resume books: class of 2018 - 1st year: technology
TRANSCRIPT
The Wharton School / Resume Books: Class of 2018 - 1st Year: Technology: Telecommunications
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Resume Packet
NO. STUDENT GRAD DATE
1 Bozian, Hannah May 2018
2 Kamath, Gautam May 2018
3 Kimani, Daniel May 2018
4 Li, Luke May 2018
5 Moore, Cornelia May 2018
6 Myint, Thiri May 2018
7 Ogunro, Oluremi May 2018
8 Rolfes, Nick May 2018
9 Smith, Yulani May 2018
10 Subramanian, Akshay May 2018
11 Tookey, Matthew May 2018
12 Yang, Kun May 2018
1 / 1
HANNAH OVERSETH BOZIAN 225 South 18
th Street
Philadelphia, PA 19103
917-929-5089
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Finance
Philadelphia, PA
2016-2018
Vice President of Community Relations, Wharton Women in Business
Wharton’s Finance Club, Social Impact Club, Welcome Committee, Wine Club, Boxing Club
GMAT: 760 (99th
percentile)
UNIVERSITY OF MICHIGAN
Bachelor of Arts, Political Science and Communications Studies, Highest Honors & High Distinction
Ann Arbor, MI
2009-2013
Cumulative GPA: 3.86/4.00
James B. Angell Scholar for five consecutive semesters
Senior Editor of Marketing, Michigan Journal of Political Science; Philanthropy Chair, Alpha Delta Pi Sorority
EXPERIENCE
THE PARTNERSHIP FOR NEW YORK CITY
The Partnership for New York City is a membership organization of over 300 business leaders
representing New York’s largest private sector employers
Director, Communications
New York, NY
2015-2016
Managed all social, web and member communication; modernized digital strategy, overhauled network communication,
increased contact with members from once/twice yearly to once/twice monthly
Created and collaborated on major strategic initiatives with Corporate Affairs, Government Affairs, and Research & Policy
teams to engage New York City’s business community; projects included roll out of an analysis of the financial services
industry in New York to improve the industry’s favorability among local press and politicians, and a research report and
policy proposals regarding the expansion and encouragement of innovation and technology in New York City
Worked on social and traditional media strategies for the Partnership Fund, a $135 million investment fund, for their Fintech
Innovation Lab and Digital Health Accelerator programs, in addition to general organizational communications
Associate 2013-2015
Worked directly with the Executive Vice President and across departments to significantly improve organizational workflow
and coordination procedures; created streamlined cross-department strategies for information sharing and project execution
Wrote introductory remarks, talking points, and briefings weekly, for both the Partnership CEO and member company CEOs
for large and private events on topics ranging from mayoral elections to crime statistics
Promoted directly to Director, skipped “Senior Associate” role, a rare occurrence in the organization
ADDITIONAL INFORMATION
The Spence School, Class of 2009, Alumnae Board Member (2016-present)
Lead fundraising initiatives for the Annual Fund; for the past three years Spence has had the highest alumni
participation of all New York City private schools; plan reunions and other events to keep alumnae engaged and
involved with the school
2013 nominee for Distinguished Alumna Award for Service to Spence (one of six nominees of all alumnae)
Youngest member of the Alumnae Board in Spence’s history
The New York Women’s Foundation, Grants Advisory Committee (2015- present), Committee for the Future (2014-
present)
Review grant proposals, conduct site visits, and make funding recommendations to the Board for nonprofits that
support NYWF’s commitment to helping women and girls in the five boroughs
Passionate traveler (34 countries, 30 US states; studied abroad at University College of London)
Culinary enthusiast (Associate Member at The James Beard Foundation)
Proficient in Microsoft Office programs, Salesforce, WordPress, MailChimp, SPSS and iNews
GAUTAM KAMATH 2400 Chestnut | Philadelphia, PA 19103 | 267-519-7683
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate
Philadelphia, PA
2016-2018
Panels Director for 2016 Wharton Tech Conference, Member of Tech Club, Innovation & Design Club, Consulting Club
Test Scores: GMAT:780/800 (99th
percentile), GRE:1520/1600
Coursework: Programming Languages and Techniques (Penn Engineering), Business Analytics, Accelerated Regression
Analysis
INDIAN INSTITUTE OF TECHNOLOGY, BOMBAY
B.Tech in Electrical Engineering, M.Tech in Microelectronics, Minor in Mathematics, GPA: 9.6/10
Mumbai, India
2007-2012
Internships: Design Intern at Texas Instruments, Research Intern at University of Alberta, Summer Intern at ITC Ltd.
Honors: Institute Academic Award, MITACS fellowship, National Board of Higher Mathematics Scholarship
Leadership: Institute Student Mentor, Undergraduate Teaching Assistant, Literary Arts Secretary
EXPERIENCE
GOOGLE INC.
Associate, Sales Strategy and Operations
Gurgaon, India
2014-2016
Received fast track promotion (in 18 months) to Senior Associate in recognition of autonomy and leadership
Designed Google India’s 2020 strategy with revenue goals and product priorities; aligned the plan with functional leaders
Developed the 2015 and 2016 annual sales plans with prioritised set of initiatives and risks; plans presented by the head of
Google India to the head of Google APAC
Sized India’s online retail market based on global trends and macroeconomic factors in collaboration with the e-commerce
team at Google; findings incorporated in the Google-A.T.Kearney report “Digital Retail in 2020: Rewriting the Rules”
Launched the Joint Business Plan program to deepen client engagement through large deals; net deal value over $200M
executed across clients over 2015-16
Led the launch of Greentea (Google’s CRM system) in India as a part of the largest CRM deployment globally; drove
adoption of the system to over 90% active users within the first quarter of launch
Analysed opportunities to accelerate ad-revenue growth for Google Korea; recommendations used in re-organising the
Google Korea ad-sales team
MCKINSEY & COMPANY
Business Analyst
Mumbai, India
2012-2014
Telecom: Boosting revenues of a telecom company in Nigeria through new customer acquisition
Led the BTL (below the line) marketing and sales effort in Oyo state of Nigeria with a focus on youth marketing around
schools and universities; achieved 20% increase in overall monthly gross additions
Launched the top retailer competition which drove 35% increase in gross additions through the retail channel
Healthcare: Improving supply chain efficiency by lowering procurement costs for a healthcare chain in India
Conducted the first “e-auction’’ for the client, achieved savings of 12% on the spend shortlisted for the auction
Designed a quality check process leading to an objective evaluation of medical consumables procured by the organization
Executed a 3-step sourcing negotiation process to achieve over 10% reduction in spend on medicines
Infrastructure: Lowering the cost of working capital for an EPC player
Developed detailed project financial planning benchmarks to create project level visibility of accounts receivable
ADDITIONAL INFORMATION
Honors: Indian National Mathematics Olympiad Awardee, National Talent Search Scholar
Interests: Modern History, Chess, Music, Soccer, Travel
Languages: Hindi (Fluent), Marathi (Fluent), Konkani (Native)
Tech Skills: Python (Intermediate), Java (Intermediate), C++ (Beginner)
DANIEL KIMANI 4909 Market St
Philadelphia, PA 19139
470-378-6770
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance and Entrepreneurship
Philadelphia, PA
2016-2018
VP of Programming - Wharton African Students Association, Entrepreneurship and Venture Capital Club, Wharton F.C.
Soccer Club
TANDON SCHOOL OF ENGINEERING, NEW YORK UNIVERSITY
Bachelor of Arts in Science, Major in Computer Science
New York, NY
2010-2014
Summa Cum Laude - GPA 3.881, Tau Beta Pi Engineering Honor Society, Dean’s List
NYU African Students Union Executive Board, National Society of Black Engineers
EXPERIENCE
EKHAYA KENYA (ONLINE REAL ESTATE PLATFORM)
Founder and CEO
Nairobi, Kenya
2015-2016
Led marketing, web development and business development teams comprising of 7 individuals to create a real-estate listing
platform.
Created and delivered pitches to investors, resulting in $50,000 raised in investment funding.
Spearheaded internet marketing and print advertising initiatives, leading to an increase of 40,000 visitors a month to the
online platform.
Created and delivered pitches to potential clients, signing up 25 real estate agents to Ekhaya’s consulting service and
successfully increasing annual agent revenues by $50,000 on average.
PWC US
Advisory Experienced Associate
Project Manager, Cable Communications Company
Atlanta, GA
2014-2016
Detailed the scope, cost and schedule of a Payment Card Industry (PCI) Gap Remediation Project, as well as documented and
mitigated project risks resulting in completion of the project in time and under budget.
Detailed funding requests and project expenditures for presentation to the internal Project Review Committee, resulting in the
allocation of $5M for the PCI Gap Remediation Project.
Analyzed and allocated project resource needs as required, resulting in the allocation of 16,000 resource hours to the PCI
Gap Remediation Project.
Developed and disseminated status updates to executive project stakeholders reporting on the project scope, cost and
schedule health metrics.
VIRTUAL CITY
Consulting Associate
Nairobi, Kenya
2013
Analyzed and designed a solution for a $2M project undertaken by the Nairobi City Council for the automated collection of
municipal fees and charges, resulting in a potential increase in revenue of $10M annually.
Led a team comprising 4 individuals to create a prototype application using the proprietary Hewani platform to present to the
Nairobi City Council.
ADDITIONAL INFORMATION
Community Activities: STEM Mentor at John Hope Community Center – 5 Hours a Week
Interests Traveling, Reading, Web Development. STEM Mentoring
Honors: PwC EMC Sector Win Award – 2015, NYU Founder’s Day Award – 2014, Top 100 Kenyan Scholars - 2010
LUKE LI 1512 Spruce Street
Philadelphia, PA 19102
917-385-6580
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Business Analytics and Strategic Management
Philadelphia, PA
2016-2018
Leadership: Wharton Asian American Association of MBAs
Member: Technology Club, Analytics Club, Men’s Rugby Team
Selected Courses: Programming for the Web
COLUMBIA UNIVERSITY
Bachelor of Arts in Economics-Operations Research
New York, NY
2008-2012
Academics: Dean’s List, magna cum laude, GPA 3.89
Selected Courses: Introduction to Computer Science and Programming in Java, Data Structures in Java, Object Oriented
Programming and Design in Java
EXPERIENCE
NERA ECONOMIC CONSULTING, SECURITIES AND FINANCE PRACTICE
Senior Analyst
Analyst
Associate Analyst
Research Associate
New York, NY
Feb 2016-Jul 2016
Jul 2014-Feb 2016
Jul 2013-Jul 2014
Jul 2012-Jul 2013
Leadership & Teamwork
Directed a 4-person team to examine the adequacy of the representation for $200 million in CDO investments sold through a
large US brokerage client to public districts by proposing argument strategies to the client’s lawyers and drafting a 20-page
report, resulting in over $1 million in firm revenue
Spearheaded a 5-person team, created and assigned tasks, communicated results to lawyers for an $8 billion fund manager
client, and created a 50-page report to examine the impact of advertising statements by the client on investors, resulting in
over $1 million in firm revenue and a settlement that saved the client over $100 million
Mentored 3 junior analysts, advising them on how to interact with managers, providing opportunities to interact with clients
and take ownership of project deliverables, helping establish principled project management skills and the technical
foundation that enabled the team to lead 5 projects that generated over $1 million in firm revenue
Analytical Skills
Analyzed 72 months of $500 million hedge fund portfolio data and client data for lawsuit involving losses; wrote innovative
program in VBA to model losses, saving the client a minimum of $20-$25 million (60-80% of plaintiff allegations)
Implemented complex, novel model to value losses to investors in a major banking client’s $400 million fund and presented
results to the client’s lawyers and the SEC to help reach a favorable settlement that saved the client over $200 million
Developed an alternative methodology to quantify the impact of a €1.6 billion infrastructure company’s accounting write
offs, saving the client over €1 billion in a settlement that totaled less than 1% of potential plaintiff allegations
Technical Skills
Created Monte Carlo simulation using Python and Pandas to generate 30,000 sample portfolios with over 10 different
constraints
Wrote web scraping program in Python to help colleagues download public data, including over 5,000 fund descriptions and
over 500 product prices, increasing public data gathering and research efficiency by over 50%
Overhauled the obsolete legacy source code of major software critical to cases that generate over 30% of total firm revenue,
resulting in increased usability and reduced run time performance by 50%
ADDITIONAL INFORMATION
Technical Skills: Python, Node.js, VBA, AngularJS 1, Java, Ruby
Community: Mentored a middle school student biweekly (2014 - 2016), Organized free weekly SAT Tutor program for 60
low-income students (2015 - 2016), Recruited participants, organized materials, and led weekly free language study group,
focused on improving fluency in Korean (2013 - 2016)
Interests: Playing Resistance and other strategic board games, Studying Korean through reading news articles, Creating
computer implementations of board games, Riding bike share throughout Manhattan and Philadelphia, Sous-vide cooking
Languages: Korean (Conversational)
CORNELIA MOORE 1815 JFK Boulevard Philadelphia, PA 19103 | (202) 746-7843 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Multinational Management
Philadelphia, PA
2016-2018
Wharton Fellowship; 730 GMAT (96th
percentile)
Cluster Council Representative (Communications); Private Equity & Venture Capital Club Conference Board Director;
Technology Club Conference Board Director; General Management and Retail Club Member; Wharton Women in Business
UNIVERSITY OF SOUTHERN CALIFORNIA
Bachelor of Arts; Majors in International Relations and Russian Studies
Los Angeles, CA
2006-2010
Dean’s List; Honor Societies (Five); Research Assistant for MacArthur Foundation Project with USC Vice Dean
Russian Club Founder and President; Concert Orchestra Violinist; USC Lacrosse Defense Player; Gamma Phi Beta Sorority
Chair for Networking and Social Events
EXPERIENCE
DEIA, LLC
Deia is a luxury fashion holding firm, formed in 2012 by Howard Marks of Oaktree Capital. Deia manages
brand turnarounds, brand launches, showroom sales strategy, and investments in emerging designer brands
Chief Operating Officer (Sies Marjan, Goods & Services NYC)
Strategy Lead (Ralph Rucci)
New York, NY
2014-2016
2013-2014
Led strategy and execution, including assessment of systems and processes, across fashion companies. Successfully launched
luxury brand, Sies Marjan, within one year. Exceeded aggressive sales targets and 2x growth across seasons
Created and tracked 5-year growth plan and P&L projections, working directly with the CEO and CFO. Grew previously
declining luxury brand sales by 50% and decreased operating expenses by 30%
Negotiated and executed all new business contracts, including business development, brand investments, and vendor
contracts. Reduced costs by 25% and doubled revenue streams for showroom business (including first brand investment)
Managed product launches for new lines (knitwear, shoes), addressing speed, quality, and financial viability. Re-positioned
high-margin knitwear as the top revenue driver, and launched shoe category to grow revenue by 20%
Enhanced production process by implementing organizational structure, timelines, and technology acquisition. Dramatically
improved luxury brand deliveries from 90% late or cancelled shipment to 100% on-time or early shipment (8 drops/year)
THE BOSTON CONSULTING GROUP (BCG)
Associate
Washington, DC
2011-2013
Conducted detailed cost and margin analysis for multi-billion dollar retail chain to assess true profitability across categories,
resulting in new company-wide strategy for category mix across stores to increase margin by $100M
Created, tested, and applied price changes for retailer in key categories, increasing margin 15%. Presented monthly to CEO
and President as youngest and only associate / consultant, alongside BCG partner and principal
Developed organizational structure, including allocating employee responsibilities, for nascent federal regulatory agency.
Increased approval and execution of policy and programming decisions by 10x
Built CEO transformation of advocacy group through financial projections, peer benchmarking, and productivity study.
Created new reporting structure and external v. internal time allocation structure to increase donor contributions by 20%
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES (CSIS)
Researcher with Defense Industrial Initiatives Group
Washington, DC
2010-2011
Analyzed the health and management of the US defense industrial base, shaping policy recommendations. Co-authored
report section on financial viability of defense firms presented at the Naval Postgraduate School Acquisition Symposium
Conducted independent research on supply chain subcontractor costs, acquiring new, non-reported data on private companies
ADDITIONAL INFORMATION
Languages / Citizenship: Swedish (fluent, dual citizen), Spanish (advanced), Russian (intermediate)
Consulting: Luxury business consulting for small to medium sized firms, alongside principal investment group. Projects
included marketing, finance, production, and IT strategy and implementation across five clients (2011-2015)
Publications: “CPG IT Trends” (BCG, 2013); “Defense Industry Access to Capital Markets” (CSIS, 2011); “Shipbuilding
Industrial Base Study” (CSIS, 2011); “Defense Contract Trends” (CSIS, 2011)
Interests: International travel (Northern Europe and South America), reading (contemporary fiction, The Economist)
THIRI SOE MYINT 3600 Chestnut St, Philadelphia, PA 19104 • +1 (347) 441-7561 • +65 9660-5773 • [email protected] • Singapore PR
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration, Majors in Healthcare Management, Analytics & Marketing
Philadelphia, PA
2016-2018
Scholarships: Kaiser, Lauder; Organizing Committee: Healthcare Business Conference, PE & VC Conference; Restructuring
and Distressed Investing Asia Trek lead; South East Asia Club Board member; Pfizer Case Competition winner
HEC PARIS
Master of Science in Finance, Major in Corporate Finance & Certificate in Digital Innovation
Paris, France
2013-2014
Full merit scholarship by BNP Paribas. Finalist in KPMG Case competition
Internship: Operations Associate at Practo, portfolio of Sequoia Capital & Google Capital
NATIONAL UNIVERSITY OF SINGAPORE
Bachelor of Business Administration with honors, Majors in Finance, Entrepreneurship & French
Singapore
2007-2011
Dean’s List (Top 5%). Recipient of merit scholarship. Certificate of Achievement in Global Leadership
Internships: Morgan Stanley (Fixed Income, Sales & Trading), Johnson & Johnson (Medical Devices, FLDP)
EXPERIENCE
SINGAPORE TELECOM GROUP
Senior Manager, Strategy & Planning (Singtel)
Manager, Operations Transformation (SingPost/Alibaba Group)
Singapore
2016
2015-2016
Strategic Planning and Analysis – Digital Enterprise
Developed five-year strategic plan to invest in growth areas of cybersecurity due to $1B acquisition in Trustwave Holdings
Led six-member team to assess market potential and competitor analysis in Indonesia, Philippines, and Japan
Facilitated partnership with US video platform to deliver telemedicine in Singapore as part of Project Management Office
Strategic Investments – Group Enterprise
Conducted due diligence and executed Joint Ventures: Indonesia ($100M) and Philippines ($50M) for cybersecurity projects
Collaborated with counterpart teams and stakeholders to assess risks (legal, commercial, finance & tax) of partnerships
Operations Transformation – e-Commerce Logistics
Restructured commercial & legal framework of e-commerce logistics division, which launched in 12 Asia Pacific countries
Implemented production-based billing process for Warehouse business, resulting in 30% reduction of division’s total cost
LGT GROUP
Portfolio Manager (LGT Venture Philanthropy Impact Investing Fellow)
Zurich, Switzerland
2014-2015
Selected Deal Experience: investment in Renewable Energy company in Cambodia
Evaluated Sun-eee’s business and conducted due diligence for initial loan of $0.5M, leading to $2.5M follow-on investment
Deal Sourcing & Portfolio Monitoring
Established ongoing fund pipeline and conducted market analysis of social enterprises in the Mekong region. Chosen as only
fellow to represent LGT in Investor Summit at Web Summit in Dublin, Ireland. Monitored & guided portfolio companies
ASIA PACIFIC CAPITAL
Senior Investment Analyst
Singapore/Hong Kong
2011-2013
Fundraising
Managed various stakeholders, working directly with Managing Partner and General Partners to raise $200M Emerging
Markets private equity fund (prepared Private Placement Memorandum, roadshow presentations)
Selected Deal Experience: investments in Education and Healthcare
Directed team of five to conduct due diligence and execute investments in healthcare ($20M) and private education ($15M)
Analyzed 300+ investment opportunities: financial models, valuation, sensitivity and return analysis of companies in Private
Education, Healthcare and Logistics sectors; reviewed with multiple stakeholders, including Investment Committee
NEXTGEN REPORTING
Business Analyst (technology startup in the Legal Services sector)
Philadelphia, PA
2010-2011
Market Entry Strategy and Operations
Synthesized data from primary and secondary research to evaluate expansion to other states (Delaware, California, DC)
Created marketing playbook and executed Go-To-Market strategy. Carried out day-to-day operations (Finance, Ops, etc.)
ADDITIONAL INFORMATION
Languages: Burmese (fluent), French (advanced), Thai (basic), Mandarin (basic)
Entrepreneurship Experience: Co-founded ‘Genius Education Services’, ‘dilivr.it’ (acquired by ‘simplypost’) and MuJiKo
Interests: Social Innovation (StartingBloc Fellow), Design Thinking, Toastmasters International, Mentoring
OLUREMI M.A. OGUNRO 1930 Chestnut Street, Apartment 17C, Philadelphia, PA 19103 • +1 724 815 7024 • [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate; Majors in Strategic Management, Entrepreneurial Management
Philadelphia, PA
2016 - 2018 • Joseph Wharton Fellowship recipient for outstanding academic and professional accomplishments, demonstrated character,
integrity, leadership, and potential for future distinguished achievement and community contributions • Vice President (First Year Board) - Internal, Wharton African Students Association (WASA); Wharton Welcome Committee • Member of Media & Entertainment (LA Trek), General Management, and Entrepreneurship clubs
UNIVERSITY OF VIRGINIA Bachelor of Arts; Major in Economics and Sociology
Charlottesville, VA
2007 - 2011 • Dean’s List, Dean’s Recognition Award for Student Leaders, Harambee Honors Award for high-achieving first year student • Get on the Street (GOTS), Co-President - led campus organization focused on training high-achieving students for
internships and careers in business; managed budget of $3,000+
EXPERIENCE
BOOZ ALLEN HAMILTON Senior Consultant
Washington, DC 2014 - 2016
• Team Shoutout Award: three-time recipient of recognition award from Program Manager and Deputy Program Manager for exceptional individual performance
• Team member on 2014 Small and Emerging Contractors Advisory Forum (SECAF) Government Project of the Year Award-winning project
• Financial and project management specialist within Finance, Energy & Economic Development (FED) division • Worked with team to implement organizational change management strategies for large public sector financial services
agencies, focusing on payments, IT data security, retail, and healthcare policy industries; obtained client buy-in • Managed $10 million in finances for several interrelated projects within 10+ year IT investment for large financial client • Co-led re-engineering of system that collects 2/3 of $3 trillion in federal government revenue • Established, implemented, and managed Program Management (PM) systems to help client successfully track financial
performance for $3.6 million project; managed lifecycle of financial and status reports for Program Management Office (PMO)
Consultant 2011 - 2013 • Co-developed PM strategy to aid client in detecting ~$30 billion in tax fraud and administering tax credit to 17 million
people • Co-created strategic approach and led team of six consultants to produce multiple well-received PMO deliverables • Selected as New Hire Sponsor to develop new staff and foster engagement with team, leading to higher firm retention rates
BARCLAYS CAPITAL Summer Analyst, Global Financial Risk Management
New York, NY
Summer 2010 • Conducted credit and quantitative analysis for multi-million dollar leveraged buyout deals as part of Credit Risk - Leveraged
Finance division; analyzed portfolio data and produced credit risk report containing information on over 200 entities • Co-produced quarterly, annual, and executive reports on nine counterparties; report findings used to make bank funding
decisions
BRANCH BANKING & TRUST (BB&T) CAPITAL MARKETS Richmond, VA Intern, Credit Risk Management Summer 2009 • Collaborated with team members to produce and distribute eight credit risk management reports daily, including information
on over 100 entities; report data used to make bank funding decisions; calculated bond price movements using Excel formulas
ADDITIONAL INFORMATION
Positions: Co- Chair, Young African (MBAs) - MBA Mentorship Program (2014 - present); Co-President, Management Leadership for Tomorrow (MLT) - DC Regional Chapter (2014 - 2015) Interests: Film production and distribution strategy, musical performance (clarinet, piano), theater (thespian), emerging markets
(multinational expansion, state-owned enterprises), Africa (frequent travel to Ghana and Nigeria) Languages: Spanish (intermediate), French (basic), Yoruba (basic) Citizenship: Dual Citizenship - United States, Nigeria
NICK ROLFES 2116 Chestnut St. Unit 1606, Philadelphia, PA 19103
773-910-2842 • [email protected]
EDUCATION THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Master of Business Administration Candidate
Philadelphia, PA
2016-2018 • GMAT: 760 (99th percentile) • Board member of Wharton Ski & Snowboard Club; member of PE/VC Club, Tech Club, Wildmen Hockey, Golf Club DARTMOUTH COLLEGE Bachelor of Arts; double major in Mathematics & Engineering Sciences, modified with Economics
Hanover, NH
2007-2011 • Magna Cum Laude | GPA: 3.8/4.0 • Presidential Scholar Research Assistant, Recruitment Chair of Sigma Alpha Epsilon fraternity, Dartmouth Investment &
Philanthropy Program, Teaching Assistant for Engineering System Dynamics
EXPERIENCE CHARLESBANK CAPITAL PARTNERS Associate, $3.5B AUM private equity firm
Boston, MA
2014-2016 • Industry generalist with experience across all phases of the deal process: investment screening, market / company due
diligence, financial modeling, debt financing, as well as post-acquisition strategic planning, refinancing, and M&A support • $190M acquisition of Ensono, Acxiom’s (NASDAQ: ACXM) IT outsourcing division
- Led market and company diligence in conjunction with building detailed operating / leveraged buyout models to evaluate the carve-out and turnaround of an underperforming asset with high customer concentration
- Worked alongside management team to develop strategic plan and vision for the future of managed hosting • $600M+ acquisition of Plaskolite, the largest US manufacturer of extruded acrylic sheet
- Led comprehensive business due diligence to support acquisition, with focus on management of input cost volatility, end-market cyclicality, evaluation of competitive environment, and tax structure modeling
• Evaluation of strategic M&A opportunities for ARS, an $800M+ provider of residential HVAC and plumbing services - Supported CEO and CFO on the execution of industry roll-up strategy, providing diligence and debt financing support
for 30+ opportunities; successfully closed nine add-ons, adding over $20M in incremental post-synergy EBITDA - Developed and implemented framework to evaluate local market attractiveness based on relative competitive pressures
OLIVER WYMAN Associate, $2B global management consulting firm Consultant, Senior Consultant
Boston, MA
2013-2014 2011-2013
• Top-performing consultant in Boston class and promoted to post-MBA Associate position after 2.5 years; appointed by senior partners to be office representative to the worldwide OW council and led Dartmouth recruiting activities
• Project work across retail, aerospace, and financial services industries, including: - Promotional effectiveness for US grocer: optimized distribution of margin and sales enhancing promotions - Aircraft sourcing for US airline: RFP support, contract drafting, negotiation strategy & commercial terms analysis - Risk assessment for collateralized debt obligation on $4.5B portfolio of internationally-operated, leased aircraft - Post-merger sales force evaluation and integration for PE-backed residential services business
BLUE RIDGE FOUNDATION NEW YORK Fellow, technology-focused non-profit incubator and venture capital fund
Brooklyn, NY
2014 • Member of founding team to design and launch Blue Ridge Labs @ Robin Hood, a fellowship program for developers to
build mobile-based technology products for low-income communities • Completed comprehensive evaluation of BRFNY’s legacy philanthropic efforts, including analysis of funding leverage and
social impact of portfolio; summary of results were published in the Stanford Social Innovation Review
ADDITIONAL INFORMATION
• Volunteering: Chairman of Volunteering, United Way’s Boston PE/VC Associate Council (2015-2016) • Fundraising & Community Service: During travels to India, China, South Korea, Japan, and Chile, individually crowd-
funded and distributed $5K+ to local orphanages, hospitals, and schools to provide basic supplies for children in need • Interests: Backcountry snowboarding, scuba diving, international backpacking treks, distance running, and Chicago sports
YULANI SMITH 1700 Chestnut St. #607 Philadelphia, PA 19103 | 404-452-5293 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
Master of Business Administration Candidate 2016-2018
Charles and Pearl Fairman MBA Fellow
Technology Club, General Management Club, Human Capital Club, Yoga & Wellness Club, Food Club
GEORGIA INSTITUTE OF TECHNOLOGY Atlanta, GA
Bachelor of Science, Mechanical Engineering, Honors, Cooperative Education Plan 2005-2010
National Society of Black Engineers: Georgia Tech Chapter President, Region III Secretary
Undergraduate Admissions: Women’s Recruitment Board Member, Minority Recruiting Team Member
EXPERIENCE
EXXONMOBIL CORPORATION Beaumont, TX
Cost, Schedule, and Controls Group Head 2015-2016
Provided technical guidance to ensure accuracy and consistency of project cost and schedule estimates and forecasts for 15
employees and contractors supporting a local portfolio of 100+ projects ranging from $500K-$55M
Improved group work load planning and project review processes based on feedback from clients and team members
Developed and led training sessions for 50+ department members on local cost control tools and processes, corporate project
system deliverables, and management of project changes
Project Controls Engineer 2013-2015
Stewarded project cost and schedule progress and forecasts to site leadership and project executives monthly during the
engineering, procurement, and construction phases using SAP, Excel and internal project databases
Created automated Excel spreadsheets to aid in monthly analyses of contractor performance on an accelerated $20M safety
project which finished 1 month early and 15% under budget
Compiled, evaluated, and categorized scope changes on a $25M refinery expansion project to document the effects of project
decisions and worked with Project Manager to cap cost impacts at $4M
Identified trends indicating ~20% budget and schedule overrun and convinced Project Manager to implement changes to
engineering management structure and construction sequencing on a $40M safety project
Fixed Equipment Engineer, Refinery Power Plants and Utilities 2012-2013
Coordinated efforts of an interdisciplinary team from operations, maintenance, technical, and engineering services to plan and
implement a project saving the site $1.5M in its first year by recovering energy from unused steam
Diagnosed causes of equipment failure and assessed potential risks to engineer solutions during 10+ planned and unplanned unit
outages of pressure vessels, tanks, and heat exchangers for four separate business units
Generated detailed design specifications for modifications and new installations of 20+ piping systems to improve unit reliability,
remove safety and environmental risks, and maintain unit capacity
Cost Engineer 2010-2011
Generated 25 cost estimates for $100K-$15M capital projects to guide management decisions on project scope and funding
Led cost engineering deliverables for a portfolio of 10 projects during early development of a $150M plant outage
Designed a SharePoint site for the Cost Engineering group to manage project assignments and cost estimate distribution
ADDITIONAL INFORMATION
Interests: Yoga and meditation, college football, tasting local cuisine (e.g. South African wild game, Texas barbeque)
Leadership Positions:
o Management Leadership for Tomorrow (MLT) MBA Programs Fellow, Ascend Coach (Coached underrepresented college
sophomore studying engineering)
o ExxonMobil Black Employee Success Team Beaumont Chapter Vice President
o ExxonMobil Student Placement Program Site Coordinator (Assisted with co-op student interviews, training, and evaluation)
Volunteering:
o Texas Alliance for Minorities in Engineering Golden Triangle Chapter Divisional STEM Competition Planning Chair
o Junior Achievement Golden Triangle Engineering Shadow Day Planning Chair, JA in a Day and Finance Park Volunteer
o United Way ExxonMobil Day of Caring Event Coordinator
AKSHAY SUBRAMANIAN 2930 Chestnut Street, RM 2905, Philadelphia, PA 19104 | 267-323-6017 | [email protected]
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Marketing & Operations Management
Master of International Studies Candidate; Focus in Europe (Germany)
Philadelphia, PA
2016 – Present
GMAT: 730 / 800 (96th
percentile)
Extracurriculars: Graduate Consultant at Wharton Small Business Development Center, Member of Marketing Club, Retail
Club, and Media & Entertainment Club
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Bachelor of Science in Economics, Concentrations in Finance and Accounting, Minor in Math
Philadelphia, PA
2009 – 2013
GPA: 3.94/4.00
Honors: Dean’s List (2010, 2011, 2012, 2013), Summa Cum Laude, Beta Gamma Sigma Honor Society (2012) –
membership awarded to top 10% of the class
Extracurriculars: Penn Alumni Interviewer, Senior Columnist for Penn International Affairs Association, Tutor for
Corporate Finance and Financial Accounting
EXPERIENCE
MCKINSEY & COMPANY
Business Analyst
Dubai, U.A.E.
2013 – 2016
Corporate Strategy and Analytics
Designed corporate strategy for a large telecom operator (> $10B in revenue) to increase mobile data revenue per user-
potential value at stake of $2B
Identified advantage over competition in telecom operator’s network quality after analyzing client’s network capacity
relative to demand; analysis formed the basis of the client’s future consumer business strategy
Developed growth strategy for a Middle Eastern development bank ($1B in capital), determined client’s capital requirements
over the next 5 years to meet its lending targets, and prepared income statement and balance sheet projections
Marketing & Sales
Redesigned commission structure of a large telecom operator (> $10B in revenue) to link commission payouts of > $500M to
performance and incentivize sales in strategic channels
Led effort to breakdown overall sales targets of telecom operator by product and sales channel, in line with sales strategy
Operational improvement
Identified supply chain optimization initiatives and developed implementation plan for a large mining company (> $30B in
revenue) to expand logistics capacity by 20% without additional CAPEX outlay and reduce logistics cost per ton by 20%
Recommended measures to improve quality of phosphate rock (key raw material) and conveyor belt operating and
maintenance procedures at a fertilizer manufacturer (> $1B in revenue)
Leadership, Teamwork, and Communication
Led trainings on Microsoft Excel and Corporate Finance for new hires, mentored new Business Analysts and Associates on
project teams, and coached over 10 interview candidates on the case interview method
Coached a client team of 7 members to develop a CEO presentation on initiatives and implementation plan to optimize
supply chain at a large mining company (> $30B in revenue) – initiatives and plan were approved by the CEO
Conducted workshops with senior clients at a chemicals manufacturer (> $5B in revenue) to redesign organization structures
of support functions and a business unit based on best practice and identify headcount reductions of almost 20%
ERNST & YOUNG Dubai, U.A.E.
Summer Intern, Advisory Services – Risk Summer 2012
Assessed risk and evaluated effectiveness of prevalent controls for vessel chartering operations of global shipping company
Recommended changes to Middle Eastern Bank’s (> $260M in operating income) customer risk ratings and identified areas
of improvement in bank’s Know Your Customer policies
ADDITIONAL INFORMATION
Languages: Fluent in Hindi and German
Technical skills: VBA, SQL, JMP, Bloomberg
Interests: Tennis, Formula 1, Cricket, Go-karting, Running, Soccer, Reading books on politics and history
MATT TOOKEY, CFA 2115 Spruce St. #2F | Philadelphia, PA 19103
206-475-8978 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
MBA Candidate; Major in Strategic & Operations Management; GMAT 750 (98th
percentile)
Philadelphia, PA
2016-2018
Awarded two-year Joseph Wharton Fellowship for outstanding academic, personal and professional achievement
Leadership: Wharton Tech Board Member, Follies Writer
Clubs: Data & Analytics, Finance, Innovation & Design, PE/VC, Hispanic American MBAs, Hockey
UNIVERSITY OF WASHINGTON
BA, Major in Finance & International Business; cum laude 3.8/4.0 GPA
Marketing and business development intern at e-commerce chemical distribution startup
Winner of IKEA Business Case Competition, AKPsi VP Alumni Relations, Sailing Instructor
Seattle, WA
2007-2008
EXPERIENCE
VULCAN, INC.
Corporate Analysis Manager
Seattle, WA
2014-2016
Initiated and led end-to-end development of internal tax-calculation product, obtaining CFO buy-in, managing roadmap and
implementation, resulting in 99% reduction in errors and hundreds of hours in efficiency gains per year
Analyzed company-wide expense trend data, presenting predictions and budget targets to COO resulting in $20M savings
Developed “new-space” investment thesis with Vulcan Aerospace engineers and VC team, conducting due-diligence and
financial modeling to inform participation in follow-on strategic investment
Designed product requirements and created wireframes for analytics dashboards and business data visualizations,
transitioning to a flexible self-serve, daily-refresh model from a monthly static delivery
Collaborated with database engineers, third-party architects and business customers to build central business data-warehouse
Led 4-person competitor analysis team, compiling presentation to owner (Paul Allen) that led to strategic action
Created 10-year forecast model, providing multi-billion-dollar asset allocation analysis to CFO, COO, and CEO/owner
GRANT THORNTON, LLP
Senior Valuations Associate
Seattle, WA
2012-2014
Assessed venture-backed tech startup business models, term-sheets cap-tables, and breakpoints to value common stock
options, supporting over a $200K book of business
Led client communications, explaining complex valuations methods, interviewing, and presenting results to important tech
client that generated above average revenues ($150K) for our office
Generated recurring revenue on cross office engagements as a national resource on complex technical valuations, utilizing
multiple regression, Monte Carlo simulation and binomial lattice model methodologies to value derivatives
Appointed as primary contact to a $1B client, managing all interactions and delivery to client CFO
Led model development and testing, supervising 4 peers nation-wide, for key NYC client securing repeat business
THE BOEING COMPANY
Senior Corporate Credit Analyst
Renton, WA
2008-2012
Uncovered financially distressed key supplier, led on-site audit, and initiated turnaround process, coordinating $5M bridge-
funding and cash crisis management, returning the supplier to financial health while maintaining parts deliveries
Built LBO model assessing impact of Warburg Pincus acquisition of key supplier, Consolidated Precision Products Corp.
Selected as lead analyst to interview CFO of Boeing’s key Italian supplier to develop better understanding of risk in our
multimillion-dollar contract. Presented findings to 8 senior executives, prompting risk-mitigation action
Uncovered $10M revenue reporting discrepancy of supplier under a multimillion-dollar contract with Boeing
Rose through credit analyst ranks faster than 8 peers, earning autonomy on $15M contract reviews
ADDITIONAL INFORMATION
Technical Skills: SQL, JMP, Advanced Excel
Hobbies: Sailing, skiing, hiking, photography, rock singer (holiday party guest singer in Paul Allen’s band)
Travel: Lived in England, Singapore and Spain; traveled through 20 countries in Europe and Asia
Language: Spanish (advanced)
KUN (HELEN) YANG 2116 Chestnut Street, Apt. 2303, Philadelphia, PA 19103 | (+1)215-356-4162; (+86)139-1182-6905 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance and Management
Philadelphia, PA
2016-May/2018
Awarded merit-based John A. Mayer Fellowship; GMAT 760 (top 1%)
VP at Wharton PE/VC Conference; Member of Wharton PE/VC, Energy, Tech, Media/Entertainment, and Boxing Clubs
Fire Team Leader (team of 4) at Wharton Quantico Intensive Leadership Program held by US Marine Corps
SCHOOL OF ECONOMICS, PEKING UNIVERSITY
Bachelor of Economics; Major in Insurance; Graduated with Highest Distinction
Beijing, China
2001-2005
Awarded scholarship for 4 consecutive years: Lenovo Scholarship (top 15%)
Founder and President of Peking University Insurance Association (90 members); Executive VP of Students’ International
Communication Association (320 members)
EXPERIENCE
ZHONGDAO TIANZE ART CORPORATION
Co-Founder and CEO
Beijing, China
2014-2016
Founded to facilitate art community and serve institutional investors, private art investors and public art institutions by providing
financial advisory and consulting services
Fund Raising: Devised marketing strategy for US$6bn private equity and venture capital FoF (under CICC) for new
economy in Cultural & Art, TMT, Healthcare, Energy, Materials, Retail & Consumer sectors etc., negotiated with 5 potential
institutional investors and secured US$750mn investment from commercial banks
Cross-border Art Dealing: Advised high-net-worth individuals and organized visits to auctions, exhibitions, and events
with top art institutions. Sourced ~200 investment opportunities and executed 32 deals in total value of US$1.2mn
Business Operation: Defined and implemented a go-to-market strategy for the National Palace Museum (Forbidden City)
- Licensed Merchandising: Performed market research, redesigned merchandising strategy for the museum, introduced
digital marketing and distribution platform, increasing revenue by 10x in 2 years (US$230k)
- Art Education: Co-established an art school that delivers Chinese traditional art courses to 2,600+ members. The school
broke-even in 1st year, realized US$450k rev. in 2nd year, and is becoming leading educational platform for the museum
CHINA INTERNATIONAL CAPITAL CORPORATION (CICC)
Senior Associate, Investment Banking Division
Beijing/Hong Kong, China
2007-2014
Deal Execution: Completed 3 IPOs, 2 non-public offerings, 1 M&A, and 6 bond issuance deals with transaction size
US$23bn in Banking, Insurance, Energy, Machinery Construction, and Real Estate industries
- Selected transactions: US$2.1bn China & Hong Kong dual-IPO of a life insurance company, US$3.1bn private
placement of a commercial bank, US$4.5bn detachable convertible bond of a listed Chinese energy giant
- Designed and evaluated restructuring schemes and transaction structures; Performed due diligence, financial analysis
(modeling/valuations), and negotiations of legal documents; Coordinated with 3rd-party advisors and regulators in 3
different stock exchanges between Hong Kong and Mainland China; Communicated with potential investors
Deal Sourcing: Directly supported head of IBD in identifying potential overseas pipeline, pitched and gained breakthroughs
with Russian energy giants (a market where CICC was keen to establish relationship), leading to secondary listing in HK
Client Coverage: Examined and identified one-stop financial and business solutions for VIP enterprise clients (i.e., led team
of 4 analyze capital structure and forecast package of US$11.1bn capital raising activities for a Chinese leading energy
company, winning US$7.5bn bond issuance deals for the firm)
MCKINSEY&COMPANY
Analyst, Financial Institutions Group Practice
Shanghai/Hong Kong, China
2005-2007
Selected projects:
Developed strategy for a Chinese leading I-bank by evaluating dynamics of overseas capital markets and best practices of
global top 5 I-banks, enabling client to establish full-services model, develop restructuring schemes, and realize IPO in HK
Analyzed China auto insurance market and identified entry strategy for a major US automobile company’s auto insurance
business, helping client to implement entry strategy, leverage synergies, and expand auto insurance product lines in China
Drove a financial holding group to develop a 5-year business strategy for 4 business units including life insurance, P&C
insurance, pension, and asset management. Client became one of the largest comprehensive insurance group in China
ADDITIONAL INFORMATION
Interests: Marathon (5:55:59 as debut at the Washington Marin Corps Full Marathon), Piano Performance (National Grade-8
Certificate at age of 10), Cooking (passionate fusion food maker), Jazz Music, Dancing, Boxing, American Football
Languages: Mandarin (Native)