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