Management Real Estate
Resume:
First Year Resume Book
ABHINAV AGRAWAL
*** *** ***** *** ** Charlottesville, VA 22903 434-***-**** **********@******.********.***
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Awarded Batten Innovation Scholarship (merit-based full tuition scholarship);
GMAT: 730; AWA: 5.5
Member of Finance Club, Energy Club and Darden Capital Management Club
Nanyang Technological University Singapore
Bachelor of Engineering (Computer Engineering) and Minor in Business, June 2006
Awarded full scholarship (among top 50 from over 10,000 candidates)
Received First Class Honors (top degree distinction, GPA: 3.95). Dean's list holder (among top 5%)
President of NTU Apex Club (premier club for computer programming enthusiasts); spearheaded
initiative to extend training from top programmers to entire student population
Represented NTU as an exchange student at University of Strathclyde, UK; GPA: 4.0
EXPERIENCE
2007-2009 Credit Lyonnais Securities Asia (CLSA/Calyon) Singapore
Equity Research Associate (Oil & Gas)
Led a project across seven countries to create a unified platform for investment idea generation using
comparative valuations of over 300 energy stocks; Clients (fund managers) voted the team 1st in
Asiamoney Broker Polls 2008
Initiated the Asian coverage of a UK based oil & gas exploration company; first in the team to
prepare valuation models for Indonesian and Thai fiscal regimes to value 17 oil & gas assets
Co-authored two major sector reports Last Dance (bearish outlook for refiners) and Hard Numbers
(oil stock returns in 2007-08); reports generated additional revenue of $250,000 through new trades
Collaborated with global head of oil & gas research on industry outlook and coverage of three
Korean stocks with a total market cap of $18B
Sole Editor of Fuelling Asia, the flagship oil & gas weekly targeting over 700 institutional clients
Interfaced with CEOs and CFOs of refining and exploration companies to delve deeper on future
strategies and growth outlook
2006-2007 Credit Suisse Singapore
Financial Analyst (Credit Derivatives Product Control)
Evaluated trading moves and analyzed chief factors contributing to the daily P&L of up to $5MM;
resulted in net P&L impact of over $3MM annually
Managed a team of three to overhaul controlling systems for financial products transfer from London
to Singapore. Received Spartan Award for reducing the number of controllers needed to half
Performed independent review of pricing parameters and valuation methodology for structured trades
to ensure fair valuation of high-risk securities worth $400MM
Instrumental in starting a one-hour weekly training session for sharing knowledge between the
London and Singapore offices; eased deployment of three new products in Singapore
Headed an operational excellence project across P&L generation and price testing teams to
improve cross functional team efficiency; reduced turnaround time and cost by 50%
AWARDS
Led a team of five to win the Best Business Idea Award at the Entrepreneurial Competition held at
University of Strathclyde, Glasgow, UK
Won Best Undergraduate Project award amongst a total of 3000 projects for designing an
Interactive Laboratory that improved students laboratory participation by 50%
Honored as one of the top 30 students in India at the Indian National Mathematics Olympiad
PERSONAL
CFA Level III candidate for June 2010
Team Captain, Global Hunger Project, Credit Suisse; raised $20,000 from a bank-wide fund raising
drive in Singapore
Hobbies: singing (member of Cold Call Chorus at Darden), playing table tennis and traveling
BENJAMIN HAWS BLOOMFIELD
1008 Huntwood Lane Charlottesville, Virginia 22901 801-***-**** *************@******.********.***
EDUCATION
Darden Graduate School of Business Ad ministration Charlottesville, Virginia
University of Virginia
Candidate for Master of Business Administration, May 2011
GMAT: 700 Clubs: Finance, Private Equity, and Real Estate
Brigham Young University, Marriott School of Management Provo, Utah
Bachelor of Science in Business Management Finance, December 2005
Full academic scholarship(2005) Finance GPA 3.87 Cumulative GPA 3.47
Graduated in 34 months while working 20+ hours per week
EXPERIENCE
2007 - 2009 Dwellings - A Home Company, LLC Highland, Utah
Founder/Partner
Financial Analysis/ Accounting
Identified investment opportunities and ran valuation pro -forma s for 12 potential investments in
Park City, Utah and Scottsdale, Arizona Resulted in J/V investments of $20MM+ in 5 projects
Raised $2MM+ dollars for investment in luxury homes and land; achieved 27% ROI
Performed all accounting and tax preparation for $4.3MM luxury home building business
Project Management/Client Relationships
Managed 12 employees in the building process for six new luxury construction projects
Acted as general contractor and liaised with clients and subcontractors on each project
2007 - 2008 True North Academy, LLC American Fork, Utah
Client Advisor Trading Strategies
Teamwork
Taught advanced equity and equity option trading strategies in live and personal training sessions
Led a team that created educational materials for teaching equity and option trading strategies
2006 - 2007 UBS Financial Services, Inc. New York, New York
Associate Management Training
Analysis
Created strategic discussion materials and performed advisor lifetime value calculations for the
$500MM acquisition and integration of Piper Jaffray wealth management unit
Performed equity valuation analysis as a member of the equities research team
Created client marketing materials for structured products, equities, and fixed income sales teams
Selected from a pool of 45 peers to be business manager for CFO; received perfect final evaluation
Summer 2005 Goldman Sachs & Co. Seattle, Washington
Summer Analyst Private Wealth Management
Analyzed client portfolios and prepared asset allocation using Black -Litterman model
Interfaced with the equity and bond sales desks to create quarterly client portfolio reviews
VOLUNTEER
2006 - Present The Tilsit Orphan Education Fund Sovetsk, Russia
Board Member
Raised $50,000+ per year by creating a fundraising pipeline to aid orphans in higher education
2000 - 2002 The Church of Jesus Christ of Latter-day Saints Buenos Aires, Argentina
Volunteer Religious Representative
ADDITIONAL INFORMATION
Securities Licenses: FINRA Series 7, 66 (63, 65) Language: Fluent in Spanish Boy Scouts of America: Eagle
Scout Interests: Real estate, college sports, golf, running, mountain biking, aviation, and gastronomy
WILLIAM SPE CER BOICE
218 Harvest Drive Charlottesville, VA 22903 404-***-**** ********@******.********.***
EDUCATIO
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Elected Section B Career Development Center Representative
Building Goodness in April House Inspector
Member of: Consulting, Entrepreneurship and Venture Capital, and Energy Clubs
GMAT: 710
Thayer School of Engineering at Dartmouth College Hanover, H
Master of Engineering Management, June 2005
A collaborative program taught by faculty from the Thayer School of Engineering and the Tuck
School of Business
Bachelor of Engineering in Mechanical Engineering, June 2005
William F. Allyn 1958 Fellowship
Jackson Award for product initiation, design, and marketing work in Introduction to Engineering
GPA: 3.77
Colby College Waterville, ME
Bachelor of Arts in Economics, May 2004
Dual-Degree program through Thayer School of Engineering at Dartmouth College
Member of the Varsity Crew
EXPERIE CE
2007-2009 General Electric - Aviation Cincinnati, OH
Sourcing Program Leader, Engine Services Global Sourcing & Revenue Share Programs
Promoted to Sourcing Program Leader in nine months, 12 months ahead of average OMLP graduate.
Completed due diligence and built valuation models in support of $479 million of deal revenue,
enabling GE - Aviation to meet its cash goals for four consecutive quarters.
Provided sourcing support on cost reduction projects by negotiating contracts to establish pricing and
turn around time with vendors resulting in $2.5 million in savings.
Received highest possible performance rating (limited to top 20%) on every management review
since joining GE.
2005-2007 General Electric Aviation: Operations Management Leadership Program (OMLP)
GEnx Engine PI Program Engineer, Durham Engine Facility Durham, C
Set-up lean workstations by preparing all work instructions, equipment, and quality documentation
within ergonomic guidelines, budget, and schedule.
Customer Service Manager, Services Cincinnati Cincinnati, OH
Worked with customers to properly manage importing of hardware resulting in savings of $260,000.
Managed repair orders of six customers to ensure timely processing, delivery, and dispute resolution.
Supervisor, Coils & Transformers Cell, Unison Industries Jacksonville, FL
Provided production, technical, and quality leadership to 18 hourly and two salaried employees that
reduced past due sales orders by 70% and past due work orders by 10% over six months.
Developed an outsourcing process and managed a cross-functional team through execution phase.
Product Value Engineer, Structures Sourcing Cincinnati, OH
Lean Six Sigma: Green Belt certified by reducing the time to gain computer system access by 82%.
Managed hardware quality of three suppliers by approving and auditing their manufacturing process.
ACTIVITIES & HO ORS
US Patent No. 7,195,198 for a Helicopter Blade Emergency Detachment System
Finance Director for the Cincinnati Habitat for Humanity Young Professionals (2005-2009)
Eagle Scout: Boy Scouts of America s highest rank for leadership, moral character, and service
Interests: golf, water-skiing, reading, biking, running, and rowing
DANIEL J. BURTON
755 Walker Square, Apt. 4C Charlottesville, VA 22903 225-***-**** *********@******.********.***
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
GMAT: 680
Member of Darden Private Equity Club; Darden Military Association
United States Military Academy West Point, NY
Bachelor of Science, General Management, June 2002
Minor in Systems Engineering
Dean's List 2001-2002
Three-time varsity letter winner on NCAA Division I Soccer Team
EXPERIENCE
2003-2009 United States Army
Operations Officer, 2008-2009 Fort Riley, KS / Tikrit, Iraq
1st Combat Aviation Brigade
Developed and integrated unconventional techniques for gathering real-time intelligence in order to
prosecute immediate targets with rotary wing aircraft, reducing attacks on Coalition forces by 30%.
Company Commander, 2006-2008 Fort Riley, KS / Tikrit, Iraq
3rd Battalion, 1st Combat Aviation Brigade
Rated #1 out of 40 Company Commanders and recommended for Battalion Command ahead of all
peers for exceptional performance throughout combat operations.
Only Captain selected to command highly complex and dangerous, time sensitive target raids to kill
or capture numerous insurgent leaders; significantly reduced the enemy s ability to carry out attacks
on Coalition Forces.
Planned, resourced and executed pre-deployment training for over 50 soldiers, which resulted in the
highest UH60 Blackhawk operational readiness rate; 26% above Army standards.
Developed an innovative physical fitness training program that resulted in a 35% increase in physical
fitness test scores, a 100% pass rate and an organizational commitment to health and fitness.
Commanded aviation support to President George W. Bush following the devastating tornado that hit
Greensburg, Kansas, which provided aerial video footage capturing the enormity of the destruction
as well as hope to the people of Greensburg.
Brigade Personnel Officer, 2005-2006 Hanau, Germany
4th Combat Aviation Brigade
Executed all human resource management tasks and responsibilities associated with redeploying a
Combat Aviation Brigade from Germany to Fort Riley, Kansas, which resulted in the successful
move of over 1,500 soldiers and their families from nine different locations in Germany and Italy.
Personally carried out all tasks associated with deploying 37 soldiers to Pakistan following an
earthquake, which resulted in a 35% reduction in the time to fly aid to inaccessible areas.
Platoon Leader, 2003-2005 Baghdad, Iraq / Hanau, Germany
2nd Battalion, 501st Aviation Regiment
Commanded numerous air assault and quick reaction force missions during the early stages of
Operation Iraqi Freedom, which enabled ground forces to transition to security operations for the
people of Iraq.
Rated as the best platoon leader in the Battalion by the Battalion Commander.
ADDITIONAL INFORMATION
Awarded the Bronze Star Medal, two Air Medals, and the Meritorious Service Medal during two
combat tours in Iraq.
Active Member of the Wounded Warrior Project.
Avid golfer (14 Handicap); enjoy flying, Crossfit workouts, and historical non-fiction.
DREW R. CHAMBERS
1830 Candlewood Ct. Unit 101 Charlottesville, VA 22903 817-***-**** ***********@******.********.***
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Member of Finance, Private Equity, Energy, and Turnaround and Restructuring Clubs
Elected Section E Review Coordinator
Southern Methodist University Dallas, TX
Bachelor of Science, May 2005
Double Major: Mathematics and Management Science
GPA: 3.59
Awarded The Departmental Award by Engineering School Faculty (highest academic honor awarded to a
student in the Engineering Management, Information and Systems Department)
EXPERIENCE
2007-2009 Energy Future Holdings (formerly TXU Corp.) Dallas, TX
Lead Analyst, Strategic Planning
Modeled liquidity initiatives and potential debt exchange and buyback transactions while working with
leading investment banks to deleverage unregulated businesses and extend loan maturities; resulted in
amendments to credit agreement and $4B exchange offer.
Prepared five-year strategic plan and annual sponsor review presentations for senior management, financial
sponsors, and board of directors.
Supervised analysts conducting natural gas sensitivity analysis; analyzed cash flow and P&L impacts and
communicated results to senior leadership and financial sponsors.
Designed high-level model based on key operational and financial drivers (e.g. LIBOR, floating rate debt,
and customer count); model used for business and market assessment by senior management.
Senior Analyst, Strategic Planning
Managed team of analysts performing monthly consolidation of projected income statement, balance sheet,
and cash flow statement across three business units with over $4B EBITDA.
Forecasted cash flows for corporate treasury liquidity planning for unregulated businesses that hold over
$35B debt.
Composed monthly KKR Portfolio Management Committee Report and quarterl y Board of Directors
Operating Report benchmarking against previous periods and summarizing noteworthy variances.
Evaluated financial trade-offs embedded in strategic alternatives for $100M outsourcing contract; analysis
led to termination of contract with projected five year cost savings exceeding $25M.
Built regression model to improve accuracy of projected sale of receivables balances; presented results to
CFO and implemented change resulting in 10% improvement in monthly cash flow forecasting.
Analyst, Strategic Planning
Assisted team in development of bottoms-up, driver-based operating and LBO model used in the $45B
buyout of TXU by private equity groups KKR, TPG, and Goldman Sachs Capital Partners.
Solely responsible for operating and managing corporate planning model used to project operational and
financial assumptions for TXU s major business units.
2005-2007 Deloitte Consulting LLP Irving, TX
Systems Analyst
Selected by senior client leadership of nationwide construction services firm to assess satellite branches and
provide insight on potential operational improvement initiatives; presented business process solutions to
client.
Presented training materials to healthcare software sales force across the nation on the use and maintenance
of centralized customer database and pipeline management tools; awarded Applause Award for
outstanding client engagement performance.
Managed teams of over 15 cross-regional software developers to deliver customized software solutions.
PERSONAL
Hobbies include golfing, skiing, tennis, and cooking
Member of the Dallas Chapter of Young Professionals in Energy
Junior Achievement, Former Volunteer; Educated youth on entrepreneurship, business, economics, and
career planning (2005-2007)
PATRICK CANNON CLARK
510 McIntire Road, Apartment #9 Charlottesville, VA 22902 802-***-**** ********@******.********.***
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Member of Darden Private Equity and Finance clubs.
GMAT: 710.
Davidson College Davidson, NC
Bachelor of Arts in Spanish with additional concentration in Economics, May 2002
Cumulative GPA: 3.6, cum laude.
Awarded High Honors for year-long, 100+ page senior thesis project written and defended in Spanish.
Inducted into Omicron Delta Epsilon based on superior performance in Economics coursework.
Elected to Student Government Association and Activities Tax Council.
EXPERIENCE
2005-2009 Fidus Partners Charlotte, NC
Boutique merchant bank specializing in middle market merger and acquisition advisory services and junior
capital financing solutions.
Associate, Mergers & Acquisitions
Selected to fill first Analyst position in Charlotte office after firm s mid-2005 founding by former senior
executives of Bowles Hollowell Conner & Co.; earned direct promotion to Associate in July 2006.
Spearheaded key execution responsibilities throughout all phases of merger, acquisition, and divestiture
assignments for clients including financial sponsors, public companies, and private businesses.
Performed detailed valuation analyses utilizing leveraged buyout, discounted cash flow, and public and
transaction comparable methodologies.
Led preliminary due diligence; authored transaction marketing materials including offering memoranda and
management presentations.
Identified and contacted potential strategic and financial acquirors; coordinated buyer due diligence
inquiries and visits; participated in negotiation of purchase agreements.
Managed and mentored Analysts in formal deal team setting as well as through ancillary firm activities.
Implemented training program for new Analyst / Associate hires; delegated ownership of firm-wide Analyst
recruiting efforts across three offices.
Representative Transaction Experience
Advised Tomkins plc on divestiture of Stant subsidiary ($175 MM revenue automotive supplier) to H.I.G.
Capital.
Advised Tomkins plc on divestiture of LASCO Fittings subsidiary ($100 MM revenue building products
manufacturer) to Aalberts Industries N.V.
Executed sale of Zartic ($175 MM revenue food processor) on behalf of family shareholders to Pierre
Foods, a portfolio company of Madison Dearborn Partners.
2003-2005 Wachovia Capital Markets Charlotte, NC
Analyst, Defense & Aerospace Investment Banking Coverage Group
Developed comprehensive financial models used to value companies, evaluate acquisition and investment
opportunities, and assess the impact of various capital markets transactions.
Created presentations to provide corporate and private equity clients with acquisition and financing ideas.
Appointed to internal committee responsible for screening Analyst candidates from non-core schools.
Representative Transaction Experience
Executed $42 MM sole-managed follow-on equity offering for Aviall (aftermarket aircraft parts distributor),
a non-control investment of The Carlyle Group.
Completed $80 MM co-managed senior notes offering for Communications & Power Industries (defense
electronics manufacturer), a portfolio company of The Cypress Group.
2002-2003 Sanford for Governor / Office of the Governor Charleston, SC / Columbia, SC
Full-Time Volunteer (pre-election) / Aide (post-election)
Conducted research and analysis for senior staff of successful state-wide campaign against sitting Governor.
Advised First Lady on preventative health and wellness issues in preparation for launch of her Healthy SC
Challenge initiative.
PERSONAL
FAA-certified private pilot. Currently possess approximately 200 hours of flight time.
Avid outdoorsman. Enjoy fly fishing and competing in sporting clays tournaments.
ALEX KING DAVIDSON
107 W. Water Street, Apt 11 Charlottesville, VA 22902 C: 301-***-**** ***********@******.********.***
EDUCATION
Darden Graduate School of Business Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Awarded merit-based Darden School Scholarship.
Won merit-based Pension Real Estate Association (PREA) Scholarship.
Member of Darden Finance Club.
GMAT: 720.
Johns Hopkins University Washington, DC
Master of Science, Real Estate, December 2008
GPA: 3.8. Completed while employed full-time.
Washington and Lee University Lexington, VA
Bachelor of Arts, Economics, May 2004
EXPERIENCE
2007-2009 Clark Enterprises Bethesda, MD
One of the largest privately held companies in the Washington, DC area with holdings in real estate,
construction, venture capital, private equity, and other investments.
Investment and Development Associate
Managed all aspects of real estate acquisition and development, including financial modeling,
transaction analysis, predevelopment, entitlement, budgeting, construction, and design activities.
Worked on 12 projects valued over $800 M.
Underwrote complex acquisitions purchased by Clark or through joint ventures across all major
product types. Built financial models to analyze potential acquisition opportunities. Analyzed debt
and partnership structures, return waterfalls, and sensitivity tests.
Created investment memoranda and presentation materials. Presented opportunities to Investment
Committee consisting of CEO, President and other senior executives. Received approval for $26 M
invested in four real estate ventures in 2008.
Developed financing packages for potential lenders on new investments.
Cultivated relationships with brokers, architects, city officials, marketing professionals, construction
supervisors, and various consultants.
Led predevelopment and entitlement activities for $80 M student housing project.
Directed additional acquisitions and planning process for 90+ unit apartment development.
2004-2007 Opus East Rockville, MD
Real estate investment and development subsidiary of Opus Corporation.
Development Analyst
Acted as lead analyst on several high-profile deals. Provided real estate development team with
acquisition underwriting, financial analysis, site selection, development, and disposition analysis.
Participated in nine transactions worth over $500 M across all major product types.
Representative Transactions:
- $50 M office development for Lockheed Martin. Transaction awarded Washington Business
Journal s Northern Virginia Lease of the Year for 2007.
- $100 M office development in Southeast Washington, DC.
- $80 M headquarters building for major government agency. Transaction awarded Washington
Business Journal s Maryland Lease of the Year for 2005.
PERSONAL
Traveled to over 20 countries on 4 continents. Spent summer of 2009 surfing in Indonesia.
Owner of two investment properties in DC. Managed renovation and leasing.
Involved in real estate analysis and strategy execution with several non-profits including Jefferson
Area Board of Aging, George Mason University, and Spanish Education Development Center.
ELIZABETH T. DOVE
121 Cameron Lane Charlottesville, VA 22903 703-***-**** *******@******.********.***
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Member of Private Equity, Restructuring & Turnaround, and Finance Clubs, Darden Capital
Management and National Association of Women MBAs
GMAT: 700
University of Virginia Charlottesville, VA
McIntire School of Commerce; Bachelor of Science in Commerce, May 2006
Graduated with Distinction, Cumulative GPA 3.8
Concentrations in Finance and Management
Major in Psychology from College of Arts and Sciences
EXPERIENCE
2006-2009 Citigroup Global Markets Inc. New York, NY
Analyst - Transaction Execution Group (2008-2009)
Simultaneously managed five to seven investment grade bond deals in all stages of deal cycle,
ensuring seamless execution from mandate to close. Responsibilities included receiving all internal
approvals, coordinating due diligence, reviewing deal-related documentation, creating marketing
materials, closing the transaction and overseeing the flow of funds
Advised regional financial institution, which had grown dramatically through acquisition s, how to
structure recent financial results in marketing materials to meet regulator requirements and provide
potential investors with insight into the firm s financial health
Analyst - Leverage Finance Portfolio (2006-2008)
Analyzed portfolio companies future ability to cover debt obligations by researching industry trends,
evaluating recent financial performance, and discussing challenges with companies management
Built sensitivity models to test the ability of distressed companies to stay within financial covenants,
payback debt, and service interest when negotiating amendments to their credit agreements
Led initiatives to improve the quality of monthly reports sent to senior management regarding the
Leverage Finance Portfolio by improving the accuracy of data flowing through Citi s systems
Managed relationships with portfolio companies by servicing their needs or referring them to the
appropriate product partner, including handling amendments, cash management, letter of credit and
derivatives requests
Summer 2005 MarketBridge Consulting Bethesda, MD
Summer Analyst
Researched and identified retail banks areas of weakness for a major credit card company interested
in developing B2B relationships with and offering its analytical services to banks
Developed high level storyboard for the first of a speaker series by identifying an expert speaker on
baby boomers and tying his speech to segmentation services that the credit card company offered
retail banks in order to position the credit card company as a Thought Leader
Researched web-based meeting hosts and designed invitation and registration webpage for
relationship building events
Summer 2003 The Advisory Board Company Washington, D.C.
Marketing and Product Development Intern
Redesigned consulting workbooks used by hospitals to improve their efficiency in nurse recruitment
and retention and optimizing revenue cycle performance
Marketed company s research to organizations interested in health care best practices by calling
hospital executives and offering services of an Advisory Board director to speak at future events
PERSONAL
Equestrian Competitor, qualified for National Junior Medal Finals (1996-2001) and competed at
National Horse Show at Madison Square Garden (1999-2001)
Volunteer, Building Goodness in April, a Charlottesville Community Organization
Selected as Member of Jefferson Literary and Debating Societ y (Fall 2009)
ALEX DROZNIK
102 Ivy Drive Apt. 8 Charlottesville, VA 22903 917-***-**** **********@******.********.***
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Active member of Finance, Capital Management, Private Equity, and Restructuring clubs
GMAT 720
Leonard N. Stern School of Business, NYU New York, NY
Bachelor in Science, Finance Major, May 2004
Worked 20+ hours per week in finance-related jobs throughout education
St.-Petersburg University, College of Liberal Arts St. Petersburg, Russia
Study abroad, Literature & Linguistics, September 1998 - January 2001
EXPERIENCE
2005-2008 GE (General Electric) Capital New York, NY
Associate Loan Structuring & Syndication
Led strategic effort to develop the infrastructure and streamline deal approval processes of the
healthcare loan structuring desk; this effort positioned the desk to become the most profitable
unit at the firm
Brought over $30 million of income to the firm by marketing and selling over 20 leveraged
loan and mezzanine transactions
Won the Deal of the Quarter and Customer Satisfaction awards from GE Capital by
restructuring and selling a highly complex deal that involved a company in covenant default
Secured 100+ deals with GE internal credit committee by presenting compelling investment
thesis and structuring the best marketable terms for each deal
Promoted to associate level after 18 months on the job (typically, a 2 -3 year path)
2004-2005 BNP Paribas New York, NY
Analyst Loan Structuring & Syndication
Selected to be one of only two analysts to support 30+ structuring & syndication team
Drafted offering memorandums and investor presentations for variety of leveraged loan deals
Provided the deal team with timely and relevant market data
PROFESSIONAL LICENSES / LANGUAGES / CITIZENSHIP
Series 7 & 63 holder, GE Capital credit program trainee
Fluent Russian, conversational French and Spanish
U.S. Citizen
EXTRACURRICULAR ACTIVITIES / AFFILIATIONS / HOBBIES
Affiliate Program Manager at GovernmentAuctions.org, online consumer database site
Actively involved in project-based charities, such as RussianOrphans.org, DonorsChoose,
NY Cares, and Building Goodness in April
Enjoy playing soccer, skiing, horseback riding, and international travel
Nash A. Dykes
144 Ivy Drive, Apt. 2 Charlottesville, VA 22903 704-***-**** ********@******.********.***
EDUCATION
Darden Graduate School of Bus iness Administration Charlottesville, VA
Candidate for Masters of Business Administration, May 2011
Member of Darden Capital Management, Finance, Private Equity Clubs
GMAT: 720
Wake Forest University Winston-Salem, NC
Bachelor of Science in Analytical Finance, Minor in International Studies, May 2004
GPA: 3.4 (Cum Laude)
Dean s List seven of eight semesters
Co-Founder and President of the Calloway Business School s Finance & Investment Club
Board Member of Calloway Deacon Alumni Fund (2004 2006)
Foreign study in Vienna, Austria; Fall 2001
EXPERIENCE
2005 - 2008 Wachovia Capital Markets, LLC Charlotte, NC
Associate, Structured Credit Products
Promoted to Associate following 2007 year -end review
Managed $3.5 billion of committed bank capital across 15 credit facilities for 8 clients, including
daily communication with clients, semi-annual due diligence meetings, and coordinating legal
process for amendments and waivers
Agented $1.4 billion syndicated warehouse facility in response to client s REIT election; developed
sophisticated operating model customized for unique transaction structure, explained structuring
methodology to syndicate banks credit officers, and oversaw legal documentation process including
in-depth review of the primary offering document
Closed 2 CLOs for top-tier European mezzanine lender totaling over 1.7 billion; prepared term
sheets and initial underwriting materials, coordinated with London-based operations team, and
developed lender presentation for potential syndicate members
Negotiated transaction pricing and terms with clients in an effort to restructure existing warehouse
facilities during the 2007-2008 credit crisis
Conducted research and wrote report detailing intricacies of the Asian loan market for internal
credit department. Report culminated in credit approval for the team s first Asia -based transaction
Managed team of 4 India-based analysts, established servicing procedures, and developed quality
control framework for offshore analytical support team
Created and implemented Portfolio Risk Review template to identify credit performance tr ends
associated with team s $10 billion debt portfolio
2004 2005 Soles Brower Smith & Co. Greensboro, NC
Analyst, Investment Banking
Analyzed 4 distinct business units, conducted industry research, developed for ecasts, and assisted in
preparing report and recommendations for Board of Directors of a public textile manufacturer
Utilized discounted cash flow, public company comparables and relevant industry transactions to
perform valuation on 3 scrap processing companies prior to potential merger
Assisted in due diligence process and wrote offering memoranda to assist in auction process for
potential sale of New England-based lobster distributing company
PERSONAL
Level III Candidate for Chartered Financial Analyst program, passed Level II examination in 2009
Manage personal investment account, study financial markets and macroeconomic trends
Proficient in Microsoft Office, including Word, Power Poi nt and Excel financial modeling
Amateur golf: current handicap index of 2.8
MARK DOWNING FECHTEL, CPA
147 Harvest Drive Charlottesville, VA 22903 703-***-**** **********@******.********.***
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Member: Finance, Restructuring, and Private Equity Clubs
GMAT : 700
Washington and Lee University Lexington, Virginia
BS in Business Administration and Accounting with Special Attainments in Commerce, June 2005
Graduated Cum Laude; Major GPA: 3.7
National Merit Scholar, Francis P. Gaines Scholarship
Appointed to Order of Omega Greek Leadership Honor Society
EXPERIENCE
2005-2009 PricewaterhouseCoopers, LLP McLean, Virginia
Senior Associate, Transaction Services (2007-2009)
Served financial and corporate clients in buy-side and sell-side M&A financial due diligence process
involving target entities with $5MM to $50MM EBITDA; assessed quality of earnings, working
capital, and debt-like items, and reviewed valuation models and purchase agreements.
Coordinated reviews of tax and human resources specialists to enhance client service and provide
more complete diligence reports for two transactions.
Evaluated and reviewed data and content for white paper regarding nearly $38B of aerospace and
defense M&A activity from Q1 2007 through Q2 2008.
Fulfilled project manager role for Freddie Mac audit sub-team during 2008/2009 financial crisis;
budgeted for team of 75 people, regularly met with client management, and audited securitizations
for off-balance sheet eligibility.
Promoted to Senior Associate after less than one year in the Transaction Services group.
Associate, Audit/Attestation (2005-2007)
Audited, assessed internal controls, and performed other attestation procedures for Financial Services
industry public companies and their wholly owned subsidiaries; developed accounting and functional
knowledge of derivatives, corporate investments, and asset backed securitization.
Worked in diverse teams of three to over 100 members to complete seven audits and nine reviews
with annual fees of up to $73MM.
Conducted extensive interviews and interacted with client management regularly to assess company
status, internal control procedures, pending litigation, and fraud possibilities.
Coached and provided performance review for six associates, contributing to one s early promotion.
Analyzed industry team s client and staff metrics and survey results to advise managers and partners
on needed adjustments as member of implementation team that rolled out new industry alignments
and staffing methods within the Washington Metro office.
Primary clients: SLM Corporation (Sallie Mae) and Federal Home Loan and Mortgage Corporation
(Freddie Mac).
CERTIFICATIONS
Certified Public Accountant, Virginia certificate #35342
Member American Institute of Certified Public Accountants
PERSONAL
Avid golfer; played multiple Georgia state high school championships.
Assistant coach, McLean Little League baseball team.
In conjunction with other industry team leaders from PwC, organized and recruited participants to
raise nearly $5000 for the Cystic Fibrosis Foundation in the spring of 2007.
ADAM FITZER
136 Ivy Drive, Apt 2 Charlottesville, VA 22903 917-***-**** *********@******.********.***
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
C.W. Darden Scholarship Award Recipient - full-tuition merit-based scholarship
Passed all three levels of the Chartered Financial Analyst (CFA) examination
Darden Capital Management, Darden Finance Club, Outdoors Club
GMAT: 760
Leonard N. Stern School of Business New York, NY
New York University
Bachelor of Science in Finance & Management and Organizational Behavior, May 2005
Overall GPA: 3.8; magna cum laude
Dean s Honor Key Recipient - named to Dean s Honor Roll every eligible semester
Pi Kappa Alpha Fraternity - Alumni Relations Chair
International Business Exchange Program: Copenhagen Business School - Copenhagen, Denmark
EXPERIENCE
2008-2009 JPMorgan Chase & Co. New York, NY
Associate - Market Risk Coverage
Assessed, monitored and reported market risk for the High Grade and High Yield credit trading desks as
well as the CDO warehousing group
Used multiple risk metrics to quantify the P&L impact of changes in credit spreads, curve shape, interest
rate levels and recovery rates
Communicated daily with the front office to obtain updates on trade activity and presented findings to
senior management for discussion at weekly risk committee meetings
Worked with the trading desk to reduce large exposures and develop appropriate hedging strategies
Constructed dynamic models to analyze potential improvements to the Value at Risk (VaR) calculation
methodology for credit products in an attempt to capture both systemic and idiosyncratic risk and
minimize data quality issues
Ensured that positions were migrated successfully from Bear Stearns to JPMorgan s trading systems and
that risk was accurately captured throughout the transition
2005-2008 Bear, Stearns & Co. Inc. New York, NY
Vice President - Credit Trading Market Risk (2007 2008)
Monitored market risk and performed price verification on product inventory including corporate bonds,
loans, credit default swaps and CDS indices
Established desk-wide risk limits, tracked exposures relative to those limits and brought limit breaches and
other noteworthy positions to management s attention
Analyzed different P&L reserve methodologies and developed models to calculate these reserves as
efficiently as possible, leading to a 25% pricing reserve revaluation
Analyst - Credit Trading Market Risk (2005 2007)
Produced daily risk reports and commentary on position changes, gains/losses, and market moves
Ranked in highest tier of 2005 analyst class
2004-2005 Concordia Advisors New York, NY
Fixed Income Analyst Intern
Compiled historical data for Fixed Income Arbitrage Fund traders from multiple research services
Created automated reports to present data to traders and assist them in developing fund strategies
ADDITIONAL QUALIFICATIONS AND INTERESTS
Series 7 and 63 licensed
Strong MS Access, PowerPoint, and Visual Basic for Applications (VBA) programming skills
Proficient in Bloomberg Professional, Capital IQ, BondStudio, and Wall Street Office
Interests include skiing, poker, freshwater aquarium fish, running (completed the Staten Island
half-marathon), and world travel (Western Europe and Southeast Asia)
JON MICHAEL FRIAR
1575 Brown's Gap Turnpike Charlottesville, VA 22901 917-***-**** ********@******.********.***
EDUCATION
Darden Graduate School of Business Ad ministration Charlottesville, VA
University of Virginia
Candidate for Master of Business Administration, May 2011
Sydney F. Small Fellowship. Merit based scholarship covering half of tuition
Member: Darden Capital Management and Finance Club
GMAT: 730
University of Virginia Charlottesville, VA
Bachelor of Arts in Government and Foreign Affairs, May 2004
Virginia Men's Rowing - Team Captain and member of Virginia Rowing Association Board, 2003 -
2004. Oversaw a budget of approximately $150,000 . Received Oarsmanship Award in 2004 for
overall contribution to the team. Top collegiate rowing club in the country in 2003
Research Assistant to Professor Glenn Beamer . Conducted extensive research on New York City s
fiscal crisis of 1975
EXPERIENCE
2004-2008 Barclays Capital New York, NY
Associate - Structured Product Sales
Promoted to Associate after only 18 months. Ranked an A rated employee (top 10%) during each
evaluation period
Responsible for over $5mm of P&L in 2007 and $5mm of P&L in the first half of 2008
Worked with research and trading desk to create trade ideas in several areas of mortgage
securitization with a particular focus on agency mortgage derivatives. Implemented these trade ideas
with a number of asset managers and hedge funds
Delivered a wide range of securitized products to roughly a dozen asset managers, hedge funds, and
bank clients. Grew market share with these and other clients through a series of strong trade
recommendations and consistent service
Representative Clients
GE Asset Management - Received coverage responsibilities for GEAM at the beginning of 2007.
Within one year, Barclays ranking with the client went from nearly last to a top five position.
Increased profit with the account by approximately $1mm in agency-backed mortgage securities
JPMorgan Investment Management - Received coverage responsibilities for JPMIM at the start of
2006. Increased profitability of the account by over 100%, generating more than $2mm in profits in
2007 and an additional $2mm of profits in the first half of 2008
Also responsible for primary coverage of Schroders North America, ICICI Bank, and AQR Capital
2003-2004 Morgan Stanley Charlottesville, VA
Intern - Private Wealth Management
Developed a series of databases which balanced proprietary stock recommendations and asset
weightings within the framework of an efficient portfolio
Performed due diligence on a host of industries and small cap companies. Analyzed financial
statements of several companies with an emphasis in the biotech industry
PERSONAL
Active participant in the Virginia Rowing Association
Volunteer, Lala Maryem Orphanage, Rabat, Morocco, July 2009
CERTIFICATIONS
Passed Level I and II of the CFA Program. Candidate for Level III in June 2010
Series 7 and Series 63
ZACH N. GRAY
1636 Hathaway Street Charlottesville, VA 22902 636-***-**** *******@******.********.***
EDUCATION
University of Virginia - Darden School of Business Charlottesville, VA
Candidate for Master of Business Administration May 2011
Darden School Foundation Scholar
Awarded Robert Toigo Fellowship
Member of the Finance, Entrepreneurship/Venture Capital and Healthcare Clubs
United States Military Academy West Point, NY
B.S., American History with Nuclear Engineering Track May 1999
Superintendent's Award for Excellence; Dean s List
Achieved rank of Cadet Captain responsible for Supply and Logistics for 1,000 fellow cadets
EXPERIENCE
2007-2009 Boston Scientific Corporation, Inc. St. Louis, MO
Interventional Cardiology Sales Representative
Developed $15 million sales territory through strategic planning, multi-million dollar contract
negotiations, consulting with cardiologists, internalizing clinical trial results, and selling the TAXUS
and PROMUS drug-eluting stent systems; numerous forecast achievement awards.
Promoted to Field Sales Trainer in 2009; awarded stock options for Outstanding Performance (only
awarded to Top 5% of sales force) in 2008.
Awarded National Rookie and Regional Clinical Sales
Contact this candidate