Shyam D.

Managing Director, Growth and Middle Market Technology Banking, Global Corporate and Investment Banking - Americas • Source new business and deepen existing accounts with mid-corporate tech & media companies • Drive strategic and capital structure discussions with executive management and solve for their debt financing, corporate banking and capital market needs

Managing Director, Technology Media and Telecom, Capital One Commercial Banking • Source new business and deepen existing accounts with mid-corporate tech & media companies • Drive strategic and capital structure discussions with executive management and solve for their commercial banking and financing needs

Sr Relationship Manager, Technology Media and Telecom, Citi Commercial Banking • Source new business and deepen existing accounts for high growth corporate relationships • Drive strategic discussions and develop relationship across all levels of C-suite and treasury departments to grow revenue

Sr Relationship Manager, Technology Media and Telecom, Citi Commercial Banking [Coverage: California, Colorado, Utah, Washington, Wyoming, Oregon] • Source new business and deepen existing accounts for high growth corporate relationships • Drive strategic discussions and develop relationship across all levels of C-suite and treasury departments to grow revenue

Sr Relationship Manager, Citi Commercial Banking, Mid-Corporate Market [Coverage: Northern California, Colorado, Utah, Wyoming, Washington, Oregon] • Source new business and deepen existing accounts for high growth corporate relationships • Drive strategic discussions and develop relationship across all levels of C-suite and treasury departments to grow revenue • Collaborate with partner ecosystem to bring innovative solutions for clients • Business Champion at Citi Venture Capital’s Blockchain Forum

Relationship Manager, Corporate Banking • Sourced new and managed existing corporate relationships for providing global banking solutions to corporate employees • Led the sales management process by adopting a consultative approach and building custom pitch books • Managed and monitored corporate portfolios comprising of banking products and cross border remittance solutions • Built partner channels and networked extensively with external Centers of Influence to widen sourcing base

Relationship Manager • Led team of Affluent Segment Bankers and co-managed multi-million dollar book of business • Launched cross-border secured lending and remittance platform in US and developed product delivery mechanisms

• Implemented cash-flow hedge program for a $1.6 billion deposit base to fund the local assets business and reduce hedge costs • Convened Asset-Liability committee meetings and managed transfer pricing process across portfolio of 12 banking products • Led team of loan underwriters, monitored portfolio performance and negotiated terms with outsourced vendors • Awarded the ‘Champions League’, an honor to the top 1% at Citibank, for performance excellence in process improvement

Serve as an external advisor on SVCFs working group in San Francisco Bay Area to promote the cause and advocate philanthropy solutions

• Developed Investment thesis at Banneker Partners (Private equity firm focused in software/SaaS, Internet and tech services) and evaluated potential investments by conducting investment analysis, building LBO models and sensitivity analysis • Analyzed product-market fit and validated business case through secondary research and interviews with industry experts [Wharton School Engagement]

Audit and assurance - Statutory audits of multinational companies - Due diligence reviews [Arthur Andersen India merged into Ernst & Young]

Financial consulting and Assurance Services Team member of the World Bank aided power sector reforms project for a utility company into power generation, transmission and distribution (a) Developed targeted methodologies to improve recoverability status and enhance working capital (b) Built value proposition for unbundling of business components (privatization), thereby enhancing value for a $6.2 billion enterprise

- Assisted the tax advisory group on financial products (securitization, repos) and fulfillment processes (e-commerce transactions) - Implemented (as a team member) a Work Flow Management System to improve efficiency - Prepared project reports that analyzed tax implications of business reorganization (Demergers, Slump Sale, Amalgamation)

- Assisted in scrutiny of accounts and finalization of audits at corporate level, Internal Audits, etc - Prepared and compiled investment registers, fixed asset registers, stock registers (inclusive of age wise and value wise analysis), and tax payment registers (bifurcating its nature and age)

(1) Co-chair - Wharton Finance Club - 2014-15 (2) Crew on Team Wharton at the Rolex MBA’s Conference & Regatta 2014 (3) Member of the team representing the Wharton School at, (a) “CFA Investment Research Challenge” 2013-14, (b) Pacific Venture Capital Competition 2015 (4) Member of the Executive Team - Wharton Social Impact Conference 2014 and 2015