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