Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Liza Cherney Liza Cherney's Credit Suisse Experience July 2013 - July 2014
Job G2 Insurance Services
Industry Financial Services
Experience
G2 Insurance Services October 2014 - Present
Credit Suisse July 2013 - July 2014
Credit Suisse June 2013 - August 2013
Hitachi Consulting April 2008 - June 2011
University of Southern California September 2006 - May 2007
California Association of Physician Groups September 2006 - May 2007
Skills
Change Management, Management, Strategy, Management Consulting, Process Improvement, Leadership, Strategic Communications, Business Analysis, Market Research, Strategic Planning, Marketing Strategy, Consulting, Business Process..., Project Management, Business Strategy, Budgets, Training
Education
Boston College - Carroll School of Management 2011 — 2013
MBA
University of Southern California 2006 — 2007
Master's of Science, Gerontology
University of Southern California 2002 — 2006
Bachelor's of Science, Gerontology
Marin Academy High School 1998 — 2002
G2 Insurance Services October 2014 - Present
Credit Suisse July 2013 - July 2014
Credit Suisse June 2013 - August 2013
Hitachi Consulting April 2008 - June 2011
University of Southern California September 2006 - May 2007
California Association of Physician Groups September 2006 - May 2007
Skills
Change Management, Management, Strategy, Management Consulting, Process Improvement, Leadership, Strategic Communications, Business Analysis, Market Research, Strategic Planning, Marketing Strategy, Consulting, Business Process..., Project Management, Business Strategy, Budgets, Training
Education
Boston College - Carroll School of Management 2011 — 2013
MBA
University of Southern California 2006 — 2007
Master's of Science, Gerontology
University of Southern California 2002 — 2006
Bachelor's of Science, Gerontology
Marin Academy High School 1998 — 2002
Ajay Jadhav Ajay Jadhav's Credit Suisse Experience 1999 - 2000
Job
Industry Computer Software
Experience
Clouds Inc. 2012 - Present
FolioDynamix 2007 - 2010
Network Components LLC 2000 - 2007
Sonata 2000 - 2000
Credit Suisse 1999 - 2000
Fiserv 1996 - 1998
Kaveri Machines 1994 - 1996
Merrill Lynch 1990 - 1993
Skills
SOA, Software Development, Agile Methodologies, Software Project..., Java, Java Enterprise Edition, SQL, XML, SDLC, Requirements Analysis, Web Services, Integration, Enterprise Architecture, HTML, Unix, JavaScript, Fixed Income, Hadoop, NOSQL
Education
Massachusetts Institute of Technology 1986 — 1987
Graduate Student, Artificial Intelligence
Boston University 1985 — 1986
Master of Science (MS), Computer Engineering
SDM College of Engineering 1980 — 1985
Bachelor of Engineering (BEng), Electronics and Telecommunications, First Class with Distinction
Clouds Inc. 2012 - Present
FolioDynamix 2007 - 2010
Network Components LLC 2000 - 2007
Sonata 2000 - 2000
Credit Suisse 1999 - 2000
Fiserv 1996 - 1998
Kaveri Machines 1994 - 1996
Merrill Lynch 1990 - 1993
Skills
SOA, Software Development, Agile Methodologies, Software Project..., Java, Java Enterprise Edition, SQL, XML, SDLC, Requirements Analysis, Web Services, Integration, Enterprise Architecture, HTML, Unix, JavaScript, Fixed Income, Hadoop, NOSQL
Education
Massachusetts Institute of Technology 1986 — 1987
Graduate Student, Artificial Intelligence
Boston University 1985 — 1986
Master of Science (MS), Computer Engineering
SDM College of Engineering 1980 — 1985
Bachelor of Engineering (BEng), Electronics and Telecommunications, First Class with Distinction
Ellen Takagi Ellen Takagi's Credit Suisse Experience March 2001 - December 2002
Job Sr. Vice President Financial Advisor at RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management December 2002 - Present
Credit Suisse March 2001 - December 2002
JPMorgan Chase March 1996 - March 2001
Morgan Stanley January 1980 - March 1996
Merrill Lynch January 1978 - January 1980
Education
Boston College - Carroll School of Management 1972 — 1976
Bachelor of Applied Science (BASc), Marketing
RBC Wealth Management December 2002 - Present
Credit Suisse March 2001 - December 2002
JPMorgan Chase March 1996 - March 2001
Morgan Stanley January 1980 - March 1996
Merrill Lynch January 1978 - January 1980
Education
Boston College - Carroll School of Management 1972 — 1976
Bachelor of Applied Science (BASc), Marketing
Anna Jeter's Credit Suisse Experience October 2008 - May 2009
Job Project Manager Sales Commercial Partners EMEA at QIAGEN
Industry Biotechnology
Experience
QIAGEN September 2013 - Present
AmniSure International LLC, a QIAGEN company January 2013 - September 2013
AmniSure International LLC January 2012 - January 2013
AmniSure International LLC April 2011 - January 2012
AmniSure International LLC April 2010 - May 2011
State Street May 2009 - April 2010
Credit Suisse October 2008 - May 2009
UBS Wealth Management January 2008 - October 2008
Fidelity Investments June 2008 - August 2008
JMU Law Firm June 2007 - July 2007
Skills
International Management, International Business, Product Marketing, Russian, Medical Devices, Competitive Analysis, Business Strategy, Market Research, Business Development, Product Development, Healthcare, Sales Management, New Business Development, Start-ups, Marketing Strategy, Product Launch, Product Management, Strategic Planning, Cross-functional Team..., Business Planning, Negotiation, CRM, Market Analysis, Forecasting, Strategy, Sales, Clinical Research
Education
Boston University 2005 — 2009
Business Administration, Finance and International Management
Boston University - School of Management 2005 — 2009
BS, International Management and Finance
QIAGEN September 2013 - Present
AmniSure International LLC, a QIAGEN company January 2013 - September 2013
AmniSure International LLC January 2012 - January 2013
AmniSure International LLC April 2011 - January 2012
AmniSure International LLC April 2010 - May 2011
State Street May 2009 - April 2010
Credit Suisse October 2008 - May 2009
UBS Wealth Management January 2008 - October 2008
Fidelity Investments June 2008 - August 2008
JMU Law Firm June 2007 - July 2007
Skills
International Management, International Business, Product Marketing, Russian, Medical Devices, Competitive Analysis, Business Strategy, Market Research, Business Development, Product Development, Healthcare, Sales Management, New Business Development, Start-ups, Marketing Strategy, Product Launch, Product Management, Strategic Planning, Cross-functional Team..., Business Planning, Negotiation, CRM, Market Analysis, Forecasting, Strategy, Sales, Clinical Research
Education
Boston University 2005 — 2009
Business Administration, Finance and International Management
Boston University - School of Management 2005 — 2009
BS, International Management and Finance
Troy Renauld Troy Renauld's Credit Suisse Experience June 2013 - August 2013
Job Equity Research Associate
Industry Investment Management
Experience
Bright Rock Capital Management, LLC. May 2014 - Present
Boston College August 2012 - May 2014
Tully & Holland September 2013 - February 2014
Credit Suisse June 2013 - August 2013
Nitsch Engineering October 2007 - August 2012
Morris-Depew Associates, Inc July 2005 - September 2007
Skills
Leadership, Analysis, Finance, Management, Strategy, Market Research, Cross-functional Team..., Business Strategy, Data Analysis, Microsoft Excel, Project Planning, Research, Business Development, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2001 — 2005
Bachelor of Science, Civil Engineering
Bartlett High School 1997 — 2001
Bright Rock Capital Management, LLC. May 2014 - Present
Boston College August 2012 - May 2014
Tully & Holland September 2013 - February 2014
Credit Suisse June 2013 - August 2013
Nitsch Engineering October 2007 - August 2012
Morris-Depew Associates, Inc July 2005 - September 2007
Skills
Leadership, Analysis, Finance, Management, Strategy, Market Research, Cross-functional Team..., Business Strategy, Data Analysis, Microsoft Excel, Project Planning, Research, Business Development, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2001 — 2005
Bachelor of Science, Civil Engineering
Bartlett High School 1997 — 2001
Christian Fessler's Credit Suisse Experience June 2015 - August 2015
Job 2nd Year MBA Candidate in Finance, M&A
Industry Investment Management
Experience
University of Miami August 2014 - Present
Credit Suisse June 2015 - August 2015
GQR Global Markets August 2013 - July 2014
Skills
Credit Risk, Derivatives, Fixed Income, Technical Recruiting, Equities, Financial Risk, Market Risk, FX Options, Quantitative Finance, Investment Banking, Quantitative Analytics, Trading Systems, Capital Markets, Trading, Commodity, Financial Modeling, SAS, Portfolio Management, Risk Management
Education
University of Miami 2014 — 2016
Master of Business Administration (M.B.A.), Finance, M&A
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance & Marketing
Ruprecht-Karls-Universität Heidelberg 2012 — 2012
Study Abroad
University of Miami August 2014 - Present
Credit Suisse June 2015 - August 2015
GQR Global Markets August 2013 - July 2014
Skills
Credit Risk, Derivatives, Fixed Income, Technical Recruiting, Equities, Financial Risk, Market Risk, FX Options, Quantitative Finance, Investment Banking, Quantitative Analytics, Trading Systems, Capital Markets, Trading, Commodity, Financial Modeling, SAS, Portfolio Management, Risk Management
Education
University of Miami 2014 — 2016
Master of Business Administration (M.B.A.), Finance, M&A
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance & Marketing
Ruprecht-Karls-Universität Heidelberg 2012 — 2012
Study Abroad
Noël Ashekian's Credit Suisse Experience February 1999 - December 2001
Job Marketing Communications Manager
Industry Information Technology and Services
Experience
Viscira January 2010 - Present
Hiatus to Stay at Home and Care for Child November 2003 - December 2009
Credit Suisse February 1999 - December 2001
Marsh & McLennan Companies, Inc. October 1990 - December 1997
Skills
Public Relations, Recruiting, Marketing Strategy, Management, Strategy, Marketing, Advertising, Strategic Planning, Leadership, Sales, Account Management, CRM, Digital Marketing, Program Management, Pharmaceutical Industry, Facebook, Competitive Analysis, Lead Generation, Blogging, Press Releases, Research, Public Speaking, Video, Project Management
Education
Boston University 1997 — 1999
MBA
Fordham University 1986 — 1990
Bachelor of Arts
Viscira January 2010 - Present
Hiatus to Stay at Home and Care for Child November 2003 - December 2009
Credit Suisse February 1999 - December 2001
Marsh & McLennan Companies, Inc. October 1990 - December 1997
Skills
Public Relations, Recruiting, Marketing Strategy, Management, Strategy, Marketing, Advertising, Strategic Planning, Leadership, Sales, Account Management, CRM, Digital Marketing, Program Management, Pharmaceutical Industry, Facebook, Competitive Analysis, Lead Generation, Blogging, Press Releases, Research, Public Speaking, Video, Project Management
Education
Boston University 1997 — 1999
MBA
Fordham University 1986 — 1990
Bachelor of Arts
Jorge E. Cañellas's Credit Suisse Experience September 2008 - August 2011
Job Assurance Senior Manager Financial Services Office, Banking and Capital Markets at Ernst & Young
Industry Accounting
Experience
Ernst & Young September 2011 - Present
Credit Suisse September 2008 - August 2011
PwC July 2004 - August 2008
Skills
Accounting, Internal Controls, US GAAP, Sarbanes-Oxley Act, SEC filings, SEC Financial Reporting, Valuation of cash and..., DCF Valuation, Intellectual Property..., Market Risk, Credit Risk, Commercial and Retail..., Investment Banking, Operational Risk..., Financial Analysis, Capital Markets, Banking, Enterprise Risk..., Transfer Pricing, Revenue Recognition, Valuation, SSAE 16, Derivatives
Education
Boston College - Carroll School of Management 2002 — 2003
Master's degree, Accounting
Boston College 1998 — 2002
Bachelor's degree, Accounting
Colegio San Ignacio de Loyola 1992 — 1998
High School
Ernst & Young September 2011 - Present
Credit Suisse September 2008 - August 2011
PwC July 2004 - August 2008
Skills
Accounting, Internal Controls, US GAAP, Sarbanes-Oxley Act, SEC filings, SEC Financial Reporting, Valuation of cash and..., DCF Valuation, Intellectual Property..., Market Risk, Credit Risk, Commercial and Retail..., Investment Banking, Operational Risk..., Financial Analysis, Capital Markets, Banking, Enterprise Risk..., Transfer Pricing, Revenue Recognition, Valuation, SSAE 16, Derivatives
Education
Boston College - Carroll School of Management 2002 — 2003
Master's degree, Accounting
Boston College 1998 — 2002
Bachelor's degree, Accounting
Colegio San Ignacio de Loyola 1992 — 1998
High School
Pietro Fabiani's Credit Suisse Experience 2010 - 2010
Job Global Technical Account Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft June 2013 - Present
Microsoft July 2011 - June 2013
Volunteering Initiatives January 2011 - May 2011
Tamburi & Associati May 2010 - July 2010
Clean World Capital February 2010 - April 2010
Credit Suisse 2010 - 2010
MassDevice March 2009 - December 2009
Ecole de Voile July 2007 - August 2007
Skills
Social Media, Market Research, Analytics, PowerPoint, Microsoft Office, Competitive Analysis, Business Planning, Negotiation, Business Development, Sales, Analysis, Management, Mergers & Acquisitions, Product Development, Salesforce.com, CRM
Education
Boston University 2007 — 2011
BSBA, Finance and Operation & Technology Management
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration
Imperial College 2010 — 2010
Dual, Finance and Operations and Technology Management
Microsoft June 2013 - Present
Microsoft July 2011 - June 2013
Volunteering Initiatives January 2011 - May 2011
Tamburi & Associati May 2010 - July 2010
Clean World Capital February 2010 - April 2010
Credit Suisse 2010 - 2010
MassDevice March 2009 - December 2009
Ecole de Voile July 2007 - August 2007
Skills
Social Media, Market Research, Analytics, PowerPoint, Microsoft Office, Competitive Analysis, Business Planning, Negotiation, Business Development, Sales, Analysis, Management, Mergers & Acquisitions, Product Development, Salesforce.com, CRM
Education
Boston University 2007 — 2011
BSBA, Finance and Operation & Technology Management
Boston University - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration
Imperial College 2010 — 2010
Dual, Finance and Operations and Technology Management
Paul LeBlanc Paul LeBlanc's Credit Suisse Experience June 2012 - June 2014
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors July 2015 - Present
Grimes & Company June 2014 - June 2015
Credit Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Goldman Sachs Asset Management July 2007 - July 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Asset Management
College of the Holy Cross 2003 — 2007
B.A., Economics
Belmont Hill School 1999 — 2003
Dimensional Fund Advisors July 2015 - Present
Grimes & Company June 2014 - June 2015
Credit Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Goldman Sachs Asset Management July 2007 - July 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA, Asset Management
College of the Holy Cross 2003 — 2007
B.A., Economics
Belmont Hill School 1999 — 2003
Phillip Titolo Phillip Titolo's Credit Suisse Experience May 2010 - June 2011
Job Portfolio Manager, MassMutual Investment Management
Industry Financial Services
Experience
MassMutual - Investment Management June 2015 - Present
Boston College Alumni Association - Greater Hartford Chapter January 2012 - Present
Hartford Area Habitat for Humanity February 2012 - Present
Hartford Investment Management July 2011 - June 2015
Credit Suisse May 2010 - June 2011
United Technologies September 2008 - August 2009
Siegel, O'Connor, O'Donnell, & Beck, P.C. March 2008 - August 2008
Skills
Hedge Funds, Investments, Fixed Income, Portfolio Management, Private Equity, Investment Management, Trading, Financial Modeling, Pensions
Education
The University of Connecticut School of Law 2007 — 2011
JD, Corporate Law
The University of Connecticut School of Business 2008 — 2011
MBA, Finance
Boston College 2003 — 2007
BS, Finance, Marketing, HR Studies
MassMutual - Investment Management June 2015 - Present
Boston College Alumni Association - Greater Hartford Chapter January 2012 - Present
Hartford Area Habitat for Humanity February 2012 - Present
Hartford Investment Management July 2011 - June 2015
Credit Suisse May 2010 - June 2011
United Technologies September 2008 - August 2009
Siegel, O'Connor, O'Donnell, & Beck, P.C. March 2008 - August 2008
Skills
Hedge Funds, Investments, Fixed Income, Portfolio Management, Private Equity, Investment Management, Trading, Financial Modeling, Pensions
Education
The University of Connecticut School of Law 2007 — 2011
JD, Corporate Law
The University of Connecticut School of Business 2008 — 2011
MBA, Finance
Boston College 2003 — 2007
BS, Finance, Marketing, HR Studies
Ray Quiroga's Credit Suisse Experience September 2006 - August 2012
Job IT Chief Operating Officer at KPMG LLP
Industry Information Technology and Services
Experience
KPMG LLP August 2013 - Present
UBS August 2012 - August 2013
Credit Suisse September 2006 - August 2012
Citigroup, Inc. July 2000 - September 2006
Paine Webber July 1997 - July 2000
Estee Lauder 1995 - 1997
AT&T 1993 - 1995
Skills
Capital Markets, IT Strategy, Change Management, Finance, Investment Banking, Fixed Income, Business Analysis, PMO, Management, Risk Management, Financial Analysis, Program Management, Equities, Vendor Management, Outsourcing, Business Process..., Business Continuity, Banking, Project Portfolio..., Governance
Education
Boston College 1989 — 1993
BS, Accounting
Xavier High School 1985 — 1989
High School, High School Degree
KPMG LLP August 2013 - Present
UBS August 2012 - August 2013
Credit Suisse September 2006 - August 2012
Citigroup, Inc. July 2000 - September 2006
Paine Webber July 1997 - July 2000
Estee Lauder 1995 - 1997
AT&T 1993 - 1995
Skills
Capital Markets, IT Strategy, Change Management, Finance, Investment Banking, Fixed Income, Business Analysis, PMO, Management, Risk Management, Financial Analysis, Program Management, Equities, Vendor Management, Outsourcing, Business Process..., Business Continuity, Banking, Project Portfolio..., Governance
Education
Boston College 1989 — 1993
BS, Accounting
Xavier High School 1985 — 1989
High School, High School Degree
Matthew Hickerson, Financial Marketing's Credit Suisse Experience 1995 - 2007
Job Americas Head of Corporate Communications & Marketing at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group August 2011 - Present
Independent Marketing and Communications Consulting 2010 - 2011
UBS 2007 - 2010
Credit Suisse 1995 - 2007
New York State Assemby 1994 - 1995
Town of Huntington, NY 1991 - 1994
United States House of Representatives 1986 - 1989
Skills
Public Relations, Advertising, Sponsorship, Strategic Communications, Journalism, Public Policy, Corporate Communications, Marketing Communications, Internal Communications, Digital Marketing, Marketing Strategy, Media Relations, Crisis Communications, Strategic Planning, Integrated Marketing, Financial Services, Social Media, Content Strategy, Online Marketing, Copywriting, Speech Writing, B2B Marketing, Social Media Marketing, Communication Training, Press Releases, Leadership, Newsletters, Brand Management, Event Planning, Product Marketing, Thought Leadership, Strategy, Marketing, Digital Strategy, Brand Development, Investor Relations, Management, Reputation Management, Corporate Branding
Education
Columbia University - Graduate School of Journalism 1989 — 1990
MS, Journalism
Boston University 1982 — 1986
B.A., Political Science, minor in History
Harborfields HS
Macquarie Group August 2011 - Present
Independent Marketing and Communications Consulting 2010 - 2011
UBS 2007 - 2010
Credit Suisse 1995 - 2007
New York State Assemby 1994 - 1995
Town of Huntington, NY 1991 - 1994
United States House of Representatives 1986 - 1989
Skills
Public Relations, Advertising, Sponsorship, Strategic Communications, Journalism, Public Policy, Corporate Communications, Marketing Communications, Internal Communications, Digital Marketing, Marketing Strategy, Media Relations, Crisis Communications, Strategic Planning, Integrated Marketing, Financial Services, Social Media, Content Strategy, Online Marketing, Copywriting, Speech Writing, B2B Marketing, Social Media Marketing, Communication Training, Press Releases, Leadership, Newsletters, Brand Management, Event Planning, Product Marketing, Thought Leadership, Strategy, Marketing, Digital Strategy, Brand Development, Investor Relations, Management, Reputation Management, Corporate Branding
Education
Columbia University - Graduate School of Journalism 1989 — 1990
MS, Journalism
Boston University 1982 — 1986
B.A., Political Science, minor in History
Harborfields HS
Greg Soutendijk's Credit Suisse Experience August 2000 - February 2006
Job Vice President, Head of Corporate Development at International Flavors & Fragrances
Industry Consumer Goods
Experience
International Flavors & Fragrances July 2015 - Present
International Flavors & Fragrances July 2010 - July 2015
IFF March 2006 - July 2010
Credit Suisse August 2000 - February 2006
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Skills
Corporate Finance, Investment Banking, Mergers, Strategy, Financial Modeling, Business Strategy, Strategic Planning, Private Equity, Marketing Strategy, Competitive Analysis, Due Diligence, Valuation
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance & Accounting
Boston University 1986 — 1990
BA, Economics & Psychology
International Flavors & Fragrances July 2015 - Present
International Flavors & Fragrances July 2010 - July 2015
IFF March 2006 - July 2010
Credit Suisse August 2000 - February 2006
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Skills
Corporate Finance, Investment Banking, Mergers, Strategy, Financial Modeling, Business Strategy, Strategic Planning, Private Equity, Marketing Strategy, Competitive Analysis, Due Diligence, Valuation
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance & Accounting
Boston University 1986 — 1990
BA, Economics & Psychology
Allison Ryne's Credit Suisse Experience February 2012 - Present
Job Equity Research Associate at Credit Suisse
Industry Research
Experience
Credit Suisse February 2012 - Present
Leerink Partners August 2010 - February 2012
PwC May 2009 - August 2009
McDonnell Investment Management June 2008 - August 2008
The Riverside Company May 2008 - June 2008
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Excel, PowerPoint, Mergers
Education
Lehigh University - College of Business and Economics 2007 — 2010
Bachelor of Science, Finance and Accounting
Boston College - Carroll School of Management 2006 — 2007
Finance
Credit Suisse February 2012 - Present
Leerink Partners August 2010 - February 2012
PwC May 2009 - August 2009
McDonnell Investment Management June 2008 - August 2008
The Riverside Company May 2008 - June 2008
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Excel, PowerPoint, Mergers
Education
Lehigh University - College of Business and Economics 2007 — 2010
Bachelor of Science, Finance and Accounting
Boston College - Carroll School of Management 2006 — 2007
Finance
Jane Seamans Swan, MBA, CAPM's Credit Suisse Experience March 2012 - May 2013
Job Business System Analyst at MetLife
Industry Information Technology and Services
Experience
MetLife June 2014 - Present
TIAA-CREF January 2014 - April 2014
IBM May 2013 - December 2013
Credit Suisse March 2012 - May 2013
PPD December 2011 - March 2012
Progress Energy July 2011 - December 2011
The Newport Group July 2010 - March 2011
Wells Fargo April 2010 - July 2010
Fidelity Investments Workplace and Personal Investing October 2006 - February 2010
Fidelity Investments May 2003 - October 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Visio, Excel, Forecasting, PowerPoint, Word, Market Research, Proposal Writing, Business Modeling, Regression Testing, Securities, Equity Research, Documentation, Requirements Analysis, Analysis, SDLC, Data Analysis, Risk Management, Microsoft Office, Planning, Problem Solving, Change Management, Management Consulting, Mentoring, Software Documentation, Project Planning, Process Improvement, Training, Testing, Banking, Microsoft Excel, Leadership, Presentations, Meeting Facilitation, Vendor Management, Strategy, Financial Services, Recruiting, Business Requirements, Business Process
Education
Project Management Institute 2012 — 2013
Certified Associate of Project Management (CAPM)
Boston University 2007 — 2007
Certificate, Business Analysis Fundamentals
Colby College
BA Degree, Government; Art
Concord Academy
High School, General curriculum
Cornell University - S.C. Johnson Graduate School of Management
MBA Degree, Marketing
MetLife June 2014 - Present
TIAA-CREF January 2014 - April 2014
IBM May 2013 - December 2013
Credit Suisse March 2012 - May 2013
PPD December 2011 - March 2012
Progress Energy July 2011 - December 2011
The Newport Group July 2010 - March 2011
Wells Fargo April 2010 - July 2010
Fidelity Investments Workplace and Personal Investing October 2006 - February 2010
Fidelity Investments May 2003 - October 2006
Skills
Requirements Gathering, User Acceptance Testing, Business Analysis, Visio, Excel, Forecasting, PowerPoint, Word, Market Research, Proposal Writing, Business Modeling, Regression Testing, Securities, Equity Research, Documentation, Requirements Analysis, Analysis, SDLC, Data Analysis, Risk Management, Microsoft Office, Planning, Problem Solving, Change Management, Management Consulting, Mentoring, Software Documentation, Project Planning, Process Improvement, Training, Testing, Banking, Microsoft Excel, Leadership, Presentations, Meeting Facilitation, Vendor Management, Strategy, Financial Services, Recruiting, Business Requirements, Business Process
Education
Project Management Institute 2012 — 2013
Certified Associate of Project Management (CAPM)
Boston University 2007 — 2007
Certificate, Business Analysis Fundamentals
Colby College
BA Degree, Government; Art
Concord Academy
High School, General curriculum
Cornell University - S.C. Johnson Graduate School of Management
MBA Degree, Marketing
Matthew Perez's Credit Suisse Experience July 2009 - Present
Job Institutional Credit Sales at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2009 - Present
Credit Suisse January 2006 - July 2009
Skills
Bond Markets, Credit, Institutional Sales, Sales, Credit Derivatives, Credit Analysis, Fixed Income, Institutional Investors, Investment Banking, Capital Markets, Financial Markets, Trading, Credit Risk
Education
Boston University 2001 — 2005
BA, Political Science
Xavier H.S. 1997 — 2001
High School
Credit Suisse July 2009 - Present
Credit Suisse January 2006 - July 2009
Skills
Bond Markets, Credit, Institutional Sales, Sales, Credit Derivatives, Credit Analysis, Fixed Income, Institutional Investors, Investment Banking, Capital Markets, Financial Markets, Trading, Credit Risk
Education
Boston University 2001 — 2005
BA, Political Science
Xavier H.S. 1997 — 2001
High School
Alison Sullivan, CFA Alison Sullivan, CFA's Credit Suisse Experience 2000 - 2002
Job Senior Director, at Standard & Poor's Ratings Services
Industry Financial Services
Experience
Standard & Poor's Ratings Services 2014 - Present
Standard & Poor's Ratings Services 2011 - 2013
Standard & Poor's Ratings Services 2004 - 2011
Credit Suisse 2000 - 2002
ING 1999 - 2000
Skills
Fixed Income, Financial Modeling, Valuation, Equity Research, Leveraged Finance, Investment Banking, Hedge Funds, Capital Markets, High Yield, Risk Management, Bloomberg, Bonds, Structured Finance, Securitization, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Boston College
Bachelor of Science (B.S.)
Standard & Poor's Ratings Services 2014 - Present
Standard & Poor's Ratings Services 2011 - 2013
Standard & Poor's Ratings Services 2004 - 2011
Credit Suisse 2000 - 2002
ING 1999 - 2000
Skills
Fixed Income, Financial Modeling, Valuation, Equity Research, Leveraged Finance, Investment Banking, Hedge Funds, Capital Markets, High Yield, Risk Management, Bloomberg, Bonds, Structured Finance, Securitization, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Boston College
Bachelor of Science (B.S.)
Brett Levy Brett Levy's Credit Suisse Experience February 1999 - October 2000
Job Managing Director, HY Research at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2004 - Present
RBC Capital Markets 2000 - 2004
Credit Suisse February 1999 - October 2000
Bankers Trust April 1992 - February 1999
Skills
Leveraged Finance, Private Placements, Investment Banking, Debt, Equity Research, High Yield, Emerging Markets, Bonds, Capital Markets, Equities, CDS, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Mergers & Acquisitions, Valuation, LBO, Financial Modeling, Financial Markets, Portfolio Management, Private Equity, Credit Derivatives, Corporate Finance, Structured Products, Structured Finance, Financial Structuring, Investments, Securities, Equity Derivatives, Trading, Derivatives
Education
M.I.T. 1984 — 1986
MSM, Finance and M.I.S.
Boston University 1978 — 1982
BSBA, Finance and Marketing
Newton North High School 1975 — 1978
High school diploma
Jefferies & Company July 2004 - Present
RBC Capital Markets 2000 - 2004
Credit Suisse February 1999 - October 2000
Bankers Trust April 1992 - February 1999
Skills
Leveraged Finance, Private Placements, Investment Banking, Debt, Equity Research, High Yield, Emerging Markets, Bonds, Capital Markets, Equities, CDS, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Mergers & Acquisitions, Valuation, LBO, Financial Modeling, Financial Markets, Portfolio Management, Private Equity, Credit Derivatives, Corporate Finance, Structured Products, Structured Finance, Financial Structuring, Investments, Securities, Equity Derivatives, Trading, Derivatives
Education
M.I.T. 1984 — 1986
MSM, Finance and M.I.S.
Boston University 1978 — 1982
BSBA, Finance and Marketing
Newton North High School 1975 — 1978
High school diploma
Mylene Calingo Mylene Calingo's Credit Suisse Experience 2005 - 2011
Job ISDA Counsel and Negotiator
Industry Investment Banking
Experience
Credit Suisse 2005 - 2011
Witman Stadtmauer and Michaels 2003 - 2004
Thacher Proffitt & Wood LLP 2001 - 2003
Skills
Derivatives, ISDA, Emerging Markets, Capital Markets, Dodd-Frank, Securities Regulation, Legal Writing, Securities, Structured Finance, Securitization, Swaps, Hedge Funds, Structured Products, Corporate Law, Investment Banking, Due Diligence, Equities
Education
Boston College Law School 1998 — 2001
Doctor of Law (J.D.)
University of the Philippines
Credit Suisse 2005 - 2011
Witman Stadtmauer and Michaels 2003 - 2004
Thacher Proffitt & Wood LLP 2001 - 2003
Skills
Derivatives, ISDA, Emerging Markets, Capital Markets, Dodd-Frank, Securities Regulation, Legal Writing, Securities, Structured Finance, Securitization, Swaps, Hedge Funds, Structured Products, Corporate Law, Investment Banking, Due Diligence, Equities
Education
Boston College Law School 1998 — 2001
Doctor of Law (J.D.)
University of the Philippines
Emily Hardy Emily Hardy's Credit Suisse Experience June 2005 - April 2010
Job Registered Nurse Labor and Delivery at Lucile Packard Children's Hospital
Industry Hospital & Health Care
Experience
UCSF March 2015 - Present
Lucile Packard Children's Hospital March 2013 - Present
Lucile Packard Children's Hospital September 2011 - March 2013
Columbia Student Medical Outreach September 2010 - May 2011
San Francisco General Hospital April 2009 - May 2010
Credit Suisse June 2005 - April 2010
Skills
Healthcare, Nursing, Program Management, Medication..., Registered Nurses, Leadership, Management, Hospitals
Education
University of California, San Francisco 2015 — 2017
Master of Science (MS), CNM/WHNP
Columbia University in the City of New York 2010 — 2011
BSN, Nursing
Boston College 2001 — 2005
BA, English, Communications
UCSF March 2015 - Present
Lucile Packard Children's Hospital March 2013 - Present
Lucile Packard Children's Hospital September 2011 - March 2013
Columbia Student Medical Outreach September 2010 - May 2011
San Francisco General Hospital April 2009 - May 2010
Credit Suisse June 2005 - April 2010
Skills
Healthcare, Nursing, Program Management, Medication..., Registered Nurses, Leadership, Management, Hospitals
Education
University of California, San Francisco 2015 — 2017
Master of Science (MS), CNM/WHNP
Columbia University in the City of New York 2010 — 2011
BSN, Nursing
Boston College 2001 — 2005
BA, English, Communications
Paul Creedon Paul Creedon's Credit Suisse Experience July 2013 - Present
Job Investment Banking
Industry Banking
Experience
Credit Suisse July 2013 - Present
United States Navy May 2006 - April 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Business Strategy, Financial Analysis, Strategy, Investment Banking, Private Equity, Project Management, Due Diligence, Risk Management, Strategic Planning, Management Consulting, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science (B.S.), Finance
John Cabot University 2005 — 2005
Classical Antiquities
The Episcopal Academy 1998 — 2002
Credit Suisse July 2013 - Present
United States Navy May 2006 - April 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Business Strategy, Financial Analysis, Strategy, Investment Banking, Private Equity, Project Management, Due Diligence, Risk Management, Strategic Planning, Management Consulting, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science (B.S.), Finance
John Cabot University 2005 — 2005
Classical Antiquities
The Episcopal Academy 1998 — 2002
Belle (Wei-Jung) Yang Belle (Wei-Jung) Yang's Credit Suisse Experience June 2011 - August 2011
Job Summer Associate at Credit Suisse
Industry Financial Services
Experience
University of Chicago Booth School of Business August 2010 - Present
Credit Suisse June 2011 - August 2011
ICR April 2006 - June 2010
Skills
Financial Modeling, Strategic Planning, Investor Relations, Valuation, Equity Research, IPO
Education
University of Chicago 2010 — 2012
Master of Business Administration (MBA), Accounting, Finance and Economics
Boston University 2004 — 2006
Master of Science (M.S.), Communication and Media Studies
CFA Program, CFA Institute
Passed all three levels of the CFA Program
University of Chicago Booth School of Business August 2010 - Present
Credit Suisse June 2011 - August 2011
ICR April 2006 - June 2010
Skills
Financial Modeling, Strategic Planning, Investor Relations, Valuation, Equity Research, IPO
Education
University of Chicago 2010 — 2012
Master of Business Administration (MBA), Accounting, Finance and Economics
Boston University 2004 — 2006
Master of Science (M.S.), Communication and Media Studies
CFA Program, CFA Institute
Passed all three levels of the CFA Program
Paul R. Perez, CFA Paul R. Perez, CFA's Credit Suisse Experience 1991 - 1995
Job Partner at Delegate Advisors
Industry Investment Management
Experience
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Delegate Advisors February 2012 - Present
Springcreek Advisors LLC 2011 - 2012
Northern Trust Company 2008 - 2011
HRJ Capital 2006 - 2008
Lyon Ventures, LLC 2000 - 2005
US Trust Company of New York 1998 - 2000
The Scion Group LLC 1995 - 1998
Credit Suisse 1991 - 1995
Bankers Trust Company 1987 - 1991
Skills
Wealth Management, Investments, Investment Management, Alternative Investments, Hedge Funds, Financial Advisory, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Family Office, Asset Managment, Wealth, Fixed Income, Private Equity, Equity Research, Financial Markets, Securities, Investment Advisory, Venture Capital, Emerging Markets, Mergers & Acquisitions, Valuation, Financial Services, Fund Of Funds, Due Diligence, Private Banking
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Boston College 1975 — 1976
MA, Philosophy
Loyola Marymount University 1973 — 1975
BA, Philosophy
St; John's College Seminary 1971 — 1973
Robert (Monty) Wilson's Credit Suisse Experience October 2012 - Present
Job Vice President at Credit Suisse Asset Management
Industry Banking
Experience
Credit Suisse October 2012 - Present
Credit Suisse Asset Managemnt August 2011 - October 2012
JP Morgan September 2009 - June 2010
JPMorgan January 2006 - April 2009
Computershare 1998 - 2006
Fidelity Investments 1995 - 1997
Skills
Vendor Management, Call Centers, CRM, Financial Services, Management, Relationship Management, Leadership, Project Management, Securities, Mutual Funds, Strategic Planning, Risk Management, Portfolio Management, Budgets, Human Resources, Business Analysis, Equities
Education
Boston University
Credit Suisse October 2012 - Present
Credit Suisse Asset Managemnt August 2011 - October 2012
JP Morgan September 2009 - June 2010
JPMorgan January 2006 - April 2009
Computershare 1998 - 2006
Fidelity Investments 1995 - 1997
Skills
Vendor Management, Call Centers, CRM, Financial Services, Management, Relationship Management, Leadership, Project Management, Securities, Mutual Funds, Strategic Planning, Risk Management, Portfolio Management, Budgets, Human Resources, Business Analysis, Equities
Education
Boston University
Kate Austin's Credit Suisse Experience June 2015 - Present
Job Summer Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Saks Fifth Avenue February 2013 - June 2014
Saks Fifth Avenue September 2012 - February 2013
Richmond Ballet August 2011 - May 2012
Skills
Visual Merchandising, Merchandising, Retail, Store Management, Retail Sales, Fashion, Loss Prevention, Apparel, Styling, Trend Analysis, Sales, Inventory Management, Store Operations, Customer Service, Window Displays, Merchandise Planning, Trend, Inventory Control, Assortment, Luxury Goods, Customer Retention, Customer Satisfaction
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance
Butler University 2007 — 2011
Bachelor of Fine Arts (BFA), Dance Performance
Credit Suisse June 2015 - Present
Saks Fifth Avenue February 2013 - June 2014
Saks Fifth Avenue September 2012 - February 2013
Richmond Ballet August 2011 - May 2012
Skills
Visual Merchandising, Merchandising, Retail, Store Management, Retail Sales, Fashion, Loss Prevention, Apparel, Styling, Trend Analysis, Sales, Inventory Management, Store Operations, Customer Service, Window Displays, Merchandise Planning, Trend, Inventory Control, Assortment, Luxury Goods, Customer Retention, Customer Satisfaction
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance
Butler University 2007 — 2011
Bachelor of Fine Arts (BFA), Dance Performance
Alex Cushner's Credit Suisse Experience June 2005 - September 2011
Job Managing Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Credit Suisse June 2005 - September 2011
Lehman Brothers October 2000 - June 2005
Cowen and Company February 1995 - October 2000
RBC June 1993 - February 1995
Lehman Brothers November 1992 - July 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investments, Client Service Oriented
Education
Boston College
Robert W. Baird & Co. September 2011 - Present
Credit Suisse June 2005 - September 2011
Lehman Brothers October 2000 - June 2005
Cowen and Company February 1995 - October 2000
RBC June 1993 - February 1995
Lehman Brothers November 1992 - July 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investments, Client Service Oriented
Education
Boston College
Barrett Wilson-Murphy Barrett Wilson-Murphy's Credit Suisse Experience July 2006 - August 2010
Job Corporate Associate at Paul Hastings LLP
Industry Law Practice
Experience
Paul Hastings December 2013 - Present
Northern Trust January 2013 - May 2013
Credit Suisse July 2006 - August 2010
Skills
Passed MA & NY Bar Exam, Fundraising
Education
Boston College Law School 2010 — 2013
Doctor of Law (JD)
Kings College London 2012 — 2012
Trinity College-Hartford 2002 — 2006
Bachelor's degree, Political Science and Government
Paul Hastings December 2013 - Present
Northern Trust January 2013 - May 2013
Credit Suisse July 2006 - August 2010
Skills
Passed MA & NY Bar Exam, Fundraising
Education
Boston College Law School 2010 — 2013
Doctor of Law (JD)
Kings College London 2012 — 2012
Trinity College-Hartford 2002 — 2006
Bachelor's degree, Political Science and Government
Kimberly Hirsch's Credit Suisse Experience June 2010 - February 2012
Job Vice President, Global Sponsorships & Tickets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
Credit Suisse June 2010 - February 2012
EF Education September 2007 - June 2010
Skills
Event Planning, Social Media, Social Networking, Marketing Communications
Education
Boston College 2003 — 2007
BA, International Studies and Communications
New Trier High School
J.P. Morgan February 2012 - Present
Credit Suisse June 2010 - February 2012
EF Education September 2007 - June 2010
Skills
Event Planning, Social Media, Social Networking, Marketing Communications
Education
Boston College 2003 — 2007
BA, International Studies and Communications
New Trier High School
Mark A. Casale Mark A. Casale's Credit Suisse Experience July 2015 - Present
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
KBW October 2013 - December 2013
Pine Brook Road Partners June 2013 - August 2013
Essent Guaranty, Inc. May 2012 - August 2012
Skills
Financial Modeling, Oracle E-Business Suite, Bloomberg Terminal, Internal Controls, Accounting, Finance, Investment Banking, Valuation, Capital Markets, Financial Services, Public Speaking, Leadership, Microsoft Word, Research, Microsoft Excel, PowerPoint
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (B.A.), Business, Organizations, & Society
Boston University 2013 — 2013
London Internship Program, Fall 2013, International Management Track
St. Joseph's Preparatory School 2007 — 2011
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
KBW October 2013 - December 2013
Pine Brook Road Partners June 2013 - August 2013
Essent Guaranty, Inc. May 2012 - August 2012
Skills
Financial Modeling, Oracle E-Business Suite, Bloomberg Terminal, Internal Controls, Accounting, Finance, Investment Banking, Valuation, Capital Markets, Financial Services, Public Speaking, Leadership, Microsoft Word, Research, Microsoft Excel, PowerPoint
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (B.A.), Business, Organizations, & Society
Boston University 2013 — 2013
London Internship Program, Fall 2013, International Management Track
St. Joseph's Preparatory School 2007 — 2011
Audrey Skiera Audrey Skiera's Credit Suisse Experience August 2015 - Present
Job Director, Sr. Wealth Strategist Credit Suisse
Industry Investment Management
Experience
Credit Suisse August 2015 - Present
Huck Bouma PC June 2002 - August 2015
Oak Brook Bank n/k/a MB Financial August 1997 - August 1999
Skills
Civil Litigation, Succession Planning, Guardianship, Insurance, Trusts, High Net Worth..., LLC, Estate Law, Fiduciary, Estate Administration, Charities, Corporate Law, Tax Law, Wills, Estate Tax Planning, Retirement Planning, Arbitration, Nonprofits, Dispute Resolution, Legal Issues, Medicaid, Corporate Governance, Charitable Remainder..., Elder Law, Tax, Limited Partnerships, Gift Tax, Powers of Attorney, Legal Research, Charitable Gift Planning, Contract Negotiation, Public Speaking, Special Needs Trusts, Litigation, Wealth Management..., Revocable Trusts, Estate Planning
Education
Loyola University Chicago School of Law 1999 — 2002
Doctor of Law (J.D.), Tax Law/Taxation
Boston College 1993 — 1997
B.S., Accounting; Operations & Strategic Management
Woodlands Academy of the Sacred Heart 1989 — 1993
Credit Suisse August 2015 - Present
Huck Bouma PC June 2002 - August 2015
Oak Brook Bank n/k/a MB Financial August 1997 - August 1999
Skills
Civil Litigation, Succession Planning, Guardianship, Insurance, Trusts, High Net Worth..., LLC, Estate Law, Fiduciary, Estate Administration, Charities, Corporate Law, Tax Law, Wills, Estate Tax Planning, Retirement Planning, Arbitration, Nonprofits, Dispute Resolution, Legal Issues, Medicaid, Corporate Governance, Charitable Remainder..., Elder Law, Tax, Limited Partnerships, Gift Tax, Powers of Attorney, Legal Research, Charitable Gift Planning, Contract Negotiation, Public Speaking, Special Needs Trusts, Litigation, Wealth Management..., Revocable Trusts, Estate Planning
Education
Loyola University Chicago School of Law 1999 — 2002
Doctor of Law (J.D.), Tax Law/Taxation
Boston College 1993 — 1997
B.S., Accounting; Operations & Strategic Management
Woodlands Academy of the Sacred Heart 1989 — 1993
Anthony Vitiello's Credit Suisse Experience May 2008 - May 2008
Job Trader at Marathon Asset Management
Industry Capital Markets
Experience
Marathon Asset Management February 2014 - Present
Barclays Capital May 2010 - January 2014
Boston College September 2006 - May 2010
Barclays Capital June 2009 - August 2009
Boston College October 2006 - January 2009
JP Morgan Chase May 2008 - August 2008
Credit Suisse May 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Goldman Sachs December 2006 - July 2007
Skills
Capital Markets, Trading, Finance, Bloomberg, VBA, Derivatives, Corporate Finance, Equity Derivatives, Credit Derivatives, Due Diligence, Equity Research, Securities, Risk Management, Asset Allocation, Portfolio Management, Funding, Investments, MBS, Hedge Funds, Investment Banking, Equity Trading, Financial Analysis, Valuation, Financial Services, Bloomberg Terminal, Credit Analysis, Trading Systems, Bonds, Equities, Series 63, Electronic Trading, Emerging Markets, Rates, Leadership, Middle Office, Alternative Investments, Investment Management, Treasury, Asset Management, Private Equity, Mergers & Acquisitions, Series 7, Structured Products, Structured Finance, Fixed Income, Equity Valuation, Financial Markets, Options, Economics, Financial Modeling
Education
Bergen Catholic High School 2002 — 2006
Boston College
Marathon Asset Management February 2014 - Present
Barclays Capital May 2010 - January 2014
Boston College September 2006 - May 2010
Barclays Capital June 2009 - August 2009
Boston College October 2006 - January 2009
JP Morgan Chase May 2008 - August 2008
Credit Suisse May 2008 - May 2008
Merrill Lynch May 2007 - August 2007
Goldman Sachs December 2006 - July 2007
Skills
Capital Markets, Trading, Finance, Bloomberg, VBA, Derivatives, Corporate Finance, Equity Derivatives, Credit Derivatives, Due Diligence, Equity Research, Securities, Risk Management, Asset Allocation, Portfolio Management, Funding, Investments, MBS, Hedge Funds, Investment Banking, Equity Trading, Financial Analysis, Valuation, Financial Services, Bloomberg Terminal, Credit Analysis, Trading Systems, Bonds, Equities, Series 63, Electronic Trading, Emerging Markets, Rates, Leadership, Middle Office, Alternative Investments, Investment Management, Treasury, Asset Management, Private Equity, Mergers & Acquisitions, Series 7, Structured Products, Structured Finance, Fixed Income, Equity Valuation, Financial Markets, Options, Economics, Financial Modeling
Education
Bergen Catholic High School 2002 — 2006
Boston College
Andrew Razman Andrew Razman's Credit Suisse Experience April 2014 - April 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Longitude Capital June 2014 - July 2014
Cornell University January 2014 - June 2014
Credit Suisse April 2014 - April 2014
Mutual Investment Club of Cornell September 2013 - February 2014
Wells Fargo Advisors June 2013 - August 2013
St. Johns Riverside Hospital June 2011 - August 2011
Education
Cornell University 2013 — 2016
Candidate for Bachelor of Science, Applied Economics and Management
Boston University 2012 — 2013
Rye Country Day School 1999 — 2012
J.P. Morgan June 2015 - Present
Longitude Capital June 2014 - July 2014
Cornell University January 2014 - June 2014
Credit Suisse April 2014 - April 2014
Mutual Investment Club of Cornell September 2013 - February 2014
Wells Fargo Advisors June 2013 - August 2013
St. Johns Riverside Hospital June 2011 - August 2011
Education
Cornell University 2013 — 2016
Candidate for Bachelor of Science, Applied Economics and Management
Boston University 2012 — 2013
Rye Country Day School 1999 — 2012
Chris Shea's Credit Suisse Experience August 2010 - March 2013
Job Enterprise Sales Executive
Industry Information Technology and Services
Experience
Glassdoor September 2014 - Present
Bank of America Merrill Lynch 2013 - 2014
Credit Suisse August 2010 - March 2013
Bloomberg LP August 2008 - July 2010
Bloomberg LP August 2007 - July 2008
Bloomberg LP September 2006 - July 2007
Bloomberg LP December 2005 - August 2006
Skills
Sales, Leadership, Enterprise Software, Account Management, Start-ups, Sales Presentations, SaaS, Finance, Lead Generation, Solution Selling, Electronic Trading, Capital Markets, Sales Management, Analytics, Electronic Trading..., Equity Capital Markets
Education
Boston University 2000 — 2004
Bachelor of Arts (B.A.), International Relations and National Security Studies
Glassdoor September 2014 - Present
Bank of America Merrill Lynch 2013 - 2014
Credit Suisse August 2010 - March 2013
Bloomberg LP August 2008 - July 2010
Bloomberg LP August 2007 - July 2008
Bloomberg LP September 2006 - July 2007
Bloomberg LP December 2005 - August 2006
Skills
Sales, Leadership, Enterprise Software, Account Management, Start-ups, Sales Presentations, SaaS, Finance, Lead Generation, Solution Selling, Electronic Trading, Capital Markets, Sales Management, Analytics, Electronic Trading..., Equity Capital Markets
Education
Boston University 2000 — 2004
Bachelor of Arts (B.A.), International Relations and National Security Studies
Caroline Gray's Credit Suisse Experience May 2015 - Present
Job Investment Banking Campus Recruiter at Credit Suisse
Industry Human Resources
Experience
Credit Suisse May 2015 - Present
Credit Suisse October 2013 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2013 - October 2013
Bank of America June 2012 - August 2012
Skills
Human Resources, Microsoft Excel, Recruiting, Microsoft Office, Leadership
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
Credit Suisse May 2015 - Present
Credit Suisse October 2013 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2013 - October 2013
Bank of America June 2012 - August 2012
Skills
Human Resources, Microsoft Excel, Recruiting, Microsoft Office, Leadership
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
Christine Boccieri's Credit Suisse Experience October 2005 - July 2011
Job VP, Learning & Engagement Senior Specialist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2012 - Present
TD Ameritrade December 2011 - December 2012
Credit Suisse October 2005 - July 2011
Credit Suisse August 2006 - January 2007
Credit Suisse October 2005 - July 2006
Skills
Needs Assessment, Design & Development, ROI Evaluation &..., eLearning Creation, Job Analysis &..., Coaching & Mentorship..., Facilitation & Training..., Process Improvement, Vendor Management, Project Planning, Project Execution, Problem Analysis, Creative Problem Solving, Innovation, Proactivity, Developing Client..., Mentoring, Workshop Facilitation, Job Analysis, Coaching, Project Management, Leadership Development, Technology Needs..., CRM, Management, Organizational..., Leadership, Recruiting, Program Management, Onboarding, Succession Planning, Personnel Management, Team Building, Interviews, Strategic Planning, Training Delivery
Education
Boston College 2001 — 2005
BA, Human Development; Minors: Organizational Studies/HR and Philosophy
Neuberger Berman December 2012 - Present
TD Ameritrade December 2011 - December 2012
Credit Suisse October 2005 - July 2011
Credit Suisse August 2006 - January 2007
Credit Suisse October 2005 - July 2006
Skills
Needs Assessment, Design & Development, ROI Evaluation &..., eLearning Creation, Job Analysis &..., Coaching & Mentorship..., Facilitation & Training..., Process Improvement, Vendor Management, Project Planning, Project Execution, Problem Analysis, Creative Problem Solving, Innovation, Proactivity, Developing Client..., Mentoring, Workshop Facilitation, Job Analysis, Coaching, Project Management, Leadership Development, Technology Needs..., CRM, Management, Organizational..., Leadership, Recruiting, Program Management, Onboarding, Succession Planning, Personnel Management, Team Building, Interviews, Strategic Planning, Training Delivery
Education
Boston College 2001 — 2005
BA, Human Development; Minors: Organizational Studies/HR and Philosophy
Michael Tegnelia's Credit Suisse Experience May 2007 - Present
Job Director Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2007 - Present
Deloitte 2004 - 2007
Bose Corporation 2002 - 2004
Answerthink 2001 - 2001
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Fixed Income, Analytics, Business Planning, Process Improvement, Financial Analysis, Finance, Leadership, Strategy, Management, Analysis, Forecasting, Strategic Planning, Corporate Finance, Cross-functional Team..., Risk Management, Business Analysis, Financial Services, Mergers, Business Intelligence, Project Management, Restructuring, Business Process..., Consulting, Business Process, Executive Management, Budgets, Financial Planning, Change Management
Education
Boston College 1996 — 2000
Bachelor's Degree, Finance and Information Systems
Credit Suisse May 2007 - Present
Deloitte 2004 - 2007
Bose Corporation 2002 - 2004
Answerthink 2001 - 2001
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Fixed Income, Analytics, Business Planning, Process Improvement, Financial Analysis, Finance, Leadership, Strategy, Management, Analysis, Forecasting, Strategic Planning, Corporate Finance, Cross-functional Team..., Risk Management, Business Analysis, Financial Services, Mergers, Business Intelligence, Project Management, Restructuring, Business Process..., Consulting, Business Process, Executive Management, Budgets, Financial Planning, Change Management
Education
Boston College 1996 — 2000
Bachelor's Degree, Finance and Information Systems
Joseph O'Loughlin's Credit Suisse Experience August 2007 - August 2009
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Helen Van Ness's Credit Suisse Experience 2004 - 2007
Job Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2015 - Present
Interactive Data 2014 - February 2015
Morgan Stanley 2007 - 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1999 - 2004
Education
Boston College
Bachelor of Science (BS), Accounting
Alvarez & Marsal March 2015 - Present
Interactive Data 2014 - February 2015
Morgan Stanley 2007 - 2013
Credit Suisse 2004 - 2007
Merrill Lynch 1999 - 2004
Education
Boston College
Bachelor of Science (BS), Accounting
Joseph Palamara, CFA's Credit Suisse Experience July 2010 - July 2011
Job Hedge Fund Services Product Control | Middle Office
Industry Financial Services
Experience
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Anant Kanoria's Credit Suisse Experience June 2011 - July 2011
Job Student at Boston University School of Management
Industry Banking
Experience
Porter Orlin August 2011 - September 2011
Credit Suisse June 2011 - July 2011
Srei Infrastructure Finance Limited July 2010 - August 2010
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Boston University - School of Management 2008 — 2012
Bachelor of Science (B.Sc.), Finance, General
Pathways World School
Porter Orlin August 2011 - September 2011
Credit Suisse June 2011 - July 2011
Srei Infrastructure Finance Limited July 2010 - August 2010
Education
Boston University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Boston University - School of Management 2008 — 2012
Bachelor of Science (B.Sc.), Finance, General
Pathways World School
Brendyn Grimaldi's Credit Suisse Experience July 2003 - June 2005
Job Principal at Halyard Capital
Industry Venture Capital & Private Equity
Experience
Halyard Capital July 2005 - Present
Credit Suisse July 2003 - June 2005
JPMorgan Investment Management 2001 - 2003
Skills
Private Equity
Education
Boston College 1997 — 2001
BS, Finance Economics
Halyard Capital July 2005 - Present
Credit Suisse July 2003 - June 2005
JPMorgan Investment Management 2001 - 2003
Skills
Private Equity
Education
Boston College 1997 — 2001
BS, Finance Economics
Cuong (Brian) Nguyen's Credit Suisse Experience December 2008 - July 2011
Job Business Analytics Strategy, Business Planning and Operations at EMC
Industry Information Technology and Services
Experience
EMC Corp June 2013 - Present
New Harbour Partners LLC January 2013 - May 2013
Harvard University June 2012 - August 2012
TurnRight Advice Solutions, Inc. June 2012 - August 2012
Credit Suisse December 2008 - July 2011
OCBC Bank April 2008 - November 2008
OCBC Bank August 2006 - April 2008
Skills
Financial Modeling, Business Strategy, Corporate Finance, Investments, Market Research, Business Analysis, VBA, Valuation, Business Development, Financial Analysis, Competitive Analysis, Start-ups, Business Planning, Programming, Management Consulting, Mergers & Acquisitions, Project Planning, Project Management, Problem Solving, Strategic Consulting, SQL, Asset Management, Data Analysis, Strategic Planning, Teradata, HubSpot, Big Data, Data Visualization, Tableau
Education
Boston College - Carroll School of Management 2011 — 2013
Master of Business Administration, Corporate Finance
National University of Singapore 2002 — 2006
Bachelor (Honors), Computer Science, Minor in Mathematics
EMC Corp June 2013 - Present
New Harbour Partners LLC January 2013 - May 2013
Harvard University June 2012 - August 2012
TurnRight Advice Solutions, Inc. June 2012 - August 2012
Credit Suisse December 2008 - July 2011
OCBC Bank April 2008 - November 2008
OCBC Bank August 2006 - April 2008
Skills
Financial Modeling, Business Strategy, Corporate Finance, Investments, Market Research, Business Analysis, VBA, Valuation, Business Development, Financial Analysis, Competitive Analysis, Start-ups, Business Planning, Programming, Management Consulting, Mergers & Acquisitions, Project Planning, Project Management, Problem Solving, Strategic Consulting, SQL, Asset Management, Data Analysis, Strategic Planning, Teradata, HubSpot, Big Data, Data Visualization, Tableau
Education
Boston College - Carroll School of Management 2011 — 2013
Master of Business Administration, Corporate Finance
National University of Singapore 2002 — 2006
Bachelor (Honors), Computer Science, Minor in Mathematics
Sarah Wheeler Sarah Wheeler's Credit Suisse Experience June 2015 - August 2015
Job MBA/MSF candidate Boston College Carroll School of Management
Industry Banking
Experience
Credit Suisse June 2015 - August 2015
Macy's June 2013 - November 2013
Macy's April 2013 - June 2013
Macy's March 2012 - April 2013
General Dynamics Information Technology September 2011 - March 2012
General Dynamics June 2010 - August 2010
General Dynamics C4 Systems June 2009 - August 2009
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Program Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master's Degree, Finance, General
Georgetown University 2007 — 2011
BA, English
Credit Suisse June 2015 - August 2015
Macy's June 2013 - November 2013
Macy's April 2013 - June 2013
Macy's March 2012 - April 2013
General Dynamics Information Technology September 2011 - March 2012
General Dynamics June 2010 - August 2010
General Dynamics C4 Systems June 2009 - August 2009
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Program Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master's Degree, Finance, General
Georgetown University 2007 — 2011
BA, English
Erich Eisenegger's Credit Suisse Experience May 1996 - September 1996
Job CoFounder and Managing Partner, Milestone Infrastructure Advisors
Industry Management Consulting
Experience
Milestone Infrastructure Advisors February 2015 - Present
McDermott Will & Emery June 2012 - May 2014
DLA Piper July 2002 - June 2012
Coudert Brothers May 1998 - June 2002
Credit Suisse May 1996 - September 1996
Skills
Litigation, Civil Litigation, Commercial Litigation, Intellectual Property, Trade Secrets, Corporate Law, Due Diligence, Class Actions, Legal Writing, Restructuring, Corporate Governance, Mergers & Acquisitions, International Law, Project Finance, Legal Research, Private Equity, Finance
Education
Boston College Law School 1997 — 1999
Doctor of Law (J.D.)
Tufts University - The Fletcher School of Law and Diplomacy 1996 — 1999
Masters in International Law and Diplomacy, International Law and Business
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Cold Spring Harbor High School 1987 — 1991
Milestone Infrastructure Advisors February 2015 - Present
McDermott Will & Emery June 2012 - May 2014
DLA Piper July 2002 - June 2012
Coudert Brothers May 1998 - June 2002
Credit Suisse May 1996 - September 1996
Skills
Litigation, Civil Litigation, Commercial Litigation, Intellectual Property, Trade Secrets, Corporate Law, Due Diligence, Class Actions, Legal Writing, Restructuring, Corporate Governance, Mergers & Acquisitions, International Law, Project Finance, Legal Research, Private Equity, Finance
Education
Boston College Law School 1997 — 1999
Doctor of Law (J.D.)
Tufts University - The Fletcher School of Law and Diplomacy 1996 — 1999
Masters in International Law and Diplomacy, International Law and Business
Boston College 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Cold Spring Harbor High School 1987 — 1991
Russell Abrams Russell Abrams's Credit Suisse Experience 1995 - 1997
Job President at russellcar
Industry Investment Management
Experience
russellcar 2007 - Present
Titan Capital Group, LLC January 2001 - Present
Merrill Lynch 1997 - 2000
Credit Suisse 1995 - 1997
PARIBAS 1993 - 1996
Goldman Sachs 1991 - 1993
Skills
Equities, Trading, Options, Investments, Convertible Arbitrage, Equity Derivatives, Asset Managment, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Bloomberg, Volatility, Investment Strategies, Asset Allocation, Investment Management, Asset Management, Funding
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Boston University
BA computer science
The Johns Hopkins University
The Johns Hopkins University
weston high school
russellcar 2007 - Present
Titan Capital Group, LLC January 2001 - Present
Merrill Lynch 1997 - 2000
Credit Suisse 1995 - 1997
PARIBAS 1993 - 1996
Goldman Sachs 1991 - 1993
Skills
Equities, Trading, Options, Investments, Convertible Arbitrage, Equity Derivatives, Asset Managment, Portfolio Management, Derivatives, Hedge Funds, Alternative Investments, Bloomberg, Volatility, Investment Strategies, Asset Allocation, Investment Management, Asset Management, Funding
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Boston University
BA computer science
The Johns Hopkins University
The Johns Hopkins University
weston high school
Alexandra Tronolone Alexandra Tronolone's Credit Suisse Experience August 2015 - Present
Job Compliance Specialist at Credit Suisse
Industry Banking
Experience
Credit Suisse August 2015 - Present
MJM GROUP September 2014 - June 2015
UNC School of Law Clinical Programs September 2013 - March 2014
Office of the Capital Defender June 2013 - August 2013
UNC School of Law May 2012 - August 2012
Boston College January 2011 - May 2011
JD Spicer & Co. Solicitors February 2010 - May 2010
Boston Magazine September 2009 - December 2009
Buffalo Spree Publishing May 2009 - August 2009
Skills
Policy Analysis, Courts, Litigation, Volunteer Management, Fundraising, Analysis
Education
University of North Carolina School of Law 2011 — 2014
J.D.
Boston College 2007 — 2011
Bachelor of Arts (B.A.), History and Communication, Cum Laude
Nardin Academy 2003 — 2007
NYS Regents Diploma with Honors
Credit Suisse August 2015 - Present
MJM GROUP September 2014 - June 2015
UNC School of Law Clinical Programs September 2013 - March 2014
Office of the Capital Defender June 2013 - August 2013
UNC School of Law May 2012 - August 2012
Boston College January 2011 - May 2011
JD Spicer & Co. Solicitors February 2010 - May 2010
Boston Magazine September 2009 - December 2009
Buffalo Spree Publishing May 2009 - August 2009
Skills
Policy Analysis, Courts, Litigation, Volunteer Management, Fundraising, Analysis
Education
University of North Carolina School of Law 2011 — 2014
J.D.
Boston College 2007 — 2011
Bachelor of Arts (B.A.), History and Communication, Cum Laude
Nardin Academy 2003 — 2007
NYS Regents Diploma with Honors
Jennifer Salerno Jennifer Salerno's Credit Suisse Experience April 2015 - Present
Job Vice President, Talent Development Training, Learning & Development Program Manager Securities at Credit Suisse
Industry Human Resources
Experience
Credit Suisse April 2015 - Present
Credit Suisse March 2012 - March 2015
Credit Suisse April 2011 - March 2012
Credit Suisse June 2007 - April 2011
Credit Suisse December 2005 - June 2007
Standard & Poor's October 2005 - December 2005
Teachers College, Columbia University September 2004 - May 2005
Education
Teachers College of Columbia University 2004 — 2005
MA, Higher Education
Boston College 2000 — 2004
BA in Psychology
Credit Suisse April 2015 - Present
Credit Suisse March 2012 - March 2015
Credit Suisse April 2011 - March 2012
Credit Suisse June 2007 - April 2011
Credit Suisse December 2005 - June 2007
Standard & Poor's October 2005 - December 2005
Teachers College, Columbia University September 2004 - May 2005
Education
Teachers College of Columbia University 2004 — 2005
MA, Higher Education
Boston College 2000 — 2004
BA in Psychology
Jenn Ficarra's Credit Suisse Experience June 2012 - August 2012
Job Executive Assistant at Matador Content
Industry Entertainment
Experience
Matador Content June 2015 - Present
Matador Content April 2014 - May 2015
Pipeline Entertainment November 2013 - February 2014
Bay State April 2012 - June 2013
Alpha Phi Eta Deuteron Chapter - Boston University September 2011 - May 2013
Credit Suisse June 2012 - August 2012
Sarah Radclyffe Productions/Jigsaw Films February 2012 - April 2012
butv10 May 2011 - April 2012
Alpha Phi, Eta Chapter January 2011 - December 2011
The Mine Talent Agency June 2011 - August 2011
Skills
Great Motivator, Original Thinker, Theater, Writing, Windows & Mac operating..., Inspirer, Film, Television, Influential Communicator, Organized self-starter, Theatre, Film Production, Acting, Photography, Creative Writing, Final Draft, Editing, Avid Media Composer, Final Cut Pro, Script Coverage, Newsletters, Event Planning, Screenwriting, Avid
Education
Boston University 2009 — 2013
B.S, Film/Television, English
Matador Content June 2015 - Present
Matador Content April 2014 - May 2015
Pipeline Entertainment November 2013 - February 2014
Bay State April 2012 - June 2013
Alpha Phi Eta Deuteron Chapter - Boston University September 2011 - May 2013
Credit Suisse June 2012 - August 2012
Sarah Radclyffe Productions/Jigsaw Films February 2012 - April 2012
butv10 May 2011 - April 2012
Alpha Phi, Eta Chapter January 2011 - December 2011
The Mine Talent Agency June 2011 - August 2011
Skills
Great Motivator, Original Thinker, Theater, Writing, Windows & Mac operating..., Inspirer, Film, Television, Influential Communicator, Organized self-starter, Theatre, Film Production, Acting, Photography, Creative Writing, Final Draft, Editing, Avid Media Composer, Final Cut Pro, Script Coverage, Newsletters, Event Planning, Screenwriting, Avid
Education
Boston University 2009 — 2013
B.S, Film/Television, English
Stephen Kelleher's Credit Suisse Experience 1998 - 2004
Job Senior Director, BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management May 2015 - Present
U.S. Bank 2013 - May 2015
U.S. Trust 2007 - 2013
Citi 2004 - 2007
Credit Suisse 1998 - 2004
Arthur Andersen & Co. 1993 - 1996
Skills
Investment Management, Wealth Management, Private Banking, Trust Services, High Net Worth..., Finance, Investments, Banking, Private Equity, Strategy, Credit, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Alternative Investments, Asset Management, Mutual Funds
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Finance
Boston College 1989 — 1993
BS, Accounting
St. John's High School 1985 — 1989
Shrewsbury, MA
BNY Mellon Wealth Management May 2015 - Present
U.S. Bank 2013 - May 2015
U.S. Trust 2007 - 2013
Citi 2004 - 2007
Credit Suisse 1998 - 2004
Arthur Andersen & Co. 1993 - 1996
Skills
Investment Management, Wealth Management, Private Banking, Trust Services, High Net Worth..., Finance, Investments, Banking, Private Equity, Strategy, Credit, Hedge Funds, Portfolio Management, Investment Advisory, Asset Allocation, Alternative Investments, Asset Management, Mutual Funds
Education
Yale University - Yale School of Management 1997 — 1999
MBA, Finance
Boston College 1989 — 1993
BS, Accounting
St. John's High School 1985 — 1989
Shrewsbury, MA
Anna Fravel's Credit Suisse Experience July 1996 - April 2000
Job Senior Associate Director of Gift Planning at Northeastern University
Industry Fund-Raising
Experience
Northeastern University May 2015 - Present
Boston University January 2013 - April 2015
Dynamic Solution Associates May 2009 - December 2012
Wellington Management Company LLP June 2007 - December 2008
Pillsbury Winthrop Shaw Pittman January 2003 - May 2005
Certified Employment Group January 2001 - January 2003
Credit Suisse July 1996 - April 2000
Baker and McKenzie May 1995 - June 1996
Skills
Philanthropy, Fundraising, Non-profits, Non-profit Development, Strategic Consulting, Project Management, Board Development, Non-profit Marketing, Non-profit..., Annual Giving, Planned Giving, Corporate Sponsorships, Corporate Relations, Foundations, Special Events, Writing, Nonprofits, Community Outreach, Training, Grant Writing, Event Management, Program Development, Marketing, Alumni Relations, Stewardship
Education
Boston University 2009 — 2010
Professional Certificates, Introduction to Fundraising and Advanced Topics in Fundraising
Harvard University Extension School 2005 — 2007
Mandarin Chinese
College of Law, London, UK 1993 — 1995
JD equivalent, Law
The London School of Economics and Political Science (LSE) 1990 — 1993
BA, History
Northeastern University May 2015 - Present
Boston University January 2013 - April 2015
Dynamic Solution Associates May 2009 - December 2012
Wellington Management Company LLP June 2007 - December 2008
Pillsbury Winthrop Shaw Pittman January 2003 - May 2005
Certified Employment Group January 2001 - January 2003
Credit Suisse July 1996 - April 2000
Baker and McKenzie May 1995 - June 1996
Skills
Philanthropy, Fundraising, Non-profits, Non-profit Development, Strategic Consulting, Project Management, Board Development, Non-profit Marketing, Non-profit..., Annual Giving, Planned Giving, Corporate Sponsorships, Corporate Relations, Foundations, Special Events, Writing, Nonprofits, Community Outreach, Training, Grant Writing, Event Management, Program Development, Marketing, Alumni Relations, Stewardship
Education
Boston University 2009 — 2010
Professional Certificates, Introduction to Fundraising and Advanced Topics in Fundraising
Harvard University Extension School 2005 — 2007
Mandarin Chinese
College of Law, London, UK 1993 — 1995
JD equivalent, Law
The London School of Economics and Political Science (LSE) 1990 — 1993
BA, History
Noland Izar, MBA's Credit Suisse Experience June 2012 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Credit Suisse June 2012 - Present
IZAR ASSOCIATES, INC October 2004 - July 2012
JENNISON ASSOCIATES, LLC January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Skills
Program Management, Risk Management, Project Management, SDLC
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management & Finance
Boston College 1997 — 2001
BS, MIS
J.P. Morgan Asset Management August 2014 - Present
Credit Suisse June 2012 - Present
IZAR ASSOCIATES, INC October 2004 - July 2012
JENNISON ASSOCIATES, LLC January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Skills
Program Management, Risk Management, Project Management, SDLC
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management & Finance
Boston College 1997 — 2001
BS, MIS
Jamie Obletz's Credit Suisse Experience July 2009 - July 2010
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2013 - Present
JP Morgan July 2010 - January 2013
Credit Suisse July 2009 - July 2010
M&T Bank June 2003 - January 2008
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Investments, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Columbia University in the City of New York 2007 — 2009
MBA, Business
Boston College 1999 — 2003
B.A., Economics
Park School of Buffalo
J.P. Morgan January 2013 - Present
JP Morgan July 2010 - January 2013
Credit Suisse July 2009 - July 2010
M&T Bank June 2003 - January 2008
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Investments, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Columbia University in the City of New York 2007 — 2009
MBA, Business
Boston College 1999 — 2003
B.A., Economics
Park School of Buffalo
Armand Aponte's Credit Suisse Experience 2004 - 2005
Job VP, Counsel at Voya Investment Management (formerly ING)
Industry Legal Services
Experience
Voya Investment Management (formerly ING) June 2008 - Present
Lehman Brothers 2005 - 2008
Credit Suisse 2004 - 2005
Deutsche Bank 2002 - 2004
Morrison Cohen LLP 2001 - 2002
Skills
Derivatives, Structured Finance, Contract Negotiation, Capital Markets, ISDA, Securities, Hedge Funds
Education
Fordham University School of Law 1998 — 2001
JD, Law
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Voya Investment Management (formerly ING) June 2008 - Present
Lehman Brothers 2005 - 2008
Credit Suisse 2004 - 2005
Deutsche Bank 2002 - 2004
Morrison Cohen LLP 2001 - 2002
Skills
Derivatives, Structured Finance, Contract Negotiation, Capital Markets, ISDA, Securities, Hedge Funds
Education
Fordham University School of Law 1998 — 2001
JD, Law
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Laura Wong's Credit Suisse Experience May 2010 - December 2012
Job SMTP Messaging
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
Credit Suisse May 2010 - December 2012
Skills
Messaging, SMTP, Sendmail, Microsoft Exchange, Servers, Troubleshooting, Integration, Security, Unix, Disaster Recovery, Technical Support, Linux, Infrastructure, High Availability, Spam Filtering, Telnet
Education
Boston University
BA - College of Arts and Sciences
JPMorgan Chase September 2013 - Present
Credit Suisse May 2010 - December 2012
Skills
Messaging, SMTP, Sendmail, Microsoft Exchange, Servers, Troubleshooting, Integration, Security, Unix, Disaster Recovery, Technical Support, Linux, Infrastructure, High Availability, Spam Filtering, Telnet
Education
Boston University
BA - College of Arts and Sciences
Roberto Battistuzzi's Credit Suisse Experience June 2014 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2014 - Present
Societe Generale June 2012 - July 2014
Societe Generale January 2011 - May 2012
Societe Generale September 2008 - December 2010
Societe Generale May 2006 - October 2008
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, FX Options, Financial Analysis, Financial Markets, Fixed Income, Investment Banking, Risk Management, Sales, Structured Products, Trading Systems
Education
Boston College 2000 — 2004
BS, Political Science
Credit Suisse June 2014 - Present
Societe Generale June 2012 - July 2014
Societe Generale January 2011 - May 2012
Societe Generale September 2008 - December 2010
Societe Generale May 2006 - October 2008
Skills
Bloomberg, Capital Markets, Corporate Finance, Derivatives, FX Options, Financial Analysis, Financial Markets, Fixed Income, Investment Banking, Risk Management, Sales, Structured Products, Trading Systems
Education
Boston College 2000 — 2004
BS, Political Science
Alex P. Abrams's Credit Suisse Experience January 2011 - January 2014
Job Principal GCM Grosvenor
Industry Investment Management
Experience
GCM Grosvenor January 2014 - Present
Credit Suisse January 2011 - January 2014
Maxwelle Real Estate Group, Inc. November 2009 - December 2010
Goodwin Procter LLP March 2006 - October 2009
Orrick, Herrington & Sutcliffe LLP September 2004 - February 2006
Education
Boston College Law School 2001 — 2004
JD
University of Pennsylvania 1997 — 2001
BA
GCM Grosvenor January 2014 - Present
Credit Suisse January 2011 - January 2014
Maxwelle Real Estate Group, Inc. November 2009 - December 2010
Goodwin Procter LLP March 2006 - October 2009
Orrick, Herrington & Sutcliffe LLP September 2004 - February 2006
Education
Boston College Law School 2001 — 2004
JD
University of Pennsylvania 1997 — 2001
BA
Matthew Waldman's Credit Suisse Experience April 2005 - July 2011
Job Senior Vice President, UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2011 - Present
Credit Suisse April 2005 - July 2011
Morgan Stanley September 2000 - April 2005
Merrill Lynch September 1996 - September 2000
Education
Boston College 1990 — 1994
BA, English/Philosophy
UBS Wealth Management July 2011 - Present
Credit Suisse April 2005 - July 2011
Morgan Stanley September 2000 - April 2005
Merrill Lynch September 1996 - September 2000
Education
Boston College 1990 — 1994
BA, English/Philosophy
Maureen Hennigan's Credit Suisse Experience July 2007 - October 2008
Job IT Project Manager Dartmouth College
Industry Information Technology and Services
Experience
Dartmouth College March 2013 - Present
Rutland Northeast Supervisory Union 2008 - March 2013
Credit Suisse July 2007 - October 2008
Genesis 10 July 2005 - July 2007
Skills
IT Strategy, SharePoint, SDLC, Vendor Management, Business Analysis, Instructional Design, Editing, Microsoft Office, Project Management, Program Management, PMO, Educational Technology, IT Management, Project Portfolio..., Information Technology, Management, Process Improvement
Education
Boston College 1984 — 1988
BA, English
Boston College
Bachelor's degree, English Language and Literature, General
Dartmouth College March 2013 - Present
Rutland Northeast Supervisory Union 2008 - March 2013
Credit Suisse July 2007 - October 2008
Genesis 10 July 2005 - July 2007
Skills
IT Strategy, SharePoint, SDLC, Vendor Management, Business Analysis, Instructional Design, Editing, Microsoft Office, Project Management, Program Management, PMO, Educational Technology, IT Management, Project Portfolio..., Information Technology, Management, Process Improvement
Education
Boston College 1984 — 1988
BA, English
Boston College
Bachelor's degree, English Language and Literature, General
Jason Cowett's Credit Suisse Experience 2003 - 2004
Job Principal at Odyssey Investment Partners
Industry Venture Capital & Private Equity
Experience
Odyssey Investment Partners 2008 - Present
Odyssey Investment Partners 2004 - 2008
Credit Suisse 2003 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS
Odyssey Investment Partners 2008 - Present
Odyssey Investment Partners 2004 - 2008
Credit Suisse 2003 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS
John (J.J.) McDonald's Credit Suisse Experience 2012 - Present
Job Business Development & Change Management Executive
Industry Investment Banking
Experience
Credit Suisse 2012 - Present
Credit Suisse 2011 - 2012
Credit Suisse 2009 - 2010
Credit Suisse June 2008 - December 2009
Credit Suisse June 2006 - June 2008
Credit Suisse June 1998 - June 2006
Credit Suisse June 1996 - June 1998
Union Trust Company 1992 - 1994
Skills
Equities, Investments, Prime Brokerage, Investment Banking, Credit, Fixed Income, Risk Management, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Boston University 1988 — 1992
Bachelor of Science (BS), Business Administration
Credit Suisse 2012 - Present
Credit Suisse 2011 - 2012
Credit Suisse 2009 - 2010
Credit Suisse June 2008 - December 2009
Credit Suisse June 2006 - June 2008
Credit Suisse June 1998 - June 2006
Credit Suisse June 1996 - June 1998
Union Trust Company 1992 - 1994
Skills
Equities, Investments, Prime Brokerage, Investment Banking, Credit, Fixed Income, Risk Management, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Boston University 1988 — 1992
Bachelor of Science (BS), Business Administration
Dale Chick's Credit Suisse Experience May 2011 - October 2011
Job Transaction Manager Vice President
Industry Banking
Experience
Credit Suisse May 2011 - October 2011
The Situs Companies May 2010 - May 2011
Natixis Real Estate Capital August 2003 - January 2008
KTR Newmark 2001 - 2003
Skills
Real Estate Economics, Investment Properties, Commercial Real Estate, CMBS, Real Estate, Valuation, Disposition, Asset Management, Real Estate Financing, Real Estate Transactions, Due Diligence, Real Estate Development, Investments, Acquisitions, Brokerage, Structured Finance, Leases, Commercial Mortgages, Loans, Financial Structuring
Education
New York University 2004 — 2006
MA, Real Estate
Boston University 1994 — 1997
Credit Suisse May 2011 - October 2011
The Situs Companies May 2010 - May 2011
Natixis Real Estate Capital August 2003 - January 2008
KTR Newmark 2001 - 2003
Skills
Real Estate Economics, Investment Properties, Commercial Real Estate, CMBS, Real Estate, Valuation, Disposition, Asset Management, Real Estate Financing, Real Estate Transactions, Due Diligence, Real Estate Development, Investments, Acquisitions, Brokerage, Structured Finance, Leases, Commercial Mortgages, Loans, Financial Structuring
Education
New York University 2004 — 2006
MA, Real Estate
Boston University 1994 — 1997
Michael A. Kitson's Credit Suisse Experience June 2010 - August 2010
Job Compliance Associate and Counsel at Bridgewater Associates
Industry Law Practice
Experience
Bridgewater Associates September 2015 - Present
Citi August 2014 - August 2015
Citi August 2012 - July 2014
Pfizer June 2011 - August 2011
Fordham University School of Law May 2010 - September 2010
Credit Suisse June 2010 - August 2010
Credit Suisse October 2008 - August 2009
Boston College May 2007 - September 2007
American Museum of Natural History May 2006 - August 2006
Connecticut Judicial Branch May 2005 - August 2005
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (J.D.) cum laude
Boston College 2004 — 2008
B.A., magna cum laude in history and philosophy
King's College London, U. of London 2007 — 2007
Study Abroad, medieval history and philosophy
Brunswick School 2000 — 2004
High School Diploma
Greenwich Catholic School
Middle School Diplioma
Bridgewater Associates September 2015 - Present
Citi August 2014 - August 2015
Citi August 2012 - July 2014
Pfizer June 2011 - August 2011
Fordham University School of Law May 2010 - September 2010
Credit Suisse June 2010 - August 2010
Credit Suisse October 2008 - August 2009
Boston College May 2007 - September 2007
American Museum of Natural History May 2006 - August 2006
Connecticut Judicial Branch May 2005 - August 2005
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (J.D.) cum laude
Boston College 2004 — 2008
B.A., magna cum laude in history and philosophy
King's College London, U. of London 2007 — 2007
Study Abroad, medieval history and philosophy
Brunswick School 2000 — 2004
High School Diploma
Greenwich Catholic School
Middle School Diplioma
Avi Sharon's Credit Suisse Experience September 2004 - December 2006
Job Principal, Private Wealth Management at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group March 2012 - Present
AllianceBernstein December 2006 - March 2012
Credit Suisse September 2004 - December 2006
HSBC Halbis Capital Management 2006 - 2006
Global Consulting Group August 2002 - August 2004
Skills
Investor Relations, Hedge Funds, Asset Managment, Equities, Wealth Management, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Investments, Portfolio Management, Alternative Investments, Financial Services, Financial Markets, Capital Markets, Private Equity, Trading, Derivatives, Series 7, Corporate Communications, Strategy, Fund Of Funds, Asset Management, Wealth Management..., Emerging Markets
Education
Boston University 1988 — 1993
MA, PhD, Classics
Emory University 1983 — 1987
BA, English & Classics
The Blackstone Group March 2012 - Present
AllianceBernstein December 2006 - March 2012
Credit Suisse September 2004 - December 2006
HSBC Halbis Capital Management 2006 - 2006
Global Consulting Group August 2002 - August 2004
Skills
Investor Relations, Hedge Funds, Asset Managment, Equities, Wealth Management, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Investments, Portfolio Management, Alternative Investments, Financial Services, Financial Markets, Capital Markets, Private Equity, Trading, Derivatives, Series 7, Corporate Communications, Strategy, Fund Of Funds, Asset Management, Wealth Management..., Emerging Markets
Education
Boston University 1988 — 1993
MA, PhD, Classics
Emory University 1983 — 1987
BA, English & Classics
Lisa Baslow's Credit Suisse Experience April 2000 - June 2013
Job Vice President at Credit Suisse
Industry Banking
Experience
Playdate Planet December 2011 - Present
Credit Suisse April 2000 - June 2013
JP Morgan Investment Management 1995 - 2000
Bear Stearns 1989 - 1995
Skills
Capital Markets, Portfolio Management, Financial Services, Derivatives, Equities, Investment Banking, Analytics, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance and Managment
Boston University
Bachelor of Science, Business Administration
Playdate Planet December 2011 - Present
Credit Suisse April 2000 - June 2013
JP Morgan Investment Management 1995 - 2000
Bear Stearns 1989 - 1995
Skills
Capital Markets, Portfolio Management, Financial Services, Derivatives, Equities, Investment Banking, Analytics, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance and Managment
Boston University
Bachelor of Science, Business Administration
Heather (Groat) Young, CFA's Credit Suisse Experience June 2012 - August 2012
Job Vice President | Senior Corporate Credit Analyst at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors March 2015 - Present
CommonAngels Ventures February 2013 - February 2015
Credit Suisse June 2012 - August 2012
Loomis Sayles 2008 - 2012
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Skills
Investment Banking, Emerging Markets, Banking, Analysis, Bloomberg, Financial Modeling, Valuation, Fixed Income, Equity Research, Equities, Hedge Funds, Asset Management, Venture Capital, Entrepreneurship, Angel Investing, Private Equity, Capital Markets, Investments, Mergers, Finance, Financial Analysis, Bonds, Structured Finance, High Yield, Leveraged Finance, Financial Risk, Structured Products, LBO, Credit, Hedging, Alternative Investments, Investment Management, Due Diligence, Portfolio Management, Equity Valuation, Investment Strategies, Mutual Funds, Loans, Economics, Corporate Development, Securities, DCF, Market Research, Institutional..., Derivatives, Chartered Financial..., Capital IQ, Fixed Income Analysis, Financial Structuring, Mergers & Acquisitions
Education
Massachusetts Institute of Technology
Master of Business Administration (MBA)
Boston University
BA, Economics, Finance
Breckinridge Capital Advisors March 2015 - Present
CommonAngels Ventures February 2013 - February 2015
Credit Suisse June 2012 - August 2012
Loomis Sayles 2008 - 2012
Columbia Management 2006 - 2008
Bank of America 2005 - 2006
Skills
Investment Banking, Emerging Markets, Banking, Analysis, Bloomberg, Financial Modeling, Valuation, Fixed Income, Equity Research, Equities, Hedge Funds, Asset Management, Venture Capital, Entrepreneurship, Angel Investing, Private Equity, Capital Markets, Investments, Mergers, Finance, Financial Analysis, Bonds, Structured Finance, High Yield, Leveraged Finance, Financial Risk, Structured Products, LBO, Credit, Hedging, Alternative Investments, Investment Management, Due Diligence, Portfolio Management, Equity Valuation, Investment Strategies, Mutual Funds, Loans, Economics, Corporate Development, Securities, DCF, Market Research, Institutional..., Derivatives, Chartered Financial..., Capital IQ, Fixed Income Analysis, Financial Structuring, Mergers & Acquisitions
Education
Massachusetts Institute of Technology
Master of Business Administration (MBA)
Boston University
BA, Economics, Finance
Jennifer Montesano's Credit Suisse Experience 2000 - 2005
Job Senior Conference Manager at Gartner
Industry Information Technology and Services
Experience
Gartner January 2012 - Present
Gartner January 2012 - Present
Bank of America June 2003 - August 2010
Credit Suisse 2000 - 2005
Deutsche Bank 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Boston College 1991 — 1995
Gartner January 2012 - Present
Gartner January 2012 - Present
Bank of America June 2003 - August 2010
Credit Suisse 2000 - 2005
Deutsche Bank 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Boston College 1991 — 1995
Thomas Carey, CFA's Credit Suisse Experience November 2001 - August 2011
Job Director at Société Générale
Industry Financial Services
Experience
Société Générale March 2015 - Present
BNP Paribas June 2013 - February 2015
Gleacher & Co. August 2012 - April 2013
Ally Financial Inc. September 2011 - May 2012
Credit Suisse November 2001 - August 2011
Prudential Securities August 1998 - November 2001
Skills
Residential Mortgages, Derivatives, ABS, CMBS, Mortgage, Fixed Income, Institutional Sales, Sales, Analysis, Banking, Bonds, Capital Markets, Chartered Financial..., Credit, Finance, Equities, Financial Services, Financial Structuring, Financial Advisory, Hedge Funds, Investment Banking, Investments, Loan Origination, Loans, Mortgage Lending, Securities, Securitization, Structured Products
Education
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Choate Rosemary Hall 1993 — 1994
Société Générale March 2015 - Present
BNP Paribas June 2013 - February 2015
Gleacher & Co. August 2012 - April 2013
Ally Financial Inc. September 2011 - May 2012
Credit Suisse November 2001 - August 2011
Prudential Securities August 1998 - November 2001
Skills
Residential Mortgages, Derivatives, ABS, CMBS, Mortgage, Fixed Income, Institutional Sales, Sales, Analysis, Banking, Bonds, Capital Markets, Chartered Financial..., Credit, Finance, Equities, Financial Services, Financial Structuring, Financial Advisory, Hedge Funds, Investment Banking, Investments, Loan Origination, Loans, Mortgage Lending, Securities, Securitization, Structured Products
Education
Boston College 1994 — 1998
Bachelor of Science (BS), Finance, General
Choate Rosemary Hall 1993 — 1994
Stephany Bushweller's Credit Suisse Experience October 2012 - April 2013
Job Head of Short Term Credit Products at Mitsubishi UFJ Securities
Industry Banking
Experience
Mitsubishi UFJ Securities April 2014 - Present
Credit Suisse October 2012 - April 2013
Morgan Stanley July 2009 - April 2012
Merrill Lynch April 2005 - June 2009
GE Capital 2002 - 2005
Moodys Investor Services 1997 - 2002
U.S. Senator Thomas R. Carper 1991 - 1994
Skills
Investor Relations, ABS, Money Market, Asset, Marketing Strategy, Origination, Sales Origination
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Boston University 1987 — 1991
BA, Political Science and Government
Mitsubishi UFJ Securities April 2014 - Present
Credit Suisse October 2012 - April 2013
Morgan Stanley July 2009 - April 2012
Merrill Lynch April 2005 - June 2009
GE Capital 2002 - 2005
Moodys Investor Services 1997 - 2002
U.S. Senator Thomas R. Carper 1991 - 1994
Skills
Investor Relations, ABS, Money Market, Asset, Marketing Strategy, Origination, Sales Origination
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Boston University 1987 — 1991
BA, Political Science and Government
Michael Ferris, PMP's Credit Suisse Experience September 2013 - Present
Job PMP and Six Sigma Project Manager currently contracting at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
Royal Bank of Scotland September 2008 - September 2013
The Reserve 2007 - September 2008
ABN AMRO Sage Corp. 2004 - May 2007
SunGard 2000 - 2004
Skills
Business Analysis, Business Requirements, Change Management, Banking, FX Options, Integration, Investment Banking, Fixed Income, Management, Portfolio Management, PMO, Program Management, Project Management, Project Delivery, Project Portfolio..., Risk Management, SDLC
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Strategy, International Business
Boston College 1994 — 1998
bachelor, finance, marketing
Credit Suisse September 2013 - Present
Royal Bank of Scotland September 2008 - September 2013
The Reserve 2007 - September 2008
ABN AMRO Sage Corp. 2004 - May 2007
SunGard 2000 - 2004
Skills
Business Analysis, Business Requirements, Change Management, Banking, FX Options, Integration, Investment Banking, Fixed Income, Management, Portfolio Management, PMO, Program Management, Project Management, Project Delivery, Project Portfolio..., Risk Management, SDLC
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Strategy, International Business
Boston College 1994 — 1998
bachelor, finance, marketing
Nicholas Fisser's Credit Suisse Experience June 2007 - December 2009
Job Remedy Partners Inc.
Industry Hospital & Health Care
Experience
Remedy Partners Inc. March 2013 - Present
DoubleVision Networks, Inc June 2012 - July 2014
Tomorrow Networks April 2011 - March 2013
Remedy Systems January 2010 - February 2013
Credit Suisse June 2007 - December 2009
BB&T Capital Markets June 2006 - June 2007
Education
Boston College 2002 — 2006
BS
The Taft School 1998 — 2002
Remedy Partners Inc. March 2013 - Present
DoubleVision Networks, Inc June 2012 - July 2014
Tomorrow Networks April 2011 - March 2013
Remedy Systems January 2010 - February 2013
Credit Suisse June 2007 - December 2009
BB&T Capital Markets June 2006 - June 2007
Education
Boston College 2002 — 2006
BS
The Taft School 1998 — 2002
Shalini Iswara's Credit Suisse Experience Senior AssociatePricewaterhouseCoopers LLP2002 - 2005
Job Assistant Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse Senior AssociatePricewaterhouseCoopers LLP2002 - 2005
Education
Boston College 1998 — 2002
Credit Suisse Senior AssociatePricewaterhouseCoopers LLP2002 - 2005
Education
Boston College 1998 — 2002
Joseph Bustros, CFA's Credit Suisse Experience June 2014 - Present
Job Director at Credit Suisse
Industry Oil & Energy
Experience
Credit Suisse June 2014 - Present
Credit Suisse October 2006 - June 2014
Credit Suisse First Boston August 2001 - October 2006
UBS Investment Bank 2000 - 2001
Societe Generale Cowen 1999 - 2000
JPMorgan Chase 1998 - 1999
Skills
Due Diligence, Equity Research, Corporate Finance, Credit Analysis, Investment Banking, Equities, Portfolio Management, Fixed Income, Credit, Private Banking, Derivatives, Bloomberg, Capital Markets, Emerging Markets, Hedge Funds
Education
Boston College 1994 — 1998
Bachelor of Arts
Loyola High School 1990 — 1994
High School
Saint David's School 1980 — 1990
Elementary
Credit Suisse June 2014 - Present
Credit Suisse October 2006 - June 2014
Credit Suisse First Boston August 2001 - October 2006
UBS Investment Bank 2000 - 2001
Societe Generale Cowen 1999 - 2000
JPMorgan Chase 1998 - 1999
Skills
Due Diligence, Equity Research, Corporate Finance, Credit Analysis, Investment Banking, Equities, Portfolio Management, Fixed Income, Credit, Private Banking, Derivatives, Bloomberg, Capital Markets, Emerging Markets, Hedge Funds
Education
Boston College 1994 — 1998
Bachelor of Arts
Loyola High School 1990 — 1994
High School
Saint David's School 1980 — 1990
Elementary
Kimberly Celic's Credit Suisse Experience October 2007 - April 2009
Job VP of Human Resources at Strategic Financial Solutions, LLC
Industry Human Resources
Experience
Strategic Financial Solutions October 2012 - Present
Strategic CS, LLC October 2012 - October 2014
Cooler Cleanse/ Juice Generation January 2012 - October 2012
JWT August 2011 - January 2012
The Barbarian Group November 2009 - 2011
Molly Spillanes 2009 - 2010
Credit Suisse October 2007 - April 2009
Taylor Hodson 2004 - 2005
Skills
Talent Management, Applicant Tracking..., Personnel Management, HRIS, Deferred Compensation, Human Resources, Performance Management, Employee Relations, Recruiting, Onboarding, Talent Acquisition, Succession Planning, College Recruiting, New Hire Orientations, Benefits Administration
Education
Boston College 1997 — 2001
BA, Communication/English
mattituck high school
Strategic Financial Solutions October 2012 - Present
Strategic CS, LLC October 2012 - October 2014
Cooler Cleanse/ Juice Generation January 2012 - October 2012
JWT August 2011 - January 2012
The Barbarian Group November 2009 - 2011
Molly Spillanes 2009 - 2010
Credit Suisse October 2007 - April 2009
Taylor Hodson 2004 - 2005
Skills
Talent Management, Applicant Tracking..., Personnel Management, HRIS, Deferred Compensation, Human Resources, Performance Management, Employee Relations, Recruiting, Onboarding, Talent Acquisition, Succession Planning, College Recruiting, New Hire Orientations, Benefits Administration
Education
Boston College 1997 — 2001
BA, Communication/English
mattituck high school
Darius Smith's Credit Suisse Experience 2005 - 2013
Job Financial Services Professional Looking for new opportunity
Industry Financial Services
Experience
Credit Suisse 2005 - 2013
Skills
Trading, Capital Markets, Fixed Income, Hedge Funds, Financial Strategy, Maintaining Strong..., Risk Management, Bloomberg, Reuters, Derivatives, Equities, FINRA, Options
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
Master of Business Administration (MBA), Finance
Boston University 1990 — 1994
Bachelor's degree, Economics
Credit Suisse 2005 - 2013
Skills
Trading, Capital Markets, Fixed Income, Hedge Funds, Financial Strategy, Maintaining Strong..., Risk Management, Bloomberg, Reuters, Derivatives, Equities, FINRA, Options
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
Master of Business Administration (MBA), Finance
Boston University 1990 — 1994
Bachelor's degree, Economics
Charlie Heekin's Credit Suisse Experience August 2000 - March 2002
Job Managing Partner at Millennial Wealth Advisors
Industry Financial Services
Experience
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Francesca Sena's Credit Suisse Experience Vice PresidentCredit Suisse2005 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Vice PresidentCredit Suisse2005 - Present
Education
Boston College 1989 — 1993
Credit Suisse Vice PresidentCredit Suisse2005 - Present
Education
Boston College 1989 — 1993
Lawrence F. Lundy's Credit Suisse Experience January 2015 - Present
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Skills
Risk, Operational Risk, Internal Controls, Strategy, Risk Management, Operational Risk..., Management Consulting, Finance, Analysis, Financial Risk, Financial Services, Management, Project Management, Training
Education
Boston College 2003 — 2007
Credit Suisse January 2015 - Present
Skills
Risk, Operational Risk, Internal Controls, Strategy, Risk Management, Operational Risk..., Management Consulting, Finance, Analysis, Financial Risk, Financial Services, Management, Project Management, Training
Education
Boston College 2003 — 2007
Patty Morrissy's Credit Suisse Experience 1997 - 1999
Job Associate Dean, Center for Career Advancement & Professionalism at Benjamin N. Cardozo School of Law
Industry Staffing and Recruiting
Experience
Benjamin N. Cardozo School of Law November 2014 - Present
PJM Talent Consulting January 2014 - April 2015
Sullivan & Cromwell LLP 2006 - 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 1999 - August 2006
Credit Suisse 1997 - 1999
LeBoeuf, Lamb, Greene & MacRae August 1987 - December 1997
Davis Polk & Wardwell LLP 1985 - 1987
Skills
Recruiting, Employment Law, Human Resources, Mediation, Due Diligence, Talent Management, Leadership, Management, Applicant Tracking..., Contract Negotiation, Talent Acquisition, Career Counseling, Marketing Communications, Restructuring, Corporate Events, Diversity & Inclusion, Strategic Hiring, Job Placements, Public Relations, Employee Relations, Evaluations, Performance Management, Performance Appraisal, Candidate Marketing, Interpersonal Skill, Headcount Management, Training, Employee Engagement, Change Management, Coaching, Temporary Placement, Career Development
Education
Boston College
Bachelor's degree, Social Sciences
Benjamin N. Cardozo School of Law November 2014 - Present
PJM Talent Consulting January 2014 - April 2015
Sullivan & Cromwell LLP 2006 - 2013
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 1999 - August 2006
Credit Suisse 1997 - 1999
LeBoeuf, Lamb, Greene & MacRae August 1987 - December 1997
Davis Polk & Wardwell LLP 1985 - 1987
Skills
Recruiting, Employment Law, Human Resources, Mediation, Due Diligence, Talent Management, Leadership, Management, Applicant Tracking..., Contract Negotiation, Talent Acquisition, Career Counseling, Marketing Communications, Restructuring, Corporate Events, Diversity & Inclusion, Strategic Hiring, Job Placements, Public Relations, Employee Relations, Evaluations, Performance Management, Performance Appraisal, Candidate Marketing, Interpersonal Skill, Headcount Management, Training, Employee Engagement, Change Management, Coaching, Temporary Placement, Career Development
Education
Boston College
Bachelor's degree, Social Sciences
Anjali Kumar's Credit Suisse Experience August 1996 - March 2008
Job Director Whole Loan Trading
Industry Financial Services
Experience
Amherst Pierpont Securities May 2015 - Present
MIAC Analytics September 2013 - April 2015
Banc Of Manhattan/Capital October 2011 - December 2012
Anjali Kumar, Inc. June 2002 - December 2012
Bank of America March 2010 - September 2011
Consultant April 2008 - March 2010
CREDIT SUISSE August 1996 - March 2008
CREDIT SUISSE January 1999 - June 2000
Skills
Fixed Income, Loans, Mortgage Lending, Due Diligence, Residential Mortgages, Valuation, Trading, Bonds, Structured Products, Securitization, Mortgage, MBS, Capital Markets, Mortgage Banking, Real Estate Finance
Education
Boston College
Bachelor of Science Degree, Wallace E. Carroll School of Management
Series 7 and 63 Licensed
Amherst Pierpont Securities May 2015 - Present
MIAC Analytics September 2013 - April 2015
Banc Of Manhattan/Capital October 2011 - December 2012
Anjali Kumar, Inc. June 2002 - December 2012
Bank of America March 2010 - September 2011
Consultant April 2008 - March 2010
CREDIT SUISSE August 1996 - March 2008
CREDIT SUISSE January 1999 - June 2000
Skills
Fixed Income, Loans, Mortgage Lending, Due Diligence, Residential Mortgages, Valuation, Trading, Bonds, Structured Products, Securitization, Mortgage, MBS, Capital Markets, Mortgage Banking, Real Estate Finance
Education
Boston College
Bachelor of Science Degree, Wallace E. Carroll School of Management
Series 7 and 63 Licensed
David Maloy's Credit Suisse Experience August 2008 - February 2012
Job NetOTC, CEO, Americas
Industry Financial Services
Experience
NetOTC October 2014 - Present
Credit Suisse August 2008 - February 2012
UBS February 2006 - May 2008
UBS 2004 - 2006
UBS 1996 - 2004
Skills
Prime Brokerage, Derivatives, Investment Banking, Fixed Income, Capital Markets, Equities, Middle Office, Collateral Management, Hedge Funds, Credit Derivatives, Swaps, Securities Lending, Credit Risk Management
Education
Boston College 1971 — 1975
BA, History
NetOTC October 2014 - Present
Credit Suisse August 2008 - February 2012
UBS February 2006 - May 2008
UBS 2004 - 2006
UBS 1996 - 2004
Skills
Prime Brokerage, Derivatives, Investment Banking, Fixed Income, Capital Markets, Equities, Middle Office, Collateral Management, Hedge Funds, Credit Derivatives, Swaps, Securities Lending, Credit Risk Management
Education
Boston College 1971 — 1975
BA, History
Natalie Fogiel's Credit Suisse Experience May 2010 - August 2010
Job Senior Associate at Montgomery Coscia Greilich LLP
Industry Commercial Real Estate
Experience
Montgomery Coscia Greilich LLP August 2011 - Present
W.P. Carey June 2007 - July 2011
Credit Suisse May 2010 - August 2010
Skills
Financial Modeling, Transaction Due..., Financial Analysis, Corporate Finance, Private Equity, Financial Reporting, Business Valuation, Accounting, Finance, Hedge Funds, Forecasting, Financial Statement..., Due Diligence, GAAP, Love Of Learning, US GAAP, Collage
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance & Accounting
Boston College 2003 — 2007
BS, BA, Accounting, Philosophy
Highland Park High School 1999 — 2003
Montgomery Coscia Greilich LLP August 2011 - Present
W.P. Carey June 2007 - July 2011
Credit Suisse May 2010 - August 2010
Skills
Financial Modeling, Transaction Due..., Financial Analysis, Corporate Finance, Private Equity, Financial Reporting, Business Valuation, Accounting, Finance, Hedge Funds, Forecasting, Financial Statement..., Due Diligence, GAAP, Love Of Learning, US GAAP, Collage
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance & Accounting
Boston College 2003 — 2007
BS, BA, Accounting, Philosophy
Highland Park High School 1999 — 2003
Riguardi, Anthony's Credit Suisse Experience June 2003 - January 2006
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse Asset Management January 2006 - August 2013
Credit Suisse June 2003 - January 2006
Skills
Portfolio Management, Hedge Funds, Quantitative Analytics, Asset Allocation, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Equities, Fund Of Funds, Investments, Management, Mutual Funds, Trading, Valuation
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance
Lorenzo de Medici University 2002 — 2002
Wells College Florence Program, Spring 2002
Credit Suisse Asset Management January 2006 - August 2013
Credit Suisse June 2003 - January 2006
Skills
Portfolio Management, Hedge Funds, Quantitative Analytics, Asset Allocation, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Equities, Fund Of Funds, Investments, Management, Mutual Funds, Trading, Valuation
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Finance
Lorenzo de Medici University 2002 — 2002
Wells College Florence Program, Spring 2002
Brendan Hanley's Credit Suisse Experience 2004 - 2005
Job CoHead of Americas Investment Grade Capital Markets at BofA Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch July 2005 - Present
Credit Suisse 2004 - 2005
Morgan Stanley 1997 - 2004
NatWest Markets July 1996 - December 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), English, Philosophy
B.C. High 1988 — 1992
Bank of America Merrill Lynch July 2005 - Present
Credit Suisse 2004 - 2005
Morgan Stanley 1997 - 2004
NatWest Markets July 1996 - December 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), English, Philosophy
B.C. High 1988 — 1992
Jeff Sun, CFA's Credit Suisse Experience March 2015 - September 2015
Job Quantitative Researcher at QS Investors, LLC
Industry Financial Services
Experience
QS Investors, LLC September 2015 - Present
Credit Suisse March 2015 - September 2015
J.P. Morgan Asset Management July 2009 - March 2015
Skills
VBA, Quantitative Analytics, Financial Modeling, Quantitative Research, Asset Allocation, Portfolio Management, MATLAB, Python, SQL, Valuation
Education
Boston College 2005 — 2009
BA, Economics, Mathematics, 3.86
QS Investors, LLC September 2015 - Present
Credit Suisse March 2015 - September 2015
J.P. Morgan Asset Management July 2009 - March 2015
Skills
VBA, Quantitative Analytics, Financial Modeling, Quantitative Research, Asset Allocation, Portfolio Management, MATLAB, Python, SQL, Valuation
Education
Boston College 2005 — 2009
BA, Economics, Mathematics, 3.86
Hafiza Shaikh-Hassan's Credit Suisse Experience June 2006 - Present
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2006 - Present
State Street October 2003 - June 2006
State Street June 1999 - October 2002
State Street June 1997 - June 1999
State Street January 1992 - May 1997
Skills
Finance, Business Process, Six Sigma, Project Management, Process Improvement, Analysis, Derivatives, Fixed Income, Portfolio Management, Quality Assurance, Budgets, Risk Management, Business Analysis, Banking, Integration, Capital Markets, Equities, Investment Banking
Education
Boston University 1990 — 1994
BS, Business Administration
Credit Suisse June 2006 - Present
State Street October 2003 - June 2006
State Street June 1999 - October 2002
State Street June 1997 - June 1999
State Street January 1992 - May 1997
Skills
Finance, Business Process, Six Sigma, Project Management, Process Improvement, Analysis, Derivatives, Fixed Income, Portfolio Management, Quality Assurance, Budgets, Risk Management, Business Analysis, Banking, Integration, Capital Markets, Equities, Investment Banking
Education
Boston University 1990 — 1994
BS, Business Administration
Bob Meyjes's Credit Suisse Experience 2000 - Present
Job Managing Director, Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2000 - Present
Education
Boston College 1982 — 1985
BA, English
Credit Suisse 2000 - Present
Education
Boston College 1982 — 1985
BA, English
Andrew Steck's Credit Suisse Experience July 2010 - June 2012
Job PHD Student at Duke University
Industry Banking
Experience
Duke University August 2012 - Present
Duke University May 2013 - Present
Cornerstone Research June 2015 - August 2015
Credit Suisse July 2010 - June 2012
Credit Suisse June 2009 - August 2009
Skills
Economic Research, Economic Modeling, Financial Modeling, Data Analysis, Quantitative Research, Quantitative Analytics, Statistical Modeling, Equities, Economics, Econometric Modeling, Econometrics, Valuation, Stata, Economic Policy, Microsoft Excel, Financial Analysis, Market Research, Bloomberg, Derivatives, Investments, Analysis, Analytics, Equity Research, Trading, Research, R, Matlab
Education
Duke University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
Duke University 2012 — 2013
Master of Arts (M.A.), Economics
Boston College 2006 — 2010
BA, Economics, History
Saint Louis Priory School 2000 — 2006
Duke University August 2012 - Present
Duke University May 2013 - Present
Cornerstone Research June 2015 - August 2015
Credit Suisse July 2010 - June 2012
Credit Suisse June 2009 - August 2009
Skills
Economic Research, Economic Modeling, Financial Modeling, Data Analysis, Quantitative Research, Quantitative Analytics, Statistical Modeling, Equities, Economics, Econometric Modeling, Econometrics, Valuation, Stata, Economic Policy, Microsoft Excel, Financial Analysis, Market Research, Bloomberg, Derivatives, Investments, Analysis, Analytics, Equity Research, Trading, Research, R, Matlab
Education
Duke University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
Duke University 2012 — 2013
Master of Arts (M.A.), Economics
Boston College 2006 — 2010
BA, Economics, History
Saint Louis Priory School 2000 — 2006
Jill Glaser's Credit Suisse Experience June 2007 - Present
Job Associate at Credit Suisse
Industry Research
Experience
Credit Suisse June 2007 - Present
Fox-Pitt, Kelton April 2005 - June 2007
Fox-Pitt Kelton 2005 - 2007
PricewaterhouseCoopers September 2001 - January 2004
Skills
Equity Research, Valuation, Equities
Education
Boston College 2004 — 2005
MS, Finance
College of the Holy Cross 1997 — 2001
BA, Economics-Accounting
Credit Suisse June 2007 - Present
Fox-Pitt, Kelton April 2005 - June 2007
Fox-Pitt Kelton 2005 - 2007
PricewaterhouseCoopers September 2001 - January 2004
Skills
Equity Research, Valuation, Equities
Education
Boston College 2004 — 2005
MS, Finance
College of the Holy Cross 1997 — 2001
BA, Economics-Accounting
Stephen Earner's Credit Suisse Experience June 2007 - August 2007
Job Assistant Treasurer North America at Louis Dreyfus Commodities
Industry Financial Services
Experience
Louis Dreyfus Commodities January 2014 - Present
Louis Dreyfus Commodities January 2011 - December 2013
GE Energy Financial Services July 2010 - January 2011
GE Energy Financial Services July 2009 - July 2010
GE Energy Financial Services June 2008 - July 2009
Credit Suisse June 2007 - August 2007
Skills
Venture Capital, Business Development, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Trading, Sales, Renewable Energy, Due Diligence, Valuation, Structured Finance, Futures, Asset Management, Project Management, Agribusiness, Energy, Management, Finance, Treasury, Cash Management, Financial Analysis, Corporate Finance, Leadership
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
Bachelor of Science (BS), Management - Finance & Economics
Louis Dreyfus Commodities January 2014 - Present
Louis Dreyfus Commodities January 2011 - December 2013
GE Energy Financial Services July 2010 - January 2011
GE Energy Financial Services July 2009 - July 2010
GE Energy Financial Services June 2008 - July 2009
Credit Suisse June 2007 - August 2007
Skills
Venture Capital, Business Development, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Trading, Sales, Renewable Energy, Due Diligence, Valuation, Structured Finance, Futures, Asset Management, Project Management, Agribusiness, Energy, Management, Finance, Treasury, Cash Management, Financial Analysis, Corporate Finance, Leadership
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
Bachelor of Science (BS), Management - Finance & Economics
Minesh Parekh's Credit Suisse Experience July 2007 - February 2009
Job Large Bank Supervision at
Industry Banking
Experience
Large Bank May 2010 - Present
Office of the Comptroller of the Currency March 2009 - May 2010
Credit Suisse July 2007 - February 2009
Credit Suisse August 2006 - July 2007
Credit Suisse April 2004 - August 2006
Credit Suisse February 2001 - April 2004
Credit Suisse September 1995 - February 2001
National & Provincial Building Society 1993 - 1995
Skills
Corporate Finance, Capital Budgeting, Strategic Planning, Treasury, Risk Management, Process Improvement, Training, Finance, Analytics, Investment Banking, Project Planning, Team Leadership, Leadership, Management, Recruiting, Treasury Management, Credit Risk, Forecasting, Banking, Derivatives, Budgets, Basel II, Capital Markets
Education
Boston University
MS
Kingston University
Bachelor's degree
Large Bank May 2010 - Present
Office of the Comptroller of the Currency March 2009 - May 2010
Credit Suisse July 2007 - February 2009
Credit Suisse August 2006 - July 2007
Credit Suisse April 2004 - August 2006
Credit Suisse February 2001 - April 2004
Credit Suisse September 1995 - February 2001
National & Provincial Building Society 1993 - 1995
Skills
Corporate Finance, Capital Budgeting, Strategic Planning, Treasury, Risk Management, Process Improvement, Training, Finance, Analytics, Investment Banking, Project Planning, Team Leadership, Leadership, Management, Recruiting, Treasury Management, Credit Risk, Forecasting, Banking, Derivatives, Budgets, Basel II, Capital Markets
Education
Boston University
MS
Kingston University
Bachelor's degree
Khalid Attiga's Credit Suisse Experience June 2013 - Present
Job Private Banking Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Boston College August 2012 - May 2014
Credit Suisse June 2013 - August 2013
Environmental Management Services July 2009 - July 2012
Environmental Management Services July 2007 - July 2009
Skills
Creative Strategy, Innovative Thinking, Financial Analysis, Risk Analysis, Entrepreneurship, Rate Negotiation, Negotiation, Analysis, Competitive Analysis, Marketing Strategy, Strategy, Management, Business Strategy, Accounting, Project Management, Investments, Banking, Corporate Finance, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of California, Davis 2005 — 2007
BA, Economics
Northgate High School 1999 — 2003
Credit Suisse June 2013 - Present
Boston College August 2012 - May 2014
Credit Suisse June 2013 - August 2013
Environmental Management Services July 2009 - July 2012
Environmental Management Services July 2007 - July 2009
Skills
Creative Strategy, Innovative Thinking, Financial Analysis, Risk Analysis, Entrepreneurship, Rate Negotiation, Negotiation, Analysis, Competitive Analysis, Marketing Strategy, Strategy, Management, Business Strategy, Accounting, Project Management, Investments, Banking, Corporate Finance, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of California, Davis 2005 — 2007
BA, Economics
Northgate High School 1999 — 2003
Philip Delbridge's Credit Suisse Experience May 2010 - Present
Job VP Credit Risk Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2010 - Present
Eller College of Management August 2008 - May 2009
BNP Paribas June 2008 - August 2008
Commonwealth Bank of Australia July 2002 - July 2007
Commonwealth Bank of Australia February 1999 - July 2002
Skills
Credit Risk, Capital Markets, Credit, Loans, High Yield, Derivatives, Portfolio Management, Financial Modeling, Credit Analysis, Fixed Income, Corporate Finance, Banking, Financial Analysis, Risk Management, Basel II
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MS, Finance
University of Arizona, Eller College of Management 2007 — 2009
MBA
New York University 2006 — 2007
Diploma (SCPS), Credit Analysis
University of Sydney 1996 — 1999
Bachelor of Commerce, Economics
Credit Suisse May 2010 - Present
Eller College of Management August 2008 - May 2009
BNP Paribas June 2008 - August 2008
Commonwealth Bank of Australia July 2002 - July 2007
Commonwealth Bank of Australia February 1999 - July 2002
Skills
Credit Risk, Capital Markets, Credit, Loans, High Yield, Derivatives, Portfolio Management, Financial Modeling, Credit Analysis, Fixed Income, Corporate Finance, Banking, Financial Analysis, Risk Management, Basel II
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
MS, Finance
University of Arizona, Eller College of Management 2007 — 2009
MBA
New York University 2006 — 2007
Diploma (SCPS), Credit Analysis
University of Sydney 1996 — 1999
Bachelor of Commerce, Economics
Ken Ford's Credit Suisse Experience February 1996 - February 2009
Job Private Investor
Industry Financial Services
Experience
Deutsche Bank January 2010 - January 2012
Credit Suisse February 1996 - February 2009
Merrill Lynch July 1986 - February 1996
Education
Boston College 1982 — 1986
BS, Finance
Deutsche Bank January 2010 - January 2012
Credit Suisse February 1996 - February 2009
Merrill Lynch July 1986 - February 1996
Education
Boston College 1982 — 1986
BS, Finance
Stephen Czick's Credit Suisse Experience May 2008 - April 2011
Job Director Institutional Sales at ETF Securities
Industry Financial Services
Experience
ETF Securities April 2014 - April 2015
Royal Bank of Scotland June 2011 - November 2012
Credit Suisse May 2008 - April 2011
JPMorgan 2003 - 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Valuation, Trading Systems, Structured Products, Bloomberg, Financial Modeling, Equity Derivatives, Banking, Credit Derivatives, FX Options, Asset Management
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Economics
ETF Securities April 2014 - April 2015
Royal Bank of Scotland June 2011 - November 2012
Credit Suisse May 2008 - April 2011
JPMorgan 2003 - 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Valuation, Trading Systems, Structured Products, Bloomberg, Financial Modeling, Equity Derivatives, Banking, Credit Derivatives, FX Options, Asset Management
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Economics
Erika Peña's Credit Suisse Experience July 2008 - June 2010
Job MBA, Class of 2014 at NYU Stern School of Business
Industry Financial Services
Experience
TD July 2015 - Present
NYU Stern School of Business August 2012 - May 2014
Procter & Gamble May 2013 - August 2013
TJX Co. December 2010 - July 2012
Credit Suisse July 2008 - June 2010
Sponsors for Educational Opportunity June 2007 - August 2007
Skills
Financial Analysis, Excel, Data Analysis, Valuation, Financial Modeling, Collaboration, Analytics, Close Attention to..., Project Management, Analysis, Management, Strategy, Finance, Marketing, Research, Business Strategy, Mergers & Acquisitions, Microsoft Excel
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
Boston College 2004 — 2008
BA, Economics
Universidad San Francisco de Quito 2006 — 2006
Study Abroad
Horace Mann 1998 — 2004
TD July 2015 - Present
NYU Stern School of Business August 2012 - May 2014
Procter & Gamble May 2013 - August 2013
TJX Co. December 2010 - July 2012
Credit Suisse July 2008 - June 2010
Sponsors for Educational Opportunity June 2007 - August 2007
Skills
Financial Analysis, Excel, Data Analysis, Valuation, Financial Modeling, Collaboration, Analytics, Close Attention to..., Project Management, Analysis, Management, Strategy, Finance, Marketing, Research, Business Strategy, Mergers & Acquisitions, Microsoft Excel
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
Boston College 2004 — 2008
BA, Economics
Universidad San Francisco de Quito 2006 — 2006
Study Abroad
Horace Mann 1998 — 2004
Jordana Upton's Credit Suisse Experience 2002 - 2007
Job Global Head of Human Resources at WorldQuant LLC
Industry Investment Management
Experience
WorldQuant LLC August 2014 - Present
SAC Capital July 2008 - August 2014
Bear Stearns 2007 - 2008
Credit Suisse 2002 - 2007
Skills
Talent Management, Talent Acquisition, Financial Services, Recruiting, Consulting, Change Management, Technical Recruiting
Education
Boston College 1996 — 2000
BS, Human Resources Management
Horace Greeley High School
Yorktown High School
WorldQuant LLC August 2014 - Present
SAC Capital July 2008 - August 2014
Bear Stearns 2007 - 2008
Credit Suisse 2002 - 2007
Skills
Talent Management, Talent Acquisition, Financial Services, Recruiting, Consulting, Change Management, Technical Recruiting
Education
Boston College 1996 — 2000
BS, Human Resources Management
Horace Greeley High School
Yorktown High School
Greg Clower's Credit Suisse Experience 2008 - 2012
Job Senior Vice President; Private Client Advisor
Industry Investment Management
Experience
U.S. Trust 2013 - Present
Credit Suisse 2008 - 2012
Lehman Brothers August 2006 - November 2008
Skills
Capital Markets, Credit, Credit Risk, Private Banking, Fixed Income, Credit Analysis, Financial Markets, Wealth Management, Loans
Education
Villanova University 1990 — 1995
MBA, Business
Boston College 1977 — 1981
B.S., Marketing
U.S. Trust 2013 - Present
Credit Suisse 2008 - 2012
Lehman Brothers August 2006 - November 2008
Skills
Capital Markets, Credit, Credit Risk, Private Banking, Fixed Income, Credit Analysis, Financial Markets, Wealth Management, Loans
Education
Villanova University 1990 — 1995
MBA, Business
Boston College 1977 — 1981
B.S., Marketing
Patrick Freytag's Credit Suisse Experience June 2011 - March 2014
Job Associate at Citizens Cap Markets
Industry Investment Banking
Experience
Citizens Financial Group July 2014 - Present
Credit Suisse June 2011 - March 2014
ExxonMobil May 2010 - August 2010
Société Générale Corporate and Investment Banking June 2008 - June 2009
Société Générale Corporate and Investment Banking January 2007 - June 2008
Moody's Investors Service June 2005 - January 2007
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Capital Markets, Mergers & Acquisitions, Finance, Investments, Credit Analysis, Strategy, Credit, Analysis, Loans, Valuation, Bloomberg, Investment Banking, Fixed Income, LBO
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Corporate Finance
Wheaton College (MA) 2001 — 2005
BA, Economics
Citizens Financial Group July 2014 - Present
Credit Suisse June 2011 - March 2014
ExxonMobil May 2010 - August 2010
Société Générale Corporate and Investment Banking June 2008 - June 2009
Société Générale Corporate and Investment Banking January 2007 - June 2008
Moody's Investors Service June 2005 - January 2007
Skills
Financial Modeling, Corporate Finance, Portfolio Management, Capital Markets, Mergers & Acquisitions, Finance, Investments, Credit Analysis, Strategy, Credit, Analysis, Loans, Valuation, Bloomberg, Investment Banking, Fixed Income, LBO
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Corporate Finance
Wheaton College (MA) 2001 — 2005
BA, Economics
Kevin Lacerda's Credit Suisse Experience November 2010 - July 2013
Job Equity Syndicate at UBS
Industry Investment Banking
Experience
UBS Investment Bank July 2013 - Present
Credit Suisse November 2010 - July 2013
Goldman Sachs January 2009 - June 2009
Education
Northeastern University 2005 — 2010
Boston College
UBS Investment Bank July 2013 - Present
Credit Suisse November 2010 - July 2013
Goldman Sachs January 2009 - June 2009
Education
Northeastern University 2005 — 2010
Boston College
Corina Birta's Credit Suisse Experience July 2011 - Present
Job
Industry Investment Banking
Experience
Credit Suisse July 2011 - Present
Bryant Park Capital June 2009 - September 2010
Carpathian Capital September 2008 - June 2009
Linklaters September 2006 - September 2008
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Boston College Law School 2003 — 2006
JD
Credit Suisse July 2011 - Present
Bryant Park Capital June 2009 - September 2010
Carpathian Capital September 2008 - June 2009
Linklaters September 2006 - September 2008
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Boston College Law School 2003 — 2006
JD
Richard Dart's Credit Suisse Experience 1983 - Present
Job Equity Sales Trading
Industry Banking
Experience
Credit Suisse 1983 - Present
Donaldson, Lufkin & Jenrette 1983 - September 2000
Education
Boston College
MBA, business
College of the Holy Cross 1969 — 1973
BA, Psychology
Credit Suisse 1983 - Present
Donaldson, Lufkin & Jenrette 1983 - September 2000
Education
Boston College
MBA, business
College of the Holy Cross 1969 — 1973
BA, Psychology
Bill Gamelli's Credit Suisse Experience February 2005 - September 2009
Job President at Mocktail Beverages, Inc.
Industry Food & Beverages
Experience
Mocktail Beverages, Inc. August 2012 - Present
Babel Education, Inc. September 2009 - Present
Perkins School for the Blind 2005 - 2012
Credit Suisse February 2005 - September 2009
Turner Hill Golf Club 2007 - 2009
Lehman Brothers July 1999 - February 2005
Salomon Smith Barney January 1995 - July 1999
Skills
Capital Markets, Leadership, Management, Private Equity, Strategic Planning, Venture Capital
Education
Boston University 1987 — 1992
BA, Economics, Political Science
Mocktail Beverages, Inc. August 2012 - Present
Babel Education, Inc. September 2009 - Present
Perkins School for the Blind 2005 - 2012
Credit Suisse February 2005 - September 2009
Turner Hill Golf Club 2007 - 2009
Lehman Brothers July 1999 - February 2005
Salomon Smith Barney January 1995 - July 1999
Skills
Capital Markets, Leadership, Management, Private Equity, Strategic Planning, Venture Capital
Education
Boston University 1987 — 1992
BA, Economics, Political Science
Bengardy St.Gerard's Credit Suisse Experience January 2012 - January 2012
Job Counterparty Credit Analyst at TD
Industry Investment Banking
Experience
TD Securities April 2014 - Present
Barclays June 2013 - March 2014
M.E.E (Motivate.Expose.Educate) September 2011 - February 2014
Barclays July 2013 - August 2013
Barclays December 2012 - January 2013
Barclays June 2012 - August 2012
Barclays June 2012 - August 2012
Volpe, The National Transportation Systems Center July 2011 - June 2012
Credit Suisse January 2012 - January 2012
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Organizational..., Presentations, Haitian Creole, Spanish, Finance, Credit Risk, Risk Management, Underwriting, French, Equities, Investments, Business Strategy, Financial Services
Education
Boston College 2009 — 2013
Bachelor's Degree, Management Science and Finance
Milton High School 2005 — 2009
TD Securities April 2014 - Present
Barclays June 2013 - March 2014
M.E.E (Motivate.Expose.Educate) September 2011 - February 2014
Barclays July 2013 - August 2013
Barclays December 2012 - January 2013
Barclays June 2012 - August 2012
Barclays June 2012 - August 2012
Volpe, The National Transportation Systems Center July 2011 - June 2012
Credit Suisse January 2012 - January 2012
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Organizational..., Presentations, Haitian Creole, Spanish, Finance, Credit Risk, Risk Management, Underwriting, French, Equities, Investments, Business Strategy, Financial Services
Education
Boston College 2009 — 2013
Bachelor's Degree, Management Science and Finance
Milton High School 2005 — 2009
Eileen Ryan's Credit Suisse Experience 2001 - 2005
Job Managing Director Wholesale Operational Risk and Compliance at Wells Fargo & Co
Industry Banking
Experience
Wells Fargo & Co January 2015 - Present
JPMorgan Chase August 2006 - January 2015
Securities Industry Association 2005 - 2006
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2001
Education
Brooklyn Law School 1986 — 1989
JD
Boston College
Bachelor of Arts (B.A.), French Language and Literature
Wells Fargo & Co January 2015 - Present
JPMorgan Chase August 2006 - January 2015
Securities Industry Association 2005 - 2006
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2001
Education
Brooklyn Law School 1986 — 1989
JD
Boston College
Bachelor of Arts (B.A.), French Language and Literature
Jon Piron's Credit Suisse Experience June 2012 - October 2014
Job The Performance Leader in Advertising Management Software ↑ Data Science → ↑ Ad Profits
Industry Marketing and Advertising
Experience
QuanticMind August 2015 - Present
Startup Stir June 2015 - Present
Jon P. Piron and Associates September 2014 - Present
Splitzee September 2014 - July 2015
Credit Suisse June 2012 - October 2014
Early Investors Inc. February 2013 - September 2014
BJ's Wholesale Club February 2011 - September 2011
Boston College Law School May 2010 - May 2011
Jewelry and Minerals of Las Vegas January 2000 - April 2009
EF Educational Tours December 2007 - May 2008
Skills
Negotiation, Data Analysis, Financial Analysis, Strategic Planning, Marketing Strategy, Problem Solving, Public Speaking, Market Research, New Business Development, Contract Negotiation, Customer Relations, Research, Budgeting, Public Relations, Competitive Analysis, Legal Research, Microsoft Excel, Budgets, Legal Writing, Asset Management, Valuation, Investments, Wealth Management, Mergers & Acquisitions, Leadership, Sales, Marketing, Retail, Business Analysis, Business Strategy, Business Development, Management, Entrepreneurship, Risk Management, Finance, Training, Analysis, Portfolio Management, Management Consulting, Private Equity, Editing, Financial Modeling, Corporate Law, Hedge Funds, Financial Services, Strategy, Corporate Finance, Fixed Income, Due Diligence, Tax
Education
Boston College Law School
Juris Doctor, Law
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Management
University of Oxford
Visiting Student, English Literature and Political Science
Boston University
Bachelor of Arts, English
University of Nevada, Las Vegas 2002 — 2004
Candidate for Bachelor of Arts, Economics and Mathematics
QuanticMind August 2015 - Present
Startup Stir June 2015 - Present
Jon P. Piron and Associates September 2014 - Present
Splitzee September 2014 - July 2015
Credit Suisse June 2012 - October 2014
Early Investors Inc. February 2013 - September 2014
BJ's Wholesale Club February 2011 - September 2011
Boston College Law School May 2010 - May 2011
Jewelry and Minerals of Las Vegas January 2000 - April 2009
EF Educational Tours December 2007 - May 2008
Skills
Negotiation, Data Analysis, Financial Analysis, Strategic Planning, Marketing Strategy, Problem Solving, Public Speaking, Market Research, New Business Development, Contract Negotiation, Customer Relations, Research, Budgeting, Public Relations, Competitive Analysis, Legal Research, Microsoft Excel, Budgets, Legal Writing, Asset Management, Valuation, Investments, Wealth Management, Mergers & Acquisitions, Leadership, Sales, Marketing, Retail, Business Analysis, Business Strategy, Business Development, Management, Entrepreneurship, Risk Management, Finance, Training, Analysis, Portfolio Management, Management Consulting, Private Equity, Editing, Financial Modeling, Corporate Law, Hedge Funds, Financial Services, Strategy, Corporate Finance, Fixed Income, Due Diligence, Tax
Education
Boston College Law School
Juris Doctor, Law
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Management
University of Oxford
Visiting Student, English Literature and Political Science
Boston University
Bachelor of Arts, English
University of Nevada, Las Vegas 2002 — 2004
Candidate for Bachelor of Arts, Economics and Mathematics
Danielle Caravetta's Credit Suisse Experience Vice President - SalsBanc of America SecuritiesJanuary 2006 - January 2008
Job Vice President Sales at Credit Suisse
Industry Banking
Experience
Credit Suisse Vice President - SalsBanc of America SecuritiesJanuary 2006 - January 2008
Education
Boston College 1999 — 2003
BA, Economics
Credit Suisse Vice President - SalsBanc of America SecuritiesJanuary 2006 - January 2008
Education
Boston College 1999 — 2003
BA, Economics
Francesca Sena's Credit Suisse Experience January 2005 - June 2010
Job General Counsel at Divergent Language Solutions
Industry Translation and Localization
Experience
Debtstream Corp. October 2014 - Present
Divergent Language Solutions June 2012 - Present
The Royal Bank of Scotland July 2010 - June 2012
Credit Suisse January 2005 - June 2010
Andrews Kurth LLP June 2002 - January 2005
Kramer Levin Naftalis & Frankel LLP August 1998 - May 2002
The Honorable Eugene R. Wedoff August 1997 - July 1998
Skills
Hedge Funds, Bankruptcy, Securities, Corporate Law, Capital Markets, Corporate Governance, Securities Regulation, Private Equity, Joint Ventures, Restructuring, Structured Finance, Mergers, Alternative Investments
Education
St. John's University School of Law 1994 — 1997
J.D.
Boston College 1989 — 1993
B.A., Political Science
The Bronx High School of Science 1985 — 1989
Debtstream Corp. October 2014 - Present
Divergent Language Solutions June 2012 - Present
The Royal Bank of Scotland July 2010 - June 2012
Credit Suisse January 2005 - June 2010
Andrews Kurth LLP June 2002 - January 2005
Kramer Levin Naftalis & Frankel LLP August 1998 - May 2002
The Honorable Eugene R. Wedoff August 1997 - July 1998
Skills
Hedge Funds, Bankruptcy, Securities, Corporate Law, Capital Markets, Corporate Governance, Securities Regulation, Private Equity, Joint Ventures, Restructuring, Structured Finance, Mergers, Alternative Investments
Education
St. John's University School of Law 1994 — 1997
J.D.
Boston College 1989 — 1993
B.A., Political Science
The Bronx High School of Science 1985 — 1989
Caitlin Meagher's Credit Suisse Experience July 2006 - December 2007
Job Senior System Services and Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2007 - Present
Credit Suisse July 2006 - December 2007
Fidelity Investments June 2003 - July 2006
Education
Boston College
BA
Fidelity Investments January 2007 - Present
Credit Suisse July 2006 - December 2007
Fidelity Investments June 2003 - July 2006
Education
Boston College
BA
Lauren Ortner's Credit Suisse Experience June 2012 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2012 - Present
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Credit Suisse June 2012 - Present
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Mark Filenbaum's Credit Suisse Experience January 2015 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse September 2013 - December 2014
Jefferies & Company July 2009 - September 2013
UBS Investment Bank July 2008 - June 2009
Skills
Equities, Investment Banking, Valuation, Financial Modeling, LBO, DCF, Due Diligence, Private Equity
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting & Analysis
Credit Suisse January 2015 - Present
Credit Suisse September 2013 - December 2014
Jefferies & Company July 2009 - September 2013
UBS Investment Bank July 2008 - June 2009
Skills
Equities, Investment Banking, Valuation, Financial Modeling, LBO, DCF, Due Diligence, Private Equity
Education
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science, Finance and Corporate Reporting & Analysis
Brennan McDonough's Credit Suisse Experience November 2012 - Present
Job Global Head of HR for the Talent, Branding and Centers of Excellence (CoE) Division at Credit Suisse
Industry Banking
Experience
Credit Suisse November 2012 - Present
Credit Suisse April 2006 - November 2012
Morgan, Lewis & Bockius LLP October 2001 - April 2006
Skills
Employment Law, Human Resources, Employee Relations, Discrimination, Deferred Compensation, Hiring, Interviews, Litigation, Management
Education
Boston College Law School 1998 — 2001
JD, Law
Cornell University 1994 — 1998
BS, Industrial and Labor Relations
Credit Suisse November 2012 - Present
Credit Suisse April 2006 - November 2012
Morgan, Lewis & Bockius LLP October 2001 - April 2006
Skills
Employment Law, Human Resources, Employee Relations, Discrimination, Deferred Compensation, Hiring, Interviews, Litigation, Management
Education
Boston College Law School 1998 — 2001
JD, Law
Cornell University 1994 — 1998
BS, Industrial and Labor Relations
Adam Sherer's Credit Suisse Experience 2014 - Present
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Axiom Capital Group, Inc. 2013 - 2014
Hawk Shaw Management 2007 - 2013
McDonald & Sons, Inc. 2003 - 2006
Skills
Project Management, Strategic Planning, Business Development, Business Planning, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance Specialization
University of Vermont
Bachelor of Science (B.S.), Environmental Engineering
Credit Suisse 2014 - Present
Axiom Capital Group, Inc. 2013 - 2014
Hawk Shaw Management 2007 - 2013
McDonald & Sons, Inc. 2003 - 2006
Skills
Project Management, Strategic Planning, Business Development, Business Planning, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management
Master of Business Administration (MBA), Finance Specialization
University of Vermont
Bachelor of Science (B.S.), Environmental Engineering
Andrei Smirnov's Credit Suisse Experience 2006 - 2009
Job Professional
Industry Investment Management
Experience
SAC Capital 2011 - 2012
Credit Suisse 2006 - 2009
Amaranth 2005 - 2006
Skills
Hedge Funds, Portfolio Management, Equities, C++, Proprietary Trading, Java, Trading Systems, High Frequency Trading, Electronic Trading, Statistical Arbitrage, Market Making, Risk Management, Trading, Quantitative Research, Research, Quantitative Analytics, Multithreading, C#, Program Trading, TCP/IP, Shell Scripting, Linux, Python, Credit Derivatives, Options, FX Options
Education
Boston University 2004 — 2005
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1986 — 1992
Master of Science (MS), physics and applied math
SAC Capital 2011 - 2012
Credit Suisse 2006 - 2009
Amaranth 2005 - 2006
Skills
Hedge Funds, Portfolio Management, Equities, C++, Proprietary Trading, Java, Trading Systems, High Frequency Trading, Electronic Trading, Statistical Arbitrage, Market Making, Risk Management, Trading, Quantitative Research, Research, Quantitative Analytics, Multithreading, C#, Program Trading, TCP/IP, Shell Scripting, Linux, Python, Credit Derivatives, Options, FX Options
Education
Boston University 2004 — 2005
Московский Физико-Технический Институт (Государственный Университет) (МФТИ) 1986 — 1992
Master of Science (MS), physics and applied math
Taylor Beaton's Credit Suisse Experience June 2013 - August 2013
Job Client Operations Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates June 2015 - Present
Cambridge Associates September 2014 - June 2015
Credit Suisse June 2013 - August 2013
West Newbury Youth Baseball May 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Equity Research
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), History, German, and International Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2012 — 2012
German, Economics, History, International Studies
Pentucket Regional High School 2006 — 2010
Cambridge Associates June 2015 - Present
Cambridge Associates September 2014 - June 2015
Credit Suisse June 2013 - August 2013
West Newbury Youth Baseball May 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Equity Research
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), History, German, and International Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2012 — 2012
German, Economics, History, International Studies
Pentucket Regional High School 2006 — 2010
Curt Woodworth's Credit Suisse Experience August 2015 - Present
Job Director Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2015 - Present
Nomura September 2011 - June 2015
J.P. Morgan July 1999 - November 2008
Education
Boston College 1995 — 1999
Bachelor’s Degree, Economics
Credit Suisse August 2015 - Present
Nomura September 2011 - June 2015
J.P. Morgan July 1999 - November 2008
Education
Boston College 1995 — 1999
Bachelor’s Degree, Economics
Megan Pagliaro's Credit Suisse Experience 2001 - 2011
Job Banking Professional
Industry Banking
Experience
Credit Suisse 2001 - 2011
Skills
Accounting/Finance
Education
Boston College - Carroll School of Management 1994 — 1996
Bachelor of Science (BS), Accoounting
Villanova University 1992 — 1993
Credit Suisse 2001 - 2011
Skills
Accounting/Finance
Education
Boston College - Carroll School of Management 1994 — 1996
Bachelor of Science (BS), Accoounting
Villanova University 1992 — 1993
Greg Kiely's Credit Suisse Experience July 2001 - September 2004
Job Director, Annaly Commercial Real Estate
Industry Banking
Experience
Annaly Commercial Real Estate Group May 2013 - Present
CIBC April 2011 - March 2013
Barclays August 2005 - March 2011
Credit Suisse July 2001 - September 2004
Skills
Valuation, Real Estate, Due Diligence, Investments
Education
Boston College - Carroll School of Management 1997 — 2001
Bachelor's degree, Finance, General
Annaly Commercial Real Estate Group May 2013 - Present
CIBC April 2011 - March 2013
Barclays August 2005 - March 2011
Credit Suisse July 2001 - September 2004
Skills
Valuation, Real Estate, Due Diligence, Investments
Education
Boston College - Carroll School of Management 1997 — 2001
Bachelor's degree, Finance, General
Peter Joel's Credit Suisse Experience June 1997 - Present
Job Interest Rate Sales at Credit Suisse
Industry Banking
Experience
Credit Suisse June 1997 - Present
Skills
Banking, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Fixed Income, Financial Modeling, Hedge Funds, Investment Banking, Alternative Investments, Options, Portfolio Management, Trading
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Strategic Management
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Economics, Honors Program
Credit Suisse June 1997 - Present
Skills
Banking, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Fixed Income, Financial Modeling, Hedge Funds, Investment Banking, Alternative Investments, Options, Portfolio Management, Trading
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Strategic Management
Boston College 1988 — 1992
Bachelor of Arts (B.A.), Economics, Honors Program
Michael McCarthy's Credit Suisse Experience February 2015 - Present
Job Associate, Healthcare Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse February 2015 - Present
Jefferies LLC July 2010 - January 2015
Revolution Partners June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics, History
Garden City High School 2002 — 2006
Credit Suisse February 2015 - Present
Jefferies LLC July 2010 - January 2015
Revolution Partners June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics, History
Garden City High School 2002 — 2006
Nima Malek Khosravi's Credit Suisse Experience October 2014 - November 2014
Job Sector Head (Industrials) at Georgetown Collegiate Investors, LLC
Industry Financial Services
Experience
Georgetown Collegiate Investors, LLC September 2015 - Present
Innovo Solutions Consulting January 2014 - Present
Navigant June 2015 - July 2015
Credit Suisse October 2014 - November 2014
Qualcomm May 2013 - August 2013
Skills
Financial Modeling, Equity Research, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Microsoft Word, Accounting, Research, PowerPoint, Financial Markets, Teamwork, Valuation
Education
Georgetown University 2013 — 2016
Bachelor of Science, Finance, General
University of Oxford 2014 — 2014
Summer Undergraduate Business Program
Boston College 2012 — 2013
Bachelor's degree, Finance, General
Georgetown Collegiate Investors, LLC September 2015 - Present
Innovo Solutions Consulting January 2014 - Present
Navigant June 2015 - July 2015
Credit Suisse October 2014 - November 2014
Qualcomm May 2013 - August 2013
Skills
Financial Modeling, Equity Research, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Microsoft Word, Accounting, Research, PowerPoint, Financial Markets, Teamwork, Valuation
Education
Georgetown University 2013 — 2016
Bachelor of Science, Finance, General
University of Oxford 2014 — 2014
Summer Undergraduate Business Program
Boston College 2012 — 2013
Bachelor's degree, Finance, General
Alison Setterberg's Credit Suisse Experience July 2008 - March 2013
Job VP Portfolio Analytics Metropolitan Real Estate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
The Carlyle Group May 2014 - August 2015
Venturi & Company April 2013 - February 2014
Credit Suisse July 2008 - March 2013
Merrill Lynch January 2007 - July 2008
Smith Barney, Citigroup Inc February 2005 - April 2006
American Express Company October 2004 - February 2005
Sandler O’Neill & Partners June 2004 - September 2004
Oppenheimer Funds May 2003 - August 2003
Mutual of America Life Insurance Company June 2000 - August 2002
Education
Boston College
Bachelor of Science (BS), Economcis
University of Notre Dame - Mendoza College of Business
Master of Business Administration (MBA), Finance & Investments
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.