PLACEMENT AGENT DORADO BEACH RESORT Accomplishments GPA: 3.6 4.0 NCAA ITA Varsity Scholar-Athlete Award Winner Yale University Varsity Tennis Team Division 1 NCAA Recipient Stuart B. Ludlum Award '69 Skills Licenses Proficient DBC Finance (Municipal Bonds), Argus Real Estate, SNL Financial, Bloomberg, Capital IQ, Thomson One Banker, Factset Microsoft Office products (expert Excel); FINRA Series 7 License Athletics Interests Marathon Running, Tennis, N.Y. Yankees, N.Y. Giants, Military History, Politics Traveling Professional Experience May 2014 Current Company Name － City State Organized structured Platinum Banking team FirstBank Puerto Rico (NYSE: FBP). Led development private banking group dedicated strictly Act 20 Act 22 (Tax Exemption Laws 2012) clients moved Puerto Rico. Led team experienced motivated private banking professionals dedicated serving Act 20/22 clients suitable financial needs Provide broad range services including business individual deposit accounts, commercial loans, cash management services, high-yield accounts, credit cards, mortgages, leasing, OREOs resources available Bank Placement Agent Dorado Beach Resort January 2007 January 2012 Company Name － City State Representative Highlights: ◦ Achieved 45% market share 200 clients less 1 year aggregate deposits $30 mm ◦ Achieved highest rank among officers deposits, accounts cash management sales (Platinum Business Banking) UBS Financial Services Incorporated Puerto Rico Investment Banking Corporate Public Finance Group San Juan, P.R. (Associate Director 2007 2012 Director 2013 2014) Created dynamic financial models, including DCF, tax credit analysis, investment return analysis, capitalization rate-based multiple-based valuations sell-side buy-side advisory transactions Analyzed AFICA's, new money refunding debt, well equity offerings issuers; including hotel real estate developments, financial institutions, general industrials, Government Puerto Rico several authorities Assisted UBS Asset Managers P.R. financial analysis issuance structured products mutual funds Executed lead underwriter, advisor placement agent $14.1 bn, $3.1 bn $428 mm municipal, corporate, mutual fund (closed-end open-end) transactions, respectively totaling $2.9 bn (Municipal Debt) ◦ Joint Lead Underwriter P.R. Sales Tax Financing Corporation Series 2008A 2009B totaling $1.9 bn (Municipal Debt) ◦ Joint Bookrunner Popular Preferred Stock Series B Tender Exchange Common totaling $1.3 bn (Corporate Equity) ◦ Joint Lead Underwriter Triple-S (GTS) IPO $203 mm (Corporate Equity) Notes totaling $166 mm (Corporate Debt) ◦ Sole Underwriter P.R. AAA Bond Fund II P.R. Fixed Income Fund VI IPOs totaling $65 mm (Closed-End Funds) Aerostar Transition Director Arranged transition closing 40-yr private concession Luis Muñoz Marin International Airport San Juan, P.R. Aerostar) $615 mm. UBS acted Sole Advisor Co-Lead Arranger. Summer Analyst 2005 Analyst January 2006 January 2007 Company Name － City State Advised Technology, Media Telecom clients wide range potential transactions, including: mergers, acquisitions, private equity investments, leveraged buyouts, capital raising Created dynamic financial models including standalone financing operating models, leveraged buyouts, DCF multiple-based valuations, investment return analysis, merger, credit models Involved aspects deal generation implementation, including coordination business development, execution financial strategic analysis, delivery solutions partnership product groups Executed lead underwriter, advisor placement agent $4.3 bn corporate transactions Representative Transactions: ◦ Joint Lead Arranger target company General Atlantic acquisition Network Solutions $800 mm (M&A) ◦ Sole Financial Advisor target company Comcast acquisition Fandango $200 mm (M&A) ◦ Sole Bookrunner Churchill Ventures (CHV) IPO totaling $108 mm (Corporate Equity) ◦ Joint Lead Arranger Joint Bookrunner Intelsat Senior Unsecured Term Loan $1.0 bn (Corporate Debt) Education B.A. Economics Latin American Studies 2006 Yale University New Haven － City State US Yale University New Haven, CT. B.A. Double Major Economics Latin American Studies (2002 2006) GPA: 3.6 4.0 NCAA ITA Varsity Scholar-Athlete Award Winner English, Spanish 2002 Academia del Perpetuo Socorro High School － City State US Academia del Perpetuo Socorro High School San Juan, P.R. (1998 2002) Languages: English, Spanish (native) Intermediate Brazilian Portuguese Certifications Banker, Factset Microsoft Office products (expert Excel); FINRA Series 7 License Languages Languages: English, Spanish (native) Intermediate Skills Clients, Credit, Investment Banking, Cash, Cash Management, Forecasting, Municipal, Sales, Accounts And, Associate, Credit Analysis, Financial Analysis, Financial Services, Its, Management Sales, Market Share, Mutual Fund, Mutual Funds, Real Estate, Award, Ipo, Business Development, Corporate Transactions, M&a, Solutions, Telecom, Commercial Loans, Leasing, Loans, Middle Market, Closing, Exchange, Fixed Income, Sales Tax, Argus, Excel, Finance, Microsoft Office, Ms Office, Series 6, Series 7