ANNA BRESCIA
*-** ****** ****** #** LIC, NY ***** • 917-***-**** • ****.********@*****.***
University of Chicago MBA, Series 7 & 63 licensed, finance professional with over 9 years of experience in investment banking, corporate and leveraged finance, capital markets, M&A, marketing, sales, business development and relationship management
Credit trained, analytical, extensive experience with deal origination, execution and placement in leveraged loans, fixed income, equity, M&A transactions
Bi-lingual (English and Russian), multicultural, driven, passionate and goal oriented, team player with outstanding interpersonal and leadership skills
PROFESSIONAL EXPEREINCE:
BANK OF TOKYO - MITSUBISHI UFJ SECURITIES 2010 - 2011
Consultant - Capital Markets (Fixed Income, Equity and Hybrid Securities)
Syndication, structuring and execution for debt, equity and convertible offerings by opining on pricing, balance sheet optimization and terms
Educated clients on current capital markets trends by writing and presenting investment grade & high yield market commentaries, including weekly credit market, industry specific updates and new issue ideas
Provided credit, ratings and rating agency methodology advice and analysis
DAHLMAN ROSE & COMPANY / Investment bank focused on shipping, transportation and the global supply chain industries 2009 - 2010
Vice President - Investment Banking
Led the firm’s fixed income origination and syndication initiative for shipping, transportation, energy, metals and mining
Initiated firm’s private equity sponsors origination and sales coverage, including managing of key sponsor relationships. Evaluated potential investment liquidity options for private equity sponsor portfolio companies, including IPOs, M&A, joint-ventures and dispositions
Marketed equity and debt transactions to prospective investors, including asset managers, hedge funds, insurance companies and family offices
Origination, structuring and execution of equity, high yield and M&A transactions, including management presentations, financial modeling, valuations, due diligence, negotiation and documentation
GE CAPITAL 2007 - 2009
Assistant Vice President - Financial Sponsors Coverage / Leveraged Finance
Successfully completed senior debt transactions and led deal teams in the review and analysis of refinancing, growth financing and buyouts for single investor, club financing and syndicated transactions for large and medium cap companies in industrial, consumer, logistic and financial sectors
Marketing and origination of new business opportunities, including coverage and maintenance of private equity sponsor and corporate relationship as well as development of new client channels
Managed credit approval process, including detailed credit analysis, operational, financial and legal due diligence and presented recommendations to the investment committee to secure financing for LBO and recapitalization transactions
Developed complex financial models to assess operations, performance, valuation and appropriate capital structure
Led execution process, including negotiation of commitment papers, term sheets, credit agreements, bond indentures and intercreditor agreements
Managed a portfolio of asset based and cash flow loans, including covenant compliance, financial performance, credit review and corporate developments and acquired capital restructuring expertise through interaction with existing portfolio companies and prospective clients seeking refinancing alternatives
LEHMAN BROTHERS 2005 - 2007
Associate - Investment Banking / Leveraged Finance
Analyzed LBO and recapitalization opportunities, including financial, comparable company and industry analysis and actively participated in all aspects of financing-related activities, including pitching, due diligence, complex financial analysis and modeling, industry research, drafting of Offering Memorandum, Bank Book, Rating Agency and Lender presentation
Drafted and presented client marketing pitches for marketing leveraged loan and high yield bond opportunities to clients
Managed syndication relationship on behalf of issuer/ borrower clients, including market intelligence and investor inquiries
Worked closely with Capital Markets to optimize financial capital and legal structure, pricing and syndication strategy
Completed formal credit training program and was consistently recognized by senior management for outstanding performance, demonstrating exceptional knowledge of credit analysis and deal execution capabilities
KAUFMAN BROTHERS LLP / Investment bank focused on technology, media, telecom, and green technology industries 2000 - 2003
Analyst - Investment Banking
Research, identification and evaluation of new business opportunities in capital markets, including public / private equity and M&A
Built and maintained complex financial models and performed valuation analysis, including precedent transaction analysis, comparable company analysis, discounted cash flow analysis and internal rate of return analysis
Presented research and analysis to clients as well as participated in negotiations between clients and counterparties
EDUCATION:
THE UNIVERSITY OF CHICAGO BOOTH GRADUATE SCHOOL OF BUSINESS Chicago, IL
Master of Business Administration 2005, Concentrations in Finance and Accounting
BARUCH COLLEGE / ZICKLIN SCHOOL OF BUSINESS New York, NY
Bachelor of Business Administration 1999, Concentrations in Finance New York, NY
ST. PETERSBURG UNIVERSITY OF ECONOMICS AND FINANCE St. Petersburg, Russia
Bachelor of Business Administration 1995, Concentration in Management
LICENSES: NASD 7, NASD 63, NY State Real Estate license
OTHER SKILLS: Wall Street Training - Senior Instructor for investment banking and private equity training and development
Microsoft Office, Argus, Bloomberg, FactSet, CapitalIQ and others
Fluent in Russian
Professional figure skater and avid tennis player