Manager Vice President

ROBERT LEWIS

*** ********** ***** ***** #* Ithaca NY 14850

530-***-****, ******@*******.***

Education CORNELL UNIVERSITY, Johnson Graduate School of Management Ithaca, NY

Master of Business Administration, May 2009

Old Ezra Finance Club; Alternative Investments Club; Private Equity Club

Elected Positions: Vice President, Career Action Group; Career Coach

UNIVERSITY OF SAN FRANCISCO San Francisco, CA

Bachelor of Applied Economics, August 2005

Self-funded tuition and employed full-time at Citigroup

Experience BARCLAYS CAPITAL Los Angeles, CA

Summer 2008 Investment Banking Summer Associate / Leveraged Finance / Financial Sponsors Group

Managed the creation, refinement, and analysis of financial models using LBO, trading comparables,

precedent transactions and contributions analysis techniques

Acted as lead associate on a live buy-side $625mm M&A transaction for a financial sponsor acquiring a

leading oil services company

Prepared memoranda, client presentations, and models for buy-side pitches in the consumer retail,

energy and financial services industries

2003-2007 CITIGROUP Sacramento, CA

Senior Relationship Manager / Middle Market / Commercial Business Group

Managed a $200mm commercial banking portfolio; generated $3mm profit per year

Originated senior secured credit facilities up to $50mm

Analyzed financial statements, authored deal thesis, negotiated covenants, coauthored credit agreements

and modeled pro forma financing options to recommend new credit situations to the credit committee

Successfully managed $15mm of distressed debt out of the workout department

Led the Central Valley Team to achieve 150% of the net profit goal in 1Q06 and 2Q06 as well as

ranking #1 in Northern California for 7 quarters

Managed the California post merger integration taskforce; designed the statewide marketing plan, deal

tracking system and customer relationship management system, improving PMI timeline by 4 months

2002-2003 WELLS FARGO BANK Sacramento, CA

Vice President / Commercial Loan Officer / Business Banking Group

Originated, underwrote, approved, and executed transactions up to $5mm

Ranked #1 among ‘02 class of new hires in California; exceeded first year net profit goal by 125%

Ranked #1 in the Northern California Division in 1Q03 and 2Q03

2000-2002 WEBEX COMMUNICATIONS (ACQUIRED BY CISCO SYSTEMS) San Jose, CA

Major Accounts Manager / Business Development / Major Accounts Division

Developed new client mandates and strategic partnerships in the Fortune 1000 segment

Pioneered a vertical markets strategy which increased FY02 revenues by 5%

Created an email marketing campaign which generated 20% of corporate sales in 3Q00

Won high profile deals, including Cendant, J&J, Alcatel, Reed Elsevier, Gentiva, and Sara Lee

Secured over $3.3mm in revenue in 10 quarters, accounting for 2% of firm revenues

1996-2000 BANK OF AMERICA Fremont, CA

Vice President / Team Leader / Small Business Banking

Promoted six times in three years, becoming the firm’s youngest Vice President at age 22

Managed eight commercial bankers while cultivating banking and lending relationships with leading

Silicon Valley companies with revenues up to $20mm

Grew the East Bay portfolio by 30% and increased profit by 25% in a 12 month period

Ranked #1 nationwide out of 500 while expanding portfolio by 300% ($110mm) at age 21

Moody’s Cash Flow Analysis, Consultative Sales Skills, Commercial Credit Training

Skills/Awards

Placed in the firm’s top 10 % in ‘05 and ‘06 performance reviews

Held Series 6 & 63 licenses with BA Investment Services ‘97-‘00

Recipient of the President’s Volunteer Service Award in ‘06

CFA Level I candidate

Personal

Presented 2 workshops for career search strategies to a group of 100 students

Provided individual career coaching to 30 students referred by the Director of Career Services

Organized and raised $40,000 for a 200 person event benefiting disadvantaged youth for SCA

Hobbies include managing personal investment portfolio, art, tennis and new technology

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