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The Wharton School / Opt-In Resume Book: MBA for Executives Resume Book 2014/2015

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Resume Packet

NO. STUDENT GRAD DATE

1 Arnott, Manuel May 2015

2 Brackett, Joshua May 2015

3 Brooks, Robert May 2015

4 Brown, Andrew May 2015

5 Daugherty, Matthew May 2015

6 Dayal, Munish May 2015

7 De Veny, Flavia May 2015

8 Driscoll, Terrence May 2015

9 Favilla, Bryan May 2015

10 Gandhi, Mayank May 2015

11 Gao, Shan May 2015

12 Gardner, Inga May 2015

13 Goergen, Peter May 2015

14 Grace, Raynelle May 2015

15 Gryskiewicz, Steven May 2015

16 Higgins, Brian May 2015

17 Hruby, Aubrey May 2015

18 Johnson, Christine May 2015

19 Krueggeler, David May 2015

20 Kumar, Praveen May 2015

21 Lee, Soojin May 2015

22 Lin, Peiying May 2015

23 Peters, Jeffrey May 2015

24 Petrofsky, Warren May 2015

25 Pinto, Sugandha May 2015

26 Riesenberg, Gedaliah May 2015

27 Romero Robayo, Carolina May 2015

28 Spector, Mark May 2015

29 Wicentowski, Robert May 2015

1 / 1

MANUEL ARNOTT FERNANDEZ-ZUBIZARRETA Phone: +1 202-500-4533 Email: [email protected]

Address: 1500 Vermont Avenue, Washington, DC 20005 Spanish nationality

SUMMARY

Management consultant with over seven years of experience in Financial Services, working in the private and public sector. Experience includes capital adequacy, risk management, due diligence, growth strategies, operations optimization, data management, and systems implementation.

EDUCATION

MBA Candidate, The Wharton School, University of Pennsylvania, Philadelphia, USA 2013 – 2015

PgCert in Applied Statistical Methods (625hrs), Universidad Nacional UNED, Madrid, Spain 2011 – 2012

MS and BS in Computer Engineering, Universidad Pontificia de Comillas, Madrid, Spain 2002 – 2008

PROFESSIONAL EXPERIENCE

INTER-AMERICAN DEVELOPMENT BANK 2011 – Present

Financial Services – Consultant Washington, D.C., USA Support strategic planning and budget preparation of $94.5M business transformation program as part of Project

Management Office. Achieved commitments on savings of $15-22M per year. Building framework of operational and institutional indicators to monitor productivity and value realization. Developed cost-benefit analyses, stress-tests and financial projections for the Board and Senior Management

Committees. Updated business case and obtained $39M of additional funding. Led four-person testing team and obtained user agreement to contribute to timely implementation of solutions. Developed a workload analysis at Office of the Secretary (~150 employees). Reallocated resources and redefined

competencies within the teams. Mapped and redesigned over 75 business processes. Proposed and tracked 58 recommendations. Created automated reports to facilitate decision making. Implemented project management best practices.

NFOQUE ADVISORY SERVICES 2010 – 2011

Management Consulting – Junior Manager Madrid, Spain

Led seven-person team to develop distributed data model to feed market and credit risk engines. Supervised testing phase and parallel implementation for Brazil, Chile, Mexico, Portugal and US credit units in leading international bank.

Led three-person team to define and implement new channels for FX trading platform for top-tier European bank. Analyzed and redesigned new circuit, in coordination with Risk & Compliance, Operations and IT departments, and supervised deployment and testing made by external implementation provider.

BLUECAP MANAGEMENT CONSULTING 2008 – 2010 Management Consulting – Senior Consultant Madrid and Barcelona, Spain Created corporate rating model for top-tier Spanish bank, based on statistical analysis of ratios and financial metrics,

to enhance risk quantification under advanced IRB approach. Developed and implemented capital adequacy framework for international savings bank. Defined governance model,

stress testing mechanism and reporting practices to meet regulatory requirements. Modified risk governance practices and credit processes in two different financial institutions. Conducted interviews

and validation meetings at senior levels. Standardized syndications and project finance’s processes into regular corporate banking’s processes.

Redesigned growth strategy for consumer finance institution to slow down delinquency and increase collections, and later improve institution's portfolio in both creditworthiness and size.

Participated in four due diligences for top-tier banks and Spanish regulators, to provide recommendations on credit cards or energy portfolios’ acquisition, and to evaluate impact of regulatory changes on Spanish savings bank’s balance sheet and capital ratios.

N+1 ASSET MANAGEMENT 2007 – 2008

Investment Banking – Hedge Fund Quantitative Analyst Madrid, Spain Created a model for quantitative analysis of hedge funds and automated reporting. Monitored portfolio allocation, performance of funds, and implemented risk controls.

ADDITIONAL INFORMATION

Languages: Spanish (Native), English (Fluent), German (Basic).

IT Skills: Solid programming skills and SQL command. Expertise on financial and statistical packages (Bloomberg, SAS, R, SPSS).

Additional Education and Training: Workshops in “M&A” and “Project Finance” (50hrs), IEB, Madrid, Spain.

2008

Market and Assets Valuation (80hrs), Madrid Stock Exchange, Madrid, Spain. 2007 – 2008

Politics, Engineering & Sustainable Development, Georgetown, Harvard & MIT, USA. 2007

Volunteer Activities: Board member of FIV4 – In-Vitro Fertilization Center, Oviedo and Gijon, Spain.

2012 – Present

Founder of Real Madrid Fan Club of Washington D.C. (+100 members). 2012 – Present

Interests: Traveling, reading, playing team sports, investing.

cell: 912.656.6250

[email protected]

888c 8th

Ave #342 New York, NY 10019

JOSH BRACKETT

Strategic Planning / Competitive Analysis / Corporate Finance / Business Development 10+ years working in complex environments analyzing, influencing, and managing company growth and

profit. Broad cross-functional expertise with demonstrated ability to negotiate mutually beneficial, cost-

effective results and move projects forward to completion. Consistent history of cultivating strong client

relationships across cultures and organizational entities, leading to repeat business.

Career highlights:

Successfully led a team of lawyers and accountants on department restructure for billion dollar

divestiture (tax efficient split-off) of advertising division.

Managed design and implementation of a regional (Latin America) Enterprise Risk Management

system for a $5B global hotel chain in preparation of IPO by private equity sponsor.

Team leader for U.S. Army Special Operations unit with five combat deployments in Iraq and

Afghanistan.

Completed NGO sponsored construction and education projects in East Africa working with and

managing indigenous teams to meet key project objectives.

EDUCATION MBA, Finance, The Wharton School, University of Pennsylvania 2015

MS, International Relations, London School of Economics 2010

BA, Philosophy, Azusa Pacific University 2002

CAREER HISTORY Vice President, Strategy 2014-Present

CBS Corporation New York, NY

Cross-functional leadership in M&A, divestitures, financial planning, project management, due diligence

and audit across major divisions. Projects include: New York, Los Angeles, San Francisco and

Washington, D.C. offices.

Led due diligence team for division of publicly held entertainment business. Gathered financial

information and conducted analysis for corporate officers.

Partnered with corporate finance team on carve out of radio stations. Prepared assets for sale.

Led review of internal budgets for new fiscal year to meet company EBITDA and FCF metrics.

Participated in $2 + billion capital raising debt rounds with bulge bracket investment banks.

Refinanced existing debt and accelerated share repurchases.

Conducted industry analysis to benchmark company against peers following renewed network

affiliation and retransmission agreements.

Director, Strategic Planning and Analysis 2012-2014

CBS Corporation New York, NY

Supervised accounting team on restructure across operations in North and South America. Interfaced

regularly with partners at large accounting firm in designing tax efficient reorganization.

Assisted on execution of multi-billion dollar IPO of outdoor advertising division. Participated in full-

lifecycle of the transaction, including full-disposition, and hand-off to new management.

Revised pro forma financial statements following announcement of pending merger between two

large multichannel video programming distributors (MVPD’s); identified effects on key financial

metrics and ratios.

Conducted analysis for potential transaction of local television stations group; presented findings to

corporate executives, along with structural analysis of department integration.

Developed proposal for new production agreements for television studio following change in tax

credit legislation in two U.S. states.

Josh Brackett Page 2 of 2

Engagement Manager 2010-2012

Control Risks Mexico City, Mexico

Developed crisis management, resilience, and enterprise risk management plans for corporations in Latin

America. Collaborated with sales team on customer retention and client engagement. Projects included:

Mexico, Honduras, Guatemala, El Salvador, Panama, & Colombia.

Examined supply-chain gaps, transit vulnerabilities, and criminal activities between Mexico and U.S.

distribution centers for global pharmaceutical company: reduced product attrition by 90%.

Led due-diligence on regional supply chain for private equity firm acquisition in Mexico - resulting in

contractor utilization increase of 100%. Identified and implemented new theft protection system that

was used by sub-contracted delivery company.

Designed Enterprise Risk Management system for $5+ billion revenue global hotel chain preparing

for IPO. Coordinated with private equity sponsor on regional implementation and reporting structure

to meet ERM best practices.

Negotiated MSA with large mining company for operations throughout Latin America.

Led consulting team for subsidiary of global beverage leader to renew C-TPAT certification on

bottling distribution between Mexico and the United States.

Team Leader 2004-2008

75th Ranger Regiment, United States Army Various

Five tours in Iraq and Afghanistan with Joint Special Operations Command (JSOC).

Supervised training and conducted operations with Afghan Army Special Forces platoon.

Led reconnaissance team in developing target packages for commanders and intelligence groups

across Eastern Afghanistan.

Led tactical planning and combat execution for Ranger assault team in Northern Iraq; large operations

typically included Army, Navy and Air Force Special Operations.

Selected to manage leadership development program for small indigenous Iraqi Special Operations

Group.

Project Manager 2002-2004

Non-Government Organizations East Africa

Collaborated with large NGO’s across the region, including Samaritan’s Purse, UNHCR & USAID.

Developed education curriculum and taught for group of schools in Western Tanzania.

Co-led building project with local leaders in remote region of Central Sudan.

Partnered on infrastructure project with USAID team in Kenya.

ADDITIONAL Program Director, CBS Veterans Initiatives \ CBS Diversity Council 2012-Present

Helped design and launch company-wide Veteran Internship Program. Partnered with management

and HR to focus on recruitment and retention. Program expanded to all three major offices of the

company (East and West Coast) in its 2nd

year.

Developed Public Service Announcement (PSA) through “CBS Cares” for Wounded Warrior Project

which aired during the SuperBowl.

Sit on Veteran focused advisory councils: City of New York and American Legion.

Languages: Proficient in Spanish

Clearance: Top Secret Clearance (TS/SCI)

ROBERT BROOKS 16 University Mews

Philadelphia, PA 19104

215-266-0048

[email protected]

CAREER SUMMARY

Proven leader with eight years of experience in digital media and healthcare information services industry, focused on strategic

partnerships and business development. Deliver consistent, profitable revenue growth by sourcing and negotiating partnerships

with both startups and established firms to add strategic value to existing content and technology assets. Strong quantitative and

qualitative analytical skills combined with experience preparing term sheets and leading complex contract negotiations will

provide for smooth transition into a healthcare or media focused private equity firm.

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA

MBA Candidate, Executive Program; Major in Finance

Philadelphia, PA

2015

Member of Private Equity and Venture Capital Club

TUFTS UNIVERSITY

MA in Education Studies

Medford, MA

2006

Served as Graduate Assistant Coach for Men’s Cross Country and Track & Field teams and Residence Hall Director

BATES COLLEGE Lewiston, ME

BA in History 2002

Completed three year accelerated degree program. Selected by coaches and teammates as team captain for Track & Field

team and obtained school record in 1600M relay

EXPERIENCE

WOLTERS KLUWER HEALTH

Senior Director Business Development

Director Business Development

Philadelphia, PA

2014 – present

2012 - 2013

Own $86M P&L representing over 20% of business unit revenue with full responsibility for delivering revenue and EBITA

targets by coordinating activities across product management, pricing, sales and marketing groups

Negotiated new content partnership for 2013, including preparation of term sheet, legal contract, and product roll out strategy

which resulted in over $1.4M in new revenue from product launch in April 2013 through December 2013

Executed complete strategic review of industry and identified key areas of competitive advantage, resulting in focused

acquisition strategy for 2014 – 2015 shifting the business from reactive to proactive M&A activity

Coordinate all activities with outside legal counsel and improved process for developing comprehensive legal contract from

proposed term sheet which has resulted in $200K reduction in annual legal fees

Chaired operations committee which identified over $1M in cost savings through development and implementation of more

standardized and efficient processes

Supervise seven-person team which manages relationships with 152 strategic partners that contribute $86M in annual

revenue with growth targets of 3-5% per year

SAGE PUBLICATIONS

District Manager Library Sales

Los Angeles, CA

2010 - 2012

Oversaw team of five sales professionals throughout North America who delivered annual renewable revenue of $35M and

development of new and existing accounts to generate $5M+ per year in new revenue; resulted in Outstanding Sales

Achievement Award in 2010 and 2011 for achieving 155% and 142% of target, as well as Cornerstone Award in 2010

Developed and analyzed strategic pricing models for both new and existing products and services which contributed to

achievement of 8% annual price increases while competitors struggled to maintain 0-2% increases

Analyzed efficacy of strategic channel partnerships and investigated most effective opportunities for growing revenue

through content partnerships

Integrated two separate sales teams into single team following acquisition and subsequent integration of CQ Press with focus

on culture difference and process challenges; resulted in unified team by year end

Brooks Page 2

THOMSON REUTERS

Research University Account Manager

Custom Sales Account Manager

Philadelphia, PA

2007 - 2010

2006 - 2007

Promoted products and services to wide range of customers including publishers, biotechnology companies and research

libraries and attained recognition as top sales performer in 2008 and 2009

Introduced and promoted new research analytics suite to academic market and closed first two institutional sales of product

resulting in $150K during launch phase of the platform

Planned and prioritized customer visits across broad international sales territories to maximize limited travel budgets and

corresponding return on investment, which increased territory performance from $500K to $800K in less than two years

Developed relationships with key decision makers at publishing firms, academic libraries, buying consortiums and other

consumers of content and information resources which resulted in higher rates of renewal and retention


Interests: Avid traveler having spent time on four continents, with particular focus on exploring the world’s leading wine

appellations. Enjoy skiing in Vermont, Colorado, Utah and Austria

Volunteer Positions: Active member of Society for Scholarly Publishing and SSP Annual Meeting Committee. Serve on

Board of Directors for Mason Shaffer Foundation, local non-profit organization developing public umbilical cord blood

banking programs at local hospitals in greater Philadelphia area

International Experience: Extensive international business travel, with significant time spent with clients in Europe and in

key emerging markets in China, India and Middle East. Comfortable conducting business with understanding and respect for

local cultural etiquette and business practices

Andrew R. Brown 12228 CITRUSWOOD DRIVE ORLANDO, FL 32832 (407) 497-5895

[email protected]

EXECUTIVE SUMMARY

Ability to work with challenging international clients and cultivate effective relationships

Effective in translating and integrating requirements across functions to meet broader objectives

Global talent management and ability to motivate and build cohesive teams across borders

Experience negotiating multi-million dollar international contracts finding win-win solutions

EXPERIENCE

Lockheed Martin Missiles and Fire Control 2004 – Present

Orlando, FL

International Logistics Manager, Apache Fire Control (2012 –Present)

Lead and mentor a diverse team of 13 International Logistics Engineers direct reports and 25 indirect reports

Lead all sustainment activities for 14 international countries with contract values over $526 M

Staff international teams, develop career plans, and manage logistics manpower budget of $8.7 M

Interface with International Program Managers to develop support strategies to solve customer problems

Capture new international sustainment contracts for long range plan commitments that include $27 M Japan support

Successfully negotiated $40 M Repair Services contract with the Taiwan Army

Maintained over 95% system availability for the entire global fleet beating the 85% requirement

Senior International Logistics Lead – East Asian Operations, Fixed Wing Targeting (2009 – 2012)

Created sustainment support strategies for East Asian customers and negotiated contracts

Interfaced directly with customers to develop new business, resolve technical issues, and plan long term support

strategies

Built and maintained effective customer relationships with Republic of Korea Air Force, Republic of Singapore Air

Force, and the Boeing Company

Contractually, financially and technically managed the performance of $276 M worth of Fixed Wing products

Conducted in-country site surveys and system training to ensure successful product launches in Korea and Singapore

Created new business proposals for expanding fixed wing markets in Middle East and Asia with future revenue of $97 M

Developed logistics strategy for the $73 M Korea Sniper proposal win and sales strategy for $6.1 M in spares contracts

Senior Product Design Engineer, Classified Programs (2006 – 2009)

Managed mission critical repair operations for unacknowledged, classified program

Created failure analysis reports and implemented corrective actions to maintain profitable operations

Facilitated Lean Six Sigma (LSS) events resulting in improved processes with cost avoidance over $1 M

Mentored 12 LSS Green Belts through certification as LSS Black Belt Coach

Logistics Engineer, Air-to-Ground Missile Systems (2004 – 2006)

Designed and implemented web-based HELLFIRE Service Tracking System (STS) increasing output over 250%

Researched and implemented RFID solutions for tracking HELLFIRE and Longbow missiles

Created Life Cycle Cost models for tactical missiles division for new business proposals and R&D projects

EDUCATION

The Wharton School, University of Pennsylvania 2013 – 2015

MBA Candidate – Finance and Strategy Philadelphia, PA

University of Central Florida 2000 – 2004

BS Information Systems Management, magna cum laude Orlando, FL


Certifications: Certified Lean Six Sigma Black Belt (2006), Department of Defense Secret Clearance (2004)

Interests: Running, weight training, Muay Thai kickboxing Volunteer: Central Florida Science Fair Judge, Junior Achievement, Lockheed Martin Management Club

MUN I SH DAY AL315 W 5th St. Apt 803, Los Angeles, CA 90013 | Phone: (609) 356-4706 | E-mail: [email protected]

EDUCATIONThe Wharton School, University of Pennsylvania Philadelphia, PAExecutive MBA Candidate; Major in Finance and Entrepreneurial Management May 2013 – May 2015 Member of Wharton’s Finance Club and Entrepreneurship Club

University of California Davis School of Law Davis, CAJ.D. Aug. 2006 - May 2009

Technical Editor, Business Law Journal; President – Middle Eastern & South Asian Law Students Association Relevant coursework: International Business Transactions; Business Associations; Basic Finance

Dartmouth College Hanover, NHB.A. in Government and History modified with Asian and Middle Eastern Studies Sept. 2000 – June 2004

Academic Honors 2003-2004; Dartmouth/Oxford Exchange Program Relevant coursework: Macroeconomics, Corporate Finance, Statistics, Public Economics, Developmental Economics

WORK EXPERIENCEBarger & Wolen LLP Los Angeles, CALitigation Associate Sept. 2011 – Feb. 2014

Negotiate complex settlement agreements and manage litigation, case research, and motion practice on behalf of managed health care plans in provider/payor disputes Assist in business development and marketing to new and existing clients by preparing treatises, articles, presentations, and marketing events Draft pleadings, perform legal research, appear in court and/or arbitration, and assist in litigation strategy for insuranceand financial industry clients on varied matters, including class actions, appeals, IP, regulatory, and securities disputes

Michelman & Robinson LLP Encino, CALitigation Associate May 2010 – Aug. 2011

Drafted dispositive motions and pleadings and propounded and responded to discovery in several multimillion dollarintellectual property disputes involving trade secret, copyright, employment and other issues Drafted pleadings, performed legal research, and conducted document review and discovery for large securities litigationinvolving a $800 million private equity fund investigated by the SEC Performed due diligence and contract review for acquisition of healthcare company and assisted in other transactions Assisted in business development and marketing efforts targeted at building existing business and retaining new clients

Law Offices of Gerstein and Yu Newport Beach, CAVolunteer Attorney Dec. 2009 – May 2010

Researched and drafted demand letters and several memoranda for an ongoing copyright and royalty litigation case Served as primary counsel for several immigration cases involving H1-B visas and other issues

Stradling Yocca Carlson and Rauth, P.C. Newport Beach, CASummer Associate; received full time offer August 2008 May 2008 – Aug. 2008

Performed due diligence review of material contracts, agreements, and other documents in preparation for filing for $100 million IPO of a high technology company Drafted domain name, licensing, and intellectual property transfer agreements Researched and drafted several memoranda relating to securities litigation case that involved breach of fiduciary duty, breach of contract, and other claims; case ultimately reached a successful settlement Assisted in preparation of Motion for Summary Judgment in a complex employment discrimination case

Morgan Stanley Fixed Income Operations New York, NYDerivatives Tax Documentation Analyst Feb. 2006 – May 2006

Worked as part of a team using public resources and internal databases to reduce tax exposure for pending derivatives tradesbetween the Firm and its clients/counterparties; the team won praise for reducing potential tax liability by a factor of millions

Citigroup Global Consumer Group Legal and Compliance New York, NYConsultant Dec. 2004 – July 2005Compliance Intern/Analyst Aug. 2004 – Oct. 2004

Developed content for and implemented an intranet privacy law website to train both new and old employees Assisted in refining and drafting Citigroup’s new privacy policy on financial issues that affect millions of consumers Developed financial privacy law training material for employees across the entire firm

SKILLS, PROFESSIONAL LICENSES AND AWARDSBar Admissions: State Bar of California, State Bar of New York (pending).Language Skills: Basic ability in Hindi and Spanish.Computer Skills: Power user of Excel/Powerpoint/MS Office applications; programming experience with C++, Java, PHP.Awards: Named as a Rising Star for 2014 by Southern California Super Lawyers and Los Angeles Magazine

FLAVIA F. DE VENY 1057 Knox Street Birmingham, MI 48009 +1-248-515-1611 [email protected]

SENIOR MANAGEMENT EXECUTIVE General Management | P&L | Corporate Development | Global Growth - Americas, Europe, Asia

Accomplished management executive with a history of identifying and capitalizing on new opportunities to expand business, outperform/displace competitors for market dominance, and drive revenue and profit growth. Solid track record includes experience in building, leading, and rapidly expanding organizations, igniting performance, launching innovative and profitable products, pioneering new business sectors, and realizing large-scale market share gains.

LEADERSHIP STRENGTHS & CORE COMPETENCIES

Multi-Million Dollar Revenue Growth New Market Penetration M&A Due Diligence and Integration Strategic Partner/Alliance Development

Strategic Planning & Execution Transformational Leadership Customer Relationship Management Best-in-Class Technology Infrastructure


Shiloh Industries Canton, MI 2014-Present Leading$800M supplier of metal light weighting solutions to automotive, commercial vehicle and other industrial markets. Shiloh

employs over 2,000 employees operating in 16 facilities in North America and Europe.

Executive Director - Project Management

As a key member of the Executive Team, create and execute on vision by championing enterprise projects focused on organizational change efforts and leading Shiloh teams through planning, execution, and institutionalization.

Deriving foundational basis for Shiloh to successfully conduct and communicate change management from project ideation through to end of production.

Streamlining Shiloh’s quote process to focus on strategically targeted customers and opportunities; instating management feasibility reviews; aligning quote targets to firm-wide financial measures; restructuring estimating staff, workflow and skillset.

Manage overall general contracting, interior design and procurement of $1.6M headquarter renovation to align workplace design with firm-wide goals for an agile and collaborative culture.

Cooper-Standard Automotive Novi, MI 2013-2014 Ranked a Top 100 Global Supplier, Cooper Standard is a $3.5B global leader in automotive body sealing and

fluid handling systems with over 25,000 employees operating in 84 facilities and in 19 countries.

Vice President - Business Development & Customer Satisfaction

Directed business planning, forecasting and overall growth of North American sales to all major automotive OEMs and managed a $1.7B portfolio of booked business.

Customer Relations: High level negotiations and customer relationship development/management.

Financial Performance: Product margin protection and growth for programs from award to start of production; Customer pricing, receivables and productivity (long-term agreements); Executive review and approval for all quotations; Strategic planning of Cooper's future product lines.

Performance Management: Direct, assess and restructure a 50-person sales staff.

Operational Performance: “Executive Champion” of critical programs to enable and ensure success.

Martinrea International, Inc. Troy, MI 2003-2011 C$3.2B leader in the production of quality steel and aluminum metal components, assemblies, modules,

and fluid management systems for the automotive industry and other industrial sectors worldwide. Martinrea employs over 13,000 people in 38 plants in North America, South America, Europe, and Asia.

FLAVIA F. DE VENY Page 2

Vice President of Engineering (2005-2011)

Director of Engineering (2003-2005)

As a founding executive and key member of the company’s executive leadership team reporting directly to CEO, played integral role in mapping out the strategic growth plan, establishing core offerings, determining operational priorities, and driving execution. Fueled growth organically via product development and new sales, as well as inorganically with key strategic acquisitions.

Championed build-out of the engineering business from ground up, attracting top technical talent and shoring up organizational capabilities to foster innovation, R&D, and pipeline growth. Drove all aspects of business start-up, constructing the organization, talent base, processes, and infrastructure, while serving as organizational marketer, new business developer, and “voice of the customer” to major clients in enhancing visibility and winning the awards vital to spurring organic growth.

Named VP in 2005, a nontraditional hybrid leadership role encompassing general management of U.S. Corporate offices, product development, R&D, testing, program management, and cost estimating.

U.S. Navy – Office of Naval Research Arlington, VA 2002-2003 Executive branch agency that manages the design and deployment of bleeding-edge

science and technology innovations to enable U.S. warfighter operations.

Manager, Commercial Technology Transition

Launched and managed a new national program to increase technology transfer and partnership between U.S. Navy science and technology initiatives and the international commercial R&D sector.

Magna International, Inc. Troy, MI 1995-2002 Cosma International ~ Vehma International of America ~ Marada Industries

Ranked as the world’s 3rd largest global auto parts supplier, Magna is a $34B+ Fortune 500 company with 316 manufacturing operations and over 125,000 employees spanning 29 countries.

Department Manager – Corporate Engineering (1999-2002) Engineering Supervisor (1998-1999) Sr. Product Engineer (1997-1998) Program Manager (1995-1996)

Planned and executed new production programs at Manufacturing Division of rollformed and stamped automotive components. Owned P&L responsibility for multiple $10+M program budgets.

Subsequently recruited by Cosma Corporate in 1997 and fast-tracked through early product engineering role to lead structural product development of all new business quoted. Managed development of new product designs of automotive body, chassis and suspension systems, and planned and executed R&D for next-generation manufacturing processes and product innovations.

Revenue Contribution: Delivered more than $600M in new sales annually, winning and executing large programs and new product lines for Cosma and Magna. Formed new Chassis Product Group developing 1st full frame, which produced annual recurring revenue of $720M.

EDUCATION

MBA Candidate, The Wharton School, University of Pennsylvania, 2015 (expected) MSME, Oakland University, 2001 BSAE, University of Maryland, 1992

Native Bilingual – English & Italian Basic Proficiency – German & Spanish

HONORS & PROFESSIONAL AFFILIATIONS

Named to Automotive News 100 Leading Women in the North American Auto Industry, 2010

Original Equipment Suppliers Association OESA Product Development Council Marketing & Sales Executives of Detroit Board of Directors, Chamber Music Society of Detroit

Oakland University School of Engineering and Computer Science Advisory Board

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Terrence P. Driscoll [email protected] | 609-439-9193 | Philadelphia, PA

SUMMARY & KEY ACCOMPLISHMENTS

Cyber Security expert and industry leader with a consistent track record of execution and technical team leadership complimented with a Wharton MBA (2015). Experience leading global teams and operation centers in North America, Europe, and the Middle East to implement intelligence-driven cyber security in the Defense, Energy and Financial industries, significantly increasing efficiency and reducing risk. Deep knowledge of Advanced Persistent Threats (APT) and Tactics, Techniques and Procedures (TTP). Exceptional communication skills and executive presence balanced with an ability to provide guidance and leadership to technical teams. Unique combination of cyber intelligence, business savvy and operational change skills, resulting in the ability to propel growth through technological innovation and transformation.

Successfully led cyber fusion organization for one of the top 3 US financial institutions, creating advanced threat analysis capability, intelligence fusion capability and custom development team.

Led international technical team for intelligence-driven assessment of one of the world’s largest energy enterprises, with over $300B in yearly revenue, resulting in detailed action plan to transform company’s cyber security capability. Plan currently in execution.

Directed critical cyber transition efforts for a combatant command in the US Department of Defense Global Information Grid responsible for global network defense of .mil networks.

Trained over 60 analysts in intelligence driven cyber security and the application of the cyber kill chain.

Created new corporate cyber incident Damage Assessment process, reducing assessment time from months to weeks. Recognized by the Office of the Secretary of Defense as the industry benchmark.

Graduate of the Lockheed Martin Advanced Technical Leadership Program.


Lockheed Martin, King of Prussia, PA

Cyber Intelligence Analyst Lead 2011 - Present Technical leader on multiple domestic and international cyber programs. Focus on helping customers transform their enterprises into intelligence driven organizations through the implementation of the cyber kill chain, workforce training, and new technology initiatives. Manage multi-disciplinary teams of 10 to 35 people.

Significant Accomplishments:

Managed cyber fusion organization consisting of 34 employees for one of the top 3 US financial institutions. Organization conducted advanced threat network defense operations, internal and external cyber intelligence fusion, and created custom capabilities that leveraged big data analytics for intelligence analysis and threat detection.

Deputy Program Manager and technical lead for international intelligence-driven cyber assessment program for one of the world’s largest energy enterprises with over $300B in yearly revenue. Delivered detailed action plan to transform company into an intelligence driven organization, with a particular focus on their network security operations center.

Conducted the transition of two major program sites, including a cyber-operation center, for the world-wide US Defense Information Systems Network (DISN). Transition including the hiring of over 50 employees and the handover of all site activities with no disruption to operations.

Transformation lead for DISN global security operations, crafting a program plan for workforce development, cyber kill chain implementation, intelligence/knowledge management, and metric development. Program plan is currently being executed.

Technical lead of UK Ministry of Defense (MOD) Global Operations Security Control Centre assessment team. Developed plan to transform operations center into an intelligence driven organization. Plan under consideration by UK MOD.

Cyber Intelligence Analyst 2009 – 2011 Analyst for the Computer Incident Response Team (CIRT) responsible for defending the network from cyber-attacks. Used cyber kill chain to analyze network attacks by identifying indicators of compromise and implementing mitigations to protect the network from similar attacks. Tracked adversary activity through the fusion of internal and external intelligence obtained from our mission partners and collaborators.


Implemented external indicator processing tool to quickly process intelligence reports from the US government, reducing a process that previously took 3 analysts days to complete by automating it into a process that took minutes.

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Managed the enterprise Data Leak Prevention (DLP) Exploration Initiative team for the Chief Information Security Officer (CISO). Investigated how to leverage existing technology to reduce risk exposure of proprietary and personal identifiable information across the corporation without requiring investment in new technology or increasing cost of operations.

Created new corporate cyber incident Damage Assessment process using e-Discovery tools to efficiently and accurately assess the possible risk to the Government and the Corporation of data that was taken in an attack. Time to perform an assessment was significantly decreased from months to weeks.

The Office of the Secretary of Defense has recognized the Damage Assessment process as a benchmark that all companies in the defense industry should emulate.

Systems Engineer 2005 – 2009 Partnered with US and international customers in the defense and intelligence industries. Lead System Architect on multiple large programs focusing on system integration, enterprise architecture, and capability analysis. Simultaneously managed several teams of 5 to 10 people.


Recruited as Systems Engineering Lead to help launch new internal accounting system that was 6 months delayed. Identified issues that attributed to the launch delay and developed an automated system which created and published architectures to a collaboration site that enabled the team to overcome issues and successfully launch the system on its new target date.

Product manager for a web-based business intelligence solution for capability portfolio management for US intelligence customer. Led requirement, development, and testing teams using agile methodology to quickly meet the needs of the customer’s dynamic environment.

Key member of a 5-person team that developed a process and tool enabling a US Navy command to conduct their budget process based on enterprise capability rather than individual system needs; this process has since become the standard methodology for budget planning in that command.

Led Joint Mission Planning System (JMPS) study team commissioned by the US Navy and Air Force. Study identified commonalities between the Navy system and Air Force system, and was able to reduce development and maintenance costs for both services without degrading mission capability.

Department of Defense, Tobyhanna, PA

Mechanical Engineer 2004 – 2005 Designed and oversaw production of mechanical elements for radars, communication equipment, Humvees, and tracked vehicles during Operation Enduring Freedom and Operation Iraqi Freedom.

EDUCATION The Wharton School, University of Pennsylvania, Philadelphia, PA 2015 Master of Business Administration (MBA Candidate)

University of Pennsylvania, Philadelphia, PA 2008 Master of Science in Engineering, Systems Engineering

Lehigh University, Bethlehem, PA 2004 Bachelor of Science, Mechanical Engineering, Minor in Economics

ADDITIONAL QUALIFICATIONS Certification and Clearance

Cleared for DoD Top Secret and Sensitive Compartment Information (TS/SCI)

Certified Lean Six Sigma Green Belt

Community Service

Successfully mentored a Philadelphia high school student through the Lockheed Martin IT Apprentice Program, resulting in the student attainting full time employment and enrollment in a college degree program upon graduation.

Active Member of the “Junior Achievement in a Day” program, which goes to Philadelphia schools to teach elementary students about business, money management, and community.

Bryan R. Favilla 2241 Catherine Street, Philadelphia, PA 19146 | 609.923.4159 | [email protected]

Finance Executive | Product Management | Sales and Trading

Proven leader with over 11 years of experience driving significant growth in the capital markets and asset

management industries. Possesses unique blend of creativity and entrepreneurial spirit, combined with strong

quantitative skills that drive profitability. Interpersonal skills assist in performance in both sales and strategy

roles. Strong ability to quickly solve problems using analytical abilities and team management skills. Thrives

in a competitive and intellectual environment. FINRA Series 7 & 63 certified.

EDUCATION

The Wharton School, University of Pennsylvania

Philadelphia, PA

Master of Business Administration Candidate

Focus on Finance and Management

Conducting independent study project to create a valuation on a major merger &

acquisition

2013-2015

The University of Pennsylvania Philadelphia, PA

Post-Baccalaureate Studies 2009-2011

The College of New Jersey Ewing, NJ

Bachelor of Science, Business Administration

Sigma Tau Gamma Fraternity – Chapter President and Vice President of Finance

Completed internships at Cendant Mortgage Corporation and Red Bull GmbH

1999-2003

EXPERIENCE

Delaware Investments - Macquarie Funds Group

Fixed Income Product Manager

Philadelphia, PA

2013 - Present

Cover a segment of the overall fixed income product line including business development, product

positioning, product line management and competitive analysis

Develop and maintain periodic portfolio and market updates, including investment issues, marketing

ideas and attribution analysis to drive awareness and uncover opportunities

Serve as a client facing member of the investment team for retail and institutional engagements

regarding sales, asset retention, and due diligence

Develop, maintain and edit marketing literature/sales ideas, product profiles, requests for proposals

(RFPs), questionnaires and market commentaries to keep shareholders informed

Citigroup Global Markets

Vice President – Municipal Sales and Trading

Philadelphia, PA

2009 - 2013

Served as an integral member of a fixed income team managing a $75MM inventory

Accomplished sales efforts for a trading desk which oversaw approximately $15MM in annual P&L

Provided sales coverage which included in-depth product and market knowledge to uncover

opportunities and maintain relationships

Operated in the secondary market with Citi’s inventory and the new issue market with Citi’s syndicate

desk

Sovereign Bank Capital Markets

Assistant Vice President – Fixed Income Sales and Trading

Philadelphia, PA

2006 - 2009

Consulted Sovereign’s clients on capital market’s fixed income products and strategies

Provided sales and trading execution for Corporates, U.S. Treasuries, Agencies, and Municipals

Covered customers representing over $2BN in assets for the firm

Assistant Vice President - Structured Products

Gained experience in structuring, pricing, hedging, loan level due diligence, accounting, legal review,

deal negotiations and deal proposals to both external and internal parties

Served as an instrumental team member in issuance of $1BN CMBS transaction

Serviced over $1BN in Repurchase Financing and Structured Purchase Facility financing

Bryan R. Favilla page 2

AXA Financial

Associate

Philadelphia, PA

2003 - 2006

Served as a partner on a financial planning team, which was awarded with the elite Sterling Group

designation – a platform for the firm’s top producers

Managed risk and drove growth of client’s assets utilizing equity, fixed-income, and alternative

investments


Certifications: FINRA Series 7 & 63 certified

Community Service: Music and Animal Therapy volunteer positions at The Hospital of the University

of Pennsylvania

Systems: Proficient in Bloomberg and Morningstar

Interests: Skiing, golf, and tennis

SHA N GA O 93 Mount Vernon Circle • Atlanta, GA 30338

(770)557-8111 • [email protected] • www.linkedin.com/in/sgao1

SUMMARY

Strategy Operation & Technology consultant with over 6 years’ extensive experience in healthcare IT industry providing

implementation and consulting services to McKesson’s existing 2000-hospital customer base on optimizing their financial

and operational performance. Track record optimizing performance and driving transformation across diverse business areas

including Product Management, R&D, Services and Consulting.

Spearheaded support team of 10+ people for next generation, $1 billion invested Hospital Information System for all

4 hospitals nationwide.

Key pilot member structuring McKesson’s first Professional Services organization offering consulting services to

over 2000-hospital customer base.

Ranked as Top Performer (3 out of 60+ team members selected) with 100% customer satisfaction.

Certified Lean Six Sigma Green Belt by McKesson (1st employee to achieve among 200+ team members).

EDUCATION

University of Pennsylvania – The Wharton School

Philadelphia, PA

Master of Business Administration Candidate

Major: Finance & Entrepreneurship 2015

University of Florida Gainesville, FL

Master of Science in Decision and Information Sciences 2007

Tianjin Polytechnic University Tianjin, China

Bachelor of Science in Computer Science 2005

EXPERIENCE

McKesson Technology Solutions, McKesson Corporation

Alpharetta, GA #14 on the Fortune 500, $137 billion revenue for FY14, provides health information systems & distributes pharmaceuticals.

Professional Consultant, Enterprise Information Solutions 2012 - Present

Sr. Technical Engineer – Revenue Cycle Support 2011

Technical Engineer – Revenue Cycle Support 2009 - 2011

Associate – Product Management & Product Development 2008 - 2009

Consulting

Determine best revenue cycle solutions for clients’ business needs and processes aligned with their financial goals.

Engage customers during sales process, closed over $500K services business, 100% deal closing rate.

Develop and manage Customer Data Analytics program that provides financial and operation assessment on

hospital’s key performance indicators that helped hospitals (700+) improve their bottom line by over 20%.

Implement, configure and test McKesson revenue cycle products for hospitals (500+ beds).

Develop business and technology solutions for internal clients that improved McKesson’s overall analytic capability

and operational transparency by over 50%.

Design and deliver product training to improve hospital staff proficiency with McKesson products.

Business Process Improvement

Assist senior leaders with developing ICD-10 program methodologies that streamline customer engagement process

among customers, McKesson Sales and Professional Services business unit.

Develop benchmarking tools for consultants to monitor hospital performance and provide recommendations.

Initiated and led Six Sigma Green Belt project that improved optimization assessment process by 300% and reduced

overhead by $426k annually.

Utilized Six Sigma methodologies to implement changes that improved McKesson Customer Readiness Forecasting

processes across100+ products and 300+ customers by 20%.

Shan Gao Page 2

Leadership

Managed client relations, integrated solutions, product enhancement and knowledge management process of

McKesson’s $1 billion invested hospital information system for all 4 hospitals nationwide.

Directed a 9-person team that revamped the Upgrade Services’ operational processes.

Led a 5-person team that streamlined Product Services’ financial forecasting processes.

Coached Implementation Consultants to exceed their performance plans of mastering a McKesson product.

Mentored cross-functional teams of 18 people to achieve their Six Sigma Yellow Belt (YB) certifications.

Product Support

Resolved 1000+ system issues (100% customer satisfaction) while supporting 8 applications used by 350+ hospitals.

Redesigned internal SharePoint website (150+ users), as Project Manager, that improved team productivity by 70%

and optimized internal business processes.

Developed Knowledge Management (KM) trainings and KM Weekly Volume/Reuse/Performance reports that

improved KM process across 3 teams of 60+ people.

Conducted data integrity analyses that reduced incoming Support case for the same issues by 100%.

Developed multiple automation tools and new business processes that improved team productivity by 30%.

Mentored a team of 12 Support Analysts to master product knowledge and achieve their performance goals.

Redesigned new hire on-boarding process to decrease ramp up time for mastering product knowledge by 50%.

Product Management

Conducted gap analysis among McKesson’s products, and between McKesson’s and rival’s products that Product

Management used for determining strategic planning and future product roadmaps.

Developed specifications of major regulatory changes for hospital claims to assist 9 product groups in defining

product enhancement requirements for 34 healthcare applications.

Product Development

Managed development and implementation of automation tool that optimized 40+ Canadian hospitals’ workflow in

submitting their “Monthly Hospital Census Summary”.

Created, revised, and verified hundreds of quality standards and test procedures that improved effectiveness

of automated testing for McKesson’s next generation hospital information system by 33%.

PricewaterhouseCoopers LLP McLean, VA

System & Process Assurance Services - Intern 2007

Performed IT General Controls auditing of one of largest utility companies, Pepco Holdings Inc., in Washington

D.C. to ensure accuracy of its final financial statement.

Provided recommendations to address identified control environment deficiencies.

Canadian Plastics Industry Association (CPIA) Tianjin, China & Montreal, Canada

Business Development Consultant 2005

Assisted in developing outsourcing opportunities for Canadian plastic business owners in Chinese new market.

Developed, drafted and translated bilingual Memorandum of Understanding that secured success of 3 strategic

partnerships between Canadian plastic business owners and Chinese manufacturers.

Managed communication of strategic recommendations between CPIA stakeholders and Chinese executives.

Motorola (China) Electronics Ltd. Tianjin, China

Personal Communication Sector (PCS) - IT Intern 2005

Developed database procedures that ensured data integrity and improved traceability of 10 major product lines.


Chair of Personal & Professional Development, McKesson PAVE Atlanta Employee Resource Group (2013-Current).

Business Strategy Consultant & Team Lead, Community Consulting Team (CCT) Atlanta (2012-Current).

Vice President of Public Relations, McKesson Toastmasters Club, Toastmasters International (2012-2013).

Six Sigma Green Belt & Six Sigma Black Belt Certification, Villanova University, 2012.

Interests: Swimming, running, handcrafting, traveling, volunteering, golfing and learning & teaching languages.

Raynelle Grace, PMP [email protected]

703.988.5888 (o) | 703.403.1392 (m)

CORPORATE EXECUTIVE

President/CEO of a growing strategy and technology consulting firm.

Delivers consistent revenue and profit growth by creating customer-focused organizations that provide superior products

and services.

Saved the FBI over $13 million in less than one year by dramatically transforming procurement activities.

Won USMC contract despite formidable competition against the likes of Booz Allen Hamilton, doubling Abex’s sales.

Established Real Estate firm, and serves as Property Manager / REALTOR™ for RDeans Realty (broker: Redfin

Corporation).

Pursues community interests including serving as Election Official, marathoner and fundraiser for the Leukemia and

Lymphoma Society, basketball coach, and Algebra/SAT tutor.

TS/SCI Clearance.

FEDERAL CLIENTS

CIA FBI ODNI DOJ NASA NGA NRO NSA

SELECTED PROFESSIONAL EXPERIENCE

Abex Systems, LLC, Vienna, VA 2007 – Present

President / CEO

Corporate Executive

Launched business with the unrelenting belief that the agility and enthusiasm of a mission-focused small business could out-

perform stagnant long-standing large businesses in the strategy and technology consulting market.

Track quarterly performance metrics that demonstrate superior client delivery.

Cultivated critical relationships with industry leaders such as Booz Allen Hamilton, Accenture, PWC, BAE, SAIC and Unisys.

Orchestrate all aspects of business including strategic planning, business development, financial management, and human

resource development.

Contribute significantly to neighboring community by providing employment, supporting undergraduate scholarships, and

speaking at local high schools to encourage academic achievement.

Client Engagements

Developed process and tool for tracking linkages between strategic objectives and performance metrics for executives within a

non-profit organization. Provided training on executive board leadership skills.

Provided Capital Planning Support including budget planning, strategy management, portfolio management, and enterprise

architecture consulting.

Served as program manager, with P&L responsibility (on behalf of client), managing a product group and services division.

Conducted vendor comparisons and cost-benefit analyses; delivered products and services that exceeded schedule, budget, and

quality standards. Facilitated acquisition and procurement activities.

Supported FBI in realizing cost savings of over $13 million in less than one year by consolidating contracts, and negotiating

superior contract terms for multi-million dollar procurements.

Developed and implemented strategy for commercial client’s attainment of CMMI Level 3 status.

Keane Federal Systems, Inc., Washington D.C. 2005 –2007

Business Process Reengineering Consultant

Strategic Planner

Managed six Consultants in support of Enterprise Business Process Reengineering (BPR) Initiative.

Established Six Sigma-based methodology as cornerstone of the BPR Center of Excellence and Program Management Office

to instigate culture of continuous improvement throughout client organization.

Led reengineering and transformation activities including facilitating cross-functional Integrated Process Teams (IPTs) charged

with mapping FBI processes utilizing Business Process Modeling Notation (BPMN), memorializing policy issues/obstacles,

developing recommendations for changing government mandates, and documenting customer’s business and IT requirements.

Raynelle Grace Page 2

Booz Allen Hamilton, McLean, VA 2003 - 2005

Systems Engineer / Process Improvement Facilitator

Promoted twice in less than 14 months for exceeding business development goals for newly developed proprietary Mission

Engineering methodology.

Leveraged Appreciative Inquiry (AI) methods in strategic planning and process improvement efforts.

Provided Project Management and Systems Engineering support in defining Investment Business Cases, conducting product

evaluations, developing visual concepts of operations, documenting requirements, and designing large-scale data management

and mission critical systems for U.S. Government clients.

Modeled business processes and offered technical and strategic recommendations in support of an international logistics and

facilities center, a global server and network operations organization (using ITIL framework), an identity and access

management program, an inspections and auditing institution, and DOD/Intelligence Community/Congressional clients.

Employed workflow management and business process mapping skill sets to establish the importance of utilizing process to

affect technology development (Tools: Lombardi TeamWorks, IGrafix).

Central Intelligence Agency (CIA), Langley, VA 2001 - 2003

Intelligence & Technical Analyst / Co-op Student

Created advanced mathematical models for predicting mechanical capabilities of water-based systems.

Organized and updated photographic and narrative information on aeronautic systems.

Performed analysis and authored technical and trade reports to affect export controls of various entities.

Researched and evaluated 10 years of mission data and intelligence and applied the research to produce current

Congressionally-mandated weapons intelligence reports.

Formed advisory group to promote employee retention, and mentorship across career stages.

NASA Langley Research Center, Hampton, VA 1997 - 1998

SHARP Apprentice / New Horizons Fellow Summer 2003

LARSS Researcher

Supported aircraft research on the Transport Research Facility by using computer-aided design to produce aircraft panels,

fabricate cables for ground support, and test electronics equipment.

Executed thermal tests for components of the Reusable Launch Vehicle (RLV).

Led an effort that developed and utilized models to determine a Systems methodology for funding projects submitted to the

Creativity & Innovation Proposal Selection Process.

University of Virginia – Center for Risk Management, Charlottesville, VA 2002 - 2003

Risk Management Associate / Researcher

Leveraged technical experience to affect public policy decisions related to highway safety.

Provided data analysis in validating and manipulating a software decision tool for solving highway lighting issues with the VA

Department of Transportation and Federal Highway Administration.

Modeled what-if crash scenarios and performed risk assessments for lighting-deficient highways.

Merck & Co., Inc., West Point, PA Summer 2000

Automation & Information Technology Intern

Implemented Systems-Lifecycle-Methodology and developed Functional Requirements Specifications for automated

pharmaceutical machinery and for the Manufacturing & Automated Systems Group website.

Developed computer programs using C++, Perl, JAVA, and HTML.

Executed Verification and Validation Testing for pharmaceutical equipment.

L&R Human Resource Associates, Hampton, VA 1995 - 2000

Leadership and Diversity Consultant (Focus: Youth Empowerment)

Performed accounting functions, established business strategy, supported grant-writing, and created marketing materials.

Prepared curriculum and delivered workshops on range of leadership and diversity topics.

EDUCATION

University of Pennsylvania, The Wharton School, Philadelphia, PA

2015 M.B.A. (Candidate)

Georgetown University, Washington, D.C.

2012 Professional Certificate – Budget and Finance

George Washington University, Washington, D.C.

2005 M.S. Systems Engineering

University of Virginia, Charlottesville, VA

2003 B.S. Systems Engineering

S. Kent Gryskiewicz [email protected]

+1.202.487.6909

________________________________________________________________________________________________________

Profile

Dynamic global leader with strong cross-cultural business fluency, experienced in building teams and profitable business lines in

developed and emerging economies. Successfully executed business functions from high-level corporate strategy to direct

operational management. Driven, with a track record of quickly rising in all organizations through collaborative, results-oriented

leadership. Astute insight into customer behavior and market trends, which has positively impacted business and teams through

increased revenues and reduced costs.

Education

The Wharton School, University of Pennsylvania 2013 - 2015

MBA Candidate, Finance & Management Major

Member of Wharton Advisory and Consultative Committee

Relevant Coursework: Corporate & Advanced Corporate Finance | Macroeconomics and the Global Economic

Environment | The Finance of Buyouts and Acquisitions | Venture Capital and the Finance of Innovation | Impact

Investing | Corporate Valuation | Corporate Restructuring | Taxes & Business Strategy

The George Washington University 2004

BA, Sociology & Political Science - cum laude

Career History

Wipro Technologies: Director Present

Manage $7MM + budget reporting to VP of Strategy, leading client, personnel, sales, execution, and budget Management within

Technology & Consulting Sector. One of the youngest Directors in company history.

Director - Innovation, Strategy & Growth Team (Current Role)

o Executed corporate investment to build business lines from zero to multi-million dollar revenue streams within 12-

18 months. Captured a +$90MM program in emerging geography as Director overseeing market growth

o Managed a team of 25+ across 3 continents accountable for sales, delivery, and back office functions

o Identified and shutdown unprofitable business ventures, saving ~$1MM in investment, in less than 1 year

Wipro Energy Consulting EMEA Practice (2010 -2011)

o Captured and led multi-year, $20MM dollar global program deploying oil and gas upstream operations technology

focused on driving increased production and lowering operations costs

o Developed vision and led sustainable growth of European component of Wipro Energy Consulting Practice and

managed team which delivered over 500% growth in 1 year

SAIC: Managing Consultant 2004 – 2009

Served as Managing Consulting lead for multiple client-facing programs, focused on strategy and business consulting. Selected

experience:

Royal Dutch Shell, Smart Fields Collaborative Work Environment (CWE) Program Delivery Manager

o Managed all client engagements and 15 teams across 5 continents, delivering $11MM+ revenues, requiring detailed

business and domain knowledge, while maintaining stellar client reviews

U.S. Intelligence Community Client – CIO, KM Strategic Planning Deputy Project Manager

o Led $4MM program to development of mission-critical Knowledge Management Strategy and Implementation Plan

o Managed 12+ sub-contractors in high-profile environment; ensured on-time, in-budget, quality completion of all

project deliverables

o Directed client engagements and all senior level interactions between team and intelligence community

U.S. Department of Defense (multiple clients)

o Served as team lead delivering business consulting programs in groups of 2 – 8 with skills in change management,

best practice capture, business process reengineering, knowledge management, strategic planning, and small/large

group facilitation

U.S. Senate: Congressional Research Assistant, Office of Senator John Edwards 2003 – 2004

British Parliament: Parliamentary Research Assistant, Office of M.P. Lawre Quinn 2003

Publications

“From Digital Cities to Digital Camps,” Intelligent Offerings for Oil and Gas, Wipro 2013

“Better Decisions, Bigger Profits: Eliminating Profitability Killers through a Collaborative Decision Environment in the

mining industry,” Wipro Research Counsel, 2011

“Unleashing the Full Potential of Technology Initiatives; Effective Execution in a Global Enterprise,” Wipro Council for

Industry Research, June 2010

“Evolution of Collaborative Work Environments – Are We Ready for It?,” Society of Petroleum Engineers 123202, April

2009

“Applying Learnings in New Product Development at SAIC,” Knowledge Management Review, May 2006

Additional Information

Affiliations: Society of Petroleum Engineers; Association for Managers of Innovation (Washington, DC Chapter)

Languages: English (native); Turkish (fluent); French (conversational)

PRAVEEN KUMAR

33 Smith Street, Metuchen, NJ 08840 | +1-732-397-8611 | [email protected]

CAREER SUMMARY

15 years of experience in building market risk management reporting and analytical tools; implementing risk processes for

regulatory compliance; currently head of market risk technology at Citigroup.

Led development of ground up Market Risk infrastructure for all traded assets (Equity, Rates, FX, Commodity, Credit,

and Securitized Markets) across trading book and investment portfolio for risk monitoring and regulatory capital

Led the technology implementation of compliance with new regulations such as Basel II.5, Volcker, CCAR

(Comprehensive Capital Analysis and Review) and internal risk frameworks such as daily market risk limits

monitoring, and exposure/VaR reporting

Managed cross-functional efforts such as Basel II.5 CCAR involving various groups within the firm for regulatory

compliance

EDUCATION


MBA Candidate (Executive Program); Intended Major in Finance

Philadelphia, PA

2013-2015

First Year GPA: 3.68/4.0; First Year Honors; Director’s List (Spring’14)

INDIAN INSTITUTE OF TECHNOLOGY

MS; Mechanical Engineering

Kharagpur, India

1996-1998

GPA: 9.69/10, US equivalent GPA: 4.0/4.0

EXPERIENCE

CITIGROUP INC

Director, Market Risk Technology

Director, 2012-Present

New York, NY

2001-present

Manage a budget of USD 10MM, providing transparency into budget to technology management and risk management

stakeholders

Chairing steering committee with key clients to review strategy, progress and prioritization of market risk programs

Leading the effort of Trading CCAR stress testing platform build out for all risk stripes (14Q and 14A schedule)

Leading new platform build out for backtesting to retain VaR approval for Risk Weighted Assets savings

Developed, trained and managed team of more than 60 people at different global location (NY Metro, Mississauga, India)

Senior Vice President, 2010-2011

Achieved significant operational efficiency and cost reduction (annually $5MM recurring) by retiring manual and legacy risk

reporting processes. Led the vision and implementation of self-serviced reporting tool and rolled out to global user base

Built various analytical tools such as what-if, portfolio risk replication, VaR scenario, and portfolio hedging for daily risk

management and capital optimization to reduce firm wide risk in trading business

Vice President, 2005-2009

Led the vision, strategy, and delivery of global Market Risk IT solutions spanning data (transactions and factor sensitivities),

analytics (VaR) and reporting (Exposure/VaR/Regulatory Capital/Single Name/Limits)

Assistant Vice President, 2001-2004

Re-engineered a large 24x6 batch process to reduce sequential steps and increase concurrency in the process while

maintaining data interface with ~100 upstream and downstream systems

Designed and developed data processing module required for DV01, vega and spread risk reports

INVERTICA INC

Software Engineer

New York, NY

2000- 2000

Served as founding member of internet start-up team; implemented internet based market called Intention Market – reverse

of auction. Designed and developed web-service platform using Java and XML

D. E. Shaw & Co

Software Engineer

Hyderabad, India

1998- 2000

Implemented compliance management system to manage and monitor various aspects of trading compliance

Developed back office reconciliation platform between trade execution and settlement

Designed and developed market making platform to match orders of institutional clients


Computer Programming & Modelling Skills: Java, Python, Perl, SQL, Excel/VBA,Crystal Ball, JMP, R

Immigrated to US in 2000 from India, US Citizen

Languages: Native speaker of Hindi, fluent in English

PEIYING LIAO LIN 5 Libby Court, Edison, NJ 08820 ● [email protected] ● (510) 333-5188 ● www.linkedin.com/in/peiyingliaolin

EXECUTIVE SUMMARY

Results-driven healthcare marketing professional with six years of experience in direct-to-consumer and direct-to-physician

marketing. Proven ability to develop and execute tactics to engage target audience and maximize ROI. Expertise include:

Strategic marketing and branding Digital marketing Media campaign management

HCP clinical literature development Lead generation Business analytics

EXPERIENCE

PROCURE TREATMENT CENTERS

Manager of Marketing Services and Programs (2012-present)

Senior Marketing Associate (2010-2012)

Marketing Associate (2008-2010)

New York, NY

2008-present

Developed brand roadmap and executed marketing strategy to increase patient and physician adoption of novel cancer therapy.

Applied insights from market research and focus groups to influence behavior in treatment decision. Implemented media

campaigns using online and offline tactics based on segmentation of patient type to raise awareness and patient volume.

Manage $5.6M media campaign comprised of search engine marketing, digital banner, radio, newspaper, billboard and social

media for three treatment centers. Increased year-over-year patient lead volume by 50%.

Spearhead development of continued medical education (CME) program. Launched over 10 CME programs to date.

Develop physician promotional materials covering six disease areas in collaboration with industry KOLs.

Direct six managers to improve and standardize patient services and advocacy programs that improved patient satisfaction

and increased patient referrals through word-of-mouth by 200%.

Developed quantitative metrics to analyze trends in patient volume and effectiveness of media campaign for C-level

management and board of directors.

Led agency team of 10 on $500K development of corporate website, which increased monthly organic traffic by 50% and

lead conversion by 30%.

Advised regional marketing directors on execution of geo-targeted search engine marketing and search engine optimization

tactics such as backlinking.

Planned $1M corporate marketing budget, allocating scarce resources to complete projects on time and under budget.

LAZARD FRERÈS & CO

Financial Analyst - Life Sciences Group

San Francisco, CA

2005-2008

Performed financial analysis on merger and acquisition, financing, and licensing transactions for biotechnology, pharmaceutical

and medical technology companies. Built and analyzed valuation models to assess acquisition synergies and risks.

Served as sole analyst on three corporate mergers, deal size ranged from $190M to $2B.

Solicited acquisition interest for $150M medical technology company by conducting comprehensive market research.

Conducted due diligence and drafted prospectus for $75M equity offering for public pharmaceutical company.

Recognized by VP as analyst with potential and received offer to stay as third-year analyst at the start of second year.

EDUCATION


MBA Candidate, Executive Program

First-Year Honors (top 20% of class)

Philadelphia, PA

2015

UNIVERSITY OF CALIFORNIA, BERKELEY

BS, Business Administration, Walter A. Haas School of Business

BA, Molecular and Cellular Biology

Berkeley, CA

2004


Volunteering: Served as Project Team Lead with New York Cares for four years. Taught more than 100 children to

appreciate music and art through monthly dance lessons and urban adventure projects.

Languages: Native fluency in Mandarin Chinese.

Interests: Classically trained in piano and viola. Self-taught vocalist. Aspire to be on The Voice.

SUGANDHA PINTO 302 Perimeter Center, Atlanta, GA 30346 [email protected] 404-916-1537

PROFESSIONAL SUMMARY Analytical problem solver with consistent history of being recognized as a top performer. Strategic leader with 9+ years of global experience identifying strategic issues, delivering business solutions and process improvements, and driving high impact on critical projects through sophisticated analytics and proven project management skills.

EDUCATION The Wharton School, University of Pennsylvania Philadelphia, PA

MBA Candidate, Majors in Strategic Management and Entrepreneurship 2013-2015

• Conducted an independent study on impact of payment structures on efficacy of disease management.

Institute of Chartered Accountants of India New Delhi, India

Chartered Accountant 2000-2004

The Kurukshetra University Sirsa, India

Bachelors of Commerce 1999-2002

• Top 5% in first year. Studied for Chartered Accountancy and worked 30 hours a week for internship in year 2 and 3.

PROFESSIONAL EXPERIENCE Molnlycke Healthcare Atlanta, GA

Financial Analyst 2011-Present

• Identified inefficiencies and strategic mismatch in field team compensation plan, devised effective plan and convinced senior management to change direction within first 6 months in role, resulting in improved sales by $8.9M and overall savings of $300K in compensation.

• Diagnosed gap between potential sales and actual sales by analyzing complex hospital demographic data, building models to determine market potential and performing micro targeting for sales team.

• Collaborated with Corporate Accounts team to design business models and devise strategy to retain $20M of business through bidding for GPO (Group Purchase Organization). Business was successfully retained.

• Assumed monthly pipeline discussion responsibilities in absence of VP, Sales. Developed automated trackers and independently handled monthly pipeline discussions with management team, resulting in more efficient logistics.

• Negotiated with data providers to source market share data and evaluated market insights maps which provided marketing function with target geographies and resulted in increase in Polyisoprene gloves market share by 5% ($17M).

Yum Brands New Delhi, India

Field Finance Manager 2008-2011

• Awarded “Raise the Bar” by global CFO and received recognition from Managing Director of Business Unit for designing and launching KPI driven benchmarking tool that analyzed performance and drove accountability and corrective actions, resulting in increased focus on profits.

• Identified root cause of unprofitability in restaurants in prime locations. Created and led 5-member cross-functional team to determine reasons and execute corrective actions which resulted in more than 2% increase in profits.

• Transformed control environment in span of 9 months which resulted in Business Unit successfully passing corporate audit after failing for period of 3 years.

• Selected by CFO to receive “2515” award for significant contribution to business unit and was promoted to Field Finance Manager within 1 year.

• Developed “Go/No Go” strategy for launching delivery service in KFC restaurants in India.

The Coca-Cola Company New Delhi, India

Audit Manager 2005-2008

• Selected by VP, Internal Audit for 10-member cross-functional team to perform application control review and control gap assessment before ERP implementation in India.

ADDITIONAL INFORMATION • Interests: Recently began taking wood-working classes and built a bookcase. Love to read and write poetry especially

the Haiku form of poetry. Rock climbing. Bikram Yoga.

• Leadership Positions: District Young Women’s leader and Behind the Scenes Organizer for Soka Gakkai International, an organization accredited by United Nations. Volunteer at Asera Hospice.

__________________________________________Gedaliah Riesenberg____________________________________________

255 West 85th

Street, Apt. 8AB, New York, New York 10024; [email protected]

________________________________________________________________________________________________________

WORK EXPERIENCE

INDEPENDENT MANAGEMENT CONSULTANT

Senior Consultant

New York, USA

2012-2014

Active Health Management (Aetna): Evaluated and implemented a range of cost reduction initiatives which achieved 15% in

cost savings

Helmsley Trust: Re-designed budgeting operations and management reporting for >$4B trust

Helmsley Trust: Evaluated endowment risk caused by unbalanced payout ratio

Global FMCG: Evaluated and recommended portfolio changes due company de-merger

SELF HELP

Board Observer/Steering Committee for Virtual Senior Center

New York, USA

2011-2014

Advised CEO/CTO/Board on strategy for innovative tele-health strategy and led implementation of commercialization

PARK ASSIST

VP Corporate/Business Development

New York, USA

2010-2012

Innovative technology start-up that improves garage utilization through a network of cameras with propriety software

Determined and executed optimal go-to-market strategy to rapidly expand company in 14 key countries, increased sales

pipeline 7x

Headed Program office to address all internal strategic/tactical projects (divestiture, fund raising, pricing, cost reduction)

Led end-to-end development of new product base that addressed a $1B opportunity

BAIN AND COMPANY

Senior Associate Consultant

Melbourne, AUS

2006-2010

BioPharma Co.: Identified, screened, and evaluated 15,000 molecules across commercial (market size/value, unmet need)

and technical characteristics (efficacy, development costs, risks) to help close $4B revenue gap

BioPharma Co.: Recommended two innovative obesity devices after creating/ implementing strict vetting process

(commercial, technical, strategic fit, accessibility) to increase strategic opportunities by diversifying revenue stream

Bain Private Equity Group: Managed private equity projects focusing on commercial review and valuation; conducted due

diligence on a distressed containerboard manufacturer and Airline MRO company, among others

Mining Services Co.: Identified a turnaround and long term growth strategy, which was operating below full potential

Telco: Worked across divisions (sales, engineering) and functional areas (planning, procurement, delivery) to reduce Capex

spending by $400M

FMCG company: Developed core PMO tools including Risk and Stakeholder engagement plans, detailed work-plans, and

tracking tools, which led to realization of $85M of cost reduction initiatives

Externship Experience

New York City Economic Development Corporation - Various projects: Financial services sector response, economic

impact of the arts, and academic medical centers growth constraints study

_________________________________________________________________________________________________

ACADEMIC HISTORY


Master of Business Administration Candidate; Major in Operations and Management

Philadelphia, USA

2013-2015

Clubs: Private Equity and Venture Capital, Healthcare, Entrepreneurship

Initiated/Directed five-person cross-functional team for independent study project to determine key factors for successful

implementation of Disease Management Programs

UNIVERSITY OF NEW SOUTH WALES

Master of Commerce; Major in Finance

Sydney, AUS

2004-2005

Dean’s list

Coursework: Advanced Corporate Finance, Financial Modeling, Financial Accounting, Capital budgeting, Valuation,

Economic Theory

ARIEL-UNITED ISRAEL INSTITUTES

Bachelor of Jurisprudence

Jerusalem, ISR

2000-2003

Graduated with High Distinction average; (top 2% in class)

Coursework Requirements: Intensive research and thesis writing skills, analytical and critical thinking

________________________________________________________________________________________________________

ADDITIONAL SKILLS AND INTERESTS

Personal Interests: IRONMAN Triathlons; (Ultra) Marathons; Social entrepreneurial projects

Board Positions: Board Observer for Self Help (aged care organization), Board member (Young leadership committee), Free-

loan Society, Young leadership committee of the Crohn's and Colitis Foundation of America

CAROLINA ROMERO – ROBAYO 1301 Vermont Avenue NW, Apt. 406 ∙ Washington, D.C. 20005

(202) 664-9164 ∙ [email protected]

CONSULTING | SOCIAL POLICY | STRATEGY

Talented leader with a consistent history of industry expertise in policy design and change related to social, fiscal and

financial reforms. Profound analytical skills with a proven ability to identify stakeholders’ needs and provide pragmatic

solutions, working in multicultural environments. Experience in transforming ideas into fully structured projects, resulting in

outcomes that provide high social impact. Aptitude to lead teams and empower people to recognize and effectively use their

unique skills. Motivated to make best use of resources. Fluent in English and Spanish (native). Proficient in French.

Expertise in creating strategies to improve social protection benefits and increase performance in Latin American,

Middle Eastern, South Asian and Sub-Saharan African countries.

Knowledge in developing customized social protection, and internal conflict databases. Significant experience and

capacity in designing and providing training on macro-actuarial models. Co-author of multiple books and articles on

pension systems.

Ability to understand and contribute to public policies aimed at improving quality of life for populations affected by

violence and vulnerable population groups in low and middle income, and post-conflict countries.

Experience in leading and coordinating global interaction with multiple counterparts in international organizations,

governments, NGOs, and the private sector.

EDUCATION

UNIVERSITY OF PENNSYLVANIA, THE WHARTON SCHOOL Philadelphia, PA, U.S.A.

M.B.A. (Candidate) 2013 – 2015

UNIVERSIDAD DE LOS ANDES Bogota, Colombia

M.S., Economics 2006

B.A., Economics 2005

EXPERIENCE

THE WORLD BANK GROUP Washington, D.C., U.S.A.

Analyst, Social Protection & Labor Global Practice 2011 – Present

Lead World Bank representation in dialogue with governments in Latin America and Sub-Saharan Africa; facilitate

policy reform discussions; provide clear guidance on expanding social benefits coverage, ensuring financial and

administrative effectiveness of social protection systems, and creating adequate pension benefit levels for more than 20

diverse pension schemes.

Support the design and implementation of social security systems in post-conflict countries in Middle East and South

Asia by identifying the main challenges, designing and providing capacity building, and empowering teams to

implement necessary pension and social security reforms.

Coordinate the evaluation of payment and transaction processes of social protection systems, guiding governments to

design efficient social protection administrative procedures in order to improve the benefit provision process, including

ensuring system sustainability and the fulfilment of social needs.

Consultant, Human Development Network – Social Protection & Labor Unit 2009 – 2011

Collaborated in social protection policy dialogue and knowledge transfer to government representatives from more than

40 countries, evaluating suitable and customized pension reforms, and guiding government entities to develop their

reform agenda.

Redesigned and populated the Pension Systems Database of the World Bank, which includes information for 181

countries and is an essential tool for conducting global social security policy discussions.

Coordinated communication with internal and external World Bank clients and supported the design of a Pension

Community Practice, which serves as a resource for data collection, policy discussion and general team coordination.

Carolina Romero-Robayo Page 2

BBVA GROUP Bogota, Colombia

Pension Economist, Economic Research Department – Global Trends Unit 2006 – 2009

Provided concrete pension system reform recommendations to the Government of Colombia with respect to: coverage

expansion for 71% of the economically active population; 18% reduction on the annual fiscal pension expending;

adequacy of retirement and life insurance benefits; alternatives for private pension fund investments.

Produced relevant pension related articles and co-authored 3 books that served as the basis for a discussion between the

Government and the Pension and Insurance Fund managers, the design of a political agenda, and a concrete reform

proposal submitted to the Colombian Congress.

Managed external communications, engaging the participation of Colombian Ministers, academics, and pension and life

insurance industry managers to ensure sufficient stakeholder support. Organized seminars and policy debate panels,

which were an excellent platform to reach industry consensus and prepare a pension reform proposal.

CENTER OF ECONOMIC DEVELOPMENT STUDIES (CEDE) Bogota, Colombia

Research Assistant 2005 – 2006

Supported research projects by The Human Rights Office in The Presidency of Colombia and by the Faculty of

Economics at the Universidad del Andes designed to assess the impact of violence on different social economic areas

and to emphasize the relevance of investing in national defense and poverty alleviation programs.

Created the Colombian Violence, Conflict & Human Rights Violations Database, which includes police and armed forces

detailed daily reports of 20 years of history and serves as an essential analytical tool for identifying the most vulnerable

geographical areas and strategically allocating public resources.

SELECTED PUBLICATIONS

Pensions at a Glance: Latin America and the Caribbean. This forthcoming book is the first joint effort by the World Bank,

the Organization for Economic Co-operation and Development (OECD), and the Inter-American Development Bank (IDB)

to create a common ground for pension system analysis and to improve the policy discussions in Latin America, based on the

different expertise of each organization.

International Patterns of Pension Provision II: A Worldwide Overview of Facts and Figures. This article is a World Bank

Social Protection & Labor Discussion Paper, Co-Authored with Montserrat Pallares-Miralles and Edward Whitehouse. It has

become the main tool for policy dialogue engagement and recently the most downloaded article on Pensions from The World

Bank. http://www-

wds.worldbank.org/servlet/WDSContentServer/WDSP/IB/2012/06/21/000333038_20120621024626/Rendered/PDF/703190

NWP0SPL000Box370035B00PUBLIC0.pdf

A Balance and Projections of the Experience in Infrastructure of Pension Funds in Latin America. A collective effort of the

Global Trend Team at BBVA Group in 2010 to identify the main challenges facing private pension funds and insurance

companies wishing to invest in infrastructure in Latin America. This publication remains a clear guidance of the next steps

that the industry should follow in order to overcome existing challenges and is still widely read.

http://www.bbvaresearch.com/KETD/fbin/mult/A_balance_and_projections_of_the_experience_in_infrastructure_of_pensio

n_funds_in_Latin_America_tcm348-221384.pdf?ts=18102012

Confianza en el futuro. Propuestas para un mejor sistema de pensiones en Colombia (Confidence in the Future. Proposals for

a Better Pension System in Colombia), Co-Authored with Ángel Muñoz, Juana Téllez, and David Tuesta, this is the first

book ever written that describes the history of the pension system in Colombia and assess its performance. This book served

as the pillar for the policy pension reform agenda in Colombia, as well as the framework and a resource to ensure both public

and private sector participation.

ADDITIONAL SKILLS

Languages: Fluent in English and Spanish (native). Proficient in French.

Community Service: Volunteer at Bella Flor Foundation. Supported activities designed to develop better learning skills

and improve the creative skills of children living in marginal communities in the south of Bogota.

Interests: Oil painting and Watercolor artist.

Robert M. Wicentowski, CFA 7640 Quail Park Drive, Charlotte, NC 28210

Mobile: 704-968-8342

Email: [email protected]

OBJECTIVE

Proven leader with nearly 20 years of experience in equity derivatives, risk management, technology, financial modeling and project management seeking investment management positions with a focus on equity derivatives. Superior analytical and quantitative abilities combined with creativity and entrepreneurial spirit enables me to quickly solve complex problems and deliver solutions in a high-paced environment. MBA Candidate at the Wharton School.

EXPERIENCE

Wells Fargo & Company Charlotte, NC 2005 - Present Vice President, Options Strategies Group, Wealth Management 2010 – Present

Lead risk management, trading, and strategic initiatives including quantitative research and product development for team of 5 professionals trading over 100,000 option contracts per month for HNW and UHNW clients

Managing projects focusing on additional product offerings including customized fixed income hedging, expansion of business into Wells Fargo Advisors and creation of marketing composites

Implemented key operational efficiencies leading to 300% account growth over 3 years and year-over-year revenue growth of over $900,000

Manage all technology aspects of business including trading system, quantitative models and reporting databases

Partnered with third party vendor to design and implement state-of-the art order management system (OMS) including real-time exposures, profit & loss, risk metrics, complex allocation methodologies and compliance tools

Researched and developed cross-sectional regression model using short-term momentum, fundamental and technical factors to forecast short-term performance of equity universe assisting in 15% performance improvement

Performed Monte Carlo simulations to model strategy risk/reward profiles for $1.5 billion client

Director, Portfolio Analytics, Investment Risk Management, Wells Capital Management 2009 – 2010

Managed Portfolio Analytics team of 4 professionals in support of equity and fixed income risk management as well as portfolio managers, RFP, marketing and finance functions

Designed and implemented fixed income risk analytics platform to analyze and validate analytics for fixed income institutional strategies increasing consistency and marketability of products

Provided senior management and portfolio managers with detailed performance, contribution and attribution analysis required to identify key risks, to quantify manager compensation and to assist with sales and marketing

Key member of Fixed Income Risk steering committee chaired by CIO of Fixed Income. Conducted scenario analysis and peer research, and analyzed impact of complex securities and derivatives on portfolios

Vice President, Sr. Risk Analyst, Investment Risk Analyst, Evergreen Investments 2005 – 2009

Developed automated solutions for senior management reporting to track high risk securities and asset classes providing management with real-time exposure information which reduced potential losses during financial crisis

Implemented and managed Risk Management database including positions, transactions and referential security information allowing for consolidated vision and risk assessment all of assets held across multiple lines of business

Developed detailed AUM reporting across the firm allowing management to better understand the drivers of P&L

Enhanced daily derivative reporting (swaps, options, futures) to monitor portfolio manager leverage and outsized risks; process immediately triggered and notified senior management to inspect and reduce exposures

Baker & Taylor Charlotte, NC Sr. Benefits Analyst 2004 – 2005

Managed conversion of HR and payroll systems. Coordinated database design, user access, and parallel testing

Designed internal database to manage year-end employee annual health care enrollment process which led to an annual savings of $200,000

Robert M. Wicentowski, CFA • Mobile: 704-968-8342• Email: [email protected] Page 2

Colgate-Palmolive Company New York, NY Sr. Benefits Analyst 2002 - 2003

Modeled complex projections of $300 million Employee Stock Ownership Plan (ESOP) refinancing using Excel VBA

Developed internal calculation engines and reporting tools for severance, 401(k) and pension plan projections, and deferred compensation

BlackRock, Inc. New York, NY Associate – Sr. Benefits Analyst 2000 – 2002

Performed budgeting, forecasting and operations for employee benefit programs and compensation plans

Managed year-end compensation process and designed/produced employee total compensation statements

Actuarial Science Associates Somerset, NJ Actuarial Analyst 1997 – 2000

Analyzed international benefit policies and assisted in development of international pension plan model

Assisted in mergers and acquisitions of global Fortune 100 companies

PriceWaterhouseCoopers; The Kwasha Lipton Group Fort Lee, NJ Actuarial Analyst 1995 – 1997

Completed actuarial valuations and retirement calculations for approximately 10-15 Fortune 500 clients

EDUCATION

The Wharton School, University of Pennsylvania Philadelphia, PA Master of Business Administration Candidate 2013 – 2015

Intended concentration in finance with focus on management strategy

Director’s List (Top 10%), First Year Honors (Top 20%), GPA: 3.77, GMAT: 750

Rutgers, The State University of New Jersey New Brunswick, NJ Bachelor of Arts in Statistics and Mathematics, Minor in Economics 1991 – 1995

Dean’s List, Phi Beta Kappa and Golden Key National Honor Society


Certifications and Awards

CFA Charter holder and member of CFA North Carolina Society

Evergreen Hero Award Recipient (2008) – Celebrates individuals with extraordinary performance and vision

Volunteer Activities

Member of the Wharton Alumni Club of Charlotte

Vice President Adare Homeowners Association

Volunteer Tutor for GMAT and GRE

Technical Skills

Microsoft Office including Excel, Access, Visual Basic; SQL and Perl

Third Party tools: Bloomberg, FactSet, Barclays Point, MatLab and RStudio

Passed Society of Actuaries Exams 100, 110 and 135

Interests

Exercising (including jogging and Crossfit), golf, poker, international travel, mentoring and coaching

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