Sales Manager

EDEN ROC CAPITAL, New York, NY **** - Present

Managing Director

. Partner of private equity firm specializing in the Industrial, Banking,

and Real Estate sectors

. Lead relationship manager responsible for analyzing and originating

domestic and international investment opportunities, including equity

and fixed income investments

. Oversee deal structuring analyses including comparable company analyses,

industry and company research, distressed alternatives, and acquisition

hedge and financial modeling

. Conduct financial underwriting services and market analyses of

investments, including sales and restructurings of investments and

entities and coordinated financing / capital raising with principals and

coordinate with agents to locate strategic buyers

. Negotiate and draft letters of intent and L.P. agreements for private

equity investments, review and approval of all credit requirements, and

manage due diligence reviews

. Design business plans, marketing plans, revenue models, and economic

plans/forecasts

UBS INVESTMENT BANK, New York, NY 2004 - 2007

Investment Banking, Executive Director

. Oversaw qualitative and quantitative deal structuring analyses including

acquisition hedge and financial modeling, comparable company analyses,

industry and company research, and distressed alternatives

. Lead banking team on all deal-related tasks including origination,

financing, senior C-level and partner level relationship management, as

well as structuring and marketing of financial risk management ideas

. Worked with CFOs, CEOs, and Treasurers managing interest rate, FX,

credit, inflation, liquidity and equity risks making extensive use of

derivative products and develop extensive models for analysis and

improvement

. structuring and execution of FX, commodities and interest rate hedges

. Prepared credit approval requests for individual deals; as a senior

member of the global UBS new business approval committee, acquired

approvals for deal related risks

. Headed four person team in New York, London, and Asia providing cross-

border risk management advice to the firm's M&A clients, including

strategic hedging, accounting considerations and restructuring

alternatives

. Head of the Fixed Income department's structured products marketing

effort and domestic sales force

. Extensive relationships with financial institutions including:

Blackstone, Carlyle, Clayton Dubilier & Rice, Hudson Advisors, JW Childs,

KKR, Madison Dearborn, Ripplewood, TowerBrook, Texas Pacific Group,

Warburg Pincus, as well as individual portfolio companies

LEHMAN BROTHERS, New York, NY 2002 - 2004

Sales & Structuring, Vice President

. Developed senior account relationships with emphasis on M&A and strategic

risk management advisory solutions covering financial institutions,

corporations, and power & energy companies

. Top revenue producer: generated new transaction opportunities, developed

risk management strategies and structures, capturing extensive new

business and executing multi-billion dollar trades

GOLDMAN SACHS & CO., New York, NY 1999 - 2001

Sales and M&A Advisory, Vice President

. Senior sales manager responsible for designing and developing client

acquisition plans, including hedging and trading strategies for clients

and cross-border M&A deals

. Extensive client book of super-league relationships with multinational

institutions, private equity sponsors, and corporations, making extensive

use of options and structured interest rate products

. Head of the department's eCommerce marketing effort and domestic sales

force

CITIGROUP/SALOMON SMITH BARNEY, New York, NY 1997 - 1999

Global Head of Cross-Border Risk Management, Vice President

. Manager of sales team covering super-league relationships with

multinational institutions and private equity sponsors, responsible for

five-fold increase in annual sales revenue, tripling existing client

base, and highest sales revenue producer in Foreign Exchange

. Negotiated commitment letters and transaction acquisitions, provide

detailed financial analyses and risk models, and design and

implementation of M&A risk management strategies

. Full 'inside-the-wall' authority within M&A, Investment Banking and Debt

Capital Markets

JP MORGAN CHASE, New York, NY and Milan, Italy 1991 - 1996

Corporate Foreign Exchange Sales Team Leader, Vice President

. Developed account relationships with emphasis on new client development

covering domestic and multi-national corporations across all industry

groups; highest revenue

WILLIAM E. SIMON & SONS, INC., Morristown, NJ

1988 - 1989

Merchant Banking, Associate Vice President

. Developed, restructured and managed portfolio of distressed S&L

investments in conjunction with the RTC

ARTHUR YOUNG & COMPANY, Saddle Brook, NJ

1983 - 1988

Audit, Manager

. Responsible for managing all aspects of audit and consulting engagements

EDUCATION

New York University, Leonard N. Stern School of Business, NY, NY

MBA Finance / International Business

Fairleigh Dickinson University, Teaneck, NJ BS

Accounting, Summa Cum Laude

OTHER INFORMATION

CPA; Series 7 & 63; Italian (fluent); French (conversational); access to EC

work permit and passport

Select Client Size Year Description

Transactions

Eden Roc Capital $MM

Starlight Management $50 2008 Initial acquisition (USA)

(USA)

Lancaster Resources $100 2007 Reverse merger and reorg. (USA)

(USA)

UBS $MM

CVRD (Brazil) $17,600 2006 Acquisition of Inco (Canada)

Iscar (Israel) $5,000 2006 Sale to Berkshire Hathaway

(USA)

Hilton Hotels Corp (USA) $5,800 2005 Acq. of Hilton International

(UK)

CVRD (Brazil) $800 2005 Acquisition of Canico (Canada)

Kinder Morgan (USA) $2,000 2005 Acquisition of Terasen (Canada)

Heinz (USA) $350 2005 Acq. of a division of Danone

(France)

KKR (USA) $450 2005 IPO of MTU Aerospace (Germany)

Fairmont Hotels (Canada) $1,600 2005 Acq. of Raffles Hotel

(Singapore)

KKR (USA) $2,000 2005 Acquisition of Masonite Corp

(Canada)

United Surgical Ptnrs $350 2004 Sale of United Surgical Ptnrs

(USA) (Spain)

Lhoist, S.A. (Belgium) $500 2004 Acquisition of Votorantim

(Brazil)

Lehman Brothers $MM

The Carlyle Group (USA) $2,000 2003 Acquisition of Fiat Avio

(Italy)

The Blackstone Group $4,000 2003 Acq. of TRW Automotive (USA)

(USA)

KKR (USA) $5,000 2003 Acquisition of LeGrande

(France)

L3 (USA) $124 2003 Acquisition of Wescam (Canada)

Pepsi Bottling Group $1,300 2002 Acquisition of Pepsi Gemex

(USA) (Mexico)

Madison Dearborn (USA) $3,300 2002 Acq. of Jefferson-Smurfit

(Ireland)

Goldman Sachs $MM

McCormick (USA) $400 2000 Acquisition of Ducros (France)

Global Crossing (USA) $1,700 1999 Acquisition of Racal Telecom

(UK)

Citigroup / Salomon $MM

Global Crossing (USA) $900 1999 Acq. of Global Marine Systems

(UK)

Japan Tobacco (Japan) $8,000 1999 Acq. of RJR International (USA)

Texas Utilities (USA) $10,400 1998 Acquisition of The Energy Group

(UK)

PacifiCorp (USA) $10,200 1998 Acquisition of The Energy Group

(UK)

PacifiCorp (USA) $10,200 1997 Acquisition of The Energy Group

(UK)

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