Work history
Investment Banking Analyst
Investment Banking Summer Analyst
How would you describe your time at Credit Suisse?
+ Modeled potential secondary leveraged buyouts for $5.4 billion DLJ Strategic Partners Fund
+ Drafted 75+ private company profiles in developing Investment Committee memoranda
+ Conducted public comparables analysis to value pending financial acquisitions
+ Delivered overview of competitors??? hedge fund operations to senior management
+Approved Transactions:
-$5.0 million Co-investment, Equipment Manufacturer (Seller: American Financial Sponsor)
-$10.0 million Minority Stake, Mixed Portfolio (Seller: European Financial Institution)... 
Private Equity Summer Analyst
How would you describe your time at Citigroup?
+ Published quarterly and annual reports describing the investment performance of financial sponsors
+ Indicated valuation changes to improve portfolio model of $8.0 billion in assets under management
+ Prepared daily market updates for roadshow liaisons managing $3.3 billion fund launch
+ Produced capital call and distribution letters for limited partners invested in team's 20 fund of funds...
Asset Management Summer Analyst
How would you describe your time at JPMorgan Chase &?
+ Compiled database representing 70+ client/prospect portfolios for team discussion purposes
+ Initiated weekly briefings to guide management in reaching quarterly sales goal of $4.0 million
+ Arranged strategic advisor handbook to strengthen firm-consultancy relationships
Finance Summer Intern
How would you describe your time at RE/MAX International?
+ Maintained statements for quarterly report detailing $200,000 in capital and operating budgets
Luis Miguel has