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