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EDUCATION
UCLA ANDERSON SCHOOL OF MANAGEMENT June 2009
M.B.A., Finance & Entrepreneurship, 3.6/4.0, GMAT 750 (99th percentile) Los Angeles, CA
• Honors: Recipient of UCLA Anderson Fellowship and NSHMBA Scholarship (one of five in the country)
• Projects: Applied Management Research Strategic Planning with American Red Cross of Los Angeles
• Activities: Investment Finance Association, Technology Director; Riordan Fellows Mentor; Entrepreneur
Association; Undergraduate Accounting TA; International Food Festival Director
EXPERIENCE
IBM CORPORATION July 2001 – September 2007
Sales Engineer/Analyst Glendale, CA
• Created corporate alliances and go-to-market strategies with CEOs and VPs of Sales at partner companies
• Executed a business development program that led to a 50% increase in sales certifications
MBA INTERNSHIPS
RBC CAPITAL MARKETS June 2008 – September 2008
Associate San Francisco, CA
• Researched comparable technology companies and modeled precedent transactions for technology pitch books
• Developed financial models for M&A and Follow-on Offering transactions valued at $30M to $160M
• Assisted senior bankers to produce pitch books for meetings with software, semiconductor, Internet clients
• Implemented Excel model to identify software company synergies, resulting in additional M&A targets
• Created sales lead presentations used in the identification of public companies and VC/PE firms
• Served as point person with executive clients on a variety of active financial advisory engagements
• Developed and executed marketing campaign seeking clients in Medical Billing and Metal Polishing industries
• Created term sheets, business plans, and NDAs for active distressed investment deal
• Worked with Managing Director to provide consistent and rapid turn-around of materials for clients and
investors
ADDITIONAL
• Author of two patents in detailed routing, 2006, 2007
• Toastmasters, Division & Area Governor 2004-06; Society of Hispanic Professional Engineers, VP 2006-08
• Fluent in Spanish; enjoy traveling, playing soccer, wine tasting