Sandra Penn

13-A Irving Street, Coral Gables, FL 33978 (215) 555-5555

sandrapenn@wharton.upenn.edu

EDUCATION

University of Pennsylvania, The Wharton School Philadelphia, PA

Bachelor of Science in Economics May 2021

• Intended Concentrations: Finance and Accounting

• Student Clubs: Wharton Women - Member, Ultimate Frisbee, Wharton Alumni Relations Council – Website Committee

Coral Gables Senior High School Coral Gables, FL

High School Diploma June 2017

• Cumulative GPA: 96.6/100

• Awards: Honor Roll (8 Semesters), National Merit Scholar 2016, National AP Scholar 2017, AP Scholar with Distinction 2017,

Miami-Dade County All-Academic Team, President’s Award for Educational Excellence

WORK EXPERIENCE Citi Miami, FL

Summer Mentorimg Program - Mentee June 2017 - August 2017

• Accepted into highly selective, 10-week program designed to provide students an understanding of finance

• Trained by Citi professionals on fixed income and equity markets, stocks and bonds, options, credit derivatives, and long and

short hedging positions

• Developed a working knowledge of investment banking, capital markets, research, sales and trading, and hedge funds

• Received advice and information from various industry executives at Citi

Citi Coral Gables, FL

Part-Time Intern June 2017 - August 2017

• Invited by Citi to become a part-time intern for the length of the mentoring program

• Assisted seasonal sales associates and summer interns with cold-calling to build communication skills, establish rapport, pitch

features and benefits offered by the company, and understand consumer behavior

• Introduced to Morning Star fund reports, credit rating agencies including Moody's and Finch, and mutual funds, options, futures,

equity, and debt

• Shadowed interns in the office to understand how to effectively operate and work in a fast-paced environment when managing

numerous tasks and responsibilities

Standard Chemicals, LLC Coral Gables, FL

Intern June 2016 - August 2016

• Analyzed current balance sheets and presented research to highlight financial changes and additional costs incurred by the

company

• Calculated weekly profit margins and attended business meetings in Miami with the President

• Worked in a professional environment with corporate executives to learn marketing and sales techniques as well as business

management

Gables Tutors Coral Gables, FL

Regional Tutor August 2015 - June 2016

• Worked with founders to contact families in Miami in search of tutoring for SAT and several high school subjects

• Developed and marketed the company email template for prospective tutoring clients; template is currently used as the

company's foundation email for other tutors to use in their respective regions

• Provided tutoring services to a diverse clientele and helped create a niche for the company in Miami

Board Enterprises Tel Aviv, Israel

Summer Intern July 2015

• Participated in a “Cost of Living” project alongside other factory workers to improve working environments

• Traveled to different parts of Israel to find the most economical place to live with bare necessities

• Calculated weekly profit margins and worked with factory workers to learn how to manually develop company products

EXTRACURRICULAR ACTIVITIES Coral Gables Senior High School Coral Gables, FL

• Student Government (School Liaison/Activities Coordinator/Executive Board), Model United Nations (President), Musical

Instruments (Head Alto Saxophonist and Violinist), Acapella Group (Treasurer), Varsity Basketball (Co-Captain), Coral Gables

Investment Club (Director of Events), National Honor Society, Math Club

Travis Wilhem

School Address: 3901 Locust Walk, MB 001, Philadelphia, PA 19104 (215) 987-7654

Home Address: 4367 Signet St., Minneapolis, MN 55199 wilhemt@wharton.upenn.edu

EDUCATION _

The Wharton School, University of Pennsylvania, Philadelphia, PA May 2020

Candidate for Bachelor of Science in Economics

Concentrations: Marketing and Operations and Information Management

Cumulative GPA: 3.43/4.00

Coursework (*current): Business Computer Languages, Retail Supply Chain Management*, Service Operations

Management, Corporate Finance, Investment Management, Financial Accounting, Managerial Accounting*

South Target High School, Minneapolis, MN June 2016

Honors and Activities: Valedictorian, Varsity Tennis, Debate Team (Captain), National Honor Society, Swim Team

WORK EXPERIENCE _

McCormick Enterprises, McLean, VA Summer 2017

Intern, Economics and Policy—Office of the Chief Economist

Aided in weekly collection of mortgage rates of 125 originators for use in national survey on primary housing market

Improved survey accuracy by identifying faults in sample and contacting top 15 originators to increase participation

Analyzed 52 reports detailing the state and national mortgage markets for publication on Freddie Mac website

Joseph H. Lauder Institute of Management and International Studies, Philadelphia, PA Spring 2017

Research Assistant, Luxury Goods

Assisted Professor Tom Smith and two graduate students in compiling market reports on the luxury goods industry

Toyota Financial Services, Minneapolis, MN Summer 2016

Intern, Finance Products

Created amortization model and programmed VBA script to build Step Rate Loan Analysis

Conducted industry research on subprime auto-finance products and wrote 16 page report on findings for manager

Compiled and organized 4 years of Lexus incentive programs data for analysis by risk department

Creativdesign Group, Inc., Minneapolis, MN Summer 2015

Marketing Intern

Supported Project Manager in handling all logistics for the Hyundai Priority Dealer Program

Coordinated production of 2 customer video shoots of 12 dealerships in San Diego and Minneapolis markets

LEADERSHIP EXPERIENCE _

Marketing Undergraduate Students Establishment (MUSE)

Manager, Finances Spring 2017 – Present

Maintain organization finances, including managing $10,000 annual budget and coordinating all reimbursements

Sponsor and attend all MUSE activities, supporting other 10 board members as needed

Wharton China Business Society Coordinator of Communications Spring 2017 – Present

Manager, Human Resources Fall 2016 – Spring 2017

Promote communication and interactions between 100 members through hosting recreational events

Manage all recruiting efforts and serve as liaison between society and outside individuals/organizations

Cohort Yen, Class of 2020 Fall 2016 – Present

President

Organize educational and social activities for 60 students/cohort members with Wharton Undergraduate Division

Advise Cohort Executive Board in establishing new programs to improve cohort system and to promote cohort unity

SKILLS AND INTERESTS _

Language Skills: Studied 3 years of Spanish and 2 years of Mandarin Chinese

Computer Skills: Proficient in MS Office, basic programming in VBA, MatLab, and Python

Interests: Yoga, chess, Japanese pop art, foreign languages, and extreme sports

Education

Pamela Wharton 5555 Chestnut Street, Box 555

Philadelphia, PA 19104

pamelawharton@wharton.upenn.edu

215.555.5555

University of Pennsylvania - The Wharton School, Philadelphia, PA May 2020

Bachelor of Science in Economics, Intended Concentrations in Finance and Management

Relevant Coursework: Financial Accounting, Corporate Finance (Fall 2017)

Honors: Susan Kullen Scholarship, Penn Award for Community Service, Pennsylvania’s Emerging Leader Award

Cumulative GPA: 3.30/4.00

Professional Experience

Sterling Heights, Investment Banking Summer Analyst, Denver, CO June 2017 – August 2017 Boutique middle-market investment bank focusing on real estate and healthcare sectors

Staffed on two sell-side M&A deals in the real estate and healthcare industries

Conducted valuation analysis using comparable companies, discounted cash flows and precedent transactions

Participated in internal calls for in-process deals, execution, and initial outreach

Compiled industry research, company background information, financial reports, and other sources of publicly available

information into books used to prepare for client meetings

Gained knowledge on previous deals through confidential investor presentations

FFLT 360, Participant – Investment Banking, Boston, MA May 2017

Participated in more than 20 hours of individual coaching and instruction to achieve interview and professional

development goals

Completed industry-specific training to develop technical skills and increase sector knowledge

Drexel Housing, Technology Manager, Philadelphia, PA January 2017 – May 2017

Led staff in addressing technology needs for more than 200 students residing in on-campus dorms

Resolved advanced cases received by technology support staff and developed new project to improve efficiency

Professional Development Programs November 2016 – April 2017

Selected to participate in PwC Early Insight Program, Credit Suisse Freshmen Finance Forum, Mastercard

Conference for Developing Leaders, Alliance Undergraduate Diversity Forum

Leadership in the Business World (LBW), Student Participant, Philadelphia, PA June 2016 – July 2016

Worked on classroom activities and assignments to prepare for business plan competition

Awarded 2nd place in business plan competition involving 10 LBW teams

Leadership Experience

Wharton Undergraduate Cohort Program, Peso Community Freshman Director March 2017 – Present

Work with Wharton Undergraduate Student Life staff assisting in the college transition of cohort members

Serve as a leader for students and introduce them to resources at Penn with the goal of building camaraderie among the

cohort

Wharton Undergraduate Accounting Club, Finance Committee Member August 2016 – Present

Manage all club revenues and expenditures, allocate funds for projects and new initiatives, and abide by Penn policies

Collaborate with committee members to discuss and recommend new initiatives to improve the club’s financial status

Wharton Undergraduate Finance Club, Membership Committee August 2016 – Present

Recommend innovative and educational programs to attract students and increase club membership

Contributed to a 37% increase in membership from the previous year during 2016-2017

Financial Literacy Project, Volunteer November 2016 – Present

Volunteer in public middle schools in Philadelphia to teach financial literacy concepts to educate students and prepare them

for their financial futures

Additional Activities: Wharton Dean’s Advisory Board, Wharton Ski Club, Quakers in Service, Penn Hackathon

Skills and Interests

Languages: Fluent in French, elementary knowledge of Spanish

Software: Bloomberg Terminal, Capital IQ, Thomson Reuters, Microsoft Excel (VBA, pivot tables)

Interests: Snowboarding, Foreign Politics, Rock Climbing, Technology

CANDACE SHEPLEY

6357 Wilhem Rd., Plano, TX 75023 | 215-123-4567 | shepleyc@wharton.upenn.edu

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA, Philadelphia, PA May 2019

Bachelor of Science in Economics, Concentrations in Finance and Entrepreneurship

Cumulative GPA: 3.57/4.0

Relevant Coursework: Advanced Corporate Finance, Honors Monetary & Global Economics, Probability IV, Statistics

ROTTERDAM SCHOOL OF MANAGEMENT, ERASMUS UNIVERSITY, Rotterdam, Holland January 2017 - May 2017

Exchange Student

Coursework: Managing People at Work, International Consulting Project

STODDARD SENIOR HIGH SCHOOL, Plano, TX June 2015

GPA: 3.92/4.0, Rank: Top 3% of class, SAT Scores: 700 Math, 700 Verbal, 730 Writing

Positions: Gunn Robotics Team Leader, Newspaper Centerfold Editor, German Honor Society President

Awards: FIRST Robotics Chairman’s Award, Senior Faculty Cup Nominee, four year German National Exam finalist

EXPERIENCE

HSBC PRIVATE BANK, London, United Kingdom Summer 2017

Summer Analyst, Corporate Finance Solutions

Coordinated £250m pre-IPO private placement within global investor network

Created financial models and conducted sensitivity analysis on client projects using DCF and Multiples methods

Researched over 25 companies; compiled data on financial performance, corporate actions, strategy and ownership

Managed Professional Investor database; populated with new clients and updated entries with details on current status

Participated in conference calls and client meetings with team in New York, Hong Kong, Dubai, Geneva and São Paulo

MARKET ACCESS PARTNERS / CARGICO GROUP, Taiwan, China (Remote) January 2017 - May 2017

International Consulting Project Participant

Investigated market entry strategy for first commercial healthcare introduction of new biocide in the Netherlands and

Germany with team of three students from Holland, Belgium and India

Interviewed 32 disease control experts, analyzed client interest, hospital regulations, risk, revenue drivers and competitors

ADVANTAGE MICROSYSTEMS, Plano, TX Summer 2016

Technical Marketing Intern, Intern Council President

Analyzed market for new tech training trends and methods such as iTunes, Facebook and Second Life virtual reality

Set strategy to build technical community comprised of blogs, wikis and forums; presented to team and management

ADVANTAGE MICROSYSTEMS, Plano, TX Summer 2015

Learning Services Intern

Created full-day, 80-slide Solaris Operating System course targeted for university students in 12 countries Maintained blog with 300 daily hits

STANFORD / NATIONAL GEOGRAPHIC PTEROSAUR REPLICA PROJECT, Stanford, CA Summer 2014

Outreach Team Member

Built three-meter wingspan flyable pterosaur replica based on African fossils, to draw insight on prehistoric flight dynamics

LEADERSHIP EXPERIENCE

WHARTON COUNCIL, University of Pennsylvania, Philadelphia, PA February 2017 – Present

Allocate $40,000 budget to 43 student organizations and 8 annual school-wide social traditions

Advise six financial clubs by providing funds, resources, support and analysis toward improving event quality and turnout

Selected as one of six students from over 60 applicants, serving population of nearly 2,500 Wharton undergraduate students

OTHER ACTIVITIES

Wharton International Program, Hong Kong: Selected for two-week course; visited Stock Exchange, International

Finance Center and PE firms, learned about HK business and culture, and attended Wharton Global Alumni Forum

Goldman Sachs Women’s Leadership Camp, New York: Discussed financial services industry and built leadership skills

SKILLS

Language: Fluent in written and spoken Russian and German; proficient in Dutch and written Hebrew

Software: Microsoft Excel, PowerPoint, Publisher, Word, Adobe Acrobat

Jodie Martinez

1718 Walnut Street, Philadelphia, PA 19104-6007 ▪ jodiem@wharton.upenn.edu ▪ 516-521-1582

Education

The Wharton School of the University of Pennsylvania, Philadelphia, PA

Bachelor of Science in Economics (expected May 2018)

Concentrations: Health Care Management; Operations, Information and Decisions (OID), Management

Relevant Coursework: VBA & SQL Programming (current), Healthcare Quality & Outcomes, Management of Technology

Cumulative GPA: 3.04 | ACT: 33 | SAT MATH: 710 | SAT VERBAL: 640

Work Experience

Data Informatics Intern, National Institute of Health, Bethesda, MD (June 2017 – August 2017)

Designed interactive, scalable dashboards of OR utilization and staff productivity with filters and drill-down capabilities

using Tableau. Empowered managers to make data-driven decisions and increased transparency and accountability.

Presented dashboards as proof-of-concept to Chief of DPM and CIO of Clinical Center; department moving forward to

adopt software.

Helped gauge stakeholder satisfaction through creation of survey for Chief of Perioperative Medicine.

Researched and recommended validated, proven, and standardized performance metrics and documentation techniques to

help build trust in data and create internal and external benchmarking capabilities. Patient Safety Climate indicator will

be incorporated into Total Quality Management initiative which will inform quality improvement initiatives, and Hand

Hygiene findings will be distributed to Infectious Control Surveillance Program.

Sales and Marketing Intern, Fitango, Manhattan, NY (July 2016 – September 2016)

Performed market research and competitive analysis on health IT industry to identify and contact potential consumer

segments.

Created educational content and product demonstrations which were used in client pitch meetings.

Launched ONC EHR Modular Certification process to increase clients’ ROI through higher government reimbursements.

Managed social media accounts and engaged with leaders in health IT industry to raise consumer awareness of firm.

Emergency Medicine Research Intern, Northshore-LIJ Health System, Manhasset, NY (June 2016 – August 2016)

Used surveys to assess patient satisfaction—a determinant of reimbursement—with Emergency Dept.’s “Split Flow” system.

Reviewed literature and presented research proposal on medically unnecessary cesarean sections to board of ER doctors.

Performed literature searches and reviews on variety of Emergency Medicine topics for academic associates.

Case Competitions

Accenture Case Competition, Winner (November 2016)

Suggested strategic partnership of Merck with digital health firms to create unified platform to encourage medication

adherence and healthy lifestyles, leveraging Merck’s manufacturing, distribution, and commercialization expertise.

APT Case Competition, Finalist (November 2015)

Used Oracle Crystal Ball to maximize profitability of café chain and presented findings to board of APT consultants.

Johns Hopkins University Business Plan Competition, Semi Finalist (January 2015)

Pitched and created business plan for Club Connect, a disruptive online tutoring platform, which included market

analysis, competitive analysis, financial overview, and implementation timeline.

Activities and Skills

Policy Committee and Consulting Committee, MedX Program, University of Pennsylvania (2016 - present)

Partnered with Mack Institute for Innovation and Johnson & Johnson to lead planning of first annual case competition.

Conducted market research for mDoc LLC on potential medical devices and technologies to be integrated with platform.

Student Mentor, Community School Student Partnerships, University of Pennsylvania (2016)

Hospital Administration Committee, Wharton Undergraduate Health Care Club, University of Pennsylvania (2016 - 2017)

Women’s Club Volleyball, University of Pennsylvania (2014 - Present)

Computer Skills: Microsoft Excel, Python, MATLAB, Tableau, PowerPoint, NetLogo, JMP, Sunrise EMR

SOPHIA YIN

Applewood Ct., Vienna, VA 22033 (517) 555-1212 sophia@wharton.upenn.edu

EDUCATION

UNIVERSITY OF PENNSYLVANIA – WHARTON SCHOOL

Bachelor of Science in Economics, Concentrations in Finance, Marketing, and Strategic Management

Philadelphia, PA

December 2017

Cumulative GPA: 3.7/4.0

Honors and Organizations: Magna Cum Laude, Dean’s List, Pi Delta Phi (National French Honor Society), Alpha Delta Pi

VIENNA HIGH SCHOOL

Advanced Studies Diploma

Vienna, VA

June 2014

Honors: 4.5/4.0 GPA, Departmental Award in Mathematics, First Place – American Statistical Association 2012 National

Statistics Project Competition, National AP Scholar, National Honor Society, VDOE Governor’s French Academy Graduate

PROFESSIONAL EXPERIENCE

DEUTSCHE BANK

Investment Banking Summer Analyst – Global Industrials Group

New York, NY

June 2017 – August 2017

Developed client presentations presenting market data and built financial models using comparables, DCF, and LBO analyses

Selected Transactions:

Evaluated acquisition of fleet management company

— Built accretion/dilution model to compare effects of all-debt, all-equity, and 2.0x leverage transaction structures

Executed ~$450mm secondary equity offering of U.S. Steel Corporation (August 2017)

— Prepared internal memo for ECC, composing financial performance and company overview sections

Summer Project: Evaluated merger of two industrial machinery companies

— Built DCF valuation model to obtain proposed valuation for 100% of target company’s equity

— Presented investment logic and comprehensive pro forma analyses to jury panel of managing directors and directors, honored as second runner-up in group project competition

SOCIÉTÉ GÉNÉRALE CORPORATE AND INVESTMENT BANKING

Global Markets Intern – Commodity Trading

Compiled and maintained client lists from three global offices and facilitated customer interactions

New York, NY

June 2016 – August 2016

Streamlined processes for weekly commodity market updates using VBA, reducing time spent by 75%

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

Honor Student (Intern) – Office of Public Affairs

Washington, DC

May 2015 – August 2015

Evaluated methods to disseminate investment knowledge to public, facilitating implementation of digital strategy plan

Led efforts to facilitate communication and coordinate with news agencies, expanding contacts database twofold

EXTRACURRICULAR EXPERIENCE

MACK INSTITUTE FOR INNOVATION MANAGEMENT Philadelphia, PA

Website and Communications Assistant – Innovation Management September 2014 – Present

Developed email newsletter marketing strategy aimed toward industry stakeholders, increasing website traffic by 19%

Jumpstarted “When Things Go Wrong” website initiative, populating initial site and tripling website readership

SMART WOMAN SECURITIES AT THE UNIVERSITY OF PENNSYLVANIA Philadelphia, PA

Chief Executive Officer January 2017 – Present

Coordinated with eight-member Executive Board and five-member Junior Board to execute daily club operations

Spearheaded efforts to double membership within single semester and successfully executed 12 speaker events

THE ODYSSEY AT THE UNIVERSITY OF PENNSYLVANIA

Editor in Chief

Philadelphia, PA

July 2014 – March 2016

Managed 27-member staff, proofread and directed weekly editorial content, and led campus recruitment efforts

Executed initiative to interview Mark Cuban of Shark Tank, publishing article that acquired 33,864 hits in one week

ADDITIONAL

Languages: Fluent Mandarin Chinese (spoken), business proficiency in French (spoken and written)

Programs and Technology: Microsoft Office (VBA, Solver, Crystal Ball), HTML, JMP, Adobe Creative Cloud, Social Media

Interests: Fashion, retail, entertainment, journalism, graphic design, and automobiles

Jennifer Smith 43 Strafer St., Cincinnati, OH 45226 | 310 S. 40th

Street, Philadelphia, PA 19104 | 523-555-1212 | jensmith@wharton.upenn.edu

EDUCATION

THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA, Philadelphia, PA Graduating May 2018

Candidate for Bachelor of Science in Economics

Concentrations: Finance | Operations, Information & Decisions – Business Analytics

Cumulative GPA: 3.33

Relevant Courses: Advanced Corporate Finance, Programming for Business Analytics, Business Statistics, Decisions Processes

UNIVERSITY COLLEGE DUBLIN, QUINN SCHOOL OF BUSINESS, Dublin, Ireland August – December 2016

Exchange Student

CENTRAL HIGH SCHOOL, Cincinnati, OH June 2014

ACT Scores: 34 (English: 35, Math: 32, Reading: 34, Writing: 31, Science: 34)

Honors: National Merit Scholar, AP Scholar with Distinction

Leadership: Varsity Tennis Captain, AFS President

WORK EXPERIENCE

AMAZON.COM, Operations Leadership Intern, Chattanooga, TN Summer 2017

Analytical Experience: Built daily manager reports to analyze performance metrics; recommended actionable strategies to

bridge gaps between expected and actual outcomes to optimize daily performance.

Leadership Experience: Led daily Stand Up meetings with 50+ associates to set daily priorities and operating tactics; built

working relationships and gained trust of associates; learned and executed Area Manager roles and responsibilities.

Project Experience: Partnered with multiple departments; collected and analyzed comprehensive data; implemented best

practice methods to increase item inventory rate; increased productivity by 7%.

Operational Experience: Mastered process flows; participated in Daily Progress Meetings with all management levels; learned

to run shift, including labor allocation and labor move decisions.

FUND EVALUATION GROUP, LLC, Investment Marketing Intern, Cincinnati, OH Summer 2016

Operational Analysis: Analyzed CRM data and Google Analytics metrics to recommend improvements to data quality,

collection, and interpretation; improved customer data usage and addressed gap in CRM utilization.

Business Development: Integrated research team expertise and insights into existing client proposals; interviewed senior

research sector heads (Fixed Income, Private Equity, Real Assets); built revised content.

Client Satisfaction & Marketing Support: Integrated findings from strategic surveys into quarterly client survey; clearly

communicated satisfaction data; assisted marketing team in support and planning of new business opportunity event.

UNITED STATES SENATOR ROB PORTMAN, Intern, Cincinnati, OH Summer 2015

Research: Conducted research for upcoming meetings and events, created briefings and drafted letters for Senate staff.

Constituent Relations: Handled constituent phone calls and processed mail.

Leadership: Represented Senator’s office at Naturalization and Change of Command ceremonies.

LEADERSHIP EXPERIENCE

ACTIVELY MOVING FORWARD, Leadership Team Member May 2017 – Present

Organize and lead bi-weekly meetings; oversee group outreach and educational efforts across Penn’s campus.

Work with university administration to refine policies.

PENN PALS, Finance Chair August 2017 – Present

Create, maintain and analyze club budget of ~$1,500; oversee day-to-day finances; coordinate fundraising efforts.

ALUMNI ORGANIZATION, Student Ambassador December 2016 - Present

Created role to engage incoming freshmen to welcome and answer questions; organize bi-annual events in Cincinnati.

ADDITIONAL INFORMATION

Skills: Proficient in Excel VBA, SQL and Python; Six Sigma Yellow Belt Certified; proficient in written and spoken German

Member: Alpha Phi Fraternity, Wharton Women

Wharton International Program Participant: Selected for two-week program in Denmark, Sweden and Finland; gained

knowledge of regional business practices, explored global business models, and learned about business strategy through site

visits and lectures.

Jordan Gallagher

School: 3980 Spruce Street, Apartment 15, Philadelphia, PA 19104 (555) 555-1212

Home: 17 East Street, Boca Raton, FL 33496 jeg@wharton.upenn.edu

EDUCATION ____________________________________________________________________________________

University of Pennsylvania, Wharton School, Philadelphia, PA

Bachelor of Science in Economics, Concentrations in Real Estate & Finance Expected Graduation May 2018

GPA: 3.79/4.00 | Wharton School Dean’s List (2015-2016)

Relevant Coursework: Real Estate Investments, Real Estate Law, Real Estate Entrepreneurship, International Real Estate

Completed day-long Training the Street financial modeling course in Excel

REAL ESTATE EXPERIENCE _____________________________________________________________________

Linneman Associates, Intern, Philadelphia, PA October 2015 – Present

Write and edit market close-ups and other content for The Linneman Letter quarterly publication; assist in preparation of

Dr. Linneman’s presentations, publications, and consulting projects; collect and maintain quantitative data

Wrote several Market Close-ups including Philadelphia Hotel (Winter 2015-2016), Phoenix Industrial (Spring 2016), and

Houston Office (Summer 2016)

Vornado Realty Trust Acquisitions & Capital Markets Group, Summer Analyst, New York, NY June 2016 – August 2016

Served as summer analyst at $30 billion, fully-integrated REIT with large asset concentration in New York City and

Washington, DC markets

Utilized Excel and Argus to underwrite acquisition opportunities and to manage portfolio assets

Performed analysis, prepared investment memo, and presented to senior management on mixed-use redevelopment deal

Worked on deal team to value and prepare bid on 11-asset portfolio comprising 4.9 million SF in Manhattan

Prepared refinancing loan book for $600 million asset

Valued leading hotel REIT and cinema operating company with real estate holdings, worked on sale/leaseback model for

major department store, and evaluated bankrupt supermarket’s real estate holdings (utilized Green Street and Capital IQ)

Performed asset-level due diligence, conducted market research on submarkets of New York City and London, prepared

maps with zoning and ownership details, and analyzed competitors’ assets

Collaborated and toured properties with Vornado’s leasing, development, and operations teams; participated in weekly

pipeline meetings

CBRE Capital Markets Multi-Housing Group, Summer Analyst, Fort Lauderdale, FL May 2015 – July 2015

Worked as summer analyst on top-producing CBRE multi-housing team in Florida by transaction volume ($1.2b of state-

wide $3.5b in 2014); worked with Institutional and Private Capital groups; recent notable deals include Related’s $234m

acquisition of W Fort Lauderdale Hotel & Residences and record-breaking $100m/acre sale of Miami waterfront land to

foreign investors

Utilized Excel to create and analyze condo, apartment, and land pro forma models and to improve underwriting templates;

conducted market research and due diligence to help position properties and write offering memorandums; visited and

reported on potential development sites; and updated and redesigned Google Earth database of thousands of South Florida

property sites

LEADERSHIP EXPERIENCE _____________________________________________________________________

Wharton Undergraduate Real Estate Club, Co-President (former Treks Committee Member) April 2015 – Present

Serve as student liaison to Zell/Lurie Real Estate Center, university administration, and industry professionals

Responsible for overall Club direction by overseeing Directors of the Investment, Careers, Treks, Speakers, and

Membership committees and other board members

Organized day-long Toll Brothers tour of corporate offices, property sites, and manufacturing plants; meeting with Oaktree

Capital’s New York Real Estate team; and educational seminar with Penn’s Executive VP & Director of Real Estate

Wharton Management Club, Co-President (former Vice President – Speakers and Events Committee) April 2015 – Present

Lead eight-member team charged with planning on-campus speaker events and conferences

Managed Union Square Hospitality Group/Shake Shack brand awareness event; moderated discussion with Danny Meyer

Wharton Ambassadors, Member September 2014 – Present

Selected to represent Wharton to prospective students by conducting information sessions

JAMIE SONG

3040 Market Street, Philadelphia, PA 19104 | jamies@wharton.upenn.edu | 945-555-1212 | https://www.linkedin.com/in/jamiesong

EDUCATION

The Wharton School, University of Pennsylvania, Philadelphia, PA Graduation: May 2018

Candidate for Bachelor of Science in Economics

Concentrations: Management; Marketing; Operations, Information & Decisions (OID)

Minor: Music || Language Certificate: Mandarin

Cumulative GPA: 3.67/4.00 || Honors: Dean’s List (2015-2016)

Relevant Courses (*current): Strategic Brand Management; Marketing Strategy; Negotiations*; Organizational

Behavior*; Entrepreneurship; Corporate Finance; Monetary Economics & Global Economy; Managerial Accounting

WORK EXPERIENCE

ACE Marketing Intern, Microsoft Corporation, Redmond, WA May 201 7 — August 2017

Researched 96 global subsidiaries and over 200 international markets to determine globalization and localization

scope needed to set standardized site framework

Developed strategic prioritization model to determine alignment plan for bringing countries in Tier 1 through 4 onto

consistent site framework and branding

Formally presented to 49 global subsidiary representatives in international conference call and engaged with 14

individual subsidiaries to initiate site localization process

Onboarded and launched 3 global sites to standardized framework by conclusion of 12-week internship

Marketing Intern, The Cresca Group, Atlanta, GA May 2016 — July 2016

Prepared pitch materials to establish client partnership with Uber (to be presented after end of internship)

Conducted market research on ride-sharing and e-commerce retailing trends in preparation for client projects

Optimized posting onto social media platforms using A/B testing methodologies to increase online engagement

Applied Agile framework and modified Scrum methodology in marketing environment

Residential Advisor, Harrison College House, Philadelphia, PA January 2016 — Present

Mitigated various conflicts between floor residents by serving as third-party mediator in discussions

Organized monthly floor and house events for residents to strengthen community in building

ORGANIZATIONAL & LEADERSHIP EXPERIENCE

Marketing Undergraduate Students Establishment (MUSE) August 2015 — Present

Nonprofit Engagement Manager of Community Service Consulting Committee

Designed strategies for five non-profit organizations to improve online engagement and targeting strategies based on

market data gathered

Conducted extensive customer segment research for two non-profits by conducting surveys and interviews to

identify new customer profiles for clients to target

Managed project timelines and communication with client stakeholders on behalf of MUSE consulting team

Wharton China Business Society (WCBS) August 2015 — Present

Director of Marketing & Operations Program

Doubled number of likes and post reach on Facebook page within five months to increase brand awareness

Launched two campaigns featuring blog articles and member profiles to boost engagement on Facebook page

Redesigned and managed content on society website through Wix platform throughout school year

PennYo (Penn’s Premier Chinese A Cappella Group) August 2014 — Present

Music Director, Former Production Concert Manager

Produced first studio album in five years for group as Music Director

Organized first sold-out concert in group history as Production Concert Manager

Redesigned entire website via Wix platform to signal new mission of fusing English and Chinese music

SKILLS & INTERESTS

Computer Skills: Excel, PowerPoint, Photoshop, InDesign, Final Cut Pro, Hootsuite, Wix Website Editor, MailChimp

Language Skills: Proficient in Chinese (three years), conversational in Spanish (four years)

Interests: Photography, uploading covers to SoundCloud, reading, MUSE (alternative UK rock band)

Carter Johnson carterj@wharton.upenn.edu | (919) 555-1212

School Address: Harnwell College House, 3820 Locust Walk MB 261, Philadelphia, PA 19104

Permanent Address: 11 Palm Lane, Umm Suqeim 3, Dubai, U.A.E.

EDUCATION

University of Pennsylvania, Jerome Fisher Program in Management and Technology Philadelphia, PA

School of Engineering and Applied Science: BSE in Computer Science, Minor in Mathematics May 2018

The Wharton School: BS in Economics, Concentrations in Finance and Management May 2018

Cumulative GPA: 3.98/4.00 | Honors: Wharton Dean’s List & Engineering Dean’s List (May 2015)

Dubai College (High School) Dubai, U.A.E.

SAT Scores: Math 800 | Writing 760 | Reading 730 June 2014

A Levels: Mathematics A* (581/600), Physics A* (597/600), Chemistry A* (594/600), Economics A* (396/400)

AS Levels: Further Mathematics A (290/300)

PROFESSIONAL EXPERIENCE

Wharton Small Business Development Center, Consultant, Philadelphia, PA October 2015 - Present

Consulted for real estate appraisal management software company ($7MM annual sales revenue) and identified potential

growth opportunities for diversification in revenue streams

Analyzed market space for commercial real estate appraisal management software industry and estimated an upper bound

for potential revenue generation for new product in this space ($30MM annual revenue)

Developed Excel interactive sales tool to communicate economic value to customer given set of inputs, such as cost of

appraisals and cost of Full Time Equivalents (FTEs)

Management & Technology Summer Institute, Residential Teaching Assistant, Philadelphia, PA July 2015 - August 2015

Supervised 50 high-achieving high-school students through completion of college course in Engineering Entrepreneurship

that involved thinking of a technology-related business idea and creating an associated market plan

Advised students on appropriate business plans for their product concepts and discussed getting to market strategies for

prototypes

Facilitated successful construction of product prototypes by acting as technical resource in lab

LEADERSHIP EXPERIENCE

Penn Cricket Club, Vice-President, Philadelphia, PA August 2014 - Present

Elected by other board members to promote growth and success of club at Penn

Coordinated weekly training sessions to develop players’ skills and assisted with team selection

Worked to increase campus awareness of club and gain recognition for its achievements as Penn’s most successful sports

club between 2014 and 2015

Dubai College, Deputy Head Boy, Dubai, U.A.E. May 2013 – May 2014

Elected by 100 staff and 120 students as leader of Senior Student Body due to outstanding academic achievement, social

involvement, and sporting excellence

Managed multiple administrative duties and was highly involved with academic changes in school, particularly those

involving student life

UAE U-19 National Cricket Team, Vice-Captain, Dubai, U.A.E. February 2012 – May 2013

Selected by coaching staff to assist captain with on-field leadership

Supported captain with organizational duties and input for tactical decision-making

Captained Dubai College Senior Cricket Team involving tactical decision-making and motivational abilities

HONORS and AWARDS

PennApps, ‘Best Use of Plaid API’ Prize Winner, Philadelphia, PA September 2016

Developed back-end of Pava, an interactive website that displays bank statements based on importance and interest of

transactions rather than chronology, with two other team members

Employed Stochastic Gradient Descent on training set of data to predict interest level of new transactions

Penn Cricket Club, Philadelphia, PA August 2014 - Present

Selected as MVP American College Cricket Ivy League Championship (2014)

Dubai College Cricket, Dubai, U.A.E. January 2010 – May 2014

Recognized 4x MVP DC Senior Team (2011-2014), UAE U-17 National Cricket Team Player (2010)

SKILLS and INTERESTS

Language: Conversational French

Computer Skills: Fluent in Java; proficient in C, OCaml and Arduino; familiar with Python; proficient in Microsoft Office Suite

Interests: Basketball | Squash | Soccer | Badminton | Gaming