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
Jack Newhouse Jack Newhouse's Credit Suisse Experience July 2001 - October 2002
Job Trader at Gator Trading Partners LLC
Industry Information Technology and Services
Experience
Gator Trading Partners LLC March 2003 - Present
Credit Suisse July 2001 - October 2002
Skills
Trading, Derivatives, Golf
Education
Duke University 1997 — 2001
bs, Economics
Lake Forest high School 1992 — 1997
Lake Forest high School
Gator Trading Partners LLC March 2003 - Present
Credit Suisse July 2001 - October 2002
Skills
Trading, Derivatives, Golf
Education
Duke University 1997 — 2001
bs, Economics
Lake Forest high School 1992 — 1997
Lake Forest high School
Kate Yuan Kate Yuan's Credit Suisse Experience July 2012 - February 2015
Job Senior Analyst, Corporate Development at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment February 2015 - Present
Credit Suisse July 2012 - February 2015
Credit Suisse June 2011 - August 2011
Skills
Investment Banking, Corporate Development, Strategy, Valuation, Financial Modeling, Statistics, Financial Analysis, Due Diligence, Microsoft Excel, Corporate Finance, Bloomberg, Financial Markets, Matlab, R, LaTeX, Quantitative Analytics, Microsoft Office, FactSet, Debt, DCF, Equities, IPO
Education
Duke University 2008 — 2012
Bachelor’s Degree, Statistical Science & Economics, Magna Cum Laude
University of California, Los Angeles
UCLA Extension Certificate in process, Entertainment & Music Industry
Dartmouth College - The Tuck School of Business at Dartmouth
The Tuck Business Bridge Program (Summer 2010)
Shanghai Foreign Language School
Sony Pictures Entertainment February 2015 - Present
Credit Suisse July 2012 - February 2015
Credit Suisse June 2011 - August 2011
Skills
Investment Banking, Corporate Development, Strategy, Valuation, Financial Modeling, Statistics, Financial Analysis, Due Diligence, Microsoft Excel, Corporate Finance, Bloomberg, Financial Markets, Matlab, R, LaTeX, Quantitative Analytics, Microsoft Office, FactSet, Debt, DCF, Equities, IPO
Education
Duke University 2008 — 2012
Bachelor’s Degree, Statistical Science & Economics, Magna Cum Laude
University of California, Los Angeles
UCLA Extension Certificate in process, Entertainment & Music Industry
Dartmouth College - The Tuck School of Business at Dartmouth
The Tuck Business Bridge Program (Summer 2010)
Shanghai Foreign Language School
Jeff Foster Jeff Foster's Credit Suisse Experience 2002 - 2005
Job Expedite
Industry Financial Services
Experience
Expedite Financial 2013 - Present
The Blackstone Group 2014 - 2015
US Treasury December 2009 - 2012
Apollo Global Management LLC 2005 - 2009
Credit Suisse 2002 - 2005
Skills
Public Policy, Politics, International Relations, Economics, Private Equity, Corporate Finance, Housing Finance, Financial Regulation, Investment Banking
Education
Duke University 1997 — 2001
Bachelor of Science (BS), Economics
Rockhurst HS 1993 — 1997
Expedite Financial 2013 - Present
The Blackstone Group 2014 - 2015
US Treasury December 2009 - 2012
Apollo Global Management LLC 2005 - 2009
Credit Suisse 2002 - 2005
Skills
Public Policy, Politics, International Relations, Economics, Private Equity, Corporate Finance, Housing Finance, Financial Regulation, Investment Banking
Education
Duke University 1997 — 2001
Bachelor of Science (BS), Economics
Rockhurst HS 1993 — 1997
Pradyumna Nadakuduty Pradyumna Nadakuduty's Credit Suisse Experience June 2008 - August 2008
Job Solar Project Developer at SunEdison
Industry Renewables & Environment
Experience
SunEdison July 2015 - Present
Dalberg Global Development Advisors June 2014 - August 2014
Acumen Fund February 2013 - August 2013
Booz & Company October 2009 - January 2013
Credit Suisse June 2008 - August 2008
Skills
Mergers, Financial Modeling, Management Consulting, Acquisition Integration, Valuation, Due Diligence, Business Strategy, Strategy, Private Equity, Organizational Design, Mergers & Acquisitions, Strategic Consulting, Energy, Entrepreneurship, Analysis, Finance, Change Management, Impact Investing, Investments, Market Entry, Investment Banking, Start-ups, Corporate Finance, Emerging Markets
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (MA), International Relations and International Economics
Duke University 2005 — 2009
BSE, Electrical & Computer Engineering, Economics (dual-major)
SunEdison July 2015 - Present
Dalberg Global Development Advisors June 2014 - August 2014
Acumen Fund February 2013 - August 2013
Booz & Company October 2009 - January 2013
Credit Suisse June 2008 - August 2008
Skills
Mergers, Financial Modeling, Management Consulting, Acquisition Integration, Valuation, Due Diligence, Business Strategy, Strategy, Private Equity, Organizational Design, Mergers & Acquisitions, Strategic Consulting, Energy, Entrepreneurship, Analysis, Finance, Change Management, Impact Investing, Investments, Market Entry, Investment Banking, Start-ups, Corporate Finance, Emerging Markets
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (MA), International Relations and International Economics
Duke University 2005 — 2009
BSE, Electrical & Computer Engineering, Economics (dual-major)
Kabir Melwani Kabir Melwani's Credit Suisse Experience June 2012 - August 2012
Job Corporate Finance Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
Credit Suisse June 2012 - August 2012
Vornado Realty Trust May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Technical Writing, Excel models, Financial Modeling, Corporate Finance, Economics, Investment Banking
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Duke University 2010 — 2014
Bachelor of Arts (BA): History, Minor: Economics, Certificate: Markets and Management
Riverdale Country School 2006 — 2010
McKinsey & Company September 2014 - Present
Credit Suisse June 2012 - August 2012
Vornado Realty Trust May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Technical Writing, Excel models, Financial Modeling, Corporate Finance, Economics, Investment Banking
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Duke University 2010 — 2014
Bachelor of Arts (BA): History, Minor: Economics, Certificate: Markets and Management
Riverdale Country School 2006 — 2010
Aurora Lopez Aurora Lopez's Credit Suisse Experience January 2011 - December 2011
Job Assistant Vice President at Blue Tower Ventures
Industry Retail
Experience
Blue Tower Ventures July 2014 - Present
B.B. Store January 2011 - Present
Mirador January 2013 - February 2014
Queue Agency December 2012 - January 2014
Credit Suisse January 2011 - December 2011
Citi Markets and Banking June 2008 - August 2008
Fuqua School of Business 2007 - 2008
Citi Markets and Banking June 2007 - August 2007
Skills
Economics, Private Banking, Entrepreneurship, Analytics, Spanish, Due Diligence, Microsoft Excel, Asset Management, Retail, Corporate Finance, Valuation, Financial Modeling, Management, Investment Banking, Trading
Education
School of Visual Arts 2009 — 2009
Continuing Education, Photography
Duke University 2005 — 2009
Bachelor of Arts, Economics
Blue Tower Ventures July 2014 - Present
B.B. Store January 2011 - Present
Mirador January 2013 - February 2014
Queue Agency December 2012 - January 2014
Credit Suisse January 2011 - December 2011
Citi Markets and Banking June 2008 - August 2008
Fuqua School of Business 2007 - 2008
Citi Markets and Banking June 2007 - August 2007
Skills
Economics, Private Banking, Entrepreneurship, Analytics, Spanish, Due Diligence, Microsoft Excel, Asset Management, Retail, Corporate Finance, Valuation, Financial Modeling, Management, Investment Banking, Trading
Education
School of Visual Arts 2009 — 2009
Continuing Education, Photography
Duke University 2005 — 2009
Bachelor of Arts, Economics
Sarah Thorpe Sarah Thorpe's Credit Suisse Experience May 2006 - July 2009
Job Director of Advertising
Industry Marketing and Advertising
Experience
The New York Times July 2015 - Present
The New York Times November 2013 - Present
CNBC August 2012 - November 2013
PureWow January 2012 - August 2012
Forbes Media July 2010 - December 2011
Cynthia Rowley December 2009 - April 2010
Credit Suisse May 2006 - July 2009
Skills
Online Advertising, Advertising Sales, Social Media, Digital Media, Digital Marketing, Digital Strategy, Advertising, Integrated Marketing
Education
Duke University 2002 — 2006
B.A., Public Policy
New York University 2004 — 2005
Providence Day School 1998 — 2002
High School Diploma
The New York Times July 2015 - Present
The New York Times November 2013 - Present
CNBC August 2012 - November 2013
PureWow January 2012 - August 2012
Forbes Media July 2010 - December 2011
Cynthia Rowley December 2009 - April 2010
Credit Suisse May 2006 - July 2009
Skills
Online Advertising, Advertising Sales, Social Media, Digital Media, Digital Marketing, Digital Strategy, Advertising, Integrated Marketing
Education
Duke University 2002 — 2006
B.A., Public Policy
New York University 2004 — 2005
Providence Day School 1998 — 2002
High School Diploma
David Landers David Landers's Credit Suisse Experience December 2004 - January 2009
Job Vice President at Managed Funds Association
Industry Financial Services
Experience
Managed Funds Association February 2009 - Present
George Mason University School of Law July 2014 - Present
Credit Suisse December 2004 - January 2009
MetLife 2002 - 2004
Williams & Jensen 1998 - 2002
Office of U.S. Senator Lauch Faircloth (R-NC) 1996 - 1998
Office of US Rep. Fred Heineman (R-NC) 1994 - 1996
Office of US Rep. Elton Gallegly (R-CA) 1993 - 1994
U.S. Department of Justice, Bureau of Justice Statistics May 1992 - May 1993
North Carolina General Assembly, Office of the House Minority Leader September 1986 - June 1989
Skills
Public Policy, Hedge Funds, Alternative Investments, Media Relations, Non-profits, Politics, Fundraising, Strategic Planning, Strategic Communications, Public Speaking, Government, Public Relations, Securities, Policy Analysis, Social Media
Education
Duke University 1980 — 1984
History, Political Science
George Mason University School of Law 1990 — 1993
JD, Law
Managed Funds Association February 2009 - Present
George Mason University School of Law July 2014 - Present
Credit Suisse December 2004 - January 2009
MetLife 2002 - 2004
Williams & Jensen 1998 - 2002
Office of U.S. Senator Lauch Faircloth (R-NC) 1996 - 1998
Office of US Rep. Fred Heineman (R-NC) 1994 - 1996
Office of US Rep. Elton Gallegly (R-CA) 1993 - 1994
U.S. Department of Justice, Bureau of Justice Statistics May 1992 - May 1993
North Carolina General Assembly, Office of the House Minority Leader September 1986 - June 1989
Skills
Public Policy, Hedge Funds, Alternative Investments, Media Relations, Non-profits, Politics, Fundraising, Strategic Planning, Strategic Communications, Public Speaking, Government, Public Relations, Securities, Policy Analysis, Social Media
Education
Duke University 1980 — 1984
History, Political Science
George Mason University School of Law 1990 — 1993
JD, Law
Nitish Basandra Nitish Basandra's Credit Suisse Experience May 2010 - August 2010
Job NFL Strategic Investment Fund / Corporate Development
Industry Entertainment
Experience
National Football League August 2014 - Present
Morgan Stanley June 2012 - July 2014
RBC Capital Markets June 2011 - August 2011
Credit Suisse May 2010 - August 2010
Education
Duke University 2008 — 2012
Bachelor of Science (B.S.), Economics (Concentration in Finance)
London School of Economics and Political Science 2010 — 2010
Econometrics and Quantitative Economics
Chattahoochee High School 2004 — 2008
National Football League August 2014 - Present
Morgan Stanley June 2012 - July 2014
RBC Capital Markets June 2011 - August 2011
Credit Suisse May 2010 - August 2010
Education
Duke University 2008 — 2012
Bachelor of Science (B.S.), Economics (Concentration in Finance)
London School of Economics and Political Science 2010 — 2010
Econometrics and Quantitative Economics
Chattahoochee High School 2004 — 2008
Caroline Stout's Credit Suisse Experience July 2013 - April 2014
Job Associate at EcoR1 Capital, LLC
Industry Financial Services
Experience
EcoR1 Capital, LLC May 2014 - Present
Credit Suisse July 2013 - April 2014
Credit Suisse June 2012 - August 2012
Barclays May 2011 - August 2011
Institute for Reproductive Health at Georgetown University October 2010 - May 2011
Pediatrix Medical Group June 2008 - May 2011
Skills
Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Financial Modeling, Valuation, Research, PowerPoint, Financial Analysis, Spanish, Data Analysis, Microsoft Word, Mergers, Statistics, Economics, Analysis
Education
Georgetown University 2009 — 2013
BA, Economics (Honors), Pre-Med, Cognitive Science
London School of Economics and Political Science
Macroeconomics
Duke University 2010 — 2010
Philosophy: The Birth of Reason
The Potomac School 1998 — 2009
High School Diploma
EcoR1 Capital, LLC May 2014 - Present
Credit Suisse July 2013 - April 2014
Credit Suisse June 2012 - August 2012
Barclays May 2011 - August 2011
Institute for Reproductive Health at Georgetown University October 2010 - May 2011
Pediatrix Medical Group June 2008 - May 2011
Skills
Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Financial Modeling, Valuation, Research, PowerPoint, Financial Analysis, Spanish, Data Analysis, Microsoft Word, Mergers, Statistics, Economics, Analysis
Education
Georgetown University 2009 — 2013
BA, Economics (Honors), Pre-Med, Cognitive Science
London School of Economics and Political Science
Macroeconomics
Duke University 2010 — 2010
Philosophy: The Birth of Reason
The Potomac School 1998 — 2009
High School Diploma
Haoduo Zhang Haoduo Zhang's Credit Suisse Experience June 2012 - July 2012
Job Investment Banking Associate at GF Securities
Industry Investment Banking
Experience
GF Securities July 2012 - February 2013
Credit Suisse June 2012 - July 2012
Basic Medical December 2011 - January 2012
Duke University September 2011 - December 2011
China Merchants Securities Co., Ltd. June 2009 - August 2009
Education
Duke University 2011 — 2012
Shanghai Jiao Tong University 2009 — 2011
Finance
Shanghai Jiao Tong University 2007 — 2011
Bachelor of Science, Material Science and Engineering
GF Securities July 2012 - February 2013
Credit Suisse June 2012 - July 2012
Basic Medical December 2011 - January 2012
Duke University September 2011 - December 2011
China Merchants Securities Co., Ltd. June 2009 - August 2009
Education
Duke University 2011 — 2012
Shanghai Jiao Tong University 2009 — 2011
Finance
Shanghai Jiao Tong University 2007 — 2011
Bachelor of Science, Material Science and Engineering
Alexis Keister Alexis Keister's Credit Suisse Experience September 2014 - Present
Job Derivatives Strategist at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2014 - Present
Susquehanna International Group July 2011 - August 2014
Managed Funds Association May 2010 - August 2010
Fuqua School of Business February 2010 - April 2010
Skills
Bloomberg, Microsoft Excel, Equity Derivatives, Investment Strategies, Financial Modeling, Options Strategies, Equity Valuation, Options
Education
Duke University 2007 — 2011
Bachelor of Arts (BA), Public Policy, Economics
Trinity College, Rome Campus 2009 — 2009
Credit Suisse September 2014 - Present
Susquehanna International Group July 2011 - August 2014
Managed Funds Association May 2010 - August 2010
Fuqua School of Business February 2010 - April 2010
Skills
Bloomberg, Microsoft Excel, Equity Derivatives, Investment Strategies, Financial Modeling, Options Strategies, Equity Valuation, Options
Education
Duke University 2007 — 2011
Bachelor of Arts (BA), Public Policy, Economics
Trinity College, Rome Campus 2009 — 2009
Ross Emory's Credit Suisse Experience June 2014 - August 2014
Job Institutional Sales Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
US Attorney's Office - EDVA July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Leadership
Education
Duke University 2011 — 2015
Bachelor’s Degree, Economics (BS) & Philosophy (Minor), Senior Year
Credit Suisse June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
US Attorney's Office - EDVA July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Leadership
Education
Duke University 2011 — 2015
Bachelor’s Degree, Economics (BS) & Philosophy (Minor), Senior Year
Michael Ives, CFA, CPA Michael Ives, CFA, CPA's Credit Suisse Experience June 2011 - August 2011
Job VP, Chief Financial Officer at PrometheusGroup
Industry Computer Software
Experience
PrometheusGroup 2012 - Present
Credit Suisse June 2011 - August 2011
PricewaterhouseCoopers 2005 - 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Master of Accounting
Duke University 1999 — 2003
B.A., Economics
PrometheusGroup 2012 - Present
Credit Suisse June 2011 - August 2011
PricewaterhouseCoopers 2005 - 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
Master of Accounting
Duke University 1999 — 2003
B.A., Economics
Alex Li Alex Li's Credit Suisse Experience June 2015 - Present
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Standard Chartered Bank May 2014 - July 2014
Fuqua School of Business August 2013 - May 2014
Bank of America Merrill Lynch January 2014 - January 2014
CITIC Securities July 2013 - August 2013
Nike May 2012 - August 2012
Skills
Mandarin, Stata, Java, Python, Public Speaking, Equity Research, Bloomberg, Valuation, Matlab
Education
Duke University 2012 — 2016
Bachelor of Science (BSc), Economics (Finance Concentration), Computer Science, Music
Anglo-Chinese School (Independent), Singapore 2007 — 2011
International Baccalaureate
Credit Suisse June 2015 - Present
Standard Chartered Bank May 2014 - July 2014
Fuqua School of Business August 2013 - May 2014
Bank of America Merrill Lynch January 2014 - January 2014
CITIC Securities July 2013 - August 2013
Nike May 2012 - August 2012
Skills
Mandarin, Stata, Java, Python, Public Speaking, Equity Research, Bloomberg, Valuation, Matlab
Education
Duke University 2012 — 2016
Bachelor of Science (BSc), Economics (Finance Concentration), Computer Science, Music
Anglo-Chinese School (Independent), Singapore 2007 — 2011
International Baccalaureate
Scott Perri Scott Perri's Credit Suisse Experience December 2014 - Present
Job Associate Equities Advanced Execution Services (AES) at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2014 - Present
Cantor Fitzgerald November 2012 - December 2014
Maxim Group June 2011 - September 2011
First Empire Securities June 2010 - September 2010
Skills
Series 63, Series 7, Bloomberg Terminal, Equities, Bloomberg, FINRA, Microsoft Excel, Portfolio Management, Fixed Income, Financial Modeling, Electronic Trading, Finance
Education
Drexel University 2008 — 2012
Bachelor of Science, Business Administration, Concentration in Finance
Smithtown H.S
Credit Suisse December 2014 - Present
Cantor Fitzgerald November 2012 - December 2014
Maxim Group June 2011 - September 2011
First Empire Securities June 2010 - September 2010
Skills
Series 63, Series 7, Bloomberg Terminal, Equities, Bloomberg, FINRA, Microsoft Excel, Portfolio Management, Fixed Income, Financial Modeling, Electronic Trading, Finance
Education
Drexel University 2008 — 2012
Bachelor of Science, Business Administration, Concentration in Finance
Smithtown H.S
Grant Gilliam Grant Gilliam's Credit Suisse Experience July 2005 - September 2008
Job Investment Director at CVC Capital Partners
Industry Financial Services
Experience
CVC Capital Partners September 2008 - Present
Credit Suisse July 2005 - September 2008
Education
Duke University 2001 — 2005
CVC Capital Partners September 2008 - Present
Credit Suisse July 2005 - September 2008
Education
Duke University 2001 — 2005
Jared Haftel Jared Haftel's Credit Suisse Experience May 2008 - August 2008
Job MBA Candidate, Stanford Graduate School of Business
Industry Primary/Secondary Education
Experience
Vector Capital August 2011 - July 2013
Merrill Lynch July 2009 - June 2011
Credit Suisse May 2008 - August 2008
Skills
LBO, Investment Banking, Valuation, Financial Modeling
Education
Duke University 2005 — 2009
Bachelors of Science, Mathematics & Economics
Vector Capital August 2011 - July 2013
Merrill Lynch July 2009 - June 2011
Credit Suisse May 2008 - August 2008
Skills
LBO, Investment Banking, Valuation, Financial Modeling
Education
Duke University 2005 — 2009
Bachelors of Science, Mathematics & Economics
John Meyers John Meyers's Credit Suisse Experience 2010 - 2010
Job Duke University Graduate June 2013
Industry Management Consulting
Experience
Oak Forest Ventures November 2013 - Present
Pfizer Pharmaceuticals 2012 - 2012
World Cup Sports Academy 2011 - 2011
Credit Suisse 2010 - 2010
Skills
Leadership, Team Building, Collaboration, Problem Solving, Business Analysis, Financial Analysis, Consulting, Marketing, Market Analysis, Forecasting, Analysis, Financial Modeling, Data Analysis, Sales
Education
Duke University 2009 — 2013
Bachelor of Arts (BA), Psychology / Financial Markets & Management Studies
Oak Forest Ventures November 2013 - Present
Pfizer Pharmaceuticals 2012 - 2012
World Cup Sports Academy 2011 - 2011
Credit Suisse 2010 - 2010
Skills
Leadership, Team Building, Collaboration, Problem Solving, Business Analysis, Financial Analysis, Consulting, Marketing, Market Analysis, Forecasting, Analysis, Financial Modeling, Data Analysis, Sales
Education
Duke University 2009 — 2013
Bachelor of Arts (BA), Psychology / Financial Markets & Management Studies
Anatoly Fedorko Anatoly Fedorko's Credit Suisse Experience October 2011 - June 2013
Job Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2014 - August 2014
Credit Suisse October 2011 - June 2013
Ernst & Young June 2011 - September 2011
Skills
Fixed Income, Valuation, Financial Markets
Education
Duke University 2013 — 2015
M.A., Economics
Financial University under the Government of the Russian Federation 2008 — 2013
B.A., M.A. (honors), Finance
Deutsche Bank June 2014 - August 2014
Credit Suisse October 2011 - June 2013
Ernst & Young June 2011 - September 2011
Skills
Fixed Income, Valuation, Financial Markets
Education
Duke University 2013 — 2015
M.A., Economics
Financial University under the Government of the Russian Federation 2008 — 2013
B.A., M.A. (honors), Finance
Akbar Dawood's Credit Suisse Experience 2007 - 2007
Job CoFounder, President, CFO at Grafiti, LLC
Industry Venture Capital & Private Equity
Experience
Untethered Labs LLC February 2015 - Present
Grafiti, LLC February 2014 - Present
Duke University August 2010 - Present
University of Maryland July 2010 - Present
Mtech Ventures 2010 - Present
Mtech Ventures 2008 - Present
Naya Jeevan (DC Chapter) 2010 - 2012
Credit Suisse 2007 - 2007
Bank of America 2005 - 2007
Skills
Venture Capital, Leveraged Finance, Financial Modeling, Investment Banking, Grant Writing, Due Diligence, Deal Sourcing, Business Strategy, Negotiation, Financial Analysis, Market Research, Hiring, Angel Investing, Socially Responsible..., Advisory Boards, Interviewing, Recruitment/Retention, Training & Development, Teaching/mentoring, liscencing, Start-ups, Competitive Landscape..., Market Opportunity..., Technical Review, Business Plan Evaluation, Business Plan..., Pitches, Document Preparation, Contract Negotiations, Equity Valuation, Lecturing, Able To Multi-task, Multicultural..., Deadline Oriented, Able To Work Under..., Team Leadership, Competitive Analysis, Business Planning, Valuation, Emerging Markets, Corporate Finance, Private Equity, Training, Economics
Education
Duke University 2001 — 2005
BS, Economics, Markets & Management
Untethered Labs LLC February 2015 - Present
Grafiti, LLC February 2014 - Present
Duke University August 2010 - Present
University of Maryland July 2010 - Present
Mtech Ventures 2010 - Present
Mtech Ventures 2008 - Present
Naya Jeevan (DC Chapter) 2010 - 2012
Credit Suisse 2007 - 2007
Bank of America 2005 - 2007
Skills
Venture Capital, Leveraged Finance, Financial Modeling, Investment Banking, Grant Writing, Due Diligence, Deal Sourcing, Business Strategy, Negotiation, Financial Analysis, Market Research, Hiring, Angel Investing, Socially Responsible..., Advisory Boards, Interviewing, Recruitment/Retention, Training & Development, Teaching/mentoring, liscencing, Start-ups, Competitive Landscape..., Market Opportunity..., Technical Review, Business Plan Evaluation, Business Plan..., Pitches, Document Preparation, Contract Negotiations, Equity Valuation, Lecturing, Able To Multi-task, Multicultural..., Deadline Oriented, Able To Work Under..., Team Leadership, Competitive Analysis, Business Planning, Valuation, Emerging Markets, Corporate Finance, Private Equity, Training, Economics
Education
Duke University 2001 — 2005
BS, Economics, Markets & Management
Rajan Mehta's Credit Suisse Experience July 2013 - February 2015
Job Manager, Corporate Development and M&A at SunEdison
Industry Renewables & Environment
Experience
SunEdison February 2015 - Present
Credit Suisse July 2013 - February 2015
Lockheed Martin 2009 - 2011
Bank of America Merrill Lynch 2008 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Strategy, Corporate Finance, Due Diligence, Trading, Asset Management, Data Analysis, Bloomberg, Portfolio Management, Leadership, Capital Markets, Fixed Income, Investment Banking, Investments, Management, Private Equity
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance, Strategy
Duke University 2004 — 2008
BA, Economics, Sociology
SunEdison February 2015 - Present
Credit Suisse July 2013 - February 2015
Lockheed Martin 2009 - 2011
Bank of America Merrill Lynch 2008 - 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Strategy, Corporate Finance, Due Diligence, Trading, Asset Management, Data Analysis, Bloomberg, Portfolio Management, Leadership, Capital Markets, Fixed Income, Investment Banking, Investments, Management, Private Equity
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance, Strategy
Duke University 2004 — 2008
BA, Economics, Sociology
David Cheong David Cheong's Credit Suisse Experience 2001 - 2002
Job Executive Recruiter at McKinsey & Company
Industry Staffing and Recruiting
Experience
McKinsey & Company 2014 - Present
Spencer Stuart 2008 - 2013
Energy Transportation Group International 2002 - 2007
Credit Suisse 2001 - 2002
Skills
Executive Search, Talent Acquisition, Private Equity, Banking, Financial Services, Asset Management, Management Consulting, Emerging Markets, Analytics
Education
Duke University 1997 — 2001
Bachelor of Arts
Saint Mary's International Tokyo
International Baccalaureate
McKinsey & Company 2014 - Present
Spencer Stuart 2008 - 2013
Energy Transportation Group International 2002 - 2007
Credit Suisse 2001 - 2002
Skills
Executive Search, Talent Acquisition, Private Equity, Banking, Financial Services, Asset Management, Management Consulting, Emerging Markets, Analytics
Education
Duke University 1997 — 2001
Bachelor of Arts
Saint Mary's International Tokyo
International Baccalaureate
Elizabeth Hamrick Elizabeth Hamrick's Credit Suisse Experience 2005 - 2007
Job Equities Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
SeedShift 2014 - Present
seedchange May 2014 - Present
Complete Recovery January 2014 - Present
A Center for Eating Disorders (http://www.acenterforeatingdisorders.com/) August 2013 - Present
MF Global May 2007 - May 2010
Credit Suisse 2005 - 2007
Skills
Private Equity, Financial Analysis, Equity Research, Investment Banking, M&A experience, Change Management, Capital Markets, Strategic Planning, Business Strategy, Mergers & Acquisitions, Derivatives, Strategy, Mergers, Hedge Funds, Fixed Income, Securities, Awesomeness, Financial Services, Emerging Markets, Alternative Investments, Portfolio Management, Finance, Due Diligence, Electronic Trading, Trading, Long Distance Running, Triathlon
Education
Harvard University 2001 — 2005
A.B., Economics
University of Cambridge 1999 — 1999
International Summer School, Quantum Physics & Shakespeare Summer Courses
Duke University 1998 — 1998
Talent Identification Program - Tropical Ecology Summer Studies
Morgan Stanley July 2010 - Present
SeedShift 2014 - Present
seedchange May 2014 - Present
Complete Recovery January 2014 - Present
A Center for Eating Disorders (http://www.acenterforeatingdisorders.com/) August 2013 - Present
MF Global May 2007 - May 2010
Credit Suisse 2005 - 2007
Skills
Private Equity, Financial Analysis, Equity Research, Investment Banking, M&A experience, Change Management, Capital Markets, Strategic Planning, Business Strategy, Mergers & Acquisitions, Derivatives, Strategy, Mergers, Hedge Funds, Fixed Income, Securities, Awesomeness, Financial Services, Emerging Markets, Alternative Investments, Portfolio Management, Finance, Due Diligence, Electronic Trading, Trading, Long Distance Running, Triathlon
Education
Harvard University 2001 — 2005
A.B., Economics
University of Cambridge 1999 — 1999
International Summer School, Quantum Physics & Shakespeare Summer Courses
Duke University 1998 — 1998
Talent Identification Program - Tropical Ecology Summer Studies
Andrew Symons, CFA Andrew Symons, CFA's Credit Suisse Experience July 2010 - June 2011
Job Director at Forum Capital Partners
Industry Banking
Experience
Forum Capital Partners December 2014 - Present
Forum Capital Partners October 2013 - December 2014
Eaton Partners, LLC June 2011 - September 2013
Credit Suisse July 2010 - June 2011
U.S. News & World Report May 2007 - August 2008
Initiative January 2005 - May 2007
Skills
Hedge Funds, Private Equity, Financial Modeling, Risk Management, Investments, Capital Raising, Equities, Investment Banking, Capital Markets, Alternative Investments, Emerging Markets, Asset Management, Fixed Income, Management
Education
CFA Institute 2010 — 2014
CFA Charterholder
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Duke University 2000 — 2004
BA, Public Policy, Economics
Weston High School 1996 — 2000
Forum Capital Partners December 2014 - Present
Forum Capital Partners October 2013 - December 2014
Eaton Partners, LLC June 2011 - September 2013
Credit Suisse July 2010 - June 2011
U.S. News & World Report May 2007 - August 2008
Initiative January 2005 - May 2007
Skills
Hedge Funds, Private Equity, Financial Modeling, Risk Management, Investments, Capital Raising, Equities, Investment Banking, Capital Markets, Alternative Investments, Emerging Markets, Asset Management, Fixed Income, Management
Education
CFA Institute 2010 — 2014
CFA Charterholder
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Duke University 2000 — 2004
BA, Public Policy, Economics
Weston High School 1996 — 2000
Dan Kapnick's Credit Suisse Experience July 2008 - July 2011
Job Brightwood Capital Advisors, LLC
Industry Investment Management
Experience
Brightwood Capital August 2013 - Present
Credit Suisse July 2008 - July 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
Duke University 2004 — 2008
BS, Economics
Brightwood Capital August 2013 - Present
Credit Suisse July 2008 - July 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
Duke University 2004 — 2008
BS, Economics
Andrew Margius Andrew Margius's Credit Suisse Experience July 2013 - Present
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Towers Watson May 2011 - August 2011
Cardiopulmonary Corp May 2009 - August 2010
Skills
Testing, Financial Modeling, Microsoft Office, Data Analysis, Economics, Capital Markets, Microsoft Excel, Bloomberg, Financial Analysis, Stata, Valuation, Research, PowerPoint, Microsoft Word, Market Research
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Towers Watson May 2011 - August 2011
Cardiopulmonary Corp May 2009 - August 2010
Skills
Testing, Financial Modeling, Microsoft Office, Data Analysis, Economics, Capital Markets, Microsoft Excel, Bloomberg, Financial Analysis, Stata, Valuation, Research, PowerPoint, Microsoft Word, Market Research
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics
Carlo Bertucci's Credit Suisse Experience 2010 - 2011
Job Corporate Development at Amazon.com
Industry Internet
Experience
Amazon.com 2011 - Present
Credit Suisse 2010 - 2011
Lehman Brothers / Barclays Capital 2008 - 2010
Lehman Brothers 2002 - 2006
Skills
Corporate Development, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Investments, Finance, Fixed Income, Leveraged Finance, Syndications, Business Strategy, Project Finance, LBO, Portfolio Management
Education
MIT Sloan School of Management 2006 — 2008
M.B.A.
Duke University 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Amazon.com 2011 - Present
Credit Suisse 2010 - 2011
Lehman Brothers / Barclays Capital 2008 - 2010
Lehman Brothers 2002 - 2006
Skills
Corporate Development, Private Equity, Financial Modeling, Investment Banking, Venture Capital, Mergers & Acquisitions, Valuation, Due Diligence, Strategy, Investments, Finance, Fixed Income, Leveraged Finance, Syndications, Business Strategy, Project Finance, LBO, Portfolio Management
Education
MIT Sloan School of Management 2006 — 2008
M.B.A.
Duke University 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Adrian Dollard Adrian Dollard's Credit Suisse Experience June 2000 - October 2006
Job CoFounder, COO at Qatalyst Partners
Industry Investment Banking
Experience
Qatalyst Partners February 2007 - Present
Credit Suisse June 2000 - October 2006
Shearman & Sterling LLP 1995 - 2000
Education
Regis High School 1984 — 1988
Duke University
BA, JD
Qatalyst Partners February 2007 - Present
Credit Suisse June 2000 - October 2006
Shearman & Sterling LLP 1995 - 2000
Education
Regis High School 1984 — 1988
Duke University
BA, JD
Orfeus Lance Shankle Orfeus Lance Shankle's Credit Suisse Experience June 2010 - July 2010
Job Model/Actor
Industry Apparel & Fashion
Experience
Revolution Clothiers and Co. March 2015 - Present
Scotch & Soda May 2013 - Present
Opening Ceremony January 2014 - July 2014
Blue & Cream December 2012 - February 2013
BMF Media June 2012 - November 2012
Sony ATV June 2011 - August 2011
Credit Suisse June 2010 - July 2010
Skills
Social Media, Drafting Proposals, Direct Client..., Sales Presentations, Administrative..., Creative Strategy, Music Industry, Music Publishing, Event Based Marketing, Management, Sales, Music, Press Releases
Education
Duke University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Providence Day School 2004 — 2008
Revolution Clothiers and Co. March 2015 - Present
Scotch & Soda May 2013 - Present
Opening Ceremony January 2014 - July 2014
Blue & Cream December 2012 - February 2013
BMF Media June 2012 - November 2012
Sony ATV June 2011 - August 2011
Credit Suisse June 2010 - July 2010
Skills
Social Media, Drafting Proposals, Direct Client..., Sales Presentations, Administrative..., Creative Strategy, Music Industry, Music Publishing, Event Based Marketing, Management, Sales, Music, Press Releases
Education
Duke University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Providence Day School 2004 — 2008
Dan Gattis Dan Gattis's Credit Suisse Experience 1999 - 2001
Job Senior Vice President at IPS Group
Industry Management Consulting
Experience
IPS Group February 2011 - Present
The Jacobson Group October 2006 - February 2010
The Richard Harrington Company 2001 - 2006
Credit Suisse 1999 - 2001
ARM Financial Group 1996 - 1999
Chalke Consulting 1992 - 1996
SEI Investments 1988 - 1992
KPMG Peat Marwick 1983 - 1988
LOMA 1978 - 1983
JL Minton & Associates 1973 - 1978
Skills
Management, Strategy, Business Development, Mergers & Acquisitions, Executive Search, Insurance, Casualty, Property & Casualty..., Recruiting, Financial Services, New Business Development, Process Improvement, Investments, Sales, Talent Management, Program Management, Market Research, Underwriting, Business Strategy, Business Planning, Enterprise Risk..., Reinsurance, Financial Risk, Project Planning, Public Speaking, Mergers, Portfolio Management, Executive Management, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1973
MPA, Public Administration
University of North Carolina at Chapel Hill 1966 — 1970
BA, Political Science
Duke University 1961 — 1965
Political Science, Military History
The Lawrenceville School 1958 — 1961
IPS Group February 2011 - Present
The Jacobson Group October 2006 - February 2010
The Richard Harrington Company 2001 - 2006
Credit Suisse 1999 - 2001
ARM Financial Group 1996 - 1999
Chalke Consulting 1992 - 1996
SEI Investments 1988 - 1992
KPMG Peat Marwick 1983 - 1988
LOMA 1978 - 1983
JL Minton & Associates 1973 - 1978
Skills
Management, Strategy, Business Development, Mergers & Acquisitions, Executive Search, Insurance, Casualty, Property & Casualty..., Recruiting, Financial Services, New Business Development, Process Improvement, Investments, Sales, Talent Management, Program Management, Market Research, Underwriting, Business Strategy, Business Planning, Enterprise Risk..., Reinsurance, Financial Risk, Project Planning, Public Speaking, Mergers, Portfolio Management, Executive Management, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1973
MPA, Public Administration
University of North Carolina at Chapel Hill 1966 — 1970
BA, Political Science
Duke University 1961 — 1965
Political Science, Military History
The Lawrenceville School 1958 — 1961
Gregory Bruno Gregory Bruno's Credit Suisse Experience May 2014 - Present
Job Senior Legal Analyst Regulatory Litigation
Industry Legal Services
Experience
Credit Suisse May 2014 - Present
Stern & Montana September 2013 - April 2014
Lawtronics September 2011 - August 2013
South River Board of Education January 2011 - April 2011
MassVOTE September 2010 - December 2010
Washington Wallcoverings June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Data Analysis, Westlaw, Legal Research, Research, PowerPoint, Legal Writing, Non-profits, Data Entry, Event Planning, Public Speaking, Fundraising, Social Media, Analysis, Public Relations, Customer Service, Photoshop, Management, Strategic Planning, Community Outreach, Teaching
Education
Duke University 2011 — 2012
Certificate, Paralegal Studies
Northeastern University 2009 — 2011
Master of Arts (M.A.), International Relations and Affairs
University of Rhode Island 2005 — 2009
Bachelor of Arts (B.A.), History
Old Bridge High School
Old Bridge High School
Credit Suisse May 2014 - Present
Stern & Montana September 2013 - April 2014
Lawtronics September 2011 - August 2013
South River Board of Education January 2011 - April 2011
MassVOTE September 2010 - December 2010
Washington Wallcoverings June 2007 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Data Analysis, Westlaw, Legal Research, Research, PowerPoint, Legal Writing, Non-profits, Data Entry, Event Planning, Public Speaking, Fundraising, Social Media, Analysis, Public Relations, Customer Service, Photoshop, Management, Strategic Planning, Community Outreach, Teaching
Education
Duke University 2011 — 2012
Certificate, Paralegal Studies
Northeastern University 2009 — 2011
Master of Arts (M.A.), International Relations and Affairs
University of Rhode Island 2005 — 2009
Bachelor of Arts (B.A.), History
Old Bridge High School
Old Bridge High School
Devin Devrai's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Peter J. Solomon Company June 2014 - August 2014
Focus Investment Banking, LLC May 2013 - July 2013
Nashville Capital Network May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Wordpress, Investment Banking, Valuation
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics (Finance Concentration)
University of Sydney 2012 — 2012
Study Abroad
Pope John Paul II High School 2007 — 2011
Credit Suisse July 2015 - Present
Peter J. Solomon Company June 2014 - August 2014
Focus Investment Banking, LLC May 2013 - July 2013
Nashville Capital Network May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Wordpress, Investment Banking, Valuation
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics (Finance Concentration)
University of Sydney 2012 — 2012
Study Abroad
Pope John Paul II High School 2007 — 2011
Courtney Thomas Courtney Thomas's Credit Suisse Experience May 2013 - Present
Job Vice President and Counsel at Credit Suisse
Industry Law Practice
Experience
Credit Suisse May 2013 - Present
Richards Kibbe & Orbe LLP April 2007 - May 2013
Simpson Thacher & Bartlett LLP October 2003 - February 2007
Skills
Corporate Finance, Restructuring, Loans, Corporate Law, Corporate Governance, Cross-border..., Bankruptcy, Venture Capital, Capital Markets, Licensing, Legal Advice, Due Diligence, Finance, International Law, Hedge Funds
Education
New York University School of Law 2000 — 2003
J.D.
Duke University 1994 — 1998
B.A., English
Credit Suisse May 2013 - Present
Richards Kibbe & Orbe LLP April 2007 - May 2013
Simpson Thacher & Bartlett LLP October 2003 - February 2007
Skills
Corporate Finance, Restructuring, Loans, Corporate Law, Corporate Governance, Cross-border..., Bankruptcy, Venture Capital, Capital Markets, Licensing, Legal Advice, Due Diligence, Finance, International Law, Hedge Funds
Education
New York University School of Law 2000 — 2003
J.D.
Duke University 1994 — 1998
B.A., English
Jason Strominger Jason Strominger's Credit Suisse Experience January 2008 - June 2008
Job Vice President Institutional Sales at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies June 2015 - Present
Ardour Capital Investments September 2014 - June 2015
Sidoti & Company October 2010 - May 2014
The Investor Relations Group 2009 - 2010
Rodman & Renshaw August 2008 - December 2008
Credit Suisse January 2008 - June 2008
Bear Stearns December 2003 - December 2007
MTV 1991 - 1998
Skills
Capital Markets, Equity Research, Investor Relations, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Production, Writing, New Business Development, Business Development, Equities, Valuation, Directing
Education
Duke University
BA, Public Policy Studies
University of North Carolina at Chapel Hill
Queen Mary, U. of London
D.A. Davidson Companies June 2015 - Present
Ardour Capital Investments September 2014 - June 2015
Sidoti & Company October 2010 - May 2014
The Investor Relations Group 2009 - 2010
Rodman & Renshaw August 2008 - December 2008
Credit Suisse January 2008 - June 2008
Bear Stearns December 2003 - December 2007
MTV 1991 - 1998
Skills
Capital Markets, Equity Research, Investor Relations, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Production, Writing, New Business Development, Business Development, Equities, Valuation, Directing
Education
Duke University
BA, Public Policy Studies
University of North Carolina at Chapel Hill
Queen Mary, U. of London
Fan Loretta Bu Fan Loretta Bu's Credit Suisse Experience June 2013 - August 2013
Job Structured credit trading, Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Duke University July 2010 - May 2014
Duke University January 2011 - January 2014
Credit Suisse June 2013 - August 2013
CIGNA May 2012 - August 2012
Citi December 2011 - January 2012
Fuqua School of Business December 2010 - May 2011
Skills
Actuarial Science, R, VBA, Investments, Data Analysis
Education
Duke University 2010 — 2014
B.S, Statistics, Finance, Pilosophy
Citi June 2014 - Present
Duke University July 2010 - May 2014
Duke University January 2011 - January 2014
Credit Suisse June 2013 - August 2013
CIGNA May 2012 - August 2012
Citi December 2011 - January 2012
Fuqua School of Business December 2010 - May 2011
Skills
Actuarial Science, R, VBA, Investments, Data Analysis
Education
Duke University 2010 — 2014
B.S, Statistics, Finance, Pilosophy
Dylan Robbins Dylan Robbins's Credit Suisse Experience June 2014 - August 2014
Job Analyst at Goldman Sachs & Co, Leveraged Finance, Investment Banking Division
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Credit Suisse June 2014 - August 2014
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Leadership, Data Analysis, Financial Modeling, Financial Accounting, Leveraged Finance, Investment Banking, Start-ups, Entrepreneurship, Mobile Applications
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Economics, Markets and Management Certificate
Brunswick High School 2007 — 2011
High School
Goldman Sachs July 2015 - Present
Credit Suisse June 2014 - August 2014
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Leadership, Data Analysis, Financial Modeling, Financial Accounting, Leveraged Finance, Investment Banking, Start-ups, Entrepreneurship, Mobile Applications
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Economics, Markets and Management Certificate
Brunswick High School 2007 — 2011
High School
Grace Foster's Credit Suisse Experience June 2011 - August 2011
Job Business Analysis Manager at Chase
Industry Financial Services
Experience
Chase July 2014 - August 2015
JPMorgan Chase July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Studley June 2010 - August 2010
Skills
Access, Training, Critical Thinking, Business Analysis, Data Analysis, Visio, Statistics, Microsoft Excel, Research, SPSS, Microsoft Office, PowerPoint, SAS, Microsoft Word, Stata, VBA, Databases, SharePoint, Tableau, Leadership, Time Management, Analytics, Analysis
Education
Drexel University 2014 — 2016
Master of Science (M.S.)
Elon University 2008 — 2012
BA
Chase July 2014 - August 2015
JPMorgan Chase July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Studley June 2010 - August 2010
Skills
Access, Training, Critical Thinking, Business Analysis, Data Analysis, Visio, Statistics, Microsoft Excel, Research, SPSS, Microsoft Office, PowerPoint, SAS, Microsoft Word, Stata, VBA, Databases, SharePoint, Tableau, Leadership, Time Management, Analytics, Analysis
Education
Drexel University 2014 — 2016
Master of Science (M.S.)
Elon University 2008 — 2012
BA
Daren Miller's Credit Suisse Experience May 2012 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2012 - Present
Credit Suisse June 2011 - August 2011
Center for American Progress June 2010 - August 2010
Skills
Financial Modeling, Strategy, Analysis, Leadership, Data Analysis, Management, Microsoft Office, Economics, Research, Corporate Finance, Due Diligence, Valuation, Bloomberg, Spanish, Financial Analysis, Leadership Development, Strategic Planning, Higher Education, Quantitative Analytics, Client Relations, Client Liaison, Public Speaking, Public Policy, Deal Execution
Education
Duke University 2008 — 2012
BA, Public Policy Studies
NYU in Madrid 2010 — 2011
Study Abroad, Spanish, Economics, Political Science & Art History
Credit Suisse May 2012 - Present
Credit Suisse June 2011 - August 2011
Center for American Progress June 2010 - August 2010
Skills
Financial Modeling, Strategy, Analysis, Leadership, Data Analysis, Management, Microsoft Office, Economics, Research, Corporate Finance, Due Diligence, Valuation, Bloomberg, Spanish, Financial Analysis, Leadership Development, Strategic Planning, Higher Education, Quantitative Analytics, Client Relations, Client Liaison, Public Speaking, Public Policy, Deal Execution
Education
Duke University 2008 — 2012
BA, Public Policy Studies
NYU in Madrid 2010 — 2011
Study Abroad, Spanish, Economics, Political Science & Art History
Benjamen Ober's Credit Suisse Experience July 2015 - Present
Job Credit Risk Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Tamarac Inc. February 2015 - July 2015
Lorelli & Co. August 2014 - January 2015
Cru September 2009 - December 2012
Full Tilt Poker May 2009 - September 2009
Commonwealth Foundation for Public Policy Alternatives May 2008 - August 2008
Skills
Financial Modeling, Research, Public Speaking, Leadership, Microsoft Office, Fundraising
Education
Duke University 2005 — 2009
BA, Public Policy, Religion. Minor Economics, 3.61/4.0
Southeastern Baptist Theological Seminary 2011 — 2014
Master of Divinity (M.Div.), 4.0/4.0
Credit Suisse July 2015 - Present
Tamarac Inc. February 2015 - July 2015
Lorelli & Co. August 2014 - January 2015
Cru September 2009 - December 2012
Full Tilt Poker May 2009 - September 2009
Commonwealth Foundation for Public Policy Alternatives May 2008 - August 2008
Skills
Financial Modeling, Research, Public Speaking, Leadership, Microsoft Office, Fundraising
Education
Duke University 2005 — 2009
BA, Public Policy, Religion. Minor Economics, 3.61/4.0
Southeastern Baptist Theological Seminary 2011 — 2014
Master of Divinity (M.Div.), 4.0/4.0
Benjamin Berg Benjamin Berg's Credit Suisse Experience 2011 - 2012
Job InvestorBacked Entrepreneur Looking to Acquire and Grow One Business
Industry Venture Capital & Private Equity
Experience
North Brookside Capital 2014 - Present
Coller Capital 2013 - 2014
Credit Suisse 2011 - 2012
Peter J. Solomon Company 2009 - 2011
Education
Duke University 2005 — 2009
Bachelor's Degree
North Brookside Capital 2014 - Present
Coller Capital 2013 - 2014
Credit Suisse 2011 - 2012
Peter J. Solomon Company 2009 - 2011
Education
Duke University 2005 — 2009
Bachelor's Degree
Alex Hardy Alex Hardy's Credit Suisse Experience July 2013 - February 2015
Job Program Associate at Techstars
Industry Financial Services
Experience
Credit Suisse July 2013 - February 2015
US Securities and Exchange Commission January 2013 - May 2013
Goldman Sachs May 2012 - August 2012
Jones Lang LaSalle June 2011 - August 2011
First Southern Mortgage Corporation November 2010 - June 2011
United States District Court for the District of Nevada May 2010 - August 2010
New York City Department of Small Business Services May 2008 - August 2008
Skills
Investment Banking, Entrepreneurship, Microsoft Excel, Financial Technology, Due Diligence, Mergers & Acquisitions, Real Estate, Early-stage Startups, Private Equity, Loans, Legal Issues, Research, Corporate Governance, Securities Regulation, Bankruptcy, Corporate Law, Legal Research, Legal Writing, FinTech, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2013
MBA, Real Estate, Finance
Vanderbilt University Law School 2009 — 2013
JD, Law
Duke University 2005 — 2009
Bachelor's degree, Public Policy Studies, Economics
Lower Merion HIgh School 2001 — 2005
Credit Suisse July 2013 - February 2015
US Securities and Exchange Commission January 2013 - May 2013
Goldman Sachs May 2012 - August 2012
Jones Lang LaSalle June 2011 - August 2011
First Southern Mortgage Corporation November 2010 - June 2011
United States District Court for the District of Nevada May 2010 - August 2010
New York City Department of Small Business Services May 2008 - August 2008
Skills
Investment Banking, Entrepreneurship, Microsoft Excel, Financial Technology, Due Diligence, Mergers & Acquisitions, Real Estate, Early-stage Startups, Private Equity, Loans, Legal Issues, Research, Corporate Governance, Securities Regulation, Bankruptcy, Corporate Law, Legal Research, Legal Writing, FinTech, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2013
MBA, Real Estate, Finance
Vanderbilt University Law School 2009 — 2013
JD, Law
Duke University 2005 — 2009
Bachelor's degree, Public Policy Studies, Economics
Lower Merion HIgh School 2001 — 2005
Shoshana Weiss's Credit Suisse Experience June 2010 - September 2010
Job Vanguard Accelerated Development Program Participant at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Signals Group February 2014 - May 2014
Vanguard April 2012 - February 2014
Philadelphia-Israel Chamber of Commerce September 2012 - February 2013
Susquehanna International Group March 2011 - September 2011
Credit Suisse June 2010 - September 2010
Skills
Access, Investments, Microsoft Office, PowerPoint, Process Improvement, Microsoft Excel, Financial Analysis, Microsoft Word, Competitive Analysis, Sales, Banking, Database Design, Customer Service, Excel, Word, Customer Relations, Public Speaking, Social Media, Research, Entrepreneurship, Corporate Social..., User Interface Design, Client Services, Client Relations, Operations Management, Retirement Plan..., 401k, 401k Rollovers, Transfer Agency, Project Management, Leadership, Data Analysis, Management, Financial Services, Business Development, Start-ups, Social Media Marketing, Financial Modeling
Education
Drexel University 2009 — 2013
Bachelor of Science (B.S.), Finance and Management Information Systems, 3.7
Vanguard July 2014 - Present
Signals Group February 2014 - May 2014
Vanguard April 2012 - February 2014
Philadelphia-Israel Chamber of Commerce September 2012 - February 2013
Susquehanna International Group March 2011 - September 2011
Credit Suisse June 2010 - September 2010
Skills
Access, Investments, Microsoft Office, PowerPoint, Process Improvement, Microsoft Excel, Financial Analysis, Microsoft Word, Competitive Analysis, Sales, Banking, Database Design, Customer Service, Excel, Word, Customer Relations, Public Speaking, Social Media, Research, Entrepreneurship, Corporate Social..., User Interface Design, Client Services, Client Relations, Operations Management, Retirement Plan..., 401k, 401k Rollovers, Transfer Agency, Project Management, Leadership, Data Analysis, Management, Financial Services, Business Development, Start-ups, Social Media Marketing, Financial Modeling
Education
Drexel University 2009 — 2013
Bachelor of Science (B.S.), Finance and Management Information Systems, 3.7
Lisa Gaffney Lisa Gaffney's Credit Suisse Experience 2010 - 2011
Job Consultant; creating financial and operating agility for social sector clients; based in DC and NYC
Industry Management Consulting
Experience
MarketMatters Group LLC January 2015 - Present
Taproot Foundation 2009 - 2015
FINCA International January 2013 - December 2014
US Securities and Exchange Commission May 2013 - July 2013
Credit Suisse 2010 - 2011
Lehman Brothers Asset Management/Neuberger Berman 2004 - 2008
JPMorgan Investment Management 2002 - 2004
Deutsche Bank Securities 1999 - 2002
CIBC World Markets 1997 - 1999
Bear Stearns 1996 - 1997
Skills
Financial Analysis, Business Analysis, Credit Analysis, Financial Statement..., Financial Forecasting, Investment Management, Research, Nonprofit Consulting, Grants, Program Management, Project Management, Non-profit Boards, Building Relationships, Consultative Selling, Oral & Written..., Teamwork, Client Relationship..., High Yield, Corporate Bonds, Interpersonal..., Sell Side, Valuation, Non-profits, CRM, Fixed Income, Nonprofits, Management Consulting, Investments, Portfolio Management, Mergers & Acquisitions, Capital Markets, Finance, Due Diligence, Corporates, Strategy, Strategic Planning, Financial Services, Selling, Investment Banking, Business Strategy, Business Development
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Duke University 1977 — 1981
BA, Economics
Walter Johnson High School
MarketMatters Group LLC January 2015 - Present
Taproot Foundation 2009 - 2015
FINCA International January 2013 - December 2014
US Securities and Exchange Commission May 2013 - July 2013
Credit Suisse 2010 - 2011
Lehman Brothers Asset Management/Neuberger Berman 2004 - 2008
JPMorgan Investment Management 2002 - 2004
Deutsche Bank Securities 1999 - 2002
CIBC World Markets 1997 - 1999
Bear Stearns 1996 - 1997
Skills
Financial Analysis, Business Analysis, Credit Analysis, Financial Statement..., Financial Forecasting, Investment Management, Research, Nonprofit Consulting, Grants, Program Management, Project Management, Non-profit Boards, Building Relationships, Consultative Selling, Oral & Written..., Teamwork, Client Relationship..., High Yield, Corporate Bonds, Interpersonal..., Sell Side, Valuation, Non-profits, CRM, Fixed Income, Nonprofits, Management Consulting, Investments, Portfolio Management, Mergers & Acquisitions, Capital Markets, Finance, Due Diligence, Corporates, Strategy, Strategic Planning, Financial Services, Selling, Investment Banking, Business Strategy, Business Development
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Duke University 1977 — 1981
BA, Economics
Walter Johnson High School
Andrew Hartzler, CTP Andrew Hartzler, CTP's Credit Suisse Experience April 2013 - Present
Job Assistant Vice President Cash & Liquidity Management at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2013 - Present
Credit Suisse August 2012 - March 2013
Credit Suisse January 2009 - July 2012
Credit Suisse May 2005 - December 2008
Pittsburgh Steelers Sports Inc May 2004 - August 2004
Mellon Bank June 2000 - August 2003
Skills
Operations Management, Bank Reconciliation, SWIFT payments, Customer Service, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Operational Excellence, Investment Banking, Structured Products, Microsoft Office, VBA, Goal Setting, Performance Reviews, Mentoring, Swaps
Education
Duke University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Credit Suisse April 2013 - Present
Credit Suisse August 2012 - March 2013
Credit Suisse January 2009 - July 2012
Credit Suisse May 2005 - December 2008
Pittsburgh Steelers Sports Inc May 2004 - August 2004
Mellon Bank June 2000 - August 2003
Skills
Operations Management, Bank Reconciliation, SWIFT payments, Customer Service, Derivatives, Equity Derivatives, Credit Derivatives, Interest Rate..., Operational Excellence, Investment Banking, Structured Products, Microsoft Office, VBA, Goal Setting, Performance Reviews, Mentoring, Swaps
Education
Duke University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Alexander van Dijk Alexander van Dijk's Credit Suisse Experience July 2007 - March 2009
Job Manager, Planning & Operations, Technical Development at Biogen Idec
Industry Online Media
Experience
Biogen Idec July 2013 - Present
Biogen Idec July 2013 - Present
Fuqua School of Business July 2011 - May 2013
Biogen Idec 2012 - 2012
Human Digital July 2010 - April 2011
Interaction London September 2009 - July 2010
ARK (Absolute Return for Kids) May 2009 - September 2009
Credit Suisse July 2007 - March 2009
Skills
Financial Modeling, Data Analysis, Competitive Analysis, Strategy, Valuation, Financial Analysis, Market Research, Business Strategy, Business Efficiency, Cross-functional Team..., Strategic Planning, Analytics, Corporate Finance, Management Consulting, Strategic Consulting, Analysis, Due Diligence, Project Management, Mergers, Entrepreneurship, Management, Investments
Education
Fuqua School of Business, Duke University 2011 — 2013
Master of Business Administration, Health Sector Management, Financial Analysis
Duke University 2003 — 2007
BA, History and Economics
Biogen Idec July 2013 - Present
Biogen Idec July 2013 - Present
Fuqua School of Business July 2011 - May 2013
Biogen Idec 2012 - 2012
Human Digital July 2010 - April 2011
Interaction London September 2009 - July 2010
ARK (Absolute Return for Kids) May 2009 - September 2009
Credit Suisse July 2007 - March 2009
Skills
Financial Modeling, Data Analysis, Competitive Analysis, Strategy, Valuation, Financial Analysis, Market Research, Business Strategy, Business Efficiency, Cross-functional Team..., Strategic Planning, Analytics, Corporate Finance, Management Consulting, Strategic Consulting, Analysis, Due Diligence, Project Management, Mergers, Entrepreneurship, Management, Investments
Education
Fuqua School of Business, Duke University 2011 — 2013
Master of Business Administration, Health Sector Management, Financial Analysis
Duke University 2003 — 2007
BA, History and Economics
Claire Rauh McDonough Claire Rauh McDonough's Credit Suisse Experience January 2013 - May 2013
Job Vice President Retail & Consumer Investment Banking
Industry Banking
Experience
J.P. Morgan September 2014 - Present
Fairway Market February 2014 - September 2014
Fairway Market June 2013 - January 2014
Credit Suisse January 2013 - May 2013
Credit Suisse July 2009 - January 2013
Skills
Financial Modeling, Corporate Finance, Equities, LBO, Investment Banking, Capital Markets, Business Strategy, Private Equity, Finance, Valuation, Strategy, Entrepreneurship, Mergers & Acquisitions, Corporate Development
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Entrepreneurial Studies
Duke University 2000 — 2004
BA, Public Policy and Visual Art
Brunswick School / Greenwich Academy
Brunswick School / Greenwich Academy
J.P. Morgan September 2014 - Present
Fairway Market February 2014 - September 2014
Fairway Market June 2013 - January 2014
Credit Suisse January 2013 - May 2013
Credit Suisse July 2009 - January 2013
Skills
Financial Modeling, Corporate Finance, Equities, LBO, Investment Banking, Capital Markets, Business Strategy, Private Equity, Finance, Valuation, Strategy, Entrepreneurship, Mergers & Acquisitions, Corporate Development
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Entrepreneurial Studies
Duke University 2000 — 2004
BA, Public Policy and Visual Art
Brunswick School / Greenwich Academy
Brunswick School / Greenwich Academy
Bryan Willoughby's Credit Suisse Experience April 2015 - Present
Job Credit Suisse Analyst
Industry Banking
Experience
Credit Suisse April 2015 - Present
Credit Suisse July 2013 - April 2015
Credit Suisse June 2011 - August 2011
Balli Group June 2010 - August 2010
Skills
Analysis, Economics, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Microsoft Office, Microsoft Excel, Data Analysis, Research, Stata, LBO, Capital Markets
Education
Duke University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
The American School in London 1994 — 2008
Credit Suisse April 2015 - Present
Credit Suisse July 2013 - April 2015
Credit Suisse June 2011 - August 2011
Balli Group June 2010 - August 2010
Skills
Analysis, Economics, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Microsoft Office, Microsoft Excel, Data Analysis, Research, Stata, LBO, Capital Markets
Education
Duke University 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
The American School in London 1994 — 2008
Caitilin Slattery's Credit Suisse Experience July 2014 - Present
Job Analyst at Credit Suisse
Industry Venture Capital & Private Equity
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Oliver Wyman June 2012 - August 2012
Georgia Justice Project June 2011 - July 2011
Extraordinary Ventures June 2009 - July 2009
Education
Duke University 2010 — 2014
B.S., Economics
University College London, U. of London 2012 — 2012
Affiliate Student, Economics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Oliver Wyman June 2012 - August 2012
Georgia Justice Project June 2011 - July 2011
Extraordinary Ventures June 2009 - July 2009
Education
Duke University 2010 — 2014
B.S., Economics
University College London, U. of London 2012 — 2012
Affiliate Student, Economics
Brian Frommer Brian Frommer's Credit Suisse Experience July 2008 - June 2010
Job Analyst at Hunt Lane Capital
Industry Financial Services
Experience
Hunt Lane Capital June 2015 - Present
Senet Capital November 2014 - June 2015
Cadian Capital May 2011 - July 2014
Fenway Partners July 2010 - April 2011
Credit Suisse July 2008 - June 2010
Education
Duke University 2004 — 2008
Hunt Lane Capital June 2015 - Present
Senet Capital November 2014 - June 2015
Cadian Capital May 2011 - July 2014
Fenway Partners July 2010 - April 2011
Credit Suisse July 2008 - June 2010
Education
Duke University 2004 — 2008
David Rollins David Rollins's Credit Suisse Experience August 2002 - April 2009
Job
Industry Investment Banking
Experience
_________, ________, & ________, Inc. 2012 - Present
Boy Scouts of America 2011 - Present
Morgan Stanley 2011 - 2012
boutique wealth advisory firm April 2009 - August 2011
Credit Suisse August 2002 - April 2009
Credit Suisse First Boston 2002 - 2004
IBM Rational January 2001 - September 2001
Merrill Lynch November 2000 - March 2001
Fidelity Investments 2000 - 2000
Accenture 1991 - 1995
Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services
Education
Harvard University 1997 — 1998
History of Science
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Louisiana State University 1986 — 1987
Mathematics
_________, ________, & ________, Inc. 2012 - Present
Boy Scouts of America 2011 - Present
Morgan Stanley 2011 - 2012
boutique wealth advisory firm April 2009 - August 2011
Credit Suisse August 2002 - April 2009
Credit Suisse First Boston 2002 - 2004
IBM Rational January 2001 - September 2001
Merrill Lynch November 2000 - March 2001
Fidelity Investments 2000 - 2000
Accenture 1991 - 1995
Skills
Wealth Management, Corporate Governance, ClearQuest, Fixed Income, Configuration Management, Investment Banking, PMO, Capital Markets, Risk Management, Financial Risk, Sybase, SDLC, Economics, Investments, Asset Management, Equities, Bloomberg, Financial Services
Education
Harvard University 1997 — 1998
History of Science
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Louisiana State University 1986 — 1987
Mathematics
Alex Erlikh Alex Erlikh's Credit Suisse Experience September 2007 - February 2009
Job Vice President at Macquarie Group
Industry Investment Management
Experience
Macquarie Group February 2015 - Present
Eurus Energy December 2010 - January 2015
CE2 Capital September 2009 - December 2010
Credit Suisse September 2007 - February 2009
IDEAcarbon 2009 - 2009
Credit Suisse July 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Fixed Income, Bloomberg, Derivatives, Capital Markets, Investment Banking, Asset Managment, Investments, Banking, DCF, Structured Finance, M&A execution, Commodity Markets, Trading, Contract Negotiation, Asset Management, Mergers & Acquisitions
Education
Duke University 2001 — 2005
Bachelor's degree, Economics and Public Policy
London School of Economics and Political Science 2003 — 2004
Economics
Macquarie Group February 2015 - Present
Eurus Energy December 2010 - January 2015
CE2 Capital September 2009 - December 2010
Credit Suisse September 2007 - February 2009
IDEAcarbon 2009 - 2009
Credit Suisse July 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Fixed Income, Bloomberg, Derivatives, Capital Markets, Investment Banking, Asset Managment, Investments, Banking, DCF, Structured Finance, M&A execution, Commodity Markets, Trading, Contract Negotiation, Asset Management, Mergers & Acquisitions
Education
Duke University 2001 — 2005
Bachelor's degree, Economics and Public Policy
London School of Economics and Political Science 2003 — 2004
Economics
Robert Shapiro Robert Shapiro's Credit Suisse Experience July 2009 - June 2011
Job Vice President Private Equity at York Capital Management
Industry Financial Services
Experience
York Capital Management February 2013 - Present
Castle Harlan July 2011 - January 2013
Credit Suisse July 2009 - June 2011
Education
Duke University 2005 — 2009
York Capital Management February 2013 - Present
Castle Harlan July 2011 - January 2013
Credit Suisse July 2009 - June 2011
Education
Duke University 2005 — 2009
Julius Degesys's Credit Suisse Experience June 2008 - September 2008
Job Quantitative Researcher at RGM Advisors, LLC
Industry Financial Services
Experience
RGM Advisors, LLC January 2009 - June 2010
Credit Suisse June 2008 - September 2008
BBN Technologies June 2007 - September 2007
Microsoft Corporation May 2003 - August 2003
Skills
Machine Learning, Python, Algorithms, R, Artificial Intelligence, Computer Science, High Frequency Trading, Scientific Computing, Proprietary Trading
Education
Harvard University 2005 — 2008
M.S., Computer Science
Duke University 2001 — 2005
B.S.E., Electrical Engineering/Computer Science
RGM Advisors, LLC January 2009 - June 2010
Credit Suisse June 2008 - September 2008
BBN Technologies June 2007 - September 2007
Microsoft Corporation May 2003 - August 2003
Skills
Machine Learning, Python, Algorithms, R, Artificial Intelligence, Computer Science, High Frequency Trading, Scientific Computing, Proprietary Trading
Education
Harvard University 2005 — 2008
M.S., Computer Science
Duke University 2001 — 2005
B.S.E., Electrical Engineering/Computer Science
Anjli Amin Anjli Amin's Credit Suisse Experience July 2011 - November 2011
Job Analyst at Silver Point Capital
Industry Investment Management
Experience
Silver Point Capital April 2015 - Present
Citi February 2012 - March 2015
Credit Suisse July 2011 - November 2011
ThreadGreen Partners June 2010 - August 2010
Bank of America Merrill Lynch August 2007 - August 2009
Education
Duke University 2007 — 2010
B.Sc, Economics
Inter-Community School Zurich 1999 — 2007
International Baccalaureate
Silver Point Capital April 2015 - Present
Citi February 2012 - March 2015
Credit Suisse July 2011 - November 2011
ThreadGreen Partners June 2010 - August 2010
Bank of America Merrill Lynch August 2007 - August 2009
Education
Duke University 2007 — 2010
B.Sc, Economics
Inter-Community School Zurich 1999 — 2007
International Baccalaureate
Paul M. Simons's Credit Suisse Experience October 2006 - July 2011
Job Chief Executive Officer at FusionIQ
Industry Information Technology and Services
Experience
FusionIQ June 2015 - Present
Credit Suisse October 2006 - July 2011
Merrill Lynch April 1988 - October 2006
Skills
Finance, Securities, Trading, Investment Banking, Wealth Management, Structured Finance, Venture Capital, Emerging Markets, Investments, Private Banking, Financial Modeling, Risk Management, Business Strategy, Management, Asset Allocation, Equities, Financial Structuring, Corporate Finance
Education
Duke University 1983 — 1987
Bachelor of Arts (BA), Political Science
Millbrook School 1979 — 1983
FusionIQ June 2015 - Present
Credit Suisse October 2006 - July 2011
Merrill Lynch April 1988 - October 2006
Skills
Finance, Securities, Trading, Investment Banking, Wealth Management, Structured Finance, Venture Capital, Emerging Markets, Investments, Private Banking, Financial Modeling, Risk Management, Business Strategy, Management, Asset Allocation, Equities, Financial Structuring, Corporate Finance
Education
Duke University 1983 — 1987
Bachelor of Arts (BA), Political Science
Millbrook School 1979 — 1983
Mark Schwartzman, CFA's Credit Suisse Experience July 2004 - June 2006
Job Strategy and Corporate Development Manager at TCS
Industry Information Technology and Services
Experience
Tata Consultancy Services January 2014 - Present
Capgemini Consulting July 2010 - July 2013
The Cheesecake Factory June 2009 - August 2009
Edison Schools March 2007 - June 2008
Giuliani Capital Advisors October 2006 - February 2007
Credit Suisse July 2004 - June 2006
Ameriprise Financial Services, Inc. September 2003 - May 2004
Colegio Bilingue New Horizons August 2001 - June 2002
Duke University Technical Services 1999 - 2001
Skills
Strategy, Corporate Development, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Financial Modeling, Valuation, Financial Analysis, Strategic Planning, Corporate Finance, Analysis, Organizational Design, Business Transformation, Management Consulting, Finance, Investment Banking, M&A experience, Venture Capital, Business Development, Project Management, Mergers, DCF, Change Management, Consulting, Commercial Due Diligence, Teaching, Chartered Financial..., Start-up Consulting, Global Strategy..., Emerging Markets, Coaching, Microsoft Excel, PowerPoint, Financial Statements, Growth Strategies, Thought Leadership, Pricing, Smart Cities
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance and Strategy
Duke University 1997 — 2001
B.S., Economics
Westlake High School 1993 — 1997
Tata Consultancy Services January 2014 - Present
Capgemini Consulting July 2010 - July 2013
The Cheesecake Factory June 2009 - August 2009
Edison Schools March 2007 - June 2008
Giuliani Capital Advisors October 2006 - February 2007
Credit Suisse July 2004 - June 2006
Ameriprise Financial Services, Inc. September 2003 - May 2004
Colegio Bilingue New Horizons August 2001 - June 2002
Duke University Technical Services 1999 - 2001
Skills
Strategy, Corporate Development, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Financial Modeling, Valuation, Financial Analysis, Strategic Planning, Corporate Finance, Analysis, Organizational Design, Business Transformation, Management Consulting, Finance, Investment Banking, M&A experience, Venture Capital, Business Development, Project Management, Mergers, DCF, Change Management, Consulting, Commercial Due Diligence, Teaching, Chartered Financial..., Start-up Consulting, Global Strategy..., Emerging Markets, Coaching, Microsoft Excel, PowerPoint, Financial Statements, Growth Strategies, Thought Leadership, Pricing, Smart Cities
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Finance and Strategy
Duke University 1997 — 2001
B.S., Economics
Westlake High School 1993 — 1997
Satish Natu's Credit Suisse Experience June 2003 - July 2013
Job Senior Consultant at Citadel LLC
Industry Financial Services
Experience
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Paul Buckley's Credit Suisse Experience November 2007 - January 2014
Job Head of Product Management and Sales in the Americas at FastMatch Inc
Industry Capital Markets
Experience
FastMatch Inc January 2014 - March 2015
Credit Suisse November 2007 - January 2014
UBS Investment Bank November 2004 - September 2007
UBS Wealth Management November 2000 - September 2004
Skills
Electronic Trading, FX Options, Asset Management, Capital Markets, Derivatives, Emerging Markets, Equities, FX trading, Financial Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Prime Brokerage, Proprietary Trading, Trading, Trading Systems, FX Trading
Education
Duke University 1996 — 1997
MA, Economics
Hobart and William Smith Colleges 1989 — 1993
FastMatch Inc January 2014 - March 2015
Credit Suisse November 2007 - January 2014
UBS Investment Bank November 2004 - September 2007
UBS Wealth Management November 2000 - September 2004
Skills
Electronic Trading, FX Options, Asset Management, Capital Markets, Derivatives, Emerging Markets, Equities, FX trading, Financial Markets, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Prime Brokerage, Proprietary Trading, Trading, Trading Systems, FX Trading
Education
Duke University 1996 — 1997
MA, Economics
Hobart and William Smith Colleges 1989 — 1993
Bill Bermont's Credit Suisse Experience April 2010 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2010 - Present
Citigroup August 2003 - April 2010
The Pritzker Organization December 2000 - June 2002
First Chicago NBD/Bank One July 1997 - November 1999
Skills
High Yield, Leveraged Finance, Hedge Funds, Credit Derivatives, Structured Products, Fixed Income, Trading, Loans, Private Equity, Capital Markets, Special Situations, Alternative Investments, Credit Analysis, Portfolio Management, Corporate Finance, Credit
Education
Loyola University Chicago 2002 — 2003
MSA, Accountancy
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Finance
Duke University 1993 — 1997
BA, History
Credit Suisse April 2010 - Present
Citigroup August 2003 - April 2010
The Pritzker Organization December 2000 - June 2002
First Chicago NBD/Bank One July 1997 - November 1999
Skills
High Yield, Leveraged Finance, Hedge Funds, Credit Derivatives, Structured Products, Fixed Income, Trading, Loans, Private Equity, Capital Markets, Special Situations, Alternative Investments, Credit Analysis, Portfolio Management, Corporate Finance, Credit
Education
Loyola University Chicago 2002 — 2003
MSA, Accountancy
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Finance
Duke University 1993 — 1997
BA, History
Adam. Daccordo's Credit Suisse Experience 2001 - 2005
Job Executive Director
Industry Investment Banking
Experience
JP Morgan Chase May 2005 - Present
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette (DLJ) 1995 - 2000
Skills
Trading Systems
Education
Duke University 1984 — 1988
Bachelor of Science (B.S.)
JP Morgan Chase May 2005 - Present
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette (DLJ) 1995 - 2000
Skills
Trading Systems
Education
Duke University 1984 — 1988
Bachelor of Science (B.S.)
Eric Shepsman's Credit Suisse Experience July 2006 - June 2008
Job Real Estate Associate at Investcorp
Industry Real Estate
Experience
Investcorp July 2008 - Present
Credit Suisse July 2006 - June 2008
Education
Duke University 2002 — 2006
Investcorp July 2008 - Present
Credit Suisse July 2006 - June 2008
Education
Duke University 2002 — 2006
I-hung Shih's Credit Suisse Experience July 2011 - August 2014
Job Associate Director at Temasek
Industry Investment Management
Experience
Temasek September 2014 - Present
Credit Suisse July 2011 - August 2014
Gilead Sciences, Inc 2009 - April 2011
Gilead Sciences 2007 - 2009
Gilead Sciences 2005 - 2006
Whitehead Institute 2002 - 2005
NIH 2000 - 2002
Skills
Biotechnology, Drug Discovery, Lifesciences, Clinical Development, Molecular Biology, Biochemistry, Investment Banking, Corporate Finance, M&A experience, Drug Development, Virology, Infectious Diseases, Oncology, IPO, Hepatology, Assay Development, Debt & Equity Financing
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Wharton WEMBA
Massachusetts Institute of Technology 2002 — 2005
Postdoctoral, Molecular and cellular Biology
Duke University 1995 — 2000
PhD, Biochemistry
National Taiwan University 1991 — 1995
BS, Chemistry
Temasek September 2014 - Present
Credit Suisse July 2011 - August 2014
Gilead Sciences, Inc 2009 - April 2011
Gilead Sciences 2007 - 2009
Gilead Sciences 2005 - 2006
Whitehead Institute 2002 - 2005
NIH 2000 - 2002
Skills
Biotechnology, Drug Discovery, Lifesciences, Clinical Development, Molecular Biology, Biochemistry, Investment Banking, Corporate Finance, M&A experience, Drug Development, Virology, Infectious Diseases, Oncology, IPO, Hepatology, Assay Development, Debt & Equity Financing
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Wharton WEMBA
Massachusetts Institute of Technology 2002 — 2005
Postdoctoral, Molecular and cellular Biology
Duke University 1995 — 2000
PhD, Biochemistry
National Taiwan University 1991 — 1995
BS, Chemistry
Nancy Bhawsar's Credit Suisse Experience September 2007 - April 2008
Job Jr. Project Manager
Industry Financial Services
Experience
Standard Chartered Bank July 2010 - Present
Credit Suisse September 2007 - April 2008
UBS July 2006 - September 2007
TD Bank North May 2005 - May 2006
Bank of America February 2005 - May 2005
Skills
Agile Methodologies, Business Process, Databases, MS Project, Program Management, Project Management, Requirements Analysis, SDLC, SharePoint, Software Documentation, Visio, Data Analysis, Management, Risk Management, Training, Business Analysis, Vendor Management
Education
Drexel University - LeBow College of Business 2001 — 2004
BSBA, Marketing, MIS
Standard Chartered Bank July 2010 - Present
Credit Suisse September 2007 - April 2008
UBS July 2006 - September 2007
TD Bank North May 2005 - May 2006
Bank of America February 2005 - May 2005
Skills
Agile Methodologies, Business Process, Databases, MS Project, Program Management, Project Management, Requirements Analysis, SDLC, SharePoint, Software Documentation, Visio, Data Analysis, Management, Risk Management, Training, Business Analysis, Vendor Management
Education
Drexel University - LeBow College of Business 2001 — 2004
BSBA, Marketing, MIS
Douglas Pierson's Credit Suisse Experience January 2010 - Present
Job Director, Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2010 - Present
Credit Suisse January 2008 - January 2010
Credit Suisse August 2005 - January 2008
Cravath, Swaine & Moore LLP October 2000 - August 2005
Education
Harvard Law School 1997 — 2000
JD
Duke University 1993 — 1997
B.S., Psychology
Credit Suisse January 2010 - Present
Credit Suisse January 2008 - January 2010
Credit Suisse August 2005 - January 2008
Cravath, Swaine & Moore LLP October 2000 - August 2005
Education
Harvard Law School 1997 — 2000
JD
Duke University 1993 — 1997
B.S., Psychology
Jordan Mann, CFA's Credit Suisse Experience August 2015 - Present
Job Vice President Investment Banking at Credit Suisse, Consumer & Retail
Industry Investment Banking
Experience
Credit Suisse August 2015 - Present
Berkshire Capital Securities LLC July 2011 - August 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2005 - July 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1999 - 1999
Skills
Mergers & Acquisitions, Due Diligence, Analysis, Legal Writing, Management, Banking, Negotiation, Private Equity, Economics, Venture Capital, Corporate Finance, Capital Markets, Hedge Funds, Securities, Valuation
Education
Harvard Law School 2002 — 2005
JD
Duke University 1998 — 2002
BS, Economics
Syosset Senior High School 1994 — 1998
Credit Suisse August 2015 - Present
Berkshire Capital Securities LLC July 2011 - August 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2005 - July 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1999 - 1999
Skills
Mergers & Acquisitions, Due Diligence, Analysis, Legal Writing, Management, Banking, Negotiation, Private Equity, Economics, Venture Capital, Corporate Finance, Capital Markets, Hedge Funds, Securities, Valuation
Education
Harvard Law School 2002 — 2005
JD
Duke University 1998 — 2002
BS, Economics
Syosset Senior High School 1994 — 1998
Jen Talansky's Credit Suisse Experience 2001 - 2006
Job Managing Director, Knowledge & Impact at Nonprofit Finance Fund
Industry Nonprofit Organization Management
Experience
Nonprofit Finance Fund September 2006 - Present
Credit Suisse 2001 - 2006
Hearst Magazines 1998 - 1999
JP Morgan July 1996 - July 1998
Skills
Non-profits, Philanthropy, Asset Managment, Strategic Planning, Public Speaking, Fundraising, Program Development, Community Outreach, Event Planning, Grant Writing, Volunteer Management, Grants, Board Development, Community Development, Nonprofits, Proposal Writing, Asset Management, Program Management, Capacity Building, Editing, Event Management, Leadership Development, Management, Organizational..., Social Entrepreneurship, Strategic Communications, Public Policy, Workshop Facilitation
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
MSc, Social Psychology
Duke University 1992 — 1996
B.A., English
Shore Regional
Nonprofit Finance Fund September 2006 - Present
Credit Suisse 2001 - 2006
Hearst Magazines 1998 - 1999
JP Morgan July 1996 - July 1998
Skills
Non-profits, Philanthropy, Asset Managment, Strategic Planning, Public Speaking, Fundraising, Program Development, Community Outreach, Event Planning, Grant Writing, Volunteer Management, Grants, Board Development, Community Development, Nonprofits, Proposal Writing, Asset Management, Program Management, Capacity Building, Editing, Event Management, Leadership Development, Management, Organizational..., Social Entrepreneurship, Strategic Communications, Public Policy, Workshop Facilitation
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
MSc, Social Psychology
Duke University 1992 — 1996
B.A., English
Shore Regional
Kristen Devisetty's Credit Suisse Experience June 2006 - August 2007
Job Consultant
Industry Information Technology and Services
Experience
Accenture August 2007 - Present
Credit Suisse June 2006 - August 2007
Skills
Management Consulting, Strategy, Consulting, Project Management, IT Strategy, Business Process
Education
Duke University 2001 — 2005
BA, English
The Taft School 1997 — 2001
Accenture August 2007 - Present
Credit Suisse June 2006 - August 2007
Skills
Management Consulting, Strategy, Consulting, Project Management, IT Strategy, Business Process
Education
Duke University 2001 — 2005
BA, English
The Taft School 1997 — 2001
John Li, CFA's Credit Suisse Experience 2014 - Present
Job Head of Cross Asset Trading
Industry Financial Services
Experience
Credit Suisse 2014 - Present
MKP Capital Management 2011 - 2014
Deutsche Bank 2009 - 2011
Deutsche Bank 2005 - 2009
Deutsche Bank 2002 - 2005
Skills
Fixed Income, Trading, Portfolio Management, Interest Rate Swaps, Credit, Proprietary Trading, Bloomberg, Equities, Derivatives, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Financial Modeling, Structured Products, Investment Banking, Options, Asset Management, Investments, Interest Rate..., Credit Derivatives, Structured Finance, Swaps, Interest Rates, Finance, Financial Markets, Bonds, Emerging Markets, Securities, Risk Management, Equity Derivatives, Financial Analysis, Trading Systems, Series 7
Education
Duke University 1998 — 2002
Bachelor of Science (B.S.), Economics, Computer Science minor, High Distinction honors
Credit Suisse 2014 - Present
MKP Capital Management 2011 - 2014
Deutsche Bank 2009 - 2011
Deutsche Bank 2005 - 2009
Deutsche Bank 2002 - 2005
Skills
Fixed Income, Trading, Portfolio Management, Interest Rate Swaps, Credit, Proprietary Trading, Bloomberg, Equities, Derivatives, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Financial Modeling, Structured Products, Investment Banking, Options, Asset Management, Investments, Interest Rate..., Credit Derivatives, Structured Finance, Swaps, Interest Rates, Finance, Financial Markets, Bonds, Emerging Markets, Securities, Risk Management, Equity Derivatives, Financial Analysis, Trading Systems, Series 7
Education
Duke University 1998 — 2002
Bachelor of Science (B.S.), Economics, Computer Science minor, High Distinction honors
Pj Wilkinson's Credit Suisse Experience July 2002 - June 2004
Job at
Industry Construction
Experience
Wilkinson Builders October 2011 - Present
Sellen Construction March 2008 - October 2011
Victoria's Secret Stores March 2007 - August 2007
Limited Brands July 2006 - February 2007
SchoolNet June 2005 - August 2005
Credit Suisse July 2002 - June 2004
Skills
Business Development, Construction Management, Submittals, Construction, Subcontracting, Value Engineering, LEED, Business Strategy, Project Estimation, Data Center
Education
Harvard Business School 2004 — 2006
MBA
Duke University 1998 — 2002
BS, Economics
Wilkinson Builders October 2011 - Present
Sellen Construction March 2008 - October 2011
Victoria's Secret Stores March 2007 - August 2007
Limited Brands July 2006 - February 2007
SchoolNet June 2005 - August 2005
Credit Suisse July 2002 - June 2004
Skills
Business Development, Construction Management, Submittals, Construction, Subcontracting, Value Engineering, LEED, Business Strategy, Project Estimation, Data Center
Education
Harvard Business School 2004 — 2006
MBA
Duke University 1998 — 2002
BS, Economics
Samantha Becker, MBA's Credit Suisse Experience July 2010 - September 2011
Job Freelance Editor
Industry Writing and Editing
Experience
Credit Suisse July 2010 - September 2011
Credit Suisse January 2009 - July 2010
Credit Suisse September 2006 - December 2008
ABB September 2004 - June 2006
ASG, Inc. June 2005 - January 2006
Associated Scaffolding Co. August 2001 - June 2004
US Army November 1995 - November 1999
Skills
General Ledger, Business Analysis, Risk Management, PeopleSoft, SAP, Human Resources, Customer Service, Accounts Payable, Accounting, Process Improvement, Microsoft Excel, Financial Analysis, Time Management, Account Reconciliation, Treasury Management, Cash Management, Access, Software Documentation, Derivatives, Vendor Management, Analysis, Training, Banking, Financial Modeling, Financial Reporting, Finance, Leadership, Management, Auditing, Data Analysis, Budgets, Essbase, Valuation, Invoicing, Payroll, Portfolio Management, Financial Services, Visio, Strategic Financial..., Outlook, PowerPoint, Project Management, Team Management, Microsoft Word, Team Leadership, Business Planning, Financial Accounting, Managerial Finance, Microsoft Office, Forecasting
Education
Duke University 2009 — 2009
CTP Prep
University of Phoenix 2005 — 2007
Master's degree, Business Administration
University of Phoenix 2002 — 2005
BSBA, Business Administration
Defense Language Institute 1996 — 1997
Arabic, Arabic Studies
Credit Suisse July 2010 - September 2011
Credit Suisse January 2009 - July 2010
Credit Suisse September 2006 - December 2008
ABB September 2004 - June 2006
ASG, Inc. June 2005 - January 2006
Associated Scaffolding Co. August 2001 - June 2004
US Army November 1995 - November 1999
Skills
General Ledger, Business Analysis, Risk Management, PeopleSoft, SAP, Human Resources, Customer Service, Accounts Payable, Accounting, Process Improvement, Microsoft Excel, Financial Analysis, Time Management, Account Reconciliation, Treasury Management, Cash Management, Access, Software Documentation, Derivatives, Vendor Management, Analysis, Training, Banking, Financial Modeling, Financial Reporting, Finance, Leadership, Management, Auditing, Data Analysis, Budgets, Essbase, Valuation, Invoicing, Payroll, Portfolio Management, Financial Services, Visio, Strategic Financial..., Outlook, PowerPoint, Project Management, Team Management, Microsoft Word, Team Leadership, Business Planning, Financial Accounting, Managerial Finance, Microsoft Office, Forecasting
Education
Duke University 2009 — 2009
CTP Prep
University of Phoenix 2005 — 2007
Master's degree, Business Administration
University of Phoenix 2002 — 2005
BSBA, Business Administration
Defense Language Institute 1996 — 1997
Arabic, Arabic Studies
Yogi Mehta's Credit Suisse Experience January 2015 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse May 2012 - December 2014
BGC Partners April 2011 - May 2012
Susquehanna International Group April 2005 - April 2011
Susquehanna International Group September 2005 - April 2006
Drexel University 2003 - 2006
Skills
Equities, Low Latency, C++, Trading Systems, Bloomberg, Derivatives, VBA, Fixed Income, Electronic Trading, Multithreading, Equity Derivatives, Market Data, Perl, Trading, Capital Markets, Options, Equity Trading, Financial Markets, Python, Investment Banking, FX Options, Hedge Funds, Credit Derivatives
Education
Drexel University 2003 — 2006
Masters, Computer Science
University of Mumbai 2000 — 2003
Bachelors, Information Technology
Credit Suisse January 2015 - Present
Credit Suisse May 2012 - December 2014
BGC Partners April 2011 - May 2012
Susquehanna International Group April 2005 - April 2011
Susquehanna International Group September 2005 - April 2006
Drexel University 2003 - 2006
Skills
Equities, Low Latency, C++, Trading Systems, Bloomberg, Derivatives, VBA, Fixed Income, Electronic Trading, Multithreading, Equity Derivatives, Market Data, Perl, Trading, Capital Markets, Options, Equity Trading, Financial Markets, Python, Investment Banking, FX Options, Hedge Funds, Credit Derivatives
Education
Drexel University 2003 — 2006
Masters, Computer Science
University of Mumbai 2000 — 2003
Bachelors, Information Technology
Frank Isdell's Credit Suisse Experience November 2007 - May 2008
Job Data Quality Leader in Consumer Bank data governance
Industry Financial Services
Experience
Citi March 2013 - Present
Citi September 2011 - March 2013
Oakton November 2008 - August 2011
Proclivity Systems June 2008 - October 2008
Credit Suisse November 2007 - May 2008
Citigroup January 2001 - November 2007
Howard Hughes Medical Institute August 1997 - January 2001
The Rockefeller University September 1995 - August 1997
Immulogic Pharmaceutical Corp 1993 - 1995
Skills
Data Quality, Data Governance, Data Acquisition, Data Warehousing, Data Profiling, Data Analysis, Root Cause Analysis, Informatica, Oracle SQL, SQL, Ab Initio, Data Maturity Model, Data Management, Data Cleansing, Database Development, Data Modeling, Risk Management, Business Analysis, AML, Basel II, Basel III, Retail Banking, Investment Banking, Loans, Trading, Loan Trading, Credit Risk, Data Management..., Data Risk Management, Business Intelligence, Reference Data, Data Architecture, Data Migration, Business Objects, Data Cleaning, Databases, Program Management, SDLC, Portfolio Management, Management, Requirements Analysis, IT Strategy, Strategy, Analysis, Consulting, Banking, Software Project..., Leadership
Education
New York University 1997 — 2000
M.S., Information Systems
Dublin City University 1989 — 1993
B.Sc., Biotechnology
Citi March 2013 - Present
Citi September 2011 - March 2013
Oakton November 2008 - August 2011
Proclivity Systems June 2008 - October 2008
Credit Suisse November 2007 - May 2008
Citigroup January 2001 - November 2007
Howard Hughes Medical Institute August 1997 - January 2001
The Rockefeller University September 1995 - August 1997
Immulogic Pharmaceutical Corp 1993 - 1995
Skills
Data Quality, Data Governance, Data Acquisition, Data Warehousing, Data Profiling, Data Analysis, Root Cause Analysis, Informatica, Oracle SQL, SQL, Ab Initio, Data Maturity Model, Data Management, Data Cleansing, Database Development, Data Modeling, Risk Management, Business Analysis, AML, Basel II, Basel III, Retail Banking, Investment Banking, Loans, Trading, Loan Trading, Credit Risk, Data Management..., Data Risk Management, Business Intelligence, Reference Data, Data Architecture, Data Migration, Business Objects, Data Cleaning, Databases, Program Management, SDLC, Portfolio Management, Management, Requirements Analysis, IT Strategy, Strategy, Analysis, Consulting, Banking, Software Project..., Leadership
Education
New York University 1997 — 2000
M.S., Information Systems
Dublin City University 1989 — 1993
B.Sc., Biotechnology
Roopesh Amin's Credit Suisse Experience March 2005 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2005 - Present
Morgan, Lewis & Bockius September 2002 - March 2005
Skills
Securities, Equities, Derivatives, Series 7, Investments, Bloomberg
Education
Drexel University - LeBow College of Business 2000 — 2004
Credit Suisse March 2005 - Present
Morgan, Lewis & Bockius September 2002 - March 2005
Skills
Securities, Equities, Derivatives, Series 7, Investments, Bloomberg
Education
Drexel University - LeBow College of Business 2000 — 2004
Mark Kilmer's Credit Suisse Experience March 2012 - February 2014
Job Retired, Enjoy helping others
Industry Banking
Experience
Retired, Enjoy helping others February 2014 - Present
Credit Suisse March 2012 - February 2014
Credit Suisse October 2006 - February 2009
Techskills LLC 2001 - 2003
Nortel 1983 - 2001
Skills
Change Management, Analysis, Programming, Derivatives, Banking, Financial Risk, Data Warehousing, Risk Management, SDLC, Leadership, Access
Education
Duke University 2011 — 2011
Continuing Ed Professional Certification, Law
Lees-McRae College 1978 — 1980
AAS, Applied Sciences
Retired, Enjoy helping others February 2014 - Present
Credit Suisse March 2012 - February 2014
Credit Suisse October 2006 - February 2009
Techskills LLC 2001 - 2003
Nortel 1983 - 2001
Skills
Change Management, Analysis, Programming, Derivatives, Banking, Financial Risk, Data Warehousing, Risk Management, SDLC, Leadership, Access
Education
Duke University 2011 — 2011
Continuing Ed Professional Certification, Law
Lees-McRae College 1978 — 1980
AAS, Applied Sciences
Michael Barone's Credit Suisse Experience March 2005 - October 2011
Job Head of Residential MortgageBacked Securities Technology
Industry Investment Banking
Experience
Deutsche Bank January 2014 - Present
Deutsche Bank October 2011 - December 2013
Credit Suisse March 2005 - October 2011
PricewaterhouseCoopers February 2001 - March 2005
Mitchell Madison Group June 2000 - January 2001
Skills
Commodity, Derivatives, Market Risk, Commodity Markets, Swaps, Endur, Commodity Risk..., Fixed Income, Investment Banking, Openlink, ETRM, CTRM, Capital Markets, Agency MBS, Information Technology, Fixed Income Technology, Residential Mortgages, Middle Office, Trading Systems, Business Analysis, Hedging
Education
Duke University 1996 — 2000
Markets & Management Program, Business, Magna Cum Laude
Browning
Browning
Browning
Deutsche Bank January 2014 - Present
Deutsche Bank October 2011 - December 2013
Credit Suisse March 2005 - October 2011
PricewaterhouseCoopers February 2001 - March 2005
Mitchell Madison Group June 2000 - January 2001
Skills
Commodity, Derivatives, Market Risk, Commodity Markets, Swaps, Endur, Commodity Risk..., Fixed Income, Investment Banking, Openlink, ETRM, CTRM, Capital Markets, Agency MBS, Information Technology, Fixed Income Technology, Residential Mortgages, Middle Office, Trading Systems, Business Analysis, Hedging
Education
Duke University 1996 — 2000
Markets & Management Program, Business, Magna Cum Laude
Browning
Browning
Browning
Doug Pierson's Credit Suisse Experience July 2005 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2005 - Present
Cravath Swaine & Moore 2000 - 2005
Education
Harvard Law School 1997 — 2000
J.D.
Duke University 1993 — 1997
Credit Suisse July 2005 - Present
Cravath Swaine & Moore 2000 - 2005
Education
Harvard Law School 1997 — 2000
J.D.
Duke University 1993 — 1997
Zach Davis's Credit Suisse Experience July 2011 - October 2013
Job Director, Finance at Cheniere Energy, Inc.
Industry Oil & Energy
Experience
Cheniere Energy, Inc. November 2013 - Present
Credit Suisse July 2011 - October 2013
Marathon Capital March 2010 - June 2011
HSH Nordbank April 2007 - March 2010
Citigroup 2006 - 2007
Skills
Investment Banking, Project Finance, M&A experience, Financial Advisory, Underwriting, Capital Markets, Private Placements, Tax Equity, Private Equity, Credit Analysis, Energy, Power, Renewable Energy, Alternative Energy, Wind Energy, Solar, LNG, Natural Gas, Liquefaction, Regasification, Midstream, Transmission Lines, Pipelines, Utilities, Infrastructure Projects, Cleantech, Green Infrastructure, Clean Energy, Mergers, IPPs, Project development, Solar Energy, Equities, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Corporate Finance, LBO, Corporate Development, Valuation, Leveraged Finance, DCF, Equity Valuation, Credit Risk, Capital Raising, Structured Finance, Finance, Financial Structuring, Strategy
Education
Duke University 2002 — 2006
Bachelor of Science, Economics
Mamaroneck High School 1998 — 2002
Cheniere Energy, Inc. November 2013 - Present
Credit Suisse July 2011 - October 2013
Marathon Capital March 2010 - June 2011
HSH Nordbank April 2007 - March 2010
Citigroup 2006 - 2007
Skills
Investment Banking, Project Finance, M&A experience, Financial Advisory, Underwriting, Capital Markets, Private Placements, Tax Equity, Private Equity, Credit Analysis, Energy, Power, Renewable Energy, Alternative Energy, Wind Energy, Solar, LNG, Natural Gas, Liquefaction, Regasification, Midstream, Transmission Lines, Pipelines, Utilities, Infrastructure Projects, Cleantech, Green Infrastructure, Clean Energy, Mergers, IPPs, Project development, Solar Energy, Equities, Mergers & Acquisitions, Financial Modeling, Due Diligence, Venture Capital, Corporate Finance, LBO, Corporate Development, Valuation, Leveraged Finance, DCF, Equity Valuation, Credit Risk, Capital Raising, Structured Finance, Finance, Financial Structuring, Strategy
Education
Duke University 2002 — 2006
Bachelor of Science, Economics
Mamaroneck High School 1998 — 2002
Michelle Marrapodi's Credit Suisse Experience 2000 - 2002
Job Vice President, Business Development at ZAIS Group
Industry Financial Services
Experience
ZAIS Group April 2015 - Present
First Key Mortgage, a Cerberus Portfolio Company November 2013 - April 2015
EverBank November 2012 - November 2013
Astoria Federal Savings March 2012 - November 2012
MetLife Home Loans April 2011 - March 2012
Wall Street Mortgage 2008 - April 2011
Lehman Brothers/Aurora Loan Services 2002 - 2008
Credit Suisse 2000 - 2002
Advanta 1995 - 2000
Prudential Home Mortgage 1993 - 1995
Skills
Loans, Portfolio Management, Mortgage Banking, Mortgage Lending, Sales Management, Business Relationship..., Contract Negotiation, Pricing, best execution analysis, Program Development, Sales Presentations, Bulk and Flow Loan..., Banking, Credit, Leadership, Risk Management, Sales, Investments, Commercial Lending, Selling, Loan Origination, Residential Mortgages, Financial Services, Real Estate, Business Development, Team Building, Finance, Refinance, Financial Analysis, New Business Development, Asset Management, CRM, Marketing, FHA, Mortgage Underwriting, Management, Securitization, Credit Risk, Relationship Management, Credit Analysis, Executive Management, Residential Homes, Government Loans, Loan Servicing, Commercial Mortgages, Real Estate Financing, Funding, Loss Mitigation, Capital Markets, Financial Structuring
Education
Drexel University - LeBow College of Business 1984 — 1989
MBA, Investment Management
Drexel University - LeBow College of Business 1984 — 1989
BS, Marketing and Finance
ZAIS Group April 2015 - Present
First Key Mortgage, a Cerberus Portfolio Company November 2013 - April 2015
EverBank November 2012 - November 2013
Astoria Federal Savings March 2012 - November 2012
MetLife Home Loans April 2011 - March 2012
Wall Street Mortgage 2008 - April 2011
Lehman Brothers/Aurora Loan Services 2002 - 2008
Credit Suisse 2000 - 2002
Advanta 1995 - 2000
Prudential Home Mortgage 1993 - 1995
Skills
Loans, Portfolio Management, Mortgage Banking, Mortgage Lending, Sales Management, Business Relationship..., Contract Negotiation, Pricing, best execution analysis, Program Development, Sales Presentations, Bulk and Flow Loan..., Banking, Credit, Leadership, Risk Management, Sales, Investments, Commercial Lending, Selling, Loan Origination, Residential Mortgages, Financial Services, Real Estate, Business Development, Team Building, Finance, Refinance, Financial Analysis, New Business Development, Asset Management, CRM, Marketing, FHA, Mortgage Underwriting, Management, Securitization, Credit Risk, Relationship Management, Credit Analysis, Executive Management, Residential Homes, Government Loans, Loan Servicing, Commercial Mortgages, Real Estate Financing, Funding, Loss Mitigation, Capital Markets, Financial Structuring
Education
Drexel University - LeBow College of Business 1984 — 1989
MBA, Investment Management
Drexel University - LeBow College of Business 1984 — 1989
BS, Marketing and Finance
Alex Lieske's Credit Suisse Experience June 2008 - December 2011
Job SelfEmployed
Industry Retail
Experience
Credit Suisse June 2008 - December 2011
Credit Suisse June 2007 - August 2007
Venn Strategies, LLC 2005 - 2006
The White House March 2005 - May 2005
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
Duke University 1998 — 2002
BA
The Gilman School
Credit Suisse June 2008 - December 2011
Credit Suisse June 2007 - August 2007
Venn Strategies, LLC 2005 - 2006
The White House March 2005 - May 2005
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
Duke University 1998 — 2002
BA
The Gilman School
Ross Jorski's Credit Suisse Experience January 2006 - December 2008
Job Portfolio Manager Convertibles at Titan Capital Management, LLC
Industry Financial Services
Experience
Titan Capital Management, LLC January 2009 - Present
Credit Suisse January 2006 - December 2008
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Analytic Finance, Economics
Duke University 1995 — 1999
BA, Economics
Titan Capital Management, LLC January 2009 - Present
Credit Suisse January 2006 - December 2008
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Analytic Finance, Economics
Duke University 1995 — 1999
BA, Economics
Otto Sgro Ph.D.'s Credit Suisse Experience January 2005 - March 2007
Job Director, Performance Testing
Industry Publishing
Experience
John Wiley and Sons September 2012 - Present
Citigroup May 2008 - September 2012
Bear Stearns April 2007 - December 2007
Credit Suisse January 2005 - March 2007
United Health Group August 2003 - December 2004
AT&T Bell Labs December 1984 - July 2003
Skills
SDLC, Testing, Quality Assurance, Requirements Analysis, Test Automation
Education
Drexel University
M.S., Engineering
University of Delaware
Bachelor, Engineering
University of Pennsylvania
Ph.D., Engineering
John Wiley and Sons September 2012 - Present
Citigroup May 2008 - September 2012
Bear Stearns April 2007 - December 2007
Credit Suisse January 2005 - March 2007
United Health Group August 2003 - December 2004
AT&T Bell Labs December 1984 - July 2003
Skills
SDLC, Testing, Quality Assurance, Requirements Analysis, Test Automation
Education
Drexel University
M.S., Engineering
University of Delaware
Bachelor, Engineering
University of Pennsylvania
Ph.D., Engineering
Lee Seward's Credit Suisse Experience January 2001 - November 2012
Job Director of Operations and Marketing at Aquilo Capital, LLC
Industry Investment Management
Experience
Aquilo Capital, L.P. January 2014 - Present
Credit Suisse January 2001 - November 2012
Credit Suisse First Boston October 1992 - December 2001
CS First Boston April 1988 - September 1992
First Boston Corporation August 1987 - January 1988
Skills
Equities, Investments, Financial Markets, Capital Raising, Sales Management, Capital Markets, Hedge Funds, Banking, Strategy, Fixed Income, Alternative Investments, Investment Banking, Equity Research, Corporate Finance, Asset Management, Private Equity, Valuation, Investment Management, Portfolio Management
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
Duke University 1978 — 1982
AB, Economics
Aquilo Capital, L.P. January 2014 - Present
Credit Suisse January 2001 - November 2012
Credit Suisse First Boston October 1992 - December 2001
CS First Boston April 1988 - September 1992
First Boston Corporation August 1987 - January 1988
Skills
Equities, Investments, Financial Markets, Capital Raising, Sales Management, Capital Markets, Hedge Funds, Banking, Strategy, Fixed Income, Alternative Investments, Investment Banking, Equity Research, Corporate Finance, Asset Management, Private Equity, Valuation, Investment Management, Portfolio Management
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
Duke University 1978 — 1982
AB, Economics
Scott Y. Liang, CFA's Credit Suisse Experience June 2015 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Federal Reserve Bank of New York June 2010 - May 2015
IBM June 2008 - May 2010
Skills
Portfolio Management, Structured Finance, Fixed Income, Bloomberg, Risk Management, Financial Modeling, Valuation, Derivatives, Asset Management, Investments
Education
Duke University 2004 — 2008
Bachelor of Science, Economics & Electrical Engineering
Credit Suisse June 2015 - Present
Federal Reserve Bank of New York June 2010 - May 2015
IBM June 2008 - May 2010
Skills
Portfolio Management, Structured Finance, Fixed Income, Bloomberg, Risk Management, Financial Modeling, Valuation, Derivatives, Asset Management, Investments
Education
Duke University 2004 — 2008
Bachelor of Science, Economics & Electrical Engineering
Alex Putterman's Credit Suisse Experience August 2013 - Present
Job NonAgency RMBS Trader at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2013 - Present
NYU Stern School of Business August 2011 - May 2013
Bridgewater Associates June 2010 - August 2011
Group One Trading, LP February 2008 - April 2010
BlackRock July 2007 - February 2008
Banc of America Securities May 2006 - August 2006
Skills
Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Economics
Duke University 2003 — 2007
BS, Computer Science
Credit Suisse August 2013 - Present
NYU Stern School of Business August 2011 - May 2013
Bridgewater Associates June 2010 - August 2011
Group One Trading, LP February 2008 - April 2010
BlackRock July 2007 - February 2008
Banc of America Securities May 2006 - August 2006
Skills
Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Economics
Duke University 2003 — 2007
BS, Computer Science
Jeff Doyle's Credit Suisse Experience October 2012 - August 2013
Job Futures Trader at TradeLink
Industry Investment Management
Experience
TradeLink November 2014 - Present
Chopper Trading, LLC August 2013 - August 2014
Credit Suisse October 2012 - August 2013
Duke University January 2012 - September 2012
Duke University May 2011 - May 2012
Skills
Microsoft Office, VBA, C++, R, Matlab, Bloomberg Terminal, Equity Derivatives, Credit Derivatives, Econometrics
Education
Duke University 2010 — 2012
Master, Engineering Management w/ Concentration in Finance, 3.74
University of Hartford 2005 — 2009
Bachelor of Science, Mechanical Engineering, 3.77
TradeLink November 2014 - Present
Chopper Trading, LLC August 2013 - August 2014
Credit Suisse October 2012 - August 2013
Duke University January 2012 - September 2012
Duke University May 2011 - May 2012
Skills
Microsoft Office, VBA, C++, R, Matlab, Bloomberg Terminal, Equity Derivatives, Credit Derivatives, Econometrics
Education
Duke University 2010 — 2012
Master, Engineering Management w/ Concentration in Finance, 3.74
University of Hartford 2005 — 2009
Bachelor of Science, Mechanical Engineering, 3.77
Craig Richardson's Credit Suisse Experience June 2006 - June 2007
Job Founder/CEO at Just Rivals
Industry Sports
Experience
Just Rivals August 2015 - Present
Fritz Pollard Alliance Foundation April 2004 - Present
CBR Business Adviors, LLC April 2013 - August 2015
Stadium Capital Financing Group, a Sports Marketing Subsidiary of Morgan Stanley June 2007 - April 2013
Credit Suisse June 2006 - June 2007
ABN Sports Management, LLC. October 2001 - June 2006
Leigh Steinberg Sports Management March 1997 - October 2001
First Ideas May 1987 - March 1997
Skills
Strategic Partnerships, Marketing, Marketing Strategy, Management, Sports Marketing, Social Media, Relationship Marketing, Strategy, Sports, Business Development, Entertainment, Social Media Marketing, Start-ups, Business Strategy, Program Management, Corporate Development, Analytics, Coaching, Integrated Marketing, Market Research
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing
Duke University 1983 — 1987
Just Rivals August 2015 - Present
Fritz Pollard Alliance Foundation April 2004 - Present
CBR Business Adviors, LLC April 2013 - August 2015
Stadium Capital Financing Group, a Sports Marketing Subsidiary of Morgan Stanley June 2007 - April 2013
Credit Suisse June 2006 - June 2007
ABN Sports Management, LLC. October 2001 - June 2006
Leigh Steinberg Sports Management March 1997 - October 2001
First Ideas May 1987 - March 1997
Skills
Strategic Partnerships, Marketing, Marketing Strategy, Management, Sports Marketing, Social Media, Relationship Marketing, Strategy, Sports, Business Development, Entertainment, Social Media Marketing, Start-ups, Business Strategy, Program Management, Corporate Development, Analytics, Coaching, Integrated Marketing, Market Research
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing
Duke University 1983 — 1987
Chrissie Gorman's Credit Suisse Experience June 2006 - August 2006
Job
Industry Management Consulting
Experience
Bain & Company 2012 - 2014
The Tyra Banks Company, Inc. April 2012 - July 2012
Creative Artists Agency June 2011 - August 2011
Bain & Company March 2010 - July 2010
Bain & Company July 2007 - March 2010
MTV Networks April 2009 - September 2009
Credit Suisse June 2006 - August 2006
Skills
Management Consulting, Market Research, Competitive Analysis, Media & Entertainment, Digital Media, Business Strategy, Strategic Planning, Financial Analysis, Research, Due Diligence, Analysis, Strategy, Business Development, Market Analysis
Education
Harvard Business School 2010 — 2012
MBA
Duke University 2003 — 2006
AB
Bain & Company 2012 - 2014
The Tyra Banks Company, Inc. April 2012 - July 2012
Creative Artists Agency June 2011 - August 2011
Bain & Company March 2010 - July 2010
Bain & Company July 2007 - March 2010
MTV Networks April 2009 - September 2009
Credit Suisse June 2006 - August 2006
Skills
Management Consulting, Market Research, Competitive Analysis, Media & Entertainment, Digital Media, Business Strategy, Strategic Planning, Financial Analysis, Research, Due Diligence, Analysis, Strategy, Business Development, Market Analysis
Education
Harvard Business School 2010 — 2012
MBA
Duke University 2003 — 2006
AB
Daniel Neville's Credit Suisse Experience June 2008 - April 2010
Job Analyst at SLS Capital Management
Industry Financial Services
Experience
SLS Capital Management April 2010 - Present
Credit Suisse June 2008 - April 2010
Skills
Mergers & Acquisitions, Equities, Valuation, Bloomberg, Financial Modeling, Equity Research, Hedge Funds, IPO, Special Situations, Value Investing
Education
Duke University 2004 — 2008
B.S., Economics
SLS Capital Management April 2010 - Present
Credit Suisse June 2008 - April 2010
Skills
Mergers & Acquisitions, Equities, Valuation, Bloomberg, Financial Modeling, Equity Research, Hedge Funds, IPO, Special Situations, Value Investing
Education
Duke University 2004 — 2008
B.S., Economics
Mychal Harrison's Credit Suisse Experience March 2005 - June 2006
Job Director at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group January 2015 - Present
Huron Consulting Group September 2013 - Present
Guggenheim Securities February 2012 - January 2013
Cantor Fitzgerald December 2010 - December 2011
BTIG LLC March 2009 - November 2010
Duke University 2006 - 2010
Barclays Capital 2006 - January 2009
Credit Suisse March 2005 - June 2006
Goldman Sachs January 2004 - March 2005
Goldman Sachs July 2001 - December 2003
Skills
Valuation, Trading, High Yield Bonds, Debt Restructuring, Financials, Financial Markets, Capital Markets Advisory, Investment Banking, Financial Modeling, TMT, Technology, Fixed Income, Leveraged Finance, Hedge Funds, Strategy, Capital Markets
Education
Duke University 1997 — 2001
BS, Economics
Duke University 1997 — 2001
Certificate, Markets and Management
Huron Consulting Group January 2015 - Present
Huron Consulting Group September 2013 - Present
Guggenheim Securities February 2012 - January 2013
Cantor Fitzgerald December 2010 - December 2011
BTIG LLC March 2009 - November 2010
Duke University 2006 - 2010
Barclays Capital 2006 - January 2009
Credit Suisse March 2005 - June 2006
Goldman Sachs January 2004 - March 2005
Goldman Sachs July 2001 - December 2003
Skills
Valuation, Trading, High Yield Bonds, Debt Restructuring, Financials, Financial Markets, Capital Markets Advisory, Investment Banking, Financial Modeling, TMT, Technology, Fixed Income, Leveraged Finance, Hedge Funds, Strategy, Capital Markets
Education
Duke University 1997 — 2001
BS, Economics
Duke University 1997 — 2001
Certificate, Markets and Management
Chris Condon's Credit Suisse Experience May 2007 - July 2007
Job Associate Futures & Options, OTC Clearing
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
JPMorgan Chase & Co. July 2011 - October 2014
Weber, Inc January 2009 - August 2010
Obama for America December 2007 - July 2008
Credit Suisse May 2007 - July 2007
Skills
Software Engineering, SQL, Java, Analytics, SDLC, Finance, Banking, C#, Credit Derivatives, Test Driven Development, Agile Methodologies, Interest Rate Swaps, Visio, SAS, Analysis, Public Speaking, Machine Learning, R, Data Science, GMI, IBM AS/400
Education
East Carolina University
Bachelor of Science (B.S.), Economics, Computer Science
Duke University
Statistical Analysis & Data Modeling Certificate
J.P. Morgan October 2014 - Present
JPMorgan Chase & Co. July 2011 - October 2014
Weber, Inc January 2009 - August 2010
Obama for America December 2007 - July 2008
Credit Suisse May 2007 - July 2007
Skills
Software Engineering, SQL, Java, Analytics, SDLC, Finance, Banking, C#, Credit Derivatives, Test Driven Development, Agile Methodologies, Interest Rate Swaps, Visio, SAS, Analysis, Public Speaking, Machine Learning, R, Data Science, GMI, IBM AS/400
Education
East Carolina University
Bachelor of Science (B.S.), Economics, Computer Science
Duke University
Statistical Analysis & Data Modeling Certificate
Ray Baksh's Credit Suisse Experience July 2008 - September 2013
Job Mainframe Network Engineer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Credit Suisse July 2008 - September 2013
NYSE Euronext 2005 - 2008
SIAC 1996 - 2008
NYSE 1996 - 2008
Skills
Disaster Recovery, Incident Management, Business Continuity, Data Center, FTP, High Availability, Mainframe, ITIL, Unix, TCP/IP, Enterprise Architecture, Firewalls
Education
Drexel University
Pace University
Computer Science
Morgan Stanley November 2013 - Present
Credit Suisse July 2008 - September 2013
NYSE Euronext 2005 - 2008
SIAC 1996 - 2008
NYSE 1996 - 2008
Skills
Disaster Recovery, Incident Management, Business Continuity, Data Center, FTP, High Availability, Mainframe, ITIL, Unix, TCP/IP, Enterprise Architecture, Firewalls
Education
Drexel University
Pace University
Computer Science
Charles Bishop's Credit Suisse Experience October 2007 - October 2008
Job Portfolio Manager
Industry Investment Management
Experience
AIG Asset Management Group April 2010 - Present
Third Avenue Management November 2009 - March 2010
Credit Suisse October 2007 - October 2008
INVESCO February 1993 - October 2007
Kidder Peabody August 1987 - February 1993
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1979 — 1983
BS, Computer Science, Economics
AIG Asset Management Group April 2010 - Present
Third Avenue Management November 2009 - March 2010
Credit Suisse October 2007 - October 2008
INVESCO February 1993 - October 2007
Kidder Peabody August 1987 - February 1993
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1979 — 1983
BS, Computer Science, Economics
Steve Lichtman's Credit Suisse Experience 2000 - 2003
Job Managing Director, Senior Research Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. May 2010 - Present
JMP Securities June 2009 - June 2010
Banc of America Securities April 2003 - December 2008
Credit Suisse First Boston February 2000 - April 2003
Credit Suisse 2000 - 2003
Schroder & Company, Inc. June 1998 - February 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting (Financial Statement Analysis)
Duke University 1990 — 1994
BA, Economics, Public Policy Studies
Oppenheimer & Co. May 2010 - Present
JMP Securities June 2009 - June 2010
Banc of America Securities April 2003 - December 2008
Credit Suisse First Boston February 2000 - April 2003
Credit Suisse 2000 - 2003
Schroder & Company, Inc. June 1998 - February 2000
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting (Financial Statement Analysis)
Duke University 1990 — 1994
BA, Economics, Public Policy Studies
Jeremy Stern's Credit Suisse Experience July 2015 - Present
Job Recovery Management International at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
FTI Consulting August 2010 - July 2015
FTI Consulting June 2009 - September 2009
Credit Suisse 2006 - 2008
BlackRock 2005 - 2006
Skills
Corporate Finance, Real Estate Finance, Financial Modeling, Valuation, Leveraged Finance, Change Management, Financial Analysis, Investments, Mergers, Private Equity, Real Estate Economics
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA)
Drexel University - College of Business and Administration 2004 — 2006
B.S. Summa Cum Laude, Business Admin - Finance concentration
University of Rochester 2001 — 2003
transferred, Economics
IESE Business School - University of Navarra
The Dalton School
Credit Suisse July 2015 - Present
FTI Consulting August 2010 - July 2015
FTI Consulting June 2009 - September 2009
Credit Suisse 2006 - 2008
BlackRock 2005 - 2006
Skills
Corporate Finance, Real Estate Finance, Financial Modeling, Valuation, Leveraged Finance, Change Management, Financial Analysis, Investments, Mergers, Private Equity, Real Estate Economics
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA)
Drexel University - College of Business and Administration 2004 — 2006
B.S. Summa Cum Laude, Business Admin - Finance concentration
University of Rochester 2001 — 2003
transferred, Economics
IESE Business School - University of Navarra
The Dalton School
Suzanne (Susu) Bagert's Credit Suisse Experience 2002 - 2003
Job Attorney / Private Equity Consultant
Industry Law Practice
Experience
Law Office of Suzanne Bagert 2011 - Present
Cayenne Consulting, LLC 2004 - Present
Bayou Ridge Holdings, LLC August 2004 - August 2013
Credit Suisse First Boston November 2000 - May 2003
Credit Suisse 2002 - 2003
Donaldson, Lufkin & Jenrette January 2000 - November 2000
O'Sullivan, Graev & Karabell, LLP 1999 - 2000
LeBoeuf, Lamb, Greene & MacRae, LLP October 1996 - December 1998
Skills
Private Equity, Venture Capital, Due Diligence, Investment Banking, Corporate Governance, Mergers, Corporate Finance, Alternative Investments, Securities Regulation, Capital Markets, Securities, Corporate Law, Legal Advice, Restructuring, Leveraged Finance, Investments, LBO, Civil Litigation, Asset Management, Start-ups, Hedge Funds, Bankruptcy, Investor Relations, Legal Writing, Corporate Development, Joint Ventures, Private Placements, Mergers & Acquisitions, Commercial Litigation, Divestitures, Financial Structuring, Cross-border..., Emerging Markets
Education
Tulane University Law School 1993 — 1996
J.D., Law
University of New Orleans 1993 — 1993
Accounting and Finance Coursework, 4.0
Duke University 1986 — 1990
BA, Economics, French
Law Office of Suzanne Bagert 2011 - Present
Cayenne Consulting, LLC 2004 - Present
Bayou Ridge Holdings, LLC August 2004 - August 2013
Credit Suisse First Boston November 2000 - May 2003
Credit Suisse 2002 - 2003
Donaldson, Lufkin & Jenrette January 2000 - November 2000
O'Sullivan, Graev & Karabell, LLP 1999 - 2000
LeBoeuf, Lamb, Greene & MacRae, LLP October 1996 - December 1998
Skills
Private Equity, Venture Capital, Due Diligence, Investment Banking, Corporate Governance, Mergers, Corporate Finance, Alternative Investments, Securities Regulation, Capital Markets, Securities, Corporate Law, Legal Advice, Restructuring, Leveraged Finance, Investments, LBO, Civil Litigation, Asset Management, Start-ups, Hedge Funds, Bankruptcy, Investor Relations, Legal Writing, Corporate Development, Joint Ventures, Private Placements, Mergers & Acquisitions, Commercial Litigation, Divestitures, Financial Structuring, Cross-border..., Emerging Markets
Education
Tulane University Law School 1993 — 1996
J.D., Law
University of New Orleans 1993 — 1993
Accounting and Finance Coursework, 4.0
Duke University 1986 — 1990
BA, Economics, French
Lindsay Johnson's Credit Suisse Experience 1998 - 2005
Job Special Counsel at PineBridge Investments
Industry Law Practice
Experience
PineBridge Investments March 2014 - Present
Duncan Advisory Services LLC 2005 - Present
Credit Suisse 1998 - 2005
Credit Suisse First Boston 1998 - 2001
Credit Suisse 1998 - 2001
AIG 1993 - 1998
Skadden Arps September 1987 - 1992
Skills
Private Equity, Capital Markets, Hedge Funds, Mergers, Due Diligence, Investment Banking, Securities, Corporate Governance, Securities Regulation, Corporate Finance, Venture Capital, Private Placements, Alternative Investments, M&A experience, Start-ups, Options, Acquisitions, Fixed Income, Emerging Markets, Derivatives, Bloomberg, Valuation, Mergers & Acquisitions, Executive Management, Joint Ventures, Credit Derivatives, Cross-border..., Corporate Law, Mutual Funds, Capital, Asset Management, Investment Management, Structured Finance, Financial Services, Restructuring, Equities, Corporate Development, Risk Management, Financial Structuring, Financial Modeling, IPO, LBO, Intellectual Property, Investments, Portfolio Management
Education
Duke University 1983 — 1986
MA, Philosophy
Duke University School of Law 1983 — 1986
JD
Wheaton College (MA) 1980 — 1983
BA
PineBridge Investments March 2014 - Present
Duncan Advisory Services LLC 2005 - Present
Credit Suisse 1998 - 2005
Credit Suisse First Boston 1998 - 2001
Credit Suisse 1998 - 2001
AIG 1993 - 1998
Skadden Arps September 1987 - 1992
Skills
Private Equity, Capital Markets, Hedge Funds, Mergers, Due Diligence, Investment Banking, Securities, Corporate Governance, Securities Regulation, Corporate Finance, Venture Capital, Private Placements, Alternative Investments, M&A experience, Start-ups, Options, Acquisitions, Fixed Income, Emerging Markets, Derivatives, Bloomberg, Valuation, Mergers & Acquisitions, Executive Management, Joint Ventures, Credit Derivatives, Cross-border..., Corporate Law, Mutual Funds, Capital, Asset Management, Investment Management, Structured Finance, Financial Services, Restructuring, Equities, Corporate Development, Risk Management, Financial Structuring, Financial Modeling, IPO, LBO, Intellectual Property, Investments, Portfolio Management
Education
Duke University 1983 — 1986
MA, Philosophy
Duke University School of Law 1983 — 1986
JD
Wheaton College (MA) 1980 — 1983
BA
Allister Peera's Credit Suisse Experience June 2008 - August 2008
Job Solutions Consultant at Visual IQ, Inc.
Industry Computer Software
Experience
Visual IQ, Inc. June 2014 - Present
Marin Software June 2011 - December 2013
Melvin Securities July 2010 - December 2010
Credit Suisse June 2008 - August 2008
First Investors Corporation October 2005 - June 2007
First New York Securities October 2002 - May 2005
Skills
Analytics, Competitive Analysis, Financial Modeling, Financial Analysis, Digital Marketing, Marketing, Strategy, Business Strategy, Product Management, Online Advertising
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Economics
Duke University 1998 — 2002
BA, Economics
Visual IQ, Inc. June 2014 - Present
Marin Software June 2011 - December 2013
Melvin Securities July 2010 - December 2010
Credit Suisse June 2008 - August 2008
First Investors Corporation October 2005 - June 2007
First New York Securities October 2002 - May 2005
Skills
Analytics, Competitive Analysis, Financial Modeling, Financial Analysis, Digital Marketing, Marketing, Strategy, Business Strategy, Product Management, Online Advertising
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Economics
Duke University 1998 — 2002
BA, Economics
Barbara Libove's Credit Suisse Experience May 2004 - August 2004
Job Director of Social Impact Finance at Freelancers Union
Industry Financial Services
Experience
Freelancers Union December 2013 - Present
Nonprofit Finance Fund August 2010 - November 2013
New York City Investment Fund August 2008 - July 2010
Morgan Stanley August 2007 - August 2008
Morgan Stanley July 2005 - July 2007
Credit Suisse May 2004 - August 2004
Education
Duke University 2001 — 2005
BS, Economics, German, Religion
Freelancers Union December 2013 - Present
Nonprofit Finance Fund August 2010 - November 2013
New York City Investment Fund August 2008 - July 2010
Morgan Stanley August 2007 - August 2008
Morgan Stanley July 2005 - July 2007
Credit Suisse May 2004 - August 2004
Education
Duke University 2001 — 2005
BS, Economics, German, Religion
Alexander Osmond's Credit Suisse Experience June 2013 - Present
Job
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Skills
Underwriting, Real Estate, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Bloomberg, Corporate Finance, Credit Analysis, Microsoft Office, Private Equity, Investment Banking, Analysis, Research, Credit, Mortgage Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters of Accounting, Accountancy
Duke University 2005 — 2009
B.S., Economics, Art History
University of Paris I: Panthéon-Sorbonne 2007 — 2007
Histoire de l'Art
Credit Suisse June 2013 - Present
Skills
Underwriting, Real Estate, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Bloomberg, Corporate Finance, Credit Analysis, Microsoft Office, Private Equity, Investment Banking, Analysis, Research, Credit, Mortgage Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters of Accounting, Accountancy
Duke University 2005 — 2009
B.S., Economics, Art History
University of Paris I: Panthéon-Sorbonne 2007 — 2007
Histoire de l'Art
Timothy DeGroot's Credit Suisse Experience November 2008 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2008 - Present
Merrill Lynch, Pierce, Fenner & Smith March 2007 - October 2008
Skills
Derivatives, Strategic Planning, Trading, Fixed Income, Options, Product Control, Business Development, Internal Controls, Capital Markets, Equities, Investment Banking, Securities, Risk Management, Prime Brokerage, Structured Products
Education
Drexel University 1982 — 1987
Bachelor of Science (B.A.Sc.), Finance and Accounting
Credit Suisse November 2008 - Present
Merrill Lynch, Pierce, Fenner & Smith March 2007 - October 2008
Skills
Derivatives, Strategic Planning, Trading, Fixed Income, Options, Product Control, Business Development, Internal Controls, Capital Markets, Equities, Investment Banking, Securities, Risk Management, Prime Brokerage, Structured Products
Education
Drexel University 1982 — 1987
Bachelor of Science (B.A.Sc.), Finance and Accounting
Gilda Reinhart's Credit Suisse Experience 2007 - 2008
Job Lead QA Engineer at Standard & Poor's
Industry Information Technology and Services
Experience
Standard & Poor's 2010 - Present
JP Morgan Chase 2008 - 2009
Credit Suisse 2007 - 2008
JPMorgan Chase 2004 - 2007
Goldman Sachs 2004 - 2004
J.P. Morgan 2000 - 2003
Dreyfus 1996 - 2000
Transamerica Leasing 1983 - 1996
Skills
Financial Services, SDLC, Business Requirements, Requirements Gathering, Business Analysis, Requirements Analysis, Waterfall, Software Project..., Quality Center, Data Warehousing, Visio, Vendor Management, Agile Methodologies, Project Delivery, Business Process..., Enterprise Architecture
Education
New York University - Polytechnic School of Engineering
MS, Computer Science
Duke University 1974 — 1977
BA
Standard & Poor's 2010 - Present
JP Morgan Chase 2008 - 2009
Credit Suisse 2007 - 2008
JPMorgan Chase 2004 - 2007
Goldman Sachs 2004 - 2004
J.P. Morgan 2000 - 2003
Dreyfus 1996 - 2000
Transamerica Leasing 1983 - 1996
Skills
Financial Services, SDLC, Business Requirements, Requirements Gathering, Business Analysis, Requirements Analysis, Waterfall, Software Project..., Quality Center, Data Warehousing, Visio, Vendor Management, Agile Methodologies, Project Delivery, Business Process..., Enterprise Architecture
Education
New York University - Polytechnic School of Engineering
MS, Computer Science
Duke University 1974 — 1977
BA
Richard Zinman's Credit Suisse Experience 2008 - Present
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2008 - Present
Citi 2001 - 2008
Credit Suisse 1991 - 1995
Smith Barney 1988 - 1991
Oppenheimer & Co. 1985 - 1988
Dean Witter Reynolds 1983 - 1985
Education
Duke University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Horace Mann School 1974 — 1978
Credit Suisse 2008 - Present
Citi 2001 - 2008
Credit Suisse 1991 - 1995
Smith Barney 1988 - 1991
Oppenheimer & Co. 1985 - 1988
Dean Witter Reynolds 1983 - 1985
Education
Duke University 1978 — 1982
Bachelor of Arts (B.A.), Political Science
Horace Mann School 1974 — 1978
scott dorf's Credit Suisse Experience May 2009 - March 2013
Job Market Analyst at Brevan Howard
Industry Investment Banking
Experience
Brevan Howard March 2015 - Present
RBC June 2013 - February 2015
Credit Suisse May 2009 - March 2013
RBS Greenwich Capital February 1989 - May 2009
Salomon Brothers 1984 - 1989
Education
Duke University 1980 — 1984
BA, History
Brevan Howard March 2015 - Present
RBC June 2013 - February 2015
Credit Suisse May 2009 - March 2013
RBS Greenwich Capital February 1989 - May 2009
Salomon Brothers 1984 - 1989
Education
Duke University 1980 — 1984
BA, History
Noah Kirsch's Credit Suisse Experience June 2010 - August 2010
Job Program Assistant at Linden Trust for Conservation
Industry Nonprofit Organization Management
Experience
The Linden Trust for Conservation September 2014 - Present
Bain & Company September 2011 - July 2014
Credit Suisse June 2010 - August 2010
Skills
Management Consulting, Business Strategy, Strategy, Leveraged Finance, Financial Modeling, Strategic Consulting, Private Equity, Due Diligence, Investment Banking, Market Entry
Education
Duke University 2007 — 2011
The Linden Trust for Conservation September 2014 - Present
Bain & Company September 2011 - July 2014
Credit Suisse June 2010 - August 2010
Skills
Management Consulting, Business Strategy, Strategy, Leveraged Finance, Financial Modeling, Strategic Consulting, Private Equity, Due Diligence, Investment Banking, Market Entry
Education
Duke University 2007 — 2011
Andrew Delia's Credit Suisse Experience September 2013 - Present
Job Associate Technology, Media and Telecommunications Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2013 - Present
Cowen and Company January 2013 - August 2013
Credit Suisse February 2012 - January 2013
Davis Polk & Wardwell LLP October 2007 - February 2012
U.S. Telecom Association April 2005 - June 2007
The Office of Congressman Edolphus Towns February 2003 - March 2005
The Office of Congressman Thomas Sawyer June 2000 - January 2005
Education
Georgetown University Law Center 2003 — 2007
JD, Law
Georgetown Public Policy Institute 1998 — 2000
MPP, Public Policy
Duke University 1992 — 1996
AB, Public Policy
Credit Suisse September 2013 - Present
Cowen and Company January 2013 - August 2013
Credit Suisse February 2012 - January 2013
Davis Polk & Wardwell LLP October 2007 - February 2012
U.S. Telecom Association April 2005 - June 2007
The Office of Congressman Edolphus Towns February 2003 - March 2005
The Office of Congressman Thomas Sawyer June 2000 - January 2005
Education
Georgetown University Law Center 2003 — 2007
JD, Law
Georgetown Public Policy Institute 1998 — 2000
MPP, Public Policy
Duke University 1992 — 1996
AB, Public Policy
Sijing Shirley Liang's Credit Suisse Experience July 2012 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Skills
Economics, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Microsoft Office, Corporate Finance, Data Analysis
Education
Duke University 2008 — 2012
BS, Economics
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Skills
Economics, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Microsoft Office, Corporate Finance, Data Analysis
Education
Duke University 2008 — 2012
BS, Economics
Andy Mahder's Credit Suisse Experience February 1997 - October 2007
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital March 2010 - Present
Credit Suisse February 1997 - October 2007
Chase Securities Inc July 1987 - January 1997
Skills
High Yield, Capital Markets, Leveraged Finance, Syndications, Fixed Income, Corporate Finance, Credit Analysis, Project Finance
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BA, Economics
Macquarie Capital March 2010 - Present
Credit Suisse February 1997 - October 2007
Chase Securities Inc July 1987 - January 1997
Skills
High Yield, Capital Markets, Leveraged Finance, Syndications, Fixed Income, Corporate Finance, Credit Analysis, Project Finance
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BA, Economics
Xi Wu's Credit Suisse Experience June 2011 - August 2011
Job Derivatives Trader at Optiver
Industry Financial Services
Experience
Optiver August 2012 - Present
Credit Suisse June 2011 - August 2011
J.P. Morgan 2010 - 2010
Skills
Derivatives, Bloomberg, Options, Commodity, Risk Management, Ethics, Trading, Hedge Funds, Proprietary Trading, Volatility, Valuation, Equity Derivatives
Education
Duke University 2008 — 2012
B.S., Biomedical Engineering, Electrical Computer Engineering, Economics
Optiver August 2012 - Present
Credit Suisse June 2011 - August 2011
J.P. Morgan 2010 - 2010
Skills
Derivatives, Bloomberg, Options, Commodity, Risk Management, Ethics, Trading, Hedge Funds, Proprietary Trading, Volatility, Valuation, Equity Derivatives
Education
Duke University 2008 — 2012
B.S., Biomedical Engineering, Electrical Computer Engineering, Economics
Veronica Schaeffer's Credit Suisse Experience June 2011 - June 2012
Job Business Systems Analyst at AIG
Industry Information Technology and Services
Experience
AIG October 2014 - Present
Ronald McDonald House of Durham April 2013 - July 2013
Ronald McDonald House of Durham July 2012 - February 2013
Credit Suisse June 2011 - June 2012
Bank of America Merrill Lynch April 2010 - May 2011
Neuberger Berman (Lehman Brothers) January 2008 - April 2010
Bloomberg December 2005 - December 2007
Skills
Event Planning, Fundraising, Business Analysis, Financial Analysis, Diversity & Inclusion, Auction Management, Project Management, Business Intelligence..., Workflow Diagrams, Microsoft Office 2007, Visio, Bloomberg, Nonprofits, Strategy, Microsoft Office
Education
University of Michigan 2001 — 2005
B.A., Economics
Duke University 2012 — 2012
Certificate Program, Nonprofit Management
AIG October 2014 - Present
Ronald McDonald House of Durham April 2013 - July 2013
Ronald McDonald House of Durham July 2012 - February 2013
Credit Suisse June 2011 - June 2012
Bank of America Merrill Lynch April 2010 - May 2011
Neuberger Berman (Lehman Brothers) January 2008 - April 2010
Bloomberg December 2005 - December 2007
Skills
Event Planning, Fundraising, Business Analysis, Financial Analysis, Diversity & Inclusion, Auction Management, Project Management, Business Intelligence..., Workflow Diagrams, Microsoft Office 2007, Visio, Bloomberg, Nonprofits, Strategy, Microsoft Office
Education
University of Michigan 2001 — 2005
B.A., Economics
Duke University 2012 — 2012
Certificate Program, Nonprofit Management
Otto Lowe's Credit Suisse Experience 1993 - 1995
Job SCOR Global Life: Senior VP Collateral & Investments
Industry Insurance
Experience
SCOR Global Life - Americas August 2011 - Present
Transamerica Reinsurance September 2006 - August 2011
Marsh April 2004 - September 2006
Carolina Financial Group LLC January 1997 - March 2004
First Union Capital Markets June 1994 - June 1996
Credit Suisse 1993 - 1995
RBS Greenwich Capital 1992 - 1993
Credit Suisse 1988 - 1991
First Union National Bank 1986 - 1988
Skills
Capital Management, Reinsurance, Solvency II, Enterprise Risk..., Financial Risk, Investments, Risk Management, Life Insurance, Insurance, Portfolio Management, Financial Modeling, Financial Services, Valuation, ALM, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Structured Finance, Mergers & Acquisitions, Investment Management, Derivatives, Financial Structuring, Due Diligence, Investment Banking, Hedge Funds, Equities, Bonds, Securities, Strategic Financial..., Private Equity
Education
Duke University 1980 — 1984
BS, Geology
Millburn H.S.
SCOR Global Life - Americas August 2011 - Present
Transamerica Reinsurance September 2006 - August 2011
Marsh April 2004 - September 2006
Carolina Financial Group LLC January 1997 - March 2004
First Union Capital Markets June 1994 - June 1996
Credit Suisse 1993 - 1995
RBS Greenwich Capital 1992 - 1993
Credit Suisse 1988 - 1991
First Union National Bank 1986 - 1988
Skills
Capital Management, Reinsurance, Solvency II, Enterprise Risk..., Financial Risk, Investments, Risk Management, Life Insurance, Insurance, Portfolio Management, Financial Modeling, Financial Services, Valuation, ALM, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Structured Finance, Mergers & Acquisitions, Investment Management, Derivatives, Financial Structuring, Due Diligence, Investment Banking, Hedge Funds, Equities, Bonds, Securities, Strategic Financial..., Private Equity
Education
Duke University 1980 — 1984
BS, Geology
Millburn H.S.
Gaurav Bagwe's Credit Suisse Experience November 2010 - December 2011
Job Ph.D. Student
Industry Research
Experience
Duke Social Science Research Institute September 2013 - May 2015
Reliable Autotech Pvt Ltd May 2012 - August 2013
Credit Suisse November 2010 - December 2011
Skills
Bloomberg, Valuation, Financial Modeling, Derivatives, Fixed Income, Corporate Finance, Financial Analysis, Matlab, Hedge Funds, Data Analysis
Education
Georgetown University 2015 — 2019
Doctor of Philosophy (Ph.D.), Economics
Duke University 2013 — 2015
Master of Arts (MA), Economics
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance, Economics
The International School Bangalore 2004 — 2006
IB Diploma
Fravashi Academy 1991 — 2004
Duke Social Science Research Institute September 2013 - May 2015
Reliable Autotech Pvt Ltd May 2012 - August 2013
Credit Suisse November 2010 - December 2011
Skills
Bloomberg, Valuation, Financial Modeling, Derivatives, Fixed Income, Corporate Finance, Financial Analysis, Matlab, Hedge Funds, Data Analysis
Education
Georgetown University 2015 — 2019
Doctor of Philosophy (Ph.D.), Economics
Duke University 2013 — 2015
Master of Arts (MA), Economics
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance, Economics
The International School Bangalore 2004 — 2006
IB Diploma
Fravashi Academy 1991 — 2004
Rob Santangelo's Credit Suisse Experience June 2007 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2007 - Present
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.)
Duke University 1988 — 1992
Bachelor's degree, Economics
Credit Suisse June 2007 - Present
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.)
Duke University 1988 — 1992
Bachelor's degree, Economics
Derek Doran's Credit Suisse Experience 1995 - 2007
Job Director at Capra Ibex
Industry Financial Services
Experience
Capra Ibex Advisors November 2010 - Present
Credit Suisse 1995 - 2007
Education
Dublin City University 1994 — 1995
MSc, Computer Applications
Dublin City University 1989 — 1993
Bsc, Computer Applications
Colaiste Mhuire 1977 — 1989
Capra Ibex Advisors November 2010 - Present
Credit Suisse 1995 - 2007
Education
Dublin City University 1994 — 1995
MSc, Computer Applications
Dublin City University 1989 — 1993
Bsc, Computer Applications
Colaiste Mhuire 1977 — 1989
Charles Tharnstrom's Credit Suisse Experience Vice PresidentGoldman Sachs2001 - 2008
Job Managing Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse Vice PresidentGoldman Sachs2001 - 2008
Morgan Stanley 1994 - 2001
Education
Duke University
B.S.E.
New York University School of Law
L.L.M.
University of Florida - Fredric G. Levin College of Law
J.D.
Credit Suisse Vice PresidentGoldman Sachs2001 - 2008
Morgan Stanley 1994 - 2001
Education
Duke University
B.S.E.
New York University School of Law
L.L.M.
University of Florida - Fredric G. Levin College of Law
J.D.
Darla Shay's Credit Suisse Experience 2011 - July 2013
Job Investor Relations at Dick's Sporting Goods
Industry Retail
Experience
DICK'S Sporting Goods November 2013 - Present
Credit Suisse 2011 - July 2013
FBR 2010 - 2011
Telsey Advisory Group 2008 - 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management, Series 7, Valuation
Education
Duke University 2004 — 2008
Fox Chapel
DICK'S Sporting Goods November 2013 - Present
Credit Suisse 2011 - July 2013
FBR 2010 - 2011
Telsey Advisory Group 2008 - 2010
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management, Series 7, Valuation
Education
Duke University 2004 — 2008
Fox Chapel
Leslie Graves's Credit Suisse Experience August 1985 - December 2011
Job Managing Director at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group January 2011 - Present
Credit Suisse August 1985 - December 2011
Skills
Investment Banking, Fixed Income, Capital Markets, Securities, Bonds, Structured Products, Portfolio Management, Equities, Electronic Trading, Financial Modeling, Hedge Funds, Series 7, Derivatives, Asset Management, Trading, Financial Markets, Investments, Banking, Alternative Investments, Trading Systems, Bloomberg, Options, Corporate Finance, Structured Finance, Credit Derivatives, Valuation, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Duke University
AB Economics, Economics
Mischler Financial Group January 2011 - Present
Credit Suisse August 1985 - December 2011
Skills
Investment Banking, Fixed Income, Capital Markets, Securities, Bonds, Structured Products, Portfolio Management, Equities, Electronic Trading, Financial Modeling, Hedge Funds, Series 7, Derivatives, Asset Management, Trading, Financial Markets, Investments, Banking, Alternative Investments, Trading Systems, Bloomberg, Options, Corporate Finance, Structured Finance, Credit Derivatives, Valuation, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Duke University
AB Economics, Economics
Aoife Dunford's Credit Suisse Experience January 2012 - June 2012
Job Senior at Northeastern University
Industry Financial Services
Experience
Credit Suisse January 2012 - June 2012
Susquehanna International Group April 2011 - August 2011
Education
Northeastern University 2011 — 2013
Bachelor of Science in International Business, Finance
Dublin City University 2009 — 2011
BA Global Business (Transatlantic Studies)
Credit Suisse January 2012 - June 2012
Susquehanna International Group April 2011 - August 2011
Education
Northeastern University 2011 — 2013
Bachelor of Science in International Business, Finance
Dublin City University 2009 — 2011
BA Global Business (Transatlantic Studies)
Steven Geller's Credit Suisse Experience April 2011 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2011 - Present
Exor, Inc. June 2008 - February 2011
Credit Suisse July 1994 - May 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Equities, Structured Products, Hedge Funds, Structured Finance, Credit Derivatives, Private Equity, FX Options, Alternative Investments, Equity Derivatives, Financial Structuring, Valuation
Education
Duke University
Bachelor's degree, Economics
Credit Suisse April 2011 - Present
Exor, Inc. June 2008 - February 2011
Credit Suisse July 1994 - May 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Equities, Structured Products, Hedge Funds, Structured Finance, Credit Derivatives, Private Equity, FX Options, Alternative Investments, Equity Derivatives, Financial Structuring, Valuation
Education
Duke University
Bachelor's degree, Economics
David Spiro's Credit Suisse Experience May 2011 - May 2011
Job
Industry Venture Capital & Private Equity
Experience
Insight Venture Partners June 2013 - Present
Stone Point Capital May 2012 - August 2012
Citigroup Global Markets Inc. May 2011 - August 2011
Credit Suisse May 2011 - May 2011
The Journal News May 2010 - June 2010
Skills
Private Equity, Venture Capital, Investments, Corporate Finance, Entrepreneurship, Python, Matlab, Start-ups, Due Diligence, Financial Analysis, Capital Markets, Equity Capital Markets, Financial Modeling, Valuation, Investment Banking, Bloomberg, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Finance, JavaScript
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Bachelor of Science (B.S.) in Economics, Concentrations: Operations & Information Management, Legal Studies & Business Ethics
University College London, U. of London 2012 — 2012
Economics
Duke University 2010 — 2011
Bachelor of Science, Economics
Scarsdale High School 2006 — 2010
Insight Venture Partners June 2013 - Present
Stone Point Capital May 2012 - August 2012
Citigroup Global Markets Inc. May 2011 - August 2011
Credit Suisse May 2011 - May 2011
The Journal News May 2010 - June 2010
Skills
Private Equity, Venture Capital, Investments, Corporate Finance, Entrepreneurship, Python, Matlab, Start-ups, Due Diligence, Financial Analysis, Capital Markets, Equity Capital Markets, Financial Modeling, Valuation, Investment Banking, Bloomberg, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Finance, JavaScript
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Bachelor of Science (B.S.) in Economics, Concentrations: Operations & Information Management, Legal Studies & Business Ethics
University College London, U. of London 2012 — 2012
Economics
Duke University 2010 — 2011
Bachelor of Science, Economics
Scarsdale High School 2006 — 2010
Jim Mannino's Credit Suisse Experience August 1999 - July 2003
Job Managing Director at Imperial Capital
Industry Banking
Experience
Imperial Capital January 2013 - Present
Knight Capital Group December 2008 - December 2012
Merrill Lynch August 2003 - November 2008
Credit Suisse August 1999 - July 2003
Morgan Stanley October 1993 - May 1997
Skills
Fixed Income, Credit Analysis, Sales&Marketing, Trading, Credit Derivatives, Hedge Funds, Equities, Risk Management, High Yield Bonds, Investment Grade Bonds, Structured Products
Education
Anderson School at UCLA 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Duke University 1989 — 1993
Bachelor of Arts (BA), History and Political Science
Landon School 1979 — 1989
HS Diploma
Imperial Capital January 2013 - Present
Knight Capital Group December 2008 - December 2012
Merrill Lynch August 2003 - November 2008
Credit Suisse August 1999 - July 2003
Morgan Stanley October 1993 - May 1997
Skills
Fixed Income, Credit Analysis, Sales&Marketing, Trading, Credit Derivatives, Hedge Funds, Equities, Risk Management, High Yield Bonds, Investment Grade Bonds, Structured Products
Education
Anderson School at UCLA 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Duke University 1989 — 1993
Bachelor of Arts (BA), History and Political Science
Landon School 1979 — 1989
HS Diploma
Bob Fahrbach's Credit Suisse Experience August 1996 - May 2004
Job RBS, Managing Director and Head of Financial Institutions DCM, Coverage, and Structuring
Industry Financial Services
Experience
RBS May 2004 - Present
Credit Suisse August 1996 - May 2004
Smith Barney July 1995 - July 1996
Kidder Peabody July 1992 - July 1995
Education
Duke University 1988 — 1992
Economics and Psychology, Bachelor of Arts
RBS May 2004 - Present
Credit Suisse August 1996 - May 2004
Smith Barney July 1995 - July 1996
Kidder Peabody July 1992 - July 1995
Education
Duke University 1988 — 1992
Economics and Psychology, Bachelor of Arts
Barbara Treasure's Credit Suisse Experience June 2006 - Present
Job collateral analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2006 - Present
Education
Duke University
MA Teaching, Mathematics
University of Wisconsin-Madison
MSIE, socio-technical engineering
Credit Suisse June 2006 - Present
Education
Duke University
MA Teaching, Mathematics
University of Wisconsin-Madison
MSIE, socio-technical engineering
Robert Vermillion's Credit Suisse Experience 2000 - 2002
Job Portfolio Manager at f/64 Capital Management
Industry Investment Management
Experience
f/64 Capital Management 2011 - Present
Axial Capital 2006 - 2010
Wand Partners 2002 - 2004
Credit Suisse 2000 - 2002
Credit Suisse 1998 - 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Duke University 1994 — 1998
Bachelor of Science (BS), Structural Engineering
f/64 Capital Management 2011 - Present
Axial Capital 2006 - 2010
Wand Partners 2002 - 2004
Credit Suisse 2000 - 2002
Credit Suisse 1998 - 2000
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Duke University 1994 — 1998
Bachelor of Science (BS), Structural Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.