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
Tencent July 2015 - Present
Peek.com October 2014 - December 2014
Amazon June 2014 - August 2014
Credit Suisse 2011 - 2013
UBS 2010 - 2011
The Berkeley Group 2009 - 2010
UBS 2009 - 2009
Haas School of Business, UC Berkeley 2008 - 2008
Merrill Lynch 2007 - 2008
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Emerging Markets, Private Equity, Chinese, Financial Analysis, Bloomberg, Data Analysis, Economics, Technology, Internet Services
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Management, Graduated with Honors
University of California, Berkeley 2006 — 2010
Bachelor of Arts, Economics, Minor in Chinese Language
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
The University of Hong Kong 2008 — 2008
Social Science, Economics
Credit Suisse June 2015 - Present
Grant Thornton LLP August 2011 - May 2014
Option Pit, LLC June 2010 - August 2010
Skills
Auditing, SEC filings, Sarbanes-Oxley Act, Accounting, US GAAP, CPA, Finance, Financial Statements, Internal Controls, GAAP, Assurance, External Audit, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, SEC Filings
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2011
Bachelor of Business Administration (B.B.A.); Masters in Professional Accounting, Accounting, Finance
KKR July 2014 - Present
Credit Suisse November 2012 - June 2014
Apache Corporation June 2011 - October 2012
Skills
Due Diligence, Mergers, Business Valuation, Microsoft Excel, Divestitures, Petroleum Economics, Oil & Gas Industry, Economics, Microsoft Office, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Bank of America July 2015 - Present
Incapture Technologies June 2014 - June 2015
Morgan Stanley May 2000 - September 2013
Barclays Capital 1998 - 2000
Credit Suisse October 1991 - October 1998
Salomon Brothers 1989 - 1991
Logica 1985 - 1989
Skills
Technology Management, Risk Management, Organizational..., Market Data, Project Management, Leadership, Program Management, Governance, Fixed Income, Investment Banking, Vendor Management, Management, Business Analysis, Software Development, Equities, IT Management, SDLC, Enterprise Architecture, Capital Markets, Project Portfolio..., Integration, Financial Risk, Financial Services, Operational Risk..., IT Strategy, Change Management, CRM, Enterprise Software, Business Continuity, Analysis, Banking, Trading Systems, Operational Risk, Infrastructure, Executive Management
Education
The University of Stirling 1981 — 1985
Bachelor's degree, Computer Science and Accountancy
The University of Texas at El Paso August 2013 - Present
Global Avenues May 2011 - August 2013
BNY Mellon May 2009 - May 2011
Credit Suisse March 2008 - May 2009
Avaya 2005 - 2007
Consultant September 2002 - July 2005
Solid State Electronics June 1996 - August 2000
Skills
Project Management, Program Management, Consulting, Project Delivery, Business Process..., Product Management, Outsourcing, Management Consulting, Management, Strategy, Market Research, CRM, Competitive Analysis, Project Planning, Leadership
Education
The University of Texas at El Paso 2013 — 2016
PhD in International Business, Marketing
Thunderbird School of Global Management 2000 — 2002
Master of Business Administration (MBA), International Business
Wunderkind Media & Technology October 2014 - Present
FireFly Space Systems October 2014 - Present
BabyBlog January 2008 - Present
Magnetic Sand Resources December 2012 - May 2014
Renaissance Capital January 2006 - November 2012
Citi September 2000 - May 2005
Salomon Smith Barney May 1999 - September 2000
Credit Suisse May 1997 - August 1997
Skills
Investment Banking, Emerging Markets, Corporate Finance, IPO, Valuation, Private Equity, Capital Markets, Mining, Equity Research, Business Strategy, Mergers & Acquisitions, Investor Relations, Equities, Venture Capital, Due Diligence, Equity Capital Markets, Fixed Income, Corporate Development, Private Placements, Business Valuation, Metals, Financial Structuring, Entrepreneurship, Project Finance, Debt, Coal, Mergers, LBO, Gold, Acquisitions, Financial Markets, Strategic Partnerships, Start-up Ventures, Internet Services, Digital Media, Iron Ore, Steel, Early-stage Startups, Mobile Internet, Social Media
Education
The University of North Dakota 1994 — 1998
Bachelor of Business Administration (B.B.A.), Banking and Financial Economics, Magna Cum Laude
Intelity June 2008 - Present
Orlando Sentinel July 2000 - June 2008
Credit Suisse June 1996 - July 2000
Skills
Strategy, Leadership, Entrepreneurship, Hotels, Customer Service, Quality Assurance, Software Development, Mobile Applications, SaaS, Integration, Product Management, Agile Methodologies
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Science, Audio Engineering
Bank of America Merrill Lynch August 2013 - June 2015
Credit Suisse January 2012 - August 2013
JobMeadow June 2010 - December 2011
Credit Suisse December 2008 - February 2009
Credit Suisse 2009 - 2009
Skills
SQL, PHP, HTML5, Photoshop, Microsoft Office, Valuation, Fundamental Research, IFRS, US GAAP, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2010
Bachelor of Commerce/Bachelor of Economics, Accounting, Finance, Economics
University of New South Wales 2006 — 2010
Bachelor of Commerce/Bachelor of Economics, Accounting, Finance, Economics
Barclays Investment Bank November 2013 - Present
Barclays Investment Bank May 2010 - November 2013
Credit Suisse July 2009 - December 2009
Goldman Sachs July 2008 - August 2008
Lehman Brothers July 2007 - August 2007
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Corporate Law, Capital Markets, Equity Research
Education
Universidad de Navarra 2003 — 2009
Administración y Dirección de Empresas, Finanzas
Universidad de Navarra 2003 — 2009
Derecho, Derecho Mercantil
Università Commerciale 'Luigi Bocconi' 2007 — 2007
Administración y Dirección de Empresas, Finanzas, Alumno de Intercambio
The University of Hong Kong 2005 — 2005
Administración y Dirección de Empresas, Marketing, Alumno de Intercambio
Credit Suisse October 2014 - Present
Vinson and Elkins October 2012 - October 2014
Skills
Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Investments, Legal Writing, Financial Analysis, Investment Banking, Capital Markets
Education
The University of Texas School of Law 2009 — 2012
JD
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Credit Suisse June 2014 - August 2014
Actinver June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Team Leadership, Financial Analysis, FactSet, Bloomberg, Investment Banking
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Denham Capital 2013 - Present
The Boston Consulting Group 2011 - 2013
Credit Suisse June 2010 - August 2010
HPI Real Estate Services & Investments May 2009 - August 2009
Skills
Financial Modeling, Valuation, Energy, Strategy, Financial Analysis, Oil & Gas Industry, Due Diligence, Corporate Development, Management Consulting, Private Equity, Corporate Finance, Mergers & Acquisitions, Business Strategy, Organizational Design, Offshore Oil & Gas
Education
The University of Texas at Austin 2006 — 2011
BA, BBA, Plan II Honors, Finance
Highland Park High School 2002 — 2006
Vista Equity Partners August 2015 - Present
Management Leadership for Tomorrow May 2014 - Present
Credit Suisse June 2015 - August 2015
Vista Equity Partners September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Cappello Capital Corp. June 2013 - August 2013
Fulcrum Capital August 2012 - December 2012
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Office, PowerPoint, Economics, Valuation, Mergers & Acquisitions, SAS, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA), Business Honors, Finance, Economics
Kayne Anderson Capital Advisors August 2014 - Present
Credit Suisse June 2013 - July 2014
Credit Suisse June 2012 - August 2012
Focus Strategies May 2011 - December 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2013
Master in Professional Accounting (MPA)
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Suisse April 2015 - Present
GulfStar Group July 2014 - March 2015
Westlake Securities May 2013 - April 2014
Prestige Economics December 2012 - May 2013
Education
The University of Texas at Austin 2010 — 2014
BA, Economics
St. John's School
Houston, Texas
GCA Savvian July 2013 - Present
Credit Suisse July 2011 - July 2013
Brown Brothers Harriman August 2005 - February 2009
Skills
Healthcare, Capital Markets, Financial Modeling, Investment Banking, Investments, Fixed Income, Financial Analysis, Private Equity, Due Diligence, Valuation, Strategy, Finance
Education
The University of Texas at Austin
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (BA), Mathematics
Kentucky Country Day
High School
Credit Suisse June 2015 - Present
Antero Resources January 2014 - July 2014
Antero Resources May 2012 - August 2012
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master of Science (M.S.), Finance (Energy Emphasis), GPA: 3.98
University of Notre Dame 2009 — 2013
Bachelor of Science (B.S.), Environmental & Biological Sciences, Magna Cum Laude, GPA: 3.84
University College Dublin
Bachelor of Science (B.S.), Environmental Microbiology, GPA: 3.95
Regis Jesuit High School 2005 — 2009
The Group Research, LLC May 2015 - Present
Odebrecht October 2012 - May 2015
VectorGlobal Wealth Management Group May 2011 - August 2012
Inter-American Development Bank June 2004 - June 2005
Credit Suisse January 1998 - January 2003
TozziniFreire Advogados 1995 - 1997
Skills
Investment Banking, Private Equity, Venture Capital, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Capital Markets, Portfolio Management, Due Diligence, Legal Compliance, Legal Advice, Legal Issues, IPO, Investments, Private Placements, Equities, Corporate Finance, Financial Advisory, Emerging Markets, Financial Structuring, Structured Finance, Finance, Due diligence
Education
University of Miami - School of Business 2005 — 2007
MBA
The University of Texas at Austin 2003 — 2004
School of Law
Universidade de São Paulo 1991 — 1996
Jurisdoctor
Colégio Santo Américo
High School
EIG Global Energy Partners October 2013 - Present
Credit Suisse April 2012 - September 2013
Goldman Sachs June 2011 - August 2011
Education
The University of Texas at Austin
Finance
Ernst & Young August 2011 - Present
Deloitte UK April 2006 - May 2011
Credit Suisse March 2004 - April 2006
ABN AMRO November 2003 - February 2004
KPMG Australia June 2000 - October 2003
Skills
Financial Modeling, Corporate Finance, Valuation, Finance, Restructuring, Accounting, Analysis, Financial Analysis, Risk Management, Business Strategy, Financial Services, Derivatives, Fixed Income, Cash Flow Forecasting, Financial Structuring, SQL, Microsoft SQL Server, Oracle SQL Developer, SAP ERP
Education
Chartered Financial Analyst Program 2005 — 2007
CFA, Chartered Financial Analyst
Institute of Chartered Accountants Australia 2001 — 2003
CA, Institute of Chartered Accountants Australia
The University of Queensland 1997 — 2000
Bachelors, Commerce and Economics
Brisbane State High School 1992 — 1996
High School, OP 1 and Core Skills A
Credit Suisse November 2009 - Present
Ernst & Young February 2006 - November 2009
Skills
Acquisitions, Mergers, Capital Markets, Leveraged Finance, Debt Restructuring, Due Diligence, Valuation, Business Modeling, Business Strategy, Project Finance, Financial Analysis, Qualified Chartered..., Investment Banking, Private Equity, Financial Modeling, M&A experience, IPO, LBO, Mergers
Education
Institute of Chartered Accountants in Australia 2006 — 2008
Chartered Accountants Program / Graduate Diploma (ICAA), Accounting
The University of Queensland 2003 — 2005
Bachelor of Commerce (B.Com.), Accounting and Finance
Ipswich Grammar School
Citi September 2014 - Present
Citi August 2012 - Present
Citi May 2008 - Present
Citi May 2003 - May 2008
Citi September 2000 - May 2003
Credit Suisse 1997 - 1998
Skills
Risk Management, Portfolio Management, Credit Analysis, Derivatives, Corporate Finance, Risk Analysis, Loans, Risk Mitigation, Commodity Risk..., Due Diligence, Energy, Oil & Gas Industry, Banking, Credit Risk, Credit, Commercial Banking, Financial Risk, Capital Markets, Financial Modeling, Fixed Income, Finance, Investment Banking, Structured Finance, Equities
Education
The University of Texas at Austin 1998 — 2000
MBA, Finance
Trinity University 1990 — 1994
BA, Political Science
Credit Suisse January 2013 - August 2015
Firma „ART-STORE” // artgeist Sp.zo.o. in Breslau September 2011 - January 2013
Education
Uniwersytet Wrocławski 2013 — 2014
Postgraduate Studies, Publishing Studies
Georg-August-Universität Göttingen 2011 — 2012
German Studies
Uniwersytet Wrocławski 2010 — 2012
Master's degree, German Studies
Uniwersytet Wrocławski 2007 — 2010
Bachelor's degree, German Studies
Future Electronics December 2014 - Present
Martin Sprocket & Gear December 2010 - November 2014
Dallas Soma Care October 2003 - May 2011
Credit Suisse June 2001 - September 2001
Skills
Sales, Account Management, Sales Management, New Business Development, Logistics, Sales Operations, B2B, Negotiation, Leadership, Key Account Management, Pricing, Team Building, Marketing Strategy, Marketing, Product Development, Time Management, Strategic Planning, Conflict Resolution, Operations Management, Content Management, Research, Export, Adobe Design Programs, MS Excel Pivot Tables
Education
Georgetown University 1999 — 2001
BA, Economics
The University of Texas at Arlington 1998 — 1999
Interdisciplinary Studies
Kings Point Capital Management April 2014 - Present
Credit Suisse November 2013 - March 2014
Lazard Capital Markets August 2011 - October 2013
J.P. Morgan Asset Management July 2008 - July 2011
Skills
Equity Research, Financial Modeling, Equities, Valuation, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2007
Finance, BBA with High Honors
SecondMarket, Inc. March 2009 - Present
Credit Suisse 2005 - 2009
Deutsche Bank 2003 - 2005
Bear Stearns 1999 - 2003
Goldman Sachs 1997 - 1999
Education
The University of Texas at Austin
Berger Legal LLC September 2014 - Present
Credit Suisse 1999 - 2012
Cleary Gottlieb Steen & Hamilton LLP September 1989 - October 1999
Skills
public company..., Corporate Governance, Securities Exchange Act..., Cross-border..., Advising on and..., Financial Reporting, finanancial regulation, Capital Markets, Investment Banking, Due Diligence, IPO, Private Placements, Finance, Financial Services
Education
The University of Texas at Austin
Doctor of Law (J.D.)
The University of Texas at Austin
Bachelor of Science (B.S.), Radio-Television-Film
Credit Suisse January 2015 - Present
Credit Suisse August 2011 - December 2014
Credit Suisse July 2010 - August 2011
Credit Suisse June 2009 - September 2009
Skills
Leadership, IT Management, Coaching, PMO, Management, Investment Banking, Strategy
Education
The University of Manchester 2007 — 2010
Information Technology Management for Business
The Oratory School 1999 — 2006
A-Level Maths, Physics, Economics
Altpoint Capital Partners September 2012 - Present
Credit Suisse July 2010 - September 2012
Focus Strategies January 2010 - October 2010
Credit Suisse June 2009 - August 2009
Sponsors for Educational Opportunity 2009 - 2009
GE June 2008 - August 2008
Skills
Mergers & Acquisitions, Microsoft Office, Bloomberg, Financial Modeling, Capital IQ, Investment Banking, Private Equity, Valuation, Factset, Accounting, Recruiting, Financial Analysis, Capital Markets, Equities, Due Diligence, Fixed Income, Investments, Microsoft Excel, Hedge Funds, Bloomberg Terminal, Financial Reporting
Education
The University of Texas at Austin 2005 — 2009
BA, Economics
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
School for International Training
Economics
Klein High School
Klein High School
Credit Suisse September 2014 - Present
GulfStar Group May 2013 - August 2014
BBVA Compass June 2012 - August 2012
Asterra Properties May 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2013
BBA, Finance
Winter Park High School 2005 — 2009
Lime Rock Partners April 2007 - Present
Peregrine Oil and Gas 2004 - 2007
Harrison & Lovegrove 2002 - 2004
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2002
Kidder Peabody 1991 - 1996
Texas Commerce Bank / Chemical Bank 1986 - 1989
Skills
Private Equity, Mergers, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investments, Financial Modeling, LBO, Corporate Development, Investment Banking, Energy
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1982 — 1986
Bachelor of Arts (BA), Economics
NorTex Midstream LLC June 2012 - January 2013
Citi May 2009 - June 2012
Credit Suisse September 2008 - May 2009
Lehman Brothers January 2008 - August 2008
Skills
Trading, Financial Modeling, Derivatives, Commodity Markets, Commodity, Natural Gas, Energy, Swaps, Fixed Income, Gas, Energy Industry, Oil/Gas, Middle Office, Settlement, Risk Management, Analysis
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Science (BS), Communication and Media Studies
james e taylor high school 1996 — 2000
Merrill Lynch March 2014 - Present
Credit Suisse March 2012 - March 2014
Goldman Sachs February 2007 - March 2012
Skills
Series 7, Series 63, Series 65
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
BBA, Finance & Marketing
The Bolde, Inc. May 2014 - Present
Evercore Partners August 2012 - Present
Microsoft March 2008 - August 2012
UBS Investment Bank February 2006 - March 2008
UBS Investment Bank February 2002 - February 2006
Oliver Wyman & Co. March 2000 - April 2002
Credit Suisse 1998 - 2000
Industry Canada 1996 - 1998
Skills
Vendor Management, Content Strategy, Community Engagement, SharePoint, content curation, Content Marketing, Information Literacy, Social Enterprise, Curating, Program Management, Investment Banking, CRM, Content Management, Management, Enterprise Software, Analysis, Market Research, Visio, Process Improvement, Project Management, Consulting, Analytics, Competitive Intelligence, Training, Mergers & Acquisitions, Strategy
Education
The University of Western Ontario 1996 — 1997
MIS
The University of Western Ontario 1994 — 1995
MA
The University of Lethbridge 1989 — 1994
BA
UBS March 2009 - Present
Credit Suisse May 1997 - March 2009
Hawaiian Trust Company September 1995 - May 1997
Norwest Investment Management March 1993 - September 1995
Hawaiian Trust Company October 1989 - March 1993
First Republic Asset Management June 1987 - October 1989
M Bank May 1984 - June 1987
Kidder Peabody, Executive Corporate Services November 1983 - May 1984
Education
Chartered Financial Analyst 1986 — 1988
CFA
University of Houston 1978 — 1980
BBA, Finance, Investments
The University of Texas at Austin 1975 — 1977
Finance, Investments
Credit Suisse October 2010 - Present
createthe group llc July 2003 - Present
JP Morgan March 2004 - November 2009
Merrill Lynch August 1996 - February 2004
Bankers Trust July 1989 - July 1996
K3 Group September 1986 - June 1989
Skills
Derivatives, Equity Derivatives, Equities, Risk Management, Risk, Trading Systems, Capital Markets, Financial Markets, Options, Electronic Trading, Equity Trading, Securities, Market Making, Business Strategy, Vendor Management, Interest Rate..., Trading
Education
The University of Hull 1983 — 1986
BSc, Electronic Engineering
HighQ May 2014 - Present
S&P Capital IQ July 2012 - April 2014
CDO Software 2005 - 2012
Mizuho International 2002 - 2005
Deutsche Bank 2001 - 2001
Sanwa International 2000 - 2001
Deustche Bank 1999 - 2000
Credit Suisse 1999 - 1999
Goldman Sachs 1998 - 1999
BZW (Barclays de Zoete Wedd) 1997 - 1998
Skills
Fixed Income, Risk Management, Structured Products, Investment Banking, Derivatives, Corporate Finance, Capital Markets, Credit Derivatives, Business Strategy, Strategic Partnerships, Sales, Technology Transfer, Due Diligence, Private Equity, Structured Finance, Credit Risk, Financial Services, Financial Risk, Market Risk, Business Development, Credit, Entrepreneurship, Leveraged Finance, Investments, Equities, Management, Mergers & Acquisitions
Education
University of Manchester - Institute of Science and Technology 1994 — 1997
BSc, Management Sciences
City of London School 1992 — 1994
Relias Learning January 2015 - Present
Self employed July 2014 - Present
Credit Suisse July 2007 - July 2014
Visual Art Exchange 2011 - 2014
Visual Art Exchange 2011 - 2014
School of Communication Arts October 2005 - June 2007
McKinney & Silver 2005 - 2006
Redstorm Entertainment 1998 - 2000
Skills
Illustrator, Flash, InDesign, Posters, Graphic Design, Drawing, Image Manipulation, Photography, Photoshop, Digital Art, Graphics, Fine Art, Art Direction, PowerPoint, CD covers, Painting, Adobe Creative Suite, Video Editing, Art, Creative Direction, Illustration, Logo Design
Education
East Carolina University
BFA
The University of New Mexico
MFA
The University of New Mexico
Master of Fine Arts (MFA)
Morgan Stanley June 2013 - Present
Morgan Stanley China January 2011 - June 2013
Morgan Stanley March 2004 - December 2010
Bank of America February 2002 - March 2004
Credit Suisse January 2001 - February 2002
Deutsche Bank June 1997 - December 2000
N.M. Rothschild and Sons April 1996 - June 1997
UMIST September 1991 - June 1995
Skills
Derivatives, Commodity Markets, Hedge Funds, Precious Metals, Fixed Income, Structured Products, Private Equity, Emerging Markets, Trading
Education
University of Manchester - Institute of Science and Technology 1991 — 1995
Master of Physics (M.Phys.), Physics (with French), First Class Honors
The Energy & Minerals Group December 2011 - April 2015
The Energy & Minerals Group May 2010 - December 2011
Credit Suisse July 2008 - May 2010
Credit Suisse July 2005 - June 2008
Bank of America May 2004 - August 2004
The Greening Law Firm September 2000 - October 2003
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA
Redwood High School, Larkspur, CA 1996 — 2000
Credit Suisse January 2013 - Present
Credit Suisse May 2008 - January 2013
ING February 2008 - May 2008
Societe Generale March 2007 - January 2008
Barclays Capital November 2006 - March 2007
Education
Manchester University 2002 — 2005
BA (Hons), Modern History with Economics
Netherhall School 1994 — 1999
Credit Suisse July 2015 - Present
Skills
JavaScript, AngularJS, AJAX, jQuery, HTML5, Hybrid Apps, CSS, MySQL, PHP, JSP, Java, Hibernate, Python, MongoDB, JSON, Web Services, Maven, AccuRev, Web Development, Unix
Education
The University of Texas at Dallas 2008 — 2010
Master of Science (M.S.), Computer Software Engineering, 3.85/4
VJTI 2003 — 2007
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, 3.7/4
Deutsche Bank July 2015 - Present
Body Oasis January 2012 - Present
The White House September 2014 - December 2014
U.S. Attorney's Office September 2014 - December 2014
Deutsche Bank June 2014 - August 2014
Accenture October 2013 - November 2013
Credit Suisse April 2013 - September 2013
Brewer, Attorneys & Counselors June 2013 - August 2013
Morgan Stanley March 2012 - March 2012
Key Club International September 2006 - June 2010
Skills
Microsoft Office, Bloomberg Terminal, Mathematica, Capital IQ, Westlaw, Lexis, Stata, Strategy, Analysis, Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Public Speaking, Investment Banking, Bloomberg, Leadership, Corporate Finance, Social Media
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science, Double Major in Finance and Politics, Minor in Math
Investment Banking Institute 2013 — 2013
IB Training, Investment Banking
New York University London 2012 — 2012
Study Abroad, Business Administration and Management, General
The University of Hong Kong 2012 — 2012
International Business Exchange, Economics and Finance, 4.0/4.3
BofA Merrill Lynch August 2015 - Present
Nomura May 2011 - May 2015
Credit Suisse June 2007 - April 2011
BofA Merrill Lynch April 2002 - June 2007
BrainSpark Media (BrainSpark, Inc.) April 1998 - February 2001
Skills
Private Equity, Equities, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Portfolio Management, Valuation, Asset Management, Investments, Financial Modeling, Alternative Investments
Education
The University of Manchester 1993 — 1996
BA Econ, Economics
Brooklyn Translation Works LLC 2013 - Present
Thieme Publishers 2015 - Present
Credit Suisse 2008 - 2013
OmniLingua Worldwide, LLC 2004 - 2008
Siemens Healthcare 2001 - 2004
Ampira Media 2000 - 2001
Education
New York Universtiy 1990 — 1999
Ph.D., German Language and Literature
Freie Universität Berlin 1994 — 1996
non-degree, Ph.D. Studies
The University of Texas at Austin 1986 — 1989
B.A., English Literature
Credit Suisse March 2015 - Present
Kepner-Tregoe 2013 - February 2015
GlaxoSmithKline 2013 - 2013
GlaxoSmithKline 2011 - 2012
GlaxoSmithKline 2009 - 2011
GlaxoSmithKline 2008 - 2009
GlaxoSmithKline 2007 - 2008
DVA Consulting (Contractor) 2006 - 2007
IBM 2003 - 2005
IBM 2001 - 2003
Skills
Incident Management, ERP, Problem Management, IT Service Management, ITIL, Management, Kepner-Tregoe, SAP, Process Improvement, SAP Basis, Computer System..., 21 CFR Part 11, GxP, Change Management, PMP, MS Project, AIX, DB2, IT Operations, Service Delivery, Program Management, Service Management, Quality Assurance, Cross-functional Team..., Disaster Recovery, CRM, Data Migration, Testing, Creative Problem Solving, Problem Solving, Problem Analysis, Business Process, Project Management, IT Strategy, Business Process..., Business Transformation
Education
The University of Glasgow
B.Sc.(Hons), Mathematics
The University of Glasgow
M.Sc., Information Technology
Credit Suisse January 2015 - Present
Credit Suisse June 2014 - August 2014
Indie Capital May 2012 - August 2012
Skills
Equity Research, Investments, Data Analysis, Valuation, Corporate Finance, Financial Modeling, Investment Banking
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Finance
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Credit Suisse July 2015 - Present
McCombs School of Business August 2014 - May 2015
Credit Suisse June 2014 - August 2014
UTIMCO May 2013 - April 2014
Cambium Learning Group June 2012 - July 2012
Skills
Quickbooks, Excel, Word, PowerPoint, Financial Analysis, Microsoft Excel, Valuation, Microsoft Word, Financial Modeling, Financial Statement..., Access, Investments, Bloomberg, Accounting, Financial Accounting, Equity Research, Equities, Data Analysis, Finance, Research
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration, Finance, 3.97
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Fieldstone Partners May 2013 - August 2013
Skills
Financial Modeling, Bloomberg, Leadership, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Investment Banking, Teamwork
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Honors Program, Finance, Economics
Major Food Group June 2015 - Present
Riverstone Holdings LLC July 2013 - June 2015
Credit Suisse July 2011 - June 2013
APS Financial January 2010 - May 2010
Lance Armstrong Foundation May 2009 - August 2009
Skills
Investment Banking, High Yield, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Capital Markets, Private Equity, Equities, Fixed Income, Bloomberg, Investments, Data Analysis
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration & Bachelor of Arts, Finance, French, Plan II Honors
Université Jean-Moulin Lyon III
BA, French
Credit Suisse March 2014 - Present
CGI February 2012 - February 2014
HSBC January 2006 - January 2011
HSBC January 2005 - January 2006
HSBC InvestDirect (Canada) Limited January 2004 - January 2005
HSBC 2002 - 2004
Merrill Lynch HSBC Canada Inc. January 2001 - January 2002
Merrill Lynch HSBC Canada Inc. 2002 - 2002
Skills
Business Analysis, Wealth Management, Charles River IMS, Business Process, Product Management, Separately Managed..., Advisor Managed Accounts, Vendor Relationships, Trading Platforms, Fixed Income, Securities, Investments, Capital Markets, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, SDLC, Bonds, Options, Bloomberg, Electronic Trading..., Finance
Education
University of Toronto 1997 — 2001
Bachelor of Commerce, Finance
The University of Hong Kong 1999 — 2000
School of Business, Exchange Student
Equifax June 2009 - Present
The Seaport Group October 2008 - July 2009
Amherst Securities Group June 2004 - October 2008
Blaylock & Partners May 2003 - May 2004
National Western Life January 2003 - April 2003
The University of Texas at Austin August 2000 - December 2002
Texas Capital Markets March 1998 - August 2000
Bear Stearns 1993 - 1998
Credit Suisse 1991 - 1993
Franklin Savings Association 1988 - 1989
Skills
Credit Analysis, Residential Mortgages, Mortgage Lending, Fixed Income, Finance, Structured Finance, Capital Markets, Financial Modeling, MBS, Credit, Investment Banking, ABS
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania 1983 — 1986
BS Engineering, Computer Science and Engineering
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance
Bright Horizon Resources September 2013 - Present
Kayne Anderson Capital Advisors October 2010 - September 2013
Credit Suisse June 2008 - September 2010
Deutsche Bank 2006 - 2006
Wells Fargo Advisors 2005 - 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA and BA, Finance and Economics
Simmons & Company International September 2014 - Present
Barclays July 2013 - August 2014
Barclays June 2012 - August 2012
Credit Suisse January 2009 - July 2011
Morgan Stanley March 2008 - January 2009
Banc of America Securities June 2006 - January 2008
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
R1 Capital Management June 2015 - Present
Weiss Multi-Strategy Advisers October 2011 - December 2014
Glenview Capital Management December 2007 - April 2011
Credit Suisse July 2006 - November 2007
Lehman Brothers May 2005 - August 2005
Focus Strategies 2004 - 2005
Fowler Valuation Services, LC 2004 - 2004
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA, Finance, Accounting
Clarient Global LLC November 2014 - Present
Credit Suisse January 2012 - November 2014
Wipro Consulting February 2011 - December 2011
Wipro Consulting March 2009 - January 2011
Wipro Consulting September 2008 - February 2009
National Park Service June 2007 - August 2007
Colonial Oil October 2005 - May 2006
Rio Energy Corp December 2004 - September 2005
Rio Energy Corp February 2000 - November 2004
Skills
Project Management, Project Planning, Microsoft Office, Program Management, Managing Project Budgets, Budget Forecasts, Strategic Planning, Business Analysis, Strategy, Analysis, Budgets, Finance, Investment Banking, Financial Analysis, Marketing Strategy, Business Planning, Financial Risk, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA, Entrepreneurship
The University of Texas at Austin 1995 — 1999
BA, Finance
Credit Suisse February 2010 - Present
UBS Investment Bank June 2007 - 2009
Skills
Corporate Finance, Investment Banking, Emerging Markets, Capital Markets, Financial Modeling, Financial Markets, Finance, Structured Finance, Venture Capital
Education
Universidad de 'San Andrés'
Bachelor, Business Administration
The University of Texas at Austin
Exchange Student
Colegio Cardenal Newman
Mora Wealth Management November 2012 - Present
Beta Capital Management L.P. April 2001 - November 2006
Standard New York Securities, Inc. 2001 - 2006
Credit Suisse 2000 - 2001
Santander 1994 - 1999
Skills
Investments, Wealth Management, Private Equity, Asset Allocation, Alternative Investments, Series 7, Series 63, Series 65, Business Development, Spanish, New Business Development
Education
MSB, Georgetown University & ESADE Business School - Washington/Dubai/Madrid
Global Advanced Management Program
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1992
International Business
Citi July 2014 - Present
McCombs School of Business October 2013 - October 2014
Credit Suisse July 2011 - June 2014
PlainsCapital Bank March 2007 - July 2009
BBVA Compass October 2003 - March 2007
Education
The University of Texas at Austin 2009 — 2011
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin 1999 — 2003
Bachelor of Arts, Economics
Westlake High School 1995 — 1999
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities October 2010 - July 2014
Credit Suisse June 2008 - August 2008
Education
The University of Kansas 2005 — 2009
B.S., Finance
food52.com February 2012 - Present
Freshocracy.com June 2010 - January 2012
food52.com October 2010 - March 2011
The Walt Disney Company June 2009 - June 2010
IAC October 2007 - January 2009
IAC April 2004 - October 2007
Credit Suisse July 2001 - April 2004
Skills
Corporate Development, Strategic Partnerships, Financial Modeling, Venture Capital, Start-ups, Mergers, Entrepreneurship, Analytics, Digital Strategy, Strategy, Private Equity, Business Development, Business Planning, Mergers & Acquisitions, Cross-functional Team..., E-commerce
Education
University of Notre Dame 1997 — 2001
BBA
The University of Notre Dame Australia 2000 — 2000
Credit Suisse 2000 - Present
Skills
Enterprise Software..., Parallel and..., Open Source Stacks, Hadoop, MapReduce, HBase, Machine Learning, Natural Language..., Big Data Analytics, SciKit, R, Cloud Based..., B2B and B2C System..., SOA, SaaS, Business Workflow..., Lean Six Sigma, Electronic distribution..., Secure Authentication..., Offshore Software...
Education
University of Manchester - Institute of Science and Technology 1987 — 1988
Master of Science (MSc), Structural Engineering
PwC June 2015 - Present
Credit Suisse July 2014 - July 2014
BNP Paribas June 2014 - June 2014
Skills
Motivated self-starter, Public Speaking, Teamwork, Team Leadership, PowerPoint, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Cost Accounting, Standard Costs, Research, Real Time Reports, Microsoft Word, Microsoft Office, Surveying, Financial Analysis, Client Presentation
Education
The University of Texas at Austin - Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, 3.98
Gracie Capital July 2007 - Present
Credit Suisse 2006 - 2007
Education
The University of Texas at Austin 2002 — 2007
Masters, Accounting
The University of Texas at Austin - Red McCombs School of Business 2002 — 2007
Software Developer / Sole Proprietor November 2010 - Present
Credit Suisse April 2010 - November 2010
Oracle Corporation April 2009 - August 2010
Cubist 2009 - 2009
Fidelity Investments June 2007 - December 2008
Genentech April 2006 - November 2006
INC Research 2005 - 2006
Purdue Pharma 2001 - 2003
Pfizer 1998 - 2000
Skills
PL/SQL, Oracle, Requirements Gathering, SDLC, Architecture, Servers, Agile Methodologies, Unix, XML, Data Warehousing, Software Documentation
Education
The University of Texas at Austin 1982 — 1984
Credit Suisse October 2012 - Present
BofA Merrill Lynch September 2010 - September 2011
Wedbush Securities June 2009 - September 2010
Roche Diagnostics March 2009 - June 2009
Pacific Growth Equities May 2007 - May 2008
Stanford University Office of Technology Licensing January 2005 - May 2007
Skills
Biotechnology, Pharmaceutical Industry, Biochemistry, Molecular Biology, Start-ups, Strategy, Financial Modeling, Lifesciences, Life Sciences
Education
The University of Texas Southwestern Medical Center at Dallas
PhD, Biochemistry
Washington University in St. Louis
B. A., Biology, General
Sage Advisory March 2003 - Present
Credit Suisse March 1997 - February 2003
Skills
Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Asset Managment
Education
The University of Texas at Austin 1991 — 1995
Economics
Data One Global 2013 - Present
Credit Suisse 2008 - 2013
JPMorgan Investment Bank 2005 - 2008
Skills
Portfolio Management, Equities Portfolio..., Automated Trading, Quantitative Research, Quantitative Trading, Statistical Arbitrage, Long/Short Equities, Quantitative Investing, Equities, FINRA, Trading System, Risk Management, Derivatives, Trading, Quantitative Finance, Hedging, FX Options
Education
Beirut University
Engineering, Mechanical
Wayland Baptist University
MBA, MIS
The University of Texas at Arlington
MSQF, MS Quantitative Finance
Kendle International 2008 - Present
Lenovo 2014 - 2015
Lenovo 2014 - 2015
Lenovo 2014 - 2015
Credit Suisse 2006 - 2007
GSK 2005 - 2006
Education
University of North Texas 1984 — 1986
Computer Science
The University of Texas at Austin 1981 — 1983
Computer Science
Franklin Templeton Investments March 2015 - Present
Vantiv June 2014 - March 2015
USA Group Consulting April 2010 - May 2014
Credit Suisse June 2008 - January 2010
Stanford Group Company 2004 - May 2008
ChoicePoint 2002 - 2004
Barclays Capital 2001 - 2002
CellStar Corporation 2000 - 2001
Citigroup 1993 - 1999
Kidder Peabody & Co 1989 - 1993
Skills
Global Strategy, IT Strategy, International Project..., IT Management, Program Development, Project Portfolio..., Software Design, Software Development, Software Quality..., System Deployment, Integration, Outsourcing, Insourcing, Process Engineering, Process Improvement, Investment Banking, Global Management, Change Programmes, Change Management, Due Diligence, Business Acquisition, Mergers, Banking, Asia Pacific, Europe, Latin America, Middle East, Americas, Mergers & Acquisitions, Governance, Management, Disaster Recovery, Software Project..., Start-ups, Data Center, Management Consulting, Cross-functional Team..., Strategic Partnerships, Leadership, Project Management, Strategy, Business Intelligence, ITIL, Business Development
Education
UMIST 1986 — 1988
MSc. Computation, Computer Science
University of Greenwich 1982 — 1985
BA(Hons), Policial Economy
Credit Suisse December 2013 - Present
Royal Bank of Scotland Group July 2005 - November 2013
UTIMCO 2004 - 2005
Skills
Project Finance, Investment Banking, Capital Markets, Financial Modeling, Structured Finance, Valuation, Corporate Finance, Credit Analysis, Fixed Income, Equities, Financial Structuring, Credit Risk, Portfolio Management, Private Equity, Financial Analysis, Derivatives, Bloomberg, Due Diligence, Emerging Markets, Banking, Loan Origination, Hedge Funds, Structured Products
Education
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA, Finance & Accounting
Erwin Martens - Independent Risk Advisor April 2011 - Present
FinCad May 2011 - December 2014
TIAA-CREF 2009 - April 2011
TIAA-CREF 2003 - February 2009
Putnam 2000 - 2003
Lehman Brothers 1997 - 2000
Credit Suisse August 1990 - December 1996
German Hockey 1979 - 1980
University of North Dakota Fighting Sioux 1976 - 1980
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Asset Managment, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Emerging Markets, Enterprise Risk..., Equities, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Insurance, Investments, Market Risk, Mutual Funds, Operational Risk, Operational Risk..., Philanthropy, Portfolio Management, Risk Management, Securities, Strategic Financial..., Wealth Management, Derivatives
Education
The University of North Dakota 1976 — 1985
Bachelor of Science Masters, Computer Science (BSc) Economics (Ma)
Selkirk Regional High School 1972 — 1976
Science
Dore Partnership 2014 - Present
Heidrick & Struggles September 2010 - 2014
The Cornell Partnership June 2007 - August 2010
Credit Suisse 2006 - 2006
Education
New York University - Leonard N. Stern School of Business
Finance
University of Manchester - Institute of Science and Technology
International Management and Finance
Shrewsbury School
Oxaliz Technologies April 2015 - Present
Interactive Data November 2013 - March 2015
Credit Suisse 2015 - 2015
Credit Suisse 2015 - 2015
Saven Technologies June 2010 - November 2013
Techgene Solutions June 2005 - June 2010
UT Southwestern Medical Center January 2002 - May 2003
Adam Comsof Ltd October 2000 - August 2001
Tata Consultancy Services September 1999 - March 2000
Skills
Software Development, Java, Swing, SQL, Spring, Hibernate, Design Patterns, Web Services, Agile Methodologies, Software Project..., Unix, XML, JavaScript, Java Enterprise Edition, Requirements Analysis, Scrum, Ant, Linux, Spring Framework
Education
The University of Texas at Arlington 2002 — 2005
MS, Biomedical Engineering
Vidyavardhini's College of Engineering and Technology 1996 — 2000
Bachelor of Engineering (B.E.), Instrumentation Engineering
Amherst Holdings, LLC June 2008 - Present
Merrill Lynch January 2001 - January 2008
Credit Suisse 1988 - 2001
Commonweath Mortgage May 1983 - January 1988
Skills
Hedge Funds, Structured Products, Series 7, Trading, Bonds, Portfolio Management, Securities, Asset Managment
Education
The University of Texas at Austin 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Bellaire High School 1975 — 1979
UTMB September 2012 - Present
NASA May 2013 - July 2013
TechSolve September 2010 - January 2012
University of Cincinnati, Carl H. Lindner Honors-PLUS Program September 2005 - June 2010
University of Cincinnati - College of Business September 2005 - June 2010
Johnson Investment Counsel January 2008 - June 2009
Credit Suisse 2006 - 2006
Skills
Public Speaking, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Adobe Creative Suite, Photoshop, Research, Social Media, Event Planning, Data Analysis, Financial Analysis, Customer Service, Investments, Valuation, Market Research
Education
The University of Texas Medical Branch at Galveston 2012 — 2016
Doctor of Medicine (M.D.), Medicine
University of Cincinnati 2005 — 2010
Finance, Entrepreneurship, Pre-med, Magna Cum Laude
Health Careers High School 2001 — 2005
High School Diploma
KOUNTER LLC February 2015 - Present
PricewaterhouseCoopers June 2006 - August 2009
Credit Suisse 2004 - 2006
Skills
Financial Modeling, Analysis, Valuation, Business Analysis, Project Management, Strategy, Management, Risk Management, Finance, Business Strategy
Education
The University of Texas at Austin 1996 — 2000
Xceligent, Inc. Commercial Real Estate Date Provider March 2015 - Present
Great Southern Bank March 2014 - February 2015
R.B. Murray Company May 2008 - February 2014
MetLife May 2006 - May 2008
Credit Suisse May 2005 - May 2006
GE Real Estate 1998 - 2005
GE Capital 1998 - 2005
Skills
Loans, Underwriting, Commercial Real Estate, CMBS, Negotiation, Debt, Commercial Mortgages, Sales, Real Estate Economics, Due Diligence, Valuation, Property, Sellers, Disposition, Investment Properties, Real Estate Transactions, Real Estate Financing, Real Estate Development, Leases, Brokerage, Investors, Lease Negotiations, Location Intelligence, Selling, Mortgage Lending, Property Management, Credit, Loan Origination, Commercial Lending, Commercial Banking, Acquisitions, Apartments, Funding, Land Acquisition, Condos, Landlords, Real Property, Credit Analysis, Corporate Real Estate, Mortgage Banking, Banking, Construction Loans, Real Estate
Education
University of Kansas 1989 — 1993
Bachelor's degree, Political Science and Government
University of Mississippi 1988 — 1989
Total Wine & More November 2012 - Present
D Squared Company February 2003 - Present
Oce Business Services July 2008 - June 2010
NASDAQ July 2001 - February 2003
Coast To Coast Financial Corporation December 1992 - June 2001
Credit Suisse August 1990 - December 1992
Public Accounting Firms September 1977 - August 1990
Skills
Forecasting, Budgets, Financial Analysis, Finance, Financial Reporting, Outsourcing, Mergers & Acquisitions, Mortgage Lending, Financial Modeling, Executive Management, Compliance, Tax, New Business Development, Cloud Computing, Mergers
Education
The University of Texas at Austin
BBA, Finance & Management
University of Houston
BACCY, Accounting
eMortgage Logic, LLC September 2010 - September 2014
Victory Partners, LLC April 2004 - September 2010
Credit Suisse July 2000 - April 2004
Skills
Financial Modeling, Mergers & Acquisitions, Venture Capital, Investment Banking, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Business Valuation, Financial Structuring, Strategic Partnerships, Business Strategy, Marketing, Strategic Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase February 2007 - Present
Bear Stearns February 2007 - August 2008
Credit Suisse February 2005 - February 2007
UBS June 2004 - February 2005
Skills
SDLC, Agile Methodologies, Software Development, Java, Business Analysis, Project Management, Reporting, Prime Brokerage, Asset Servicing, Fixed Income, Derivatives
Education
The University of Texas at Dallas
MS, Computer Science
Avista Capital Partners July 2011 - Present
Avista Capital Partners August 2007 - June 2011
Credit Suisse July 2005 - July 2007
Skills
Valuation, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Equities, Bloomberg, Corporate Finance, Capital Markets, Investments, Financial Analysis, Mergers & Acquisitions, LBO, Hedge Funds, Venture Capital
Education
The University of Texas at Austin 2001 — 2005
Morgan Stanley August 2008 - Present
Old Lane September 2007 - September 2008
Morgan Stanley May 2005 - August 2007
Credit Suisse November 1999 - September 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Finance, Financial Planning, Internal Controls, Fund Accounting, Hedge Funds
Education
The University of Glasgow 1992 — 1996
BAcc (Hons)
Credit Suisse Press AssistantThe White House2001 - 2004
Education
The University of Texas at Austin
Standard & Poor's September 2006 - November 2008
The Lab Group January 2006 - August 2006
Credit Suisse February 2005 - December 2005
Education
The University of Texas at Arlington 2002 — 2004
University of Madras 1998 — 2001
Masters, Accounting
Loyola College 1995 — 1998
Bachelors, Accounting
Accord Business Funding December 2013 - Present
Credit Suisse May 2011 - December 2013
University of Texas at Austin August 2009 - May 2011
Main Street Capital Corp. January 2007 - December 2008
Skills
Strategy, Business Strategy, Private Banking, Risk Management, Business Valuation, Market Research, Entrepreneurship, Business Analysis, Hedge Funds, Analysis, Project Management, Strategic Financial..., Strategic Planning, Equities, Business Development, Banking, Credit
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
MountainView Risk Advisors 2015 - Present
PHH Mortgage 2011 - 2015
United Nations Federal Credit Union 2010 - 2011
Mitra Advisors 2008 - 2009
Fannie Mae Corp December 2006 - May 2008
Credit Suisse March 2003 - December 2006
Credit Suisse First Boston 2003 - 2006
GE Capital Corporation September 2001 - March 2003
GE Capital 1993 - 1995
Skills
Valuation, Derivatives, Capital Markets, Financial Risk, Fixed Income, Equities, ABS
Education
The University of New Mexico 1981 — 1985
Bachelors, Economics
Credit Suisse 2001 - Present
West Windsor-Plainsboro School District 2000 - 2001
Automatic Data Processing (ADP) 1999 - 2000
U.S. Department of Agriculture 1996 - 1999
Education
The University of North Dakota 1995 — 1996
Business Administration
Community College of the Air Force 1980 — 1984
Law Enforcement
Ossining High School 1976 — 1980
Business/Accounting
John Jay College June 2012 - Present
Credit Suisse June 2011 - May 2012
Hunter College October 2009 - June 2011
The Museum of Modern Art February 2009 - May 2009
Skills
Higher Education, Fundraising, Grant Writing, Grants, Non-profits, Volunteer Management, Program Development, Research, Public Speaking, Proposal Writing, Teaching, Event Planning, Staff Development, Curriculum Design, Editing, Program Management, Strategic Planning, Event Management, Public Relations, Nonprofits
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2006
MBA
The University of New Mexico 2000 — 2004
BA
Surveyor Capital (Citadel) September 2014 - Present
SAC Capital January 2012 - August 2014
Greenhill & Co. June 2010 - January 2012
Credit Suisse June 2009 - August 2009
Cappello Capital Corp. August 2008 - December 2008
Education
The University of Texas at Austin 2006 — 2010
Credit Suisse May 2013 - Present
Credit Suisse October 2009 - April 2013
Gulf Stream Asset Management April 2005 - August 2007
KeyBanc Capital Markets 2003 - 2005
Skills
Financial Modeling, High Yield Bonds, Credit Analysis, Equity Research, Leveraged Finance, Investment Management, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Richmond - Robins School of Business 1999 — 2003
BSBA, Finance and Economics
Fidelity Investments October 2007 - Present
Credit Suisse November 2006 - October 2007
Cushman & Wakefield 1988 - 2006
Skills
Team Leadership, Project Management, Agile Methodologies, Data Center, Vendor Management, Requirements Analysis, Software Project..., Strategic Planning, PMP, Facilities Management, Budgets, SDLC, Visio, Project Planning, Contract Management, Management, Contract Negotiation, Program Management, Engineering, Leadership, Operations Management, Process Improvement, Microsoft Project
Education
The University of New Mexico 1978 — 1981
Sociology
Credit Suisse January 2013 - Present
Credit Suisse January 2009 - December 2012
Credit Suisse June 2005 - December 2008
Bank of America July 2001 - May 2005
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
BBA, Finance
Robert W. Baird & Co. February 2012 - Present
Credit Suisse June 2009 - February 2012
Charles Fradin Home Collection December 2006 - May 2009
The Gap September 1995 - August 2000
Esprit de Corps December 1987 - September 1995
Skills
Strategy, Strategic Planning, Fundraising, Strategic Partnerships, Marketing, Management, Sales, Selling, Retail, Merchandising, Nonprofits, Leadership, Business Strategy, Consulting
Education
The University of Texas at Austin 1973 — 1977
BA Bus ADMIN, Business
Credit Suisse July 2010 - Present
Credit Suisse September 2007 - July 2010
Financial Accounting Foundation January 2007 - October 2007
PricewaterhouseCoopers June 2006 - December 2006
US Securities and Exchange Commission May 2005 - August 2005
PricewaterhouseCoopers January 2005 - March 2005
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2006
MPA, Accounting
Credit Suisse April 2015 - Present
Jefferies & Company July 2013 - Present
HSBC Securities July 2010 - July 2013
RBC Capital Markets September 2009 - August 2010
Deutsche Bank December 1999 - November 2009
Deutsche bank 1999 - 2009
Deutsche Bank -London November 1998 - December 1999
Merrill Lynch February 1998 - November 1999
Merrill Lynch February 1996 - November 1999
Price Waterhouse 1994 - 1996
Skills
Credit Risk, Equities, Financial Analysis, Finance, Financial Risk, Financial Reporting, Fixed Income, Risk Management, Trading, Valuation, Capital Markets, FX Options
Education
The University of Queensland
Bachelors
Citi June 2010 - Present
Collins Stewart March 2009 - April 2010
Credit Suisse October 2000 - December 2008
Donaldson Lufkin Jenrette August 1994 - October 2000
Ernst & Young August 1987 - August 1994
Skills
Equities, Hedge Funds, Equity Research, Valuation, Alternative Investments, Capital Markets, Portfolio Management, Asset Managment, Investments, Investment Banking, Fixed Income, Bloomberg, Financial Modeling, Series 7, Securities
Education
The University of Texas at Austin 1983 — 1987
BBA, Finance
Credit Suisse August 1998 - Present
Texas Workers Compensation Insurance Fund June 1994 - August 1996
Skills
Investment Banking, Management, Strategy, Contract Negotiation, Strategic Planning, Leadership, Microsoft Office, Negotiation, Project Management, Vendor Management, Customer Service, Change Management
Education
The University of Texas at Austin 1990 — 1993
BA, Theater
El Paso 2009 - 2011
Credit Suisse 2006 - 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
BBA, Finance, Accounting
Credit Suisse 1991 - 2006
Virginia Trading 1985 - 1991
First LaSalle 1984 - 1985
Skills
Electronic Trading, Options, Derivatives, Trading Systems, Equities, Fixed Income, Commodity, Trading, Financial Markets, Swaps, FINRA, Proprietary Trading, Woodie's CCI trading..., Bloomberg, Technical Analysis, Investments, Risk Management, Securities, Hedge Funds, Capital Markets, Trading Strategies, Traders, Hedging, Equity Trading, Equity Derivatives, Currency, Bonds, Interest Rate..., FX trading, Foreign Exchange, Prime Brokerage
Education
University of Kansas 1979 — 1983
Bachelor of Science (B.Sc.), Business Administration and Management, General
Deutsche Bank April 2011 - Present
Credit Suisse June 2005 - March 2011
FASB January 2004 - June 2005
Citigroup September 1999 - June 2005
KPMG January 1987 - August 1999
Education
The University of Texas at Arlington - College of Business 1982 — 1986
MPA, Accounting
The University of Texas at Arlington 1980 — 1982
BA, Communication - News Journalism
Credit Suisse August 2015 - Present
Education
The University of Texas at Austin 2003 — 2007
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
BBA, Finance
Intrepid Financial Partners September 2015 - Present
Credit Suisse July 2014 - September 2015
Atwood Oceanics June 2013 - August 2013
Legacy Trust Company January 2013 - May 2013
The Online 401(k) June 2010 - July 2012
Northwestern Mutual May 2008 - August 2009
Benefit Concepts May 2007 - August 2007
Capstone Asset Management Corporation December 2005 - January 2006
Skills
Retirement Planning, Disability Insurance, Financial Analysis, Microsoft Excel, Microsoft Office, Insurance, Financial Modeling, Investments, Analysis, PowerPoint, Strategic Financial..., Microsoft Word, Wealth Management, Portfolio Management, 401k, Mutual Funds, Risk Management, Investment Management, Finance, Asset Allocation
Education
Rice University - Jesse H. Jones Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Energy and Finance
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2010
BBA, Finance
Wirtschaftsuniversität Wien / WU Wien 2009 — 2009
Bachelor of Business Administration (BBA), Finance, General
Kinkaid High School 2002 — 2006
TPG Capital April 2015 - Present
Riverstone Holdings August 2008 - April 2015
Credit Suisse July 2006 - June 2008
Education
The University of Kansas
B.S., Finance, Business Administration, History Minor
Blue Sage Capital May 2014 - Present
Blue Sage Capital April 2013 - April 2014
Avista Capital Partners July 2009 - March 2013
Credit Suisse July 2007 - July 2009
JPMorgan Chase July 2006 - July 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Strategic Planning, Microsoft Word, Financial Analysis, Outlook, Research, Due Diligence, Mergers & Acquisitions, Investments, Finance, Investment Banking, Valuation, Accounting, Portfolio Management, Financial Modeling, Corporate Finance, Market Research
Education
The University of Texas at Austin 2001 — 2006
Master's degree, Professional Accounting
BNP Paribas May 2014 - June 2015
BNP Paribas November 2013 - May 2014
Goldman Sachs June 2013 - October 2013
BNP Paribas April 2012 - November 2012
HSBC June 2011 - September 2011
JP Morgan Chase 2010 - 2011
Credit Suisse 2008 - 2009
Lehman Brothers 2002 - 2008
Mittal Steel 1999 - 2000
Skills
Change Management, Banking, Derivatives, Investment Banking, Asset Management, Business Analysis, Risk Management, Equities, FX, Risk, Vendor Management, Program Management, MS Project, Stakeholder Management, Process Engineering, Business Strategy, Visio, Project Planning, Requirements Analysis, Management Consulting, Business Planning, Risk Mitigation, Requirements Gathering, Excel, Analysis, Integration, Problem Solving, Outsourcing, SDLC, Global Custody, Prime Brokerage, Cross-Asset Securities, Project Management, Microsoft Office, Microsoft Word, Asset Managment, Credit Risk, Equity Derivatives, Finance, Microsoft Excel, FX Options, Financial Risk
Education
The University of Manchester 1998 — 2000
MSc, International Business
University of the Witwatersrand 1998 — 1999
MBA, Partnership in International Management (PIM) Programme
The University of Manchester 1995 — 1998
BSc Honours, Management Sciences
Credit Suisse July 2014 - Present
Credit Suisse March 2012 - July 2014
Citigroup Global Markets Inc. June 2010 - March 2012
New England Securities June 2009 - August 2009
Skills
Series 7, Alternative Investments, Asset Management, Asset Managment, Bloomberg, FINRA, Finance, Investments, Management, Private Equity
Education
The University of Chicago
The University of Chicago
University of Kansas
Bachelors, Economics, Business Administration(concentration)
Credit Suisse October 2012 - Present
HSBC October 2011 - September 2012
HSBC August 2010 - September 2011
HSBC May 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Data Analysis, Strategic Financial..., Analysis, Money Market, Options, Microsoft Office, Market Research, Spanish
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
IES Barcelona 2008 — 2008
Nadalini & Associates October 2011 - Present
BNSF Railway January 2007 - October 2011
Wallace Capital Management 2005 - 2007
Credit Suisse 2001 - 2005
Texas Department of Insurance March 1999 - August 1999
Italian Naval Academy 1997 - 1999
USS HARPERS FERRY (LSD 49) 1994 - 1996
USS HALSEY (CG 23) 1993 - 1994
Skills
Business Strategy, Business Process..., Finance, Operations Management, Business Development, Asset Management, Consulting, Leadership, Cross-functional Team..., Strategy, Business Planning, Management Consulting, Program Management, Change Management, Strategic Planning, Project Management, Master Data Management, Opportunity Assessment, Start-ups
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance
United States Naval Academy 1988 — 1992
BS
WWHS
Jefferies LLC December 2013 - Present
Metro Chicago Hillel May 2013 - Present
Credit Suisse September 2008 - December 2013
Lehman Brothers June 2003 - September 2008
Education
University of Kansas 1994 — 1998
BA
Robertson Opportunity Capital April 2015 - Present
Livingston Capital Partners LLC September 2014 - February 2015
Jefferies and Company 2007 - 2014
Lehman Brothers 2004 - 2007
Credit Suisse 1999 - 2004
CIBC 1998 - 1999
JP Morgan Chase Investment Mgt / Texas Commerce Bank 1995 - 1997
Employees Retirement System of Texas 1993 - 1995
Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Fixed Income, Investment Banking, Investments, Asset Management, Valuation, M&A experience, Alternative Investments, Private Equity, Equity Valuation, Bloomberg, LBO, Mergers & Acquisitions, Financial Modeling
Education
The University of Texas at Austin 1990 — 1993
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan February 2015 - Present
J.P. Morgan March 2014 - January 2015
J.P. Morgan June 2012 - March 2014
MBA JumpStart August 2011 - August 2011
J.P. Morgan June 2011 - August 2011
The Daily Texan January 2010 - December 2010
SalesVu May 2010 - August 2010
Credit Suisse July 2010 - July 2010
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Arts, English
M.B. Lamar High School 2005 — 2008
Colegio Nueva Granada
REMN Wholesale Mortgage August 2015 - Present
Endeavor America Loan Services January 2015 - June 2015
Senior Solutions LLC October 2011 - August 2014
Lady Jet, LLC June 2009 - September 2011
Superior Mortgage Corp April 2008 - October 2008
Credit Suisse August 2006 - February 2008
Credit Suisse November 2004 - August 2006
Staten Island Bank Mortgage January 2001 - October 2004
Ivy Mortgage August 1998 - December 2000
Skills
Loans, Credit, Credit Analysis, Banking, Mortgage Banking, Risk Management, Underwriting, Portfolio Management, Loan Origination, Residential Mortgages, Mortgage Lending, Management, Financial Analysis, Finance, Financial Services, Credit Risk, Compliance, Cooking, Sports Nutrition, Nutrition, Mortgage Servicing, Music, Sales, Direct Sales, Lead Generation, Brand Management, Digital Strategy, Environmental Awareness, Financial Risk, Health, Negotiation, Organization, Project Management, Restaurants, Strategic Partnerships, Vendor Management, Client Relations Skills, Client Development, elite luxury market, Luxury Lifestyle, Luxury Brand Marketing, Travel Management, Business Travel, Travel Arrangements, Funding, Executive Management, Account Management, Recruiting, New Business Development, Refinance
Education
The University of North Dakota 1992 — 1995
History
Fayez Sarofim & Co. September 2012 - Present
Credit Suisse September 2010 - August 2012
Goldman Sachs 2002 - 2010
PricewaterhouseCoopers 1999 - 2002
Education
University of Houston Law Center 1996 — 1999
J.D.
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
M.P.A.
Vanderbilt University 1990 — 1994
B.A.
St. John's School
LyondellBasell November 2012 - Present
Credit Suisse April 2011 - October 2012
Wells Fargo Securities January 2010 - March 2011
Skills
Financial Modeling, Business Strategy, Valuation, Financial Analysis, Investment Banking
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Credit Suisse July 2015 - Present
Credit Suisse August 2013 - July 2015
Credit Suisse May 2007 - July 2013
Mitsubishi UFJ Trust & Banking Corporation December 2004 - April 2007
Hiscox September 2004 - December 2004
Skills
Credit Analysis, Credit Derivatives, Hedging, Financial Modeling, Financial Markets, Investment Banking, Credit Risk, Portfolio Management, Credit, Fixed Income, Capital Markets, Derivatives, Bonds, Trading, Private Equity, Investments, Corporate Finance, Risk Management
Education
University of Warwick 2003 — 2004
M.A., International Political Economy
The University of Hull 2000 — 2003
B.Sc., Economics, Upper Second (2:1)
University of North Carolina at Greensboro 2001 — 2002
BS, Economics
Credit Suisse 2010 - Present
Texas Tech Endowment 2007 - Present
Atlantic Trust April 2003 - May 2010
Goldman Sachs May 2001 - April 2003
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
MBA, Finance
Vanderbilt University 1991 — 1995
BA, History
Credit Suisse July 2014 - Present
Credit Suisse October 2012 - July 2014
Credit Suisse February 2011 - October 2012
House of Lords, Parliament June 2009 - September 2009
Skills
Equities, Derivatives, Capital Markets, Microsoft Office, Bloomberg, Risk Management
Education
The University of Manchester 2007 — 2010
B.A (Hons), Economics 2:1
Riverstone Holdings LLC July 2012 - Present
Credit Suisse March 2010 - June 2012
Cappello Capital Corp. June 2009 - August 2009
Skills
Financial Analysis, Mergers & Acquisitions, Portfolio Management, Investments, Due Diligence, Alternative Investments, Financial Structuring, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin
Credit Suisse 2008 - Present
Fortis Prime Fund Solutions (Cayman) Limited 2004 - 2008
TUI Travel PLC 2003 - 2004
Harper Broom Roberts Chartered Accountants 1999 - 2003
Skills
Auditing, Hedge Funds
Education
Association of Certified Chartered Accountants (ACCA)
FCCA
The University of Sheffield
Bachelor's Degree, Economics and Japanese, 2.1
Noble Group February 2012 - Present
LS Power January 2009 - January 2012
Lehman Brothers July 2008 - November 2008
Credit Suisse January 2005 - April 2008
Bank of America February 2002 - December 2004
Enron July 2001 - January 2002
Education
The University of Texas at Austin
BS, Finance, General
Seven Network Limited December 2013 - December 2013
Seven Network Limited 2012 - September 2013
Renegade Films 2012 - 2012
Seven Network Limited 2007 - 2010
Picture Tank 2006 - 2007
FremantleMedia 2003 - 2006
Southern Star Australia 2003 - 2003
ANZ 2002 - 2003
ING Barings 1998 - 2001
Credit Suisse 1997 - 1997
Skills
Television, Post Production
Education
The University of Queensland 1993 — 1995
Bachelor of Commerce (B.Com.)
Brisbane Girls' Grammar School 1988 — 1992
Highlander Partners March 2011 - Present
Credit Suisse June 2000 - February 2011
DLJ January 1988 - March 2000
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1979 — 1983
Bachelor of Science (BS), Mechanical Engineering
Semmle January 2014 - Present
Semmle April 2013 - January 2014
Which Came First LLC February 2011 - February 2013
Polyface Farms Inc March 2009 - March 2010
Credit Suisse August 2007 - August 2008
Skills
Java, Haskell, C++, Writing, Technical Writing, User Interface Design, Unix, Parsing, Small Business, French, Poultry, Farm Equipment, Cattle, Organic Farming
Education
The University of Texas at Austin 2005 — 2007
Master of Science (MS), Computer Science
The University of Texas at Austin 1997 — 2002
Bachelor of Science (BS), Computer Science
Citi November 2014 - Present
Credit Suisse November 2012 - September 2014
Deutsche Bank June 2011 - November 2012
Morgan Stanley April 2010 - June 2011
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Self September 2013 - Present
Credit Suisse November 2009 - May 2013
Quantistic June 2006 - November 2009
Standard Microsystems Corporation June 2005 - January 2006
Skills
Project Management, IT Financial Management, Budgeting, Forecasting, Resource Management, Vendor Management, Decision Making
Education
The University of Texas at Austin 2003 — 2006
Bachelor's degree, Electrical and Electronics Engineering