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.
Credit Suisse Salaries. You can even request information on how much does Credit Suisse pay if you want to. Learn about salaries, pros and cons of working for Credit Suisse directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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 February 2015 - Present
Flow Traders September 2014 - December 2014
Independent September 2009 - May 2014
University of Pennsylvania, The Wharton School August 2013 - December 2013
Gelber Group June 2013 - August 2013
Columbia University Science Honors Program September 2009 - May 2010
Skills
Econometrics, Equities, Statistics, Time Series Analysis, Python, Derivatives, Investments, Options, Stochastic Calculus, Trading, Data Analysis, R, Matlab
Education
University of Pennsylvania - The Wharton School 2011 — 2014
B.Sc. Economics, Concentrations: Finance & Statistics
Northwestern University 2010 — 2011
Withdrew June 2011
Bronx High School of Science 2007 — 2010
High School Diploma
EnergyHub November 2014 - Present
ThinkEco Inc. August 2011 - November 2014
Credit Suisse July 2010 - August 2011
Icosystem January 2002 - August 2003
New England Complex Systems Institute September 2001 - March 2003
Skills
Project Management, Machine Learning, Strategic Partnerships, R, R&D, Integration, Cloud Computing, Product Management
Education
University of California, Los Angeles 2006 — 2010
Ph.D, Mathematics
Courant Institute, NYU 2004 — 2006
M.S., Mathematics
Northwestern University 1997 — 2001
B.A., Computer Science
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
Analysis Group July 2014 - Present
Wildcatpad.com January 2012 - June 2014
Bank of America Merrill Lynch June 2013 - September 2013
Agamya Capital April 2013 - June 2013
Credit Suisse August 2012 - September 2012
The Walt Disney Company June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Skills
Visual C++, Stata, Econometrics, Financial Modeling, Matlab, Salesforce.com..., Valuation
Education
Northwestern University 2010 — 2014
Bachelor of Science (BS), Industrial Engineering & Economics, Junior
Northwestern University - Kellogg School of Management
Financial Economics Certificate Program for Undergraduate Students, Industrial Engineering
Pinghe
UBS Investment Bank June 2014 - Present
Credit Suisse August 2012 - Present
Northwestern University September 2010 - Present
Zhong De Securities - JV of Deutsch Bank and Shanxi Securities July 2012 - August 2012
Kellogg School of Management March 2011 - May 2012
BOC International July 2011 - August 2011
Skills
Research, Financial Modeling, Stata, Microsoft Excel, Economics
Education
Northwestern University 2010 — 2014
Bachelor's degree, Finance, General
TechSoft Business Solutions November 2013 - Present
Red Bank Insurance Consultants April 2013 - December 2014
Aflac October 2012 - May 2014
Charles River Associates October 2008 - August 2012
Bear Stearns July 2007 - October 2008
Credit Suisse January 2007 - June 2007
Credit Suisse July 1999 - December 2006
Random House July 1998 - June 1999
Bear Stearns January 1996 - June 1998
Merrill Lynch January 1990 - December 1995
Skills
Process Improvement, Project Management, Vendor Management, Program Management, Pharmacy Benefit..., Change Management, Management, Operations Management, Insurance, Account Management, Customer Service, Strategic Planning, Team Building, Employee Benefits
Education
Nyack College 1995 — 1996
Organization Dynamics
University of New Hampshire 1976 — 1978
Electrical Engineering
SiNode Systems December 2011 - Present
Albright Stonebridge Group November 2012 - Present
Boeing August 2012 - September 2012
Credit Suisse June 2012 - August 2012
Overseas Private Investment Corporation August 2010 - July 2011
The White House January 2009 - July 2010
Obama for America June 2008 - November 2008
Marakon Associates 2006 - 2008
Skills
Strategic Planning, Financial Modeling, Cash Flow Management, Government, Management Consulting, Global Business..., Clean Technology
Education
Kellogg School of Management 2011 — 2013
MBA
Northwestern University 2002 — 2006
BA
The Blackstone Group August 2013 - Present
Juma Ventures March 2009 - Present
Credit Suisse August 2001 - August 2013
Davis Polk & Wardwell 2000 - 2000
Skadden, Arps, Slate, Meagher & Flom 1999 - 1999
Skills
Negotiation, Valuation, Portfolio Management, Alternative Investments, Fundraising, Private Equity, Venture Capital, Special Situations, Credit, Corporate Finance, Leveraged Finance, Social Enterprise, Fund Administration, New Business Development, Audit Committee, Fund Managers, Investment Management, Start-ups, Investment Banking, Fund Of Funds, Finance, Corporate Development, Investments, Due Diligence
Education
University of California, Berkeley - School of Law 1998 — 2001
J.D.
Northwestern University 1994 — 1998
B.A.
Patrick Henry High School 1991 — 1994
Pac-12 Networks May 2013 - Present
Mobile Startup January 2012 - May 2013
Lionside (acquired by ngmoco / DeNA) April 2010 - November 2011
National Basketball Association June 2009 - May 2010
Credit Suisse June 2008 - August 2008
Electronic Arts May 2007 - August 2007
International Development Group May 2005 - August 2006
The Breakthrough Collaborative June 2004 - August 2004
Skills
Sports, Product Management, Analytics, Video Games, Social Games, Mobile Games, Social Media, Social Media Marketing, Entrepreneurship, Web Analytics, Digital Media, Economics, Mobile Marketing, Start-ups, Strategic Partnerships, Monetization, Strategy, Entertainment, Facebook
Education
Occidental College 2005 — 2009
BA, Economics
University High School 2001 — 2005
Focus Ventures November 2011 - Present
Focus Ventures March 2003 - March 2005
Credit Suisse April 2000 - February 2003
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Administrative..., Outlook, Office Management, Calendaring, Office Administration, Travel Arrangements
Education
Notre Dame de Namur University 1995 — 1997
Bachelor of Science (BS), Human Services, General
salesforce.com June 2014 - Present
Cisco December 2013 - May 2014
Cisco Systems December 2012 - December 2013
Symantec September 2011 - January 2013
Symantec April 2010 - September 2011
Symantec May 2009 - April 2010
Symantec August 2008 - May 2009
Kellogg Northwestern September 2006 - June 2008
Credit Suisse June 2007 - August 2007
Amdocs September 2004 - August 2006
Skills
Business Analytics, Financial Modeling, Pricing, Financial Analysis, Strategic Planning, Analysis, Cross-functional Team..., Analytics, Business Analysis, Pricing Strategy, Team Leadership, Enterprise Software, Data Analysis, Team Building, Machine Learning, Business Planning, Finance, CRM, Program Management, Leadership, Strategy, Parenthood, Product Management, Segmentation
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance and Management of Organizations
The Hebrew University 1998 — 2002
B.Sc., Computer Science & Math
Credit Suisse December 2012 - Present
Lazard June 2010 - September 2012
Goldman Sachs August 1997 - June 2010
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Master of Business Administration (MBA)
University of Cincinnati 1986 — 1991
Bachelor of Science (BS), Nuclear Engineering
Morgan Stanley December 2013 - Present
Morgan Stanley 2009 - December 2013
Credit Suisse 2007 - 2009
Skills
Transaction Origination, Principal Investing, Structured Finance, Debt & Equity Financing, Financial Modeling, Financial Analysis, Energy, Capital Markets, Private Equity, Valuation, Alternative Investments, Investments
Education
Northwestern University
Bachelor's degree, Biology, English Literature
Foresight Global Investors July 2015 - Present
Consultant 2013 - June 2015
UniCredit Markets & Investment Banking 2011 - 2012
Troika Dialog 2008 - 2011
Black Cod LLC 2005 - 2008
Credit Suisse 2003 - 2005
Federated Investors, Inc. 1997 - 2002
Brandes Investment Partners 1994 - 1996
Skills
Investment Banking, Capital Markets, Derivatives, Fixed Income, Equities, Bloomberg, Structured Products, Equity Derivatives, Financial Markets, Emerging Markets, FX Options, Structured Finance, Corporate Finance, Trading, Financial Structuring, Equity Capital Markets, Interest Rate..., Financial Modeling, Valuation, Bonds, Equity Research, Portfolio Management, Investments, Hedge Funds, Asset Management
Education
Thunderbird School of Global Management
MBA, International Finance
Villanova University
BS, Finance
Cannon Trust School 2013 — 2014
Trust Fundamentals, Trust I , Trust II, Trust & Estate Planning
Northwestern University 2013 — 2015
CFP Program
Goldman Sachs January 2015 - Present
Kellogg School of Management October 2013 - December 2014
HSBC Global Banking and Markets August 2014 - September 2014
Credit Suisse July 2014 - August 2014
Skills
Investment Banking, Microsoft Office, PowerPoint, Financial Modeling, Stata, Econometrics, Economics, Statistics, Data Analysis, Quantitative Analytics, Valuation, Microsoft Word
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Pritzker Group June 2015 - Present
Pritzker Group July 2013 - May 2014
Pritzker Group July 2011 - July 2013
Credit Suisse November 2009 - June 2011
Oppenheimer & Co. July 2008 - October 2009
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Milliman June 2012 - Present
Avatar Securities, LLC November 2010 - May 2012
Allstate Insurance Company January 2007 - August 2009
Watson Wyatt Worldwide June 2005 - December 2006
Credit Suisse 2004 - 2004
Skills
SAS, Matlab, Excel VBA
Education
University of California, Berkeley 2009 — 2010
Certificate of Completion, MFE Foundations - Online Program
Northwestern University 1999 — 2005
Bachelor of Arts (B.A.), Mathematics; Economics Minor
Seoul Foreign School 1995 — 1999
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
Alvarez & Marsal May 2015 - Present
Alvarez & Marsal 2013 - Present
Credit Suisse June 2012 - August 2012
Sony Music Entertainment June 2011 - September 2011
Kellogg School of Management June 2010 - August 2010
Skills
Business Analysis, Financial Analysis, Market Research, Data Analysis, Economics, Financial Modeling, Valuation, Leadership, Strategic Sourcing, Statistics, Analysis
Education
Northwestern University 2008 — 2013
Bachelor's, Mathematics, Economics
Northern Trust June 2005 - Present
Credit Suisse August 2001 - June 2005
Quaker Oats 1995 - 2001
Kraft Foods 1991 - 1995
Skills
Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Investment Advisory, Series 7, Investments, Strategic Financial..., Investment Management, Equities, Wealth Management...
Education
Northwestern University - Kellogg School of Management 1996 — 1999
M.B.A., Business
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Industrial Engineering
JPMorgan Chase March 2014 - Present
Credit Suisse July 2009 - November 2011
Credit Suisse August 2003 - April 2011
Sanford C. Bernstein April 1999 - August 2003
Skills
Equity Derivatives, Equities, Portfolio Management, Electronic Trading, Investment Banking, Asset Managment, Fixed Income, Unix, Stakeholder Management, Banking, Structured Products, Software Project..., Trading Systems, Options, Infrastructure, IT Management, Outsourcing, Asset Management, Trading, Interest Rate..., IT Operations, Analytics, Credit Derivatives, Securities, SDLC, Financial Risk, Business Analysis, Prime Brokerage, Risk Management, Quality Assurance, Agile Methodologies, Offshoring, Program Management, Derivatives, Equity Trading, IT Strategy, Microsoft SQL Server, Market Risk, Back Office, Capital Markets, Business Intelligence, ITIL, Governance, Vendor Management, FX Options, Leadership, Hedge Funds, Data Warehousing, Financial Services, Market Data
Education
Tashkent Institute of Economics 1985 — 1986
PhD, Computational and Applied Mathematics
Novosibirsk State University (NSU) 1968 — 1973
Master of Arts (MA), Mathematics
Academy Mortgage Corporation March 2013 - Present
The Gift Goddess December 2011 - Present
LPMC, LLC. November 2012 - March 2013
Assorted Financial Services Companies April 2010 - December 2011
Ranger Investments March 2008 - April 2010
Lydian Mortgage January 2008 - February 2008
Chevy Chase Bank September 2006 - November 2007
Credit Suisse 2005 - 2006
The Mortgage Store 2003 - 2005
Assorted Defunct Lenders 1997 - 2003
Skills
New Business Development, Advertising, Banking, Business Strategy, Microsoft Office, Team Leadership, Underwriting, Account Management, Mortgage Lending, Public Speaking, Credit, Refinance, FHA, First Time Home Buyers, Mortgage Banking, Team Building, Loans, Sales, Loan Origination, Investment Properties, Sales Management, Marketing, Residential Mortgages, Start-ups, Finance, Real Estate, Financial Structuring, Financial Services, Credit Analysis, Credit Risk, Investments, Financial Analysis, Leadership, Training, USDA, Sales Operations, Entrepreneurship, Coaching, Funding, CRM, Real Estate Economics, Business Development, Executive Management, Commercial Real Estate, Risk Management, Relationship Management, Selling, Commercial Lending, loans on farms, FHA financing
Education
Northwestern University 1966 — 1969
B Mus
Interlochen Arts Academy 1963 — 1965
HS
Université Paris-Sorbonne
Citi Habitats May 2014 - Present
Freelance April 2013 - Present
Quasar Trading August 2012 - September 2013
The Hypnosis Center May 2009 - July 2012
The Smarter Bear Fund November 2008 - May 2009
Credit Suisse July 2007 - October 2008
MTV Networks / Logo May 2007 - July 2007
Fortiss, Inc. July 2006 - February 2007
FHC Realty & Development March 2006 - July 2006
Occidental College - Grants Office September 2005 - March 2006
Skills
Trading, Hedge Funds, Entrepreneurship, Microsoft Excel, Equities, Asset Management, Due Diligence, Banking, Management, Options, Mutual Funds, FX Options, Financial Modeling, Equity Trading, Corporate Finance, Financial Analysis, Investments, Valuation, Economics, Bloomberg
Education
Occidental College 2003 — 2007
BA, Critical Theory & Social Justice
Phillips Academy - Andover 1998 — 2002
HS Diploma, Arts & Sciences
Prep for Prep 1996 — 1998
Mott Hall (I.S. 223) 1992 — 1998
Treadwell Auto Group Ltd December 2012 - Present
Fortuna Advisors LLC June 2009 - May 2012
Credit Suisse 2008 - 2009
Credit Suisse 2002 - 2008
HOLT Value Associates 2000 - 2002
Sara Lee 1999 - 2000
Sara Lee 1997 - 1999
Ernst & Young 1995 - 1997
Skills
Valuation, Capital Allocation, Value Based Management, Accounting, Capital Markets, Strategic Planning, Business Analysis, Business Strategy, Business Planning, Financial Analysis, Corporate Finance, Business Valuation, Performance Measurement, Performance Metrics, Cross-functional Team..., Management, Leadership, Executive Management, Finance, Competitive Analysis, Strategy, Mergers & Acquisitions, Strategic Financial..., Investment Banking
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Strategy & Finance
University of Toledo 1990 — 1994
BBA, Finance & Accounting
Pace University September 2009 - Present
Samuel Ramirez and Co. August 2009 - Present
NYU Stern School of Business June 2008 - Present
Credit Suisse July 2000 - March 2008
Salomon Smith Barney 1987 - 2000
The Chase Manhattan Bank September 1984 - June 1987
University of Chicago January 1981 - August 1984
Skills
Economist, Capital Markets, Corporate Finance, Economics, Mergers, Investment Banking, Derivatives, Equities, Financial Markets, Financial Modeling, Fixed Income, Risk Management, Mergers & Acquisitions, Finance, Emerging Markets, Analysis, Valuation, Commodity, Quantitative Analytics, Venture Capital, Securities, Financial Analysis, Trading, Private Equity, Due Diligence, Bloomberg, Investments, Equity Research, Hedge Funds
Education
University of Chicago 1978 — 1984
PhD, Financial Economics
University of Chicago Graduate School of Business 1974 — 1976
MBA, Financial Economics
Northwestern University 1971 — 1974
BS; MS, Electrical and Biomedical Engineering
Robert Koleji / Robert College 1969 — 1971
N/A, Electrical Engineering
Leadplace October 2014 - Present
Postlobby, PBC July 2014 - Present
Lela.com January 2012 - May 2014
Credit Suisse September 1998 - January 2012
Union Bank of Switzerland (UBS) July 1987 - August 1998
School of Chemical Sciences, University of Illinois - Champaign-Urbana August 1983 - July 1987
Skills
Unix, Databases, Oracle, SQL, MySQL, MongoDB, Data Modeling, Unix Shell Scripting, Database Design, Python, Agile Methodologies, Solaris, Sybase, Software Development, Shell Scripting, Perl, PL/SQL, ETL, Oracle SQL, Performance Tuning, PostgreSQL, Data Migration, Software Project..., Enterprise Architecture, Requirements Analysis, IT Strategy, SDLC, C, Sybase ASE, Talend Open Studio, UCM, Atlassian JIRA, Git, PHP
Education
University of Illinois at Urbana-Champaign 1978 — 1983
MS, Physics
Oberlin College 1975 — 1978
BA, Physics
Purchase College, SUNY 1974 — 1975
Ward Melville High School 1971 — 1974
Credit Suisse August 2015 - Present
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Finance and Entrepreneurship
New York University - Leonard N. Stern School of Business 1996 — 2000
Finance, General
Kroll Bond Rating Agency, Inc. July 2014 - Present
Moody's Investors Service 2012 - July 2014
Credit Suisse 2011 - 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Research, Customer Service, Bloomberg Terminal, Access, Social Media, Public Speaking, Matlab, Time Management, SPSS, Economics
Education
NYU Robert F. Wagner Graduate School of Public Service 2014 — 2017
Master's Degree
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor's degree, Public Policy Analysis
PNB MetLife India Insurance Co. Ltd November 2014 - Present
PNB MetLife India Insurance Co. Ltd July 2014 - November 2014
Center for Digital Learning and Research September 2013 - May 2014
Oxypreneurship September 2013 - May 2014
Credit Suisse June 2013 - July 2013
Occidental College August 2012 - December 2012
United Nations Environment Programme June 2012 - July 2012
CatAList (Occidental's Student Run TV Network) July 2011 - May 2012
MetLife June 2011 - June 2011
CatAList (Occidental's Student Run TV Network) November 2010 - May 2011
Skills
Microsoft Office, Social Media, Public Speaking, Singing, Marketing, Research, Film, PowerPoint, Photoshop, Microsoft Excel, Market Research, Data Analysis, Film Production, HTML, Administration, Econometrics, Teamwork, Leadership, Collaboration, Creative Problem Solving, Advertising, Financial Analysis, Editing
Education
Occidental College 2010 — 2014
Bachelor of Arts (BA), Economics
American Embassy School, New Delhi 2008 — 2010
IB Diploma
Discover Financial Services April 2014 - Present
JP Morgan Securities LLC November 2009 - April 2014
Credit Suisse December 2007 - November 2009
Credit Suisse September 2005 - December 2007
Skills
Fixed Income, Financial Services, Investments, Treasury, Finance, Bloomberg, Cash Management, Financial Analysis, Portfolio Management, Capital Markets, Equities, Business Analysis, Management, Asset Management, Securities, SaaS, RFP Design, Marketing, Partnerships, Leadership Development, Emerging Markets, Clearwater Analytics, Result Oriented, Organizational..., Project Management, Data Analysis, Microsoft Office, Microsoft Excel, Teamwork, Customer Oriented, Customer Service, Financial Reporting, Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance and Marketing
University of Michigan 2001 — 2005
BA, Economics and Psychology
HighTower January 2015 - Present
HighTower 2011 - January 2015
Morgan Stanley Smith Barney 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley January 1991 - 2006
Credit Suisse 2000 - 2001
Skills
Alternative Investments, Wealth Management, Concentrated Position..., Restricted Stock Due..., Learning & Development, Risk Management, Futures, Leadership Development, Venture Capital Services, Trading, Restricted Stock, Wealth Management..., Securities, Series 7, Financial Services, Series 63, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Venture Capital, Financial Risk, Investment Advisory, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Saint Mary's College of California 2002 — 2004
Bachelor of Arts, Business Management
Operational Risk Master Class
Operational Risk Master Class
CIM Group August 2013 - Present
Insight Equity August 2008 - July 2011
Miller Buckfire April 2006 - July 2008
Credit Suisse June 2006 - March 2007
Skills
Investment Banking, Financial Modeling, Credit Analysis, Private Equity, Valuation, Mergers, Debt Restructuring, Due Diligence, Financial Analysis, Excel, LBO, Mergers & Acquisitions, Corporate Finance, Restructuring, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
University of Pennsylvania 2000 — 2005
BS/BA in Ecomonics
University of Pennsylvania - The Wharton School 2000 — 2005
BA; BS
Gilman School
Jefferies December 2014 - Present
Jefferies September 2011 - December 2014
Credit Suisse February 2008 - September 2011
Banc of America Securities 2004 - 2008
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance
University of Notre Dame 1993 — 1997
BBA, Finance
Remax of Barrington 1990 - Present
Barrington Realty 1990 - 2005
Credit Suisse 1982 - 1990
Skills
Investment Properties, Real Estate, Home, Townhomes, Construction
Education
Northwestern University - Kellogg School of Management 1985 — 1990
MBA, Finance
Purdue University 1978 — 1982
BS, Management
Eaton November 2014 - Present
Eaton February 2014 - October 2014
DuBois Chemicals, Inc. September 2008 - December 2012
The Riverside Company 2002 - 2012
Nordco 2006 - 2009
Credit Suisse August 2000 - June 2002
Donaldson, Lufkin & Jenrette June 2000 - August 2000
CIBC World Markets August 1999 - June 2000
Rabobank 1995 - 1997
ABN AMRO Bank N.V. 1992 - 1995
Skills
Private Equity, M&A execution, Due Diligence, Leveraged Finance, Board of Director..., Selling Businesses, Acquisitions, Strategy, Growth Capital, Board of Directors, Portfolio Management, Valuation, Investments, Strategic Planning, Finance, Buyouts, Mergers & Acquisitions, Corporate Finance, Management
Education
New York University, Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Northwestern University 1988 — 1992
Bachelor of Science (BS), Economics
Western Reserve Academy 1984 — 1988
High School
General Mills August 2014 - Present
General Mills 2013 - 2013
Mizuho Capital Markets Corp. June 2011 - July 2012
Mizuho Capital Markets Corp. June 2010 - June 2011
Grey Group November 2009 - June 2010
AllianceBernstein September 2008 - August 2009
Credit Suisse June 2007 - June 2008
BNP Paribas June 2004 - August 2004
Mobile Media Enterprises July 2003 - August 2003
Skills
Brand Management, General Management, Marketing Strategy, Financial Modeling, Business Strategy, Business Analysis, Finance, Financial Analysis, Digital Media, Ethnography, Design, Asset Management, Valuation, Capital Markets, Investments, Corporate Finance, Equities, Due Diligence, Credit Risk
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.) & Masters of Engineering Management (M.E.M.)
Emory University, Goizueta Business School 2003 — 2007
BBA, Finance & Real Estate
The Lawrenceville School 2000 — 2003
NYU - School of Continuing & Professional Studies 2010 — 2010
Greenhill & Co. June 2010 - Present
Credit Suisse 2006 - May 2010
Deutsche Bank 2003 - 2006
Stern Stewart 1996 - 1999
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance
University of Virginia 1992 — 1996
BS, Finance
Credit Suisse 2012 - Present
Skills
Investments, Asset Managment, Equity Trading, Wealth Management, Securities, Capital Markets, Private Equity, Investment Advisory, Asset Management, Mergers, Mergers & Acquisitions, Strategic Financial..., Investment Banking, Alternative Investments, Corporate Finance, Due Diligence, Portfolio Management, Equities, Entrepreneurship, Investment Management, Valuation, Hedge Funds, Forecasting, High Net Worth..., Restructuring, Financial Analysis, Private Banking, Investment Policy
Education
Nova Southeastern University 1997 — 1998
Master of Business Administration (MBA)
University of Miami 1987 — 1990
Bachelor of Business Administration (BBA)
Credit Suisse June 2015 - Present
GENPACT April 2014 - March 2015
MasterCard April 2013 - April 2014
SunTrust Mortgage November 2011 - January 2013
Skills
Vendor Management, Mortgage Servicing, Banking, Leadership, Analysis, Loss Mitigation, Finance, Project Management, Relationship Management, Mortgage Banking, Strategic Planning, Training, Team Building, Loan Servicing, Building Relationships, Public Speaking, FHA, Vendor Relationships, Budgets, Leadership Development, Insurance, Financial Services, Supplier Risk Management, Business Strategy, Coaching, Recruiting, Microsoft Excel, Default, Supply Chain Management, Supplier Performance, Public Administration, Gap Analysis, Oracle, Ariba, Quality Assurance, Quality Control, Media Monitoring, Financial Risk, Financial Analysis, Enterprise Risk..., Performance Management, Supplier Quality, Supplier Diversity, Supplier Evaluation
Education
Virginia Commonwealth University 2008 — 2010
Masters of Public Administration
Oakwood College 2000 — 2004
Bachelor of Arts (BA), Pre-Law Studies
Credit Suisse 2008 - Present
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Executive MBA
Tufts University 2004 — 2008
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
The Seaport Group June 2013 - August 2013
Tiedemann Investment/Wealth Management July 2012 - September 2012
Irving Investors June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Bloomberg Terminal
Education
Northwestern University 2011 — 2015
Bachelor's degree, Economics and Mathematics
Collegiate School 1998 — 2011
Broadridge Financial Solutions June 2014 - Present
Credit Suisse March 2008 - December 2013
Citigroup Private Bank March 2006 - September 2007
Citigroup - Smith Barney July 2003 - February 2006
Raymond James Financial October 1999 - March 2002
A.T. Kearney August 1997 - June 1999
JP Morgan April 1993 - July 1995
Ernst and Young August 1991 - April 1993
Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Marketing, Strategic Financial..., Business Strategy, Process Improvement, Corporate Development, Private Banking, Cross-functional Team..., Consulting, Derivatives, Investments, Portfolio Management, Equities, Finance, Strategic Planning, Investment Banking, Business Development, Risk Management, Analysis, Executive Management, Management, Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Competitive Analysis, Leadership, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Asset Management
Education
J.L. Kellogg Graduate School of Management 1995 — 1997
MBA, Business Manangement
The College of William and Mary 1987 — 1991
BBA, Accounting
Northwestern University September 2015 - Present
Kellogg School of Management February 2015 - Present
高盛 June 2015 - August 2015
Credit Suisse July 2014 - August 2014
Kellogg School of Management October 2013 - December 2013
Bank of East Asia July 2013 - September 2013
AIC Education March 2012 - July 2012
Skills
Chinese, Mandarin, Economics, Statistics, Stata, Microsoft Office, Accounting, Data Analysis, Financial Modeling, Market Research, Research, Bloomberg Terminal, Bloomberg
Education
Northwestern University 2012 — 2016
Bachelor's Degree, MMSS, Economics, French, Kellogg Certificate in Financial Economics
Sciences Po 2014 — 2014
Fall Semester Exchange Student, Political Economy
Northeast Yucai High School 2009 — 2012
FINCAD February 2014 - Present
Sungard Kiodex June 2009 - Present
IntercontinentalExchange, Inc. 2007 - 2009
Dune Energy Inc 2001 - 2007
Credit Suisse 1998 - 2001
Skills
Trading, Electronic Trading, Commodity, Hedge Funds, Risk Management, Commodity Markets, Investments, Strategy, Banking, Management, Credit, Derivatives, Financial Markets, Trading Systems, Sales, Analytics, Capital Markets
Education
Northwestern University 1984 — 1986
MBA, Finance and Economics
University of Colorado at Boulder 1977 — 1981
BA, Accounting
Fiserv October 2013 - Present
SunTrust Bank August 2010 - October 2013
JPMorgan Chase May 2007 - December 2010
Credit Suisse February 2007 - May 2009
American Express February 2003 - May 2006
Godiva Chocolatier September 2002 - January 2003
RJReynolds May 1999 - June 2002
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Lotus Notes, Management, PeopleSoft, SharePoint, Payroll, Human Resources, Administrative..., Time Management, Marketing, Customer Service, Administrative...
Education
Nyack College 1999 — 2002
Business Administration
Forum Financial Management, LP October 2012 - Present
Serious Stewardship LLC 2004 - November 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Management, Business Administration and Management, General
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Political Science
Cairn Capital North America October 2012 - Present
Treesdale Partners September 2008 - March 2012
RBS April 1996 - August 2008
Credit Suisse June 1990 - October 1995
Franklin Savings August 1988 - June 1990
Stern Brothers July 1987 - August 1988
Skills
Hedge Funds, ABS, Trading, Credit, Structured Finance
Education
Northwest Missouri State University 1983 — 1986
BS, Computer Science (Major) Mathematics (Minor)
University of Missouri-Rolla 1982 — 1982
Engineering
Credit Suisse June 2015 - Present
Freeman & Co. June 2014 - August 2014
Relativity Media July 2013 - September 2013
Trilogy Capital June 2011 - July 2012
Skills
Microsoft Office, Bloomberg, Pitch Books, Prezi, SNL, Capital IQ, Financial Analysis, Finance, Economics, Research, Equities
Education
Northwestern University 2012 — 2016
Economics, Business Institutions, Critical Theory
Sciences Po 2014 — 2014
Study Abroad
Riverdale Country School 2008 — 2012
Credit Suisse January 2015 - Present
Credit Suisse May 2010 - December 2014
Morningstar January 2010 - May 2010
Morningstar July 2008 - December 2009
Fitch Ratings June 2007 - August 2007
Lake Forest Graduate School of Management June 2006 - August 2006
Crate & Barrel June 2005 - August 2005
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Allied Horizontal Wireline Services, LLC September 2011 - Present
Willbros June 2010 - March 2011
Willbros October 2008 - December 2010
Credit Suisse 2001 - 2008
Stevedoring Services of America 1995 - 1999
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance
Trinity University 1989 — 1993
BA, Political Science
A.T. Kearney July 2013 - Present
A.T. Kearney July 2010 - June 2013
AIESEC September 2007 - May 2010
Credit Suisse June 2009 - August 2009
Skills
Management Consulting, Business Strategy, Analytics, Due Diligence, Portfolio Optimization, Client Presentation, Workshop Facilitation, Financial Modeling, Economics, Excel, Mergers & Acquisitions, Analysis, Entrepreneurship
Education
Northwestern University 2006 — 2010
Bachelor of Science (B.S.), Electrical Engineering, Economics
National Junior College, Singapore 2004 — 2005
GCE 'A' Level
Credit Suisse May 2015 - Present
Merrill Lynch September 2014 - December 2014
Turtle Bay Group, Inc. June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budgets, Data Analysis, Teamwork, Social Media
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics and Business Institutions Program
Half Hallow Hills High School West 2008 — 2012
NexTier Capital Solutions, LLC December 2014 - Present
HAS Capital Advisory Board February 2012 - Present
Gallup January 2014 - November 2014
Wells Fargo January 2010 - November 2012
Wells Fargo February 2008 - December 2009
Greenwich Associates July 2005 - February 2008
EnnisKnupp 2003 - 2005
Credit Suisse 1997 - 2003
First National Bank of Chicago (now JP Morgan) 1995 - 1997
Skills
Investments, Business Strategy, Asset Management, Problem Solving, Marketing Strategy, B2B Marketing, B2B Marketing Strategy, Product Innovation, Asset Managment, Financial Services, Alternative Investments, Product Marketing, Hedge Funds, Marketing Management, Marketing, Valuation, Business Development, Management Consulting, Sales, Segmentation, Executive Management, Competitive Analysis, Strategic Planning, Selling, Venture Capital, Market Analysis, Private Equity, Capital Markets, Start-ups, Business, Brand Management, Strategy, Mergers & Acquisitions, Investment Management, Risk Management, Entrepreneurship, New Business Development, Mutual Funds, Business Planning, Market Research, Strategic Financial..., Team Building, Wealth Management, Relationship Management, Corporate Development, Portfolio Management, Management, Consulting
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Marketing
Northwestern University
BS, Economics
Immaculate High School
College Prep
The Latin School of Chicago
The PrivateBank October 2014 - Present
Silicon Valley Bank March 2011 - October 2014
Prism Capital November 2001 - March 2011
Legato Partners February 2001 - November 2001
eVincio Corporation March 2000 - April 2001
Credit Suisse June 1998 - March 2000
Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Investment Banking, Mergers & Acquisitions, Due Diligence, Strategy, Business Development, Corporate Finance, Capital, Competitive Analysis, Strategic Planning, Management, Financial Modeling, LBO, Investments, Strategic Partnerships, Start-ups, Business Strategy, Valuation, Entrepreneurship, M&A experience, Management Consulting, Business Planning, Mutual Funds, Enterprise Software
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Masters of Management
University of Illinois at Urbana-Champaign 1989 — 1993
BS
University of Illinois at Urbana-Champaign 1989 — 1993
BS
Illinois Math and Science Academy
Bank of America Merrill Lynch 2014 - 2014
Credit Suisse 2012 - 2012
Telsey Advisory Group 2010 - 2012
Telsey Advisory Group 2009 - 2010
Telsey Advisory Group 2008 - 2009
Bear Stearns & Co. 2005 - 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Series 7, Equities, Series 63, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Economics, Series 24, Equity Trading, Financial Analysis, Securities, Capital Markets, Alternative Investments
Education
UCLA Anderson School of Management 2013 — 2015
M.B.A., Full-Time Program, Finance
Northwestern University 2005 — 2008
B.A., Economics
Manthan Services 2014 - Present
Vicarious March 2014 - Present
Saggezza 2014 - 2015
Elephant Group 2012 - 2014
Groupon 2010 - 2012
Paris Ceramics - Smallbone of Devizes 2006 - 2010
Credit Suisse 2005 - 2006
Credit Suisse 2003 - 2003
Skills
Salesforce.com, Account Management, Sales Process, Strategic Partnerships, Selling, Social Media, B2B, Lead Generation, New Business Development, Sales, Strategy, Social Media Marketing, Competitive Analysis, Online Marketing, Market Research, Building Relationships, Advertising, SEM, Cross-functional Team..., Negotiation, E-commerce, Solution Selling, Sales Operations, Business Development, Marketing Strategy, SEO, SaaS, Start-ups, Sales Management, Cloud Computing, Digital Marketing, Business Strategy, Social Networking, Marketing Communications, Product Marketing, Email Marketing, CRM, Online Advertising, Direct Marketing, Analytics, Mobile Marketing, Product Management, Marketing, Customer Acquisition, Direct Sales, B2B Marketing, Entrepreneurship, PPC, Cold Calling, Web Marketing
Education
Northwestern University
Bachelor, History, Economics
Truve January 2015 - Present
American Express August 2014 - Present
American Express Prepaid July 2012 - Present
American Express August 2010 - July 2012
Kellogg School of Management September 2008 - June 2010
Fannie Mae August 2005 - May 2007
Credit Suisse 2007 - 2007
Corporate Executive Board August 2004 - August 2005
Latin Trade Magazine 2003 - 2003
Skills
Strategy, Marketing Strategy, Business Planning, Segmentation, Leadership, Financial Services, Process Improvement, B2B, Investments, Competitive Analysis, Non-profits, Real Estate, Analytics, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of Virginia 2000 — 2004
Bachelor of Arts (B.A.), Economics, History
Allen & Overy September 2013 - Present
Northwestern University School of Law August 2010 - May 2013
Nuveen Investments September 2012 - December 2012
Allen & Overy May 2012 - August 2012
Credit Suisse June 2012 - June 2012
Coordinated Advice and Referral Program for Legal Services June 2011 - August 2011
Marion's Inn LLP November 2008 - October 2009
Pearson Education June 2008 - September 2008
Summerfuel 2007 - 2007
Skills
Public Speaking, Legal Research, Research, Legal Writing, Public Policy, Westlaw, Litigation, International Relations
Education
Northwestern University School of Law 2010 — 2013
JD
University of California, Berkeley 2004 — 2008
BA, English
UC Center Paris 2006 — 2006
French Cultural and Language Studies
Credit Suisse 1991 - Present
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Investments, Fixed Income, Financial Modeling, Derivatives, Valuation, Structured Products, Asset Managment, Private Equity, Equity Derivatives, Equity Research
Education
Northwestern University 1995 — 1998
Master of Business Administration (MBA), Finance and Corporate Strategy
Princeton University 1987 — 1991
Bachelor of Arts (B.A.), Politics and Economics
PlanGrid July 2014 - Present
Jive Software October 2009 - July 2014
Credit Suisse August 2005 - February 2009
Victoria's Secret June 2004 - August 2004
SunTrust Robinson Humphrey July 2000 - June 2003
Skills
Valuation, Financial Modeling, Mergers, Divestitures, Acquisitions, Private Equity, Restructuring, Corporate Development, Venture Capital, Due Diligence, Business Development, Start-ups, Product Management, Business Strategy, Strategy, Entrepreneurship, Corporate Finance, Entrepreneur, Investments
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Virginia 1996 — 2000
BS in Commerce
Carter Validus March 2011 - Present
Equinix May 2010 - March 2011
Crisis Center of Tampa Bay August 2004 - May 2010
Equinix July 2007 - April 2010
MetLife July 2004 - June 2007
Acclaris 2002 - 2004
Cap Gemini Ernst & Young 1999 - 2001
Credit Suisse 1994 - 1999
Skills
Financial Modeling, M&A experience, Real Estate Investment, Data Center, Insurance, Enterprise Risk..., MBA Finance, Financial Analysis, Real Estate Transactions, Real Estate Negotiation, International Real..., German, Swiss German, International Business, Project Execution, Mergers, Deal Structuring, Corporate Development, Acquisition Integration, Negotiation, Project Management, Investment Properties, Mergers & Acquisitions, Management, Executive Management, Strategy, Management Consulting, Internal Controls, Leadership, Business Process..., Sarbanes-Oxley Act, Outsourcing, Investments, Strategic Planning, Internal Audit, Start-ups, Program Management, Strategic Partnerships, Financial Risk, Auditing, Due Diligence, Business Development, Acquisitions, Private Equity, Strategic Financial..., Venture Capital, Finance, Business Planning, Valuation, Portfolio Management
Education
International Research Association 2004 — 2005
LIFA
Northwestern University - Kellogg School of Management 2001 — 2002
MBA
University of Tampa 1995 — 1997
B.S.
Swanson Flo-Systems Co. 2014 - Present
K Road Power January 2012 - December 2013
Barclays Capital 2008 - 2011
Credit Suisse 2005 - 2008
UBS Investment Bank 2001 - 2005
Skills
Investment Banking, Structured Finance, Valuation, Restructuring, Finance, Financial Modeling, Corporate Finance, Private Equity, General Management
Education
The University of Chicago
MBA, Finance, Accounting, Entrepreneurship
Northwestern University
BA, Economics
Accuity February 2011 - Present
RTS Realtime Systems September 2009 - February 2011
Credit Suisse 2004 - 2009
Goldenberg Hehmeyer 2002 - 2004
Townsend Analytics 2000 - 2002
William Blair and Company 1997 - 2000
UBS / Swiss Bank Corporation / O'Connor & Associates 1988 - 1996
Skills
IT Transformation, Strategic Leadership, Agile Project Management, Leading Change, Software Project..., Cost Management, Business Process..., Scrum, Leadership Development, Financial Services, Derivatives, Electronic Trading, Trading Systems, SDLC, Market Data, Program Management, Software Development, Low Latency, Trading, Change Management, Options, Project Management, Agile Methodologies, Unix, Exchange Connectivity, Hedge Funds, Management, Analytics, IT Strategy, Requirements Gathering, Mergers & Acquisitions, FX Options, Business Analysis, Portfolio Management, Leadership, Risk Management, Databases, Strategic Partnerships, Enterprise Architecture, Quality Assurance, Capital Markets, Consulting, Bass Fishing
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance and Management
University of Illinois at Urbana-Champaign
B. Sc., Electrical Engineering
Credit Suisse May 2010 - Present
Oberlin College June 2007 - May 2010
Skills
Building Relationships, Executive Presentations, Client Co-ordination, Organizational..., Data Analysis, Research, Networking, Entrepreneurship..., Social Entrepreneurship, Entrepreneurship, Proposal Writing, Program Management, Public Policy, Emerging Markets, Sales
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Oberlin College 2003 — 2008
B.A., B.Mus., Politics, French Horn Performance
Credit Suisse October 2009 - Present
Done Write Résumé November 2007 - Present
Barclays Capital August 1998 - December 2008
Citibank December 1996 - August 1998
Oppenheimer Capital September 1994 - December 1996
OffitBank October 1993 - September 1994
Skills
Middle Office, Process Improvement, Fixed Income, Emerging Markets, Back Office, USA PATRIOT Act, KYC, AML, Resume Writing, Interview Preparation, Personal Branding, Microsoft Excel, Hedge Funds, Capital Markets, Educational Workshops, Leadership, Trading Systems, Risk Management, Electronic Trading, Interviews, Onboarding
Education
William Paterson University of New Jersey 1990 — 1992
Bachelor of Arts, Communication
Ocean County College 1988 — 1990
Associate of Arts, History
Bank of America Merrill Lynch March 2010 - April 2011
Credit-Suisse October 2007 - October 2009
Citigroup September 2006 - December 2006
Prudential Financial Global Derivatives November 1995 - July 2006
Ernst & Young July 1994 - October 1995
First Boston Corporation August 1992 - June 1994
Timber Hill September 1984 - June 1991
Skills
Equities, Swaps, Derivatives, Credit Risk, FX, Trading, FX Options, Risk Management, Commodity, Hedge Funds, Portfolio Management, Valuation, Securities, Banking, Prime Brokerage, Options
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Northwestern University 1987 — 1989
BPhil, Economics
Merrill Lynch December 2012 - Present
Griffith Tutoring Group January 2006 - Present
Credit Suisse October 2007 - December 2012
Northern Trust January 2006 - November 2007
Skills
Financial Modeling, Finance, Portfolio Management, Valuation, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA)
University of Colorado Boulder 2000 — 2005
Bachelors, Accounting
Hotchkiss School 1996 — 2000
Credit Suisse Summer AnalystCitibank2004 - 2004
Education
Northwestern University 2003 — 2007
Credit Suisse January 2010 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2004 - January 2010
Ninth Circuit Court of Appeals September 2003 - September 2004
Arnold & Porter June 2002 - August 2002
Fluid.com January 2000 - August 2000
INCAE (San Jose, Costa Rica) August 1997 - September 1999
Skills
Securities Regulation
Education
Northwestern University School of Law 2000 — 2003
JD, Law
Princeton University 1993 — 1997
Credit Suisse July 2009 - Present
Credit Suisse June 2008 - August 2008
Innovation Advisors September 2005 - July 2007
SVB Financial Group August 2003 - September 2005
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, M&A experience, Investments, Hedge Funds, Bloomberg, Due Diligence, Corporate Development, Venture Capital, LBO, Fixed Income, Leveraged Finance, Private Equity, Financial Analysis, Emerging Markets, Equities
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Northwestern University 1998 — 2002
BA, Economics
STRATMOR Group August 2015 - Present
First Key Holdings September 2013 - June 2015
Redwood Trust June 2011 - August 2013
MRN cubed, LLC May 2010 - May 2011
Tango Lending July 2008 - December 2008
Credit Suisse February 2001 - May 2008
MGIC 1993 - 2001
Education
Northwest Missouri State University 1977 — 1979
BS, Mathematics
University of Pennsylvania
MA, Public Policy
George K. Baum & Company February 2014 - Present
Knight Capital Group February 2012 - April 2013
MF Global August 2011 - February 2012
Braver Stern / CRT Capital September 2010 - August 2011
Credit Suisse March 2008 - September 2010
WaMu 2005 - 2008
Countrywide 2002 - 2004
Skills
Trading, Fixed Income, Structured Products, Series 7, MBS, Bonds, ABS, Bloomberg, Debt, Residential Mortgages, Mortgage, Structured Finance, Structuring, Securitization, Series 63, Securities, Capital Markets, CMBS, CDO, Credit Derivatives, Loans, Hedging, Hedge Funds, Mortgage Lending, Poker, Options, Financial Risk, Alternative Investments, Equities, Portfolio Management, Asset Management, Financial Markets, Equity Derivatives, Swaps, CDS
Education
NYU School of Professional Studies
Real Estate
New York University - Leonard N. Stern School of Business 1991 — 1995
Bachelor of Science (BS), Finance and International Business
Brooklyn Technical High School 1987 — 1991
Regents, Chemistry
UBS Wealth Management January 2014 - September 2014
UBS Wealth Management January 2013 - January 2014
UBS Wealth Management November 2008 - December 2012
Credit Suisse March 2008 - November 2008
Skills
Financial Modeling, Fixed Income, Financial Analysis
Education
Northwestern University 2003 — 2007
B.A., Biological Sciences - Human Biology
Credit Suisse August 2010 - Present
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Pennsylvania 1994 — 1998
BS, Economics
University of Pennsylvania - The Wharton School 1994 — 1998
St. Mark's School of Texas 1990 — 1994
Credit Suisse Internal Audit & Business PlanningSara LeeSeptember 1997 - October 2000
Ernst & Young January 1995 - August 1997
Education
Northwestern University - Kellogg School of Management 1999 — 2002
Livingstone April 2014 - Present
Millennium Bank 2007 - Present
Livingstone Partners June 2013 - March 2014
Credit Suisse July 2011 - June 2013
Svoboda Capital Partners,LLC 2007 - 2009
William Blair and Company 2005 - 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Valuation, Private Equity, Capital Markets, Financial Analysis, Equities, Due Diligence, Investments, Mergers & Acquisitions, LBO
Education
Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Finance
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Goldman Sachs September 2013 - Present
Goldman Sachs March 2011 - Present
Goldman Sachs March 2008 - August 2013
Goldman Sachs November 2005 - February 2008
Credit Suisse September 1999 - November 2005
Squadron, Ellenoff, Plesent & Sheinfeld January 1999 - September 1999
Willkie Farr & Gallagher LLP September 1995 - December 1998
Skills
Private Equity, Hedge Funds, Capital Markets, Securities, Venture Capital, Investment Banking, Alternative Investments, Mergers & Acquisitions, Equities, Derivatives, Due Diligence, Fixed Income, Structured Finance, Corporate Finance, M&A experience, Asset Management, Trading, Valuation, Bloomberg, Emerging Markets
Education
Northwestern University
Bachelor of Science (BS), Communications Studies
University of Chicago Law School
Juris Doctor
Table 21 Capital June 2011 - Present
JP Morgan Securities October 2009 - May 2011
Credit Suisse 2001 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2001
Skills
Hedge Funds, Asset Management, Investment Banking
Education
Northwestern University - Kellogg School of Management
Steinberg Asset Management November 2010 - Present
Pyramis Global Advisors September 2008 - May 2010
Credit Suisse 2007 - 2008
Citigroup 2001 - 2007
JPMorgan Chase 1994 - 2001
Bankers Trust 1992 - 1994
Skills
Hedge Funds, Investments, Equities, Asset Managment, Alternative Investments, Fixed Income, Investment Management, Asset Management, Series 63, Capital Markets, Fund Of Funds, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Northwestern University 1988 — 1992
Bachelor of Arts, History
Perry Ellis International June 2012 - Present
Goldman Sachs 2011 - 2012
Arden Asset Management 2009 - 2011
Credit Suisse 2007 - 2009
Citigroup 2006 - 2006
Skills
Mergers & Acquisitions, Investment Banking, Structured Products, Capital Markets, Due Diligence, Brand Licensing, Licensing Agreements, Licensing Negotiations, Brand Development, Business Development, Apparel
Education
Northwestern University 2003 — 2007
BS, Mechanical Engineering and Economics, double major
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing
Booz Allen Hamilton July 2012 - July 2014
Booz Allen Hamilton July 2011 - July 2012
Booz Allen Hamilton July 2010 - July 2011
U.S. Department of Justice 2009 - 2010
Credit Suisse 2008 - 2008
Skills
Financial Modeling, Management Consulting, Due Diligence, Valuation, Corporate Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (B.S.), Economics
Wells Fargo May 2015 - Present
Deutsche Bank September 2013 - May 2015
Credit Suisse May 2011 - September 2013
Deutsche Bank June 2007 - May 2011
Hewlett-Packard November 2006 - May 2007
Skills
Red Hat Linux, Unix, Technical Support, Solaris, Virtualization, Solaris Volume Manager, Disaster Recovery, Veritas Cluster Server, Cluster, Veritas Volume Manager, Unix Shell Scripting, High Availability, Shell Scripting, SAN
Education
Northumbria University 2003 — 2004
MSc, Optoelectronics and Communication Systems
University of Pune 1996 — 2001
Bachelor's degree, Electrical, Electronics and Communications Engineering
Grosvenor Capital Management, L.P January 2014 - Present
Credit Suisse August 2010 - December 2013
Zurich Financial Services September 2001 - August 2010
Goldman Sachs December 1997 - September 2001
Kirkland & Ellis LLP August 1995 - November 1997
Commercial Union Capital Corporation June 1986 - January 1991
Skills
Real Estate, Corporate Finance, Private Equity, Alternative Investments, Financial Modeling, Mergers & Acquisitions, Due Diligence, Capital Markets, Asset Management, Hedge Funds, Investments, Loans, Mergers, Portfolio Management, Valuation, Venture Capital, Equities, Investment Banking, M, Securities
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MBA, Finance
Northwestern University School of Law 1991 — 1995
JD, Law
University of Rochester 1981 — 1985
Bachelor of Arts (B.A.), Biology and History
Stuyvesant High School 1978 — 1981
High School
Credit Suisse December 2010 - Present
Credit Suisse December 2005 - December 2010
Associated Financial Corp April 2004 - December 2005
Churchill Management Group September 2001 - September 2003
Skills
Banking, Fixed Income
Education
Occidental College 1998 — 2001
Morgan Stanley May 2015 - Present
Credit Suisse May 2013 - April 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2011 - May 2013
Education
University of Chicago Booth School of Business 2007 — 2011
M.B.A., Finance/Accounting
University of Chicago Law School 2007 — 2011
J.D., Law
Northwestern University 2001 — 2005
B.A., Economics
Credit Suisse August 2007 - Present
UBS Investment Bank 2005 - 2007
Morgan Stanley 1991 - 2005
Education
Northwestern University
BS, Econ
Point72 Asset Management, L.P. November 2014 - Present
The Carlyle Group August 2012 - October 2014
Credit Suisse July 2011 - August 2012
Education
Northwestern University 2007 — 2011
BA, Economics
bigbyte software systems, inc. May 2011 - Present
JumpStart Wireless October 2009 - Present
Credit Suisse January 2006 - January 2009
Credit Suisse September 2000 - December 2005
Skills
Fixed Income, Technical Analysis, Bonds, Trading, Finance, New Business Development, Trading Strategies, Business Development
Education
Northwestern University
Bachelor's Degree, Economics and Computer Studies
UBS Investment Bank November 2010 - Present
Sterling National Bank April 2010 - January 2011
Credit Suisse 2000 - 2008
LaSalle Bank 1996 - 2000
PNC Mortgage 1988 - 1996
Skills
Mortgage Lending, Portfolio Management, Risk Management, Finance, Management, Credit Risk, Private Equity, Due Diligence, Credit, Financial Analysis, Hedge Funds, Loans, Trading, Structured Products, Valuation, Banking, Investments, Mortgage Banking, Capital Markets, Underwriting, Relationship Management, Mergers & Acquisitions, Loan Origination, Residential Mortgages, Operations Management, Financial Structuring, Bloomberg, Asset Based Lending, Funding, Fixed Income, Financial Modeling, Bonds, Credit Analysis, Securitization, Asset Management, Equities, Product Development, Structured Finance, Securities, Derivatives, Real Estate Economics, Investment Banking
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance and Marketing
The University of Chicago 1978 — 1982
BA, Economics
UBS Investment Bank February 2000 - Present
UBS investment bank 2000 - 2009
Lehman Brothers Bank July 1997 - January 2000
BHF-BANK 1995 - 1997
Credit Suisse 1991 - 1995
JP Morgan 1989 - 1991
JP Morgan 1989 - 1991
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
Skills
Investment Banking, Loans, Risk Management, High Yield, Leveraged Finance, Capital Markets, Management, Hedge Funds, Capital Structure, Fixed Income, Private Equity, Derivatives
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance and Accounting
University of Richmond - Robins School of Business 1982 — 1986
BS, Finance
Staples High School
Brunswick Corporation September 2014 - Present
Credit Suisse July 2013 - July 2014
Credit Suisse June 2012 - August 2012
United States Marine Corps January 2008 - June 2011
Skills
Military Operations, Military Experience, Military, Security Clearance, Financial Analysis, Marketing
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA
University of Illinois at Urbana-Champaign 2002 — 2006
BA, Economics
Credit Suisse July 2006 - Present
Education
Northwestern University 2002 — 2006
Bachelors, Mathematics, Economics
Credit Suisse June 1999 - Present
US Army June 1992 - June 1997
Skills
Leadership, Strategic Planning, Program Management, Process Improvement, Cross-functional Team..., Operations Management, Team Building, Military, Team Leadership, Security Clearance, Risk Management, Fixed Income, Equities, Strategy, Capital Markets
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MMM, Finance, Manufacturing
United States Military Academy at West Point 1988 — 1992
BS, Electrical Engineering
San Luis Obispo Chamber of Commerce July 2011 - Present
SLO Chamber of Commerce November 2007 - July 2011
The Tribune January 2006 - November 2007
Credit Suisse November 2000 - March 2004
Worldly Investor January 2000 - November 2000
International Financing Review June 1996 - January 2000
Investment Dealers Digest June 1995 - June 1996
Skills
Media Relations, Public Relations, Press Releases, Event Planning, Public Speaking, Grant Writing, Strategic Planning, Budgets, Community Outreach, Social Media, Marketing Communications, Fundraising, Nonprofits, Journalism, Economic Development, Copywriting, Customer Service, Social Networking, Marketing, Entrepreneurship, Marketing Strategy, Community Development, Newsletters, Blogging, Social Media Marketing, Leadership
Education
Northwestern University 1991 — 1995
B.S., Journalism, Economics
MFS Investment Management June 2015 - Present
Itaú BBA August 2012 - June 2013
Credit Suisse January 2011 - August 2012
Credit Suisse July 2008 - January 2011
Skills
Valuation, Bloomberg, Fixed Income Analysis, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Investment Banking, Financial Modeling, Equities, Alternative Investments, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2004 — 2008
BA, Economics
Credit Suisse 2009 - 2011
UBS Investment Bank 2005 - 2009
Calyon 2003 - 2005
Credit Agricole Indosuez 1997 - 2003
Credit Agricole 1993 - 1997
Bank of Boston 1988 - 1993
Skills
Fixed Income, Valuation, Risk Management, Trading, Risk, Governance, Market Risk, Business Management, Enterprise Risk..., Operational Risk, Project management, Process Management, Financial Risk, Investment Banking
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA
Penn State University 1979 — 1983
BS
Credit Suisse 1989 - 2001
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Trinity College-Hartford
Bachelor's Degree, Economics
JPMorgan Chase September 2013 - Present
Fordham Law School 2007 - Present
Credit Suisse January 2013 - September 2013
Credit Suisse 2012 - 2013
Credit Suisse 2009 - 2012
Credit Suisse 2007 - 2009
Mitsui & Co., Ltd. 2005 - May 2007
Cravath, Swaine & Moore LLP September 2003 - 2005
Skills
Emerging Markets, Investments, Mergers, Investment Banking, Broker Dealer Regulation, Latin America, Compliance, Finance, Mergers & Acquisitions, Portfolio Management, Management, Commercial Lending, Structured Finance, Negotiation, Legal Writing, Financial Structuring, Licensing, Credit, Trading
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Finance and Accounting
Northwestern University School of Law 2000 — 2003
JD/MBA
Credit Suisse March 1993 - Present
Education
Thunderbird School of Global Management 1982 — 1983
MBA, International Finance
Nyenrode Business University 1979 — 1982
BBA, Business Administration
Bank of America August 2002 - Present
55 Liberty St Board 2002 - 2005
Bank of New York Mellon May 2000 - August 2002
Citadel Investment Group April 1998 - March 2000
JPMorgan February 1997 - April 1998
Summit Systems February 1996 - February 1997
Credit Suisse 1993 - 1996
Citadel Investment Group January 1992 - March 1993
IBM February 1986 - January 1992
Skills
Capital Markets, Risk Management, Trading, Risk, Fixed Income, Derivatives, Equity Derivatives, Options, Financial Modeling, Trading Systems, Credit Derivatives, Financial Risk, Equities, Interest Rate..., Swaps, Quantitative Finance, Prime Brokerage, Investment Banking, Hedge Funds, Market Risk, Middle Office, Market Data, Securities, Bloomberg, Financial Markets, FX Options, Bonds, Portfolio Management, Asset Managment, Credit Risk, Electronic Trading, Alternative Investments, Collateral Management, Counterparty Risk, Reference Data, Emerging Markets, Commodity, MBS, ABS, Operational Risk, Basel II, Back Office, Credit, Valuation, Dodd-Frank, Financial Services, CDS, Sybase, Structured Products, Economic Capital
Education
Northwestern University
MS, Electrical Engineering
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, FInance
Trinity College-Hartford 1980 — 1984
BS Engineering
NAIC April 2005 - Present
Deutsche Bank March 1997 - August 2000
Credit Suisse October 1976 - March 1997
Education
Northwestern University 1968 — 1969
MBA, Finance
Northwestern University - Kellogg School of Management 1968 — 1969
MBA, Finance
University of Illinois at Chicago 1964 — 1968
BS, Economics
Russell Reynolds Associates August 2014 - May 2015
J.P. Morgan May 2013 - August 2014
Credit Suisse March 2006 - April 2013
Orlando Regional Healthcare System May 2005 - December 2005
Genicon August 2004 - May 2005
Sprint December 1999 - August 2004
Skills
Administrative..., Microsoft Word, Microsoft Excel, PowerPoint, Outlook, CRM
Education
Nova Southeastern University 2002 — 2003
Business Management
Berekeley College 1995 — 1998
Business Administration
Union County Vocational Technical Schools 1992 — 1994
Business Data Processing
Morgan Stanley Smith Barney July 2008 - Present
Bank Hapoalim August 2003 - March 2008
Credit Suisse December 2001 - May 2003
Education
Nova Southeastern University 1993 — 1995
MBA, Finance
Pontificia Universidad Javeriana
Economics, Business
Universidad del Rosario
Postgrade, Econometrics
Morgan Stanley Private Wealth Management June 2015 - Present
Barclays May 2010 - June 2015
HSBC Private Bank April 2005 - May 2010
Credit Suisse 1999 - 2005
Marakon 1996 - 1998
Marakon Associates 1996 - 1998
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MM, Economics
University of Iowa 1983 — 1987
B.A., History
The Tugboat Group September 2014 - Present
Ajent July 2012 - July 2014
TA Associates August 2009 - July 2012
Credit Suisse July 2007 - July 2009
Skills
Entrepreneurship, Private Equity, Analytics, Business Development, Leadership, Sourcing, Due Diligence, Mergers & Acquisitions, Finance, Portfolio Management, Venture Capital, Investment Banking, Equities
Education
Occidental College 2003 — 2007
Bachelor of Arts (BA), Economics
Citi October 2014 - Present
Sagent Advisors July 2013 - October 2014
Kellogg School of Management May 2012 - October 2012
Credit Suisse August 2012 - September 2012
Billow Butler & Co. June 2012 - August 2012
Dignitas June 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Regression Models
Education
Northwestern University 2009 — 2013
B.A., Mathematical Methods in the Social Sciences (MMSS) and Economics
White Oaks Secondary School 2007 — 2009
OSSD & International Baccalaureate (IB) Diploma, English & Literature A1 HL, Mathematics HL, Chemistry HL, Geography SL, French B SL, and Physics SL
Elsevier January 2014 - Present
Elsevier July 2013 - Present
Elsevier CPM Resource Center December 2011 - June 2013
Elsevier April 2009 - December 2011
Elsevier January 2007 - April 2009
The Boston Consulting Group 2001 - 2006
Credit Suisse 1997 - 1999
Rowohlt Verlage 1991 - 1993
Skills
Business Strategy, Strategy, Strategic Partnerships, Healthcare Information..., Healthcare, Strategic Planning, Management Consulting, Change Management, Program Management, Cross-functional Team..., Mergers, Competitive Analysis, New Business Development, Marketing Strategy, Product Management, Mergers & Acquisitions, Management, Team Leadership, Leadership, Business Development, Analytics, Product Marketing
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Strategy, Finance
The University of Edinburgh 1993 — 1997
MA (Hons), Modern History and Politics
Morgan Stanley October 2013 - Present
Credit Suisse 2007 - September 2013
Credit Suisse 2000 - 2007
Credit Suisse 1994 - 2000
Credit Suisse 1990 - 1994
Credit Suisse 1987 - 1990
Price Waterhouse Coopers 1985 - 1987
Skills
Asset Managment, Valuation, Due Diligence, Asset Management, Financial Modeling, Financial Analysis
Education
Hamilton College
BA, Liberal Arts
New York State
CPA
Northwestern University - Kellogg School of Management
Executive Education, Negotiation Strategies
Rutgers, The State University of New Jersey-Newark
MBA, Accounting
Marakon July 2014 - Present
Credit Suisse June 2012 - August 2012
Goldman Sachs March 2011 - June 2011
Glen View Club May 2005 - October 2009
Skills
Asset Management, Financial Analysis, Economics, Equity Research, Valuation, Financial Modeling, Finance, Data Analysis, Microsoft Excel, Management Consulting
Education
Northwestern University 2009 — 2013
BA, Magna Cum Laude, Economics and International Studies, Business Institutions
Collegium Hieronymi Pragensis 2011 — 2011
European Union Studies
Stanford University
JP Morgan February 2009 - Present
Goldman Sachs August 2003 - February 2009
Credit Suisse June 2002 - August 2002
NOW! AudioVideo March 1993 - June 2001
Northwestern Mutual October 1992 - March 1993
Congressional Budget Office August 1991 - October 1992
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Oberlin College 1987 — 1991
BA, Economics/Government
Chapel Hill High School 1983 — 1986
Credit Suisse November 1993 - Present
Education
Northwestern University - Kellogg School of Management 1983 — 1985
MBA, Accounting and Finance
CUNYfirst - Computing & Information Services - CUNY May 2013 - Present
Credit Suisse January 1996 - May 2013
NYC Department of Finance 1992 - 1994
Computer Associates, Inc 1989 - 1991
Drexel Burnham Lambert 1987 - 1988
New York City Health and Hospital Corporation 1986 - 1987
Group Health Incorporated 1981 - 1986
Skills
Investment Banking, Trading Systems, Derivatives, Middle Office, Fixed Income, Capital Markets, Prime Brokerage, Market Data, Reference Data, Interest Rate..., Sybase, Back Office, Structured Products, Equity Derivatives, Electronic Trading, Trading, Commodity, FX Options, Portfolio Management, Credit Derivatives, Equities, Hedge Funds, Swaps, Securities, Equity Trading, Bloomberg, Financial Markets, Bonds, Options, Securities Lending, VBA, Product Control, Exchange Connectivity, Financial Services, Private Equity, Collateral Management, Banking, Money Market, Risk Management, Disaster Recovery, Financial Institutions, Operational Risk, Asset Management, Low Latency, Market Risk, Alternative Investments, Financial Risk, CDS, Relationship Management, CRM
Education
St. Francis College 1979 — 1982
Finance
Nyack College
BS, Managment
Credit Suisse October 1998 - Present
Deutsche Bank Securities 1994 - 1998
Fiat USA 1990 - 1993
Savory Milln Securities 1986 - 1989
ABN AMRO Bank N.V. (Formerly Banque de Neuflize, Schlumberger Mallet) 1984 - 1986
Lepercq, de Neuflize Securities 1981 - 1984
Skills
Investor Relations, Investments, Securities, Marketing, Investment Banking, Hedge Funds, Financial Markets, Equities, Bloomberg
Education
NYU School of Professional Studies
Certificate in Fundraising, Non-Profit/Public/Organizational Management
Syracuse University
Bachelor of Arts (B.A.), French and Russian Languages
Credit Suisse 2006 - 2010
Skills
Airlines, Commercial Aviation, Aircraft, Commercial Aerospace, Transportation Finance, Aircraft Finance, Banking, Investment Banking
Education
Northwestern University - Kellogg School of Management 1974 — 1975
Master of Business Administration (M.B.A.)
ACE Group September 2013 - Present
BMO Capital Markets August 2011 - September 2013
Piper Jaffray August 2010 - August 2011
Sunridge Capital Advisors November 2007 - August 2010
Deutsche Bank September 2006 - November 2007
Merrill Lynch September 2005 - September 2006
Aon Benfield November 2001 - June 2003
Credit Suisse June 2000 - October 2001
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Insurance, Reinsurance, Corporate Development, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA) with Distinction, Accounting and Finance
Stanford University 1996 — 2000
Bachelor of Arts (BA), International Relations
HCL Technologies August 2014 - July 2015
HCL Technologies March 2013 - September 2014
HCL Technologies March 2011 - March 2013
Credit Suisse March 2006 - September 2010
Misys Healthcare Systems September 2005 - December 2005
Thomson Dialog January 2005 - August 2005
Refco June 2000 - September 2001
Skills
Financial Analysis, Account Reconciliation, Business Analysis, Accounting, Management, Finance, Leadership, Analysis, Equities, Fixed Income, Financial Services, Internal Audit, Investment Banking, Process Improvement, Consulting, Team Leadership, Team Management, Cross-functional Team..., Revenue Recognition, Transition Management, Quality Control, Quality Improvement, Business Process..., Account Management, Corporate Finance
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
BS, Accounting
Ocean County College 1999 — 2001
AS, Business Administration
Insight Equity July 2012 - Present
Dustex Systems October 2014 - Present
Kellogg School of Management September 2010 - June 2012
AEA Investors LP August 2008 - July 2010
Credit Suisse June 2006 - June 2008
Skills
Financial Modeling, LBO, Due Diligence, Operational Improvement, Refinancings, M&A execution, Deal Sourcing
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
UNC Chapel Hill
BSBA, Business / History
Woodberry Forest School
Credit Suisse 2005 - Present
Morgan Stanley 2003 - 2005
Island ECN 2000 - 2003
US Securities and Exchange Commission 1997 - 2000
Education
Northwestern University
BA
University of Iowa College of Law
JD
Intuitus Advisors LLC May 2011 - Present
Credit Suisse June 1987 - June 1999
Education
Kellogg Graduate School of Management 1985 — 1987
MBA, Finance Marketing
University of North Carolina at Chapel Hill 1979 — 1983
Business Administration
Jefferies & Company June 2012 - Present
Credit Suisse July 2008 - May 2012
Wells Fargo May 2004 - May 2008
Skills
Equity Research
Education
Kellogg Graduate School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
The Johns Hopkins University 1984 — 1988
Bachelor of Arts (B.A.), Political Economy
Blue Cross Blue Shield Association September 2014 - Present
bswift July 2013 - September 2014
Credit Suisse June 2012 - August 2012
UBS Financial Services, Inc. March 2012 - June 2012
Kellogg School of Management September 2010 - June 2012
Symphony Space June 2011 - September 2011
Pell Street Summer Mentorship Program June 2008 - August 2010
Education
Northwestern University 2010 — 2013
Bachelor of Arts
Stuyvesant High School 2005 — 2009
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Skills
C/C++, VBA, Matlab, Excel, Statistics, AMPL, Mathematica, Monte Carlo Simulation, Programming, Statistical Modeling, Mathematical Modeling, Data Analysis, Scanning Electron...
Education
Northwestern University
Doctor of Philosophy (Ph.D.), Industrial Engineering and Management Sciences
Northwestern University
Master's Degree, Economics
Family Investment Office May 2014 - Present
Columbus Hill Capital Management March 2010 - May 2014
Longacre Fund Management July 2005 - February 2010
Dolphin Equity Partners, LLP July 2000 - May 2003
Credit Suisse July 1998 - June 2000
Education
Kellogg Graduate School of Management 2003 — 2005
MBA, Analytical Finance
Trinity College-Hartford 1994 — 1998
BA, Economics
Millburn High School 1990 — 1994
Credit Suisse September 2012 - December 2014
Barclays Capital June 2010 - September 2012
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Economics and Mathematical Methods in the Social Sciences (MMSS)
Upper St. Clair High School 2002 — 2006
EQV Global August 2011 - March 2012
Barclays Capital May 2011 - August 2011
Merrill Lynch February 2011 - May 2011
Credit Suisse July 2009 - December 2009
Merrill Lynch March 2008 - July 2009
Deutsche Bank July 2007 - March 2008
Education
The Nottingham Trent University 2001 — 2005
Bachelor's degree, Economics
Credit Suisse May 2014 - Present
Wells Fargo Securities August 2009 - May 2014
Skills
Bloomberg, Derivatives, Financial Analysis, Investments, Risk Management, Equities, Capital Markets, Financial Modeling, Investment Banking, Valuation, Alternative Investments
Education
Northwestern University 2005 — 2009
Greenhill & Co. June 2015 - Present
Credit Suisse June 2014 - August 2014
Accenture June 2013 - August 2013
Education
Northwestern University 2011 — 2015
Bachelor's Degree, MMSS (Mathematical Methods in the Social Sciences) & Economics
Northwestern University - Kellogg School of Management 2013 — 2014
Kellogg Certificate Program for Undergraduates in Financial Economics
Deutsche Bank May 2014 - Present
Deutsche Bank March 2005 - May 2014
Credit Suisse March 1997 - February 2005
Salomon Brothers August 1994 - March 1997
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Capital Markets, IPO, Leveraged Finance, Private Equity, Healthcare Industry, Pharmaceutical Industry, Mergers, Due Diligence, Financial Modeling, Corporate Development, Venture Capital, Business Valuation, Equities, Corporate Finance, Strategic Planning, Financial Analysis, Strategy, Start-ups, Investments
Education
The University of Chicago - Booth School of Business 1992 — 1994
Master of Business Administration (MBA), Accounting and Finance
Northwestern University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
Credit Suisse June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Kellogg School of Management November 2012 - June 2013
Skills
Economics, Financial Modeling, Research, Data Analysis, Statistics, SPSS
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Environmental Science
Highland Park High School 2007 — 2011
Nova Southeastern University August 2004 - Present
Middlesex County College January 2002 - June 2004
Credit Suisse March 2000 - July 2001
Investors Bank & Trust May 1998 - December 1999
Skills
Higher Education, Research, Public Speaking, Student Affairs, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Teaching, Customer Service, Microsoft Word, Leadership
Education
Nova Southeastern University 2004 — 2007
Master of Science (M.S.), Criminal Justice and Public Administration
Boston University 1994 — 1998
Bachelor of Science (BS), Business Administation, International Business, and Organizational Behavior