STEPHEN M.

CHANG
901 Riverside Drive Los Gatos, CA 95031 (XXX) XXX-XXXX XXXXX@gsb.stanford.edu

SUMMARY OF QUALIFICATIONS
Senior financial executive with broad expertise in venture capital, investment banking and private equity transactions within the energy and high-technology sectors. Direct and manage all aspects of the investment process, from client management, due diligence, negotiations, strategic market analysis and multimillion dollar financial agreements. Oversaw start-up funding of three green-technology companies, with current rankings on the Fortune 500 list.

CORE EXPERTISE

Investor Relations Business Analysis Private Equity

Valuation Models Due Diligence Risk Management

WORK EXPERIENCE
GREEN TECHNOLOGY VENTURES, Palo Alto, CA Venture capital firm specializing in start-up funding of green technology companies. Vice President 2008-Present

Manage high-profile investor relationships, to raise capital and evaluate offerings. Develop investor pitch-books, including executive and company overviews, valuation research, competitive analysis, niche markets and growth opportunities. Conduct and facilitate investor strategy sessions, including the review of over eight new deals per quarter. Oversee analysis and presentation of client companies. Partner with executive teams to conduct due diligence, prepare financial models and address risk mitigation. Generated over $2B in funding for 17 innovative energy companies. Built relationships with local universities, to market firms offerings and entrepreneurial endeavors, increased inquiries by 30%. THE CAPITAL FUND, Mountain View, CA 2004-2008 Middle market investment bank specializing in private equity for late stage and post IPO companies. Director, Finance Energy Division Consulted with clients and negotiated private equity agreements to fund over $1B in new utility and natural gas ventures. Executed transactions between $1-3M and sourced 14 deals. Grew new market penetration by 25%, through enhanced pricing models. Built business case and portfolio strategies for several international companies, with total private equity transactions of $165M.

Stanford University, Graduate School of Business Resume Sample: Investment Banking/Private Equity

Chang, Page 2, XXXXX@gsb.stanford.edu

WYMAN ASSOCIATES, San Francisco, CA 2001-2004 Boutique investment firm specializing in mergers and acquisitions within the high-technology sector. Senior Investment Manager Oversaw negotiation process and presented proposals to clients and prospects, including valuation, investor profiles, cost management and securities offerings. Led seven companies through mergers/acquisitions representing over $3B in transactions. Generated over $1.3M in repeat business and referrals. NATIONAL BANK, San Francisco, CA Investment bank providing corporate buy-side transactions. Account Manager (1999-2001) Senior Analyst (1997 -1999) 1997-2001

Provided investment banking services to corporate clients. Managed portfolio over $100M. Leveraged client relationships and grew new accounts by 15% within two years. Conducted industry analysis and market analysis, which resulted in 10% growth in new markets.

OTHER PROFESSIONAL EXPERIENCE

PRICE CONSULTING, San Diego, CA Financial services consulting firm. Controller TAYLOR, GIBBS and LIND, Los Angeles, CA Small, private firm of investment advisors. Associate Intern

EDUCATION
MBA, Stanford University, Stanford, CA Venture Capital Club, Vice President BA, Business Economics, UCLA, Los Angeles, CA

PROFESSIONAL CERTIFICATIONS & AFFILIATIONS

Cleantech Venture Network Member (Present) Conference Speaker Greentech Forum (2009) Financial Services Designations Series 6, 26

Stanford University, Graduate School of Business Resume Sample: Investment Banking/Private Equity