• Europe
• Mid-Atlantic USA
• Northeast USA
• West Coast USA

SPORT: Competitive running (middle-distance and off-road); Triathlon; Field hockey; Crew LEADERSHIP: Wharton cohort representative; Executive committee at Somerville Hockey Club; Regular voluntary involvement LANGUAGES: English; French WORK ELIGIBILITY: New Zealand; Australia; United Kingdom; Canada; United States – J1 visa

EDUCATION

WHARTON
Philadelphia, PA · 2009-2011
MBA; Real Estate

• Member of Wharton’s Real Estate, Energy, Sports in Business, Soccer, and Texas Clubs

UNIVERSITY OF TEXAS - AUSTIN
Austin, TX · 1997-2002
BBA, MPA; Accounting

• Worked as a teaching assistant in a graduate cost accounting class. Tutored students and assisted the professor with curriculum and course design
• Organized a youth soccer camp for Austin children and participated in the Neighborhood Longhorns after-school tutoring program

EXPERIENCE

CB RICHARD ELLIS
Dallas, TX · 2004 - 2009
Senior Associate

• Promoted into the partnership of one of the nation’s premier industrial investment sales teams in 3 years
• Participated in over 150 investment sales transactions, valued at over $18 billion and totaling over 195 million square feet
• Underwrote and coordinated the due diligence of a $2.3 billion portfolio of properties in six different asset classes
• Developed new business proposals that resulted in 50+ new deals with an aggregate value of over $5 billion
• Worked closely with institutional clients including public and private REITs, pension fund advisors, insurance companies, and private equity funds
• Researched and developed a market update presentation during the recent financial crisis that we used with 20+ clients
• Supervised a team of five highly-effective analysts in financial underwriting, in writing marketing packages and proposals for new business

ERNST & YOUNG
Dallas, TX · 2002-2004
Staff 2 Auditor

• Planned and performed audit engagements for public and private companies
• Prepared SEC filings including 10K’s, 10Q’s and debt issuances for a public office REIT
• Developed and maintained customer relationships
• Performed the accounting due diligence on the $202.5 million IPO of a NYSE registered hospitality REIT
• Unofficially promoted early during second year and given responsibilities of employees with a more advanced job title

HUDSON PLACE FINANCIAL
Dallas, TX · 2009
Intern

• Worked as an intern during the summer before attending Wharton for a start-up financial company
• Developed a private placement memorandum and collateral materials to raise a $100 million fund to purchase distressed real estate loans and bonds
• Underwrote $100 million of potential loan purchases on behalf of the principals
• Analyzed the cash flow streams of distressed mortgage backed bonds

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA
• Southeast USA
• Southwest USA
• West Coast USA

Affiliations: Dormant CPA, NAIOP, Licensed Real Estate Salesperson in Texas. Computing Skills: Argus, Windows operating systems, Microsoft Office programs and JMP statistical analysis software

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 2009 - 2011
MBA; Real Estate, Finance

• Activities: Real Estate Club, Private Equity Club, and Out for Business
• Leadership: Cohort Alumni Representative (Elected), Wharton Real Estate Club VP of Membership
• Affiliations: Urban Land Institute (ULI), International Council of Shopping Centers (ICSC), Zell/Lurie Real Estate Center

EMORY UNIVERSITY
Atlanta, GA · 1999 - 2003
BA; Economics, French

• Active member of the Office of Residence Life and the Student Programming Council

EXPERIENCE

GE REAL ESTATE / MERRILL LYNCH CAPITAL
Atlanta, GA · 2006 - 2009
Associate Director

• Screened 75+ individual and portfolio lending opportunities for relationship managers ranging from $2M to $200M
• Managed deal sizing and underwriting from term sheet/application through loan approval and closing
• Assisted relationship managers in transaction negotiations for structured and CMBS first mortgages
• Conducted due diligence for valuation, risk analysis, market analysis, borrower history and strategy, and deal structure
• Engaged in business development and marketing efforts: client prospecting, trade association meetings, maintained and managed borrower and broker relationships
• Merrill Lynch Capital, Merrill Lynch & Co. (GE acquired Merrill Lynch Capital, February 2008) Atlanta, GA
• Senior Underwriter 2006 –2008
• Structured and underwrote first mortgage, mezzanine and preferred equity loans ranging from $10M to $200M
• Screened potential transactions, drafted term sheets, loan applications, assisted in negotiations and loan closing procedures
• Underwrote 16 deals representing $800M of new business production for the Southeast office
• Coordinated underwriting process between investment officers, clients, brokers, attorneys and third parties
• Managed 10+ accounts (~$200M in assets), completed loan modifications and work-outs
• Assisted syndications group on buy and sell side opportunities, sold $90M of participations across three deals
• Promoted from Analyst to Assistant Vice President (skipping one level) in two years, ranked top underwriter in the country
• Sole underwriter nationwide retained by GE Real Estate during Merrill Lynch Capital’s acquisition

ING CLARION PARTNERS
New York, NY · 2004 - 2005
Analyst

• Created 50+ market and property specific research reports to support acquisitions, CMBS and portfolio loan underwriting
• Conducted in-depth property and market due diligence, specific focus on US west coast multi-family markets
• Developed and maintained property business plans supporting asset management and portfolio directors
• Contributed to ING Real Estate’s global research publications, including Asian and European markets

COSTAR GROUP, INC.
Bethesda, MD · 2003 - 2004
Research Analyst

• Maintained brokerage and listing information on a commercial real estate portfolio of more than 100 million square feet
• Analyzed commercial sales transactions, financing and income statements for publication to COMPS product
• Created and strengthened client relationships, created original market reports for publication to clients and CoStar products
• Top Producer/Performer 2004

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking

Interested in a job/internship in:

• Asia-Pacific
• Europe
• Southeast USA
• West Coast USA

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Master of Business Administration Candidate; Major in Finance and Real Estate

• Active Member: Real Estate Club (real estate career trek co-leader, training in Excel for Real Estate Analysis), Finance Club
• Private Equity and Venture Capital Club, Assistant Director of Domestic Private Equity Treks
• Say Yes to Education (high school student tutoring club), Executive Vice President
• GMAT Score: 760 (99th percentile)

CORNELL UNIVERSITY
Ithaca, NY · 2000-2004
Bachelor of Arts in Economics

• GPA: 3.62, Dean’s List

THE LONDON SCHOOL OF ECONOMICS AND POLITICAL SCIENCE
London, England · 2002-2003
General Course in Accounting and Finance (Junior Year Abroad)

EXPERIENCE

TA ASSOCIATES REALTY
Boston, MA · Summer 2009
Summer Associate

• Acquisitions: Reviewed underwriting, due diligence, and legal documents for two potential acquisitions. Researched Florida submarket leasing assumptions.
• Asset Management: Proposed terms for office tenant and vendor renewal contracts. Analyzed Atlanta multifamily rent terms and concessions. Identified opportunities to revise industrial and office property lease terms to gain several million dollars of property tax savings. Researched competition to Dallas industrial portfolio.
• Valuations: Employed ARGUS modeling to revalue approximately $250 million of industrial and office assets.
• Presented two studies on multifamily asset management and effects of job loss and opportunities arising from government stimulus.

GOLDMAN SACHS GROUP, INC.
New York, NY · 2005-2008
Associate, Private Equity Group (Fund of Funds)

• Selected as the only analyst to join Allocation Committee in evaluating and selecting investment scenarios for $3 billion of new investments across client portfolios.
• Performed research and presented findings regarding financial impact of portfolio company activity on portfolios.
• Conducted regular and ad hoc quantitative analysis on the current and pro forma status of portfolios for investment due diligence, portfolio management, marketing, investor reporting, and legal compliance purposes.
• Monitored the performance and divestment activity of portfolio with approximately $25 billion of buyout, distressed, venture capital, real estate, secondary private equity interests, and co-investments.
• Increased group efficiency and decreased allocation modeling time by initiating database and systems enhancements.
• Trained eight analysts and delegated assignments to global team to accomplish weekly processes and meet client deadlines.
• Promoted from Analyst to Associate.

METLIFE, INC.
Morristown, NJ · 2004-2005
Analyst, Alternative Investments

• Monitored performance, realizations and cash flows of private equity portfolio with more than $2 billion in assets. Created monthly and quarterly analyses and portfolio benchmarking as a means of fund and region comparison.
• Assisted in due diligence and evaluation of potential fund investments.
• Developed and maintained proprietary database of approximately 1,300 hedge fund managers enabling team to track monthly performance, risk exposure and return attribution of hedge fund portfolio with more than $1 billion in assets.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Investment Banking

Interested in a job/internship in:

• Africa
• Asia
• Asia-Pacific
• California
• Canada
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Interests: Avid baker; Enjoy running, cycling, horseback riding and reading travel literature. Community Service: StreetWise Partners, career and life mentor for low-income young adults in New York City; Parliament Hill School, math tutor for teenage girls in London; Cornell University Empathy Assistance & Referral Service, peer counselor trainee.

EDUCATION

NORTHWESTERN UNIVERSITY
Evanston, IL · 9/98 - 6/02
Bachelor of Science; Civil Engineering

UNIVERISTY OF PENNSYLVANIA - THE WHARTON SCHOOL
Philadelphia, PA · 8/08 - 5/10
Masters in Business Administration; Real Estate and Finance

• Leadership Fellow
• Rebuilding Together Philadelphia Co-President
• Ethics Committee Member
• Wharton’s Real Estate Club V.P. of Alumni and Faculty Relations
• Wharton Real Estate Case Competition Participant
• Wharton Business Plan Competition Participant
• Zell Lurie Real Estate Center Volunteer
• Member of Wharton’s Entrepreneurial Club

EXPERIENCE

THE TRUMP ORGANIZATION
New York, NY · 6/09 - 8/09
Intern

• Acquisitions and Operations Experience
• Evaluated an existing hotel/condo property in order to restructure the debt load. Model incorporated projected hotel operations cash flows, restructured capital stack and sensitivity analysis of the sales pace and pricing of remaining inventory.
• Underwrote the potential acquisition of a $250 million foreclosed resort. Model incorporated projected hotel and golf course operations cash flows, restructured capital stack and future development of for-sale residential property.
• Developed a detailed operations budget for an international resort; allocated the operational costs to the responsible parties.
• Performed due diligence on approximately ten new hotel developments. Analyzed the financial, brand, and partner risks.
• Reviewed and red lined architectural drawings for the renovation of Trump International Hotel and Tower. Created scope of work lists for the renovation project to ensure complete scope inclusion in the general contractor’s proposal.
• Performed quality inspections of an under-construction project in SoHo to ensure compliance with Trump building standards.

BOVIS LEND LEASE, INC.
Chicago, IL · 7/02 - 7/08
Project Manager II

• Construction Experience
• Managed project financials. Responsible for project profit plan. Negotiated all changes with the owner. Collaborated with the design team. Coordinated the design and implementation of all trade work. Promoted three times in six years.
• 1720 S. Michigan
• Managed the construction of a 34 story cast-in-place post-tensioned structure, consisting of 498 condominium units, 4 retail areas and 7 floors of tempered parking; located in Chicago’s South Loop neighborhood.
• Guided the project budget from conceptual design through to the contract. Developed façade, layout, structural, and MEP value engineering options. Saved $3 million (5%) between the conceptual estimate and the final contract.
• Managed and organized the procurement effort of approximately $70 million of subcontracts.
• Developed project schedules and logistics plans. Achieved a 4-day per floor cycle per trade. Successfully expedited turnover schedules: overcoming 5 weeks of weather delays to turnover the building early to the client.
• 630 N. Franklin
• Managed the construction of an 11 story precast structure, consisting of 165 condominium units, 3 retail areas, and 2 floors of tempered parking; located in Chicago’s River North neighborhood.
• Turned over the building 14 months after breaking ground. Achieved occupancy 3 weeks after power was received.
• Developed the relationship with an emerging client that would result in over $200 million of business over six years.
• Limited change order requests to $500K (approx. 2% of the contract value).
• Developed and instituted the unit customization process for a new client – achieving $500K in sales of upgrades.
• Assisted with the construction of a 17 story, 169 unit condominium building and a Design-Build Warehouse.
• Pre-Construction Experience
• Developed construction budgets, logistic plans and schedules for a diverse group of projects in various design stages. Created value engineering options for owners; worked with architects to implement these changes.
• Office Buildings: 71 S. Wacker Drive, 111 S. Wacker Drive, 1 S. Dearborn (each ~50 stories); Condominiums: 340 E Randolph (66 stories), River Place on the Park (24 stories), Sheridan and Catalpa (15 stories); Apartments: Lake and Wells: (43 stories); Hotels: The Modern Hotel (13 stories) and Senior Living: The Clare at Water Tower (60 stories)

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Canada
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Interests: Singing, songwriting and guitar performance. Fishing. Politics (Campaign Volunteer and G.O.T.V. Coordinator). Computer Skills: Fluent in Microsoft Office, Microsoft Project, Primavera, Timberline, JMP and Prolog. Trained in Argus.

EDUCATION

THE UNIVERSITY OF PENNSYLVANIA, THE WHARTON SCHOOL
Philadelphia, PA · September 2006 - May 2010
Bachelor of Science in Economics; Real Estate

• Concentration: Real Estate; Minor: Chinese
• Cumulative GPA: 3.31 / 4.00; Concentration GPA: 3.80 / 4.00
• Honors: Dean’s List 2008-2009
• Relevent Coursework: Real Estate Law, Urban Real Estate Economics, Real Estate Investments, Urban Public Policy and Private Development, Corporate Finance, Financial Accounting

EXPERIENCE

MARCUS & MILLICHAP REAL ESTATE INVESTMENT SERVICES
Philadelphia, PA · June 2009 - August 2009
Agent Assistant; Multi-Family Property Group

• Utilized CoStar, RealQuest, and other real estate resources to compile marketing proposals for presentation to apartment sellers
• Performed financial modeling and analysis of a 20-unit multi-family property for presentation to potential buyers
• Created two 25-page research reports that analyzed the demographic, employment, and real estate landscapes of the Lehigh Valley and Philadelphia metro areas
• Attended company-wide presentations providing market updates and new property listing announcements for several property groups

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development

Interested in a job/internship in:

• Asia
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA

• EXTRACURRICULAR ACTIVITIES: Wharton China Business Society - Board Member; Phi Gamma Nu Professional Business Fraternity - Philanthropy Committee, Pledge Educator • SKILLS & INTERESTS: Proficient in Microsoft Word, Excel, PowerPoint, Access, and Outlook; Working knowledge of CoStar and RealQuest online real estate services; Avid fan Wisconsin professional sports teams, including the Milwaukee Brewers and the Green Bay Packers

EDUCATION

ARIZONA STATE UNIVERSITY
Phoenix, AZ · 1/02 to 12/04
Bachelors of Science; Civil Engineering

• Concentrated in Environmental & Civil Engineering
• Graduated Cum Laude

EXPERIENCE

CMX ENGINEERING
Philadelphia, PA · 3/07 to 5/09
Senior Engineer

• Setup Pennsylvania-Mexico outsourcing partnership. Partnership increased completed projects per month by 200%, eliminated backlog, and allowed CMX to take on more work, all while not having to adjust the workforce.
• First person to transfer between the merged companies of CMX (AZ) and School DePalma (PA) (combined companies later renamed CMX Engineering)

CMX ENGINEERING
Phoenix, AZ · 1/05 to 3/07
Design Engineer

• Led a team 10 people in our Phoenix and Mexico office through the design and development of a 700 Acre, $100M master planned community. Took the project from the initial due diligence phase all the way through construction.
• Won “Rookie of the Year” award during first year at CMX. Was given this award for being the most outstanding new employee throughout the entire company.
• Gained registration as a Land-Surveyor-in-Training (L.S.I.T.)

M2 GROUP INC
Phoenix, AZ · 5/04 to 12/04
Engineer in Training

• Gained registration as a Engineer-in-Training (E.I.T.)

DEI SERVICES, LLC
Phoenix, AZ · 8/01 to 8/02
Intern

• Gained experience as an intern in both the survey and civil engineering departments. Handled project preparation and submittal, as well as on-site construction surveys.

GTS, INC
Sierra Vista, AZ · 1/94 to 12/03
Survey Crew Chief & AutoCAD Consultant

• Lead Surveyor on construction site for the “The Mall at Sierra Vista”. Led a team of 3 people through the construction staking and layout of the building and parking lot.
• In-house I.T. and AutoCAD consultant. Took care of all office I.T. related issues and AutoCAD drafting requirements.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Advisory/Consulting
• Development
• Investment Banking
• Real Estate Law

Interested in a job/internship in:

• Africa
• Asia-Pacific
• California
• Central/South America
• Europe
• Mid-West USA
• Northeast USA
• Southwest USA
• West Coast USA

I volunteer at C.H.O.P., the Children’s Hospital of Philadelphia and work with kids in long-term and asthmatic care. I am also “Big Brother” and mentor to Anthony through the Big Brothers Big Sisters foundation since 2006. I'm an avid runner and rockclimber, devoted reader of the WSJ and Financial Times, member of the Wharton Real Estate and Energy, and a big fan of “Robber Baron” biographies. Things I can't live without: Netflix and Belgium Beer.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · August 2009 - May 2011
MBA; Business & Public Policy, Real Estate

• Member of Wharton’s Consulting, Entrepreneurship, Travel & Hospitality, and Golf Clubs, Urban Transportation Group, Volunteer Admissions Committee
• Global Consulting Practicum: Advising infrastructure firm based in Madrid, Spain to expand into US market

MCDONOUGH SCHOOL OF BUSINESS, GEORGETOWN UNIVERSITY
Washington, DC · September 2000 - May 2004
BSBA; Finance, International Business

• G.P.A 3.84/4.00, Magna Cum Laude
• Active in Capital Markets Research Center, an academic entity that develops and disseminates research and analysis on global financial issues.

EXPERIENCE

NEXUS INFRASTRUCTURE LLC
Washington, DC · February 2009 - Present
Principal

• Co-founded independent advisory firm that provides management, strategic, and financial advisory services for public-use infrastructure such as airports, roadways, rail, and other transportation and utility assets
• Establish and cultivate relationships with clients and industry experts to serve as consultants in the Nexus Network (N2)
• Evaluate public sector funding alternatives, including traditional sources such as taxes and innovative financial instruments such as government grants and subsidies, private equity, and public-private partnerships
• Perform strategic planning, feasibility studies, demand forecasting, and benchmarking for aviation and transportation sectors
• Develop firm service offerings and utilize verbal, print, and web media for branding and market positioning

INFRASTRUCTURE MANAGEMENT GROUP, INC.
Bethesda, MD · March 2007 - February 2009
Manager

• Provided recommendations for the performance improvement and measurement of public infrastructure owners and operators.
• Served as project manager, assuming lead responsibility for client contact, meeting and workshop facilitation, billing, staff management, and internal budgeting and profit.
• Constructed financial models for pro-forma revenue projections, current valuations of infrastructure assets, and long-term lease arrangements.
• Assisted with the development of the firm\'s private equity infrastructure fund. This included identifying investment opportunities, authoring fund private placement memoranda, meeting with potential investors, and creating and delivering firm presentations.
• Sourced business partnerships that represented an intrinsic part of our investment strategies. This included relationships with other infrastructure investors and operators within the parking and aviation sectors.

PROMONTORY FINANCIAL GROUP
Washington, DC · June 2004 - March 2007
Senior Analyst

• Completed reviews of client anti-money laundering policies, procedures, and staffing to ensure compliance with regulatory requirements resulting from the Bank Secrecy Act, Patriot Act, and other banking law.
• Conducted interviews with senior managers and directors of financial institutions.
• Authored final reports, presentations, and other deliverables.
• Evaluated potential bank acquisition targets for clients and Promontory\'s developing private equity fund.
• Prepared official bank correspondence for clients such as responses to regulatory examinations, risk assessments, and policies and procedures.
• Formalized and managed the company\'s internship program.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• California
• Europe
• Mid-Atlantic USA
• Northeast USA

* Positions & Certifications: Former Chairman, Georgetown MSB Young Alumni Mentor Program; Interviewer, Georgetown University Alumni Admissions Program; Member, Beta Gamma Sigma (Business Honors Society); Licensed Private Pilot * Technical Skills: Financial modeling and analysis, Flash and HTML website design and authoring, database construction and maintenance (Excel, Access), information network and system administration * Languages: English (native), Spanish (Conversational), French (Basic)

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2006-2010
Bachelors of Science; Real Estate and Business and Publci Policy

• Real Estate Courses:
• Real Estate Law
• Real Estate Finance
• International Housing Comparisons (Cross listed with Real Estate and Business and Public Policy)
• Business and Public Policy Courses:
• Nations, Politics, and Markets
• Risk Analysis

JACKSON PREP
Jackson, MS · 2002 - 2006
High School

U.S. HOUSE OF REPRESENTATIVES CONGRESSIONAL PAGE SCHOOL
Washington, DC · 2004 - 2005

• Chosen to be a Congressional Page for the U.S. Capital.

EXPERIENCE

MD SASS INVESTMENT FUND
New York, NY · Summer 2009
Analyst

• Collected and analyzed data on alternative investments and distressed debt to optimize ROI.

PHILADELPHIA CITY COUNCILWOMAN B.R. BROWN
Philadelphia, PA · Feb 2009 - August 2009
Legislative Assistant

• Legislative Assistant with focus on housing, economic development and public finance.

WHITE HOUSE
Washington, D.C. · Summer 2008
Intern for the National Economic Council

• Monitored and analyzed capital markets
• Focus on developing federal policy resolution to the real estate and subprime credit crises.
• Extensive use of Bloomberg capital market analytical software.

AXA-EQUITABLE FINANCIAL SERVICES
New York, NY · Summer 2007
Assistant to the Vice-President

• Construction & Leasing department
• Assisted in the development of lease management quality control systems.

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Asia-Pacific
• California
• Canada
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Honors and Awards 1) USA TODAY All-USA High School Academic Team 2) Republican National Convention: (www.youtube.com/watch?v=I-nP45UCsXg) Youngest prime-time speaker to address the 2008 convention. 3) AXA Achievement Award National and State Winner : One of 10 national winners from among 15,000 applicants for outstanding achievement. 4) Do Something BRICK Award National Winner: For exceptional community service. Cable News Network (CNN) terms the BRICK award the "Oscars of youth community service." 5)Georgia-Pacific Angels in Action National Grand Prize Award Winner: Selected from among 17,500 nominees for extraordinary community service. Served as a grand marshal in a Disney World honor parade. 6) President George Bush Volunteer Service Award: For exemplary Congressional service, selected to join George Bush on podium at his Presidential swearing-in. Skills 1) Fluent in Excel & Word 2) Training in ARGUS real estate financial analysis. 3) Fluent in Bloomberg capital markets financial analysis.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · September 2008 - May 2012
Bachelor of Science in Economics; Anticipated Concentrations in Real Estate and Environmental Policy and Management

• Cumulative GPA: 3.86/4.00
• Dean\'s List 2008-2009

SCHREIBER HIGH SCHOOL
Port Washington, NY · September 2004 - June 2008

EXPERIENCE

IVY INSIDERS
Port Washington, NY · May - August 2009
Branch Manager

• Managed operations, sales and marketing for high school SAT preparation business
• Drove $20,000+ in revenue for new branch, ranking first among all branch managers in region
• Ranked 6th out of 220 branches nationwide, criteria included orders, revenue, profit, score improvement
• Created and executed sales and marketing plan based on competitive landscape and customer demographic assessment to increase student enrollment by 50%
• Oversaw search process for local employees to teach classes and assist with guerilla sales and marketing
• Developed familiarity with standard business tools and systems including P&L statement, QuickBase SaaS system and Basic CRM functionality.

GUREWITZ & SCHAUFELD, CPAS/ATTORNEYS AT LAW,
Port Washington, NY · June - August 2008
Legal Intern

• Prepared Consolidated Corporate financial statements of U.S. corporation with foreign subsidiaries
• Prepared corporate and individual income tax returns
• Designed Excel spreadsheets to determine average cost basis of foreign currency investments
• Assisted in drafting and analyzing contracts
• Used Quickbooks to handle accounting duties

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Northeast USA
• Northwest USA
• West Coast USA

Technical Skills: Proficient in Microsoft Word, Access, Excel and Powerpoint Hobbies: Pick Up Basketball, Electric Guitar, Running, Classic Rock

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
MBA; Real Estate and Statistics

• John A. Mayer Fellow - Merit Based Scholarship
• Director of Alumni Relations - Wharton Hispanic American MBA Association
• Member - Real Estate Club, Poker Club, Scotch Club

PRINCETON UNIVERSITY
Princeton, NJ · 2004-2008
BA; Economics

• Cum laude
• Vice President - Cuban American Undergraduate Student Association
• Member - Cap & Gown Club and Delta Kappa Epsilon (Alumni Relations Chair)
• GMAT: 770

EXPERIENCE

OLIVER WYMAN
Dallas, TX · 2008-2009
Analyst

• Performed all necessary analysis in uncovering issue of attachment of high margin items at a leading electronics retailer
• Partnered in the creation of a presentation to be rolled out chain-wide to all associates of same electronics retailer, estimated to increase profit at a rate of $10m per year
• Led work stream to reduce e-mail traffic at same electronics retailer; successful in a reduction of over 80% of unnecessary e-mails to buying organization
• Built a model to track movements of and cash flows from a fleet of lease aircraft in a litigation support case
• Conducted the analysis while performing a strategic assessment of the nuclear power market for a nuclear power insurance pool

JPMORGAN CHASE & CO
New York, NY · Summer 2007
Summer Analyst

• Completed a hierarchy reorganization in the Hyperion Essbase program for the Corporate Real Estate Finance Group
• Led contractor redefinition effort for the Corporate Real Estate Finance Group
• Used Hyperion Essbase to assist in the creation of budgets as well as forecasts of expenditures

AXA ADVISORS, LLC
Miami, FL · Summer 2006
Summer Analyst

• Used financial software such as MorningStar in the analysis of client portfolio performance
• Created a series of over 20 radio shows for use by AXA Advisors to reach more customers, aired on local broadcast radio in South Florida

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Investment Banking

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA
• Southeast USA

Fluent in Spanish ; Involved in real estate as an assistant sales associate since high school - involved in this function for 7 summers ; Conducted undergraduate research under a professor building a model to predict prices for single family homes located near new condo construction in South Florida

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
MBA; Real Estate

• Recipient of Arthur L. Foster Fellowship for leadership, professional achievement and academic excellence
• Wharton Community Consultants – working with team of 5 to develop structure and growth strategies for White-Williams Scholars Back on Track program
• Elected Cohort Community Service Chair – coordinated service projects with 3 non-profit organizations for Wharton’s 1st Annual Community Service Day
• Alumni Awards Program Director for the 36th Annual Whitney M. Young Jr. Conference
• Zell/Lurie Center - student member and conference volunteer
• Member: Real Estate, Social Impact, Entrepreneurship, Dance Studio and African American MBA clubs

CLARK ATLANTA UNIVERSITY
Atlanta, GA · 1997-2000
Bachelor of Science; Mathematics

• Graduated Magna Cum Laude, Honors Program
• Awarded PRISM-D Full Tuition Scholarship: 1 of 12 students selected for outstanding achievement in math and science

EXPERIENCE

INSURANCE SERVICES OFFICE, INC.
Jersey City, NJ · 2007-2009
Senior Actuarial Analyst

• Supervised data quality review and proposed rate changes for Commercial Inland Marine classes, bringing 15 year old pricing up to date
• Tested comprehensive Businessowners Program (BOP) pricing application, trained peers on procedure, and worked closely with 6 person cross-departmental team meeting aggressive timeline demands of corporate client

INSURANCE SERVICES OFFICE, INC.
Jersey City, NJ · 2002-2007
Actuarial Analyst I & II

• Created and implemented pricing procedure for new Financial Institutions program, successfully satisfying regulatory concerns for all states filed
• Supervised Medical Professional Liability annual rate reviews
• Led team of 5 highly skilled professionals and trained peers on procedure, data quality review, trend analysis, and loss development
• Conducted BOP territorial analysis and redefined territories by zip code to increase company reporting accuracy

INSURANCE SERVICES OFFICE, INC.
Jersey City, NJ · 2001-2002
Information Rating Assistant

• Promoted 1 year after hire compared to 2 years average as a result of demonstrated productivity, faster than average response time and high quantitative skills
• Exceeded deadlines consistently by an average of 2 days on quarterly BOP filings, creating extra time to assist other team members with their tasks
• Developed coverage pricing for newly introduced Plumbers policy

REAL ESTATE INVESTOR
· 2002-Present

• Acquired, managed and negotiated rehabilitation of a 3 bedroom home in Philadelphia, PA increasing property value by 120% in 7 months, realized profit at disposition
• Acquired and leased a single family home in Philadelphia, PA for 3 years with positive cash flow throughout ownership, realized profit at disposition
• Acquired and leased 2 bedroom condominium in Jersey City, NJ, realized profit at disposition
• Elected Board Member of Highland House Condominium Association (2005-2008), served as Liaison, significantly increasing communication and productivity between property management and board members

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA
• Southeast USA

Membership: Urban Land Institute, New Jersey Real Estate Salesperson License, Casualty Actuarial Society Exams 1-4, Current Financial Secretary of Zeta Phi Beta Sorority, Inc., Sigma Nu Zeta Chapter: female community organization dedicated to educating the public, mentoring youth, and supporting organized charities. Interests: Playing tennis, NFL football, and 1000+ piece jigsaw puzzles

EDUCATION

THE UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Fall 2008 - Spring 2010
Masters in City Planning; Public Private Development

• Certificate in Real Estate Design and Development - cooperative program with Wharton School
• Student workshop team was a finalist for the American Planning Association (APA) Pennsylvania Chapter\'s Student Project Award.
• Wharton Sports Business Club Member (2008-2009).

HAVERFORD COLLEGE
Haverford, PA · Fall 2004 - Spring 2008
B.A.; Growth and Structure of Cities

• Submatriculated in University of Pennsylvania Masters in City Planning program during senior year
• Four year member of Varsity Lacrosse team (2004-2008)
• Captain of Lacrosse team (2007/2008 season)
• Two year member of Varsity Soccer team (2006-2007)

EXPERIENCE

STRATEGIC REALTY INVESTMENTS
Devon, PA · Summer 2009
Intern

• Assisted company co-founder on a full range of residential and commercial projects.
• Helped model potential commercial investments.
• Produced presentation materials in multiple mediums.
• Took part in conceptualizing a TOD residential development plan.

POSITIVE IMPACT
Cranbury, NJ · Summer 2008
Intern

• Helped program an entertainment space for a mixed-use development in Jebel Ali, UAE.
• Was responsible for creating the final Review of Programming Options document.

EWINGCOLE
Philadelphia, PA · Summer 2007
Intern

• Assisted EwingCole Principal on the creation of a comprehensive master plan for the Mt. Airy (PA) casino/resort.

THE HAMPSHIRE COMPANIES
Morristown, NJ · Summer 2006/Winter 2007
Intern

• Worked in due diligence department of this fully integrated real estate investment firm.
• Focused primarily on retail leasing.

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Europe
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA

Board of Directors - Philadelphia Chapter of the Congress of New Urbanism (2009-2010) ..... Volunteer Assistant Coach, Haverford College Lacrosse Team (Fall 2008 - Spring 2009)

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, U.S.A. · 2009-2011
Master of Business Administration Candidate; Real Estate

• Active members of Wharton’s Real Estate Club, PE/VC Club, Greater China Club, and Dance Studio

FUDAN UNIVERSITY
Shanghai, China · 2001-2005
Bachelor of Business Administration; Management

• GPA 3.72/4.00; Received the first class scholarship for consecutive four years
• Exchange student to University of Hong Kong, major in Finance

EXPERIENCE

THE ROYAL BANK OF SCOTLAND
Hong Kong · 2007-2009
Associate - Real Estate Finance Greater China

• US$83mn pre-IPO bridge loan with call option to Changsheng Holdings Ltd.:-
• Led entire execution process including due diligence, investment committee report, negotiation and documentation
• Proposed restructuring plans and analyzed feasibility as the loan defaulted during financial market crash
• Secured 100% loan plus interests repayment by collaborating with the company to sell its entire equity stakes in a residential project to China Aoyuan Property Group in the challenging market
• Negotiated with over 20 potential investors; worked closely with the senior management to execute restructuring plans
• Understood deeply complex commercial considerations and legal issues in restructuring investment in China
• Coordinated the enhancement plan and refinancing process of a 900,000 sq.ft. shopping mall held by the company
• US$42mn pre-IPO equity investment in China New Town Development (co-investor Deutsche Bank Complex Equity Group):-
• Conducted due diligence, built financial modeling and prepared investment memo within 2 months and convinced London headquarter investment committee to approve the first equity deal in China
• US$25mn mezzanine plus RMB370mn senior loan to Morgan Stanley Real Estate Fund:-
• Structured the deal in onshore and offshore tranches to mitigate the Chinese regulation restrictions on offshore investment
• Screened deals, arranged hedging products to cover interests/currency exposure of investments, contacted CFOs of portfolio companies on regular basis, and monitored portfolio companies to obtain various local approvals
• Assisted the Head of Asia Pacific and Greater China to establish the new business and team in RBS Asia Pacific as an early team member, including preparing business strategy, setting execution standards, building infrastructure and marketing
• Other key clients and deal counterparties includes LaSalle Investment Management, Tishman Speyer China Fund, Och-Ziff Capital, J.P.Morgan Greater China Property Fund, HSBC NF Fund, Shui On Land, CRL, and Fineland Group, etc

J. P. MORGAN SECURITIES (ASIA PACIFIC)
Beijing, China · 2005-2007
Analyst - Investment Banking Division

• Provided a full spectrum of financing services to Greentown China Holdings, including a US$130mn pre-IPO convertible bond, US$20mn private placement and US$343mn HK IPO listing under challenging market condition in 2006
• Launched the US$527mn HK IPO listing for Zhong An Real Estate Company
• Coordinated restructuring of the companies that aimed at overseas listing and facilitated pre-IPO strategic investments
• Participated in the whole listing execution process, familiar with the HK listing rules and listing process
• Other deal experiences including toll road high yield, bio-energy restructuring and natural resources M&A

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management

Interested in a job/internship in:

• Asia
• Asia-Pacific

• Interests: Backpack travelling, hiking, tango, photographing, painting etc. • Internship: Boston Consulting Group, Accenture Consulting strategy team • Languages: Native speaker of Mandarin, fluent in Cantonese

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · May 2010
Candidate for Bachelor of Science in Economics; Finance and Real Estate

• Honors: Dean’s List, 2008-2009
• Teaching Assistant, Real Estate Investments with Dr. Sam Chandan
• Executive Board, Wharton Undergraduate Real Estate Club
• President (2008-2009), Founding Father, Recruitment Chairman (2007-2008), Zeta Beta Tau Fraternity
• Selected Coursework: Corporate Finance, Financial Accounting, Risk Management, Corporate Valuation, Financial Derivatives, Real Estate Investments, International Real Estate Comparisons, Real Estate Entrepreneurship, Real Estate Law

THE HOTCHKISS SCHOOL
Lakeville, CT · May 2006
High School Diploma

• Varsity Ice Hockey Goaltender
• JV Lacrosse Captain
• Cum Laude Society

EXPERIENCE

LLR PARTNERS
Philadelphia, PA · Summer 2009
Summer Analyst

• Transaction Experience: Potential $25 million investment in outsourced hospital services company
• • Examined three public competitors, focusing on medical malpractice and acquisition history; resulted in deal team’s understanding of target company’s unfunded liabilities and likely growth strategies
• • Conducted extensive industry research to determine trends and formulate organic growth rates
• • Analyzed contracts to determine “at-risk-to-competitors” contracts and customer concentration
• • Participated in diligence meetings with CEO and CFO of the company
• • Created industry presentation for the investment committee based on completed research
• Screened over 200 public companies for possible PIPE investments
• Interfaced with senior management and sell-side representatives of prospective investment opportunities

VISION FINANCIAL MARKETS, LLC
Stamford, CT · Summer 2008
Summer Intern

• Streamlined back-office mutual fund programming by automating data-mining and coordinating data entry
• Assisted in implementation of Vision’s self-clearing broker-dealer venture
• Constructed detailed database of Chicago Mercantile Exchange product listing for use by Vision traders
• Supervised account transfer from prior custodian, account data validation, and account updating

CUMMINGS BAY CAPITAL, LP
Stamford, CT · Summer 2007
Summer Analyst

• Built statistical model of returns on securities in the healthcare industry
• Identified variables which most affect quarterly market risk based on the Cummings Bay Capital valuation approach
• Researched and evaluated 27 qualitative and quantitative variables for 115 companies

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Investment Banking

Interested in a job/internship in:

• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Southeast USA

• Study Abroad: Beginning Italian in Italy, Summer 2007 • Proficient in Spanish • Interests: Ice hockey, the New York Rangers; ancient history; golf; reading; skiing; tennis

EDUCATION

HARVARD UNIVERSITY
Cambridge, MA · 9/2000-6/2004
B.A.; Social Studies

WHARTON SCHOOL OF BUSINESS
Philadelphia, PA · 9/2008-5/2010
MBA; Finance and Strategic Management

EXPERIENCE

GOLDMAN, SACHS & CO. - INVESTMENT BANKING (REAL ESTATE, LODGING AND GAMING)
New York, NY · 7/2004-7/2006
Analyst

CENTERBRIDGE PARTNERS, L.P.
New York, NY · 7/2006-7/2008
Associate

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Development

Interested in a job/internship in:

• California
• Europe
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• Southwest USA
• West Coast USA

EDUCATION

WHARTON
Philadelphia, PA · August 2008 - May 2010
MBA; Real Estate

• Co-Chair of Wharton Restructuring Conference 2010
• Marketing Manager for Wharton Restructuring Conference 2009; led marketing and design efforts for the Conference
• Co-leader of Financial Restructuring Career Trek; organized and coordinated career trek to 8 advisory firms in New York
• Elected Ethics Liaison for 65-student cohort; communicate with faculty and students regarding ethics standards for classes

CORNELL LAW SCHOOL
Ithaca, NY · August 2002 - May 2005
JD; Law

• Selected to Cornell External Moot Court Team based on an internal brief-writing and oral argument competition
• Editor for Legal Information Institute (online law journal)
• Juvenile Advocacy Clinic; counseled at-risk youth regarding assault proceedings in New York Family Court

SKIDMORE COLLEGE
Saratoga Springs, NY · September 1997 - May 2001
BA; Computer Science and Theater

• Member of Pi Mu Epsilon, National Math Honor Society; Honors in Theater, Member of Skidmore Periclean Honor Society

EXPERIENCE

TRICADIA CAPITAL
New York, NY · June 2009 - August 2009
CMBS Summer Credit Associate

• Re-underwrote and reviewed credit assumptions for $20+ billion of loans underlying CMBS bonds, including bonds successfully submitted to TALF
• Evaluated bond structures and worked closely with trading desk to price cash bonds and synthetics
• Analyzed and underwrote distressed commercial real estate opportunities

UNION BANK OF CALIFORNIA
Walnut Creek, CA · November 2006 - June 2008
Assistant Vice President

• Restructured, underwrote and managed a $250 million portfolio, net of syndications, of development loans for single family residences (SFR), office space, retail centers, warehouses and apartments; presented and defended analyses before Group’s senior credit committee
• Negotiated and underwrote commitment reductions of >10% of portfolio under UBOC initiative to reduce exposure to California market; reductions covered five borrowers, including one of Group’s top three relationships
• Restructured 30+ SFR development loan in Vacaville, CA; utilized non-traditional UBOC loan structure, including partial amortization of balance and cross-collateralization with stabilized apartments; successfully defended the restructuring before the Office of the Comptroller of the Currency
• Recommended and negotiated debt restructuring of 50+ unit townhome development in Sacramento, CA based on credit analysis; reviewed financial statements of distressed Bay Area residential developer; analyzed borrower’s business plan through use of UBOC metrics; estimated future cash flows and current values of projects
• Coordinated closing and managed member bank and UBOC analysts in underwriting an extension and commitment increase for Marcus & Millichap’s Edgewater project, a syndicated loan for a 193-unit apartment building in San Francisco

KELLEY DRYE & WARREN
New York, NY · September 2005 - November 2006
Associate

• Led team of 3 associates through due diligence process in representation of CTC Communications Group, Inc. in its merger of equals with Choice One Communications; created largest privately held competitive local exchange carrier in Northeast
• Drafted and negotiated agency agreements for Shareholder Rights, Warrant and Escrow Agreements in ongoing representation of Mellon Investor Services LLC as a rights agent, warrant agent and trustee
• Represented Access Integrated Technology’s subsidiary, Christie/AIX, Inc. in obtaining a $217 million secured credit facility

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• California
• Northeast USA
• Northwest USA
• West Coast USA

Professional: Member of the New York State Bar since 2006; Interests: Karaoke; golf; surfing; snowboarding; “Green” U.S. travel: drove 2,000 miles in a car fueled by vegetable oil

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia · Sept 2008 to May 2010
Masters of City Planning; Property Development

• Participating in the Real Estate Design and Development certificate through Wharton to gain further knowledge in the practices of developers.

CORNELL UNIVERSITY
Ithaca, NY · Sept 2004 to May 2008
B.S. in Urban Studies; Urban Studies/ City Planning

• Undergraduate thesis focused on the aftermath of the Olympic process and how the infrastructure built for the events is used in the city and incorporated into the fabric of the metropolitan area.

EXPERIENCE

TRUMP ORGANIZATION
New York, New York · Summer 2009
Intern in Design and Development

• Created analysis reports on current and potential future real estate assets for the organization. Presented final comprehensive report of current company projects to upper-level management. Assisted Project Managers in design decisions and preparations for remodeling of Trump International Hotel and Tower in New York City.

LOCAL INITIATIVE SUPPORT CORPORATION
New York, New York · Summer 2007
Intern for the Community Safety Department

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Advisory/Consulting
• Design
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA

EDUCATION

UNIVERSITY OF PENNSYLVANIA - WHARTON SCHOOL
Philadelphia, PA · Sept. 2005 - December 2009
Bachelors in Economics; Real Estate

• Real Estate Courses Taken:
• Real Estate Investments
• Real Estate Law
• Urban Public Policy and Development
• Urban Real Estate Economics

EXPERIENCE

PENNSYLVANIA REAL ESTATE INVESTMENT TRUST
Philadelphia, PA · Oct. 2007-May 2008, June 2009-August 2009
Leasing Intern

• • Created detailed database of top 50 tenants including lease terms and renewal
• • Worked on creating new profile of potential anchor tenants for current economy, along with proper analysis
• • Helped to identify new opportunities within our portfolio for potential tenants through analyzing sales data, tenants needs, and PREIT’s needs.
• • Supported leasing staff in tenant meetings
• • Assisted leasing staff in preparing for ICSC conventions

REAL ESTATE DEPARTMENT - THE WHARTON SCHOOL
Philadelphia, PA · June 2007-May 2009
Research Assistant

• • Extensive review of literature in academic journals for interpretation
• • Compile data from numerous locations for statistical interpretation
• • Edit research papers for submission to academic journals

85 BROADS
Greenwich, CT · May/June 2006
Summer Intern

• • Organized summer programs for college women
• • Promoted 85 Broads book
• • Helped redesign website

INTERSTATE COMMERCIAL REAL ESTATE
Mt. Laurel, NJ · Summers 04/05/06
Summer Intern

• • Assisted partners in search for new sites for retail clients such as Commerce Bank, CVS Drug stores
• • Compiled property packages for clients
• • Began initial contact with owners of potential properties
• • Assisted accounting and property management departments

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• California
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Southeast USA
• West Coast USA

Leadership, Activities and Interests 85 Broads, President (Fall 2005-Spring 09) Penn Ski Team, Treasurer (Fall 2005-Spring 09) Pennsylvania Real Estate License (Currently Working Towards Completion)

EDUCATION

THE SCHOOL OF DESIGN, UNIVERSITY OF PENNSYLVANIA
Philadelphia · 2007-2010
Master of City Planning; Public & Private Development

• Former President of CSSAP (Chinese Students and Scholars Association at Penn)
• Member of PennDesign Real Estate Club

TSINGHUA UNIVERSITY
Beijing · 2002-2007
Becholar of Architecture

• English minor
• Scholarship of Tsinghua University for Excellent Academic Performance
• Distinguished Person of the Student Council System

EXPERIENCE

CHINA OVERSEAS PROPERTY GROUP
Shenzhen, China · Nov. 2008-May. 2009
Marketing Specialist

• Member of a 7-person team supporting Planning & Marketing Decision-Making Committee for market analysis, sales management, and brand management;
• Marketing management of subsidiaries in Northern and Western China, cities of Beijing, Tianjin, Ji\'nan, Xi\'an, Chongqing; work include positioning, pricing, promotion strategy planning;
• Assisted in reducing market expenditure, saving at 75%;
• Assisted in companies\' first open ceremonies in cities of Ji\'nan and Tsingtao.

CHINA OVERSEAS PROPERTY GROUP
Shenzhen, China · May 2008-Nov. 2008
Architect Specialist

• Member of a 10-person team supporting Planning & Design Decision-Making Committee for economic and technical analysis of mater plans over 60 projects undertaken nationally;
• Design management of subsidiaries in Eastern China, cities of Hangzhou, Ningbo, and Nanjing; Design fee management;
• Lead report on cost analysis of exterior doors & windows and carry out implementation resulting a RMB 150-200 mn cut on cost;

PEDDLE THORP (MELBOURNE) ARCHITECT
Shenzhen, China · May 2006-July 2006
Assistant Architect, Intern

• Design and economic development of luxury apartments for CITIC in Shenzhen and Beijing

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Acquisitions
• Advisory/Consulting
• Design
• Development
• Investment Banking

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Europe
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA
• China

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
MBA; Real Estate, Finance

• Teaching Assistant for Financial Accounting and Macroeconomic classes.
• Elected Ethics Committee Liaison; member of Finance, Real Estate, Restructuring, Energy, and Rowing clubs.
• Wharton Real Estate Competition Finalist and UNC Real Estate Competition.

WILLIAM MITCHELL COLLEGE OF LAW
St. Paul, MN · 1999-2001
JD; Law

• Recipient of Dean’s Scholarship, awarded at the discretion of the Admissions Committee for academic achievement.

UNIVERSITY OF MINNESOTA
Minneapolis, MN · 1995-1999
BA Summa Cum Laude; Political Science

• Dean’s List/CLA Scholar; Member of Golden Key and Mortar Board Honors Societies through invitation.
• Member of Pre-Law/Mock Trial Association.

EXPERIENCE

LAZARD MIDDLE MARKET LLC, A SUBSIDIARY OF LAZARD LTD.
Minneapolis, MN · Summer 2009
Summer Associate

• Conducted extensive research and evaluated strategic alternatives for potential M&A transactions, indentified acquisition targets and divestitures, highlighted findings and presented pitch book to technology group senior management.
• Modeled DCF, accretion/dilution, LBO and comparable transactions as part of $50 million sell-side technology transaction. Participated in due diligence process, created board and management presentations, and held meetings with company management.
• Constructed a liquidation preference analysis model detailing different exit scenarios for Series A-D stockholders.
• Led development of pitch materials and client presentations focusing on acquisition ideas, strategic alternatives, and financing options for two $500 million industrial companies.

COMPLIANCE, INC.
Washington, DC · 2006-2008
Senior Project Manager/Business Development

• Analyzed potential strategic partnerships, operational investment and vertical integration initiatives, and potential acquisitions. Developed financial and valuation models, conducted industry research, and provided business development recommendations to Senior Management.
• Managed a team of over 100 attorneys in $27 billion Delta-Northwest merger - analyzing corporate financials, industry research reports, valuation models, and business strategy documents.
• Represented Midwest Airlines in its sale for $450 million to TPG Capital and Northwest Airlines.

FAEGRE & BENSON, LLP
Minneapolis, MN · 2005-2006
Document Analysis Manager/ e-Discovery Consultant

• Hired to systemize and develop M&A/Litigation review process. Created Document Analysis group designed to manage M&A/Litigation document review process.
• Proposed and implemented best practices for Capital One. Improved quality and reduced costs by approximately 30% resulting in long-term client relationship.
• Evaluated a potential data collection initiative, presented results to firm management, and implemented new methodology.
• Provided e-Discovery technology analysis, consulting, and training to senior management and clients.

INTERIOR TRIM TECHNOLOGY, INC.
Minneapolis, MN · 1997-2005
Owner and CEO

• Founded an approximately $1.0 million residential interior/exterior framing Construction Company, building homes and condominiums in the Minneapolis and Milwaukee metropolitan areas. Sourced, analyzed, and managed purchase and development of several commercial investment properties totaling more than $3 million in value.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Design
• Development
• Investment Banking
• Real Estate Law

Interested in a job/internship in:

• Asia
• Asia-Pacific
• Europe
• Mid-Atlantic USA
• Northeast USA
• Southeast USA

Interests: Rowing, karate, snowboarding, surfing, mountain biking. Language: Conversational French, Beginner Mandarin. Volunteer: Crime Victim’s Office; KaBOOM Playground Build. Professional Certifications: Member of the Minnesota State Bar (2003-Present); Certified Project Manager.

EDUCATION

THE WHARTON SCHOOL - UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2006-2010
BSc in Economics; Finance & Real Estate

• Candidate for Bachelor of Science in Economics with concentrations in Finance and Real Estate
• GPA: 3.2/4.0 SAT: M: 720 V: 740
• Relevant Coursework: Corporate Finance, Advanced Corporate Finance, International Financial Markets, Real Estate Finance, Real Estate Law, Urban Real Estate Economics, Real Estate Entrepreneurship, International Real Estate Comparisons
• Awards: Pension Real Estate Association (PREA) Scholarship; Zell-Lurie Center’s Herbert Z. Gold Scholarship
• Study Abroad: University of St. Andrews – St. Andrews Scotland

EXPERIENCE

ATRIUM EUROPEAN REAL ESTATE
Amsterdam, The Netherlands · May 2009 - August 2009
Finance / Development Summer Intern

• Atrium European Real Estate is a leading developer, owner, and manager of shopping centers in Central and Eastern Europe with a portfolio of nearly 12 million square feet of retail in 152 properties throughout 8 countries
• Identified and analyzed distressed assets and competing firms, presenting findings to the executive board for potential acquisition by the firm
• Developed a standardized rent roll system in conjunction with the VP Operations and COO that was implemented in all properties across all countries that will allow for more operational transparency at the group level and aid in the internalization of quarterly valuations, potentially saving the firm nearly €400,000 annually in valuation fees

LINNEMAN ASSOCIATES
Philadelphia, PA · May 2008 - Present
Research Associate

• Linneman Associates publishes The Linneman Letter, a research journal for the commercial real estate industry
• Authored articles in conjunction with Dr. Peter Linneman of the Wharton School on topics including the state of CMBS, a comparison of the Case-Shiller© and OFHEO (now FHFA) valuation methodologies, and a comparison of the 2008 recession with the Great Depression
• Prepared 5-year employment projections for 52 MSAs using BLS data and a proprietary ARIMA regression

DRUCKER & FALK LLC
Newport News, VA · May 2007 - August 2007
Management Intern

• Drucker and Falk specializes in the leasing and management of commercial properties within the Southeastern U.S.
• Assisted with the marketing and launch of the firm’s latest 140-unit multifamily property in Hampton, VA
• Served as a leasing agent for the property, initiating roughly $94,000 in new leases over the course of two months
• Performed market research on the Hampton Roads multifamily space by identifying and shopping established competitors as well as attending local planning commission meetings to identify new pipeline competition

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• California
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA
• I am geographically flexible.

LEADERSHIP EXPERIENCE Alpha Phi Omega Community Service Fraternity – Vice-President of Membership (2008) and Sergeant at Arms (2007) Pi Kappa Alpha Fraternity – Community Service Chair Wharton Undergraduate Real Estate Club ADDITIONAL INFORMATION Technical Skills - Proficient with Microsoft Office (Word, Excel, PowerPoint, etc), SAS, Bloomberg, Argus Developer Interests – Skiing, tennis, squash, golf, hiking, SCUBA diving, reading, driving, traveling, coin-collecting

EDUCATION

UC BERKELEY
Berkeley, CA · Graduated in 2005
BA; Political Science

THE WHARTON SCHOOL
Philadelphia · Class of 2010
MBA; Finance & Real Estate

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Africa
• Asia
• Asia-Pacific
• California
• Canada
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · Aug 2009 - May 2011
MBA; Real Estate and Public Policy

• Howard E. Mitchell Fellow: Full tuition scholarship granted to 1% of class for outstanding leadership, professional, and academic performance; GMAT: 710
• Member of Real Estate, Investment Management and Entrepreneurship Clubs, and African American MBA Association
• Elected Cohort A Career Representative

NORTH CAROLINA STATE UNIVERSITY
Raleigh, NC · Aug 1999 - May 2005
Bachelor of Science; Computer Science

• Founder/President - Young Black Entrepreneurs, SAS Institute Scholar (3 yrs), Resident Advisor (4 yrs), Certified Diversity Trainer

EXPERIENCE

COMMUNITY MANAGEMENT CORPORATION
Raleigh, NC · Nov 2008 - Jun 2009
Site Manager

• Managed a 48-unit Low Income Housing Tax Credit (LIHTC) multifamily complex, including facilities staff, $342K budget, marketing, and service offerings
• Implemented facility upgrades and marketing based on consumer feedback; achieved 17% vacancy reduction in 3 months
• Applied facility policies and procedures to ensure compliance for owners and investors; saved $720K in potential losses

SUCCESS REALTY
Raleigh, NC · Oct 2007 - Jun 2009
Real Estate Consultant

• Secured strategic relationships with Community Development Corporations and local developers providing access to highly appreciating (10-17% above area average) downtown properties; offered opportunities to low to moderate income buyers
• Developed enhanced lead and conversion tracking model; eliminated $6,700 in wasteful marketing spending; Tool became focal point of weekly team meetings.
• Implemented marketing strategy via social networking sites and community organizations; increased seminar attendance by 40%
• Conducted home buying, home repair, and investing seminars to develop a pipeline of potential clients and educate those prospective clients in industry best practices

KELLER WILLIAMS REALTY
Raleigh, NC · May 2006 - Sep 2007
Real Estate Broker

• Performed Microsoft Excel valuations based on market conditions, market trends, and analysis of comparable sales data
• Negotiated price reductions, seller concessions, and financing; consistently saved clients 8-10% ($13-16K) of market value
• Participated in intensive training program that emphasized economic modeling and systematic lead generation strategies to forecast potential revenue

IBM
RTP, NC · Jan 2004 - Apr 2006
Local Area Network Support Intern

• Performed needs assessment and product fulfillment for wireless delivery implementation and troubleshooting for 15 IBM sites (nearly 10,000 users) in the Raleigh-Durham area
• Implemented new service delivery strategy that reduced incident reporting caused by inefficient resolution of port security requests from 4 per week to 2 per month (87.5% decrease)
• Created switch troubleshooting guide which increased the efficiency of problem determination and resolution

ACCENTURE CONSULTING
Richmond, VA · Summer 2004
Business Command Center Intern

• Interfaced with team to coordinate backend data conversion for the largest retail brokerage merger in history (Wachovia Securities/Prudential) which combined 5.9 million user accounts and $537 billion in client assets
• Led Incident Review meetings which orchestrated incident tracking, analysis, and resolution with Wachovia Securities/Prudential operations’ liaisons, IT specialists, and downstream partners
• Coordinated the reporting process which distributed test reports to BETA testing teams

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Africa
• Mid-Atlantic USA
• Northeast USA
• Southeast USA

Personal Investments: - 3003 River Commons Way – Acquired (Nov 2008) and managed rehab for foreclosed 4 bd/3.5 ba single family residence. Negotiated acquisition and rehab costs resulting in 23.1% savings from original sales (Dec 2006) price. Secured tenant prior to close and currently leased with positive cash flow - 4104 Standing Rock Way – As an undergraduate, acquired (Aug 2003), managed, and leased 3 bd/2.5 ba townhome. Achieved positive cash flow in 4 of 5 years managed. Disposed (Oct 2008) at cost after market downturn Memberships: Licensed NC Real Estate Broker Urban Land Institute African American Real Estate Professionals of NC (Elected: Executive Board) Management Leadership for Tomorrow (Appointed: Social Chair) Interests: Teaching my nephew basketball, mentoring, cooking, boxing, playing poker, studying Hinduism and learning Hindi (my fiancée is Hindu)

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Development

Interested in a job/internship in:

• Northeast USA

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009 - 2011
MBA; Finance

• Elected Cohort Alumni Representative, Wharton Restructuring and Turnaround Conference 2010 – Venue Manager
• Member of Real Estate, Finance, Private Equity & Venture Capital, Volunteer Admissions Committee, and Wharton Wildmen Ice Hockey Clubs

CORNELL UNIVERSITY
Ithaca, NY · 1999 - 2003
Bachelor of Arts; Economics

• Dean’s List, Red Carpet Society
• Teaching Assistant in Corporate Finance for three semesters, Zeta Beta Tau Executive Board

EXPERIENCE

FIRST DARTMOUTH ADVISORS LLC
White Plains, NY · 2009
Vice President

• Provided workout and distressed debt consulting services to owners and operators of commercial real estate. Negotiated loan modifications or discounted note purchases for 9 transactions totaling $72 million.
• Developed proprietary distressed asset financial models and restructuring proposals. Sourced new business nationwide.
• Performed cash flow analyses and valuation models, analyzed real estate assets and securitized bond issues, negotiated with banks and special servicers, and managed the workout process on behalf of borrowers and distressed debt investors.

LEHMAN BROTHERS
New York, NY · 2005 - 2008
Associate

• Originated over $575 million of senior and mezzanine commercial real estate loans as the group’s youngest producer from mid-2006 through 2007. Completed deals in 34 states and the District of Columbia on property types including retail, office, multifamily, mixed-use, industrial, hospitality, and self-storage. 2007 production exceeded $420 million.
• Key transactions included The Watergate in Washington DC, a $132 million deal named Finance Transaction of the Year in 2007 by GWCAR, and large deals for elite sponsors such as JEMB Realty, McCann Realty Partners, Silver Companies, JDH Capital, and Berkshire Property Advisors.
• Developed and supervised underwriting including Excel cash flow and pro-forma models, Argus models, and cash flow stress tests. Led committee presentations. Analyzed underlying assumptions of all transactions.
• Negotiated loan documents and all transaction terms including loan amounts, pricing, deal structures, and borrower/ lender rights.
• Managed a team of two vice presidents and two analysts. Maintained a demanding travel schedule to meet weekly with clients across the US to discuss deal strategy and execution.

LEHMAN BROTHERS
New York, NY · 2002 - 2005
Analyst / Summer Analyst

• Underwrote over $1 billion of senior and mezzanine commercial real estate loans and loan portfolios. Performed cash flow modeling, full due diligence underwriting, property and market inspections, and coordination of third party, legal and closing processes. Participated in the loan sale and rating agency processes.
• Completed Lehman Brothers’ Capital Markets START Analyst Program as a member of the Fixed Income Division. Gained broad exposure to banking and trading products.

THE FEDERAL RESERVE BANK
Richmond, VA · Summer 2001
Research Assistant

• Developed a proprietary database of over 60 current and historical US economic variables that became part of the Bank’s existing website. This database is now updated annually and is a main public website component.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Licenses and Affiliations: FINRA Series 7 and 63 Licensed, Member ICSC Positions: The Maggie L. Walker Governor’s School Foundation Board Member and Alumni Committee Co-Chair Interests: Golfing, skiing, mountain biking and backpacking in Olympic National Park, Mt. St. Helens, the Rockies and the Adirondacks, international travel to Europe and the Mediterranean, collecting southwestern Native American art and pottery

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008 - 2010
MBA; Finance and Real Estate

• Southeast Asia Global Immersion Program - Visited companies and political leaders in four different countries.
• Director of Speaker Series, Private Equity; House Manager for Rebuild Philadelphia; Wharton Community Consultant.
• Member of Wharton\'s Real Estate, Private Equity, Finance, Wine, Golf, and Boxing Clubs.

TEXAS A&M
College Station, TX · 1997 - 2001
BBA; Finance

EXPERIENCE

AKEIDA CAPITAL
New York, NY · August 2009
Summer Associate

• Participated in the assessment and due diligence of two distressed biomass power plant investments.
• Revised the evaluation policy for the project loan portfolio.

THE CAPSTREET GROUP
Houston, TX · June - July 2009
Summer Associate

• Conducted strategic and industry due diligence to support private equity investment opportunities for a beverage logistics and infrastructure services firm as well as participated in on-site meetings with management.
• Authored white page industry reports on power generation and infrastructure and presented my investment thesis to the deal committee.

AIG INVESTMENTS
Houston, TX · 2005 - 2008
Senior Investment Analyst

• Analyzed more than 50 domestic and international private placement investments worth $11 billion. Invested $1.1 billion in 20 transactions. Two person deal team, in which I assumed a significant portion of the responsibilities.
• „ Coordinated the investment process, including meetings with investment bankers and company management, legal review, investment committee approval, due diligence, and investment pricing by AIG traders.
• „ Prepared investment recommendation memorandums and presented them to AIG¡¦s investment committee.
• „ Negotiated note purchase agreements with legal counsel, which incorporated analysis of affirmative and negative covenants, legal definitions, payment terms, and events of default.
• „ Performed on-site due diligence, including facility visits, conversations with employees, and meetings with management.
• Managed a $1.1 billion portfolio comprised of domestic and international private placement fixed income securities.
• „ Executed written analysis for each investment annually and recommended buy, sell, and hold positions.
• „ Handled prepayment and amendment requests for portfolio holdings.
• Analyzed primary and secondary transactions to determine credit worthiness of borrowers through analysis of company fundamentals, strategic initiatives, financial performance, and industry dynamics.
• Constructed financial models with detailed ratio analysis to be used in the evaluation process.

MORGAN KEEGAN
Houston, TX · 2004 - 2005
Associate Analyst

• Advised institutional buy-side clients on industry fundamentals and investment recommendations.
• Created and maintained models for earnings forecasting, valuation, financial analysis, and industry statistics.
• Authored industry and company specific articles such as daily and weekly research reports and First Call notes.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia · 2010
Graduate; Master of Urban Spatial Analysis

MIMAR SINAN UNIVERSITY OF FINE ARTS
Istanbul · 2008
Graduate+Undergraduate; City and Regional Planning

UNIVERSITAT DI GENOVA
Italy · 2007
Exchange Certificate Program; Urban Design

EXPERIENCE

5+1 AA AGENIZA DI ARCHITECTTURA
Rome Italy · 2007
Urban Design

AB REAL ESTATE INVESTMENT AND DEELOPMENT COMPONY
Istanbul · 2008-2009
Urban Development Specialist

TC MALTEPE UNIVERSITY
Istanbul · 2009
Teaching Assitant

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Advisory/Consulting
• Design
• Development

Interested in a job/internship in:

• California
• Canada
• Europe
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008 - 2010
Master of Business Administration; Real Estate and Finance

• GMAT: 750, 98th percentile.
• Active member of Wharton Real Estate Club. Expected participant in club’s 2009-2010 curriculum and events, including Zell-Lurie Fall Meeting and seminars in Real Estate Finance, Development, and Argus training.
• Wharton Rugby Football Club: elected Vice-President, voted MVP for 2008-2009 season.
• Wharton Investment Management: Assistant Fund Fellow, research analyst.
• Other club involvement includes Pets At Wharton, Tennis, Basketball, and Wine Clubs.

UNIVERSITY OF SOUTHERN CALIFORNIA
Los Angeles, CA · 2002 - 2003
Master of Accounting

• Leventhal Scholarship: one of five recipients awarded for academics and leadership.
• Elected student association representative, Honor Council, Challenge 4 Charity fundraisers, Dean’s List.

OCCIDENTAL COLLEGE
Los Angeles, CA · 1998 - 2000
Bachelor of Arts; History

• Varsity football, rugby, Alpha Tau Omega fraternity. Senior thesis on the Lewis and Clark Expedition.

EXPERIENCE

PACIFIC COAST CAPITAL PARTNERS / PCCP LLC
San Francisco, CA · 2009
Summer Associate, Real Estate Private Equity

• Constructed pro forma models using Argus and excel and used various return and cash flow yield analysis to underwrite $300mm of office, hotel, retail, multi-family, industrial and land equity and debt opportunities.
• Performed market research and prepared investment memoranda for weekly pipeline and committee meetings.
• Sourced and evaluated a 240,000 square foot off-market office opportunity in downtown Phoenix.
• Analyzed real estate assets of bankrupt and distressed firms, including portfolios of Opus West, GGP, and CIT.
• Created a template and process which reduced monthly debt and equity investment reporting process by 50%.

PERSONAL REAL ESTATE INVESTMENTS
· 2004 - 2009

• Currently own and manage a portfolio of six investment properties located in MA, WA, CA and PA.
• Successfully built and sold a luxury home in Victor, ID in 2007. Return on equity of 50% over six months.
• Bought, improved and sold an investment property in Manteca, CA. Return on equity of 500% from 2004-06.
• Sourced, analyzed and declined a 168-unit multi-family opportunity in Rock Springs, WY and a 20-acre land purchase in Victor, ID.

SKIRITAI CAPITAL LLC
San Francisco, CA · 2004 - 2008
Associate, Long / Short Equity Hedge Fund

• Worked directly for a Portfolio Manager as part of a five-person small cap value fund.
• Developed company financial models. Performed comparable company research and analysis. Created models to generate and track potential long and short ideas.
• Evaluated investments and wrote recommendation reports for PM.
• Conducted intensive industry and company due diligence calls with key customers, suppliers and analysts.
• Led calls and meetings with management teams of existing and prospective portfolio companies.
• Led hiring process and trained junior analysts in all aspects of operations and investment process.

LEHMAN BROTHERS INC.
Menlo Park, CA · 2003 - 2004
Financial Analyst, Investment Banking

• Performed detailed valuation analyses of private and public companies including comparable company, precedent transaction, discounted cash flows, and accretion / dilution analyses.
• Participated in various aspects of M&A transactions including financial modeling, conducting due diligence on acquiring and target companies and determining bid and sale prices.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking
• Development

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• West Coast USA

Interests: Investing, US History, reading, basketball, golf, 80’s music. Other: ULI. Occidental Alumni Association, former co-chair of Bay Area Region. Oxy Olde Boys Rugby.

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · September 2006 - May 2010
Bachelors in Science and Economics; Finance & Real Estate

NORTH SHORE HEBREW ACADEMY HIGH SCHOOL
Great Neck, NY
High School Diploma

EXPERIENCE

CREDIT SUISSE
New York, N.Y. · Summer 2009
Equity Sales and Trading Analyst

• • Created automated statements to calculate interest payments, principal payments, and amendments to the NPA that would be sent out to individual Fund of Funds
• • Delivered five presentations and trade recommendations to senior level executives on various industries, companies, and market trends. Successfully defended trade ideas through intense Q&A
• • Created Delta One Handbook to help educate new and existing clients on ETF’s, swaps, and futures

WESLEY CAPITAL MANAGEMENT
New York, N.Y. · Summer 2008
Real Estate Analyst

• • Developed macro-economic forecasting models to analyze market trends and future sector performance in localized real estate markets
• • Produced multiple-based valuation models for a portfolio of real estate companies. Capitalization rate multiples were used to compare performance which resulted in investment decisions within the Fund
• • Performed statistical analysis on individual loans, in order to predict the affect of loan defaults within the CMBX and ABX indices

WACHOVIA SECURITIES
New York, N.Y. · Summer 2007
Analyst in Commercial Real Estate CDO Group

• • Published internal reports used to summarize loan portfolios for commercial real estate companies
• • Performed loan-level analysis on specific property types and aggregated data in order to derive general market trends
• • Created pitch books and other educational material used externally to promote CDO offerings to new investors
• • Maintained relationships with clients and CDO issuers to get research materials used for forecasting various risk metrics

H.J. DEVELOPMENT
New York, N.Y. · Summer 2006
Summer Intern

• • Involved in construction management and solicitation of bids from different vendors for materials and labor
• • Shadowed project owner/developer on daily basis to learn what was required to plan and complete a development site

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Development
• Investment Banking

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Central/South America
• Europe
• Northeast USA
• West Coast USA

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Sept. 2006 - May 2010
Bachelor of Arts in Economics

• Minor in Urban Real Estate & Development - Wharton School
• Relevant Coursework (*Current): *Introduction to Property Development, Urban Real Estate Economics, Urban Fiscal Policy, Real Estate Investments, Real Estate Law, Corporate Finance, Financial Accounting
• Student Member, School of Arts & Sciences Curriculum Committee (Sept. 2009 - May 2010)
• Co-Chair, The College of Arts & Sciences Dean’s Advisory Board (Sept. 2008 - May 2009)
• Credit Manager, The Daily Pennsylvanian (Jan.-Dec. 2007)

MILTON ACADEMY
Milton, MA · Sept. 2002 - June 2006
High School Diploma

• Editor in Chief of The Milton Measure (biweekly student newspaper)

EXPERIENCE

KEEFE, BRUYETTE & WOODS
New York, NY · Summer 2009
Equity Research Summer Intern, Real Estate Investment Trusts (REITs)

• Built complex earnings model on a leading REIT.
• Updated financial models for regularly covered REITs and other publicly-traded real estate companies.
• Assisted with research notes and reports on REITs and the broader real estate industry.

SAMUELS & ASSOCIATES
Boston, MA · Summer 2008
Intern

• Analyzed existing tenant deal structures to facilitate win-win agreements between selected underperforming tenants and Landlord/Owner; worked directly with attorneys to draft lease amendments.
• Developed complex comparison matrix presenting predevelopment and pro-forma budgets for large urban mixed-use and suburban retail development projects.
• Created competitive retailer alignment maps for Greater Boston area covering several retail categories for use as visual tool for meetings with prospective tenants.
• Worked at Boston regional ICSC trade show; coordinated set up of trade booth and fielded project questions from prospective tenants and show attendees.

SAMUELS & ASSOCIATES
Boston, MA · Summer 2007
Intern

• Researched local competitive market and initialized contact with potential clients.
• Created sophisticated Excel model to improve company-wide contact management system.
• Assisted in creation of a market research template for due diligence.
• Performed extensive market research analyses for urban and suburban sites.

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Mid-West USA
• Northeast USA

Member, International Council of Shopping Centers (ICSC); Member, Urban Land Institute (ULI) | Computer Skills: Proficient in Microsoft Office, Bloomberg, SNL Financial, Stata, ARGUS

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
Master of Business Administration Candidate; Major in Real Estate

• Co-Vice President of Sustainable Real Estate, Wharton Real Estate Club; volunteer at Zell Lurie Real Estate Center.
• Member of Entrepreneurship, Finance and Wharton Social Impact clubs.
• Recipient of Barrow Fellowship for outstanding academic and professional accomplishments.

STANFORD UNIVERSITY
Stanford, CA · 2001-2005
B.A. with Honors; Major in Political Science, Minor in Urban Studies

• Researcher for Federalism, Fiscal Authority, and Centralization in Latin America, Alberto Diaz-Cayeros, 2006.
• Completed honors thesis on civil society influence in a non-democratic state; interviewed over 35 NGO leaders and government officials across Russia in 2004.

EXPERIENCE

NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION
New York, NY · 2006-2009
Project Manager in Transaction Services (2007-2009), NYCEDC Fellow (2006-2007)

• One of four selected from 300 applicants for a rotational project management program. Promoted to Project Manager in Transaction Services group within year and a half.
• Real estate experience:
• Analyzed developer proposals and drafted term sheet for conversion of historic 400,000 sf Midtown hospital into hotel and conference center. Participated in negotiations with developer short-list.
• Built discounted cash flow model to analyze development scenarios and advise the city’s Hospitals Corporation on best use for 130,000 sf East Harlem lot.
• Managed redevelopment of Harlem site slated for affordable housing, retail and cultural uses. Analyzed financial feasibility of program, managed selection of cultural-use tenants, wrote request for development proposals (to be released in 2009).
• Financing experience:
• Closed three triple tax-exempt bond issuances, totaling over $27mm. Coordinated urban planner and attorney teams, obtained board of directors approval. All projects under construction.
• Quantified public subsidy need for proposed power plant for successful negotiation with developer.
• Managed $1.2mm revolving loan fund with one employee under my supervision.

GOVERNORS ISLAND PRESERVATION AND EDUCATION CORPORATION
New York, NY · 2005-2009
New York City Urban Fellow

• Prepared GIPEC’s multi-million long-term capital budget, presented to city and state officials.
• Managed sustainability taskforce of city and state officials, developed GIPEC’s environmental sustainability program.
• Managed selection of master planning and development advisory consultant teams and worked on preparation of an island-wide redevelopment request for proposals.

WORLD BANK INSTITUTE
Washington, DC · 2004-2005
Consultant (2004-2005), Intern (2004), Urban and City Management Program

• Developed content for five distance-learning courses in natural disaster risk management.
• Recruited participants and presented course content to international professionals at a training in Moscow, Russia.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Design
• Development

Interested in a job/internship in:

• California
• Central/South America
• Europe
• Mid-Atlantic USA
• Northeast USA

Interests: Real estate entrepreneurship, finding quality American cheese producers, reading political fiction. Positions: Member of Urban Land Institute. Languages: Native speaker of Russian, proficient in Spanish.

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Masters; City and Regional Planning

• Concentration in Real Estate Finance and Development.
• Activities:
• Real Estate Club (Vice President of Communications)
• Departmental Newsletter “The Link” (Senior Editor)
• Penn Design Student Council (Intramural Sports Commissioner)

UNIVERSITY OF NOTRE DAME
Notre Dame, IN · 2004-2008
Bachelor of Arts; History

• Minor in Journalism, Ethics, and Democracy

UNIVERSITY OF BALAMAND
Tripoli, Lebanon · Summer 2006
Summer Student

• Studied history, culture and language of the Middle East.
• Program ended by war while traveling to Syria.

EXPERIENCE

RICK SNYDER FOR GOVERNOR
Ann Arbor, MI · Oct. 2008 - Present
Policy Analyst

• Research on urban policy topics for Michigan gubernatorial campaign

TRANSPORTATION RESOURCE ASSOCIATES
Philadelphia, PA · May - August 2009
Intern

• Consulted on safety and operations for transit agencies, including SEPTA, Pittsburgh Port Authority, and DC Metro.
• Performed safety audits on SEPTA rail transit.

JUSTIN AMASH FOR STATE HOUSE
Kentwood, MI · June-August 2008
Deputy Campaign Manager

• Helped run successful campaign for state House of Representatives.
• Candidate beat four others, including wife of incumbent.

THE OBSERVER
Notre Dame, IN · Sept. 2004 - March 2008
Sports Editor (and other titles)

• Daily newspaper with on-campus circulation of 8,000 and online readership of up to 14,000.
• Worked 20-25 hours per week during the school year managing sports department, including assigning beats and stories, training young writers, and dealing with the University’s Athletic Department.
• Appeared on live national television to discuss Notre Dame sports.

SOUTH BEND TRIBUNE
South Bend, IN · January - May 2007
Sports Intern

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Canada
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA

Computer skills: Proficient in Word, Excel, Powerpoint, InDesign, Illustrator, and Quark. Experience with ArcGIS, Photoshop, SketchUp, and VISUM

EDUCATION

THE WHARTON SCHOOL, UNIV. OF PENNSYLVANIA
Philadelphia · 2008-2010
Master of Business Administration; Real Estate and Finance

• Vice President of Finance, Wharton Real Estate Club; Finalist, Wharton Real Estate Competition 2009
• Active member of Real Estate, Private Equity, Restructuring, Investment Mgmt, Finance, Veteran and Men¡¯s Rugby Clubs
• GMAT Score: 760 (99th percentile)

SEOUL NATIONAL UNIVERSITY
Seoul, Korea · 1995-1999
Bachelor of Business Administration; Finance and Accounting

• Vice President, Finance Case Club; researched DCF methodologies for the publication of a textbook, ¡°Value Investment¡±
• President, Taekwondo Club; 1st place out of 15 university teams in the 1999 National Taekwondo Competition

EXPERIENCE

CLEARWATER CAPITAL PARTNERS
Seoul, Korea · 2009
Summer Associate

• Analyzed six potential investments in semiconductor, consumer products, shipbuilding and other industries utilizing various structures; successfully executed the investment of $50M in a semiconductor company
• Constructed financial models to forecast market and growth of target company, conducted operational due diligence and valuation analysis, and interacted with management teams of investment companies

BOOZ & COMPANY
Seoul, Korea · 2009
Summer Associate

• Led a four-member team on a strategic consulting project for a $1B real estate development project totaling 18M sq. ft. in Seoul for a global real estate firm
• Created over thirty innovative vision-plans for the development of a global theme-park and designed a business portfolio of over 200 tenants

PRICEWATERHOUSECOOPERS
Seoul, Korea · 2004-2008
Senior Associate

• Designed real estate due diligence and valuation analysis on $5B portfolio of one of the largest domestic banks in Korea; successfully executed a $40B asset merger transaction involving a global commercial bank and a domestic bank
• Advised a leading real estate company in developing a $200M golf resort in Korea; created financial models for investment and construction lending; conducted due diligence and market analysis; assisted in launching the resort project
• Conducted valuations, hold-sell analyses, cash flow forecasting, and leasing projections for $500M real estate portfolio; reviewed financial analyses with management to develop asset management and disposition strategies

PRICEWATERHOUSCOOPERS
Seoul, Korea · 2000-2001
Associate

• Constructed a model for the distressed asset sale by a $20B securities firm by pooling $300M of non-performing loans (NPLs) held by the firm
• Coordinated Korea’s first asset-backed securitization (ABS) project in non-financial sector as an intermediary among government officials and creditors

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Northeast USA

Certified Public Accountant, Korea, Military Service (2002-2004): Taekwondo Instructor in Korean Army; Interests: traveling, golfing, snowboarding, skydiving, and photography

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, · September 2006 - May 2010
Bachelor of Arts; Economics

• Minor in Mathematics
• Relevant Coursework: Real Estate Investment, Real Estate Law, Introduction to Property Development, Corporate Finance, Financial Accounting, Intermediate Micro and Macroeconomics
• Vice President, Wharton Investment Club

FRIENDS CENTRAL SCHOOL
Wynnewood, PA · 9/2002 - 6/2006

• National Merit Scholarship Finalist
• Captain, Varsity Basketball

EXPERIENCE

OMOG TRADING
New York, NY · Summer 2009
Assistant Trader

• Worked as assistant to a crude oil options trader on the New York Mercantile Exchange
• Learned and applied option theory and checked daily positions
• Ensured that trades were properly executed, saving the firm thousands of dollars

CURTIS FINANCIAL GROUP
Philadelphia, PA · Summer 2008
Summer Analyst

• Created financial model to show employee ownership incentives in private equity buyout
• Analyzed merger and acquisition transactions in construction and other industries
• Researched and analyzed venture capital funding of biotechnology firms

UNIVERSITY OF PENNSYLVANIA DEPARTMENT OF ECONOMICS
Philadelphia, PA · Summer 2007
Research Assistant

• Worked for Professor Alan Heston analyzing statistical data for research projects using SAS
• Cited as researcher on “Memo on Housing for the Ring Comparison: A Multilateral Quantity Approach,” by Professor Heston prepared for use by World Bank

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA
• Southeast USA

Computer Skills: Experienced with Microsoft Excel, PowerPoint, Word

EDUCATION

THE WHARTON SCHOOL
University of Pennsylvania · 2008-2010
MBA; Real Estate & Finance

• First Place Team, Wharton Real Estate Case Competition;
• Finalist, National Public Finance Net Impact Case Competition
• Elected by peers as the Leadership Representative for Cohort of 65 students.
• Leadership Fellow Coordinator: Selected as one of 3 (in class of 825) to lead Leadership Fellows, design class & retreat.
• Teaching Assistant, Managing Growth Companies (Fall 2009)
• Teaching Assistant, Field Application Project (’09): Kimmel Center for the Performing Arts

UNIVERSITY OF WASHINGTON
Seattle · 2007-2008
Commercial Real Estate Development Certificate; Commercial Real Estate Development

• Successfully pitched $80M project to PE Firm (Owner decided not to sell site). Team had the only project that received PE financing interest in a class of 55.
• Invited to serve on Professional Advisory Board for program.
• Invited to return as an instructor for Cultural & Arts Development

HARVARD UNIVERSITY
Boston, MA · 1996 - 1999
Bachelors; Philosophy

• Magna Cum Laude
• Summa Cum Laude Thesis
• Teaching Fellow, Computer Science Department
• Researcher, Computer Science Department
• President, Harvard Outing/Outdoor Adventure Club
• Leader, First Year Outdoor Program (Backpacking orientation)

EXPERIENCE

HEARTLAND LLC
Seattle, WA · May 2008 to Present
Special Projects Manager, Business Development

• Heartland is a private real estate consulting, investment and development company specializing in public/private transactions.
• Management of teams: fee development, district economic analysis, master planning for districts and large development.
• Specialty in Quadruple Bottom Line driven projects: public sector, non-profits, local business, sustainability, culture.
• Lead business development efforts for projects involving cultural & community amenities. Source & close new deals.
• Sourcing, diligence, model (financial valuation, DCF) and pitch business development investments to senior management.

CAPITOL HILL ARTS CENTER, LLC
Seattle, WA · 2002-2008
Developer, Property/General Manager, Producing Artistic Director

• Raised capital and redeveloped a 20,000 sf auto-warehouse into a retail/office property, business incubator and arts center.
• As CFO, built financial models and periodic statements, managed P&Ls, and performed financial analysis for VC Board.
• Served as Developer, General Contractor, Leasing Agent, and Property Manager. Maintained < 5% vacancy rate.
• Purchased then turned around operating bar/club business from losses to profitability (increased revenues 200%)
• Managed up to 30 direct reports in three management divisions: real estate, bar & concessions, and event producing.
• Developed the most critically acclaimed theatre and club in Seattle. Selected by major publications as best in class.

MATTHEW KWATINETZ
US & Canada · 2008-2009
Featured Speaker & Consultant

• SELECTED INDEPENDENT ENGAGEMENTS & SERVICE
• Net Impact 2009: Featured speaker on the Creative Economy (Nov 2009)
• NAIOP (WA Chapter): Featured panelist on Next Generation Public/Private Partnerships (Sept 2009)
• 4Culture Real Estate Task Force (King County, WA): 14-member planning group for county-wide real estate intervention (2009)
• City of Surrey, BC: Hired to keynote 2009 Annual General Meeting of the Business Improvement Association (2009)
• 4Culture/King County Cultural Development Authority (WA): Developed Cultural Economic Development strategy (2009)
• Americans for the Arts: Hired by DC advocacy group to speak at national conference in Philadelphia (2008) & Seattle (2009)
• Capitol Hill Chamber of Commerce (Seattle): Asked by Mayor to be Founding VP and Membership Chair (06-08). Arts & Ent. Chair (08-09)
• Seattle Cultural Overlay District Committee: Created a real estate policy think-tank in partnership with City of Seattle (07-09).
• City of Ottawa: Hired by City to lead planners and local officials in a cultural real estate development workshop (2008)
• Creative Construct Symposium: Hired by Simon Fraser Univ. think tank to speak at international conference (2008)

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Design
• Development

Interested in a job/internship in:

• Asia
• California
• Canada
• Central/South America
• Europe
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• Southwest USA
• West Coast USA

Graduate of Deep Springs College Techniques of Urban Economic Development: UPenn class with Dep. Mayor Altman, Paul Brophy, Anna Wolf-Powers. Public Finance Investment Banking: Studying at UPenn/Fels with Steve Genyk, Tom Koslik (includes DBC Finance). Presidential Scholar and Coca-Cola Scholar: In each case, one of two selected from NJ (150 nation-wide). Cowboy: Managed second largest wild mustang herd in US in Emigrant, MT. Built fences, managed irrigation.

EDUCATION

WHARTON
Philadelphia · 08/08-05/10
MBA; Finance

TEL AVIV UNIVERSITY
Israel · 10/02-01/07
LL.B; Law

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Real Estate Law

Interested in a job/internship in:

• Northeast USA

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
Master of Business Administration; Major in Finance and Entrepreneurial Management

• Awarded Joseph Wharton Fellowship for outstanding professional, academic and leadership achievements
• Active member of Wharton’s Real Estate, Venture Capital & Private Equity, Consulting and Investment Management Clubs
• Equity Research Analyst for Wharton Investment Management Fund
• Appointed Junior VP of Europa! Club

VIENNA UNIVERSITY OF ECONOMICS AND BUSINESS ADMINISTRATION
Vienna, AUSTRIA · 200-2005
Bachelor of International Business Administration; Major in Finance and Int. Marketing Management

• Member of the Center of Excellence, Diploma with distinction, GPA: 1.2 (1.0 = A), Top 1%
• Study Abroad: McCombs School of Business (University of Texas at Austin), GPA: 4.0, Top 1%

EXPERIENCE

WARBURG PINCUS
London, UK · 2007-2009
Private Equity Analyst - Real Estate

• Evaluated and originated real estate investment opportunities with focus on growth companies in Eastern Europe
• Managed internal and external teams of up to 10 professionals through various stages of the investment process
• Selected Transactions:
• $50 million equity investment in start-up shopping center developer in Ukraine
• Led legal, market, tax and financial due diligence and deal structuring
• Worked closely with CEO to optimize business plan and coordinate three $100 million development projects
• In charge of $200 million construction financing negotiations and $150 million debt syndication process
• Collaborated with lawyers on joint venture terms and purchase agreements
• Portfolio management of $300 million pan-European asset manager and developer
• Worked closely with management on project decisions, financing issues and new acquisitions
• Developed and implemented new asset management and reporting tool which served the Board of Directors and Senior Management in their strategic decision making process

LEHMAN BROTHERS
London, UK · 2005-2007
Private Equity Analyst - Lehman Brothers Real Estate Partners

• Ranked in top tier of Analyst Class for two consecutive years. Was offered fast-track promotion to Associate
• Involved in sourcing, analysis and execution of real estate investment opportunities in Western Europe
• Selected Transactions:
• $75 million equity investment in start-up hotel management and investment platform in Germany
• Conducted underwriting and due diligence of existing portfolio and acquisition opportunities
• Performed local market and strategy reviews and coordinated hotel refurbishment and rebranding efforts
• Involved in joint venture negotiations, legal documentation (JVA, SPA) and tax structuring
• $300 million office and residential portfolio acquisition in Germany
• Carried out financial underwriting, technical due diligence and financing negotiations with lending banks
• $55 million mezzanine investment in shopping center portfolio in the UK and Sweden
• In charge of valuation analysis, financial modeling and detailed tenant review

AUSTRIAN RED CROSS
Vienna, AUSTRIA · 2003
Paramedic

• Paramedic, Emergency Driver and Coordinator – full year of social service and voluntary member
• Performed emergency aid, patient rescue and transport operations. Led station of 20 paramedics

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Development

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Canada
• Europe
• Mid-Atlantic USA
• Northeast USA
• Southeast USA
• West Coast USA

Interests: Adventure travel (Laos, Galapagos Islands), skiing and snowboarding, ballroom dancing - gold medal; Entrepreneurship: Co-founder of SaferTaxi.com (2009 – present): provides safety improvements by tracking taxi rides; Co-founder of school radio station (1995 – 2000): later transformed into commercial radio station (Radio Ypsilon); Languages: German (native), French (conversational), Italian (basics);

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Aug. 2009 - May 2011
MBA; Real Estate

• Wharton Real Estate Club (Vice President of Social, Organizer for L.A. Trek in February 2010), Wharton Community Consultants (Advisor to Ronald McDonald House), Media & Entertainment Club (Organizer for Trek to New York Times in Nov. 2009), Out4Business, Asian-American Club, Ski & Snowboard Club.

YALE UNIVERSITY
New Haven, CT · Sept. 2000 - May 2004
B.A.; Political Science, International Studies

• Yale Daily News : News Editor, Academics & School of Management Beat Reporter (Oct. 2001 - Oct. 203)
• Richard U. Light Fellowship : Received full funding to study abroad in Kanazawa, Japan during the summer of 2002.

EXPERIENCE

UBS INVESTMENT BANK
Hong Kong, China · Jan. 2007 - Apr. 2008
Associate Director

• Fundamental Investment Group, Asia ex-Japan Strategic Equities Long-Short Portfolio
• Provided stock recommendations and hedging strategies for the $500 mil. USD portfolio.
• Lead analyst on Chinese real estate and consumer sectors; implemented a bearish investment strategy for Chinese property in 2008, as stocks dropped more than 70%.
• Participated in 70 property tours and interviewed management teams of 15+ developers
• Built models, wrote analysis pieces, interviewed management for 70+ companies across Asia
• Traded cash equities, derivatives, futures, currencies for the entire region

UBS INVESTMENT BANK
Seoul, South Korea · Oct. 2006 - Dec. 2006
Analyst

• Assisted the Telecoms Analyst as part of a training trip to learn fundamentals, enhance Korean
• Conducted company visits for 30+ companies in various sectors, accompanying analysts and clients

UBS INVESTMENT BANK
Tokyo, Japan · July 2004 - Oct. 2006
Analyst

• Traded Japanese equities, Nikkei & TOPIX Futures, FX, ADRs, and risk program baskets
• Quoted single stocks, program baskets, guaranteed VWAP trades, guaranteed close trades

RAFAEL MANDELMAN FOR SAN FRANCISCO DISTRICT 8 SUPERVISOR
San Francisco, CA · Apr. 2009 - Aug. 2009
Assistant Campaign Manager

• Built database for donations, organized campaign fundraisers, researched policy positions

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Development

Interested in a job/internship in:

• Asia
• California
• Mid-Atlantic USA
• Northeast USA

EDUCATION

PRINCETON UNIVERSITY
Princeton, New Jersey · 2005
BA; Ecology and Evolutionary Biology

EXPERIENCE

WESTVIEW SOLUTIONS
New York, New York · 2008 - 2009
Director of Operations

• •Managed a five story residential building in New York City and a three tenant commercial building in New Jersey.
• •Responsibilities: negotiated commercial and residential lease contracts, vetted tenants, managed tenant issues, ensured building regulation compliance, developed and implemented property capital improvement strategies.
• •Customized residential lease agreement resulting in decreased monetary risk and increased lease flexibility.
• •Established consensus among the three commercial tenants to improve signage.
• •Directed a 30,000 sq. ft. warehouse relocation project.

JONES LANG LASALLE
Shanghai, China · 2007-2008
Senior Negotiator

• •Member of Tenant Representation team responsible for creating new client relationships and managing commercial real estate needs of JLL’s global clients in Shanghai, serving up to 8-10 clients at any one time.
• •Responsibilities: produced financial analyses, negotiated contracts, managed clients, evaluated real estate options.
• •Established “Korean Desk” for the Company. Function: communicating with all Korean clients and liaising with all Korean landlords in Shanghai.
• •Enumerated policies regarding tenant database resulting in fewer conflicts between agents and increased productivity.
• •Participated as full member of business strategy team to increase market coverage. Result: strategies implemented.

TRACTUS-ASIA
Shanghai, China · 2006-2007
Consultant

• •Led and executed corporate location analysis throughout India, Southeast Asia, and China.
• •Projects included outsourcing campus for a major “big box” retailer, textile factory for an American apparel brand, manufacturing facility for an American auto-parts company, and Asia headquarters for an American logistics company.
• •Led team of five people in creating a sustainable development plan for Shangri-la, Northwestern Yunnan Province, China.
• •Initiated and led project that devised strategy to market the Company to Economic Development Zones in Asia.
• •Recruited and interviewed candidates for research analyst and consultant positions.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Banking
• Development

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Europe
• Northeast USA

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Master of Business Administration Candidate; Finance and Real Estate

• • Active in Finance, Real Estate, Private Equity, Sales & Trading, Investment Management, and Veterans clubs.
• • Wharton Rugby Team: Alumni Coordinator and Strength and Conditioning Coach.

UNIVERSITY OF SAN DIEGO, SCHOOL OF BUSINESS ADMINISTRATION
San Diego, CA · 2003-2006
Master; Leadership

UNITED STATES NAVAL ACADEMY
Annapolis, MD · 1995-1999
Bachelor of Science; Oceanography

• • Navy Lacrosse 1995-1999. Junior Varsity Lacrosse Coach 1998-1999.
• • Brigade Boxing Quarterfinalist and Open Ocean Sailing Instructor.

EXPERIENCE

CREDIT SUISSE
New York, NY · 2009
Summer Associate, Investment Banking, Global Energy Group

• • Provided valuation and strategic advice for a potential $2.9 billion acquisition of an industrial ingredients company by an advanced biofuels company.
• • Analyzed capital structure, financing, project, and credit considerations for over $1.3 billion in debt and equity placements for natural gas, coal, wind, solar, biomass, and biofuels projects.
• • Structured project financings to incorporate tax equity, Department of Energy loan guarantees, and Federal tax credits and grants available to renewable energy projects.
• • Identified targets meeting client’s financial and operational criteria for a $1.0 billion power and utilities asset acquisition.

U.S. NAVY
Multiple Locations · 2004-2008
H-60F/H Instructor Pilot and Aircraft Mishap Investigator

• • Selected from fleet squadron for performance, leadership, and instructing ability to serve as an instructor alongside an elite group of tactically experienced H-60 Seahawk helicopter pilots. Instructed over 100 student pilots.
• • Naval Aircraft Mishap Investigator. Led over 40 investigations and implemented procedural and engineering changes affecting 11 helicopter squadrons comprised of over 85 aircraft and 3000 personnel.
• • Led over 50 aviation and engineering experts in the first fleet review of Helicopter Training and Operations Manuals across 4 different models of Naval Helicopters, combining the best practices of four culturally different helicopter communities.
• • Hand picked as 7th Fleet Admiral’s personal pilot, deploying in support of operations in Japan and Korea.

U.S. NAVY
Multiple Locations · 1999-2004
H-60F/H Pilot and Division Officer

• • Awarded Air Medal for flying more than 50 armed combat missions during Operation Iraqi Freedom.
• • Planned and executed combat operations in support of Operation Iraqi Freedom. Integrated Combat Search and Rescue and Naval Special Warfare Support procedures into the overall battle plan during the initial Iraq invasion.
• • Ranked #1 out of 14 junior officers. Out-performed peers by becoming the most qualified junior pilot in the squadron.
• • Tactically experienced H-60F/H Seahawk helicopter pilot. Trained and evaluated squadron of 35 pilots and 20 aircrew.
• • Mission Commander and Instructor for Combat Search and Rescue, Naval Special Warfare, and Anti-Submarine operations.
• • Led and managed 34 maintenance personnel as Avionics and Armament Division Officer. Squadron rated #1 of 9 squadrons as a result of division’s zero discrepancy conventional weapons inspection.

REAL ESTATE INVESTMENT & DEVELOPMENT
San Diego, CA · 2001-2007
Owner / Operator

• • Built $2.4 million portfolio. Identified, purchased, and redeveloped operationally neglected properties. Investment strategy focused on asset value appreciation through operational improvements to increase cash flows.
• • Realized 90% growth in asset values in first 3 years, recapitalized 40% into new investment opportunities.
• • Successfully sold all portfolio assets resulting in over a 70% annualized return on invested capital.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development
• Investment Banking

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Northeast USA
• Southwest USA
• West Coast USA

• Top Secret/ SCI Government Security Clearance. • Commercial, Multi Engine Fixed and Rotary Wing, and Instrument FAA Rated Pilot. • Volunteer High School Lacrosse Coach. Helped build successful first year lacrosse program. • Extensive international travel for surf. Surf, ski, snowboard, and golf enthusiast.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · AUG 2008 - MAY 2012
Candidate for Bachelor of Science in Economics; Finance, Real Estate

MIDDLEBURY COLLEGE
Middlebury, VT · JUN - AUG 2008
N/A; Spanish

• Program entailed full immersion in the target language
• Gained proficiency by enhancing speaking and writing skills, as well as knowledge of the Spanish culture

THE FIELDSTON SCHOOL
Bronx, NY · 2004 - 2008
Highschool Deploma; N/A

• Captain, Varsity Swim and Varsity Golf Teams, Soloist, Mixed Chorus, Board Member, Gender Studies Roundtable,
• Member, NYSSMA All-State Mixed Chorus (2007 – 2008)

EXPERIENCE

806 CAPITAL, LLC.
Philadelphia, PA · MAY - AUG 2009
Real Estate Analyst

• Acquired and managed a portfolio of $150,000 in Liens
• Worked on $425,000 GAP financing application $1,250,000 loan application
• Worked on the establishment of a Land Bank

AMATO OPERA HOUSE
New York, NY · 2004 - 2008
Fundraiser, Box Office Manager, Usher

• Developed new solicitation tactics for fundraising resulting in over $6,000 in funds raised
• Re-organized box office through new ticketing procedures resulting in improved efficiency

LEON CAPITAL MANAGEMENT
United States of America · 2004 - 2009
Stock Trader

• Conducted independent market research and financial analysis using Morningstar and Yahoo finance
• Maintained an annual growth of ~11% from 2004-2008; Maintained a gain of 26% in 2009
• Won The 2008-09 Wharton Investment Club trading competition placing 1st out of 382 Wharton students, with a gain of 137%
• Awarded Top 5% for CNBC’s Million-Dollar Portfolio Challenge (2007)

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA

MEMBER OF PENNSYLVANIA SIX-5000 (A CAPELLA GROUP) ///////// MEMBER OF ALPHA EPSILON PI FRATERNITY, DIRECTOR OF ALUMNI RELATIONS ///////// COHORT REPRESENTATIVE FOR WHARTON FRESHMAN ///////// MEMBER OF THE KAIROS ENTREPRENEUR SOCIETY ///////// MEMBER OF THE WHARTON INVESTMENT CLUB AND THE WHARTON REAL ESTATE CLUB

EDUCATION

THE WHARTON SCHOOL: UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2012
Bachelor of Science in Economics; Finance, Real Estate

EXPERIENCE

MINTO GROUP INC.
Ottawa, Canada · June 2009 - August 2009
Financial Analyst

• -Canadian real estate development company, $2.7B in assets
• -Analyzed investment models and wrote a memo recommending future trading policy on REIT investment
• -Developed pro forma models to project rates of return on various acquisition proposals
• -Analyzed rental portfolio and compared pricing to competitors

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Development
• Investment Banking

Interested in a job/internship in:

• Canada
• Mid-West USA
• Northeast USA
• Northwest USA
• Southwest USA

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
PHILADELPHIA · 2009-2011
MBA; Finance, Real Estate, Strategic Management

UNIVERSIDAD DEL PACIFICO
Lima, Peru · 1996-2000
B.A.; Economics

• Ranked within top 20% of class.

EXPERIENCE

PRIMA AFP, PRIVATE PENSION FUND.
Lima, Peru · 2007-2009
Deputy Chief Investment Officer

• Developed and oversaw the investment strategy for all the company’s portfolios (7Bn AUM) - and served as a main liaison to the Investment Committee. These funds where consistently ranked as top performers under my management.
• Directed the team of portfolio managers and research analysts in the daily operation of the Investment Department.
• Restructured the Investment Team and Process to focus on investment opportunities outside Peru. Led the internationalization of the alternative investments portfolio by analyzing the trends in institutional investor investments.
• Represented our funds in a common effort between the Peruvian Pension Fund Industry, local regulators and Barclays Global Investors to create the first Peruvian Exchanged Traded Fund in the NYSE. The ETF started trading in mid 2009.
• Negotiated the selling to strategic buyers of important equity stakes at two Peruvian companies.
• Directed the analysis of Private Equity and Real Estate Funds locally and internationally.

PRIMA AFP, PRIVATE PENSION FUND.
Lima, Peru · 2005-2007
Portfolio Manager

• Pitched investment ideas in equities, fixed income, currencies and investment funds to the Investment Committee.
• Managed a portfolio of 3bn AUM.
• Earned the promotion to Deputy CIO by being an important contributor in establishing the company as the leader in investment performance according to polls made by an independent consultant firm.

RIMAC INTERNACIONAL, INSURANCE COMPANY
Lima, Peru · 2004-2005
Portfolio Manager

• Oversaw the investments of USD 200 million, including equities, fixed income, currencies and international funds.
• Pitched investment ideas at the Investment Committee, attended by the CEO, CIO, CFO, CRO and a Board Member.

RIMAC INTERNACIONAL, INSURANCE COMPANY
Lima, Peru · 2003-2004
Private Equity / Investment Analyst

• Participated in the valuation, due diligence and acquisition of two insurers. Achieved special recognition of CEO for the results. With these acquisitions, Rimac became the leader in the Peruvian Insurance Industry by market share.
• Managed the due diligence and valuation of three electricity companies and real estate projects in Peru. Analyzed an opportunity to buy the Colgate Palmolive Building in New York.
• Developed valuation analysis for firms in real estate, cement, steel, consumer staples, banking, mining, energy and utilities.

RIMAC INTERNACIONAL, INSURANCE COMPANY
Lima, Peru · 2001-2003
Risk Analyst

• Designed the Investment Strategy for all each insurance reserve and got the approval of the Investment Committee.
• Identified a mayor long term profit opportunity by shifting the company’s reinsurance contracts from proportional loss to excess of loss. Developed and presented the case to the Management Committee and got the approval.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Central/South America
• Europe
• Northeast USA
• West Coast USA

Certifications: CFA, CAIA, FRM(c). Value Investing by Columbia GSB. Investment Management at IEB, Madrid, Spain. Teaching experience: Professor of Finance and Risk Management at Peruvian University of Applied Science. Interests: Basketball, Tennis, Trekking, Scuba Diving, Running. Investment in real estate developments in Peru. Languages: Native speaker of Spanish.

EDUCATION

WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 07/2008 - 5/2010
Masters in Business Administration; Real Estate and Finance

• Awarded Joseph Wharton Fellowship for scholastic and professional achievement, community involvement, and leadership
• Member of Wharton’s Real Estate Club, PE & Venture Capital Club, and African American MBA Association (AAMBAA)
• Led NYC Real Estate Investment Career Trek; Participant in South America Global Immersion Program

FLORIDA STATE UNIVERSITY
Tallahassee, FL · 08/2000 - 05/2004
Bachelors of Science; Finance and Accounting

• NCAA Division 1 Varsity Basketball (ACC) – Full Scholarship; Two-time recipient of Golden Torch Award for Highest GPA (4.0) in Athletics; Recipient of Florida State Athletic Community Service Award; Athletic Academic Support Advisor
• GPA: 3.7/4.0; Dean’s List; Phi Kappa Phi; Phi Eta Sigma; USAA All–American Scholar; ACC Honor Roll

EXPERIENCE

ENTERPRISE HEIGHTS REAL ESTATE DEVELOPMENT
Philadelphia, PA · 06/2009 - 08/20009
Summer Associate

• Assisted managing director with project pre-development of The Plaza at Enterprise Heights, a $24.5MM 80,000 SF office/retail, environmentally friendly, transit-oriented development located in University City/West Philadelphia
• Organized and conducted meetings with Geothermal, Solar Energy, and Green Roofing professionals to discuss design of a high performance energy efficient building. Co-managed renewable energy, community revitalization, and transit-oriented development grant applications for American Recovery and Reinvestment Act funds and other public funds
• Discussed zoning with city planning officials; met with Southeastern Pennsylvania Transportation Authority to garner support and coordinate streetscaping projects; reviewed parking options with Philadelphia Parking Authority; engaged community leaders in planning process, and interfaced with Philadelphia Industrial Development Corporation

MERRILL LYNCH
New York, NY · 2007 - 2008
Assistant Vice President, Global Markets & Investment Banking, Financial Development Group

• Evaluated $1.0BN real estate joint venture with leading technology consulting firm that involved performing financial analysis, creating term sheet for proposed equity financing, organizing working group, and advising executive management
• Managed cross-border working group team and led financial analysis to move $500MM worth of noncore Real Estate assets off balance sheet by analyzing sale/leaseback scenarios versus ownership scenarios
• Involved with other aspects of firm’s corporate strategy focused on improving ROE and ROA, achieving diversification in revenues, cutting costs, and hedging risk

BEAR STEARNS
New York, NY · 2004 - 2006
Global Credit and Investment Banking Analyst

• Global Credit (2005 – 2006)
• Rated, monitored, and reviewed over 270 banking clients that involved evaluating financial institutions’ size, profitability, leverage, liquidity, management, and business risk
• Managed counterparty risk across all transaction types including securities financing transactions, forwards, and derivatives
• Investment Banking, Financial Institutions & Health Care Group (2004 – 2005)
• Evaluated strategic alternatives for clients including mergers, acquisitions, divestitures, and financings
• Valued companies using fundamental and relative methodologies, such as discount cash flows, accretion/dilution, comparable companies, and precedent transaction analyses
• Advised on United America Indemnity’s $256MM merger with Penn-America Group and Penn Independent Corporation

J.P. MORGAN SECURITIES INC.
New York, NY · Summer 2003
Investment Banking Analyst (Intern), Syndicated Leverage Finance

• In charge of providing Qwest Dex with a weekly high yield and loan market update.
• Performed credit risk analysis of clients by calculating, analyzing, and comparing leverage and coverage ratios
• Significant Deal Experience
• Domino’s issuance of $403 mm in Senior Subordinated Notes – Prepared keys slides that entailed performing a comprehensive comparative analysis between Domino’s Pizza and Papa John’s operating performance and a comparison of key return and coverage ratios. Responsibilities also included updating syndication group using intralinks website

WACHOVIA CAPITAL PARTNERS
Charlotte, NC · Summer 2002
Corporate Finance Analyst (Intern), Private Equity

• Created database for fund management fee analysis of over 250 private equity funds to identify opportunities to reduce costs, to explore possibilities of fundraising for venture capital, and to provide the CFO with valuable information on how to properly account for management fees
• Assisted investment banking associates in financial analysis and valuation by using total enterprise valuation, reviewing pitch books, and organizing qualitative charts on positive and negative characteristics of companies

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development
• Investment Banking

Interested in a job/internship in:

• Central/South America
• Mid-Atlantic USA
• Northeast USA
• Southeast USA
• New York

• Affiliations: Urban Land Institute (Member), Boys and Girls Club of Harlem (Board of Directors), Black AIDS Institute (Fundraiser and Community Organizer), Sponsors for Educational Opportunity (Alumni Mentor) • Skills: Certified Manhattan Real Estate Agent, Thomson One Banker, Bloomberg, Intralinks, Factiva, Office 2000, Capital IQ, Hyperion, Interactive Financial Planning System (IFPS), Deal Maven Financial Modeling • Other Key Experience: Fork Union Military Academy - Head Junior Varsity Basketball Coach, Assistant Varsity and Postgraduate Basketball Coach, Substitute Teacher (2006-2007)

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Master of Business Administration; Real Estate

• Awarded Joseph H. Wharton Fellowship for leadership, professional achievement, and academic excellence
• Member of Wharton’s Real Estate, Private Equity, Women in Business and Investment Management Clubs

FRANKLIN & MARSHALL COLLEGE
Lancaster, PA · 2000-2004
Bachelor of Arts; Economics and Business Administration

• Honors List 2002-2004
• International Student Scholar (2000-2004), Omicron Delta Epsilon Economics Honors
• Economics Tutor

EXPERIENCE

BROOKFIELD ASSET MANAGEMENT
New York, NY · Summer 2009
Summer Associate

• Evaluated distressed credit, equity and property investment opportunities in the real estate industry
• Developed investment thesis, performed market and business diligence and built asset valuation, recovery and liquidity models for investments in a $9Bn New York-based real estate investment trust and a $5Bn residential project in Manhattan

JP MORGAN ASSET MANAGEMENT
Mumbai, India · 2006-2008
Associate

• Founding team member (one of four) of $360M India Real-Estate Private Equity Fund
• Led the closing of the first two transactions for the Fund with a gross investment of $120M to develop over 3M square-feet of residential space
• Managed team of two analysts during diligence of over twenty investment opportunities across residential, commercial, retail and hospitality developments
• Analyzed foreign currency exposure risks and hedging options for the Fund and made recommendations to the Investment Committee. Recommendations were executed
• Actively involved in all aspects of the business including hiring, investor interface and business development

LEHMAN BROTHERS, INC.
New York, NY · 2005-2006
Analyst

• Conducted due diligence, analyzed financial and market data, supervised third party reports and site inspections, prepared rating agency and investor marketing presentations and responded to asset-specific questions regarding commercial mortgages
• Closed ~$1Bn of large real estate loans for securitization and syndication
• Prepared sizing analyses on loans in excess of $50M for office, retail, hotel, healthcare and multifamily properties
• Facilitated formation of relationships with outsourcing firms (GRO and OfficeTiger) in India

BLACKHEATH FINANCIAL, LLC.
New York, NY · 2004-2005
Analyst

• Underwrote real estate healthcare properties in order to facilitate a multi-billion dollar securitization as a consultant at Credit Suisse
• Prepared preliminary sizing analyses on loans and wrote committee reports as a consultant at Bear Stearns
• Re-underwrote loans for B-piece buyers

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management

Interested in a job/internship in:

• Northeast USA

• Interests: Tennis, Sailing • Volunteer Work: Beyond Our Defined Horizons, Family India, Governor’s Committee Mentoring Program • Licenses: Series 7

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Master of Business Administration Candidate; Majors in Real Estate and Finance

• Recipient, Joseph Wharton Fellowship for outstanding leadership and professional achievement
• Co-President, Real Estate Club; Member Finance and General Management Clubs
• House Manager, Rebuilding Together West Philadelphia

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2000-2004
Bachelor of Science in Engineering; Major in Computer and Information Science

• Benjamin Franklin Honors Scholar, 2000-2002
• Project Manager, 40th Street/West Philadelphia Development Senior Project
• Executive Board member, The Daily Pennsylvanian; Design Editor, 34th Street Magazine

EXPERIENCE

THE LEFRAK ORGANIZATION
New York, NY · Summer 2009
Summer Associate, Real Estate Finance

• Executed acquisition underwriting of assets including $650MM New York trophy office property, $265MM Beverly Hills office portfolio, and $51MM senior note for newly constructed Brooklyn condominium building
• Performed analysis and modeling of $15MM Queens office to residential conversion including easement acquisition and NYC J-51 tax abatement study
• Assisted workout advisory and valuation of loans for $46MM Chicago stalled luxury hotel conversion and $33MM Philadelphia condominium building
• Developed $12MM mezzanine debt proposal for Beverly Hills medical office property, targeting 15% IRR
• Reviewed property utility management including water consumption and solar panel projects, estimating $3MM in savings

REIS, INC.
New York, NY · 2004-2008
Engagement Manager / Portfolio Analyst

• Spearheaded efforts to enter mortgage-backed securities research market, organizing new CMBS team and developing Deal Analyst service, opening door to over $3MM in new sales (approximately 10% of total firm sales)
• Managed team of six professionals including analysts, sales staff, client services associates to analyze engagements of $257BN in U.S. CMBS issuance and $15BN in client-held commercial real estate loans
• Led response to portfolio analysis RFPs, developing service proposal, pitch, and client presentation
• Benchmarked client commercial real estate portfolio against current securitized conduit loan pool, advising loan officers to adjust loan leverage ratios by 12% to comply with industry averages
• Guided financial services client through elimination of problem loans, forecasting cash flows, and probability of default statistics to highlight $38MM in potential future losses
• Delivered reserve recommendations derived from expected loss analysis to bank’s Chief Credit Officer, influencing sale of $4BN in assets to combat interest rate risk
• Directed analysis of historical capitalization rates for CMBS B-piece client, contributing to client negotiations to reduce underwritten loan income values by 5%

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Design
• Development

Interested in a job/internship in:

• Central/South America
• Europe
• Northeast USA

Real Estate Activities: Zell/Lurie Real Estate Center volunteer, Urban Land Institute student member Professional Training: Languages: C++, Java, HTML; Software: Adobe CS, ArcGIS, ARGUS, Stata

EDUCATION

THE WHARTON SCHOOL & LAUDER INSTITUTE
Philadelphia, PA · 2008 - 2010
MBA/MA (International studies, focus in Mandarin Chinese/East Asia); Real Estate

• Named to Lauder Director’s List (2008-2009), Recipient of Benjamin Franklin Kahn/WRIT Real Estate Award
• Elected to Lauder Institute Student Advisory Board, 2008 National Net Impact Conference (Planning Committee)
• Member of Wharton’s Consulting, Real Estate (VP of Social Events), Social Impact, and Greater China Clubs
• Volunteer for Zell-Lurie Fall Members’ Meeting (2008/9), Participant in ULI/Gerald D. Hines Student Design Competition
• Summer research for Master’s project in Brazil and China – “Global Trends and Best Practices in Green RE Development”

STANFORD UNIVERSITY
Palo Alto, CA · 2000 - 2004
BA; Economics with Honors

• Thesis: The Effect of Perceived Earthquake Risk on the San Francisco Bay Area Housing Market
• Summer abroad in Beijing, China and Semester abroad in London, England

EXPERIENCE

WOKAI.ORG; NON-PROFIT TO RAISE CAPITAL FOR MICRO-FINANCE LENDING IN RURAL CHINA
Beijing, China · Summer 2009
Marketing Associate

• Pitched co-branded t-shirt design to Beijing apparel shop, negotiated revenue sharing model; shirts will be sold this fall
• Grew website traffic by an average of 10% week-on-week through online marketing outreach and SEO analysis
• Managed five UPenn undergrad interns to create a marketing strategy aimed at university students
• Designed and initiated partnerships with local language schools to outsource Chinese translation for Wokai’s website, thus improving consistency and quality control of website content

ECONOMICS RESEARCH ASSOCIATES
San Francisco, CA · 2006 - 2008
Associate

• Managed field research, site visits and interviews to complete market analyses; resulted in successful financing of multiple second-home resort development proposals throughout the Caribbean and Asia
• Formulated programming strategies and modeled cash flows for mixed-use developments ranging from $25MM to $400 MM
• Gathered project-specific demographic, economic and competitive research to model the operational revenue structure and financial feasibility of themed attractions in the Shanghai, Beijing, and Guizhou regions in China
• Quantified economic impact of light-rail systems in Baltimore, Portland and Santa Clara
• Selected Project Experience:
• $400 MM mixed-use resort community for Suzhou Industrial Park Urban Development (Suzhou, China)
• 400 acre ski-in/ski-out residential and commercial development for Brundage Mountain Resort, near McCall, Idaho
• Strategic planning for cultural zone in Guizhou, China, part of government initiative to increase tourism to western China
• Expansion of Cap Jaluca resort on the Caribbean island of Anguilla

BATES WHITE, LLC
Washington, DC · 2004 - 2006
Consultant II

• Managed a team of five to compile data and industry research in preparation for econometric analysis resulting in the allocation of a $250MM antitrust settlement in the diamond industry in favor of our client
• Presented findings from transactional analysis of data of 15 natural gas clients involved in a $1.5 B market manipulation case to two Houston-based clients
• Forecasted competitive consequences of a pending merger in the casket industry using industry concentration metrics
• Analyzed demand implications of various market designs for a deregulated electricity market in New England
• Taught quality control training course for new employees, and held mentor position for new consultants

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Advisory/Consulting
• Design
• Development

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Mid-West USA
• Northeast USA
• West Coast USA

Computer Skills & Languages: Fluent in Mandarin Chinese, ARGUS, GIS, Microsoft Office, C/C++, SQL, STATA Organization Memberships: The Urban Land Institute, U.S. Green Building Council Hobbies & Interests: Traveling, Painting, Hiking, Finding inexpensive authentic ethnic restaurants

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2001-2005
Bachelor of Science in Economics, magna cum laude; Finance, Operations and Information Management (OPIM)

• 3.6 GPA
• Dean List (2003-2004)
• Active in Penn Boxing Club (President), West Philadelphia Tutoring Project, and Habitat for Humanity

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
MBA; Private Equity-Venture Capital

• Member of Wharton’s Restructuring, Real Estate, Energy, and Boxing Clubs
• Vice President of Market Research for Wharton’s Real Estate Club
• Panel Manager for the Wharton Restructuring and Turnaround Conference 2010
• Field Study Project – Developing capital raising strategy for Summerhaven Investment Management

EXPERIENCE

BARCLAYS CAPITAL
New York, NY; London · 7/05-6/09
Associate

• Developed extensive origination and workout experience in commercial real estate (CRE), leveraged finance and structured finance. Performed detailed financial modeling and stress testing of Barclays’ investments in these asset classes
• Promoted directly to Associate after 3 years based on strong performance reviews
• CFA – Completed the CFA program and received the charter in July 2009

BARCLAYS CAPITAL- LEVERAGED FINANCE / COMMERCIAL REAL ESTATE WORKOUT – CREDIT RISK MANAGEMENT
New York, NY · 2008-2009
Associate

• CRE Workout – Constructed valuation models for Barclays’ hotel, office, industrial, retail, and multifamily property loans. Recommended whether to foreclose on defaulted loans, fund further project construction, and/or extend maturing loans
• Leveraged Finance – Managed the leveraged buyout underwriting process including preparation of historical and projected financials, due diligence, and drafting of credit reviews. Evaluated deal strengths, pinpointed asset and structuring concerns, and proposed solutions to mitigate transaction weaknesses
• Underwriting experience includes: $2.0 Bn acquisition of Chicago Midway International Airport
• - Recommended underwriting $1.2 Bn of financing supporting Macquarie and JP Morgan Infrastructure’s bid for Midway, the first major US airport to be privatized
• - Analyzed revenue drivers and historical operating performance and developed independent financial projections
• Workout experience includes: $2.5 Bn bankruptcy of Fontainebleau Las Vegas Holdings, LLC
• - Represented Barclays Capital on creditors’ steering committee
• - Recommended canceling of facility commitment to senior management, an action eventually adopted by the revolver bank group. Engaged in court-ordered mediation and review of debtor-in-possession financing

BARCLAYS CAPITAL- STRUCTURED CREDIT PRODUCTS – CREDIT RISK MANAGEMENT
New York, NY · 2005-2008
Associate (promoted from Analyst)

• Dissected complex transactions and recommended to management whether the firm should pursue trades including total return swaps on leveraged loans and collateralized debt obligations (CDOs)
• Performed counterparty credit analysis on monoline insurance companies. Interviewed companies’ CFOs and portfolio managers regularly to understand the firms’ strategies and insured portfolios
• Saved Barclays $10mm by recommending to unwind trades with a monoline before its default
• Workout experience includes: Restructuring Triaxx Prime CDO 2007-1, Ltd., a $1.5 Bn CDO of RMBS
• - Ran meetings with external counsel, Barclays’ RMBS trading desk, and the collateral manager to restructure the CDO once it experienced a technical default
• - Successfully prevented transaction liquidation by negotiating structural changes and a $165mm equity infusion
• Origination experience includes: Total Return Swaps on Leveraged Loans
• - Underwrote total return swaps on credit instruments including leveraged loans, debtor-in-possession loans, and high-yield bonds with over 70 hedge fund counterparties. Helped grow Barclays’ portfolio to over $20 Bn from $1.9 Bn
• - Determined on a trade-by-trade basis how much money to lend to hedge funds to purchase these assets, removing the risk from Barclays’ balance sheet during a period when loan prices fell to their lowest recorded levels

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Investment Banking

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Canada
• Europe
• Northeast USA
• West Coast USA

Licenses: FINRA Series 7 and Series 63. Member of CFA Institute and New York Society of Security Analysts ;Interests: Zogsports (charity-focused sports organization), 5K charity races, rock climbing, skiing, golf, and fishing

EDUCATION

THE WHARTON SCHOOL
Philadelphia, PA · 3009-2011
MBA; Real Estate

• Elected to Wharton Women in Business Leadership Board
• Appointed Wharton Social Impact Director of Alumni Affairs
• Member of Real Estate Club, Community Consultants, Wharton Tax
• Assistants

MIDDLEBURY COLLEGE
Middlebury, VT · 2003-2007
Bachelor of Arts; History

• Recipient of Ron Brown Fellowship for Commitment to Social Justice, College Scholar
• Active in Student Newspaper Editorial Board (Managing Editor) and local Head Start Policy and Planning Committee
• Received Highest Honors for Senior Thesis: The Transformation of a Neighborhood: Examining the Converging Influences of Government Incentives and Racism on Chicago\'s South Side in the 1960s

EXPERIENCE

THE ENTERPRISE CENTER
Philadelphia, PA · 2011-Present
Capital Corporation Small Business Loan Intern

• Offered micro loans ranging from $500 to $20,000 to small business owners. As member of 2 person team, vet loan applicants and assist in loan packaging
• Researched Norristown, NJ Economic Revitalization Project and drafted proposal to manage a revolving loan fund for the municipality. Proposal has been submitted and is to be presented before Community Action Development Commission of Montgomery County in coming weeks.

THE EXETER GROUP
Cambridge, MA · 2007-2009
Consultant

• Managed implementation of $300 million and $50 million comprehensive technology solutions improving Financial, Human Resource, Customer Relationship Manager, and Student services at City University of New York (CUNY) and Fordham University
• Developed and collated monthly enterprise-wide assessment reports used by CUNY executives forming decisions on budget and resource allocation and issues, risk, human resource, and change management
• Performed ongoing quantitative and qualitative analyses of project timelines and costs. Presented analysis and recommendations to CUNY Chief Information Officer and Project Director on weekly basis
• Evaluated quality of consulting services CUNY received from other consultancies, ensured contractual compliance, and monitored and assessed project progress
• Collaborated with CUNY IT Department to create and implement reporting strategy
• Performed Business Process Analyses for Fordham University’s IT Office and recommended changes to organizational structure, security policies, and change management procedures. Established improved change management governance structure and led implementation of new structure.

US DEPARTMENT OF EDUCATION
Washington, DC · 2006
Office of English Language Acquisition Policy Intern

• Conducted wide-ranging research on issues pertaining to English Language Learners, the fastest growing demographic of US students. Synthesized Adequate Yearly Progress reports on schools with large populations of English Language Learners and focused on effectiveness of California Proposition 227 in particular.
• Presented recommendations on improving family involvement in educating English Language Learners to former Assistant Deputy Secretary & Director Kathleen Leos. Incorporated recommendations into content I developed for annual OELA National Summit on English Language Learners held the following fall
• Compiled weekly reports on Education and Labor Congressional Hearings I attended

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Advisory/Consulting
• Banking
• Development

Interested in a job/internship in:

• Africa
• California
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• West Coast USA

Memberships: Member of Urban Land Institute Interests: Affordable Housing Development, Urban Development and Revitalization, Modern American History, Charades Community Positions: Lattice Group Journal Contributing Editor, New York Court Appointed Special Advocate

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008 - 2010
MBA; Real Estate and Finance

• VP of Real Estate career treks, Co-chair of Wharton RE Conference for developing markets’ panel
• Leadership Venture to Antarctica, Active member of Real Estate, Private Equity and Road Runner clubs

UNIVERSITY OF TEXAS
Austin, TX · 1999 - 2003
Bachelors of Arts; Computer Sciences

• Founder and VP of Association of Technology Consultants and Tread-a-Thon athletic event
• Internships with IBM (Business Development) and Deloitte Consulting

EXPERIENCE

BEACON CAPITAL PARTNERS
Boston, MA · June - Aug 2009
Summer Associate

• Underwrote office deals ranging from $150m - $450m in Boston, Washington DC and London
• Analyzed credit quality for potential tenants by looking at financial performance, industry trends and analyst reports
• Developed REIT comparison tool that compared QOQ trends for implied cap rates, leverage, price/sft, etc.
• Recommended research tools by conducting cost-benefit study across 40+ information providers

PENINSULA LAND LTD
Mumbai, India · May - June 2009
Development Associate

• Internship spanned 3 divisions - Development Management, Sales and Costing & Scheduling
• Assisted in creation of detailed 4 year development plan for 14 acre residential development in Goa
• Observed on-site development activities - contractor management, contingency planning, supplies management, etc.
• Developed SWOT analysis focused on individual departments and presented to CEO

WALTON STREET CAPITAL
Mumbai, India · Feb - July 2008
Aquisitions Analyst

• Underwrote development, management and recapitalization of $200m mixed use India portfolio
• Worked closely with development partner on activities such as construction schedules, sales, etc.
• Made significant improvements to pro-forma template used for all Indian development projects

DELOITTE CONSULTING
San Francisco, CA · 2003 - 2007
Analyst - Senior Associate

• Offered 100% tuition reimbursement and guaranteed job-offer post MBA, extended to 5% of consultants
• Consistently ranked in top tier of peer group, recipient of Applause Award 3 years in a row
• Led technology implementation projects worth $10 - $110m, managing technical teams of 5 – 20 members
• Co-led sales activities i.e. developing pitch books and road shows, resulting in $100m+ of new business

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Investment Banking

Interested in a job/internship in:

• Asia
• Asia-Pacific
• California
• Europe
• Northeast USA
• Northwest USA
• Southwest USA
• West Coast USA

Manage personal real estate portfolio since 2005, with residential and commercial assets in India and US Skiing – skied on 3 continents, Running – completed 2 half-marathons, Wine enthusiast

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009 - 2011
M.B.A.; Real Estate and Finance

• Volunteer at Zell Lurie Real Estate Center
• Co-chair of Emerging Markets – Latin America panel at Wharton Investing Conference
• Equity Research Analyst for Wharton Investment Management Fund
• Member of Wharton’s Real Estate, Investment Management, Private Equity, Jewish and Whalasa Clubs

ESCOLA POLITECNICA, UNIVERSITY OF SAO PAULO
Sao Paulo, Brazil · 1997 - 2001
B.S. in Industrial Engineering; Industrial Engineering

• Top 10% of class, worked on average 25 hours per week while attending school full time
• Elected as representative of Industrial Engineering student committee to enhance Engineering course curriculum

EXPERIENCE

CYM EMPREENDIMENTOS IMOBILIARIOS
Sao Paulo, Brazil · Summer 2009
Summer Intern

• Oversaw development of investment prospectus and supporting analysis on residential property, which successfully attracted $10 million in debt financing
• Planned and directed implementation of system to monitor residential developments under different Special Purpose Entities
• Performed feasibility analysis and modeling of two $20 million Real Estate properties in East Sao Paul

SANTANDER BANK
Sao Paulo, Brazil · 2007 - 2009
Portfolio Manager, Proprietary Equities Trading Desk

• Managed portfolio of $300 million in Latin and North American stocks, and led four analysts and traders in one of top 5 Proprietary Equities Desks in Brazil
• Performed pricing analysis and participated in successful negotiations for acquisition of $500 million new headquarters of Santander Brazil
• Monitored banks’ largest investments in private companies and evaluated alternatives after unsuccessful IPO of a Commercial Real Estate Company

SANTANDER BANK
Sao Paulo, Brazil · 2002 - 2007
Head, Relative Value Macro Proprietary Trading Desk / Trader / Analyst

• Assigned to Relative Value Macro Desk as youngest head of trading desk in Santander’s history, tripled previous profit record by investing in foreign assets and redesigning its long term strategies
• Improved department’s relationship with foreign funds by representing the Proprietary Desk at business events in Latin America and US, that led to increasing profitability in investments in American stock and bond markets
• Designed and executed proprietary investments with currencies, bonds, options and Credit Default Swaps to consistently surpass established yearly targets

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• California
• Central/South America
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• West Coast USA

| Positions: Founding member of Fundo Jovem Tzedaka since 2002 (charity fund for underprivileged students, supported by young workers) | Certifications: CFA charter holder since 2005; member of CFA Institute, CFA Society of Brazil | Languages: Portuguese (native), Spanish (fluent), French (advanced) and Hebrew (novice)

EDUCATION

US NAVAL ACADEMY
Annapolis, MD · 1997-2001
Bachelor of Science; Mechanical Engineering

• Member of Pi Tau Sigma, Mechanical Engineering Honor Society.
• Company Commander, Company Drill Officer
• Crest Committee (VP), Glee Club, Crew, Silent Drill Team, FIRST Robotics Competition.

OLD DOMINION UNIVERSITY
Norfolk, VA · 2005-2006
Master of Science; Engineering Management

• Completed degree at sea while maintaining full work responsibilities. Earned 3.91 GPA.

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Master of Business Administration; Finance

• Member of Wharton’s Entrepreneur, Real Estate, Finance, Boxing, Investment Management and Brewmasters Clubs.
• Wharton Veterans Club VP of Admissions and Volunteer Admissions Committee participant.
• Teaching Assistant for Entrepreneurship Through Acquisition.
• Wharton Entrepreneurial Fellow

EXPERIENCE

US NAVY
Kings Bay, GA and Bangor, WA · 2001-2006
Nuclear Submarine Officer

• Led 45-person, cross-functional team in maintaining quality control during repairs on hull-integrity and high-energy systems worth nearly $1 billion and vital to the sea-worthiness of the submarine.
• Cleared Top Secret, SCI and trusted with maintenance of the ship’s nuclear launch order decoding systems.
• Selected as the primary watch-team leader for evaluations because of an aptitude for making quick and effective decisions during combat simulations and nuclear casualty drills.
• Implemented improved, sub-wide, QA training regime by designing curriculum, presenting subject matter, administering examinations and monitoring divisional training. Reduced maintenance deficiencies 40%.
• Culminated 3 years of self-study by achieving certification as Nuclear Engineer by Naval Reactors. Highest grade in class.
• Trained and led the ship’s Emergency Action team, successfully completing 6 strategic launch evaluations with no errors.
• Created strategic communications plan for critical long-distance change of home port by researching publications and interviewing experts. Implemented plan to maintain 100% communications connectivity during the voyage.

BARCLAYS CAPITAL
Morristown, NJ · 2006-2008
Client Valuations Manager

• Initiated campaign to improve accuracy and timeliness of pricing by interviewing FI-trading managing directors and working with traders. Findings resulted in the creation of a project team to overhaul Barclays’ pricing system.
• Managed a self-initiated, 5-month project to identify obsolete statements. Interacted with international clients and sales to reduce US statement count by 39% and pricing load on traders by 24%.
• Incorporated procedural improvements and Bloomberg API into the daily pricing process, streamlining statement preparation by 60% and allowing our team to operate with half the manpower of the London team.

DOCASAP.COM
Philadelphia, PA · 2009
Founding Partner

• One of three primary members of web start-up providing real-time, online doctor and dentist appointment booking, free of charge, for patients in the Philadelphia area.
• Developed sales plan, including brochures, lead lists, and CRM software, and signed 25 of Philadelphia’s premier dentists.
• Led marketing efforts by planning campaigns, slogans, and designing custom marketing materials.
• Communicated DocAsap’s value proposition to major Philadelphia-area healthcare businesses, meeting frequently to negotiate partnerships and alliances.
• Utilized contacts to create news coverage including interviews with major national publications and news outlets.
• Selected by Wharton Entrepreneurial Programs for the Ambassador of Entrepreneurism fellowship.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Design
• Development

Interested in a job/internship in:

• Northeast USA

• Possess Series 7, Series 63, and NJ Residential Realtor licenses. • C++, HTML, CSS, Photoshop, Flash, Publisher, FrontPage, Bloomberg API, Access, and advanced Excel. • Enjoy drawing, home construction projects, playing ragtime piano and bluegrass banjo, and following politics; Eagle Scout.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia · 2008-2010
Master of Business Administration Candidate; Major in Real Estate and Accounting

• Co-Vice President: Elected as Co-VP of Speakers Series and Product Tours for the Real Estate Club
• Teaching Assistant for Real Estate Entrepreneurship and International Real Estate Comparison (Prof. P. Linneman)
• Chair of Career Management and International Recruiting for cohort of 65 students
• Active member with the Private Equity, Sailing and Women In Business Clubs

ARISON SCHOOL OF BUSINESS, INTERDISCIPLINARY CENTER HERZLIYA
Herzliya, Israel · 2001-2004
Bachelor of Arts in Business Administration; Major in Finance and Marketing

• Top 5% of graduating class; Receiver of the Lauder Award for merit and Leadership
• Elected President of The Marketing Innovation Program and winner of the Red Bull Student Brand Manager Challenge

EXPERIENCE

FIRST CAPITAL REALTY (TSX:FCR)
Toronto, Canada · Summer 2009
Summer Associate- Corporate Finance, Acquisitions & Development

• Evaluated and carried out a $59 million unit offering (bought deal) with the Royal Bank of Canada. Prepared evaluation reports, cost analyses and tax implication research.
• Solved financial inconsistencies for the execution and public report of the Spin Off deal of Gazit America from FCR.
• Evaluated existing property and development investment opportunities in the Canadian retail market, creating excel models projecting property level NOI, taking into account macroeconomic and market specific factors and debt financing packages.
• Selected Experience:
• Langford Mall: 60K sq ft neighborhood mall in a prime location in Victoria, BC, anchored by a national tenant. Wrote investment committee memo detailing market overview, current real estate investment environment and analysis of financing packages.
• Urban Corp.: a mixed use project in the heart of downtown Toronto, including two residential towers and an enclosed street mall. Created possible income scenarios, modeled sensitivity analysis for cash flows, interest payment and revenue growth. Presented to senior management all possible risks and investment opportunities.

ADIG PROPERTIES- PRIVATE EQUITY
Durban, South Africa · June 2007-2008
Project Manager and Analyst, Real Estate Investment and Development Unit Trust

• Developed financial models, including valuation sensitivity and cash flows for a $245M real estate investment portfolio.
• Led and coordinated business and financial due diligence with senior bankers, government officials, attorneys and accountants. Successfully generated $1.2M tax deduction for a mixed residential and commercial property.
• Negotiated purchase agreements, leases, operating assumptions and compensations. Located and marketed properties to prospective tenants and investors.
• Selected Deal Experience:
• Led a $43M, 247 acres buy and leaseback of “KatoZulu Natal” industrial park to PetroSA.
• Managed development, resale and title registration of center city mixed residential and commercial property ($5.6M)

THE ISRAEL DEFENCE FORCES
Israel · 1997-2000
Explosives and Ordinance Disposal Instructor, Engineering Corps

• Instructed demolitions and unexploded ordnance for IDF elite combat units. Led trainees under rigorous and stressful conditions to prepare for real-time combat situations.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Banking
• Development

Interested in a job/internship in:

• Africa
• Asia
• Asia-Pacific
• California
• Canada
• Central/South America
• Europe
• Mid-Atlantic USA
• Northeast USA
• Southeast USA
• West Coast USA

Interests: ULI member, Snowboarding, scuba diving and traveling. Technical Expertise: Financial modeling, Bloomberg

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 8/2008-6/2010
MBA; Real Estate

• Professional Clubs: Real Estate (participated in club classes and Zell/Lurie Center events); Media & Entertainment.
• Wharton Graduate Association Academic Executive Director. Principal liaison between students, faculty and administration.
• Rebuilding Together House Manager. Lead home renovations in low-income Philadelphia neighborhoods.

WILLIAMS COLLEGE
Williamstown, MA · 9/2000-6/2004
BA, cum laude; Political Science

• Senior Executive Editor, The Williams Record. Oversaw story development, editorial writing and newspaper production.
• Gargoyle Society member. Selected for 15-member committee tasked with developing major new initiatives for College.

EXPERIENCE

NEW YORK CITY ECONOMIC DEVELOPMENT CORPORATION
New York, NY · 6/2009 - 8/2009
Intern, Transaction Services Group

• Real Estate Development
• Modeled affordable and student housing scenarios using DCF analysis; conducted site and market research by contacting brokers and developers for comps; and drafted a Request for Proposals for a City-owned property in Queens. Analysis led EDC to delay the request for proposals and pursue alternative strategy.
• Developed and presented a ground lease renegotiation strategy. The tenant, a local development corporation, managed a 25,000SF office and retail property. Used DCF analysis to calculate NPV’s of proposed air rights, property exchange, and lease adjustment strategies. Proposed rework plan accepted by EDC project manager.
• Public Policy
• Participated in crafting a strategy for rezoning an industrial-zoned area of midtown Manhattan to allow for industrial conversions and the development of commercial property. Interviewed building owners and brokers, researched proforma neighborhood leasing economics, and coordinated with City agencies to build a master timeline.

MACNEIL/LEHRER PRODUCTIONS
Washington, D.C. · 2006-2008
Associate Producer

• Strategic Planning & Project Management
• Collaborated with 10-person team to develop and successfully execute five live televised policy debates. Formulated topics; interviewed and selected debate teams; prepared debate questions; produced televised background reports for debates.
• Coordinated crew logistics and $2 million debate budget with executive producer. Acted as principal liaison between editorial, production and client teams on projects. Managed deliverable timeline to ensure on-time delivery of programs.
• Executed 18-day, 10-state reporting trip for \"Generation Next\" documentary RV reporting team, resulting in over 200 interviews. Selected as only member of original 6-person Generation Next team to remain at MLP for subsequent projects.
• Critical Analysis & Communication
• Co-wrote \"Generation Next: Speak Up. Be Heard.\" blog for USAToday.com while traveling (approx 20,000 unique visitors).
• Wrote and produced Peabody Award-nominated NewsHour segment, \"Generation Next Changes the Face of the Workplace.\"
• Developed branding and editorial strategy that leveraged Miller Center\'s reputation as research center on the Presidency.

NBC NEWS
Washington, D.C. · 2004-2006
Production Assistant, Nightly News

• Facilitated story development and execution for Nightly News correspondents, producers and control room personnel.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Banking
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA

Skills/RE Classes: Excel Modeling for RE Analysis; RE Investments; Advanced RE Investments (expected); Argus. Captained 20-member Washington-area frisbee team for three seasons (2005-2008). Interests: Fly-fishing (salmon & trout); tennis; politics; grilling and cooking; exploring New York City.

EDUCATION

UNIVERSITY OF PENNSYLVANIA
· 1999-2003
Bachelor of Arts; Communications

• Deans List 2002, 2003

THE WHARTON SCHOOL
Philadelphia · 2009-2011
MBA; Real Estate

• Vice President of The Real Estate Club

EXPERIENCE

MARCUS & MILLICHAP REAL ESTATE INVESTMENT SERVICES
Brooklyn NY · 2006-2009
Investment Associate

• 2006 Pace Setter Award
• 75 Million in Investment Sales

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Central/South America
• Northeast USA

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 08/2009 to 05/2011
MBA

• Active Member of Wharton Social Impact, Real Estate, Consulting and Squash Clubs
• Participant in the Wharton Club of Washington, DC
• Participant in the Zell/Lurie Center and International Volunteer Program

UNIVERSITY OF VIRGINIA
Charlottesville, VA · 08/1998 to 05/2002
B.A. with Highest Distinction; History / Political Science

• Inducted into Phi Beta Kappa & Dean’s List all eight semesters (GPA: 3.85)
• Honored as the top undergraduate in the Corcoran Department of History
• Recognized with the P.U.M.P.K.I.N. Society Award for contributions as a resident advisor, ESL instructor and mediator
• Attended under the Jefferson Scholarship, a full four-year, merit-based award

EXPERIENCE

CRITERION VENTURES LLC
Haddam, CT · 08/2008 to 07/2009
Financial Analyst & Project Manager

• Entrepreneurial Advisory Firm & Incubator Dedicated to Identifying and Solving Social Problems
• Instituted financial modeling standards and analyses to assess prospective ventures’ financial sustainability
• Supervised team of three colleagues during social venture capital, foundational grant and other funding proposal processes
• Increased seed funding 200 percent for Criterion’s financial services initiative for the cash market of healthcare

LEHMAN BROTHERS REAL ESTATE PRIVATE EQUITY
New York, NY · 08/2006 to 07/2008
Associate

• $2.4B Equity and $1.2B Mezzanine Funds Focused on Acquiring and Developing Real Estate Globally
• Analyzed acquisitions, developments, recapitalizations and LBOs, and closed class-high seven transactions totaling $400MM
• Advised senior leadership on potential investments in the retail sector, and coordinated new client relationships
• Mentored junior staff on all aspects of the mezzanine investment process, chiefly financial modeling and legal documentation
• Promoted from analyst to associate, and received an offer to advance on a track to Fund Principal

CITIGROUP CORPORATE & INVESTMENT BANK
New York, NY · 01/2004 to 07/2006
Analyst, Real Estate & Lodging Investment Banking Group

• Global Platform Offering Capital Markets and M&A Advice for Public and Private Real Estate Companies
• Prepared all advisory and deal materials, including corporate analyses, board presentations and offering memoranda
• Directed several accounts and led teams of 10+ executives following senior bankers’ departures in April 2005
• Executed analyst-high 21 deals totaling $8.1B, helping group achieve #1 real estate underwriter in 2004 and 2005
• Earned highest tier ranking and bonus throughout analyst career

DIMITRIS PERROTIS COLLEGE OF AGRICULTURAL STUDIES
Thessaloniki, Greece · 09/2002 to 08/2003
Consultant & Volunteer Director of Student Life

• Non-Profit Sponsored Program in Agribusiness Catering to Refugee Students from Europe, Africa and Asia
• Guided College’s expansion strategy in conjunction with its accreditation as a three-year institution
• Proposed to Board of Trustees a phased development plan based on partnerships with foreign “feeder” colleges
• Conferred John Henry House Award for service as a residential advisor and basketball coach

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Mid-Atlantic USA
• Northeast USA
• I am particularly interested in the Washington DC metro area (including Virginia and Maryland).

Interests include Trekking to any beach, cooking fusion vegetarian, playing basketball (or trying any new sport that breaks a sweat) and reading Rohinton Mistry and Michael Lewis novels

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
MBA; Strategic Management & Real Estate

• Forte Foundation Fellowship selected by Wharton for exemplary leadership.
• Graduate Assistant creating community for a hall of 34 undergraduates and a house of >400 residents. Plan and lead monthly meetings. Plan and develop programming in diversity, arts, career, and lifestyle choices. Policy enforcement. Maintenance.
• Wharton Follies Lead Cast - actor/singer/dancer. One of 15 members selected from >1600 MBA students for this six-figure annual musical revue, one of the largest student-produced productions of any professional school.
• Clubs: Wharton Women in Business (Corporate Sponsor Concierge Leader), General Management, Finance, Real Estate, Entrepreneurship.

THE ELLER COLLEGE OF MANAGEMENT, UNIVERSITY OF ARIZONA
Tucson, AZ · 1995-1999
BSBA; Accounting & Finance

• Selected by faculty for William B. Barrett Award for Overall Achievement at graduation ceremony. 3.9 Magna Cum Laude.
• United Way Student Committee President and Founder. Beta Alpha Psi Vice President of Public Relations. Residence Hall Association Finance Director and Regional Delegate. Resident Assistant. Orientation Leader. Eller College Alumni Board.
• Phi Kappa Phi Award. AZ Regents Waiver. Paul and Elma Fannin, Wimberley Johnson, and Becker scholarships.

EXPERIENCE

INTRACORP COMPANIES
Newport Beach, CA · 2007-2009
Controller

• Led regional consolidation and strategy of accounting, finance, HR, and IT for Southern California and Hawaii offices.
• Performed as managing member for assets worth over $.5B with partners such as Goldman Sachs, JP Morgan, ING.
• Managed over 75 joint ventures and subsidiaries with a department of 8.
• Redesigned and implemented procedures to ensure compliance with policies, taxes, and US/Canadian standards.
• Managed and delivered monthly financials, business plans, daily cash flows, budgets, semi-monthly payroll, benefits.
• Produced recommendations and deliverables for contributions, distributions, draws, covenant requirements, and collections.
• Developed relationships with banks, lenders, partners, management companies, and consultants.
• Coordinated multiple external and partner audits; prepared tax return documents.
• Excellent performance evaluation leading to regional responsibilities. Early levels of CFO training.

LENNAR CORPORATION
San Diego, CA · 2006-2007
Controller

• Led accounting and finance team of 8 for San Diego Land Division and 10 Joint Ventures with partners such as Lehman Bro.
• Presented division performance to partners and at regular meetings with Lennar CEO, CFO, and other top management.
• Reorganized department and implemented procedures to ensure effectiveness and compliance with policies and standards.
• Managed and delivered monthly financials, business plans, cash flows, budgets, and payroll.
• Coordinated external and internal audits; prepared tax return documents.
• Promoted and received annual highest performance rating category available Nov 2006.

KB HOME
San Diego, CA · 2002-2006
Finance Manager

• Managed finance team for two of the company’s largest divisions. Hired, trained, and developed team; ran meetings.
• Wrote and managed business plans, cash flows, acquisition analyses, off-balance sheet financing, draws, profit-sharing.
• Researched and implemented new procedures to ensure compliance with policies and standards, including FIN 46, SOX.
• Promoted to Finance Manager after implementing new internal audit function. Vice President of Finance candidate.

EFUNDS
Scottsdale, AZ · 2001-2002
Senior Auditor

• Wrote, developed, and performed international financial, operational, and compliance audits throughout India, UK, and US.
• Performed special projects including controls implementation, fraud discovery, and financial reviews with upper management team.
• Recognized as Manager of Internal Audit.

PRICEWATERHOUSECOOPERS LLP
Phoenix, AZ · 1999-2001
Auditor

• Performed and led external and internal financial statement, 401K, acquisition, and compliance audits.
• Industries include: Technology, Health Care, Mining, Retail, Hospitality, Other.
• Clients include: Honeywell, CIGNA, Phelps Dodge, Corporate Express, CSK Auto, Wyndham Hotels.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• California
• Southern California

COMMUNITY LEADERSHIP: • Women in Business Board Member and Member 2005-9. Founded and orchestrated large event with SoCal MBA programs. • Building Industry Association Recruitment Committee Member 2006-7. • Arizona State University Guest Professor for Master’s Internal Audit course 2002-4. • Arizona School of Real Estate Student 2003. Completed coursework for Arizona Real Estate license. • Church Music and Drama Leader 2000-9. Founded drama team. Wrote, directed, and performed weekly. • United Way de Tocqueville Society 2007-9 and long-time volunteer 1980s-present. • Big Brothers Big Sisters “Big Sister” volunteering 5-25 hrs/month 2004-9. INTERESTS: • Travel: 10 European countries, India, Japan, Australia, Nicaragua, Costa Rica, Mexico, Canada, and around the US. • Acting: Professional, Screen Actors Guild-Eligible. National TV, film, radio, theater, and print work beginning at age 5. • Sports: Marathon running, tennis, cycling, hiking, backpacking, SCUBA diving, surfing, basketball, and rock climbing.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
Master of Business Administration Candidate; Major in Entrepreneurial Management and Real Estate

• Member of Entrepreneurship, Real Estate, Healthcare, Women in Business, and Roadrunners & Triathletes clubs
• Member of Zell/Lurie Real Estate Center
• Volunteering: Say Yes to Education, Volunteer Admissions Committee, and International Volunteer Program

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 1999-2003
Bachelor of Science in Economics; Major in Finance and Accounting, Minor in Hispanic Studies

• Active in Women in Business, South Asia Society (Marketing Chair), Accounting Society (Treasurer), Finance Club, Private Tutoring Center, and LEAP Volunteering
• Studied abroad Junior year at Universidad Pontifica Comillas de Madrid (ICADE) in Madrid, Spain
• Graduated Magna Cum Laude, Dean’s List, Cumulative GPA 3.8/4.0

EXPERIENCE

PRICEWATERHOUSECOOPERS LLP
New York, NY · 2002-2009
Real Estate Tax Manager (2007-2009), Senior Associate (2005-2007), Associate (2003-2005), Intern (2002)

• Performed tax consulting services, specifically advising on structuring of real estate funds; largest fund established raised $1.5B equity
• Managed team of 12 that performed tax compliance services, specifically preparing partnership, corporation, and Real Estate Investment Trust tax returns for multi-tiered domestic and international funds
• Performed due diligence testing; recently contributed to $3.3B portfolio acquisition by private real estate investment firm
• Presented project proposals; successful proposal led to $1.5M revenue in 2007 and $3M revenue in 2008
• Instructed on real estate tax technical topics to all levels within organization at national trainings and conferences
• Managed staffing schedule for 80 person group, improving employee retention by 15%
• Evaluated staff regularly, providing formal and informal feedback
• Mentored six tax associates, meeting regularly to discuss feedback and future development plans
• Leadership in the office: Women Ambassadors Committee, Real Estate Tax Academy, Thought Leadership Panel, Tax File Standard NY Leader, founded Real Estate Runners running club comprised of 12 members of real estate group

DELOITTE TAX LLP
New York, NY · 2001
Real Estate & Banking Intern

• Analyzed MicroCap Banking Industry to identify target clients; led to successful proposal and new $200K client
• Performed tax compliance services for Blackstone Real Estate, specifically focusing on international investments
• Created presentations on new IRA minimum distribution regulations for internal training

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development

Interested in a job/internship in:

• Asia-Pacific
• California
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

• Certification: Certified Public Accountant, New York State • Interests: Volunteering – volunteered at Big Brothers Big Sisters for 2 years mentoring high school student, meeting bi-weekly to discuss careers and college preparation; Running – completed Boston half marathon in May 2008; Travelling - traveled extensively throughout Europe and North America and throughout some parts of Asia • Skills: Proficient in Microsoft Office, FastTax, Superforms, Document Management System, LexisNexis, CCH, Westlaw, RIA Checkpoint, and BNA • Languages: Native speaker of Gujarati, Conversational in Spanish

EDUCATION

WHARTON SCHOOL OF BUSINESS, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2011
MBA; Real Estate

• -Active Member: Consulting, Real Estate, and Social Impact Clubs
• -Elected Position: Cohort Representative for Cultural and International Affairs

UNIVERSITY OF VIRGINIA
Charlottesville, VA · 1997-2001
Bachelor; Architectural History

• -Graduated with Honors; won Anna Hope Martin Prize for the top achievement in Historic Preservation
• -Selected for the Historic Deerfield Summer Fellowship in American Material Culture

BRYN MAWR COLLEGE
Bryn Mawr, PA · 2004-2005
Certificate; Non-Profit Executive Leadership

EXPERIENCE

URBAN LAND INSTITUTE
Washington, DC · 2007-2009
Manager, Advisory Services

• -Led 15 consulting teams, each composed of nine real estate executive volunteers, that advised public and private clients on real estate and land use issues; managed client relationships from marketing to completion; cultivated five new clients.
• -Managed programming for ULI’s Place Making Conference, which attracts 500-800 real estate professionals annually; created new in-the-field, interactive session formats which contributed to 10% attendance growth in 2007.

EAST PASSYUNK AVENUE BUSINESS IMPROVEMENT DISTRICT
Philadelphia, PA · 2006-2007
Executive Director

• -Developed a revitalization strategy for a business district with 200 businesses and 300 properties; secured $200,000 in start-up funding; recruited 45 volunteers and coordinated their work on four implementation teams.
• -Established a weekly farmers’ market, organized 15 major events that attracted over 5,000 visitors, and started a website which led to ten new retail business start-ups and 25+ media hits.
• -Led five entrepreneurs through the business start-up process, city permitting, and business planning.

FAIRMOUNT PARK HISTORIC PRESERVATION TRUST
Philadelphia, PA · 2002-2005
Executive Director

• -Crafted turn-around plan and raised over $500,000 to erase the deficit as the organization’s youngest-ever Executive Director; managed a $1.5 annual budget and handled business development responsibilities for restoration projects.
• -Directly managed rehabilitation of two National Historic Landmark buildings (total project value: $2.5 million).
• -Initiated public-private redevelopment deals for two buildings; managed existing properties ranging from houses to stables.

HISTORIC PRESERVATION CONSULTANT
Philadelphia, PA · 2001-2003
Consultant

• -Wrote National Historic Landmark nominations for the National Park Service and Old Saint Joseph’s Church.
• -Raised $375,000 for capital projects in Philadelphia’s Fairmount Park system.

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Banking
• Development
• Investment Banking

Interested in a job/internship in:

• Africa
• Asia
• Asia-Pacific
• California
• Canada
• Central/South America
• Europe
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

-Active Civic Volunteer: Initiated brunches and reading groups that engaged 100 young Philadelphians in activism around education and the arts; served on founding committee of Young Friends of the Philadelphia Preservation Alliance. -Board Member: Served on the boards of the American Swedish Historical Museum, Franklin Inn Club, Young Involved Philadelphia, Old Saint Joseph’s Historic Preservation Corporation, and Fund for the Water Works. -Sustainability Leader: Elected co-chair of the national ICLEI/STAR Sustainable Economic Development Committee; selected for the first class of Next American City magazine Urban Vanguards.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, Pa · Aug 2006-May 2010
B.S in Economics; Real Estate / Finance

EXPERIENCE

MEADOW PARTNERS
New York · Summer 2009
Investment Analyst

• Summer Analyst, Private Equity Real Estate
• • Performed analysis and participated in discussions regarding potential investments mainly focusing on class A office properties
• • Modeled transactions during early stages of diligence and audited existing models for later stage deals
• • Compiled comprehensive database of office buildings in Midtown Manhattan
• • Compiled database of distressed condominium projects in New York representing potential investment opportunities

KENTUCKY SCIENCE AND TECHNOLOGY
Lexington, Ky · Summer 2008
Business Research Intern

• Kentucky Enterprise Fund
• • Screened applications for state-funded venture capital fund
• • Analyzed potential investments and valued proposed projects
• • Constructed application profiles and independent reviews for all proposals
• • Presented research findings and delivered opinions on potential investments to superiors

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Investment Banking

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA

LEADERSHIP EXPERIENCE University of Pennsylvania Honor Council September 2008 - Present General Body Member • Work directly with Provost to promote academic integrity on campus • Currently designing program/video for New Student Orientation • 2009 High School Ethics Conference Co-Chair o Brought 100 local high school students to Penn to discuss integrity issues in their home schools o Organized full day program on academic integrity University of Pennsylvania Sailing Team August 2006 - Present Executive Board Member • Organize and lead weekly meetings regarding team training and campus involvement • Attend three-hour team practices three days per week • Manage $3,000 social budget on behalf of teammates • Earned 3rd Place individual finish in Fall 2007 McCurdy Open, DE Kappa Sigma Fraternity, Alpha-Epsilon Chapter January 2007 – Present Brotherhood Involvement Chair • Meet weekly with Executive Board to discuss potential activities and brotherhood involvement initiatives INTERESTS Cycling, Backpacking, Scuba Diving, Water-Skiing, Snowboarding • Completed Dewey Beach Sprint Triathlon to benefit local YMCA • Climbed Mt. Harvard (4th highest peak in contiguous United States) - Buena Vista, CO • Climbed Heaven’s Peak in Glacier National Park - Glacier, MT • Wharton Leadership Venture – Winter Appalachian Trail Hike to the Pinnacle Peak

EDUCATION

THE WHARTON SCHOOL, THE UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2009-2013 (expected)
BS; Economics

• Concentrations: Real Estate; Finance

SAINT OLAV HIGH SCHOOL
Stavanger, Norway · 2006-2009
International Baccalaureate

• Result: 43/45 points

ADDITIONAL INFORMATION

Program: Undergrad

Club Membership: Undergrad

Interests:

• Acquisitions
• Asset Management
• Development
• Investment Banking

Interested in a job/internship in:

• California
• Europe
• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

EDUCATION

THE WHARTON SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 09/2008-05/2010
MBA - Expected; Real Estate

• Active member of Wharton’s Real Estate, Private Equity, Women in Business and Family Business clubs
• Member of the Zell/Lurie Real Estate Center

DARTMOUTH COLLEGE
Hanover, NH · 09/2003-03/2007
BA; Government, Sociology

• President and Founding Member of the Dartmouth College Consulting Club; Student Director of the Office of Hometown News at the Dartmouth College Office of Public Affairs; Undergraduate Advisor

EXPERIENCE

PANTHER REAL ESTATE PARTNERS
Miami, FL · 03/2007-07/2007; 06/2008-08/2009
Vice President, Acquisitions

• Responsibilities included financial analysis and underwriting, market research, presenting investment rationale to Panther’s principals and equity and debt partners, conducting property level due diligence and preparing and executing asset management plans both full time from 03/2007-7/2007, 06/2008-09/2008 and 05/2009-08/2009 and part-time while attending Wharton
• Underwrote potential acquisitions and investments valued at $20M-$100M, including development deals, commercial, residential, retail and hotel acquisitions; analyzed potential acquisition targets including the purchase of existing bank debt with the intention to foreclose and the purchase of land for development, made recommendations to Panther’s principals on whether or not to place bids on these assets and at what price as well as drafted and submitted Letters of Intent
• Selected Transaction Experience: Participated in the launch of the Panther Real Estate Opportunity Fund, which has been established to take advantage of distress in the public and private real estate markets; responsibilities included preparing offering documents and roadshow materials. Spearheaded the launch of Eastern European fundraising efforts to attract international investors. Oversaw the financial analysis and reporting for a 395-unit condo hotel throughout its development and sell-out. Creatively applied asset management strategies to the lease-up and renovation of properties within the firm’s portfolio

MORGAN STANLEY
New York, NY · 07/2007-06//2008
Investment Banking Analyst, Financial Institutions Group

• Valued a wide range of clients including banks, thrifts, specialty finance firms, exchanges, and clearing houses for IPO issuances, private placements, mergers, and acquisitions by completing DCF analyses, public comparables analyses, and precedent transaction analyses; these valuations served as the basis for advising clients on strategic recapitalizations and restructurings
• Marketed valuations to clients by serving on a coverage team and creating and marketing pitch books which resulted in over 12 market transactions and advisory assignments for Morgan Stanley
• Selected Transaction Experience: Participated in the execution of six $400M+ follow-on equity offerings for two mortgage REITs (including two deals with $1B + aggregate value). Prepared offering memoranda and roadshow materials for two $300M+ follow-on equity offerings for a Private Equity Firm. Other deal experience includes the drafting and pre-launch of two $250M+ REIT IPOs and a $900M private placement for a new specialty acquisition vehicle

CORUM INVESTMENT
Miami, FL · 06/2003-03/2007
Founding Partner

• Co-founded a real estate brokerage specializing in income-producing, residential property and land sales as a full-time student
• Cultivated and maintained relationships with 80+ clients including private investors, landlords, absentee owners, commercial landowners, and corporate investors
• Negotiated employment contracts with sales associates and collected commissions on all properties bought or sold; remotely supervised and managed an office in Miami, including a team of twenty-one associates; traveled to FL from NH every two weeks

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Advisory/Consulting
• Asset Management
• Development
• Investment Banking
• Real Estate Law

Interested in a job/internship in:

• California
• Mid-Atlantic USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA
• West Coast USA

Interests: Politics, Art, Russian Culture, Travel, and Sports Positions: Member, 85 Broads Network; Member, Dartmouth College Alumni Association; Member, Urban Land Institute Languages: Native speaker of Russian and English; Proficient in French

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · 2008-2010
Masters of Business Administration; Real Estate and Finance

• Awarded merit-based Joseph H. Wharton Fellowship for outstanding leadership, professional, and academic achievements
• Fund Fellow, Wharton Investment Management Fund; Advanced Corporate Valuation Teaching Assistant (2008 – 2010)
• Active member of Real Estate and Investment Management clubs; Active Student Member of Zell/Lurie Real Estate Center
• Relevant Coursework: Corporate Finance; Real Estate Development; Real Estate Law; Taxes and Business Strategy and Advanced Real Estate Investments and Analysis

THE INTERDISCIPLINARY CENTER, ARISON SCHOOL OF BUSINESS
Herzliya, Israel · 2005-2008
Bachelor of Business Administration; Major in Finance; Minor in Risk Management; GPA 4.0

• Graduated, summa cum laude, 1st in Finance and 2nd in overall academic performance in class of 220 students
• Recipient of Dean\'s Berkowitz Scholarship for outstanding academic performance
• Selected for Caesarea Center for Capital Markets and Risk Management - top executive development program

EXPERIENCE

ROIZMAN DEVELOPMENT, INC
Plymouth Meeting, PA · Summer 2009
Development Team - Summer Intern

• Identified $14mm vertical expansion opportunity by starting solar energy system integrated company; Recommendations accepted by president of company
• Structured Pro-forma models for four projects and reviewed closing documents leading to cost savings of $450,000 (40% of deal value)
• Prepared bond and tax credit applications for 260 apartment units in New Jersey resulting with $30mm in tax credits and $9mm financing from New Jersey Housing and Mortgage Finance Agency

REAL ESTATE INVESTMENTS AND DEVELOPMENTS
Israel & Bulgaria · 2000-Current
Investor

• Partnered with local developer to purchase vacant land for residential development.
• Preformed due diligence, raised capital, negotiated terms with banks, and sold parcels of land to individuals for a profit. Total value of deals – $10.5mm for 420 buildable residential units
• Purchased and manage two apartments in Ra\'anana, -1,500sf each. Negotiate terms with tenants regularly
• Former Franchisee of Aroma Espresso Bar – Negotiated full lease terms (25 years) with commercial real estate owner and negotiated interior renovation contract with architects and contractors

GENERIC TRADING OF PHILADELPHIA
Tel-Aviv, Israel · 2005-2006
Proprietary Trader, US Equities Desk

• Managed $1M portfolio; Created and maintained risk management platforms to insure diversification and reduced volatility
• Evaluated investment opportunities across industries through analysis of independent research reports
• Ranked in top 5% of 50 traders in the group; Compensated solely on performance

EUROPEAN BASKETBALL LEAGUE
Tel-Aviv, Israel · 1994–2004
Professional Basketball Player

• Played 3 years in Maccabi Tel Aviv and in other top teams in Israel; competed nationally and internationally against professional European teams in the Euroleague (European NBA Equivalent)
• Captained the National Team of Israel to its best achievement in 30 years - European Championship Quarter Finals, 2003; Nominated Team Captain on three teams
• Won Most Valuable Player of the League, 2001; All-League First Team, 2000; Rookie of the League, 1994
• European Champion – Won prestigious Euroleague Championship Title in 2004 with Maccabi Tel Aviv
• Three national championships with Maccabi Tel Aviv; Recipient of Prime Minister Excellence Award in Sports, 2004

ISRAEL DEFENSE FORCES
Herzliya, Israel · 1994 – 1996
Sergeant in a training unit for high ranked commanders

• Worked with top commanders to strategize unit’s logistics needs;
• Oversaw unit’s ammunition division (four soldiers under direct supervision)

ADDITIONAL INFORMATION

Program: MBA

Club Membership: MBA

Interests:

• Acquisitions
• Asset Management
• Development

Interested in a job/internship in:

• Mid-Atlantic USA
• Mid-West USA
• Northeast USA
• Northwest USA
• Southeast USA
• Southwest USA

Community Initiatives: (1) Coached basketball team of underprivileged kids from disadvantaged neighborhoods (2006 – 2008); (2) Initiated yearly fundraiser to provide immigrants basic food for Passover – raised $35,000 (2004 – 2006); Columnist at YNET, Israel leading news website, and commentator on Israeli National Television, 2008; Interests: Pilates, travel, psychology, basketball and poker

EDUCATION

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Fall 2008 - Present
Masters in City and Regional Planning; Development

• President, Penn Design Real Estate Club, http://www.penndesignrealestate.com
• Teaching assistant for Asuka Nakahara\'s 2nd year MBA Real Estate Development Course
• Semester-long, real time planning project for client, New Kensington CDC. Creating an economic and physical development plan for Philadelphia\'s severely distressed Port Richmond Waterfront. Extensive market research and feasibility analysis.
• Wharton Coursework: Real Estate Development, Real Estate Law, Corporate Finance, Urban Fiscal Policy

UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA · Fall 2005 - May 2009
Bachelor of Arts; Urban Studies

• Sub-matriculated into masters program during the fall of my senior year in addition to completing a thesis
• Completed all courses for masters level Certificate of Real Estate Development, courses in Wharton, City Planning and Architecture

EXPERIENCE

ALLAN DOMB REAL ESTATE
Philadelphia, PA · Summer 2009
Intern/ Mentee

• Rotating through Allan\'s office, controller\'s office, property management, leasing
• Exposure to asset management, brokerage, marketing
• Recovering delinquent rent from commercial and residential tenants, attending commercial leasing appointments

HOWARD KOZLOFF
Philadelphia, PA/ New York, NY · Summer 2009
Research Assistant

• Researching growth management techniques in resort towns for his upcoming book
• Assisted with Fall 2009 Wharton Real Estate Review article on resort development trends

XIO INC
San Anselmo, CA (Worked remotely) · Summer 2009

• Developing new, strategies for a cutting edge machine controls system while conserving capital
• Finding reaching out to and maintaining relationships with potential investors
• Developed business plan and budget; established corporate identity

CB RICHARD ELLIS, CAPITAL MARKETS GROUP
Philadelphia, PA · Spring 2008
Intern

• Worked with Director of Capital Markets
• Provided support for 3 person group in debt and equity financing, and disposition and acquisition services for third party owned, income producing properties
• 50,000sf multi-tenant corporate center, Fairfax, VA: drafting loan memo, packaging deal
• Boulevard Hotel renovation, Miami Beach: Researching and reaching out to potential lenders

ADDITIONAL INFORMATION

Program: School of Design

Club Membership: School of Design

Interests:

• Acquisitions
• Asset Management
• Development