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www.VirginiaTechSEED.com Virginia Tech SEED 2017-2018 Resume Book Student-Managed Endowment For Educational Development

Virginia Tech SEED 08virginiatechseed.com/.../10/SEED-Resume-Book-2017-2018-Final-1.pdf · Apartment 408 Ridgway, CO 81432 Blacksburg, VA 24060 EDUCATION Virginia Polytechnic Institute

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w w w . V i r g i n i a T e c h S E E D . c o m

VirginiaTechSEED2017-2018ResumeBook

Student-ManagedEndowmentForEducationalDevelopment

08Fall

Co-CEO’s(AlphabeticallyListed)

08Fall

LizaBrown [email protected]

(571)-606-1659

PermanentAddress: SchoolAddress:7815SouthValleyDrive 301EastRoanokeStreet

FairfaxStation,VA22039 Blacksburg,VA24060

Licenses&Certifications• FINRASeries7&63

• BloombergMarketConcepts

Education VirginiaPolytechnicInstituteandStateUniversity(VirginiaTech),Blacksburg,VA ExpectedGraduation:May2018 B.S.inBusiness,Finance

• GPA:3.65/4.00

• Dean’sListeverysemester

Student-ManagedEndowmentforEducationalDevelopment(SEED) Co-ChiefExecutiveOfficer January2017-Present

• Manage6AreaManagers,30analystsandoverseestudent-runequityportfolioofover$5+million• Responsibleforportfoliostrategy,sectorallocations,riskmanagement,variousorganizationalandmanagementdecisions,andanalysttraining

programEnergySectorAnalyst November2015-December2016

• Assistedinmanaging$5+milliondollarstudent-runportfoliowiththegoalofbeatingtheS&P500index

• Performedindustryandcompanyresearchrelatedtoexistingpositionsandnewopportunities

• Madebuyandsellrecommendationsbaseduponequityresearchandvaluationanalysis

Experience CitigroupGlobalMarketsInc.,NewYork,NY June-August2017 SummerAnalyst

• Acceptedoffertoreturnfull-timeinJuly2018

• Completed10-weeksummeranalystprogramwithrotationsinmunicipalssalesandtrading,globalsecuritizedmarkets(gsm)sales,andretail

corporatetrading

AshcraftFinancialSolutions,Alexandria,VA May2016-Present InvestmentAdvisorIntern

• Trainedinportfolioconstructionbasedonclients’risktolerance,investmenttimehorizon,andliquidityandincomeneeds• TraveledtothePershingInsiteconferenceinOrlando,FLtogainindustryexperts’globalmarketoutlooksforthecoming6-12months

MorganStanley,NewYork,NY July2016 2016ResearchWomen’sSummerCompetitorEvent CreditSuisse,NewYork,NY July2016 GlobalMarketsSummerNetworkingEvent MorganStanley,NewYork,NY February2016 SalesandTradingEnrichmentProgram

• TraveledtoMorganStanley’sheadquarterstoparticipateinaone-dayworkshoptogainexposuretoinstitutionalequitysalesandtradingand

fixedincomesalesandtradingandtheopportunitiesineachdivision Vanguard,Charlotte,NC October2015 ExploreProgram Nordstrom,TysonsCorner,VA May2015-August2015 SalesRepresentative

• Worked40hourweeksinacompetitivecommission-basedenvironmentwhilegainingcustomerserviceexperience

• Soldaboveexpectedsalesperhourof$185bysellingatanaverageof$239perhour

• Movedover$95,000ofmerchandiseinunder4months

• Top-sellerindepartmentandconsistentlyreceivedpositivecustomerreviewsandfeedback

LeadershipandActivities KappaDeltaSorority,EpsilonPiChapter FormalsChairwoman December2016-Present

• Createandplanaformaleventfor500+peoplewhilemanagingan$18,000budget

FundraisingChairwoman December2015-December2016• Create,planandexecutefundraisingopportunitiesinordertoraisecapitaltobedonatedtoexternalphilanthropiesoutsideofthechapter

budget

• Participateinsocial,professional,andphilanthropiceventsincludingdirectinvolvementwithPreventChildAbuseAmericaandChildren’s

HospitalofRichmond

TheFinanceClub August2015-PresentMember

• Networkwithfellowclassmatesinterestedinfinance

Michael P. Mullen [email protected] (301)-520-8621 EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA

- Pamplin College of Business, BS in Business Finance Expected Graduation: May 2018 - Overall GPA: 3.62/4.00 - University Honors Program, Focus of Study: Chartered Financial Analyst (CFA) Level 1 Prep

The London School of Economics and Political Science (LSE), London, U.K. Summer 2015 - Studied Analysis and Management of Financial Risk - Successfully completed all coursework and performed within top quartile of all students

The Student Managed-Endowment for Education Development (SEED) December 2016 - Present Co-Chief Executive Officer

- Co-manage the nation’s largest student-run (discretionary), long-only equity portfolio with AUM over $5MM.

The Student Managed-Endowment for Education Development (SEED) Equity Research Analyst – Technology November 2015 –December 2016

- Assist in managing an over $5 million, student-run, 100% long-only equity portfolio - Worked to achieve an investment objective of outperforming the S&P500 index. - Made investment recommendations based upon thorough research and valuation analysis. - Successfully pitched and covered long positions in Salesforce.com, Micron, and Oracle.

PROFESSIONAL EXPERIENCE Morgan Stanley Sales and Trading, New York, NY Summer 2017 Summer Analyst

- Accepted a desk-specific offer from the firm’s Alpha Team and will be returning full-time in July of 2018

- Completed four rotations with the following desks; Delta One Sales-Trading, the Alpha Team, Corporate Access, and Client and Business Analytics

Morgan Stanley Private Wealth Management, Washington, D.C Summer 2016, Winter 2016-17 Summer and Winter Analyst

- Assisted in working to achieve CPI+5% returns on managed-discretionary balanced portfolios - Performed equity and fixed income analytics to limit annual portfolio volatility to less than 10% - Worked directly with the Managing Director and analyst team to achieve portfolio objectives

and simultaneously balance “return-oriented” and “risk management” disciplines. Morgan Stanley Wealth Management, Frederick, MD May 2015 – July 2015, Winter 2015-16 Summer and Winter Intern

- Learned the financial planning process through client supportive assignments and interactions - Provided marketing and sales support to branches and their teams

Wells Fargo & Company, Blacksburg, VA February 2015 – May 2015 Intern

- Worked alongside new and existing clients to create models for analyzing spending habits. - Assisted new and potential clients in financial literacy and in becoming financially proactive.

INVOLVEMENT Featured Financial Columnist, The Collegiate Times October 2015 – May 2017

- Successfully started and managed the weekly “Bull of Blacksburg” column within Virginia Tech’s main news publication, The Collegiate Times

- Columns focused on personal financial planning, investment strategies, and financial news

ChiefInvestmentOfficer

08Fall

Dominic A. D’Alexander

Current Address: [email protected] Permanent Address: 504 Harrell Apt. A (703) 909-0756 203 Patrick St. SW Blacksburg, VA 24060 Vienna, VA 22180

EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA Expected Graduation; May 2018 Pamplin College of Business; B.S. in Finance Minor in Sociology

• Overall GPA: 3.71/4.00 • Deans List (all semesters)

Student-Managed Endowment For Educational Development (SEED) April 2015 – Present Chief Investment Officer (CIO)

• Manage a $5.5 million dollar student run equity portfolio with the goal of outperforming the S&P 500 index • Perform industry and company research related to existing positions and new opportunities • Evaluate portfolio as a whole and make investment suggestions to Area Managers as needed • Assist in training new members with the investment and pitching process • Review pitches and models before they are presented to the group

WORK EXPERIENCE Goldman Sachs, New York, NY June 2017 - August 2017 Securities Summer Analyst

• Rotated on three desks within the securities division and supported them with daily tasks such as organizing client lists in excel and compiling news articles

• Prepared and internally distributed market updates with topics as broad as macro trends and as narrow as individual company reports

• Focused on learning foreign exchange markets and how various derivative products trade within them • Participated in several professional networking events

Merrill Lynch, McLean, VA May 2016 - August 2016 Global Wealth and Investment Management (GWIM) Advisory Intern

• Supported two financial advisory teams with day-to-day tasks such as preparing reports, reviewing client documents, and running analysis on portfolio allocation and performance

• Participated in formal and informal weekly meetings with financial advisors to discuss service models, personal finance, and current market news

• Assisted client associates with client communication via phone, email and mail Celerity, McLean, VA May 2015 - August 2015 Digital Delivery Internal Operations Intern

• Worked on document library and automated reporting database projects • Designed and completed a full update of the resource management tool, involving a dynamic schedule of over 150

employees • Organized office events including planning, coordination, and execution of an outing with 35 employees

Ovations Restaurant, Vienna, VA May 2014 - August 2014 Busser/Food Runner

• Managed buffet, transported food from kitchen to tables and dealt with service complaints and guests’ needs • Bussed tables

DePaul’s Urban Farm, Vienna, VA November 2013 - December 2013 Sales Associate/Manual Laborer

• Christmas tree salesman, helped customers select and load trees • Performed manual labor such as cutting and transporting trees

ACTIVITIES Sigma Chi Fraternity, Eta Lambda Chapter September 2014 – Present Athletics Chair

• Manage the fraternities intramural athletic schedule • Attend weekly chapter meetings to discuss chapter issues and events • Participate in athletic, philanthropic, social and professional events

Linkous Lads Mentoring Program September 2015 – May 2017 • Meet with local elementary school children and encourage “lads” in schoolwork and developmental growth areas

Greeks Giving Back Intramural soccer, basketball, flag football, and tennis

LeadAnalysts(AlphabeticallyListed)

08Fall

Jonathan L. De Pena Current Address: (703) 314-8091 Permanent Address: 890 Plantation Rd [email protected] 199 Valley View Rd Apartment 408 Ridgway, CO 81432 Blacksburg, VA 24060 EDUCATION

Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA B.S., Finance and Accounting Expected graduation: May 2018 Cumulative GPA: 3.94/4.00

• Class Rank: 2nd out of 284 (major) and 8th out of 1230 (Pamplin College of Business) • Dean’s List (All Semesters)

Student-Managed Endowment for Educational Development (SEED), Blacksburg, VA March 2016 – Present Lead Analyst: Consumer Sector

• Assists in the management of a $5 million student-run equity portfolio

WORK EXPERIENCE

Credit Suisse, New York, NY May 2016 – August 2016 Investment Banking Summer Analyst

• Supported the Power, Utilities, and Renewables team as one of 9 summer analysts • Assisted analysts and associates in building generation, DCF, IRR, and LBO models for clients • Researched and identified potential acquisition targets for buy-side clients • Helped construct pitch books and deliverables for clients on both buy-side and sell-side deals

UBS Financial Services, Vienna, VA May 2016 – August 2016 Intern

• Supported a group of wealth managers in UBS’s CTH Group • Contacted prospective clients to introduce or follow up with them about the group’s services • Created UBS-certified financial market research items to be given to clients

KPMG, Los Angeles, CA July 2016 Extern

• Represented Virginia Tech as one of 120 students chosen nationally for the conference

Cherry Bekaert, National Harbor, MD July 2016 Extern

• Participated in a 3-day leadership conference held by Cherry Bekaert

Virginia Tech Housing and Residence Life, Blacksburg, VA May 2015 – May 2016 Resident Advisor

• In charge of 48 first year college students in a university residence hall • Mentored first-year college students and helped them adjust to college life

Virginia Tech, Blacksburg, VA August 2015 – April 2016 Student Textbook Reviewer

• Read, reviewed, and edited a textbook now used in an introductory business course at Virginia Tech

Red Lobster Restaurants LLC, Sterling, VA January 2013 – August 2016 Server

• Gained three years of experience with customer service and salesmanship

ACTIVITIES AND HONORS Beta Gamma Sigma Business Honors Society, Blacksburg, VA March 2016 – Present Car Club of Virginia Tech, Blacksburg, VA Fall 2015 – Present BMW Car Club Of America, Washington D.C. June 2013 – August 2016 Boy Scouts of America Troop 2970, Ashburn, VA Fall 2006 – Fall 2014

• Earned Eagle Scout on January 30th, 2014

Education Virginia Polytechnic Institute and State University, Blacksburg, VA Expected Graduation: May 2019

• B.S. in Business: Finance and Business Information Technology • Cumulative GPA: 3.90/4.00 • University Honors College, Dean’s List (all semesters)

Student-Managed Endowment for Educational Development (SEED) Lead Analyst, Technology Sector May 2017 - Present • Oversaw and trained a team of three equity analysts performing research on individual stocks • Assist in managing one of the country’s largest student-run equity portfolios of over $5 million • Responsible for all buy and sell recommendations within the sector

Analyst, Technology Sector April 2016 - May 2017 • Performed industry and company research related to existing positions and new opportunities

Work and Professional Experience Grant Thornton LLP, Alexandria, VA Summer 2017

Financial Management Intern • Performed internal control testing for CMS to mitigate the risk of noncompliance • Identified and analyzed multi-million dollar business development opportunities to provide recommendation to

leadership on capture potential BP Sophomore Experience, Chicago, IL June 2017

• Exposed to a myriad of concepts in energy trading and participated in multiple trading simulations • Utilized quantitative methods to optimize fuel transportation in a case study

Ashton Stewart & Co., Inc., Reston, VA Summer 2016 Investment Banking Analyst Intern • Supported senior deal team on private company M&A and financing transactions • Prepared corporate financial, valuation and various analytical models • Researched and developed public company and M&A transaction comparable data for valuations • Created and implemented a CRM system for customer relationships and deal management

Main Street Car Wash and Lube, LLC, Chantilly, VA Summer 2011 - Present Executive Vice President, Sales • Successfully upsold customers and achieved highest average dollars per sale of all cashiers (over $30,000/week) • Managed all operations in the absence of the business owner

Memberships and Activities Pamplin Multicultural Diversity Council October 2016 - Present

Logistics Chair • Coordinated agenda, venue, and food for 150 person diversity conference with corporate sponsors

Presidential Innovation Scholar (iScholars) May 2016 - Present Director of Finance • Personally assisted in extending the corporate outreach of the organization from four sponsors to 80 • Developed a proficiency in business professionalism and improved knowledge on best practices in work settings

Honors Residential College, Member 2017 Senior PGA Championship, Volunteer Junior Standard Bearer Beta Gamma Sigma Business Honor Society, Member

Other Skills and Awards

• Pamplin Freshman Merit Scholarship, Pamplin Outstanding Junior Scholarship, NBS Strong Start Award • Thorough knowledge of Microsoft Office, Adobe Photoshop, QuickBooks, Pipedrive and DRB Software System • Fluent in Hindi and Spanish

Permanent Address: 5201 Rosalie Ridge Drive Centreville, VA 20120

Rehan Ghani [email protected] (240) 600-4983

College Address: 1604 Patrick Henry Drive

Apartment # 207 Blacksburg, VA 24060

Winston Giles Current Address: [email protected] Permanent Address: 708-6 Appalachian Dr (276) 728-6904 382 Raintree Rd Blacksburg, VA 24060 Hillsville, VA 24343 EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech) Graduation: May 2018 Major: BS in Business, Finance Option: General Finance GPA: Overall: 3.50/4.00, In-Major: 3.78/4.00 Financing 25% of education with employment income and scholarships Dean’s List Will complete four-year Bachelor’s degree in three years Student Managed Endowment for Educational Development (SEED) Lead Analyst – Industrials Sector April 2017 - Present

x Assist in managing a $5+ million student-run portfolio with goal of outperforming the S&P 500 index x Oversee and train a team of three equity analysts performing research on individual stocks x Responsible for all buy and sell recommendations within the sector

Analyst – Industrials Sector April 2016 – April 2017 x Perform industry and company research related to existing equity positions and new opportunities x Make buy and sell recommendations based on industry research and valuation analysis

WORK EXPERIENCE Carilion Clinic, Roanoke, VA Summer 2017 Financial Services Intern

x Worked directly under CFO on projects involving potential investment decisions and optimizing financial performance x Analyzed and compared financial performance data of Carilion and competitors to present to upper management team x Performed independent research on potential institutional partners for syndication of venture fund x Assisted portfolio manager on allocation and analysis of operational and pension fund assets of $1.9B+

Client Boost Digital, Hillsville, VA November 2016 – Present Founder

x Develop online marketing strategies for small businesses in southwest Virginia x Execute email marketing campaigns and produce social media content x Optimize website and SEO performance

Olde Mill Golf Resort, Laurel Fork, VA Summers 2014, 2015, 2016 Customer Service and Business Support

x Developed reports to more efficiently manage the pro shop and restaurant’s inventory x Worked in the pro shop answering phone calls, booking reservations, and scheduling various events. x Assisted resort guests and golfers by responding to requests and complaints x Organized company events and tournaments

Olde Mill Golf Resort, Laurel Fork, VA Summer 2013 Maintenance Crew

x Cut grass, maintained sand traps, and performed other landscaping duties x Performed repairs on the resort’s golf course, buildings and landscaping x Resolved equipment issues

ACTIVITIES AND HONORS Investment Portfolio Management

x Invest personal and family funds in individual equities based on personal research and valuations Finance Club Intramural Basketball, Flag Football and Golf Host Training Sessions for Middle School and High School Athletes

x Train over 15 kids from 6th-11th grade by conducting individual and group sessions Volunteer with Local Non-Profits Carroll County High School, Basketball and Football

x All-conference basketball player, Team Captain two years both sports, multiple tournament Player of the Year awards x Received three varsity letters in both sports

Carroll County High School Athlete of the Year 2014-2015 Carroll County High School Scholar Athlete of the Year 2014-2015 OTHER Graduated from Carroll County High School 4th in class with 4.39 GPA Skills: DCF Modeling, Bloomberg, Excel, Intermediate Python Programming Interests: Sports, Investing, Real Estate, Sales, Digital Marketing, Golf (7 handicap)

BRIAN KANG CURRENT ADDRESS [email protected] | 703-999-1692 PERMANENT ADDRESS 321 Kent Road 15724 Ensleigh Lane Blacksburg, VA 24060 Bowie, MD 20716

EDUCATION Virginia Tech, Blacksburg, VA BS in Finance Expected Graduation Dec 2017 Overall GPA: 3.72/4.00 Student-managed Endowment for Educational Development (SEED) Lead Analyst – Financials Sector May 2017 – Present

x Assist managing $5 million student-run portfolio with goal of beating the S&P 500 index x Oversee and train a team of four equity analyst performing research on individual stocks x Responsible for all buy and sell recommendations within the sector

Analyst – Financials Sector Mar 2016 – May 2017 x Performed industry and company research and made buy and sell recommendations

RELEVANT EXPERIENCE Capital One, McLean, VA

Finance Intern Jun 2017 – Aug 2017 x Automated data consolidation process of monthly issuance debt data for Balance Sheet Funding Model x Completed team’s DMAP FR-Y14A mapping as part of an internal effort to meet regulations x Collaborated with two other teams to refine internal data pulls

InvestEd., Baltimore, MD Financial Advisory Intern May 2016 – Aug 2016 x Established and maintained a network of five representatives from local Baltimore colleges x Created deliverables focusing on asset allocation, behavioral finance, and macroeconomic trends x Developed and pitched three strategies to executives to expand market base among Generations X & Y

EXPERIENCE Beauty Capitol, Greenbelt, MD

Sales Associate Sep 2012 – Aug 2015 x Oversaw a volume of over $1,500 in daily transactions involving 600+ varieties of beauty products

Clyde’s of Georgetown, Washington, DC Prep Cook Jul 2010 – Sep 2012 x Prepared over 50 varieties of food with a team of 20 co-workers serving a 200 seating capacity

ACTIVITIES & LEADERSHIP Pamplin’s Undergraduate Mentoring Program (PUMP) May 2016 – Aug 2017

Mentor x Advised five Virginia Tech transfer mentees through weekly meetings, socials and tutoring sessions

Finance Club Feb 2016 – Aug 2017 Secretary x Coordinated events with executive board and oversaw a membership database of over 220 members

Beta Alpha Psi, Gamma Lambda Chapter Sep 2015 – May 2017 Member

OTHER x Korean (Basic Proficiency) x Excel & Visual Basic Programming x Beta Alpha Psi Superior Scholarship x Bloomberg Terminal (Bloomberg Essentials and Market Concepts Certified) x Weightlifting

Stephen Andrew LaRow Email: [email protected]

Mobile: (703) 624-4103

EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA Double-Major: B.S. in Finance and Accounting Expected Graduation: May 2019

• Overall GPA: 4.00/4.00 • Class Rank: First out of 5,086 students in the class of 2019 • Awarded $10,000 in merit scholarships from Pamplin College of Business, BB&T, and Sigma Chi Fraternity

Student-Managed Endowment for Educational Development (SEED), Blacksburg, VA Lead Analyst: Energy Sector May 2017 - Present

• Assist in the management of SEED, the nation’s largest fully student-run equity portfolio, with $5 million in assets under management; selected to help oversee the entire SEED portfolio over the Summer of 2017

• Develop and execute portfolio strategies regarding investments the energy sector; manage a team of analysts to monitor existing positions, update valuation models, and identify potential opportunities

• Altered current DCF models for the energy sector with a more accurate method of forecasting line items; applied changes to existing models, and created new industry-specific templates for future application

Analyst: Energy Sector April 2016 - May 2017 • Selected among 5% of all applicants to join SEED; provided monthly updates on current holdings to the Lead

Analyst, screened for undervalued opportunities, and created pitchbooks for investment approval • Independently developed pitchbooks and valuation models for two long-positions in upstream oil & gas

companies; pitches involved 50 hours of work on research, valuation, and creation of the pitchbook University of Georgia Stock Pitch Challenge, Athens, GA Team Member January 2017

• Pitched the Home Depot as an undervalued opportunity, and ultimately placed fourth out of 40 teams • Spent over 50 hours on due diligence and development of the pitchbook; determined that the Home Depot had

an 18% upside with DCF valuation due to superior supply chain operations in a duopolistic market

WORK EXPERIENCE The McLean Group, McLean, VA Investment Banking Summer Analyst May 2017 - July 2017

• Operate in the middle-market M&A advisory division, supporting both buy-side and sell-side services across three main industries: aerospace/defense/government services; consumer; and healthcare

• Assist in the development of client-facing material: pitchbooks, precedent transactions analyses, universes of potential acquirers/targets, investment teasers, CIMs, and management presentations

• Completed a week-long training program covering the McLean Group’s target industries, financial modeling, case studies of past deals, and the use of financial databases including CapitalIQ and DACIS

Wells Fargo & Co, Charlotte, NC Externship and Practicum December 2016

• Selected to attend a rotational program at Wells Fargo covering three different divisions: investment banking, sales and trading, and wealth management

ACTIVITIES, HONORS, AND AWARDS Sigma Chi Fraternity, Blacksburg, VA Co-Treasurer May 2016 - April 2017

• Helped manage and plan a financial budget of $150,000 for a fraternity with more than 100 members Intramurals at Virginia Tech, Blacksburg, VA August 2015 - Present

• Participate in intramural sports including football, softball, and water polo; 2016 Intramural Soccer Champions James Madison High School Varsity Soccer, Vienna, VA February 2015 - June 2015

• First Team All-State; First Team All-Region; First Team All-District; Second Team All-Metropolitan D.C. United Academy Soccer, Washington D.C. August 2010 - June 2014

• Pre-Academy Region Champions and received trial for U.S. Youth Men’s Soccer National Team

Current Address: 500 Houston St., Apt. 13 Blacksburg, VA 24060

Permanent Address: 10235 Brittenford Dr.

Vienna, VA 22182

Local Address: Madeline Warholic Permanent Address: 424 C Harding Ave [email protected] 1216 Leafy Hollow Cl Blacksburg, VA 24060 (301) 580-1139 Mount Airy, MD 21771 EDUCATION

Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA • B.S. in Finance - Investment Management & CFA Track Expected Graduation: December 2017 • Overall GPA: 3.44/4.00 • Funding 100% of College Education through Employment, Scholarships and Loans

Student Managed Endowment Fund for Educational Development (SEED) April 2016-Present Lead Analyst-Healthcare Sector • Assist in managing a $5.5 million student-run portfolio with goal of outperforming S&P 500 Index • Lead a group of 5 analysts to develop sector strategy and analyze potential investments • Formulate buy and sell recommendations based upon research and valuation analyses

WORK EXPERIENCE Dimensional Fund Advisors, Charlotte, NC May 2017-August 2017 Intern, Asset Class Specialists

• Assisted in providing competitive analysis and strategies for sales teams • Completed a fee analysis project evaluating passive managers across all asset classes • Created models and automated reports in Morningstar Direct and eVestment

Grant Thornton, Hollywood, FL July 2016 Externship, Summer Leadership Program

• Presented a Case Study with a team of other students on Grant Thornton’s services and advanced to the final round • Networked with partners, associates, and the Chief People and Culture Officer

Vanguard, Charlotte, NC October 2015 Externship, EXPLORE Day

• Learned about financial service career paths • Networked with Vanguard professionals

Mount Airy Inn, Mount Airy, MD July 2013-January 2017 Waitress

• Assisted upper management with training and the audit of receipts and invoices • Strengthened customer service skills and increased personal sales by more than 57%

Math Tutor, Mount Airy, MD September 2013-May 2014 Tutor

• Managed independent tutoring business focused on aiding students throughout the local community • Specialized in Algebra, Geometry, Pre-Calculus, Statistics and Probability, and Calculus • Grew customer base by 29% in two months

Food Lion, Mount Airy, MD May 2011-March 2013 Cashier

• Worked checkout register and completed required company training ACTIVITIES & HONORS

Delta Sigma Pi, Professional Fraternity Spring 2015 President

• Formulate and execute semester long goals and strategic visions • Motivate and direct chapter of over 70 brothers • Act as the facilitator between the executive board and the chapter

Vice President of Finance • Documented all incoming chapter revenue and outgoing chapter expenses • Balanced our budget and saved our chapter over $1,200 in expenses • Helped prepare an annual tax return for the Chapter that was filed with the IRS

Member of Community Service Committee • Help plan community service events for the fraternity including Relay for Life and the Children’s Museum

Finance for Females Club Fall 2014-Spring 2017 Vice President of Education

• Educated colleagues on the stock market, bond market, and other investing techniques as well as current events Dean’s Student Advisory Council Spring 2017-Present Intramural Volleyball and Flag Football Fall 2014-Present Virginia Tech Scholar Scholarship Fall 2014-2016 Relay for Life, Team Captain Spring 2015 Bloomberg Certified

Analysts(AlphabeticallyListed)

08Fall

Jordan Aulen Current Address: [email protected] Permanent Address: 900 Orchard Street (302) 256-2467 44 Worthington Park Road Blacksburg, VA 24060 linkedin.com/in/jordanaulen Newark, DE 19711

EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA Expected Graduation May 2018 BS in Business: Finance Major (CFA track), Professional Sales Minor Overall GPA: 3.43/4.00

Student-Managed Endowment for Educational Development (SEED) Spring 2016 - Present Healthcare Sector

• Assist in managing a $5 million student run equity portfolio with the goal of outperforming the S&P 500 • Perform industry and company research related to existing positions and new opportunities • Make buy and sell recommendations based upon research and valuation analyses

Study Abroad in Italy and England Winter 2016 • Two week program to explore and understand the primary drivers of the Italian economy, including luxury

products, food and wine, and art and culture • Gained in-depth understanding of company operations by meeting with numerous companies in London, Rome,

Florence, Bologna, and Milan (e.g. Pagani Automobili and GA Operations)

RELEVANT EXPERIENCE Baker Tilly Virchow Krause, Tysons, VA June 2017 – July 2017 Government Contractor Advisory Services Intern

• Performed various QCs for price-side frequency analyses • Provided in depth analysis of client cost side disclosure statements and aided in cost point system implementation • Completed an experiential learning project, outlining the benefits of Tableau to the company and our clients • Received and accepted full-time employment offer beginning in August 2018

Mercantile Processing, Inc., Millville, DE May 2016 – August 2017 Sales & Marketing Assistant

• Handled client customer service calls, audited client applications and profiles, and cold called potential clients and partners

• Led effort to lower in-house shipping expenses resulting in over $4,000 savings • Developed and managed the social media and marketing strategy for the company

DiFebo’s Restaurant, Bethany Beach, DE May 2016 - August 2016 Hostess and Carry-Out Worker

• Took orders and relayed to kitchen and bar staff • Gained hands-on experience in assigning work tasks to floor staff, ensuring timely and organized service for patrons

ACTIVITIES AND HONORS Delta Gamma Sorority Spring 2015 - Present Vice President of Communications Fall 2015 - Fall 2016

• Facilitate various public relations events and manage social media accounts and websites • Liaise with management, candidates and external providers as well as prepare and distribute meeting minutes

Director of New Members Fall 2016 - Present • Mentor new members of the sorority to ensure an easy transition into the chapter • Facilitate weekly meetings to teach new members about our chapter and plan other new member events

Pi Sigma Epsilon Business Fraternity Fall 2015 - Present Financial Assistant Fall 2016 - Spring 2017

• Plan and manage the chapter budget, collect chapter dues, and supervise the chapter credit card • Cut costs in any way possible to ensure good financial standing with the university and nationals

Chair of Professional Development Spring 2017 - Present • Conduct mock interviews and provide constructive feedback for incoming member class • Engage members in personal branding awareness activities (bring in speakers, raise awareness, provide mentorship)

Tyler Bierly Current Address [email protected] Permanent Address

403A Berryfield Ln (703)-785-0783 24124 Shady Knoll Cir.

Blacksburg, VA 24060 Aldie, VA 20105

Education Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA Expected: May 2018

B.S. in Business, Finance

• Dean’s List every semester, College Rank: 10/1230, Honors, ODK

• GPA: 3.98/4.00

• Recipient of Pamplin’s Outstanding Rising Senior Scholarship

Student-Managed Endowment for Educational Development (SEED) November 2015-Present Consumer Goods Analyst

• Assist in managing $5+ million-dollar student-run portfolio with goal of beating S&P 500 Index

• Make buy and sell recommendations based upon industry research and DCF valuation

University Honors: Presidential Global Scholars Program January 2017-May 2016 Presidential Global Scholar

• Studied Italian, Rhetoric, Ancient History, Theatre, and Urban Development with 5 University

Distinguished Professors

• Researched attrition in higher education across European countries and United States and published a

research paper on retention as a global issue

Experience

KPMG, McLean, VA Credit Risk Intern June 2017-Present

• Collaborated with team to build a competitive pitch for a project worth over $100 million in savings • Ran loan level testing for banks and created Excel structures to test accurate reporting • Assisted with regulatory and audit process of KPMG clients, helped assess value of ABS

Clear Channel, Laurel, MD

Account Executive Intern May 2016-July 2016

• Prospected and developed new customer relationships, retained accounts list

• Collaborated with Senior Account Executive to generate new sales and negotiate services

• Determined project pricing and delivered proof of performance to clients

Home Depot Sales Associate, South Riding, VA: Summer 2015

• Coordinated plans for organization of store to assess product inventory and inform customers of

availability of items for over 10,000 different assets

Leadership and Activities Resident Adviser August 2015-January 2017

• Implemented university policies to maintain atmosphere of respect and safety

• Developed means of communication to foster academic & social growth among residents

• Facilitated multi-weekly community events to embrace Virginia Tech’s Five Aspirations

Residential Leadership Community August 2014-December 2016

• Assessed leadership practices and styles in local schools around Blacksburg

• Consulted with university leaders to widen perspective on subject of leadership

Technical/Lingual Skills

• Advanced Excel, Proficient in Microsoft Office and Access

• Proficient in Bloomberg Terminal

• Business proficient in Spanish, Basic Italian

Reza P. Birowo Current Address: [email protected] Permanent Address: 1202 Snyder Lane #1400H (540) 739-0281 Istana Dieng Raya 2 no. 7 Blacksburg, VA 24060 Malang 65146, East Java - Indonesia EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech) B.S., Industrial and Systems Engineering Expected Graduation: May 2019 Minor in Green Engineering Overall GPA: 3.88/4.00 Dean’s List (every semester) In Major GPA: 4.00/4.00 Student-managed Endowment for Educational Development (SEED) Analyst in Training March 2017 – Present

• Assists in managing a $5 million student-run portfolio with the goal of outperforming the S&P 500 Index • Training to be completed December 2017

WORK EXPERIENCE MATH 1225 and 1226 August 2015 – May 2016 Teaching Assistant

• Graded weekly homework • Manual data entry

High School Mathematics August 2016 – May 2017 Private Tutor

• Taught high school students once a week PT Ecolab International Indonesia July 2017 Supply Chain Analyst

• Worked at Champion Technologies under PT Ecolab International Indonesia • Exposed to various supply chain sectors including logistics and warehouse management, quality control,

and production; also slightly to financial and planning analysis strategies • Analyzed the process of unloading the raw material and its solvent of Pour Point Depressant

ACTIVITIES AND HONORS

Peniwen Village, East Java, Indonesia September 2014 Volunteer

• Stayed with local host family for four days and helped the locals with their everyday duties Cambridge A Level May 2015 – June 2015 Examination

• A* in Mathematics • A in Chemistry • A in Biology • B in Physics

Indonesian Student Association (PERMIAS) August 2015 - present Member

• A nationwide organization that focuses on linking fellow Indonesians in the US • Actively promotes Indonesian culture by involving in various events, notably: the Big Event (social

occasion), and International Street Fair • Assists in planning activities for the following year

Game Software Project December 2016 – January 2017 UH 3004 Winter Class

• Involved in a two-week group project: creating a game from scratch utilizing the technology in the Cube • Edited and engineered sound effects

AlexanderBoelcskevy

CurrentAddress: [email protected] PermanentAddress:604HarrellSt (703)-350-3362 11917MossPointLane

Blacksburg,VA24060 Reston,VA20194

EDUCATION.VirginiaPolytechnicInstituteandStateUniversity(VirginiaTech),Blacksburg,VA ExpectedGraduation:May2019B.S.,Industrial&SystemsEngineering Minor:Economics

• OverallGPA:3.57/4.00

• In-MajorGPA:3.95/4.00

Student-ManagedEndowmentforEducationalDevelopment(SEED) August2017-PresentAnalystinTraining

• Assistinmanaginga$5.0millionstudentrunportfoliowiththegoalofbeatingtheS&P500by100basispoints

• TrainingwillbecompletebyDecember2017

WORKEXPERIENCE____________________________________________________________________________________________RobertBosch,LLC,Charleston,SC January2017-May2017IndustrialEngineeringCo-op

• DevelopIndustry4.0hardwareandsoftwarethatcontributestoproductefficiency

• Designandimplementrequiredsystemstoacquiredatainproductionandlogisticalprocesses

• WorkaspartoftheTEF6teamandperformotheressentialandrelatedperipheralduties

AppleInc.,Reston,VA October2013-August2014RetailSpecialist

• Dealtwithcustomerserviceissuesandconcerns

• Providedunparalleledcustomerservicethroughoutthebuyingprocess

RestonAssociation,Reston,VA May2013-August2015PoolManager

• Managed10employeestaffanddaytodayactivitiesatOlympicsizedpool

• Maintainedproperpoolchemistryanddealtwithcustomerserviceissues

• Preventedandrespondedtoemergencyissues

EXTRACURRICULARS___________________________________________________________________________________________PiKappaPhiFraternity February2015-PresentRiskManager

• Manageandhandletheinternalandexternalsafetyofoveronehundredfraternitybrothers• WorkcloselywiththeexecutiveboardandVTPDtoschedulepoliceride-alongs

JudicialBoardMember• Responsiblefordeterminingsanctionsformemberswhoviolatefraternalbylaws

• Responsibleformanagingriskatallsocialevents

ExecutiveMember• Attendbi-weeklymeetingswithaneightpersonexecutivecounciltoplaneventsandresolveconflicts

JourneyofHope June2016-August2016• Embarkedona4,300-milecyclingtripfromSeattle,WAtoWashington,D.C.

• Missionwastoraisemoneyandawarenessforpeoplewithalldisabilities

• Raisedover$6,000individuallyandover$600,000asateam

BusinessManagementVirtualEnterprise September2011-June2012ChiefFinancialOfficer–RocketWheels

• CreatedavirtualbusinessthatwoneighttotalawardsattheVirginiaWesleyanTradeShow

• FirstinthestateinMarketingandWebsiteDesign,secondoverallinstatewidecompetition

• CompetedintheInternationalBusinessPlanCompetition&TradeShowinNewYorkCity,NY

RisingSophomoreAbroadProgram(RSAP) January2015-May2015• SelectedtogoonstudyabroadtripthroughItaly,Switzerland,GermanyandFrance• TouredEngineeringcompaniesandlearnedaboutcultureinforeigncountries

HONORS/VOLUNTEERING/SKILLS/INTERESTS.Honors:EagleScout,Dean’sList,AppleScholar,AthleticHonorRoll,AlphaPiMuIEHonorSociety

Volunteering:MissiontripinChristiansburg,BoyScouts,SpecialOlympics,FriendsofRestonRegionalLibrary

Skills:MatLab,SixSigmaGreenBeltCertification,C++,Inventor,Microstation,MicrosoftWord,PowerPointandExcel

Interests:triathlons,investing,currentevents,music,buildingcomputers,RedCrossClub

Local 304 Franklin Drive Blacksburg, VA 24060

Connor J. Bolen (540) 907-9499

[email protected]

Permanent

5 Devonshire Lane Stafford, VA 22554

Education Virginia Polytechnic Institute and State University (Virginia Tech) Pamplin College of Business Expected Graduation: December 2018 B.S. in Finance Current GPA: 3.42 out of 4.00 Student-managed Endowment for Educational Development (SEED) Industrial Sector Analyst March 2016 - Present

� Assist in managing a $5 million student-run portfolio with goal of outperforming the S&P 500 Index � Make buy and sell recommendations based upon research and valuation analyses

Summer Portfolio Management Team May 2017 - August 2017 � Managed the portfolio over the summer with 3 other analysts in order to remain in compliance

Work ExperienceLive Oak Bank Loan Production Financial Intern May 2017 - August 2017

� Aided in the process of origination for small business loans � Provided in-depth analysis to the General Manager on projected revenue growth and debt service coverage ratios

for over 200 veterinary practices � Gained insight on the technicalities of deals such as start-ups, acquisitions, and expansions of private companies

Academy Bus L.L.C. Event Transportation Coordinator July 2014 - August 2016

� Acted as the primary on-site liaison between the event planners, tour bus operators, and clients for events consisting of up to 40 to 50 buses

� Managed the bus operators’ schedules and city routes � Coordinated with police, city officials, and other event planners � Interacted with various client groups from Special Olympic athletes to foreign and domestic diplomats

Community Pool Services, Inc. Head Lifeguard June 2013 - September 2013

� Responsible for maintaining and cleaning the pool daily � Checked and handled chemical levels while closely overseeing safety of patrons

Personal Lacrosse Trainer Self-Employed March 2012 - August 2015

� Taught 10-15 young players an advanced level of lacrosse while also instilling a necessary work ethic to succeedLeadership Experience and Activities Training The Street Trainee April 2017

� Financial and leveraged buyout analysis and modeling in Excel Tau Kappa Epsilon Fraternity, Xi Omega Chapter President January 2016 - December 2016

� Established and executed a long term vision for the chapter � Conducted weekly meetings of 100+ brothers and officers � Maintained cooperative relationship between chapter and Board of Alumni Advisors � Compiled chapter data and reports for submission to national headquarters � Assisted in breaking national records by raising over $62,000 for St. Jude Children’s Research Hospital � Won Top TKE Chapter of 2015-16 school year � Co-founded a leadership council between graduate and active chapter leaders

External Philanthropy Chair August 2015 - December 2015 � Raised approximately $2,000 for St. Jude Children’s Hospital � Raised over $1,000 for Domestic Violence Awareness

Intramural Flag Football, Indoor Soccer, and Men’s Lacrosse League August 2015 - May 2016 North Stafford High School Lacrosse Captain September 2013 - June 2014

Stephen F. Brager Current Address: [email protected] Permanent Address: 1604 Patrick Henry Drive #306 (571).294.6444 46450 Saffron Court Blacksburg, VA 24060 Sterling, VA 20165 EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA Pamplin College of Business Expected Graduation: May 2019

• B.S. in Business: Finance and Accounting Dual Major • Cumulative GPA: 3.91/4.00 (Dean’s List every semester) • Honors College

SEED (Student-managed Endowment for Educational Development) April 2017-Present Analyst In-Training • Assist in managing a $5 million student-run portfolio with goal of outperforming the S&P 500 Index • Training to be completed in December 2017 EXPERIENCE State Bank of Southern Utah, St. George, UT May 2017-July 2017 Credit Risk Intern

• Review and evaluate loan application packages • Score applicants against bank’s criteria • Provided written documentation to management about findings • Assisted in gathering information about potential clients • Discussed opportunities for process improvement

Virginia Tech Student Success Center, Blacksburg, VA July 2016-Present Tutor

• Tutor for following subjects: Principles of Accounting (I & II); Quantitative Methods (I & II); and Calculus with Matrices II

• CRLA Level 1 Certification • CRLA Level 2 Certification pending • Active in interviewing and recruitment process

General Growth Properties (GGP), Chicago, IL May 2016- August 2016 Investor and Public Relations Intern

• Performed data analysis on retail quality • Assisted in preparations for Q2 2016 Earnings Call • Analyzed mutual funds to determine REIT exposure • Created pitch decks used for sell-side analyst property tours • Analyzed earnings call transcripts and market data using Bloomberg Terminal • Monitored media outlets for public relations analysis

ACTIVITES AND HONORS Financial Planning Association, Virginia Tech Chapter January 2017-Present Member

• Network with students, faculty, and professionals in the financial planning industry Beta Gamma Sigma April 2017-Present National Society of Collegiate Scholars (NSCS) September 2016-Present Member

• Collegiate honors society geared towards scholastic achievement by undergraduate freshmen and sophomores Pamplin College of Business Freshman Merit Scholarship July 2015

• Awarded for high-achieving incoming freshman entering the Pamplin College of Business National Presidential Volunteer Service Award May 2013

• National award recognizing community members for their commitment to volunteering

Grant S. Briers

Current Address East AJ RM 4220 700 Washington Street SW Blacksburg, VA 24060

[email protected] (304)-654-1815

Permanent Address 599 Tallwood Road

Huntington, WV 25705

EDUCATION Virginia Polytechnic Institute & State University (Virginia Tech), Blacksburg, VA Pamplin College of Business, BS in Business Finance Expected Graduation: May 2019 Minor: German

Overall GPA: 3.79/4.00, Dean’s List (Every Semester) In Major GPA: 4.00/4.00 University Honors Program VT Stamps Scholar (Full Academic Merit Scholarship)

Student-managed Endowment for Educational Development (SEED) Analyst in Training March 2017-Present

• Assist in managing a $5 million student-run portfolio with the goal of outperforming the S&P 500 Index • Training to be completed by December 2017

Study Abroad at the Goethe Institute in Dresden and Mannheim, Germany Summer 2017 • 8 weeks of intensive German language coursework • Traveled independently throughout Germany to practice language skills and explore the country’s

culture WORK EXPERIENCE Timberlake Landowners Association Lifeguard

Summers 2013-2016

• Ensured the safety of all patrons by maintaining continuous surveillance of the area • Monitored chemical levels of pool in accordance with health department standards • Proactively identified potential risks and took preventative measures

ACTIVITIES & HONORS German Club, Member April 2016-Present

• Virginia Tech’s oldest non-Greek letter fraternity. Organization seeks to bring its motto of “Leadership for Service through Fellowship” to fruition in the community

• Active participation in a variety of philanthropic activities, including, Renew the New, Big Event, and the Midwinters Dance

Class of 2019 Leadership Team, Banquet Chair September 2016-Present • Competitively selected by the 2019 class officers to assist in carrying on Virginia Tech traditions and

represent the class of 2019 • Responsible for coordinating all logistics involved with the 2019 Ring Premiere reception, Leadership

Team Banquet, and reception on Ring Dance weekend Pamplin College of Business, International Ambassador March 2017-Present

• Work with the college to expand, enhance, and market its international experience opportunities for students

George H. & Lavinia A. Blick Scholarship Whirlpool Sons & Daughters Scholarship Eagle Scout

STEVEN "GUS" CAPACE

Permanent Address: 20333 Charter Oak Dr, Ashburn VA, 20147 University Address: 3205 Oak Ln, Blacksburg VA, 24061

[email protected] / (571)-420-3602 EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA

• Pamplin School of Business, B.S. Finance (Expected Graduation: May 2019) • GPA: 3.7/4.0

Virginia Tech Student-Managed Endowment for Educational Development (SEED) Fall 2016 – Present • Analyst– Part of a student team that manages a $5.0 million-dollar endowment portfolio with the goal of

beating the S&P 500 index. • Financial Sector specialist.

WORK EXPERIENCE United Bank, Washington D.C. Summer 2017

• Summer internship program with rotations in credit analysis, commercial & consumer lending, real estate lending and wealth management.

• Analyzed loan portfolios, underwrote transactions and participated in loan committee meetings. • Evaluated high net worth client portfolios within the wealth management department, researched

securities and participated in investment committee meetings. British Petroleum IS&T Sophomore experience (BP), Chicago, IL Summer 2017

• Integrated Supply and Trading (IS&T) program; developed and practiced skills relating to IS&T within the global energy industry.

STX Consulting LLC, Property Maintenance and Management, Washington, D.C. Seasonal 2012-2015 Se • Assist in the property management of a portfolio of eight residential rental properties located in

Washington D.C. • Duties include general maintenance and repairs, billing and account management, payment of utilities,

marketing and tenant screening and managing sub-contractors. Townview Properties LLC, Summer Farm Worker, Middleburg, VA Seasonal 2011-2015

• Assisted with property management and services on an active farm. • Managed a for-profit black angus beef operation involving 120 head of cattle. • Planned and managed construction projects. • Operated and maintained farm equipment and facilities.

ACTIVITIES

Sigma Chi Fraternity, Eta Lambda Chapter, Active Member Fall 2015 – Present • 2017-2018: Elected Director of Derby Days, an annual philanthropic event to benefit the Huntsman

Cancer Institute and the Roanoke Children’s Miracle Network with the goal of raising over $50,000. • Coordinate, plan and manage numerous fundraising events. • Responsible for corporate donations and sponsorships.

Linkous Lads Fall 2015 – Present

• Volunteer as a mentor to elementary school students in the Blacksburg community.

P.E.E.R. (Positive Experience’s in Educational Relationships) 2013 – 2015 • Selected by teachers based on leadership skills and character qualities to act as student counselor and

community representative. • Provided guidance and support to students with a range of emotional challenges. Coordinated and

participated in anti-bullying assemblies to promote positive behavior. National Honor Society 2013 – 2015

Stone Bridge High School Varsity Lacrosse 2011 – 2015 • 2015 Captain; four-year varsity player; USA Today All-State selection; 2015 State Champions

Justin Cone Permanent Address: Current Address: 8319 Argent Circle [email protected] 421 E. Roanoke St Apt. G Fairfax Station, VA 22039 (703) 789-1704 Blacksburg, VA 24060 EDUCATION Virginia Tech (Pamplin College of Business) Blacksburg, VA BS in Business: Finance Major (CFA track) Expected Graduation: May 2019 In-Major GPA: 3.70/4.00 Cumulative GPA: 3.67/4.00 Student-Managed Endowment for Educational Development (SEED) Blacksburg, VA Analyst; Consumer Sector November 2016 – Present

• Assist in managing a 100% student run portfolio of over $5 million • Make buy and sell recommendations based on industry research and valuation analyses

EXPERIENCE Corporation for National and Community Service (CNCS) Washington, D.C. Program Assistant Intern July 2017 – August 2017

• Assisted in the Accounting and Financial Management Systems Department • Used data analytics and Microsoft Excel to organize large database of clients and receivables

Northwestern Mutual Fairfax, VA Financial Representative Intern March 2016 – March 2017

• Highest producing intern in all 6 Washington, D.C. area offices • Provided comprehensive insurance and financial planning advice to clients • Obtained Virginia Life, Annuities, and Health License

Panera Bread Christiansburg, VA Delivery Driver January 2017 – Present

• Work 20 hours/week during spring and fall semesters at Virginia Tech • Coordinate and deliver Panera orders throughout shift • Trained three new employees

JoyRun Blacksburg, VA On-Campus Representative December 2016 – April 2017

• Assisted in growing a startup delivery service at Virginia Tech • Used marketing and promotional techniques to raise app users by over 1,000 students

Laurel Hill Golf Club Lorton, VA Cart Staff Employee/Pro Shop Assistant July 2013 – August 2015

• Supervised and trained 7 new employees • Performed day-to-day golf course maintenance and preparation

LEADERSHIP AND ACTIVITIES Training the Street Class Blacksburg, VA Leveraged Buyout Analysis training through Excel valuation Lambda Chi Alpha Fraternity – Sigma Lambda Chapter Blacksburg, VA Rush Chairman September 2016 – February 2017

• Planned, organized, and executed the chapter’s new member recruitment process Lambda Chi Alpha Fraternity Academic Scholarship Pamplin Undergraduate Mentoring Program (PUMP) – Virginia Tech September 2015 – May 2016 Student Government Leadership – South County H.S. Lorton, VA County Representative September 2014 – June 2015

• Elected to represent over 2,100 students on the Board of Fairfax County Public Schools West Point Leadership and Ethics Conference March 2014

• Selected to attend leadership and ethics conference at George Mason University

Eric Gallo College Address: [email protected] Permanent Address: 625 Green Street (215) 450-9864 62 Florence Drive Blacksburg, VA 24060 Richboro, PA 18954

EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech) Blacksburg, VA B.S. in Business: Finance Major Expected Graduation: Fall 2017 GPA: 3.40/4.00 Dean’s List: Fall 2014, Spring 2015 and Fall 2015 Student-Athlete Honor Roll: All semesters Student-Managed Endowment for Educational Development (SEED) January 2017-Present Analyst, Industrials Sector

x Assist in managing over $5 million in a student-run portfolio with goal of outperforming the S&P 500 Index x Perform industry and company research related to existing positions and new opportunities x Make buy and sell recommendations based upon research and valuation analysis

2017 Skelton Award for Academic Excellence in Athletics May 2017

x Awarded annually to one male and one female Virginia Tech student-athlete who performs at the highest level in the classroom, on the field, in the community while demonstrating leadership qualities

x Recognized as the highest honor a Virginia Tech student-athlete can receive WORK EXPERIENCE Morgan Stanley, Wadsworth Wealth Management Group Roanoke, VA Financial Analyst Intern June 2016-August 2016, June 2017-August 2017

x Created financial plans to meet the financial goals and risk tolerance of current and prospective clients x Evaluated more than $9.6 million of retirement plans to find the best option for clients x Strengthened client relationships by reaching out to clients and enrolling them in new promotions and benefits x Contributed to Morgan Stanley Global Volunteer Month by serving meals to the homeless and needy

Virginia Tech Varsity Football Team Blacksburg, VA Student-Athlete July 2014-Present

x Balance the academic responsibilities of a student with a rigorous year-round division one athletic schedule x Participate in practice, games, strength development/conditioning, game-plan and film study meetings and frequent

travel x Develop strong leadership and teamwork skills x Strengthen time management skills and ability to succeed in high pressure environments

LEADERSHIP EXPERIENCE Virginia Tech Football Leadership Committee February 2017-Present

x Set an example for teammates through both individual and team accountability x Act as the voice of the players and liaison between the players and coaching staff x Responsible for making team decisions with other leaders on behalf of the entire team

HONORS AND AWARDS All-Atlantic Coast Conference Academic Football Team 2015, 2016

x Awarded to student-athletes performing at a high level both in the classroom and on the field Atlantic Coast Conference Academic Honor Roll 2014, 2015, 2016

x Awarded to student-athletes in the ACC with superior academic achievement Camping World Independence Bowl Scholar Athlete Award 2015

x Awarded to the top academic performer on the Virginia Tech Football team Virginia Tech Football Champions Club 2015

x Awarded to players that are dependable, committed to excellence and contribute to the program as voted on by position coach, strength coach and academic advisor

Paul Torgersen Award 2015 x Awarded to the top newcomer in Virginia Tech spring practice

College Address: 240 Janie Lane Blacksburg, VA 24060

Bryce H. Jackson [email protected] (703) 638-5368

Permanent Address:

5194 Dungannon Road Fairfax, VA 22030

EDUCATION: Virginia Tech Pamplin College of Business Blacksburg, VA BS Accounting and Information Systems & BS Finance University Honors College Overall GPA: 3.77/4.00 Expected December 2018 Financing 100% of education with employment income, scholarships and loans Student-managed Endowment for Educational Development (SEED) Consumer Sector Analyst Nov. 2016 – Present

• Assist in managing a $5 million, student-run portfolio with a goal of outperforming the S&P 500 by 100 basis points

• Make buy/sell recommendations based upon research and valuation analyses

WORK EXPERIENCE: Kearney & Company, P.C. Alexandria, VA Intern Analyst Summer 2017

• Worked onsite with Kearney & Company team on the FISMA and Privacy audits of federal agencies • Tested 54 controls of information systems through 3-5 levels of effectiveness • Prepared workpapers using TeamMate software

Board of Supervisors Chairman Sharon Bulova’s Office Fairfax, VA Summer Intern Summer 2016

• Gained office experience and learned the mechanics of local government • Duties included constituent service work, such as answering phone calls, preforming issue research, and

drafting letters and articles Country Club of Fairfax Fairfax, VA Grounds Crewman Summer 2015 – 2017

• Maintained and cut greens and tees Self-Employed Fairfax, VA Started a Junk Removal service Fall 2013 – Present

• Marketed through social media and email list-serves, gaining over 120 clients • Generated over $20,000 in revenue, including $6,000 from May to August 2016

Fairfax County Police Department Chantilly, VA Summer Intern Summer 2013

• Assisted in the training of new recruits and current officers • Daily duties included yelling at and fleeing from police officers during training simulations

United Parcel Service (UPS) Chantilly, VA Driver Helper Winter 2015 – 2016

• Delivered packages to doorsteps during busy holiday season Fairfax Football Officials Association Fairfax, VA Flag Football Referee Spring 2012 – 2017 ACTIVITIES & HONORS: Beta Theta Pi Fraternity Blacksburg, VA Treasurer Fall 2016 – Present

• Responsible for managing and creating an annual budget of more than $220k and for managing chapter bills through both an online information system and paper checks

• Maintained a 96.5% collection rate of funds through two semesters • Served on the Executive Committee, leading 115 members • Provided financial advice to all cabinet members

Dr. Leo Herbert Memorial Scholarship Present WT Woodson High School Freshman Football Coach Summer 2014 – 2016 Intramural Flag Football and Softball 2015 – Present Norfolk Southern Case Competition – First Place January 2017 OTHER: 3-year letter winner in high school for both Football and Ice Hockey Fairfax County Youth Leadership Program Graduate

BRADLEY MARK ONG Current Address: [email protected] Permanent Address: 502 Sunridge Drive (703).554.3259 19070 Boyer Fields Place Blacksburg, VA 24060 Lansdowne, VA 20176 EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA Pamplin College of Business Expected Graduation: May 2019

• B.S. in Business: Finance and Accounting Double Major • Cumulative GPA: 3.83/4.00 (Dean’s List recipient every semester)

SEED (Student-managed Endowment for Educational Development) April 2017-Present Analyst In-Training • Assist in managing a $5 million student-run equity portfolio with the goal of outperforming the S&P 500 Index • Training to be completed in December 2017 EXPERIENCE K2M Inc., Leesburg VA May 2017-August 2017 Finance and Accounting Intern

• Created a 4-year forecast to assess how a new product line impacted overall gross margin • Worked closely with the FP&A team on yearly forecasting efforts and month-end financial reports • Developed a receivables risk profile highlighting several key factors in assessing collection risk • Streamlined the process of consolidating financial statements • Performed contract analysis to ensure compliance with revenue recognition standards • Prepared accounts receivable, accounts payable, and bank statement reconciliations

Best Buy, Leesburg VA December 2013-May 2017 Customer Service Specialist

• Ranked #1 Customer Service Specialist in district for July 2014 • Selected to train and mentor new employees • Developed training manual for new cashiers

I9 Sports, Leesburg, VA June 2014- July 2016 Flag Football Coach/Counselor

• Mentored and coached children 6-12 years old • Worked alongside other coaches to develop instructional program

ACTIVITES Pi Lambda Phi Fraternity, Omicron Zeta Chapter September 2016-Present Judicial Board Member

• Determine sanctions on members who breach fraternity bylaws and pose risk to the fraternity Pledge Class Treasurer

• Managed $13,000 of fraternity dues and developed a budget for pledge class project Finance Club April 2017-Present

• Network with peers, faculty, and alumni involved in finance Intramural Flag Football, Golf, Basketball, and Tennis Pamplin Undergraduate Mentoring Program (PUMP) September 2016-May 2017 Peer Mentor

• Met with mentees on weekly basis to provide advice, build a strong core network, and assist with classwork • Attended workshops held by various companies and proctored study hours

Save the Tails Animal Rescue, Leesburg VA February 2013-June 2015 Ambassador – Volunteer • Promoted adoption efforts as dog handler at a PETCO store

OTHER Skills: IBM Cognos, Microsoft Office: Excel, Word, and PowerPoint Interests: Sports, Guitar, Hiking, Reading

Education Virginia Polytechnic Institute and State University Expected Graduation May 2019 B.S. Accounting and Finance Cumulative GPA: 3.2/4.0 | In-Major GPA: 3.4/4.0 Student-Managed Endowment for Educational Development (SEED) November 2016-Present Technology Sector Analyst

• Assist in managing over $5.0 million student-run portfolio with goal of outperforming S&P 500 Index • Make buy and sell recommendations utilizing financial modeling and company valuation analyses

Work Experience Four Seasons Hotels and Resorts, Washington, D.C. May 2017-August 2017 Intern, Finance

• Rotational program in Income Audit, Credit, Purchasing, Payroll, A/R, and A/P • Assisted with implementing foreign currency exchange system

Carahsoft Technology Corporation, Reston, VA May 2016-January 2017 Intern, Accounting

• Worked under the Accounts Payable/Accounts Receivable teams • Billed vendors using Sage 300 AccPac, sent/processed customer invoices

Baker Tilly Virchow Krause LLC, Tysons Corner, VA March 2016 Extern, Consulting and Advisory

• On-Site externship program exploring opportunities with the firm Reston National Golf Course, Reston, VA May 2015-May 2016 Nike Golf Learning Center Assistant Instructor

• Assisted with day-to-day operations during camp McLean Youth Athletics, McLean, VA November 2012-Present Basketball Referee

• McLean Youth Basketball Referee during winter season Westwood Country Club, Vienna, VA April 2013-August 2013 Club Room Attendant

• Assisted with bag room maintenance and organization

Activities & Honors Recruiting Chair, G.E.R.M.A.N Club of Virginia Tech February 2016- Present

• Active member of Virginia Tech’s oldest non-Greek fraternity responsible for recruiting new members

Ring Dance Chair, Virginia Tech Class of 2019 Leadership Team September 2016-Present • Responsible for planning Ring Dance, an 82-year long tradition at Virginia Tech • Member of Ring Design Committee, designing the unique ring for Class of 2019

Student Hokie Club, Leadership Council Member September 2015-Present • Assist with fundraising for athletic scholarships, capital improvements, and programmatic needs

FLEX, Student Government Association 2015-2016 • Leadership program focused on growing ambitious, driven, and aspiring student leaders

Deloitte Consulting Case Competition Participant March 2017 Hubspot Inbound Marketing Certification May 2016 McLean Youth Basketball Coach of the Year 2014-2015 Guest Speaker, Food Allergy Research & Education National Conference 2014

Interests Avid Golfer with ~13 handicap, Basketball, Shotokan Karate, Intramural Sports, Food Allergy Advocacy

Current Address: 697 Toms Creek Road Blacksburg, VA 24060

Arjan M. Peters [email protected] 703-401-5871

Permanent Address: 1312 Towlston Road

Vienna, Virginia 22182

Caroline Rector Current Address: [email protected] Permanent Address: 300 Edge Way, Apartment 501 (571) 384-9919 11505 Aden Rd Blacksburg, VA, 24060 Nokesville, VA, 20181 EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech) Blacksburg, VA B.S. in Business: Finance Major Expected Graduation: May 2019 B.S. in Urban Studies and Architecture: Real Estate Major Overall GPA: 3.95/4.00 University Honors College Fall 2015-Present Student-Managed Endowment for Educational Development (SEED) Blacksburg, VA Energy Sector Analyst November 2016-Present

• Assist in managing $5 million student run portfolio with goal of beating the S&P 500 by 100 basis points • Perform industry and company research related to existing positions and new opportunities • Make buy and sell recommendations based upon research and valuation analysis

Recruitment Team Member April 2017-Present • Presented to students during 10 different class sessions and interest meetings • Reviewed applications and interviewed 20 out of 150 possible candidates

PROFESSIONAL EXPERIENCE 55 Capital Partners San Francisco, CA Summer Intern (Return Offer Summer 2017) June 2016-July 2016

• Exported and analyzed data from Bloomberg to create financial reports based on current holdings to save Portfolio Manager 30 minutes every morning

• Manipulated data in Excel/PowerPoint to calculate and design 4 prospective fund fact sheet models • Saved CMO time by continuously gathering and extracting data for the firm’s CRM database • Reduced overall design time spent on website videos by building out financial graphics from company data

Virginia Tech Student Athlete Academic Support Services Blacksburg, VA Academic Tutor August 2016-Present

• Tutor 20 Student Athletes in Economics, Accounting, Business Information Technology, and Real Estate Weber Rector Commercial Real Estate Manassas, VA Summer Intern June 2015-August 2015

• Expedited Broker’s deal flow by organizing commercial real estate documents and contacts • Reduced all settlement’s prep time by 1 hour by pre-printing contracts and setting up marketing materials

Sudley Club, Inc. Manassas, VA Assistant Manager, Lifeguard, and Swim Instructor May 2013-August 2015

• Coached private swim lessons to children (ages 2-8) • Served as a lane coach for daily swim practices for ages 8 & under and 9-10

ACTIVITIES AND HONORS Conversation Partners January 2017-Present

• Engage International students in English speaking and American experiences Alpha Phi Sorority January 2016-Present

• Leadership Role on Recruitment Team University Honors Hokie Preview Presenter January 2016-Present

• Present my Honor’s experience to 500+ students and participate in Q&A sessions Student Hokie Club Leadership Council Blacksburg, VA Sophomore Representative for Class of 2019 August 2015-Present

• Organized Gobberfest Event and Student Appreciation Practice • Successfully helped recruit over 2,000 club members for each school year

Real Estate Club Member August 2015-Present B.A.R.N Transitional Housing Peer Mentor and Tutor August 2011-Present OTHER Technical Skills: Bloomberg Certification, Microsoft Applications (Excel, PowerPoint, Word) QDD Swim Team and High School Team: Travel Training Group and Team Captain January 2011-August 2015 AP Scholar with Honors, Top 3 in Graduating Class of 2015, 4 Academic Letters, and 36 AP credits transferred

BENJAMIN J. SHTUHL 208 Wharton St Apt D • Blacksburg, VA 24060 • [email protected] • (703) 785-6941

EDUCATION VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY (VIRGINIA TECH), Blacksburg, VA Bachelor of Science in Industrial and Systems Engineering Expected Graduation Date: Spring 2018 Cumulative GPA: 3.81/4.00 In-Major GPA: 3.91/4.00 GPA in Past Four Semesters: 3.97/4.00 STUDENT-MANAGED ENDOWMENT FOR EDUCATIONAL DEVELOPMENT (S.E.E.D.) Technology Sector Analyst November 2016 – Present

• Selected to help manage a $5.65 million student-run equity portfolio with the goal of beating the S&P 500 by 100 basis points

• Perform overall industry and company research in an effort to improve knowledge of the market as a whole • Successfully pitched stock that has since netted the school over $30,000

EXPERIENCE DELOITTE CONSULTING, Arlington, VA Strategy & Operations Summer Scholar Summer 2017

• Developed measures of success strategy for evaluating a land-border reengineering pilot initiative for Customs and Border Protection

• Designed back-end tool and user-friendly dashboard for testing hypothetical scenarios, presented to client

BOOZ ALLEN HAMILTON, Washington, D.C. Intern Summer 2016

• Worked with a brewing company to develop a growth strategy by examining product segmentation, distribution strategy, and market-entry analysis

• Synthesized recommendations from data analysis of sales, production, and customer data Intern Summer 2015

• Evaluated the Agile software development methodology practices and procedures of a 20 employee, multidisciplinary team supporting the Internal Revenue Service with Affordable Care Act implementation

• Conducted interviews, performed a gap analysis, developed recommendations, and advised management

VIRGINIA TECH, Blacksburg, VA Undergraduate Research Assistant August 2015 May 2016

• Investigated the use of acoustics to control 3D-printed nanomaterial dispersion • Fabricated acoustic transducers and conducted secondary research; listed as co-author on manuscript

JIMMY JOHNS, Blacksburg, VA In-Shop Worker January May 2015

• Prepared food and worked register at one of the highest-grossing Jimmy Johns sandwich shops in the country

RESTON ASSOCIATION, Reston, VA Lifeguard Summer 2014

• Supervised swimmers and maintained facilities at five popular area pools

• Organizations/Honors: Co-VP Finance Hillel, Treasurer Jewish Business Leaders, Pi Kappa Alpha Fraternity, Alpha Pi Mu Industrial Engineering Honor Society, Honors Scholar Diploma, E. W. Allen Memorial Scholarship, O’Brien Scholarship, Wilburn Scholarship

• Skills: Training the Street trainee, Python, MatLab, Six Sigma greenbelt, French (basic), Microsoft Office, Grassroots Organizing

• Interests: Current affairs, Literature, Intramurals, Cuba service trip, Meditation, Lacrosse, Basketball, Music

Permanent Address: 6 Scalones Landing Garnet Valley, PA 19060

Justin N. Von Ahnen [email protected] | (610)-551-3692

Current Address: 63 Oak Lane

Blacksburg, VA 24060

EDUCATION

Virginia Tech Blacksburg, VA B.S., Double Major in Finance and Economics Expected Graduation: December 2018 ▪ In-Major GPA: 3.67; GPA: 3.51 ▪ Industrial systems engineer major freshman year, switched to finance sophomore year

Student-managed Endowment for Educational Development (SEED) Blacksburg, VA

Analyst in Training March 2017 - Present ▪ Assist in managing a $5 million student-run portfolio with goal of outperforming the S&P 500 index ▪ Training to be completed in December 2017

WORK EXPERIENCE

RLS Associates Wilmington, DE Analyst Intern July 2017 – August 2017 ▪ Part-time intern at middle market investment banking firm ▪ Assisted lead investment banker in sell-side transactions for companies averaging $5 million EBITDA ▪ Uploaded financial statements to conduct financial analysis through Excel ▪ Developed quarterly macroeconomic newsletter for 55 clients and team members

Ameriprise-Orth Financial Group Wilmington, DE Financial Analyst Intern June 2016 – August 2017 ▪ Conducted analysis and assisted in the design of portfolios containing $435 million ▪ Updated and helped form financial plans for 422 clients totaling $1.44 billion in AUM ▪ Prepared executive summaries after financial planning meetings ▪ Created concise format for client agenda for the certified financial planner ▪ Participated in weekly sales training ▪ Developed and organized database for information on 422 clients

Shoprite Grocery Store Wilmington, DE

Produce Clerk June 2015 - January 2016 ▪ Kept records of inventory and reported to store manager ▪ Improved inventory and floor efficiency to help increase produce department sales to $110,000 per week ▪ Stocked and maintained produce on shelves

LEADERSHIP EXPERIENCE & ACTIVITES

Pi Lambda Phi Fraternity-Omicron Zeta Chapter Blacksburg, VA Vice-President of Communications December 2015 - December 2016 ▪ Responsible for communicating and organizing fraternal events for a group of 85 brothers ▪ Worked closely with executive board to problem solve and create $8,000 surplus and 13% increase in membership ▪ Responsible for maintaining alumni relations ▪ Organized local community service events with 85 active brothers Budget Audit Committee January 2017 - Present ▪ Preform internal monthly audits of fraternity’s $100,000 budget with two other team members ▪ Work with small team to allocate the fraternity’s funds efficiently

Intramural basketball, soccer, and flag football Big Event Relay for Life High school soccer, lacrosse and basketball ▪ Captain of varsity soccer team

Sean P. Walsh Current Address: [email protected] Permanent Address: 3205 Oak Lane (201) 452-5465 293 Boulevard Blacksburg, VA 24061 Mountain Lakes, NJ 07046 EDUCATION Virginia Polytechnic Institute and State University (Virginia Tech), Blacksburg, VA Pamplin College of Business Expected Graduation: May 2019 BS in Business: Finance and Accounting Double Major Overall GPA: 3.96/4.00, In Major GPA: 4.00/4.00

Student-managed Endowment for Educational Development (SEED) March 2017 – Present Analyst in Training

• Assists in managing a $5 million student-run portfolio with the goal of outperforming the S&P 500 Index • Training to be completed December 2017

PROFESSIONAL EXPERIENCE Withum Wealth Management, Princeton, NJ July 2017 – August 2017 Private Client Services Intern

• Summarized the portfolio construction of 30 new clients from a recently acquired firm • Wrote reports analyzing the risk and structure of various mutual funds that comprised 401k plans • Improved Excel skills by organizing information from various sources into one spreadsheet

Deloitte LLP, New York, NY May 2017 Tax Externship

• Two-day introduction to the business areas and opportunities that Deloitte offers Enterprise Holdings, Wayne, NJ June 2017 – July 2017 Accounting Intern June 2016 – August 2016

• Analyzed general ledger accounts for fluctuations over the past 3 years • Updated the car sales for 8 branches to monitor their progress toward annual targets • Provided weekly updates to the total number of outstanding rental cars from the local airport branches • Reviewed T & E reports for employees (50+) and senior managers (8) for compliance with company policy • Coded vendor invoices for processing by Accounts Payable department

Rockaway River Country Club, Denville, NJ July 2010 – August 2016 Caddie

• Achieved the highest level of ranking (AA) • Caddied for a professional golfer in the State Open the summer of 2015

Mountain Lakes Recreational Department, Mountain Lakes, NJ June 2009 – July 2013 Summer Camp Counsellor

• Supervised fifteen to twenty elementary school children in various activities

ACTIVITIES AND HONORS

Sigma Chi Fraternity, Eta Lambda Chapter May 2016 – Present Treasurer

• Manage over $190,000 of revenues and expenses for the Chapter Judicial Board

• Hold monthly meetings to ensure that chapter bylaws are upheld and necessary penalties are enforced Beta Gamma Sigma Honor Society March 2017 – Present Beta Alpha Psi April 2017 – Present Intramural Flag Football and Softball

COMMUNITY INVOLVMENT Virginia Tech September 2015 – Present

• Relay for Life • Derby Days (Sigma Chi’s philanthropy to raise money for the Huntsman Cancer Institute)

OTHER Hearing impaired since birth Captain of high school wrestling and golf teams Starting linebacker on state championship football team

Edward “Ned” Zawislak

University Address: [email protected] Permanent Address: 401F Berryfield Lane (203) 858-3160 135 Partrick Avenue Blacksburg, VA 24060 Norwalk, CT 06851

EDUCATION

Virginia Polytechnic Institute and State University (Virginia Tech) Blacksburg, VA B.S. in Business: Major in Finance Expected Graduation: May 2019 Tracks: Corporate Financial Management and Investment Management (CFA) Minor: Economics Overall GPA: 3.71/4.00, Dean’s List (All Semesters) Financing 100% of education with employment income and loans Virginia Tech Student-Managed Endowment for Educational Development (SEED) Analyst - Healthcare Sector November 2016 - Present

� Assist in managing a $5.0 million student-run portfolio with goal of outperforming the S&P 500 index � Make buy and sell recommendations based on industry and company research and valuation analyses

WORK EXPERIENCE Virginia Tech Student Athlete Academic Support Services Blacksburg, VA Academic Tutor August 2017 - Present

� Tutor Student Athletes in Economics, Accounting, and Finance courses The Lockwood Group Stamford, CT

Finance Intern May 2017 - August 2017 � Created and updated financial trackers in Excel to monitor revenues and expenses of over 320 active

jobs for company’s 29 pharmaceutical industry clients � Built a cash flow forecasting model and a database of historical performance records for the executive

team to analyze past results and adjust future expectations for jobs � Pulled expense reports from BQE and QuickBooks to Excel, and created pivot tables to monitor over

$20 million in actual expenses versus the budgeted amounts � Evaluated current data logging methods to find inefficiencies and opportunities for automation or

simplification Country Club of New Canaan New Canaan, CT

Groundskeeper May 2016 - August 2016 � Responsible for the mowing, weeding and maintenance of over 200 acres of land � Worked six to seven days a week, with days beginning as early as 5 am, and weekly work hours totaling

approximately 50 hours Gap Inc. Wilton and Norwalk, CT Sales Associate June 2015 - January 2016

� Completed over 30 merchandise transactions per day, frequently exceeding $200 � Assisted management of the Wilton and Norwalk, CT stores by ensuring all inventory items were

accounted for, logged in the company’s system, and properly organized during the stores’ closures ACTIVITIES

The Fraternity of Phi Gamma Delta (FIJI), Rho Alpha Chapter Blacksburg, VA Service Chair October 2016 - Present

� Create and manage teams that participate in community service events, such as The Big Event, Greeks Giving Back, and Relay for Life

Training the Street April 2017 � Participated in workshops focused on financial and leveraged buyout modeling and analysis in Excel

Intramural Basketball and Flag Football September 2015 - Present OTHER

3-year letter winner in high school for Ice Hockey Bloomberg Market Concepts Certified

Proficient in: Microsoft Office, QuickBooks, BQE, Financial and DCF Modeling