Manager Project Management
Resume:
Stephen M. Smeyak
Columbus, OH 43212 *******@*****.***
Professional Experience
Wachovia Securities Charlotte, NC and Baltimore, MD
Associate / Portfolio Manager, Middle Market March 2008 - August 2009
Capital Group
< MMC is a third-party asset manager with approximately $850 million
of assets under management and is responsible for managing
Wachovia's proprietary Collateralized Loan Obligation (CLO) fund
business.
< MMC originates and sources middle-market loans as the primary
collateral for its CLO vehicles.
Portfolio Management and Financial Analysis
< Managed portfolio of loan assets including monitoring monthly
financial and operating performance and maintaining day-to-day
relationships with borrowers and financial sponsors.
< Reviewed and negotiated amendments and restructuring requests with
clients.
< Evaluated new investments opportunities based on key business
information and emerging trends and made recommendations for
inclusion into MMC's CLO funds.
Project Management
< Team lead responsible for design and implementation of new
financial reporting system developed to capture, analyze, and
present critical performance metrics.
< Identified business requirements, led design and development work,
and coordinated implementation with business and technical teams.
Associate, Technology & Services Investment Banking / Leveraged 2005 - March
Finance 2008
Strategic and Financial Analysis
< Extensive financial analysis, modeling, accounting, and valuation
experience.
< Lead associate-level team member on various M&A and capital raising
mandates.
< Drafted key transaction marketing materials including lenders
presentations and offering memoranda.
< Analyzed sectors to establish market opportunity, strategically
position clients, and evaluate M&A targets.
< Maintained and enhanced database of relevant M&A deals.
Leadership and Training
< Analyst staffing coordinator for Technology & Services group.
< Selected by group head to be the group's liaison and instructor for
bank-wide off-shoring effort. Trained new hires on Wachovia
processes and systems.
Citrix Systems, Inc. San Mateo, CA and Ft. Lauderdale, FL
Principal Consultant, Senior Consultant, and 1999 - 2003
Consultant
Project Management and Teamwork
< Guided clients through strategic IT decisions based on best
practices and business requirements.
< Managed multi-disciplinary teams ranging in size from three to ten
members.
< Successfully led teams in international settings in Australia and
Korea.
Communication and Client Relationship
< Recognized as one of two top consultants in 2002 for outstanding
client service.
< Worked extensively with stakeholders at all levels including
executives, technical staff, and end-users.
< Built and maintained positive client relationships generating
additional sales and consulting work.
Education
Carnegie Mellon University Pittsburgh, PA
Master of Business Administration with Honors - Finance and May 2005
Strategy Concentrations
< GMAT 740; Awarded MBA Merit Scholarship based on academic and
personal credentials.
< Selected by "Writing & Decision Making" professor as a teaching
assistant for first-year course.
University of Florida Gainesville, FL
Bachelor of Science - Mechanical Engineering with Honors (GPA: May 1999
3.8 / 4.0)
< Varsity Track and Cross Country Team Captain (1998 and 1999)
< Academic All-American Honors (1999) and All-Conference Honors (1998
and 1999)
Other
Computer Skills: Advanced knowledge including MS Office Suite, Hyperion,
Access / SQL, and Visual Basic
Hobbies: Organic Farming, Habitat for Humanity, Endurance Sports,
Sailing, Skiing, Surfing
Professional Licenses: Series 7 and 63, Microsoft Certified Systems
Engineer and Solutions Developer
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