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
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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
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