Custom Resume Packet - Owen

Transcription

Vanderbilt Owen Graduate School of Management / Custom Resume Packet
Resume Packet
NO.
STUDENT
GRAD DATE
1
Olumuyiwa Adegbesan
May 2015
2
Scott Baker
May 2015
3
Julien Bousquet
May 2015
4
Gina M. Bruno
May 2015
5
William Carney
May 2015
6
Eleni E Champagne
May 2015
7
Sharon Cowey
May 2015
8
Linh Dao
May 2015
9
Brien Donahue
May 2015
10
Thomas Forbrizzio
May 2015
11
Shannon Lynn Fugina
May 2015
12
Nicholas Gordon
May 2015
13
Nicholas Grilli
May 2015
14
Caroline Guenther
May 2015
15
Emily F. Hassell
May 2015
16
Thomas Haydon
May 2015
17
Jerome Katz
May 2015
18
Rodney Kauffman
May 2015
19
Blair Kerr
May 2015
20
Devin Kunysz
May 2015
21
Kaye Luenprakansit
May 2015
22
Alex Matvienko
May 2015
23
Meghan Mcgill
May 2015
24
Vinod Ramakrishnan
May 2015
25
Michael Rausher
May 2015
26
Michaela Saly
May 2015
27
Patrick Ryan Shepherd
May 2015
28
Mary Shumake
May 2015
29
Sean Trail
May 2015
30
Juan F Valdes
May 2015
i
Vanderbilt Owen Graduate School of Management / Custom Resume Packet
NO.
STUDENT
GRAD DATE
31
Clayton J. Williams
May 2015
32
John A Wilson
May 2015
ii
OLU ADEGBESAN
907C 19th Avenue North
Nashville, TN 37208
615-618-3683
[email protected]
EDUCATION
VANDERBILT UNIVERSITY
OWEN GRADUATE SCHOOL OF MANAGEMENT
Master of Business Administration, May 2015
Concentration: HOP, Operations & Strategy
GMAT-750
Samuel Richmond Scholar– 100% Scholarship recipient
Owen Operations Management Club; Owen Black Student Association
KINGSTON UNIVERSITY
Master of Arts, November 2009
Major: Financial Economics – Graduated in the top 10% of class
UNIVERSITY OF ILORIN
Bachelor of Agriculture, February 1999
Welfare Secretary, Nigeria Association of Agricultural Students
EXPERIENCE
2007 - 2013
2004 - 2007
2001 - 2004
1999 – 2001
ADDITIONAL
Nashville, TN
London, UK
Ilorin, Nigeria
SOUTH WESTERN RAILWAY
London, UK
Team Leader; Operations & Logistics
Designed and monitored cross-functional team during the London 2012 Olympic Games that reduced train
cancellations, delays and recovery time after service disruption. The team I created achieved the operational
target set by the Olympic Committee.
Designed and implemented operational strategy to optimize performance during service disruption mitigating
the risk of a drop in overall performance. The strategy reduced customer complaints by 25% thereby saving
compensation cost by $375,000.
Evaluated proposals for a new technology system; executed purchase and implementation, thereby improving
the company’s information systems and operations resource planning and reducing costs by $950,000.
Developed and implemented a new record retention and reporting system that converted over 50% of
all documentation from paper to electronic based; decreased search and analysis time by over
20% saving over $75,000 in costs.
PECAN LIMITED
London, UK
Career Support Manager; Voluntary Sector Option – (VSO)
Managed the execution of various stages of the UK government “back to work” project by collaborating with
10 internal teams and over 25 external placement providers; this ensured that all functional requirements were
met in conformity to the guidelines of the project.
Designed an activity tracking procedure, which resulted in a 35% reduction in errors to clients’ placement.
Mapped internal workflow process to allocate and prioritize task assignments; maintained a collaborative
relationship which increased overall productivity.
DETAINEE SUPPORT & HELP UNIT
London, UK
Project Manager- Non Government Organization- (NGO)
Designed a checklist to streamline the process of simultaneous projects validation. The checklist was adopted
as standard practice for validating projects and improving time efficiency within my organization for
compliance.
Established risk-mitigating processes to improve project delivery rate by 20%.
GLOBAL TRUST SAVINGS & LOANS
Lagos, Nigeria
Banking Associate
Administered Savings & Loans accounts portfolio valued in excess of $1 million and marketed a full range of
banking and insurance products.
Oversaw cash management reports, deposit & loan growth and presented to branch management.
Dual citizenship- United Kingdom & Nigeria
Avid soccer player- competitive amateur league
Scott P. Baker
2107 Fairfax Ave. Apt. 101
Nashville, TN 37212
703-606-7268
[email protected]
EDUCATION
Nashville, TN
Concentrations: Finance, Strategy
Graduate Scholar, $70K Scholarship Awarded on Merit
 GMAT-710; GPA-3.8;
 1st Place - Deloitte Strategy & Operations Case Competition
 Work/Study: Vanderbilt Center for Technology Transfer & Commercialization - New Ventures Group;
Performing consulting services to launch a venture that is commercializing clinical trial management software
 National Cases: National Energy Finance Case Competition - The University of Texas at Austin
 Financial Training: Training the Street - Corporate Valuation, Financial Modeling; Bloomberg Essentials
 Leadership: Operations Chair & Energy Sector Analyst for Asset Management Club’s scholarship fund
 Involvement: Consulting Club, Finance Club, Entrepreneurship Club, Energy Club
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY
Bachelor of Science, May 2007
Major: Mechanical Engineering
 Executive Council - Pi Kappa Alpha Fraternity
Blacksburg, VA
EXPERIENCE
2011 - 2013
ENERACTIVE SOLUTIONS
Baltimore, MD
Business Development Manager
 Completed company’s first solar photovoltaic project in the region totaling $359K in project work at a cost of
$210K to the owner after securing rebates and tax credits, resulting in a 4 year payback and 22% IRR
 Managed regional profit/loss by targeting $100K monthly revenue and improving regional efficiency
 Increased gross income 22% in 2012 by building customer relationships and closing new deals
 Orchestrated the acquisition of Westridge Energy by creating a project partnership that led to a new
product/service offering, a developed customer base, and an increased sales pipeline
 Built strategic partnerships with companies to better serve clients and increase operational capabilities;
Installed forty boiler burner tip modifications with Pace Controls resulting in a 63% IRR investment
 Negotiated natural gas and electricity procurement contracts for clients to ensure they were receiving market
rates for energy commodities; transferred the MD Historical Society to 100% green energy contracts
2010 - 2011
Energy Project Manager, Mid Atlantic Region
 Spearheaded energy projects at Washington and Lee University that reduced annual utility costs by $1.1M
 Designed submetering plan for institutional client to communicate unknown energy data digitally from 22
buildings creating the ability to manage real time energy consumption through an online dashboard
 Secured $109K rebate to install and commission the most productive (kBTU) solar thermal project in VA
 Led team of two engineers while managing $345K retro-commissioning project reaping $125K in annual
savings through equipment/system tuning
 Developed pricing model for a successfully implemented $2.4M digital controls upgrade project
2008 - 2010
2007 - 2008
ADDITIONAL
WHITING-TURNER
Arlington, VA
Project Engineer
 Reconciled monthly accounts and analyzed subcontractor invoices for $100M project on percent completion
 Coordinated trade operations to effectively reduce the construction timeline and increase project efficiency
SAMSUNG
Austin, TX
Process Engineer
 Generated a projected annual savings of $250K by testing and implementing procedures that increased
efficiency of an extremely sensitive semiconductor manufacturing process
 Analyzed vast amounts of complex data to identify opportunities for improved performance
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Sailing Instructor, Brand Ambassador for The Yacht Week, International Traveler, and Sports Enthusiast
Certified Energy Manager (CEM) and member of American Society of Mechanical Engineers, Young
Professionals in Energy, Building Owners and Managers Association, and Association of Energy Engineers
JULIEN M. BOUSQUET
1011 Argyle Avenue, Nashville, TN 37203
205-492-6216 | [email protected]
EDUCATION
Nashville, TN
 Concentrations: Marketing, Strategy
 Anderson Family Scholarship (100% Tuition)
 Activities: Vanderbilt Marketing Association, Consulting Club
 Independent study in Marketing with QED Style, a start-up company. Defined the target market, repositioned
the product and developed a social media marketing campaign that increased website traffic by 39%.
UNIVERSITY OF SOUTHERN MISSISSIPPI
Hattiesburg, MS
Bachelor of Business Administration, May 2012
Major: International Business
 GPA: 3.7 / graduated with honors
 Track & Field Team, NCAA Division I:
o Full athletic scholarship
o Team Captain
o School record holder of 800m indoor
o Athletic Director’s Letter Award (2 Years)
 Senator, Student Government: created and developed a campus carpooling system that is still in use
UNIVERSITE PAUL SABATIER
Technical Degree in Business Administration, June 2009
 Graduated with honors, top 10% of the class
 VP, Student Government Association: organized a four-day seminar for 200 students
EXPERIENCE
2012 - 2013
Toulouse, France
SEMI-PROFESSIONAL ATHLETE
Birmingham, AL
Track and Field Runner
 Qualified for 2012 Olympic trials on the 800m
 Ranked 6th in France for the 800m; qualified four times for the French National Championship
 Developed and adhered to strict work/training schedule to streamline time management, determined personal
“peak” patterns to optimize performance for specific meets, and managed personal portfolio
Assistant Coach - Track & Field at Spain Park High School
 Introduced new training practices that led 95% of the 21 athletes to cut times and 13 to advance to state meet
2012
EMPIRE MARKETING GROUP
Birmingham, AL
Direct Marketing Associate - Leadership
 Recorded the highest sales ($21,000) in the office for two weeks straight; promoted to a leadership position
for outstanding sales results and exemplary behavior
 Built and supervised a team of two new account executives on sales strategies; improved sales by 65% as a
team, implemented feedback meetings, adapted sales speech strategy and designed our daily roadmap
Direct Marketing Associate
 Performed customer acquisition through door-to-door sales for AT&T U-verse
 Acquired client assets through innovative selling propositions using promotional offers, rationality and humor
2008 - 2009
ADDITIONAL
C.A. BALMA
Toulouse, France
Marketing Assistant
 Organized 2009 National 10K Race, overseeing $28,000 budget; successfully raised $16,000 in sponsorship
funds. Increased participation by 28% after strategically repositioning this event as a family and friend run
 Trained two interns to grow the 2010 National 10K race by over 19% in revenue through careful
recommendations, closely monitored their progress and evaluated their performance
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Language Skills: Fluent in French and English
Played clarinet for 12 years in a music conservatory and guitar for 7 years
Hobbies: Hiking, playing tennis, soccer, backpacking and global travel (visited 18 countries)
Gina M. Bruno
1803 Broadway, Apt. 413
Nashville, TN 3703
617-501-0410
[email protected]
EDUCATION
Nashville, TN
Specialization: Health Care Management; Concentration: General Management, Strategy
• Dean’s Scholar: 100% Scholarship and Dean’s Programs (1 of 7 out of 167 students)
• GMAT: 700 / GPA: 3.79
• Club Membership: Vanderbilt Health Care Club (President), Honor Council, Career Peer Coach, Project
Pyramid (Team Lead, Botswana); Independent Study: VUMC Palliative Care Unit impact analysis
HARVARD UNIVERSITY
Cambridge, MA
Bachelor of Arts, June 2005
Major: Government
• GPA: 3.5, cum laude
• Select Awards: Navin J. Narayan Award, Fitzie Foundation Award, and David Aloian Memorial Scholarship
• Completed honors thesis on the effectiveness of nongovernmental organizations and human rights campaigns
EXPERIENCE
2010 - 2013
BOOZ ALLEN HAMILTON, INC.
Washington, DC
Associate, Strategy and Organization Center of Excellence, Strategy and Change
• Led strategic consulting projects for the Department of Homeland Security (DHS) and Federal Emergency
Management Agency (FEMA). Contributed to marketing and proposal efforts with combined value of $40M.
• Co-led a $6M contract and team of 12 consultants across several work streams (e.g., process improvement,
human capital, and strategic communications). Managed all deliverables against plan, including 6 contract
extensions that earned an additional $115K in revenue. Interviewed and trained 10 new consultants for team.
• Assessed an 82-employee FEMA organization, conducted as-is and to-be analyses, and developed a business
case for an organizational realignment, a communications plan, and current and future organizational charts.
• Created and deployed a preparedness behaviors survey to 20K DHS employees. Managed 2 statisticians to
identify trends. Authored final report and presented findings to the Senior Counselor for the DHS Secretary.
• Completed analysis of national survey data and 35-source literature review to understand lack of progress in
personal preparedness. Co-authored report and presented innovative ideas to incentivize behavior change,
used presently by FEMA and the American Red Cross to rebrand national messaging.
2008 - 2010
Senior Consultant, Strategy and Organization
• Co-authored multi-year regional strategy to manage the decentralization of FEMA’s preparedness programs.
• Developed annual program planning processes and approach for performance reporting for newly hired senior
federal officials in FEMA’s 10 regions; facilitated in-person working sessions with 20-40 senior officials.
• Designed technical assistance programming for in-person and virtual training for state and local officials to
launch a new tool to measure the effectiveness of preparedness grants.
2007 - 2008
Consultant, Strategy and Organization
• Developed reporting processes and a master schedule to integrate 6 new initiatives in a national-level DHS
exercise. Tracked risks and issues and authored executive-level briefings and final after-action report.
• Designed a training program for state and local officials to implement a new preparedness assessment tool.
2005 - 2006
ADDITIONAL
JENNER & BLOCK, LLP
Washington, DC
Project Assistant, Litigation and Content Media & Entertainment
• Researched and analyzed economic trends in relevant markets to inform testimony and cross-examinations
and to support a copyright protection cost model that was adopted by a Copyright Royalty Arbitration Panel.
• Collaborated with attorneys to complete direct case preparation, including cite-checking and editing briefs.
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Currently hold a Secret U.S. government security clearance.
Professional Certification: Change Management Advanced Practitioner (Georgetown University, 2011).
Volunteer Activities: 100% Owen (present), Harvard Club of Washington, DC Schools & Scholarships
Committee Co-Chair (2009-2013); WorldTeach volunteer teacher near Cape Town, South Africa (2006).
WILLIAM G. CARNEY
404 Vanhook Drive
Ashland City, TN 37015
856-816-0821
[email protected]
EDUCATION
Nashville, TN
Concentrations: Operations and Finance
Recipient of the Yellow Ribbon Scholarship
Global Business Association board member
Member of: Global Business Association, Operations Club, Finance Club, Owen Bridges, Texas Club
BUCKNELL UNIVERSITY
Bachelor of Science in Business Administration, May 2009
Major: Management
Dean’s list recipient
Dual-sport athlete: Varsity Football and Varsity Baseball
Lewisburg, PA
EXPERIENCE
2012 - 2013
U.S. MARINE CORPS
Kaneohe, HI
Fire Support Officer - Captain
Led, trained, and evaluated a 16-person team in fire support operations by conducting weekly classes and
periodic evaluations in simulated combat environments throughout Southeast Asia
Completed both the embarkation and debarkation on over $100,000 worth of equipment on three occasions
by ensuring 100% accountability with detailed records, thorough onsite inventorying, and proper coordination
with logistic liaisons
Conducted formal classes and practical exercises on fire support as the subject-matter expert, increasing
proficiency for support request from students who had little to no prior training in the specialty
Personally undertook the additional responsibilities of Liaison Officer by coordinating fire support assets and
acting as the artillery representative to the infantry community
Awarded Navy and Marine Corps Achievement Medal for superior performance of duties
2011 - 2012
Platoon Commander – 1st Lieutenant
Managed and evaluated 53 subordinates in daily training, administrative reports, and logistical organization
throughout periods of high-tempo operations
Achieved 100% accountability for over $7,000,000 in technical equipment with weekly spot-checks and
monthly item-by-item inspections
Planned, coordinated, and executed refresher training with formal instruction and practical exercises for over
80 Marines, concluding with detailed debriefs for areas of improvement in order to improve effectiveness
during future operations
Overhauled and organized an Excel database of over 100 training requirements for 120 Marines as part of the
pre-deployment training program in order to improve transparency and convey unit readiness to superiors
2010 - 2011
Fire Direction Officer – 2nd Lieutenant
Led a seven-member team responsible for the immediate, critical-support response for an organization
consisting of over 3,000 individuals in combat operations in Afghanistan
Conducted daily inspections to confirm accurate running counts of 38 mission-essential commodities that
fluctuated daily over a seven month period
Conducted daily, hour-long training sessions to improve support response times by means of streamlining and
repetition, resulting in 94 of 94 responses above time-allocated standards
Recovered over $8,000 in lost or misplaced inventory through rigorous after-hours inspections to improve instock readiness to 95%
ADDITIONAL
Seven months of officer leadership training in the United States Marine Corps in 2009
Culturally well-versed from extensive domestic and international travel (22 Countries)
ELENI E. CHAMPAGNE
2641 Blakemore Avenue, Nashville, TN 37212
724-355-5196 (cell) [email protected]
EDUCATION
Specialization: Healthcare, Strategy
 Owen Merit Scholarship, Ingram Scholar Award
 Vanderbilt Health Care Club, Publications Chair
 Women in Business Association, Board Member
Nashville, TN
JOHN CARROLL UNIVERSITY
Cleveland, OH
Bachelor of Science Economics, May 2006
Major: Economics
 magna cum laude, GPA: 3.86
 Leader in Circle K International (collegiate service organization affiliated with Kiwanis) - District New Club
Building Chair, District Convention Chair, Club Editor
 Honors and Awards: Phi Eta Sigma, Alpha Sigma Nu, John Marshall Gersting Award
EXPERIENCE
2011 – 2013
STERIS Corporation ($1B global medical equipment company)
Mentor, OH
Marketing Strategy Manager
 Conceptualized marketing materials for new technology product launch, refined to the most unique/relevant
messaging with product management and marketing, received the 2013 Best Marketing Campaign award
 Created long-term digital publishing strategy to engage Customers in full breadth and depth of healthcare
solutions on a continual basis; field representatives “impressed” with pilot and requested for ongoing use
 Structured the foundation for an Aftermarket Strategy through internal and external interviews and analyzed
past performance of products and services associated with aftermarket sales which led to a new business
opportunity estimated at $6M after two years
 Co-founded Future Leaders, young professionals group focused on professional development, networking and
community involvement; hosted over 35 events and increased membership 150% in four years
2009 – 2011
Strategic Improvement Manager
 Led initiative to create new mission, vision and values statements for Healthcare business; analyzed feedback
from over 450 employees, presented data in a two-day workshop with 65 key leaders, facilitated a breakout
group to finalize statements and worked with a small group to implement statements across the business
 Designed and executed strategy for field representatives to request, plan and conduct a visit to STERIS’s new
$11M Customer Solutions Center in Mentor, Ohio leading to $60M in new business the next year
 Developed process, provided data and conducted cross-functional decisions meetings to achieve a 26%
reduction of 5,000+ SKUs in a rationalization effort to improve operational efficiencies and profitability
2008 – 2009
Customer Engagement Manager
 Implemented annual executive surveys to understand market trends; provided aggregate results to participants
and used insights to guide marketing/sales initiatives based on quality outcomes and cost management
 Identified areas to better serve our Customers through Net Promoter Score survey trends and discussions with
senior management; led delivery-focused project that implemented courtesy calls 6 weeks prior to delivery
which increased Net Promoter Score from 15% to above 30%
2006 – 2008
Strategic Improvement Analyst
 Established process to gather data, administer surveys and distribute results for Net Promoter Score initiative
which provided continuous feedback and the foundation for STERIS’s Customer Engagement strategy
 Defined methodology and updated Corporate Balanced Scorecard in support of Corporate Strategy efforts
focused on Financial Health, Customer Engagement, Operational Excellence and Employee Engagement
 Analyzed data for multi-faceted freight project, developed methods for field representatives to estimate and
discuss freight with Customers, updated and shared monthly metrics with business leadership
ADDITIONAL
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Study abroad University of Queensland in Australia, ignited my love to travel and meet new people
Make-A-Wish Foundation Volunteer and STERIS campaign lead, raised more than $165,000 in 6 years
Continuous education at Case Western Reserve University, piqued interest in leadership development
Designated baklava baker in my family using my grandmother’s recipe
SHARON COWEY
1700 State Street, Apt 406 ● Nashville, TN 37203
202-560-1216 ● [email protected]
EDUCATION
Nashville, TN
 Concentrations: Strategy & Operations
 Leadership & Activities: 2014-2015 Owen Board Fellow at Make-A-Wish Foundation; 2014-2015 Community
Relations Chair for Owen Operations Club; Owen Consulting Club; Leadership Development Program
KENNESAW STATE UNIVERSITY
Kennesaw, GA
Master of Science in Conflict Management, December 2006
 GPA 4.00 / 4.00
 Internship: Redesigned outreach strategy for human trafficking victims; wrote grant application and received
$250,000 federal funding for local nonprofit, Tapestri, to implement human trafficking awareness campaign.
UNIVERSITY OF SOUTHERN MISSISSIPPI
Bachelor of Arts in Anthropology and Spanish, May 2005
 GPA 3.64 / 4.00
 Resident Assistant 2003-2005, Elected Secretary of Anthropology Club 2005
Hattiesburg, MS
EXPERIENCE REGIONS BANK
Hattiesburg, MS
2011-2013
Executive Project Specialist
 Systematized the quality control review process for 750 corporate policies and procedures and trained managers
on new program. Increased process efficiency by 200% in one year.
 Led team of 15 managers responding to federal audit; synthesized and delivered over 100 reams of data to
auditors in an on-time delivery for the company, thereby maintaining compliance with federal reporting
requirements and preserving the bank’s ratings.
 Managed customer complaint escalation process; conducted internal and external research and cross-referenced
data from multiple sources in order to implement effective solutions and to retain the customer’s business.
 Designed and tailored employee engagement projects for 500 associates in MS and TN call centers. Directed 33
project assistants for implementation. Increased employee retention rate by 5% in one year.
2009-2010
2008-2009
2007-2008
PINE BELT MENTAL HEALTHCARE RESOURCES
Hattiesburg, MS
Project Leader
 Created resources for new hire training and delivered employee onboarding programs for over 4 new hires; led
the job shadowing process to prepare new hires for interactions with mentally ill clients.
 Facilitated weekly conflict resolution trainings for clients in group settings to help build life skills.
FUN LANGUAGE INTERNATIONAL, LTD
Bangkok, Thailand
English Teacher
 Led multicultural team to implement education projects for high profile clients. Taught English as a second
language daily to 5 groups of 30+ Thai students, utilizing public speaking skills and creative game ideas to
maintain children’s focus on the lesson.
 Consulted with native Thai teachers and management staff on a daily basis regarding lesson plans and crosscultural communication strategies.
JUSTICE AND SUSTAINABILITY ASSOCIATES, LLC
Washington, DC
Mediator
 Streamlined stakeholder outreach processes for urban planning initiatives including $3 billion Anacostia
Waterfront Initiative and $100k African Burial Ground. Recruited 27 organizations to partner with government
client for local business and community group outreach and involve them in the decision-making process.
 Negotiated at least 2 new projects monthly by networking and writing business proposals for new clients.
 Tailored communication strategies for client teams and stakeholder groups in order to build buy-in and to
influence process participation.
ADDITIONAL ● Studied and worked abroad in Thailand, Costa Rica, England, and Spain.
 Volunteered at Big Brothers Big Sisters, United Way, and Association for Rights of Children with Disabilities.
 Hobbies: Line dancing, photography, pottery, cooking, and travel.
Linh Dao
4021 Darlene Drive
Antioch, TN 37013
270-320-4569
[email protected]
(Permanent Residency Fall 2014)
EDUCATION
Concentration: Finance and Strategy; Specialization: Investment Management
• Finance Club - Assistant Communication Chair of Relations; Asset Management Club
• Finance Club 2013 M&A Case Competition Winner
Nashville, TN
WESTERN KENTUCKY UNIVERSITY
Bowling Green, KY
Bachelor of Business Administration (WKU Honor College), May 2012
Certificate of Financial Planning (WKU Honor College), May 2012
Major: Finance; Concentration: Marketing-Sales
• GPA – 3.77/4.0; top 5% of class, magna cum laude
• National Intelligence / TIP Scholarship; Beta Gamma Sigma Scholarship (the most outstanding junior)
• Delta Sigma Pi international business fraternity – Pledge Education Officer
• Vietnamese Student Business Association – Vice President of Finance
EXPERIENCE
2012 - Present
2012-2013
2012-2012
2011-2012
ADDITIONAL
LI-EN 5 NAIL SPA SERVICE LLP
Nashville, TN
Founder/ Manager
• Created detailed marketing plan that tripled customer traffic and recouped 100% initial investment within 8
months of establishment; maintained recurring revenue of $15,000+ per month and above 50% profit margin.
• Executed the entire business plan, including market analysis of surrounding geographies, competitive
compensation plan for 8 specialists and technical point-of-sale system.
• Achieved 100% positive reviews and satisfaction rate with highly differentiated product line, individually
tailored customer interaction and exceptionally attentive service.
• Improved work environment by expanding service-specialized rooms and applying innovative remote
operational control model (with Skype camera, real time daily sales records, customer relation system).
BANK OF AMERICA
Nashville, TN
Sales and Service Specialist
• Attracted 100+ new customers/business partners and earned the national Gold Award in Sales and Customer
Relationship Management.
• Ranked as the top-performing associate at national level by achieving operational excellence and consistently
exceeding sales quota (50% acceptance rate/ market-wide 10% average); resulted in the branch #1 ranking as
the top performing banking center in the market.
• Served as the Teller Manager to maintain operational efficiency of the teller line by creating several
optimization models (sales process, staff scheduling, daily activities planning, waiting line analysis, …).
CULLIGAN CORPORATION
Bowling Green, KY
Sales Representative Intern
• Selected to participate in a sales team of 10 interns on Culligan’s marketing plan to enter highly competitive
Bowling Green market by providing innovative water solutions to residence and business in the city.
• #1 sales intern with proven success of cold calling (20% lead-generating success rate), closing sales (80%
sales closed) and service consultation; generated over $20,000 worth of contract revenue and captured 13%
market share during the 2-month project.
ZIJA INTERNATIONAL ($200M multi-level network marketing, first 3-year sales growth of 900%) Lehi, UT
Sales Representative Intern
• Coordinated an international team of 8 distributors to provide oversea product consultation and sales.
• Conducted extensive non-US market research, was recognized as the first rep to represent Zija in Vietnam.
• Distributed approximately $7,000 worth of products in China, Vietnam and the US over 5 months.
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Interests: producing music, church choir, road trip, reading biographies.
Computer Skills: Prezi, CRM, Quickbooks, Gretl, SAS, CRSP, Merlin Teller, Interact.
BRIEN DONAHUE
3315 Fairmont Dr. #8
Nashville, TN 37203
317-730-4765
[email protected]
EDUCATION
OWEN SCHOOL OF MANAGEMENT
Concentrations: Finance & Strategy
 GPA: 3.72
 Recipient of 55% merit scholarship
 Owen Student Advisory Board Member
 Owen Bridges Program Mentor
 Consulting & Real Estate Clubs
Nashville, TN
PURDUE UNIVERSITY
KRANNERT SCHOOL OF MANAGEMENT
Concentration: Finance
 Vice President of Membership & Chief Justice, Interfraternity Council
W. Lafayette, IN
EXPERIENCE ELI LILLY & COMPANY
Indianapolis, IN
2010 – 2013
Senior Analyst, Lilly USA Finance
 Led cross-functional team tasked to develop tool that provides capabilities to create profit & loss
statements at a geographic & product level. The capability allows insight into resourcing decisions made
by leadership and is the first of its kind at the company.
 Financial team member in sales force incentive redesign, including evaluating tactics to continue to
motivate field while providing financial savings exceeding 10%.
 Analyzed demand trends, pricing decisions and resourcing opportunities for two Men’s Health brands
that total over $800M in US sales and $200M in expenses annually. Appointed to this role as a shortterm assignment (four months) that was two promotions above current level while employee was out on
leave of absence.
 Managed financial reporting and communication with third party company’s C-Level management team
in which Lilly has entered in a licensing and royalty agreement.
2008 – 2010
Auditor, Corporate Audit Services
 Created standardized report and process to review financial statements and key metrics from
international sales affiliates which enhanced scoping of international audits using both SAP and
Business Objects.
 Completed audits spanning two weeks in duration in 4 continents – Asia, Europe, North America and
South America – and 9 total countries.
 Auditing focused in financial processes (Order to Cash, Purchase to Pay, General Accounting, and
Sarbanes-Oxley) and experience in Privacy, Information Technology and Anti-Corruption Due
Diligence.
ADDITIONAL 
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Selected by Eli Lilly Financial Core Staffing team to lead Purdue University Recruiting for Finance.
Internship Program Coordinator for Lilly Finance. The main responsibility was to manage a group of 4-6
interns’ efforts in work on business case.
Big Brothers Big Sisters of Central Indiana Mentor – Personal advocate of the improvement of
Indianapolis’ near east side. Worked with program for 3+ years with two single-parent mentees.
THOMAS J. FORBRIZZIO
246 White Bridge Pike D1
Nashville, TN 37209
440-897-6974
[email protected]
EDUCATION
Master of Business Administration Candidate, May 2015
Concentrations: Finance; Strategy
 Vice President/Portfolio Manager-Asset Management Club; Finance Club
 Portfolio Manager-Tennessee Valley Authority Investment Challenge
 Owen Professional Scholarship
 GMAT:710
Nashville, TN
BOWLING GREEN STATE UNIVERSITY
Bowling Green, OH
Major: Sport Business Management
 BGSU Rugby Club: Executive Committee, Earned ‘Coach’s Award’ given to most dedicated athlete
 BGSU Varsity Football: Head Coach’s Assistant
EXPERIENCE
2012 - 2013
2011-2012
2008-2010
2006-2007
ADDITIONAL
LENDING PATH MORTGAGE
Columbia, SC
Mortgage Broker
 Built a portfolio of up to $1.4 million in volume by engaging with clients to assess personal financial needs
and presenting a solution that achieved discovered goals
 Maximized profits with portfolio balancing techniques that allowed me to create an additional 55% premium
revenue overall, including a 125 basis point gain on assets under management when QE3 was announced
 Delivered unparalleled customer service to clients, such as caring for a client whose husband had passed
away days before closing, resulting in a successful closing and satisfied customer
MORTGAGE INVESTORS CORPORATION
Columbia, SC
Account Manager
 Achieved an 83% closing success rate by convincing clients to take action on a customized financial plan,
ranking number one in the South Carolina branch
 Earned an “A+” customer satisfaction rating (top 10%) by delivering excellent customer service that left my
clients informed, educated and excited about their personalized financial package
QUICKEN LOANS
Cleveland, OH
Senior Mortgage Banker
 Closed over $16 million in total volume during first full year of employment, producing net revenues in top
third of the company
 Promoted to Senior Mortgage Banker within 10 months of employment, the shortest period allowed to obtain
the promotion
CLEVELAND BROWNS
Berea, OH
Front Office Intern
 Coordinated game day and special events for groups of up to 300 people, including the first ever “Browns
Backers Countdown to the Draft” which treated fans to the unique experience of getting up close and personal
with senior members of the Cleveland Browns front office as well as star players
 Created digital media to be featured on ClevelandBrowns.com on a weekly basis
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Interests: Coaching football, rugby, poker theory
Leadership Experience: Coach football at Avon Lake High School, designing weekly comprehensive
scouting reports and defensive game plans, helping to compile a record of 78-23 over the past nine seasons
Volunteer Experience: Big Brothers Big Sisters; Roan Gouws Foundation (Raised funds to alleviate the
medical burden of the family of a dear friend who had recently lost his life); Broke what was the world record
of consecutive sit-ups by completing 25,001 in a row during an event to raise funds for the children’s hospital
in Toledo, Ohio
SHANNON L. FUGINA
3111 Long Blvd Apt 206 ‖ Nashville, TN 37203
651-246-1998 ‖ [email protected]
EDUCATION
Nashville, TN
Specialization: Brand Management; Concentrations: Marketing and Strategy
2013 Selby and Richard McRae Family Scholar (awarded to marketing student with strong academic record)
Vanderbilt Marketing Association, elected to first-year board as Director of Events
Distinguished Speaker Series, elected as one of four first-year board members
Selected as one of nine Recruiter Hosts representing Owen’s Career Management Center
UNIVERSITY OF WISCONSIN - MADISON
Major: Consumer Affairs in Business
Dean’s Honor Student
Professional Event Chair, Alpha Kappa Psi – The Professional Business Fraternity
EXPERIENCE
2012 - 2013
2010 - 2012
Madison, WI
PORTU-SUNBERG MARKETING (Vendor sales/marketing firm, Target Corp. Team) Minneapolis, MN
Business and Account Analyst, Target Corporation Account
Consulted with vendors nationwide in the health & beauty and cards & party departments at Target
Corporation, managing accounts that provided clients $24M - $40M in annual sales
Analyzed competitive market place to identify category product mix, pricing, and packaging opportunities.
Provided recommendation that initiated potential launch of new product; representing $200K in annual sales
Initiated, managed, completed, and presented comprehensive market segmentation study of health & beauty
sales which led to client’s expansion of brand to further reach growing Hispanic segment
Assessed sales and executed strategic order plans with the Target team that directly increased vendor sales
20% while simultaneously assisting Target in meeting corporate in-stock goals
Formulated $5M health and beauty promotional plan that was implemented by client in 2013 and projected to
contribute to 100% sales increase over 2012 sales
TRUE VALUE COMPANY
Chicago, IL
Advanced Inventory Planner – Hand and Power Tools
Forecasted, budgeted, and managed daily orders for over 5,000 skus from over 75 vendor accounts which
resulted in $50M in annual sales
Understood consumers’ needs and identified most profitable items to be pitched for circular ad space and
forecasted and ordered inventory based on promo forecast allowing for average of 30% sales increase
Created and presented POS Seasonal Planning Best Practices to 40+ person Inventory Team which was used
for several upcoming seasonal buys that resulted in more accurate and profitable seasonal orders
Enhanced consumer insights and store operations exposure during 3 month in-store rotation at a True Value
Invited to line review meetings to provide recommendation on best vendor and product mix from which
business was awarded for upcoming line transitions aimed at increasing profitability
Selected as one of only six associates to be a Mentor for the Summer 2011 College Internship Program
2008 - 2010
Inventory Planner – Lumber and Building Materials
Managed inventory for over 3,000 skus from over 100 vendors representing $25M in annual sales
Decreased owned inventory costs 10% while simultaneously increasing fill rates to stores by over 4%
Recognized consistently for superior team performance by initiating and maximizing professional, lasting
relationships with other internal teams, True Value store owners, and external vendors
Awarded True Value Merchandising Department of the Year Award in 2009
2009 - 2012
On-Campus College Recruiter (Ongoing special teams role)
Established and facilitated formal corporate sponsorship between True Value and Alpha Kappa Psi
Professional Business Fraternity that remains a strong partnership today
Selected as one of only 10 associates to represent True Value on campus at Business Career Fairs, formal
interviews, and other events to recruit top talent
ADDITIONAL
Interests: Golf, yoga sculpt, a loather of running working up to a half marathon in 2014, highly informal
fashion and trend connoisseur, and lover of checking out new football and baseball stadiums and experiences
Professional Organizations: Junior League of Nashville (formerly JL of Minneapolis) and Alpha Kappa Psi
NICHOLAS C. GORDON
127 Kenner Avenue
Nashville, TN 37205
704.614.1274
[email protected]
EDUCATION
EXPERIENCE
2013
2011 - 2012
2009 - 2011
Summer 2007
ADDITIONAL
Concentration: Operations and Strategy
• GMAT: 760; GPA: 4.00
• Dean’s Scholarship (full tuition), 1 of 7 recipients in class of 167
• Consulting Club, Operations Club
Nashville, TN
Bachelor of Engineering, summa cum laude, May 2009
Major: Mechanical Engineering, Minor: Engineering Management
• GPA: 3.96, recipient of ME Program Award for highest GPA
• Nancy and Bruce Bayer Honor Scholarship (four-year, full tuition)
• President, Beta Upsilon Chi fraternity
Nashville, TN
EVERLY, LLC (start-up packaged drink mix company)
Director of Operations
Nashville, TN
Brought in by founders as employee #1 at prototype stage to launch first product
• Identified and secured sourcing and production partners for first production run of 100K units
(structured contracts with flavor developer, packaging producer, and contract packager)
• Built and launched online store for 40% of budget by contracting complex tasks and learning basic HTML
• Recruited non-profit partner (www.ColaLife.org) & negotiated corporate giving arrangement
• Implemented outsourced warehousing & fulfillment strategy with third-party logistics partner
• Managed logistics and fulfillment for $52K Kickstarter crowd-funding project with 1200+ backers
(top 1% of all Kickstarter food projects)
CARE for AIDS, INC. (US-based NGO operating 18 HIV care centers throughout Kenya)
Joined founding partner as first American employee; built operations from the ground up in Kenya
and later in the US as organization grew from under $140K to $1m+ annual revenue
Operations Director
Winston-Salem, NC / Atlanta, GA
• Selected and implemented cloud-based donor management system for 1,700+ constituents, providing a
single source of critical data for donor segmentation, communication, reporting, and retention
• Led team of 25 college interns to raise $180K in less than 12 months
• Supervised 3 Directors in Kenya (2 Kenyan, 1 American)
• Individually secured $150K in ongoing annual donations
African Operations Director
Nairobi, Kenya
• Launched 14 full-time HIV care centers in urban slum communities across Kenya
• Led staff growth from 8 to 40 employees & client growth from under 200 to 1100+ families annually
• Created clinic-level operating procedures, country-level administrative structure, & all HR documentation
(compensation strategies, development programs, and employment contracts for 36 new hires)
• Identified need for quantitative client evaluation tool; benchmarked other NGOs, created custom survey
process, and leveraged client development data for internal model improvement and external reporting
ALSTOM SWITZERLAND (global power plant provider with $10b+ annual revenue)
Project Management Intern, Gas Turbine Division
Baden, Switzerland
• Modified progress reporting method for gas turbine power plant projects; upon completion, sent to 3
European countries to train project managers in implementation
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Published wildlife photographer (Fodor’s Safari Guide)
Member of the Board of Directors of CARE for AIDS, Inc.
International experience: lived and worked on 3 continents; basic proficiency in Swahili and Spanish
Studied Mandarin while living on a university campus in Kunming, China (Summer 2008)
Experienced in e-Commerce tools (Shopify, 3PL Central) and database tools (Mailchimp, Blackbaud)
NICHOLAS M. GRILLI
200 11th Avenue, N. #434
Nashville, TN 37203
617-930-8619
[email protected]
EDUCATION
Nashville, TN
Specialization: Corporate Finance; Concentration: Strategy
 2013 Webb Follin Scholar
 GPA: 3.85 , GMAT: 700
 Activities: Senator – Owen Student Government Association, Owen Finance Club, Owen Energy Club, SelfSelected participant of Owen Graduate School’s Leadership Development Program
WAKE FOREST UNIVERSITY
WAYNE CALLOWAY SCHOOL OF BUSINESS AND ACCOUNTANCY
Major: Business; Minor: International Studies
 Leadership: Chapter President - Theta Chi Fraternity, Gamma Omicron Chapter
Winston-Salem, NC
EXPERIENCE
2012 - 2013
CHUBB GROUP OF INSURANCE COMPANIES (Division of the Chubb Corporation)
Chicago, IL
Financial Institutions Underwriter, Specialty Risk Center
 Underwrote management liability insurance products for an $8M portfolio of 130 publicly traded and large
complex companies within the financial institutions industry; clients included asset management firms,
regional and national banks, and other insurance companies
 Performed complex cash flow analysis and detailed risk assessments of clients’ operations; evaluated
profitability of organizations using long-term sustainability metrics
 Met directly with Fortune 500 clients’ c-suite and executive level personnel to understand their internal
culture and build customer relationships
 Adapted and customized insurance products to meet clients’ individual needs; as a result retained 88% of
clients, which exceeded industry standards
 Facilitated Continuing Education seminars to train insurance professionals employed at key trading partners
after being identified and selected as a Subject Matter Expert
2009 - 2012
Executive Protection Underwriter, Chicago Region
 Managed $4M portfolio comprised of over 400 accounts; negotiated insurance terms & conditions to exceed
profitability targets
 Generated $1M of annual new business premium revenue through prospecting efforts, industry relationships,
and account management - exceeded production goals by 25%
 Achieved the highest and 2nd highest year-end performance ratings among peer group of 15 underwriters –
delivering on profitability, growth, and customer relationship metrics
 Served on Volunteer Committee Board of 12 employees; raised over $80,000 for local charities
2008 - 2009
Chubb Specialty Underwriter Trainee
 Completed year-long training program offered by company in Dallas, TX to become familiar with the
insurance industry, management liability, corporate underwriting policies, and the company’s products and
services - done under the supervision of Senior Underwriters and Corporate Management
 Managed a group of 20 independent insurance agencies in the North Texas Region
ADDITIONAL
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Spent four months studying International Business in Vienna, Austria in 2006; traveled to 10 different
countries across Continental Europe
Helped make the Chubb Corporation one of Chicago Crain’s Top 10 Places to work for three straight years
Will spend Spring Break 2014 in Tel Aviv, Israel for a project management course; working with Israeli startup to develop a tailored business plan and deliverable to senior management
Caroline Morris Guenther
114 Westwood Trace
Nashville, TN 37212
401-338-0401
[email protected]
EDUCATION
Nashville, TN
 Masters of Business Administration, May 2015
 Concentration: Finance, Strategy
 One of 3 first year students chosen by the Dean to serve on the Distinguished Speaker Series
 Clubs: Board Member China Business Club, Finance Club, Tech Club, Energy Club
 One of two first year students selected to represent Vanderbilt at the International VC Case Competition
UNIVERSITY OF ST. ANDREWS
St. Andrews, Scotland
BA/MA International Relations and Arabic, June 2010
 Estimated GPA: 3.6, Varsity Sailing Team
 Received A on Honors Dissertation: U.S.-China Strategic and Economic Dialogue
 Study Abroad: First student to study abroad in China during both high school and college on programs I
established; University of Damascus Fall 2008, Yemen Language Center in Sana’a, Yemen Summer 2007
 High School Junior Year Abroad in Beijing, China at Chinese high school; lived with non-English speaking
Chinese family, traveled extensively throughout rural China; Class of 2006 agent and fundraiser
EXPERIENCE
2011-2013
THE NEW YORK STOCK EXCHANGE
New York, NY
Account Manager, Strategy and Analytics Group, Listings Department
 Analyzed data including fee revenue to create process improvement resulting in more efficient 2013
opening bell allocation strategy; managed over 300 bells and events per year and capital markets IPOs
 Interacted with Fortune 500 CEOs on a daily basis, explaining NYSE trading model and value proposition
 Researched and prepared financial and biographical analysis/briefing material on IPOs and listed
companies for senior management, including compiling data and analyzing SEC filings
 Pitched billion dollar IPOs such as LinkedIn, Youku, Yelp and Michael Kors; was only Chinese speaking
team member responsible for working on Chinese IPOs and with listed companies
 Coordinated bells with internal departments including traders, media, ETFs, member firms, management
 Pitched NYSE competitive advantages to domestic and international NASDAQ listed prospects
Fall 2010
NATIONAL COMMITTEE ON U.S.-CHINA RELATIONS
New York, NY
Fall Intern
 Facilitated dinner for Chinese Premier Wen Jiabao including logistical and media support; planned China
investment and leadership conferences, including writing and editing grant proposals; orchestrated
meetings with senior Chinese military and State Department officials, and Harvard fellows
Summer 2009
U.S. DEPARTMENT OF STATE
Washington, D.C
Summer Intern, China Desk
 Special Assistant for U.S.-China Strategic and Economic Dialogue (S&ED); assisted Secretary of State,
Hillary Clinton and her senior staff, in preparing for bilateral negotiations; control Officer for DirectorsGeneral of Chinese Ministry of Foreign Affairs, Zheng Zeguang and Zhang Kunsheng; organized and
facilitated meetings for Chinese delegation; Advance Team Control Officer for delegation of Chairman of
Standing Committee of National People’s Congress of China; led planning meetings and negotiations
 Due to S&ED was appointed acting Political Military and Non-Proliferation Officer for the Office of China
and Mongolian Affairs; managed political-military portfolio; synthesized reports from Chinese military; led
meeting and negotiations with Chinese military officials; facilitated NASA preparations for bilateral
cooperation on space and earth science; attended and reported on Congressional briefings; position and
responsibilities usually reserved for full-time State Department employees
ADDITIONAL
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Fluent in Mandarin Chinese, advanced Arabic
2004-present English tutor for migrant workers and children in Beijing, Iraqi refugees in Syria, volunteer at
orphanage for disabled children in China; worked at orphanage for disabled children in Beijing
Developed fundraising effort to support educational alternative to Pakistani Islamic madrassas; wrote case
statements and organized and presented at Boston event that raised $5,000; coordinated with CAI founder
Greg Mortensen for school research trip in rural Pakistan; helped teach English and donated school supplies
EMILY F. HASSELL
1603 18th Ave S.
Nashville, TN 37212
615-500-9045
[email protected]
EDUCATION
Nashville, TN
Concentration: Marketing & Strategy
• Vanderbilt Marketing Association, Global Business Association, Women’s Business Association
• International Seminar to Israel: Startup Consulting Project
DAVIDSON COLLEGE
Bachelor of Arts, May 2010
Major: Art History
• Women’s Leadership Conference: Inaugural Committee Member
• Women’s Ultimate Frisbee Team: Co-Captain
• Study Abroad: Oxford, England & Florence, Italy (2008)
EXPERIENCE
2012 - 2013
2011 - 2012
2010
2009
ADDITIONAL
Davidson, NC
ADDISON WHITNEY, Global Brand Consulting
Charlotte, NC
Verbal Branding Associate
Verbal Branding Coordinator
• Developed global brand identities for companies such as: GE, Unilever, Coca-Cola, Kraft, Microsoft, Merck,
Bristol-Myers Squibb, GlaxoSmithKline, Boston Scientific
• Created name prospects for 250+ products, services, and corporate identities, generating ~40 names daily and
~10,000 names a year. Conducted trademark analyses.
• Collaborated with clients’ global marketing teams to refine strategic brand positioning in terms of value
proposition, product attributes, target audience, and trademark
• Led an internal, five-member team through the brand naming process (40 projects under tight deadlines)
• Presented creative proposals to clients, leading to the selection of final brand name candidates
• Branded a revolutionary cancer treatment: one of the first to successfully use gene therapy
• Performed cross-cultural linguistic research to name a gastrointestinal drug in Japanese for Takeda and to
resolve a branding conflict in French for Dow Chemical
• Crafted brand names chosen by GE (InfiniClean, dishwashing system), Coca-Cola (Zenzero, beverage),
Toshiba (Thrive, tablet), Dow (Arylex, herbicide) and Warner-Chilcott (Delzicol, drug)
FOODSPOTTING, Digital Media Startup
New York, NY
Business Development
• Worked directly with the co-founder of a new media startup (acquired by OpenTable in 2013)
• Fueled new business efforts by researching and cultivating partnerships in the food and travel industries,
securing 15-20 leads
CNN GLOBAL HEADQUARTERS
Atlanta, GA
Innovation Idea Lab Intern
• Explored revenue-generating innovation across all platforms with a team of two senior producers
• Envisioned ways to build CNN’s brand by engaging new audiences; scripted a CNN game show, developed
plans for an event sponsored by CNN & L’Oreal, evaluated opportunities for CNN heroes
• Presented a report to executives delivering insight on Generation Y in the media and the workplace
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Language Skills: Proficiency in French, intermediate Italian and Chinese
Interests: World travel, languages, oil painting and snow skiing
Community Work: Started a garden workshop at YWCA Central Carolinas
Intellectual Curiosity: Summer at Pilchuck Glassblowing School in Seattle, WA (founded by Chihuly);
attended Sewanee Writers Conference
THOMAS F. HAYDON
1700 State St., Apt 257
Nashville, TN 37203
607-342-3217
[email protected]
EDUCATION
Nashville, TN
Concentrations: Finance and Strategy
J.C. Bradford Scholar, 90% tuition scholarship awarded to a student with an interest in finance
GMAT: 720, GPA: 3.74/4.00
Major Coursework includes: Managerial Finance, Financial Accounting, Corporate Valuation
Additional education: Training the Street (Financial Modeling and Corporate Valuation), Bloomberg
Terminal
Clubs: Finance Club, Asset Management Club, Owen Sports Club
CORNELL UNIVERSITY
Major: Industrial and Labor Relations
Dean’s List
GPA: 3.61/4.00
EXPERIENCE
2011 - 2013
2004 - 2007
ADDITIONAL
Ithaca, NY
CAPITAL ONE
Richmond, VA
Human Resources Rotational Program Associate
Modeled budget run rate and capacity projection for Corporate Real Estate and Finance departments to
determine geographic footprint needs, leading to relocation of 3 business groups and construction of two
additional office buildings in the Richmond campus.
Performed quantitative analysis of 200 incentive plans using Excel models for response to a Federal
Reserve inquiry to measure effectiveness of plans on business results, resulting in no findings from
regulators.
Assisted in the development of a model that projects future staffing needs in over 1,000 retail bank
branches.
Integrated 2,500 acquired associates in the Philippines into Capital One through the development of
competitive compensation structures, analysis of salary impact, and scenario modeling leading to all
retention goals being met.
Designed and implemented an automated reporting process in Oracle Business Instruments for diversity
department that drove an increase in accuracy and efficiency.
Represented Capital One in media and at career fairs for military veteran recruiting, resulting in meeting
organizational annual hiring goals of 150 veterans four months ahead of schedule.
U.S. ARMY
FT. Lewis, WA and Baghdad, Iraq
Infantryman
Commanded $2 million Stryker Reconnaissance Vehicle and all related equipment.
Selected as supervisor, responsible for training, performance, and development.
Coordinated successful medical evacuations, fire support, and reconnaissance reports while deployed
during Operation Iraqi Freedom.
Promoted to Specialist (E-4) six months early, ahead of peer group.
Awarded Army Achievement Medal (x2), Army Commendation Medal, and Expert and Combat
Infantryman Badges for meritorious service and exceptional performance.
Interests: Life member of Veterans of Foreign Wars and Iraq and Afghanistan Veterans of America.
Traveled to 40 states and 13 countries.
Computer Skills: Proficient with MS Office Suite, IBM SPSS (Desktop) and SAS Enterprise Guide.
JEROME S. KATZ
2107 Fairfax Ave, Unit #101 Nashville, TN 37212 | 617-894-3850 | [email protected]
EDUCATION
Nashville, TN
Specialization: Corporate Finance, Strategy and Healthcare
 GPA: 3.89
 Clubs: 2014 Vanderbilt Healthcare Conference-VP of Finance; Healthcare Club, Finance Club
 Financial Seminars: Bloomberg Essentials Certified; Training the Street-Valuation, Financial Modeling
 Work/Study: Investment Analyst at Utilize Health
BOSTON UNIVERSITY
Boston, MA
Bachelor of Science in Business Administration, May 2008
Major: Operation & Technology Management; Organizational Behavior
 GPA: 3.07
Operations Analysis Consulting Project: Boston Scientific, Spring 2008
 Researched Boston Scientific’s international inventory policies, analyzed service level trends, performed
statistical analysis to explain increases in inventory level disparities across all of their facilities.
 Presented findings to Director of Supply Chain recommending new company-wide inventory policies.
Cross Functional Business Plan, Spring 2007
 Led a team of eight in the creation of a business plan creating The Hair Affair, a women’s hair product.
EXPERIENCE
THOMSON REUTERS LEGAL-BUSINESS LAW
2010-2013
Analytics Team/Business Law Advisor-Senior Analyst
 Synthesized over 500 Mergers & Acquisitions (M&A) transactions into detailed reports for $25M+
deals. Work set foundation for market launch of Business Law Advisor-M&A.
 Transformed internal quarterly reports into a sales tool that increased product sales resulting in creation
of a new division offering analytical services to clients. Estimated $11M in annual revenue.
 Developed high level analysis for senior M&A attorneys investigating financial, legal markets and
corporate governance trends.
 Managed and created presentations for legal business development divisions detailing quarterly trends
and deal themes in global M&A, Private Equity and corporate governance activity.
 Increased accuracy and efficiency of quarterly reports by transforming large data sets into models that
captured hostile deal flow and the overall deal environment.
 Analyzed all Business Law data requests including assisting the Private Equity (PE) division president
of the American Bar Association with analysis of the Private Equity M&A landscape.
 Communicated expertise across business units to ensure consistency with internal data, client facing
products and executive presentations, which minimized public relations conflicts with financial media.
2008 - 2010
Content Operations-Senior Analyst
 Restructured the Content Operations department’s FOIA request process, decreasing the firm's
annual expenditures to the SEC by $10,000.
 Established offshore vendor’s quality assurance program for International debt offerings, increasing the
vendor’s accountability and creating an on-site checks and balances system to ensure consistency.
 Managed department-wide effort to complete an emergency overhaul of more than 1000 international
debt offerings documents in less than five weeks for the launch of the Islamic Finance Center.
 Analyzed Content Operations’ entire data library and published monthly breakdown of all customer
accessible data, distributed in a company-wide report.
ADDITIONAL
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Washington, DC
Published by Thomson Reuters Westlaw Business Currents for article about quarterly M&A trends.
Six Sigma Green Belt Certified
Proficient in Thomson One Banker. Led training sessions for Thomson Reuters Legal colleagues.
International Telementor Program – Professional mentor to grade school students since 2010. Provide
guidance on career and goal planning, project management and personal lives.
Interests: Student of comedy, avid mediocre golfer, tennis, travel, sports: playing, watching and
discussing
RODNEY W. KAUFFMAN, CPA
3210 Orleans Drive
Nashville TN, 37212
717-314-2247
[email protected]
EDUCATION
Concentration: Finance Specialization: Strategy
 Owen Merit Scholarship and 2013 Billings Family Scholar, GMAT 700, GPA 3.73
 Vice President of Finance, Finance Club, Member the Christian Business Association
MILLERSVILLE UNIVERSITY
Bachelor of Business Administration, Major: Accounting, May 2011
 GPA 3.8; magna cum laude
 Cycling Club Treasurer, Member of SIFE (Students in Free Enterprise)
EXPERIENCE
2011 - 2013
2011
Nashville, TN
Millersville, PA
PARENTEBEARD LLC
Reading, PA
Associate – Audit and Attestation
 Formulated audit strategy and developed client relationships with two first year clients leading to second year
engagements and additional business development through securing the Benefit Plan audit of one company.
 Supervised teams of first year staff effectively through communicating planning expectations and
implementing timely status updates during fieldwork.
 Developed peer comparison communication for internal clients in the food industry through compiling
internal client data and comparing to industry benchmarks, with final result communicated and distributed to
clients during closing meetings.
 Repaired and expanded a broken relationship with a confrontational client by winning confidence through
demonstrating both technical knowledge of their manufacturing business and interpersonal skills through
professional communication, resulting in a continuing audit engagement.
DUTCHLAND LLC – Pennsylvania’s Premier Custom Precast Concrete Manufacturer
Gap, PA
Operational Analyst-Full Time
 Created an excel model allowing to bid transportation needs, trained estimators and procurement staff, and
monitored implementation which resulted in a 10% savings over the first four jobs implemented.
 Constructed financial forecasts analyzing both cash requirements and workflow scheduling, then relating
requirements through weekly finance and production meetings and offered workflow recommendation.
 Analyzed potential licensees with a focus on production capabilities, financial stability, and company culture.
2010
Accounting Internship
 Collaborated with the Accounting and Estimating departments to build an excel model using pivot tables
allowing estimators to view budget-to-actual variances for specific job line items resulting in a more accurate
bidding process.
 Developed custom financial reports to address a specific need by the CFO for sales and use tax reporting,
which successful completion led to directly working with the Vice President of Manufacturing for custom
financial analysis of various manufacturing process and a full-time job offer as an Operational Analyst
 Mastered Manufacturing accounting skillset through rotation through all accounting cycles.
ADDITIONAL
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CPA, Licensed issued by the State Board of Accountancy, Pennsylvania.
Outdoor enthusiast and adventure seeker: Member of Shirks Amateur Cycling Team 2011-2013 and
competed in the Collegiate Cycling National Championships in 2011.
S.I.F.E – led a team of 10 students to execute a fundraiser for cancer research by working with a local
business, resulting in over $2,000 raised.
Blair Colby Kerr
1803 Broadway, Apartment 615
Nashville, TN 37203
847-840-6666
[email protected]
EDUCATION
VANDERB ILT UNIVERS ITY
Nashville, TN
Specialization: Health Care
Concentration: Strategy, Operations
 Owen Student Government Association Vice President of Operations , Vanderbilt Health Care Club Treasurer,
Women’s Business Association Club Member
DENISON UNIVERS ITY
Granville, OH
Major: Economics; Minor: Psychology
 GPA 3.56, Major GPA 3.7 cum laude
 Psi Chi Honors Society, Omicron Delta Kappa National Leadership Honorary, Gamma Sigma Alpha Honors
Society, Mortar Board
EXPERIENCE
2012-2013
MORNINGS TAR
Chicago, IL
Client Manager, Advisor Software
 Coordinated with over 10 internal teams to deliver proactive, solution-oriented client services and resolve
operational, technical, and business issues within Morningstar’s largest division and product .
 Served as the primary contact for 16 broker-dealer enterprise agreements, which comprised $21.9MM in total
contract value, and consisted of 81 solutions across 5 unique software platforms.
 Analyzed data sets across 10 solutions to identify new user group s, conduct trend analysis, and launch more
targeted marketing campaigns to increase new user subscriptions and existing user adoption.
 Initiated marketing campaigns, attended conference seminars, and consulted clients on new product offerings
leading to a 5% average increase in subscriptions in the first 3 months.
2011-2012
Project Manager, Custom Solutions
 Audited both custom and registered data for 7,800 investments each quarter to ensure highest accuracy.
 Investigated over 70 client requests with the development team and implemented 4 new client projects to
deliver on new business .
 Represented internal and external cons umer perspectives and consolidated analysis for 3 Six Sigma projects
to improve the quality of fund data and decrease data acquisition time from 6 months to 20 business days.
 Maintained responsibilities of Custom Solutions Relationship Manager role concurrently, as described below.
2009 - 2011
Relationship Manager, Custom Solutions
 Liaised between Morningstar and top plan provider, plan sponsor, and asset manager clients securing new
revenue opportunities and delivering solutions to meet clients’ compliance and communication needs.
 Transformed Custom Solutions’ most difficult client project into one of the top revenue -generating
partnerships for Custom Solutions.
 Collaborated with sales, design, data, and product teams to implement 106 customizations, launch 4 new
products, and improve production processes to increase efficiency and generate revenue.
2008 - 2009
Product Consultant, Advisor Software
 Resolved financial advisors’ multifaceted questions through adaptability, effective listening, and a solid
understanding of the functionality and methodology of Morningstar’s programs, reports and d ata.
 Identified improvements to Morningstar’s Advisor Workstation product which were incorporated into the
2010 revision of the product.
ADDITIONAL
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Volunteered with patients every week in Lurie Children’s Memorial Hospital’s Family Life Center and
helped to raise a $150,000 annual donation for the hospital.
Travelled to 39 domestic and 38 international cities.
Two-time Junior Olympic women’s saber fencer.
Devin Kunysz
1700 State Street
Nashville, TN 37203
619-616-0507
[email protected]
EDUCATION
Nashville, TN
Master of Business Administration (May 2015 graduation)
Specialization: Marketing; Concentrations: Brand Management and Strategy
Nestle Brand Boot Camp Participant 1 of 20 students nationwide chosen for 3-day Marketing Intensive
GMAT Perfect Verbal (99th percentile)
SAN DIEGO STATE UNIVERSITY
San Diego, CA
Major: Marketing; Minor History
Editorial Adviser of $1.1 million independently funded student newspaper (ran all editorial content)
Covered 100% of college expenses thru part-time jobs
EXPERIENCE
2012 – 2013
HEINZ NORTH AMERICA
San Francisco, CA
Northwest Chain Account Manager
Chosen as sales lead for test market launch of Simply Heinz product line. Collaborated with brand marketing
team on launch specifics (POS, Forecast, Graphics, etc.). Closed anchor customer worth $1.6 million in revenue
Identified additional white space in the category for line extensions, eventually commercializing three
additional products in collaboration with brand marketing, R and D and consumer insights team
Developed “messy wings” concept leveraging Heinz soups as a base for wing sauce (presented to Exec Board)
Identified emerging culinary/menu trend of “Totchos”, and partnered with Ore Ida brand team to launch “Let’s
Talk Totcho’s” social media campaign. Drove incidence of tots with center of plate consumption
Campaign drove 12% change vs prior trend sales for 100 million dollar brand second half of FY 13
Presented 3-year Strategic Plan/AOP covering five categories and $16 million of sales. Committed to drive
104% index to Corporate Executive Committee
Average quota attainment 2010-2013 108% (company trend 98.5%)
Member of Heinz Employee Engagement Team Advisory Group responsible for working across departments to
help drive job satisfaction. Also served on Millennial Advisory Project to facilitate understanding of millennials
Developed custom BBQ sauce with large key customer that was selected as a national “best practice”
Strong understanding of CPG supply chain and distribution constraints effects on product launches
Experienced utilizing analytics to quantify ROI and drive profitable, results driven spending/investment
2010-2012
Territory Business Manager
Increased revenue within sales territory $2.8 million over 3 years
Worked closely with brand managers during field sales visits to better understand marketing deliverables
Promoted to national sales trainer
4th out of 215 sales reps nationwide
Grew territory 116% into largest sales territory in the Northwest
2008 - 2010
ADDITIONAL
PEPSICO
San Diego, CA
Customer development Manager
Selected as national trainer responsible for developing “best practice bible” after 8 months
Gained experience with multiple distribution and sales models (DSD and Distribution)
Pepsico Drive 5 Award awarded for 122% growth
Developed “Tea Off on Trash” sales promotion to drive incremental 5% growth in a flat category
“Pilot program” member (1 of 4) instrumental in developing program for expansion (64 reps as of 2012)
Conversational in Spanish
Outstanding writer and editor (winner of 8 Society of Professional Journalists awards)
Proficient with Salesforce.com and analytics suites
Personal culinary: Sushi rolling, gourmet Italian cooking and trying new hot sauces
Personal other: Hiked 3 tallest mountains in California. Covered 3 NCAA Tournaments.
KAYE LUENPRAKANSIT
2000 Grand Avenue, Apt #105
Nashville, TN 37212
(818) 917-3128
[email protected]
EDUCATION
Concentration: Human and Organizational Performance, Strategy and Operations
 Director of Communications, Human and Organizational Performance Association
 Board Member, MBA Student Advisory Board for Marketing and Communications
UNIVERSITY OF CALIFORNIA, IRVINE
Bachelor of Arts, December 2006
Major: International Studies
Nashville, TN
Irvine, CA
EXPERIENCE
2013
LPL FINANCIAL
Irvine, CA
Director of Operations and Compliance, Sun Group Wealth Partners LLC
 Developed and led strategies for organizational transition of over 300 clients to new business platform by
streamlining transfer processes and creating internal tracking system resulting in a 99% client retention rate
 Created and customized employee training manual to standardize the learning process for new hires which
accelerated onboarding training by more than 3 weeks
 Managed the internal operations department by conducting morning huddles and providing workflow
guidance in order to ensure accuracy and exceptional client service optimization
2012-2013
Relationship Manager, Stratos Wealth Partners
 Identified inefficiencies in organization’s client service model and created a new “Client Service Experience”
program to enhance client retention and satisfaction leading to a 10% increase in assets within 6 months
 Established and cultivated relationships with key clients including executives at DreamWorks Animation,
NBC Universal, and Broadcom in order to generate referral business
 Raised over $12,000 in scholarships for special needs children by assembling and leading cross-functional
teams, overseeing donation and sponsorship procurement, and generating publicity coverage
 Presented quarterly portfolio analysis consulting to clients in order to proactively increase engagement and
understanding of products and service offered
2011-2012
Planning and Operations Coordinator, Stratos Wealth Partners
 Managed transfer of over $100 million in client assets within 3 months from Morgan Stanley Smith Barney
by leading effective communication strategies, internal transition logistics, and client retention initiatives
 Systematized internal operations procedures such as manager’s approvals, compliance policies, and client
requests to ensure workforce continuity throughout organizational transition
 Handled employee life cycle including talent acquisition, salary negotiations, staff training, and terminations
2010-2011
MORGAN STANLEY SMITH BARNEY (MSSB)
Irvine, CA
North Orange County Complex Coach and Training Coordinator
 Monitored and supported staff training and development for over 40 Client Service Associates (CSAs) across
five regional branches
 Inaugurated a monthly newsletter to disseminate information, training modules, and key deadlines to CSAs
resulting in greater employee awareness and a decrease of transactional errors by an estimated 20%
 Collaborated with senior management to identify areas where associates lacked proficiency and assess
training needs
 Facilitated field training, conference calls, and coaching sessions pertaining to the MSSB Joint Venture and
Integration in order to bridge communication and cultural gaps between organizations
2006-2011
Registered Client Service Associate
 Primary point of contact for clients regarding account inquiries, account transfer, and stock market assistance
 Boosted morale and increased employee engagement as founding member of the Branch Planning Committee
ADDITIONAL
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Former Peace Ambassador for Legends of China; Award winning banner displayed at 2008 Beijing Olympics
Volunteer for the Prostheses Foundation of H.R.H; Collected materials for production of prosthetic parts
Financial Planning Specialist Certification, FINRA Series 7 and Series 66 licensed
ALEX MATVIENKO
2110 Portland Ave. #101
Nashville, TN 37212
303-241-3370
[email protected]
EDUCATION
Nashville, TN
Concentration: Finance
• GPA: 3.6/4.0
• GMAT: 710
• Relevant Coursework: Managerial Finance, Corporate Valuation, Financial Accounting, Spreadsheets for
Business
• President - Owen Finance Club, Asset Management Club, Real Estate Club
METROPOLITAN STATE UNIVERSITY
Denver, CO
Bachelor of Business Administration, December 2011
Major: Finance
• GPA: 3.9/4.0 while working 45 hours per week
• Relevant Coursework: Markets and Institutions, Financial Modeling, Portfolio Construction and
Management, Investments, Intermediate Finance
METROPOLITAN STATE UNIVERSITY
Major: Marketing
Relevant Coursework: Strategic Management, Accounting I & II, Marketing Research
Denver, CO
EXPERIENCE
2008 - 2012
VERIZON WIRELESS
Denver, CO
Assistant Sales Manager
• Successfully managed diverse sales teams of 20+ reports generating annual revenues in excess of $5MM in
gross equipment and $1MM in recurring service fee sales
• Designed and implemented a centralized customer concession tracking system leading to 100% compliance
with discretionary and incentive budgets
• Implemented turnaround strategies with multiple underperforming teams including strategic scheduling and
realignment of corporate initiatives with employee goals and compensation resulting in top 5% regional
rankings
2006 - 2008
Sales Consultant
• Achieved over 130% sales growth in consumer and data products over 2 year span
• Won consecutive sales achievement awards in 2007 & 2008 for exceeding annual quota while meeting or
exceeding key performance and profitability metrics
• Cultivated leads with business channel to win and support large corporate accounts
• Coordinated communication and training between sales group and equipment vendors leading to an area wide
award for highest broadband product penetration
2004 - 2006
ADDITIONAL
DISCOUNT TIRE CO
Littleton, CO
Assistant Manager
• Achieved gross sales in excess of $1MM during 6 month period
• Supervised the day to day operations of large automotive facility and staff consisting of 20+ employees
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Languages: Fluent in Russian with basic Spanish communication skills
Financial Training: Wall Street Prep Modeling and Valuation Course, Training the Street Modeling and
Valuation Course, Bloomberg certified
Avid traveler, back packed solo through over twenty countries
Meghan McGill
2208 Natchez Trace
Nashville, TN 37212
317-372-9655
[email protected]
EDUCATION
Concentrations: Operations, Strategy
 Director of Career Management: Operations Club
 VP Communications: Women’s Business Association
 Member: Owen Technology Club, Owen Culinary Society, Christian Business Association
INDIANA UNIVERSITY
Bachelor of Science Kinesiology, May 2011
Major: Contemporary Dance; Certificate: Business Administration; Minor: English
 magna cum laude
 GPA: 3.87
 Alpha Gamma Delta – Risk Management Chair
Nashville, TN
Bloomington, IN
EXPERIENCE
2012 - 2013
INDIANA DEPARTMENT OF TRANSPORTATION
Indianapolis, IN
Operations Analyst
 Created and executed the timeline and project plan for work flow, technology, and policy and procedure
changes impacting Construction Project Engineers; implementation resulted in a 26% increase of on-time
closure of Construction Contracts in one fiscal year
 Developed and executed an initial assessment to identify skill gaps in Construction software utilization;
created and implemented customized training curriculum and conducted training classes improving user
proficiency by 68% statewide in Indiana for Highway Inspectors
 Analyzed data performance by contract and region to create accountability model; identified and presented
trends and recommendations to management on areas where process improvement was needed
 Coordinated a semi-annual peer group review process that addressed custom changes to the SiteManager
Construction software and managed the development and implementation of the custom changes
 Honored with the “Right Stuff” Award for the implementation of the SiteManager Highway Technician
Training
2011 - 2012
Administrative Assistant
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2011
ADDITIONAL
Prepared research on payment and rollout options for the outsourcing of stock room parts; evaluated options
and gathered data to support the decision to outsource to NAPA Auto Parts
Reviewed the process for disposal of vehicles for scrap that resulted in increased cash flow to INDOT for
vehicles that were previously disposed of at a cost
Provided clerical support to the Director of the statewide Technical Services division as well as Technical
Services staff
Seasonal State Construction Worker
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Analyzed data from field inspection, daily reports, and material tests to ensure accurate documentation
Managed documentation of all Construction certifications and processes in Construction software on-site for
a $65 million Interstate improvement contract
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Winner of Computer in Business IU Dance Marathon Case Competition
Perform and choreograph modern dance works semi-professionally
Group leader for a Middle School Youth Group
VINOD RAMAKRISHNAN
2006 Broadway, Apt 105, Nashville, TN 37203 | 917-587-7426 | [email protected]
EDUCATION
Nashville, TN
Concentration(s): Finance & Strategy
 Owen Merit Scholarship recipient
 Max Adler Scholarship recipient - awarded to an outstanding student concentrating in Finance
 Member of the Owen Finance Club and Global Business Association
INDIANA UNIVERSITY – KELLEY SCHOOL OF BUSINESS
Bloomington, IN
Bachelor of Science in Business, May 2008
Major: Finance; Minor: Mathematics
 Indiana University – Purdue University Case Challenge: 2nd place team out of eight teams
 Samuel L. Westerman Scholarship for community service
EXPERIENCE
Summer 2013
2010 – 2013
2008 – 2009
Summer 2007
ADDITIONAL
PwC CONSULTING
Kuwait City, Kuwait
Pre-MBA Intern, Strategy Consulting
 Recommended enhancements to government procurement system for $94B city development project
 Evaluated market-upside opportunity for a leading construction company in Kuwait
GOLDMAN SACHS
Bangalore, India
Specialist, Securities Operations
 Trained and managed six member anti-money laundering team set up to ensure 300 clients conformed to the
Indian Prevention of Money Laundering Act (PMLA)
 Conducted quality control checks on all documentation provided by global client franchise, thereby
increasing quality of client reviews from 89% to 98%
 Identified opportunities for increased efficiencies in existing processes, and selected by manager to be a
member of the GS Process Improvement Committee
 Promoted to ‘Quality Control Analyst’ three months after joining the firm and to ‘Team Leader’ a full year
ahead of the norm
 Participated in advanced anti-money laundering training assignment in London for two months and used
knowledge to train new hires in the Bangalore office
THE BANK OF NEW YORK MELLON
Dubai, United Arab Emirates
Analyst, Treasury Services – Middle East & Africa
 Marketed Treasury Services product suite to regional clients and supported country executives with
relationship management across the Middle East and Africa
 Pitched business to prospective financial institutions and subsequently won business with a leading Islamic
bank in the Middle East
 Selected by managers to organize BNY Mellon’s participation in three industry conferences within the United
Arab Emirates for 2009
 Ideated alpha-generating strategies with Chief Administrative Officer to increase revenue from certain clients
in the Gulf Co-operation Council region
 Created user-friendly MS Excel database of current and prospective clients in the Corporate and Financial
Institutions segments which helped senior management quickly assess revenue targets
DEUTSCHE BANK AG
New York, NY
Summer Analyst, Structured Capital Markets (first half); Global Prime Finance- Risk (second half)
 Prepared a vital client presentation which was taken to Brazil for a large deal (size ~USD 5Bn) – (Google:
Unibanco – Deutsche deal June 29, 2007)
 Worked extensively on Bloomberg to support risk managers; programmed rules in Portfolio Evaluation and
Analysis System software designed to meet goals specified by group head
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Interests: European football, chess, house music and traveling
Language skills: Fluent in Tamil and Hindi
Solo vocal performer of South Indian classical music in five countries
Volunteered with Teach for India to identify potential donors across South India
MICHAEL H. RAUSHER
1217 15th Ave. S. Nashville, TN, 37212 | 404-512-3280 | [email protected]
EDUCATION
Master of Business Administration, May 2015 - Concentrations: Marketing & Strategy
• Owen Graduate School of Management Professional Scholarship
• Vanderbilt Marketing Association, Vanderbilt Tech Club, Net Impact Club
Nashville, TN
UNIVERSITY OF GEORGIA
Athens, GA
Bachelor of Science, May 2012 - Major: Psychology
• GPA: 3.81 (top 5% of class); magna cum laude, Graduated UGA with High Honors
• Hope Scholar, Zell B. Miller Scholar, Presidential Scholar, Dean’s List, Golden Key Honour Society
EXPERIENCE
2013 - Present
2011 - 2013
1/2011-5/2012
2010
2007-2009
ADDITIONAL
THE LAMPO GROUP COMPANY (Financial counseling service provider)
Brentwood, TN
Marketing & Venture Strategy Intern
• Developed methods for measuring reach, audience, impact, and optimizing value of client advertising
• Designed and evaluated methodologies to improve digital monetization strategy
• Examined behavior in tech markets, with extra consideration given to segmentation, targeting, and positioning
• Evaluated partnership opportunities and promising business development opportunities in digital media space
PHIL-ATHENS
Athens, GA
(Digital marketing Co./ social Ent. enabling people to donate to nonprofits without spending their own money)
Founder, Chief Executive Officer
• Conceptualized idea for business model, technology platform and growth strategies. Developed business plan,
pitched investors and acquired $30,000 investment. Improved website interface, which achieved an average of
40,000 impressions and 4,000+ unique logins per month, growing average monthly impressions by 28%
• Crafted marketing strategy (comprised of events, video, print & interactive), ensuring proper branding and
positioning. Managed digital content, layout, day-to-day analytics, produced brochures, ad copy, welcome kit,
press releases, media lists, newsletters, direct mail campaigns, and developed department goals/objectives
• Conducted keyword discovery and competitive research. Created and tested paid search copy
• Orchestrated sponsorship contracts, event presence, and marketing strategy for fundraiser that reached over
70,000 and resulted in $2,000+ raised for nonprofits
• Developed campaign-management tools (e.g., creative briefs, proposal templates, estimate forms and projecttracking spreadsheets) that improved flow of communication and elevated client satisfaction
• Exceeded goals of 27 new accounts and 40% re-order rate within 10 months and established 40+ partnerships
• Consulted with clients to determine business needs and improve current advertising efficacy, analyzed and
interpreted client engagement statistics and developed proposals in response to client campaign analytics
• Oversaw $65,000+ budget, all material orders and allocated $15,000+ to NPOs as byproduct of operations
BEHAVIORAL AND BRAIN SCIENCES RESEARCH LABORATORY
Athens, GA
Quantitative Researcher and Data Analyst
• Entered, analyzed, and interpreted data, presented research and statistical methodologies applied in analysis, as
well as research findings, relevance, impact, and consequences
ATLANTA CENTER FOR MEDICAL RESEARCH (Pharmaceutical research facility)
Atlanta, GA
Summer Administrative & Intake Assistant
• Assisted in patient intake, developed policies manual for front desk, scheduled appointments and managed data
ATLANTA CENTER FOR GASTROENTEROLOGY (Private medical practice)
Atlanta, GA
Summer Advertising/Marketing & IT Specialist
• Designed and developed website, brochure, patient info packets, press materials and edited existing site copy
• Formulated, designed/produced data-driven communication materials—briefings, press releases, and fact sheets
• Acquired new clientele via digital advertising, driving annual revenue by $20,000+
• Established and implemented methods to better communicate value proposition of specialized services
• Identified and corrected inefficient organizational structuring concerning employee responsibilities, as well as
data collection and maintenance operations, reducing annual expenditures by $23,000
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Computer Skills: Web Development, Photoshop, InDesign, SPSS, SQL, PHP MyAdmin, Google Analytics, etc.
Honors: Athens Rotary Club, Awesome Grant Recipient, UGA Alumni Association “40 Under 40” 2013 Honoree
Technology Manager/Webmaster & Board Member of nonprofit, National Mobile Market
MICHAELA SALY
2312 Elliston Place, Nashville, TN 37203
615-692-2133 │ [email protected]
EDUCATION
Nashville, TN
 SageBrush Foundation Scholarship Award Recipient (50% of tuition)
 GPA: 3.8 (4.0 Managerial Finance and Financial Accounting)
 Max Adler Investment Fund, Finance Club, Real Estate Club, CFA Institute Research Challenge
UNIVERSITY OF ECONOMICS, PRAGUE
Master Degree, June 2009
Major: International Trade; Minor: Corporate Valuation
Prague, Czech Republic
UNIVERSITY OF ECONOMICS, PRAGUE
Bachelor Degree, June 2007
Major: International Trade
 Organized and prepared the Prague Conference on Political Economy
 Worked 20 hours a week during undergraduate studies
EXPERIENCE
2011 - 2013
J&T REAL ESTATE CZ
Chief Financial Officer
J&T Real Estate CZ is a real estate development and investment group operating in the Czech Republic, Slovakia
and Russia. J&T Real Estate CZ is a spin-off from the J&T Finance Group, one of the largest private equity firms
in the Central and Eastern European region.
 Managed operations of 30+ portfolio companies with asset value of $250 million including the finance, tax,
legal and accounting aspects in the Czech Republic, Cyprus and Liechtenstein.
 Led two deals on the sell-side with a combined transaction value of $60 million, which included leading a
cross-functional team of 15 members, valuation, deal structuring, pricing and client communication.
 Renegotiated five project loans with lenders resulting in the value enhancement of projects and effective
reallocation of capital to the new projects.
 Developed relationships with third-party financial institutions to introduce them to portfolio business plans
and negotiated financing and equity requirements.
 Implemented new processes for managing investments and forecasting cash flows and managed the firm’s
implementation of real estate development valuation software.
2008 - 2011
Analyst, Finance
 Modeled 17 financial statement and forecasting analyses on a discounted cash flow basis.
 Drafted 11 business plans for portfolio companies and developed three investment memorandums for
institutional investors or potential lenders.
 Prepared and presented quarterly cash flow and project status reports of 17 projects to senior management.
 Generated and presented monthly, quarterly and annual budgets.
 Executed budget assessments and evaluated actual financial status with budgets.
2006 - 2008
ADDITIONAL
KING STURGE
Project Management Assistant
 Researched the real estate market in Central and Eastern Europe and prepared 12 comparable transaction
valuations for clients. The client base included a leading Irish developer Ballymore Properties.
 Liaison between clients and investors on disposal of project assets under the strategic marketing plan.
 Collaborated on the weekly market reports distributed to the company’s clients.
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Permanent US Resident
CFA Level II Candidate
Board Member of J&T Investicni Spolecnost, a collective investment fund management firm
Interests: CrossFit, Basketball (captain of junior team), Skiing
Languages: Slovak, Czech, German
Patrick Ryan Shepherd
3203 Long Blvd #9 Nashville, TN 37203
312-860-5520
[email protected]
EDUCATION
Specialization: Brand Management; Concentrations: Marketing and Strategy
Ingram scholarship recipient (Awarded to 16 out of 167 students)
Vanderbilt Marketing Association Director of Community Relations
Honor Council Representative
UNIVERSITY OF NOTRE DAME
Major: History; Minor: Medieval Studies
Inter-hall lacrosse team captain
EXPERIENCE
2012- 2013
2010 - 2011
2008 - 2010
ADDITIONAL
Nashville, TN
Notre Dame, IN
GROUPON INC.
Chicago, IL
Account Executive
Sales Representative
Leveraged customer demand and purchase data to target, sign, and schedule high value accounts driving
148% year over year revenue growth
Exceeded revenue targets by 21% annually by managing sales territories which produced over $1M in gross
bookings annually
Developed and implemented sales tools used to more than double the average price point of low cost deals
Created individualized marketing campaigns for more than 200 local businesses which were signed and
closed through cold calling and networking
Increased market’s attainment to revenue goal from 60% to 128% within three months
Trained and mentored new hires in deal structure and sales techniques
Acted as the primary point of contact through the entire sales and post-sales process for each of the 200+
merchants featured on the site
CF INDUSTRIES HOLDINGS
Deerfield, IL
Sales Support Representative
Provided logistical and administrative support to the Diesel Exhaust Fluid, Agricultural, and Industrial
markets for the world’s second largest nitrogen fertilizer producer
Managed all post-sale activities for a client base which generated approximately $40M of revenue annually
Coordinated transportation and logistics for 200,000 tons of product annually
Developed and managed fulfillment strategies for major accounts including Ford, Daimler, Volvo, and
Caterpillar
Facilitated all interaction between sales, accounting, transportation, and production sites
Developed new business processes for Terra Environmental Technologies, a subsidiary of CF
Advised clients and partners on handling and transportation of diesel exhaust fluid to maximize product
quality
AT&T INC.
Chicago, IL
Business Account Manager
Account Executive
Managed sales territories producing contracts of $3.63M (120% attainment to goal) of revenue in 2010
Achieved 91.4% attainment to quota for new subscribers from 2009-2010
Acted as a national leader in sales of converged wireline and wireless products
Proposed, and signed contracts valued at $4.7M with multiple consumer GPS tracking providers to supply
comprehensive mobile solutions to drive their products
Designed, deployed, and supported a custom work force management solution for a medical devices firm
driving increased efficiency for the client and doubling revenue for AT&T
Built an internal machine-to-machine communication solution including creation of custom APN by working
closely with a regional business customer
Volunteer middle school tutor and lacrosse coach
Amateur home brewer and craft beer aficionado
Urban cycling enthusiast
MARY E. SHUMAKE
2120 Fairfax Ave #10
Nashville, TN 37212
214-232-8202 [email protected]
EDUCATION
GPA: 3.6/4.0
Clubs: Finance Club; Energy Club; Culinary Club; Golf Club; Asset Management Club
National Energy Case Competition Participant, Austin, TX (Oct. 2013)
Nashville, TN
Nashville, TN
Bachelor of Engineering, May 2009
Major: Chemical Engineering; Minors: Chemistry, Mathematics
 Vice President – Finance of Delta Delta Delta Sorority: Created and managed an annual budget of over
$300,000; oversaw the budgets of 32 chapter officers and ensured all 170 members were in good standing
 Vanderbilt Cheerleading: cheered at the NCAA Sweet Sixteen Tournament; Studied abroad in Florence, Italy
EXPERIENCE
2013- 2013
2011- 2013
DELOITTE CONSULTING (FEDERAL PRACTICE)
Washington, DC
Senior Consultant
 Modeled cost-benefit analysis for a Federal agency to migrate from a mainframe to cloud solution; wrote a
business case on the solution, and presented findings to the client, resulting in $5MM cost-savings
Consultant
 Created and managed project plans and schedules, client status reports, task coordination, and PMO-related
activities for a $20MM project
 Trained executive-level clients quarterly on application and developed online trainings for end-users
 Managed requirements, design, development, testing, and implementation of application enhancements
 Conceived and authored various new project proposals in 5-10 person teams; coordinated proposal
development including document management, logistics, graphic development, and competitive analyses
 Ranked in top 10% of Consultant level across the country in 2012 and 2013, based on year-end review
2010 - 2011
Business Technology Analyst
 Managed Agile implementation of an application that connected returning military personnel with service
providers to help reintegrate them into civilian life; presented at conferences on behalf of client
 Facilitated productive communication between technical software engineers and high-level pro-bono clients
2012 - 2013
Recruiting Lead (University of Delaware)
 Led the recruiting efforts for new-hires out of the University of Delaware; exceeded recruiting goal by 10%
for Fall 2012; as a result of recruiting season success, increased recruiting goal by 50% for next season
 Managed team of 15 Deloitte practitioners; organized on-campus events; and assisted firm leadership in
identifying candidates for Business Technology Analyst position
2008 - 2008
ADDITIONAL
OCCIDENTAL PETROLEUM
Houston, TX
Reservoir and Production Engineering Intern
 Collected and analyzed injection profile data of over 300 wells to develop a dynamic model of a regional
reservoir in the Permian Basin that cannot accurately be geologically or seismically modeled
 Recommended new drilling opportunities by determining the regional trend and the pattern of oil-rich rock
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VOLUNTEER
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Training the Street certified; Corporate Valuation & Financial Modeling workshops (Sept. 2013)
American Institute of Chemical Engineers (2013-2014 Secretary; Member 2008 – Present): Organize and
attend local chapter meetings; participate in 30 hours of annual continuing education
Computer Skills: HTML, Microsoft Project, SQL Developer, Excel, PowerPoint, Adobe Flex, Adobe
Captivate, Adobe RoboHelp, Oracle Test Manager, Tableau
Interests: Flying Trapeze (2009–Present), Traveling, Sailing, Puzzles, Dallas Mavericks Basketball
Top Secret Security Clearance (active until March 2018)
Awarded Exceptional Teamwork Award by fellow Deloitte technology practitioners (2013)
IMPACT Day – Site Lead: Organized improvement tasks for annual volunteer day at National Zoo for 300+
Deloitte practitioners (2010–2013)
ABLE Youth Nashville Volunteer Coach: Coached cheerleading for handicapped girls ages 6-10 years old
with biweekly practices, basketball tournaments, and special appearances (2007–2009)
Monroe Caroll Jr’s Children’s Hospital at Vanderbilt Volunteer: Volunteered in the playroom bi-weekly;
organized crafts for patients and families (2006–2009)
SEAN C. TRAIL
2921 Parthenon Ave, Nashville, TN 37203 | 757-343-7092 | [email protected]
EDUCATION
Nashville, TN
Concentration(s): Strategy and Finance
 OGSM Professional Scholarship, John Ingram Scholars (Full Academic Scholarship)
 Consulting Club (Board Member), 100% Owen (VP of Service), Project Pyramid (VP of Marketing)
 Completed Training the Street Courses in Corporate Valuation and Financial Modeling
 Lead for Cambodian Social Enterprise Project – Developing US/Online Presence for Cambodian Scarves
 GMAT: 750 | GPA: 4.0
UNIVERSITY OF VIRIGINIA
MCINTIRE SCHOOL OF COMMERCE
Bachelor of Science in Commerce, May 2008
Major: Finance, Marketing
 Graduated with Distinction (top 10% of McIntire Class)
 Cumulative GPA 3.7; Commerce GPA 3.8
Charlottesville, VA
EXPERIENCE
2010 - 2013
LOCKHEED MARTIN CORPORATION, IS&GS
Gaithersburg, MD
Financial Analyst, Central Rates Organization
 Proposed and implemented strategic organizational rate change, consolidating rate structure from four rate
centers to two, to accommodate diminishing customer funding – received Special Recognition Award
 Analyzed and valued international acquisition target company, using DCF analysis, as part of an acquisition
opportunity – received Special Recognition Award
 Collaborated with UK finance team to forecast international rates, mitigate budget overrun on a portfolio of
$35M indirect expense, and prepare executive presentations
 Streamlined yearly Government Forward Pricing Rates Proposal to address the Government’s changing needs
related to diminishing budgets – received Lockheed Martin Celebration of Excellence award
2009 - 2010
Finance Leadership Development Program Associate, Civil Product Line
 Assessed financial performance, measuring against budget and funding, for two FAA programs (approx. $30M)
 Created and presented monthly reporting package to efficiently communicate appropriate budgetary and funding
concerns to program management and FAA customer
 Developed independent monthly outlooks to anticipate overruns and funding shortfalls based on communication
with individual cost account managers
 Led special project to develop rotation efficiency tool for Leadership Development Program to ensure the
appropriate application of resources – received Special Recognition Award
2008 - 2009
Finance Leadership Development Program Associate, Central Expense Organization
 Designed new monthly reporting package for business area VPs and President to ensure executive awareness of
financial status – received Spot Award
 Controlled functional expense budget (approx. $10M) and presented status to executive management monthly
 Maintained expense budgeting tool, responsible for ensuring accuracy of $1B indirect expense portfolio
2007 - 2007
ADDITIONAL
BEAR, STEARNS & CO
New York, NY
Summer Analyst, Equity Research, Food and Drug Retail Team
 Modeled company valuation and industry trends in support of industry coverage (incl. Safeway, Kroger, Whole
Foods, CVS, Walgreens, and others) and updated analysis with company earnings releases
 Trained under Bear Stearns industry research methodologies – including industry analysis and valuation of a new
company in anticipation of an IPO
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Served as networking chair for the Leadership Development Program planning activities to interaction between
executives and program employees, including baseball outings, happy hours, and holiday socials
Served as community service chair for the Leadership Development Program planning several regional
community service activities including Angel Tree project and service day activities
Organized tutoring program for a local elementary school with a team of cross functional Lockheed Martin
employees; volunteered in program for four years
Hobbies include playing golf and other pickup sports, playing guitar, and hiking
J. FERNANDO VALDES
2000 Grand Avenue, Apt. 701
Nashville, Tennessee
(615) 275 - 8949
[email protected]
EDUCATION
EXPERIENCE
2014
2012 - 2013
Specialization: Human & Organizational Performance and Operations Management
International Studies Emphasis
 Vice President of Events, Human & Organizational Performance Association
 Vice President of Operations and Academic Affairs, Latin Business Association
 Team captain, Latin Business Challenge Case Competition
 Represented Owen to on-campus recruiters as a Career Management Center Recruiter Host
Nashville, TN
SOUTHERN METHODIST UNIVERSITY
Bachelor of Arts in Advertising, May 2009
Major: Advertising; Minor: Psychology
 Graduated with Meadows School of the Arts Departmental Honors
Dallas, TX
Dell
Intern Graduate Advisor
Austin, TX
AEROSERVICIOS AVE S.A. (Full-service private aviation operator)
Guatemala City, Guatemala
Assistant Manager / Client Relations
 Led the planning, data gathering, analysis, scope and recommendation phases of AVESA’s fixed baseoperator (FBO) expansion into the commercial and agricultural aviation industry
 Monitored certification process in conjunction with government officials and developed company’s FBO
Operations Manual to ensure compliance with local aerospace regulations
 Identified, developed and managed relationships with clients to contribute over $50,000 in revenue
 Appointed to Board of Directors to assist in strategic planning during the transition to new management
2011 – 2012
CANAL ANTIGUA S.A. (Guatemalan cable television channel)
Guatemala City, Guatemala
Video Editor-in-chief
 Optimized resources and managed performance to increase daily newscasts from four to seven without
incurring in additional expenses
 Hired, trained and supervised 9 video editors; experienced in employee development and retention, mediation
and employee relations
 Created and implemented editor training program to support the successful onboarding of new personnel
 Streamlined the newscast format and content to emphasize international news which improved ratings and
created a competitive advantage
 Revised current information flow processes and implemented changes that increased efficiency and quality
control during newscast production
 Developed, produced and supervised the video production of six daily news shows totaling over 6 hours of on
air content
2009 – 2010
ATOMIC DESIGN & CONSULTING (Advertising agency with a focus on social media)
Dallas, TX
Marketing Researcher / Web Developer
 Conducted marketing research and analyzed results to provide clients with recommendations on marketing
efforts that would increase their online presence and market share based on studies of competitive analysis,
target markets demographics and the client's short and long term objectives
ADDITIONAL
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Fluent spoken and written Spanish
Advised PAVALCO and Hacienda Santa Isabel as a member of Board of Directors on two multimillion
dollar real estate development projects in Guatemala
CrossFit and longboarding enthusiast, Marathon Personal Trainer (Cooper Institute Certified Personal Trainer
2009 – 2011)
CLAYTON J. WILLIAMS
300 11th Avenue North #228
Nashville, TN 37203
509-220-2785
[email protected]
EDUCATION
Nashville, TN
Concentrations: Human and Organizational Performance, Operations, Strategy
 Member of the Human Organizational Performance Association, Owen Consulting Club, Vanderbilt
Marketing Association, and the Owen Culinary Club.
 Event Planning Coordinator, GE & Deloitte National MBA Human Capital Case Competition
WASHINGTON STATE UNIVERSITY
Pullman, WA; Brig, Switzerland
Bachelor of Business Administration, June 2009
Major: International Business
 cum laude; GPA 3.6
 Studied International Business and Hospitality in Switzerland at University Cesar Ritz
 Phi Theta Kappa Honors Society Member
 Public Relations Manager, WSU International Business Club, 2008
EXPERIENCE
2011 - 2013
HARVEST FOODS NORTHWEST (Supermarket Group)
Bonners Ferry, ID
General Manager
 Restructured management and store-level operations to cut costs and eliminate inefficiencies, decreasing the
store’s labor percentage while improving hours and benefit packages for remaining employees.
 Introduced one-on-one career-pathing and developed cross-functional training programs to reduce attrition
and increase job satisfaction, leading to a company-best 4% voluntary turnover rate.
 Assessed the location’s targeting of key demographics and implemented an improved store layout, including
product placement, mix, presentation, and pricing, increasing the average customer transaction by over 13%.
 Created and implemented incentive-based onboarding programs to strengthen employee skill-sets and morale,
leading to markedly improved customer and employee feedback.
 Developed an integrated local marketing campaign by collaborating with area businesses, hosting and
attending customer-focused events, and increasing the store’s charitable outreach by 50%.
 Initiated and implemented the location’s first wholesale and “private label” programs for area restaurants,
effectively expanding the store’s customer base and increasing deli/bakery sales by over 30%.
 Secured government food contracts, generating and retaining an additional source of non-traditional revenue.
2012 - 2013
Corporate Advisory Board Member
 Developed programs and policies by collaborating with the company’s executive team to modernize and
realign stores with the company’s overarching HR strategy.
 Analyzed the efficacy of HR policies and training programs by conducting companywide focus groups with
store-level management across 41 stores in an effort to improve employee training, morale, and customer
service ability.
2009 - 2011
ADDITIONAL
NORTHWEST HOSE AND FITTINGS (Division of Kaman Industrial Technologies)
Spokane, WA
Corporate Purchasing Manager
 Integrated statistical purchasing methods throughout the company to better meet item demand, resulting in an
increased product turnover rate and a reduction of excess inventory by 80%.
 Improved POS operating system by continually removing inefficiencies and retraining sales staff on its
proper use, leading to fewer inventory errors and rushed orders, decreasing overnight shipping costs by 25%.
 Created and delivered monthly presentations on sales trends and new product offerings to the company’s
president, vice president, sales manager, and sales staff, increasing cross-functional communication and
product knowledge.

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Started working for my family’s construction business at age 12, ran production crews by age 18
Avid rock climber, water-skier, snowboarder, world traveler, and culinary enthusiast
Retired bartender/server with over five years of customer service experience
JOHN ARMISTEAD WILSON
3036 Brightwood Avenue
Nashville, TN 37212
213-769-6673
[email protected]
EDUCATION
Nashville, TN
Concentrations: Marketing, Finance
 Completed Google Analytics training and content marketing campaign plan as part of elective short course.
 Fostered relationships with local entertainment industry executives for lunch-and-learn speaker series.
 Presented social media campaign for luxury athletic apparel company, winning brand marketing competition.
 Manage finances for the school’s largest club, the Cork and Barrel Society.
OCCIDENTAL COLLEGE
Los Angeles, CA
Major: Diplomacy and World Affairs
 Conducted international market analysis for US communications industry as intern with Commerce
Department agency, the National Telecommunications and Information Administration.
EXPERIENCE
2014
2013
2010-2013
2010
2009 - 2013
2008-2009
ADDITIONAL
ASSOCIATION FOR CORPORATE GROWTH (Executive networking group)
San Jose, CA
Customer Relationship Management Intern
 Integrating database with customer relationship management (CRM) system, doubling marketing efficiency.
 Cultivated relationship with CRM service provider, gaining free access to subscription-based software.
DIGITAL REASONING (Natural language processing software start-up)
Franklin, TN
Product Strategy Intern
 Created positioning strategy and social media plan for predictive analytics software, earning first customer.
 Analyzed trends in natural language processing and data science, developing target customer profiles.
SCOREBIG.COM (Online marketplace for live event tickets)
Los Angeles, CA
Fulfillment and Customer Support Specialist
 Directed fulfillment department over growth period of 600%, winning “Chuck Norris” award for leadership.
 Negotiated partnerships with 15+ providers that generated nearly one third of annual revenue.
 Identified key strategic partnerships that complemented current product mix by examining ticket sales data.
 Led engineers and operations specialists in creating application that cut delivery time by nearly a week.
 Coordinated team of software developers to automate point-of-sale system, slashing processing time 30%.
Map Quality Assurance Specialist
 Implemented new productivity software to share information across divisions, earning promotion.
 Collaborated with four designers on seating chart design process that led conversion to grow 50%.
 Earned promotion to management role quickly after joining as part-time entry-level data specialist.
JERICHO ROAD PROJECT (Skills-based volunteering non-profit)
Pasadena, CA
Marketing Chair / Founding Board Member
 Designed new brochure, brand statement, and built social platforms that improved conversion by 10%.
 Recruited stakeholders, including board finance chair and coach to lead annual retreat, saving over $2,500.
TRADE PROMOTION OFFICE OF PERU (Ministry of Foreign Affairs of Peru)
Los Angeles, CA
Analyst
 Drafted dozens of market profiles facilitating 52 percent growth of exports from Peru to US since 2010.
 Represented Peru at municipal, state and corporate events, developing negotiation and leadership skills.
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Developed website and digital brand redesign for $1M compensation consulting firm, generating $20K; 2010.
Composed e-mail newsletters for Daniel Pearl Foundation to promote 100-country concert series; 2008.
Organized publicity materials for $75M overseas film premiere of Forbidden Kingdom; 2007.
Former New Englander and West Coast transplant exploring his roots in the south.
Tweet @armisteadjohn about start-ups, technology, and music.

Custom Resume Packet - Owen

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