Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
EDUCATION
1999-2002 COLUMBIA UNIVERSITY New York, NY
COLUMBIA BUSINESS SCHOOL
MBA - Finance, May 2002
Awarded Chazen Fellowship and Corps Fellowship
Co-founder and Vice President, Dual Degree Student Association
Member: Investment Banking Club and European Society
GMAT: 710 (97th Percentile)
SCHOOL OF INTERNATIONAL AND PUBLIC AFFAIRS
MIA (Master of International Affairs) - Economic and Political Development, May 2002
EXPERIENCE
2000 UNITED NATIONS DEVELOPMENT PROGRAMME (UNDP)
Consultant (Summer 2000) Tegucigalpa, Honduras
• Advised UNDP Honduras on the development of a country office strategy; Analyzed cost structure,
revenue opportunities, organizational capabilities, and pricing
Organizational Development Advisor (Spring 2000) New York, NY
• Performed analysis for implementation of restructuring initiatives, which resulted in 26% reduction
in headquarters staff
ADDITIONAL INFORMATION
Hold US and EU citizenship
Fluent in Portuguese, conversant in Spanish
Enjoy traveling, scuba diving, and hiking (climbed Mt. Kilimanjaro, Tanzania)
DARI A. AL -B ADER
One Fifth Avenue, #13E
New York, NY 10003
(212) 505-1371
daa21@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance and International Business, May 2002
Member: Investment Banking, Private Equity, High-Tech, Middle East Business Forum and Skiing
Clubs
ADDITIONAL INFORMATION
Enrolled in Choate Rosemary Hall after Gulf War; graduated with Honors in Mathematics
Fluent in Arabic and English; third year college level in French
Registered Series 7, CFA Level II candidate
Extensive knowledge MS Word, Excel, Power Point, Bloomberg, SDC, Equidesk and Carson databases Enjoy
travel, film/theater, skiing, in-line skating, and following current events
NEIL R. ALBUJA
936 W. End Avenue, Apt # F13
New York, NY 10025
212-665-5759
na232@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Investment Banking Club, Finance Club, Military in Business Club, Hispanic Business
Association
EXPERIENCE
1994 – 2000 PFIZER INC.
Institutional Account Representative New York, NY
Sold five pharmaceutical products at five high volume New York City Hospitals. Promoted
from sales representative.
• Consistently ranked first out of 75 peers on monthly sales reports during 2000.
• Generated over $1 million in Viagra sales in 2000, a 15% increase above expected goals.
• Exceeded overall target sales quota by 13% in 1999, representing a revenue increase of $1.2
million above expected goals.
• Won a significant sales account worth over $800,000 at New York City Hospital.
• Managed and coached newly hired sales representatives in developing customer interaction
skills and sales abilities.
ADDITIONAL INFORMATION
• Fluent in Spanish
• Volunteer: Gift of Life, Inc., Sponsor: World Vision Organization
• Earned Black Belt in Shotokan Karate
• Enjoy: Handball, DJ music, Weightlifting
JULIAN ALLEN
524 West 114th Street, #1B
New York, NY 10025
Phone (212) 316-0191
jma133@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA – Finance – May 2002
Activities: Investment Banking Club, CBS soccer team.
GMAT score: 740 (98 th percentile)
1993 – 1996 HARVARD UNIVERSITY Cambridge, MA
BA cum laude – Government – June 1996. Graduated in three years.
Secretary of the Signet Society of Arts and Letters.
EXPERIENCE
1996 – 2000 ASSOCIES EN FINANCE (AEF) Paris, France
Independent research boutique specializing in valuation of European equities
1998 – 2000 Associate of the CEO
Selected by CEO to assist him personally in key projects. Simultaneously managed entire
corporate earnings consensus product.
• Supervised 5-person team producing earnings consensus for over 1000 stocks. Added
CSFB, HSBC, and Morgan Stanley to network of teams contributing earnings estimates.
Liaised with analysts, strategists, institutional clients , and press. Reduced consensus model
production time by 50% from 20 to 10 days. Led switch from country coverage to pan-
Euroland sector coverage.
• Advised Lagard ère Group on feasibility of financial web portal. Analyzed existing financial
websites. Interviewed industry analysts, investment bankers, venture capitalists, and online
brokers. Presented final recommendation to client senior management in June 2000.
• Led restructuring initiative including technological overhaul, implementation of team-based
process, and employee rationalization.
• Co-authored article on new analyst ranking methodology published in December 1998 issue
of Revue de la Banque, Belgium’s professional journal for banking and finance.
• Edited AEF’s expert witness reports in two pending cases : transfer of assets to West LB by
German State of Nordrhein-Westfalen, and SBC’s (now UBS) trading of Eurotunnel shares
before large capital increase.
• Interviewed, recruited and trained 4 analysts and 4 summer interns.
1996 – 1998 Consensus analyst
Collected and checked monthly earnings estimates on UK, Dutch, and Spanish companies in
order to analyze earnings revision trends.
• Coordinated monthly input of approximately 25,000 data from 30 equity research teams.
Maintained and developed working relationships with contributing teams.
• Participated in quantitative evaluation of financial analysts' performance. Initiated
negotiations with Financial Times for diffusion of AEF's analyst rankings. Traveled to
London regularly to introduce AEF's ranking to fund managers.
• Conducted in -depth analyses of market indexes and sector classifications for Dow Jones
Stoxx, focusing on company cross-ownerships and free float.
• Translated, edited, and assembled 15 articles into book entitled Organization and Quality
of Financial Markets , published in 1998 by French University Press for Paris Bourse.
ADDITIONAL INFORMATION
US citizen, fluent in French. Proficient in Spanish.
Travel: Western Europe, Syria, Tunisia, China, Ecuador.
Sports: squash, skiing, soccer, shooting.
Enjoy wine, classical music.
Uche Alozie, CPA
360 Clinton Avenue, Apt. 3E
New York, NY 11238
718-398-0870
ua29@columbia.edu
EDUCATION Columbia Business School New York, NY
MBA, Finance, May 2002
Membership: Black Business Students Association; Real Estate Association; Investment
Banking Club; Private Equity Club; Finance Club; Judo Club.
EXPERIENCE
The Bank of New York
1999-2000 Business Analyst New York, NY
Organized and managed comprehensive reviews of existing information technology
systems of the Bank.
Developed and implemented a new global custody accounting system designed to replace
all existing systems by 2001.
Researched and analyzed various investment instruments including equity, debt, mutual
funds, swaps and other derivative instruments.
Designed and prepared technical, and functional specifications for a newly designed
client-reporting package.
ADDITIONAL Member: National Association of Black Accountants; 360 Clinton Avenue Co-op Board.
INFORMATION Tutor: Junior Achievement.
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Member: Investment Banking Club, Columbia Finance Association, Columbia Women in
Business, Private Equity Club
GMAT: 710 (96th percentile)
EXPERIENCE
1997 – 2000 BEAR, STEARNS & CO. INC. New York, NY
Financial Analyst, Financial Buyers Group
Participated in the evaluation, marketing and execution of significant corporate transactions
including M&A and capital raising activities. Developed strong analytical, communication and
presentation skills as well as due diligence and investment evaluation capabilities.
• Developed financial models for leveraged buyouts, mergers, divestitures and public and
private equity financings.
• Performed valuation of public and private companies through comparable company,
comparable transaction and discounted cash flow analyses.
• Directly supported clients during auction negotiations by providing financial analytics to
evaluate structural alternatives.
• Participated in SEC document drafting and due diligence with client senior management.
• Prepared client / board presentations, offering memoranda and internal committee memos.
• Created investment overviews and prepared materials to convey business opportunities as part
of a transaction development effort.
• Coordinated and implemented complex model that served as foundation for group’s business
plan.
• Ranked in highest tier of analyst class.
M&A Transactions:
• Advised Rare Medium Group, an Internet professional services provider and Internet
incubator, on $87 million investment led by Apollo Management.
• Advised Culligan Water Technologies on $1.5 billion merger with U.S. Filter Corporation.
• Advised LBO-sponsor on potential acquisition and financing of $1+ billion portfolio of
international food assets.
ADDITIONAL INFORMATION
Co-Chair, Stanford Alumni Sports Committee of NY
Traveled in Australia, Eastern and Western Europe and South America
Interests include water sports and running
Luis M. Barreto
506 West 122 Street, Apt. 44
New York, NY 10027
Phone (212) 866 4556; Mobile (917) 584 5173
e-mail: luis.barreto@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA – Finance and International Business – May 2002
Elected President of 60 person ‘Cluster’. Member Latin American Business Association and Corporate
Relations Officer of Investment Banking Club.
GMAT: 710 (97th Percentile)
EXPERIENCE
1999-2000 HBBC S.A. Lima, Peru
This company was as a vehicle for the acquisition of another company.
• Executed the attempted buyout of a financially distressed silver mining company in Peru. The
transaction had a value of over $10 million.
• Led the strategic process and negotiations.
• Prepared valuation based on discounted cash flows and comparable analyses.
• Secured financing from private equity firms for funding the acquisition.
ADDITIONAL INFORMATION
Native Spanish speaker. Enjoy playing squash, weightlifting, soccer, music, movies and cars.
U.S. Permanent Resident.
MATHEW M. BARNETT
423 W. 118th Street, Apt. 3D
New York, NY 10027
(212) 316-1085 . mb824@columbia.edu
Education
2000 - 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA – Finance and Entrepreneurial Management, May 2002
Vice President, Jewish Business Students Association
Member: Private Equity Club, Investment Banking Club, Tennis Club, Golf Club and Squash Club
1996 - 1998 INTERNATIONAL FINANCE CORPORATION (The World Bank Group) Washington, DC
Analyst in South and Southeast Asia Department with primary focus on financial sector institutions.
• Led and participated in transaction execution teams involving project/company evaluation,
investment negotiation and coordination of engineering analysis and legal documentation.
• Participated in restructuring efforts of Indonesian portfolio investments during Asian financial
crisis. Identified viable companies, developed initial restructuring plans and participated in debt
negotiations.
• Worked closely with management in a number of investee companies on business development,
strategic planning, market analysis and positioning, financing and budgeting.
• Managed supervision of $2.0 billion investment portfolio, including execution of divestments.
• Supervised and obtained funding for technical assistance programs in Laos, Nepal and Vietnam.
• Transaction experience includes: (i) Indonesian Trade Enhancement Facility; (ii) equity investment
in Nepal Hana Bank; and (iii) debt and equity investment in Sri Lankan flat glass plant.
• Traveled extensively to client sites throughout Asia.
Personal Founder and Board Member of Computers for Africa, Inc., a non-profit organization.
• Initiated concept, developed organization, completed pilot program and attracted strategic partners
including the United Nations, Shearman & Sterling and KLM Airlines.
Proficient in Hebrew and working knowledge of Arabic.
Traveled to over 20 countries in Europe, Southeast Asia, Middle East, Africa and North America.
Enjoy running (training for NYC marathon), tennis, golf, scuba diving and body surfing.
CHRISTOPHER J. BARTLETT
405 W. 118th St. #43
New York, NY 10027
212.665.0392 h
917.676.8311 c
cjb135@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance & Media Management, May 2002
Staff Columnist, The Bottom Line
Member: Investment Banking Club, Media Management Association
EXPERIENCE
1998 - 2000 ANDERSEN WORLDWIDE, ARTHUR ANDERSEN LLP Los Angeles, CA
Engagement Manager/Sr. Consultant, Business Consulting, Strategy, Finance & Economics Group
• Performed strategic analysis for a marketer of herbal and homeopathic nutritional supplements.
Project tasks included research, market analysis, and financial forecasting. Utilized analysis to
formulate key strategic initiatives and to assist the ownership group in developing an exit strategy.
• Performed strategic analysis and wrote a business plan for a high technology start-up in the global
medical services and transcription space. The client was seeking to attract executive talent, develop
strategic partnerships, and attract venture funding. Project tasks included developing financial
forecasts, compiling competitive intelligence, and investigating methods to build online visitor
traffic and increase brand equity.
• Performed strategic analysis for a global manufacturer of wireless cable antennas and satellite
reception systems. Analyzed the attractiveness (market size, growth, competitiveness, and barriers
to entry) and developed forecasts for the global satellite, wireless cable and wireless wide area
network markets. Utilized analysis to identify opportunities for profitable business growth for the
client’s new and existing product lines.
• Managed an engagement to conduct strategic analysis and merger integration for a high technology
client during and subsequent to the acquisition of a provider of telecommunication software
solutions and a developer of business-to-business e-commerce infrastructure and software.
• One of less than 10% of Senior Consultants promoted to Manager in four years in the Los Angeles
practice.
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, USA
MBA, May 2002
AVP: Internet and Tech. Business Group, Event Chair: South Asian Business Association
Member: Investment Banking Club
GMAT: 780 (99th percentile)
EXPERIENCE
1998 – 2000 ANTRIX CORPORATION - Systems Consulting Group Miami, USA
Senior Associate (Project Leader) 1999 – 2000
• Set change management and systems integration strategy for IT department of a major financial
brokerage house, which was in the process of acquiring another brokerage house
• Negotiated revenue sharing/technical support agreement to use Antrix software on client systems
with a leading IT company of United Arab Emirates
• Successfully led four-member team in executing a $750,000 project to renovate a financial
brokerage application under a strict deadline
1997 – 1998 ESS ESS OVERSEAS - Fashion Handbags Export House New Delhi, India
Cofounder
• Developed business plan for a fashion handbags export house outlining the industry outlook,
marketing strategy, and revenue and cost projections for the firm
• Co-founded and managed the Export House achieving over $500,000 in annual sales
• Tripled the company’s customer base through trade alliances, direct marketing and by promoting
the company’s products in major industry trade shows
• Developed a reliable network of over 20 large suppliers in a fragmented supply market
• Trained in Export-Import Documentation from Foreign Trade Development Center, India
1996 – 1997 TATA CONSULTANCY SERVICES - Information Technology Company Noida, India
Systems Analyst
• Performed due diligence to analyze the Information system of a leading Australian bottler of
Coca Cola for Year 2000 compliance
• Estimated project requirements for Year 2000 conversion projects based on the number of man-
hours, complexity of the source code and the nature of technology deliverables
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, May 2002
M ember: Investment Banking Club, Internet/High-Tech Club
GMAT: 710 (99th percentile in Math)
1989-1994 ECOLE des MINES St-Etienne, France
B.S. & M.Eng., Engineering. “Diplôme d’Ingénieur Civil des Mines” with a specialization in computing
and telecommunications, May 1994 - Honors (GPA 3.7/4.0)
Research internship at the University of Houston, TX: Master’s essay on “Improvements of computational
speed for supercalculators”
Management internship: MIS project manager at Total Minatome Corp., Houston, TX
EXPERIENCE
1999-2000 OPINION TECHNOLOGY Paris, France
Start-up company developing communications technology to analyze customers’ opinions
Co-Founder
• Developed business strategy and business plan; initiated first contacts with venture capital firms
• Negotiated specific agreements with linguistic laboratory to commercialize technology
• Supervised development of technology; initiated first contacts with potential customer companies
1999-2000 GEMINI CONSULTING Paris, France
Strategy Consultant - Telecommunications and High-Tech sector
• Directed financial and strategic opportunity analysis to deploy customer loyalty program throughout
distribution channels (20,000 points of sales) of a French wireless operator
• Initiated high-level talks between a French wireless operator and major distributors to create joint-
ventures
1995-1999 ERNST & YOUNG CONSULTING Paris, France
Manager - Telecommunications and High-Tech sector
• Created an ISP start-up, that received $25 million in first round venture capital financing – largest first
round venture capital commitment in France at that time
• Performed a market analysis to review product growth hypotheses of due diligence for the merger of
Matra and Aerospatiale
• Analyzed strategic and financial benefits of a new $100 million sales and ordering system for a large
Belgian telecom operator
• Conducted market analysis, designed and launched an Internet service in 34 countries for an
international telecom operator
• Designed, marketed and launched an international B2B e-commerce platform for a French telecom
operator
• Led a world-scale audit for the operations of an international telecom operator that improved revenue
billing by 4%
• Audited and reorganized three subsidiaries (multimedia, network infrastructure and wireless) of French
telecom operator to increase their operating efficiency
• Researched and implemented new opportunities for Ernst & Young in the Internet sector
• Formulated an action plan to leverage telecom and high-tech synergies between Ernst & Young offices
in Germany and France
1994-1995 CENTRE NATIONAL D’ETUDES SPATIALES France and French Guyana
French Space Agency
Assistant of General Inspector - Military Service
• Managed telecommunication security between European partners and South American office
ADDITIONAL
Native French speaker, fluent in English, conversant in German
Enjoy history, photography and wine. Avid skier and traveler
CARI BLECKNER
182 East 95th Street, Apt. 17H
New York, NY 10128
(212) 860-0477
csb66@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Member: Equity Research Club, Investment Banking Club, Columbia Finance Association,
Columbia Women in Business
EXPERIENCE
1997-2000 ALLIANCE CAPITAL MANAGEMENT New York, NY
Senior Analyst and Administrative Officer, Mutual Fund Performance Group
• Managed four-member team responsible for all aspects of performance reporting for Alliance
Capital’s domestic mutual funds and variable annuities
• Analyzed and presented performance data to global sales and marketing teams
• Directed data synchronization efforts among financial writing, graphic design, product
development, mutual fund accounting, and legal departments for all marketing campaigns
• Performed mutual fund market share analysis by state and distribution channel and produced
quarterly report designed to target optimal sales force initiatives
• Researched effective web site design and content within investment management industry and
presented recommendations, which were later implemented, to senior management team
• Awarded for superior performance by being named a firm Administrative Officer in 1999
• Selected as female business role model leader for “Take Our Daughters to Work Day” program
Coordinator
• Maintained performance databases; calculated, reviewed, and analyzed results; and ensured
accuracy and timeliness of data
ADDITIONAL INFORMATION
• Software Proficiency: Microsoft Office, Lotus 123, Morningstar Principia, Lipper Analytical
New Applications, TowersData HYPO, HySales, Simfund, FactSet, FundStation, Vestek
• Volunteer Figure Skating Instructor, Figure Skating in Harlem (1999-2000)
• Hobbies: Running, Oil Painting
JOSE ALEXANDRE C. BORGES
542W 112th St. # 6C, New York, NY 10025
(212) 665-7624 . jab400@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance / International Business – May 2002
Recipient: Board of Overseers Fellowship and Instituto Ling Scholarship
Member: Investment Banking Club, Private Equity Club, and Latin American Business Association
Scored 760 on GMAT Exam (99th Percentile)
1992 – 1995 UNIVERSIDADE FEDERAL DO RIO DE JANEIRO Rio de Janeiro, Brazil
BA, Economics – Dec 1995
First in class of 160 students
Awards: UNIBANCO prize for best academic performance; CAPES merit based scholarship
Appointed Teacher’s Assistant in Statistics and Econometrics
Worked 20 hours per week while attending school full time
EXPERIENCE
Summer 2000 IGFINANCE.COM.BR (CVC/Opportunity financial portal venture) Rio de Janeiro, Brazil
CVC/Opportunity is one of the largest private equity and Internet investors in Brazil
Product Manager – Financial Products Division
Managed development of first on-line portfolio management application in Brazil from design to final release
1994 – 1995 BNDES (Brazilian National Bank of Economic and Social Development) Rio de Janeiro, Brazil
Intern – International Funding Department
• Participated and supported structuring of debt issuance of $400M in Eurobonds
ADDITIONAL
• Brazilian Citizen. Native Portuguese speaker, fluent in English, and conversant in Spanish
• Proficient with spreadsheets, databases, graphics, and programming in MS Office applications
• Senior High School year in Michigan, USA: selected for City All Star Soccer Team
• Geographically flexible. Interests include soccer, team sports, traveling and photography
Slav G. Botchkarev
500 Riverside Drive, #4K
New York, NY 10027
Tel.: (212) 280-54 47
vgb12@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA – Finance and International Business, May 2002
Awarded Russian President’s scholarship of $30,000 for academic achievements.
Member: Investment Banking Club, Private Equity Club.
1996 – 1998 FINANCE ACADEMY OF GOVERNMENT OF RUSSIA Moscow, Russia
DIPLOM (M.S. equivalent) – Finance, Securities, June 1998
Ranked in top 2% of the class. GPA 5.0/5.0. Simultaneously worked as VP Finance at S.T.I.N.G.
Corporate management noted for inclusion in official History of Finance Academy of Government.
1990 – 1996 MOSCOW STATE UNIVERSITY Moscow, Russia
DIPLOM (M.S. equivalent) – Laser Physics, January 1996
Offered full time job with most distinguished team in Russian Laser Physics (Letokhov Lab).
Vice-President of High Tech Club. First Prize in University table tennis competition.
EXPERIENCE
1998 – 2000 AUTORUSS (Dealer of Daimler Benz and BMW) Germany, Russia, Turkey
Chief Financial Officer
• Negotiated supply agreements with domestic and international vendors and customers.
• Conducted significant due diligence on three mergers and developed post merger integration plan.
• Analyzed competitors’ financial position and related M&A activity in the industry.
• Restructured two departments; hired, supervised and evaluated over 15 managers.
• Awarded title of “Best Young Russian Top-Level Manager” by IREX, USA and
Management Councils of Germany, Great Britain and Japan.
1997 – 1998 S.T.I.N.G. (Part of the Russian Oil Group; 900 employees) Russia, Ukraine
Vice President Finance
• Supervised financial and legal departments; oversaw 18 staff economists and accountants.
Administered several subsidiary units involved in joint projects with Russian oil companies.
• Created and implemented financial and legal programs resulting in a 19% tax savings.
Prepared budget and financial performance reports and forecasts for top management.
1995 - 1997 NEFTECHIMBANK (Leading Russian Bank in Oil Industry) Moscow, Russia
Project Manager
• Evaluated prospective investments for $30 M fund started by World Bank and EBRD.
Restructured back office and credit review procedures with Arthur Andersen and PriceWaterhouse.
• Made investment decisions for $45 M fund, started by Neftechimbank, World Bank and EBRD.
Worked closely with clients to tailor optimal financing solutions.
• Managed over 20 teams (5 to 30 people each) working on consulting and investment projects.
Senior Officer Moscow, Russia
• Analyzed financial and operational performance of clients; advised senior management on tax
and financing issues.
• Built and maintained long-term relationships with senior executives of major oil corporations.
Assessed risk and credit quality of commercial loan projects; appraised commercial real estate.
• Structured terms and conditions for commercial loans to major oil and building companies.
Promoted to Project Manager in 6 months; only officer in 4 years selected for early advancement.
1993 - 1995 BODENS (Diversified food company) Moscow, Russia
Founder & CEO
• Owned and managed business with 12 employees while enrolled as full-time student.
• Sold company after graduation for profit of $40,000 on $2,000 initial investment.
ADDITIONAL Native Russian speaker. Fluent English, basic knowledge of German (resident for 6 months).
Skilled in numerous software packages & operating systems. Authored publications on HR issues.
Guest lecturer at Finance Academy of Government of Russia. Hold Conflict Resolution Diploma.
Ranked 2nd in high school class of 120. Traveled extensively during the last 5 years. Enjoy tennis,
chess (earned highest non-professional status). Played volleyball for Moscow Region Team.
ARIEL BOYMAN
200 West 60th Street, Apt. 5C New York, NY 10023
(212) 957-6580
ab825@columbia.edu
EDUCATION
1999 - 2002 COLUMBIA UNIVERSITY New York, NY
COLUMBIA BUSINESS SCHOOL
MBA, Finance / Management, May 2002
Member, Investment Banking, Private Equity, Technology, Basketball and Tennis Clubs; elected
cluster social representative; selected to chair private equity conference panel
GMAT: 710 (97th percentile)
EXPERIENCE
Summer 1999 INTERNAP NETWORK SERVICES CORPORATION Seattle, WA
Intern
• Led five-person team in creating five-year business forecast, through analysis of InterNAP’s
business strategy, technologies, operations and market opportunities
• Presented forecast to investors, investment bankers and analysts during $220 MM IPO process
• Analyzed business model to determine meaningful operational and financial metrics and
potential deployment efficiencies; presented recommendations to senior management
ADDITIONAL INFORMATION
• Organized and led delegation of US-based venture capitalists on week-long trip to Israel
• Volunteered in Patient Services Program at Northwestern University Hospital in Chicago
• Fluent in Hebrew; basic knowledge of French
• Interests include basketball, soccer, tennis, golf, travel, writing and entrepreneurship
RICHARD C. CASE
155 E. 73rd St., PHS, New York, NY, 10021
H 212.472.8083
rc714@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Elected: Cluster Academic Rep; Elected: AVP of Technology, Investment Banking Club
Member: Hockey Team
GMAT: 710 (97th Percentile)
EXPERIENCE
1999-2000 BERENTER GREENHOUSE & WEBSTER New York, NY
Copywriter
• Pitched specific projects and agency services to clients and prospective clients
• Part of small team creating and managing national advertising campaigns with up to $10
million in billings and production budgets as high as $400,000
• Actively participated in internal and client meetings to determine strategic direction of client
brand positioning
• Created high-risk ad campaign and steered it through regulation with the goal of increasing
the client’s market share
ADDITIONAL INFORMATION
• Summer job as a research assistant in the Reference Room of the SEC retrieving pre-EDGAR
filings
• Computer proficient (Excel, Word, PowerPoint, Access, networking, prepress)
• Enjoy tennis, hockey, skiing, hiking and sculpture
• Appeared on numerous TV game shows
ARLENE A. CHANG
215 West 95th Street, Apt. 3P
New York, NY 10025
(212) 222-8918
aac102@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002. GMAT: 700 (98th Percentile).
Member of Investment Banking Club, Private Equity Club, Columbia Women in Business.
EXPERIENCE
1999 – 2000 E.M. WARBURG, PINCUS & CO., LLC New York, NY
Private Equity / Venture Capital Financial Analyst: Health Care Group
• Analyzed and executed leveraged buyouts and growth capital financings for various health care
services and biotechnology companies.
• Evaluated business attractiveness and financial viability based on sales memoranda and business
plans.
• Performed extensive due diligence, and conducted industry and market analyses.
• Developed detailed pro forma financial models for leveraged buyouts and mergers with existing
portfolio companies under complex financing scenarios.
• Worked directly with attorneys, investment bankers, and senior management team to coordinate
successful execution of transaction.
• Prepared investment memoranda for venture operating committee and quarterly review meetings.
• Assisted management team of portfolio companies with post-transaction activities including financial
forecasts, stock option plans, and escrow issues.
Selected Transaction Experience:
- $140 million recapitalization of Wright Medical Group, and subsequent acquisition of Cremascoli Ortho
Group for $57 million.
- $100 million preferred stock investment in Transkaryotic Therapies, Inc.
1996 to 1997 Investment Associate, Real Estate Investments - Portfolio Research & Management
• Generated reports on the mortgage portfolio on a weekly, monthly, and quarterly basis for Senior
Management.
• Managed the transition of mortgage portfolio reports to a database format for more efficient
tracking and reporting.
• Produced progress reports on integration of the New England Financial’s mortgage portfolio
during 1996 merger for Senior Management.
EDUCATION
2000 – 2002 COLUMBIA B USINESS SCHOOL New York, NY
MBA, Finance and International Business, May 2002
GMAT 700 (97th percentile)
Investment Banking Club, Investment Management Club, Private Equity Club, High Technology Club
EXPERIENCE
PROGRESSIVE INSURANCE CO. Tampa, FL
1999 – 2000 Assistant Product Manager
Developed complex business models involving trend analysis, channel margins, market segmentation,
renewal incentives, acquisition fees, agent incentives, electronic funds transfers, and bill plans
Managed $500M in premiums across agent, direct, and internet channels
Improved top-line growth 12%, profitability 7%, retention 30%, reduced arbitrage 80%
Forecasted revenues and expenses in association with P&L responsibility
Valued potential agent rollovers using profitability algorithms and Monte Carlo simulations
Directed sales and claims managers regarding agent product behavior and claims trends
Developed product design for GPS based rating device resulting in a patent and Business Week article
PERSONAL
Mentor of over a dozen fellow pricing actuaries
Interests include personal investing, international travel, basketball, tennis, amateur triathlons, chess
United Way Hands on Tampa, Mayor’s Beautification Program, K-Swiss Tennis League, Tampa Bay
Sports League, FSU Alumni Association, Seminole Connection Member
SHANNON K. COWHERD
788 Riverside Drive, Apt 9AA
New York, NY 10032
(212) 368-1880
skc54@columbia.edu
Summer 1995 UNIVERSITY OF THE WEST INDIES South America & Caribbean
Completed economic and political analysis program. Authored evaluative research paper.
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA – Finance, May 2002
Clubs - Investment Banking, Latin American Business Association, Squash
GMAT: 700 (97th percentile)
EXPERIENCE
1996 – 2000 FOSTER WHEELER CORPORATION
SINCOR Oil Refinery-Coker Division (1998 - 2000) Puerto la Cruz, Venezuela
Subcontract Administrator
• Directly supervised scheduling, progress and payments for the three main Venezuelan
subcontractors involved in the construction of a $350 million Coker for a grassroots oil
refinery while dealing with harsh working conditions, frequent labour unrest and changing
political and economic climates.
• Analysed contract conditions and prices while evaluating inflation/currency fluctuations in
order to determine most favourable bids and assisted in making subsequent awards.
• Prepared and presented various work packages to prospective bidders prior to construction.
ASiMI Silicone Process Plant (1997 – 1998) Butte, Montana
Field Engineer
• Controlled compliance of civil, structural, and mechanical systems in accordance with
drawings and specifications for a $1.2 billion polysilicone production facility.
• Resolved design and fabrication problems, either through on-site engineering or home office
coordination.
• Assisted in supervising and directing over 1500 craft personnel.
FP&L Boiler Megahaul (1996) Ft. Myers, Florida
Field Engineer
• Interpreted and coordinated implementation of over 150 new drawings and specifications.
• Provided technical supervision to over 300 craft personnel.
ADDITIONAL INFORMATION
• Bilingual (English & Spanish)
• Dual Citizenship – USA & Venezuela.
• Active volunteer for Street Squash (targeted at youth’s scholastic & squash skills).
• Successfully managed and traded personal portfolio during the last 5 years.
• Avid photographer – extensive European exposure.
• Enjoy sailing & woodworking.
ROBERTO DEAMBROGIO
Via Pinerolo, 24 100 Morningside Drive, Apt. 1H
20151, Milan, ITALY New York, NY 10027
Phone: +39-02-48203788 Phone: 212-866-2547
E-mail: rd463@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, May 2002
Member: Investment Banking Association, Private Equity Club, Tennis and Soccer Club, NOVA (Association of
Italian Students and Alumni of US Business Schools). Cluster representative. GMAT: 710 (96th percentile).
1993-1998 BOCCONI UNIVERSITY Milan, Italy
BA Magna cum Laude, Economics, February 1998.
G.P.A 4.0, Award for Best Graduates of the Year (top 2% of class).
1996 UCLA, University of California Los Angeles Los Angeles, CA
Exchange program (G.P.A. 4.0).
EXPERIENCE
1998-2000 BAIN & COMPANY, INC. Milan, Italy
Senior Associate Consultant
• Worked autonomously and in small teams with Bain Partners and Managing Director. Reported analyses and
recommendations to client top managers. Coordinated junior consultants and joint client-consultant teams.
Insurance Industry
• Implemented e-commerce strategy for a multinational top-tier European Insurance Company. Wrote the
business plan and created content for the web site (B2B and B2C, investments forecast $100 million).
• Negotiated contracts with service and product suppliers.
• Assessed strategic joint ventures and acquisition opportunities with Bainlab and a top tier investment bank.
Automotive and Motorbikes Sector
• Implemented cost reduction project (global sourcing and target costing issues) for a world class Italian car
producer. Saved $200 million. Enhanced industrial operations (product design and supplier management).
• Designed Auditing and Budgeting Process, spending significant time at client sites in Brazil and Turkey.
Coordinated three international Bain teams.
• Performed due diligence for a major venture capital firm on the acquisition of a multinational producer of car
and motorbike components ($400 million deal).
Fashion Sector
• Reorganized the commercial network of an internationally known Italian company (100 agents in Europe).
• Developed a commercial policy to expand the business into new foreign markets. Increased sales by 20% in
one year. Designed financial projection models to evaluate investments in the German market.
Travel and Leisure Sector
• Wrote business plan, evaluating possible synergies and cross-selling opportunities.
• Coordinated post acquisition process in $400 million acquisition of travel agency chain.
Industrial Appliances Sector
• Performed due diligence ($500 million deal) on three business units of a global company.
• Identified strategic actions to optimize business portfolio and increase shareholder value.
1997 PIRELLI S.p.A. Milan, Italy
Assistant Strategic Planning Manager
• Performed a competitive benchmarking project focusing on Eastern Europe for Pirelli Managing Director.
• Conducted extensive interviews of local dealers and suppliers.
ADDITIONAL INFORMATION
Hold EU work permit.
Native language Italian, fluent in English and French, both oral and written (several experiences of working
and studying abroad), basic level of Spanish.
Proficient in spreadsheets (Excel and Access) and modeling, word processors, MS Project.
Enjoy sports (tennis and French boxing trainer), volunteer work, travelling and cooking.
Marc J. Del Bene
317 W. 105th St. Apt 2B
New York, NY 10025
(212) 662-6119
mjd141@columbia.edu
EDUCATION
2000-2002 Columbia Business School New York, NY
MBA, Finance and Management, May 2002
Vice President: European Club; Member: Investment Banking Club, Private Equity Club
GMAT: 730 (98th percentile)
1997-1998 The London School of Economics and Political Science (LSE) London, UK
Graduate Degree in Sociology, July 1998
Academic Distinction - Graduated first in program
Assistant Editor of The Orbiter – LSE’s Journal on Law and Society
Extensive course work in research methodology
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL, New York, USA
MBA, Finance, May 2002. GMAT: 710 (98th percentile).
Clubs: Investment Banking, Private Equity, Sailing, Squash, Wine Society.
Features writer for Columbia Business School student newspaper The Bottom Line.
EXPERIENCE
1997 – 2000 THE WALT DISNEY COMPANY, London, United Kingdom
(Buena Vista Home Entertainment division; animated and feature film video distribution)
UK Senior Finance Analyst (1998 – 2000)
• Prepared forecast of annual UK retail financial results (US$150m turnover) every month for
corporate headquarters in Burbank, California.
• Reviewed and corrected monthly accounting results and analyzed customer account profitability.
• Analyzed marketing campaign plans and made recommendations to UK Finance Director.
• Developed strategic planning recommendations for senior management regarding market
segments, packaging, and title availability.
• Performed forecast and “post-mortem” analysis of national promotions.
• Chaired UK’s financial forecasting meetings, attended by senior UK management.
• Analyzed proposed royalty agreements for acquired titles (e.g. Sesame Street); compiled UK
division budgets and Five Year Plans.
• Supervised three analysts.
EDUCATION
2000 - 2002 COLUMBIA BUSINESS SCHOOL New York
MBA – Finance & Entrepreneurship – May 2002
Member – Latin American Business Association, Private Equity Club, Investment Banking Club, Soccer Club
EXPERIENCE
BOOZ ·ALLEN & HAMILTON Latin America
1998 - 2000 Senior Consultant
• Formulated the regional Internet strategy for Telecom Argentina (JV - France Telecom and Telecom Italia)
• Organized an innovation seminar for top management of a leading wireless telecommunications group in Latin
America. Conducted main analyses and led discussions within one of the working teams
• Performed valuation work for the sale of collections subsidiary of a major financial company
• Assessed footprint alternatives for SC Johnson in South America, modeling and analyzing pro-formas
• Conducted a competitive intelligence assessment analyzing major competitors for Aetna International in Latin
America. Focused on their business portfolios, entry and growth strategies and key performance indicators
• Led a client team to redesign key business processes for a major Healthcare company in Argentina
• Organized a seminar for leading corporate managers, entrepreneurs and local investors of the Internet industry
• Developed the presentation on Booz Allen’s Internet Vision in Argentina, which was presented at the Argentine
Telecommunications Chamber Conference
• Active in corporate recruiting, sanitization and upload of project results and the development of a training
program for entry consultants (in valuations and market assessment)
ADDITIONAL INFORMATION
• Native Spanish, fluent English, intermediate German, intermediate Portuguese, basic French
• Visited multinationals, local companies and government institutions throughout Asia as a personal initiative
• Lectured in the Engineering School of the University of Buenos Aires about Southeast Asia economies
• Started up an alumnae network to raise funds for frontier schools and homeless argentine children institutions
• Traveled to more than 30 countries around the globe
• Captured the Under-21-year-old Argentine national rugby championship
• Nacional Buenos Aires Alumnae Soccer Team – captain and metropolitan champions
• Seminars: Valuations (in-house, Booz Allen, 1999), Market Assessment (University of Buenos Aires, 1997),
Negotiation (1996), New Sales Channels in the Real Estate Industry (Citibank, 1996)
KORI R. DENNIS
101 Route 5, Unit 303
Edgewater, New Jersey 07020
201-886-2181
krd25@columbia.edu
EDUCATION
2000 – 2002 Columbia Business School New York, NY
MBA - Finance / Management - May 2002
Member: Investment Banking Club, European Society and Tennis Club.
EXPERIENCE
1997 – 2000 KPMG LLP Los Angeles, CA
Audit Manager
Project Management
Managed all aspects of the audit process for statutory audits, SEC filings and due diligence
reviews primarily in consumer goods and service industries, including:
• Audit of Nestlé USA, largest project at KPMG Los Angeles, with a 13 -person audit team
and a $2 million work plan.
• $7 million private placement and Initial Public Offering of The Neptune Society, Inc.
• Quarterly and annual filings of Skechers USA, Inc.
Business Development
• Significantly improved key client relationship resulting in $200,000 of additional work
related to a subsidiary carve-out of a multinational corporation.
• Interacted regularly with client senior management including audit risk-based-approach
presentation and recommendations to enhance business performance and strengthen control
environment.
• Assisted with new client proposals and negotiated special project fees.
Firm Management
• Coordinated staffing, prepared performance evaluations and acted as mentor.
• Participated in recruiting efforts, including conducting interviews.
• Ranked in top performance category vs. KPMG peers for all three years.
ADDITIONAL INFORMATION
US Permanent Resident, EU work authorized.
Native French speaker, fluent in English and Spanish.
Traveled extensively throughout Europe, Asia and North America.
Enjoy tennis, skiing and scuba diving.
Christopher M. Doody
300 East 40th St., Apt. 12A
New York, NY 10016
(212) 983-8370
cmd139@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance/Private Equity, May 2002
Member: Private Equity Club, Investment Banking Club.
EXPERIENCE
1998 – 2000 MMC CAPITAL, INC. Greenwich, CT
MMC Capital is the private equity subsidiary of Marsh & McLennan Companies, Inc.
(NYSE: MMC). The firm manages over $2.0 billion in third-party private equit y capital
with a focus on the financial services and telecommunications industries.
Associate
• Actively involved with the identification, negotiation, structuring and monitoring of
investments for Trident II, L.P., a $1.4 billion partnership focused on the financial
services and related industries.
• Appointed work coordinator responsible for the initial screening and staffing of Trident
II investment opportunities.
• Served on the Board of Directors of Sedgwick Claims Management Services, Inc., a
Trident II portfolio company.
• Served as the lead associate during the Trident II marketing and road-show process.
• Continue to work with MMC Capital on portfolio company monitoring and other
strategic assignments during business school.
Additional Information:
• College internships with Merrill Lynch & Co. (New York and Princeton, NJ) and Goldman, Sachs & Co.
(London).
• Series 7 and 63 registered.
• Enjoy golf, skiing and ice hockey.
NIRAV N. DOSHI
539 West 112th St. # 1F
New York, NY 10025
(212) 866-5785
nnd3@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance and Media, Entertainment & Communications, May 2002
Officer - Investment Banking Club; Member - Internet and Technology Business Group, Squash Club
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance and International Business, May 2002
Active member in Investment Banking, Investment Management, Equity Research and Real Estate clubs.
EXPERIENCE
1995-2000 SLATTERY SKANSKA, INC. Lyndhurst, NJ
Lead Estimator
Developed construction estimates for competitive bid of infrastructure projects.
• Projected value of over 30 construction projects, each between $15 million and $1 billion.
• Analyzed cost drivers, competitor strategies, labor risks and site requirements to formulate bids.
• Directed successful collaboration with JV partner in securing 2 consecutive light-rail contracts for San
Francisco Bay Area Rapid Transit, totaling $93 million in revenue.
• Supervised 3 junior engineers, delegating work effort and monitoring team performance.
• Implemented proprietary database to integrate estimating duties and improve information flow,
increasing productivity by 30%.
• Initiated Internet use to identify strategic opportunities in new geographic and client markets.
• Prevented over $9 million in losses through independent analysis of bids during deadline pressures.
Project Engineer
Supported field personnel with contract management and supervision of ongoing projects.
• Developed cash flow models and project schedules for nearly $2 billion in new construction.
• Prepared work plans, arranged material deliveries and mediated job-site conflicts.
• Structured 15 bid proposals and executed $85 million union subcontracts for 18-month design-build
New Jersey Turnpike bridge improvements project.
• Proposed value-engineering and cost-saving recommendations to state transportation agencies.
• Reviewed financial statements to assess subcontractor resources and job qualifications.
• Monitored project expenditures and communicated quarterly profit reports to senior management.
ADDITIONAL
• Dual US-Israeli citizenship. Fluent in Hebrew, currently studying Spanish. Extensive International travel.
• Proficient in Microsoft Excel, Word, PowerPoint and Project, Lexis -Nexis, and Dow Jones Interactive.
• Manage personal equity portfolio and 2.5-acre commercial real estate.
• Enjoy basketball, table tennis, golf and Middle East history.
RALF ELHADEF
3111 Broadway Ave. Apt # 3B
New York, NY 10027
(212) 663-3127
re189@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
GMAT: 710 (98th Percentile)
Member: Investment Banking Club, European Society, and Soccer Club
EXPERIENCE
1997-2000 A.T. KEARNEY, INC. New York, NY
Associate
• Supported market analysis research project on business-to-business engineering and construction
industry focused eMarketplaces
− Analyzed competit ive landscape, profiled players in the industry and identified alliances
− Identified opportunities and options within the marketplace
• Promoted to post-MBA level four months ahead of schedule
Senior Business Analyst
• Initiated and led strategic sourcing project for major engineering firm
− Developed work plan and performed comprehensive analysis to identify potential suppliers
and understand client spending patterns
− Managed and led five person client team through negotiations and supplier selection process
− Realized $4.3 million in savings, resulting in 45% cost reduction - The second highest
savings percentage for the category ever obtained on past 25 engagements conducted by A.T.
Kearney
• Worked on strategy project to improve the purchasing practices of a major engineering and
construction firm
− Identified current purchasing practices and potential components of the process aimed to
yield further savings
− Developed financial models to compute savings through implementation of new
recommended processes, $100 million in yearly savings realized
• Participated in developing make vs. buy decision mechanism for large consumer products firm
Business Analyst
• Assisted internal communication improvement initiative for major automotive firm
− Conducted symposium to benchmark the practices of sixteen firms across multiple industries
− Recommended communication plan to help improve relationship between management and
employees based on previous successful results obtained by participating firms
• Engaged in strategic sourcing effort for major automotive corporation
− Performed financial analysis and market research to help final vendor selection
− Obtained 31% in savings, resulting in $21 million estimated annual savings, exceeding the
targets by 19%
• Supported the development of organizational design recommendations for large IT provider
− Helped develop the final report indicating the new proposed organizational structure
ADDITIONAL INFORMATION
Native Turkish speaker. Fluent in English and French. Basic understanding of German
Currently enrolled in Chazen Institute Spanish language program
Enjoy skiing, swimming, soccer, dancing, reading, and traveling
Henchy Rachel Enden
1840 52nd St.
Brooklyn, NY 11204
(917) 685-0046
Henchy.Enden@columbia.edu
EDUCATION
1999 – 2001 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance May 2002
Member: Investment Banking Club, Finance Club, Columbia Women in Business, Net
Impact, Jewish Business Students Association, Ski Club
ADDITIONAL INFORMATION
• Series 3 Certified
• Drama Director of Major Concert Production
• Coordinator of the Annual Dinner for charity organization Ezra L’Marpeh, 1998/1999
• Enjoy skiing and traveling
JEREMY BLUE FORD
300 Mercer Street, #6J
New York, NY 10003
(646) 602-9019
jbf76@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Member: Private Equity Club, Investment Banking Club, Columbia Entrepreneurial Organization,
Distinguished Leaders Lecture Series
1993-1997 THE UNIVERSITY OF TEXAS AT AUSTIN Austin, TX
School of Business Administration
BBA, Finance, June 1997, Dean’s List
President and Treasurer, Sigma Alpha Epsilon Fraternity, 1995-1996
EXPERIENCE
1999-2000 CALIFORNIA FEDERAL BANK, FSB (CFB) New York, NY
Associate, Office of the Chairman
Pursued acquisition opportunities and evaluated other strategic initiatives for CFB and Liberte
Investors, Inc., public holding company affiliated with CFB Chairman
• Screened offering memorandums of distressed financial institutions to identify potential
acquisition candidates
• Assessed impact of acquisitions and other strategic initiatives on projected earnings, debt
ratings, and interest rate exposure
• Extensive involvement in financial and operating due diligence of 8 potential transactions with
median transaction size of $250 million
Key Projects:
• Researched and analyzed potential acquisitions of four distressed companies. Through financial
and operating due diligence, assessed viability of combining businesses and effects of varying
capital contributions on pro forma debt ratings
• Participated in screening, bidding, and due diligence stages of acquiring Downey Financial
Corp.’s sub-prime auto lender. Created detailed earnings, contribution, and merger models to
determine offer price
• Modeled sensitivity to rate shock scenarios. Recommended changes in portfolio composition to
mitigate potential negative effects on projected earnings
1997-1999 SALOMON SMITH BARNEY New York, NY
Analyst, Financial Institutions Group
Worked closely with senior bankers in the solicitation and execution of financing and advisory
transactions for existing and prospective clients
• Analyzed international and domestic banks, thrifts, and insurance companies
• Performed valuations using comparable company analysis, precedent transaction analysis,
ability-to-pay analysis, discounted cash flows analysis, share repurchase modeling, and
purchase/pooling modeling
Key Projects:
• Advised MMI Companies on its sale to St. Paul Companies for $200 million. Built
consolidating earnings and discounted cash flows models to value the company. Created
subsequent purchase models to evaluate cost savings potential to interested acquirers
• Consulted superregional bank on simultaneous acquisitions of two thrifts. Conducted
purchase and pooling modeling with consideration of capital constraints and one thrift’s
pending litigation
ADDITIONAL INFORMATION
• Strong skills in Excel, Word, PowerPoint, Bloomberg, SNL, IDD, and Factset
• Enjoy running, skiing, scuba-diving, traveling, and college football
CHUNG-HONG FU
424 West 119th Street #42
New York, NY 10027
(917) 251-4861
cf316@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance/International Business, May 2002
Vice President of Finance: Greater China Society
Member: Columbia Finance Association, Investment Banking Club, and Asian Business Association
GMAT: 720 (98th percentile)
EXPERIENCE
1999 – 2000 TEMPLE-INLAND INC. Austin, TX
Business Analyst
Served as a member of a multi-d isciplinary team that provided analytical support to the chief financial
officer and the treasury department.
• Investigated new initiatives to create greater shareholder value from the company's forest
operations such as divestiture, issuance of letter stock, and conversion to a real estate investment
trust (REIT).
• Computed risk adjustments to the cost of capital for the Forest Group.
1993 – 1996 U.S. FOREST SERVICE / NORTH CAROLINA STATE UNIVERSITY Raleigh, NC
Research Assistant
Forecasted potential market effects of global climate change on the North American forest products
industry using econometric modeling.
• Designed supply and demand functions of U.S. timber markets.
• Identified and collected economic and scientific data from the forest products industry,
meteorology and forest ecology for integrated simulation.
ADDITIONAL INFORMATION
U.S. citizen; native English speaker; fluent in Mandarin Chinese.
Proficient in computer applications related to statistical and econometric analysis, linear and nonlinear
optimization modeling, and risk analysis. Knowledge includes: SAS, LINDO, MS Excel Solver,
What's Best! and @Risk.
Enjoy bicycling, animation, classic rock, and comic books.
Geographically flexible.
JAMES GHALAYINI
420 West 119th Street, Apt. 27
New York, NY 10027
Phone: (212) 678-0010
Email: jsg146@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA - Finance - May 2002
GMAT - Math: 99th Percentile, Total Score: 700, 97th Percentile.
Investment Banking Club, Internet and Technology Business Club, European Club,
Soccer Club, Ski Club, Squash Club, volunteer statistics tutor.
EXPERIENCE
1998-2000 EXXONMOBIL Toronto, Canada
Project Manager, Products and Chemicals
• Managed construction projects for distribution and marketing of petroleum products.
• Analyzed, evaluated and recommended viable projects using DCF models and
sensitivity analysis.
• Estimated required capital expenditures, prepared project budgets and scheduled
project activities, manpower and milestone timelines.
• Reviewed project’s detailed design and approved engineering drawings.
• Negotiated and awarded work contracts to vendors, contractors and consultants.
• Coordinated project teamwork, communicated financial and operational progress to
management and internal clients.
PROGRAMMING SKILLS / I.T. CERTIFICATIONS: Visual Basic, C, SQL/PL SQL, Fortran, OCP
Oracle 8 (Oracle Certified Professional DBA), SAP R/2, MS Project, MS Excel.
ADDITIONAL INFORMATION
Canadian Citizenship.
Fluent in English and French, Native Arabic speaker.
Involved in community service – recently New York Cares Day, CWIB clothing drive.
Enjoy studying new technological developments, ski, tennis, squash, soccer, chess and
traveling.
BRYAN M. GOODE
3636 Greystone Ave. Apt. 5K
Riverdale, NY 10463
(718) 432-8311
bmg54@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA B USINESS SCHOOL New York, NY
MBA, Finance/Strategic Management, May 2002
Elected: Cluster Technology Representative
Member: Investment Banking and Sailing clubs
GMAT: 760 (99th percentile)
EXPERIENCE
1998 – 2000 KANSAS CITY POWER & L IGHT Kansas City, MO
Lead Analyst, Information Technology (April 1998 – August 2000)
• Evaluated competing infrastructure technologies, presented cost/benefit analysis to senior
management and obtained project buy-in
• Responsible in part for allocating greater than $1M/year towards technology initiatives
• Spearheaded action plan for successful replacement of corporate data center
• Initiated vendor realignment to coincide with new strategic imperatives, emphasizing high
quality support, flexibility and competitive pricing
• Recruited, trained and led group of new analysts responsible for essential computer systems
ADDITIONAL INFORMATION
Math instructor at the University of Kansas (August 1994 – December 1997)
Volunteer mentor for troubled youth with YouthFriends (March 1999 – May 2000)
Enjoy golf, basketball and reading
ANDREW M. GREENBERG
124 W. 60th Street, Apt. 19H
New York, NY 10023
(212) 581-3270 . ag1005@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Member - Investment Banking Club, Internet and Technology Business Group
GMAT Score: 710 (97th percentile)
EXPERIENCE
Summer 2000 MONSTER.COM Maynard, MA
Pre-MBA Intern, Ventures Group
Conducted market study on the Professional Services Supply Chain, with an emphasis on online labor
procurement.
Recommended aligning Monster’s existing online recruitment model with a professional services
automation company to senior management.
Identified and initiated discussions with a potential acquisition for Monster.com.
ADDITIONAL INFORMATION
Passed CFA Level I (June 1998)
Registered Representative: Series 7, 63
Member of Tufts Alumni Admissions Program. Interview and evaluate applicants.
Enjoy all athletics, especially basketball, golf, and skiing. Recreational backgammon player.
LAUREN ANN HANISCH
435 W. 119th St., Apt. 1G
New York, NY 10027
Phone: (646) 295-4100
E-mail: lah127@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance/Management, May 2002
Member: Investment Banking Club, Latin American Business Association, Columbia Women in
Business
WORK EXPERIENCE
1999-2000 VITALCAST.COM Tampa, FL
Director, Internet Affiliate Relations
Led cross-functional team of technology, merchandising and design professionals in a key online
marketing initiative for an eHealth internet company.
• Identified and hired external partner to help implement strategic plan to increase brand awareness,
drive traffic to our site and acquire customers.
• Coordinated content and design of online banner advertising; developed and designed website
content to facilitate e-commerce from a large potential affiliate network.
• Secured over 6,000 affiliate marketing partners, analyzed traffic and e-commerce generated
through this large new sales channel.
• Assumed Network Affiliate Manager role for website’s radio broadcasters and e-commerce
partners. Responsibilities included coordinating new technology and development changes on the
site as well as leveraging existing business relationships.
• Developed roadshow presentation for second round of private equity financing as well as the
Company marketing presentation for the Exposition East 1999 tradeshow.
• Created and distributed monthly newsletter to affiliates highlighting special promotions and new
products.
ADDITIONAL
Patient/Family Volunteer for LifePath Hospice of Hillsborough County. Member of Tampa Bay Child
Abuse Council. Interests include golf, tennis, skiing, hunting and jogging. Certified scuba diver.
Travel throughout Western Europe and Caribbean. Proficient in Spanish.
Joseph H. Heyer
210 West 94th Street, Apt. 5J
New York, NY 10025
Phone: (212) 663-9140
Email: jhh119@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Member – Investment Banking Club, Columbia Finance Association, Harlem Tutorial Program
GMAT: 760 (99th percentile)
EXPERIENCE
1997 – 2000 SANFORD C. BERNSTEIN & CO., INC. New York, NY
Senior Associate Portfolio Manager
Joined team of associates responsible for the maintenance of firm’s largest and most complex
private client accounts. Responsibilities were similar to those of an associate, but also included:
• Supervised eight associate portfolio managers. Assisted in interviewing and development of
new associates.
• Oversaw team of associates responsible for reviewing all client requests to impose
guidelines concerning account management. Worked with senior management to determine
potential effects on portfolios.
• Performed quantitative studies, in cooperation with the Product Development Group, testing
the implications of changing various inputs to the optimizer as a means to customize the
portfolio management process for firm’s largest clients.
• Created addendum to be included with firm’s standard marketing presentation for client’s
with a large concentration of wealth in restricted Internet shares.
ADDITIONAL INFORMATION
• Enjoy Golf, Tennis, Travel
• Series 7 and 63 licenses
• Worked as cabana boy for seven summers (1989 – 1995)
TODD M. HEYSSE
456 Riverside Drive, Apt 6C
New York, NY 10027
212-665-8032
th380@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Club Memberships: Private Equity, Internet & Technology Business Group, Investment Banking, Golf
GMAT: 710
EXPERIENCE
1995-2000 U S WEST, INC. Littleton, CO
NETWORK & TECHNOLOGY SERVICES
Network Planning Manager (1997-2000)
• Developed corporate capital investment strategies for switching and outside plant technology.
• Modeled financial and network impacts of new technology as part of contract negotiations ranging
from $20 million to $150 million.
• Created quarterly deployment plans and capital investment requirements for the corporation.
• Optimized an annual capital budget exceeding $1.2 billion.
• Developed deployment strategies for broadband services such as digital subscriber line (DSL) and
video.
• Managed a ten-member software development project to enhance modeling capabilities.
Planning Consultant
• Developed a twenty-year financial forecast model for a generation and transmission power
cooperative.
• Formulated long-term power planning strategies including conservation, demand side management,
and plant construction.
• Analyzed power load data to determine effectiveness of planning strategies already in use.
ADDITIONAL INFORMATION
• Financial Manager for fifty-member housed fraternity. Directed annual budget of $350,000.
• Interests include personal investing, golf, and skiing.
• Proficient in MS Excel, Word, SQL, and several programming languages.
H. SEBASTIAN HIRSCH
Arcos 3031, Capital Federal 506 West 122nd Street #34
(1428) Buenos Aires, Argentina New York, NY 10027
Phone: (54-11)-4702-7424 Phone: 212-316-4154
Email: hirsch_hs@yahoo.com Email: hugo.s.hirsch@columbia.edu
EDUCATION
2000 - 2002 COLUMBIA BUSINESS SCHOOL - New York, NY
MBA, Finance and Strategic Management - May 2002
Member: Columbia Finance Association, Investment Banking Club, Private Equity Club, Technology
& Internet Group, Latin American Business Association, European Society.
EXPERIENCE
1998-2000 CITIBANK NA - Global Corporate & Investment Bank - Buenos Aires, Argentina
CASH MANAGEMENT OPERATIONS’ HEAD - Operations & Technology Division
Managed staff of 21 (performance reviews, compensation recommendations, career advice, etc).
Achieved 45% increase in customer satisfaction through focused improvement.
Reduced sector’s operating expenses by 16% while increasing employee satisfaction to 85%.
ADDITIONAL INFORMATION
Double citizenship: Argentinean/German (native in Spanish, fluent in English and German).
Proficient in all major computing applications (word processing, spreadsheets, project management and others).
Enjoy traveling (one year backpacking trip in 1995, exchange student in Germany in 1988).
WARREN S. HUANG
415 West 118th Street, #22, New York, NY 10027
Warren. Huang@columbia. edu / 917-992-2325
Education
2000-2002 Columbia Business School New York, N.Y.
M.B.A., Finance, May 2002
GMAT: 720 (98th percentile)
Member: Investment Banking Club
Co-founder and Treasurer: Dual Degree Student Association
Experience
2000 Skadden, Arps, Slate, Meagher & Flom LLP New York, N.Y.
Summer Associate
• Corporate Finance: Wrote portions of S-1 and attended drafting sessions for initial
public offering of Sky Global Networks, Inc., estimated to raise $3 to $5 billion, as
part of team serving as underwriters’ counsel to Goldman Sachs and Merrill Lynch.
• Mergers & Acquisitions: Performed due diligence on behalf of a private equity firm
in a Series B financing of an internet service provider by analyzing service and
supplier contracts, communications tower leases, and prior M&A and financing
activities. Wrote portions of proxy statement for biosciences industry merger.
• Real Estate: Reviewed long-term lease of property and customized building from
New York City for a major investment bank; drafted resolutions approving loan
restructurings for the directors and officers of a real estate fund and its subsidiaries.
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, May 2002
Member: Investment Banking Club, Real Estate Association and Gourmet Club
GMAT: 730 (98th Percentile)
EXPERIENCE
CB RICHARD ELLIS, INC. New York, NY
1998 – 2000 Director, Corporate Services
• Managed real estate account activities for John Hancock, Prudential Insurance, Saatchi & Saatchi and
NEC America totaling $15 MM million in annual revenues.
• Hired, trained and oversaw five associates executing over 200 office leases annually.
• Managed joint CB/3rd party project team to produce NEC’s US real estate consolidation plan.
• Presented recommendations to NEC and helped draft the business case approved by NEC’s board.
• Structured and helped negotiate NEC’s new $200 MM North American headquarters campus.
• Analyzed market and advised client on value maximization of 350,000 sf New Jersey office building.
• Coordinated acquisition team for client’s 120,000 sf Asian headquarters building in Seoul, Korea.
• Awarded New York region’s Rookie of the Year 1998 and Innovative Team awards 1998, 1999.
• Selected (1st 200 out of 5,000 globally) for strategic cross-selling program at USC School of Business.
ADDITIONAL
• Compete in international sailboat racing. Watch Captain on Newport-Bermuda Race 1998, 2000.
• Experienced in Pro-Ject, Excel, Word, MS Project and GIS mapping applications.
• Conversant in Spanish.
• Former American Field Service exchange student in Osorno, Chile.
KEVIN J. KHANNA
145 West 67th Street, Apt. 27G
New York, NY 10023
(917) 597-5485
kjk72@columbia.edu
EDUCATION
2000 - 2002 COLUMBIA B USINESS SCHOOL NEW YORK, NY
MBA, Finance, May 2000
Member: Private Equity Club, Investment Banking Club, High Technology Club, Tennis Club
1992 - 1996 UNIVERSITY OF ROCHESTER ROCHESTER, NY
BA, Economics and Political Science, May 1996
Cum Laude, Distinction in Economics, Management Certificate – Finance Track
Internship: Applications Consultant and Developer at TIBCO, Inc.
EXPERIENCE
PERSONAL
• Proficient in MS-Office, Factset, Visio, Bloomberg, SDC, MarketSheet and Lexis -Nexis
• Current participant in Junior Achievement and The Harlem Tutorial Program
• Interests include personal investing, travel, tennis, golf, basketball and exercising
• Previous volunteer work includes Junior Achievement, JP Morgan Community Mentor program and
several New York Cares events
CARIM V. KHOUZAMI
515 W. 111th St., Apt. 2A
New York, NY 10025
Home: (212) 222-7145
cvk18@columbia.edu
EDUCATION
2000 - 2002 COLUMBIA BUSINESS SCHOOL New York, NY
M.B.A. – Concentration in Finance, expected graduation May 2002
Member: Private Equity Club, Investment Banking Club, Internet and Technology Business
Group, Street Squash Mentoring Program, Ski Club, Squash Club.
GMAT: 710 (96th percentile)
EXPERIENCE
1998 – 2000 BANK OF AMERICA, N.A. Bethesda, MD
Corporate Finance Analyst
• Performed extensive credit analyses of electric and gas utilities, including the evaluation
of cash flow, leverage and overall financial condition.
• Provided quantitative analyses, including financial modeling and relationship profitability
projections, for use in originating and structuring senior bank debt and other products.
• Developed customized models to analyze historical and pro-forma financial performance,
value drivers, capital structure and financing alternatives.
• Prepared industry analyses to evaluate market dynamics and clients’ competitive
position, with special focus on the progress of deregulating legislation and the impact on
and preparedness of the group’s existing client base.
• Worked with deal team to prepare detailed memorandums to facilitate internal credit
decisions.
• Participated in client engagements and assisted in drafting of information memorandums
for distribution to the bank group.
• Responsible for a $2.1 billion portfolio for three-months while Principal was on
maternity leave.
ADDITION INFORMATION
Dual US-Lebanese Citizenship
Conversant in French
Interested in the technology industry - attended various conferences and forums
Extensive overseas travel, ranging throughout Europe and North America
Avid skier and golfer
MARC KIRSCHNER
420 East 55th Street, 5R
New York, NY 10022
(212) 980-9341
MarcDK@aol.com
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance and Management, May 2002
Elected: Associate VP, Careers, Internet and Technology Business Group
Elected: Panel Chair, Cyberposium (Harvard Business School conference)
Elected: Cluster Representative, The Bottom Line (CBS student newspaper)
Member: Investment Banking Club, Private Equity Club
GMAT: 780 (99th Percentile)
EXPERIENCE
2000-Current IJETSET CORPORATION New York, NY
Vice-President, Business Development
• Work directly with CEO and Board of Directors to develop and implement long
term strategy for startup travel company delivering services and content via
print, wireless and the Internet. Company began rollout in September 2000.
• Conceived TravelFriend network to create proprietary content and services
model.
• Initiated extensive site redesign prior to launch. Consult on website design and
functionality.
• Design and negotiate strategic partnerships with leisure infrastructure
companies, such as TravelHero, RestaurantRow and Strategic Events Marketing.
• Wrote and edited content for the Hamptons, St. Barth’s and Las Vegas.
ADDITIONAL INFORMATION
Hold NASD Series 7 & 63 licenses.
Enjoy skiing, scuba diving and sushi preparation
THOMAS L. LABADIE
131 West 75th Street, Apt #5A
New York, NY 10023
(917) 441-1645
tll20@columbia.edu
____________________________________________________________________________________________________
EDUCATION
2000 - 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance/Management, May 2002
Awards: 1st Place Team, J.P. Morgan M&A Case Competition.
Elected: Co-chair of I-Prep - A job interview preparation service for welfare-to-work clients.
Member: Investment Banking Club, Wine Society, Gourmet Club.
GMAT: 730 (98th percentile)
1993 - 1997 BUCKNELL UNIVERSITY Lewisburg, PA
BS, Chemical Engineering, May 1997
Graduated Cum Laude, GPA 3.5/4.0
Honors: Dean’s List (5 semesters), Tau Beta Pi National Engineering Honor Society.
Elected: Rush chairman for fraternity - Recruited largest new member class on campus in Fall 1995.
1996 UNIVERSITY OF NOTTINGHAM Nottingham, England
Semester abroad: Studied both engineering and liberal arts.
EXPERIENCE
1997 - 2000 AKZO NOBEL POLYMER CHEMICALS, LLC Edison, NJ
Akzo Nobel, a Dutch company, is a global leader in the chemicals, pharmaceuticals, and coatings
industries with sales in excess of $13 billion.
Significant achievements
• One of 1st three US students selected for The Akzo Nobel International Business Course.
• 1st American hired into Pooled Scholars Program.
• Youngest employee selected for Akzo Nobel Introduction Program for upwardly mobile employees.
Maintenance Engineer (1998 – 2000)
• Supervised skilled labor crew of 10-14 union mechanics in their daily work.
• Planned and scheduled resources for company’s maintenance work order system.
• Led site-wide implementation of SAP Plant Maintenance Module used by 40 people.
• Supervised team of 4 employees in master data and training material compilation tasks.
• Developed training program and conducted training sessions for 40 employees.
• Analyzed over 6,000 line entries in master data tables to check for accuracy – preventing entry of bad
data is essential for integrity of results.
• Provided on-call emergency support 24/7 for maintenance repairs increasing production efficiency.
• Managed capital projects of up to $100K in value for new equipment installation and facility upkeep.
Process/ Production Engineer (1997 – 1998)
• Compiled technical manual to summarize three years of key field experience and research data.
• Supervised 2nd shift personnel for $2.4 million expansion project’s commissioning and start-up.
• Coordinated site TQM process as part of 12-member Quality Process Improvement Team.
1995 - 1996 H & H REALTY Hasbrouck Heights, NJ
H & H Realty is a private real estate management company with assets over $2 million.
Summer and Winter Intern
• Facilitated transition to computerized bookkeeping system to improve tracking of rental income.
• Learned property management program independently and trained 3 employees on use of system.
• Analyzed damaged facility by interviewing contractors and conducting literature research.
• Wrote report detailing repair recommendations and economic and risk assessments.
ADDITIONAL INFORMATION
• Former Sergeant-at-Arms officer (elected), Wayne Toastmasters, public speaking development club.
• Enjoy travel (backpacked throughout Europe), reading, theater, and dining out.
CARLO D. LAMBERTI
222 West 10th St. Apt. 4B
New York, NY 10014
(212) 727-8633
Carlo.Lamberti@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance / Management, May 2002
Member: Investment Banking Club, Private Equity Club, Management Consulting Association.
GMAT: 730 (99th percentile)
EXPERIENCE
1998 – 2000 BAYERISCHE HYPO-UND VEREINSBANK New York, NY
(2nd largest German bank by asset size.)
Associate Director / Portfolio Manager – Leveraged Finance Group
• Managed $250 million high-yield loan portfolio comprised of 15 non-investment grade
borrowers in the telecommunications, chemical and paper industries.
• Negotiated and exe cuted syndicated loan purchases from major commercial and investment
banks.
• Worked on six person team to develop bank’s first Collateralized Loan Obligation, a $500
million high-yield loan fund marketed to European investors.
• Designed and implemented database to monitor $1.2 billion high-yield portfolio.
• Established highly profitable $100 million lending relationship with Paul Allen’s Charter
Communications cable television group.
• Trained U.S. and German analysts in cash flow modeling.
ADDITIONAL
Completed coursework in computer programming (Visual Basic) and database development
(Microsoft Access).
Volunteer at Harlem RBI, a baseball and tutoring program for inner-city teenagers.
Studying Spanish; traveled extensively in Western Europe and the Balkans.
Geographically flexible.
JASON LATE
134 W. 93rd Street, Apt. 2C
New York, NY 10025
Tel. (212) 865-6719
JL1433@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA: Finance, May 2002
• 3rd place – JP Morgan M&A Case Competition, Fall 2000
• Investment Banking Club, Private Equity/Venture Capital Club
• Small Business Consulting Program, Energy Roundtable, Follies
• GMAT: 740
Fall 1996 WHARTON SCHOOL-UNIVERSITY OF PENNSYLVANIA Philadelphia, PA
BBA Coursework: Finance, GPA 4.0/4.0
1991 – 1996 UNIVERSITY OF SOUTHERN CALIFORNIA Los Angeles, CA
BS: Chemical Engineering; Economics Minor
• L.L. Handy Award for Academic Excellence in Chemical Engineering
• Dean’s Scholarship recipient for academic excellence
• Elected president of Society of Petroleum Engineers
1993 – 1994 LONDON SCHOOL OF ECONOMICS London, UK
Economics Minor Coursework: Monetary Economics, Theory of Business Decisions
EXPERIENCE
1997 – 2000 PURE ENERGY CORPORATION New York, NY
Six employee development-stage alternative fuels and renewable energy company
Engineering Analyst
• Created model for income projections used in external fund-raising efforts
• Compiled financial statements; worked with Arthur Andersen during annual audits
• Managed and developed customer relationships during test phase of key products
• Hired and supervised consultants and third party researchers
• Coordinated emissions-testing programs at independent laboratories; $200,000 budget
• Performed key research in discovery of first commercial revenue generating product
• Wrote technical portion of Alternative Fuel petition to U.S. Department of Energy
1996 TEXACO EXPLORATION & PRODUCTION, INC. Bakersfield, CA
Production Engineer
• Optimized production in problematic region; increased profit-per-well by 50%
• Managed team of four in maintaining production from 300-well district
Summer 1995 LEHMAN BROTHERS, INC. New York, NY
Intern, Trading Services
• Worked with accountants to compile day-to-day and month-end financial statements
for exchange rate, currency and commodity swaps
Summer 1994 DONALDSON, LUFKIN & JENRETTE - PERSHING DIVISION Jersey City, NJ
Junior Investment Research Analyst, Equity Research
• Composed initial drafts of company update/evaluation reports for senior analysts
• Layout editor for first issue of new quarterly publication
ADDITIONAL INFORMATION
Computers: Microsoft Excel, Word, Power Point
Achievements: Professionally licensed and sponsored motorcycle road racer
Professional film and television actor until college
Hobbies: Running, travel, film, music
Marshall Y. Lee
309 W30th Street. Apt 3E
New York, NY 10001
(212) 967-6359
myl1@columbia.edu
___________________________________________________________________________________________
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
GMAT: 740 (99th percentile)
AVP of Finance: Internet Technology Business Club. Member: Investment Banking Club, Golf Club, Squash
Club, Net Impact
EXPERIENCE
• Participated in creation stage of new enterprise-wide Risk Management department, including writing
business plan, developing financial/cost model for new department.
• Conducted extensive research in unstructured environment on enterprise-wide Risk Management
structure, best practices, and solutions.
• Prepared presentations of findings and recommendations to Board of Directors. Obtained initial board
approval.
• Directed development of business continuity plans for 48 departments, international divisions, and
subsidiaries. Responsibilities included advocating and educating business units as well as being the
point of contact of all departments during implementation.
ADDITIONAL INFORMATION
Fluent in several Chinese dialects (Mandarin, Shanghai, Cantonese).
Active involvement in local community services.
Hobbies: Extensively traveled in China and Australia, outdoor activities, martial Arts.
CHERYL LEVANE
225 East 63rd Street, Apt. 11D
New York, NY 10021
212-759-8608
cal163@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Elected AVP of Corporate Relations - Columbia Finance Association and Class Career Representative.
Member of Investment Banking Club, Hermes Society and Distinguished Leaders Lecture Series.
Weekly Columnist, The Bottom Line (student newspaper).
EXPERIENCE
1996 – 2000 KPMG LLP
Manager, Financial Services Practice (2000) New York, NY
Clientele: Publicly traded broker-dealers, an investment bank, an alternative trading system, an asset
management company, an international bank and a transfer agent/registrar.
• One of three supervising seniors to be promoted to Manager one year early.
• Managed senior-level client re lationships, negotiated fee agreements, and marketed firm products
to nine clients, including the New York operations of HSBC.
• Supervised 6-10 staff members in planning and executing audit and other client services.
• Advised clients on a variety of technical accounting and SEC reporting issues.
Supervising Senior Accountant, Financial Services Practice (1998 – 2000) New York, NY
• Exceeded firm chargeability goals by 200 hours (10%) in both fiscal 1999 and 2000. Earned
highest possible performance-based bonus for being ranked first in class of 35 in 1999 and 2000.
• Directed daily engagement activities, including supervising staff, developing and implementing
audit plans, managing budgets and coordinating with affiliate offices and specialists.
• Identified and evaluated business risks via strategic, business process and benchmarking analyses.
• Audited critical areas, including risk management, private equity portfolio valuation, securities
pricing and investment banking revenue recognition.
• Researched and analyzed complex financial issues such as accounting for spin-offs, mergers and
acquisitions, international joint ventures, and internally developed software valuation.
• Reviewed and provided comments on clients’ quarterly and annual financial statements, earnings
releases, SEC filings, analyst call presentations and web-site information.
• Prepared client presentations to generate new business and comfort letters for securities offerings.
ADDITIONAL
Certified Public Accountant, New York State
Actively participated in KPMG’s Make a Difference and Mentoring Programs
Enjoy traveling, skiing and the theatre
Laurie H. Liu
610 W.113th St., #5C
New York, NY 10025
Phone: (201) 232-5989(M)
lhl38@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance. May 2002.
Member: Investment Banking Club, Columbia Women in Business, Wine Society, Golf Club.
First Place Team in JP Morgan M&A Game
ADDITIONAL
• Chartered Financial Analyst (CFA) Program: Level II Candidate.
• Securities Registration: Series 7, Series 63.
• Native Mandarin speaker, conversational Italian, and working knowledge of French.
• Enjoy traveling, outdoor sports, reading, classical music and learning golf.
LLOYD MALLAH
424 West End Ave. Apt 16L
New York, NY 10024
212-579-6970
lam221@columbia.edu
EDUCATION
2000 - 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Member: Investment Banking Club, Internet and Technology Business Group, Private Equity Club
GMAT: 710 (96th percentile)
EXPERIENCE
1997 – 2000 ERNST & YOUNG, LLP New York, NY
Summer 1995 KAUFMAN, GREENHUT, LEBOWITZ & FORMAN, LLP New York, NY
• Assisted senior accountants in year end-audits of several clients.
• Utilized tax return software package to process client tax returns.
ADDITIONAL INFORMATION
CPA – Obtained New York State public accountancy license in October 1999.
Computer Skills – Proficient in Microsoft Office applications. Extensive experience with
database applications.
Tourette Syndrome Association - Volunteer since 1988: Assisted in operations of office,
fundraising and computer database maintenance.
Sigma Alpha Mu Fraternity – Co-Chaired alumni committee; served as Vice President - primary
responsibility focused on managing the risk associated with events held within the fraternity.
Interests – Travel, hiking, fishing, and sports.
JAY L. MALLEN
240 W. 104th Street, Apt #3E
New York, NY 10025
212-531-2109
jlm251@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance and Economics, May 2002
Member, Investment Banking Club
Volunteer, Harlem Tutorial Program
EXPERIENCE
1997 – 2000 ERNST & YOUNG, LLP Los Angeles, CA and Miami, FL
Tax Consulting Senior, Entrepreneurial Services Group
• Worked with closely held companies on tax planning issues related to mergers and acquisitions
• Intimately involved in sales efforts to provide clients with innovative tax planning strategies
• Liaison to R&D Tax Credit Group
• Project manager of multimillion dollar R&D tax credit project for international client
• Played key role in successfully claiming $7 million R&D tax credit for California-based client
• Awarded bonus for exceeding revenue objectives
• Received highest possible rating on annual performance reviews each year with firm
• Ranked first in peer group of approximately 80 consultants during fiscal year 1999
1995 – 1999 KRAV MAGA NATIONAL TRAINING CENTER, LLC (KMNTC) Los Angeles, CA
KMNTC is a high-end fighting and fitness facility in West Los Angeles that runs programs popular among
law enforcement officers and residents of Los Angeles. Helped build Company from zero customers in 1995
to 1400 in 1999.
Director of Finance
• Participated in the structuring of the start-up equity private placement
• Structured the raising of additional capital in subsequent years
• Managed large asset acquisitions
• Prepared quarterly and annual financial statements and projections
• Oversaw projects outsourced to the Company's independent accountants
1994 – 1995 LAW OFFICES OF GENSON, EVEN, CRANDALL & WADE Los Angeles, CA
Accounting Clerk
General accounting support (Part-time employment while student at UCLA)
ADDITIONAL INFORMATION
• Certified Public Accountant in state of Florida (in progress)
• Proficient in Microsoft Word and Excel
• Proficient in Lexis -Nexis, CCH research services, and BNA Tax Portfolio online services
• Certified instructor in Israeli self defense system
• Enjoy surfing and other outdoor related activities
David E. Marinoff
165 West 66th St., Apt. 5K
New York, NY 10023
(212) 579 – 9231
dem38@columbia.edu
EDUCATION
1998 – 2000 Columbia University New York, NY
Columbia Business School
MBA, Finance, expected 2002
GMAT: 780 (99th percentile)
Activities: Dual Degree Student Committee, Executive Committee member
Investment Banking Club; Columbia Finance Association
EXPERIENCE
2000 Dewey Ballantine LLP New York, NY
Summer Associate - Corporate and Tax Departments
• Drafted loan and forward contract documents for a structured repurchase of $500,000 of stock.
• Researched tax issues related to stripped coupon bonds and the sale of IO and PO trust interests.
• Due Diligence for a $300,000 private placement sale of a technology company.
• Participated in practical legal education classes including public speaking and presentation workshops,
deposition training and bankruptcy simulation.
1994 – 1996 Camp Ramah in the Berkshires Wingdale, NY and New York, NY
Operations Manager
• Managed/supervised office staff of fifteen people.
• Coordinated all departmental purchasing; acted as liaison between program and operations staff.
• Oversaw all camp transportation needs, scheduling drivers for trips and leasing vehicles.
• Produced and edited informational brochures, staff handbook and staff directory.
ADDITIONAL
Languages: Conversant in Hebrew; learning German
Computer: All Microsoft Office applications; Lexis-Nexis
Personal: Biking; skiing; collecting old and rare books; film; Italian cooking; wine; Classical music
CHRISTIAN MATTHAEUS
340 W. 72nd Street, LL-1
New York, NY 10023
(917) 647-2523 / cm817@columbia.edu
EDUCATION
2000 – present COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May, 2002
Member: Investment Banking Club, Columbia Finance Association, European Society, South Asian
Business Association, I-Prep
1993 – 1997 POMONA COLLEGE Claremont, CA
B.A. Mathematics and Sociology. GPA 3.5
Honors / Distinctions: Pomona Scholar, maintained GPA higher than 3.67 for entire senior year
Summer 1996 Student Undergraduate Research Program (SURPS): Awarded a $1,500 grant to conduct research in
Germany regarding the effect of citizenship on identity of Turkish-German immigrant students
Spring 1996 BUDAPEST SEMESTERS IN MATHEMATICS Budapest, Hungary
Selected to study abroad in an advanced level mathematics program
WORK EXPERIENCE
1997 – 2000 PHB HAGLER BAILLY, INC. (merging with: PA CONSULTING) Los Angeles, CA
Consulting firm providing expertise in finance and accounting to litigation attorneys, management and
economic advice to utilities and strategic environmental advice to industrial companies
Senior Analyst
Collaborated directly with partners of firm. Sole analyst to be staffed in all three of the firm’s areas, trained
junior analysts and recruited prospective analysts
Litigation Consulting
Analyzed financial statements to develop damage models for litigation cases for clients ranging from
Fortune 500 to private companies
Participated as sole analyst in 9 major case teams, including:
$200-300 million lost profits claim due to infringement of right of first refusal (in progress)
$80 million “Racketeer Influenced and Corrupt Organizations” claim against an apparel company
$36 million lost profits anti-trust claim against a state-owned gas company
Conducted due diligence in major industries, from insurance to telecommunication companies, to assess
strength of financial projections
Created macros and ran sensitivity analyses to quantify changes in underlying assumptions
Built models to quantify damages due to fraudulent announcement on publicly traded stocks using
regressions and macros
Interacted daily with clients and their attorneys to refine analysis during trials, arbitrations and
depositions
Utilities Consulting
Developed model that applied microeconomic principles of aggregate supply and demand curves to
predict the electricity clearing prices for California’s deregulated energy market’s exchange
Researched and analyzed investment risks for utility projects in emerging markets for Cinergy
International
Calculated cost of capital for power grid owned by the New South Wales government
Environmental Consulting
Forecasted future environmental costs for insurance recovery claims using probabilistic analysis
Designed extensive databases to capture detailed cost information for a large tire and rubber
manufacturer
Summer 1995 URBAN DEVELOPMENT THROUGH LOCAL EFFORTS PROJECT Kathmandu, Nepal
Intern
Conducted research on infrastructure development and participated in various leadership workshops
LANGUAGES / OTHER
German (native speaker), Portuguese (fluent), Nepali (conversant)
Intermediate Visual Basics for Applications (VBA) programming skills in Excel and Access
Lived and traveled extensively throughout Europe, Asia and Brazil
Enjoy windsurfing (8 years), backpacking, drawing portraits, and Indian cooking
MATTHEW J. MIDDLETON
411 W. 115th St. #52
New York, NY 10025
(212) 866-1675
mjm115@columbia.edu
EDUCATION
EXPERIENCE
ADDITIONAL INFORMATION
EXPERIENCE
1997-2000 DELOITTE CONSULTING New York, NY
Manager – Enterprise Applications & E-Procurement Group, 1999-2000
• Conducted initial research and groundwork for launch of an internal Internet and technology incubator.
• Advised on strategy, technical architecture, launch timeline, potential alliances, and recruitment of key staff
for a Financial Services B2B startup.
• Participated in the development of potential partnerships with three Internet startups - a professional services
automation firm, a B2B marketplace, and a corporate portal software business.
• Evaluated vendors including Commerce One, Ariba, and Clarus in the selection of e -Procurement software
to streamline clients’ procurement and payables functions.
• Performed analyses such as cost/benefit, return on investment, comparable company, pro -forma, and
budgeting/forecasting in the evaluation of technology investments and strategic direction.
COMPUTER Languages/Databases: COBOL, JCL, SQL, SQL Windows, PL/SQL, Oracle 7, DB2
SKILLS Software/Application Packages: Ariba, Commerce One, PeopleSoft/Oracle Financials & Procurement,
PeopleSoft/Oracle reporting tools, nQuire, MS Office 2000, Visio 5.0
ADDITIONAL Have traveled to over 50 countries and have lived in the Philippines, Pakistan, India, Saudi Arabia, and Turkey.
Enjoy golf, weight training, and fantasy football.
Stephanie A. Mulazzi
75 West End Avenue #C21B
New York, NY 10023
Phone: (212) 245-2784
Email: sam222@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Member - Investment Banking Club, Private Equity Club, Columbia Women In
Business, Peer Advisors, Wine Society.
GMAT: 710 (96th Percentile).
EXPERIENCE
1997-2000 SALOMON SMITH BARNEY New York, NY
Financial Analyst, Global Financial Institutions Group
• Actively participated in M&A advisory assignments, performing valuation
analysis, due diligence activities and drafting confidential memoranda for:
- Consumer finance company with $24B in receivables selling home equity
and leasing businesses, including separate valuation of securitized portfolios
- $13B credit card company divesting cellular resale business
- Buy-side auction of auto finance company with $5B in receivables
• Assisted in fixed income and equity capital raising activities:
- Global and Senior Notes Issuances of commercial finance companies
- $1.2B Secondary Equity Offering of commercial finance company
- High Yield Offering for $300M consumer finance company
• Other positions held: Senior Analyst Representative - IBD Analyst Steering
Committee; Captain - FIG and Yale University Analyst Recruiting.
ADDITIONAL
INFORMATION Languages: Proficient Italian, Conversational French, Beginning Spanish.
Activities: Yale Swimming Association - Young Alumni Representative;
Yale Alumni Fund - Class of 1997 Agent.
Interests: Swimming, Skiing, Sautéing, Sushi.
ARIANA L. MYERS
530 Riverside Drive #2E
New York, New York 10027
646-489-3219
alm160@columbia.edu
EDUCATION
2000-2002 Columbia Business School New York, New York
MBA, Finance, May 2002. GMAT 770; Analytical Writing 6.0/6.0.
Investment Banking Club, Internet & Technology Club, Columbia Women in Business
1988-1993 Rice University Houston, Texas
BA, Linguistics, June 1993. National Merit Scholar. President’s List, 2 years.
Fall 1992
Russian State Humanities University Moscow, Russia
Semester abroad through the Institute for European Studies.
EXPERIENCE
1998-2000 Enron Europe Ltd. London, United Kingdom
Associate, Global Finance
• Marketed derivatives as risk management tools to counterparties with commodity
exposure arising from energy-linked debt.
• Structured $50m off–balance sheet financing via commodity prepayments.
Associate, Research & Trading Controls
• Developed procedures for and managed internal audits of ex-system integrated
capital and commodity transaction valuation models.
• Programmed (Excel VBA) variance-covariance value-at-risk calculator for external
client’s power portfolio.
Analyst, Risk Management & Trading
• Developed arbitrage trading and hedging strategies for newly formed continental
European gas desk. Built gas curve generation model, incorporating these strategies.
• Created fair-value pricing models for power and gas sales contracts based upon
derivative component valuation.
• Marketed Enron’s gas and power commodity price risk management capabilities in
Russia, Ukraine, and Bulgaria.
ADDITIONAL FSA (UK Financial Services Authority) General Representative, Global Association of Risk
INFORMATION Professionals (1999-2000), Gas Controllers Association (1997-98). Highly proficient in
Microsoft Excel (including macros and VBA programming). Advanced speaker of business
Russian (‘Pass with Distinction,’ LCCI Foreign Languages for Industry and Commerce
Advanced Level Russian exam), intermediate Italian.
Daniel A. Nuckles, CPA
530 West 113th Street, #1D
New York, NY 10025
(212) 665-4960
dan66@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Recipient: Goldman Sachs Fellowship (full tuition merit award)
Member: Investment Banking Club, Tennis Club, and Harlem Tutorial Volunteer Program
GMAT: 750 (99th percentile)
LICENSE INFORMATION
• Certified Public Accountant (required 600+ hours audit experience)
• Level II candidate in Charter Financial Analyst program
EXPERIENCE
1999 – 2000 ARTHUR ANDERSEN LLP San Francisco, CA
Financial Valuation Services Group
Experienced Senior Associate
• Valued equity interests in privately held companies utilizing discounted cash flow analysis,
comparable companies analysis, comparable transactions analysis, and cost approach
• Performed valuations of various other intangible assets, such as research and development,
technology, trademarks, patents, and other goodwill items
• Allocated purchase price premium of companies post acquisition amongst intangible assets
• Analyzed financial statements, modeled detailed financial forecasts, conducted extensive
industry and company research, and wrote numerous reports
• Interviewed company management and industry experts to evaluate industry trends and
strategic positioning
• Actively involved in recruiting and interviewing of new associates
• Focused primarily on telecommunication, biotechnology, and Internet sectors
ADDITIONAL INFORMATION
• Founder, Community Enrichment Organization, a non-profit community service group
• Proficient in Microsoft Word, Excel, and PowerPoint, Bloomberg, LEXIS-NEXIS, and other
financial databases
• Enjoy tennis, American history, and politics
Oluseun O. Oke
362 Riverside Drive, #1B5-1
New York, New York 10025
(212) 853-8115
ooo9@columbia.edu
EDUCATION
2000 – 2002 Columbia Business School New York, New York
MBA –Finance– May 2002
Member – Investment Banking Club, Columbia Finance Club, Real Estate Association, Black Business
Student Association and Soccer Team
EXPERIENCE
1999 – 2000 Sacramento Housing and Redevelopment Agency (SHRA) Sacramento, California
Finance Specialist, Development Services
• Led intra-Agency communication with construction management, labor compliance and legal
department for efficient project reviews
• Closed on eleven financing transactions that yielded 630 housing units. Conducted due diligence
on the appraisal, title, marketing, management, environmental, entitlement and organization
structure issues surrounding proposed multi-family housing developments
• Performed financial analysis and risk assessments on project budgets and project pro-forma
operating cash flows within the constraints of Agency LTV, DCR and other underwriting policies
• Analyzed project capital structures to ascertain funding gaps, to leverage Agency funds, and to
minimize credit risk
• Negotiated capital structures, payment structures, timing of payments as well as the depth and
breadth of affordable units with developers
• Created staff reports and presented recommendations to the different governing boards, including
SHRA Loan Committee, Sacramento City Council and the Sacramento Board of Supervisors
• Prepared simple contracts, reviewed Agency loan and bond documents
ADDITIONAL INFORMATION
Series 7, 63 and 65 licensed. Ex-Treasurer-Capitol City Toastmasters.
Proficient in Excel, MS Word, PowerPoint, Netscape, Internet Explorer, Lotus 1-2-3 and Bloomberg.
Dual US-British Citizenship. Native Nigeria-Yoruba speaker. Beginning Spanish.
Avid chess and soccer player. Enjoy the movies, theater and the opera. Volunteer Harlem Tutorial.
SCOTT D. OSTFELD
520 West 112th Street, Apt. # 15A
New York, NY 10025
(212) 865-5474
sdo6@columbia.edu
EDUCATION
COLUMBIA BUSINESS SCHOOL New York, NY
MBA, May 2002
Elected: Student Representative to University Senate, Cluster Academic Representative
Member: Investment Banking Club
GMAT: 760 (99th percentile)
EXPERIENCE
Summer 2000 WACHTELL, LIPTON, ROSEN & KATZ New York, NY
Summer Associate, Corporate, Tax, Benefits and Litigation
• Drafted sections of a registration statement, participated in client and investment banking
strategy sessions and coordinated parent/subsidiary management teams to identify and
compile inter-company agreements for a tracking stock offering of a transportation company.
• Identified and evaluated options for the tax-free divestiture of a recently acquired subsidiary.
• Researched, analyzed and drafted client memorandum on subsidiary stock option plans.
• Performed due diligence for a $2 billion wireless asset acquisition.
ACTIVITIES
• Established a highly profitable business planning and coordinating social events, with annual
revenues of $40,000. Events included fashion shows for Lacoste in Miami and New York, a
private party for Tahari Ltd. and a Fashion Week party for Elite Model Management.
• Enjoy tennis, golf and shuffleboard.
MARCO PAGLIARA
Via delle Macchie, 52 100 Morningside drive, Apt. 1G
54039, Ronchi New York, NY, 10027
Massa, Italy (212) 864-6822
+39 0585 246773 mp867@columbia.edu
EDUCATION
2000 - 2002 COLUMBIA BUSINESS SCHOOL, New York,
MBA, Finance, May 2002.
Member: NOVA (Association of Italian Students and Alumni of US Business Schools),
European Society, Investment Banking Club.
1991 - 1997 UNIVERSITA’ COMMERCIALE “LUIGI BOCCONI”, Milan
BS, Business Administration (CLEA), February 1997.
Final grade: 110/110 cum laude.
Major: Organization of the work and Human Resources management.
Received “Best Graduates” gold medal for scholastic achievement.
EXPERIENCE
1997 – 2000 MCKINSEY & COMPANY, INC., Milan, Paris
Associate
Financial Services (Banking) - New Business Development
Advised management of leading Italian financial brokerage firm to define European expansion
strategy focused on Private Banking.
Led client management teams in operative start-up phase of first target country (France) following
a “Greenfield” approach.
Presented results directly to CEO on weekly basis.
Financial Services (Insurance) – Corporate Finance and Strategy
Developed strategic plans and performed pro-forma financial statements to support one of the
largest Italian insurance companies in acquisition of a regional bank (USD 1 billion).
Assessed potential synergies and presented value creation opportunities to CEO.
Participated in deal’s execution, working with investment banks and lawyers.
Business Analyst
Financial Services (Insurance) - Sales Force Management
Redefined commercial strategy and sales organization for insurance company with 2,000 agents
throughout Italy (USD 3 billion of premiums collected annually).
Created software to assist agents in commercial planning and to optimize sales force size.
Financial Services (Banking) - Strategy and Post-Merger Management
Developed strategic rationale for merger between two Italian commercial banks. Performed Cost
Benefit Analysis of merger and authored business plan.
Crafted detailed merger implementation plan and supervised several client teams responsible for
executing the merger.
Financial Services (Banking) - Organization
Enhanced efficiency of large Italian bank’s credit division by reshaping underwriting processes
and organizational structure.
1997 CITICORP-CITIFIN FINANZIARIA, Milan
Trainee
Human Resources Department
Created organizational charts, job descriptions and performance evaluation procedures.
Organized new Orientation program to assimilate new hires.
1996 SDA BOCCONI, Milan
Teaching Assistant
Managed direct marketing campaign to promote executive courses in organizational behavior.
ADDITIONAL
EU work authorization. Native Italian speaker. Fluent in English, conversational French and basic
knowledge of German. Enjoy sailing, tennis, squash. Member of Wine and Gourmet Clubs.
D. LUKE PALMERLEE
2289 1st Avenue, Apt. #1
New York, NY 10035
212.410.5749
dlp33@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, May 2002
Investment Banking, Real Estate, Gourmet, Ball Room Dancing Clubs,
and CBS Integrity Board
EXPERIENCE
1995 – 2000 CUSHMAN & WAKEFIELD, INC.
Associate Director – Advisory Services (1999 – 2000) New York, NY
• Led seven-person real estate due diligence team for M&A transactions.
• Completed financial/cost recovery analysis for corporate relocation strategies.
• Identified disposition scenarios for encumbered and obsolete assets.
Associate Director – International Investment (1998) Hong Kong
• Created practice to provide market strategy and financial due diligence to real estate
investors active in China, Singapore, Thailand, and Malaysia.
• Advised corporate insolvency/restructuring practices on packaging and sale of real estate
assets held by Asian corporations and private investors.
• Managed due diligence process for U.S. investment bank reviewing commercial portfolio
(600,000 s.f.) in Hong Kong.
• Presented firm’s capabilities to more than 100 existing and potential clients.
Senior Associate – Advisory Services (1996 – 1997) New York, NY
• Headed investment advisory team for client purchasing $90 million, one-million square
foot office complex in Atlanta.
• Developed group objectives, marketing strategy, and staffing requirements necessary to
form Advisory Services.
Associate – Commercial Brokerage (1995)
• Identified risk factors and market opportunities for national expansion strategies of
telecommunications and financial services clients.
• Analyzed total cost and NPV of proposed leases for corporate clients.
• Calculated loss factors, operating and tax charges for clients relocating to new premises.
ADDITIONAL INFORMATION
PADI certified scuba diver; whitewater/sea kayaking guide in WY, MT, and British Columbia.
PETER V. POLANSKYJ
50 Van Buren Avenue, Apt 1F
Metuchen, NJ 08840
732.516.1725
pp347@columbia.edu
EDUCATION
EXPERIENCE
PROFESSIONAL DESIGNATIONS
ADDITIONAL
• Visual Basic programming, @Risk, Best Fit, GAUSS, Micro TSP, SAS,
• Languages: fluent in Ukrainian, working knowledge of French
• Rutgers Rugby Team, Rutgers Club Lacrosse and Founding Officer of Rutgers Mountain Biking Club
• Hobbies: rock climbing, long distance running, sailing, golf, skiing
Luciano Bolanho Pracidelle
530 Riverside Drive, Apt.4E
New York, NY 10027
(212) 666-5991
lp400@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL – New York, NY
MBA, Finance and International Business, May 2002.
Member: Investment Banking Club, Latin American Business Association, Gourmet Club.
ADDITIONAL
Brazilian national; native Portuguese speaker, fluent in English and Spanish.
Former volunteer Composition professor.
Enjoy swimming, running and cooking.
CHRISTOPH RODE
542 West 112th Street, Apt. 3G
New York, NY 10025
Telephone: (212) 864 4345
E-mail: cr456@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002.
Awarded DAAD (German Academic Exchange Service) scholarship.
Member: Columbia Finance Association, Investment Banking Club, European Society.
GMAT: 97th percentile.
1991-1997 TECHNISCHE HOCHSCHUL E Aachen, Germany
Diplom (Master), Physics, December 1997 (six years degree).
Vordiplom, Mathematics, September 1993.
Final grade: Sehr gut (Very good). Worked as teaching assistant in theoretical physics.
1993-1994 UNIVERSITY OF LONDON London, UK
Queen Mary and Westfield College, School of Mathematical Sciences.
Exchange student. Awarded Erasmus scholarship.
EXPERIENCE
1998-2000 KPMG DEUTSCHE TREUHAND-GESELLSCHAFT Frankfurt a. M., Germany
Senior Executive, Corporate Finance and M&A advisory group
• Developed financing structures. Created integrated financial model to evaluate future
earnings. Carried out valuations using DCF, comparable public company and transaction
multiples.
• Managed international M&A transactions on buy- and sell-side:
− Cross-border leveraged management buy-in to German manufacturing firm of $20m.
− Sale of publicly listed paper company and capital raising of $75m.
• Interacted closely with client senior management as key KPMG project contact.
• Prepared fund-raising documentation, business plans, selling memoranda.
• Approached institutional and strategic equity investors, contacted mezzanine and debt
providers and evaluated offers. Led management presentations, involved in negotiations.
• Prepared and presented marketing pitches.
• Directed junior team members and relevant KPMG departments.
1998 JP MORGAN Frankfurt a. M., Germany
Intern, Corporate Finance and M&A advisory group
• Prepared company profiles, industry analyses and detailed business briefings.
• Conducted research and consulted internal industry experts in international offices.
1997 and 1995 KIENBAUM UNTERNEHMENSBERATUNG Düsseldorf, Germany
Part-time Consultant, Intern, Management Consulting
• Developed computer based market forecast tool to facilitate client management’s
business planning process.
• Presented progress report to client.
Summer 1996 MERCER MANAGEMENT CONSULTING Munich, Germany
Intern
• Performed ratio analysis of acquisition candidates.
• Conducted interviews with client senior management.
ADDITIONAL INFORMATION
Hold EU work authorization. Native German, fluent English, working knowledge of Italian. Proficient in
Microsoft Office. Enjoy squash, jogging. Other interests: Modern history, wine tasting.
XAVIER DE ROMAÑA
Apartado Postal 1642 502 West 122nd Street Apt 64
Lima 01, Perú New York, NY 10027
+(511) 348 1141 (212) 932 0311/ (917) 538 4369
xd17@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, N.Y.
MBA, May 2002.
Member of the Investment Banking Club, Investment Management Club, Private Equity
Club, Internet and Technology Business Association and, European and Wine Societies
EXPERIENCE
1996-2000 AFP INTEGRA Lima, Perú
Largest Peruvian pension fund manager, 60% owned by ING
Portfolio Manager
• Participated in the design of the investment strategy for the $800 million net asset
value fund
• Orchestrated the investment-team actions to implement the strategy. Improved
profitability ranking from # 4 (out of five funds) in May, to # 2 in December 1999
• Renegotiated new terms for investments on Peruvian companies affected by the
financial crisis
• Represented bond creditors in the capital restructuring of Austral Group ($ 55 million)
Fixed Income Analyst
• Analyzed and decided the allocation over the fixed income investments, 65% of the
Fund’s assets, from short term CD’s to Peruvian Brady bonds
• Allocated the portfolio investments among USD, Peruvian Soles and VAC (Constant
Acquisition Value) currencies
• Evaluated potential new fixed income investments (credit risk, terms, price)
• Lobbied with Government authorities and Lima’s stock exchange officers to improve
market transparency and develop new fixed income products
ADDITIONAL INFORMATION
• Dual Citizenship: Peruvian and Swedish
• Native Spanish and fluent English speaker
• Enjoy art -member of the Lima Museum of Art-, movies, history, traveling and surfing.
• From 1997 to 2000, advisor in Peruvian capital markets issues to Mr. Vßctor Joy Way
(former Peruvian Minister of Finance and Chairman of the Congress)
• Member of the Club Nacional (Lima, Perú) and Los Incas Golf Club (Lima, Perú)
RICHARD JEAN ROY
185 East 85th Street, Apartment 36N
New York, New York 10028
Telephone: 646-242-9022
rr661@columbia.edu
________________________________________________________________________________________________________
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, New York
MBA, Finance/Entrepreneurship, May 2002
Member: Small Business Consulting, Private Equity and Investment Banking Clubs
EXPERIENCE
1996-2000 MERRILL LYNCH PRIVATE FINANCE, INC. Miami, Florida
Associate Finance Professional
• Provided customized lending solutions to high net worth clients by analyzing client asset
allocation and liquidity needs
• Structured and negotiated terms and collateral structure of credit facilities
• Coordinated due diligence and preparation of legal documentation for financing transactions
• Performed liquidation analyses on concentrated stock positions to determine optimal lending
amounts and to asses risks
• Won Special Achievement Award for developing and implementing monitoring system for
the annual credit reviews of loan portfolio
• Built financial model that analyzed credit and market risks of a $980 million loan portfolio
Loan Administrator
• Provided liability management to 120 clients with loans totaling $300 million
• Handled loan funding, letters of credit, and foreign exchange conversions
• Evaluated collateral swaps and performed valuation of client collateral portfolios to ensure
compliance with credit approvals
• Trained newly hired employees on responsibilities of loan administrator
Deal Processor-Operations
• Executed all money market and foreign exchange transactions between Merrill Lynch entities
• Extensive interaction with trading and private banking d ivisions
ADDITIONAL INFORMATION
• Haitian Davis Cup Team (1994-1996)
• Fluent in French, Haitian Creole and proficient in Spanish
• Securities Licenses: Series 7
ETHAN M. RUDIN
27 West 75th Street, #1A
New York, NY 10023
(212) 769-0640
emr115@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance/Management, May 2002
Member: Investment Banking Club, Private Equity Club.
EXPERIENCE
1995 - 2000 KPMG LLP San Francisco, CA
Senior Consultant, Information Risk Management (1998 – 2000)
• Generated, through successful proposals, and managed over $1,000,000 in engagement fees for
financial services and high-technology clients.
• Developed relationships with key executive client personnel and provided year round consultation
on improving business performance, financial reporting, and internal controls.
• Assumed role as our team’s subject matter expert for internal controls reviews for service
organizations and acquisition targets, specializing in trust companies, mortgage companies and
digital certificate authorities.
• Major clients included: Wells Fargo & Co., VeriSign Inc., Visa Intl., Apple Computer, and Gap Inc.
ADDITIONAL
• Certified Public Accountant, California State Board of Accountancy.
• Volunteer for the IRS-sponsored Volunteer Income Tax Assistance Program.
• Proficient in Microsoft Office, Bloomberg, and Lexis/Nexis.
• Enjoy football, mountain biking, wine, and collecting music.
IGOR V. SAYENKO
500 Riverside Drive, #532
New York, NY 10027
Phone: (212) 316-8706
E-mail: ivs10@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA – Finance and Entrepreneurship – May 2002
Member: Investment Banking Club, Internet and Technology
Business Group
GMAT: 710 (97%) with quantitative score of 49 (97%)
1991 – 1996 STATE FINANCE ACADEMY Moscow, Russia
Diploma (MA, Finance) with honors in World Economy – June 1996
Ranked top 5% of class. Scholarship of Mayor of Moscow, 3 years
Elected VP for marketing, International Association of Students
in Economics and Commerce (AIESEC)
EXPERIENCE
1996 – 2000 SISTEMA JSC - Russian first-tier private equity fund. Moscow, Russia
Controls Russian leading companies in telecommunications (including
Mobile TeleSystems – NYSE : MBT), insurance, tourism and media
Executive Director – Head of Internet Business Development
• Founded E-SISTEMA (new business unit within SISTEMA)
• Formulated strategy, developed business plan, acquired US$ 10M seed capital
• Recruited and managed staff of 10
• Ensured subsidiaries’ compliance with corporate Internet strategy
• Negotiated strategic alliances with leading international Internet media companies,
infrastructure manufacturers and private equity funds
Executive Director, Finance Division
• Participated in ADR and eurobond issues of telecommunications subsidiaries
(US$ 500M capital raised)
• Advised on and structured acquisition of world’s fourth largest city public
telephone operator (US$ 500M capitalization)
• Structured merger which created the first and largest dual-band GSM network in
Russia (US$ 100M)
• Developed DCF valuations of public and private companies (over US$ 500M
sales) both in high-tech and low-tech areas of business
• Negotiated loan facilities with Deutsche Bank, ING Barings, Ericsson (US$ 105M)
• Supervised Group’s tax planning process. Ensured tax compliance
1995 – 1996 Moscow Bank for Reconstruction & Development Moscow, Russia
Chief Trader
• Expanded product offerings to all major fixed income, equity and FX instruments
• Launched margin trading accounts for smaller Russian banks and generated
US$ 0.9M net earnings in six months
• Earned 70% annual return on US$ 1M invested in FX and options prop. trading
• Developed market forecasts based on technical analysis
1993 – 1994 P. EUROSHARM TOO Moscow, Russia
Founding Partner and Chief Financial Officer
• Organized one of the first TV advertising agencies in Russia
• Negotiated with Nissho Iwai and obtained $ 350,000 advertising contract
• Structured financing and achieved ROIC > 200% in dollar terms
ADDITIONAL INFORMATION
Native Russian speaker, working knowledge of French. Good contacts in Russian
industry and government. Co-managed Swiss-Russian Business Center in Geneva
DANIEL CHRISTOPHER SCHMITZ
Alte Burg 46 62 West 62nd Street, Apt. 17A
53947 Nettersheim New York, NY 10023
Germany Phone: (917) 449-3532
E-mail: dcs119@columbia.edu
EDUCATION
2000 – 2002 Columbia Business School New York, NY
MBA Finance, May 2002
Member: Investment Banking Club, Private Equity Club, European Society
GMAT: 710 (98th percentile)
1993 – 1997 Brown University Providence, RI
BA, Economics and Political Science, GPA: 3.6/4.0
Co-founded Brown International Organization (BRIO) Scholarship Fund
1995 – 1996 Institut d'Études Politiques de Paris Paris, France
Junior Year Abroad Program, studied economic and political issues confronting the European
Community. All course work conducted in French, credits transferred to Brown University
1991 – 1993 Schule Schloß Salem Salem, Germany
German Abitur Diploma: 1.6 (top ten percent of graduating class)
EXPERIENCE
1997 - 2000 Auerbach, Pollak & Richardson, Inc. New York, NY
Investment bank focused on small-cap US companies in consumer products and technology
Financial Analyst, Corporate Finance
• Participated as junior member of 3-person team in 3 IPOs, 5 private placements, buy- and
sell-side M&A assignments and various general financial advisory assignments.
• Contributed to most stages of transactions from initial review to closing.
• Performed due diligence and financial analysis, drafted offering documents and assisted in
marketing of securities.
• Coordinated deal teams consisting of client company management, company counsel,
underwriter counsel and accountants.
• Reviewed over 200 financing proposals and prepared summary and recommendation
memoranda for senior management.
• Responsible for departmental accounting and controlling.
Summer 1996 Laidlaw International Paris, France
Intern, Institutional Sales
• Analyzed US equities and presented investment ideas to European institutional investors.
Summer 1995 Lancaster Group Worldwide, Inc. New York, NY
Intern, Brand Management
• Studied price elasticity of luxury fragrance brands across various international markets.
Summer 1995 Schröder Münchmeyer Hengst & Co. Düsseldorf, Germany
Intern, Private Client Services
• Monitored German equity portfolio and presented reports to investment committee.
ADDITIONAL INFORMATION
Languages: German (native speaker), English (fluent), French (proficient)
E.C. passport, geographically flexible, traveled extensively in Europe, America and Asia
Co-chairman of the Junior Committee, The Boys' Club of New York (1997 - Present)
Delegate at The Model United Nations Conference in The Hague, NL (1993)
Proficient in all MS Office applications, Bloomberg and other financial information services
NASD Series 7, 63 and 24 licensed (current)
Interests include: crew (Brown University freshman year), skiing, boxing and golf
PRATEEP SEN
542 West 112th Street, Apt 6A
New York, NY 10025
Phone: (917) 584-0375
Email: ps621@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL, New York
MBA - Finance, Strategy
Clubs: Investment Banking, Internet/Technology and Asian Business
GMAT - 710 (97th %)
EXPERIENCE
1995-2000 CITIBANK NA
Vice President, Regional Head, Eastern India
• Managed 9% of the cards and asset business in India - over $35 million in assets
• Led 175 member team (in-house and affiliates)
• Nurtured franchise of over 100,000 customers, 30 companies and 9 vendors
• Forged partnership with two companies to launch co-branded cards nationally
• Headed taskforce – reduced application processing time to 2 weeks
ADDITIONAL INFORMATION
Completed schooling two years ahead of schedule
Enjoy teaching - taught Sales and Distribution in a management school in India
Active member in an animal welfare organization
Proficient in English, Hindi and Bengali
Alex Silver
850 Amsterdam Ave. Apt. #15F
New York, NY 10025
Phone: (212) 652-9539
Email: ajs260@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance and Media Management, May 2002
Member: Investment Banking Club, Media Management Club, Private Equity Club, Squash Club.
GMAT 750 (99th percentile)
EXPERIENCE
1996 – 2000 MAERSK LOGISTICS (CHINA) CO. LTD. Shanghai, China
Project Manager
• Established Maersk Logistics’ first domestic distribution clients in China, Taiwan, and Thailand.
• Responsible for managing successful tender of Maersk’s first distribution client in Thailand (Michelin
Tires) out of field of 7 competitors, comprising handling of $400M per year of products.
• Requested by company to transfer to Bangkok as Project Manager in charge of implementation upon
nomination of Michelin business, based on prior project management experience and Michelin
relationship. Declined management offer to attend Columbia Business School.
• Established new distribution network for the Michelin Tire Company in Taiwan, comprising Maersk’s
first domestic distribution customer in that country.
• Established same day or overnight delivery to more than 1400 dealers nationwide in Taiwan and
completed project successfully in limited time allotted (2 months earlier than time specified in tender).
• Designed custom- made logistics software to manage new Taiwanese distribution business.
• Established two new offices and distribution centers in Taiwan.
• Trained local staff and developed all standard operating procedures for first distribution client in
Taiwan.
• Managed and trained multinational project teams comprising Chinese, Taiwanese, Thais, Europeans,
and Americans.
• Budgeted projects, developed action plans, and ensured adherence to tight deadlines.
• Established distribution services for other clients in China including Millennium Chemicals and Caltex.
• Marketed and evaluated services for potential clients, including Exxon, Dow Chemical, and General
Motors (Shenyang), among others.
ADDITIONAL INFORMATION
• Fluent in Mandarin Chinese and comfortable working in a diverse, multinational environment.
• Proficient in Microsoft Office software. Hobbies include: travel, squash, guitar.
TASHA S. SPANN
134 West 111 Street Apt. #1B
New York, NY 10026
212-865-9060
ts538@columbia.edu
EXPERIENCE THE CHASE MANHATTAN BANK, GLOBAL INVESTOR SERVICES New York, NY
1999-2000 Relationship Manager, Investment Management Industry Group
• Managed several projects and supervised multi-functional teams in order to facilitate and execute the
transition of $30 million of assets under management into the global custody division.
• Developed and maintained global custodial relationships with mutual fund clients whose combined
assets under management exceeded $100 billion.
• Advised clients of international investment and tax regulations resulting in clients meeting their
global investment objectives within more than 10 emerging markets and multiple developed markets.
• Facilitated weekly client meetings in order to update clients on recent market developments.
• Created monthly bank-wide custody assessment reports for key mutual fund clients.
• Analyzed clients’ vulnerability to global Y2K issues and designed Y2K contingency plans.
• Awarded the Chase Service Star as a result of service excellence beyond management responsibilities.
ADDITIONAL A Better Chance, Inc., Alumna, Suffield Academy, Fundraiser & Interviewer
INFORMATION Junior Achievement of New York, Corporate Volunteer
New York Institute of Finance; Fundamentals of the Securities Industry Course I, G.P.A 4.0
High School History Teacher, Fall 1995
Douglas C. Staut
42 West 88th Street Apt. 2F
New York, NY 10024
(212) 799-7942
dcs118@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA – Finance - May 2002
Member – Private Equity Club, Sales & Trading Club and Investment Banking Club
WORK EXPERIENCE
1999-2000 BEAR, STEARNS & CO. INC. New York, NY
Treasury Support – Federal Funds Desk
• Led and managed a team of five departmental specialists to fund all major firm accounts by the close of
the Federal Reserve on a daily basis.
• Supervised money movements in excess of $3 billion per day.
• Utilized IT resources to improve efficiencies between facets of the Federal Funds Desk.
• Executed and monitored all federal funds movements.
• Communicated with all equity and fixed income desks to coordinate the funding of trades.
• Completed the issuance and redemption of commercial paper, midterm notes, and short term financing.
• Instituted and executed bank swaps and/or loans to cover daily firm positions.
ADDITIONAL TRAINING
• Attended twice-weekly equity trading courses headed by Bear, Stearns Risk Arbitrage Senior Managing
Director Barry Cohen and senior traders on various equity desks.
• Attended twice-weekly management training program headed by Bear, Stearns senior operations
officers.
• Participated in various seminars in the Bear, Stearns continuing education program.
• Divided time between traders, clerks, and specialists during a 4 week series of informational interviews
on the trading floor of the New York Stock Exchange.
• Knowledge of Basic and C++ programming, Lotus, MS Office, and Internet fluent.
PERSONAL INFORMATION
• Interests include skiing, golf, cooking, reading and playing the trumpet.
• Member - New York Cares Organization.
• VIP status as a frequent MS Society fundraiser.
• Completed 86-mile rollerblade from Athens to Atlanta to raise money for the benefit of Leukemia
research.
• Volunteer campaign aid for present Pennsylvania State Senator Rick Santorum during successful run
for House of Representatives.
ANDREW C. SWARTZ
250 East 40th Street, Apt. 27E
New York, NY 10016
(212) 687-5271
acs174@columbia.edu
EDUCATION
2000 − 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance and Accounting, May 2002.
Member: Investment Banking, Private Equity and Cigar Clubs.
EXPERIENCE
1995 − 2000 RODMAN & RENSHAW, INC. New York, NY
Associate Director, Investment Banking
Associate, Investment Banking
• Participated in all transaction stages including business generation, due diligence, valuation,
structuring, drafting, marketing, accompanying clients on roadshows and closing.
• Led deal teams in preparing marketing documents and roadshow presentation materials.
• Coordinated recruiting and training of analysts and oversaw investments in department
technology infrastructure.
• Completed 15 transactions consisting of 12 public and private financings and three financial
advisory assignments within a variety of industries including technology, health care, automotive
and consumer products. Representative transactions included:
− Lead managed $38 million follow-on offering for biotechnology company.
− Sole managed $36 million secondary offering for telecommunications equipment
manufacturer.
ADDITIONAL INFORMATION
• Series 7 and 63 licensed.
• Proficient in Spanish and working knowledge of Italian.
• Profitably operated residential house painting franchise during two undergraduate summers.
• Enjoy reading, weight training, racquetball and travels to Europe and Far East.
Keith R. Thompson
P. O. Box 860, Bronx, NY 10467-0724
Telephone: (718) 798-6805
Krt17@Columbia.edu
EDUCATION
Columbia Business School New York, NY
2000 – 2002 MBA, Finance and Entrepreneurship, May 2002
Award, ROBERT TOIGO MBA Fellowship
Vice President, Faculty Relations, Columbia Entrepreneurial Organization
Member, Black Business Students Association, Investment Banking Club
EXPERIENCE
1999 – 2000 Mercy College, CUNY and Taylor Business Institute New York, NY
Adjunct College Lecturer
• Lectured Economics, Accounting, Finance, and Management Theory
• Developed curriculum and performed student advisory issues
EXPERIENCE
1996 – 2000 THE FEDERAL RESERVE BANK OF NEW YORK New York, NY
ACTIVITIES
Competed in several triathlons - most recently finished the New Jersey Pine Barrens
Triathlon in 2 hours, 48 minutes and 42 seconds
Pianist for the Holy Trinity Contemporary Choir - recorded two fundraising CDs to
raise money for the church and the music program
Coordinator for The Street Project – arranged and participated in events for children
from the Harlem Police Athletic League (1999 – 2000)
DANIEL M. WALLITT
162 W. 56th St., Apt. 607
New York, NY 10019
(212) 262-1096
daniel.wallitt@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance/Management, May 2002
Elected: Cluster D columnist for business school newspaper, The Bottom Line.
Member: Investment Banking Club.
GMAT: 760 (99th percentile).
EXPERIENCE
1998 - 2000 PRICEWATERHOUSECOOPERS, LLP Arlington, VA
Consultant
• Developed cost methodologies in order to create a series of complex Excel models to measure
effects of distribution network consolidation on national, regional, and local levels on $4 billion
per year national stamp distribution business.
• Co-wrote final deliverable, a Decision Analysis Report, submitted to the United States Postal
Service Board of Governors detailing recommendations designed to reduce labor costs by 20%
and enhance operational efficiency throughout supply chain.
• Direct liaison to clients. Presented all financial results and communicated project status with
stakeholders.
• Developed assumptions in order to model an expansion of international wire transfer, money
order, and hybrid products in Central America.
• Managed three-consultant team responsible for market research and interpretation of historical
data that indicated favorable shift in market and potential $90 million increase in annual revenues.
• Constructed Excel models and conducted sensitivity analysis to predict demand for new services.
Developed tracking capability within models to monitor results as new services are implemented.
• Performed and analyzed nationwide time and motion study. Recommendations included
implementation of best practices, resulting in 25% increase in productivity in specialized stamp
delivery services.
ADDITIONAL INFORMATION
• Highly proficient in Excel, VBA, Word, Power Point, Internet research, ArcView, Visio.
• Volunteer at PwC-Key Elementary School Partnership. As program Finance Coordinator,
successfully increased corporate support 500% over two-year span (1998-2000).
• Enjoy hockey, Scrabble, politics, cooking.
KATHARINE J. WEBB
106 Central Park South, Apt. 4G
New York, NY 10019
(212) 245 6047
kjw54@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance/International Business, May 2002
Member: Equity Research Club, Investment Banking Club, Columbia Women in Business
GMAT: 710 (96th percentile)
EXPERIENCE
1998 – 2000 MERRILL LYNCH (ASIA PACIFIC) LTD. Hong Kong, China
Manager, Debt Derivative Operations
Managed five-person team supporting trading of debt and credit derivatives, cash bonds and debt new
issues. Oversaw the credit analysis and collateralization of all derivative trades and portfolios.
• Served as liaison between Credit, Legal, Sales and Trading departments.
• Elected to global committee responsible for engineering changes in the collateral management
process. Researched, wrote and prepared business plans to eliminate inefficiencies and risks in
current processes. Presented results to senior management.
• Migrated entire department from Hong Kong to Japan. Developed relocation plan and moved to
Tokyo for two months during implementation. Integrated department into existing infrastructure.
Hired and trained new employees. Successfully passed fully operating department on to new
management.
Associate, Debt Derivative Operations
• Assessed margin exposure of all individual trades and client portfolios. Recommended credit
provisions and collateral requirements based upon analysis of client risk factors and trade details.
• Analyzed risk levels within local currency trading books. Calculated funding requirements for
local currencies and booked FX trades to fulfill requirements.
ADDITIONAL INFORMATION
• Dual US-British citizenship. Overseas living and work experience in Scotland.
• Series 7 and Series 63 certified.
• Interests: travel, running, hiking.
• Skilled in MS Office, Bloomberg.
SCOTT E. WOLFGANG
200 West 60th Street # 35B
New York, NY 10023
212-459-1030
sew70@columbia.edu
______________________________________________________________________________________________
EDUCATION
2000-2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
GMAT: 730 (98th percentile)
Member: Investment Banking Club, Media Management Association
EXPERIENCE
1999-2000 ENTERAINMENT DRIVE New York, NY
Entertainment Drive is a website production company that specia lizes in the creation and
development of official celebrity sites.
ADDITIONAL INFORMATION
Starting center forward for Fairfield/Westchester United of the NY Metropolitan Soccer
League (semi -pro). Avid backgammon and aspiring piano player.
JOHNNY WU
157 West 95th St. Apt. #4B
New York, NY 10025
212-531-0894
jtw4@columbia.edu
EDUCATION
2000-2002 COLUMBIA BUSINESS S C H O O L New York, NY
MBA, Finance/Entrepreneurship, May 2002, GMAT: 700
Elected Cluster H Career Representative
Clubs:Investment Banking Club, Sales & Trading Club, Columbia Entrepreneurial Organization,
Internet & High Technology Group, Volleyball Club
1990-1993 COLUMBIA COLLEGE New York, NY
BA, Economics/Mathematics, Dec 1993, GPA: 3.7
Cum Laude, Dean’s List (all semesters)
Internships: Analyst Intern at Moody’s Investors Service, Benefits Intern at Hale & Dorr
EXPERIENCE
S UMMER 2000 MC KINSEY & COMPANY Waltham, MA
Summer Associate – TomorrowLab@McKinsey
Recruited into new business line (start-up) to assist in design and development of vendor database and
decision support tool for new economy businesses
• Mapped vendor selection space for content and database development working with consultants,
clients, and vendors. Compiled and prioritized list of vendors for database population
• Developed initial prototype for web development to be used for gathering client feedback
WILLIAM M. MERCER , INCORPORATED Boston, MA
1999-2000 Associate – National Healthcare & Group Benefits Practice
Managed strategy development projects for Mercer’s largest clients, and developed and maintained
Mercer's intellectual capital on health care plans for use by 1,000+ consultants in 43 US offices
• Directed team of 14 consultants and 5 client personnel responsible for improving delivery of health and
disability care to 20,000 beneficiaries. Developed financial modeling tool to support recommendations
which yielded a 300% ROI and 5 year net savings of $27 million
• Implemented specific initiatives to improve practice profitability in Boston. Initiatives (e.g., exiting
client relationships with low margins and establishing formal process for team assignments) increased
revenues by 10% and improved employee morale
• Evaluated service offerings and capabilities of three Internet-based companies to assess partnership
opportunities for Mercer in the e-health care space
1997-1998 Project Manager – Boston Healthcare & Group Benefits Practice
Defined health care strategies for leading Fortune 500 companies, managed local client relationships, and
supervised and mentored analysts and interns
• Led multi-office team of 7 consultants on major post-merger benefits consolidation project for 2
aerospace companies. Negotiated savings of $15 million on $1 billion in health care premiums
1995-1996 Health Care Analyst – Boston Healthcare & Group Benefits Practice
Advised clients on wide range of issues including group benefit funding and design, managed health care,
flexible benefits and plan administration
• Single-handedly designed and built MAP:SCORE™, a database and decision support application used
to assist clients with selecting optimal health care plan(s) based on their specific evaluation criteria.
Mercer adopted program as national standard for plan evaluation
1994 PRICE WATERHOUSE LLP Boston, MA
Consultant – Management Consulting Services
Responsible for designing and programming software applications according to client specifications
• Conceptualized and designed logical and physical data models for deferred compensation system
• Spearheaded efforts to establish Electronic Data Interchange (EDI) program for major distributor
ADDITIONAL INFORMATION
Certifications: Certified Employee Benefits Specialist; MA Broker License - Life, Accident & Health
Programming: C, COBOL, Basic, Visual Basic, Pascal, SQL, Powerbuilder, Access, FoxPro
Languages: fluent in Cantonese Interests: basketball, volleyball
MITCHELL A. YENTIS
170 West 81st Street, Apt. #3B
New York, New York 10024
(212) 875-0030
may23@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL NEW YORK, NY
MBA, Finance/Real Estate, May 2002
Investment Banking Club - Assistant Vice President of Alumni Relations,
Real Estate Association, Junior Achievement, Wine Tasting Club
EXPERIENCE
1998 – 2000 LOWE ENTERPRISES MID-ATLANTIC, INC. TYSONS CORNER, VA
Lowe is a real estate advisory group serving institutional investors.
Acquisitions Analyst
• Acquired over $200M of commercial real estate as a member of a two-person acquisitions team.
• Managed seller’s disposition teams and property management teams during diligence.
• Presented investment recommendations to Executive Committee detailing IRRs, underwriting assumptions,
market statistics, and comprehensive risk analysis.
• Guided acquisitions from initial seller interaction through closing.
• Performed valuation analysis, modeled proformas, and generated operating budgets.
ADDITIONAL INFORMATION
• Proficient in building proformas using ARGUS, ACCESS, and Excel, generating investment
recommendations for acquisitions, and managing business due diligence.
• Interests include golf, travel, skiing, backpacking, and photography.
MARK A. YURKO
536 West 113th Street, #52
New York, NY 10025
(212) 865-6498
may24@columbia.edu
EDUCATION
2000 – 2002 COLUMBIA BUSINESS SCHOOL New York, NY
MBA, Finance, May 2002
Member: Investment Banking Club, Finance Association, Wine Society, Cluster Social Representative
GMAT: 760 (99th percentile)
EXPERIENCE
1995 – 2000 UNITED STATES ARMY, Captain, Artillery
1999 – 2000 Operations Officer, Directorate of Plans, Training, and Mobilization Fort Sill, OK
• Planned, coordinated, and executed 65 ceremonies and major events for a community of 22,000
military and civilian employees, including the largest Armed Forces Day Parade in the country.
Summer 1994 Economic Analyst, Project Assessment and Evaluation Division, Pentagon Washington, D.C.
• Pioneered the first study and trend analysis of Army, Navy, and Air Force weapons program contract
breaches, which was forwarded by the Assistant Secretary of Defense for further study.
ADDITIONAL INFORMATION
• Graduated from the US Army Airborne School.
• Extensive traveling experience over a three-year period to 25 countries.
• Avid skier and President of the Bamberg Ski Club (1997-1998).
Samuel T. Zelnick
306 W 106th. St. Apt. 4R
New York, NY 10025
(212) 961-1767
stz3@columbia.edu
EDUCATION
2000 – 2002 Columbia Business School New York, NY
MBA, Finance, May 2002
Member: Investment Banking Club, Columbia Finance Association
GMAT: 770 (>99th percentile)
EXPERIENCE
1998 – 2000 Williams Communications Solutions, CTI Lab Woodbridge, NJ
The Williams Communications CTI Lab develops and supports computer telephony integration
software serving call centers.
Senior Software Developer, Technical Lead, Information Suite Team (1999 – 2000)
• Managed Information Suite development team and coordinated efforts with quality assurance
and documentation teams. (4 – 7 people)
• Met all deadlines and milestones for Information Suite version 1.3 – first product in lab’s
history to meet all development and quality assurance deadlines.
• Point person for all customer inquiries, whether sales or support related.
• Increased sales of Information Suite by 80%, from $1.5 Million in 1999 to over $2 Million
through first 3 quarters of 2000.
• Developed and implemented lab’s first OEM agreement with Digital Techniques.
• Worked closely with customers during beta stages of project to ensure smooth rollout and
gain feedback to guide next generation of Information Suite.
ADDITIONAL INFORMATION
Proficient in Microsoft Word, Excel, Access, SQL7; Windows 95,98,NT; UNIX
Programming skills include C++, Java, SQL, Scheme and HTML
Designed a laboratory for the Introduction to Chemical Engineering course at Cornell University
Enjoy traveling, hiking, skiing, and poker