JEREMY FORD BARTHOLOMEW

Document Sample
JEREMY FORD BARTHOLOMEW Powered By Docstoc
					                                          JEREMY FORD BARTHOLOMEW
                                  jeremy.bartholomew@mba11.mccombs.utexas.edu
                              4531 Speedway Street • Austin, TX 78751 • (512) 810 - 2899

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                                     May 2011
Master of Business Administration, Full-Time Program
• Concentration in Real Estate Finance; GPA 3.69
• McCombs MBA REIT Fund (1 of 8 graduate students)
• Vice President of Internal Affairs - Graduate Real Estate Society
• Member of CleanTech Group, Net Impact, Entrepreneur Society, and Armed Forces Alumni Association

VANDERBILT UNIVERSITY, School of Engineering - Nashville, Tennessee                                               May 2004
Bachelor of Engineering in Civil Engineering (magna cum laude); GPA 3.69

EXPERIENCE
UNITED STATES NAVY CIVIL ENGINEER CORPS                                                                         2005 - 2009
The U.S. Navy’s department of engineering, construction, acquisition, and facility management
Naval Air Station Atlanta - Marietta, Georgia
Lieutenant - Facility Management Advisor (Winter, Spring 2009)
• Created a staffing and maintenance plan to improve efficiency and save a projected $250K annually.
• Developed a facility management guide to assist incoming base owners with infrastructure decisions.

Afghan National Army Engineering and Construction East - Gardez, Afghanistan
Lieutenant Junior Grade - Engineering Program Manager (2008)
• Managed engineering, construction, and facility planning for the Afghan National Army and U.S. Embedded Training
   Teams in 4 provinces during a period of active Taliban insurgency.
• Analyzed, planned, and developed over 35 new construction and repair projects with a combined value of $12M,
   resulting in facilities for 3,500 Afghan soldiers.
• Oversaw 16 U.S. construction managers and 26 on-going projects to ensure quality, timeliness, and security.
• Cultivated working relationships with over 20 Afghan business leaders, drawing on their cultural expertise to address
   complex construction and logistical challenges.

Naval Air Station Atlanta - Marietta, Georgia
Lieutenant Junior Grade - Public Works Department Head (2007)
• Managed 26 employees and a $3.9M annual budget to provide engineering, construction, facility maintenance, and
   utility services to a 193-acre military base.
• Instituted a 21-member facility manager program, improving communication and teamwork with tenant organizations.
• Revised terms on an energy mitigation contract, saving the government over $200K.
• Collaborated with 3 teams to transfer 45,000 square feet of Navy property to the Georgia Army National Guard.
• Initiated a plan with Navy leadership to provide additional maintenance funding amidst a 33% annual budget reduction.

Naval Air Station Atlanta - Marietta, Georgia
Ensign - Public Works Assistant Department Head (2005 - 2006)
• Developed a plan to phase and monitor over $390M in construction and repair for the Hurricane Katrina Recapitalization
   Program in Gulfport, MS.
• Managed 3 quality assurance personnel and $500K in service contracts, enabling continuous base operation.
• Negotiated and implemented a revised janitorial contract, saving the government $27K annually.
• Administered the local 2005 Combined Federal Campaign, raising 130% of the monetary goal ($81K) for charity.

ADDITIONAL
•   Certified Engineer in Training (EIT); Urban Land Institute (ULI) Austin - Sustainability Committee Member
•   Military Awards: Meritorious Service Medal, Navy Commendation Medal, Navy Achievement Medal
•   Distinguished Graduate (top 10%) - U.S. Navy Officer Candidate School, U.S. Navy Civil Engineer Corps Officer School
•   Personal Financial Management Counselor - Atlanta Union Mission transitional housing program, 2007
•   Citizenship: United States
                                          SHELLEY O’GRADY BRATTAIN 
                                Shelley.OGradyBrattain@mba11.mccombs.utexas.edu 
                         101 Colorado Street, Apt. 101  •  Austin, TX 78701  •  (303) 521 ‐ 1732 

EDUCATION 
 




THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business ‐ Austin, Texas                                   May 2011 
Master of Business Administration, Full‐Time Program 
• Concentration in Finance; GPA 3.8; GMAT 720 
• Co‐President – Travel, Tourism and Hospitality Association 
• Member of Graduate Finance Association, Graduate Real Estate Society, Graduate Women in Business 
• Finalist, Annual Finance Challenge 
• Participant, ULI Student Urban Design Competition: Financial Analysis and Development Pro Forma 
 
THE UNIVERSITY OF ILLINOIS AT URBANA‐CHAMPAIGN ‐ Urbana‐Champaign, Illinois                                     May 1998
Bachelor of Science in Architectural Studies
 
EXPERIENCE 
FORESTAR GROUP, INC. – Austin, Texas                                                                          Fall 2009 
McCombs PLUS Project 
• Performed regression analyses on survey data to identify trends and measure their impact on master planned 
   community homebuyer satisfaction
• Analyzed homebuilder financial goals to make recommendations to development team on future amenity selection
                                                                                                                          
IVINS DESIGN GROUP ‐ Denver, Colorado                                                                          1998 ‐ 2009
Commercial architecture, interior design and planning firm specializing in hospitality projects 
Director of Design (2007 ‐ 2009) 
• Managed all project details: negotiated contracts up to $12M, maintained client relationships, coordinated 4 
    consultants per project, scheduled staff, organized construction documents and ensured accurate billing
• Initiated structured inclusion of the design department into the architectural process to improve drawing quality and 
    accuracy; persuaded the executive team to support this strategy, reducing costly construction errors by 15%
• Established design templates which streamlined the deliverables creation and delivery process to maximize efficiency, 
    reduce omissions and increase staff productivity
• Led 2 architectural designers and 3‐6 staff members in cross‐functional teams to create design solutions
• Conducted monthly individual and group meetings with design staff to enhance communication and feedback, provide 
    coaching and resolve issues with interfacing with other staff
• Achieved clients’ interior design objectives by coordinating selection, purchasing and procurement of furnishings
 
Senior Designer (2002 ‐ 2006) 
• Analyzed project objectives, researched code requirements, incorporated physical and budgetary constraints and 
    assessed programming needs to provide developers multiple design options for evaluating their pro formas  
• Designed solutions for commercial and hospitality projects: hotels, resorts, casinos, multi‐family and retail 
• Developed and maintained relationships with project stakeholders: developers, general contractors, consultants and 
    governmental planning and review agencies; facilitated interdisciplinary team communication 
• Cultivated communication with team members from interior design, planning, document production and 
    administrative departments within the firm; delivered comprehensive design solutions and services to clients 
 
Junior Designer (1998 ‐ 2002)  
• Crafted graphic presentations; communicated design strategies and backup data to clients 
• Combined project managers’ directions with technical building detail skills to produce construction documents 
• Coordinated monthly vendor presentations to educate staff on technical issues and product innovations 
• Maintained architectural products library; provided staff with well‐organized access to current product data 
 
ADDITIONAL 
 




•   Registered Architect, State of Colorado, 2003; State of Texas, 2009 
•   Member, Habitat for Humanity of Metro Denver Women Build Committee, 2008 ‐ 2009 
•   LEED (Leadership in Energy and Environmental Design) Accredited Professional, 2004 
•   Citizenship: United States 
                                                   ALYSSA CASE
                                      alyssa.case@mba11.mccombs.utexas.edu
                           1007 South Congress, Apt. 327  Austin, TX 78727  (440)554-3933
EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                                May 2011
Master of Business Administration, Full-Time Program
 Concentration in Real Estate Finance
 McCombs Plus Project with Deloitte Consulting - analyze customer data and develop new marketing strategies
 Vice President, Graduate Consulting Group; Member of Graduate Real Estate Society, Graduate Finance Association,
   Graduate Women in Business and MBA Golf Association
MIAMI UNIVERSITY, Richard T. Farmer School of Business - Oxford, Ohio                                              May 2004
Bachelor of Science in Business Administration
 Major in Finance and Minor in Spanish and Business Statistics

EXPERIENCE
MBA REIT FUND - Austin, Texas                                                                                  Spring 2010
Portfolio Manager
 Responsible for managing 2 analysts and investing $250K in REITs across all property types based on a pairs trading
   strategy, benchmarking again the Dow Jones Wilshire REIT Index
 Perform due diligence and financial analysis to forecast NAV, AFFO, and IRR to create investment recommendation

CHEVY CHASE BANK - Bethesda, MD                                                                                 2005-2009
Leading local private bank in Washington DC area with over 5,000 employees and $14.5B in assets
Commercial Real Estate Relationship Manager/Underwriter (2007 - 2009)
 Managed a $100M commercial real estate portfolio and expanded the total value of the portfolio by presenting new
   financing opportunities to clients; evaluated credit risk and made recommendations for portfolio additions based on
   analysis resulting in a 20% increase in loan commitments
 Structured and negotiated loan proposal terms for $5-$30M clients in retail, office, industrial and senior housing for Real
   Estate Investment Trusts (REITs) and construction projects; generated new business of $30M
 Negotiated and won $40M mixed-use construction project financing opportunity: detected budget allocation
   inefficiencies and worked with borrower to restructure loan to comply with bank standards, led the syndication process
   to obtain 2 lending institutions and private mezzanine financing, ran origination and documentation processes
 Secured financing for 4 publicly traded REITs by developing relationships and collaborating with other regional and
   national banks; obtained $109M in related deposits to enhance portfolio yield and cash on cash returns
Credit Analyst (2006 - 2007)
 Conducted financial modeling, cash flows forecasting and financial analysis to summarize risk factors that could impact
   the bank’s ability to be repaid; focused on middle- to large-size corporations and real estate investment firms
 Interpreted the financial condition of prospective corporate borrowers and guarantors; drew conclusions and made
   recommendations based on these analyses which contributed to new business volume worth $200M+
 Presented analysis to loan committees made up of executive management; contributed to 10% growth in loan production

Retail Management (2005 - 2006)
 Developed relationships with new clients through external outreach and increased penetration of existing customers;
   expanded client base by 7% in 1 year, compared to industry average of 2%
 Supervised hiring, training, staffing, and coaching of 6 tellers and 3 platform sales representatives; led 9-member team to
   oversee monthly sales figures which encouraged team to consistently meet quarterly sales goals
FAMILY HERITAGE LIFE INSUANCE - Cleveland, OH                                                                  2004 - 2005
Industry-leading supplemental insurance company providing protection for accidental, cancer, heart attack and stroke.
Actuarial Analyst
   Performed an in-depth, multivariable analysis of claim expectance by benefit type; analyzed lapse rates and policy
    distributions by age and coverage levels; helped company achieve target returns by more accurately pricing products
   Developed modified premium rates for existing accident product to meet company profitability standards
ADDITIONAL
   Member of Urban Land Institute and Forte Foundation
   Citizenship: United States
                                               MATTHEW S. COHEN
                                   matthew.cohen@mba11.mccombs.utexas.edu
                          1000 San Marcos St, Apt. 246  Austin, TX 78720  (415) 305 – 1457

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                            May 2011
Master of Business Administration, Full-Time Program
 Concentration in Real Estate Finance; GPA 3.56
 Member – Graduate Real Estate Society; Graduate Finance Association; Technology McCombs; Entrepreneur Society

COLBY COLLEGE - Waterville, ME                                                                                  May 2001
Bachelor of Arts in History
 Men’s NCAA Varsity Lacrosse Team; Team Captain

EXPERIENCE
SUMMERHILL HOMES (A Marcus & Millichap Company) - Palo Alto, California                                       2006 - 2009
Corporate Finance and Strategic Planning Associate
 Underwrote 1,332 home master-planned community; built multi-phased, multi-product pro forma to accommodate
   various development and financing scenarios; largest single project in company history.
 Prepared annual business plan for CEO and board of directors; 3-year corporate strategy included analysis of portfolio
   product types and location, optimization of company’s organizational structure and new business ventures.
 Collaborated with CFO to shape company’s approach to apartment development; designed pro forma model to evaluate
   multiple exit strategies; facilitated company’s first bulk disposition of condo development ($13M sale).
 Community Sponsor of 32 home development in Menlo Park; led weekly cross departmental meetings to ensure project
   goals were met; project was awarded 2 (nationally recognized) Golden Nugget building awards.
 Policy & Procedure Committee member; internal consulting group documented and optimized company operations;
   recommendations reduced overhead costs 28% in one year.
 Managed MBA summer intern on project researching opportunities for market expansion; findings presented to CEO
   and used across all Marcus & Millichap companies.
 Assessed all potential investments with CFO and SVP of Acquisitions; coordinated and distributed monthly pipeline
   report summarizing company’s active and potential development projects.
 Forecasted company financial statements (revenues of $300M) and reviewed 14 project budgets on monthly basis.

HOTWIRE - San Francisco, California                                                                            2002 - 2006
Senior Financial Reporting Analyst (2005 - 2006)
 Forecasted financial statements and key performance indicators for future annual budgets (revenues of $750M).
 Presented monthly business review to CEO analyzing revenue streams and operating expenses.
 Oversaw various expense and balance sheet line items in creation of monthly financial statements; reviewed 3 staff
   analysts’ account reconciliations throughout process.
 Directed cash and accounts receivable processes to ensure 2 analysts properly recorded daily transactions (10,000+
   transactions, $3M); process reduced monthly variance by $70K.
Staff Accountant (2004 - 2005)
 Analyzed daily transactions to assess product line impact on purchase rate and contribution margin; drew comparisons
   to budget, monthly forecasts and past year performance.
 Conducted month-end closing diagnostics to construct financial statements.
Settlement Specialist (2002 - 2004)
 Reconciled over 40 hotel supplier accounts for erroneous credit card billings; recovered over $500K in overcharges,
   consistently the highest recapture in the department.
 Updated and reviewed daily and monthly reports that included daily metrics on sales, product line performance and
   transaction costs; reports were distributed to executives and parent company.

ADDITIONAL
   Urban Land Institute member; workshops: Financing & Investing in Real Estate Projects, Advanced Pro-forma Modeling.
   Proficient in spoken and written Spanish.
   Studied abroad in Chile and Cuba; programs focused on cultural emersion and community service.
   Disabled Sports – Adaptive Snow Sports Volunteer.
   Citizenship: United States.
                                                NICHOLAS A. DOWD
                                     nicholas.dowd@mba11.mccombs.utexas.edu
                                  4311 Avenue H, Austin, TX 78751  (214) 300 - 5509

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                                     May 2011
Master of Business Administration, Full-Time Program
 Concentration in Real Estate Finance; GMAT 710
 Graduate Real Estate Society - Vice President – Communications
 The Consortium for Graduate Study in Management Fellow

VANDERBILT UNIVERSITY, Peabody College - Nashville, Tennessee                                                     May 2003
Bachelor of Science, Cum Laude
 Concentration in Human and Organizational Development
 Staff Writer for the University’s student newspaper

EXPERIENCE
CUSHMAN & WAKEFIELD - Atlanta, Georgia                                                                          2008 – 2009
Global provider of commercial real estate services
Research Associate
 Managed collection and analysis of quarterly statistics to provide forecasts of market trends for various property types
 Designed and implemented new training program to educate employees on a new interface for proprietary database
   that doubled the usage of the platform
 Developed weekly newsletter to keep clients up to date on market developments and recent transactions
 Analyzed Atlanta’s 500 million square foot industrial market to interpret data and indentify trends to publish after being
   selected as lead writer and editor of C&W’s award-winning publication, MarketBeat, within eight weeks of hiring
 Authored and produced over 50 customized reports profiling national and local real estate and economic trends
 Supervised International team of six workers abroad to ensure efficient and accurate for quarterly data collection
 Established and maintained relationships with local chambers of commerce, economic development groups, and
   regional commissions to reinforce the firm’s ties to the local community

REALNET USA - Atlanta, Georgia                                                                                  2004 – 2007
Nation’s largest private residential real estate investment firm and wholesale brokerage
Senior Acquisition Associate (2005 - 2007)
 Identified, evaluated, and negotiated the purchase of over $12M distressed assets from banks
 Performed financial analysis, due diligence, and construction estimates on over 250 properties
 Launched mentorship program pairing new associates with senior associates greatly increasing employee retention
 Trained six junior associates on property valuation of foreclosures, land, multi-family, and commercial properties
 Spearheaded initiative to appeal county zoning restrictions resulting in an $800K increase in value of land acquisition

Sales Associate (2004 - 2005)
 Developed marketing strategy and materials that were adapted and implemented across all branches nationwide
 Facilitated the purchase and renovation of properties through private financing yielding 10% returns to investors
 Consulted with clients to identify the best strategy and specific opportunities to accomplish their investment goals

 CITIGROUP - Atlanta, Georgia                                                                                Spring 2004
Institutional Equity Sales Group Internship
 Supported team of managing directors to help manage and maintain relationships with institutional clients by analyzing
    market and portfolio trends across various industry sectors

ADDITIONAL
   Member – Urban Land Institute, Hispanic Graduate Business Association, Texas MBA Golf Association
   Kahr Real Estate Modeling Training - built excel models to analyze cash flow, leverage, partnerships, and returns
   Volunteer - Art for Andy, help coordinate annual art auction benefiting memorial scholarship fund honoring late friend
   Volunteer Instructor; New Horizons, taught classes for non-profit on benefits of home ownership, mortgages, and credit
   Studied abroad in Florence, Italy and Paris, France focusing on European History, Art, and Architecture (Spring 2002)
   Citizenship: United States
                                                       BRIAN J. LORING
                                           brian.loring@mba11.mccombs.utexas.edu
                                    1604 Nickerson Street - Austin, TX 78704  (301) 233–0680

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                                       May 2011
Master of Business Administration, Full-Time Program
 Dual Concentration in Real Estate Finance & Entrepreneurship: GPA: 3.55; GMAT 740
 Vice President: Graduate Real Estate Society
 McCombs PLUS Program Consulting Projects:
     Salt Lick Winery Project Leader – led team of five students to perform financial analysis of winery construction/operation.
     Forestar Group – studied master planned communities and presented findings to CEO and other senior executives.

EMORY UNIVERSITY SCHOOL OF LAW - Atlanta, Georgia                                                             May 2009
Juris Doctor, with honors
 GPA: 3.5; ranked in top 10% of graduating class
 Managing Editor, Emory Law Review
 Henry Bowden “Mr. Emory” Scholarship (three-year merit based scholarship)
 Emory Law Dean’s Teaching Fellowship – 1 of 4 selected out of 250+ students to serve as academic advisor/mentor

EMORY UNIVERSITY - Atlanta, Georgia                                                                                May 2006
Bachelor of Arts in Political Science

EXPERIENCE
RIVERSIDE RESOURCES - Austin, Texas                                                                            2009 - Present
Real estate investment & development firm
Associate Intern
 Managed due diligence processes for disposition of $30MM multi-family project in downtown Austin.
 Performed financial modeling and lease analysis to determine viability of various acquisition opportunities.
 Identified distressed assets using Bloomberg and foreclosure listing services and presented detailed site reports to firm partners.
 Created market reports for all asset types detailing lease and sales comparables in the various Austin submarkets.

CAMPUS APARTMENT FINDERS - Atlanta, Georgia                                                            2006 - Present
Web based student apartment referral business
Co-Founder/Managing Partner
 Manage 2 employees responsible for operational/administrative tasks and 5 commission based campus representatives.
 Closed over 175 lease referrals increasing annual revenues from $15,000 in 2006 to $50,000 in 2009.
 Negotiated referral agreements with national and regional property management companies.
 Created alternative revenue streams from website advertising and featured property listings.

PAUL HASTINGS LLP - Atlanta, Georgia                                                                                   2008
Associate – Corporate Transactions Practice Group
 Performed due diligence review of leases, loan documents, and corporate governance materials in preparation for community
  bank SEC registration and initial public offering.
 Coordinated efforts of 4 summer associates as lead plaintiff counsel in a mock trial of pending pro bono case; won a $2.5M verdict
  for injuries sustained as a result of substandard living conditions provided by plaintiff’s landlord.

SMITH GAMBRELL & RUSSELL LLP - Atlanta, Georgia                                                                          2007
Associate – Corporate Practice Group
 Reviewed and drafted non-compete and asset purchase agreements, loan documents & research memorandum.
 Engaged in depositions, oral arguments, foreclosure proceedings, and due diligence reviews.


ADDITIONAL
   Completed Kahr Real Estate Financial Modeling Class
   2010 NAIOP Texas Shoot-Out Real Estate Case Competition – 1 of 5 students selected to represent McCombs
   Organization Memberships: MBA Golf Association, Graduate Wine Club, Urban Land Institute
   Black Belt – Tae Kwon Do Karate
                                                   DARREN MARCO
                                     darren.marco@mba11.mccombs.utexas.edu
                        127 East Riverside Drive, Apt. 209  Austin, TX 78704  (646) 942 - 8293

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                                    May 2011
Master of Business Administration, Real Estate Finance, Full-Time Program
 Awarded the Endowed Presidential Scholarship (top 10%, based on prior academic and professional achievements)
 Member - Energy Finance Group, Clean-Tech Group, Entrepreneur Society, & Graduate Real Estate Society
 Selected to the McCombs Admissions Committee (1 of 41 selected to the student-led admissions team)
 Selected to the University of Texas at Austin MBA REIT Fund (1 of 8 selected to the fund from the class of 2011)

Princeton University - Princeton, New Jersey                                                                       May 2002
Bachelor of Arts in Political Science
 Varsity Football Player
 Chairman of recruiting at the University Cottage Club

EXPERIENCE
CPH & ASSOCIATES, LLC - Pasadena, California                                                                 8/2009 - Present
Boutique consulting firm started by former IndyMac colleague
Senior Associate
 Perform effective yield analysis on a consolidated portfolio of asset backed securities for a large custodial bank
 Calculate excel and Intex cash flows to compare and properly report interest income for the portfolio of bonds held in 3
   accounts: trading, available for sale, and held to maturity

INDYMAC FEDERAL BANK - Pasadena, California                                                                     2007 - 2009
Senior Lead Analyst - Trading and Loan Sales
 Analyzed mortgage delinquency trends based on loan characteristics, roll rates, and loss severities; published periodic
   loan performance reports and conducted surveillance on IndyMac securitizations; presented material to internal
   portfolio managers and outside investors that influenced investment decisions
 Executed monthly reconciliations of servicing remittance data and trustee reports; identified and corrected inaccurate
   cash-flow reporting of specific classes of all IndyMac securitizations
 Collaborated with Investor Relations to create a loan modification report; calibrated and presented the economic impact
   modifications had on particular securitizations; tracked loan performance for the FDIC to measure success rates
 Traded conforming adjustable rate mortgages prior to FDIC conservatorship; managed origination profitability, pipeline
   turnover, and best execution of current and aged inventory in the secondary market
 Increased agency adjustable rate monthly production by 65% ($250M/month); improved frequency of forward pipeline
   sales which allowed competitive-rate originations and strengthened our GSE relationships

NOMURA SECURITIES INTERNATIONAL - New York, New York/Los Angeles, California                                   2003 - 2007
Sales Associate - Fixed Income Sales
 Formulated and pitched daily hedging strategies to mortgage originators and servicers in 3 liquid markets: mortgage
   pass-throughs, U.S. treasuries, and interest rate swaps
 Cultivated relationships with new and existing clients including Chase Home Mortgage, First Horizon, GMAC Mortgage,
   and SunTrust; interacted with clients and trading desks on trading and risk management strategies
                                        st
 Generated $2M+ in sales credits in 1 year; earned Los Angeles relocation opportunity to increase sales presence in west
   coast accounts; established relationships with 20 new clients in 9 months and generated $50M/month in originations

MARSH & McLENNAN - New York, New York                                                                            2002 - 2003
Risk Analyst in Graduate Risk Management Program
 Brokered directors and officers insurance policies of various corporations to insurance providers
 Researched company financials and business practices to obtain most cost effective premium for client

ADDITIONAL
   Series 7 and 63 Certified; Proficient in Microsoft Access and Bloomberg; exposure to SQL, Crystal Reports and Intex
   Assistant Manager and lead volunteer at Venice, CA community service center and food bank
   Citizenship: United States
                                                    BHAVIN PAREKH
                                     bhavin.parekh@mba11.mccombs.utexas.edu
                           54 Rainey Street, Apt.# 1009 • Austin, TX 78701 • (817) 907 - 2218

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                                   May 2011
Master of Business Administration, Full-Time Program
• Concentration in Real Estate Finance
• REIT Portfolio Manager: One of eight students selected through a formal application and interview process to actively
   manage a portfolio of investments in the Wilshire REIT Index
• Member - Graduate Finance Association and Graduate Real Estate Society

THE UNIVERSITY OF TEXAS AT ARLINGTON, School of Urban and Public Affairs - Arlington, Texas                       April 2005
Master of City and Regional Planning
• Concentration in Transportation Planning; GPA 3.60

CEPT University, School of Building Science and Technology - Ahmedabad, Gujarat, India                         October 2001
B.E. in Construction Technology
• Concentration in Construction Management (top 10%)

EXPERIENCE
CITY OF DALLAS - Dallas, Texas                                                                                    2006 - 2009
Chief Planner (2008 - 2009)
• Structured and negotiated terms for $15M and $8M redevelopment projects: including investment amounts, services to
   be rendered, and established construction and property usage restrictions; achieved 30%+ reduced implementation
   time; promoted to Chief Planner in 2 years (instead of typical 6 years) due to success of projects
• Led teams across 6 functional areas to create master plans, negotiate land acquisition deals, design infrastructure and
   utilities improvements, oversee construction activities, ensure proper financing and develop marketing materials
• Lobbied city management and political leaders for future project funding; garnered an additional $8M in new monies
• Facilitated public meetings and community outreach initiatives, on quarterly basis, in target areas to build trust and
   create stakeholder buy-in essential for project implementation
Planner (2006 - 2008)
• Conceptualized model for identification of new target areas using Geographical Information Systems (GIS); researched
   and performed due diligence for preparation of Neighborhood Revitalization Strategies for target areas
• Executed Neighborhood Investment Program to improve infrastructure and build affordable homes; invested $3M+ of
   department funding, secured another $3M from the private sector
BDS TECHNOLOGIES - Dallas, Texas                                                                                       2005
BDS is a Texas-based engineering, consulting, and surveying company
GIS Analyst
• Utilized GIS to create 100,000+ data points for wastewater collection system; performed QA/QC to troubleshoot
   digitized data and verify compliance with strict quality criteria ; obtained 95%+ accuracy
• Enhanced client relationships through frequent status updates as well as proactive resolution of issues

CATHOLIC RELIEF SERVICES (USCC) - Bhuj, India                                                               2001 - 2002
CRS works to assist disaster affected, impoverished and disadvantaged people all over the world
Consulting Engineer (2001 - 2002)
• Supervised complete rehabilitation of 3 villages (530 homes); surpassed target completion by 50% and were ahead of
   schedule on 344 homes; rebuilt entire infrastructure in each village
• Trained manpower in construction material production techniques, construction of earthquake-proof housing and
   management best practices; secured villagers’ participation in the cash-for-work/sweat equity program
ADDITIONAL
•   Vice President – Indian Graduate Business Association at University of Texas at Austin (2010 – 2011)
•   President of Student Planning Association at University of Texas at Arlington (2003 - 2004)
•   Language fluency (Fluent: Gujarati, Hindi)
•   Volunteer for Big Brothers Big Sisters of North Texas as a mentor for high school students
•   Recipient of UTA Graduate Dean’s Fellowship (2002 - 2004)
•   Citizenship: India, U.S. Temporary Work Authorization
                                            WILLIAM HOLLAND PEEPLES
                                    william.peeples@mba11.mccombs.utexas.edu
                             1703 Emilie Lane, Unit B • Austin, TX 78731 • (713) 444-8005

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                              May 2011
Master of Business Administration, Full-Time Program
 Dual Concentration in Real Estate and Private Equity Finance: GPA 3.45; GMAT 710
 Pension Real Estate Association Scholarship Winner (1 of 13 selected nationally)
 McCombs MBA REIT Fund Manager (1 of 8 graduate students)
 President: Graduate Real Estate Society / Member: Entrepreneur Society; MBA Golf Association; Graduate Wine Club

THE UNIVERSITY OF TEXAS AT AUSTIN, College of Liberal Arts - Austin, Texas                                       May 2005
Bachelor of Arts, Government: GPA 3.58

EXPERIENCE
ENDEAVOR REAL ESTATE GROUP (CMBS Intern) - Austin, TX                                           October 2008 - Current
 Underwrite CMBS for purchase using Term Asset-Backed Securities Loan Facility (TALF) leverage

AMEGY BANK NATIONAL ASSOCATION - Houston & Dallas, TX                                                            2005 - 2009
Relationship Manager, Commercial Real Estate Group - Dallas, TX                                                  2007 - 2009
 Led the restructuring of a $43M loan for a 300,000 SF retail center, resulting in decreased loan loss reserves of $6.45M
 Negotiated loan structures with prospective clients while managing a $100M loan portfolio with an average ROE of 22%
 Directed or assisted in the loan approval and closing process of over $550M in loan commitments by communicating
   directly with senior management, credit committees, clients, and legal counsel

Associate, Commercial Real Estate Group - Dallas, TX                                                              2007
 Prepared credit presentations representing over $400M in loan commitments for presentation to the Bank’s loan
   committees; Underwrote an additional $200M in credit requests
 Monitored the commercial real estate portfolio for covenant compliance by analyzing operating statements, reviewing
   lease structures, and interpreting detailed loan documents
 Advised senior management on the risk grading of individual loans
 Performed large relationship reviews of credits greater than $15M to be presented to the Board of Directors

Credit Analyst, Officer Development Program - Houston, TX                                                         2006
 Rotated through three different lending areas - International, Commercial Middle Market, and Commercial Real Estate -
   performing comprehensive credit underwriting and preparing loan presentation packages for credit committees
 Analyzed various financial statements and prepared market analyses for credits ranging from $500K to $75M
 Completed the Omega Performance “Commercial Loans to Business” Training Program

Project Analyst for Chief Lending Officer - Houston, TX                                                               2005
 Implemented and oversaw a bank-wide initiative focused on the marketing of bank products to new prospects and
   existing clients which resulted in the launch of a new product, Anytime Deposits™.
 Reported directly to the Chief Lending Officer by presenting weekly updates on the progress of all relationship managers
   in the areas of cross-selling, calling new prospects, and growing deposits

ADDITIONAL
   Team Leader for McCombs Plus Project - Forestar Real Estate Group (NYSE: FOR): Led six student team to study master
    planned communities and presented findings to CEO and other senior executives
   Case Competitions: 2010 NAIOP Texas Shoot-Out Competition; 2010 UNC Real Estate Development Challenge; 2010 ULI
    Hines Student Urban Design Competition; 2009 National Real Estate Challenge (only first year student selected to
    represent McCombs); 2009 McCombs MBA Finance Challenge (finalist)
   Completed Kahr Real Estate Services’ Excel for Real Estate Analysis training class
   Ugandan American Partnership Organization (Mutungo, Uganda): Traveled to Uganda for a two-week mission trip and
    led fundraising efforts for the construction of an orphanage
   O.M. Roberts School (Dallas, TX): Served as a weekly mentor/tutor to third grade students in an underprivileged school
   Post Oak Little League (Houston, TX): Managed the championship Little League team consisting of 13 & 14 year olds
                                                CHARLES J. PLUMHOFF
                                     chuck.plumhoff@mba11.mccombs.utexas.edu
                              5606 Bonnell Vista St. #2 - Austin, TX 78731  (512) 656-0266

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                                     May 2011
Master of Business Administration, Full-Time Program
 Concentration in Finance; GPA 3.6
 Member, Graduate Real Estate Society, Graduate Finance Association, & Energy Finance Group
 REIT Fund Portfolio Manager – 1 of 8 MBA students selected through an interview process

THE UNIVERSITY OF TEXAS AT AUSTIN - Austin, Texas                                                                 May 2003
Bachelor of Arts in Economics
 Minor in Business Administration
 Study Abroad Program – Granada, Spain, Summer 2001

EXPERIENCE
PLAINSCAPITAL BANK – Austin, TX                                                                                2007 – 2009
 nd                                            th
2 largest privately held bank in Texas and 15 largest in the U.S. with $4.1B in assets
Bank Officer (2008-2009)
 Managed the credit administration for a branch office with $200M+ in assets through continual monitoring of asset
    quality, covenant compliance, and credit risk
 Underwrote, structured, and presented $1 - $20M commercial real estate loan proposals to a senior loan committee
 Provided debt financing to middle market clients [annual revenues of $10 - $250M] for working capital needs, fixed
    asset acquisitions, and debt restructuring
 Developed client relationships through effective planning, targeted networking, and strategic selling that contributed to
    29% growth in regional loan production
 Delegated workflow and supervised training activities for credit analysts at a regional branch

Credit Analyst (2007-2008)
 Performed financial modeling, cash flow forecasting, and credit analysis to determine the credit-worthiness and risk
   profile of corporate borrowers and guarantors
 Identified profitable client relationships ranging in size from $1 - $50M based on risk/reward analysis and evaluation of
   borrower’s industry, operating efficiency, collateral position, and deposit balances
 Analyzed real estate financing proposals including loans for commercial & residential development,
   office/retail/industrial investment, owner-occupied use, and refinancing


COMPASS BANK / COMPASS BROKERAGE – Austin, TX                                                                 2003 – 2007
                                                                                       th
Largest regional bank in the Sunbelt Region and a top 25 U.S. bank by total deposits. 4 largest bank in Texas
Preferred Client Officer (2006 - 2007)
 Expanded client relationships ranging in size from $100K - $1M through outside prospecting
 Served as a liaison between loan prospects and underwriters on small business loans up to $10M
 Proactively updated clients on financial markets & retained/grew client investment portfolios

Senior Financial Sales Representative (2003 - 2006)
 Advised clients on investment objectives and evaluated the suitability of financial products for their portfolios
 Generated revenue through sales of personal & small business loans, deposit accounts, IRAs, CDs and investments
 Coached and trained new hires on corporate culture integration and financial sales strategies

ADDITIONAL
   CFA candidate – Level III. Passed level II exam in 6/09
   Completed 25 hours of accounting to be applied toward TSBPA requirement for CPA license
   NASD 6/63 Securities licenses, 2006
   Affiliations: Real Estate Council of Austin / Young Men’s Business League / Emerging Professionals in Conservation
   Community Involvement: Make-A-Wish Foundation / Mobile Loaves & Fishes
   Citizenship: United States
                                                SEAN JAMES RUSSELL
                                       sean.russell@mba11.mccombs.utexas.edu
                          127 E. Riverside Drive, Apt. 524, Austin, TX 78704  (203) 536-1242

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business - Austin, Texas                                    May 2011
Master of Business Administration, Full-Time Program
 Concentration in Finance and Investment Management
 Portfolio Manager of McCombs MBA REIT Investment Fund (1 of 8 students selected by interview process)
 Vice President – Graduate Finance Association
 Member – Real Estate Society, Energy Finance Group, and Entrepreneur Society

LOYOLA COLLEGE IN MARYLAND - Baltimore, Maryland                                                                 May 2005
Bachelor of Arts in History; cum laude
 Cumulative GPA of 3.7; Major GPA of 3.9; Dean’s List Honors; minor in business

EXPERIENCE
RBS SECURITIES INC. - Stamford, Connecticut                                                                     2005 - 2009
The Royal Bank of Scotland Group; Global Banking & Markets Americas
Assistant Vice President, Global Mortgage Trading, RBS Smart Products, Inc. (2008-2009)
 Launched a new business platform for RBS Securities that provided on-demand pricing and evaluation services for U.S.
   taxable, fixed-income structured products
 Established relationships with 250 institutional clients by leveraging existing MBS/ABS trading contacts and sold fee-
   based service with $5M in projected revenues for 2010
 Performed valuations on RMBS, CMOs, CMBS, Strips, ABS, Pass-throughs, CDOs, CLOs and other esoteric securities for
   foreign and domestic institutional investors
 Collaborated with trading, sales, compliance, and technology teams to build valuation platform, create legal entity, and
   establish marketing strategy to target buyside investors
 Designed and directed the implementation of the platform’s initial business plan, projected earnings potential and
   reported findings to management, and participated in interviewing, hiring, and training of new personnel

RBS GREENWICH CAPITAL MARKETS - Greenwich, Connecticut
Assistant Vice President, Strategic Opportunities Proprietary Credit and ABS Trading (2007-2008)
 Maintained and prepared trading P&L calculations for proprietary long/short distressed credit and ABS trading desk
 Produced daily reports and attribution to identify and evaluate trading opportunities in portfolio positions including
   Corporates, ABS, MBS, Bank Loans, Credit Default Swaps/Options, Credit Indices, Asset Backed Indices, Sovereign Debt,
   Equities , Convertibles , Futures, Options and FX
 Ensured proper exposure, capture and settlements of executed trades by facilitating dialog between trading desk,
   counterparties, risk management and back office support
 Monitored and managed option expiries, monthly bond remittance reports, CDS curve valuations, and corporate actions
 Discussed desk performance, trading strategy, and market conditions in daily commentary meetings

RBS GREENWICH CAPITAL MARKETS - Greenwich, Connecticut
Analyst, Agency MBS Product Control; Mortgage Pass-Through and CMM/Options Trading (2005-2007)
 Prepared and reconciled preliminary and final P&L for MBS trading desks to ensure accurate reporting
 Responsible for creation of regular performance attribution, daily closing of TBA mortgage prices and maintaining of
   carry system for mortgage trading business
 Provided institutional accounts with daily trade valuations, authored internal market commentary, and analyzed
   components of portfolio (MTM, Carry, Trading and Paydowns) to ensure accuracy and reasonability
 Trained an average of 3 new hires per year; 100% advanced into more senior roles within their first 2 years of tenure

ADDITIONAL
   FINRA General Securities Representative (Series 7)
   Bloomberg, TradeWeb, Fixed-Income trading software and various proprietary credit valuation tools
   Primary and Secondary school in Riyadh, Saudi Arabia and Brussels, Belgium; Study Abroad in Queensland, Australia
   Avid tuna fisherman – landed 200lb Bluefin Tuna off Cape Cod, Massachusetts in June, 2009
   Permanent Resident: United States; Citizenship: United Kingdom
                                                 MICHAEL F. RUSSO
                                     Michael.Russo@mba11.mccombs.utexas.edu
                            4616 Triangle Ave., #4108 - Austin, TX 78751 (305) 401 - 2107

EDUCATION
THE UNIVERSITY OF TEXAS AT AUSTIN, McCombs School of Business – Austin, Texas                               May 2011
Master of Business Administration, Full-Time Program
   Concentration in Real Estate Finance; GPA: 3.78, GMAT: 720
   Member: Travel, Hospitality, & Tourism Assoc. (Co-President); McCombs MBA REIT Fund; Graduate Real Estate Society
   Challenges: 2010 UNC Real Estate Challenge; 2010 ULI Hines Competition; 2010 NAIOP Texas Shoot Out

CORNELL UNIVERSITY, School of Hotel Administration – Ithaca, New York                                             May 2005
Bachelor of Science with Distinction in Hotel Administration
   GPA: 3.81, Dean’s List (All Semesters) and Ye Hosts Honorary Society (Top 10% of class)
   Teaching Assistant: Hospitality Financial Mgmt., Financial Accounting, HR Mgmt., and Intro. to the Food Service Industry

EXPERIENCE
Four Seasons Hotels & Resorts – Austin, Texas                                                                      Fall 2009
McCombs PLUS Project – 10 week micro-consulting project which developed Summer 2010 advertising and lodging
package recommendations for new and existing target market segments
   Collaborated with project team to identify key leisure sub markets (e.g. families, girls’ getaway, couples) and
   developed hotel packages to increase revenue for the hotel; presented recommendations to hotel management.
   Conceptualized hotel package offerings for targeted leisure segments by reviewing packages offered by competitors,
   understanding leisure travel trends, and leveraging the amenities and services of the hotel and surrounding area.
   Prepared a financial break-even analysis to demonstrate the viability of each recommendation by estimating demand
   levels, package price points, and incremental advertising and operating costs.

ERNST & YOUNG, LLP – Miami, Florida
Transaction Real Estate (“TRE”) group
Senior Analyst                                                                                                     2007 – 2009
   Organized and executed market and feasibility studies for multiple real estate classes (e.g. hotels, residential, golf) in
   the United States, Caribbean, and Latin America through managing 3 person teams, overseeing the development of
   analyses and reports, and providing progress updates for clients.
   Produced valuation reviews (e.g. impairment, purchase price allocation, appraisal) of real property assets, including
   reviews for clients with over $1b in assets, by building internal valuation and cash flow models for cost, sales
   comparisons, and income valuation approaches.
   Facilitated business development by interviewing potential clients to understand their needs and developing project
   proposals to explain how TRE’s services can assist them in achieving their goals.
   Mentored and trained junior analysts in their technical and interpersonal skills through client engagements and
   formal peer advisor roles.
   Championed “Flexibility at Work” initiatives with senior leadership to promote maintaining a healthy work-life
   balance for all professionals within TRE by creating a reference brochure and presented during a TRE conference.
   2008 High Impact Award recipient (awarded to the top performing employees of EY).
Staff Analyst                                                                                                  2005 – 2007
   Prepared work plans, carried out field research, completed operating performance estimates and cash flow pro
   formas for real estate market and feasibility studies in the United States, Caribbean, and Latin America.
   Completed buyer/bidder-side underwriting and due diligence procedures on several large hotel portfolio transactions
   by inspecting hotel properties and surrounding markets, completing pro forma analyses, and preparing client reports.
   Functioned as the hotel specialist and trainer on a project team that included EY personnel from two foreign offices.
   Co-authored numerous hospitality industry “thought leadership” articles including EY’s National Lodging Report and
   Global Hospitality Insight, and assisted senior leadership with development of industry conference presentation.

ADDITIONAL
   Completed KAHR Excel for Real Estate Analysis course
   Florida Real Estate Salesperson license, #SL3209552
   Vice President, Cornell Hotel Society, Texas Southern Chapter
                                              Will R. Wilson III
                                           5003 Shoal Creek Blvd.
                                              Austin, TX 78756
                                               (512) 779-6600
                                 William.wilson@mba11.mccombs.utexas.edu

Education      The University of Texas at Austin, McCombs School of Business                                  Austin, TX
May 2011       Master of Business Administration, Evening Program
               GPA: 3.5

               Washington & Lee University                                                         Lexington, VA
May 2002       Bachelor of Science in Business Administration with Special Attainments in Commerce

Experience
5/09-Current   Pennybacker Capital, LLC                                                                         Austin, TX
               Intern Associate
                Source and underwrite core and value-add commercial real estate assets for purchase opportunity
                Source distressed loan notes collateralized by commercial real estate for purchase
                Assist in asset management of existing real estate portfolio; duties include marketing and land
                   planning efforts in order to add value
                Wrote business plan for a sale-leaseback acquisition platform targeting the purchase of single-
                   tenant real estate assets in an effort to provide alternate financing to growing franchisees

4/06 - 2/09    Centro Partners, LLC                                                                         Austin, TX
               Senior Development Associate
                Created proforma and budget analysis for mixed-use and multi-family real estate projects; projects
                   totaled $240 million in cost and 1.1 million square feet composed of 1,235 residential units
                Performed financial modeling, valuation analysis and cash flow forecasting for current real estate
                   investment deals in order to determine internal rate of return and capitalization rates
                Worked to obtain regulatory entitlements on existing properties for future development; also
                   worked with neighborhoods and compatibility standards to achieve best-fit projects
                Managed marketing, sales, construction administration and property management for the forty-two
                   unit Caswell Lofts Condominium project
                Performed research for Austin MSA regarding multi-family pipeline; also analyzed macro and
                   local market conditions affecting overall real estate market

12/04 - 4/06   Endeavor Real Estate Group                                                                  Austin, TX
               Retail Leasing Associate
                Represented marketing and leasing efforts for 9 shopping centers on behalf of landlords; retail
                   space represented totaled 3.4 million square feet, both existing and under construction
                Negotiated leases and contracts of sale for retail tenant transactions worth $3.9 million
                Analyzed financial statements of tenants to determine viability and credit risk

5/03 – 12/04   CB Richard Ellis                                                                      Washington, DC
               Research and Leasing Analyst
                Managed information management team in tracking office space absorption, rental rates and
                   availability for Washington DC MSA; office space tracked totaled 250 million square feet
                Produced lease analysis abstracts on behalf of brokers and landlords to determine future cash
                   flow and capitalization rates for properties

Additional        Active member of Urban Land Institute, Real Estate Council of Austin, UT Graduate Real Estate
                   Society
                  Founding member of Young Texans Against Cancer
                  Candidate for State of Texas Real Estate Broker License
                  4 year player for Washington & Lee football team
                  Vice President of Washington & Lee University Central Texas Alumni Association

				
DOCUMENT INFO
Shared By:
Tags: gmac, mortgages
Stats:
views:33
posted:3/26/2011
language:English
pages:13