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The Wharton School / Resume Books: Class of 2018 - 1st Year: Financial Services: Insurance
i
Resume Packet
NO. STUDENT GRAD DATE
1 Branscomb, Glenn May 2018
2 Chavez Valencia, Maria May 2018
3 Honda, Takayuki May 2018
4 Jasuja, Nipun May 2018
5 Lee, Jung Hoon May 2018
6 Sowaprux, Watue May 2018
1 / 1
GLENN BRANSCOMB 1619 Spruce St. #5, Philadelphia, PA 19103
+1 404-309-8521 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
MBA Candidate; Major in Business Analytics and Actuarial Science
Philadelphia, PA
2016-2018
VP of Education for Data and Analytics Club; Member of Penn Actuarial Society and Wildmen Hockey club
GMAT: 760/800 (99th
percentile)
UNIVERSITY OF GEORGIA
BS in Statistics & BBA in Management Information Systems
Athens, GA
2009-2013
Cumulative GPA: 3.99/4.00; graduated Summa Cum Laude with Highest Honors
Bernard Ramsey Honors Scholarship (1 of 6): One of UGA’s premier merit-based academic scholarships
Studied abroad at the University of Oxford and at China’s Neusoft Institute of Technology
EXPERIENCE
THE BOSTON CONSULTING GROUP
Consultant (Sept 2015 – May 2016); Associate (Sept 2013 – Aug 2015)
Atlanta, GA
2013-2016
Performed qualitative and quantitative analyses to provide strategic insights to clients across a variety of industries
(Consumer goods, retail, insurance, tech, and travel/tourism) and functional areas (pricing, sales, and digital marketing)
Selected Case Experience:
Pricing and pack architecture strategy case for consumer goods division of $14B food and beverage retailer
Analyzed consumer survey to evaluate brand perception and customers' willingness to pay
Developed tools using Alteryx and Tableau to more effectively measure the ROI of promotional events
Establishment of the BCG Digital Marketing Accelerator
Selected to core team (1 of 4) to build out BCG’s digital marking capabilities and service offerings
Assessed market opportunity, competitive landscape, and BCG's right-to-win in digital marketing space
Led workshops worldwide to design pilot program for one of world’s ten largest advertisers
Designed, executed, and optimized digital marketing campaign in Google's DoubleClick platform for $1B+ home
services company and $20B CPG company, yielding 30% ROI improvements on average
Conducted digital marketing health check of $50B+ retailer to identify near-term opportunities
Developed tools in Python, R, and VBA for monitoring and optimizing campaigns
Operations improvement project for prescription benefit management company
Leveraged data to identify and mitigate operational pain points in Medicare Part D enrollment system
Customer expansion and sales force effectiveness programs for $90B global software company
Built tools to automate dashboard generation and detect potential gaps in customers’ software product portfolios
Facilitated workshops with client teams worldwide to identify new sales opportunities using data-driven approach
Collaborated with client's analytics team to enable client to generate account dashboards in-house
Office Contributions and Achievements
BCG Analytics University: Twice selected as top data analyst in Atlanta to attend analytics conferences in London and Dubai
BCG Atlanta Social Impact Team: Led initiative to increase participation in BCG's charitable donation matching program,
resulting in $25K in matched donations and tripling Atlanta office participation
Atlanta Associate Dean: Appointed to mentor new Associate class as well as organize trainings and social events
DELOITTE AND TOUCHE, LLP
Risk Advisory Intern
Atlanta, GA
Summer 2012
Audited SOX critical applications and servers for several Fortune 500 companies
Tested IT risk controls including backup processes, logical access controls, and change management systems
ADDITIONAL INFORMATION
Certifications: Passed first two Society of Actuaries exams covering Probability and Financial Mathematics
Achievements: Eagle Scout (Boy Scouts of America)
Skills: Proficient in Alteryx, Tableau, SQL, R, and Excel, with experience in Java, Python, and SAS
Interests: Distance sports (Half Ironman and marathon finisher), Domestic travel (visited all 50 states), flying (student pilot)
MARIA ALEJANDRA CHAVEZ VALENCIA 2021 Chestnut Street – APT 1109 ½Philadelphia, PA 19103
+1 267-800-9081 ½[email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration Candidate; Major in Actuarial Science and Finance 2016-2018 • Membership: Wharton Women in Business Club, Finance Club, Consulting Club and Wharton Hispanic and Latin America
Student Association (WHALASA).
UNIVERSIDAD COMPLUTENSE DE MADRID Madrid, Spain University Expert in Excel VBA Programming Applied to Finance and Actuarial Science 2012-2013 • Honors: Graduated with merit honors.
UNIVERSIDAD DE LIMA Lima, Peru Bachelor of Science in Industrial Engineering 2005-2010 • Honors: Graduated top 20% of class. GPA: 4.00 • Internships: AFP Integra – former subsidiary of Dutch Group ING (Summer 2009), BNP Paribas Cardif (2010)
EXPERIENCE
PROTECTA COMPAÑÍA DE SEGUROS. - Subsidiary of Chilean Group Security Lima, Peru Deputy Actuarial and Operations Manager 2015-2016 • Determined company policies for product development, pricing, reserving, reinsurance and asset valuation. • Oversaw operational systems, processes and policies for underwriting, back-office, claim settlement and accounting
valuation of the investment portfolio. Managed a team of 13 including 2 department heads, 2 senior analysts and 9 analysts. • Member of Managerial Team. Member of the Commercial, Actuarial & Operational, Investment and Financial Planning
Committees. Reported to CEO. Conducted monthly presentations to Board of Directors. • Constructed 10-year budget to estimate solvency capitals requirements. • Member of the Actuarial Committee within APESEG (Association of Peruvian Insurance Companies). Represented Protecta
in meetings to discuss the required increase in reserves of retirement annuities, as a result of regulator’s New Mortality Tables (Released in 2015).
Deputy Actuarial Manager 2015-2015 • Installed the Appraisal Value Methodology and developed the VBA model, correcting the value of the Company in -11.15%. • Computed the Appraisal Value used in the acquisition process of Protecta and verified by several outside auditors. • Led technical-actuarial negotiations in the sale of a majority stake of Protecta to Grupo Security. Worked with Lazard IB team. • Selected to work with auditors and consultants in post-acquisition integration: PPA, review of BS for adequacy of provisions
and evaluation of operational systems integration. • Selected as a high potential employee and first one chosen to receive individual coaching from Lee Hecht Harrison – DBM.
Chief Actuary 2013- 2015 • Established methods and constructed models and for product pricing, reserving, reinsurance and financial evaluations. • Developed relationships and negotiated contracts with reinsurance companies: Hannover Re, Swiss Re and Scor SE. • Developed actuarial models (VBA language) that corrected calculation of Company’s liabilities: Adjustment of USD 9.6
MM in future flow of pensions (audited figure) and adjustment of USD 0.18 MM in reserves (audited figure). Developed actuarial models (VBA language) for calculation of IBNR and IBNER reserves (first actuarial models of the Company).
SUPERINTENDENCIA DE BANCA, SEGUROS Y AFP (SBS). - Banking and Insurance Regulator 2012-2013 Actuary Consultant • Programmed actuarial valuation systems - VBA language. Directed actuarial projects: ALM, Reserve valuation, P&L
valuation of unit-linked life insurance products. Conducted account reconciliation. • Selected for internship in SVS (Regulator in Chile) to help determine new collective framework for disability, survival and
funeral expenses insurance. • Analyzed international actuarial framework in order to propose reforms or new regulations. Collaborated in new technical
framework for IBNR and IBNER reserves, first usage of actuarial models in calculation. RIMAC SEGUROS Y REASEGUROS. - Peruvian leading insurance company 2010-2011 Risk Analyst BNP PARIBAS CARDIF 2010-2010 Risk Analyst
ADDITIONAL INFORMATION • Certifications: Process Reengineering (Universidad del Pacífico, 2010), Financial Risk Management (Tecnológico de
Monterrey, 2011), Ninth International Specialization Program in Finance and Risk Management (SBS, 2012), Risk Management in Insurance Companies (Toronto Centre of Canada and SBS, 2012), Strategic Risk Management in Financial Institutions (Finanzgruppe Sparkassenstiftung Für Internationale Kooperation, 2012). Training Program in IFRS (E&Y, 2012).
• Language: Spanish (native proficiency)
TAKAYUKI HONDA 1919 Market Street Unit 1115, Philadelphia, PA 19103 | +1-267-586-7898 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance
Philadelphia, PA
2016-2018
Active member of Japan Club, Investment Management Club, PE & VC Club, Wharton Kids Club and Poker Club
Board member of Japan Trek 2017 (Director of Student Communications)
GMAT Score: 770 (99th
percentile)
Pembroke College, UNIVERSITY OF OXFORD
Master of Engineering Science (MEng)
Major in Mechanical & Civil Engineering
Leader of Student Interpreter Group for annual UK study visit of Japanese Public Health Nurses arranged
by Daido Life Insurance Co.
Member, Japanese Undergraduate Society – For networking among Japanese students and alumni
Member, Intramural Soccer League – Participated in matches among colleges at Oxford University
Oxford, UK
2002-2007
EXPERIENCE
NIPPON LIFE INSURANCE COMPANY (NLI)
Manager, International Planning & Operations Department
Tokyo, Japan
2012-2016
Planned organic/inorganic growth strategies for NLI Group’s international insurance and asset management business
Assessed market environment and helped to source potential acquisition targets in line with global expansion strategy
Oversaw project management for overseas M&A in insurance and asset management fields, including discussions with target
firms as well as conducting due diligence with investment banks, lawyers, accountants, and tax advisors
Regularly served as an interpreter in business meetings, both in Japan and overseas, for C-Level NLI executives in order to
facilitate the maintenance of company relationships with various global financial industry-leaders
Served as project manager on $40 million acquisition of US high-yield debt investment management firm, Post Advisory
Group, and played a key role in arranging a distribution agreement for NLI sell its products in Japan; Devised a scheme
involving the set-up of a special purpose vehicle in Delaware to overcome a unique tax issue
Played a key role in discussions with Corporate Planning Department to devise a new mid-term business plan starting from
FY2015 that will allocate $15 billion of capital for expanding NLI’s M&A activities overseas
Led NLI’s freshmen recruiting team, including participation in seminars and 1-to-1 candidate interviews
Assistant Manager, Credit & Alternative Investment Department
2008-2012
Managed real-estate related domestic and overseas alternative investments and loans for NLI’s General Account
Monitored Japanese and global real estate investment trusts (REIT) invested via mutual funds, US commercial mortgage-
backed securities (CMBS) fund, and private equity real estate fund-of-funds
Administered US real-estate investment subsidiaries (e.g. managed consolidation accounting, tax, and legal issues)
Oversaw a $1 billion outsourced US commercial mortgage investment program by setting investment criteria, amending the
investment management agreement, and managing relations with leading US real estate investment firms, Principal Real Estate
Investors and Aegon USA Realty Advisors, Inc.
Prepared and presented reports on real estate market and macro economy in weekly department meetings
Devised and introduced a real estate cycle monitoring tool that took into account various macro-economic data (e.g. GDP,
interest rates, unemployment rates, etc.) to manage investment allocation in overseas real estate
Successfully managed a $3 billion overseas corporate loan portfolio in spite of volatility caused by financial crisis
ADDITIONAL INFORMATION
Certifications: Passed CFA Level I (2014), Chartered Member of Security Analysts Association of Japan (CMA)
Awards: Recipient of NLI full scholarship for MBA studies during 2016-18 based on career performance
Interests: Music (former lead guitarist in punk rock band), Soccer (avid fan)
Languages: Japanese (Native), French (Intermediate)
International Experiences: Lived in Sweden for 5 years (age 5 -10) and UK for 13 years (age 10-23)
Personal: Spouse, Minako (2011-Present). Children, Leo (b. 2013) and Sarah (b. 2015)
NIPUN JASUJA 607-280-5138 2101 Chestnut St Unit 1815, Philadelphia, PA 19103 [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance and Business Analytics
Philadelphia, PA
2016 - 2018
Member of FinTech, Tech, Analytics, Social Impact, Out4Business and Africa clubs
Relevant Coursework: Regression Analysis, Predictive Analytics, Data-driven Marketing
GMAT: 760
CORNELL UNIVERSITY
Bachelor of Science in Mechanical Engineering; Minor in Business
Ithaca, NY
2008 - 2012
GPA: 4.26/4.30, summa cum laude
Merrill Presidential Scholar (recognition for leadership potential and Top 1% GPA), College of Engineering Commencement
Degree Marshall, International Scholar Award (full tuition, room and board)
Co-founded TEDxCornellUniversity; Resident Advisor for upper-class dorm; Head Teaching Assistant for “Introduction to
MATLAB”; UNICEF summer volunteer in Maldives; Co-authored published research paper
EXPERIENCE
OLIVER WYMAN
Financial Services / Insurance specialist for 3,700-person global management consulting firm
Engagement Manager
Associate
Senior Consultant
Consultant
New York, NY
2016
2015 - 2016
2014 - 2015
2012 - 2014
Project, Team and Client Management:
Led team of six consultants to design and implement new underwriting process for a leading US commercial insurer,
achieving more than 50% improvement in processing efficiency
Managed three consultants to build the data and analytics capabilities of a global insurance broker. Identified three new
monetization opportunities, with expected increase in revenue of $150m over three years
Quantitative Analysis and Research:
Developed multivariate logistic regression model using 180m rows of data to forecast operations under stress test scenarios
for a leading US commercial bank. Designed methodology, managed a junior peer and socialized results with senior clients
Designed and built pricing optimization model for a nonprofit health insurer, leading to a 10% increase in client retention.
Conducted diagnostic interviews, researched optimization algorithms, and trained four actuaries on model usage
Researched and drafted a 30-page white paper clarifying misconceptions about the risk characteristics of the commercial auto
lending portfolio of a leading US bank. Submitted paper to federal regulators, receiving positive feedback on the exposition
Internal Accomplishments:
Formulated marketing strategy with partners as the Insurance Business Development Lead, achieving 20% sales increase
Led team of 10 to develop campus hiring strategy and organize recruiting events as the Cornell Campus Manager
Launched a standardized toolkit to benchmark workers’ compensation performance of commercial insurers relative to peers
PRATHAM
Selected to serve a 5-month nonprofit fellowship through Oliver Wyman at an Indian education NGO
Monitoring, Measurement and Evaluation Fellow
New Delhi, India
2014 - 2015
Established new monitoring and evaluation system to promote better decision making for a Pratham initiative focused on
female dropouts. Administered 1,000 people survey to understand vocational skilling challenges faced by Indian adolescents
Selected by Pratham’s CEO to support recruiting and fundraising strategy. Formalized program to attract young professional
talent for 3-6 month projects with the NGO. Managed $200k fundraiser to establish 2,000 libraries across Indian villages
ADDITIONAL INFORMATION
International Exposure: Attended 11 schools in 10 cities across three countries before the age of 18
Statistical Software: Expert level in MATLAB, R, SAS
Languages: Hindi (fluent), French (beginner), Sanskrit (beginner)
Interests: Sketching caricatures, Harry Potter, People Analytics
DAVID JUNGHOON LEE 2020 Walnut Street, Unit 19F
Philadelphia, PA 19103
267-273-4922
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in finance
Philadelphia, PA
2016-2018
Active member of Finance, Veterans, and Korea clubs
GMAT Score: 750 (98th
percentile)
GEORGE FOX UNIVERSITY
Bachelor of Arts in Business Administration; Major in accounting/finance
Newberg, OR
2005-2012
Graduated summa cum laude
Dean’s list (3 semesters); recipient of merit based scholarship
GPA: 3.92/4.00
EXPERIENCE
WILLIS TOWERS WATSON
Reinsurance Broker
Seoul, Korea
2014-2016
Moderated between reinsurers and Korea Electric Power Corporation (KEPCO), which generates more than 85% of South
Korea’s electricity with annual insurance premium volume of $36million; served as intermediary for overseas reinsurance
arrangement
Oversaw unprecedented revaluation of KEPCO power plants; managed the process performed by in-house engineers and
external professionals, resulting in 28% increase in annual fee/premium
Handled large sized Property & Engineering risk placements to global reinsurance markets, including but not limited to:
Kumho Group (as exclusive broker), Samsung Electronics, and LG Chemical
Provided insurance and risk management consulting for international development projects (with insurance premiums
exceeding $1million) including overseas gas terminal project in Myanmar and Steel Mill project in Indonesia; secured
maximum reinsurance capacity in Korean and Singapore markets, and minimized client’s collection risk by restructuring
contractual context, which resulted in winning $1million exclusive annual contract
Won insurance bid for third largest cinema group in Korea against rivals with lower prices; suggested consulting service
emphasizing personal liability claims, a frequent risk factor in cinema business
Global Accounts Manager
2012-2014
Managed 150+ annual insurance policies of 60+ multinational corporation clients operating in Korea, including British
American Tobacco, Cigna, Diageo, Gap, Rolex, Marriott Hotels, Porsche, and Phillip Morris
Oversaw commercial general liability insurance for all five Marriott hotel chains in Korea; provided insurance consulting for
Pangyo Marriott from its construction stage to final operation, as well as insurance for its vendors
Selected to lead expense control task force team; successfully reduced gift, entertainment and hospitality expenses by 20%
Represented Willis Korea in Willis Asia Task Force team in group’s effort to implement new global accounting system
(EBIX eGlobal) in Asian offices; minimized error and loss time by initiating implementation of automated client billing
system
REPUBLIC OF KOREAN ARMY
Machinery Equipment Supply Sergeant at 39th
Infantry Division
Changwon, Korea
2007-2009
Issued machinery equipment for battalion’s machinery inventory
Represented battalion in 2008 Republic of Korea Armed Forces Day event in Seoul as exemplary soldier
ADDITIONAL INFORMATION
Interests: Travelling to breweries, Racquetball, European Soccer
Positions: Youth leadership member for community outreach at Joyous Church; volunteered for serving local elderly
seniors and homeless
Languages: Native speaker of Korean
WATUE SOWAPRUX 1919 Market Street, Unit 1509 | Philadelphia, PA 19103 | (917)-327-3486 | [email protected]
EDUCATION
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Master of Business Administration Candidate; Major in Finance and Business Analytics
Philadelphia, PA
2016-2018
Member of General Management, Finance, FinTech, GUIDE Undergraduate Mentoring, Southeast Asia, Food Clubs
Anticipated coursework: Strategy and Competitive Advantages, Mathematical Modeling and its Application in Finance,
Fundamentals of Actuarial Science, Negotiations
Equity Research Analyst for Wharton Investment Management Fund (manages ~$2mm of Wharton’s endowment)
COLUMBIA UNIVERSITY
Bachelor of Science in Operations Research-Engineering Management Systems, Minor in Economics
New York, NY
2008-2012
Senior Advisor of Southeast Asia Development & Service (advise on student opportunities for international development)
Funding Coordinator of Global Brigades: Microfinance (led effort to raise $46K towards building community bank in Ghana)
EXPERIENCE
CITIGROUP
Assistant Vice President – Credit Trading Market Risk
- Youngest employee recognized by Chief Risk Officer’s office for outstanding work and contribution
Analyst (Risk Rotational Program)
New York, NY
2015-2016
2012-2014
- Completed 1.5-year rotation program in Credit Trading Market Risk, Hedge Fund Counterparty Credit Risk, Risk Analytics
- Consistently achieved top rating; Promoted early to AVP in January 2015
Strategic and Quantitative Analysis
Modeled bank’s $8mm ($/+1bps) fixed income derivatives portfolio; performed scenario analysis on potential profit and loss
and presented/defended methodologies before regulators resulting in Citi receiving ‘cleanest’ pass approval from Fed
Initiated and wrote weekly commentary covering $6bn US investment grade/high-yield cash and $1.5bn global collateralized
loan obligation desks covering market trends, potential high-risk exposure, and industry research, reducing P&L volatility
Built indicators and metrics frameworks proving hedge trades mitigated risk of Citi’s traded fixed income inventory to
comply with Volcker Rule (new legislation), tasks formerly managed by a Director
Created an optimization model by running comparative analyses of global exposure vs. bank capital for senior management
to regularly assess unwarranted exposure concentrations across geography and industry
Leadership and Teamwork
Led 12-member team to implement streamlined IT solution to manage compliance with Dodd-Frank Act that calculates
capital requirements reducing both calculation and analysis time from one month to one week
Conducted on-site due diligence meetings with hedge funds to ensure macro views, portfolio construction, and risk tolerance
were within margins of counterparty credit risk
Supervised junior analysts on a project to measure trading desk risk capital, exposing 80-110% understated capital by
pressure testing current assumptions
Initiated and developed training material on fixed income products bridging knowledge gaps among support teams
ANVIL ADVISORS – financial advisory services, specializing in independent valuation for tech start-ups
Intern
New York, NY
Jun – Dec 2010
Performed financial analysis on pre-IPO stage companies; managed research and valuation models including comparable and
multiples analysis on a portfolio of eight companies
Drafted company valuation reports leveraging data from client due diligence meetings, industry market research, and legal
document review to enable equity administration for private companies
ADDITIONAL INFORMATION
Community: New York Cares tutor for group of 8 in 8-month SAT program (2 years); Accion MicroConsulting Program
volunteer advising an educational bookstore owner on wholesale pricing, expanding buyer network, and book-keeping
Interests: Microfinance (implemented community-based credit and savings framework in Ghana and Honduras empowering
women with financial independence), Personal Investing, Triathlons (placed 2nd in age group at 2015 NYC Central Park
Sprint; competed in NYC, London, Philadelphia Tris), Volleyball, Skiing
Designations: CFA Level II Candidate
Languages: Native speaker of Thai
