EDUCATION
Darden Graduate School of Business Administration Charlottesville,
VA
University of Virginia
- Candidate for Master in Business Administration, May 2002
- Finance Club, Darden Capital Management
- GMAT: 730
Samford University Birmingham, AL
- Bachelor of Science in Business Administration, Concentration
in Finance, May 1997
- GPA: 3.86, Magna Cum Laude, Honors Program, Dean’s List
(1993-1997)
- Barr Scholarship, Dean Memorial Scholarship, Wall Street
Journal Award
- Sigma Chi Fraternity - President, Varsity Tennis
EXPERIENCE
Nomura Securities, Inc. New York, NY
Summer Associate, Fixed Income Sales & Trading Summer 2001
- Completed rotation among fixed income sales & trading desks
including: corporate bonds; swaps &
derivatives; collateralized mortgage obligations; and CMBS
products.
- Presented to senior management a proposal to invest in and
trade Collateralized Debt Obligations.
Raymond James & Associates, Inc. Dallas, TX
Senior Analyst, Investment Banking 1997– 2000
Public Debt & Equity
- Executed over 20 completed public equity and debt transactions
ranging in value from $35 million to $260
million, including nine IPOs.
- Drafted registration statements and conducted due diligence
for public offering clients.
- Prepared and presented internal commitment memoranda as well
as internal sales and marketing materials.
- Developed detailed financial models to analyze various
financing alternatives such as: common and
preferred stock; high-yield debt; convertible securities; royalty
trusts and partnership structures.
- Authored specific financial advisory proposals and assisted in
presentations to senior management.
- Evaluated comparable companies and transactions to value
clients and acquisition targets.
Mergers & Acquisitions
- Presented strategic proposals to client senior managements as
a member of the M&A team.
- Executed six financial advisory transactions in the energy
sector.
- Developed detailed pro-forma merger models and authored
specific presentations used to discuss strategic
alternatives for clients.
Private Placements
- Prepared private placement memorandums and analyzed various
financing structures.
- Organized and assisted in marketing to venture capital funds
and other private equity investors.
PERSONAL
Tennis, snowboarding, golf, running |