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
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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
Credit Suisse August 2015 - Present
PwC June 2015 - August 2015
PwC August 2012 - May 2015
PwC June 2011 - August 2011
Shanghai Foreign Service Co., Ltd. June 2010 - July 2010
Skills
Structured Products, Management Consulting, Data Analysis, Financial Modeling, Microsoft Office, Analysis, Valuation, Microsoft Excel, Project Management, Business Development, Asset-backed..., Fixed Income, PowerPoint, Google Analytics, SQL, Intex, Bloomberg
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Industrial Engineering, Integrated Business and Engingeering
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance
The Guardian Life Insurance Company of America June 2011 - August 2011
Air Products and Chemicals June 2010 - November 2010
Lehigh University July 2008 - August 2008
Credit Suisse May 2008 - June 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Microsoft Excel, Data Analysis, Business Strategy, Bloomberg, Analysis, Strategic Planning, Risk Management, Market Research, Management Consulting, Accounting, Derivatives, Economics, Fixed Income, Portfolio Management, Access, Capital Markets, Investments, Business Analysis, Business Development, Project Management, Business Planning, Program Management, Management, Due Diligence
Education
UCLA Anderson School of Management 2011 — 2011
Master, Financial Engineering
Lehigh University 2006 — 2010
B.S., Computer Science and Business
Hunt Mortgage Group June 2015 - Present
Dougherty & Company October 2009 - June 2015
PNC Bank June 2008 - October 2009
Credit Suisse March 2006 - May 2008
GMAC Commercial Mortgage March 2002 - March 2006
Simpson Housing May 1998 - February 2002
Skills
Valuation, Asset Management, Financial Analysis, Loans, Due Diligence, Real Estate Economics, Investments, Affordable Housing, Portfolio Management, Real Estate, Real Estate Financing, Financial Modeling, Apartments, Real Estate Development, Asset Managment, Dispositions, Investment Properties, LIHTC
Education
Lewis and Clark College 1988 — 2001
BA, Foreign Language
University of Colorado Boulder - Leeds School of Business 1994 — 1997
MBA, Finance
University of Colorado School of Law 1994 — 1997
JD
UniCredit March 2014 - Present
Credit Suisse 2009 - 2013
Skills
Fixed Income, Derivatives, Interest Rate..., Bonds, Hedge Funds, Interest Rates, Bloomberg, Financial Markets, Investment Banking, Portfolio Management, Trading
Education
Lehigh University 2005 — 2009
Bachelor of Science (BS), Finance
Lehigh University
Bachelor's degree, Finance, General
Trinity Wall Street January 2015 - Present
Trinity Wall Street March 2013 - December 2014
ISI Group October 2011 - August 2012
Credit Suisse December 2008 - October 2011
Goldman Sachs July 2007 - December 2008
Skills
Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Equities, Portfolio Management, Investments, Asset Managment, Bloomberg, Investment Strategies, Private Equity, Equity Valuation, Natural Gas, Wealth Management, Private Banking, Investment Banking, Asset Allocation, Trading, Asset Management, Financial Markets, Finance, Strategic Financial..., ETFs, Economics, Fixed Income, Strategy, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Lehigh University - College of Business and Economics 2006 — 2007
MS, Analytical Finance
Lehigh University 2002 — 2006
BS, Mechanical Engineering
Luminairy June 2013 - Present
Accenture October 2008 - August 2013
Credit Suisse July 2012 - June 2013
Altman Vilandrie & Company June 2011 - August 2011
Skills
Product Development, Product Management, Project Management, Digital Marketing, Financial Modeling, Strategy, Start-ups, Marketing Strategy, User Experience, User Interface Design, Management Consulting, Usability, Digital Media, Marketing, Market Research, Business Strategy, Customer Insight, Market Analysis, Agile Methodologies, Web Development, SQL, HTML, Web Applications, Software Development, Software Project..., Wireframes, Software Prototyping, Web Analytics
Education
Lomonosov Moscow State University (MSU) 1998 — 2004
Bachelor of Science (Magna cum laude), Master of Science, Computer Science and Applied Mathematics, GPA 3.75 (out of 4.0)
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytical finance, entrepreneurship
Credit Suisse December 2014 - Present
Santander Bank, N.A. September 2013 - November 2014
Deutsche Bank August 2009 - August 2013
Deutsche Bank June 2008 - August 2009
BANXICO - Banco de México June 2007 - August 2007
Skills
Series 63, Series 7, Capital Markets, Fixed Income, Bloomberg, English, Spanish, Derivatives, Bonds, Emerging Markets, Trading, Corporate Finance, Investments, Finance, Investment Banking, Structured Products, Equities, Hedge Funds, Financial Markets
Education
Lehigh University - College of Business and Economics 2004 — 2008
BS, Finance and Marketing
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2000 — 2003
High School
Credit Suisse June 2015 - Present
Garden Valley Farmer's Market May 2010 - December 2014
Skills
Microsoft Excel, Microsoft Word, Accounting, Sales, Microsoft Office, Microsoft Access, Financial Statement..., Public Speaking, Time Management, Event Planning
Education
University of North Carolina at Greensboro 2012 — 2015
Bachelor's Degree, Accounting
Liberty University 2010 — 2012
BNY Mellon December 2011 - Present
Credit Suisse July 2010 - December 2011
JPMorgan Chase June 1998 - April 2010
Skills
Account Reconciliation, Accounting, Financial Services, Fund Accounting, Mutual Funds, Securities, FINRA, Trading
Education
Long Island University, Brooklyn Campus 1989 — 1991
Master of Business Administration (MBA), Business Administration and Management, General
Long Island University, Brooklyn Campus 1985 — 1989
Bachelor of Science (BS), Marketing/Marketing Management, General
Barclays Investment Bank December 2011 - Present
Barclays Capital December 2010 - December 2011
interestMIX.com October 2009 - May 2011
Credit Suisse August 2002 - July 2008
Skills
Capital Markets, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Valuation, Corporate Development, Mergers, Business Strategy, Analytics, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance
Lomonosov Moscow State University (MSU) 1992 — 1996
BS, Economics
UCB Biosciences INC. June 2013 - Present
UCB Biosciences INC. April 2011 - June 2013
Quintiles October 2009 - April 2011
Credit Suisse September 2006 - September 2009
Skills
Data Management, Change Management, Vendor Management, Pharmaceutical Industry, PeopleSoft, Process Improvement, Financial Analysis, Project Management, Customer Service, Team Leadership, Software Documentation, Clinical Trials, Drug Safety, Pharmacovigilance, CRO, Team Building, Project Planning, MS Project, Sop, GCP, Clinical Development, Regulatory Affairs, Quality Assurance, Regulatory Submissions, Clinical Research, Microsoft Office
Education
Bowling Green State University
Health Science
Lexington HS
Liberty University
The Carlyle Group February 2014 - Present
DGAM February 2004 - Present
Credit Suisse July 2001 - January 2004
TD Asset Management 1997 - 1999
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Financial Risk, Due Diligence, Derivatives, Equities
Education
London Business School 1999 — 2001
MBA, Finance
University of Toronto 1991 — 1995
Bachelor of Arts (BA), Economics
Credit Suisse July 2013 - Present
Schonfeld Group April 2012 - August 2013
Citadel LLC 2010 - 2011
Gelber Group LLC 2009 - 2010
Bank of America 2007 - 2009
Moore Capital Management 2003 - 2007
Bear Stearns 1996 - 2003
Skills
FX Options, Global Macro, Hedge Funds, Equities, Quantitative Finance, Bloomberg, Portfolio Management, Derivatives, Proprietary Trading, Fixed Income, Options, Asset Managment, Asset Allocation, Trading, Capital Markets, Hedging, Alternative Investments, Trading Strategies, Investments, Financial Markets, Asset Management, Equity Derivatives, Trading Systems
Education
Lehigh University
Bachelor of Arts (B.A.), Mathematics
Bronx High School of Science 1984 — 1988
Physics
Credit Suisse May 2015 - Present
Compass Ion Advisors, LLC May 2014 - August 2014
Fleming's Prime Steakhouse & Wine Bar June 2010 - August 2013
Skills
Economics, Microsoft Office, Microsoft Excel, Statistics, PowerPoint, Econometrics, Teamwork, Microsoft Word, Data Analysis, Access, Access Database, Organization, Leadership, National Honor Society, Customer Service, Event Planning, Public Speaking, Social Media, Time Management
Education
Lehigh University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.6
Lehigh University - College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Conestoga High School 2008 — 2012
Credit Suisse July 2015 - Present
Kellogg School of Management August 2010 - June 2015
Robert W. Baird & Co. June 2014 - August 2014
Buck Consultants August 2006 - August 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2014
M.S., Finance
Lehigh University 2002 — 2006
B.A., B.S., Math, Economics, Finance, Highest Honors
Hwa Chong Junior College, Singapore 2000 — 2001
Singapore-Cambridge GCE Advanced Level
The Chinese High School, Singapore 1998 — 1999
Singapore-Cambridge GCE Ordinary Level
CFA Institute
Credit Suisse April 2012 - Present
Dun & Bradstreet December 2011 - April 2012
CITCO May 2006 - August 2011
Market Axess March 2005 - April 2006
UnitedHealth Care 2003 - 2005
Bankers Trust/Deutsche Bank April 1997 - 2003
AIG March 1995 - September 1997
Skills
Quality Assurance, Testing, Product Management, SDLC, User Acceptance Testing, Requirements Analysis, Test Planning, Test Automation, Test Cases, Product Strategy, System Testing, Waterfall, Business Requirements, Software Quality..., Cross-functional Team..., Analysis, Integration, Documentation, Quality Center, Product Life Cycle..., Systems Analysis, Test Management, Software Documentation, Vendor Management, Agile Methodologies, Regression Testing, Process Improvement, Requirements Gathering, Software Project..., Program Management, Defect Tracking, Product Lifecycle..., Agile Testing, Release Management, Test Strategy, Performance Testing, Integration Testing, Manual Testing, JIRA, Agile Project Management
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) 1979 — 1984
master
Hothouse Inc. September 2010 - Present
Dad's Garage Theatre 2006 - Present
Gina Rickicki January 1996 - Present
INVeSHARE, Inc. April 2010 - June 2010
CodeReady Solutions January 2010 - March 2010
INVeSHARE, Inc. January 2007 - January 2010
Paulding Residential Youth Detention Center May 2006 - August 2006
Carrabba's Italian Grill November 2005 - July 2006
Hewitt Associates (outsourced CSFB role below) August 2005 - October 2005
Credit Suisse January 2000 - September 2005
Skills
Acting, Theatre, Performing Arts, Stage, Improvisation, Film, Theatrical Production, Comedy, Voice Acting, Adobe Creative Suite, Singing, Entertainment, Directing, Creative Writing, Emcee, Office Management, Software Quality..., Proofreading, Operations Management, Commericals, digital shorts, Human Resources, Smoke Testing, Regression Testing, Functional Testing, Makeup Artistry, Voice Over
Education
Long Island University, C.W. Post Campus 1996 — 2000
Bachelor of Fine Arts (BFA), Theatre/Theater
Sky Holding Company, LLC June 2012 - Present
USC Marshall School of Business July 2010 - May 2012
Credit Suisse July 2011 - August 2011
Sky Holding Company, LLC September 2007 - July 2010
Pegasus Aviation Finance Company June 2006 - September 2007
Skills
Financial Modeling, Finance, Pricing, Financial Analysis, Due Diligence, Business Development, Airlines, Aviation, Strategic Planning, Contract Negotiation, Aircraft, Budgets, Negotiation, Valuation, Competitive Analysis, Microsoft Excel, Business Strategy, Corporate Finance, Microsoft Office
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Lewis and Clark College 2002 — 2006
Bachelor of Arts, Economics
AIG December 2014 - Present
Reed Smith LLP August 2012 - November 2014
The Boston Consulting Group August 2007 - August 2012
Credit Suisse June 2004 - August 2007
Dialectic Capital Management January 2004 - May 2004
Tiffany & Company October 1998 - February 2004
Skills
Business Development, Market Research, Business Strategy, Customer Experience, Content Management, Business Writing, Marketing Communications, Research
Education
Long Island University, C.W. Post Campus 2002 — 2004
Master of Library & Information Science (MLIS), Business Information
The Maryland Institute College of Art 1987 — 1991
BFA, Textile Design - Art History
Credit Suisse June 2014 - Present
Credit Suisse March 2014 - May 2014
Investment Research Innovations February 2013 - March 2014
Fitch Ratings October 2011 - January 2013
UBS Wealth Management April 2009 - October 2011
UBS Wealth Management January 2008 - April 2009
UBS Investment Bank June 2004 - December 2007
UBS Investment Bank September 2002 - June 2004
Credit Suisse First Boston October 1999 - October 2001
GE Capital July 1997 - September 1999
Skills
General Securities..., Product Development, Equity Research, Equities, Financial Modeling, Financial Analysis, Asset Management, Product Management, Bloomberg Terminal, Bloomberg, DCF, Securities, Industry Analysis, Corporate Finance, Financial Reporting, Asset Allocation, Wealth Management, Analysis, Series 7, Business Analysis, Equity Valuation, Investment Advisor..., Factset, Series 63, Series 24, Asset Managment, series 16, series 86, series 87, Supervisory Skills, Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Product Management..., General Securities..., Strategy, Financial Markets, Financial Advisory, Portfolio Management, Six Sigma, Datasets, Sector Coverage, Sector Research, Equity Research Analysis, Stock Research, US Equities, Editing, Compliance, Compliance Support
Education
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
Syosset High School 1986 — 1989
MIAC Analytics December 2010 - Present
Credit Suisse May 2001 - June 2010
Forest Hills Financial Group July 2009 - September 2009
Lehigh University April 2008 - May 2009
Lehigh University October 2007 - May 2009
NYU School of Medicine February 2005 - August 2007
Skills
Investments, Valuation, Analysis, Fixed Income, Corporate Finance, Management, Financial Risk, Finance, Sales, Securities, Financial Services, Capital Markets, Portfolio Management, Financial Analysis, Strategy, Strategic Planning, Research
Education
Investment Banking Institute 2013 — 2013
Financial Modeling and Valuation
Lehigh University - College of Business and Economics 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance
Lehigh University 2000 — 2004
Bachelor’s Degree, Molecular Biology
Self March 2012 - Present
Entersolar November 2010 - November 2011
Northwestern Mutual and Madison Wealth Managers 2008 - 2009
Goldman Sachs/Ayco 2007 - 2008
Manning & Napier Advisors October 2000 - August 2002
Credit Suisse September 1998 - October 2000
Credit Suisse September 1998 - October 2000
Dreyfus May 1994 - September 1998
Education
Lesley University 1990 — 1994
Bach. of Science, Audubon Expedition Institute
MRE Consulting April 2013 - Present
Black Hills Energy May 2014 - Present
Credit Suisse 2013 - 2014
OpenLink Financial January 2011 - February 2013
OpenLink Financial March 2001 - February 2011
Eurobrokers November 1992 - January 2000
Skills
ETRM, Endur, Openlink, Trading Systems, Commodity, SDLC, Back Office, Testing, Energy, Derivatives, Market Risk, User Acceptance Testing, FX Options, Commodity Markets, Software Documentation, Trading, Options, Market Data, Natural Gas, Business Analysis, Requirements Analysis, Analysis, Test Cases, Regression Testing, Quality Assurance, Middle Office, Requirements Gathering, Business Requirements, Functional..., Risk Management, Business Process, Swaps
Education
LIU Post 1987 — 1991
BA, Finance
Credit Suisse 2012 - Present
Education
Lehigh University 2003 — 2007
B.A., Economics
KPMG October 2015 - Present
Nouveau Elevator May 2014 - August 2014
KPMG US June 2013 - August 2013
Envestnet Asset Management June 2012 - August 2012
Credit Suisse June 2011 - August 2011
View Restaurant May 2010 - August 2010
Education
University of Denver 2014 — 2015
Master's Degree, Accounting
Lehigh University 2010 — 2014
Accounting
University College of London
Political Science
DriveWealth July 2012 - Present
AlgoPartners, LLC. January 2010 - July 2013
Tachyon Capital Management June 2009 - July 2013
End-to-End Technology Projects January 2008 - July 2013
TAB Networks July 2009 - July 2012
Global Mobile Video April 2009 - April 2011
FX Solutions January 2000 - May 2009
Financial Labs, LLC July 2003 - January 2006
Dresdner Bank ZAO May 1998 - December 1999
Credit Suisse January 1996 - May 1998
Skills
Electronic Trading, FX Options, Options, Trading, Risk Management, Financial Markets, Trading Systems, Currency, Proprietary Trading, Hedging, Capital Markets, Foreign Exchange, Securities, Derivatives, Equity Trading, FX trading, Portfolio Management, Investments, Hedge Funds, Commodity, Strategy, Fixed Income, Finance, Series 7, Equities, Market Data, FX Trading
Education
Lehigh University 1975 — 1981
BA 79 MBA 81, BioChemistry, International Finance
Rent the Runway April 2013 - Present
Snipers Lacrosse August 2009 - Present
Group Commerce May 2011 - April 2013
Civitas Energy Advisors September 2009 - December 2011
Green Power Solutions, Inc. April 2009 - March 2010
Credit Suisse April 2004 - April 2009
Aetna 2003 - 2005
Aetna May 2002 - April 2004
Skills
Web Development, HTML, Start-ups, JavaScript, Software Development, Memes, C#, jQuery, Photoshop, Web Services, E-commerce, SASS, HTML 5, CSS3, Git, New Business Development, CSS, Mobile Applications, Agile Methodologies, Investments, Marketing Strategy, Email Marketing, WordPress, Visual Studio, AJAX, APIs, CRM, Ruby, SVG, ASP.NET MVC, XSLT, Helicopters, d3.js, Endorsements, Structured Finance, API, Inkscape, Residential Mortgages, Solar PV, GIMP, Sinatra, Data Visualization, Backbone.js, angularjs, MongoDB, GIF, Internet, Microsoft Word, Microsoft Excel, Webmaster
Education
Lehigh University 1998 — 2002
BS, Computer Science
North Yarmouth Academy 1994 — 1998
Merrill Lynch December 2014 - Present
Sibilla Capital September 2014 - December 2014
Lyford Group International April 2006 - December 2013
Credit Suisse May 2005 - April 2006
Cambridge Associates December 2003 - May 2005
Skills
Hedge Funds, Investments, Derivatives, Alternative Investments, Bloomberg, Fixed Income, Equities, Financial Markets, Asset Management, Portfolio Management, Investment Strategies, Asset Allocation, Fund Of Funds, Capital Markets, Bonds, Options, Equity Trading, Trading, Valuation, Risk Management
Education
Lehigh University 1999 — 2003
Bachelor of Science (BS), Finance and Marketing
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Science (BS), Finance and Marketing
Credit Suisse April 1997 - Present
Education
LIU Brooklyn 1980 — 1984
HSBC June 2013 - Present
ICS Risk Advisors June 2008 - December 2012
Natixis 2011 - 2011
Credit Suisse June 2006 - September 2007
Depository Trust & Clearing Corporation (DTCC) February 2001 - June 2006
International Tax Services January 2001 - January 2004
Deutsche Bank (formerly Bankers Trust) September 1997 - January 2001
Oppenheimer Capital 1994 - 1997
Skills
Project Management, Operational Risk, Management, FCPA, KYC, USA PATRIOT Act, Regulatory Risk, Auditing, Basel II, AML, OFAC, MS Project, Enterprise Risk..., COSO, GAAS, Operational Risk..., Product Management, MS Office Suite, Compliance, Internal Audit, Regulations, Capital Markets, Bank Secrecy Act, Risk Management, Financial Services, Financial Risk, Securities, Finance, Banking, Financial Institutions, Fraud, Financial Regulation, Analysis, Corporate Governance, Credit Risk, Internal Controls, Investments, Executive Management, Hedge Funds, Investment Banking, Anti Money Laundering, Policy
Education
Temple University 2004 — 2006
Certificate in Event leadership, Event Leadership
Saint Peter's College 1999 — 2001
MBA, International Business
Lincoln University
B.S, Business Administration
TE Connectivity 2013 - Present
Citi 2012 - 2013
TIAA-CREF 2007 - 2012
Credit Suisse 2007 - 2007
Fidelity Investments 2000 - 2007
Urell, Inc. 1996 - 2000
Skills
Analytics, Marketing Strategy, Product Development, Customer Experience, Digital Strategy, Financial Services, Program Management, Management, E-commerce, Direct Marketing, Vendor Management, Social Media, Segmentation, Strategy, Digital Marketing, Email Marketing, Relationship Management, Product Management, Change Management, Marketing, Integrated Marketing, Competitive Analysis, CRM, P&L Management, Leadership, Cross-functional Team..., Process Improvement, Mobile Applications, Mobile Marketing, Vendor Relations, Business Analysis, Business Strategy, Enterprise Software
Education
Northeastern University
MBA
Lehigh University
BS
Phillips Exeter Academy
Abbott Capital Management, LLC January 2015 - Present
Neuberger Berman November 2011 - December 2014
Aviva Investors North America September 2009 - January 2011
Credit Suisse April 2007 - February 2009
Credit Suisse September 2006 - April 2007
Credit Suisse 2005 - 2006
Credit Suisse Asset Management 2004 - 2005
NYLIM Retirement Plan Services 2003 - 2004
NYLIM 2001 - 2003
Skills
Consultant Relations, Alternative Investments, Institutional Investors, Consultants, Institutional..., Hedge Funds, Investment Strategies, Asset Management, Mutual Funds, Private Equity, Financial Services, Equities, Investor Relations, Due Diligence, Asset Allocation, Investment Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance
Hamilton College 1997 — 2001
Bachelor of Arts (BA), English and Mathematics
Libera Università di Lingue e Comunicazione IULM 2000 — 2000
Garden City High School 1993 — 1997
Barclays January 2015 - Present
Credit Suisse June 2013 - December 2014
Boies, Schiller & Flexner LLP August 2010 - June 2013
Skills
Legal Writing, Courts, Legal Research, Microsoft Office, Research, Microsoft Excel, Litigation, Westlaw, PowerPoint
Education
Lehigh University 2006 — 2010
BA, Psychology and Political Science
IES Abroad Paris French Studies Center 2009 — 2009
King & Low-Heywood Thomas 2003 — 2006
Alvarez & Marsal May 2013 - Present
Momentum Worldwide September 2012 - March 2013
MetLife April 2009 - September 2012
Credit Suisse August 2008 - January 2009
Lehman Brothers, Inc. January 2006 - March 2008
Lehman Brothers, Inc. February 2005 - December 2005
Lehman Brothers, Inc. November 2003 - January 2005
Yablon Shoes, Inc. March 2001 - November 2003
Skills
Onboarding, Relationship Management, Training, Performance Improvement, Talent Management, Performance Management, Succession Planning, Human Resources, Applicant Tracking..., Recruiting, Employee Engagement, Organizational..., PeopleSoft, HRIS, Leadership Development, Change Management, Personnel Management, Employee Training, Management, Negotiation, Leadership
Education
The New School 2005 — 2008
Masters of Science, Human Resources Management
LIU Brooklyn 1997 — 2002
Bachelors of Arts, Communications: Journalism
The Atlantic Club September 2013 - Present
Thomson Reuters June 2010 - May 2012
Bloomberg November 2007 - June 2010
PricewaterhouseCoopers LLP November 2005 - November 2007
Credit Suisse August 2004 - November 2005
Skills
Succession Planning, Onboarding, Deferred Compensation, Employee Relations, New Hire Orientations, Talent Management, Organizational Design, Human Resources, Performance Management, Leadership, Change Management, Organizational..., Employee Benefits, Personnel Management, Recruiting, Employee Engagement, Strategy, Interviews, Management
Education
Lehigh University 2000 — 2004
Bachelors
Credit Suisse January 2014 - Present
Film Actor November 1994 - Present
Right C3, LLC September 2013 - January 2014
Brookwood Camps June 2012 - August 2012
Discovery Channel October 2010 - April 2012
Soul of Dawn Performance Arts Troupe August 2010 - April 2012
Long Island University May 2009 - May 2010
Jumpstart October 2007 - June 2009
Long Island University August 2007 - May 2009
Skills
Acting, Screenwriting, Voice Over, Early Childhood..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Social Networking, Stage Combat
Education
Long Island University, Brooklyn Campus 2005 — 2010
Bachelor of Arts (BA), Theater and Communications
Albertus Magnus High School 2001 — 2005
High School Diploma
IMG November 2014 - Present
ANN INC. (Ann Taylor LOFT) February 2013 - November 2014
Credit Suisse December 2012 - February 2013
J.Crew August 2012 - December 2012
Skills
Social Media Marketing, Recruiting, Event Planning, Social Media, Leadership, Customer Service, Marketing Communications, Marketing, Public Relations, College Recruiting, Team Leadership, Event Management, Advertising, Public Speaking, Organizational..., Integrated Marketing, Corporate Communications
Education
Liberty University 2008 — 2012
Bachelor of Science (B.S, Business Marketing
ConceptONE, LLC March 2015 - Present
US Bank Fund Services 2012 - Present
AIS Fund Administration 2001 - 2012
Credit Suisse 1998 - 2001
Salomon Brothers 1987 - 1998
Deist Sefor 1982 - 1987
Various Companies 1980 - 1981
Israel Defense Forces 1978 - 1980
Skills
Hedge Funds, Prime Brokerage, Alternative Investments, Fixed Income, Capital Markets, Equities, Derivatives, Fund Administration, Bloomberg, Financial Analysis, Investment Banking, Trading Systems, Portfolio Management, Financial Markets, FX Options, Private Equity, Real Estate, Entrepreneurship, Leadership, Business Turnaround, Governance, IT Infrastructure and..., Finance, Corporate Governance
Education
Technion - Israel Institute of Technology 1976 — 1978
Bsc, Applied Mathematics
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1972 — 1975
Bachelor of Science (BS), Geophysics
Amundi Smith Breeden May 2014 - Present
Credit Suisse June 2012 - May 2014
Credit Suisse May 2010 - May 2012
Thrivent Financial for Lutherans June 2006 - June 2010
Education
Lenoir-Rhyne University 2002 — 2006
Bachelor of Arts, Finance
UBS February 2014 - Present
Lazard Capital Markets July 2009 - December 2013
Credit Suisse April 2007 - July 2009
Connelley Sheehan Harris September 2006 - April 2007
Holland & Knight LLP June 2005 - June 2006
Hoz's Beer & Wine Store November 2004 - May 2005
Skills
Series 7, Equities, Investments, Series 63, Equity Research, Finance, Analysis, Hedge Funds, Capital Markets, Bloomberg, Valuation, Asset Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Economics, Finance, Econometrics & Statistics
Middlebury College 2006 — 2006
Summer Language Institute, Arabic Language and Literature
The University of Chicago 2005 — 2005
Undergraduate Summer Session, Arabic Language and Literature
Lewis and Clark College 2000 — 2004
B.A., Religious Studies
Mount Vernon High School, Mount Vernon, IA 1996 — 2000
Société Générale April 2010 - August 2015
Credit Suisse March 2008 - March 2010
JPMorgan Chase & Co. February 1990 - March 2008
Skills
Fundraising, Pension Funds, Energy Derivatives, Hedge Funds, Fixed Income, Interest Rate..., Trading, Structured Finance, Financial Structuring, Capital Raising, Financial Markets, Options, Latin America, Investment Banking
Education
Lehigh University 1988 — 1992
BS, Finance, General
Michael Page April 2015 - Present
ICM Partners March 2014 - March 2015
The Carlyle Group June 2013 - October 2013
Credit Suisse July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Lehigh University - College of Business and Economics 2008 — 2012
Paperless Post June 2014 - Present
Credit Suisse 2011 - 2014
Intelligent Capital Network 2008 - 2011
Skills
Talent Acquisition, Sourcing, Recruiting, Applicant Tracking..., Interviews, Technical Recruiting, Human Resources, Screening, Onboarding, College Recruiting, Strategy, Benefits Negotiation, Information Technology, Internet Recruiting, Hiring, Executive Search, Full-cycle Recruiting, Temporary Placement, RPO, Screening Resumes, Contract Recruitment, Networking, Staffing Services
Education
Lehigh University 2004 — 2008
B.A., English, Political Science
Standing Stone, Inc. February 2011 - Present
ZapDVDs September 2008 - December 2010
Och-Ziff Capital Management August 2007 - August 2008
American Capital November 2006 - August 2007
Credit Suisse November 2004 - November 2006
Andor Capital Management May 2003 - October 2004
NYMEX March 2002 - May 2003
BMG Columbia House August 1999 - December 2001
Instinet Corporation June 1996 - October 1998
NASDAQ October 1993 - June 1996
Skills
Quality Assurance, Software Quality..., Business Analysis, QTP, MS Project, Visio, Quality Center, Product Management, SDLC, SharePoint, Microsoft SQL Server, Project Management, Healthcare Information..., Agile Methodologies, Test Management, Healthcare, Change Management
Education
The University of Connecticut School of Business 1994 — 1998
MBA, Management Of Technology
Lehigh University 1987 — 1991
BS, Electrical Engineering
Jonathan Law
Jonathan Law
Triangle Professional Search October 2006 - Present
Credit Suisse 2007 - 2007
Accounting Solutions May 1999 - October 2006
Corestaff May 1996 - May 1999
Woodcreek Apartments January 1993 - May 1996
Skills
Personnel Recruiting, Temporary Staffing, Contract Recruitment, Interviewing, Relocations, Candidate Screening, Candidate Selection, Candidates Searching, Job Descriptions, Interviews, Screening Resumes, Applicant Tracking..., Recruiting, Personnel Selection, Relocation, Temporary Placement, Career Counseling, Budgets, Hiring, Talent Management, Payroll, Management, Organizational..., Training, Customer Service, Sales, Business Development, Employee Benefits, Talent Acquisition, Technical Recruiting, Internet Recruiting, Leadership, Permanent Placement, Employee Relations, Succession Planning, Consulting, Onboarding, PeopleSoft, College Recruiting, Workforce Planning, Sourcing, Personnel Management, Screening, Networking, Employee Engagement, Staffing Services, HR Policies, Executive Search, Career Development, Resume Writing
Education
North Carolina State University 1993 — 1996
BA, Communications
Liberty University 1990 — 1991
General Studies
Athens Drive High School 1988 — 1990
BlackRock June 2015 - Present
UC Berkeley May 2015 - Present
Opendoor June 2014 - March 2015
Quiverity Research Systems Inc. February 2013 - June 2014
Altos Research October 2010 - February 2013
Something Modern Logic ltd (acquired by Altos Research) 2006 - May 2011
Credit Suisse September 2008 - August 2009
JPMorgan August 2007 - September 2008
EdF Trading September 2004 - August 2007
University College London, The Bartlett October 2005 - April 2006
Skills
Analytics, Machine Learning, Statistical Modeling, Statistical Learning, Pattern Recognition, Classification, Text Classification, Regression, Clustering, Information Retrieval, Information Extraction, Data Mining, Text Mining, Natural Language..., Vowpal Wabbit, Ruby, Java, C, VBA, MySQL, Real Estate, Quant, Quantitative Finance, Quantitative Analysis, Options Pricing, Backtesting, Trading, Trading Strategies, Electronic Trading, Derivatives, Exotic Derivatives, Cooking, Options, Quantitative Analytics, Distributed Systems, Computer Science, Algorithms, Big Data, Time Series Analysis, Programming, Scalability, Hadoop
Education
London Business School 2006 — 2008
MiF
University College London, U. of London 2004 — 2005
PhD (dropped out)
Northwestern University 1996 — 2000
BEng
Cooking and Hospitality Institute of Chicago
AASc
Globe Tax Services, Inc. May 2014 - Present
AllianceBernstein September 2013 - March 2014
Value Line October 2011 - June 2013
JPMorgan Chase July 2010 - March 2011
Barnes & Noble March 2008 - January 2010
Credit Suisse July 2005 - July 2007
I/B/E/S (Institutional Brokers Estimate System) then Thomson Financial February 2000 - June 2005
Davidoff of Geneva February 2000 - January 2001
Davidoff of Geneva January 1999 - January 2000
The Leading Hotels of the World January 1997 - December 1998
Skills
Web Services, C#, ASP.NET, XML, .NET, Microsoft SQL Server, T-SQL, ASP.NET MVC, ADO.NET, WCF, TFS, VB.NET, AJAX, Scrum, SOA, JavaScript, Excel VSTO, SSIS, XSLT, ASP, VB6, VBA, Visual Basic, SQL
Education
Scientific Research Institute of System Analysis (Russian Academy of Sciences)
Doctor of Philosophy (Ph.D.), Engineering
Lomonosov Moscow State University (MSU)
Master of Science (MS), Mathematics
Credit Suisse April 2014 - Present
Credit Suisse April 2015 - September 2015
Credit Suisse January 2014 - April 2014
The ExecuSearch Group August 2012 - December 2013
Rebecca Minkoff May 2011 - September 2011
Skills
Recruiting, Human Resources, Microsoft Excel, Leadership, Talent Acquisition, Microsoft Office, Marketing, Interviews, Social Media, Time Management, Public Relations
Education
Lehigh University 2008 — 2012
B.A., International Relations, Economics
Hathaway Brown School 1992 — 2008
Bloomberg September 2011 - Present
Shape Magazine April 2013 - Present
Deutsche Bank March 2003 - September 2011
Credit Suisse July 1997 - March 2003
Skills
Blogging, Financial Reporting, Investment Banking, Hedge Funds, Leveraged Finance, Women Leaders, Business Development, Business Journalism, News Writing, Bloomberg Terminal, Health Journalism, Fixed Income, Bloomberg, Credit Derivatives, Commodity, Bonds, Equities, Investments, Currency, Leadership, Television, Alternative Investments, Capital Markets, Derivatives, Structured Products
Education
Lehigh University 1993 — 1997
bachelor of arts, international business
Study.com July 2012 - Present
Credit Suisse August 2009 - April 2012
Merrill Lynch February 2007 - August 2009
Skills
Data Analysis, Portfolio Management
Education
Lehigh University 2005 — 2006
MS, Analytical Finance
Lehigh University 2000 — 2004
BS, Integrated Business & Engineering
Wells Fargo Securities December 2013 - Present
Credit Suisse June 2008 - September 2012
Credit Suisse March 2001 - June 2008
Donaldson, Lufkin & Jenrette July 1997 - March 2001
Skills
Accounting, Financial Reporting, Financial Accounting, Series 7, Series 3, Series 63, Series 55, Securities Lending, Prime Brokerage
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Accounting
Credit Suisse June 2015 - Present
Environmental Entrepreneurs (E2) December 2009 - June 2013
Clean Edge, Inc. June 2008 - June 2013
Skills
Renewable Energy, Cleantech, Start-ups, Business Strategy, Research, Sustainability, Strategic Planning, Energy Efficiency, Project Management, Entrepreneurship, Energy Policy, Energy Storage, Product Development, Energy, Clean Technology, Marketing Strategy, Data Analysis, Carbon Markets, Business Development, Sustainable Energy
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Lewis and Clark College 2003 — 2007
B.A., Economics (major); Communication (minor)
London Business School February 2014 - Present
Accenture September 2012 - Present
Credit Suisse June 2015 - August 2015
32 Degrees Capital June 2014 - July 2014
Accenture August 2010 - August 2012
Skills
Management Consulting, Business Analysis, Strategic Planning, Change Management, Business Process..., Project Management, Financial Modeling, Leadership, Business Transformation, Business Development, Entrepreneurship, Business Strategy, Organizational..., Strategy, Management, Analysis, Financial Analysis, Program Management, Team Leadership, Corporate Finance, Valuation, Business Process, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, Investment Banking, Finance
Education
London Business School 2014 — 2015
Masters in Finance
The University of Calgary
BA, Economics
Grey May 2015 - Present
Lehigh University September 2014 - Present
Fusion Design Agenry August 2014 - January 2015
In The Driver's Seat August 2014 - December 2014
Credit Suisse June 2014 - August 2014
The Luminations Group December 2013 - December 2013
Provident Bank May 2013 - August 2013
Match Point Stationery June 2012 - August 2013
Advent Training & Development Inc May 2012 - June 2012
New Providence Education Foundation June 2011 - June 2012
Skills
HTML, CSS, Java, Photoshop, Illustrator, InDesign, Social Media, Microsoft Excel, PowerPoint, Visio, iWeb, Access, Training, Dreamweaver, TextWrangler
Education
Lehigh University 2012 — 2016
Marketing and Business Information Systems
Lehigh University
Titan Advisors June 2014 - Present
Credit Suisse June 2005 - June 2014
MKP Capital Management March 2002 - June 2005
Credit Suisse 1998 - March 2002
Salomon Brothers July 1990 - May 1995
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equities, Mutual Funds, Investment Banking, Asset Management, Structured Products, Bonds, Financial Markets, FX Options, Emerging Markets, Trading, Portfolio Management
Education
Leiden University 1984 — 1990
Drs, Medicine
Seaford College 1978 — 1983
O & A levels, A levels: physics, chemistry and biology
Credit Suisse 2014 - Present
Credit Suisse 2011 - 2013
Seven Hills Partners 2006 - 2009
Raymond James & Associates 2004 - 2006
Skills
Mergers & Acquisitions, Leveraged Finance, Restructuring, Investment Banking, Financial Modeling, Growth Capital
Education
London Business School 2009 — 2011
MBA
New York University - Leonard N. Stern School of Business
University of Pittsburgh 2000 — 2004
BS summa cum laude, Finance, Economics, Global Studies
Semester at Sea
ALTO Real Estate Funds April 2014 - Present
New York University January 2010 - Present
Wexford Capital LLC February 2012 - December 2013
Property Resources Corporation December 2008 - February 2012
Grubb & Ellis August 2006 - September 2008
Credit Suisse August 2005 - August 2006
Merrill Lynch June 2002 - December 2004
Skills
Due Diligence, Valuation, Asset Managment, Financial Modeling, Investments, Asset Management, Real Estate, Real Estate Transactions, Real Estate Economics, Leases, Strategic Planning, Investment Properties, Financial Analysis, Commercial Real Estate, Mergers & Acquisitions, Negotiation, Venture Capital, Acquisitions, Business Planning, Finance, Private Equity, Analysis, Equities, Leadership, Management, Portfolio Management, Joint Ventures, Alternative Investments, Financial Structuring, Structured Finance, Real Estate Development
Education
Lehigh University - College of Business and Economics 1998 — 2002
BS, Finance
Credit Suisse April 2013 - Present
Education
Friends Academy
Lehigh University
BA
Credit Suisse July 2014 - Present
North Carolina Department of the Secretary of State May 2012 - January 2014
Skills
Administrative..., Data Entry, Microsoft Excel, Public Speaking, Customer Service, Choral Conducting, Expository Preaching, Praise & Worship, Event Planning
Education
Liberty University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
University of North Carolina at Pembroke 2005 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cantor Fitzgerald/ BGC Partners April 2013 - December 2013
EisnerAmper LLP November 2011 - April 2013
Lehigh University August 2010 - December 2010
PwC November 2008 - November 2010
Lehigh University January 2008 - September 2010
Credit Suisse May 2010 - July 2010
Skills
Assurance, US GAAP, GAAP, Accounting, Auditing, SEC filings, Internal Controls, Financial Reporting, External Audit, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, QuickBooks, General Ledger, Microsoft Excel, Financial Modeling, CCH ProSystem fx, Idea Generation, Bloomberg Terminal, CPA, Data Analysis, Financial Statements, Valuation, Business Valuation, Due Diligence, Finance, Private Equity, Financial Services, Financial Audits, Financial Statement..., Corporate Finance, Mergers, Hedge Funds, Revenue Recognition, Consolidation, Asset Management, Big 4, Alternative Investments, Mergers & Acquisitions
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Solomon Schechter High School 2003 — 2007
Credit Suisse July 2011 - Present
Brookwood Financial July 2008 - June 2011
Bear Stearns August 2005 - June 2008
Deutsche Bank June 1996 - August 2003
Education
Yale University - Yale School of Management 2003 — 2005
Master of Business Administration (MBA), Finance
Lehigh University - College of Business and Economics 1992 — 1996
BS, Finance
Don Bosco Prep 1988 — 1992
Northrop Grumman M5 Network Security October 2013 - November 2013
The Fountain Group June 2013 - November 2013
DHA (Cary, NC) September 2012 - June 2013
Credit Suisse March 2010 - December 2012
Fidelity Investments August 1998 - March 2010
UBS Global Asset Management 1997 - 1998
Skills
Technical Support, SharePoint, ITIL, Help Desk Support, Active Directory, Visio, Vendor Management, Disaster Recovery, Networking, Windows 7, Incident Management, IT Service Management, Business Analysis, Project Management, Windows Server, Process Improvement, Security, Software Documentation, Program Management, Troubleshooting, IT Operations, Call Center, Requirements Gathering, Lotus Notes, Windows, Change Management, System Administration, VMware, Training, Leadership, Microsoft Exchange, Hardware, Virtualization, Servers, XP, IT Management, Blackberry Enterprise..., VPN, BMC Remedy, DNS, Citrix, Software Installation, Call Centers, Operating Systems, System Deployment, TCP/IP, Service Delivery, DHCP, Cisco Technologies, IT Strategy
Education
LIU Brooklyn 1996 — 1996
Certificate, PC support and maintenance
New York Theological Seminary 1995 — 1996
Religious Certificate, Theology, Religion, Church History
College of New Rochelle 1994 — 1996
Liberal Arts, Liberal Arts, Education
Colegio Militar Caldas 1982 — 1985
Bachillerato en Tecnologia, y Orientacion Militar, Bachillerato en Tecnologia y Orientacion Militar
Sumitomo Mitsui Banking Corporation 2014 - Present
Financial Services – SMBC, Marsh, American Express, Credit Suisse, Deutsche Bank, Goldman Sachs 2003 - Present
Marsh 2013 - 2014
Realogy Holdings Corp. January 2013 - December 2013
American Express 2011 - 2012
Credit Suisse 2007 - 2010
Deutsche Bank 2006 - 2007
Goldman Sachs July 2005 - December 2005
IPG March 2004 - July 2005
Goldman Sachs 2003 - 2003
Skills
Incentive Programs, HRIS, Talent Management, Project Planning, Deferred Compensation, Job Evaluation, Executive Pay, Personnel Management, Executive Compensation, Compensation Planning, Market Pricing, Benchmarking, Equity Compensation, Change Management, Talent Acquisition, Employee Benefits, PeopleSoft, Human Resources, Employee Relations, Mergers & Acquisitions, Recruiting, Compensation & Benefit, Management, Consulting, Compensation & Benefits
Education
Long Island University, C.W. Post Campus
MBA
Pace University - Lubin School of Business
Advanced MBA courses
University in Law College
Bachelor of Arts (B.A.)
Deutsche Bank April 2007 - Present
Bank of America June 2006 - April 2007
Credit Suisse December 2002 - June 2006
CSFB 2002 - 2006
BNP Paribas April 2001 - December 2002
JP Morgan March 1993 - April 2001
Skills
Financial Analysis, Middle Office, Derivatives, Equity Derivatives, Financial Services, Fixed Income, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Capital Markets, Investment Banking, Trading Systems, Prime Brokerage, Series 63, Swaps, FX Options, Investments, Structured Products
Education
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Science, Finance
Credit Suisse November 1998 - Present
First Albany Corporation June 1994 - November 1998
ING Securities February 1993 - June 1994
BHF Securities August 1987 - February 1993
Van Kampen Merrit April 1986 - August 1987
Bradford Trust Company February 1984 - April 1986
Dean Witter Reynolds October 1982 - February 1984
Skills
Fixed Income, Trading Systems, Options, Derivatives, Trading, Securities, Equities, Back Office, Settlement, Series 7, FINRA, Sybase, Investment Banking, Prime Brokerage, Account Reconciliation, Financial Risk, Securities Lending, Series 24, ETFs, Finance, Corporate Actions, Equity Derivatives, Electronic Trading
Education
Long Island University, C.W. Post Campus 1980 — 1982
Bachelor of Arts (BA)
Barclays Capital July 2011 - Present
Credit Suisse Securities (USA) LLC September 2006 - June 2011
Credit Suisse August 2010 - October 2010
Pershing, LLC February 2001 - September 2006
Pershing LLC February 2001 - November 2002
Management Training Program July 2000 - February 2001
Nomura Securities International, Inc May 1999 - August 1999
Skills
Fixed Income, Trading, Emerging Markets, Private Banking, Bonds, Strategy, Series 7, Investments, High Yield, Credit, Capital Markets, Relationship Management, Hedge Funds, Bloomberg, Derivatives, Equities, FX Options, Series 63, Structured Products
Education
SIFMA Securities Industry Institute @ Wharton Business School 2010 — 2011
Financial Industry Studies
Lehigh University 1996 — 2000
Bachelors of Science, Finance
Credit Suisse May 2007 - Present
Education
Lehigh University 2005 — 2009
Deutsche Bank January 2015 - Present
Deutsche Bank Securities June 2010 - December 2014
Credit Suisse September 2008 - June 2010
Morgan Stanley May 2006 - February 2008
Deloitte & Touche September 2003 - April 2006
Deutsche Bank June 2002 - August 2002
Skills
CMBS, Valuation, Securitization, Structured Finance, Due Diligence, Portfolio Management, Commercial Real Estate, Investments
Education
Lehigh University - College of Business and Economics 2002 — 2003
MS
Lehigh University - College of Business and Economics 1998 — 2002
BS
University of New South Wales 2001 — 2001
Fair Lawn High School 1994 — 1998
Hittite LLC February 2015 - Present
Penso Advisors April 2010 - February 2015
Principled Capital Management April 2006 - July 2009
Credit Suisse August 2005 - March 2006
Credit Suisse July 2004 - August 2005
Skills
Asset Management, Derivatives, Bloomberg, Equities, Fixed Income, Hedge Funds, Investments, Options, Portfolio Management, Trading, Valuation, Bonds, Capital Markets, Financial Modeling, Structured Products
Education
Lehigh University 2002 — 2004
M.S, Economics; Finance and Macroeconometrics
Middlebury College 1998 — 2002
B.A. Computer Science and B.A, Economics
Robert College
Credit Suisse May 2010 - Present
Stock Building Supply 2005 - 2010
Paraxel 2004 - 2005
Thelen Reid Brown Raysman & Steiner LLP 2002 - 2004
Education
Liberty University 1998 — 2002
Morgan Stanley January 2014 - Present
Morgan Stanley July 2007 - December 2013
Credit Suisse 2003 - 2007
Island ECN 2001 - 2003
Taho Commerce Group 2000 - 2001
AIG 1998 - 2000
Sheridan Software ( Infragistics) 1995 - 1998
Cheyenne Software (Acquired by Computer Associates) 1992 - 1995
ICM Electronic Cash Management ( Acquired by Bottomline Technologies) 1991 - 1992
Skills
Software Quality..., Testing, Test Management, Test Planning, Process Improvement, Team Management, MS Project, MS Office Suite, Software Project..., Offshore Resource..., Remote Team Management, Quality Assurance, Quality Center, SDLC, Microsoft Office, Certified Scrum Master...
Education
SUNY Old Westbury 1988 — 1991
LIU Post 1986 — 1988
Credit Suisse July 2009 - Present
Credit Suisse Asset Management June 2008 - September 2008
Dyer and Blair Investment Bank April 2007 - August 2007
Alliance Bernstein April 2005 - May 2007
Fisher Investments, Inc. September 2002 - May 2004
Fisher Investments, Inc. January 2001 - September 2002
Skills
Economics, Portfolio Management, Commodities, Equities, Research, Client Service, Derivatives, Currency, Bloomberg, Investment Banking, Asset Management, Commodity, Trading, Mutual Funds, Asset Allocation, Analysis, Investments
Education
London Business School 2007 — 2009
MBA, Business
IESE Business School - University of Navarra 2009 — 2009
International Exchange (MBA)
University of California, Santa Barbara 1997 — 2001
Bachelors of Arts, 1: Business/ Economics, 2: Communication
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic Financial Group Limited November 2013 - Present
Credit Suisse November 2008 - October 2013
Lehman Brothers January 2008 - October 2008
U.S. Department of State September 2005 - December 2005
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
M.Sc., European Political Economy
Lomonosov Moscow State University (MSU) 2006 — 2006
Georgetown University - School of Foreign Service 2003 — 2005
B.Sc., International Political Economy
State Street Bank August 2013 - Present
Credit Suisse June 2003 - July 2013
Education
Lehigh University 1999 — 2003
Lehigh University - College of Business and Economics 1999 — 2003
BS
Credit Suisse VP - StaffingCitigroup Corporate & Investment Bank2004 - Present
Citigroup 1998 - 2006
Education
LIU Post 1994 — 1996
Credit Suisse Managing Director, Mortgage TradingCredit Suisse2003 - Present
Credit Suisse First Boston (formerly DLJ) 2003 - Present
Credit Suisse First Boston 2002 - Present
Skills
Trading, Structured Products, Securitization, Mortgage Lending
Education
Lehigh University 1998 — 2002
Lehigh University - College of Business and Economics 1998 — 2002
BS, Finance
Credit Suisse December 2000 - Present
Education
Lehigh University 1984 — 1988
credit suisse managing directorCredit Suisse First Boston1997 - Present
Education
Lehigh University 1973 — 1977
Credit Suisse April 2010 - Present
Capgemini May 2008 - April 2010
Citigroup Private Bank June 2001 - May 2008
Citigroup Private Bank 1999 - 2001
Citigroup Private Bank 1998 - 1999
Skills
Fluent in Portuguese..., Strategy, IT Strategy, Management Consulting, Business Strategy, Portuguese, Portfolio Management, Program Management, Wealth Management, Investments, Asset Management, Spanish, English, Investment Banking, Business Analysis, Business Process..., Trading Systems, Business Transformation
Education
Lehigh University 1996 — 1998
MBA, Finance
Lehigh University 1992 — 1996
B.S., Industrial Engineering
Merrill Lynch May 2014 - Present
Credit Suisse August 2011 - May 2014
Interactive Brokers September 2009 - August 2011
Bear Stearns & J.P. Morgan April 2006 - January 2009
Citigroup 2004 - 2006
UBS 2002 - 2004
IBM T.J. Watson Research Center 2000 - 2002
Skills
Trading Systems, Electronic Trading, Options, Equities, Proprietary Trading, Market Making, Statistical Arbitrage, High Frequency Trading, Interest Rate..., Derivatives, Trading, Trading System, Volatility, Trading Strategies, Series 7, Quantitative Finance, Quantitative Investing, Bloomberg, Best Execution, Transaction Cost..., Data Science, Big Data, Large-scale Data..., Real-time Data, Data Analysis, Data Modeling
Education
Ohio University 1993 — 1999
Ph.D, Mathematics
Lomonosov Moscow State University (MSU) 1987 — 1993
M.S., Mathematics
English Language P.S. 7, Moscow, Russia
Affinion Group January 2006 - Present
Credit Suisse June 1996 - July 2002
Deutsche Bank July 1996 - July 1998
UBS July 1992 - August 1996
Wang Labs 1988 - 1992
Skills
Data Center, Servers
Education
Lehigh University 1976 — 1981
Bachelor's Degree, Compurer Sceince
New York Psychotherapy and Counseling Center July 2013 - Present
Private Practice January 2006 - Present
New Beginnings Community Counseling Center May 2005 - July 2013
Credit Suisse January 1993 - October 2002
Skills
Psychology, Program Development, Nonprofits, Mental Health Counseling, Group Therapy, Adolescents, Community Outreach, Crisis Intervention, Family Therapy, Mental Health, Psychotherapy, CBT, Counseling Psychology, Social Services, Behavioral Health
Education
Nyack College / Alliance Graduate School of Counseling 2002 — 2005
Master of Art, Counseling
Nyack College / Alliance Theological Seminary 2001 — 2005
Master of Professional Studies, Urban Ministry
LIU Brooklyn 1997 — 2000
Bachelor of Arts, Psychology
MIAC Analytics January 2009 - Present
Credit Suisse July 2003 - December 2008
Skills
Capital Markets, Fixed Income, Valuation, Securitization, MBS, Finance, Bloomberg, Microsoft Excel, Financial Analysis, Structured Finance
Education
Lehigh University 1998 — 2002
Bachelor of Science (B.S.), Finance
Pride Technologies (Consultant at Morgan Stanley) May 2012 - Present
Credit Suisse 2000 - May 2011
Donaldson, Lufkin & Jenrette September 1997 - 2000
AT&T January 1992 - August 1997
Andersen Consulting September 1990 - January 1992
Skills
Testing, IT Strategy, Business Analysis, Vendor Management, Coaching, Investment Banking, Software Project..., Derivatives, Unix, Trading Systems, Program Management, Strategy, SDLC, CRM
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance/Statistics
Lehigh University 1986 — 1990
BS, Electrical Engineering
Hess Corporation June 2009 - Present
Butler Capital Corporation January 2008 - March 2009
Credit Suisse July 1999 - November 2007
Warburg Pincus October 1994 - July 1999
Cardio Fitness Corporation March 1983 - October 1994
Education
LIU Brooklyn 1986 — 1991
MBA, Accounting
Pace University - Lubin School of Business 1976 — 1981
BBA, Marketing
Aquinas High School 1972 — 1976
Headlands Asset Management January 2010 - Present
Topdot Mortgage February 2009 - December 2009
Topdot Mortgage December 2007 - February 2009
Bear Stearns / EMC Mortgage Corp. May 2006 - November 2007
Sterling National Mortgage September 2004 - May 2006
Sterling National Bank June 2003 - September 2004
Credit Suisse July 1997 - May 2003
Skills
Mortgage Lending, Loans, Portfolio Management, Mortgage Banking, Loan Servicing, Residential Mortgages, Refinance, FHA, Loss Mitigation, Mortgage Servicing, Credit, Loan Origination, Mortgage Underwriting, Securitization, Underwriting, Real Estate Financing, Credit Analysis, Real Estate Economics, Loan Modifications, Financial Structuring
Education
Lehigh University - College of Business and Economics 1993 — 1997
Chaminade 1989 — 1993
Credit Suisse November 2003 - Present
Education
Lehigh University 1999 — 2003
BS in Business and Economics, Finance, Economics
Lehigh University - College of Business and Economics 1999 — 2003
Jet Capital Management March 2011 - Present
Gleacher Partners February 2009 - February 2011
Credit Suisse September 2006 - December 2008
UBS Investment Bank July 2005 - August 2006
Skills
Hedge Funds, Event Driven, Financial Modeling, Equities, Mergers & Acquisitions, Investments, Fixed Income, LBO, DCF, Trading, Investment Banking, Capital Markets, Divestitures, Valuation, Bloomberg, Analysis
Education
Lehigh University 2004 — 2005
Master of Science, Statistics
Lehigh University 2000 — 2004
Bachelor of Science, Integrated Business and Engineering Honors Program
StormHarbour Securities January 2010 - April 2012
Revolution Asset Advisors February 2008 - August 2009
Nomura Credit & Capital, Inc. April 2004 - April 2007
Credit Suisse December 1999 - January 2004
Society Generale February 1998 - October 1999
SmithBarney January 1995 - November 1997
Kidder Peabody March 1986 - January 1995
Skills
Loans, Risk Management, Trading, Securitization, Mortgage Lending, Securities, Due Diligence, Capital Markets, Fixed Income, Structured Finance, Structured Products, Financial Structuring, Hedge Funds, ABS, MBS
Education
Lehigh University - College of Business and Economics 1978 — 1982
BS, Management & Finance
RBC wealth Management October 2007 - Present
Credit Suisse March 2007 - October 2007
UBS Investment Bank September 2005 - March 2007
Education
Lehigh University - College of Business and Economics 2001 — 2005
Université Paris-Sorbonne 2004 — 2004
General
Credit Suisse May 1999 - Present
Education
Lehigh University 1988 — 1993
BS in Management and BA in International Relations
Credit Suisse September 2004 - July 2008
KPMG 1994 - 2003
Education
Lehigh University 1990 — 1994
Scotia Bank (USA) Inc April 2015 - Present
Softek June 2011 - Present
Broadridge Financial Solutions April 2014 - June 2014
Deutsche Bank November 1996 - November 2010
Credit Suisse 2005 - 2006
Morgan Stanley June 1986 - November 1996
Skills
Margin/Cross Product..., Prime Brokerage, Portfolio Margin, Risk Assessment, Project Management, Securities Regulation, Operations Management, Client Service, Hedge Funds, Securities, Portfolio Management, Financial Services, Fixed Income, Financial Risk, Trading Systems, Options, Alternative Investments, Derivatives, Back Office, Capital Markets, Equities, Series 7, Settlement, Investment Banking, Electronic Trading, Trading, Corporate Actions, Bloomberg, Middle Office, Bonds, Series 63
Education
LIU Post
BFA, Education
MUFG Union Bank February 2014 - Present
BlueVirgo Capital Management LLC 2013 - 2013
Private 2009 - 2013
Deutsche Bank 2005 - 2009
JPMorgan 1999 - 2005
Credit Suisse 1998 - 1999
Union Bank of Switzerland 1994 - 1998
PwC 1991 - 1994
Skills
Corporate Finance, Mergers, Portfolio Management, Due Diligence, Credit, Banking, Investment Banking, Structured Finance, Risk Management, ABS, Securitization, Capital Markets, Structuring, Private Equity, Hedge Funds, Mergers & Acquisitions, Finance, Financial Structuring
Education
Lehigh University - College of Business and Economics
MBA
University of Delaware
BS, Accounting
Credit Suisse August 2005 - Present
Morgan Stanley 2003 - 2005
Accenture February 2000 - May 2002
Education
New York University 1997 — 1999
Information Technology
LIU Post 1992 — 1997
B.S., Mathmatics/Physics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Harris myCFO January 2009 - July 2012
Bloomberg June 2007 - December 2008
Artisan Partners June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Capital Markets, Asset Managment, Investments, Alternative Investments, Financial Analysis, Hedge Funds, Securities, Financial Markets, Wealth Management, Corporate Finance, Finance, Asset Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Management
Lehigh University 2003 — 2007
BS, Finance
Citi 2014 - Present
Citi 2011 - 2014
Citi 2004 - 2011
Deutsche Bank 2003 - 2004
Ajilon 2001 - 2003
HSBC 2001 - 2001
Credit Suisse 2000 - 2001
Credit Suisse 2000 - 2001
Merrill Corporation / Executech, Inc. 1998 - 2000
NextFrame FX (Startup) 1997 - 1998
Skills
Fixed Income, Hedge Funds, Software Project..., Start-ups, Business Analysis, Dashboard Metrics, Metrics Reporting, Visual Analytics, Data Mining and Analysis, Microsoft Excel, Data Analysis, Process Improvement, Business Process..., Business Intelligence, Vendor Management, Document Management, QA Testing, Technical Documentation..., End-user manuals, Document Review, Litigation Support, PowerPoint, Consulting, Legal Research Skills, Regulatory Documentation, Training, Process Flow..., Quality Assurance, Software Documentation, Financial Services, Management, Project Coordination, SDLC, Project Portfolio..., Portfolio Management, PMO, ServiceNow, Risk Management, Investment Banking, Private Equity, Financial Modeling
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1986 — 1995
Masters, Physics
Kolmogorov Boarding School / Internat #18 at Lomonosov Moscow State University, Physics Department 1984 — 1986
High School Diploma, AP Physics, Mathematics, Computer Science
Credit Suisse May 2009 - Present
The Bank of New York Mellon December 2007 - May 2009
BNY Mellon December 2007 - May 2009
Citigroup 2005 - 2008
Morgan Stanley 1999 - 2005
Deustche Bank 1998 - 1999
Deutsche Bank 1998 - 1999
Bankers Trust 1983 - 1998
Skills
Financial Risk, Capital Markets, Banking, Business Intelligence, Internal Controls, Forecasting, Basel II, Program Management
Education
Lehigh University 1971 — 1975
BS, Accounting
Credit Suisse 2011 - Present
Credit Suisse 2002 - 2011
UBS Investment Bank 1993 - 2002
Skills
Project Management, Data Management, Operations Management, Business Process..., Data Analysis, Team Management, Strategy, Large Systems..., Governance, Best Practices, Global Delivery
Education
Long Island University, Brooklyn Campus
BS, Finance
Credit Suisse October 2014 - Present
Morgan Stanley 2005 - September 2014
Almonde 2002 - 2003
Buckaroo 2000 - 2001
Infinity (A Sungard Company) 1996 - 2000
Bank of America 1991 - 1996
Manufacturers Hanover Trust 1986 - 1988
Skills
Credit Risk, Basel II, Corporate Finance, Risk Management, Financial Analysis, Collateral Management, Electronic Trading, Trading Systems, Capital Markets, Liquidity Risk, Product Management, Securities, Interest Rate..., Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
Master of Business Administration (MBA)
Lehigh University 1982 — 1986
Bachelor of Arts (BA), Economics
Graded, Sao Paulo, Brazil 1978 — 1982
Deutsche Bank May 2008 - Present
Credit Suisse 2005 - 2008
PwC 1998 - 2005
Skills
Accounting Policy, Valuation, Technical Accounting, International Accounting, Financial Institutions, Financial Instruments, Derivatives, Fair Value, Hedge Accounting, Securitization, Securities, Investment Banking, Banking, Financial Accounting, IAS, FASB, IASB, FAS 157, IAS 39, fair value measurement, CPA, IFRS, Accounting, Financial Reporting, US GAAP, SEC filings, Financial Services
Education
Lehigh University 1994 — 1998
B.S., Accounting
Walt Whitman High School
Lazard Asset Management October 2000 - Present
Credit Suisse October 1996 - September 2000
Education
Long Island University, C.W. Post Campus 1994 — 1996
BS, Accounting
Suffolk County Community College 1992 — 1994
AS, Accounting
RBC Capital Markets December 2013 - Present
RBC Capital Markets March 2013 - Present
Credit Suisse July 2010 - February 2013
Expedition Capital Partners June 2009 - August 2009
Deloitte & Touche LLP 2006 - 2008
Deloitte & Touche LLP 2004 - 2006
Education
University of Chicago Booth School of Business 2008 — 2010
MBA
Lehigh University 2000 — 2004
B.S.
Shaker Heights High School
Shaker Heights High School
Summit Lockers Inc. January 2011 - Present
Credit Suisse 2009 - Present
Netik 2002 - 2009
Leeward Consulting, LLC 1995 - 2002
Exxon Research and Engineering June 1981 - September 1995
Skills
SDLC, Data Warehousing, Business Analysis, PMO, Project Portfolio..., Software Development, Requirements Analysis, Consulting, IT Strategy, Databases, Quality Assurance, Agile Methodologies, CRM, PMP, Project Management, Microsoft SQL Server, Software Project..., Requirements Gathering, Business Intelligence, Analysis, .NET, SQL, Enterprise Architecture, Integration, Management, Scrum, Vendor Management, Web Services
Education
Villanova University 2009 — 2010
Masters, Project Management
Lehigh University 1988 — 1993
MS, Management Science
Rutgers University-New Brunswick 1978 — 1981
BA, Chemistry
Credit Suisse January 2009 - Present
Skills
Investment Banking, Bloomberg, Capital Markets, Private Equity, Valuation, Wealth Management, Investments, Equities, Alternative Investments, Hedge Funds, Asset Management, Derivatives, Financial Modeling, Fixed Income, Private Banking, Portfolio Management
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
Lehigh University - College of Business and Economics 1978 — 1982
Finance
TIAA-CREF June 2011 - March 2012
Double Rock Corporation 2007 - June 2011
Credit Suisse July 2002 - April 2007
Dreyfus December 1996 - March 2002
First Boston Corp / Credit Suisse First Boston January 1989 - December 1996
Salomon Brothers 1985 - 1987
Skills
Equities, SDLC, Fixed Income, Business Analysis, Back Office, Securities, DB2, Options, PMP, Requirements Analysis, Investment Banking, Risk Management, Project Management
Education
LIU Post
BA
Pace University - Lubin School of Business
MBA, Management Information Systems and Services
Legal & General Investment Management America August 2015 - Present
University of Virginia Darden School of Business August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Bank of America Merrill Lynch 2010 - 2013
J.P. Morgan May 2009 - August 2009
WestLB June 2008 - August 2009
PricewaterhouseCoopers LLP June 2008 - July 2008
The James Hotel May 2007 - August 2007
Skills
Capital Markets, Investment Banking, Due Diligence, Analysis, Investments
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (BS), Finance
Bloomberg LP January 2015 - Present
Royal Bank of Scotland January 2011 - Present
Credit Suisse March 2005 - December 2010
Skills
Series 7, Fixed Income, Equities, Derivatives, Equity Derivatives, Hedge Funds, Trading Systems, Securities, Trading, Mutual Funds
Education
Long Island University, Brooklyn Campus 1994 — 1997
Master of Business Administration (MBA), Finance, General
Marist College 1987 — 1990
BS, Business--Marketing
University of Liechtenstein September 2015 - Present
Ramkhamhaeng University, Institute of International Studies January 2012 - Present
University of Liechtenstein May 2015 - August 2015
University of Liechtenstein October 2010 - April 2015
University of Innsbruck March 2012 - February 2014
University of Innsbruck October 2010 - March 2012
University of Innsbruck July 2009 - September 2010
Porsche Automobil Holding SE November 2008 - December 2009
Credit Suisse February 2008 - September 2008
Skills
Statistik, Derivate, Matlab, Wirtschaftswissenschafte..., LaTeX, R, Risikomanagement, Forschung, Datenanalyse, Microsoft Office, Finanzwirtschaft, Finanzmodelle, Finanzmärkte, Zeitreihenanalyse
Education
University of Innsbruck 2009 — 2015
Doctor of Philosophy (PhD), Economics
University of Innsbruck 2003 — 2007
Mag. rer. soc. oec., Business Administration
University of Innsbruck 2001 — 2007
Dipl.-Ing., Technical Mathematics
Universidad de Cantabria 2005 — 2006
Erasmus, Mathematics & Business
The CIM Group August 2014 - Present
Credit Suisse May 2013 - July 2014
CIT May 2010 - May 2013
Catterton Partners October 2007 - April 2010
SAC Capital May 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Hedge Funds, Financial Analysis, Corporate Finance, Investments, Fixed Income, Capital Markets, Due Diligence, Equity Research, Equities, Portfolio Management, Derivatives, Venture Capital, Alternative Investments, Asset Managment, Leveraged Finance, Equity Valuation, LBO, Mergers & Acquisitions, Finance, Financial Structuring, DCF, Financial Markets, Structured Finance, Trading, Asset Management
Education
Lehigh University 2003 — 2007
B.S., Finance
Greenwich High School
SNL Financial October 2013 - Present
SNL Financial September 2011 - October 2013
SNL Financial March 2010 - October 2011
SNL Financial April 2009 - March 2010
Credit Suisse 2009 - 2009
Skills
Salesforce.com, Analytics, Account Management, Competitive Analysis, Business Development, New Business Development, Data Analysis, Insurance, Financial Analysis, Forecasting, Analysis, Risk Management, CRM, Sales, Finance, Management
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
West Morris Mendham High School 2000 — 2004
Credit Suisse November 2009 - Present
Wachovia, A Wells Fargo Company April 2002 - October 2009
Wachovia, A Wells Fargo Company December 1999 - March 2002
Wachovia, A Wells Fargo Company 1992 - 1999
Wachovia, A Wells Fargo Company 1990 - 1992
Wachovia, A Wells Fargo Company 1986 - 1989
Wachovia, A Wells Fargo Company 1983 - 1985
Wachovia, A Wells Fargo Company 1980 - 1982
Skills
CICS
Education
Lenoir-Rhyne University 1976 — 1980
BS, Math/Physics, cum laude
Citi February 2014 - Present
Citi January 2012 - January 2014
Citi September 2010 - December 2011
Citigroup April 2009 - September 2010
Citigroup April 2004 - March 2009
Credit Suisse 2003 - 2004
Bank of Tokyo-Mitsubishi 2001 - 2002
Prudential Securities 1999 - 2001
Soloman Smith Barney 1998 - 1999
Prudential Securities 1992 - 1998
Skills
Market Risk, Risk Management, Fixed Income, Banking, Hedge Funds, Credit Risk, Credit, Financial Risk, Capital Markets, Portfolio Management, Enterprise Risk..., Equities
Education
Long Island University, C.W. Post Campus 1990 — 1991
MBA, Finance
Rowan University 1985 — 1987
BS
Bloomberg LP May 2015 - Present
Union County College October 2014 - May 2015
Berkeley College February 2014 - May 2015
Eastern International College April 2014 - August 2014
New York Academy of Medicine October 2012 - April 2013
Rutgers Cancer Institute of New Jersey October 2012 - April 2013
CREDIT SUISSE April 2012 - February 2013
STCP Consulting, Engineering and Management February 2003 - April 2007
SEDU/UNDP February 2001 - February 2003
Skills
Online Research, Digital Preservation, Records Management, Microsoft Office, Databases, Capital IQ, Research, Microsoft Excel, Teaching, Strategic Planning, Knowledge Management, PubMed, Medline, Factiva, Bloomberg, Library Science, Editing, Technical Writing, Cataloging, Information Literacy, Libraries
Education
Long Island University, C.W. Post Campus 2011 — 2013
Master, Library and Information Science
Seton Hall University 2007 — 2009
ESL- English as Second Language
FEDERAL UNIVERSITY OF PARANA 1998 — 2003
Bachelor of Science, Major in Library Science
FEDERAL UNIVERSITY OF PARANA 1998 — 2001
Bachelor of Science, Information Science
SOS Security LLC April 2010 - Present
Credit Suisse January 2009 - March 2010
Credit Suisse June 2007 - January 2009
Credit Suisse June 2004 - May 2007
SOS Security LLC October 1999 - September 2004
Skills
Security, Management, Risk Management, Vulnerability Assessment, Fixed Income, Finance, Executive Protection, Alternative Investments, Telecommunications, Private Investigations, Sales, Strategic Planning, Contract Negotiation, TSCM, Business Intelligence, Investments, Business Development
Education
Lehigh University 2000 — 2004
B.S., Business and Economics, double major in Finance and Marketing
Credit Suisse July 2015 - Present
Princeton University December 2011 - June 2015
Princeton University September 2011 - June 2015
Credit Suisse June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Ruhr Fellowship - ThyssenKrupp June 2012 - July 2012
2010 Leadership Education and Development Program (LEAD) July 2010 - August 2010
Skills
Microsoft Office, Matlab
Education
Princeton University 2011 — 2015
Bachelors of Science in Engineering, Operations Research and Financial Engineering
UCL 2014 — 2014
Affiliate student, study abroad, Management Science and Innovation
Lehigh University 2010 — 2011
High School Scholars Program, A
Phillipsburg High School 2007 — 2011
A
Credit Suisse September 2008 - Present
Credit Suisse August 2006 - August 2008
Credit Suisse June 2004 - August 2006
Credit Suisse June 2000 - June 2004
Skills
Equities, Fixed Income, Hedge Funds, Prime Brokerage, Project Management, Swaps, Trading, Trading Systems, Derivatives, Bloomberg, Securities Lending, Equity Derivatives, Series 7, Securities
Education
Lehigh University 1996 — 2000
Finance
Credit Suisse May 1980 - February 2009
Education
LIU Post 1985 — 1987
MBA, Banking and Finance
Ernst & Young September 2009 - Present
Credit Suisse 2010 - 2013
Thomson Reuters June 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Valuation, Internal Controls, Internal Audit, Auditing, External Audit, Accounting, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Enterprise Risk...
Education
Lehigh University 2005 — 2009
B.S., Accounting and Finance
Greenhill & Co. June 2010 - Present
Credit Suisse 2000 - 2010
Prudential Real Estate Investors 1997 - 2000
Skills
Real Estate Private..., Private Equity, Asset Managment, Valuation, Due Diligence, Investor Relations, Investments, Real Estate Economics, Portfolio Management, Financial Modeling, Asset Management, Capital Markets, Financial Structuring, Real Estate, Alternative Investments, Investment Properties
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
MBA, Real Estate and Finance
Lewis and Clark College 1973 — 1977
BA, Political science
Barclays Investment Bank July 2011 - Present
Credit Suisse March 2007 - July 2009
Bear Stearns April 2006 - March 2007
PwC May 2005 - August 2005
Citi May 2004 - August 2004
Skills
Fixed Income, Financial Modeling, Bloomberg, Investment Banking, Capital Markets, Structured Products, Valuation, Asset-backed..., Financial Technology, Peer-to-peer, Consumer Lending, Intex, Intex Desktop, Student Loans, debt facilities, Bond Pricing
Education
Lehigh University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance and Accounting
Dominick & Dominick LLC September 2006 - Present
Smith Barney Brokerage Firm September 2004 - August 2006
Credit Suisse 2000 - September 2004
Donaldson, Lufkin & Jenrette November 1979 - 2000
Skills
Hedge Funds, 401K rollovers, Operations Management, Financial Services, estate planning, College Education..., Wealth Management, Investment Advisory
Education
LIU Brooklyn 1967 — 1971
Bachelor of Science (B.S.), Elem. Ed & Psychology
The Butter Group September 2015 - Present
Barclays September 2012 - August 2015
Credit Suisse August 2008 - May 2012
Merrill Lynch February 2006 - August 2008
Merrill Lynch September 2003 - February 2006
Merrill Lynch September 2001 - September 2003
Merrill Lynch August 1998 - September 2001
Merrill Lynch March 1998 - August 1998
Merrill Lynch December 1997 - March 1998
Fimat USA, Inc March 1995 - November 1997
Skills
Product Control, Interest Rate..., Rates, Credit Derivatives, Fixed Income, Derivatives, Equity Derivatives, Market Risk, Structured Products, Trading, Investment Banking, Swaps, Middle Office, Prime Brokerage, Bloomberg, FX Options
Education
Lehigh University 1990 — 1994
BS, Finance
Self January 2013 - Present
TD Securities (USA LLC) September 1997 - May 2012
Deutsche Bank December 1995 - September 1997
Greenwich Capital Markets 1994 - 1995
Credit Suisse 1985 - 1994
Skills
Human Resources, Employee Relations, Employee Consultation, Change Management, Performance Management, Strategic Human..., Talent Acquisition, Talent Management, Recruiting, Coaching, Human Resource Planning, Deferred Compensation, College Recruiting, Organizational Design, Mergers & Acquisitions, Succession Planning
Education
Long Island University, C.W. Post Campus
Master of Science (M.S.), American History (United States)
Queens College
Bachelor of Arts (B.A.), American History (United States)
Deutsche Bank 2006 - Present
Credit Suisse January 2001 - January 2008
DLJ/CREDIT SUISSE FIRST BOSTON January 1999 - January 2001
MERRILL LYNCH & CO January 1998 - January 1999
Skills
Private Banking, Private Client Services, P&L Forecasting, P&L Analysis, Budget Process, Real Estate Planning, Business Development, Operations Management, Project Management, Equities, Strategic Planning, Expense Management, New Business Development, Resource Management, Recruiting, Mentoring
Education
New York University, Stern School of Business
M.B.A
Lehigh University
B.S
CS NEXT Fund Investors August 2015 - Present
Credit Suisse April 2013 - August 2015
Skills
Bloomberg, Capital Markets, Fixed Income, Equities, Derivatives, Corporate Finance, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Finance, Investments, Due Diligence, Microsoft Office, Equity Research
Education
Lehigh University 2007 — 2011
Bachelor of Science (BSc), Finance, General
Fedcap 2015 - Present
NYC Department of Education April 2005 - July 2015
Credit Suisse July 2000 - July 2004
Standard & Poor's August 1994 - June 2000
Skills
Special Education, Counseling Psychology, Office Automation..., Notary Public, Nonprofits
Education
Long Island University, Brooklyn Campus 2011 — 2015
Master of Science (M.S.), Mental Health Counseling/Counselor
CUNY College of Staten Island 2007 — 2011
Bachelor of Arts (B.A.), Psychology