William E. Jocson william.jocson.wg10@wharton.upenn.edu


University of California – Los Angeles, Los Angeles, CA


B.S., Mechanical Engineering, 2004


Lee H. Kalowski lee.kalowski.wg10@wharton.upenn.edu


Union College, Schenectady, NY B.A., Magna Cum Laude and Phi Beta Kappa, Economics and Biology, 2003


Joyce M. Kim joyce.kim.wg10@wharton.upenn.edu


University of Michigan, Ann Arbor B.A., Economics, Minor in Philosophy, 2003


A strategic consulting or corporate development position within the healthcare industry.


The TriZetto Group, Denver, CO Executive Intern, Summer 2009 Worked and traveled exclusively with Co-Founder of $500M health IT and services company. Defined and pro- filed health insurance market for 20 U.S. states in support of business case for $10B market opportunity. Authored white paper on effects and implications of Health Reform on various healthcare constituencies.


Raytheon Space and Airborne Systems, El Segundo, CA Test Director, 2006-2008


Led several cross functional teams in strategic planning and execution of environmental qualification of $6M advanced radar development system. Successful and timely completion led to $800M contract win with Boeing and U.S. Air Force.


Integration and Test Engineer, 2005-2006 Led mechanical engineering efforts on 7 member team to integrate complex radar system onto Boeing 727. Completed project ahead of schedule reducing costs by $40,000.


Process Improvement Engineer, 2004-2005 Analyzed cost and schedule perform- ance indexes from over 10 multi-million dollar programs. Efforts resulted in implementation of improved processes across Systems Engineering Center. Organized training sessions for over a 100 engineers. Obtained Six Sigma Specialist Certification.


To leverage my pharmaceutical/biotech domain knowledge and my background in finance.


Johnson & Johnson, New Brunswick, NJ MBA Intern, Pharmaceutical Group Business Development, Summer 2009 Involved in analysis and execution of two $1B+ acquisitions (Cougar Biotechnology Inc. and Elan Corporation plc). Identified, filtered and evaluated strategic M&A opportu- nities. Presented recommendations to Group Chairman, Group CFO and Global Head of Business Development.


Sanford C. Bernstein & Co., San Francisco, CA


Senior Associate, Global Pharmaceutical Equity Research, 2007-2008


Associate on Institutional Investor- ranked sell-side team. Created financial models, developed company valuation analyses, formulated initial ratings and published reports to support launching of coverage. Lead associate responsible for ongoing research coverage of 5 companies.


Prudential Equity Group, LLC, Menlo Park, CA


Associate, Global Pharmaceutical Equity Research, 2005-2007


Ranked #1 associate on Institutional Investor-ranked sell-side equity research team. Led all aspects of research, modeling, financial analysis and preparing reports on six companies.


“The Pink Sheet,” Chevy Chase, MD Reporter, Business Editor, 2003-2005 Oversaw day-to-day business & financial news coverage, co-managed a staff of six reporters and coordinated coverage decisions with senior editorial directors.


An opportunity in health care marketing.


Genentech, South San Francisco, CA MBA Commercial Operations Intern, Lucentis Marketing, Summer 2009 Conducted market segmentation and interviews to assess opportunity to offer fee-based inventory manage- ment services to retina specialists. Designed strategy for piloting and implementing service offering and provided recommendations on services to offer, key accounts to target, vendor partners and fee structures.


Booz Allen Hamilton, Rockville, MD Consultant, Sr. Consultant, Associate, 2004-2008 Worked with federal health care agencies on program design and implementation. Evaluated over 600 health insurance plans applying to sponsor multi-billion dollar Medicare Prescription Drug Benefit Program (Part D). Developed oversight and monitoring strategy for evaluating health plan sponsors’ compliance with Medicare program requirements. Led design of five-part Part D audit training program and presented to over 200 staff at Centers for Medicare & Medicaid Services. Facilitated measure development for performance dash- board intended to aid senior leaders at National Cancer Institute with meeting research goals.


Advisory Board Company, Washington, DC


Account Management Associate, 2003-2004


Managed marketing campaigns to recruit CEOs and executives at top hospitals to utilize Advisory Board suite of service offerings.


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