resume books: class of 2018 - 1st year: technology

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The Wharton School / Resume Books: Class of 2018 - 1st Year: Technology: Telecommunications i 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

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The Wharton School / Resume Books: Class of 2018 - 1st Year: Technology: Telecommunications

i

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

[email protected]

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

[email protected]

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

[email protected]

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

[email protected]

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)