Stephanie Kennedy

Work History

Work History
Feb 2008 - Present

Associate Director, Business Development Group

UBS Investment Bank

Charged with working with key stakeholders to implement UBS’s strategy for cross-business collaboration and organic client growth.

  • Client Development Drive initiative of understanding existing client relationships for cross-business opportunities.Mine existing relationship trends to identify and develop strategies for organic client growth. Developed client-centric events that directly have led to gain in new business.
  • Strategic Planning & Execution – Conducted research and analysis to determine group business needs and structure. Developed and executed business plan.Assisted with successful restructuring of an ineffective group to perform as a transparent, high-profile group that has increased: organic client growth with $6bn+ new AUM, the quality of potential transactions for the Investment Bank by 50%, and banker buy-in to cross-sell by 40%. Group’s model currently is being analyzed for global deployment. 
  • Systems & Operations –  Developed and implemented interim CRM tool that allowed the newly structured group to operate as a team and with accountability starting day one.Provided logic and business requirements for re-vamp of the Investment Bank’s existing CRM system. Developed, implemented and trained for multiple systems to execute group’s mandates; systems allow for reporting and knowledge management that currently is not available in the Investment Bank’s CRM system.
  • Communication – Prepare senior management and Board-level presentations on cross-business issues (client strategy, ARS, performance).  Developed BDG’s website and educational resources; coordinate all internal communications about BDG.
Aug 2007 - Feb 2008

Associate Director, Office of Chairman/CEO

UBS Investment Bank

Responsible for driving and implementing cross-business initatives within the Investment Bank as well as UBS Group.

Sep 2006 - Nov 2006


Charged with prospecting targets for portfolio and fund acquisitions for this regionally-focused private equity firm.

  • Results Focused –  Out performed intern class in prospecting statistics and obtaining the most senior management-level meetings.
Jun 2003 - Jul 2005

Senior Acquisitions Associate

Heritage Golf Group

Executed the growth strategy for this national owner / operator of high-end golf courses; hired to develop new business.

  • Transaction Experience – Key member of four-person team that doubled the size of the portfolio in less than 18 months, resulting in expected revenue increase of 167%.  Valuations were primarily DCF, with industry comps used as a secondary method.  Led group of third-party consultants and worked with seller’s management to draft term sheets and troubleshoot deal killers.
  • Market Segmentation & Analysis – Segmented target markets to identify potential acquisition targets. Forecasted market potential through industry statistics and demographics. Traveled to assess the competition for acquisition candidates and make recommendations on pricing.
  • Growth & Solutions – Assessed 100+ potential acquisitions annually; performed due diligence on select candidates by conducting preliminary valuations and in-depth financial analysis. Initiated use of GIS technology to assess acquisition candidates, resulting in decreased acquisition expenses. Executed change management undertaking for an underperforming portfolio club. Club was successfully converted from a daily-fee model to a private club model, improving operational risk.
  • Market Intelligence Created and maintained database tracking properties, sellers, and industry transactions. Used data from industry transactions for benchmarking analysis. Initiated report that communicated industry developments, which provided key data to senior management and select industry contacts; presented findings at company conference to executive and club-level management.
  • Teamwork & Communications – Worked on cross-functional teams to complete and integrate acquisitions. Initiated department meetings to better facilitate intra-department communications. 
Sep 1999 - Jun 2003

Office Administrator / Executive Assistant

Heidrick & Struggles
  • Project Management – For this global leader in executive search, managed administrative functions and conducted research for 60+ search assignments, up to 14 at any one time, for multiple partners in a matrix organization.
  • Industry Exposure – Clients included Fortune 500 public entities as well as portfolio companies for venture capital and private equity firms.


Aug 2005 - May 2007

  • Winner, Sarkady Business Plan Competition.
  • Advisor and Judge, Undergraduate Business Plan Competition.
  • Chair, Ultimate 4 Basketball Tournament.

Consulting Projects

  • Competitive Pricing – For ROI2, a start-up intelligence provider for the healthcare industry, conducted research on competitive landscape and developed pricing strategy for a new product line. Recommendations were presented to and accepted by senior management.
  • Positioning – Recommended positioning for the University of Johannesburg (South Africa) to differentiate its business school in the South African MBA market and compete at the international level.  Recommendations are being used to develop MBA and entrepreneurship curriculum.
  • Entrepreneurial Strategy – Defined business strategy and developed financial, marketing, and operational processes for an entrepreneurial venture to distribute specialty DVD documentaries. Business was launched based on recommendations.
Jun 2006 - Aug 2006

Focused studies on negotiations and change management.

Sep 1997 - Jun 1999

BSC, with Honor

  • Developed a proposal to launch community services and renovate facilities for a non-profit organization.
  • Member, Students in Free Enterprise (SIFE).  Group placed 3rd in Regional Competition.
  • Secretary, Students for Responsible Business.
  • Treasurer, DePaul Entrepreneur Group.


  • Start-Up Advisory – Providing constructive advisory on business plans, investment presentations, and pitch materials for start-up ventures:
    • BranchIT Corporation, a start-up relationship mining solutions provider 
    •, a nascent online gaming venture in Vietnam
  • Coaching
    • Coach, Del Mar Youth Recreational Soccer
    • Assistant Coach, Coronado Youth Recreational Soccer  
  • International Travel
    • North & Central America
    • Caribbean
    • Europe
    • Africa
  • Community Involvement
    • MSB Alumni Engagement Board
    • Bottomless Closet
    • Holiday Bowl - Red Shirt