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