2004 Finance - Club - Summer - Resumes PDF

CATHARINE ACKERSON
1909 Jefferson Park Avenue #5 (703) 507-0979

Charlottesville, VA 22903 AckersonC05@darden.virginia.edu
EDUCATION
2003-2005 Darden Graduate School of Business Administration Charlottesville, VA
University of Virginia
Candidate for Masters of Business Administration, May 2005
• Outreach Community Service Club (Co-President)
• Member of the Finance and General Management Clubs and the International Business Society
1994-2000 Brigham Young University Provo, UT

Bachelor of Arts, Double Major in International Relations and German
• Cum Laude; University Honors Graduate; 3.84/4.0 GPA
• University, Mary F. Smith, Kennedy Center, Barrett, and Robert K. Thomas Scholarships
• Member of Phi Kappa Phi and Golden Key National Honor Societies
• Semester Abroad (Rahden, Germany); President BYU German Society
EXPERIENCE
Summer 2004 United Technologies Corporation’s Pratt & Whitney East Hartford, CT
Summer Intern, Controller’s Office for Commercial Services
2002-2003 U.S. Senator Robert F. Bennett (UT) Washington, DC

Legislative Assistant
Leadership
• Actively cultivated relationships and consulted with a wide variety of interested parties and
legislative policy experts to thoroughly evaluate political issues pertinent to office goals.
• Made recommendations to the Senator on legislation and appropriation needs for the state.
• Coordinated with staff on relevant Senate committees to advance legislative initiatives and
appropriations requests.
• Instigated process to implement office-wide constituent response policy.
• Managed and trained 15 interns and 4 newly hired staff in political research and writing.
Communication
• Prepared concise policy briefs, official Statements for the Record, hearing statements, and
background memos on a myriad of political, social, and historical issues.
• Communicated the Senator’s policy positions to constituents, government officials, foreign
diplomats, business leaders, and public interest groups.
• Produced an office Standardized Style Guide and Letter Reference Manual in an effort to
improve the quality and consistency of constituent response.
Analytical
• Analyzed legislation, federal regulations, current laws, media articles, and academic reports
with the intent of providing the Senator with the best interpretation of information available.
• Prioritized, submitted, and tracked appropriations requests relating to a number of policy areas.
• Mapped office’s constituent response process to identify and eliminate process inefficiencies,
which resulted in improved constituent mail response time.
2001- 2002Legislative Correspondent

Researched, wrote, and edited the Senator’s constituent correspondence.
•
Prioritized, submitted, and tracked defense appropriations requests totaling more than $158
•
million while acting as an interim legislative assistant.
• Increased constituent response output in issue areas from approximately 8,000 letters per year to
more than 20,000 letters per year.
• Developed intra-office delivery system which significantly reduced instances of misplaced and
lost correspondence items.
COMMUNITY AND PERSONAL
• Tutor for the For Love of Children program; Sunday School teacher; full-time volunteer
representative for the Church of Jesus Christ of Latter-day Saints in St. Petersburg, Russia
(1997-1999).
• Fluent in Russian, proficient in German; baseball and Ultimate Frisbee player; logic puzzle
enthusiast.
Christopher D. Babick
144 Ivy Drive, Apt # 8 ● Charlottesville, VA 22903 ● (917) 689-0026 ● babickc05@darden.virginia.edu
EDUCATION:
THE UNIVERSITY OF VIRGINIA
The Darden Graduate School of Business Administration
• Candidate for Master of Business Administration, May 2005
• Recipient of the Consortium for Graduate Study in Management Fellowship
• Darden Capital Management Club, Finance Club, and Media, Entertainment & Sports Club
THE UNIVERSITY OF CALIFORNIA AT BERKELEY
The Walter A. Haas School of Business
• Bachelor of Science in Business Administration, December 1996
• Bachelor of Arts in History, December 1996
• Dean’s List Student, Academic Tutor Volunteer and Member of the University’s Crew Team
EXPERIENCE:
Summer 2004 LEHMAN BROTHERS Chicago, IL
Leverage Finance / Financial Sponsors Group, Summer Associate
2002 – 2003 DYMAS CAPITAL MANAGEMENT COMPANY, LLC Chicago, IL
Merchant Banking / Financial Sponsors Group, Associate – Middle market provider of senior, junior
secured, mezzanine and equity capital for the private equity and corporate community
• Drafted underwriting memoranda for multiple industries and debt products.
• Developed complex leveraged buyout and operating models.
• Created financing capital structures, determined debt product pricing and executed syndication.
• Reviewed credit agreement language and negotiated financial covenant levels.
• Examined over 80 transactions for business value characteristics and lending criteria.
1998 – 2001 CREDIT SUISSE FIRST BOSTON New York, NY
Leveraged Finance / Financial Sponsors Group, Financial Analyst (1999-2001)
• Provided capital for private equity and corporate clients in LBOs, recapitalizations, mergers &
acquisitions, senior credit facilities, private placements and high yield transactions.
• Performed comprehensive LBO, operating and valuation modeling.
• Drafted marketing, roadshow, rating agency and board presentations.
• Structured, priced and syndicated debt products with capital markets.
Selected Transaction Experience
¾ Exide Corporation: Lead arranger for $250MM add-on B tranch facility with 3% warrants to
finance acquisition of GNB Technologies.
¾ Mary Kay Inc.: Lead arranger for $400MM credit facility to alleviate liquidity constraints and
eliminate existing facility maturity issues.
¾ Industrias Unidas, S.A. de C.V.: Lead manager for $225MM bond offering of foreign issuer
to refinance existing debt and finance shareholder dividend.
¾ VDI Multimedia: Lead arranger for $110MM credit facility and $40MM mezzanine note
placement for leveraged buyout by Bain Capital.
¾ Scholastic Inc.: Co-lead arranger for $400MM 364-day credit facility to finance equity
purchase of Grouse and refinancing of existing debt.
Asset Finance Group, Financial Analyst (1998-1999)
• Supported asset securitization underwriting process involving equipment lease receivables, franchise
loans, manufactured housing loans, and credit card receivables.
• Assessed asset risk, evaluated payment delinquencies and asset credit issues.
1997 – 1998 JP MORGAN SECURITIES INC. New York, NY
Fixed Income – Repurchasing Agreements Desk
• Organized and administered trade and financing process between JP Morgan Securities and Morgan
Guarantee Trust to cover long and short positions.
• Contributed to daily trade, repurchasing, collateral research and deal processing of U.S. Treasuries.
LICENSES: Series 7 and 63 Certification
PERSONAL: TaeKwonDo, golf, running (Chicago Marathon 2002), historical research and Knights of Columbus
JEREMY ALEXANDER BAKSHT
1538 Water Oak Court • Charlottesville, VA 22903 • 434.249.8785
BakshtJ05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA
• Consortium for Graduate Study in Management Fellow, National Society of Hispanic MBAs Scholar
• Finance Club: VP Corporate Relations, Capital Management Club: Member
• Wachovia Finance Case Competition: Darden Team Runner-up
UNIVERSITY OF TEXAS Austin, TX

Bachelor of Science in Mechanical Engineering, Business Foundations Program, Dec 1999
• Texas Achievement Honors Award - full undergraduate tuition recipient
• Global Engineering Education Exchange Program – Madrid, Spain, Fall 1998 – Spring 1999
• Dow Chemical Intern, Summer 1997 & 1998, 3M Company - Research Assistant, 1996-1998
• Student Engineering Council Representative and UT Varsity Lacrosse Player
EXPERIENCE
Summer 2004 HOULIHAN LOKEY HOWARD & ZUKIN New York, NY
Summer Associate – Investment Banking
• Accepted a summer offer to work as a generalist associate.
• Potential assignments will include mergers and acquisitions advisory, restructuring analysis and
fairness opinions across multiple industries.
2002-2003 IMPACT INNOVATIONS Dallas, TX

Management Consultant – Technology Financial Planning
• Advised the TXU technology planning manager on deployment of $33 million 2003 capital budget.
• Led weekly meetings between application development managers and the executive committee, and
created and distributed a detailed weekly summary report to communicate initiatives.
• Created several excel models to facilitate budget analysis, capacity planning, and accounting reports.
2000 - 2002 ACCENTURE Dallas, TX

Technology Consultant – Customer Relationship Management
• Directed a team of 6 consultants and software engineers to build and deploy a financial controls and
reconciliation system. The 14 month project was completed on time with expected functionality and
10% under the $1.5 million capital budget.
• Delivered technical and leadership contributions to various projects for TXU and BP Amoco including
a billing system data conversion, operations reporting, and eCommerce. Promoted six months early.
• Consulted clients on full life cycle of software implementations including proposal creation and
delivery, requirements gathering diligence with business experts, drafting of system requirements,
technical coding, testing, implementation, monitoring, transition, and lessons learned sessions.
OTHER
• Fluent in Spanish and beginner in Hebrew
• Proficient in multiple programming languages and applications including Java, SQL, HTML, and C++
• Interests include non-fiction reading, basketball, golf, softball, mountain biking, and snow boarding
• Volunteer for Junior Achievement, Habitat for Humanity, and Muscular Dystrophy Association
Kailash Balasubramaniam
Apt#6, 433 Seymour Road • Charlottesville VA 22903 • 434-466-6427 • Balasubramk05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, VA
• Member of Finance Club, Capital Management, General Management and Operations (GMO) Clubs
• GMAT:720
Indian Institute of Management Ahmedabad, India

Post-Graduate Diploma in Management, April 1993
Member – Marketing Fair Coordinating Committee
EXPERIENCE
Rabobank International (summer 2004) New York
AAA Dutch commercial bank operating in 29 countries worldwide
Summer Associate in Credit Risk Management (Capital Market Products) – offer accepted
DBS Bank Ltd. (2001-2003) Singapore
A+ Singaporean commercial bank operating in SE Asia and Greater China
Manager - Credit
• Treasury Credit – Assessed credit risk and structured transactions for a range of single and
multiple-obligor products ($5M to $25M), including fixed income securities, swaps, structured
products such as CDOs and CLNs.
• Overseas Credit – Monitored and managed Indian, Thai and UK branch portfolios. Analyzed credit
proposals ($5M to $50M) from branches and participated in the approval process. Cross-applied the
bank’s experience across branches in product structuring and in handling problem accounts.
• Coordinated group-wide integration of certain credit policies and practices at DBS Thailand.
Followed through and trained local staff at Bangkok for 3 months.
Rabobank International (1999-2001) Bombay
Indian subsidiary of AAA Dutch commercial bank operating in 29 countries worldwide
Member - India Credit Committee, reporting to the Chairman of the Committee.
• Approved credit proposals up to $5M as part of the Committee.
• Structured trade finance and credit transactions together with Account Managers. Performed client
due diligence through plant visits and analysis of Industry/ Company/ Financial position/ risk factors.
• Participated in restructuring of problem accounts (incl consultation with legal counsel).
• Led a multi-functional task force of Legal, Credit and Operations department members to
recommend measures to strengthen credit approval, monitoring and documentation.
• Coordinated with Head Office in Holland, Regional Head Office in Singapore, and with other
branches on credit approvals, credit policy issues and cross-selling opportunities.
Commerzbank AG (1996-1999) Bombay & Singapore (regional HQ)
A- rated German commercial bank operating in 42 countries worldwide
Assistant Manager - Credit
• Analyzed credit, administered limits and monitored group-wise and industry-wise exposures.
• Selected from a pool of analysts at Bombay to bolster approval and monitoring processes in
Singapore. Reduced approval period for Indian applications from 20 days to 3-4 days.
• Participated actively in lenders’ meetings and internal strategy sessions in Singapore for
restructuring of Thailand corporate debt.
HSBC (1994-1996) Bombay
• Rotated across retail and wholesale banking departments for supervisory training.
• Selected for executive training at the Group Management Training Centre, London.
Unit Trust of India (1993-1994) Bombay
India’s largest mutual fund (then managing $400M)
• Analyzed debt proposals as Deputy Manager in the Primary Markets division.
PERSONAL
• Eligible to work in Singapore (Permanent Resident)
• Music, reading, snorkelling, travel and volunteer work (mainly with the visually handicapped)
• Language skills: Tamil, Hindi, German (basic)
ROBERT J. BARRETT
122-02 Ivy Drive • Charlottesville, VA 22903 • 917.593.3617
BarrettR05@darden.virginia.edu
EDUCATION
• Member of Darden Finance Club.
GEORGETOWN UNIVERSITY Washington, DC

Bachelor of Arts in Government and Economics, May 1999
• Dean’s List; Theta Alpha Kappa Honor Society.
• Elected member of Undergraduate Admissions Council.
EXPERIENCE
Summer, 2004 UBS Investment Bank New York, NY
Summer Associate – Investment Banking Division
• Accepted offer to join Summer Associate Class of 2004 at UBS Investment Bank.
2000-2003 GOLDMAN, SACHS & CO. New York, NY

Analyst – Investor Marketing Group, Global Money Markets
• Marketed short-term investment grade debt instruments, including structured conduits and derivative
products, to over 300 global investors.
• Communicated opinions on issuer credit, conduit assets, financing costs, and current market trends to
senior credit analysts and portfolio managers for the active management of fixed income portfolio.
• Led investors through the credit analysis and due diligence required to approve new issuers.
• Initiated and led project that reduced fixed costs to group by $250,000 per annum.
• Transaction highlights include:
¾ Global marketing of relaunched CIT $5.0 billion U.S. commercial paper program.
¾ Private placement of $1.5 billion of Tier 2 telecom debt to U.S. money managers.
¾ $100.0 million liquidity increase of Extendible Commercial Note (ECN) program for private
U.S. industrial credit.
¾ $6.0 billion Asset-Backed conduit offering, DaimlerChrysler Revolving Auto Conduit, LLC,
Series I and II.
¾ $650.0 million in credit approvals for U.S.-based pharmaceutical cross-over credit.
Analyst – Money Market Finance, Global Money Markets

• Performed quantitative reviews, issuer documentation, market analysis, and investor capacity studies on
U.S. East coast and Australian, Euro and Global Commercial Paper issuers.
• Wrote detailed pitch books and participated in the drafting of U.S. debt offering memoranda.
• Participated in M&A financing teams for pharmaceutical, media/telecom, and industrial companies.
Completed transactions include $4.3 billion financing for The Walt Disney Company’s acquisition of
Fox Family.
• Assisted term debt bankers with pricing, capital structure reviews, alternative liquidity products, bank
loan analysis, and marketing of Medium-Term Notes (MTNs) and derivative products.
1999 - 2000 J.P. MORGAN & CO., INCORPORATED New York, NY

Analyst – NYC Metropolitan Group, Private Wealth Management
• Provided wealth strategy support for bankers, salestraders, portfolio managers and Private Equity,
Credit, Fiduciary Service, and Fixed Income product teams.
• Worked extensively on client portfolio management, including product risk review, wealth strategy
modeling, future value portfolio valuation, portfolio tax accounting, stock option risk review, efficient
frontier comparative review, and cash flow – tax and fee valuation.
• Role as group’s single analyst allowed for significant client interaction, writing of pitch material, and
contribution to research products for senior management.
OTHER
• Licensed NASD Series 7 and 63.
• Member of 1995 America’s Cup Team, Pact ’95.
• Interests include golf, sailing, and traveling.
Erik A. Bernotas
235 Colonnade Dr. #33 • Charlottesville, VA 22903 • (215)-380-0707 • BernotasE05@darden.virginia.edu
____________________________________________________________________________________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration
University of Virginia Charlottesville, VA
Candidate for Masters in Business Administration, May 2005
• Member of Finance and Darden Capital Management clubs
• GMAT: 750
Pennsylvania State University University Park, PA

Bachelor of Science in General Science, December 1999
• Varsity Soccer: Fall 1995 – Spring 1997; Club Soccer, Secretary: Fall 1998 – Fall 1999
• Sigma Chi Fraternity
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EXPERIENCE
SG Cowen – Health Care Corporate Finance Practice New York, NY
Summer Associate, Investment Banking: May 2004 – August 2004
Accepted an offer to join the Summer Associate Class of 2004.
Accenture – Health and Life Sciences Practice Washington, DC

Consultant: March 2002 – June 2003; Analyst: April 2000 – February 2002
Primary experience includes business process analysis and redesign for Fortune 500 pharmaceutical and
biotechnology clients in various functional areas including: procurement, supply chain planning, knowledge
management, and research and development.
Business Analysis
• Led gap analysis of procurement processes and systems to integrate the corporate finance organizations of two
pharmaceutical companies.
• Assessed current processes, identified functional and technical requirements, created functional design, and
documented future processes and roles for a digital asset management application.
• Developed task-level process maps of data collection, analysis, and reporting activities for a long-range
capacity planning process.
• Created and modified Excel-based performance management tools to track process performance against target
customer service levels.
Leadership and Client Management

• Received highest year-end rating among peer group for final project.
• Established credibility and strong working relationships with client sponsors, stakeholders, and project team
members.
• Facilitated interviews, led functional design sessions, and worked with development teams to translate
functional requirements into application designs.
• Mentored and supervised new analyst on analysis and design methodology.
Communication and Training

• Produced promotional materials and communications to advertise new processes and systems to internal
customers.
• Trained client counterparts as primary resources for post-implementation application and process support.
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PERSONAL
• Interests include Golf, Soccer, Cycling, Reading, Salsa Dancing, Poker
• Community Activities: MS150 City to Shore Bike Ride, Philadelphia, PA – 2000, 2001, 2002
WILLIAM F. BEY, JR., CPA
1945 Thomson Rd. • Charlottesville, VA 22903 • 434-295-521422903 • beyw04@darden.virginia.edu
_________
EDUCATION
• Member, Darden Finance Club, JD/MBA Society; GMAT: 740
• First Place, Deloitte Consulting Challenge
UNIVERSITY OF VIRGINIA SCHOOL OF LAW Charlottesville, VA
Candidate for Juris Doctor, May 2005
• Director, Volunteer Income Tax Association
• Recipient, Mortimer Caplin Public Service Certificate
COLLEGE OF WILLIAM AND MARY Williamsburg, VA
Bachelor of Business Administration, Accountancy, Mathematics Minor, May 1999
• Dean’s List Scholar; Honorable Mention, Arthur Andersen Tax Challenge (Graduate Division)
• Vice President – Finance, Wayne F. Gibbs Accounting Society; Letterman, Varsity Baseball Team
EXPERIENCE
2004 MERRILL LYNCH New York, NY
Summer Associate, Investment Banking Division
• Accepted offer to join Summer Associate Class of 2004 at Merrill Lynch in the Industrials Group.
2003 MORGAN LEWIS & BOCKIUS New York, NY

Summer Clerk – Law Firm
• Mergers & Acquisitions: Performed due diligence on part of a $1.8B leveraged buyout of a fortune
500 pharmaceutical company. Researched legal implications of Sarbanes-Oxley Act of 2002 on the
appointment of independent directors.
2002 - 2003 HUNTON & WILLIAMS Richmond, VA

Summer Clerk – Law Firm
• Mergers & Acquisitions: Researched legal implications and wrote memorandum on deal protection
devices. Assisted in the preparation and review of merger agreements.
• Asset Securitization: Performed due diligence by analyzing securitization agreements for client
seeking over $50MM in funding.
• Securities: Researched legal issues and wrote memorandum on shareholder derivative suits.
• Litigation: Represented DB Alex Brown in a negligence suit regarding broker trading.
1999 – 2001 ERNST & YOUNG, LLP Washington, DC
Staff Auditor – Assurance & Advisory Business Services
Performed audits resulting in client billings over $1MM. Developed a broad base of skills through engagements for
both public and private sector clients in various industries ranging in size from $5MM to $6B.
Leadership/Project Management
• Generated fee estimates, prepared and monitored engagement budgets in excess of $200,000 annually;
consistently managed teams to complete projects under budget and with profitability.
• Led the planning process and design of audit procedures for new and existing clients.
Analytical Skills
• Prepared and analyzed annual financial statements, public filings and statutory filings.
• Tested systems controls of client’s business processes and evaluated areas of potential risk.
• Performed detailed audit procedures for significant financial statement accounts.
PERSONAL
• Completed all four parts of the CPA examination on the first attempt; achieved by only 10% nationwide.
• Interests: football fanatic, struggling golfer, poker enthusiast, and experimental chef.
TRAVIS REAGAN BROWN
2709-A Eton Road • Charlottesville, VA 22903 • (214) 417 – 8244
brownt05@darden.virginia.edu
EDUCATION
• Member of Darden Private Equity Network, Finance Club, General Management & Operations Club
SOUTHERN METHODIST UNIVERSITY Dallas, TX

BBA in Finance with History Minor, May 1998
• GPA: 3.5, Cum Laude, Dean’s List 1996 – 1998
• Awarded Robert H. Stewart University Scholarship for academic excellence
• Raised over $25,000 for the “I Have a Dream Foundation”
• Study Abroad Program – University of Oxford, Oxford, England
EXPERIENCE
Summer 2004 HCA HEALTHCARE CORPORATION Nashville, TN
1998 – 2003 BANC OF AMERICA SECURITIES LLC

Associate – Private Client Services (2002-2003) San Francisco, CA/Dallas, TX
• Member of an investment management team managing over $1.5 billion of private capital, including
over $120 million on a discretionary basis.
Financial Modeling and Accounting Trainer (2001-2002) New York, NY

• Analyst selected to train the Banc of America Securities’ Investment Banking Analysts and
Associates for two consecutive summers.
• Managed and facilitated summer training program for over 100+ Analysts and Associates.
Senior Corporate Finance Analyst – Financial Sponsor Group (2000-2001) San Francisco, CA
• Supported senior coverage officers responsible for cultivating and managing relationships with
private equity clients including: Texas Pacific Group, Oak Hill Capital Partners, Freeman Spogli &
Co., Haas Wheat, Weston Presidio Capital, Genstar Capital and Aurora Capital Group.
• Created financial models to evaluate financing alternatives and forecast investor returns in different
transactions, including: leveraged buyouts, leveraged recapitalizations, and merger and acquisition
opportunities.
• Analyzed and identified proprietary investment opportunities.
• Transaction Highlights:
o $300 million Senior Subordinated Notes Offering for Del Monte Foods Co.
o $124 million Initial Public Offering for Galyan’s Trading Company
o $170 million Initial Public Offering for AMN Healthcare Services Inc.
Corporate Finance Analyst – Mergers & Acquisitions Group (1998-2000) Atlanta, GA

• Executed multiple transactions, including exclusive sale, leveraged buyout, and buyside assignments.
• Developed integrated financial models to value companies using comparable company and
transaction analysis, discounted cash flow analysis, leveraged buyout analysis, and accretion/dilution
analysis.
• Drafted descriptive memorandums, contacted potential buyers, prepared management presentations,
coordinated data room processes, and performed due diligence through close interaction with senior
management.
• Transaction Highlights:
o Windpoint Partners acquisition of Twitchell Corporation
o Acquisition and formation of Strategic Equipment & Supply Corp. by Glencoe Capital
o Bindley Western Industries, Inc. acquisition of Central Pharmacy Services, Inc.
PERSONAL
• West Dallas Community School – Volunteer at Inner City School, Basketball Coach
• Leland House Volunteer – Server at San Francisco AIDS Hospice
• City Church of San Francisco – Community Group Leader, Sunday School Teacher, Ministry Leader
• Enjoy running, traveling, reading, and golf
JOSEPH S. BURKHART
604 Watson Ave • Charlottesville, VA 22901 • (202) 210-8689 • BurkhartJ05@Darden.Virginia.edu
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EDUCATION
Candidate for Masters of Business Administration, Class of 2005
• Finance Club, Private Equity Network, Darden Capital Management, Elected Section Social Chairperson.
th
• GMAT: 720 (ranked in the 96 percentile).
UNIVERSITY OF NOTRE DAME Notre Dame, IN

Bachelor of Business Administration in Accounting, Graduated January 1998
• Graduated cum Laude, Dean’s Honor List every semester, 3.54 GPA, member of Beta Alpha Psi Honor Society.
• Teaching Assistant for managerial accounting course; involved in student athlete tutoring.
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PROFESSIONAL EXPERIENCE
UBS New York, NY/Stamford, CT
A global financial services firm
Summer Associate, private equity funds group (June 2004-August 2004)
ALLIED CAPITAL CORPORATION Washington, D.C.
The nation's largest business development company engaged in providing subordinated debt and equity investment
capital to private companies in a variety of industries.
Vice President, Private Finance (January 2003 – July 2003)
Associate, Private Finance (April 2000 – January 2003)
Management Experience
• Played a senior role in the sourcing, structuring, negotiating, closing, monitoring, and exiting of $10 million to $50
million subordinated debt and equity investments.
• Managed and organized financial due diligence and legal documentation.
• Performed and directed financial analyses related to proposed deals and existing investments.
• Trained and developed a team of junior investment professionals.
• Youngest Private Finance Vice President.
Deal Experience
Closed eleven platform company investments, five follow-on investments, three restructurings, and three divestures.
Examples of representative transactions include:
− $50 million investment in a rural cable provider of hybrid digital services.
− $36 million investment in a manufacturer and distributor of architectural paints and coatings.
− $35 million buyout of a leading regional home healthcare organization.
− $17 million buyout of a bankrupt developer and manufacturer of cosmetic products.
− $17 million buyout and subsequent divesture of an operator of CRM call service centers.
Operational Experience
• Served as Allied’s onsite representative during a planned restructuring period at a portfolio company. Responsible
for the implementation of Allied’s turnaround strategy while a replacement management team was assembled.
• Successfully revised and implemented a redesigned business plan in conjunction with the senior management team
of a telecommunications company.
• Participated at the Board level at five portfolio companies. Served as a director for a company operating in the
home healthcare industry.
HORIZON PARTNERS, LTD. Milwaukee, WI
A private equity investment holding company founded by over thirty former chief executive officers.
Analyst (April 1998 – April 2000)
Worked directly with the firm’s chairman and principals closing two platform company acquisitions, two follow-on
investments, and two divestures.
• Responsibilities included: extensive financial modeling and analysis, industry research, due diligence, fund
accounting, company payroll, and the financial monitoring of portfolio companies.
• Analyzed two to three deals a week across a broad range of industries including food manufacturing, niche printing,
and outdoor recreational products.
• Attended the 1999 Venture Capital Institute, an executive training program for private equity professionals.
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PERSONAL
• Enjoy international travel, golf, skiing, and politics.
Cheng, Tsung-Hao (Edward)
55A Barclay Place Court‧ Charlottesville, VA22901‧ 434-960-2520‧ ChengT05@darden.virginia.edu
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EDUCATION
• Member of International Business Society, Finance and Darden Capital Management Club
National Taiwan University Taipei, Taiwan
Bachelor of Business Administration in Finance and Accounting, June 1997 (GPA:3.6/4.0)
• Texas Instrument Scholarship; Hsin-Kong Life Insurance Scholarship
• NTU Student Association: Vice President.95-96; Relay Team: Capitan 93-94
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EXPERIENCE
Lehman Brothers (Summer 2004) Taipei, Taiwan
Summer Associate, Equity Research Division
• Accepted the only offer in Taiwan to join 2004 Equity Research Summer Associate Class.
Taian Insurance Corporation (July 2001-August 2003) Taipei, Taiwan
Leading insurance corporation in Taiwan with USD$800 MM revenue in 2002.
Portfolio Manager, Investment Office.
• Managed USD$15 million equity portfolio from Aug/02 to July/03 which outperformed the Taiwan stock
market index by 2%.
• Promoted to portfolio manager from equity analyst in one year.
• Traded stocks using price and volume analysis, moving average line, trend line, and Dow theory; hedge the
equity portfolio using financial derivatives instruments such as futures and options.
• Arbitraged price differentials between ADR and underlying Taiwanese stocks and price differentials between
the convertible bonds and stocks.
• Built a dynamic model to allocate the assets by analyzing domestic macroeconomic situation such as interest
rate and monetary cycle.
• Developed a monthly performance report of the portfolio with recommendations of investment strategies to
the board of directors.
• Trained two junior analysts in writing equity research reports and conducting due diligence.
Analyst, Investment office
• Conducted industry research by interviewing senior management of target investments during on-site visits,
investor relationship conferences and phone conversations.
• Evaluated new investment opportunities in technology, telecom, materials industries and China Play stocks
using various financial models (DCF, ROCE, PER, PBR and EV/CV).
• Built a database to screen stocks using metrics such as sales growth, earnings growth, dividend yield and ROE
as investment recommendations.
KPMG Peat Marwick LLP (July 1999-July 2001) Taipei, Taiwan
In Charge Auditor, Auditing Department
• Audited clients’ financial and tax reports. Proposed tax saving suggestions and provided professional advice to
management executives to improve their operation efficiency and reduce costs.
• Assisted clients’ IPO affairs by fulfilling the financial law requirement and pricing the market.
• Cooperated with KPMG Consulting and Citibank to re-engineer the financial reporting process of
Citibank-Taipei.
• Promoted as the In-Charge auditor at KPMG in 11 months.
Ministry of National Defense (July 1997-July 1999) Taipei, Taiwan
The Financial Officer-Second Lieutenant
• Led a team of 30 junior officers to audit payroll reports for Division of Taiwan Army with 10,000 soldiers.
• Led the first project in Taiwan to change the military payroll system from manual to electronic transfer.
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PERSONNAL
• Candidate of Chartered Financial Analyst Level 2
• Language: Native in Mandarin Chinese and Taiwanese. Fluent in English. Basic Japanese.
• Interest: Bowling, basketball, table tennis and readings, especially in strategy, history and investment.
Thabani R. Clemens
125 Tintern Court, Charlottesville, VA 22901 • (734) 516-1816 • ClemensT05@darden.virginia.edu
EDUCATION
• Active member of Graduate Women in Business Club, International Business Club, European Society
at Darden, Black Business Student Forum, General Management Club, Marketing Club, Finance Club
Bryn Mawr College Bryn Mawr, PA

Bachelor of Arts in East Asian Studies with a concentration in Chinese Studies, May 1999
• Graduated Cum Laude, Minor in Economics
EXPERIENCE
Summer 2004 MERRILL LYNCH New York, NY
Summer Associate, Global Markets and Investment Banking
• Accepted an offer to join the Summer Associate Class of 2004.
1999 – 2003 FORD MOTOR COMPANY Dearborn, MI
Selected to participate in Ford’s College Graduate Finance rotational program.
Treasury Operations Analyst
• Supervised daily cash management activities (up to $12 billion) including wire transfers, bank
reporting, forecasting and transaction verification for Ford Motor Credit Company (FMCC), Ford
Credit Canada (FCC), Ford Credit Mexico (FCM) and Ford Credit Puerto Rico (FCPR).
• Mapped out required cash flows for settlements of FMCC and FCM securitization deals.
• Administered implementation of Wall Street Systems global cash management system and assisted in
the re-engineering of the Treasury Operations Department, achieving a headcount reduction of two.
• Assisted in creating Ford Credit duplicate cash management system to enable joint venture entity to
function independently.
Foreign Exchange Trader
• Managed Ford Credit Europe (FCE) and internal hedge portfolios of approximately $6 billion;
performed risk analysis evaluations on exposure limits for FCE.
• Coordinated global internal netting process for Ford Motor Company (FMC).
• Researched and compiled foreign exchange forecasts for Ford Corporate database.
• Reorganized Trading Department volume report, cutting cycle time from three days to 15 minutes.
• Negotiated and executed various foreign exchange transactions: spots, forwards and swaps worth
$500,000 to $1.5 billion.
Money Market Analyst
• Managed FMC and FMCC overnight cash portfolios of $1.5 billion to $10 billion.
• Made investment decisions and executed trades based on funding plans timed to take account of debt
securitization deal settlements, FMCC Commercial Paper (CP) maturities and supplier payments,
using US and Int’l Commercial Paper, Agency Discount Notes and US and Canadian Treasury Bills.
• Coordinated ISDA agreements and specification with trading counterparties.
Cost Analyst, Dearborn Stamping Plant
• Developed labor forecasts and budgets for plant business plan.
• Oversaw launch budget ($2 million) of new vehicle line and ensured appropriate funding for plant.
• Assessed fixed assets and made recommendations on their disposal through semi-annual audits.
• Revamped Continuous Improvement Recognition System program, designed submission/evaluation
forms, trained evaluators, evaluated submissions and awarded individual prizes up to $10,000.
• Developed plant cost savings projects (up to $1 million) and coordinated approval process.
• Volunteered to supervise three production lines and manage nine laborers on plant floor.
_____________________________________________________________________________________________________
PERSONAL
• Conducted interviews as a member of the Bryn Mawr College Corporate Recruiting team
• Certified Six Sigma Green Belt
• Native French speaker, proficient in German, conversational Mandarin
• Lived throughout Europe, Africa and Asia
• Avid scuba diver (Rescue diver), enjoy cooking
RICHARD BRYAN CRAWFORD, CPA
1162 Foxvale Lane, Charlottesville, VA 22902 • (434) 296-1740 • CrawfordR05@darden.virginia.edu
EDUCATION
• Member of Finance Club, Darden Capital Management Club, Darden Private Equity Network
• GMAT: 710
E. CLAIBORNE ROBINS SCHOOL OF BUSINESS Richmond, VA
UNIVERSITY OF RICHMOND
Bachelor of Science in Business Administration in Accounting, May 1998
• President, InterVarsity Christian Fellowship; Co-Founder, Club Baseball; Director, Accounting Society
• Cum Laude, GPA in Major 3.5, Deans List (1995, 1996, 1998)
EXPERIENCE
HARRIS WILLIAMS & COMPANY Richmond, VA
Summer Associate, Investment Banking
• Accepted offer to join Summer Associate Class of 2004
CAPITAL ONE FINANCIAL CORPORATION Glen Allen, VA

Senior Financial Analyst, Credit Review (December 2002 – June 2003)
• Led cross-functional teams of 3-5 financial analysts, statisticians, and compliance experts that reviewed
material credit card product decisions (generally exceeding $100 million NPV and 20 million accounts )
• Analyzed and challenged financial valuations of proposed decisions, evaluating NPV model logic and
mechanics, product pricing and fee structure, and credit loss projections
• Evaluated proposed credit policies, marketing, and mail strategies and reached agreement with senior
management regarding identified weaknesses and recommendations for improvements
• Created credit review reports containing assessments and recommendations for Board discussions
Senior Operations Auditor, Global Audit (November 2000 – December 2002)

• Supervised and performed audit and risk management consulting work to ensure the effectiveness of
processes and controls surrounding the implementation of credit policy
• Created $2 million in purchase price savings on a $50 million acquisition through due diligence work that
included analyzing financial metrics, auditing key accounts, and assessing processes and internal controls
• Led risk assessment sessions and developed risk management plans with executive management
• Managed risk planning for account management redesign initiatives, creating $50 million in incremental
NPV
• Recognized by key internal customers for subject matter expertise in credit card account management
practices, credit policies, and operational risk management
ERNST & YOUNG Richmond, VA

Senior/Staff Auditor, Financial Services Industry Practice (October 1998 – November 2000)
• Supervised teams of staff accountants performing financial statement audits for Fortune 500 clients in the
financial services and transportation industries
• Performed accounting due diligence services for companies in industries of special expertise
• Researched and communicated US GAAP, SEC, and other reporting requirements critical for the
preparation and review of client financial statements
PERSONAL
• Enjoy golf, softball, travel, cars, stock-picking, and hiking in nearby Blue Ridge Mountains
• Member of Association of Certified Public Accountants, Virginia Society of Certified Public Accountants
Katherine Anne Cunningham
127 Ivy Drive #7 • Charlottesville, Virginia 22903 • 404.798.6903
CunninghamK05@darden.virginia.edu
EDUCATION
• Finance Club; Media, Entertainment and Sports Club; Consulting Club; Graduate Women in Business
• Vice President of 2004 Finance Club Conference
• Vice President Public Relations – Christmas in April
• GMAT - 700
WAKE FOREST UNIVERSITY Winston-Salem, NC

Bachelor of Science, Analytical Finance, Class of 2000 – GPA 3.6 - Magna Cum Laude Graduate
• Golden Key National Honor Society; Leadership Excellence Application and Development (LEAD)
• International Business Study Tour, Summer 1999
EXPERIENCE
2000 – 2003 Pershing Yoakley & Associates Knoxville, TN/Atlanta, GA
Senior Healthcare Consultant (July 2002 – July 2003)
Analysis
• Performed profitability analysis for large integrated healthcare delivery system in contemplating
the strategic acquisition of a rural hospital.
• Analyzed regulatory (federal, state, and local) and strategic (patient migration, physician supply,
and patient demand) issues for healthcare systems.
• Determined if potential profitability initiatives met client determined standards outlined in their
strategic plans.
• Created multi-tiered valuation models for the potential merger of two multi-million dollar
physician organizations.
• Analyzed the complex financial issues currently facing the physician market, such as declining
reimbursement, escalating insurance premiums, and increasing labor costs to determine the impact
on organizations.
• Reviewed the strategic impact of a $15 million preferred equity investment on a merger in order to
evaluate the financial impact on the final price.
Project Management and Communication Skills

• Developed presentations given to client executive boards for review and approval.
• Negotiated, on behalf of a client, the proper execution of several health insurance contracts with a
national insurance carrier.
• Conducted client research regarding hospital profitability and the appropriateness of published
benchmark analyses.
• Coordinated company recruiting efforts with Wake Forest University.
• Mentored several staff consultants.
Staff Healthcare Consultant (July 2000 – July 2002)

Analysis
• Coordinated the preparation of extensive financial analyses for a $400 million health system.
• Created operational financial models for both consolidated entities and individual business units.
• Assisted clients with budget preparation and valuation model usage. Models were utilized as
strategic planning tools for potential business initiatives.
__________________________________________________________________________________________________
PERSONAL
• Marathon Finisher, Vancouver International Marathon, May 2001 - Raised over $3,000 for the
Arthritis Foundation Joints in Motion Program. Completed the marathon in 4 hours and 7 minutes.
• Proficiency in French (written and spoken)
ANNA M. DE VERA
140 Ivy Drive, Apt #7, Charlottesville, VA 22903 • (434) 962-9330 • DeveraA05@darden.virginia.edu
__________________________________________________________________________________________
EDUCATION

• Candidate for Masters in Business Administration, May 2005
• Finance Club, Marketing Club, General Management Club, and Real Estate Club.
CORNELL UNIVERSITY Ithaca, NY

• Bachelor of Science, Hotel Administration, May 1999
• Dean’s List; selected as Cornell National Scholar (top 2% of students in entering class).
• Business Manager of Hotelier Yearbook; Teaching Assistant for finance-related courses during 1997-
1999; Supervisor of a student-run dining hall.
__________________________________________________________________________________________
EXPERIENCE
Summer 2004 WALT DISNEY IMAGINEERING Celebration, FL

Summer Intern
• Selected as intern in Real Estate Strategy and Development group of Walt Disney Imagineering.
2001-2003 FAIRMONT HOTELS & RESORTS INC.

owner & operator of 43 luxury hotels; majority owner of Legacy Hotels REIT; operator of 39 Delta Hotels.
Financial Planning Analyst, Office of the Executive VP & CFO Toronto, Canada
• Collaborated with asset management, development, and operations to prepare strategic plans for
Fairmont subsidiaries and Legacy REIT, based on corporate objectives and market trends.
• Re-engineered critical, forward-looking financial reports directed towards senior-level management,
significantly improving information quality and turnaround. Enabled early identification of at-risk
hotels.
• Analyzed single asset and portfolio deals to assess compliance with financial and strategic objectives.
• Conducted due diligence and coordinated closing for signed deals valued at $460 MM.
• Nominated for Corporate Service Plus Award in 2002 for facilitating company-wide fundraising events.
Business Development Analyst San Francisco, CA

• Led the initial due diligence on the Fairmont Dubai, a $200 MM investment, and assisted development
efforts with operations, finance, design/construction, and legal departments until closing.
• Created multi-year pro-formas on potential hotel transactions valued at $2.1 B.
• Initiated significant changes to department’s existing financial models by incorporating market,
operations, and investment analyses. Established departmental process for assessing potential deals.
1999-2001 STARWOOD HOTELS & RESORTS WORLDWIDE INC. White Plains, NY

owner, operator, and franchisor of 748 Westin, Sheraton, Four Points, St. Regis & W Hotels.
Acquisitions & Development Analyst

• Prepared the market analysis component of a successful bid for the management of an in-terminal hotel
at Detroit International Airport, resulting in a 15-year management contract worth $20 MM.
• Developed comprehensive financial models to assess potential hotel acquisitions valued at $200 MM.
• Coordinated the documentation for and due diligence on the successful disposition of a $7 MM hotel.
• Conducted market feasibility studies on and performed site analyses within US hotel markets to
recommend acquisition and development opportunities to senior-level management.
Summer 1998 CREDIT LYONNAIS AMERICAS New York, NY

Intern
• Created analytical models tracking market values of public companies.
• Assessed financial performance of loan clients. Developed a credit database and marketing portfolio.
__________________________________________________________________________________________
PERSONAL
• Avid traveler, outdoor enthusiast, and active volunteer; enjoy cooking and visiting museums.
• Proficient in French and Filipino (Tagalog).
MAURICIO DEL VALLE
delvalleram05@darden.virginia.edu • 2621-D Barracks Road, Charlottesville, VA 22901 • (434) 977.5681
EDUCATION
Darden Graduate School of Business Administration, University of Virginia Charlottesville, VA
• Awarded merit-based Dean’s Scholarship for Latin America
• GMAT: 720
Instituto Tecnológico Autónomo de México (ITAM) Mexico City, Mexico
Masters in Finance, December 2001
Instituto Tecnológico Autónomo de México (ITAM) Mexico City, Mexico
Bachelor of Science, Actuary, December 1997
• Awarded Academic Scholarship
• Elected and served as Vice-President of Actuary Student Council
EXPERIENCE
2004 JPMorganChase New York, NY
• Accepted offer to join Summer Associate Class of 2004 at JPMorganChase.
2000-2003 Deutsche Bank Mexico City, Mexico
Associate, Investment Banking
• Managed due diligence, data room logistics, preparation of offering memorandum, identification of
potential acquirers and submission of bids in several Mergers and Acquisitions (M&A) transactions
in the Consumer and Industrial Sectors. Responsible for their daily on-site execution.
• Involved in the daily execution process of two equity transactions (IPO and Secondary Offering) in
the Consumer and Industrial sectors (US$200 and US$250 million respectively).
• Elected member of committee that managed a US$100,000 budget for non-profit organizations.
• Recruited and trained summer analysts.
Senior Analyst, Investment Banking
• Conducted financial analyses and built over 20 valuation and debt capacity models for companies in
the Consumer, Industrial, Packaging and Petrochemical sectors.
• Developed and consolidated the previously unaccomplished financial model of the US, Peru and
Mexico operations of the world’s third largest mining company.
• Selected to prepare the I-Banking Group’s budget and monthly report of revenues and expenses.
Analyst, Investment Banking
• Prepared proposals for acquisition and debt financing, bond issuances, divestitures and M&A
opportunities for top Mexican Corporations.
• Conducted credit analysis of Mexican blue-chip companies and major multinationals.
• Produced credit proposals and reviews to the internal Credit Committee.
Recent Transaction Experience
• Grupo Desc: sale of Adhesives and Sealants Division to Henkel (2003, Undisclosed amount).
• Grupo Televisa: US$300 million 8 ½ 30-year bond (IFR deal of the year 2002).
• Grupo Desc: US$270 million Syndicated Loan Facility (2002).
1998-2000 Vertix (Derivatives Advisory Boutique) Mexico City, Mexico
Manager of Operations
• Developed hedging strategies to optimize the risk profile of several Mexican mid-size companies
from different industries. Position included relationship management responsibilities.
• Managed clients’ derivatives portfolios. Updated, supervised and adjusted client strategies.
1997-1998 Guy Carpenter (Marsh&McLennan—largest Reinsurance Broker) Mexico City, Mexico
Facultative Reinsurance Executive
• Determined quotes and placed facultative reinsurance in the London and US markets to serve the
requirements of a 15 client portfolio. Oversaw renegotiations and monitored placed risks.
PERSONAL
• Fluent in English and Spanish; basic knowledge of German.
• Successfully completed a triathlon. Enjoy mountain biking and skiing.
SPENCER DICKINSON
Summer Contact Info - Cell: (704) 281-7447 Email: DickinsonS05@darden.virginia.edu
Education Darden Graduate School of Business Administration, University of Virginia.
• Finance Club (President), Outdoor Club (VP of Events), Darden Rowing Club
• Participated in Stockholm School of Economics-sponsored trip to Sweden and Russia
• GMAT 720
Harvard College, Harvard University.

Bachelor of Arts in Economics, Class of 1999
• Concentration in Economics, thesis topic: Bankruptcies in Asian Financial Crisis
• Prefect, taught civics in Boston public schools, heavyweight rower
Experience Deutsche Bank Securities Inc., New York, New York

Summer Associate, Global Corporate Finance, June 2004 – August 2004
Accepted a position to do two five-week investment banking rotations.
Springs Industries, Fort Mill, South Carolina

Financial Analyst, December 2002 – July 2003
Hired to perform financial and operational analysis related to post-acquisition integration.
Erskine Bowles for U.S. Senate, Charlotte/Raleigh, North Carolina

Field Director, June 2002 – Election Day, 2002
Grassroots organization; advance work for media, fundraising, and political events.
Wachovia Securities, Corporate and Investment Banking, Charlotte, North Carolina

Analyst, June 1999 – June 2002
SKILLS
• Extensive experience building and using Excel-based fixed income and valuation models.
• Significant business writing, editing, and review experience including client pitches and
presentations, term sheets, prospectuses, legal documents, and a weekly client newsletter.
SELECTED TRANSACTIONS
• $665 million lead-managed ABS bonds for CarMax Group
• $441 million lead-managed ABS bonds for Isuzu Motors Acceptance Corp.
• $1.5 billion lead-managed lease-backed conduit transaction for Saab Financial Services
• $1.1 billion lead-managed joint lease/loan facility for Isuzu Motors Acceptance Corp.
• $1 billion MBNA Consumer Loan note purchase as sole deal agent
• $2 billion restructuring of AutoNation/ANC Rental Corp. fleet-backed debt, participant
ROLE
• Served on a team of 2-4 analysts responsible for Consumer and Emerging Assets and re-
lated securitization transactions supporting five Vice Presidents and one Managing Director.
• Responsible for Associate role on transactions, including managing deal progress on a day-
to-day basis, coordinating clients, rating agencies, co-managers, lawyers, and sales force.
• Participated in client contact functions including presentation, due diligence, and strategy.
ADDITIONAL
• Mentored and developed up to three junior analysts at a time on multiple projects.
• Led on campus recruiting resulting in 2-4 analyst hires/year as Harvard “School Captain.”
Personal Fluent French (passed Paris Chamber of Commerce and Industry Exam), conversant in Spanish.
Lived in France, traveled extensively in Europe. Enjoy sailing, reading, hiking, golf.
ROBERT N. ELLENBOGEN
101 Ivy Drive, #7 • Charlottesville, VA 22903 • (917) 748-2238 • ellenbogenr05@darden.virginia.edu
EDUCATION
• Member of Finance Club.
DUKE UNIVERSITY Durham, NC
Bachelor of Arts, Economics and Spanish, May 1998
• Theta Chi Fraternity (Treasurer, 1997), Tutor at Lakewood Elementary School, Club Tennis.
EXPERIENCE
Merrill Lynch & Co., Inc.
Summer Associate, Leveraged Finance, New York 2004
• Accepted offer to join Summer Associate Class of 2004 in the Leveraged Finance Group.
Hicks, Muse, Tate & Furst, Inc.
Financial Analyst, New York 2000-2002
• Created detailed financial models to evaluate HMTF’s ability to execute its “buy and build” strategy
through leveraged buyouts and add-on acquisitions. Focused primarily on fragmented and/or
consolidating industries such as media, branded foods and manufacturing.
• Led exhaustive due diligence efforts which included manufacturing plant cost assessments, stand alone
G&A analyses and revenue projections by product line under various operating scenarios.
• Maintained dialogue with various capital markets professionals in order to assess state of debt markets.
• Transaction experience includes:
• Pan American Sports Network (“PSN”): Performed all transaction analysis for the acquisition by
PSN (a sports media company similar to ESPN) of a key competitor, Fox Sports Latin America, for $129
million in cash and stock. Subsequently, worked closely with management to implement a full
operational restructuring of PSN. Assisted CFO in renegotiating contracts with content suppliers and
distributors such as Time Warner and Comcast.
• Pinnacle Foods Corporation (“Pinnacle”): Performed LBO analysis and due diligence in connection
with the potential acquisition of several branded foods companies including Claussen, Specialty Brands
and Burns Philp Vinegar in order to build scale for Pinnacle, a branded foods company that included
Vlasic Pickles, Swanson Frozen Foods and Open Pit Barbecue Sauce.
• Vidrio Formas (“VF”): Managed HMTF’s 69.5% equity interest in VF, a glass bottle manufacturer with
$25 million in sales and $4 million in EBITDA . Responsible for recommendations to HMTF board
representatives with respect to various capital deployment alternatives for the Company, including special
dividends, capital expenditures and a potential recapitalization.
Merrill Lynch & Co., Inc.
Financial Analyst, Financial Institutions Group/FIG M&A, New York 1998-2000
• Performed financial modeling and valuation work for all aspects of client advisory including pro-forma
merger, discounted cash flow and comparable company analyses for financial services firms.
• Transaction experience includes:
• Mizuho Holdings: Performed transaction analysis and assisted with due diligence on fairness opinion to
The Dai-ichi Kangyo Bank, Ltd., The Fuji Bank, Ltd. and The Industrial Bank of Japan, Ltd. in
connection with their completed US$94.3 billion three-way merger of equals.
• HSBC: Performed transaction analysis and assisted with due diligence on fairness opinion to HSBC in
connection with its completed US$9.9 billion acquisition of Republic New York Corporation and Safra
Republic Holdings, S.A.
• AEGON NV: Exclusive advisor to AEGON NV in the sale of its subsidiary, Commonwealth General, a
direct seller of property and casualty (primarily personal automobile) insurance to American Financial
Group, a Cincinnati, OH-based insurance company for US$162 million in cash consideration.
• Grupo Roggio: Exclusive advisor to Grupo Roggio, S.A. in the sale of its subsidiary, Banco Suquia, S.A.,
to Banco Bisel S.A., for US$261 million in cash consideration.
PERSONAL/OTHER
• Travel, skiing, scuba diving.
• New York Cares Volunteer / Jenny A. Clarke Center.
• Fluent in Spanish.
GEORGE WM. ERIKSON, JR.
1764 Webland View, Charlottesville, VA 22901 * Cell: (202) 329-6050 * eriksong05@darden.virginia.edu
EDUCATION
• Finance Club; Helped found Darden Undergraduate Mentors Program
• GMAT: 720
Vanderbilt University Law School Nashville, TN
Juris Doctor, May 1998
• Dean’s List; Business Law Society; Law Related Education Program; Moot Court Competition
University of Virginia Charlottesville, VA
Bachelors of Arts in History, May 1994
• Minor in Economics; Dean’s List
EXPERIENCE
Citigroup Global Markets New York, NY
Summer Associate, Investment Banking Division Summer 2004
• Accepted offer to join 2004 Summer Associate Class.
McGuireWoods LLP Washington, D.C.
Associate – Corporate Services 1998 - 2003
• Executed numerous merger/acquisition transactions ranging in value from $1 million to $2 billion.
• Represented issuers and underwriters in secondary public equity offerings and municipal debt financings.
• Drafted and negotiated merger, asset purchase, buy-sell, shareholder and employment agreements.
• Researched and prepared transactional and annual meeting proxy and registration statements, Securities
Exchange Act compliance materials, stock exchange and NASD listing and compliance materials.
Transaction Highlights Include:
• $2 billion international merger transaction in specialty insurance industry.
• $265 million self-tender offer for preferred securities of real estate investment trust.
• $65 million “going-private” transaction for petroleum products refiner and retailer.
• Underwriter’s counsel in $87 million preferred offering for real estate investment trust.
McGuireWoods LLP McLean, VA
Summer Associate Summer 1997
• Researched and prepared memorandums analyzing commercial litigation and labor & employment issues.
• Prepared for and participated in trial depositions and client interviews.
Washington Council Ernst & Young (then Washington Counsel LLP) Washington, D.C.
Summer Clerk Summer 1996
• Researched and prepared report detailing the efficacy and feasibility of privatizing the U.S. social security
system for future Treasury Assistant Secretary for Tax Policy.
U.S. House of Representatives Republican Conference Washington, D.C.
Intern Summer 1996
• Researched and wrote morning issue briefs and “one-minute” speeches for Republican members.
Food Distributors International (then NAWGA/IFDA) Falls Church, VA
Legislative Intern Jan. – Aug. 1995
• Researched and analyzed legislative and regulatory issues applicable to the food distribution industry.
PERSONAL
• Actively manage financing for family aquaculture business.
• Admitted to practice law in the District of Columbia and the Commonwealth of Virginia since 1999.
• Assisted with organization and management of major political awareness development events at the Republican
National Conventions in San Diego, CA (1996) and Philadelphia, PA (2000).
• Lived and studied in Spain between 2nd and 3rd year in college.
• Interests include politics and U.S. history. Enjoy golf, squash, basketball and skiing.
MICHAEL JOHN FAULKNER
FaulknerM05@darden.virginia.edu • 222 Harvest Drive, Charlottesville, VA 22903 • 434 466 2377
EDUCATION DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION CHARLOTTESVILLE, VA

Candidate for Masters of Business Administration May 2005
• Member of Finance, Darden Capital Management and Rowing Clubs.
• GMAT: 730
UNIVERSITY OF WESTERN AUSTRALIA PERTH, WEST AUSTRALIA

Bachelor of Science with Honours – Double major in Computer Science and Information Tech. March 1994
• Awarded McIntosh Memorial Scholarship for Academic Excellence
EXPERIENCE CITIGROUP GLOBAL MARKETS NEW YORK, NY

Summer, 2004 Summer Associate, Sales and Trading Division
• Accepted offer to join Summer Associate Class of 2004, Citigroup Global Markets
2002 – 2003 FIFTH WEB LIMITED SYDNEY, AUSTRALIA

Senior Project Manager
Fifth Web is a New Zealand based financial software consulting firm.
• Designed a real-time trading system for the recently de-regulated New Zealand energy market.
• Managed relationship with Sydney based client.
1996 – 2001 MERRILL LYNCH INTERNATIONAL LONDON, UK

Project & Line Manager – Debt Operations and Treasury Systems
Systems manager responsible for all Debt Operations and Treasury client server based applications.
Project Management
• Enhanced a deal capture and reconciliation system with real-time SWIFT link from 20 local users to
700 world-wide users. Estimated savings of over $5MM.
• Designed and delivered an Equity trading and matching system into the Merrill Lynch Frankfurt
office allowing trading volume to increase by 20%.
• Designed and implemented interest claims software into debt operations allowing $1MM worth of
claims to be redeemed within the first 6 months of operation.
• Managed daily operations of London debt data-warehouse software. This system held over 8 years
of trades and was used daily for management reporting.
• Identified and managed server upgrades worth $500,000 with no disruption to operations.
• Oversaw quality control for all software and hardware system changes. This included areas classified
as Mission Critical to the daily operations of the bank.
Leadership
• Promoted three times from starting role of Team Leader Treasury Systems.
• Member of European Monetary Union and Y2K steering committees for Debt Operations and
Treasury. Responsibilities included designing Euro dollar conversion routines for Debt legacy
currency instruments.
• Designed and implemented Service Level Agreements for maintenance of systems. These SLA’s
were adopted as the Merrill Lynch London standard.
• Recruited, trained and mentored a team of 10 systems analysts.
• Conducted yearly staff performance and pay review.
1994 – 1995 AUSTRALIAN TECHNOLOGY RESOURCES PERTH, AUSTRALIA

Software Technical Team Leader
ATR is an ISO9001 quality accredited company specialising in software development.
• Lead technical design for a software team responsible for building a Treasury funding system.
• Promoted from starting role of Programmer.
PERSONAL Experienced Traveller (have visited over 50 countries), sailing, rowing, tennis, crosswords, snooker.
Worldvision sponsor of a child in Malawi.
Alyssa M. Franklin, CPA
135 Harvest Drive • Charlottesville, VA 22903 • 434 242 8004 • FranklinA05@darden.virginia.edu
____________________________________________________________________________________________________
EDUCATION
Darden Graduate School of Business Administration, Charlottesville, VA
• Elected Section representative for Student Affairs.
• 2004 VP of Finance Club Conference and member of Graduate Women in Business Club.
• GMAT: 700
Georgetown University Washington, DC

Bachelor of Science in Business Administration, May 1997
• Elected President of Georgetown Rowing Association and Varsity member of Georgetown Crew.
• Awarded Dean’s Citation for Leadership at Georgetown University.
____________________________________________________________________________________________________
EXPERIENCE
Summer JPMorgan Chase New York, NY
2004 Summer Associate, Investment Bank
1997-2003 Ernst & Young LLP McLean, VA

Arthur Andersen LLP (The Vienna, VA audit group was purchased by Ernst & Young in May 2002.)
Manager, Assurance and Advisory Business Services Group
• Prepared, reviewed and analyzed financial statements and footnote disclosures for private and
public clients including a $5 billion Fortune 500 company.
• Facilitated the completion of initial public offerings, secondary offerings, and public debt offerings.
Assisted in completion of major sections of SEC filings including pro forma financial statements,
capitalization and dilution tables, earnings per share calculations and Management’s Discussion
and Analysis and other required disclosures.
• Researched accounting issues and advised management on appropriate accounting solutions.
• Performed business viability analyses based on clients’ current and projected performance and
market conditions.
• Interviewed senior executives, independent counsel and accountants regarding critical business
processes and operations impacting the financial statements.
• Planned, supervised and completed multiple concurrent and recurring international audit
engagements, through management of budgets and coaching of staff, while meeting and exceeding
client and firm expectations.
• Analyzed client fee structure and assisted in proposals, fee discussions and client negotiations.
• Served over 25 clients in the manufacturing, professional services and software industries.
• Largest clients included Danaher Corporation, The Corporate Executive Board and The Advisory
Board Company.
• Consistently promoted and ranked in top tier of class in performance.
Special Leadership Roles
• Conducted training on accounting issues for both employees and clients, including training to 40
new hires at international training facility and training to 50 company CFOs for a $5 billion
multinational corporation.
• Selected to recruit college students for employment through conducting interviews and leading
and participating in presentations for students and professors.
• Appointed to Arthur Andersen Senior Advisory Council to identify concerns of staff and consult
with upper management over those concerns.
____________________________________________________________________________________________________
PERSONAL
• Certified Public Accountant and member of American Institute of Certified Public Accountants.
• Hobbies include international travel, running, fine foods, and volunteering.
JASON H. GABRIEL
2789 Rio Mills Road (434) 962-8765
Earlysville, Virginia 22936 GabrielJ05@darden.virginia.edu
EDUCATION
University of Virginia Charlottesville, Virginia
General Management & Operations Club, Finance Club
Millsaps College Jackson, Mississippi

BBA, Business Administration (Finance Focus, Minor in Computer Science) May 1998
Summa Cum Laude, GPA: 3.9
Awards: Top student in Finance (selected by faculty); Beta Gamma Sigma National Scholarship
(selected by faculty); Else Scholar (academic award), Second Century Scholarship (academic
award)
EXPERIENCE
Dell, Inc. Austin, Texas
Intern, Pricing and Promotions, Public Marketing Summer 2004
Accepted a position to perform pricing and promotions analysis for the Public Marketing division
of Dell.
SKMGI Dallas, Texas
SKMGI is a leveraged buyout (private equity) fund focused on investments in lower middle market
companies.
Associate 2000 – 2003
Project Management
Led a team of accountants, lawyers, and engineers in a three month financial and operational
investigation of an energy company resulting in an investment that was completed.
Re-negotiated the terms of a portfolio company’s subordinated debt, allowing the company to
delay the payoff of principal for one and a half years.
Analysis
Built a highly detailed acquisition model that was utilized by another private equity fund in the
sale of a portfolio company, facilitating the closing of the sale.
Authored detailed memoranda, utilized by internal customers, summarizing the business case for
potential investments. Included investment thesis and risks, transaction structure, relative
valuation, due diligence findings, pro forma financials and operating strategy.
Business Development
Executed three platform company investments, one portfolio company sale, three follow-on
investments, one strategic add-on acquisition and one portfolio company subsidiary divestiture.
RBC Dominion Securities Houston, Texas
Analyst, Investment Banking Energy Group 1999 – 2000
Only junior professional asked to join a startup investment banking office with a group of ten
other ex-Jefferies & Company professionals.
Completed two buy-side merger and acquisition assignments and one equity offering.
Created models, presentations and databases that were utilized as office standards.
Recruited for analysts and interns and hired one analyst and two summer interns.
Jefferies & Company Houston, Texas
Analyst, Investment Banking Energy Group 1998 – 1999
Created all offering materials for a successful $400 million trans-Atlantic sell-side engagement
of a French offshore construction, pipe laying and fabrication company.
PERSONAL
Enjoy playing golf and cooking.
Sayuri Audrey Ganepola
122 Ivy Drive, #5 ● Charlottesville, VA 22903 ● (434) 220-5235 ● GanepolaS05@darden.virginia.edu
EDUCATION
• Elected Section Social Representative.
• Active member in Finance, General Management, and Graduate Women in Business Clubs.
• Volunteer scorekeeper, FIRST Lego League Charlottesville Regional Tournament.
• Participant 2004 Darden Brand Challenge testing luxury cars.
University of Pennsylvania Philadelphia, PA

Bachelor of Arts in Biology, May 2000
• Order of Omega (leadership honor society); Delta Delta Delta Sorority (Music Chair, Social Chair),
Social Planning and Events Committee (Assistant Chair Operations for Spring Fling).
• Summer abroad: Penn in London.
• Columbia University: Summer Sessions 1996, 1997, 2000, and Fall, 2000.
EXPERIENCE
June 2004 Standard and Poor’s New York, NY
Summer Associate, Structured Finance
June 2003 Central Bank of Sri Lanka Colombo, Sri Lanka
Intern, Economic Research Department
• Rotated through Money and Banking, Public Debt, Open Market Operations and International Finance,
and Sector divisions.
• Experience with monetary policy development, exchange rates, and GDP calculation.
2001-2003 Merrill Lynch New York, NY
Financial Advisor, Private Wealth
• Produced $2.736 Million in revenue and managed $309 Million in assets as a team of four financial
advisors to implement financial planning and portfolio management strategies for clients.
• Constructed client portfolio reviews semi-annually through asset class analysis, performance
benchmarking and trend analysis, and developed portfolio rebalancing recommendations.
• Led investment recommendation meetings with clients regularly and monitored client portfolios daily for
research opinion changes and market fluctuations.
• Focused on security and asset based lending as debt/liability coordinator for team to close $13.72 Million
in liabilities for 2002.
• Targeted non-profit segment of prospective clients by identifying leads through investment banking and
existing client referrals and fostering relationships with external industry specialists. Efforts resulted in a
10% increase in assets under management.
• Developed marketing campaigns by working closely with the Center for Philanthropy and Nonprofit
Management, and the Business Financial Services groups at Merrill Lynch.
1997-1999 Institute for Medicine and Engineering Philadelphia, PA
Research Intern
• Conducted research on atherosclerosis, specifically chemokine receptor, CXCR4.
• Presented independent research at FASEB Experimental Biology conference, Washington D.C. (April
1999), in a poster presentation entitled, “The Influence of Extra Cellular Matrix Components on
Expression of Chemokine Reception, CXCR4”.
• Performed statistical analysis to evaluate research findings.
• Utilized laboratory techniques such as Northern and Western Analysis, immunocytochemistry, P35
radioactive labeling, microscope analysis and bovine endothelial cell culture to acquire project data.
PERSONAL
• Chairman 2003 Friends Committee Annual Spring Fundraiser, American Cancer Society, New York, NY.
• Proficient in French.
• Licensed NASD Series 7 and 66, New York State Life, Accident and Health Insurance.
KEDAR GANGOPADHYAY
142 Ivy Drive #3 • Charlottesville, VA 22903 • (434) 220-5333 • (917) 716-3701 • GangopadhyK05@darden.virginia.edu
EDUCATION
Managing Editor, Cold Call Chronicle
Walter V. Shipley Ethics Case Competition: 2nd place
Member of Finance Club, Darden Outreach, Black Business Student’s Forum and
International Business Society
THE GEORGE WASHINGTON UNIVERSITY Washington, DC

Bachelor of Science in Economics, Cum Laude, May 1998
Minor in Statistics
Elected chairperson for Multicultural Affairs, GW Program Board
EXPERIENCE
Summer 2004 UBS INVESTMENT BANK New York, NY
Summer Associate
Group placement TBD on May 14th
Accepted offer to join Global Associate Class of 2004.
1999-2003 ABN AMRO INCORPORATED New York, NY

Formerly ING Baring Furman Selz LLC
Associate (2001-2003), Analyst (1999-2001)
Mergers & Acquisitions, Industrial Manufacturing & Technologies Group
Involved in a broad range of investment banking transactions: buy and sell-side advisory, private
placement, equity and equity-linked offerings, debt restructuring and fairness opinions.
Performed extensive financial modeling: leveraged buyout, accretion/dilution, discounted cash flow,
comparable equity trading, comparable precedent transaction and specialized scenario modeling.
Managed three analysts and coordinated their staffing requirements on a weekly basis.
Transaction experience
Executed over eleven transactions for mid-market general industrial companies: selling document
preparation, due diligence and public document drafting.
Representative assignments include: $100 MM industrial technologies company (buy-side), $55 MM
machine tool company (buy-side), $40 MM printing plate manufacturer (sell-side), $150 MM flow
control manufacturer (follow-on equity), $140 MM aerospace company (senior credit facility).
1998-1999 FIRST UNION CAPITAL MARKETS CORPORATION Charlotte, NC

Analyst
Defense, Aerospace & Technical Services Group
Researched and identified potential financial and strategic buyers for defense and aerospace
acquisition targets.
Conducted company and in-depth industry research and participated in alignment
presentations to senior management teams.
Provided origination and execution for investment banking products and services, including
preparation of marketing materials and assistance with due diligence.
Evaluated possible merger and acquisition scenarios using leveraged buyout models in order
to assess feasibility of potential transactions and determine financing alternatives.
PERSONAL
Founder and Board member of performing arts group NYMVAE (New York
Metro Vocal Arts Ensemble)
Translator for Federal Emergency Management Agency (FEMA) post September
11th.
MANUEL GARCIA-DIEZ
142 IVY DRIVE APT. 1 – CHARLOTTESVILLE, VA. – 22903 – PHONE: (434) 220 5372
EMAIL: GarciaDiezM05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION CHARLOTTESVILLE, VA
• Recipient of the Dean’s Scholarship for Latin America (Merit Based)
• Member of Finance Club, International Club, LASA and European Club
• GMAT: 720
INSTITUTO TECNOLOGICO DE BUENOS AIRES BUENOS AIRES, ARGENTINA

Degree in Industrial Engineering, December 2000
• Teaching Assistant for Investment Appraisal Course
EXPERIENCE
2004 MORGAN STANLEY – INVESTMENT BANK NEW YORK, NY
SUMMER ASSOCIATE
• Accepted offer to join summer associate class of 2004
2002-2003 CITIGROUP – CORPORATE AND INVESTMENT BANK BUENOS AIRES, ARGENTINA

SENIOR ANALYST – MEDIA AND TELECOM INDUSTRY
• Wrote individual company evaluations and analyses of major media and telecom players in
Argentina, considering financial credit worthiness, and providing debt rating models, liquidation
analysis, and risk mitigation advisory. Formulated forecasts under volatile foreign exchange and
interest rate outlook.
• Developed financial model of Argentine utilities sector, considering historical economic data and
trends, to assess impact of currency devaluation in each individual sector.
• Involved in $3.2 billion debt restructuring of country’s largest telecommunications company.
Represented Citigroup as co-leader of the Creditors’ Steering Committee. Performed cash flow
and comparable analyses, focusing on sustainable debt levels and optimal capital structures.
• Co-led local newspaper’s $100 million debt restructuring, coaching group’s junior analyst through
restructuring process.
2001 MANAGEMENT ASSOCIATE – STRUCTURED FINANCE BUENOS AIRES, ARGENTINA
• Joined Citigroup’s Management Associate rotational program. Selected from among 4,000
potential candidates. First in class of four to be promoted and assigned to a business unit.
• Provided financial advisory services to clients on valuations and high yield debt financing.
• Performed discounted cash flow and comparable acquisition analyses, due diligence and written
memoranda.
• Devised credit enhancement structures for high yield debt financings.
TRANSACTION EXPERIENCE
• Argentine Government: Lead Arranger - $500 million high yield floating rate note facility.
• Banco Santander Rio de la Plata: Lead Arranger - $50 million high yield floating rate note facility.
• AMSA (Aetna): Sell-side M&A advisory for local Aetna subsidiary.
2000 TECHINT GROUP BUENOS AIRES, ARGENTINA

ANALYST – INTERNATIONAL TRADE
• Served as liaison and internal negotiator between sales and manufacturing divisions on export
operations related to flat steel products. In charge of commercial order placement, obtaining credit
approval, product transfer, and goods shipment.
• Led and implemented project to maximize shipment efficiency from a cost and time perspective,
considering loading rates, shipping costs, and product lead times.
PERSONAL
• Languages: fluent in Portuguese, Spanish, and English
• Sports: member of Darden soccer team, squash and golf
TRAVIS S. GARDNER
2404 Angus Road • Charlottesville, Virginia 22901 • (434) 466-8975 • GardnerT05@darden.virginia.edu
EDUCATION
• Raven Society, one of three first-year students elected to the honor society of the University of Virginia
• Elected Vice President of Raven Council, governing body of the Raven Society.
• Frank E. Genovese Fellow, full tuition merit-based scholarship.
• VP Real Estate Club, VP EVC Club, President Outdoor Club.
• GMAT: 760, 99th percentile.
Dartmouth College Hanover, NH
Bachelor of Arts in History, Cum Laude, June 1999
• Varsity Crew; Eastern Sprint Championships - gold medal winner 1996, bronze medal winner 1997.
• College Judicial Committee, one of three elected student members.
• Dartmouth Alumni of Kentucky, Board Member, 2001-2003.
Banc of America Securities LLC Charlotte, NC
Summer Associate, Corporate & Investment Banking Summer 2004
• Accepted offer to join the Real Estate Investment Banking Group.
Kemper Warranty Services Louisville, KY

$50M division of Kemper Insurance, spun out as Service Net Solutions in August 2003
General Manager, Strategic Development 2001-2003
• Responsible for strategic growth division, focused on leveraging technology to grow client base, developing
new revenue channels, and improving operational efficiency.
• Negotiated joint venture transaction with strategic client from pitch, to asset valuations, to term sheet.
• Performed due diligence on new product and channel opportunities, advised President and CFO.
• Created and presented financial analysis, including discounted cash flow analysis, that led to a reorganization
and shift in corporate strategy.
• Conducted financial valuation of new client opportunities used to determine resource allocation and pricing.
• Presented integration proposals to major prospective clients resulting in sales contracts with Dell and Sony.
• Led integration team to launch eCommerce product with beta client, surpassing client expectations and
beating internal pro-forma contribution targets by over 200%.
GEN3 Partners Boston, MA

An Accel Partners portfolio company working with Fortune 500 clients to identify, define, and launch independent,
investable business ventures
Senior Associate 1999-2001
• Defined, evaluated, and valued all aspects of spin-off investment opportunities for Fortune 500 clients.
• Completed two of twenty transactions, including a $5MM funding agreement from Dell Computer and
$20MM from Williams Communication Group.
• Responsible for developing key client relationships instrumental in achieving successful project completion.
• Performed due diligence on related companies, including valuation and strategic analysis, in order to make
recommendations for acquisitions and partnerships.
• Presented technical feasibility, competitive, and financial analysis to board level audiences as part of funding
pitches.
REAL ESTATE EXPERIENCE

Development, 1992-2003 Richmond, VA
• Ten years experience in family real estate business, including residential and commercial properties.
• Performed financial analysis to evaluate investment opportunities and assist in investment vetting process.
• Managed site projects, including direct employees and subcontractors.
• Founded roofing business, responsible for all aspects of deal development and execution.
PERSONAL INTERESTS AND OTHER ACTIVITIES

• Developed marketing plan for Darden’s first annual, 3-day executive seminar in private equity.
• Mountain biking, live music, and out-of-the-way restaurants.
Chris A. Gault, C.P.A.
138 Harvest Drive • Charlottesville, Virginia 22903 • (917) 622-0779 • gaultc05@darden.virginia.edu
EDUCATION
• Member of General Management and Finance clubs
• GMAT: 710
Virginia Polytechnic and State University, Pamplin College of Business Blacksburg, VA

Bachelor of Science, Accounting, May 1997
• Vice-President Pledging, Beta Alpha Psi, Accounting Fraternity
EXPERIENCE
Summer, 2004 Lehman Brothers New York, NY
Summer Associate, Investment Banking Division
2001 - 2003 Goldman Sachs New York, NY

Senior Analyst, Associate
• Reconciled daily trading Profit and Loss (P&L) for crude oil and refined products trading portfolios
(absolute value of positions over $1 billion).
• Maintained daily relationship with 8 traders on oil trading desk. Monitored and gained
understanding of significant new trades, daily P&L, and changes in risk position.
• Coordinated and managed the daily management reporting for entire Commodities group (over $250
million in annual P&L).
• Authored weekly communication to trading management and Controllers group analyzing the P&L,
effects of significant market events, and risk positions of entire Commodities desk.
• Performed monthly price verification procedures for crude oil trading positions. Required
coordinating with industry brokers and review with responsible traders.
1997 - 2001 KPMG LLP, Washington, DC/Northern Virginia, New York, NY

Intern, Assistant, Staff, and Senior Accountant
• Served as the lead accountant for manufacturing, shipping, retail, consumer goods, airline, and
government contracting clients ranging from $250 million to $1.5 billion in annual revenues.
• Planned and conducted financial statement audits for domestic and international clients:
o Analyzed client’s strategies, business risks, and business processes.
o Supervised day-to-day audit activities at client, including managing and reviewing the work
performed by junior accountants .
o Assessed risk and evaluated effectiveness of client’s internal control systems.
o Ensured statements were in compliance with Generally Accepted Accounting Principles.
o Tracked and monitored budget performance for each engagement.
• Led audit of healthcare and consumer goods segment financial statements to be used by potential
acquirers of SEC client.
• Reviewed SEC 10K and 10Q filings including both financial statements and related disclosures and
advised clients on various Accounting Pronouncements.
Mentoring/Recruiting Duties
• Member of mentor program that helped new hires become acquainted with firm.
• ‘Intern Buddy’ for 2 summer interns ’98-’00. Helped interns set goals and monitored their progress
throughout their internship.
• Recruiting representative for Virginia Tech. Attended recruiting visits to campus and attended local
recruiting events.
PERSONAL
• Extensive international travel to 14 countries and 4 continents.
• Enjoy traveling, reading (non-fiction), and exercise in free time.
Joshua M. Gilbert
300 Riverbend Dr. Apt. 3D, Charlottesville, VA 22911 · 434-295-6730 · GilbertJ05@darden.virginia.edu
EDUCATION
• Member of the General Management and Operations Club, Finance Club, Consulting Club
University of Richmond Richmond, VA
Bachelor of Science in Business Administration, Concentration in Finance, May 1999
• Magna Cum Laude, GPA: 3.66 (4.0 in Finance)
• Awarded University of Richmond Scholarship for outstanding academic achievement
EXPERIENCE
Summer 2004 United Technologies Corporation Hartford, CT
Summer Associate – Pratt & Whitney
Accepted Summer Associate position in Pratt & Whitney’s commercial jet engine business.
2001-2003 Trenchant Solutions, LLC Arlington, VA

Trenchant Solutions, LLC is a start-up technology and management consulting firm that serves a wide variety of private
and public sector clients.
Founding Member and Senior Consultant
Project Management Experience
• Managed a six-person team in implementing and enhancing a complex credit card decision processing system for a
leading financial services firm. The effort produced a 25% improvement in decision accuracy.
• Developed a long-term Information Technology strategy for an engineering and construction management firm which
was successfully presented to senior leadership for approval.
• Facilitated cross-functional working group discussions centered on identifying business problems and creating
feasible solutions.
• Defined and analyzed detailed technical requirements which led to the successful completion of two technology
implementation projects.
Business Development Experience
• Founded the company branch office in the Washington, DC area which grew to a staff of five consultants focusing
primarily on federal and local government clients.
• Initiated and participated in sales calls resulting in $400K of incremental revenue.
• Established key business contacts for the start-up company by developing a key strategic alliance and by drafting
project proposals.
• Directed the company’s undergraduate recruiting efforts in 2001 resulting in the hire of six Associate Consultants.
1999-2001 American Management Systems, Inc. Fairfax, VA

AMS is a business and IT consulting firm servicing the government, financial services, and communications industries
around the world.
Business Analyst, Industrial Consulting Services Group
• Led a three-person team responsible for data transformation on a data warehousing project for the U.S. Army. The
data warehouse was over 30 gigabytes in size and contained 30 official data sources.
• Served as the client liaison between Army officers and system developers throughout a 3-month implementation of a
new database platform.
• Organized and conducted all client training on several data query tools for a user base in excess of 300 people.
• Coordinated the activities of a five-person End User Support Team to ensure that all client data requests were met
within 24 hours.
1997-1998 AT&T Basking Ridge, NJ

Intern, Corporate Controller’s Office
• Generated Key Indicators Report to assist in forecasting the Business Markets Division’s monthly expense outlook.
• Developed an organizational process flow depicting key responsibilities in the monthly book closing process.
• Produced a variety of financial reports utilized by senior management in tracking G&A expense reductions.
• Streamlined the department’s results collection process by creating an Excel macro-interface with the general ledger.
PERSONAL
• Security Clearance: Secret, Department of Defense
• Interests include golf, white-water rafting, and history
John B. Griffin
52C Barclay Place Court • Charlottesville, VA 22901 • (434) 227-0218 • griffinj05@darden.virginia.edu
Education DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION CHARLOTTESVILLE, VA

Vice President Career Services, Darden Finance Club
Member: Finance Club, General Management Club, Outdoors Club
Section Career Development Representative; Section QA Review
GMAT: 760
VANDERBILT UNIVERSITY NASHVILLE, TN

Bachelor of Engineering, Double Major: Chemical Engineering and Mathematics, May 1999
Honors: Cum Laude (GPA: 3.25+), Dean’s List – 5 semesters
Activities: Vanderbilt Television, Intramural Sports, Student Newspaper
Experience CITIGROUP GLOBAL MARKETS NEW YORK, NY

Summer, 2004 Summer Associate, Investment Banking Division
Accepted offer to join Summer Associate Class of 2004 at Citigroup Global Markets
RELIANT RESOURCES HOUSTON, TX

2002-2003 Senior Business Analyst; Analyst – Market Based Structuring
Created a complex quantitative pricing model which forecasted certain market based power
prices and helped Reliant manage financial commodity risks associated with its Northeast
presence
Structured millions of dollars in energy transactions in the New Jersey electricity market
UBS WARBURG HOUSTON, TX

2001-2002 Analyst – Global Energy Investment Banking
Developed and analyzed financial models to help clients evaluate the effects of equity offerings,
debt offerings, and mergers and acquisitions
Gained experience in many aspects of investment banking, including client relationships, deal
coordination, and transaction execution
SELECTED TRANSACTION EXPERIENCE
UBS Warburg’s acquisition of Enron’s North American Gas & Power Trading Business
Kaneb Pipeline Partners’ $53 million equity offering
JP MORGAN SECURITIES HOUSTON, TX/NEW YORK, NY
2000-2001 Analyst – Global Energy Investment Banking
Received significant client exposure in the Houston and Calgary offices
Completed intense two-month investment banking training program
SELECTED TRANSACTION EXPERIENCE
Smith International’s $250 million bond offering (February, 2001)
Southern California Edison’s $550 million sale of its interest in the Palo Verde Nuclear
Generating Station
RELIANT ENERGY HOUSTON, TX
1999-2000 Analyst – Planning & Development (Retail)
Analyzed and developed a model to evaluate retail electricity competition with McKinsey & Co.
Summer SPIRIT ENERGY 76 (Unocal Subsidiary) SUGARLAND, TX
1997 Reservoir Engineering Assistant. Conducted computer modeling to optimize flow of oil wells
Summers SPERRY-SUN (Halliburton subsidiary; formerly Dresser Industries) HOUSTON, TX

1995, 1996 Intern: Safety. Designed an emergency response plan for domestic manufacturing facilities
Intern: R&D. Conducted technical research for the design of offshore drilling equipment
Personal Running, travel, outdoors, movies, reading, energy markets, and capital markets
Advised private equity firm in the evaluation of various energy assets as independent contractor
Matthew A. Hasson
138 Harvest Dr. • Charlottesville, VA 22903 • (917) 273-2056 • HassonM05@Darden.Virginia.edu
EDUCATION
¾ Member of the Private Equity Network, and the Finance, General Management, and Business and
Technology Clubs.
¾ Elected Section E Social Representative and serve on Darden’s Social Committee.
THE WHARTON SCHOOL Philadelphia, PA
University of Pennsylvania
Bachelor of Science in Economics, cum laude, with Concentration in Finance, May 1999
¾ Cumulative GPA: 3.5. Finance GPA: 3.8.
¾ Elected Social Chairman and Pledge Educator for Sigma Alpha Mu Fraternity; Interned with the
Steinhardt Jewish Heritage Program and participated in the West Philadelphia Tutoring Project.
EXPERIENCE
Summer GENERAL MOTORS TREASURY OFFICE New York, NY
2004 Senior Financial Analyst
¾ Accepted summer offer.
2001-2003 TD CAPITAL COMMUNICATIONS PARTNERS New York, NY
$500 million captive investment fund of Toronto Dominion Bank Financial Group.
Analyst
Leadership and Management Experience
¾ Created and presented screening and investment memoranda that communicated investment merits/risks
and mitigating factors, financial and operating projections, targeted rates of return, and exit strategies.
¾ Led research initiative that identified future trends in the wireless communications industry, resulting in
an improved overall strategy for investing within this sector.
¾ Managed internal review process used by senior partners to assess the current performance of individual
portfolio investments.
Analytical and Transaction Experience
¾ Evaluated new business opportunities and key trends in the wireless, cable, and magazine and directory
publishing industries through market, competitive, and unit economic analyses.
¾ Developed investment strategies and analyzed potential investments based on company strategy,
competitive positioning, financial performance, and management expertise.
¾ Created proprietary financial models for two publicly traded portfolio companies used for valuation and
internal monitoring.
¾ Executed $20 million minority investment in QwestDex Media, Inc., the $7 billion leveraged buyout of
Qwest Communications’ directory publishing business.
¾ Managed successful exit of TD Capital’s $25 million position in a regional AT&T Wireless affiliate.
1999-2001 BEAR, STEARNS & CO. INC. New York, NY
Analyst, Global Communications Investment Banking
Leadership and Management Experience
¾ Coordinated deal team efforts in due diligence, internal committee processes, document drafting, and
roadshow planning and execution.
¾ Interacted closely with client senior management during capital markets and merger transactions.
¾ Trained incoming analysts in accounting fundamentals and valuation techniques.
¾ Created and delivered detailed marketing presentations to existing and prospective clients on financing
and strategic alternatives.
Analytical and Transaction Experience
¾ Conducted extensive valuation, comparable company, and merger analyses for a variety of client
companies and prospects.
¾ Executed five transactions across multiple sectors of the telecommunications industry totalling more than
$1.6 billion. Transactions included two lead-managed equity offerings, two M&A advisory transactions,
and one senior lending transaction.
PERSONAL
¾ Proficient in Spanish; Studied abroad at Universidad Pontificia Comillas (ICADE) in Madrid.
¾ Avid guitar player and music fan; Enjoy variety of sports including skiing, golf, tennis, and basketball.
CHARLES G. HILL, CFA
(703) 867-2795 ♦ HillC05@darden.virginia.edu
EDUCATION
• Darden Capital Management - Portfolio Manager, Monticello Fund – Manage approximately $1,000,000 in
endowments invested in public equity and debt markets
• Member of Finance Club
GEORGETOWN UNIVERSITY Washington, D.C.

Bachelor of Science in Business Administration, May 1997
• Double Major: Finance and International Business
EXPERIENCE
MERRILL LYNCH New York, NY
Summer Associate, Equity-Linked Capital Markets, June 2004 – August 2004
Accepted offer to join Summer Associate Class of 2004 at Merrill Lynch Global Markets and Investment Banking
FREDDIE MAC McLean, VA

Independent Consultant, March 2003 – July 2003
Developed a Microsoft Excel based model that revised the amortization of premiums and discounts applied to fixed
income securities held in Freddie Mac’s $600 billion portfolio.
BEARINGPOINT (FORMERLY KPMG CONSULTING) McLean, VA & Washington, D.C.

Senior Consultant, July 2000 – March 2003
Consultant, August 1997 – June 2000
Financial Transaction Advisory Services and Asset Valuation

• Managed the monthly valuation of a pension fund portfolio consisting of over $1 billion of multifamily Mortgage-
Backed Securities (MBS).
• Provided sell-side advisory services for whole-loan and servicing right transactions exceeding $3 billion in value.
• Employed a modified version of the Black Scholes option pricing model to value warrants provided by airlines in
exchange for U.S. Government loan guarantees.
• Valued billion dollar loan portfolios for whole-loan sale and securitization scenarios.
Credit Risk Management

• Created and managed various Microsoft Excel based cash flow models that used S&P and Fitch credit ratings,
among other inputs, to quantify the credit risk associated with a number of Federal loan guarantee programs.
• Conducted country, industry, and company specific credit and sovereign risk analyses for an international
organization exploring investment opportunities in a number of small international utility companies.
Financial Modeling and Statistical Analysis

• Developed and managed an analytical model used to assess and score the financial performance of Public Housing
Authorities.
• Assisted in the development of a Microsoft Excel based Asset-Backed Security (ABS) model used to value
securities backed by loan portfolios.
• Conducted statistical testing of the predictive qualities of various financial ratios using sampling and regression
analysis techniques.
PERSONAL
• Lived on five continents, and authorized to work in the United States and the European Union.
• Interests include golf, international travel, and the financial markets.
SANTIAGO IRURITA
2669 Barracks Rd.•Apt. 1 Charlottesville, VA 22901 • (434) 296 9673 • iruritas05@darden.virginia.edu
EDUCATION
• Elected Section’s Career Development Representative (60 students)
• GMAT: 710
INSTITUTO TECNOLÓGICO AUTÓNOMO DE MÉXICO (ITAM) Mexico City, Mexico
Attorney-at-law, May 2001
• Mexican Bar Association
• Assistant Professor of Antitrust Law at ITAM
INDUSTRIE UND HANDELSKAMMER RHEIN NECKAR Mannheim, Germany
Degree in Business Management, February 1996
EXPERIENCE
2004 A.T. KEARNEY Mexico City, Mexico
Summer Associate
• Accepted an offer to join the Summer Associate program
1998-2003 VON WOBESER Y SIERRA, S.C. Mexico City, Mexico
Associate Attorney, Legal Assistant
Used a combination of legal and accounting skills to counsel Mexican and foreign corporations in:
MERGERS AND ACQUISITIONS
• Authored and implemented legal strategy for the sale of two companies with value of $30 million in the
automotive and telecommunications industries respectively.
• Negotiated and executed several real estate transactions with average considerations of $2 million in
representation of foreign companies opening or closing facilities in Mexico.
• Conducted legal strategy to obtain clearance from antitrust and regulatory authorities in numerous
controversial mergers. Effectively lobbied and persuaded government officials to clear the transactions.
• Actively participated in the design and implementation of legal strategy for several mergers and
acquisitions of companies, in transactions ranging from $100 million to $1.9 billion, across different
industries, including the food & beverages, chemicals, and telecommunications.
FINANCIAL AND ANTITRUST LITIGATION
• Successfully defended Mexico’s five largest gas distribution companies from price-fixing accusations
raised by the antitrust authorities.
• Assisted the ICC panel arbitrating a dispute between Panamanian, Italian and Mexican investors over
Cuban telecommunications assets. Drafted a substantial part of the final award of $500 million.
• Actively participated in the defense team which obtained a favorable award from the ICC panel
arbitrating a dispute over the exercise price of warrants for stock of Mexico’s largest brewery.
DUE DILIGENCE
• Performed substantial legal due diligence for foreign companies considering transactions in Mexico.
• Prepared numerous opinions on legal standing of Mexican companies, detailing corporate ownership,
environmental, real estate and regulatory status, as well as interest transferability and regulatory locks.
1996-1997 KLÜBER LUBRICATION MÜNCHEN KG Mexico City, Mexico, and Munich, Germany
Assistant Accountant
• Coordinated, monitored and reported status of payments and collections.
• Led semiannual inventories teams. Reported results to the company’s board of directors.
1993-1995 FREUDENBERG & CO. Weinheim, Germany
Business Trainee
• Rotational training with the Freudenberg Group through its Controlling, Finance, Accounting,
Production, Sales and Marketing departments. Calculated currency cash-pools, closed product sales,
researched markets, processed payments and collections, planned production schedules. Prepared
reports on every department for the company’s executives.
PERSONAL
Languages: Spanish, German, English.
Interests: Play percussion instruments (recorded and sold out CD in Germany). Long distance running.
Tyler Jayroe
211 Surrey Rd., Charlottesville, VA 22901▪ 434-295-2790 ▪ JayroeT05@darden.virginia.edu
EDUCATION
Darden Graduation School of Business Administration Charlottesville, VA
• Fund Manager, Darden Capital Management
o One of 12 individuals selected to manage over $2 million of the school’s endowment
• Finance Club
• GMAT: 710
Vanderbilt University Nashville, TN

Bachelor of Arts in History, May 1998
• GPA: 3.68, Magna Cum Laude, Phi Beta Kappa
• National Merit Finalist and scholarship winner
EXPERIENCE
Summer, 2004 J.P. Morgan Fleming Asset Management Inc. New York, NY
Summer Associate, Private Equity
2000-2003 Aon Consulting Somerset, NJ

Executive Compensation Consultant
• Developed extensive experience with Black-Scholes and Binomial models as well as stock
option accounting treatment. Co-created a new approach to valuing employee stock options
for corporate financial reporting that lowered annual stock option expense for a leading
provider of mortgage insurance by $4 million.
• Performed discounted cash flow and comparable company analyses to help clients decide
which form of equity compensation to issue (stock options, restricted stock, or performance
units/shares) based on prospects for future share price appreciation.
• Evaluated sales forecasting methodology and compensation design as part of expert witness
documentation in a product licensing infringement lawsuit between two pharmaceutical firms.
Favorable outcome resulted in preservation of $4 billion annual revenue stream for client.
• Conducted over 200 high level job evaluation assessments as part of organization-wide
restructuring project for a large telecommunications provider. Analysis utilized to make
staffing decisions for major organization-wide restructuring project.
• Represented firm to clients on a regular basis, helping them link compensation strategy to
business objectives. Developed relationship management skills and functional knowledge
across multiple industries.
1998-2000 Actuarial Sciences Associates, Inc. (ASA) Somerset, NJ

Human Resources Associate
• Created and published monthly ASA CEO Newsletter. Publication provided company-wide
forum for sharing information and reinforcing corporate values.
• Administered over $2 million in corporate travel and entertainment expenses.
• Led a team of five attorneys and subject matter experts to produce Summary Plan Description
documents for company’s health, welfare and retirement plans.
• Chaired ASA Community Scholars Committee, which awarded $20,000 to college students.
PERSONAL
• Conversant in Spanish; recreational basketball player and golfer
Nathaniel (Nate) Jones, CPA
844 Catalda Ct • Charlottesville, VA 22903 • (434) 977-5754 • jonesN05@darden.virginia.edu
EDUCATION
• JPMorgan Chase Fellow; Consortium for Graduate Study in Management Fellow
• Member of the Finance Club and General Management Club
• Volunteer with the Venable Elementary School weekly tutoring program
North Carolina Agricultural and Technical State University Greensboro, NC

Bachelor of Science in Accounting, Summa Cum Laude, May 1998
• Dean’s List (1994-1998); Chancellor’s Scholar; AICPA Scholarship Recipient
• Commencement Speaker for the May 1998 Graduating Accounting Class
EXPERIENCE
Summer 04 JPMorgan Chase New York, NY
• Accepted offer to join the Summer Associate Class of 2004.
2002 - 2003 Bank of America Charlotte, NC

Financial Analyst, Risk Finance
• Served as business unit controller for the commercial special assets group, which is
responsible for loan restructurings and workouts for approximately $5B of assets.
• Assisted with improving operational efficiencies through Six Sigma implementation
resulting in annual savings of $3MM.
• Initiated and coordinated a telecommunication expense reduction project by identifying
non-core assets resulting in $150M annual savings.
• Partnered with business unit executives to formulate cost reduction strategies for the
special assets business model.
• Led an initiative to implement a 360-degree feedback process used to improve internal
communication and performance.
• Identified and eliminated non-essential support activities through productivity enhancement
analyses resulting in a 10% work capacity increase.
2000 - 2002 Deloitte & Touche, LLP Charlotte, NC
Senior Associate, Assurance and Advisory Services
• Performed financial reporting analyses for Securities and Exchange Commission filings for
clients whose revenues ranged between $20MM and $600MM. Generated annual fees in
excess of $700M.
• Managed multi-functional teams of up to eight associates including audit, tax and
computer assurance professionals.
• Conducted due diligence work associated with debt offerings, acquisitions, and initial
public offerings.
• Taught annual continuing education sessions for new and experienced professionals.
1998 - 2000 Staff Associate, Assurance & Advisory Services Charlotte, NC
• Analyzed financial information utilizing statistical sampling methods and various
benchmarking techniques.
• Coordinated internal control review projects; analyzed the effectiveness of existing controls
and assisted clients with enhancing ineffective controls.
PERSONAL
• Interests include mentoring youth and participating in sports competitions.
David M. Khtikian
109 Harvest Drive • Charlottesville, VA 22903 • (434) 296-9499 • KhtikianD05@Darden.Virginia.edu
EDUCATION:
• Darden Capital Management, General Secretary/President
o Appointed co-manager for approximately $1,000,000 of Darden’s endowment invested in
public equity and debt markets
• Finance Club, Marketing Club
• GMAT: 710
TUFTS UNIVERSITY Medford, MA
Bachelor of Science in Mechanical Engineering, May 1998
• GPA: 3.51, Magna Cum Laude, Dean’s list all semesters,
• Tau Beta Pi National Honor Society
• Zeta Psi International Fraternity of North America, President, Vice President, Philanthropy
EXPERIENCE:
BLOOMBERG, LP New York, NY
Sales Department 2001 - 2003
Sales Representative, April 2001 – May 2003
• Managed over 150 accounts (500+ terminals) and increased sales to these accounts by 10% per year.
• Generated in excess of $1.5 million in new business for the firm through various sales initiatives
including the creation of cost reduction initiative model.
• Worked with money managers, hedge funds, broker-dealers and insurance companies to fully integrate
the Professional Service into their business through customization and continuous training.
• Assisted in the building and maintaining of client’s proprietary models (DCF, buy-sell indicators,
fundamental structure) through an assessment of their investment methodologies and information needs.
• Responsible for direction, guidance, and growth of Account Support Representatives.
• Earned early promotion in August 2001.
NAVIGANT CONSULTING Boston, MA
Formerly Peterson Consulting (Unit of Navigant Consulting) 1999 - 2001
Senior Consultant, July 2000 – March 2001
Associate Consultant, March 1999 – July 2000
Financial Analysis
• Developed and maintained cash flow projection and bankruptcy model for $300M health care company.
• Performed detailed analyses of audit work papers and internal financial statements to develop and support
assumptions in cash flow and bankruptcy models.
• Developed model to value future energy prices and assisted in development of trial strategy for a
theft of trade secret litigation case (Siemens Westinghouse Power Company).
• Created revenue projection model for the purposes of establishing a royalty base for a patent infringement
case in the airline industry (Hamilton Sundstrand).
Quantitative Analysis
• Independently developed an actual schedule of contractor’s events used to determine project delay and
cost overruns for the Connecticut Department of Transportation.
• Analyzed strategic contract decisions and marketing goals for companies and industries..
Client Management and Interaction
• Maintained communication with clients to update project progress and ensure quality of work product.
• Conducted on-site client interviews to gain additional information and clarification of internal documents.
PERSONAL AND COMMUNITY:

• The Burden Center for the Aging, TELEFRIEND Volunteer, March 2002 – May 2003
• Street Project at Mott Hall, Volunteer Teacher, February 2002 – May 2003
• Cambridge Youth Soccer, Coach, 1999 – 2001
• 1998 American Society of Mechanical Engineers Student Design Contest – Northeast Regional Champion
• Other interests include traveling, golf, basketball, skiing, movies, and music
D A V I D J. K I M
767 Queens Court ▪ Charlottesville, VA 22901 ▪ 434.409.2502 (cell) ▪ KimD05@darden.virginia.edu
EDUCATION
Candidate for Master of Business Administration May 2005
Finance Club and Darden Capital Management.
Harvard University Cambridge, MA
Bachelor of Arts in History, June 1996
President of the Korean Students Association.
Music Director of the Krokodiloes, Harvard’s premiere a cappella group; $130,000 in annual revenues.
EXPERIENCE
Lehman Brothers – Sales and Trading Division New York, NY
Summer Associate Summer 2004
Accepted offer to join Lehman Brothers’ 2004 summer associate class for Sales and Trading.
Citigate Markowitz & McNaughton Reston, VA
Senior Associate 2000 – 2003
Provided strategic intelligence and consulting advice to Fortune 500 companies and private equity firms.
Offered strategic options to clients by defining market size and segments, identifying customer needs and
perceptions, and assessing competitors. Interviewed senior executives to identify relevant trends. Led
one to four analysts on projects ranging from $20,000 to $150,000.
Evaluated the sales force of a rural telecom provider using primary and secondary research to model
regional markets and demand. Recommended a new customer segmentation scheme that, when piloted,
resulted in significantly higher revenues and increased salesperson productivity.
Benchmarked the corporate communication functions of various companies for a global pharmaceutical
client. Educated client on best practices and recommended the development of a more focused
stakeholder relations strategy. Led to the formation of a cross-functional implementation committee.
Assessed the performance and positioning of a portfolio company for a private equity firm. Analysis
prompted a change in strategy and restructuring of management.
The World Bank – Country Management Unit for Mozambique and Zambia Washington, DC
Operations Analyst 1998 – 2000
Country Assistance Strategy (CAS) determines the size and scope of a country program over three years.
Interviewed 20 non-governmental organizations and private companies in Zambia to assess the impact of
existing programs. Discussed common strategic priorities, points of conflict, and future prospects to gain
a better understanding of the Bank’s role in the region and its interactions with key stakeholders.
Consulted approximately 30 bilateral and multilateral donors in both Zambia and Mozambique to map
lending activities, develop budget forecasts, and identify areas of comparative advantage. Used data to
recommend an increased focus on technical assistance and the elimination of redundant projects.
Monitored 13 projects ($690m) in Mozambique and 14 projects ($675m) in Zambia.
Coordinated management of the portfolio by consulting regularly with 27 managers responsible for
various infrastructure and technical projects. Developed budget estimates, determined risk factors,
identified potential sponsors, and analyzed lending scenarios.
Facilitated and consulted on pipeline projects to determine scope, identify potential partners, and
communicate purpose and expected impact to other country team stakeholders.
Ministry of Finance and Economy, Republic of Korea – Financial Cooperation Division Seoul, Korea
Information Officer 1996 – 1998
Speechwriter for the Deputy Prime Minister, Vice Minister, and Deputy Minister. Prepared position
papers and briefings for bilateral and multilateral meetings (World Bank Annual Meetings, APEC, WTO
negotiations) on OECD derogation and financial market liberalization.
Composed press releases and correspondence on financial policy for the international press. Also
responsible for meetings, protocol, speeches and response materials for the Deputy Prime Minister during
the 1997 World Bank/IMF Annual Meetings in Hong Kong.
PERSONAL
Basic knowledge of the Korean language. Extensive travel around the world, including Korea, Hong Kong,
Japan, Mozambique, Zambia, Brazil, and various countries in Europe.
Active a cappella singer, golfer.
Eun Jeong Kim
104 Ivy Drive, Apt10 ● Charlottesville, VA 22903 ● (434) 242 -5622 ● KimEu05@darden.virginia.edu
EDUCATION
• Member of Finance and International Business Clubs and Graduate Women in Business
EWHA GRADUATE SCHOOL OF INTERNATIONAL STUDIES Seoul, Korea
Master of Arts, concentration on International Trade, February 1999
• Elected President - Graduate School Student Association
• Received full merit-based scholarship from the Korean Government
EWHA WOMANS UNIVERSITY Seoul, Korea
Bachelor, Business Administration, February 1997
• Elected President - Student Association of the Business Administration Department
• Won first place award for outstanding Business Administration thesis entitled “Business Restructuring in Korea”
EXPERIENCE
Citigroup, Seoul, Korea Summer 2004
Summer Associate, Global Consumer Group
• Accepted an offer to join a rotation program in the Global Consumer Group
A&D Credit Information Co. Ltd, Seoul, Korea 2002-2003

Assistant Manager, Strategic Planning Team
• Developed initial business plan for sales strategy, pricing model, and financials of international debt collection
service, and analyzed the collection and credit information industry of the US for establishment of the service
• Planned and organized meetings with Board of Directors and major shareholders such as Deutsche Bank
(largest shareholder) and Samsung Life Insurance, and represented management at Board of Directors Meetings
• Managed ongoing relationship with strategic alliance partners such as Deutsche Bank and JP Morgan
Genesis Advisors, Seoul, Korea 2001 - 2002
Consultant, Financial Analysis Team
• Conducted due diligence, analyzed financial statements, and evaluated business processes of clients
undergoing court composition for corporate and financial restructuring
• Developed and presented project proposals for financial restructuring strategies such as debt-equity swaps
and sales of real estate, and led a team of three people that implemented these strategies at two companies
The World Bank, Washington DC, USA 1998 - 2001
Consultant, Banking and Financial Restructuring Department
• Analyzed financial restructuring data to facilitate the activities of country teams responsible for Ecuador,
Indonesia, Korea, Thailand, and Turkey
• Developed and managed a knowledge management database and participated in an internal team to create a
financial sector knowledge management system
• Researched banking supervision, electronic banking, and money laundering information to identify pressing
issues for senior advisors and directors
Consultant, East Asia Environment and Social Development Department
• Researched and published two papers regarding knowledge-based economies in Denmark, Ireland, Northern
Ireland, Singapore, and the U.S.
• Organized a two-day workshop to discuss key issues related to “The Transition to a Knowledge-Based
Economy in Korea: Gender and Poverty Reduction”
• Facilitated all related communications and operations for the “Institutional Capacity of the Ministry of Health
and Welfare for dealing with Family Violence in Korea” project
Consultant, Treasury Operation of Banking Relations and Cash Management
• Participated in the implementation of the Treasury Management System Project
• Coordinated weekly updates of the Treasury Restructuring Project (System Renewal and Priorities Projects)
ADDITIONAL
• Passed Virginia AICPA exam and CFA Level I exam, Candidate for the CFA Level II
• Native in Korean, Fluent in English
• Enjoy hiking, swimming, listening to Jazz
DAVID LAUFFER
2102 Arlington Boulevard, #10, Charlottesville, VA 22903 • (434) 977-0975 • LaufferD05@darden.virginia.edu
EDUCATION
• Vice President Darden Private Equity Network (DPEN); Member of Finance Club
• Elected section Career Development Representative
• Participated in Stockholm School of Economics-sponsored trip to Sweden
Ohio Wesleyan University Delaware, OH
Bachelor of Arts, Microbiology (focus on Molecular Genetics), May 1998
• Dean’s List, National Science Foundation Fellow, Eagle Scholar, Wilson Award
• Phi Gamma Delta Fraternity-Community Service Chair, Rush Chair, Alumni Newsletter Editor
EXPERIENCE
Banc of America Securities LLC (Summer 2004) New York, NY
Corporate & Investment Banking Summer Associate
Acclaro Growth Partners, Inc. (2002-2003) Reston, VA

Senior Consultant at a boutique consulting firm advising financial sponsors, Fortune 1000 companies, and middle
market firms on M&A and corporate development issues.
Transaction Experience
Led acquisition due diligence project for a large publicly-traded private equity client resulting in $35 million LBO.
• Developed industry comparables and market analysis with client and team of analysts.
• Conducted numerous due diligence interviews with customers, target executives, and competitors.
Analysis and Strategic Advisory
Advised a manufacturing CEO and other executives on a turn-around situation.
• Performed market share and segmentation analysis using complex Excel-based market mapping models.
• Created competitive landscape matrices, customer acquisition strategies, and financial benchmarking analysis.
• Formulated a customer-centric strategy focusing on increasing top line revenue growth and earnings.
Markowitz & McNaughton, Inc. (1999-2002) Reston, VA

Project Manager at a consulting firm providing competitive intelligence, strategic decision support, and buy-side
M&A services to Fortune 500 clients and private equity firms.
Transaction Experience
Managed analysis and buy-side advisory project for a mezzanine fund; recommendations led to a $200 million.
placement in a mid-stage global software company.
• Developed work plan for seven person analyst team, directed completion of all project components.
• Served as primary client contact; managed client needs and coordinated team effort to meet those needs.
• Delivered project under significantly truncated timeline set by the client.
Analysis and Strategic Advisory
Managed a competitive intelligence program for the third largest pharmaceutical company in the US.
• Designed best practice research and product development strategies through intensive market research.
• Engaged in high level of client contact; participated in several sales pitches and final presentations.
Leadership
• Promoted from Business Analyst to Managing Analyst within one year of start date. Promoted from Managing
Analyst to Project Manager within two years of start date.
• Managed and mentored a team of three Business Analysts; entire team was promoted to Managing Analysts.
PERSONAL
• Founder/ Co-Chairman of the MMI Social Action Committee, an organization that focuses on community
service initiatives in Washington, DC, such as “Help the Homeless DC” and Embassy Suite’s “Trick or Suite”
• Enjoy aviation, lacrosse, and public speaking
GARY R. LAWSON, II
107 West Water Street, Apartment #8, Charlottesville, Virginia 22902
(760) 613-3455
grl3c@virginia.edu
EDUCATION
2002-Present DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA
UNIVERSITY OF VIRGINIA SCHOOL OF LAW
JD/ MBA Candidate, Class of 2006
Finance Club, Virginia Law and Business Association, Federalist Society
Vice-President of the Virginia Law Veterans Association
1993-1997 UNITED STATES NAVAL ACADEMY Annapolis, MD

BS Honors History, French Minor; GPA in Major, 3.93; Superintendent’s List
Company Commander (led 140 Midshipmen) (1997), Rugby Team (1994-97), Summer Internships
at the Joint Chiefs of Staff Policy Planning Directorate (1995, 1996), Awarded Cox Foreign
Language Scholarship (language study in Paris), Graduate of U.S. Army Airborne School (1994)
2004 LEBOEUF, LAMB, GREENE, & MACRAE, Summer Law Associate New York City, NY
• Accepted a summer associate position with the corporate transaction group.
2003 WILSON, SONSINI, GOODRICH, & ROSATI, Summer Law Associate Reston, VA
• Performed extensive research and wrote several memoranda on the Sarbanes-Oxley Bill.
• Drafted memoranda analyzing shareholders’ voting rights under Delaware corporate law.
• Assisted in defending and advising companies in securities litigation and regulatory matters.
1997-2002 UNITED STATES MARINE CORPS, Captain, Infantry Officer Camp Pendleton, CA
Aide-de-Camp to the Commanding General, 1st Marine Division (June 2001- July 2002)
• Served as the Aide-de-Camp to LtGen James T. Conway, USMC
• Conducted research and composed point papers for speaking engagements.
• Supervised expenditures for repairs, maintenance, and improvements to the General’s quarters.
• Executed detailed security planning for two high-level Middle East visits after the 9/11 attacks.
• Selected for this assignment as the most junior officer in a highly qualified pool of Marines.
Assistant Operations Officer, 1st Light Armored Reconnaissance Battalion (February-June 2001)
• Compiled data and calculated combat readiness percentages for reports sent to the Joint Staff.
• Devised, implemented, and maintained a reporting system to ensure subordinate units within
the battalion attained necessary combat qualifications.
Platoon Commander, 1st Light Armored Reconnaissance Battalion (October 1998-February 2001)
• Commanded 60 Marines with 10 armored vehicles and equipment worth approximately $5MM.
• Developed and executed complex plans integrating ground maneuver with synchronized
delivery of aerial, artillery, and mortar fires during a three week “Combined Arms Exercise.”
• Selected to lead an independent command aboard the 13th Marine Expeditionary Unit flagship.
• Led a 30-Marine counter-militia force in East Timor in support of humanitarian operations.
• Led Marines during recovery efforts for the USS Cole after an Al-Qaeda attack in Yemen.
• Developed and briefed senior commanders on a significant portion of the emergency evacuation
contingency plan for FBI and State Department personnel investigating the USS Cole attack.
• Awarded the Navy and Marine Corps Achievement Medal for outstanding leadership.
PERSONAL
• Top Secret security clearance conferred in 1995.
• Starting member of the 2002 Military National Championship Rugby team.
• Travels in 19 countries spanning North America, Asia, Africa, the Middle East, and Europe.
• Enjoy golf, skiing, scuba diving, exercising, and reading about American presidential history.
DAVID S. LEE, CPA
138 Harvest Drive, Charlottesville, VA 22903 • (646) 418-5124 • LeeD05@darden.virginia.edu
EDUCATION
• Active member of Finance Club
• Elected to serve as Section Review Coordinator
Binghamton University, School of Management Binghamton, NY
Bachelor of Science, Accounting, May 1997
• Magna cum laude, Dean’s List, Golden Key National Honor Society, Beta Alpha Psi Honor Society
EXPERIENCE
Standard & Poor's New York, NY
Summer Associate, Corporate Credit Ratings Summer 2004
American Stock Exchange, LLC (Amex) New York, NY
Senior Analyst, Listing Qualifications (Continued Listing) 2001-2003
• Conducted financial and corporate governance analysis of listed companies to uphold integrity in the markets.
• Performed fundamental research and due diligence on 15-18 companies on a continuous basis, including
financial statement analysis and interviews with senior management teams to evaluate the listing of
non-compliant issuers on the Amex.
• Advised corporate executives on transactional issues including private placements, recapitalizations, mergers
and acquisitions, and privatizations. Analyzed the impact of transactions on continued listing standards.
• Developed recommendations to delist 24 non-compliant companies. Presented written and oral
recommendations to a Committee on Securities Panel for five companies that appealed delisting decisions;
23 of 24 recommendations were delisted.
• Served as the primary Listing Qualifications Department contact for over 200 structured products and
Exchange Traded Funds totaling over $100 billion in market capitalization.
• Led effort to transfer the responsibility for 17 HOLDRS trusts into the Listing Qualifications Department.
Created regulatory procedures manual and trained two team members on the analysis of these securities.
Analyst, Listing Qualifications (Continued Listing) 2000-2001
• Analyzed historical and projected performance, business plans, and material events of Amex issuers.
• Acted as the primary Listing Qualifications contact for 180 Amex listed issuers whose securities consisted of
common and preferred stock. Market capitalization of issuers ranged from $3 million to $1 billion.
• Conducted quantitative and qualitative review of issuers through analysis of approximately 2,800 SEC filings
and other disclosures in accordance with Amex rules and SEC regulations. Communicated with issuers and
the SEC regarding the review statuses and rendered decisions.
BDO Seidman, LLP New York, NY
Associate, Assurance Services 1997-2000
• Planned and managed all aspects of audit engagements for clients whose sales ranged from $300 million to
$2 billion. Formulated audit strategy, prepared budgets, interacted with clients, and coordinated partner and
manager reviews of work papers as well as audit findings.
• Conducted in-depth reviews of client operations - detailed audit testing, internal control reviews, and
analytical procedures; advised client management regarding findings and suggestions for improvement.
• Researched and resolved industry issues applying FASB, GAAP and Principle standards of companies in
industries including manufacturing, retail, technology, financial services, transportation, and real estate.
• Trained and supervised audit staff of two on engagements.
Business Advisory Services
• Performed valuations of intangible assets using discounted cash flow analysis.
• Assisted in transfer-pricing studies of a $3 billion multi-national consumer products enterprise.
PERSONAL
• Certified Public Accountant, State of New York, December 1999.
• Volunteer activities included Christmas in April, Community Tax Aid, and Habitat For Humanity.
• Interests include golf, tennis, travel, and automobiles.
• Former U.S. Open Ball Boy for the United States Tennis Association.
Jonathan A. Lee
2401 Arlington Blvd. #42 • Charlottesville, VA 22903 • (H) 434.295.6313 (C) 646.621.4584 • LeeJ05@darden.virginia.edu
EDUCATION
• Member of Finance, Healthcare, and Darden Capital Management Clubs.
• GMAT: 730
DARTMOUTH COLLEGE Hanover, NH
Bachelor of Arts in History, June 1999
• Appointed Business Manager & Sports Editor of The Dartmouth daily student newspaper.
• Selected Stroke Oarsman, Dartmouth Crew; Elected Officer, Alpha Chi Fraternity.
EXPERIENCE
Summer 2004 FISHER SCIENTIFIC INTERNATIONAL Hampton, NH
Fisher Scientific Int’l., a Fortune 500 Corporation, is the world’s leading provider of equipment,
supplies, and services for the medical, clinical lab and global scientific research markets.
• Accepted Finance Internship within the Corporate Development & Strategy Division.
2002 – 2003 AMERICORPS VISTA SERVICE PROGRAM New York, NY

AmeriCorps Project Leader
• Organized 10-member team and initiated a pro-bono management consulting project to
assist small businesses in lower Manhattan as part of the Sept.11th economic recovery effort.
• Advised clients on financial management, capital-raising, and strategic development projects.
• Developed credit risk models and facilitated the launch of BOC Capital, a micro-loan fund.
2000 – 2002 THOMAS WEISEL PARTNERS LLC New York, NY
Senior Financial Analyst, Healthcare Investment Banking & Private Equity
Leadership and Project Management
• Led CEO of a global biopharmaceutical company on two-week investor road-show for a
$158MM lead-managed equity offering; hosted 30 meetings with top institutional fund managers.
• Coordinated client deal teams for financial due diligence and SEC document drafting sessions.
• Prepared and presented detailed management proposals and investment committee memos.
• Recruited and trained first-year analysts.
Analytical Skills and Transaction Experience
• Built extensive valuation models and provided strategic advisory services to leading corporate
clients within the biotech, pharmaceutical, medical device, and healthcare services sectors.
• Selected by the firm’s senior management to help evaluate and execute a milestone $200 MM
cross-border strategic alliance between Thomas Weisel Partners LLC and Nomura Securities.
• Completed seven public and private equity transactions; selected assignments include:
♦ Arena Pharmaceuticals (Biopharma) - $158MM lead-managed follow-on equity transaction.
♦ Centene Corp. (Medicaid HMO) - $49MM lead-managed Initial Public Offering.
♦ Acusphere, Inc. (Pharma) - $15MM private equity principal investment.
♦ Orphan Medical Inc. (Pharma) - $14MM private equity placement transaction.
1999 – 2000 SCHRODERS SALOMON SMITH BARNEY INC. New York, NY/
Summer 1997 Financial Analyst, Industrial Mergers & Acquisitions Group London, UK
• Participated in all aspects of the investment banking process including new business
development, company valuation, capital markets analysis, and strategic advisory work.
• Created detailed financial models and analyses for mergers, acquisitions, joint-ventures,
divestitures, leveraged buyouts, and equity financings for clients in the U.S. and in Europe.
• Completed Precision Castparts’ $825 MM acquisition of Wyman-Gordon Inc. (Aerospace).
PERSONAL • Volunteer Tutor: InterFaith Neighbors literacy program for inner-city youths (2001-2003).
• Enjoy skiing, fishing, golf, squash, tennis, and traveling.
DOUGLAS A. LERIT
112 Ivy Drive, #9 • Charlottesville, VA 22903 • (917) 771-3213 • LeritD05@darden.virginia.edu
EDUCATION
• VP of Technology – Darden Finance Club
• Operations Co-Chair – Christmas in April Executive Committee
CORNELL UNIVERSITY Ithaca, NY

Bachelor of Science in Applied Economics & Business Management, May 1998
• GPA: 3.63, Dean’s list all semesters
• Golden Key National Honor Society, Ho-Nun-De-Kah Honor Society, Order of the Lamp Society
EXPERIENCE
Summer 2004 HONEYWELL INTERNATIONAL INC. Troy, MI
Finance Intern, Pathways Leadership Program – Transportation Systems
2002 – 2003 THE ALBERT G. OLIVER PROGRAM New York, NY

Nonprofit organization focused on placing inner-city minority students into boarding schools.
Manager, Finance & Operations
• Managed the financial position of the company, including $1MM budget, $75K line-of-credit,
donation deposits, bill payment, payroll, petty cash, and employee benefits.
• Improved company cash flow by 4% through renegotiating contracts with vendors, renting office
space for third-party functions, and leasing excess office space.
• Prepared fundraising proposals with Director of Development and maintained donor database.
• Counseled and provided academic and social support to personal caseload of 32 students.
2000 – 2002 LOUDCLOUD, INC. Sunnyvale, CA

Leading managed services provider founded by Marc Andreessen. Rebranded to Opsware, Inc.
Senior Business Operations Associate
• Developed and implemented new business strategy for Internet bandwidth operations.
• Led a cross-functional team of seven professionals in redesigning the company’s Internet
backbone to enhance operational and financial flexibility.
• Created and managed an operations plan that improved data center utilization by 40% and
reduced monthly bandwidth costs by 45% by restructuring legacy bandwidth commitments.
• Negotiated strategic partnerships with WorldCom, Qwest Communications, Level 3, and Equinix.
Business Development Associate
• Drafted and reviewed the S-1 and prospectus for Loudcloud’s Initial Public Offering.
• Managed the financial due diligence process with investment bankers and research analysts.
• Created the road show presentation for executive staff which led to $160MM IPO in March 2001.
• Investigated and analyzed strategic partnering alternatives with various technology companies.
• Executed strategic business partnerships with Microsoft and Network Appliance.
1998 – 2000 SALOMON SMITH BARNEY New York, NY

Financial Analyst, Investment Banking Division – Global Technology Group
• Built complex financial models and valuation analyses to provide strategic advice to clients.
• Conducted extensive financial, operational, and customer due diligence for transactions.
• Composed company prospectuses, capital markets sales memoranda, and road show presentations
used to facilitate equity and debt offering transactions.
• Executed seven lead-managed equity and debt financings raising $1.8BN and three sell-side
transactions valued at $6.8BN.
• Ranked in top tier of analyst class.
PERSONAL
• Cornell Alumni Admissions Ambassador
• Junior Achievement volunteer and Computers4Kids mentor
• Former Little League Baseball umpire and Harlem Youth Soccer League coach and referee
• Avid golfer and Fantasy League Baseball competitor
TYLER DAVID LIFTON
1039 Preston Ave, #6 ● Charlottesville, VA 22903 ● (914) 907-7475 ● LiftonT05@darden.virginia.edu
EDUCATION
Candidate for Master of Business Administration, Class of 2005
• Editor-In-Chief, The Cold Call Chronicle (Student Newspaper of Darden)
• Member: Finance Club
• GMAT: 730
MIDDLEBURY COLLEGE Middlebury, VT

Bachelor of Arts, Graduated May 1998
• Graduated cum laude; College Scholar, Dean’s List
• Member: Gamma Kappa Alpha, Italian Academic Honor Society
_____________________________________________________________________________________________
EXPERIENCE
UBS New York, NY
A financial services firm with offices spanning the globe
Summer Associate, global hedge fund sales (June 2004-August 2004)
NORMAN D. LIFTON COMPANY Mt. Vernon, NY

A wholesale floorcovering distributor servicing the Tri-state area and Pennsylvania; $16 million in revenues
Territory Manger, Philadelphia (February 2003-August 2003)
• Opened Philadelphia sales territory for the company, cultivating retail and commercial accounts.
• Generated $25,000 in sales in July after only five months in the territory.
• Developed marketing strategy for new product lines expected to produce $4 million in revenues per year.
DOW JONES & COMPANY New York, NY

A global news organization that publishes The Wall Street Journal, Dow Jones Newswires and Barron’s
Foreign Exchange Reporter, Dow Jones Newswires (2002-2003)
• Earned approximately 80 bylines in The Wall Street Journal while covering currency and bond markets,
including specialized freelance assignments for the Mutual Funds section of WSJ as well as Barron’s.
• Analyzed movements in global currency markets, explaining the technical and fundamental rationale.
• Worked extensively with buy and sell side analysts and traders to craft insightful and precise commentary.
• Received front-page byline in The Wall Street Journal Europe for story identifying the geopolitical causes
of the euro’s surge versus the dollar and highlighting the implications for global capital flows.
Fixed-Income Reporter, Dow Jones Newswires (1999-2002)

• Covered the mortgage debt, interest rate derivatives, Treasury and municipal bond markets.
• Cultivated an extensive list of senior-level Wall Street and government sources, creating a two-way flow
of information from which ideas and material for articles developed.
• Impacted the market valuations of various publicly traded debt and equity securities.
• Broke story on key Federal Reserve report, published on p. A2 of WSJ, arguing that government data
overstate US indebtedness abroad and explaining what that could mean for the valuation of the US dollar.
POWER FINANCE & RISK New York, NY

A weekly publication of Institutional Investor covering the electricity industry that is written for sell-side financiers
Reporter (1998-1999)
• Developed a far-reaching list of legal, financial, and regulatory experts who served as information sources.
• Shaped editorial focus as a member of the six person team that launched the publication.
• Covered risk management, project finance and mergers & acquisitions within the energy industry.
________________________________________________________________________________________________
PERSONAL
• Language: proficient in Italian.
• Hobbies: guitar, modern literature, contemporary geopolitics, skiing, mountain biking.
MARK R. LILLY
203 Harvest Drive ● Charlottesville, VA 22903 ● Home: (434) 295-1598 ● LillyM05@darden.virginia.edu
EDUCATION DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA

• Elected Vice President of the Darden Student Association (Student Government)
• Elected Section Representative to Student Affairs Committee
• Member of Darden Finance Club, Darden Capital Management, Opportunity Consultants Inc.,
Charlottesville Junior Achievement, Charlottesville Special Olympics, Darden Mentoring Program
GETTYSBURG COLLEGE Gettysburg, PA

Bachelor of Arts: Double Major Economics and Business Management, May 1999
• Linnean Award, Gettysburg College Campus and Community Service Award
• Committee Member, Gettysburg College Honor Commission
• Executive Officer, Phi Gamma Delta Fraternity
• Business Management Honor Society, Economics Honor Society
EXPERIENCE
Summer 2004 LEHMAN BROTHERS
Summer Associate – Sales and Trading Division
• Accepted offer to join Summer Associate Class of 2004 – Sales & Trading rotational program
1999-2003 BRISTOL-MYERS SQUIBB COMPANY New York, NY

Senior Financial Analyst – Corporate Treasury, Portfolio and Foreign Exchange
• Accountable for Bristol-Myers Squibb’s $3.75 billion investment portfolio. Executed and administered
company’s $2-$3 billion Commercial Paper Program and $5 billion bond debt.
• Evaluated alternative investment strategies using financial modeling and return analysis. Increased
portfolio returns by 7% through recommendations.
• Presented new foreign exchange risk management policy for approval by divisional CFO’s. Responsible
for implementing policy and training of 10 divisions.
• Analyzed and restructured hedging strategies based on regulatory changes.
Financial Analyst – Corporate Treasury, International Treasury

• Executed strategy to sell Clairol division by analyzing and evaluating the international subsidiary’s asset
structures in 8 foreign countries. Identified and isolated Clairol assets to divest.
• Collaborated with country managers in Europe and Asia to evaluate global markets and determine
optimal funding strategies for international subsidiaries.
Information Management Business Analyst – Corporate Applications Development

• Achieved cost savings of over $2 million per year by automating financial reporting processes.
• Led 8 – 10 member teams to design and develop financial software applications for internal clients
focused on productivity initiatives.
• Determined scope of internal consulting projects by translating client needs into project requirements
and conducting client interviews. Organized and led project presentations.
• Allocated and prioritized project staffing based on client deliverables and according to department
availability.
Activities and Honors:

Bristol-Myers Squibb Presidents Award, ACS Project Team Member
Bristol-Myers Squibb Presidents Award, Weekly Sales Project Team Member
Big Brothers and Big Sisters of New York City, Volunteer Mentor
Everybody Wins Power Lunch, Volunteer Tutor
PERSONAL
Charlottesville Special Olympics Coach, Darden Rugby Club, Enjoy playing soccer and Greco-Roman wrestling.
Catherine (Chao-ting) Lin
118 Ivy Drive, Apt.4 • Charlottesville, VA 22903 • (434) 409-2297 • LinC05@darden.virginia.edu
EDUCATION
University Of Virginia
• Finance Club Vice President of International Relations
• Member of Consulting Club and Rowing Club
National Taiwan University Taipei, Taiwan
Bachelors of Business Administration – Accounting, June 1999
• GPA 3.64
• Debater of the Year, National Intercollegiate Accounting Debate Contest, 1998/1999
• Cathay Life Insurance Co. Scholarship
• Director, Debate Club of National Taiwan University, 1998
EXPERIENCE
Pac-Link Management Corp., Yulon Group Taipei, Taiwan
Venture capital investment arm of the biggest automobile manufacturer in Taiwan; six funds valued at $200 million
are under management.
Investment Assistant to General Partner, 2000-2003
Analysis & Valuation
• Conducted comprehensive market and product research, with special emphasis on LCD monitor and consumer
electronic IC industry.
• Teamed with senior investment managers to screen over 100 investment targets. Conducted field visits
and interviewed management teams to evaluate operational efficiency, R&D potential and management
competency.
• Valued investment targets by using comparable public companies, discounted cash flow and comparable
transaction analyses.
• Co-produced investment evaluation reports that led fund investors through final due diligence process.
• Gathered information to develop a pitch book that led to a new fund valued at $30 million.
• Monitored portfolio investment/liquidation schedule for company strategy setting.
• Researched the feasibility of raising funds in China; in particular assessing the legal system & capital market.
Leadership
• Advised portfolio companies on capital structure mix, projected future funding needs and planned equity-
raising activities.
• Led a U.S. voice-recognition company to reshape business strategy. Collaborated with lawyers and CPAs to
accomplish equity restructuring and stock swap transactions.
Galaxy Software Services Taipei, Taiwan
One of the leading software application providers in Taiwan
Product Specialist, Finance Business Unit, 2000
• Developed an executive information system for banking based on a balanced scorecard model.
• Identified key indicators in the banking system for strategic management, including financial, customer,
process, innovation and risk management information.
• Partnered with senior system analysts and programmers to design software applications and user interface.
Deloitte & Touche Taipei, Taiwan
Audit Intern, 1998-1999
• Participated in the audits of two public and three private companies in the retail and banking industries.
• Performed audit testing, inventory observation and tax filing.
• Conducted operated internal control testing and drafted improvement memoranda.
PERSONAL
• Native Chinese speaker, fluent in English and conversant in Taiwanese.
• Passed Level I of Chartered Financial Analyst (CFA) program; candidate for Level II.
• Avid traveler, visited more than 10 countries. Interests include piano playing, reading and swimming.
TERRY T. LY
124 Ivy Drive, Apt. 3 • Charlottesville, VA 22903 • 703.655.2758 • LyT05@darden.virginia.edu
EDUCATION
• Member of Darden Finance Club and Graduate Women in Business
UNIVERSITY OF VIRGINIA Charlottesville, VA
Bachelor of Arts in Economics, May 1999
• Minor in Mathematics
• GPA: 3.6; Dean’s List
EXPERIENCE
Summer 2004 THE HOME DEPOT Atlanta, GA
Finance Intern, Future Leaders Program
• Accepted offer to join the Future Leaders Program as a Finance Intern.
2001 - 2003 LAMCO INTERNATIONAL Manila, Philippines
The largest information technology distributor in the Philippines and a family corporation
Corporate Finance Manager, Corporate Finance Department
Business & Financial Analysis
• Managed a team of six professionals as head of the Corporate Finance Department.
• Implemented the company’s new strategy of optimizing financial performance across all business units,
creating policies that emphasized balance sheet health, increased profitability and more efficient capital
management.
• Performed comprehensive analyses of monthly performance and financial contribution across all
business units in order to facilitate corporate resource-allocation decisions and provide detailed
measures of Business Unit Manager performance.
• Absorbed the Cost Accounting Group into Corporate Finance in order to enhance the flexibility of
inventory valuation methods and to better monitor the continuous flow of a crucial asset.
Internal Financial Control
• Restructured the compensation system for middle managers in order to better align divisional goals with
the overall company’s new strategic direction.
• Increased the clarity and efficiency of accounting and internal control systems by eliminating labor-
intensive procedures, automating routine functions, and revising certain accounting policies to conform
with US GAAP.
• Enhanced productivity in the sales, marketing and accounting departments by significantly improving
the functionality and relevance of the company’s Enterprise Resource Management software and
integrating a greater number of corporate functions into the program.
1999 - 2001 SALOMON SMITH BARNEY New York, NY
Investment Banking Analyst, Large Cap Diversified Group
• Advised the bank’s largest clients on a variety of transactions, including acquisitions, divestitures, spin-
offs, debt issuances, and initial public offerings.
• Designed and executed financial valuation and merger models using discounted cash flow, accretion /
dilution, precedent transaction and comparable companies analyses. Also prepared management
presentations, IPO marketing materials, commitment committee and offering memorandums.
• Conducted due diligence for M&A transactions, coordinated management roadshows for capital- raising
engagements, and participated in drafting sessions for underwriting assignments.
Selected Transactions
• Agere Systems Inc.’s $3.6B initial public offering.
• United Technologies Corp.’s attempted acquisition of Honeywell International Inc.
• General Motors Corp. / Hughes Electronics Corp. $9.0B stock exchange offer.
• Hughes Electronics Corp.’s $3.8B sale of its satellite manufacturing division to The Boeing Company.
PERSONAL
• Interests include golf, travel, food, wine and recreational reading.
Brian P. Maguire
332-L Commonwealth Court • Charlottesville, VA 22901 • (773) 301-5618 • MaguireB05@darden.virginia.edu
EDUCATION
Candidate for Master of Business Administration, May 2005
• Darden Capital Management: Co-manage the Monticello Fund by investing $700,000 of the
university’s endowment in the public equity and debt markets.
• GMAT: 700
UNIVERSITY OF NOTRE DAME Notre Dame, IN

Bachelor of Business Administration, Double Major in Finance and History, May 1998
• Cum Laude; 3.7 Finance GPA, 3.5 Overall GPA; Dean’s List six semesters
• Kiwanis Club Merit Scholarship; Semester abroad (Dublin, Ireland)
• History thesis: Understanding the Siege of Leningrad
EXPERIENCE
SUMMER 2004 LEHMAN BROTHERS New York, NY
Summer Associate – Equity Research
1998 – 2003 ACCENTURE, LTD Chicago, IL

Experienced Consultant
Quantitative
• Enhanced the policy processing system of one of the top three US insurance companies to introduce
new insurance products resulting in $1 million of new business.
• Partnered with the CIO and other management of a $2 billion insurance client to design and
implement a new policy administration system that processes over 100,000 transactions per week.
• Invented and developed a portfolio management tool that warranted patent consideration.
Leadership
• Led a team that designed, constructed, and tested programs to merge and transfer 11 million
customer records across customer relationship management applications for a large insurance client.
Created a single view of the customer and reduced annual operating costs by $1 million.
• Managed the Inquiry Resolution Team for a $28 billion publicly traded insurance company.
Identified and corrected the root causes of over 20 system failures with a 100% resolution rate.
• Integrated the back-end systems of a major insurance company following an acquisition. Trained
and led a team that extracted over 100 policy maintenance processes from existing computer
program logic and then replicated these procedures in a new policy processing application, which
reduced annual systems maintenance costs by over $600,000.
Analytical
• Conducted market research on the wealth management industry including competitors and potential
clients to support business development and sales and marketing initiatives.
• Analyzed ten account aggregation companies to select a strategic partner for an internally
developed web-based wealth management advisory tool (The Financial Advisory Suite®).
Communication
• Created live product demonstrations and slideshows of The Financial Advisory Suite® for sales
presentations to officers of Fortune 500 wealth management companies.
• Wrote a 200 page training manual for The Financial Advisory Suite® application.
1995 – 1998 COUNCIL OF INTERNATIONAL BUSINESS DEVELOPMENT Notre Dame, IN

Business Services Team Leader
• Led a team that analyzed the value of an international company using discounted cash flow and
relative valuation techniques for Credit Suisse First Boston.
• Analyzed the market for computer peripherals in South American countries for Jordan Industries.
PERSONAL
• Registered for Level I CFA Exam.
• Actively manage over $100,000 in family investments.
• Avid Traveler (13 countries, 46 states, and 32 national parks).
GIANLUCA MAINOLFI
140 Ivy Drive #11 • Charlottesville, VA 22903, USA • Summer: +39 333 286-5431 • Cell: (434) 960-0937
MainolfiG05@darden.virginia.edu
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA, USA
Candidate for Masters of Business Administration (MBA), Class of 2005
• Active member of the Finance Club, European Society, International Business Society.
UNIVERSITY OF BATH Bath, UK

Master of Science (MSc) in Automotive Engineering, with Distinction, September 2000
• Top student of the class. Awarded scholarship (merit based) for best dissertation and best student
• Elected President of the University Racing Team, lecturer to 1st-yr students
MIDDLESEX UNIVERSITY London, UK

UNIVERSITA’ DEGLI STUDI ROMA 3 Rome, ITALY
Bachelor of Engineering (BEng) in Mechanical Engineering, with Honors, June 1999
• Top student of the class. Awarded Dean’s scholarship for last-year students (merit-based)
• IMechE active member in UK. Elected President of Engineering students union
EXPERIENCE
ELI LILLY & CO., Pharmaceuticals (Summer 2004) Florence, ITALY
Corporate Financial Planning & Treasury Associate
• Accepted offer for summer 2004
ALTRAN TECHNOLOGIES, Technology Consulting (2000-2003) Brussels, BELGIUM

Automotive Business Group Paris, FRANCE
Munich, GERMANY
Project Manager
• Led a task-force team of five people in the reorganization of logistics & operations, strategic plan development, and implementation
of a $1 million start-of-production budget process for a diesel engine developed by Siemens VDO Automotive.
• Designed and implemented a business integration process that resulted in a one-and-a-half month reduction in the start of
production, 8% savings in critical operating expenses, and 19% increase in operating efficiency.
• Performed variable cost analysis and presented corrective measures to the diesel business unit directors.
• Contributed to the audit team that has merged Arthur D. Little’s industry group operations into those of Altran in the Benelux.
Consultant
• Reviewed an internal supplier performance for Picanol, a $720 million-a-year weaving machinery manufacturer.
• Identified sourcing valuation benchmarks and provided recommendations to the Vice President about a possible supplier spin-off.
• Segmented the supplier base and calculated the efficiency/cost/feasibility parameters of each segment in the design of alternative
sourcing scenario that would bring a $240,000 (6%) yearly cost reduction for the five years to follow.
• Structured a new risk analysis framework for collaborative engineering with suppliers for global outsourcing projects.
• Coordinated a team of four people responsible for reorganizing the European engine operations at Toyota Motor Company.
• Constructed a mathematical model and used it to build a real-time data information system accessible across the whole supply chain
Project Analyst
• Drafted plan that outlined customer requirements for a new suspension module developed by Tenneco Automotive.
• Streamlined synergies between two units, bringing time-to-market from 12 down to 10 months, and reducing raw material costs by 7%.
• Negotiated new terms for a contract with a supplier for testing equipment, achieving a 30% reduction in capital expenditure.
• Analyzed industry conditions, cost structure, performed competitor analysis, and outlined marketing strategy for a breakthrough in-
vehicle electronic component for Alcatel Microelectronics.
• Designed a more efficient design-to-supply procedure that has reduced testing costs of Prost Formula 1 Racing Team by 35%.
Leadership and Skills

• Winner of “Best Altran Project 2002” in Belgium.
• Mentor to junior consultants. Initiated and coordinated the automotive training & business development workgroup.
PERSONAL
• Italian native speaker, fluent in English, conversant in French.
• Passionate reader of science fiction & thriller books, expert guitar player, avid traveler, former race driver (Renault Clio cup).
Steven M. Majocha
108 Ivy Drive, Apt. 2 Charlottesville, VA (434) 220-5263 MajochaS05@darden.virginia.edu
____________________________________________________________________________________________________________________________________________________________
EDUCATION
• Darden Capital Management
• Appointed senior fund manager for approximately $1,000,000 of Darden’s endowment invested in public
equity and debt markets
Drexel University Philadelphia, PA
B.S. Business Administration – Finance and International Business, March 2000
• GPA: 3.81 Magna Cum Laude
• Financial Executives Institute 2000 Medallion Award Recipient
• Member of Division I Drexel University Baseball Team
____________________________________________________________________________________________________________________________________________________________
EXPERIENCE
Neuberger Berman Management Inc. New York, NY
Supervisor – Retail Sales 2002-2003
• Managed a team of twelve registered representatives responsible for servicing Neuberger Berman’s clients.
Designed an incentive based program to retain high risk assets at Neuberger Berman. Led team to retain more
than $10,000,000 in assets over a ten month period.
• Headed a cross-departmental task force designed to implement new strategies and operating methods for the
firm. The team successfully integrated a new operating system which reduced trade reconciliation by 70%.
• Interviewed applicants and provided training for new registered representatives in Investment Styles, Sales
Techniques, Legal Procedures and Regulations, Market and Investment Procedures, Economic Analysis and
Product Knowledge. Trained 35 new representatives in an intensive 4 – week classroom training program.
• Researched and prepared a monthly report on mutual fund performance for the sales department. Analysis
includes index comparison, portfolio composition, risk assessment, historical data and third party ratings.
• Appointed to a specialized task force created to redesign and establish transaction capabilities on the investor
website. Responsible for keeping the investor’s perspective in mind while developing the website.
Assistant Supervisor – Retail Sales 2001-2002

• Developed and maintained relationships with firm’s high net worth clients, providing guidance in retirement
strategies and asset allocation. The average portfolio ranged from $100,000 - $500,000.
• Prepared and presented a weekly equity market report to Retail and Institutional Sales Departments. Report
enabled sales personnel to communicate current equity market information to their clients.
• Acted as a liaison between Equity Portfolio fund managers and the Retail Sales Department.
• Resolved shareholder trade disputes and customer complaints.
Registered Representative – Retail Sales 2000-2001

• Consistently ranked within the top three performers in sales and service in an 18 – person department.
• Generated a monthly minimum of $500,000 in qualified leads to our investment advisory group, surpassing the
department’s production goals by more than 150% on average.
• Assessed shareholders’ investment objectives, risk tolerance and suggested appropriate investment vehicles.
Summer Intern – Retail Sales 1999

• Performed in-depth competitive analysis and research using Morningstar software. Created detailed reports
focusing on the financial environment and its impact of Neuberger Berman’s mutual funds.
____________________________________________________________________________________________________________________________________________________________
PERSONAL
• Registered for AIMR Chartered Financial Analyst Level I Examination – June 2004
• Professional Licenses – NASD Series 6, Series 63, Series 7, Series 9 and Series 10.
• Junior Achievement – volunteered to educate elementary students about macro-economic principles in their
communities.
• Sports enthusiast – enjoy playing golf, basketball and baseball
Lynn Sanders Manthy
Summer contact info: (cell) 434-906-4222♦ManthyL05@darden.virginia.edu
EDUCATION
• Member of Marketing Club, Finance Club, and Graduate Women in Business
• Shelter for Help in Emergency volunteer
• GMAT: 700

Bachelor of Arts in Government, 1996
• Dean’s List
Summer 2004 T. Rowe Price Baltimore, MD

Accepted a Summer Marketing Associate position in Third Party Distribution.
1999-2003 Citigroup Washington, DC

Smith Barney Financial Consultant
Marketing and Sales

• Marketed personal capabilities and firm products to prospective clients using seminars, referral
programs, and networking organizations. Successfully gathered over $18mm in new assets.
• Designed and implemented financial plans for individual and organizational clients using a wide array of
products including mutual funds, managed money, retirement plans, annuities, and college savings plans.
• Promoted and represented the firm at monthly career seminars. Presented personal experiences and
successes and demonstrated the firm’s capabilities, resources and employment opportunities.
Leadership
• Interviewed all Financial Consultant Training candidates over three year period and assisted branch
management in the evaluation and recruitment processes.
• Researched and explained weekly sales ideas to 50+ brokers as branch annuity and insurance product
manager. Expanded branch sales and knowledge in those product areas.
• Selected by Branch Manager to serve on first Branch Council and was tasked with improving employee
morale and communication. Planned several annual branch events and a monthly newsletter.
Recognition and Achievements
• Earned several asset gathering bonuses including a $10k stock award.
• Spoke to a class of 40 incoming Financial Consultant trainees in NYC on “best practices” and other
marketing and sales techniques. Chosen to do so based on outstanding achievements within the program.
• Hold Securities Industry Licenses: Series 7, 63, 65 and Life Insurance.
1997-1999 Wachovia Securities Bethesda, MD

Sales Associate
• Represented three brokers with assets totaling over $200mm. Interacted daily with clients and
prospects to strengthen existing relationships.
• Designed and conducted seminars to grow the branch’s retail business by examining and evaluating
clients’ needs and matching them with firm products.
1996-1997 Jenner & Block Washington, DC

Paralegal
• Coordinated preparation for patent litigation trial with a team of attorneys and paralegals.
Organized document and evidence collection and management.
PERSONAL
• Avid skier, traveler, and fiction reader
• Active member of The Bryn Mawr School Alumnae Board
Elad Mardix
111 Ivy Drive, Apt. 2 • Charlottesville, VA 22903 • Cell: (434) 962-4957 • MardixE05@darden.virginia.edu
EDUCATION
• Active member of Finance Club, Private Equity Network, and International Business Society.
Bar Ilan University Ramat Gan, Israel
Bachelor of Arts, Economics & Accounting (dual major), July 2001
• Managed $8 million investment portfolio for private clients while in school.
• Worked 30-50 hours per week to pay for 100% of costs.
EXPERIENCE
Summer JPMORGAN CHASE New York, NY
2004 Summer Associate, Investment Banking
MIGDAL CAPITAL MARKETS – Investment House Tel Aviv, Israel

The financial investment arm of the largest Insurance & Investment company in Israel, with
approximately $400 million under management.
2001-2003 Senior Investment Manager
• Personally managed over $40 million in assets of private clients and corporate firms. Outperformed
the benchmark Israeli Stock and Fixed Income indices by 3.4% annually.
• Co-managed fixed income portfolio of $50 million for institutional clients.
• Analyzed and performed investment decisions based on various financial models, while utilizing
diversified hedging strategies in equities, bonds, currencies, and derivatives.
• Conducted and participated in equity and debt roadshows on the buy side in order to evaluate
investment selections to portfolios.
• Initiated and led meetings with executives and senior management of major Israeli companies and
with affluent private investors that led to a $4.5 million increase in assets.
• Supervised a cross-functional team of IT and communication specialists in the design, development,
and implementation of a new portfolio management system resulting in more efficient, diversified
trades within the portfolios.
• Presented quarterly reviews to clients regarding portfolio performance, overall economic conditions,
and future expectations.
• Managed one intern directly and coordinated a team of five other interns.
1999-2001 Trader & Investment Management Associate

• Executed retail and institutional orders on a daily basis. Traded Israeli and U.S. stocks, Israeli bonds,
and equity index futures and options totaling $150 million in assets.
• Youngest team member ever recruited by firm. Selected while in undergraduate school.
ISRAEL DEFENSE FORCE (IDF), Lieutenant, Intelligence reserves

1996-1998 Deputy Intelligence Officer of an Armored Brigade
• Commanded a group of 13 soldiers and four officers.
• Led the training and maintenance activities of the unit.
• Researched, implemented, and advised the head of unit on intelligence issues.
• Presented intelligence data analyses to senior commanders and government officials.
1994-1996 Tank Commander

• Led a team of three soldiers through real-time tactical situations.
PERSONAL
• Licensed portfolio manager by the Israeli SEC.
• Recognized as the Outstanding Cadet based on leadership abilities by the Officers’ Academy.
• Fluent in Hebrew.
• Interests include tennis, soccer, jazz, and traveling.
Adriana Castro Martins
1512 Minor Ridge Court • Charlottesville, VA 22 901 • (434) 974-6713 • martinsad05@darden.virginia.edu
EDUCATION

• Member of Finance Club, Latin American Student Association, and Graduate Women in Business
• GMAT: 700
UNIVERSIDADE DE SÃO PAULO São Paulo, Brazil

Bachelor of Economic Sciences, June 1995
• Internship at Fundação Instituto de Pesquisas Econômicas and at São Paulo Stock Exchange
EXPERIENCE
Summer CITIGROUP PRIVATE BANK New York, NY

2004 Summer Associate – Latin America Group
2001 – 2003 JP MORGAN CHASE & CO São Paulo, Brazil

Fixed Income Strategist
• Ranked the best fixed income research group for Brazil by Institutional Investor in 2001 and 2002.
• Developed quantitative analysis of Brazilian fixed income market for local and international customers,
our sales force, and our proprietary trading desk.
• Identified arbitrage opportunities within the fixed income market and created innovative trading ideas and
reports for clients.
• Provided trading recommendations in the interest rate and exchange rate markets, and contributed to
average annual profits of US$150 million.
• Led morning meetings to discuss market drives with sales representatives of private and institutional
clients.
• Participated in regular meetings with JP Morgan’s officers in USA, Europe, Asia, and Latin America,
reporting to them on the main economic activities and their anticipated effects in the Brazilian markets.
1999 – 2000 CHASE MANHATTAN BANK São Paulo, Brazil

Economist
• Ranked the best fixed income research group for Brazil by Institutional Investor in 1999 and 2000.
• Designed and presented economic and political scenarios to clients and other areas of the bank to support
investment decisions in the fixed income market.
• Developed detailed forecasts for GDP growth, inflation, balance of payments, monetary, and fiscal
indicators.
• Performed presentations and wrote daily and monthly economic reports distributed to clients worldwide.
• Organized investors’ trips to Brazil, and coordinated meetings with major JP Morgan customers and local
authorities such as the Finance Minister, the Central Bank governor, and Congressmen.
1996 – 1999 ITAU BANKERS TRUST São Paulo, Brazil

Junior Economist
• Generated economic and political analysis to support trading decisions in the interest rate and exchange
rate markets.
• Created weekly reports with trading strategies for customers to minimize their exchange rate exposures.
1993 – 1996 MCM CONSULTORES ASSOCIADOS São Paulo, Brazil

Economic Analyst
• Created an extensive database with economic indicators.
• Prepared presentations to senior consultants.
PERSONAL
• Languages: native Portuguese speaker, fluent in English.
• Interests: scuba diving, running, and popular Brazilian music.
Antonio C. R. Martins
1512 Minor Ridge Court ● Charlottesville, VA, 22 901 ● (434) 974-6713 ● martinsa05@darden.virginia.edu
EDUCATION
• Darden Capital Management – Fund Manager, Darden Fund. Selected as one of the managers of
$1 million portion of the school’s endowment.
• Member of the Finance Club and Latin American Student Association.
• GMAT: 700
IBMEC—BRAZILIAN INSTITUTE OF CAPITAL MARKETS São Paulo, Brazil
Postgraduate Course in Finance, June 1999
• Company sponsored
UNIVERSIDADE DE SÃO PAULO São Paulo, Brazil
Bachelor of Economic Sciences, December 1995
EXPERIENCE
Summer, 2004 COMPANHIA SIDERÚRGICA NACIONAL — CSN São Paulo, Brazil
Summer Associate
• Accepted offer to join a rotation program in the Treasury and M&A Divisions.
2001 – 2003 BANK OF TOKYO-MITSUBISHI São Paulo, Brazil

Mutual Funds Manager
• Led cross-functional teams to reshape the Asset Management business by streamlining internal
controls, creating new classes of mutual funds, and implementing risk management guidelines.
• Managed a US$350 million portfolio distributed in fixed income, currency, and derivative
mutual funds.
• Managed a team consisting of a trader and an associate in implementing new trading strategies
and asset management procedures.
• Customized investment approach for mutual fund clients by analyzing their risk profiles, cash
flow, and hedging needs. Increased assets under management by US$60 million.
• Delivered and developed presentations to clients on market scenarios and mutual fund
alternatives tailored to their investment goals and needs.
1995 – 2001 BANCO FIBRA S.A. São Paulo, Brazil
Fixed Income and Derivatives Mutual Fund Manager (1999 – 2001)
• Managed seven fixed income, currency, and derivatives mutual funds and a fund of funds.
• Redesigned and implemented market strategy of the business to focus on private clients,
increasing net assets by 10%.
• Structured investments and advised private clients in deals involving government notes, stocks
and cash in local markets.
• Won four mutual fund awards based on performance by Exame Magazine and Thomson
Financial in 1999 and 2000.
Arbitrage Trader (1995 – 1999)
• Co-managed the equity derivatives book—made up of options, futures, and stocks—trading
US$1 billion per month and exploiting arbitrage opportunities within those markets.
• Researched, developed, and structured derivative products for clients and other departments.
One product increased sales of International Clients Desk by 150%.
• Completed rotations in various areas of the bank such as settlement, fixed income and
currencies trading desks, and trade finance.
PERSONAL
• Portuguese native speaker, fluent in English, able to read Spanish.
• Completed courses in Option Valuation, Risk Management, and Technical Analysis at Brazilian
Futures Exchange (BM&F).
• Competitive swimmer.
JAMES T. MAUK
123 Ivy Drive, Apt. 1 y Charlottesville, VA 22903 y (434) 531-2054 y maukj05@darden.virginia.edu
________________________________________________________________________________ __
EDUCATION
• Treasurer - Finance Club
• Member - Healthcare Club & Private Equity Network
JAMES MADISON UNIVERSITY Harrisonburg, VA

Bachelor of Business Administration - Finance, December 1998
• Dean’s List, President - Chi Phi Fraternity, Treasurer - Interfraternity Council
EXPERIENCE
JPMORGAN CHASE New York, NY
Summer 2004 Summer Associate, Investment Banking
BROWN BROTHERS HARRIMAN & CO. Boston, MA

2001-2003 Associate, Healthcare/Medical Technology Banking Group
• Structured and underwrote senior debt facilities for middle market and early stage medical device and
healthcare service companies.
• Analyzed potential lending opportunities and prepared executive summaries including an assessment
of the prospect’s business model, market position and general industry dynamics. Created detailed
financial models to determine funding needs, structure, leverage, collateral and the ability to meet
principal and interest obligations. Presented analyses to the firm’s senior credit committee.
• Marketed BBH&Co. products and services including commercial banking, money management,
mergers & acquisitions advisory, private equity, mezzanine debt and foreign exchange to prospects by
developing product specific knowledge and actively participating in prospect calls.
• Representative engagements:
¾ Provided $20 million as part of a $275 million syndicated credit facility to finance an acquisition
by a specialty pharmaceutical distributor.
¾ Structured and underwrote a $6 million combined senior and subordinated debt facility to finance
a plant consolidation and an acquisition by an early stage vascular device company.
¾ Financed the continued growth and development of a plasma collection subsidiary for a Spanish
life sciences company with a $10 million line of credit.
¾ Supported the acquisition of a hospital products company by a private equity fund with a $10
million commitment to a $42 million credit facility. Assisted in cross-selling interest rate hedging
services after the acquisition’s closing.
2000-2001 Analyst, U.S. Banking

• Participated in the due-diligence process, including drafting executive summaries and building
financial models for potential new lending opportunities.
• Prepared and presented annual financial performance reviews for companies in the firm’s middle
market senior debt portfolio to evaluate financial performance and overall risk.
• Created brochures and pitch books for the marketing of products to prospective clients.
1999-2000 Mutual Fund Accountant, Investor Services Group

• Calculated daily net asset values for portfolios with over $190 million in assets and reported values to
clients and NASDAQ.
SKILLS/INTERESTS
• Candidate - Chartered Financial Analyst (CFA) Program: Passed the level I, II & III exams.
• Series 7 & Series 63 registered representative.
• Interests include running, basketball, volunteer work and reading.
MATTHEW J. MCAFEE
4316 Free Union Rd • Free Union, VA 22940 • (434) 974-7486 • McafeeM05@darden.virginia.edu
EDUCATION
• Member of Finance and Investment Management Clubs
• Elected First Year Section Officer
• GMAT: 750 (99th percentile)
UNIVERSITY OF UTAH Salt Lake City, UT
Bachelor of Science in Finance, May 2000
• Worked full-time during undergraduate studies, while maintaining a 3.53 GPA
EXPERIENCE
2004 M&T BANK, Retail Banking Analyst Buffalo, NY
• Accepted summer associate position in Retail Banking Division
2002-2003 FRANKLIN COVEY, Operations Analyst Salt Lake City, UT
Leading productivity consulting firm
• Analyzed financial statements for $160MM division. Audited cost of sales data for seven global
regions. Created monthly variance reports for business unit CFO and finance leadership team,
detailing the causes of fluctuations. Led to COS reductions of 2%.
• Constructed product forecasts in consultation with product marketing managers. Analyzed sales
data using several statistical methods including regression and time series analysis, algorithms,
and weighted average modeling techniques, reducing forecast variances by 25%.
• Managed inventory for more than 1,400 products. Calculated inventory turns, performed ABC
analysis and estimated quarterly inventory obsolescence reserves. Increased inventory turnover
from two to six turns annually.
1999-2002 ELECTRONIC DATA SYSTEMS (EDS), Financial Analyst Salt Lake City, UT
Fortune 100 outsourcing services company
• Performed all journal entries, cost allocations and accruals for three call centers in the U.S. and
Canada. Responsible for related P&L analysis and pro-forma projections.
• Generated rolling three-year budgets by month, detailing revenue and expenses at the line level.
Reduced monthly variances between actual and budgeted results by 15%.
• Drafted departmental reports evaluating major call center metrics e.g. inbound calls received,
conversion rate, average order size, units per transaction, daily revenue. Analyzed daily results
compared to budgeted data and initiated action plans to improve financials.
1996-1999 FRANKLIN COVEY, Production Supervisor Salt Lake City, UT
Leading productivity consulting firm
• Supervised 26 employees in manufacturing environment. Managed all personnel decisions
including staffing, compensation and performance management issues.
• Established departmental production goals for four independent teams. Oversaw maintenance of
equipment valued at $4MM. Advocated successful purchases of capital equipment that
decreased variable labor costs by 25%.
• Improved process and system flows on assembly lines. Increased production capacity by 15%, as
a result of decreasing change-over times from 30 minutes to less than three minutes.
PERSONAL
• Fluent in Portuguese. Lived in Brazil from 1994-1996.
• Big Brothers Big Sisters mentor; Special Olympics volunteer.
• Interests include astronomy, strategy games, camping and travel.
ALEJANDRO MEDINA
128 Ivy Drive #11 • Charlottesville, VA 22903 • 434-220-5273 • MedinaJ05@darden.virginia.edu
EDUCATION
• Active in Consulting Club, Finance Club & Latin American Student Association
• Appointed Chair of the LASA Conference
Universidad Iberoamericana Mexico City, Mexico
Bachelor of Science, Industrial Engineering, May 1999
• Selected to be teacher assistant for financial engineering professor (1998)
• Active in the Industrial Engineering Student’s Association
EXPERIENCE
Summer A.T. Kearney Mexico City, Mexico
2004 Summer Associate
• Accepted an offer to join the Summer Associate program
2002-2003 Grupo Financiero Banorte Mexico City, Mexico

Project Manager
• Developed US$50M investment and US$90M expense budget for 2003 for the entire group including
areas such as procurement, call center, house mortgages and commercial banking
• Conducted assessment of procurement area and recommended process redesign and technological tools
that decreased costs by 15%
• Established new cost allocation system that reflected better the profitability of each operating area
1999-2002 BtoBen.com Mexico City, Mexico

Internet holding group with presence in Argentina, Brazil, Chile and Mexico investing in companies
focused on B2B that became the Latin American B2B technology arm of Santander Central Hispano
PyMarket (Internet retailer of indirect goods for small-medium enterprises)
Business Development Manager
• Led a team of six professionals that managed large clients and government institutions (public bids),
team achieved revenue target accounting for 20% of total revenue in the first semester of 2002
• Created and implemented a strategy to provide large enterprises with discount electronic products for
their employees as part of the company’s benefits
• Managed the relationship with Santander’s local banks enterprise division directors
• Developed sales incentives program for bank executives and directors
• Led a team of two professionals that oversaw customer service, which included weekly reports
measuring customer satisfaction in such areas as call center, sales force and operations
• Member of the leadership team that reviewed and approved retail strategies and specific business
initiatives such as marketing campaigns and sales force compensation scheme
Hexacta (Consulting firm focusing on strategy, operations and technology)
Analyst
• Analyzed consumer needs, calculated pricing and elaborated business case for a B2B internet strategy of
a leading transnational wine & spirits company
• Assessed the customer service strategy for one of the largest transnational insurance companies and
developed a business case of new service strategy which resulted in annual renewal sales of US$2.5M
• Evaluated current payment and financing options in Mexico for an online payment initiative
• Analyzed small-medium enterprise market in Mexico and evaluated potential suppliers for an Internet
retailer of indirect goods
• Joined company as fourth employee in BtoBen’s Mexico office and coordinated implementation of
Mexico’s office
PERSONAL
• Volunteer at PROED I.A.P., non-profit organization focused on improving public schools, responsible
for student volunteer activities and general strategy themes
• Fluent in Spanish and English
• Enjoy sports, traveling and movies
JOSEPH A. MILLER
500 McIntire Rd., #15 (434) 295-0321
Charlottesville, VA 22902 millerj05@darden.virginia.edu
EDUCATION
• Member: Finance, General Management Clubs
DUKE UNIVERSITY Durham, NC

Bachelor of Arts, Cum Laude, May 1999
Majors: Economics and Spanish, GPA: 3.5
• Semester Study Abroad: Universidad San Pablo, Madrid, Spain
• Certificate in Markets and Management, President of Old Trinity Club
EXPERIENCE
2004 WACHOVIA SECURITIES Charlotte, NC

Summer Associate: Loan Syndications
• Accepted offer to join Wachovia’s Corporate and Investment Banking Division.
2000 – 2003 NATEXIS BANQUES POPULAIRES New York, NY

Assistant Vice President: Leveraged Finance (2002 – 2003)
• Managed $300 million of the bank’s committed senior secured loans to 30 different companies in the
following industries: consumer products, containers, packaging, paper, and defense/aerospace.
• Performed credit analysis on leveraged buyout, recapitalization, acquisition, and working capital
transactions with various terms and capital structures.
• Determined overall impact of new and existing transactions on the bank’s leveraged finance portfolio and
made buy/sell recommendations accordingly.
• Handled complicated amendment and waiver requests from Agent Banks and internal watch list/reserve
report recommendations.
• Supervised the work of three Associates in the Leveraged Finance Group.
• Participated in the recruiting process for new Associates and Vice Presidents.
• Communicated daily with salespersons at other institutions to gauge secondary market prices and source
new investment ideas.
Associate: Leveraged Finance (2000 – 2002)
• Created more than 75 detailed financial models and performed sensitivity analysis to determine the ability of
the borrower to repay the loans under multiple scenarios.
• Valued companies using various methods, including comparable company analysis, discounted cash flow,
and collateral valuation in a liquidation scenario.
• Researched and summarized core competencies of companies and assessed industry risk factors.
• Monitored the bank’s leveraged portfolio (approximately $750 million) through quarterly reviews.
• Coordinated internal funding of loans with the bank’s operations group and traders.
1999 – 2000 THE SUMITOMO BANK, LIMITED New York, NY

Analyst: Project Finance
• Assisted in the due diligence process for high profile sports and power plant financings.
• Produced Information Memoranda, including project and industry information, for loan syndicate and
illustrative presentations for new business proposals.
• Interfaced with Senior Management of the Denver Broncos NFL team regularly.
Transaction Highlights
• Led the syndicated leveraged acquisition of the Phoenix Coyotes Professional Hockey team by a group of
investors that included Wayne Gretzky.
• Advised a group of investors that included the football legend John Elway on the leveraged acquisition of
the Pepsi Arena, the Denver Nuggets NBA team, and the Colorado Avalanche NHL team.
PERSONAL
• Eagle Scout, Big Brothers Big Sisters, North Carolina Society of New York.
• Interests: Basketball, fishing, cooking, movies and travel.
JACQUELYN M. MINNS
138-06 Ivy Drive ● Charlottesville, VA 22903 ● 434.220.6735
MinnsJ05@darden.virginia.edu
EDUCATION
• Member of the Finance Club, Darden Private Equity Network and Graduate Women in Business.
• Participant in Darden Brand Challenge.
UNIVERSITY OF MICHIGAN Ann Arbor, MI

Bachelor of Arts in Economics, May 2000
• GPA in major: 3.8.
• Academic Honors, fall semester 1998 and winter semester 1999.
• Member of the Michigan Economic Society and Delta Phi Epsilon sorority.
EXPERIENCE
MORGAN STANLEY New York, NY
Summer Associate, Private Wealth Management (June 2004 – August 2004)
• Accepted offer to join Summer Associate Class of 2004 at Morgan Stanley.
SALOMON SMITH BARNEY (CITIGROUP) New York, NY

Analyst, Asset Backed Finance – Fixed Income (July 2000 – July 2003)
• Managed all aspects of approximately $25 billion of securitization transactions. Created rating agency presentations,
conducted due diligence, wrote internal and external sales memoranda, drafted term sheets, edited legal documents and
prepared roadshow materials.
• Developed and analyzed discounted cash flow models and structures for over 30 lead managed asset backed bond
transactions.
• Presented financial proposals, pitchbooks and comparable transaction analyses for new and existing clients.
• Facilitated the selection and audit of auto, home equity, and mortgage loans for securitization trusts.
• Created the training handbook and led training for the 2002 first-year analyst class.
• Ranked among the top 10% of analyst class for all three years.
Key Transactions
• Completed over twelve securitization transactions for Onyx Acceptance Corporation, representing approximately $5
billion in funding. This included a $75 million securitization of the residual cash flows from nine outstanding transactions.
Modeled existing deals to perform default sensitivity analyses, provided price-yield matrices to investors and managed a
$50 million residual line of credit.
• Managed five of Shinsei Bank’s cross-currency collateralized loan obligations including the first $100 million Japan-US
cross-border securitization. Coordinated a simultaneous roadshow in the US, Japan and Europe, used Monte Carlo
simulations to predict loan defaults, and played an integral role in the development of Master Trust documents.
• Assisted on the first $646 million auto and $847 million recreational vehicle principal finance securitizations. Created bid
letters for the purchase of loan portfolios from CIT and Washington Mutual and performed loan portfolio due diligence.
FRANKLIN BANK, N.A. Southfield, MI

Intern, Finance and Small Business Lending Department (Summer 1999)
• Projected marketing goals for lending products based on loan portfolio statistics.
• Analyzed consumer and business credit history to improve credit scoring system.
• Assisted in new loan application approval and rejection decisions.
• Constructed department procedures for the processing of Small Business Loan applications.
PERSONAL
• Series 7 licensed.
• Enjoy water skiing, scuba diving, playing guitar and traveling.
J. MICHAEL MONK
1926-B Ivy Road • Charlottesville, Virginia 22903 • (404) 274-3173 • MonkJ05@darden.virginia.edu
EDUCATION
• Finance Club, Darden Private Equity Network
• GMAT: 700
UNIVERSITY OF GEORGIA Athens, GA
Bachelor of Business Administration, Finance, June 1998
• Sigma Alpha Epsilon Fraternity – President, Vice President, and Rush Chairman
• UGA Inter-fraternity Council – Secretary and Scholarship Chairman
EXPERIENCE
Summer 2004 CREDIT SUISSE FIRST BOSTON New York, NY
2002-2003 BRIGHTON PARTNERS, LLC Atlanta, GA
Associate, Private Equity
• Analyzed controlling interest equity investment opportunities in companies with annual revenues
ranging from $10 to $100 million.
• Collaborated with senior partners in negotiating terms and structures for equity investments
and debt financing associated with leveraged buyouts of small to middle-market companies.
• Built a comprehensive LBO model the firm adopted to evaluate all potential investments.
• Researched industries, completed detailed cash flow analyses on prospective buyouts, and led due
diligence efforts on prospective companies and management teams.
1998-2002 FIRST UNION SECURITIES, INC. (now Wachovia Securities)
2001-2002 Investment Banking Analyst - Financial Sponsors Group New York, NY
• One of three analysts selected to help develop private equity practice in New York.
• Provided “one-stop” financing solutions for leveraged buyout transactions and other financial advisory
services to the portfolio companies of private equity clients.
• Structured, underwrote and syndicated senior, mezzanine, and high yield acquisition financings as well
as select preferred and common equity co-investments.
• Performed significant transaction due diligence including, extensive credit analysis, financial
modeling, and valuation analysis. Participated in management presentations and on-site due diligence.
• Coordinated with senior bankers to identify strategic alternatives for private equity clients’ portfolio
companies and worked with product groups to evaluate, pitch, and execute recapitalizations, add-on
acquisitions, sellside M&A opportunities, and initial public offerings.
1998-2000 Investment Banking Analyst - Leveraged Finance Group Charlotte, NC
• Executed the origination, underwriting, and syndication of leveraged bank loan issues and high yield
debt issues for both public and private companies in a broad range of industries.
• Created comprehensive financial models and comparative evaluation analyses to evaluate acquisitions,
leveraged buyouts, and other financial objectives for client companies.
• Prepared rating agency and bank meeting presentations for leveraged loan offerings as well as offering
memoranda. Conducted due diligence with company senior management, performed extensive
industry and market research, and responded to bank syndicate questions and concerns.
Transaction Highlights:
- $425 million senior secured credit facility: strategic acquisition by a designer, manufacturer and
distributor of integrated electronic security systems.
- $300 million high yield offering: strategic acquisition by a manufacturer of automotive parts.
- $20 million preferred equity investment: buyout of a restaurant company.
PERSONAL
• Volunteered as a tutor at a local high school in Charlotte, NC and as a coach / mentor in the Future
Possibilities program in New York, NY. Other interests include running, travel, and reading.
GARTH MONROE, CPA
2649-1 Barracks Road • Charlottesville VA 22901 • 434.295.5638 • MonroeG05@darden.virginia.edu
EDUCATION
• Treasurer, Co-Founder Sky Club at Darden
• Elected First Year Section Officer, Student Affairs
• Member of Finance Club and General Management & Operations Club
• Hosted CFO of JetBlue Airways for IPO and valuation presentation
University of Connecticut Storrs, CT
Bachelor of Science in Business Administration, Accounting, May 2000
• Summa Cum Laude, Honors Scholar, GPA 4.0
• Awarded Furash Medal for outstanding research on aerospace industry thesis
EXPERIENCE
Summer 2004 MassMutual Financial Group Springfield, MA
Executive Development Program
Completing special initiative projects for senior executives in finance and capital markets.
2000 – 2003 Pratt & Whitney Middletown, CT
Controller – Commercial Engines Business Unit
Responsible for financial performance of $25M, 125-person manufacturing organization,
ensuring on-time and on-cost delivery of 275 engines/year using an integrated MRP system.
• Forecasted and budgeted detailed financial plans, including manpower requirements to
support build schedule. Consolidated and reported financial results using Hyperion.
• Developed/negotiated valuation for $5M outsourcing contract with CFO of key
subsidiary.
• Wrote monthly finance reports and presented results to vice president of operations.
• Created complex financial models as part of proposed engineering initiatives.
• Led inventory project team to map and validate effective control points for $1B of annual
inventory transactions in accordance with Sections 302 and 404 of Sarbanes-Oxley.
• Reduced average monthly inventory levels by 50%, $125M to $60M, by working with
engineering managers to synchronize build schedules and reduce system lead-times.
• Developed and presented aerospace industry case study to 40 Financial Leadership
Program Associates. Reviewed favorably by executive sponsors in attendance.
Business Associate – Financial Leadership Program
Developed an understanding of company’s structure and function within the aerospace
industry through two-year rotational program and regular contact with senior management.
• Experienced in program management, financial planning, operations, and accounting.
• Mapped out and consolidated chart of accounts for proper reporting by new acquisitions.
• Programmed database for $5B, 10-year Joint Strike Fighter Program. Reports financial
performance to US Government. Implemented at Hamilton Sundstrand and Rolls Royce.
1993 – 1997 United States Marine Corps Okinawa, Japan
Platoon Sergeant – III Marine Expeditionary Force
Trained, evaluated, and supervised 40-member platoon, ensuring compliance with
established standards. Administered disciplinary action and resolved grievances.
• Promoted four times in three years, advancing to increased positions of responsibility.
• Awarded Navy Achievement Medal for outstanding performance of duties.
• Awarded a second Navy Achievement Medal for outstanding leadership.
PERSONAL
• Professional: American Institute of CPA’s, Connecticut Society of CPA’s
• Tax Supervisor, Volunteer Income Tax Assistance Program
• Crew Leader, Habitat for Humanity
• Interests: Skiing, Running, Golf
BENNETT FINN MONSON
1116-A John St., Charlottesville, VA 22903 • 434/825-5073 • MonsonB05@Darden.Virginia.edu
________________________________________________________________________________________________________________________________________________________________________
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION
• Wuliger Scholarship recipient, Darden Capital Management, Finance Club.
WALSH SCHOOL OF FOREIGN SERVICE
GEORGETOWN UNIVERSITY Washington, DC
Bachelor of Science in Foreign Service, June 1999
• Internships at US Peace Corps in DC and at Daimler-Benz AG in Germany.
________________________________________________________________________________________________________________________________________________________________________
EXPERIENCE
Summer 2004 SG COWEN SECURITIES New York
Summer Associate, Media and Communications Investment Banking
• Will work on a seven-person team banking mainly radio station operators, TV station
operators, newspaper companies, an independent movie studio, and some niche
telecoms companies during a 12-week internship.
2001—2003 RAYMOND JAMES FINANCIAL St. Petersburg, FL
Research Associate, Sell-Side Equity Research / Equity Capital Markets
Analytical
• Developed investment theses and ratings on 12 lodging stocks with a senior analyst.
• Evaluated 50 real estate stocks with a team of six analysts.
• Built financial models of REITs and C-Corps and developed industry databases.
• Assessed stock valuations using intrinsic value analysis, net asset value analysis,
comparable multiples, and transaction multiples.
• Ranked #1 in 2001 and #3 in 2002 in stock picking among lodging industry analyst
teams by the Wall Street Journal.
• Evaluated management teams and the effectiveness of their strategies over time.
• Communicated analysis and recommendations through presentations to the equity
sales force during the “morning meeting” and published research reports.
• Learned how economic and industry trends translate into companies’ performance.
Capital Markets
• Advised analysts at investment firms on company and industry fundamentals.
• Learned the fundamentals of the capital raising and investment processes..
Leadership
• Built relationships with senior management teams at companies under coverage.
• Wrote a weekly lodging industry newsletter to increase visibility of analyst team.
• Led equity research associate recruiting efforts at two universities over two years.
1999—2001 KPMG CONSULTING Washington, DC
Consultant, Barents Group / International Economics & Financial Reform
Leadership & Management
• Managed staff and logistics on international economic and financial consulting
projects in several countries including Montenegro, Croatia, and Kazakhstan.
• Managed relationships with clients such as USAID, the World Bank, and the IFC.
• Focused on marketing consulting services to clients and business development.
• Led recruiting efforts to staff consulting projects requiring specific skill sets.
Emerging Markets Finance & Economics
• Assisted senior macroeconomist with building a national income account for Kosovo.
• Led a project analyzing corporate debt markets in Francophone West Africa.
Raul Morales
109 Ivy Drive, Apt. 6 (434) 960-1543 (C), (434) 220-6621 (H)
Charlottesville, VA 22903 MoralesR05@darden.virginia.edu
_____________________________________________________________________________________________________________________
EDUCATION
• Selected as the Class of 2005 international representative for the MBA Program Advisory Group.
• Sponsored to attend three-day conference Emerging Markets: Innovations in Portfolio Management.
• Darden Capital Management, Finance Club.
Universidad Iberoamericana Mexico City, Mexico

Bachelor of Arts in Economics, July 1998
• Academic Excellence Award.
• Elected Class Representative, 1995; selected as Teaching Assistant, Probability and Statistics, 1996.
_____________________________________________________________________________________________________________________
EXPERIENCE
2004 Merrill Lynch New York, NY

Summer Associate, Global Markets & Investment Banking
2000-2003 Merrill Lynch Mexico City, Mexico

Assistant Vice President, Latin America Equity Strategy Research
• Conducted in-depth analysis of Mexico’s politics, economy and financial markets focused on
designing equity investment strategies for institutional investors, sales and trading desks.
• Ranked as Mexico’s #1 two-man equity research team in 2002 by Latin Finance magazine.
• Assessed short-term and long-term implications of China’s emerging economic power on Mexico’s
competitiveness in an award-winning report co-authored with the Emerging Markets Strategy team.
• Discussed various potential IPOs with investment bankers and equity capital markets teams.
• Developed and strengthened relationships with several institutional investors by updating them with
investment insight and leading meetings with them and corporations’ management.
Analyst, Latin America Equity Research

• Performed a key role in the due diligence, financial modeling, valuation and research processes for
the $450 million IPO of a Mexican airports operator.
• Built models to analyze and forecast operating and financial performance of several companies
within the conglomerates, transportation, cement and construction industries.
• Communicated investment recommendations at morning calls with research, sales and trading teams.
• Designed and prepared client presentations for senior analysts’ marketing trips.
1998-2000 ABN AMRO Bank Mexico City, Mexico

Analyst, Latin America Corporate Banking
• Assumed significant relationship management responsibilities of diverse corporate accounts.
• Negotiated credit spreads between the bank’s trading desk and corporations’ management, tripling
sales target in 1999.
• Analyzed companies’ creditworthiness for various syndicated loans, assessed transaction risks,
structured proposals and presented them to credit committees.
_____________________________________________________________________________________________________________________
PERSONAL
• Passed Level II of the CFA program.

• Association for Investment Management and Research member.
• Native Spanish speaker, conversant in French.
• Enjoy playing the piano, classical music and playing golf.
RACHEL M. MORE
2401 Arlington Boulevard # 17 • Charlottesville, VA 22903 • (240) 277-5771 • morer05@darden.virginia.edu
EDUCATION
• Active member of Finance, Capital Management, Graduate Women in Business, and BBSF Clubs
• Candidate for Chartered Financial Analyst (CFA) Level I
INSTITUT SUPERIEUR EUROPEEN DE GESTION Paris, France
Bachelor of Science in International Management and Entrepreneurship May 2000
• GPA 3.80/4.0; Ranked among top 5% of the class
• Won $10,000 in a Business Plan Competition to start a TV production enterprise
• Secretary of Investment Management Club
• Obtained an International Business Management Certification at the University of California Riverside.
EXPERIENCE
M&T BANK, Buffalo, New York summer 2004

Summer Associate in Corporate Finance
• Extended internship include projects with the Finance Division and the Commercial Credit Division
AFRICAN AIDS FOUNDATION, Los Angeles, California
Executive Vice-President 2002 – 2003
• Prepared budgets and developed forecasts of working capital needed for our clinics over a five year period
• Created financial statements and footnotes that were read by tax authorities, donors and other stakeholders,
ensuring integrity in the bookkeeping process and performed financial analysis to increase efficiency
• Led the daily activities of four operational teams across three continents and solved cultural/political issues
• Negotiated alliances that led to the expansion of our operations to Cameroon and Zambia
• Conducted fundraising events and raised a total of $285 K for medical supplies for HIV orphans
AIG SUNAMERICA, Los Angeles, California
Financial Associate 2000 – 2002
• Managed financial transactions for accounts exceeding $1.5B, researched and corrected discrepancies
improving gain/loss efficiencies 85%. Awarded six Outstanding Quality Awards for excellent performance
• Developed cash flow reports to streamline cash transfers that led to 60% reduction in allocation errors
• Performed portfolio analysis and policy evaluations and released them to our clients on a quarterly basis
• Serviced client accounts through account creation, maintenance, reconciliation and financial reporting
• Served as the interface between Treasury, Portfolio Management and Legal & Compliance departments
• Trained recruits of the variable annuity group on cost visibility techniques
AMERICAN EXPRESS, Ontario, California
Financial Advisor Assistant Summer 1999
• Conducted quantitative financial analysis on bond and equity markets using modeling techniques and software
• Performed qualitative research on industries and companies
BARCLAYS BANK, Paris, France
Financial Consultant 1995 − 1997
• Recommended investment vehicles ranging from fixed income to equities depending on clients’ needs
• Acquired new clients through consultative selling skills increasing revenues by $1 MM
• Administered assets for high net worth clients with a total value of $5 MM
PERSONAL
• Native French, conversant in Spanish
• Won the French National Dancing Championship in 1994, and performed in 19 countries on 4 continents
• Co-founded a social enterprise of 40 educators to mentor 1,000 teenagers in inner city projects in Paris
• Strong interest in international development issues; enjoy reading, traveling and playing soccer
Franklin James Ryan Mossburg
1274 Swan Lake Drive, Apt 302 • Charlottesville, VA 22902 • (434) 977-3820 • MossburgF05@darden.virginia.edu
EDUCATION
• Member of Finance, Consulting, and Outdoor Clubs
• GMAT: 770
The Wharton School of the University of Pennsylvania Philadelphia, PA

Bachelor of Science in Economics, Concentration in Finance,
Minor, Asian and Middle Eastern Studies, May 1998
• Graduated Cum Laude, GPA 3.6
• Recipient, McGraw-Hill Merit Scholarship
• Studied Abroad at Beijing University, Center for Teaching Chinese to Foreigners, Fall 1996
• Performer, Writer and Director, The Mask and Wig Club of the University of Pennsylvania, 1994-1998
EXPERIENCE
SG Barr-Devlin, Summer 2004 New York, NY
Summer Associate, Mergers and Acquisitions
Accepted an offer to join the Summer Associate Class of 2004
Boston Pacific Company, Inc. 1998-2003 Washington, DC

A consulting firm which offers financial advisory and expert witness services to clients in the electricity and natural
gas business.
Project Manager
• Acquired and analyzed detailed purchase and output data to detect anti-competitive actions of a regulated utility and
calculate damages from those actions. Cooperated with lawyers and experts to develop and defend class action lawsuit
testimony through multiple hearings. Efforts led to over $70 million in ratepayer refunds and additional suits in two
other jurisdictions
• Led team in gathering data and creating Appendix A Market Power Analysis in support of Reliant Resources $2.9
billion acquisition of Orion Power. Coordinated with teams of lawyers, consultants and experts to deliver and defend
testimony
• Modeled potential savings of new multi-million dollar power plant development by analyzing extensive and detailed
utility data sets. Worked with developers and experts to simulate alternate dispatch and contract scenarios and develop
presentations detailing savings calculations for key political and regulatory bodies. Projected savings of up to over
$200 million per year for ratepayers
• Aggregated output of electric power market models with traditional financial models to predict future market revenues
for generation assets for asset sale from Columbia Energy to Orion Power. Outputs used to negotiate potential contract
buyouts.
• Examined detailed utility records to model potential benefits of gas/power swaps in support of multi-million dollar
lawsuit
• Performed market power analyses for inclusions in expert testimony in two state proceedings to support continuation of
competitive procurement processes
• Analyzed price data and contributed to writing of report; Still Waters Run Deep: Research on Price Volatility and the
Implications of that Research on FERC’s Standard Market Design. Helped present findings to Federal Energy
Regulatory Commission staff
• Helped prepare and present numerous offerings to clients and interested parties. Parties included independent power
producers, trade associations, law firms and the Federal Energy Regulatory Commission
• Promoted three times in five years, from Research Assistant to Project Manager
PERSONAL
• Proficient in Mandarin Chinese
• Avid reader (history and nonfiction), other interests include film, cooking, hiking, weightlifting and performing arts
RYAN P. NELSON
1958 Lewis Mountain Road ~ Charlottesville, VA 22903 ~ (704) 577-4024 ~ NelsonR05@darden.virginia.edu
EDUCATION DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA

• Finance Club, Darden Private Equity Network, Entrepreneur and Venture Capital Club.
• Elected as a Social Chair Representative for first-year class.
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL Chapel Hill, NC

Bachelor of Arts in Economics, August 1997
• Personally financed 100% of education with scholarships and full-time employment.
HAMPDEN-SYDNEY COLLEGE Hampden-Sydney, VA

Economics Major, 1993 - 1995
• Patrick Henry Merit Scholar, full four-year scholarship.
EXPERIENCE WACHOVIA SECURITIES Charlotte, NC

Summer 2004 Summer Associate, Investment Banking Division
• Accepted offer from the Mergers & Acquisitions/Financial Sponsors Group
1998 – 2003 FAIRPOINT COMMUNICATIONS, INC. Charlotte, NC

The nation’s 16th largest telephone company with annual revenue of $230 million. Funded by private
equity firms Thomas H. Lee Company, Kelso & Company, and Carousel Capital.
Director of Corporate Development

• Managed all M&A activity including interaction with sellers, valuation and bid strategy, execution
of due diligence, contract negotiation, and presentations to the Board of Directors.
• Identified and evaluated more than thirty acquisition opportunities. Negotiated and consummated
two acquisitions totaling over $50 million in enterprise value and the company’s first divestiture for
$24 million.
• Analyzed and assisted with all capital markets activity including a $450 million senior debt
refinancing, a $225 million senior notes offering, and a $60 million preferred stock repurchase.
• Reported directly to the CFO and served as a member of the Chairman/CEO’s eight-person strategic
planning committee.
• Offered a promotion to become Vice President and one of the Chairman/CEO’s five direct reports, but
declined in order to attend business school.
Manager, Strategic Analysis and Planning

• Trained and managed two analysts responsible for all LBO, DCF, and other financial analysis related
to acquisitions, business development projects, and corporate finance activity.
• Selected to a ten-person team that designed and implemented a restructuring plan for the company’s
under-performing subsidiary. Personally evaluated multiple cost structure and cash flow scenarios,
organized the closing of twenty offices, and coordinated the sale of the Northwest assets to a
strategic buyer.
Senior Financial Analyst/Financial Analyst, Corporate Development

• As an integral member of the four-person acquisition team, completed an industry-leading thirteen
telecom deals representing over $500 million in aggregate transaction value over a three-year period.
• Collaborated with investment bankers, attorneys, and equity sponsors to prepare financial models
and prospectuses for an IPO filing, a $200 million high-yield offering, a $400 million private equity
recapitalization, and a $200 million senior credit facility.
• Researched and monitored industry transactions, competitors, and acquisition target opportunities.
PERSONAL
• Volunteer for Junior Achievement, Red Cross, Children’s Miracle Network, and Beads for Needs, LLC.
• Interests include playing golf, watching college basketball and football, live music, and traveling.
Erin C. O’Hara, CPA
115 Harvest Drive, Charlottesville, VA 22903 • (617)504-8705 • OHaraE05@darden.virginia.edu
___________________________________________________________________________________________________
EDUCATION
• Consulting Club, General Management and Operations Club and Graduate Women in Business.
• Elected Admissions Representative.
College of the Holy Cross Worcester, MA

Bachelor of Arts, Economics/Accounting, May 1998
• Dean’s List.
• Varsity Field Hockey, Captain of team which won the Patriot League Championship.
___________________________________________________________________________________________________
EXPERIENCE
Summer 2004 Pfizer Inc., Summer Associate Global Pharmaceutical Finance New York, NY
2002 – 2003 Deloitte & Touche, LLP, Assurance and Advisory Services Division Boston, MA
Audit Manager
• Managed integrated teams of Deloitte & Touche and former Arthur Andersen personnel. Leveraged
existing client relationships resulting in the successful transition of a large multinational client.
• Benchmarked company audit results against industry peer groups to assist clients in assessing
performance and developing business strategy.
• Researched and analyzed implications of new accounting literature and regulations including
Sarbanes-Oxley and provided guidance to CFO’s and senior management on technical accounting
issues.
• Assessed the design and effectiveness of internal control structures, determined key risks and
identified recommendations for improvement. Resulted in structural improvements to several
internal control processes.
1998 – 2002 Arthur Andersen, LLP, Assurance and Business Advisory Division Boston, MA
Senior Auditor
Project Management
• Managed various audit engagements simultaneously including coordination with the client, staff,
managers and partners to ensure timely completion of projects in accordance with SEC requirements
and other client deadlines.
• Directed teams of two to five staff people. Responsible for daily instruction and coaching of staff as
well as formal evaluation and mentoring.
• Created deliverables to communicate the audit plan and subsequent results to the client including
members of senior management and audit committees.
Technical Analysis
• Performed audits and advisory services on companies whose main source of growth was through
business combinations including mergers and acquisitions in various industries including consumer
products, technology and pharmaceuticals.
• Assisted in the development of public stock offerings, including completion of SEC public company
filings and public debt offerings.
Client Servicing
• Identified opportunities for improvements to the audit process and implemented procedural changes
that were approved by senior management.
• Interacted with clients to understand expectations and introduce additional service opportunities.
Responsible for the coordination of all services provided to the office’s largest public client.
___________________________________________________________________________________________________
PERSONAL
• Successfully completed all four parts of the November 1998 CPA examination on the first attempt.
• Interests: running - two marathons to date and contemplating a third, photography, golfing, and reading.
Matthew (Man Kyu) Park
1237 Preston Ave. Apt 5, Charlottesville, VA 22903 • (434) 409 - 8934 • ParkM05@darden.virginia.edu
EDUCATION
• Member of Finance, General Management, and Asian Business Club.
YONSEI UNIVERSITY Seoul, Korea
Bachelor of Science, Electronic Engineering, February 1997
• GPA 3.55 (top 5%), Dean’s List six times.
• Winner of the prestigious “Micro Mouse Robot Contest of National Engineering Collegians” Award.
EXPERIENCE
LEHMAN BROTHERS (Summer 2004) Seoul, Korea
Summer Associate, Equity Research
• Accepted summer associate position in equity research of telecom industry.
KEYSAN TRADING, INC. (2002 – 2003) Seoul, Korea

A trading company focused on imports and exports of textile materials and chemicals
General Manager, Import/Export Department
• Fully responsible for launching a $3 million textile company in China after conducting financial due
diligence, projections and analysis of the Chinese textile market.
• Managed all aspects of import process for new products including water-proofing textiles, dyes for
use in textiles and chemicals to prevent wrinkles.
SK TELECOM (2000 – 2002) Seoul, Korea

Korea’s largest wireless service provider and global leader in CDMA technology
Operations Manager, Core Network Operations Division
• Designed software that reduced data processing time by 89% in the collection and evaluation of
statistical data from the switching system.
• Enhanced mobile phone quality by planning and extending the capacity of the signaling systems.
• Provided technological guidance in the development of “SKTelecom Satellite Internet Network,” a
satellite system designed to provide Internet service.
• Selected by senior management to receive the “SKTelecom MVP Award” for superior performance.
IRIDIUM KOREA (1997 – 2000) Seoul, Korea

First portable satellite phone service launched by Motorola
Iridium Satellite & Earth Terminal Specialist, Technology & Operation Division
• Increased Iridium subscribers +400% and revenues by +200% by heading an initiative that developed
new satellite products.
• Resolved a chronic technology problem that affected the satellite-link quality in the Earth Terminal
antenna and resulted in increased revenue by 20% and positive customer service relations.
• Standardized and completed a manual for the maintenance and operation of Iridium Earth Terminal.
• Tested and installed four satellite antennae at two sites: Choongjoo and Chinchon.
• Successfully supervised the construction of roads, buildings, and electricity grid for Earth Terminal.
• Analyzed the strategic issues and ran models to select optimal sites for the Iridium Earth Terminals,
and directed the purchase of real estate worth $6.5 million.
• Won the “Iridium Best Employee Award” twice.
PERSONAL
• Service leader of ‘The Good People’, a volunteer organization providing aid to Ethiopia.
• Competitive skier and golfer ; enjoy cooking ; extensive international travel
Jane H. Peacock
(C) 404.434.6937 • peacockj05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business, University of Virginia Charlottesville, VA
• Candidate for Masters of Business Administration, May 2005.
• Member: Finance Club, Graduate Women in Business, Opportunity Consultants, Inc.—Elected VP Business
Development, Outdoors Club—Elected VP Communications, Darden Technology Policy Team.
Princeton University Princeton, NJ

• A.B. History, June 1997.
• Princeton Student Agencies, Tuxedo Agency Manager. Managed a student-run tuxedo business. Increased
revenues by 20% to approximately $20,000.
EXPERIENCE
Summer2004 Merrill Lynch & Company, Inc. New York, NY
• Accepted offer to join Summer Associate Class of 2004 at Merrill Lynch Global Markets
2002-2003 Corporate Executive Board Washington, DC

Strategic research organization serving the Fortune 1000.
Associate Director, Marketing and Sales
• Top performing salesperson for Sales Executive Council research program as most junior member of the team.
Outperformed other reps by $100,000 for three consecutive quarters.
• Executed end-to-end sales cycles, from prospect identification, sales communications strategies, to close.
• Achieved over 105% of quarterly goals by selling over $500,000 in new business, including memberships for
senior sales executives at Tyson, Schwab, BellSouth, First Data, Cypress, and BEA.
• Selected as only Sales Executive Council Marketing and Sales person to participate in strategic planning process
to drive product and service innovations.
Account Director, Member Services
• Led nine person cross-functional team, including two direct reports, to efficiently coordinate client services.
• Brought in $500,000 in annual renewal revenue while actively managing 130 accounts.
• Developed solutions from the Corporate Executive Board’s research library as chairperson of interactive client
meetings to solve challenges facing EVPs, SVPs and VPs of Sales.
1999-2001 Bigstep, Inc. San Francisco, CA
Online service enabling small businesses to build and host their own Web sites.
Product Manager
• Directed product definition, strategy and implementation by conducting customer and market research, financial
analysis, project management, competitive reviews, and technical partner management.
• Led strategic project to redefine Bigstep’s business model to help achieve company profitability.
• Ran 15 person technical project team to implement new business model. Defined key product requirements via
competitive analysis, user interviews, and technical constraints to convert the Bigstep platform to a for-fee service
in ten weeks.
Associate Product Manager
• Managed and successfully released the first project built on the billing platform. Service revenue recognized for
the first time via this project.
• Drove product strategy for the Marketing and Communication business unit.
• Identified, evaluated, and signed partners for two Bigstep services. Actively managed a total of five technology
partners concurrently including technical implementations with two of the partners.
1997-1999 Trilogy, Inc. / pcOrder, Inc. Austin, TX
E-Commerce enterprise software, content, and services provider for the computer industry.
Marketing Manager
• Delivered leads to sales team via integrated direct mail and telemarketing campaigns, trade shows, and marketing
collateral. Managed corporate positioning of pcOrder software and services.
• Played critical role in closing $36MM strategic sale by planning and executing a recruiting campaign to ensure
potential client’s technical staff requirements were met. Campaign resulted in a 120% increase in resumes and 6
full time hires in 8 weeks, which exceeded client requirements and met budget constraints.
PERSONAL • Consultant and technical support lead for Wild Forever Adventures, a family-owned business
• Running with injuries, hiking, reading fiction and history
DAVID A. PERDUE
116 Ivy Drive Apartment # 1 ▪ Charlottesville, VA 22903 ▪ 415.810.4170 ▪ PerdueD05@Darden.Virginia.edu
EDUCATION
• Raven Society, One of three first-year students elected to the honor society of the University of Virginia
• Member of the Dean’s Long Range Advisory Committee
• Chief Financial Officer, University of Virginia Student Council
• Finalist, Walter Shipley Leadership Case Competition - $9,000 Team Prize
• 750 GMAT (99th percentile)
VANDERBILT UNIVERSITY Nashville, TN

Bachelor of Arts: Economics, May 2000
Bachelor of Arts: East Asian Studies, May 2000
• Three-year captain Vanderbilt Rugby Team
EXPERIENCE
GOLDMAN, SACHS & CO. New York, NY
Summer 2004 Summer Associate - Investment Banking division
AT&T Bridgewater, NJ
2002-2003 Manager – Managed Services Business Planning and Strategy Group
• Consolidated and analyzed business plan and operating results for $6B division.
• Developed monthly presentation of operating performance. Delivered to Vice President and Senior Vice
President for presentation to President of AT&T.
• Modeled alternative structures for public financial statements. New allocation provided additional
product granularity and was incorporated into quarterly earnings release.
• Coordinated cross-functional team to create new volume reporting process. Resulted in 50% cycle time
improvement.
CONCERT B.V. (Global Venture of AT&T and British Telecom) San Francisco, CA
2001-2002 Senior Financial Analyst – Strategy and Corporate Development Group
• Constructed five-year strategic plan, P&L, balance sheet and cash flow models.
• Partnered with Venture Capitalists to develop Investor Memorandum and model impacts of various
funding options.
• Analyzed balance sheet leverage, working capital management and Dunn and Bradstreet reports to
determine credit history of potential merchant partners.
2000-2001 M&A Project Analyst – Strategy and Corporate Development Group Atlanta, GA
• Developed and used financial models to value impact of potential M&A transactions. Models included
pro-forma revenue and cash flow projections, discounted cash flow and merger consequences.
• Analyzed public statements and analyst reports to determine market comparables for financial
performance and strategic positioning.
• Created deal presentations for senior management team. Incorporated strategic objectives, financial
projections, transaction structure and expected synergies.
PRUDENTIAL SECURITIES Nashville, TN

Spring 2000 Portfolio Analyst (Intern)
• Collected and analyzed mutual fund data for investment model testing.
AWARDS
• Achieved AT&T high-potential manager ranking.
• Twice recognized with Managed Services Excellence Award for outstanding performance and teamwork.
ADDITIONAL
• Four years of study in Mandarin Chinese.
• Lived in or traveled to 4 continents, 24 countries, and 45 of the United States.
JUSTIN D. PINKHAM
2400 Arlington Blvd. #15 ● Charlottesville, VA 22903 ● (540) 429-1781 ● PinkhamJ05@darden.virginia.edu
EDUCATION
• Member Finance and General Management Clubs
Pennsylvania State University University Park, PA
Masters of Science, Aerospace Engineering, August 1998
• Full Academic Scholarship and Wherry Fellowship Recipient
• Authored and published three research papers
Cornell University Ithaca, NY
Bachelor of Science, Mechanical and Aerospace Engineering, Cum Laude, May 1996
EXPERIENCE
Summer 2004 General Motors, Treasurer’s Office
• Accepted summer internship position as a Senior Financial Analyst
2003 The Boeing Company McLean, VA

Engineer, Air Traffic Management Division
• Evaluated and prioritized technology concepts to support future air traffic management solutions.
• Developed and wrote $18.5MM proposal to modernize Taiwan’s air traffic management system.
• Selected by senior management for 10-person task force to integrate Division’s R&D efforts.
1999-2003 Booz Allen Hamilton, Inc. McLean, VA

Senior Consultant, International Aviation Group
Provided strategic and technical guidance to international and domestic government organizations on aerospace
and aviation issues.
Project Management
• Developed goals, business strategy, and performance measures as the Task Manager of multi-year effort to
better manage safety personnel and programs for the Federal Aviation Administration (FAA). Improved
runway safety by 22% overall at U.S. airports nationwide in two years.
• Advised and prepared FAA for successful congressional testimony on national runway safety
• Managed the creation and roll-out of a web-based knowledge tool worth $350K to enable a U.S. government
agency to make more effective aviation safety decisions.
• Led the development and delivery of a comprehensive program management plan to guide a U.S. government
agency’s design of its proposed air traffic management system.
• Designed, facilitated, and managed an intensive four-week workshop for a 10-person team of aviation industry
experts to analyze recurring safety issues. Negotiated project scope and $130K contract price.
• Mentored several new consultants on analysis and communication skills during project engagements.
Analysis
• Developed, co-authored, and produced report on runway safety, passing congressional and media scrutiny and
becoming the first, as noted by Aviation Weekly, to assess the levels of these risks.
• Created a risk assessment methodology to evaluate airports’ susceptibility to aviation incidents, enabling the
client to better prioritize and allocate its resources.
• Analyzed airport operations and proposed strategies to improve airport security at major U.S. airports that led
the U.S. government to consider alternative security solutions such as airport federalization.
• Assessed the economic impact ($850MM) of Budapest International Airport through comparative industry
analyses that justified the airport’s planned expansion activities.
• Assisted Russia’s government through the requirements definition, financing, and procurement process for a
$40MM air traffic management modernization project.
• Developed and presented analyses securing initial client work that eventually grew into $750K/year.
• Wrote several successful proposals worth a combined total of approximately $1MM.
PERSONAL
• Trained and tried out for two semi-professional basketball teams (CBA).
• Avid skier
DOMINIC POMPONI
65F Barclay Place Court • Charlottesville, Virginia 22901
(202) 262-1354 • pomponid05@darden.virginia.edu
EDUCATION____________________________________________________________________
The University of Virginia May 2005
Candidate for Masters of Business Administration
• Finance Club, Darden Christian Fellowship Leadership Team & Business Technology Club
• 2004 Darden Business Concept Semi-Finalist
• 2004 Deloitte Consulting Challenge Finalist
Villanova University Villanova, PA

Bachelor of Science in Economics; Minor in Computer Science May 1998
• Dean’s List, Gamma Phi Honor Society, GPA in major: 3.6
• Villanova Athletic Department, Corporate Sponsorship Office intern throughout four years
EXPERIENCE___________________________________________________________________
FRIEDMAN BILLINGS RAMSEY Arlington, VA
Summer Associate, Investment Banking Division Summer 2004
BANTU, INCORPORATED Washington, DC

Leader in Enterprise Instant Messaging Software for Business and Government Dec. 1999 – Aug. 2003
Director, National Accounts
Strategy
• Developed the sales and pipeline section of Bantu’s business plan that resulted in a $2 million sale of the
company’s inTandem software and a $12 million strategic investment from Mail.com, Inc.
• Analyzed Bantu’s distribution strategy and recommended a shift to installed server software, which increased
revenue from $250,000 to $2.5 million in three years.
• Performed instant messaging market analysis and applied results to assist senior management in the creation of
Bantu’s pricing model.
Sales
• Completed $1.5 million in direct sales of software and professional services resulting in a 350% growth in Bantu’s
sales revenue between 2001-2003.
• Managed all Eastern United States and European enterprise accounts totaling $1.5 million. Customers included
HSBC, US Army, US Air Force, SAIC, webMethods, and Booz Allen Hamilton.
• Initiated and closed six re-seller and OEM relationships that included Citrix, Data Connection, and SRA Int’l.
• Managed Bantu Messenger implementation for twelve customers and generated $230,000 in revenue through add-
on sale of additional services.
• Managed two sales engineers, two network engineers, and three integration consultants during all sales cycles and
customer implementations.
ERNST & YOUNG, LLP Falls Church, VA

Staff Consultant, SAP Service Line Jun. 1998 – Dec. 1999
• Led and managed Project Systems Team, which included three client members and two Ernst & Young Staff
Consultants, during an accelerated 9-month ERP implementation of SAP R/3.
• Taught a two-week course on the SAP Project Systems, Financials and Controlling modules for 20 client team
members.
• Created the Project Systems section and coordinated all creation and delivery logistics for a new business proposal,
which resulted in a multi-million dollar SAP implementation contract from a Fortune 500 company.
SKILLS/INTERESTS_____________________________________________________________
• SAP R/3 Financial and Controlling Certified (FI/CO); proficient with Excel, PowerPoint, MS Project
• Served as a high school counselor at Fourth Presbyterian Church for four years
• Interests include: cycling, cooking, and habitat for humanity
Stephane Prigent
120-9 Ivy Drive ● Charlottesville, VA 22903 ● (434) 981-5632 ● PrigentS05@darden.virginia.edu
EDUCATION

• VP Admission of the European Society
• Active member of Finance Club and Asset Management Club
I.P.A.G., BUSINESS SCHOOL Paris, France

Bachelor of Arts in Commerce, June 1998
• President of the Athletic Club
EXPERIENCE
LEHMAN BROTHERS – Capital Market Division London, UK

Summer associate, (Summer 2004)
• Accepted an offer to join the summer associate class of 2004
BNP PARIBAS – Commercial Banking Paris, France

Bank Manager, Vendome Square (August 2001 – July 2003)
• Directed one of the largest and wealthiest BNP Paribas branches in France, servicing over 10,000
customers and managing over EUR 1 billion in assets
• Managed a team of 25 people, including 11 salespeople, 7 tellers, and 7 administrative personnel
• Oversaw the post-merger integration of Paribas customer accounts into BNP by coordinating the
activities of seven consulting teams, collecting customer feedback, and defining new service policies
• Advised largest customer accounts with assets greater than EUR 10 millions
• Increased branch revenues 30%
BNP PARIBAS – Wealth Management Paris, France

Private Wealth Manager (September 1998 – August 2001)
• Gathered over EUR 50 million in assets and 100 customers by utilizing a personal network of contacts
• Managed portfolio of clients with assets above EUR 500,000 by structuring customized equities, fixed
income and derivatives products
• Oversaw the cross-selling of products and services with BNP Paribas’ corporate department,
responsible for making unsolicited calls to potential clients
• Received the best Parisian salesperson award in 2000 and ranked second in 1999 out of 50 people
• Led a team of four wealth managers with combined assets under management of EUR 150 million
NSM ASSET MANAGEMENT Paris, France

ABN AMRO subsidiary; one of the oldest and most prestigious French wealth management banks
Financial Analyst Intern (January 1998 – June 1998)
• Analyzed the performance and composition of funds under bank management by creating financial
models
• Participated in the creation of a new high-yield bond fund by analyzing international competitors’
research
• Prepared firm’s response to call for bids from institutional customers seeking the most advantageous
investment vehicle placements
PERSONAL
• Fluent in English and French, basic knowledge of German

• Avid tennis player (coach’s diploma), golfer (handicap: 28) and soccer player
A. Steven Pritzker
118 Ivy Drive, Apt. 3, Charlottesville, VA 22903 • 703-200-1309 • PritzkerA05@darden.virginia.edu
_______________________________________________________________________________________________
Education
Darden Graduate School of Business, University of Virginia. Charlottesville, VA
Candidate for Master of Business Administration, May 2005.
• Member of General Management, Finance and Net Impact Clubs.
• Graduate Assistant, University of Virginia Varsity Rowing.
• Academic Tutor for undergraduate students.
Yale University, B.A. 1999. New Haven, CT
• Sociology Major. Selected for intensive major with concentration in Organizational Behavior.
Senior Thesis Topic: Case Study of KPMG – Effect on Efficiency of Horizontal Versus Vertical Integration.
Selected as Schwartz Research Fellow.
• Yale Varsity Heavyweight Rowing, Coxswain. Four-year varsity letter award; Gold medal, Royal Henley Regatta
(England); Gold and silver medals, Eastern Sprints Regatta; Invitation to U.S. National Team Camp; Named to 1995
Washington Post All-Metropolitan Rowing Team; Gold medal, International Universities Regatta, Beijing, China.
Experience
Kingdon Capital Management, Associate. July 2001 - April 2003. New York, NY
• Analyzed companies’ income statements, balance sheets and cash flow statements to pick outperforming stocks
within retail, restaurant and waste management industries, resulting in substantial returns during two-year period.
• Advised senior portfolio managers at hedge fund on selecting stocks within small, medium and large cap indices.
• Developed proprietary valuation model, using a variety of cash flow and earnings analyses, to evaluate investments
across sectors and industries.
• Assessed and structured retail portfolio for reduction of risk factors.
• Researched and identified small cap investment ideas with higher risk / return profiles for additional return on
investments.
• Built relationships with senior management at domestic Fortune 500 retail companies.
Credit Suisse First Boston, Equity Sales Analyst / Associate. July 1999 - July 2001. New York, NY
• Provided coverage to major institutional clients, accounting for revenues of over $50 million.
• Researched and communicated investment ideas and financial analysis to internal and external investment teams.
• Registered Licensed Broker (Series 7 and 63 Examinations).
• Sole member of equity class promoted from Analyst to Associate. Ranked in highest tier of sales analysts.
Yale Cake Agency, Senior Manager. 1997-1999. New Haven, CT
• Managed all operations of an on-campus dessert and party preparation business, including a $15,000 budget.
Prepared financial statements and negotiated contracts with vendors.
• Increased revenues and operating margins and increased operating profits by 95%.
• Appointed to Yale Student Agency Advisory Committee, overseeing operations of 12 student-run businesses with
total revenues of $150,000.
KPMG, Data Analyst. Summer 1998. Washington, DC
• Created and supported database for United States Postal Service Delivery Redesign Project.
Prior Summer Employment: Sallie Mae, Advantage International, and Northern Virginia Regional Park Authority.
Personal Interests:
• Rowing. Coached community adult rowing program in Alexandria, VA. Member of Power Ten Rowing Club,
supporting youth and community rowing programs.
• Long-distance running. Ran New York City Marathon 2002.
• Eagle Scout. Designed and supervised building of erosion control project in Rock Creek National Park.
MIKAEL J. PSCHERA
101 Ivy Drive, Apt. # 7 • Charlottesville, VA 22903 • (434) 227-0323 • pscheram05@darden.virginia.edu
EDUCATION
Candidate for Masters of Business Administration, May 2005.
• Member of Finance Club, General Management and Operations Club, and European Society.
BOSTON UNIVERSITY Boston, MA
Bachelor of Arts in Economics, School of Liberal Arts, May 1995.
• Summa Cum Laude with Distinction, Phi Beta Kappa.
Bachelor of Science in Business Administration, School of Management, May 1995.
• Summa Cum Laude, Beta Gamma Sigma. Concentration in Finance and Accounting.
EXPERIENCE
CITIGROUP GLOBAL MARKETS New York, NY, Summer 2004
Summer Associate − Investment banking division.
• Accepted offer to join the Summer Associate Class of 2004 at Citigroup Global Markets.
CAMBIT CONSULTING COMPANY Stockholm, Sweden, 2002-2003

Consultant − Management consulting firm providing business development, corporate strategy, and customer
segmentation services to the travel, financial services, and power industries.
• Led client team that executed customer segmentation of 1.2 million corporate and residential customers
for a leading Nordic power company, resulting in a re-designed service and pricing strategy.
• Developed new product offerings for a Scandinavian financial services company by aligning credit
card product features offered with customer needs and profitability for 4,200 corporate accounts.
• Completed a $500K fund raising process for a UK-based real estate condominium construction firm.
THE MONITOR COMPANY Boston, MA, 2000-2001

− MONITOR ADVISORY FOR STRATEGIC TRANSACTIONS London, UK, 1999-2000
Associate / Financial Analyst − Financial advisory group specializing in strategic transactions, mergers and
acquisitions, divestitures, and partnerships.
• Evaluated divestitures for global media, pharmaceutical, and professional services firms, integrating
corporate strategy and financial considerations, with deal values ranging from $80M to $1.5B.
• Established product marketing partnerships, projected to generate $35M in annual revenues, between a
technology client and five US-based professional services firms.
• Structured a $4B LBO opportunity for a Scandinavian manufacturing company, and marketed the
opportunity to leading LBO and financial services firms in the US and Europe.
• Executed a $31M first round fundraising engagement for a UK-based technology company, and an
$80M divestiture of a business unit for a professional services firm.
• Recruited financial analysts and office staff for the US and UK offices of the company.
• Worked with senior client management teams in Germany, France, Greece, Sweden, UK, and the US.
THE MONITOR COMPANY Stockholm, Sweden, 1998-1999

− THE ACTION COMPANY Boston, MA, 1996-1998
Management Consultant − Global strategy consulting firm providing advice focused around creating
competitive and durable advantage in the marketplace.
• Provided on-going business development advice for a leading US gaming and entertainment company,
resulting in the acquisition of several software companies and the divestiture of a subsidiary.
• Established Monitor Company’s Stockholm office in 1998 and helped secure key client relationships in
the airline and insurance industries.
• Analyzed the financial impact of a $200M travel agent remuneration model change for a Scandinavian
airline company, and managed the introduction of new service concept targeting corporate travelers.
• Worked on project teams with clients in the pharmaceutical, insurance, financial services, light and
heavy industrial manufacturing, industrial minerals, media, and soft drink industries.
• Gained significant consulting experience in Sweden, Norway, Denmark, UK, and the US.
PERSONAL
• Native Swedish speaker, working knowledge of German and Finnish.
• Enjoy skiing, scuba diving, and traveling.
• Authorized to work in the US and Europe without restrictions.
BRENDAN T. RYAN
Summer Contact Information: (617) 470-5671, RyanB05@darden.virginia.edu
EDUCATION
• Member of the Finance Club and the Darden Private Equity Network
• GMAT: 710
• Elected Section Sports Representative
Bowdoin College Brunswick, ME

A.B. in Government/Legal Studies with a minor in Classics, May 1999
• Dean’s List
• Varsity Football Captain 1998
• Recipient of Bowdoin Club of Portland Award for exemplary leadership and determination during
the 1998 football season
• Elected to All-NESCAC team and All New England Regional team (Division 2 and 3), 1998
EXPERIENCE Bear Stearns New York, NY

Summer 2004 Summer Associate, Investment Banking Division
• Accepted a position in 10 week generalist program.
Landmark Partners, Inc. Simsbury, CT

2001-2003 Associate, Private Equity Secondary Investment Team Member
Transaction and Analysis Experience
• Valued over 50 prospective secondary private equity portfolio acquisitions totaling approximately
$1.0 billion in value through the use of discounted cash flow models, public company
comparables, industry research, and industry contacts. Closely involved in the investment
committee recommendation and approval process.
• Sourced, structured, and closed two secondary transactions totaling $350K in value.
• Led internal liquidity and performance review of Landmark Secondary Partners IX, L.P., a $357M
fund devoted to secondary private equity acquisitions. Estimated the potential exit timing and
value of over 300 Landmark underlying private and public company investments.
Industry Relationship Responsibilities
• Arranged and led introductory meetings with Private Equity Fund Managers whose Partnerships
were acquired by Landmark’s secondary investment funds.
• Facilitated annual performance review meetings with Private Equity Fund Managers invested in
by Landmark’s secondary investment funds.
Fundraising and Marketing Responsibilities
• Composed several portions of the private placement memorandum for Landmark Private Equity
Fund IX, L.P., Landmark Equity Partners X, L.P., and Landmark Equity Partners XI, L.P.
• Coordinated financial, historical, and performance data for the firm’s fundraising presentations.
Leadership
• Recruited and interviewed prospective analysts.
• Supervised Landmark’s four analysts.
1999-2001 Analyst
• Supported Secondary Investment Team with relevant public company comparables information
and private company financing information through industry research.
• Generated quarterly business and financial reports for seven Landmark institutional investor funds
using Excel spreadsheets and custom database reports.
• Tracked and analyzed the performance of over 1,000 Landmark underlying company investments
for internal analysis and performance review.
• Prepared presentation slides and materials for Landmark annual investor meeting.
• Performed various accounting tasks including financial statement analysis, IRR calculations, and
cash flow tracking.
PERSONAL
• Active in the Bowdoin Alumni Association.
• Enjoy reading, running, basketball, golf, and skiing.
RALPH SAN MARTIN
83E Barclay Place Ct • Charlottesville, VA 22901 • Phone (786) 525-1961• email:sanmartinr05@darden.virginia.edu
____________________________________________________________________________________________
EDUCATION
• President Hispanic American Network at Darden
• Member of General Management and Operations Club, Finance Club,
Consortium for Graduate Study in Management
Florida International University Miami, FL

Bachelor of Business Administration, August 2001
____________________________________________________________________________________________
EXPERIENCE
Summer 2004 DaimlerChrysler Corporation Auburn Hills, MI
Advance Degree Development Program, Corporate Finance
2001-2003 INTELLISOURCE Miami, FL

Partner/Director of Business Development
Intellisource is a value added reseller of Computer Hardware.
• Founded startup and managed business operations including client development, creating and
managing financial projections and building vendor relations.
• Generated over $500,000 in revenue within the first 9 months of operation.
• Developed business plan and marketing strategy.
• Transitioned company’s marketing focus from corporate customers to brokers – in light of
economic downturn and reduced spending by corporations.
1996-2003 TIGERDIRECT Miami, FL

Senior Account Manager
TigerDirect is a computer hardware and software retailer.
• Developed and managed over one hundred corporate / educational accounts.
• Negotiated technology prices with distributors and manufacturers and forecasted revenues.
• Created process to identify and manage prospective accounts based on profitability - adopted
by 40 percent of sales agents.
Leadership
• Trained and mentored new account managers (24 account managers over a period of 3 years).
• Sales team lead in identifying key components of total customer satisfaction, resulting in a
10% increase in revenues.
• Designed and enhanced several standard account management forms currently in use.
Sales
• Ranked in top five in corporate sales team (First to surpass $2MM in annual sales).
• Awarded “Top Gun” Sales Representative status - consistently ranked in the top 10% of sales
force.
• Accounted for 7% of total departmental sales.
• Ranked number one out of thirty in corporate sales for average dollar value per order.
1995-1996 PRECISION RESPONSE CORPORATION Miami, FL

Supervisor
Precision Response Corporation is a leader in intelligent Customer Relationship Management.
• Trained 48 new employees in procedures and policies of company.
• Created and maintained “productivity tracking system” to generate daily productivity reports.
• Evaluated productivity through the review of employee reports and advised on areas of
improvement.
____________________________________________________________________________________________
PERSONAL
• Enjoy playing golf, fantasy football and baseball.
• Member of National Society of Hispanic MBAs; Proficient in Spanish.
Adam D. Saphier
113 Running Fox Lane ● Charlottesville, VA 22902 ● (434) 409-2047 ● SaphierA05@darden.virgina.edu
EDUCATION
• Club Memberships: Real Estate, Finance, Christmas in April GMAT: 710
POMONA COLLEGE Claremont, CA
Bachelor of Arts, Major in Economics, May 1999
• Captain of Men’s Tennis Team, 1999
EXPERIENCE
CORAL REEF ALLIANCE San Francisco, CA
Packard Environment Fellow Summer 2004
• Accepted offer to perform research and present analysis to World Bank
SAPHIER SECURITIES, LP
Hedge Fund Manager 2002- 2003
• Managed own hedge fund after raising a total of $1 million from six investors
• Communicated my business strategy to prospective investors through individual presentations
and my written business plan
• Implemented trading strategies for stocks and stock options to manage diversifiable risk
• Analyzed companies’ financial statements and identified superior investment opportunities
• Identified trading opportunities through technical analysis of stock price and volume
movements
• In charge of corporate disclosures and reporting to investors
MBT, LLC
Junior Equity Options Trader 2001-2002
• Traded equity options on the Pacific Options Exchange for firm of market makers
• Hedged financial risk of options positions by trading underlying stocks
• In charge of monitoring financial developments through direct communication with financial
officers
• Identified volatility arbitrage opportunities through analysis
TIMBER HILL, LLC
Junior Equity Options Trader 2001
• Analyzed live option prices in trading pits on the Pacific Options Exchange to find profitable
trades
• Ranked first in Timber Hill training program
• Priced options with the Black-Scholes model in the Timber Hill training program
• Helped execute trades efficiently using Pacific Options Exchange software
WILLIAM M. MERCER, INC
Financial Analyst 1999-2001
• Managed team of four coworkers on two $20,000 communications projects
• Analyzed the financial performance of clients’ group benefit plan portfolios
• Developed financial models for managing and forecasting group benefit plan cash flows
• Developed marketing documents to request group benefit plan proposals from insurance
carriers
• Evaluated insurance carriers’ proposals to provide decision support in client plan selection
PERSONAL INTERESTS: Habitat for Humanity, surfing, reading and international travel
GUILHERME DE PUPPI E SILVA
2426 Arlington Blvd # G4 – Charlottesville, VA 22.903 • (434) 972-9721 • silvag05@darden.virginia.edu
EDUCATION Darden Graduate School of Business Administration - University of Virginia Charlottesville, VA

Candidate for Master in Business Administration, Class of 2005
Member of Finance Club and Latin America Student Association
Approved to be part of Program A, a full-time MBA sponsorship program abroad
Fundacao Getulio Vargas / EASP Sao Paulo, Brazil

Itau Management Development Program - Banking
Speaker at graduation ceremony
Fundacao Getulio Vargas / ISAE Mercosul Curitiba, Brazil

Business Specialization - Top 1st%, with a score of 95 out of 100
Universidade Federal do Paraná Curitiba, Brazil

Bachelor in Engineering / March 1997
Elected President of the Graduation Committee
Co-founder of the Albatross Project, designed to improve the quality of the Civil Engineering Course
EXPERIENCE
Summer 2004 Banco Itau S/A - Credit Analysis Sao Paulo, Brazil
• Accepted an offer to develop a credit raking system for middle-market companies;
2.001 - 2.003 Banco Itau S/A - Plataforma Empresas Central Sao Paulo, Brazil
Senior Manager and Vice President of the Credit Committee
Leadership
• Led a team of seven people in Commercial Banking Business, performing credit analyses, strategy to attract
investments, provided financial service and interviewed CEOs of middle market companies.
• Developed a project to improve the unit’s productivity by reducing bureaucracy and focusing on revenue.
• Tailored and implement course for thirty managers concerning strategies to achieve the areas goals.
• Coached a trainee two junior managers in lending and credit analyses.
Sales
• Supervised 350 accounts and over US$ 10 MM in assets and US$ 40 MM in investment portfolio
• Designed and coordinated a strategy to develop the investment portfolio, increasing it by 36% above target.
1.998 - 2.001 Banco Itau S/A - Plataforma Empresas Curitiba Curitiba, Brazil
Hired as a trainee, Manager in 40 months (usually time - 70 months)
Leadership
• Improved the department ranking from 14th to 5th in assets and quantity of clients.
• Trained a team of four assistants in attracting investments, improving in US$ 4 MM in two months.
• Designed and presented courses to my co-workers in new products launched by the bank’s board.
• Co-designed a project to increase the number of clients using the internet, reducing operational costs in 20%.
Sales
• Increased the relationship with 80 clients, including lending, investments and financial services.
• Increased the assets by 40% per year, 50% above the goal.
1.996 - 1.998 Versailles Engenharia Civil Ltda Curitiba, Brazil

Partner and President
• Led company’s operations, including construction of private buildings, human resources, financial control
and clients’ relationship.
• Managed a budget of US$ 1,5 MM, 300 employees and 23 new clients in 29 months of activities.
ADDITIONAL INFORMATION (Interests)

Languages: fluent in Portuguese and English, conversant in Spanish.
Traveled extensively. Enjoy Scuba diving and team games.
Member of the counseling board of the University Alumni Association.
Provided strategic planning advice for Francisco Bertoncello Foundation, a non-profit organization helping
orphan children.
Virginia (Ling-Yun) Song
SongL05@darden.virginia.edu • 180 Wahoo Way, #433B • Charlottesville, VA 22903 • (857) 829-1300
EDUCATION
• Member of the Finance, General Management, Rowing, Outdoor Clubs and Cold Call Chorus
• Participant in Thunderbird Consulting Innovation, Brand Management and Deloitte Case Challenge
• Section A finance review coordinator
THE UNIVERSITY OF IOWA Iowa City, IA

Bachelor of Science in Applied Statistics, May 1999
• Selected as teaching assistant in “ Business Statistics” at University of Iowa Tippie Graduate School of Business
• GPA in major: 3.5
EXPERIENCE
CITIGROUP - CitiCard NewYork, NY
Leadership Development Program/Risk Management Summer 2004
GE CAPITAL Westborough, MA
Global Risk Analyst - Vendor Financial Services (VFS) 2001-2003
Leadership
• Led a cross-functional and cross-cultural team of nine analysts that redesigned business processes with six sigma
tools, resulting in a 50% reduction in performance reporting time.
• Earned distinctive Bravo Award for leadership as a result of initiating and improving six sigma reporting project.
• Awarded Green Belt title in Six Sigma training.
Strategy
• Developed a business operations strategy for VFS division by utilizing the portfolio risk analysis and yield model
to forecast potential loss and recommend a $10 million reserve volume.
• Consulted a $19 billion Fortune 500 client by identifying risk/returns in equity, debt, and foreign exchange
markets. Finding led to decisions on equipment leasing businesses domestically and globally.
Analysis
• Managed a $700 million receivable volume and conducted portfolio performance and trends presentations to the
executive management at GE Capital and client, and cross-functional teams.
• Modeled and analyzed international geopolitical risk, focusing on monetary and fiscal policies, balance of
payments, regional politics, and financial markets by using Focus statistical tool.
• Evaluated $200,000 credit approvals for client’s vendors submitting business to GE Capital.
U.S. BANCORP Minneapolis, MN

Credit Risk Analyst - Credit Cycle Management & Customer Relationship Management Groups 1999-2001
Leadership
• Managed eight-person team that upgraded the account origination process by analyzing customer application data,
and designed new credit scorecards, determining new cut-off FICO score and implementing changes in account
origination system.
• Led and mentored a five-member team that corrected a backlog of 2,500 accounts valued over $20 million.
Strategy
• Enhanced operating efficiencies for the Credit Cycle Management group and directed the development of standard
benchmark reports for consumer and small business cards and lines, home equity portfolios, and purpose finance,
resulting in new Customer relationship management strategy.
Analysis
• Evaluated and improved a new Relationship Management System through quantitative data analysis by using SAS
statistical tool, resulting in analyzed customer behavior.
• Designed and implemented account transfer policies and online forms to safeguard against future backlogs.
PERSONAL
• U.S. Permanent Resident and Green Card Holder
• Actively attend numerous professional training and seminar sessions and hold several professional certificates
from: The Fair Isaac Seminar, The Harvard Extension School and the University of St. Thomas.
• Charter leader of GE Capital communities’ volunteer organization.
• Fluent in Chinese and English. Accomplished painter, violist, and active oarsman.
C W JAMES VAN MILDER
Summer Contact Info: (Cell) 703-624-8705 • VanMilderC05@darden.virginia.edu
_____________________________________________________________________________________________
EDUCATION
University of Virginia CHARLOTTESVILLE, VA
• Elected President – Darden Military Association
• Member of Finance, Darden Capital Management and General Management & Operations Clubs.
United States Naval Academy ANNAPOLIS, MD
Bachelor of Science, Economics, May 1997
• Elected President, Brigade Social Affairs Cmt.; Midshipman Action Group (Coordinator), awarded
Meritorious Unit Commendation Medal for community service/academics, Aikido Club (VP).
___________________________________________________________________________________________________
EXPERIENCE
LEGG MASON WOOD WALKER SUMMER 2004
Summer Associate, Investment Banking BALTIMORE, MD
• Accepted an offer to do two five-week investment banking rotations.
UNITED STATES NAVY - SURFACE WARFARE OFFICER, LIEUTENANT

• Top Secret Clearance with access to sensitive compartmented information.
Operations Analyst 2002-2003
Center for Naval Analyses (CNA) ALEXANDRIA, VA
• Assessed future needs, recommended new technology initiatives and developed long-range plans for Naval
Gun Fire Support, increasing the creation and procurement of new naval munitions by 30%.
• Briefed the Deputy Assistant Secretary of the Navy on recommendations for tactical consideration of ship’s
speed prompting development and implementation of policy towards a faster, lighter naval force.
• Performed damage assessment on Tomahawk missile strikes during and after Operation Iraqi Freedom,
leading to improved tactical deployment.
Operations/Cost Analyst 2001-2002
Naval Center for Cost Analysis (NCCA) WASHINGTON, D.C.
• Developed with four person team an independent cost estimate on a Navy satellite communications system
creating models for estimating the cost of the system, saving the Navy $700 M in life cycle budget costs.
• Crafted models revealing cost inefficiencies and development synergies to estimate future costs related to
the development of an air-to-surface missile, resulting in $250 MM savings in production costs.
• Conducted economic analyses on a lightweight field artillery gun, proving the weapon to be an effective
and cost efficient alternative to the legacy platform.
Surface Line Division Officer 1997-2001
USS TAYLOR (FFG 50), USS ROBERT G BRADLEY (FFG 49) JACKSONVILLE, FL
• Responsible at sea for operation of $500 MM vessel with crew of over 200 sailors daily while on watch.
Personally selected by the Commanding Officer to navigate and control the ship in over 100 special
maneuvering actions including missile launches, refueling at sea and docking.
• Managed maintenance operations as well as training and professional development of 45 technicians,
mechanics and firefighters. Fuel conservation efforts directly resulted in USS TAYLOR winning the 2000
Secretary of Defense Energy Conservation Award.
• Directed the efforts of 220 sailors in fire fighting, flood control, and mitigating damage to the ship.
• Performed as USS TAYLOR’s Ambassador stateside and in foreign ports in the Captain's absence.
• Operated and controlled the ship’s sole multi-million dollar engineering plant at sea resulting in perfect
score during major engineering inspection.
• Planned, operated and conducted multi-nation amphibious operations with NATO and foreign countries
leading to a successful joint military exercise campaign in the North Atlantic during deployment.
• Required to make decisions quickly in a high-stress environment directing the ship’s security detachment.
LEGG MASON WOOD WALKER 1995-1996
Investment Assistant WASHINGTON, D.C.
• Involved in cold calling, advising, meeting with prospective clients, filing trade records, and analyzing
local companies' financial promise. Full-time during the summer and part-time during the school year.
_____________________________________________________________________________________________
PERSONAL
• Avid traveler, having been to 6 of the 7 continents and over 40 countries. Motorcycle and auto enthusiast.
Violinist and trumpeter. Enjoy tennis, golf, basketball, baseball and football.
RYAN P. WALSH
1601 Third Avenue #17A ▪ New York, NY 10128 ▪ (434) 962-8723 ▪ walshr05@darden.virginia.edu
___________________________________________________________________________________________________
EDUCATION
DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, Virginia

Jefferson Fund Analyst & Vice President - Internal Education, Darden Capital Management
Council Member, Darden Alumni Showcase
Marketing Committee Member, Darden Finance Conference
DEPAUL UNIVERSITY Chicago, Illinois

Bachelor of Science in Commerce - Concentration in Finance and Accounting (honors), June 1999
Graduated with High Honors, Cumulative GPA: 3.77/4.00; Dean’s List every quarter
Recipient, Strobel and Dean’s Business Scholarships (Combined four-year, full-tuition scholarship)
President, Beta Alpha Psi (National Honors Fraternity for Financial Information Professionals)
Founder and President, Student Athletic Board
_________________________________________________________________________________________________
EXPERIENCE
JPMORGAN PRIVATE BANK New York, New York

Summer Associate (June 2004 – August 2004)
PRUDENTIAL CAPITAL GROUP Chicago, Illinois

Prudential Capital Group manages $34 billion of private debt and equity securities.
Senior Investment Analyst (July 2001 – July 2003)
Investment Analyst (July 1999 – July 2001)
Investment Analysis and Portfolio Management
Developed and presented investment recommendations for private investment grade debt financings for
middle-market restaurant, fleet leasing, graphic service and lawn equipment companies, for issues
between $10 million and $100 million.
Participated in the origination, structuring and closing of three mezzanine transactions for middle-market
liquid food, electrical motor and wire/cable companies for issues between $10 million and $30 million.
Monitored (as part of a 4-person team) $500 million portfolio of investment grade debt, mezzanine and
private equity fund investments through financial statement analysis, credit risk assessment, financial
forecasting and covenant compliance evaluation.
Designed comprehensive financial model that formed the basis of valuation for a $130 million investment
grade bond investment in the largest independent U.S. coal operator.
Marketing and Client Development
Conducted market research on prospective bond issuers in order to assess capital needs; research led to
establishing three new prospect relationships.
Created tailored marketing plans, segmented by industry classification, credit risk profile and capital
requirements, to originate new private debt transactions with prospective and existing clients.
Leadership and Project Management
Directed due diligence process for financings and restructurings through collaboration with issuer CEOs,
CFOs and treasurers.
Initiated and executed sale of railroad equipment at expiration of structured leasing contract, realizing a
$3 million net profit when none was expected.
Negotiated and amended a covenant agreement with a financially underperforming portfolio client,
leading to 150 basis point increase in issuer’s interest rate as compensation for increased credit risk.
Achieved highest senior investment analyst tier designation and earned maximum performance bonus.
Directed undergraduate on-campus recruiting efforts at three universities.
Mentored and instructed three first-year analysts in finance and accounting theory, capital markets and
securities valuation.
__________________________________________________________________________________________________
PERSONAL
Candidate, CFA® Level III Exam
Junior Achievement Teaching Volunteer – Clark Elementary (1st grade)
Participant in University of Virginia / Darden intramural basketball, Ultimate Frisbee and tennis leagues
STEVEN K. WALZER
120 Ivy Drive #8 ♦ Charlottesville, VA 22903 ♦ (434) 220-6750 ♦ WalzerS05@darden.virginia.edu
EDUCATION
Member of Finance Club, Net Impact, Outdoors Club
Christmas in April House Captain and Auction Coordinator; Sports Editor of Cold Call Chronicle (Student
Newspaper); Elected to Darden Students Association (Student Government)
GMAT - 750; Percentiles - Q:97, V:95
HAVERFORD COLLEGE Haverford, PA

Bachelor of Science in Mathematics (Concentration in Mathematical Economics), Class of 1998
Elected to Student’s Council; Appointed to Joint Student Administration Alcohol Policy Panel
Completed thesis “A Fourth Order Runge-Kutta Method” May 1998
Intramural Basketball Commissioner (paid position, 10 hours per week) - Managed 20 team league
EXPERIENCE
SUMMER PFIZER, INC. New York, NY
2004 Summer Associate – Corporate Finance
Accepted Summer Associate position in Corporate Treasury department.
1999–2003 GOLDMAN, SACHS & COMPANY New York, NY

Senior Analyst – Finance Division – Funding Controllers
Ensured the firm’s ability to service $60B in short-term debt obligations with existing securities inventory.
Reported this liquidity ratio to senior management and prepared reports to be communicated to outside
ratings agencies.
Prepared and reconciled daily, firmwide $500B estimated balance sheet.
Analyzed and reconfigured the quarterly firmwide balance sheet to comply with FASB 140 reporting
requirements on rehypothecatable securities.
Coordinated testing and data-sharing with the firm’s international subsidiaries in Tokyo, Hong Kong and
London to automate the inclusion of their financial statements in the firmwide liquidity ratio calculation.
Analyst – Finance Division – Global Control
Monitored relationships between various Goldman, Sachs entities to ensure full collateralization of each
entity and that all currency and securities were correctly transferred.
Maintained and reported departmental budget data. This included the creation and maintenance of a macro-
driven project tracking workbook.
Assisted in writing the functional specifications for a new proprietary reconciliation system. Responsible for
the development, implementation and testing of the system. This project included serving in London for a
period of one month to train employees.
1998–1999 CITY OF NEW YORK New York, NY

Budget Analyst – Department of Parks & Recreation
Prepared monthly and annual reconciliation of the Department’s revenue budget.
Submitted the annual budget to the Mayor’s Office of Management and Budget and defended it in person.
Initiated, developed and implemented the first-ever cost analysis of over 300 properties citywide.
1999 TO THE RUBIN – LADD FOUNDATION New York, NY

PRESENT Vice-President
The Rubin-Ladd Foundation is a charitable foundation whose mission is to support education and the arts.
Voting member on the executive board, which determines investment policy for $10 million in assets.
Active participant in the identification and selection of potential grant recipients.
PERSONAL
Elected captain of Goldman Sachs Asset Management Basketball Team
Computer skills include Crystal Ball, Mathematica, DBS, some VB (macro writing) & others
Other interests include travel (extensive international & domestic), music (blues & rock), volunteering
(Habitat for Humanity & New York Cares) and reading
JARED N. WHATCOTT
2401 ARLINGTON BLVD APT 27, CHARLOTTESVILLE, VA 22903-1540 ♦ (434) 996-7909 ♦ WhatcottJ05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration Charlottesville, Virginia
Candidate for Masters of Business Administration (Class of 2005).
♦ Darden Capital Management: Analyzed equity investments for $3MM student-run fund.
♦ Active member of the Finance Club and Asian Business Club.
♦ GMAT: 720 (97th Percentile).
United States Air Force Academy Colorado Springs, Colorado
Bachelor of Science in Management, Minor in Chinese (Class of 1998).
♦ Graduated in top quartile of class.
♦ Selected as one of six cadets in the nation to attend Chinese language program at Beijing University.
EXPERIENCE
2004 Financial Analyst, The Edgar Lomax Company Washington, DC
Accepted offer to joing investment management company for the summer.
2001 – 2003 Contracts Negotiator, Captain, United States Air Force Dayton, Ohio
Administered the $37B development/production contracts to enhance capabilities of the B-2 Stealth
Bomber. Authored, negotiated, and awarded contract actions and analyzed financial data as lead buyer
of multi-functional team that directed, monitored, and evaluated critical contractor performance.
♦ Ranked in top 1% of 373 junior executives after only five months on the job.
♦ Reconciled $14B price revision for the B-2 production contract, saving taxpayers $38MM; reduced
contract closeout time by 50%; lauded as a “trailblazer” by the Chief of Contracts.
♦ Earned Certified Professional Contracts Manager (CPCM) designation, Federal Contracting Officer
Warrant, and Department of the Air Force Professional Contracting Certification (Level II).
♦ Spearheaded savings bond campaign for 14,000 people—achieved 28% increase in new bond
purchases over the previous year.
♦ Advised military families on money issues as a financial counselor and IRS-certified tax advisor.
2001 Commercial Acquisition Office Manager, United States Air Force Al-Kharj, Saudi Arabia
Led team of four contracting officers in procuring commercial products and services for an international
coalition of 4,000 personnel. Administered 40 service contracts valued at over $14MM.
♦ Identified and instituted office restructuring to increase customer interface and reduce administrative
burden by 60%.
♦ Tapped informal business networks to triple the size of local vendor base and increase competition.
♦ Created performance tracking system to facilitate analysis of businesses prior to contract award.
1998 – 2001 Team Leader, United States Air Force Tucson, Arizona
Supervised a team of five contract administrators in the procurement of $3.9MM in contract awards for
military units. Assumed senior executive responsibilities of the 50-person office in the absence of the
commanding officer.
♦ Managed over $100K in financial assets as the office’s resource advisor; credited for “model
program” by government inspectors.
♦ Led seven-person team to a top finish in grueling finance and contracting competition.
♦ Provided technical expertise during flawless implementation of new financial management system.
PERSONAL
♦ Candidate for Chartered Financial Analyst (CFA) Level I designation.
♦ Supervised international team of 180 full-time service representatives in Taiwan (1994-1996).
♦ Conversant in Mandarin Chinese.
♦ Department of Defense “Secret” security clearance.
♦ Interests include sports, astronomy, public speaking, and playing the saxophone.
Charles Matthew White
817 Catalpa Court • Charlottesville, VA 22903 • (434) 825-9504 • WhiteC05@darden.virginia.edu
EDUCATION
University Of Virginia
• Member of the General Management & Operations Club, Finance Club, and Business Technology Club.
University of Denver Denver, CO
Bachelors of Business Administration
• Overall GPA 3.54 June 1998, Dean’s List Recipient, President of Chi Phi Fraternity.
Denmark’s International Study Program Copenhagen, DK
International Study Abroad Program, August-December 1996
EXPERIENCE
WAL-MART Bentonville, AR
MBA Summer Intern, Corporate Treasury Summer 2004
• Accepted offer to join Wal-Mart’s MBA summer associate program for the summer of 2004.
FORD MOTOR COMPANY Dearborn, MI
Selected to participate in Ford’s College Graduate Rotational Program
Senior Financial Analyst, Powertrain Development-Finance 2001-2003

• Drove development targets and prepared milestone executive reports for seven engine development
programs that were approved by the Board of Directors for funding in excess of $80 MM.
• Teamed with Six Sigma Black Belts to improve quality, increase savings, and quantify revenue generation
on over 24 Six Sigma Projects, resulting in over $33 MM in savings and future revenue.
• Managed costs and achieved program targets for three engine groups and eight commodity line-ups with
development budgets of $130 MM.
Senior Treasury Analyst, Treasury Operations 2000-2001
• Led centralization of depository systems from 140 branches down to eight service centers; resulting in a
workforce reduction of over 70 employees and annual operating costs savings targeted at $10 MM.
• Headed treasury efforts on cross-functional teams for electronic billing initiatives leading to
implementation of four new electronic payment systems for both domestic and international offices.
• Recipient of 2 Pyramid Awards: Pioneered Idea of “Reengineering of Treasurer’s Report” and “Work/Life
Balance Concept” to improve employee satisfaction.
Treasury Analyst, Portfolio/Capital Markets 1999-2000

• Made daily investments of $1 to $10 Billion in money market and fixed income securities.
• Trained four incoming treasury portfolio analysts on fixed income assets and investment basics.
• Interacted daily with Wall Street analysts, traders, and economists to determine market/economy direction.
STORAGE TEK Louisville, CO

Financial Analyst, Product Development Finance 1998-1999
• Responsible for annual expenditures and capital budgets in excess of $70 MM.
• Developed financial model for performing program cuts and revamping headcount throughout company.
• Recognized with two Outstanding Performance Awards: R&D Capitalization and Business Planning.
WALT DISNEY Copenhagen, DK

International Marketing Intern, Nordic Division 1996
• Created a marketing plan to allow Disney to advance into the adult apparel market in Scandinavia.
• Coordinated research activities/extrapolated the findings to directed strategies presented to management.
PERSONAL
• Proficient in Spanish. Traveled throughout Western and Eastern Europe to 9 countries.
• Mentor for disadvantaged children in Detroit for past two years & Junior Achievement Volunteer.
NuRocha L. Williams
135 Woodgate Court, Apt. 3A • Charlottesville, VA 22901 •(434) 964-0364 • email:WilliamsN05@darden.virginia.edu
EDUCATION

• Consortium for Graduate Study in Management Fellow
• Section Review Coordinator, Finance Club, Darden Private Equity Network
• Black Business Student Forum, Graduate Women in Business
Virginia Polytechnic Institute and State University Blacksburg, VA

Masters of Science in Civil (Structural) Engineering, July 2000
• Chi Epsilon, American Society of Civil Engineers, Graduate Honor Committee
Princeton University Princeton, NJ

Bachelors of Science in Engineering, Civil Engineering, June 1997
• Certificates in Architecture and Spanish
• National Society of Black Engineers, Stevenson Hall Board Member
• National Association of Minority Engineering Program Administrators Award
EXPERIENCE
Summer 2004 Home Depot, Inc. Atlanta, GA

Summer Intern – Operations Strategy Group
2000-2003 Hayes, Seay, Mattern and Mattern, Inc. Roanoke, VA

Structural Engineer
• Completed design calculations, analysis, and financial projections for various projects
• Collaborated with cross-functional teams and clients on the configuration, design and
planning of facilities
• Responsible for review and approval of construction deliverables to insure compliance
with design standards
• Coordinated detailed technical specifications to client requirements
• Prepared client presentations to represent design progress and entertain additional client
recommendations
• Researched suppliers for compliance with specialty design criteria, including environmental
impacts of building design
• Generated computer models for structural analysis to determine efficient design parameters
1997-1998 Wegmans Food Markets, Inc., Site Development Department Rochester, NY

Project Engineer, EIT Certification
• Managed data collection and analysis required for future store construction and improvement
through the development of a property information database
• Completed and submitted approval applications for various projects
Summer 95-96 Eastman Kodak Company, Inc. Rochester, NY

Business Assistant and Interleaver
• Evaluated data for quality optimization in the film manufacturing process
• Provided functional support and training of new employees while monitoring their initial
progress
• Reengineered and improved unit’s data management capabilities and processes
INTERESTS and HOBBIES
• Proficient in written and verbal Spanish

• Princeton Alumni Interviewer, Sports including tennis, golf , and volleyball
Wesley K. Woo, CFA
2693 Barracks Road, Apt. 5 (434) 244-2855 Home
Charlottesville, VA 22901 (703) 608-0186 Cell
WooW05@darden.virginia.edu
EDUCATION
• GMAT: 700; Treasurer – Asian Business Club at Darden; Finance Club; Darden Capital Management; General
Management and Operations Club
COLLEGE OF WILLIAM AND MARY Williamsburg, VA
Bachelor of Business Administration in Finance, December 1997
• President, Treasurer and Captain, Men’s Rugby Club
EXPERIENCE
DAIMLERCHRYSLER CORPORATION Auburn Hills, MI
Advanced Degree Development Program Summer Intern, Corporate Finance Summer 2004
• Accepted offer to join DaimlerChrysler’s premier management training program for the summer of 2004.
THE BROOKINGS INSTITUTION Washington, DC

Endowment Manager – portfolio performance in top 36% of all U.S. endowments. 2001 - 2003
• Managed $200 million endowment that supported 30% of $40 million annual operating budget.
• Invested portfolio assets in hedge funds, venture capital, U.S. and non-U.S. buyouts, fund-of-funds, global
equities, and U.S. bonds.
• Participated with Treasurer and Investment Committee of the Board of Trustees in formulating and
implementing strategic and tactical investments.
Financial Analysis
• Analyzed asset allocation, spending policy, manager structure and portfolio performance using multivariate
monte carlo simulations and mean-variance optimization models.
• Utilized discounted cash flow analyses to ascertain appropriateness of new corporate initiatives.
• Evaluated RFPs and negotiated terms in outsourcing management of $80 million.
Awards and Recognition
• Recognized by President of the Institution for superior work performance and awarded one of only twelve firm
wide bonuses in 2002.
• Elected by peers to Staff Relations Committee – a liaison group between employees and management.
CAMBRIDGE ASSOCIATES LLC Arlington, VA

Market leading institutional investment management consulting firm advising endowment and foundation clients
with $5 million to $18 billion in assets.
Senior Consulting Associate 1998 – 2001
Management and Team Leadership
• Co-led the recruitment team in hiring an additional four associates – a 45% increase in headcount.
• Led an inter-departmental taskforce to improve communications. Efforts resulted in a 50% decrease in
turnaround time for deliverables.
• Assigned projects to three other associates and supervised data entry personnel.
Analytical Skills
• Created original analyses to aid clients in determining solutions to their investment requirements.
• Assisted clients in responding to market developments that warranted re-evaluation of investment strategy.
• Researched equity, fixed income, balanced and real estate asset managers to analyze portfolio performance with
respect to asset class, risk undertaken and corresponding benchmarks.
PERSONAL
• Chartered Financial Analyst designation awarded in 2001.
• Member: Association for Investment Management and Research; Washington Society of Investment Analysts.
• Eagle Scout – volunteered as an Assistant Scoutmaster (2000 – 2003).
• Voracious reader; avid golf and tennis player; enjoy theatre, traveling and experiencing new cultures.
Dong Zhang
160 Wahoo Way, #231D, Charlottesville, VA 22903 • (434) 466-6270 • ZhangD05@darden.virginia.edu
EDUCATION
Darden Graduate School of Business Administration, Univ. of Virginia Charlottesville, VA
• Industrial Relations Counselors, Inc. Asian Scholarship based on merit and leadership; GMAT: 720
The Ohio State University Columbus, OH
M.S., Chemical Engineering, 2001
• University Fellowship; National Science Foundation (NSF) Research Fund Support
Tianjin University Tianjin, China
B.S., Chemical Engineering, 1998
• Direct Methane Fuel Cell Research Associate; Exxon Scholarship (1998), GPA: 3.8/4.0
EXPERIENCE
Summer 04 DuPont, Corporate Finance Intern Wilmington, DE
Summer 04 Petroleum Finance Group, Summer Associate Upstream Group Washington, DC
2001-2003 China National Petroleum Corporation (CNPC) Beijing, China
Associate Manager, North-China Business Development Department
• Led a cross-functional group of marketing, finance, and strategy teams to develop sales networks by
managing supply chain and business partnerships, which resulted in coverage of 82% of the
principal market.
• Analyzed and developed constructional and operational plans for transportation facilities and retail
sites through managing the 2,500 miles of gas pipeline; collaborated with international energy firms,
banks, and local governments.
• Managed a $3.6M R&D budget and provided investment recommendations by prioritizing future
markets, outlining the financial implications, and forecasting overall impact on product offerings.
• Identified potential M&A targets for CNPC’s strategic downstream integration. Examined feasibility
report, built financial forecast model and conducted scenario analysis.
• Coordinated CNPC’s IPO road show in the corporate strategy leadership team by assisting senior
management in increasing the effectiveness of presentations.
1998-2000 Business Analyst / Project Engineer
• Directed a 25-member engineering department to perform target screening, risk management, cost
management, and investment analysis resulting in the approval of a $32M investment in joint gas
stations.
• Revived debilitated plants through root-cause analysis, equipment replacement, and operational
improvements resulting in revenues of $1.25M and retention of seven strategic contractual
customers.
• Simulated reservoir dynamics for several oilfields and conducted well maintenance operations by
utilizing in-house directional drilling software packages. Performed pressure transient analysis,
production optimization, and created relevant databases.
2000-2001 The Fluids Group, The Ohio State University Columbus, OH
Process Control Research Fellow
• Designed 3D simulation models to statistically analyze the mixing process for Dow Chemical
leading to a thesis paper presented at the 54th Fluid Dynamics Meeting and resulting in NSF financial
support.
• Managed a team of four students to improve Procter & Gamble’s mixing units by image processing
which led to an operating costs savings of $250K and an 85% reduction of processing time for
Fabric Care.
PERSONAL
• International work experience: the U.S., Indonesia, Russia, Tajikistan, Iran, and Sudan
• Buckeye football fanatic and NBA Houston Rocket No.11—Yao Ming’s loyal supporter
Kurt Zimmerman
380 Minor Ridge Road · Charlottesville, VA 22901 · 434.409.9977 · zimmermank05@darden.virginia.edu
Academics
Darden Graduate School of Business, Univ. of Virginia MBA Candidate 2003-2005
• Clubs: Finance, Private Equity Network (Officer), Healthcare, International Business, Outdoors (Officer).
First-Year student body representative – Athletics.
• GMAT 750, GMAT writing 6 (awarded to top 3%)
Pomona College B.A., International Relations; Biology 1996

• CFO and vice-president, Associated Students of Pomona College. Director of Student Union businesses.
• Swim team Captain, broke Pomona College’s 200-yd breaststroke record.
• Co-chair, International Relations Colloquium.
Employment
ImClone
Business Development (Intern) summer 2004
IBM
Business Innovation Services Operations Manager 2001-2002
• Built & maintained financial models of several IBM consulting groups (>300 consultants). Provided
unprecedented visibility into P&L metrics. Helped to implement business accountability to consulting.
• Directed Western US Principals’ Sales & Opportunities calls
IBM Consulting: Security and Privacy Services Associate Consultant 1998-2001

• Led or supported 19 different IBM client teams ranging in size from 2 to 50.
• Praised by clients in banking, high-tech, insurance, education, government and healthcare industries for
performing a wide range of projects.
o Governance & Development: Wrote the security policies for IBM’s innovation center in Atlanta.
Drafted polices and/or procedures for more than a dozen clients in several different industries.
o Technology: Designed protocols, contributed to security architecture projects and stress tested
custom IBM software builds. Conceived of, built and deployed an information asset classification
tool for K-mart (an IBM client). Tool added it to IBM’s global intellectual capital.
o Audit: Audited clients for compliance with best practices, devised gap-filling plans.
o Client Management: Rescued a troubled, high-profile IBM client engagement with Hawaii
BlueShield affiliate. Ultimately won high praise for our deliverables through extensive high-touch
collaboration and discussion.
Franklin Templeton
Information Systems & Technology Analyst 1997-1998
• Reverse-engineered undocumented, custom-built software at Franklin-Templeton. Initiated information
flow models that allowed Franklin to develop new software with greater confidence.
• Designed and maintained Y2K document repository
Portfolio Management Jr. Analyst 1997-1998

• Developed, built and maintained financial models for hospital management companies and medical supply
distributors.
University of Colorado Cancer Center

Lung Cancer Research Summer Fellow 1995
• Utilized fluorochrome-labeled antibodies to signal presence of antigen-labeled cosmids hybridized to
human tumor samples to detect 3p deletion events early in the pathogenesis of lung cancer.
Personal
• Fluent in Spanish – studied at Pontific Catholic University of Chile & University of Chile.
• Avid skier and mountaineer. Training to climb Mt. Aconcagua (Argentina: 22,840 ft) December, 2004
• Beginning steel-string guitarist.

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CATHARINE ACKERSON

1909 Jefferson Park Avenue #5 (703) 507-0979

1994-2000 Brigham Young University Provo, UT

2002-2003 U.S. Senator Robert F. Bennett (UT) Washington, DC

2001- 2002Legislative Correspondent

UNIVERSITY OF TEXAS Austin, TX

2002-2003 IMPACT INNOVATIONS Dallas, TX

2000 - 2002 ACCENTURE Dallas, TX

Indian Institute of Management Ahmedabad, India

GEORGETOWN UNIVERSITY Washington, DC

2000-2003 GOLDMAN, SACHS & CO. New York, NY

Analyst – Money Market Finance, Global Money Markets

1999 - 2000 J.P. MORGAN & CO., INCORPORATED New York, NY

Pennsylvania State University University Park, PA

Accenture – Health and Life Sciences Practice Washington, DC

Leadership and Client Management

Communication and Training

2003 MORGAN LEWIS & BOCKIUS New York, NY

2002 - 2003 HUNTON & WILLIAMS Richmond, VA

SOUTHERN METHODIST UNIVERSITY Dallas, TX

1998 – 2003 BANC OF AMERICA SECURITIES LLC

Financial Modeling and Accounting Trainer (2001-2002) New York, NY

Corporate Finance Analyst – Mergers & Acquisitions Group (1998-2000) Atlanta, GA

UNIVERSITY OF NOTRE DAME Notre Dame, IN

Bryn Mawr College Bryn Mawr, PA

CAPITAL ONE FINANCIAL CORPORATION Glen Allen, VA

Senior Operations Auditor, Global Audit (November 2000 – December 2002)

ERNST & YOUNG Richmond, VA

WAKE FOREST UNIVERSITY Winston-Salem, NC

Project Management and Communication Skills

Staff Healthcare Consultant (July 2000 – July 2002)

DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION Charlottesville, VA

CORNELL UNIVERSITY Ithaca, NY

Summer 2004 WALT DISNEY IMAGINEERING Celebration, FL

2001-2003 FAIRMONT HOTELS & RESORTS INC.

Business Development Analyst San Francisco, CA

1999-2001 STARWOOD HOTELS & RESORTS WORLDWIDE INC. White Plains, NY

Acquisitions & Development Analyst

Summer 1998 CREDIT LYONNAIS AMERICAS New York, NY

Harvard College, Harvard University.

Experience Deutsche Bank Securities Inc., New York, New York

Springs Industries, Fort Mill, South Carolina

Erskine Bowles for U.S. Senate, Charlotte/Raleigh, North Carolina

Wachovia Securities, Corporate and Investment Banking, Charlotte, North Carolina

EDUCATION DARDEN GRADUATE SCHOOL OF BUSINESS ADMINISTRATION CHARLOTTESVILLE, VA

UNIVERSITY OF WESTERN AUSTRALIA PERTH, WEST AUSTRALIA

EXPERIENCE CITIGROUP GLOBAL MARKETS NEW YORK, NY

2002 – 2003 FIFTH WEB LIMITED SYDNEY, AUSTRALIA

1996 – 2001 MERRILL LYNCH INTERNATIONAL LONDON, UK

1994 – 1995 AUSTRALIAN TECHNOLOGY RESOURCES PERTH, AUSTRALIA

Georgetown University Washington, DC

1997-2003 Ernst & Young LLP McLean, VA

Millsaps College Jackson, Mississippi

University of Pennsylvania Philadelphia, PA

THE GEORGE WASHINGTON UNIVERSITY Washington, DC

1999-2003 ABN AMRO INCORPORATED New York, NY

1998-1999 FIRST UNION CAPITAL MARKETS CORPORATION Charlotte, NC

INSTITUTO TECNOLOGICO DE BUENOS AIRES BUENOS AIRES, ARGENTINA

2002-2003 CITIGROUP – CORPORATE AND INVESTMENT BANK BUENOS AIRES, ARGENTINA

2000 TECHINT GROUP BUENOS AIRES, ARGENTINA

Kemper Warranty Services Louisville, KY

GEN3 Partners Boston, MA

REAL ESTATE EXPERIENCE