The Wharton School
Class of 2019 1st Year Resume
Book
Resume Book Details
Academic Year: 2018
Who Can Apply
Student Group(s): 1st Year MBAs
TABLE OF CONTENTS
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STUDENT NAME
Carter Bielen
Joshua Stuart Brenner
Ling Chun Karen Chen
Xi D. Chen
Kai On Cheung
Rafael De Juan Astray
Tom Jonathan Eastell
Melina Noelle Flabiano
Promeeta Ghosh
Elaine Danielle Goodman
Ross Adam Jacobson
Karen Jiwon Jang
Claudia Kronenfeld
Jennifer Mi
Janet Mee Joon Park
Soonkyu Park
Aleria Morgan Edwards Perry
Jillian Salant
Adebunkola Anthonia Samuel
Yohei Shoji
David Anthony Spelman
Dorena Tu
Tara Vaziri
Farah Mahmood Virani
Elizabeth Lisa Wen
Nancy Yiawei Yan
Angela Cassandra Yun
PROGRAM CLASS
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
Full Time MBA - 2019
CARTER BIELEN
1925 Spruce Street, Apt. 3F
Philadelphia, PA 19103
205-527-7379
cbielen@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
• GMAT: 770 (99th percentile)
• PE/VC Club Board Member for Education, Wharton Community Consultants Project Manager
• Member of Wharton’s Retail Club, Finance Club, Boxing Club, Basketball Club
Philadelphia, PA
2017-2019
COLLEGE OF ARTS AND SCIENCES, BOSTON COLLEGE
Boston, MA
Bachelor of Arts; Major in Economics, Philosophy, Minor in History
2009-2013
• Cumulative GPA: 3.7
• 4Boston Co-Chair, Councilperson, and Volunteer (Elected to co-lead 400+ person weekly student service organization)
• Elections Committee Co-Chair (Elected to lead ~10-person team managing student government election processes)
EXPERIENCE
L.E.K. CONSULTING
Boston, MA
Consultant
2017
Senior Associate Consultant
2016-2017
Associate Consultant
2015-2016
Associate
2013-2015
• Received top rating (top 10% of class) in all review periods and promoted to Consultant 6 months faster than typical track
due to outstanding performance
• Selected based on skills and experience to teach 2-week orientation to ~75 first-year associates and 5 additional trainings for
~25-30 associates; awarded Professional Development Instructor of the Year 2016-2017 based on student reviews
Selected project experience:
• Managed 4-person team to optimize product offerings and model sales and profit impact of pricing changes for ~$300M
revenue weight management program via a ~3,200-person conjoint pricing study; business experienced immediate increase
in consumer adoption and sales following new product launch
• Defined digital strategy for ~$1bn revenue segment of a marine equipment manufacturer as part of a 5-person team;
recommendations created based on detailed financial analysis and consumer research and were used by management to
implement initiatives to grow online sales
• Developed model forecasting impact of strategic plan and investments on sales and profit of 4 marine equipment
manufacturer business lines and 10 sales channels; analysis enabled executives to prioritize key initiatives and Board of
Directors to compare expected returns against those of other investments
• Directed evaluation of 15 acquisition targets for an ~$8bn revenue consumer products company; developed screening
criteria, conducted research and compiled prioritized list of opportunities to enable company’s entrance into new market
• Created model to forecast size and growth of 10 products in ~$2bn automotive electronics market as part of 5-person due
diligence team; private equity client used analysis to determine potential value of company in preparation for sale
• Assessed production and transportation costs of 13 cement plants as part of 5-person due diligence team for a private equity
firm seeking to invest in ~$500mn revenue cement plant and distribution centers; analysis used to determine target plant’s
relative market power and cost position in 5 key U.S. markets
• Evaluated sales and profit impact of recent modifications to over 200 stores of a specialty women’s retailer and presented
findings to 10+ client executives, including CEO; analysis dictated implementation of future modifications to store fleet
• Managed final selection of and product placement for 20+ grocery assortments, including selecting items, coordinating
between 3 client team members, and finalizing item list to enable successful relaunch of natural foods grocery store with new
products and store layout
ADDITIONAL INFORMATION
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Interests: Golf (organized two ~20 player golf tournaments for L.E.K. Consulting), running (completed first half-marathon
in November 2016), volunteering (supervised and participated in multiple Inspire non-profit consulting projects), reading
(focused on non-fiction books and newspaper articles)
JOSHUA S. BRENNER
2101 Chestnut Street, Apt. 1606, Philadelphia, PA 19103
(516) 242-5360 | brenj@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Strategic Management
2017-2019
• GMAT: 750
• Club affiliations: Wharton Dean’s MBA Advisory Council, Wharton Graduate Retail Club Director of Education
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Bachelor of Science in Economics, graduated summa cum laude
• Concentrations: Finance and Operations & Information Management
• Minor: Hispanic Studies; Certificate in Portuguese Language
• Awards and Honors: Wharton Junior Consulting Case Challenge Winner; Dean’s List (2009-2013)
Philadelphia, PA
2009-2013
EXPERIENCE
BOSTON CONSULTING GROUP
Hong Kong, China and Summit, NJ
Consultant
2015-2017
Associate
2013-2015
• Helped companies identify and implement performance improvement opportunities; focused on strategy and operations for
apparel manufacturing, retail, defense, and business services companies in North America and Asia. Select projects include:
Fortune 500 apparel manufacturer and retailer
• Liaison between New York based CIO and Hong Kong working teams in IT and supply chain redesign project for
Southeast Asian markets
• Led in-market working team of 12, including regional CFO, VP of Planning, and multiple country GMs; developed
and implemented standardized business practices for end-of-season inventory handling
• Centralized planning, allocation, and logistics functions for Southeast Asia in Hong Kong reducing delivery lead
time into stores by 75%
Swimwear manufacturer
• As part of team of three, worked with CEO and CFO to re-engineer business model for $50M swim team sales
business, comprising 30% of company revenue
• Created financial model to optimize dealer incentives and conducted 15+ dealer visits and sales team focus groups
to redesign dealer network
• Streamlined dealer network from 225 to 103 approved dealers and reduced credit risk
Fortune 50 retailer
• Managed two categories as part of company-wide indirect spend reduction initiative tasked with saving $100M
• Designed strategy and worked with three client category managers to develop baseline spend, RFPs, and savings
calculator to analyze opportunities
• Captured $7.5M recurring savings in two categories and introduced new suppliers to break previous monopolies
• Local hotel sourcing methodology adopted by BCG as best practice; methodology has been used by over 10 case
teams and won BCG award for Excellence in Impact Transformation
HOULIHAN LOKEY
New York, NY
Financial Advisory Services Summer Financial Analyst
Summer 2012
• Wrote and presented industry and company overviews to internal review committee for $300M acquisition of an industrial
components manufacturer
ADDITIONAL INFORMATION
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Interests: Fashion (interned at modeling agency throughout high school), museums, archeology, trombone (performed at
Carnegie Hall), squash, travel (visited 45 countries across 6 continents)
Positions: Alumni Mentor and Judge in Apparel and Accessories Marketing for Nassau County DECA; Advisor to The
Healthiest Village co-operative in Eastern Cape, South Africa (www.healthiestvillage.org)
Languages: Intermediate proficiency in Spanish and Portuguese
LING-CHUN (KAREN) CHEN
1700 Chestnut Street, Unit 604, Philadelphia, PA 19103
267-432-9642 | karenlc@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Multinational Management
2017-2019
• General Management Club – Director of Career Development; Family Business Club – VP of Social and Communication;
GUIDE undergraduate mentor
• Member of Healthcare Club, Technology Club, Marketing Club
• GMAT: 730 (96th percentile)
NATIONAL TAIWAN UNIVERSITY
Taipei, Taiwan
Bachelor of Business Administration in International Business
2010-2014
• GPA: 3.96/4.30; Director’s List
• Organized charity fair for Deaf Olympic National Team, hosted Taiwan International Business Camp for undergraduates,
mentored junior students on career development, and volunteered in Nepal for education improvement for local students
EXPERIENCE
MCKINSEY & COMPANY
Associate
Business Analyst
Taipei, Taiwan
2017
2014-2017
• Led nine client teams across five industries (automotive, high tech, telecom, energy, and financial services), with major
engagements in four countries (China, Taiwan, Japan, and U.S.)
• Composed one of McKinsey’s eight cornerstone annual reports “Digital China 2030” at McKinsey Global Institute (MGI);
developed overarching framework and assessment model for digital disruptions
Select Project Work:
Strategic Planning & Business Development
• Designed go-to-market strategy to capture $5B+ electric commercial vehicle market (2020) in China for automotive start-up
by channeling growth initiatives into fastest growing segments and geographies
• Formulated and assessed market entry strategy for a Japanese technical consulting company to $10B+ utility market (2025)
in Taiwan by identifying areas with competitive advantages, screening for local JV partner, and establishing future roadmap
• Identified $150M+ revenue potential in asset management firm and drafted corresponding product bundle strategy by
analyzing customers’ existing product portfolio and credit card consumer data
• Supported foundation of American-Chinese high tech joint venture by reevaluating current product portfolios and forecasting
future customer demand, designing China go-to-market strategy and fine-tuning market strategy for four product lines
Marketing & Sales
• Designed and rolled out sales steering system for top 10 automotive company in China that resulted in 40% increase in key
account department’s sales; designed system became company-wide standard
• Headed internal data science team to analyze behavior of ~ 3,000 customers across 24 months to pinpoint customer churn
factors for top three Asian telecom company and improve customer retention rate by 10%
Operations
• Identified $50M+ profit improvement opportunity through full-scale diagnosis on operation, sales funnel conversion rate and
financial performance of 100+ authorized dealers for top 10 Chinese automotive dealer’s group
Transformation
• Co-designed and coordinated two full-day leadership transformation workshops focusing on new business initiation and
leadership enhancement for 25 senior ExCom members at leading Taiwanese tech company ($600M+ annual revenue)
• Orchestrated business turnaround project for Chinese state-owned automotive OEM ($1B+ in annual revenue) by leading
team of 20 executives from across 18 functional teams to form departmental roadmaps for large scale transformation
HSBC
Taipei, Taiwan
Credit Risk Management Summer Analyst
2012
• Coordinated global macroeconomics (sovereign debt) and property market review projects to fine-tune two indexes in
internal property market prediction model
ADDITIONAL INFORMATION
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Interests: Scuba diving, skiing, piano, ancient Chinese history, swimming, sketching
Positions: Leader at McKinsey Taipei Scholar program (Talent development in top Taiwanese university); Co-founder of
McKinsey Taipei student- NGO consulting initiative; Certified Design Thinking Coach from Stanford University d. school
Languages: Native in Mandarin
DORCY CHEN
2101 Chestnut St. Apt. 1203, Philadelphia, PA 19103 | 215-350-4683 | dchenxi@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL & THE LAUDER INSTITUTE, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Finance and Multinational Management
2017-2019
Master of International Studies Candidate; Focus in Global
• Recipient of the Lauder Institute Fellowship, merit-based scholarship; GMAT:740
• Member of Wharton MBA Finance, Tech Club, Common Cents (for Personal Investing) and Return on Equality
UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Bachelor of Arts, Major in Philosophy, Politics and Economics, magna cum laude
2009-2013
• Captain of NCAA Division 1 Varsity Cheerleading, Member of Friars Senior Honor Society awarded for campus leadership
• Leadership: International Affairs Association, Daily Pennsylvanian, Penn Microfinance, Chi Omega Fraternity for Women
• Continued leadership on the Penn Fund and Penn Alumni Leadership Committee (Gift Giving Participation Chair)
EXPERIENCE
A.T. KEARNEY, INC
New York, NY
Manager, Consumer Industries and Retail Practice
2017
Associate
2016-2017
Senior Business Analyst
2015-2016
Business Analyst
2013-2014
• Consistent “FastTrack Promotion" and performance review in top 5% of each class; youngest manager in America’s practice
• Led A.T. Kearney Global Relief Efforts; co-authored white paper on shared value creation, which was presented at the 2015
SharingValueAsia Summit
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Select Leadership and Project Management Experience
• Led diligence and managed project teams across the U.S., China, Japan, Germany, France and the UK to develop portfolio
and growth strategy by market, product and channel alongside Global Executive Team of $20B lifestyle company
• Project managed restructuring of 10 global functions for global retailer to streamline processes and organizational structure,
achieving $89MM in annualized SG&A savings (17% reduction net of investment)
• Partnered with and advised executive team on post-merger synergy capture, identifying $42M (19%) in annual cost reduction
for menswear retailer through a multi-year capability-building and cost-reduction program
Select Strategy and Operations Experience
• Architected and delivered big-data analytics program to systematically identify and eliminate ‘can’t find my size’ issues of
key products across network of 2000 points-of-sale and 40% of wholesale business for global apparel retailer
• Led cross-functional team to design next-generation omni-channel supply chain network for $29BN beauty brand and
retailer, unlocking $300M in working capital and 30bpt/yr in gross margin
• Built models and dynamic data-visualization sales tools and materials to quantify and capture business development
opportunities based on partner data, driving incremental annual sales of $100M; including $20M during pilot
• Negotiated with key vendors and drove strategic sourcing of $47M in 4-wall marketing spend for global apparel client,
unlocking $7M (14%) of in-year savings through new contracts and efficiencies
Select Due Diligence and Market Research Experience
• Modeled and architected profitability and operating models for U.S. retail fleet; supported roll-out to improve 4-wall
EBITDA by 11% over a 5-year expansion plan, driving incremental annual sales of $102M
• Conducted scenario planning for consumer landscape in 2026; developed market projections based on primary, macro and
behavioral-economic research and presented to 30 retail CEOs at an event hosted in partnership with the Wall Street Journal
OBAMA FOR AMERICA
Philadelphia, PA
Regional Communications Coordinator
2012-2013
• Managed media coverage of the campaign in the state of Pennsylvania. Coordinated press releases, statements, talking
points, op-eds and remarks from government officials and press volunteers
ADDITIONAL INFORMATION
• Community Involvement: Pro-bono consultant for PENCIL, Inc (education nonprofit) in strategy turnaround and rollout
• Interests: Dance, Interior Design, Beginner Golfer, Business Biographies, Podcasts of all genres (e.g. More Perfect, a16z,
Planet Money, Embedded, How I Built This, Revisionist History etc.)
• Languages: Fluent in Chinese (Mandarin), Proficient in French, Basic in Spanish
• Technical Skills: SQL, Tableau, Access, Excel VBA, R, JMP, Adobe Photoshop, InDesign, C++, HTML
JANE KAI ON CHEUNG
135 S 17th St, Apt 1209, Philadelphia, PA 19103 | 267-939-4998 | kacheung@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate, Major in Business Analytics
2017-2019
• Leadership: Career Director at Marketing Club, Director for Education and Special Events at General Management Club
• Active membership: Technology, Retail, Media & Entertainment, Ski & Snowboard, Art, Asia and Greater China Clubs
• GRE score: Quantitative – 170 (97 percentile), Verbal – 167 (98 percentile)
PRINCETON UNIVERSITY
Princeton, NJ
Bachelor of Arts, Major in History of Art and European Cultural History
2010-2014
• Honors: Selected as Davis United World College Scholar for outstanding academic performance and community involvement
• Leadership: Business Development Officer at Global China Connection and Student Marketing Team Lead at the Met Opera
• Study abroad: School of Oriental and African Studies in London and Stockholm School of Economics in Stockholm
EXPERIENCE
MCKINSEY & COMPANY
Hong Kong
Business Analyst
2014-2017
Strategic Thinking and Analytical Skills
• Developed an on-demand service app with McKinsey Digital developers as part of digital strategy of a $45B nationwide bank
to capture ~$50B lifestyle market opportunity; presented for Board of Directors and strategy was adopted
• Analyzed operational P&L of a $100B global insurance company’s subsidiaries in Asia to identify key cost levers; built
financial model to uncover 40% potential cost reduction in back office operations
Research and Customer Insights
• Led client team of 10 managers from China subsidiary of a $15B global toy manufacturer to identify ~15 key capability gaps;
drafted 3-year plan to develop best-in-class sales and marketing capability to support go-to-market strategy in China
• Formulated distributor classification for a $110B global pharmaceutical company to improve CRM efficiency; conducted
over 50 field interviews with sales staff to optimize allocation of salesforce
Leadership and Teamwork
• Drove cross-functional client team of 20 department heads (including digital banking, wealth management, branch operation,
marketing and IT infrastructure) of a $80B international bank to define and deliver 70+ initiatives that enabled ~$40M of
revenue uplift and cost saving as part of a 5-year recovery and transformational program
• Worked with CEO of a regional car dealership group to program and execute organizational restructuring for management
and sales staff to adopt brand-driven operational model, resulting in increased earnings of ~$10M
Firm Development
• Initiated learning program for “All In” women’s initiative for ~100 colleagues to promote gender equality in the workplace
• Led case study workshops, screened resumes and hosted coffee chats to identify and attract potential candidates
• Chaired Hong Kong office Social Committee and organized annual Business Analyst Day and Office Christmas Party
GAGOSIAN GALLERY – Top international contemporary art gallery
Hong Kong
Gallery Marketing Assistant
Jun-Aug 2013
• Coordinated with global marketing team to customize regional promotional campaign and marketing assets
• Conducted customer segmentation based on spending habits and lifestyle preferences; organized targeted outreach program
for each segment to increase touchpoints with clients
• Liaised with over 10 major art and fashion publications to secure 50+ media exposure opportunities for summer show
AKZO NOBEL - Leading global paints, performance coatings and specialty chemicals manufacturer
Shanghai, China
Summer Business Analyst
Jun-Aug 2012
• Analyzed decorative paint sales data and refined customer segmentation to formulate more tailored business plan
• Devised questionnaires to generate customer insights from distributors, consequently uncovered ~$5M unmet demand
• Initiated research and authored report on competitive landscape of the decorative paint market in China
ADDITIONAL INFORMATION
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Languages: Native speaker in Chinese (Mandarin, Cantonese and Shanghainese), basic knowledge of French
Technical skills: Google AdWords and Analytics certified; basic SQL
Interests: Studying gemology; volunteering at film festivals; swimming with humpback whales; trying out new gadgets
RAFAEL DE JUAN ASTRAY
225 S 18th Street, Philadelphia, PA 19103 | 251-229-7990 | rdejuan@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate – Major in Marketing and Operations
2017-2019
• 760 GMAT score (99% percentile)
• Fundación Barrié Scholarship – Merit based scholarship for Spanish graduate students
• Board Member: Europe Association; Active Member: General Management, Marketing, Retail and Basketball Club
UNIVERSIDAD PONTIFICIA COMILLAS – ICAI SCHOOL OF ENGINEERING
Madrid, Spain
Bachelor and Master of Science in Industrial and Electrical Engineering – Top 5% of class
2008-2013
• Excellence Scholarship, Madrid’s Autonomous Region (2009, 2012); Excellence Diploma (2010)
• University Honors distinction in exchange program with University of Michigan, Ann Arbor (2011-2012)
• Co-captain of the varsity basketball team, winner of international university tournaments in Germany and Spain (2008-2013)
EXPERIENCE
BAIN & COMPANY
Senior Associate Consultant
Associate Consultant
• Earned Role Model distinction three years in a row (only ~10% of consultants chosen each cycle)
Madrid, Spain
2016-2017
2013-2016
Engaged in 14 projects across several industries and countries (Spain, Germany, Poland and Romania)
Consumer Goods
• Designed and conducted workshop on competitive strategy for top 30 executives (C-level and below) of leading Spanish beer
company ($1.2B revenues). Resulted in 4 prioritized initiatives, contingency plans for 4 potential disruptions and NPS of 80
• Participated in M&A assessment for a leading international beer company. Developed estimates of future target financials
and potential revenue synergies bottom-up based on estimates on numeric distribution and return on sales by region
Retail
• Participated in definition of 5-year strategic plan for leading department store in Europe ($18B in revenues and 100,000
employees). Built performance assessment model to identify areas of improvement (overhead, margin evolution, inventory
management, store footprint, Capex allocation…) as foundation of the strategic plan. Coordinated with senior members of
Finance, Buying and Human Resources departments
• Led creation of 3 strategic initiatives collaborating with leaders of Finance and Buying departments resulting in run-rate
estimated savings of $100M and turnaround of fashion categories with $1.3B sales combined
• Identified international expansion opportunities by assembling model to prioritize countries in Latin America using
macroeconomic, market and competitive environment data, presenting results to partner level, and afterwards refining with
consumer preferences and whitespace insights to obtain single recommendation
Other relevant work
• Conducted detailed market research, analyzed competitive positioning and assessed viability of target’s business plan for 4
PE funds in London and Madrid (Retail, Agribusiness, Financial Services)
• Developed customer management tool to improve commercial strategy for 3 European subsidiaries of a chemical
manufacturing company coordinating with Sales, Operations and Finance teams. The tool determined real product line
profitability by customer, increasing granularity of indirect cost allocation
• Optimized logistics purchasing processes for a leading Spanish Oil & Gas company. Evaluated $420M spend across 15
countries and agreed on 50+ initiatives applying internal and external best practices
Leadership and social engagements
• Associate Consultant Recruiting Coordinator for Iberia: Coordinated a team of 10 Associate Consultants in charge of
detecting talent in universities in Spain and Portugal; screened over 1,000 applications in one year
• Leader of Bain Madrid’s Soccer Team, winner of the Bain’s system soccer championship in Dallas, TX in 2014
ADDITIONAL INFORMATION
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Interests: Basketball (youth teams of Real Madrid and Estudiantes), other sports (mostly soccer and cycling); hiking: Way of
Santiago enthusiast (4 pilgrimages and more than 800km walked and biked); cooking (especially Spanish food); travelling
(visited 23 countries); community service (homeless shelter assistant in Spain); craft beer
Languages: Spanish (native), German (basic)
TOM EASTELL
1824 Spruce Street, Unit 2R
Philadelphia, PA 19103
484-350-8261
teastell@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Marketing and Business Analytics
• Member of Wharton’s Rugby Club, Marketing Club, Graduate Retail Club and Sports Business Club
• GMAT: 770 (99th percentile)
Philadelphia, PA
2017-2019
JESUS COLLEGE, UNIVERSITY OF OXFORD
Oxford, UK
Master of Mathematics, Major in Mathematics
2010-2014
• Parts A&B: First Class; Part C: First Class (equivalent to 4.0 GPA)
• Awarded Academic Scholarship from Jesus College
• President of Oxford University Rugby Referees Society; ‘People Power’ finalist in the England Rugby Football Union
President’s Awards for dedication to recruit and train new student referees
• Captain of Jesus College Rugby Club; Sports Representative for Jesus College Junior Common Region Committee
EXPERIENCE
THE BOSTON CONSULTING GROUP (BCG)
London, UK
Consultant
2017
Senior Associate
2016-2017
Associate
2014-2016
• Received highest performance rating (top 10% of cohort) in seven consecutive project reviews over 20-month period, each
by a different manager; promoted to Senior Associate and Consultant in shortest possible time
• Worked across BCG’s Healthcare, Consumer & Retail, Private Equity and Technology, Media & Telecoms practice areas
Strategic Thinking and Business Development
• Developed strategy to deliver financial and operational sustainability for a consortium of local healthcare payers and
providers; built networks between hospital trusts and introduced new integrated community healthcare services
• Provided assessment of impact of poor mental health on long-term physical health conditions and created strategy to improve
health outcomes; resulted in government commitment to provide talking therapies for an additional 600,000 people a year
Analytical Skills and Customer Insights
• Designed and operationalized value-based pricing model for new range of risk-management apps that predicted to extract
50% increase in new revenues compared to original sales estimates (project in San Francisco, USA)
• Created dynamic marketing model to produce brand marketing strategy for a global alcoholic drinks producer
• Assessed store layouts of baked-goods sections of leading UK supermarkets to support a product category reset
• Performed market analysis and customer segmentation within dental industry to inform revenue forecasts and acquisition
opportunities for a consortium of dental clinics
Leadership and Teamwork
• Managed 18 client teams across multiple countries during £1bn cost-cutting program for a UK utilities provider
• Coordinated multi-disciplinary team of leading healthcare professionals to design innovative models for primary care in a
regional UK healthcare system to improve customer satisfaction and quality of care
• Led BCG’s undergraduate recruiting CV screening process and ran campus recruiting events for University of Oxford
ADDITIONAL INFORMATION
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Community: Referee, London Society of Rugby Football Union Referees; volunteer-role, spending most Saturdays and
Sundays refereeing men’s, women’s and junior rugby; previously on fast-track program to ‘Premier List’
Social impact: Volunteer for EducAid; visited Sierra Leone twice to teach mathematics and science to high school students
Qualifications: Royal Yacht Association qualified Dingy Sailing Instructor and Day Skipper
Interests: Playing team sports; skiing; dinghy and yacht sailing; cooking; outdoor and cultural travel (visited >25 countries)
MELINA FLABIANO
2116 Chestnut Street 2704
Philadelphia, PA 19103
202-815-3927
melflab@wharton.upenn.edu
EDUCATION
The Wharton School, University of Pennsylvania
Philadelphia, PA
MBA Candidate; Major in Marketing and Operations and Entrepreneurial Management
2017-2019
• Conference Director, Wharton Retail Club; Board Member, Wharton Women in Business; Member, Entrepreneurship Club
• GMAT: 750 (98th percentile)
Frank Batten School of Leadership & Public Policy, University of Virginia
Master of Public Policy (GPA: 3.9/4.0)
Charlottesville, VA
2012-2013
College of Arts & Sciences, University of Virginia
Charlottesville, VA
Bachelor of Arts in Foreign Affairs (GPA: 3.9/4.0)
2009-2012
• Honors: Echols Scholar (top 8% of students), Class “Legend” Award (One of 13 student leaders honored)
• Semester at Sea program participant Fall 2008 and Summer 2011 (travel and coursework in 15+ countries)
• Selected Activities: Lead Researcher, Water and Health, Limpopo, South Africa, Nov 2009-May 2011; President, Global
Development Organization, 2012-2013
EXPERIENCE
PANDORA Jewelry
Baltimore, MD
Senior Strategy Analyst
2015-2017
Managed special projects and conducted high-priority cross-functional analysis for PANDORA President and executive team.
Selected and executed annual strategic initiatives to drive sales priorities and encourage business innovation.
Project Management:
• Led customer experience project to adapt sales associate scripts to reflect shifting consumer expectations. Pilot in 50 stores
resulted in average 2% increase in like-for-like sales
• Managed 10-person cross-functional team to accelerate performance in Mexico via initiatives to increase marketing quality,
improve translations, tailor orders, and streamline in-store operations, resulting in same-store sales increase of 20%
• Spearheaded growth initiative to expand business into Latin America, including prioritization of top five markets and market
entry timeline with store openings by year and headcount recommendations. Identified opportunity projected to provide
$150MM of revenue by 2020
• Identified $10MM of growth opportunities in assortment through blend of competitive analysis (product and pricing),
industry data, and historical sales trends
• Led creation of materials evaluating retail and jewelry industries, competitors, and PANDORA business for week-long
executive offsite to spur development of six annual strategic objectives, supporting delivery of $500MM+ in revenue
McKinsey & Company
Dallas, Texas
Business Analyst
2013-2015
Select Client Engagements:
Apparel Retail: Growth strategy/brand transformation
• Advised retail brand on aggressive growth plan and brand turnaround, including department store distribution strategy and
prioritization of international expansion opportunities
• Synthesized consumer survey data and focus group findings to define target consumer for application in marketing efforts
• Analyzed pricing data versus competitors to establish client’s international pricing guardrails in five key markets
Consumer Retail: Diligence for acquisition
• Advised largest player in niche consumer retail industry on potential acquisition of second-largest player
• Conducted outside-in analysis of the privately-held target’s performance and future growth potential
• Developed growth scenarios for the target including extension into new product categories
Technology: Sales force effectiveness
• Managed efforts to improve sales across 200-person team to drive $24MM in annual net new revenue
• Collaborated with VP of Sales to define business priorities and develop training content
• Led five workshops with sales team to improve key account portfolio management and measured performance improvements
Previous Work Experience: The United Nations Geneva Office of Humanitarian Affairs (Intern); World Bank (Consultant)
ADDITIONAL INFORMATION
Interests: Marathoner; travel (30 countries); hiking (recently climbed Kilimanjaro); mixology; fashion
PROMEETA GHOSH
1811 Chestnut St, Apt 807, Philadelphia, PA 19103 | 203-240-4910 | promeeta@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Double Major in Marketing and Strategic Management
 Recipient of G.D. Grosner Endowed Fellowship for professional and personal achievement
 Board member of Marketing Club; active member of Graduate Retail, Technology, and Boxing Clubs
Philadelphia, PA
2017-2019
NORTHWESTERN UNIVERSITY
Evanston, IL
Bachelor of Arts in Economics; Certificate in Integrated Marketing Communications
2008-2012
 Leadership: Business Director, Northwestern Student Holdings (2011-2012); Board Member, Dance Marathon (2009-2012)
 Extracurricular Activities: Consumer Behavior Research Assistant to Dr. Derek Rucker at Kellogg School of Management
(2009-2012); studied abroad at Tsinghua University (Summer 2010)
EXPERIENCE
WARBY PARKER
New York, NY
Business Analyst, Operations Strategy
2015-2017
 Built business case for network design initiative and collaborated with Data Science team and consultant to develop custom
distribution optimization model; analyses informed 2-3 year operations roadmap and supported vertical integration strategy
 Developed first centralized view of strategic end-to-end operations metrics and evaluated gross margin performance against
budget in monthly report to executive leadership team
 Proposed and implemented business intelligence tools to help Production team manage sourcing among China-based frame
factories; prepared cost analyses for negotiations, resulting in 10-15% per unit cost reductions for high-volume frames
 Redesigned new product development process among Supply Chain, Merchandising & Planning, and Design & Development
teams to improve cost transparency, enhance cross-functional coordination, and shorten development calendar
STRATEGY& (part of the PwC network)
Senior Associate, Retail & Consumer Packaged Goods
Associate, Retail & Consumer Packaged Goods
New York, NY
2014-2015
2012-2014
Strategic Planning
 Developed five-year strategic plan for food and beverage brand’s sales organization; facilitated workshops to brainstorm and
define improvement opportunities and restructured budgeting, planning, and reporting processes
 Created model to quantify five-year cash flow impact of new distribution strategy for $3.5B global athletic footwear
manufacturer; identified $20-40M benefit opportunity range that client then implemented
 Led integration planning and target operating model design for Marketing, Product Development, and Wholesale Sales teams
as part of $280M M&A deal between two lifestyle footwear manufacturers; managed cross-functional decisions such as
rebranding, trade show messaging, and product calendar alignment
Research & Analysis
 Performed commercial due diligence of premium skincare brand on behalf of potential buyer; identified barriers to market
entry and presented findings to client’s senior leadership
 Evaluated competitive landscape and market potential for a courier delivery company’s potential brand extension
 Conducted stakeholder interviews to understand promotional planning challenges in specialty retailer’s Marketing and
Merchandising teams; redesigned process spanning all products and promotion vehicles
Teamwork & Leadership
 Partnered with Director of International Distribution of global athletic footwear manufacturer to oversee eight-workstream
implementation program of new international distribution strategy
 Nominated to Associate class leadership team; spearheaded development and execution of training initiatives to enhance data
analysis and presentation skills for 1,500+ junior staff
ADDITIONAL INFORMATION
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Past Internships: PepsiCo Shopper Marketing (2011); Orbitz Worldwide Strategy (2010), IBM Marketing (2009)
Interests: Trekking (Salkantay; Wharton Leadership Venture to Patagonia), oil painting, Sudoku puzzles, street food
Community Service: Sophomore Program Director at Minds Matter (non-profit college-readiness program for low-income
high school students); Mentor at Network for Teaching Entrepreneurship (technology boot camp for high school students)
ELAINE (ELLIE) DANIELLE GOODMAN
2023 Walnut Street, Apt 3F | Philadelphia, PA 19103
703-489-0499 | elgood@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Marketing & Operations
2017-2019
• Leadership: WGRC External Relations Director, WGRC Conference Content Director, Cluster Social Representative
• Active Membership: Wharton’s Graduate Retail Club (WGRC), Marketing, Technology, and Analytics Clubs
• Other Clubs: Wharton Wildmen (ice hockey), Follies (sketch comedy writing team), GUIDE undergraduate mentor
• GMAT: 760 (99th percentile)
UNIVERSITY OF VIRGINIA
Charlottesville, VA
Bachelor of Science in Commerce, Major in Finance
2009-2013
• Leadership: Promoted from moderator to TA for ESL course on US-style of instruction (coached average class size of 15
international graduate / PhD students per semester)
• Membership: Alternative Investment Fund, Pi Beta Fi Female Fraternity, Madison House SPCA Volunteer
UNIVERSITY OF ST. GALLEN (HSG)
Study Abroad Student
• Studies in Corporate Finance, Restructuring, Stochastic Finance, and Insurance
St. Gallen, Switzerland
2012
EXPERIENCE
DISNEY CONSUMER PRODUCTS & INTERACTIVE MEDIA (DCPI)
Glendale, CA
Senior Analyst, Strategy & Business Development
2015-2017
Strategic Thinking & Analytical Skills
• Developed global DCPI five-year plan addressing segment-level risks, opportunities, and most significant market threats for
annual presentation to Disney executive team and board of directors, ensuring alignment on long-term strategic direction
• Designed alternative licensing business model with bottoms-up financial analysis for six categories representing 28% of annual
licensing revenue, resulting in 6-14% royalty rate increases for initial two categories
• Remodeled global benchmarking analysis, highlighting ~$275M revenue from targeted focus by franchise and category for
select DCPI segments by region and suggesting new areas for growth for regional teams with corporate collaboration
• Produced competitor IP framework with focus on merchandising to support and anticipate corporate M&A discussions
Cross-Functional Teamwork
• Collaborated with product development, sourcing, creative, and publishing teams to develop business plan addressing ~$150M
demographic white space for top category, leading to ongoing partnership discussion with dominant toy manufacturer
• Drove manufacturing diligence of top five global toy licensees and product development partners, identifying opportunities to
closer align timeline with milestone dates of animated film production; two-month reduction test in process
JEFFERIES LLC
Charlotte, NC
Analyst, Consumer & Retail Investment Banking
2012 (Intern), 2013-2015
Project Management
• Managed and closed 12 transactions valued at over $4.8B under two managing directors
• Executed all steps of Zoës Kitchen IPO and two successive follow-ons (NYSE:ZOES) as part of four-person coverage team,
including initial pitch, legal and financial due diligence, investor prospectus drafting, roadshow presentation development, and
in-person management of roadshows; IPO priced 25% above mid-point of filing range and full sponsor exit by end of 2014
• Organized in-person buyer meetings with supporting presentations for sale of Varsity Brands and sole moderator of sponsors’
diligence sessions, resulting in a $1.8B sale to Charlesbank Capital Partners due to backing for cross-segment integration
Valuation / Financial Modeling
• Created historical financial and projection model by item, brand, and distribution channel for four-employee company with
$80M 2014 revenues for sell-side process; identified further strategic focus required to become viable acquisition target
• Analyzed financial and market viability for restructured audio video recorder manufacturer in support of debt refinancing
ADDITIONAL INFORMATION
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Interests: hot yoga (bikram and vinyasa), avid cook and regular dinner party host, international travel
Community Leadership: former volunteer rowing coach for RowLA (heavily subsidized rowing club serving 40+ HS girls
from underserved LA-area communities); masters coxswain for LARC (2015-2017) and Ever Green Boat Club (2017)
ROSS JACOBSON
135 S. 19th St., Apt. 507
Philadelphia, PA 19103
201-248-4832
rossjac@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Strategic Management
2017-2019
• GMAT: 750
• Member of Wharton Venture Partners, Wildmen Hockey, Private Equity & Venture Capital Club, Retail Club
• Field Application Project: Marketing strategy for Connor Digital (Barneys New York online stationary division)
MCINTIRE SCHOOL OF COMMERCE, UNIVERSITY OF VIRGINIA
Charlottesville, VA
Bachelor of Science in Commerce; Concentrations in Finance and Accounting
2007-2011
• GPA: 3.8/4.0
• International coursework: European Business Strategy (Copenhagen, Denmark)
• Honors: Raven Society, Claw & Dagger (selected on basis of academic performance and service to the University)
EXPERIENCE
ADVENT INTERNATIONAL
London, UK
Associate, Western European Private Equity
2014-2017
• Covered Western European private equity, investing from Advent’s eighth global fund, GPE VIII ($13 billion)
• Involved in all aspects of investment lifecycle including deal sourcing, deal execution, and portfolio support
• Collaborated with Operating Partners (former industry executives) to identify prospective investments, develop investment
theses, and scope and conduct due diligence
• Evaluated new investment opportunities for GPE VIII fund including:
− Acquisition of payment service provider Concardis (c. €42B annual transaction volume) from German banks
− Purchase of owner’s interest in leading European clinical research organization to fund management buyout and provide
capital to support buy-and-build strategy
− Growth equity investment in sponsor-owned clinical trials software platform to support sales and marketing capabilities
in high-growth, underpenetrated market
• Supported and monitored Advent’s investment in Mediq, a Dutch medical products distributor (c. €1B sales)
− Participated in meetings of Mediq’s Supervisory Board, responsible for advising management, developing company
strategy and objectives, and approving annual budgets
− Developed, in conjunction with CFO and Corporate Finance team, company operating model, forecasting price and
volume drivers for 20 product categories across 15 local business units
− Evaluated acquisition opportunities (c. €1-10M EBITDA) to strengthen platform and broaden geographic footprint
J.P. MORGAN
New York, NY
Analyst, Investment Banking
2011-2014
• Advised on M&A transactions, initial public offerings, investment-grade and high-yield debt offerings
• Prepared Board materials and comprehensive valuation analyses for buy-side and sell-side M&A transactions
• Drafted offering memorandums, management presentations, and other marketing documents used in sell-side M&A
processes
• Selected transaction experience
− Advised Baxter International on its acquisition of Gambro AB (c. $4 billion)
− Advised Johnson & Johnson on its divestiture of Ortho-Clinical Diagnostics to The Carlyle Group (c. $4 billion)
− Selected IPO experience: NanoString Technologies (NASDAQ: NSTG, $54M, June 2013), Intrexon (NYSE: XON,
$160M, August 2013)
ADDITIONAL INFORMATION
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Interests: Skiing, International food markets, Fitness challenges – Gherkin Challenge (38 floor skyscraper climb), Reachthe-Beach Relay (200-mile team running relay)
Leadership: Visiting Instructor, University of Virginia, Private Equity course (fourth-year capstone course; 2015-2017)
Languages: Spanish (proficient)
KAREN JANG
135 S 19th St, Apt 1203, Philadelphia, PA 19103 • kjjang@wharton.upenn.edu • (678) 677-7529
EDUCATION
Philadelphia, PA
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
2017-2019
Master of Business Administration Candidate; Major in Marketing and Business Analytics
• GMAT: 770 (Quant: 49, Verbal: 48)
• Activities: Social Events Director of Marketing Club; Member of Retail Club, Analytics Club, and Art Club
NORTHWESTERN UNIVERSITY
Evanston, IL
Bachelor of Arts; Major in Psychology
2009-2013
• SAT: 2320 (Math: 790, Verbal: 730, Writing: 800)
• Activities: Analyst in Campus Catalyst (Nonprofit Management Consulting Group); Treasurer of Kappa Phi Lambda
Sorority; Representative of Multicultural Greek Council
EXPERIENCE
Chicago, IL / London, UK
L.E.K. CONSULTING – Global Management Consulting Firm
2017
Consultant (Post-MBA Position) – Retail & Consumer Products Practice
2013-2017
Associate, Associate Consultant – Retail & Consumer Products Practice
• Advised 30+ consumer products, retail, software, and private equity clients on growth strategy and M&A opportunities
• Consistently achieved ratings in highest performance category, resulting in fastest possible promotion to post-MBA position
• Hand-selected by senior management to be first Chicago associate to join Retail & Consumer Products practice through
highly competitive process
• Received extremely positive 360-degree feedback regarding ability to efficiently manage teams across geographies
Select engagements:
Price-pack architecture (PPA) strategy: Fortune 100 FMCG company
• Directly staffed on project by senior partners due to client-heavy focus and analytically challenging nature of role
(uncommon given L.E.K.’s central staffing model)
• Generated product pipeline recommendations based on detailed analysis of conjoint survey, consumer insights survey,
Nielsen and IRI scanner data, and direct discussions with retail buyers (e.g., Walmart, Kroger, Whole Foods)
• Presented findings to senior leadership and cross-functional team, resulting in launch of multiple product lines projected to
generate an incremental ~$55M in revenue and ~$15M in EBIT annually
Product and channel expansion: Global ~$2B poultry processor
• Performed profitability analysis of existing product assortment while owning relationship with VP of Finance and directly
managing client finance team
• Identified key product and channel growth opportunities and forecasted alternative revenue scenarios for each; final
recommendation projected to drive ~30% sales growth over five years
Market positioning: Salty snacks manufacturer
• Led team of four associates to assess historical product performance and generate five-year plan for product improvements
and innovations; client expressed strong satisfaction over actionability of recommendations
• Developed SKU-level pricing strategy by retail channel through price elasticity analysis and competitive benchmarking
Category assessment and strategic planning: Fortune 500 CPG company – frozen foods portfolio
• Analyzed attractiveness of existing portfolio, identified pockets of growth within stagnating frozen foods market, and used
insights to develop three-year strategic plan
Commercial due diligence: High-growth food manufacturer
• Developed proprietary brand index to calculate potential Enterprise Value / Revenue multiples for high-growth CPG
companies based on product differentiation, consumer and channel interest, and company growth potential
• Interviewed retail customers and conducted store visits to assess market trends, customer needs, and competitive landscape
Company analysis and growth strategy: Leading sports nutrition brand
• Drafted questionnaire, deployed, and analyzed results of consumer survey (n=2,000) to evaluate company brand equity,
points of differentiation, and growth opportunities
ADDITIONAL INFORMATION
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Additional internships: Analyst, Strategy & Analytics at Orbitz Worldwide (Chicago); Analyst at Groupon (Chicago)
Interests: International travel (25+ countries), flute, guitar, ukulele, designing & sewing clothes
CLAUDIA KRONENFELD
1616 Walnut Street, Apt 1006 ● Philadelphia, PA 19103 | 914-393-3735 | ckrone@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Majors in Finance and Entrepreneurship & Innovation
2017-2019
 Awarded Joseph Wharton Fellowship for outstanding record of academic, personal, and professional achievement
 One of 14 MBAs selected to advise local entrepreneurs (Small Business Development Center’s Business Building program)
 Active member of Private Equity / Venture Capital Club, Retail Club, and Entrepreneurship Club
DUKE UNIVERSITY
Durham, NC
Bachelor of Science; Major in Economics and Minor in Psychology
2007-2011
 GPA: 3.82 / 4.00, magna cum laude
 Active in Duke’s only student-run business Campus Enterprises (COO, VP, Controller), E.K. Powe Literacy Program
(Volunteer Tutor), and photography publication Latent Image (Photo Editor)
EXPERIENCE
CHOBANI
New York, NY
Finance Manager, FP&A
2016-2017
 Partnered with General Manager to optimize café business, implementing inventory management system and uncovering
sources of waste; revamped labor model via cross-training, nearly eliminating overtime expenses and reducing labor costs
 Improved ingredient sourcing strategies and cash management procedures by integrating café management with
procurement, treasury, and accounting teams and introducing regular cross-functional communication
 Collaborated with R&D and sales & marketing teams to analyze potential adjacent market opportunity; evaluated various
operational scenarios and recommended co-manufacturing strategy to CFO to reduce cash outlay and manage risk of venture
 Initiated long-term cash flow forecasting by building predictive model to improve liquidity management; presented
recommendations to CFO to prioritize strategic projects and assess performance
 Constructed financial model and managed lender diligence process for refinancing of Second Lien Loan with $530 million
Senior Notes and $175 million Incremental Term Loan B; successful execution yielded $30+ million annual interest savings
L CATTERTON ($14 billion growth-oriented consumer private equity firm)
Greenwich, CT
Private Equity Associate
2014-2016
 Evaluated and executed new investment opportunities (detailed financial analysis, deal management, and category diligence)
 Worked with portfolio company management teams to develop corporate strategy and assist with execution
Select Transaction Experience
 Steiner Leisure (Closed) – ~$1 billion take-private of global provider of spa services and products
o Managed lenders and co-investors in complicated diligence process involving six businesses on compressed timeline
o Analyzed competitive positioning and risk profile of Maritime segment and sensitized impact of performance on returns
 Project Society (Suspended) – $100+ million growth equity investment in premium audio products company
o Developed investment thesis around product expansion opportunity for new line of premium digital speakers
o Led multiple financial and operational diligence sessions with senior executives to quantify growth opportunities
Select Portfolio Company Management Experience
 John Hardy – Premium designer jewelry brand known for its handmade craftsmanship
o Assumed CFO responsibilities for interim period; joined team during complex operational transformation
o Built monthly model instrumental in determining near-term options and decision to invest additional equity
o Led bottom-up FY 2017 budgeting process across functional teams throughout the U.S. and Asia
 PIRCH – Hospitality-oriented kitchen, bath, and outdoor appliance retailer
o Constructed five-year plan to prioritize growth projects; utilized analysis to determine store base expansion strategy
o Completed Series D and Series E equity rounds; use of proceeds included new store roll-out
WELLS FARGO SECURITIES
New York, NY
Investment Banking Analyst
2011-2014
 Executed M&A and financing transactions, including Bonney Forge’s acquisition of BFE (sole advisor to buyer and arranger
on acquisition financing) and Franklin Machine Products’ sale to KRG Capital Partners (sole advisor to seller)
 Managed regional teams from NYC office; coordinated projects among product, industry, and commercial banking teams
 Founded program to provide career coaching to Analysts; adopted by leadership and popular among new hires
ADDITIONAL INFORMATION
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Interests: Skiing, photography, volunteering with students, and Vinyasa yoga
Community Involvement: New York Cares SAT Tutor (2015-2017)
JENNY MI
1700 Chestnut St, #416, Philadelphia, PA 19103 • 408-838-9638 • jennymi@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Marketing and Operations
2017-2019
• Honors: Awarded 2-year Arthur D. Collins Fellowship for outstanding leadership and community contributions
• Activities: Marketing Club – Director of Alumni Affairs, Wharton Analytics Fellows, Retail Club, Food Club, Dance Studio
• GMAT: 750 (98th percentile)
UNIVERSITY OF CALIFORNIA, BERKELEY
Berkeley, CA
Bachelor of Arts in Business Administration, Bachelor of Science in Psychology
2009-2013
• Honors: Leadership Scholarship (Top 5% of student leaders on campus, 2x recipient)
• Awards: 1st Place Macy’s National Marketing Challenge, 1st Place American Advertising Federation Competition, 2 nd place
National University of Singapore International Case Competition
EXPERIENCE
ACCENTURE
Management Consultant – Marketing, Sales, and Customer Service
Business Analyst
San Francisco, CA
2015-2017
2013-2015
Received highest performance rating (top 5%) in annual reviews; awarded “Best People Developer” in client team of 100+
Cross-Functional Leadership
• Oversaw $6M in annual recurring revenue for global B2B web-experimentation start-up, growing portfolio by 33% through
analyzing value drivers and partnership opportunities with VP of Sales and VP of Customer Success
• Designed new operating model for customer success by collaborating with COO and CMO in journey mapping key customer
experiences; grew global team by 2x in four months and established an Australian office
• Led 6 cross-functional directors across engineering, operations, analytics, and marketing to create a global campaign
workflow for 150+ employees at $50B e-commerce company, resulting in 20% increase in campaigns launched
• Led 8 senior directors of $500B social media company in launching an interactive marketing planning and calendaring tool
for 300+ global employees; first tool to enable real-time reports of organizational and campaign-level performance for CMO
Strategic Thinking and Analytical Skills
• Analyzed 248 marketing campaigns to design an insights dashboard for CMO of $500B social media company; tool cited as
instrumental in developing 2017 omnichannel marketing strategy
• Created email and onsite channel marketing dashboard for the senior director of global marketing of a $40B online auction
company, refining audience segmentation and improving Active User reach by 20%
• Managed launch of predictive user targeting model for e-commerce client; reached 80% adoption rate across 120 marketing
campaigns by end of 2014, surpassing client director’s goal by 20%
• Presented business case for investment in programmatic advertising, conducting market research, implementation strategies,
and financial projections for the Accenture Innovation Challenge; won first prize out of 400+ employees in North America
• Sold project opportunities for marketing, sales, and customer service practice; drove additional $870K revenue for Accenture
Campaign Management and Execution
• Created campaign prioritization model for customer experience optimization start-up, resulting in 100% of strategic accounts
seeing statistically significant results in digital experiments, and 25% increase in number of experiments launched
• Drove over $50M in incremental merchandise bought at global auction client, by owning and executing behavior-triggered
email campaigns; collaborated with agency and analytics partners to help clients meet 2014 goals six months early
• Developed 11 key marketing processes to improve organizational effectiveness across business units; results included
standardized creative briefing, aligned vendor sourcing processes, and integrated financial and product launch forecasts
ADDITIONAL INFORMATION
• Interests: Yoga, Freakonomics Radio, User Experience Design, Hiking, Board Games, E-Commerce, Subscription Boxes
• Community Leadership: Managed West Coast New Joiner initiatives, speaker events and mentorship programs for 200+
analysts (Accenture; 2015), Founded first entrepreneurship fraternity at UC Berkeley (Sigma Eta Pi; 2011 - 2013)
JANET M. PARK
1933 Chestnut St. Unit 3F, Philadelphia, PA 19103
+1 408-318-0304 | pjanet@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Majors in Strategic Management and Business Analytics
2017-2019
th
• GMAT: 750 (98 percentile); Tory Burch Endowed MBA Fellowship recipient (merit-based)
• Consultant for Wharton Community Consultants; member of Wharton Consulting Club, Graduate Retail Club, Analytics
Club, Technology Club, and Food Club; choreographer for Wharton Dance Studio
UNIVERSITY OF CALIFORNIA, BERKELEY
Berkeley, CA
Bachelor of Arts; Major in Economics, Minor in Dance and Performance Studies (GPA: 3.64/4.0)
2007-2011
• Co-President, Showcase Chair, Finance Chair, and choreographer of The Movement (largest on-campus dance organization)
• Finance Director and choreographer of Main Stacks (UC Berkeley’s first competitive hip-hop dance team)
• Social Committee member of Asian Business Association (professional development organization for Asian community)
EXPERIENCE
TWILIO (cloud communications platform)
San Francisco, CA
Senior Financial Analyst
2015-2017
Hired as first-ever finance business partner for global Sales & Marketing (AMER, EMEA, APAC, ~$40M-60M spend)
• Pioneered operational processes and implemented systematic improvements that unlocked deeper visibility into expenditures
and drove accountability to department leaders (reduced forecast variance 10%-15%); this transformation was critical in
achieving public readiness leading up to $150M IPO in June 2016
• Appointed by CFO to create content and structure for IPO Roadshow draft deck to be presented to bankers and ultimately
used to produce final deck to effectively communicate company performance and growth potential to buyers and investors
• Developed close relationships with internal clients (COO, VP of Global Marketing, and other Sales & Marketing leaders) to
create detailed financial plans, align spending and hiring activity to strategic priorities, and forecast financials; quickly
became trusted advisor for qualitative and quantitative business decisions (e.g. implementing department-wide processes to
instill financial discipline, analyzing ROI and cost of sales to inform allocation of investments)
• Built new full-company long-term P&L model used to develop three-year forecast for internal purposes and construct
financial guidance for external parties in partnership with Head of Investor Relations on an ongoing basis
• Created equity forecasting tool to manage equity grants, determine IPO sizing, and propose company incentive philosophy
and competitive position, which was approved by Compensation Committee and executives and used to create companywide compensation guidelines
NETAPP (data management and storage solutions)
Sunnyvale, CA
Financial Analyst II – Product Operations (Engineering, R&D, Product Management)
2013-2015
Financial Analyst I – Marketing
2011-2013
Finance business partner for three software teams (US and India, ~$60M spend) and HQ Marketing (~$125M spend)
• Led finance portion of annual planning process; communicated corporate targets and drove quantitative analysis while
collaborating with Business Operations leads to develop financial plans that met targets and simultaneously aligned with
business objectives, including developing strategy to reduce workforce by 7%-10% while minimizing operational impact
• Managed spending/hiring activity and key performance metrics to regularly advise departmental VPs on business decisions
(e.g. what roles to hire to maximize value, how to optimize resource allocation by product, whether to invest in new projects)
• Presented monthly forecasts and explanation of activity on behalf of the entire software division (~$300M spend) to Finance
leadership for communication to CFO in corporate consolidation
• Delivered quarterly Global Marketing package, which benchmarked performance against industry to ensure best practices
and guide investment decisions
• Partnered cross-functionally to improve corporate finance processes and support new system implementation (Hyperion)
• Selected to be part of New College Grad leadership team overseeing NCG programming; facilitated orientations for
incoming classes, worked with executive sponsors to improve professional and social aspects of program (resulted in ~20%
increase in retention rate within first year), and travelled to universities for recruiting
ADDITIONAL INFORMATION
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Interests: International cuisine, strategic planning of travel itineraries, cosmetology, hip-hop/jazz/contemporary dance
Leadership & Community: Past Co-Director and choreographer of Senior Stacks (UC Berkeley alumni dance organization)
Languages: Korean (native), Spanish (intermediate)
SOONKYU PARK
258 S 18th St APT #4, Philadelphia, PA 19103 | 312-813-8363 | soonkyup@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Management & Marketing
2017-2019
• Selected as one of 14 Consultants for Growth Program at Wharton’s Small Business Development Center (SBDC)
• Leadership positions: Wharton Out For Business (Director of Admissions), Marketing Club (Director of Careers)
• GMAT: 770 (99th percentile)
THE UNIVERSITY OF CHICAGO
Bachelor of Arts in Sociology with Honors
• Cumulative GPA: 3.72/4.00
Chicago, IL
2009-2013
EXPERIENCE
MONDELEZ INTERNATIONAL
Deerfield, IL
Manager, Global Strategy
2015-2017
• Developed long-term growth strategy and executed high-priority strategic initiatives for Chief Growth Officer
• Led cross-functional teams across regions to get data, test hypotheses, build consensus, and make recommendations
Selected Project Experience
Small Brands Strategy
• Assessed financial performance and turnaround potential of 100+ underperforming small brands with $4B in total revenue
• Collaborated with Corp Dev team to craft divestiture plan that is expected to improve operating margin by 50bps
• Developed effective lean support model that enables brands with budgets under $1M to grow by leveraging digital marketing
Category Development for Global Biscuits and Chocolate Categories
• Evaluated consumer data from 15+ countries to find markets and income segments with largest room for growth
• Identified $200M+ incremental net revenue opportunity to be realized through increased marketing support, portfolio
expansion, and new product innovation
• Gained buy-in from Category Presidents and Region Teams and ensured alignment with existing strategic initiatives
Annual Strategic Planning
• Articulated global strategy to achieve $1B in well-being snacks revenue by 2020 via innovation and strategic acquisitions
• Analyzed market share data and conducted secondary research on global and regional competitors to determine key market
developments and competitive threats
BAIN & COMPANY
Chicago, IL
Associate Consultant
2013-2015
• Performed qualitative and quantitative analyses to provide strategic insights to clients across a variety of industries (higher
education, healthcare, retail, private equity) and functional areas (strategy, operations, change management)
• Co-managed firm’s LGBTQ recruiting efforts in Midwest and coached ~30 candidates
Selected Project Experience
Healthcare Company – Advised Fortune 500 healthcare company on post-separation operating model
• Built financial model that incorporated existing projections and proposed operating model changes to generate future P&L
statements and functional budgets for new company with $6B of revenue post separation
• Worked with VP of Finance to get pro-forma P&L approved by Board of Directors and investment banks
• Designed reporting structure for CEO’s direct reports and implemented change management processes to facilitate placement
of senior talent in each functional team
Higher Education Institution – Advised higher education institution on student acquisition strategy
• Wrote and executed national prospective student survey to identify factors that drive application and enrollment
• Conducted analyses of survey data and presented key findings to senior clients
• Recommended actionable solutions to increase number of applications, obtained key stakeholders’ buy-in, and created
comprehensive implementation roadmaps
ADDITIONAL INFORMATION
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Languages: Fluent in Korean, beginner in Italian
Interests: SoulCycle (attended 200+ classes), tennis, limited edition Oreos, board games, HGTV shows, indie music
ALERIA M. PERRY
1600 Chestnut Street, Ste 608
Philadelphia, PA 19103
770-870-0600
aleriap@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Marketing and Entrepreneurship
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Awards: Allison & Bennet Rosenthal Endowed Fellowship, tuition award for exceptional academic and
professional accomplishments
Activities: Marketing Club, African American MBA Association, Entrepreneurship Club, Yoga Club
GEORGIA INSTITUTE OF TECHNOLOGY
Bachelor of Science in Business Management, Concentration in Marketing
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Philadelphia, PA
2017-2019
Atlanta, GA
2007-2011
Awards: Tower Award for academic achievement 4 consecutive years, Faculty Honors distinction, Dean’s List
Leadership: President and Publicity Chair for Alpha Kappa Alpha Sorority, Inc., Event Chair for Minority
Recruitment (managed $20,000 budget), mentor for Cool Girls, Inc., tutor for Tomorrow’s Luminaries Foundation
EXPERIENCE
FERUS GROUP, LLC
Atlanta, GA
Development Associate
2015-2016
• Researched market areas for new development activities and investigated viability of target demographics based on
market trends; present development plans to local municipalities, and community organizations to gain support
• Prepared, monitored and updated both master plan and project cash flow projections based on affordable housing
structure and location analysis; collaborated with partners to identify new insights and development opportunities
MCMASTER CARR SUPPLY COMPANY
Atlanta, GA
Operations Specialist
2014-2015
• Resolved financial transactions by assessing accounts to determine delinquency and utilize collection techniques to
obtain payment; raised over $100K in revenue for a large national industrial supplier
• Identified breakdowns in client’s revenue cycle and provided recommendations for the implementation of process
improvements; collaborated with Finance Manager to present to clients, leading to increased productivity
GREENHOUSE AGENCY, INC, Primary Client – Brown-Forman
Atlanta, GA
Marketing Coordinator
2012-2014
• Managed project lifecycles (planning, development, and implementation) for marketing projects reaching over 1
million consumers; managed $50,000 annual budget to drive high-impact marketing campaigns through planning
and execution of industry events and tastings
• Led cross-functional teams to localize national campaigns and translate consumer metrics into actionable insights
and recommendations for client; collaborated with the sales team and the distributor to increase sales by over 5%
• Identified and forecasted viability of new initiatives based on market trends and consumer demographic and
segmentation reports; provided monthly and annual reports measuring cost effectiveness of marketing campaigns
based on ROI and cost per impression
• Increased account consumption by identifying consumer engagement and product positioning opportunities
ADDITIONAL INFORMATION
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Activities: Young Professional Board Member for Foreverfamily; Member of the Consortium and Forté Foundation
Interests: Atlanta Falcons cheerleading (dancer), yoga, visual arts and culture, literature
JILLIAN L. SALANT
1616 Walnut Street, Unit 1603
Philadelphia, PA 19103
347-219-9698
Salant@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance and General Management
• Member of the Wharton Women in Business Club, Elected Conference Board Member
• Member of the Private Equity and Venture Capital Club
Philadelphia, PA
2017-2019
DUKE UNIVERSITY
Durham, NC
Bachelor of Arts in History, Minor in Visual and Media Studies
2010–2014
• Graduated May 2014 Cum Laude, Awarded Dean’s List, Dean’s List with Distinction, GPA 3.79
• Study Abroad: University College London (Fall 2012)
• Leadership: Campus Enterprises, Shareholder (elected), Vice President of Screen Printing for two terms;
Duke University Leadership Roundtable (member)
EXPERIENCE
MORGAN STANLEY
New York, NY
Associate
2016 –2017
• Led the equity sales effort for 11 hedge fund clients, conducting analysis of Morgan Stanley Research and
Syndicate products across a variety of sectors, including Tech, Consumer Retail, and Healthcare
• Selected as the only analyst within the Institutional Equity Division to receive an accelerated 2-year promotion to
Associate in 2016
• Elected as one of 15 analysts and associates within IED to participate on a leadership panel with senior members
of the division, aimed at crafting solutions for more focused talent management
• Active member of the firm’s Duke Recruitment Team, named Head of Candidate Management for IED
• Select transactions include: Snap, Alibaba, Jose Cuervo, GW Pharmaceuticals
Analyst
2014 –2016
• Analyzed financial models and leveraged proprietary independent research to facilitate equity investments and
idea generation for the firm’s institutional client base
• One of 15 worldwide employees selected to be featured in the new Global Recruitment Campaign
• Elected as a sales captain for the Sustainable and Responsible Investing Initiative, working with the SRI Research
team to solve strategic commercialization and monetization issues for clients
Summer Analyst
2013
• Gained experience specializing in both the Sales and Electronic Trading roles within the Equities division
• Constructed a live Excel model to consolidate key Bloomberg figures for over 3,000 different stocks
BARCLAYS
New York, NY
Summer Analyst
2012
• One of 10 worldwide applicants accepted into a 10-week rotational program at the New York headquarters
• Specialized in different regions across Sales and Trading product groups, including both Equity and Fixed Income
TELSEY ADVISORY GROUP
New York, NY
Summer Analyst
2011
• Worked with the Equity Research team to develop Excel models to analyze trends and market share among major
luxury retail corporations
• Created Excel templates comparing historical same store sales trends for major big box retailers
ADDITIONAL INFORMATION
Positions: Morgan Stanley Women’s Investment Roundtable Associate Chair, Morgan Stanley IED Leadership Panel
Activities: Student Sponsorship Partners, UJA Young Wall Street, Riverdale Alumni Committee for the Class of 2010
ADEBUNKOLA (BUKI) SAMUEL
4047 Powelton Avenue Apt. 2 | Philadelphia, PA 19104 | (646) 796-4243 | samuelad@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Strategic Management
2017-2019
• Leadership: Wharton Welcome Committee; External Affairs Representative - Cluster 4 Council; Academic Chair – African
American MBA Association (AAMBAA); Director of Social – Wharton African Business Forum (WABF) Conference
• Activities: Wharton Consulting Club; Wharton Social Impact Club; Return on Equality; Dance Studio
• Award: Recipient of the Tom & Margaret Lehr Fellowship for academic and professional accomplishments
UNIVERSITY OF PENNSYLVANIA, GRADUATE SCHOOL OF EDUCATION
Master of Science in Education; Concentrations: Urban Education and Secondary Mathematics
• Earned Pennsylvania Instructional I Certificate in Secondary Mathematics
Philadelphia, PA
2007-2009
DUKE UNIVERSITY, TRINITY COLLEGE OF ARTS & SCIENCES
Durham, NC
Bachelor of Arts; Majors in Public Policy Studies & African and African-American Studies
2003-2007
• Leadership: President - Dance Black; Social Chair - Duke Africa; Outreach Chair – Students of the Caribbean Association
(SOCA); Publicity Chair & Step Team Coordinator - Nu Omicron Chapter of Zeta Phi Beta Sorority, Inc.
• Awards: Recipient of the Sponsors for Educational Opportunity (SEO)’s Franklin H. Williams and EXCEL Scholarships
EXPERIENCE
MASTERY CHARTER SCHOOLS – SHOEMAKER HIGH SCHOOL
Philadelphia, PA
Secondary Mathematics Instructor/Professional Learning Community Facilitator/Grade Team Leader
2011-2017
• Managed $50,000 budget and team of six teachers to plan monthly academic initiatives, college trips, and social events for 125
twelfth graders
• Led 80% of twelfth graders to surpass the Mastery network-wide quarterly benchmark average of 42%; with 39% of students
scoring proficient or advanced on Pre-Calculus assessments
• Implemented rigorous Algebra 2 and Pre-Calculus curriculums aligned to ACT testing standards, resulting in a 33% overall
increase (from a 12 to a 16) in students ACT scores
• Conducted monthly development sessions for 10 teachers on integrating cultural context and trauma informed practices leading to
a 20% increase in teacher retention between 2014 and 2016
• Facilitated weekly grade team meetings and monthly peer observations to foster teacher collaboration across content disciplines
• Created step & dance routines for a team of 16 girls, coordinated quarterly fundraisers, and managed $800 team budget
TEACH FOR AMERICA – GREATER PHILADELPHIA REGION
Philadelphia, PA
Learning Team Leader
2013-2014
• Coached 30 first and second year TFA corps members on effective math teaching strategies; reached yearly growth goal of 80%
of students scoring proficient on final assessments
• Collaborated with 30 new teachers on daily lesson planning and classroom management best practices to attain goal of 90% of
students on task and engaged throughout lessons
• Redesigned professional development program for 100 corps members in efforts to decrease 30% turnover rate between year one
and year two of commitment
TEACH FOR AMERICA - SCHOOL DISTRICT OF PHILADELPHIA
Philadelphia, PA
Secondary Mathematics Instructor/Math Department Chair/Senior Class Advisor
2007-2011
• Employed a rigorous Algebra II curriculum in 2009 toward achieving 75% mastery of math state standards and 40% overall
yearly growth performance levels measured by the Pennsylvania’s State Standards Assessment (PSSAs)
• Designed Math Peer Tutoring program with weekly math enrichment and tutoring sessions for 100 students
• Delivered bi-weekly professional development sessions to a team of eight math teachers using Promethean SmartBoard materials
and instructional resources to increase technology use in math classrooms
ADDITIONAL INFORMATION
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Management Leadership for Tomorrow (MLT), MBA Prep Fellow/Professional Development Fellow
2015-Present
Teach For America–Greater Philadelphia, Radical Education Leaders Fellow
2016-2017
o Selected as 1 of 10 fellows to received ongoing coaching to transition into a systems-level leadership role in a school district
Honors: Mastery Values Award Winner (2016); MACCS Children’s Fund Math Teacher of Excellence (2015); Panelist, US
Dept. of Education | Teacher Equity with US Sec. Arne Duncan (2014)
Interests: Boxing, Cooking, Afrobeats & Hip Hop Dancing, watching late 80s Movies (The Breakfast Club, Sixteen Candles)
YOHEI SHOJI
135 S 17th St. Apt. 601, Philadelphia, PA 19103 | 917-376-6690 | yshoji@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Strategic Management
2017-2019
 GMAT: 760
 Member of General Management, Marketing, Retail, Tech, Japan (Board), Soccer, and Boxing Clubs
 Consultant at Wharton Small Business Development Center; map and size e-sports market landscape, value potential partners
and opportunities, and devise go-to-market strategy for custom merchandising venture
 Consultant in Field Application Project; improve customer feedback aggregation process for sporting goods retailer
 Sponsorships Chair for Wharton-Penn Law Fight Night; source sponsorships for Penn’s biggest graduate student event
PRINCETON UNIVERSITY
Princeton, NJ
Bachelor of Arts in Economics with Honors, Certificate in Finance
2008-2012
 Captain of Varsity Men’s Tennis Team; walked on as freshman, started all 4 years, played as high as #2 singles/#1 doubles
 Assistant Manager of Ring & Frame Agency (student-run agency selling class rings); managed marketing campaigns and
sales events, developed new products, supervised student employees, and oversaw approx. $50K in annual revenues
EXPERIENCE
MORGAN STANLEY
New York, NY
Associate, Portfolio Sales Trading, Institutional Equities Division
2015-2017
Leadership, Teamwork, and Relationship Management
 Led 4 global trading teams to manage complex client trades reaching $1B in value on daily basis, navigating highly
ambiguous situations through effective communication, clear expectation management, and flexible thinking
 Collaborated cross-functionally with technology, operations, and legal teams to add currency conversion features to trading
system and fully automate delivery/settlement process for 3 operationally-intensive clients
 Forged and managed relationships with 30+ clients, increasing revenues 100% YoY in 2016 with 0% client attrition
 Mentored 3 junior analysts across NY and Tokyo offices; all 3 promoted to Associate in 2-3 years
Analytics and Strategic Thinking
 Forecasted trade trajectories, costs, and risks to design and implement bespoke trading strategies for global portfolios
spanning 40+ markets, saving clients up to $500K in costs per transaction and generating $15M in total revenues
 Devised strategy for all Japanese clients trading US equities, analyzing P&L data and mapping competitive landscape to
determine pricing strategy and resource allocation
Marketing Strategy and Innovation
 Led 10-person cross-functional task force to design new integrated trading platform, gathering feedback from clients to
define needs and gauge demand while improving new product’s viability through iteration
 Segmented team’s existing clients based on trading patterns and approached targeted clients with new product’s value
proposition, successfully converting 2 hedge fund clients and driving $500K in incremental annualized revenues
MORGAN STANLEY JAPAN
Tokyo, Japan
Associate, Portfolio Sales Trading, Institutional Equities Division
2014-2015
Analyst, Institutional Equities Division
2012-2014
 Promoted to Associate from Analyst in 2 years (versus average of 3 years)
 Launched weekly newsletter in collaboration with quantitative strategy team, integrating market trends with statistical
analysis to predict Japanese pension fund activity and recommend tactical entry, profit-taking, and loss-cutting levels
 Valued Japanese CPG company using DCF valuation and growth analysis in emerging markets; pitched stock as “buy”
ADDITIONAL INFORMATION
 Entrepreneurship: Interned at Ecotwaza Co. Ltd., a Japanese CPG e-commerce venture (2010); conducted market research
and advised founder/CEO on global opportunities for women’s healthcare products
 Skills: Completed Business Analyst Nanodegree by Udacity (2017), gaining proficiency in Alteryx, Tableau, and SQL
 Leadership Positions: Undergraduate interviewer, Princeton Alumni Schools Committee (2015-present)
 Interests: Roger Federer, Manchester United, and Seattle Seahawks fan; ramen enthusiast; giving back through sports
 Languages and Personal: native Japanese speaker; raised in Japan, Germany, UK, and US
DAVID SPELMAN
3411 Chestnut St, Apt 723 Philadelphia, PA 19104 | 973-461-3316 | davidsp@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Marketing & Operations Management
2017-2019
• Leadership: Marketing Club (Internal Affairs Director/Battle of the Bands Producer), Basketball Club (Captain)
• Active Membership: Graduate Retail Club, Analytics Club, Beer Club, Social Impact Club
COLLEGE OF ARTS & SCIENCES, UNIVERSITY OF PENNSYLVANIA
Bachelor of Arts; Major in English, Minor in History
• Awards: Lillian & Benjamin Levy Award for Creative Writing (2 nd place)
Philadelphia, PA
2010-2014
EXPERIENCE
TILLER, LLC (boutique advocacy and cause marketing agency)
New York, NY
Junior Consultant
Summer 2017
• Created marketing communications platform and press kit for The Immunotherapy Promise (a partnership between ICRF and
CRI), a non-profit cancer research campaign that is currently on pace to reach its fundraising goal of $640,000.
• Performed competitive analyses for managed care health plan provider ($15M revenue) launching new service and for
Empowerment 2020, a non-profit women’s conference led by former U.S. Treasurer Rosie Rios.
IDEA EVOLVER (digital marketing agency)
Philadelphia, PA
Paid Media Manager
2016-2017
Strategic Thinking and Analytical Skills
• Overhauled account structure and targeted messaging strategies for homebuilding client ($5M annual budget), leading to a
31% growth in paid search site actions year-over-year.
• Optimized accounts (bid management, updated device strategy) for pharmaceutical clients (combined $1M annual budget),
increasing click-through rates by an average of 33% and driving more qualified site traffic (bounce rate decreased by 15%).
• Created and implemented A/B testing strategies to maximize remarketing efficiency and mobile ad positioning, measuring
consumer engagement by analyzing ROI, share of voice and cost-per-click.
Leadership and Project Management
• Revamped presentation of quarterly insight reports, eschewing the traditional dashboard to offer more specific data-driven
solutions to the client in an easily digestible format.
• Conducted display ad frequency test to find optimal number of ads to show consumers, ensuring that client avoided
overexposure and served ads to ideal number of unique visitors.
• Spearheaded successful strategy pitch to acquire larger budget from client, offering an actionable plan based on market
segmentation research that led to 10% increase in spend.
Teamwork and Client Relationship Management
• Coordinated with web design team on strategic direction of positioning for client’s new website, producing 52% increase in
conversion volume and 28% decrease in cost per conversion.
• Worked in tandem with SEO team to provide brand strategy recommendations, analyzing audience search patterns to build
keyword sets for clients launching new multiple sclerosis and cystic fibrosis drugs.
PMX AGENCY (full-service marketing agency, $75M in revenue)
New York, NY
Paid Media Coordinator
2014-2016
• Created detailed performance reports for an online education client ($36M annual budget), uncovering insights on zip code
segmentation and the competitive landscape that helped grow the monthly budget by 50%.
• Developed campaign restructure checklist that is still used today, guaranteeing that a standardized process be used to
streamline the launch of new campaigns.
• Led reporting calls and overall account management for multiple e-commerce accounts ($1-$2M annual budget), initiating
branded display testing and ad copy call-to-action testing.
ADDITIONAL INFORMATION
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Technical Skills: Google Analytics, Google Adwords
Post-Undergraduate Internships (Summer 2014): Editorial Intern, Fatherly; Editorial Intern, Liquor.com
Interests: Recreational basketball, Bruce Springsteen concerts, Kurt Vonnegut, The Wire, New York Giants
DORENA TU, CFA
dorena@wharton.upenn.edu | 1 (267) 593-7603
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Majors in Strategic Management and Finance
2017 – 2019
•
Leadership: project manager at Wharton Community Consultants, director of finance of Wharton Consulting Club
•
Membership: PE/VC Club, IM Club, Canada Club, Art Club, Boxing Club, and Student Admissions Program guide
UNIVERSITY OF WATERLOO
Waterloo, ON
Bachelor of Accounting and Financial Management, Economics Minor
2007 – 2012
•
Academics: 3.7 / 4.0, Dean’s Honors List; GMAT: 740 (97th Percentile)
•
Awards and Activities: University of Waterloo President’s Scholarship for academic excellence; University of Waterloo
Finance Association adviser; incoming student orientation leader
PROFESSIONAL EXPERIENCE
CIBC WORLD MARKETS
Associate, Mergers & Acquisitions
Analyst, Financial Institutions Group, Investment Banking
Toronto, ON
2015 – 2017
2012 – 2015
•
Built detailed financial models and management presentations, conducted due diligence, led national conference calls, and
partnered with external parties and executives for buy and sell-side transactions
• Led campus recruitment efforts for University of Waterloo as team captain and mentored summer analysts / associates
Selected Transactions:
Advised PAH and CKI on Acquisition of Husky Pipeline Assets for C$2.3 Billion
• Collaborated with external advisers to prepare board presentations and develop pro forma accounting statements for PAH’s
largest strategic transaction since its spinoff of HK Electric Investments in 2013
• Directed and coached analyst to model complex related party ownership structures and debt refinancing scenarios for tax
optimization and value enhancement; model used to determine acquisition price and resulting capital structure
• Received the Big Deal Award as the team deepened the client relationship through the transformational acquisition and
drove significant revenues across the investment bank.
Advised Carlyle and Warburg Pincus on Acquisition of DBRS for ~US$500 Million
• Conducted deep dive into Canadian debt and securitization market to analyze DBRS’ market position and cash flow
generation capabilities; stress tested management forecasts to help client negotiate purchase price
• Valuation and interloper ability-to-pay analysis guided toward bid price at low end of range
Advised Canadian Bank on Potential Sale of International Banking Subsidiary
• As lead associate, worked with both corporate development and CFO of subsidiary to determine stand-alone business
valuation and quantify $60 million of synergies for a negotiated sale
• Presented strategic rationales for valuation gap of over US$400 million; subsequently advised client on alternative
transaction structures to maximize returns to all stakeholders
Advised Discount Fashion Retailer on Potential Sale to Financial Sponsors
• Developed investment theses and model based on cash flow generation, store forecasts and operational benchmarks
• Managed Quality of Earnings process with external auditors to determine adjusted EBITDA for seven business lines
Advised Orion Mine Finance on Sale of Royalty Portfolio to Osisko Gold Royalties for C$1.1 Billion
• Analysis on public market alternatives and portfolio breakdown used to negotiate transaction capital structure
• Managed approximately 50-party sell-side transaction, including process preparation and Q&A engagements
ADDITIONAL INFORMATION
Certifications & Training: Chartered Financial Analyst; Sotheby’s Institute of Art - Art as an Alternative Investment
Leadership: Art Starts, board of directors and treasurer; Social Venture Partners, board of directors
Volunteer: Women in Capital Markets, mentor for women seeking to break into capital markets; University of Waterloo Student
Run Investment Fund, industry mentor for fund with ~$250k assets under management
Interests: violin and piano (Level 10 and Level 6 respectively from the Royal Conservatory of Music), swimming, skiing
TARA VAZIRI
201 S 18th St. Apt. 2004
Philadelphia, PA 19103
206-930-4121
tvaziri@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Marketing and Operations
 Member of Wharton Graduate Retail Club, Wharton Marketing Club, Wharton Women in Business
FRANKLIN W. OLIN COLLEGE OF ENGINEERING
Bachelor of Science in Engineering
 4-year full tuition merit scholarship
 VP of Marketing on winning team of student business challenge
 On-campus ambassador for Forté Foundation’s Career Lab to inspire women business leaders
Philadelphia, PA
2017-2019
Needham, MA
2009-2013
EXPERIENCE
ROCKSBOX
San Francisco, CA
Associate Planner
2015-2017
 Managed $5.5M of annual jewelry buys to keep up with aggressive customer growth, while maintaining low average
wholesale price to meet financial plan
 Analyzed merchandise performance to meet financial goals, adapt inventory as needed, and grow sales; improved sales
conversion by 6% in 2016, representing $99k in revenue
 Lead relationship manager for strategic accounts, representing 70% of business; developed an exclusive line with soughtafter designer, garnering 5,000 customer requests in first week
 Trained merchandising, marketing and finance team members in analytics software
 Negotiated all major vendors to extend payment terms, increasing working capital by $300k+
Assistant Planner
2014-2015
 Lead relationship manager for two designer partners, grew their sales from 5% of Rocksbox business to 17% in six months
 Created monthly reports for all designer partners, analyzing sales and feedback of inventory to identify customer trends and
inform buying decisions
 Designed automated rules with CEO to retire low-performing styles and optimize inventory; implemented rules with
engineering team
 Initiated jewelry tagging project to properly tag every piece of jewelry’s attributes; oversaw four team members for project;
results used in recommendation algorithm for stylists when curating boxes
Merchandising & Operations Associate
2013-2014
 Coordinated all aspects of operations process—curating, picking, packing, shipping, and receiving jewelry—for 2,000
customers, as part of the founding three-person operations team
 Made suggestions to boost efficiency of curation platform, including improvements to page design and addition of inventory
filters and alerts, increasing number of boxes out the door by 17%
 Ran customer service; including communicating with customers, tracking metrics to prevent customers’ biggest pain points
and fix glitches, and creating customer service policy documentation for training purposes
ADDITIONAL INFORMATION
 Interests: hot power yoga and live music (attend 10-15 concerts and/or music festivals per year)
 Positions: Young Professional’s Council: planned events to engage local businesses in Meritus College Fund’s mission to
support underserved students through college, raised $16K/year for a student’s scholarship; Career Mentor: mentor college
students with interest in fashion and retail, focusing on skill development, networking, and obtaining internships
 Languages: Farsi (intermediate); French (basic)
FARAH VIRANI
201 S 18th Street | Philadelphia, PA 19103 | 310-804-3190 | fvirani@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Business Analytics and Strategic Management
2017-2019
 Leadership: Director of Employer Relations, Consulting Club; Director of Education and Director of Conference, Retail
Club; Welcome Committee.
 Membership: Community Consultants, Technology Club, Analytics Club, Wildmen Hockey, and Women in Business.
EMORY UNIVERSITY
Atlanta, GA
Bachelor of Arts, Major in Economics and French Studies
2008-2012
 Junior year abroad in European and French Studies at La Sorbonne-Pantheon.
 Leadership: Outreach leader for Alpha Phi Omega National Service Fraternity activities at Hope Cancer Institute;
Co-Founder and Fundraising Coordinator for Emory Economic Development Initiative.
EXPERIENCE
MACY’S INC.
Director Omni Merchandise Planner - Top of Table
Associate Omni Merchandise Planner - Women’s Impulse Shoes
Associate Omni Merchandise Planner - Luxury Collections Bedding
Assistant Omni Merchandise Planner - Moderate Bedding

New York, NY
2017
2015-2016
2014-2015
2012-2014
Fast track promotion to Director level (first in cohort) in recognition of commercial success, analytic and problem-solving
capabilities, leadership, and corporate citizenship.
Analytical Rigor & Strategic Planning
 Managed 30+ brands in Home department with annual net sales of $200M across 550 stores and Macys.com.
Developed assortment architecture and strategies based on consumer and sales data, inventory analysis, regional and climate
statistics, and demographic trends; partnered with financial and buying counterparts to project sales, margin, and turnover.
 Executed sales growth of $20M (+25% y/y) in 2016. Recognized customer preference changes through regional data
analysis increasing sales by $12M; Synthesized store sales history and customer traffic in new ways to identify brands for
scale up from 20 to 605 stores increasing sales by $5M; used Macys.com data to identify in-store locational opportunities
increasing sales by $3M.
 Led test for new in-store service model to increase sales by $50M. Designed and tested “open selling” model to align with
changing shopping habits in Women’s Shoes generating $10M sales growth. Format implemented nation-wide in 2017.
 Redesigned floor space in partnership with store teams. Identified $1.5M in sales opportunities for locations with the
highest sales volume by creating innovative ways to make floor space more productive.
 Displaced competition. Analyzed locational data to find opportunities to take market share from a competitor and allocated
targeted products resulting in 11% y/y increase.
 Launched 3 new brands. Identified customer “white space” for both online and in-store by analyzing competitor data and
addressing gap by launching Kate Spade, Blue Bell Gray, Under the Canopy brands in Fall 2015 resulting in $5M in sales.
Leadership & Teamwork
 CEO Breakfast Club Member. One of 30 individuals recognized for high-potential, selected from over 160,000 staff to join
Macy’s CEO’s “brain trust” for innovation and game-changing ideas.
 Management and Mentoring. Responsible for management, performance assessment, and professional growth of two direct
reports and mentorship of five Assistant Merchandise Planners. Collaborated with HR in recruitment efforts and mentoring.
 Acting Manager. Chosen to manage all functions of $100M business as an entry-level assistant while supervisor was on 6month-long maternity leave. Results during that period and thereafter increased +15% y/y.
 Managed team transition following corporate restructuring. Onboarded incoming supervisor and team members to
ensure smooth transition. Led semi-annual strategy presentation and market analyses to senior management.
ADDITIONAL INFORMATION
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Interests: Retail, big data, entrepreneurship, fashion, women’s studies, travel (30+ countries), women’s shoes, cooking,
French culture, and high intensity interval training.
Volunteer Work: Teacher and Founding Member of Manhattan Ismaili Education Center and Big Sister/Mentor for
iMentors
Languages: Conversational French and Urdu.
LISA WEN
1829 Pine St, Apt 202, Philadelphia, PA 19103 | 508-733-4478 | lisawen@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Real Estate
2017- 2019
• Positions: Wharton Real Estate Club, VP Speaker Series; MBA Program Office, Welcome Committee Fellow
• Member of: Rebuilding Together, Innovation & Design, Retail, and Yoga Club
• Leader of multi-disciplinary team for 2018 ULI Hines Urban Design and Development Case Competition
WASHINGTON UNIVERSITY
Bachelor of Arts in Architecture, Major in Architecture
St. Louis, MO
Graduated in 2010
EXPERIENCE
OMNI REALTY TRUST
Natick, MA
Director, Real Estate
2016 - 2017
• Led design & construction teams for 6-unit multi-family residential redevelopment project
• Analyzed asset management processes through analysis and developed best practices templates to improve leasing,
maintenance, and construction budgets
OREGANIC DESIGN
New York, NY
Senior Project Manager, Fashion Wearable Technology
2015 - 2016
• Recruited directly by President and served as second-in-command
• Hired and trained 8-person multi-disciplinary team consisting of engineers and designers
• Managed deliverables for clients, including prototyping, business development and marketing
Select Client Experience
Fortune 500 Technology Company; San Jose, California – Provided product design services and fashion industry
consulting for multi-million-dollar initiative in Wearable Technology
• Designed, planned and furnished client’s 18,000 sq. ft. landmark Manhattan office – including space planning,
FF&E utilization, and sub-contractor selection
• Developed fashion-specific customer outreach strategy, marketing collateral, samples prototypes and show planning
which resulted in fashion engagements growing from 4 to 25 of the top 30 brands
• Focused on product integration utilizing communication, automation and connected environments technologies
KARA ROSS NEW YORK
New York, NY
Manager, Jewelry & Belt Divisions and Special Projects
2011 - 2015
Assistant, Jewelry & Belt Divisions
2010 - 2011
• Supervised design and construction details for flagship brick-and-mortar store in New York; collaborated with visual
merchandising vendors and internal product teams for window display installations
• Initiated direct manufacturing program with factory partners in China, India and Thailand; improved operations costs by 70%
and shortened production timelines by 30%; developed operational processes to reduce defective product rate by 25%
• Developed private label design collections for mass-market retailers - JCPenney, Chicos and Home Shopping Network resulting in $2M annual revenue
• Led design for marketing and press material; created national advertising campaign for print, digital and outdoor media, and
designed seasonal lookbooks and sales materials
Awards and Honors
GEM Designer of the Year by Jewelers of America (2014) – Highest industry honor
Excellence in Design by Women’s Jewelry Association (2012) – Awarded to one outstanding female designer
Design Commissions by the White House, Obama Administration (2011 – 2015) – One of a kind gifts for State visits
ZERO LAB OFFICE
Intern
• Developed and built study models for design project curated by AiWeiWei and Herzog & de Meuron
SKILLS & INTERESTS
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Technical Skills: Adobe Creative Suite: Photoshop | Illustrator | InDesign; AutoCad
Interests: Hiking (highest climb 15,200 feet); “Urban” Cycling, Cooking
Languages: Conversational Chinese (Mandarin)
Shanghai, China
Summer 2009
NANCY YAN
1919 Market St Apt 1003, Philadelphia, PA 19103 | (205-215-5669) | nancyyan@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate; Major in Strategic Management and Marketing
2017-2019
 GMAT: 760 (99th percentile)
 Recipient of two-year Woodrow W. Speir Endowed Fellowship for professional accomplishments, character, and leadership
 Leadership: Wharton Women in Business – Marketing Board, Annual Wharton Women Summit – Marketing Committee
 Active Member: Marketing, Retail, Women in Business, Entrepreneurship, Boxing, Wine, and Food Clubs
COLUMBIA UNIVERSITY, COLUMBIA COLLEGE
New York, NY
Bachelor of Arts; Major in Economics and Statistics
2007-2011
 GPA: 3.64
 Leadership: Columbia University Figure Skating Club: President (2011), Vice President (2010), Secretary (2009)
 Dean’s List, George Rupp Scholarship Recipient, Class of 1956 Scholarship Recipient, David Estabrook Romine Prize (top
Economics thesis) Nominee
EXPERIENCE
GOOGLE
Program Manager – Sales Strategy & Operations
Financial Analyst II – Google Marketing Solutions (GMS) Sales Finance
Financial Analyst – Real Estate Finance
Mountain View, CA
2017-2017
2014-2017
2012-2014
Received 35+ cross-functional awards for outstanding teamwork and performance beyond the expectations of the role
Promoted twice for proactive partnering with business teams to drive key initiatives as well as strong analytical skills
Customer Insights and Project Execution
 Reconceived the mid-market sales teams’ roles and responsibilities. Interviewed and surveyed 30+ sales reps globally for onthe-ground perspective and identifying market-specific industry trends for incorporation into 2018 business strategy
 Innovated customer segmentation-based incentive structures based on evolving landscape for 1,200 sales representatives on a
~$5B quarterly revenue ads business (~30% YoY growth) through strong relationship management with sales organization
 Led global pilot to institute a new sales strategy and positioning for a ~$550M quarterly revenue business, developing new
processes and change management for Google reps and business leaders and providing training for all participants
Leadership and Teamwork
 Created a go-to market strategy for launch of first GMS revenue incentive program (~$90M annual revenue on GMS Display
& Video) after sizing incremental revenue opportunity and receiving approval from Google CFO
 Led real estate financial division of Google’s M&A activity (36 acquisitions in two years including Motorola), collaborating
with cross-functional stakeholders across business units and acquired companies to integrate real estate portfolio
 Project managed and presented the weekly business review to VP of Global Sales & Operations covering revenue changes,
regional performance, and key strategic initiative tracking on the ~$7B quarterly revenue ads business growing ~25% YoY
Strategic Thinking and Business Planning
 Directed three annual budgeting cycles for Americas real estate, spanning diverse business units with unique requirements and
partnerships, from race-track buildouts for self-driving cars to BrandLabs for YouTube
 Rewrote and automated the fragmented revenue forecasting processes into a forecasting tool using RStudio and SQL. Reduced
quarterly revenue forecasting from four days to one hour; forecasting adopted by entire programs forecasting team
 Developed enhanced reports for 40+ real estate business partners and VPs to ground strategic decisions on financial viability
CREDIT SUISSE
New York, NY
Investment Banking Analyst – Global Industrials Group
2011-2012
Investment Banking Summer Analyst – Retail & Consumer Products Group
Summer 2010
 Covered wide range of industries in Industrials and Retail & Consumer Products Groups, building client financial models on
leveraged buyouts, mergers and acquisitions, IPOs, master limited partnership, equity issuances and debt refinancings
 Modeled a spectrum of risk scenarios for a potential acquisition of a Logistics company already undergoing litigation;
highlighted risks helped inform client decision to not pursue acquisition
ADDITIONAL INFORMATION
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Leadership: Google Ads Finance Women’s Group – Founder and Co-Head, Columbia University Alumni Interviewer
Technical Skills: SQL, RStudio, Google AppsScript, Excel modeling
Retail Experience: Summer Sales Associate at Express, Inc.
Interests: Competitive figure skating, long-distance running, Alabama football
ANGELA C. YUN
1700 Chestnut St. Unit 521 • Philadelphia, PA 19103 • (704) 287-6724 • angeyun@wharton.upenn.edu
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Philadelphia, PA
Master of Business Administration Candidate, Major in Marketing and Operations
2017 – 2019
• Leadership: Retail Club Board Member (Conference Director), Charity Fashion Show Committee, PE/VC Club Trek Leader
• Affiliations: Marketing Club, Women’s Rugby Club, Dance Studio, Boxing Club, Ski Club
DUKE UNIVERSITY
Durham, NC
Bachelor of Science; Major in Economics, Finance Concentration
2008 – 2012
• Cumulative GPA: 3.8 / 4.0 (cum laude distinction; Dean’s List; Dean’s List with Distinction)
• DukeEngage summer immersive service program in Trinidad & Tobago, Economics Department Peer Tutoring Program
• Study Abroad: University College London in London, UK
EXPERIENCE
ALLIANCE CONSUMER GROWTH (PE firm investing in emerging consumer and retail brands)
Investment Associate
New York, NY
2015 – 2017
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Managed five portfolio brands: Nudestix (emerging prestige cosmetics), Tata Harper (luxury non-toxic skincare), Pacifica
(mass natural beauty and personal care), Barkthins (snacking chocolate), Way Better (better-for-you tortilla chips)
Leadership and Teamwork
• Spearheaded initiatives to professionalize financial operations as interim CFO of Nudestix: led inaugural budgeting process
and produced detailed monthly budget, created sophisticated reporting tools to measure KPIs and establish weekly sales
targets for in-field team, reconfigured P&L and resolved over $500K in accounting discrepancies
• Led business and financial due diligence processes across multiple external teams (quality of earnings, IP, insurance,
regulatory/compliance) to assess potential operational risks of the investment during deal execution
• Piloted processes for multiple capital raises with banks and equity partners to fund manufacturing capacity and growth in
new markets for Tata Harper
• Formed and fostered relationships with entrepreneurs in the industry through outreach, trade shows, and conferences
Strategic Thinking and Analytical Skills
• Crafted 5-year brand and distribution playbook for Nudestix to establish value-maximizing path to growth for stakeholders
• Analyzed Nielsen/IRI data, sell through reports, and customer life time value data to generate insights on potential
investment candidates, must-win categories and attractive channels; analysis informed valuation and investment decisions
• Discovered over $1m in annual foregone sales due to out-of-stock concerns at a beauty retailer for Pacifica, a mass beauty
brand, and prepared pitch materials for retailer which successfully minimized future stock issues
• Built and sensitized financial models with detailed top-line builds to analyze equity returns and rationalize purchase price
Marketing Strategy and Consumer Insights
• Developed hair care strategy by mapping industry players, evaluating winning brands, sizing the market opportunity, and
assessing sector pain points and growth areas; culminated in sourcing the next potential investment (ongoing)
• Analyzed online ratings and reviews to understand target demographics and brand perception during due diligence process
for beauty and personal care brands
• Conducted in-store, on-shelf research to evaluate competitor sets (e.g. importance of natural/organic in pasta set) and
determine optimal merchandising strategy (e.g. brand block vs. by product category, endcap vs. in-line)
• Collaborated with portfolio companies and brand agencies to construct brand hierarchies and complete packaging refresh
WELLS FARGO SECURITIES
Investment Banking 3rd Year Analyst — Financial Sponsors Group
Investment Banking Analyst — Leveraged Finance Group
Investment Banking Summer Intern — Leveraged Finance Group
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New York, NY
2014 – 2015
2012 – 2014
Summer 2011
Performed extensive diligence on potential LBO candidates to understand industry trends, competitive positioning,
investment highlights, and credit risks; prepared sell-side marketing materials to drive deal execution
Supervised analysts/interns on deal teams, identifying workstreams, creating deliverables and providing ongoing mentorship
Promotion to 3rd year analyst (assumed associate role and responsibilities on deal teams) and received top bonus bracket
ADDITIONAL INFORMATION
Interests: fitness (weekly barre classes and HIIT workouts, tennis), Latin music, painting, Sichuan cuisine
Community Leadership: Previously co-founder and president of Time In Children’s Arts Initiative Junior Board (non-profit)
Languages: Conversational proficiency in Mandarin