Sonal Patney

4645 Park Commons Drive, #519 Home: 952-378-1510

St. Louis Park, MN 55416 spfa3590@westpost.net Cell: 646-732-9513
Objective
To obtain a role which matches my background and skills in the New York area as
I am relocating.
Education
Columbia University, School of International & Public Affairs 2003
Master of Public Administration (MPA), Concentration: International Economic Pol
icy, GPA: 3.9
Select MPA Papers:
Exploration of GATS for Developing Countries: Impact of Financial Services on Fi
nancial Stability
Brazil's Debt Problem: Lula and the Debt Dilemma
International Economic Cooperation Leads to US Security (US, India & Pakistan Re
lations)
New York University, College of Arts & Science 1997
Bachelor of Arts in Political Science
Professional Experience
The Economic Development Project, Minnesota & New York 7/2010-pres
ent
Founder & CEO
* Launched a national start-up consultancy to service unemployed-turned-entrepre
neurs in the areas of financial literacy, entrepreneurship-related services, and
economic sustainability. Expertise include positioning businesses for capital,
debt management, marketing and communications strategies. Current target market
s include Minnesota and New York. Please see www.theedp.org
Margaret A. Kelliher for Governor Campaign, Minnesota
Political Campaign Consultant 11/2009-6/2010
* Reviewed and contributed to candidate's Jobs & Economic Development Plan (on s
mall business, trade/export promotion). As necessary, researched various issue
areas, ie, jobs, budget, environment.
* Responsible for fundraising; achieved fundraising targets with a 30% increase
in events fundraising and an overall increase. Organized and managed events and
program strategy of events.
* Conducted outreach in minority communities, focusing on the South Asian commun
ity; attended events on behalf of campaign, including for organizations such as
India Chamber of Commerce and The Indus Entrepreneur.
* Reviewed and followed legislative bills for Tax and Higher Education & Workfor
ce Development Finance & Policy committees.
* Expanded local network of legislators, donors, elected officials, lobbyists, n
onprofit and academic professionals. Improved knowledge of Minnesota electoral a
nd legislative process as well as issues: budget, economic development, commerce
, education, environment, LGBT, women, and minorities.
BNP Paribas (French Bank, Banque Nationale de Paris Paribas), New York
Sectors Covered: Aerospace & Defense / Paper & Packaging
Marketing & Relationship Management, Senior Associate 2007-2009
**Developed marketing strategy, prepared budgets and action plans. Responsible
for marketing bank's financial capabilities (primarily loans/capital markets pro
ducts). Tracked and monitored political and financial developments of clients an
d sectors.
* Reviewed information memorandums of debt transactions and advised on investing
the bank's lending capital in deals. Performed industry research and financial
analysis (capital structure review and competitive analysis).
* Served as principle senior management back-up for clients, bank's management,
other departments, including investor relations, legal, credit, and the Presiden
t's office. Represented the bank at meetings, industry conferences, trade shows.
* Collaborated with various internal and external stakeholders on projects, prod
ucing successful results for clients and good working relationships internally.
* Managed two staff colleagues and reviewed credit write-ups and edited, as nece
ssary, ensuring accuracy of analysis and transaction details.
* Participated on BNP Paribas' "Developing Communications Strategy" Task Force,
contributing to strategy development that improved internal communication and ex
ternal communication for our group.
BayernLB (German Bank, Bayerische Landesbank), New York
Structured Finance Group, New York (group was dissolved)
Marketing & Relationship Management, Second Vice President 2006-2007
* Expert on capital markets syndicated loans. Responsible for marketing and assi
sting with deal analysis of lending transactions. Represented bank at investor
conferences and meetings.
* Supervised work of junior staff on presentations and memorandums presented to
Senior Management Committee for approval, ensuring accuracy and completeness of
content.
The Bank of New York Mellon, New York 2001-2006
BNY Capital Markets, Inc.
Syndicated Finance Group, Associate 2005-2006
* Participated on various financings, ranging from $30 million to approximately
$2 billion. Assisted with structuring of investment-grade and non-investment gr
ade syndicated loans, prepared term sheets and contributed to the deal execution
process. Worked with clients and rating agencies.
**Reviewed business plans and provided evaluation, performed financial analysis,
wrote information memorandums, prepared presentations, and contributed in draft
ing credit agreements. Prepared budget reports.
**Organized investor meetings for clients; served as a liaison between the clien
t and investors for successful execution of deals. Worked with internal Sales te
am in responding to investors' questions on deals and ensuring accuracy of detai
ls. Assisted with group's advertising of deals in trade publications.
* Worked with Federal Reserve Bank of New York on annual audits of deals, ensuri
ng group was in compliance with FRB rules throughout deal process.
BNY ConvergEx (formerly B-Trade Services, LLC), Brokerage
Strategic Marketing & Business Development, Associate 2004-2005
* Identified prospects and strategically-targeted new business opportunities for
brokerage firm while working with Sales & Trading leaders, which resulted in in
creased sales.
* Developed brokerage firm's new business pipeline by leveraging Bank of New Yor
k's client lists and by reviewing Bloomberg's client lists (B-Trade's business p
artner).
* Trained and educated Bank of New York Relationship Managers regarding B-trade'
s product offerings through meetings, marketing materials, and presentations to
provide tools for best practices in identifying new clients.
* Received the 2004 Bank of New York Cross-Sell Award from G-Trade Services, an
international brokerage subsidiary of the Bank of New York.
BNY ConvergEx (formerly B-Trade Services, LLC), Brokerage
Credit & Risk Management, Associate 2001-2004
* Responsible for weekly due diligence, credit analysis, write-up, and presentat
ion to Credit Committee chaired by brokerage CEO and Bank of New York credit off
icer. Reviewed entities included domestic and foreign banks, hedge funds, RIAs,
brokers, and other entities with a trading desk.
* Managed oversight responsibility of five broker-dealer subsidiaries on risk ma
nagement issues related to trading under the direction of the group's Director.
UBS Investment Bank (formerly UBS Warburg LLC), New York & San Francisco 1998-
2001
Corporate Finance, Investment Banking
Technology & Media Group, Financial Analyst 1999-2001
* Worked on varying financings, ranging from $15 million to approximately $1 bil
lion, including initial public offerings, follow-on offerings, and private place
ments. Worked with large to mid-cap corporates, venture capitalists, early stag
e start-ups, and industry research analysts.
* Responsible for financial statements analysis and modeling, research, contribu
ted to drafting of prospectus, sales memorandum, and presentations that assisted
senior managers on deals.
Corporate Finance, Investment Banking
Assistant to Executive Director of Technology Investment Banking Group 1998-19
99
Community Service & Memberships
Volunteer:
Co-Founder & President, NYU Alumni Club of Minnesota, (2010-present)
DFL GOTV Volunteer, (phoning and door knocking for Kelliher/Dayton), Minnesota (
2010)
State Delegate, DFL State Convention (elected out of SD60 caucus), Minnesota (20
10)
CD5 Director - Congressional District 5 Committee, Minnesota (2010-2012)
Community Volunteer, Color the Vote Campaign (supported minorities campaign), Mi
nnesota (2010)
Board Member (Finance Committee), Project 515, Minnesota (beginning 2011)
Teacher/Counselor, WomenVenture (training for small business advisory), Minnesot
a (2009)
Organizational Volunteer, Columbia Executive MPA Forum (2003-2009)
Event Organizer, The Hunger Project, New York (2007)
Board Member & Treasurer, City at Peace (nonprofit to help inner-city youth), Ne
w York (2004-2006)
Board Advisor, Tudor City Housing Cooperative, New York (2004-2006)
ESL Teacher, Berlitz Language Institute at Adelphi University, New York (2004-20
06)
UBS Group Leader, New York Times Neediest Cases (collected funds for charity), N
ew York (1999)
Memberships:
Columbia Alumni Club of Minnesota, Indian Association of Minnesota, DFL MAIDA, D
FL Feminist Caucus, Linden Hills Co-Op, TiE-The Indus Entrepreneur (Minnesota),
Net-IP-Network of Indian Professionals (Minnesota and New York), United Nations
Association of New York, US-India Friendship.net, 85 Broads (Goldman Sachs Profe
ssional Women's Network, New York), Columbia University Faculty House (New York)
, NYU Alumni Association-RAN (New York, till 2009)
Additional Information
Languages:
Fluent in Hindi, Spanish (studied 4 years)
Travel:
London, Geneva, Rome, Florence, Nice, Beijing, Shanghai, New Delhi, Mumbai, Sing
apore, Indonesia, Puerto Rico, Dominican Republic, Mexico
* Banking deals list and references furnished upon request