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
Employee
Years
Job
Industry
Padmaja Duvvuri Padmaja Duvvuri's Credit Suisse Experience August 2015 - Present
Job Senior BI Consultant
Industry Information Technology and Services
Experience
Credit Suisse August 2015 - Present
Ellucian April 2015 - July 2015
Mikan Associates 2014 - 2015
HomeFinder.com 2013 - 2014
Tower Group Companies June 2013 - August 2013
Strong Oak February 2013 - August 2013
University of Illinois at Chicago August 2012 - May 2013
Infosys June 2011 - 2012
Infosys 2010 - 2012
Skills
Tableau, SDLC, Business Analysis, Business Intelligence, Management Consulting, Requirements Analysis, SQL, Databases, Visio, Data Analysis, Requirements Gathering, Project Management, CRM, Microsoft Excel, Testing, Access, Integration, Systems Analysis, UML, Database Design, Process Improvement, Crystal Reports, SAP BI, Dashboarding
Education
University of Illinois at Chicago - Graduate College 2012 — 2014
Master's Degree, Management Information Systems, 3.73
Credit Suisse August 2015 - Present
Ellucian April 2015 - July 2015
Mikan Associates 2014 - 2015
HomeFinder.com 2013 - 2014
Tower Group Companies June 2013 - August 2013
Strong Oak February 2013 - August 2013
University of Illinois at Chicago August 2012 - May 2013
Infosys June 2011 - 2012
Infosys 2010 - 2012
Skills
Tableau, SDLC, Business Analysis, Business Intelligence, Management Consulting, Requirements Analysis, SQL, Databases, Visio, Data Analysis, Requirements Gathering, Project Management, CRM, Microsoft Excel, Testing, Access, Integration, Systems Analysis, UML, Database Design, Process Improvement, Crystal Reports, SAP BI, Dashboarding
Education
University of Illinois at Chicago - Graduate College 2012 — 2014
Master's Degree, Management Information Systems, 3.73
Gil Lopez Gil Lopez's Credit Suisse Experience 2005 - 2007
Job National Sales Executive at AmeriHome Mortgage Company, LLC
Industry Financial Services
Experience
AmeriHome Mortgage Company, LLC August 2014 - Present
Homeward Residential Capital, Inc. / Ocwen November 2013 - July 2014
New Penn Financial, LLC April 2013 - November 2013
GL Consulting, LLC April 2007 - April 2013
National Real Estate Information Services April 2011 - January 2012
Patriot Bank Mortgage December 2010 - April 2011
Credit Suisse 2005 - 2007
Morgan Stanley 2003 - 2005
Bank One 2001 - 2003
Stewart Mortgage Information 2000 - 2001
Skills
Mortgage, Loans, Mortgage Banking, Credit, Compliance, Executive Management, Mortgage Lending, Strategic Planning, Risk Management, Negotiation, New Business Development, Budgeting, Sales Management, Team Building, Financial Analysis, Capital Markets, Business Strategy, Contract Negotiation, Origination, P&L, Residential Mortgages, Consultative Selling, Start-ups, Coaching, Business Planning, Forecasting, Contract Negotiations, Strategic Partnerships, P&L Management, Customer Relations, Loan Origination, Income Statement, Customer Service, Banking, Real Estate, Refinance, Credit Analysis, Selling, Mergers & Acquisitions, Loss Mitigation, Leadership, Underwriting, FHA, Due Diligence, Finance
Education
University of Houston 1980 — 1985
BBA, Finance, General
AmeriHome Mortgage Company, LLC August 2014 - Present
Homeward Residential Capital, Inc. / Ocwen November 2013 - July 2014
New Penn Financial, LLC April 2013 - November 2013
GL Consulting, LLC April 2007 - April 2013
National Real Estate Information Services April 2011 - January 2012
Patriot Bank Mortgage December 2010 - April 2011
Credit Suisse 2005 - 2007
Morgan Stanley 2003 - 2005
Bank One 2001 - 2003
Stewart Mortgage Information 2000 - 2001
Skills
Mortgage, Loans, Mortgage Banking, Credit, Compliance, Executive Management, Mortgage Lending, Strategic Planning, Risk Management, Negotiation, New Business Development, Budgeting, Sales Management, Team Building, Financial Analysis, Capital Markets, Business Strategy, Contract Negotiation, Origination, P&L, Residential Mortgages, Consultative Selling, Start-ups, Coaching, Business Planning, Forecasting, Contract Negotiations, Strategic Partnerships, P&L Management, Customer Relations, Loan Origination, Income Statement, Customer Service, Banking, Real Estate, Refinance, Credit Analysis, Selling, Mergers & Acquisitions, Loss Mitigation, Leadership, Underwriting, FHA, Due Diligence, Finance
Education
University of Houston 1980 — 1985
BBA, Finance, General
Mindy Schwartz Mindy Schwartz's Credit Suisse Experience January 2011 - June 2012
Job Strategic, Experienced Coaching for Senior Executives, Emerging Leaders, HighPotential Women
Industry Professional Training & Coaching
Experience
Mindy Schwartz Coaching, LLC June 2012 - Present
Credit Suisse January 2011 - June 2012
Credit Suisse January 2009 - December 2011
Credit Suisse August 2006 - December 2009
Credit Suisse June 1990 - August 2006
Salomon Brothers January 1997 - April 1998
Skills
Leadership Development, Executive Coaching, Talent Management, MBTI, Management, Human Resources, Performance Management, Executive Development, 360 Feedback, Coaching, Recruiting, HR Consulting, Strategic HR, Employee Relations, Talent Acquisition, Diversity & Inclusion, HR Transformation, HRIS, 360 Assessments, MBTI Certified, Appreciative Inquiry, Women Leaders, Senior Executive..., Trusted Advisor, DISC Assessments, Hogan Assessments
Education
Zicklin School of Business, Baruch College New York 2012 — 2012
Certification in Executive Coaching
University of Delaware 1985 — 1989
Bachelor of Arts (B.A.)
Hightstown High School 1981 — 1985
Mindy Schwartz Coaching, LLC June 2012 - Present
Credit Suisse January 2011 - June 2012
Credit Suisse January 2009 - December 2011
Credit Suisse August 2006 - December 2009
Credit Suisse June 1990 - August 2006
Salomon Brothers January 1997 - April 1998
Skills
Leadership Development, Executive Coaching, Talent Management, MBTI, Management, Human Resources, Performance Management, Executive Development, 360 Feedback, Coaching, Recruiting, HR Consulting, Strategic HR, Employee Relations, Talent Acquisition, Diversity & Inclusion, HR Transformation, HRIS, 360 Assessments, MBTI Certified, Appreciative Inquiry, Women Leaders, Senior Executive..., Trusted Advisor, DISC Assessments, Hogan Assessments
Education
Zicklin School of Business, Baruch College New York 2012 — 2012
Certification in Executive Coaching
University of Delaware 1985 — 1989
Bachelor of Arts (B.A.)
Hightstown High School 1981 — 1985
Brandi Harmon Brandi Harmon's Credit Suisse Experience July 2013 - Present
Job Team Lead Private Banking Operations at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2013 - Present
Credit Suisse July 2010 - Present
Skills
Private Banking
Education
University of Delaware 2000 — 2004
Bachelor's degree, Sociology
Credit Suisse July 2013 - Present
Credit Suisse July 2010 - Present
Skills
Private Banking
Education
University of Delaware 2000 — 2004
Bachelor's degree, Sociology
Sean Marshall's Credit Suisse Experience May 2014 - Present
Job AVP at Credit Suisse
Industry Oil & Energy
Experience
Credit Suisse May 2014 - Present
Atinum Energy Investments, LLC January 2014 - May 2014
Atinum E&P, Inc. November 2011 - January 2014
SMC Oil & Gas Technical Analysis November 2006 - November 2012
CST LLC December 1998 - July 2012
BWFT June 2010 - November 2010
FL CFC June 2008 - November 2008
Noble Royalties, Inc. July 2005 - October 2006
Circuit City May 2001 - December 2002
Skills
PHDWin, Marketing Management, Branding & Identity, Information Management, Political Campaigns, Windows XP Pro, Aries, Drilling, Petroleum, Natural Gas, Energy Industry, Microsoft Office, Oil & Gas Exploration, Analysis, Oil/Gas, Upstream, Reservoir Engineering, Reserves, Petroleum Economics, Marketing, Oil, Energy, Event Planning, Supervisory Skills, Training, Management, Onshore, Oilfield, Offshore Drilling, Petroleum Engineering, Gas, Leases, Recruiting, Production Engineering, Division Orders, Contract Negotiation, Shale, Chain of Title, Mineral Rights, Access, Negotiation, Marcellus Shale, Commodity Markets, Reservoir Management, Leadership, Due Diligence, Microsoft Excel, Contract Management, Business Development
Education
University of Houston-Downtown 2011 — 2011
Certificate of Petroleum Land Management
Houston Community College 2007 — 2008
Texas Real Estate License
University of Houston 2003 — 2006
Bachelor of Arts, Philosophy and Political Science
Credit Suisse May 2014 - Present
Atinum Energy Investments, LLC January 2014 - May 2014
Atinum E&P, Inc. November 2011 - January 2014
SMC Oil & Gas Technical Analysis November 2006 - November 2012
CST LLC December 1998 - July 2012
BWFT June 2010 - November 2010
FL CFC June 2008 - November 2008
Noble Royalties, Inc. July 2005 - October 2006
Circuit City May 2001 - December 2002
Skills
PHDWin, Marketing Management, Branding & Identity, Information Management, Political Campaigns, Windows XP Pro, Aries, Drilling, Petroleum, Natural Gas, Energy Industry, Microsoft Office, Oil & Gas Exploration, Analysis, Oil/Gas, Upstream, Reservoir Engineering, Reserves, Petroleum Economics, Marketing, Oil, Energy, Event Planning, Supervisory Skills, Training, Management, Onshore, Oilfield, Offshore Drilling, Petroleum Engineering, Gas, Leases, Recruiting, Production Engineering, Division Orders, Contract Negotiation, Shale, Chain of Title, Mineral Rights, Access, Negotiation, Marcellus Shale, Commodity Markets, Reservoir Management, Leadership, Due Diligence, Microsoft Excel, Contract Management, Business Development
Education
University of Houston-Downtown 2011 — 2011
Certificate of Petroleum Land Management
Houston Community College 2007 — 2008
Texas Real Estate License
University of Houston 2003 — 2006
Bachelor of Arts, Philosophy and Political Science
Borja Sagarduy Borja Sagarduy's Credit Suisse Experience June 2012 - August 2012
Job Lean Specialist at AAR CORP. & Master's of Engineering Candidate at UF
Industry Logistics and Supply Chain
Experience
AAR CORP. January 2015 - Present
Eastern Aero Marine June 2014 - January 2015
AAR CORP. February 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Skills
Microsoft Excel, Matlab, AutoCAD, CAD/CAM, Minitab, VBA, Finite Element Analysis, Ergonomics, Project Management, Inventory Control, Supply Chain Management, Mechanics of Materials, Portfolio Management, Asset Management, Logistics Management, Analysis, Critical Thinking, Lean Manufacturing, Six Sigma, Industrial Engineering, Continuous Improvement, Data Analysis, Microsoft Office, SolidWorks, Process Improvement, Public Speaking
Education
University of Florida 2015 — 2016
Master of Engineering (MEng), Industrial and Systems Engineering
University of Miami 2010 — 2014
Bachelor of Science (BS), Industrial Engineering
Institute of Industrial Engineers 2014 — 2014
Lean Six Sigma Green Belt, Process Improvement and Waste Management
Belen Jesuit Preparatory School 2006 — 2010
High School
AAR CORP. January 2015 - Present
Eastern Aero Marine June 2014 - January 2015
AAR CORP. February 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Skills
Microsoft Excel, Matlab, AutoCAD, CAD/CAM, Minitab, VBA, Finite Element Analysis, Ergonomics, Project Management, Inventory Control, Supply Chain Management, Mechanics of Materials, Portfolio Management, Asset Management, Logistics Management, Analysis, Critical Thinking, Lean Manufacturing, Six Sigma, Industrial Engineering, Continuous Improvement, Data Analysis, Microsoft Office, SolidWorks, Process Improvement, Public Speaking
Education
University of Florida 2015 — 2016
Master of Engineering (MEng), Industrial and Systems Engineering
University of Miami 2010 — 2014
Bachelor of Science (BS), Industrial Engineering
Institute of Industrial Engineers 2014 — 2014
Lean Six Sigma Green Belt, Process Improvement and Waste Management
Belen Jesuit Preparatory School 2006 — 2010
High School
Jana Darling Jana Darling's Credit Suisse Experience May 1997 - May 1999
Job Account General Manager at Pearson North America
Industry Publishing
Experience
Pearson North America April 2014 - Present
CompassLearning April 2012 - April 2014
Leander ISD August 2005 - April 2012
Choice Investments May 1999 - June 2003
Credit Suisse May 1997 - May 1999
Skills
Curriculum Design, Classroom, Differentiated..., Curriculum Development, Instructional Technology, K-12, Educational Technology, Educational Leadership, Instructional Design, Leadership, Special Education, E-Learning, Teaching, Staff Development, Research, Literacy, Elementary Education, Teacher Training, Training, Classroom Management, Technology Integration
Education
Texas State University-San Marcos 2003 — 2004
Masters, Elementary Education and Teaching
University of Houston 1989 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Pearson North America April 2014 - Present
CompassLearning April 2012 - April 2014
Leander ISD August 2005 - April 2012
Choice Investments May 1999 - June 2003
Credit Suisse May 1997 - May 1999
Skills
Curriculum Design, Classroom, Differentiated..., Curriculum Development, Instructional Technology, K-12, Educational Technology, Educational Leadership, Instructional Design, Leadership, Special Education, E-Learning, Teaching, Staff Development, Research, Literacy, Elementary Education, Teacher Training, Training, Classroom Management, Technology Integration
Education
Texas State University-San Marcos 2003 — 2004
Masters, Elementary Education and Teaching
University of Houston 1989 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Erica Stohler's Credit Suisse Experience July 2007 - July 2008
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2013 - Present
KPMG US March 2012 - October 2013
Medmarc Insurance Group March 2010 - March 2012
Rotech Healthcare September 2009 - February 2010
Law Office of Jack Townsend, Sr., P.A January 2009 - June 2009
Credit Suisse July 2007 - July 2008
Florida Women's State Golf Association June 2005 - August 2005
Skills
Microsoft Excel, Pivot Tables, Microsoft Office, Building Relationships, Microsoft Word, Healthcare, Tax, Employment Tax, Litigation Management, Professional Liability, QuickBooks, Access
Education
University of Florida 2003 — 2007
BA, Sociology
KPMG US October 2013 - Present
KPMG US March 2012 - October 2013
Medmarc Insurance Group March 2010 - March 2012
Rotech Healthcare September 2009 - February 2010
Law Office of Jack Townsend, Sr., P.A January 2009 - June 2009
Credit Suisse July 2007 - July 2008
Florida Women's State Golf Association June 2005 - August 2005
Skills
Microsoft Excel, Pivot Tables, Microsoft Office, Building Relationships, Microsoft Word, Healthcare, Tax, Employment Tax, Litigation Management, Professional Liability, QuickBooks, Access
Education
University of Florida 2003 — 2007
BA, Sociology
Richard Yemm, CFA Richard Yemm, CFA's Credit Suisse Experience February 2007 - September 2010
Job Director at RBC Capital Markets, Central Funding
Industry Financial Services
Experience
RBC Capital Markets June 2013 - Present
Deutsche Bank September 2010 - September 2012
Credit Suisse February 2007 - September 2010
Credit Suisse August 2004 - February 2007
Citi February 2003 - August 2004
Citi February 1999 - February 2003
Salomon Brothers August 1997 - February 1999
Salomon Brothers August 1995 - August 1997
Skills
Series 7 and 63 licenses, MBS, Capital Markets, Structured Products, Bloomberg, Credit Derivatives, Hedge Funds, Financial Markets, Money Market, Fixed Income, Credit, Rates, Prime Brokerage, Trading, Structured Finance, Mutual Funds, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance, General
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Mathematics
Villanova University 1990 — 1991
N/A
Pine Crest High School 1986 — 1990
RBC Capital Markets June 2013 - Present
Deutsche Bank September 2010 - September 2012
Credit Suisse February 2007 - September 2010
Credit Suisse August 2004 - February 2007
Citi February 2003 - August 2004
Citi February 1999 - February 2003
Salomon Brothers August 1997 - February 1999
Salomon Brothers August 1995 - August 1997
Skills
Series 7 and 63 licenses, MBS, Capital Markets, Structured Products, Bloomberg, Credit Derivatives, Hedge Funds, Financial Markets, Money Market, Fixed Income, Credit, Rates, Prime Brokerage, Trading, Structured Finance, Mutual Funds, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration (MBA), Finance, General
University of Florida 1991 — 1994
Bachelor of Science (B.S.), Mathematics
Villanova University 1990 — 1991
N/A
Pine Crest High School 1986 — 1990
Eric Welner Eric Welner's Credit Suisse Experience November 2004 - April 2007
Job Subject Matter Expert Private Equity Fund Operations
Industry Information Technology and Services
Experience
IntegriDATA Business & Technology Solutions, LLC January 2014 - Present
SunGard Consulting Services June 2008 - September 2013
Lehman Brothers April 2007 - June 2008
Credit Suisse November 2004 - April 2007
JP Morgan Private Equity Fund Services April 2003 - November 2004
ING Group (Furman Selz Asset Management) July 2002 - April 2003
Lloyd Staffing September 2001 - July 2002
Skills
Private Equity, Project Management, Hedge Funds, Asset Management, Alternative Investments, Management Consulting, Venture Capital, Portfolio Management, Risk Management, Capital Markets
Education
University of Florida 1997 — 2001
Bachelor of Science (BS), Business, Decision Information Science, 3.52
IntegriDATA Business & Technology Solutions, LLC January 2014 - Present
SunGard Consulting Services June 2008 - September 2013
Lehman Brothers April 2007 - June 2008
Credit Suisse November 2004 - April 2007
JP Morgan Private Equity Fund Services April 2003 - November 2004
ING Group (Furman Selz Asset Management) July 2002 - April 2003
Lloyd Staffing September 2001 - July 2002
Skills
Private Equity, Project Management, Hedge Funds, Asset Management, Alternative Investments, Management Consulting, Venture Capital, Portfolio Management, Risk Management, Capital Markets
Education
University of Florida 1997 — 2001
Bachelor of Science (BS), Business, Decision Information Science, 3.52
Jurgen Ziemer Jurgen Ziemer's Credit Suisse Experience August 1999 - October 2003
Job Data & Ontology Architect
Industry Banking
Experience
Deutsche Bank USA May 2013 - Present
Citi September 2010 - February 2013
IBM November 2003 - August 2010
Accenture March 2004 - March 2005
Credit Suisse August 1999 - October 2003
Thomson Reuters January 1999 - March 1999
German Stock Exchange June 1998 - December 1998
Skills
Data Warehousing, Data Modeling, Enterprise Architecture, Databases, Business Analysis, Data Architecture, IBM Banking Data..., Finance, Banking, Capital Markets, Ontology, OWL/RDF, Semantic Web
Education
University of Hamburg
Bachelor of Science (BS), Computer Engineering
Deutsche Bank USA May 2013 - Present
Citi September 2010 - February 2013
IBM November 2003 - August 2010
Accenture March 2004 - March 2005
Credit Suisse August 1999 - October 2003
Thomson Reuters January 1999 - March 1999
German Stock Exchange June 1998 - December 1998
Skills
Data Warehousing, Data Modeling, Enterprise Architecture, Databases, Business Analysis, Data Architecture, IBM Banking Data..., Finance, Banking, Capital Markets, Ontology, OWL/RDF, Semantic Web
Education
University of Hamburg
Bachelor of Science (BS), Computer Engineering
Shanu G. Mathew Shanu G. Mathew's Credit Suisse Experience June 2014 - August 2014
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Illinois Business Consulting January 2012 - May 2015
Credit Suisse June 2014 - August 2014
BMO Harris Bank June 2013 - August 2013
Transco Products Inc. May 2012 - December 2012
Skills
Financial Analysis, Market Research, Finance, Public Speaking, Management Consulting, Leadership, Consulting, Data Analysis, Project Management, Financial Modeling, Research, Analysis, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Mergers, Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, Finance & Accountancy, Senior
Evercore June 2015 - Present
Illinois Business Consulting January 2012 - May 2015
Credit Suisse June 2014 - August 2014
BMO Harris Bank June 2013 - August 2013
Transco Products Inc. May 2012 - December 2012
Skills
Financial Analysis, Market Research, Finance, Public Speaking, Management Consulting, Leadership, Consulting, Data Analysis, Project Management, Financial Modeling, Research, Analysis, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Mergers, Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, Finance & Accountancy, Senior
Benjamin Celones's Credit Suisse Experience June 2000 - June 2002
Job Business Manager at Bank of America
Industry Banking
Experience
Bank of America April 2008 - Present
Bank of America November 2010 - February 2012
Bank of America April 2008 - November 2010
Senderra Funding December 2005 - February 2008
The Walt Disney Company September 2002 - September 2005
Credit Suisse June 2000 - June 2002
Salomon Brothers April 1998 - June 2000
Merrill Lynch March 1997 - April 1998
Skills
Mortgage Lending, Reverse Mortgages, Capital Markets, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Process Improvement, Banking, Loan Origination, Securities, Leadership
Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Lake Howell High School 1989 — 1992
Bank of America April 2008 - Present
Bank of America November 2010 - February 2012
Bank of America April 2008 - November 2010
Senderra Funding December 2005 - February 2008
The Walt Disney Company September 2002 - September 2005
Credit Suisse June 2000 - June 2002
Salomon Brothers April 1998 - June 2000
Merrill Lynch March 1997 - April 1998
Skills
Mortgage Lending, Reverse Mortgages, Capital Markets, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Process Improvement, Banking, Loan Origination, Securities, Leadership
Education
University of Florida
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Lake Howell High School 1989 — 1992
Benjamin Carlson's Credit Suisse Experience March 2015 - Present
Job Private Banking & Wealth Management Financial Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
J.P. Morgan July 2013 - February 2015
J.P. Morgan November 2012 - May 2013
Citizens Bank June 2012 - August 2012
Sightsailing Inc. May 2011 - August 2011
Hasbro January 2010 - February 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Economics, Macroeconomics, Investments, Budget Forecasts, Budget Monitoring, Databases, Trade Reconciliation, Prime Brokerage, Public Speaking, Customer Service, Business Analysis, PowerPoint
Education
University of Delaware 2009 — 2013
BS Economics, BS Finance
Credit Suisse March 2015 - Present
J.P. Morgan July 2013 - February 2015
J.P. Morgan November 2012 - May 2013
Citizens Bank June 2012 - August 2012
Sightsailing Inc. May 2011 - August 2011
Hasbro January 2010 - February 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Economics, Macroeconomics, Investments, Budget Forecasts, Budget Monitoring, Databases, Trade Reconciliation, Prime Brokerage, Public Speaking, Customer Service, Business Analysis, PowerPoint
Education
University of Delaware 2009 — 2013
BS Economics, BS Finance
Donna Behrend Donna Behrend's Credit Suisse Experience 2001 - 2003
Job Executive Assistant
Industry Oil & Energy
Experience
Jefferies April 2015 - Present
Oxy USA March 2014 - February 2015
Occidental Petroleum Corporation June 2011 - May 2014
Lime Rock Resources 2008 - 2011
Harrison Lovegrove 2003 - 2008
Credit Suisse 2001 - 2003
El Paso Corporation 1996 - 2001
Skills
Banking, Natural Gas, Due Diligence, Petroleum, Energy Industry, Upstream, Accounts Payable, Financial Analysis, Microsoft Office, Accounting, Microsoft Excel, Outlook
Education
University of Houston-Downtown 2003 — 2013
Bachelor of Fine Arts (B.F.A.), Finance
Jefferies April 2015 - Present
Oxy USA March 2014 - February 2015
Occidental Petroleum Corporation June 2011 - May 2014
Lime Rock Resources 2008 - 2011
Harrison Lovegrove 2003 - 2008
Credit Suisse 2001 - 2003
El Paso Corporation 1996 - 2001
Skills
Banking, Natural Gas, Due Diligence, Petroleum, Energy Industry, Upstream, Accounts Payable, Financial Analysis, Microsoft Office, Accounting, Microsoft Excel, Outlook
Education
University of Houston-Downtown 2003 — 2013
Bachelor of Fine Arts (B.F.A.), Finance
Drew Benson Drew Benson's Credit Suisse Experience December 2012 - Present
Job Vice President, Corporate Communications at Credit Suisse
Industry Public Relations and Communications
Experience
Credit Suisse December 2012 - Present
Baruch College August 2013 - Present
Bloomberg July 2008 - November 2012
Dow Jones Newswires October 2004 - June 2008
The Associated Press October 2002 - October 2004
Skills
Latin America, Emerging Markets, Economics, Business Journalism, Breaking News, Politics, Feature Articles, Crisis Communications, Financial Markets, Bloomberg Terminal, Spanish-speaking, Brazilian Portuguese, Foreign Languages, South America, Spokesperson, News Writing, Capital Markets, Reporting & Analysis, Copy Editing, Fixed Income, Corporate Communications, Military Experience, Panel Moderator, Sovereign Debt, Peruvian Food & Pisco, Legal Issues, Speech Writing
Education
University of Delaware - Lerner College of Business and Economics
BS, Economics
University of Maryland College Park
MA, Journalism
Credit Suisse December 2012 - Present
Baruch College August 2013 - Present
Bloomberg July 2008 - November 2012
Dow Jones Newswires October 2004 - June 2008
The Associated Press October 2002 - October 2004
Skills
Latin America, Emerging Markets, Economics, Business Journalism, Breaking News, Politics, Feature Articles, Crisis Communications, Financial Markets, Bloomberg Terminal, Spanish-speaking, Brazilian Portuguese, Foreign Languages, South America, Spokesperson, News Writing, Capital Markets, Reporting & Analysis, Copy Editing, Fixed Income, Corporate Communications, Military Experience, Panel Moderator, Sovereign Debt, Peruvian Food & Pisco, Legal Issues, Speech Writing
Education
University of Delaware - Lerner College of Business and Economics
BS, Economics
University of Maryland College Park
MA, Journalism
Brian McMahon Brian McMahon's Credit Suisse Experience November 2007 - January 2009
Job
Industry Program Development
Experience
NASDAQ OMX April 2014 - April 2015
NASDAQ OMX December 2012 - April 2014
Liquidnet February 2009 - September 2012
Credit Suisse November 2007 - January 2009
NASDAQ August 2006 - September 2007
BNY Mellon March 2001 - April 2006
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Strategy, Start-ups, Market Data, Investments, Trading, Business Strategy, Financial Markets, Capital Markets, Equity Capital Markets, Securities
Education
University of Florida 1993 — 1997
Bachelor of Science
NASDAQ OMX April 2014 - April 2015
NASDAQ OMX December 2012 - April 2014
Liquidnet February 2009 - September 2012
Credit Suisse November 2007 - January 2009
NASDAQ August 2006 - September 2007
BNY Mellon March 2001 - April 2006
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Hedge Funds, Strategy, Start-ups, Market Data, Investments, Trading, Business Strategy, Financial Markets, Capital Markets, Equity Capital Markets, Securities
Education
University of Florida 1993 — 1997
Bachelor of Science
Quin Ryan Quin Ryan's Credit Suisse Experience May 2004 - December 2005
Job Director, Business Development at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield June 2015 - Present
Cushman & Wakefield February 2011 - Present
Cushman & Wakefield September 2013 - June 2015
Cushman & Wakefield February 2011 - January 2012
Cypress Communications September 2010 - February 2011
Cushman & Wakefield January 2006 - June 2010
Credit Suisse May 2004 - December 2005
Skills
Corporate Real Estate, Commerical Real Estate, Business Development, Real Estate, Portfolio Management, Leases, Disposition, Commercial Real Estate, Mergers & Acquisitions, Brokerage, Tenant, Tenant Representation, Lease Negotiations, Real Estate Economics, Location Intelligence, Lease Administration, Strategy, Asset Management, Dispositions
Education
University of Georgia - Terry College of Business 2000 — 2004
BBA, International Business
Cushman & Wakefield June 2015 - Present
Cushman & Wakefield February 2011 - Present
Cushman & Wakefield September 2013 - June 2015
Cushman & Wakefield February 2011 - January 2012
Cypress Communications September 2010 - February 2011
Cushman & Wakefield January 2006 - June 2010
Credit Suisse May 2004 - December 2005
Skills
Corporate Real Estate, Commerical Real Estate, Business Development, Real Estate, Portfolio Management, Leases, Disposition, Commercial Real Estate, Mergers & Acquisitions, Brokerage, Tenant, Tenant Representation, Lease Negotiations, Real Estate Economics, Location Intelligence, Lease Administration, Strategy, Asset Management, Dispositions
Education
University of Georgia - Terry College of Business 2000 — 2004
BBA, International Business
Jacqueline Madrigal Jacqueline Madrigal's Credit Suisse Experience September 2010 - July 2011
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Citi December 2012 - 2013
Citi July 2011 - December 2012
Credit Suisse September 2010 - July 2011
Credit Suisse August 2008 - September 2010
Credit Suisse October 2006 - August 2008
CDWG 2003 - 2006
Skills
Portfolio Management, Fixed Income, Derivatives, SDLC, CRM, Vendor Management, Leadership, Management, Business Analysis, Financial Services, Banking, PMO, Equities, IT Strategy, Project Management
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Bank of America February 2014 - Present
Citi December 2012 - 2013
Citi July 2011 - December 2012
Credit Suisse September 2010 - July 2011
Credit Suisse August 2008 - September 2010
Credit Suisse October 2006 - August 2008
CDWG 2003 - 2006
Skills
Portfolio Management, Fixed Income, Derivatives, SDLC, CRM, Vendor Management, Leadership, Management, Business Analysis, Financial Services, Banking, PMO, Equities, IT Strategy, Project Management
Education
University of Illinois at Urbana-Champaign 1997 — 2002
Brian Aston's Credit Suisse Experience January 2012 - September 2012
Job Prime Brokerage Asset Services
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
SS&C GlobeOp September 2013 - May 2014
Credit Suisse January 2012 - September 2012
Newedge Group LLC July 2009 - January 2012
Goldman Sachs 2005 - 2008
Merrill Lynch 2000 - 2002
Skills
Equities, Prime Brokerage, Fixed Income, Client Service Oriented, Relationship Management, Securities, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Back Office, Options, Middle Office, Settlement, Client Services, Corporate Actions, Financial Services, Financial Markets, Capital Markets
Education
University of Delaware 1996 — 2000
BA, Economics & Business
Cheshire High School
JPMorgan Chase June 2014 - Present
SS&C GlobeOp September 2013 - May 2014
Credit Suisse January 2012 - September 2012
Newedge Group LLC July 2009 - January 2012
Goldman Sachs 2005 - 2008
Merrill Lynch 2000 - 2002
Skills
Equities, Prime Brokerage, Fixed Income, Client Service Oriented, Relationship Management, Securities, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Back Office, Options, Middle Office, Settlement, Client Services, Corporate Actions, Financial Services, Financial Markets, Capital Markets
Education
University of Delaware 1996 — 2000
BA, Economics & Business
Cheshire High School
Cooper Anderson, CFA's Credit Suisse Experience July 2002 - March 2006
Job CFO & Managing Principal at GreenHaven Group
Industry Investment Management
Experience
GreenHaven Group 2009 - Present
GreenHaven Commodity Services April 2007 - Present
GreenHaven Coal Services June 2012 - Present
Credit Suisse July 2002 - March 2006
THE ROBINSON-HUMPHREY CO September 1997 - June 1998
SunTrust Bank June 1997 - August 1997
Smith Barney June 1996 - August 1996
Education
University of Georgia - Terry College of Business 1998 — 2001
BBA, Finance
University of Georgia
Bachelor, Business Administration; Finance
GreenHaven Group 2009 - Present
GreenHaven Commodity Services April 2007 - Present
GreenHaven Coal Services June 2012 - Present
Credit Suisse July 2002 - March 2006
THE ROBINSON-HUMPHREY CO September 1997 - June 1998
SunTrust Bank June 1997 - August 1997
Smith Barney June 1996 - August 1996
Education
University of Georgia - Terry College of Business 1998 — 2001
BBA, Finance
University of Georgia
Bachelor, Business Administration; Finance
Jeff Daigneault Jeff Daigneault's Credit Suisse Experience December 2003 - October 2006
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2009 - Present
First American Funds 2009 - 2010
LPL Financial October 2006 - July 2009
Credit Suisse December 2003 - October 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Wealth Management, Fixed Income, Investment Advisory, Equities, Investment Strategies, Portfolio Management
Education
NYU Stern School of Business 2004 — 2012
Masters, Business
University of Florida 1994 — 1998
BS, Finance
Nuveen Investments July 2009 - Present
First American Funds 2009 - 2010
LPL Financial October 2006 - July 2009
Credit Suisse December 2003 - October 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Wealth Management, Fixed Income, Investment Advisory, Equities, Investment Strategies, Portfolio Management
Education
NYU Stern School of Business 2004 — 2012
Masters, Business
University of Florida 1994 — 1998
BS, Finance
Krista Cowley Krista Cowley's Credit Suisse Experience May 1997 - October 2002
Job Office Manager at Makena Capital Management, LLC
Industry Financial Services
Experience
Makena Capital Management, LLC September 2015 - Present
iHeartMedia, Inc. October 2014 - July 2015
Palestra Capital Management September 2011 - October 2012
Anchorage Capital Group, L.L.C. May 2010 - February 2011
MatlinPatterson Global Advisers 2002 - 2008
Credit Suisse May 1997 - October 2002
Skills
Financial Modeling, Private Equity, Bloomberg, Hedge Funds, Financial Analysis, Equities, Trading, Finance, Risk Management, Mutual Funds, Capital Markets, Alternative Investments, Derivatives
Education
University of Delaware 1991 — 1994
B.S., Consumer Economics
Makena Capital Management, LLC September 2015 - Present
iHeartMedia, Inc. October 2014 - July 2015
Palestra Capital Management September 2011 - October 2012
Anchorage Capital Group, L.L.C. May 2010 - February 2011
MatlinPatterson Global Advisers 2002 - 2008
Credit Suisse May 1997 - October 2002
Skills
Financial Modeling, Private Equity, Bloomberg, Hedge Funds, Financial Analysis, Equities, Trading, Finance, Risk Management, Mutual Funds, Capital Markets, Alternative Investments, Derivatives
Education
University of Delaware 1991 — 1994
B.S., Consumer Economics
Sivaram Burra Sivaram Burra's Credit Suisse Experience June 2015 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Delaware 1999 — 2001
M.S
Credit Suisse June 2015 - Present
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Delaware 1999 — 2001
M.S
Alisha Gryniewicz Alisha Gryniewicz's Credit Suisse Experience July 2012 - Present
Job Technical Analyst at Credit Suisse Group AG
Industry Information Technology and Services
Experience
Credit Suisse July 2012 - Present
Credit Suisse September 2013 - December 2013
MRC Polymers Inc January 2011 - May 2011
International Programs in Engineering February 2009 - May 2011
Brookhaven National Laboratory May 2010 - August 2010
Semiconductor Research Corporation May 2009 - August 2010
US Department of Justice May 2007 - September 2007
Skills
SQL, MySQL, Access, Microsoft SQL Server, Matlab, Business Intelligence, Project Management, Essbase, Mathematica, AutoCAD, Communication Skills, Organization &..., Oracle Reports, Visokio Omniscope, VBA, Communication
Education
Universidad San Francisco de Quito (Quito, Ecuador) 2011 — 2012
University of Illinois at Urbana-Champaign 2007 — 2012
Bachelor of Science, General Engineering
University of Illinois at Urbana-Champaign 2007 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
University of El Salvador (Buenos Aires, Argentina) 2008 — 2008
Credit Suisse July 2012 - Present
Credit Suisse September 2013 - December 2013
MRC Polymers Inc January 2011 - May 2011
International Programs in Engineering February 2009 - May 2011
Brookhaven National Laboratory May 2010 - August 2010
Semiconductor Research Corporation May 2009 - August 2010
US Department of Justice May 2007 - September 2007
Skills
SQL, MySQL, Access, Microsoft SQL Server, Matlab, Business Intelligence, Project Management, Essbase, Mathematica, AutoCAD, Communication Skills, Organization &..., Oracle Reports, Visokio Omniscope, VBA, Communication
Education
Universidad San Francisco de Quito (Quito, Ecuador) 2011 — 2012
University of Illinois at Urbana-Champaign 2007 — 2012
Bachelor of Science, General Engineering
University of Illinois at Urbana-Champaign 2007 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
University of El Salvador (Buenos Aires, Argentina) 2008 — 2008
Pascal Meinherz's Credit Suisse Experience October 2006 - March 2007
Job Director / Senior Relationship Manager at LGT Bank AG
Industry Banking
Experience
LGT Bank AG April 2008 - Present
Sportpark Aare-Rhein AG August 2013 - Present
Sportshop Time Out October 2007 - March 2008
Bicycle Holidays Max Huerzeler April 2007 - September 2007
Credit Suisse October 2006 - March 2007
Swiss-Ski April 1996 - September 2006
Skills
FUCHS-Report TOPs 2014..., Entrepreneurship, Unternehmensführung, Private Banking, Investitionen, Vermögensverwaltung, Unternehmensstrategie, Assetmanagement, Fusionen und Übernahmen, Wealth Management
Education
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2014 — 2016
Executive MBA, General Management
AZEK - The Swiss Training Center for Investment Professionals 2010 — 2011
Certified International Wealth Manager, Wealth Management, 5.2
Fernuniversität Hagen 2003 — 2008
Bachelor of Science (BS), Economics, 2.5
LGT Bank AG April 2008 - Present
Sportpark Aare-Rhein AG August 2013 - Present
Sportshop Time Out October 2007 - March 2008
Bicycle Holidays Max Huerzeler April 2007 - September 2007
Credit Suisse October 2006 - March 2007
Swiss-Ski April 1996 - September 2006
Skills
FUCHS-Report TOPs 2014..., Entrepreneurship, Unternehmensführung, Private Banking, Investitionen, Vermögensverwaltung, Unternehmensstrategie, Assetmanagement, Fusionen und Übernahmen, Wealth Management
Education
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2014 — 2016
Executive MBA, General Management
AZEK - The Swiss Training Center for Investment Professionals 2010 — 2011
Certified International Wealth Manager, Wealth Management, 5.2
Fernuniversität Hagen 2003 — 2008
Bachelor of Science (BS), Economics, 2.5
Elena Herrera's Credit Suisse Experience April 2007 - August 2011
Job Licensed Real Estate Professional
Industry Real Estate
Experience
Blu Realty Group 2011 - Present
Credit Suisse April 2007 - August 2011
Skills
Equities, Real Estate, Real Estate Transactions, Fixed Income
Education
University of Denver - Daniels College of Business 2001 — 2005
BSBA, International Business and Finance
Blu Realty Group 2011 - Present
Credit Suisse April 2007 - August 2011
Skills
Equities, Real Estate, Real Estate Transactions, Fixed Income
Education
University of Denver - Daniels College of Business 2001 — 2005
BSBA, International Business and Finance
Jack Lally's Credit Suisse Experience June 2012 - June 2014
Job Investment Banking Analyst at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2014 - Present
Credit-Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Troutman Sanders LLP June 2007 - August 2007
Skills
Banking, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Customer Service, Capital IQ, Social Media, Corporate Finance, Microsoft Word, Financial Analysis, Social Media Marketing, Marketing, Finance, Valuation, Financial Modeling
Education
University of Georgia - Terry College of Business 2008 — 2012
B.B.A, Finance
The London School of Economics 2010 — 2010
Economics and Corporate Law
The Lovett School
Robert W. Baird & Co. July 2014 - Present
Credit-Suisse June 2012 - June 2014
Credit Suisse June 2011 - August 2011
Troutman Sanders LLP June 2007 - August 2007
Skills
Banking, Microsoft Excel, PowerPoint, Microsoft Office, Portfolio Management, Customer Service, Capital IQ, Social Media, Corporate Finance, Microsoft Word, Financial Analysis, Social Media Marketing, Marketing, Finance, Valuation, Financial Modeling
Education
University of Georgia - Terry College of Business 2008 — 2012
B.B.A, Finance
The London School of Economics 2010 — 2010
Economics and Corporate Law
The Lovett School
Catherine Chase Catherine Chase's Credit Suisse Experience September 2008 - Present
Job Vice President Private Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2008 - Present
Lehman Brothers November 2004 - September 2008
JPMorgan Chase January 1993 - November 2004
Skills
Employee Stock Options, Personal Financial..., Investment Management, Alternative Investments, Estate Planning, Retirement Planning, High Net Worth..., Investments, Financial Planners, Trusts, Tax, Private Banking, Personal Finance, Stocks, Tax Returns, Asset Allocation
Education
Widener University 1995 — 1998
Master's degree, Taxation
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Accounting
Credit Suisse September 2008 - Present
Lehman Brothers November 2004 - September 2008
JPMorgan Chase January 1993 - November 2004
Skills
Employee Stock Options, Personal Financial..., Investment Management, Alternative Investments, Estate Planning, Retirement Planning, High Net Worth..., Investments, Financial Planners, Trusts, Tax, Private Banking, Personal Finance, Stocks, Tax Returns, Asset Allocation
Education
Widener University 1995 — 1998
Master's degree, Taxation
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Accounting
Sneha Kallukaran's Credit Suisse Experience 2013 - 2013
Job Analyst, at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Villanova University January 2013 - Present
Juno Search Partners March 2013 - May 2013
Kembrel January 2013 - March 2013
Credit Suisse 2013 - 2013
Skills
Psychology, Human Resources, Sales Operations, Business Analytics, Data Mining, Written & Oral..., Communication, Presentations, Public Speaking, HR Project Management, Microsoft Excel
Education
Villanova University 2011 — 2014
Bachelor's degree, Psychology
University of Delaware 2010 — 2011
Goldman Sachs July 2014 - Present
Villanova University January 2013 - Present
Juno Search Partners March 2013 - May 2013
Kembrel January 2013 - March 2013
Credit Suisse 2013 - 2013
Skills
Psychology, Human Resources, Sales Operations, Business Analytics, Data Mining, Written & Oral..., Communication, Presentations, Public Speaking, HR Project Management, Microsoft Excel
Education
Villanova University 2011 — 2014
Bachelor's degree, Psychology
University of Delaware 2010 — 2011
PJ Fallon's Credit Suisse Experience June 2015 - July 2015
Job Private Banking Summer Analyst at Credit Suisse
Industry Public Policy
Experience
Kappa Sigma Fraternity January 2015 - Present
Credit Suisse June 2015 - July 2015
Clinkle May 2014 - August 2014
SquareOne Mail, Inc. March 2014 - July 2014
Eastern Yacht Club June 2010 - August 2013
Eastern Yacht Club July 2009 - August 2010
Skills
Social Media, Microsoft Office, Public Speaking, PowerPoint, Research, Microsoft Word, Event Planning, Microsoft Excel, Teamwork, English, Event Management, Leadership, Social Networking, Data Analysis
Education
Denison University 2013 — 2016
Bachelor of Arts (BA), Communications, Economics Minor
University of Denver 2012 — 2013
Public Policy
St. John's Prep 2008 — 2012
High School
Kappa Sigma Fraternity January 2015 - Present
Credit Suisse June 2015 - July 2015
Clinkle May 2014 - August 2014
SquareOne Mail, Inc. March 2014 - July 2014
Eastern Yacht Club June 2010 - August 2013
Eastern Yacht Club July 2009 - August 2010
Skills
Social Media, Microsoft Office, Public Speaking, PowerPoint, Research, Microsoft Word, Event Planning, Microsoft Excel, Teamwork, English, Event Management, Leadership, Social Networking, Data Analysis
Education
Denison University 2013 — 2016
Bachelor of Arts (BA), Communications, Economics Minor
University of Denver 2012 — 2013
Public Policy
St. John's Prep 2008 — 2012
High School
Kerby Altidor Kerby Altidor's Credit Suisse Experience 2005 - 2005
Job MBA Candidate, The Wharton School of University of Pennsylvania, Class of 2014
Industry Information Technology and Services
Experience
The Wharton School August 2011 - May 2014
MyCityWay June 2013 - August 2013
NIKE, Inc. June 2012 - August 2012
Accenture July 2006 - August 2011
Credit Suisse 2005 - 2005
ADT Security Services 2003 - 2004
Tyco International 2003 - 2003
Skills
Cross-functional Team..., Management
Education
University of Pennsylvania 2011 — 2014
Master Business Administration, Entrepreneurial Management
University of Florida 2002 — 2006
Bachelor of Science in Business Administration, Finance
The Wharton School August 2011 - May 2014
MyCityWay June 2013 - August 2013
NIKE, Inc. June 2012 - August 2012
Accenture July 2006 - August 2011
Credit Suisse 2005 - 2005
ADT Security Services 2003 - 2004
Tyco International 2003 - 2003
Skills
Cross-functional Team..., Management
Education
University of Pennsylvania 2011 — 2014
Master Business Administration, Entrepreneurial Management
University of Florida 2002 — 2006
Bachelor of Science in Business Administration, Finance
Kyle Kirk, CFA Kyle Kirk, CFA's Credit Suisse Experience August 2014 - Present
Job High Yield Sector Strategy Associate
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Credit Suisse May 2013 - August 2014
SunTrust Robinson Humphrey February 2012 - May 2013
SunTrust Robinson Humphrey May 2010 - February 2012
LCG Associates November 2008 - May 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Leveraged Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Equities, Investment Banking, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
Credit Suisse August 2014 - Present
Credit Suisse May 2013 - August 2014
SunTrust Robinson Humphrey February 2012 - May 2013
SunTrust Robinson Humphrey May 2010 - February 2012
LCG Associates November 2008 - May 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Leveraged Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Equities, Investment Banking, Bloomberg
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
Kristin Padgett Kristin Padgett's Credit Suisse Experience January 2012 - July 2012
Job Associate at Holland & Knight LLP
Industry Legal Services
Experience
Holland & Knight LLP September 2014 - Present
Andrews Kurth LLP July 2012 - September 2014
Credit Suisse January 2012 - July 2012
Linklaters September 2008 - July 2012
U.S. Department of Justice May 2006 - August 2006
CSIS January 2004 - June 2005
Skills
Capital Markets, Securities, Securities Regulation, Structured Finance, Derivatives, Swaps, Broker-Dealer Compliance, Asset-backed..., Legal Advice, Legal Issues, Legal Research, Corporate Law, Corporate Governance, Legal Writing, Legal Assistance, Due Diligence, Cross-border..., 144A, Private Placements, High Yield Bonds, MBS, ECP
Education
University of Virginia School of Law 2005 — 2008
JD, Law
University of Florida 1999 — 2003
BA, cum laude, Russian and Political Science (Minor in Economics)
Holland & Knight LLP September 2014 - Present
Andrews Kurth LLP July 2012 - September 2014
Credit Suisse January 2012 - July 2012
Linklaters September 2008 - July 2012
U.S. Department of Justice May 2006 - August 2006
CSIS January 2004 - June 2005
Skills
Capital Markets, Securities, Securities Regulation, Structured Finance, Derivatives, Swaps, Broker-Dealer Compliance, Asset-backed..., Legal Advice, Legal Issues, Legal Research, Corporate Law, Corporate Governance, Legal Writing, Legal Assistance, Due Diligence, Cross-border..., 144A, Private Placements, High Yield Bonds, MBS, ECP
Education
University of Virginia School of Law 2005 — 2008
JD, Law
University of Florida 1999 — 2003
BA, cum laude, Russian and Political Science (Minor in Economics)
Scott Elfenbein Scott Elfenbein's Credit Suisse Experience 2010 - 2013
Job Oversight & Control
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Credit Suisse 2010 - 2013
Credit Suisse 2008 - 2010
Lenox Advisors 2006 - 2008
Bernard Properties/Triple E Motel Corp (Howard Johnson Hotels, Quality Inn, Comfort Inn) 2004 - 2006
Skills
Asset Management, Project Management, Lean Six Sigma, Operational Risk..., Risk Management, Operational Excellence, Finance, Financial Modeling, Portfolio Management, Private Equity, Financial Analysis, Structured Products, Derivatives, Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Valuation, Financial Risk, Options, FX Options, Real Estate Economics, Real Estate Financing
Education
University of Hartford
JPMorgan Chase May 2014 - Present
Credit Suisse 2010 - 2013
Credit Suisse 2008 - 2010
Lenox Advisors 2006 - 2008
Bernard Properties/Triple E Motel Corp (Howard Johnson Hotels, Quality Inn, Comfort Inn) 2004 - 2006
Skills
Asset Management, Project Management, Lean Six Sigma, Operational Risk..., Risk Management, Operational Excellence, Finance, Financial Modeling, Portfolio Management, Private Equity, Financial Analysis, Structured Products, Derivatives, Investments, Hedge Funds, Equities, Fixed Income, Investment Banking, Capital Markets, Valuation, Financial Risk, Options, FX Options, Real Estate Economics, Real Estate Financing
Education
University of Hartford
Paul Stern Paul Stern's Credit Suisse Experience September 2004 - January 2011
Job Managing Director at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
Jerry Atsriku's Credit Suisse Experience July 2014 - Present
Job Finance/IT
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Skills
Customer Service, Leadership, Executive Protection, Emergency Management, Surveillance, Management
Education
University of Ghana 2006 — 2008
Master of Library & Information Science (M.L.I.S.), Computer Science
Rutgers school of business
Bachelors, Management Information Systems, General
Credit Suisse July 2014 - Present
Skills
Customer Service, Leadership, Executive Protection, Emergency Management, Surveillance, Management
Education
University of Ghana 2006 — 2008
Master of Library & Information Science (M.L.I.S.), Computer Science
Rutgers school of business
Bachelors, Management Information Systems, General
Philip Rauh Philip Rauh's Credit Suisse Experience April 2001 - December 2005
Job Chief Operating Officer
Industry Pharmaceuticals
Experience
Clintara January 2012 - Present
Veeting Ltd August 2014 - Present
Veeting Rooms May 2014 - Present
Taurus Investment Holdings, LLC July 2007 - January 2012
Credit Suisse Real Estate Asset Managment January 2006 - June 2007
Credit Suisse April 2001 - December 2005
World Trade Organization 1998 - 1998
Skills
Business Development, Market Research, Investments, Alternative Investments, Sales Management, Analysis, Investor Relations, Real Estate, Strategy, Financial Structuring, Private Equity, Investment Properties, Business Strategy, Mergers & Acquisitions, Emerging Markets, Corporate Finance, Valuation, Project Management, Marketing Strategy, Due Diligence, Risk Management, New Business Development, Management Consulting, Corporate Development, International Sales, Start-ups
Education
University of Geneva 1994 — 2001
MA, International Economics
University of Geneva 1994 — 1997
BA, International Relations
Clintara January 2012 - Present
Veeting Ltd August 2014 - Present
Veeting Rooms May 2014 - Present
Taurus Investment Holdings, LLC July 2007 - January 2012
Credit Suisse Real Estate Asset Managment January 2006 - June 2007
Credit Suisse April 2001 - December 2005
World Trade Organization 1998 - 1998
Skills
Business Development, Market Research, Investments, Alternative Investments, Sales Management, Analysis, Investor Relations, Real Estate, Strategy, Financial Structuring, Private Equity, Investment Properties, Business Strategy, Mergers & Acquisitions, Emerging Markets, Corporate Finance, Valuation, Project Management, Marketing Strategy, Due Diligence, Risk Management, New Business Development, Management Consulting, Corporate Development, International Sales, Start-ups
Education
University of Geneva 1994 — 2001
MA, International Economics
University of Geneva 1994 — 1997
BA, International Relations
Josh Tanzer Josh Tanzer's Credit Suisse Experience 1996 - 2003
Job Managing Director; Head of Growth Equity Capital at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Lokey April 2012 - Present
Revolution Partners 2005 - 2012
Lazard Ltd. 2004 - 2005
Credit Suisse 1996 - 2003
Skills
Private Placements, Private Equity, Venture Capital, Investment Banking, M&A experience, Growth Capital, Corporate Development, Capital, Corporate Finance, Valuation, Strategy, Mergers, Strategic Partnerships
Education
University of Denver
BS - Accounting
Houlihan Lokey April 2012 - Present
Revolution Partners 2005 - 2012
Lazard Ltd. 2004 - 2005
Credit Suisse 1996 - 2003
Skills
Private Placements, Private Equity, Venture Capital, Investment Banking, M&A experience, Growth Capital, Corporate Development, Capital, Corporate Finance, Valuation, Strategy, Mergers, Strategic Partnerships
Education
University of Denver
BS - Accounting
Eric Hayashi Eric Hayashi's Credit Suisse Experience March 2008 - July 2012
Job Associate Principal at Google
Industry Internet
Experience
Google October 2012 - Present
Credit Suisse March 2008 - July 2012
Max Planck Institute for Astrophysics October 2004 - October 2007
Canadian Space Agency May 1997 - December 1997
Centre for Research in Particle Physics January 1996 - August 1996
Skills
Quantitative Analysis, Mathematical Modeling, Financial Modeling, Data Analysis, Software Development, Algorithms, Statistical Modeling, Database Development, SQL, C++, R, Excel, VBA, Shell Scripting, Object Oriented Design, Analysis, Quantitative Analytics, Databases, Java, Derivatives
Education
University of Victoria 2001 — 2004
PhD, Physics
University of Victoria 1998 — 2001
MSc, Physics
University of Guelph 1993 — 1998
BSc, Physics
Google October 2012 - Present
Credit Suisse March 2008 - July 2012
Max Planck Institute for Astrophysics October 2004 - October 2007
Canadian Space Agency May 1997 - December 1997
Centre for Research in Particle Physics January 1996 - August 1996
Skills
Quantitative Analysis, Mathematical Modeling, Financial Modeling, Data Analysis, Software Development, Algorithms, Statistical Modeling, Database Development, SQL, C++, R, Excel, VBA, Shell Scripting, Object Oriented Design, Analysis, Quantitative Analytics, Databases, Java, Derivatives
Education
University of Victoria 2001 — 2004
PhD, Physics
University of Victoria 1998 — 2001
MSc, Physics
University of Guelph 1993 — 1998
BSc, Physics
Sally Joy Sally Joy's Credit Suisse Experience May 2015 - Present
Job Regulatory business Analyst
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
Lloyds Banking Group May 2013 - November 2014
RBS Global Banking & Markets March 2011 - May 2013
JP Morgan Chase February 2011 - April 2011
JPMorgan Chase January 2008 - February 2011
JPMorgan Chase February 2006 - January 2008
JP Morgan Chase February 2005 - February 2006
JP Morgan Chase June 2003 - February 2005
Family Investments 2002 - June 2003
Skills
Derivatives, OTC, Investment Banking, Interest Rate..., Financial Services, Business Analysis, Markitwire, CME, Swapswire, SGX, Change Management, Settlement, Rates, Operational Risk, Market Risk, Swaps, Electronic Trading, Stakeholder Management
Education
Open University 2000 — 2001
Certificate, Business Management
University of Greenwich 1994 — 1997
BSc (Hons), Environmental Biology, Upper Second
Parkstone Grammar School 1987 — 1994
FPC Certificates 1,2,3
Credit Suisse May 2015 - Present
Lloyds Banking Group May 2013 - November 2014
RBS Global Banking & Markets March 2011 - May 2013
JP Morgan Chase February 2011 - April 2011
JPMorgan Chase January 2008 - February 2011
JPMorgan Chase February 2006 - January 2008
JP Morgan Chase February 2005 - February 2006
JP Morgan Chase June 2003 - February 2005
Family Investments 2002 - June 2003
Skills
Derivatives, OTC, Investment Banking, Interest Rate..., Financial Services, Business Analysis, Markitwire, CME, Swapswire, SGX, Change Management, Settlement, Rates, Operational Risk, Market Risk, Swaps, Electronic Trading, Stakeholder Management
Education
Open University 2000 — 2001
Certificate, Business Management
University of Greenwich 1994 — 1997
BSc (Hons), Environmental Biology, Upper Second
Parkstone Grammar School 1987 — 1994
FPC Certificates 1,2,3
Thierry Perrein Thierry Perrein's Credit Suisse Experience May 1999 - November 2007
Job Managing Director at Wells Fargo Securities
Industry Research
Experience
Wells Fargo Securities January 2008 - Present
Credit Suisse May 1999 - November 2007
Moody's Investors Service July 1991 - May 1999
Skills
Fixed Income Analysis, Investment Banking, REIT, Commercial Real Estate, Bonds, Valuation, Alternative Investments, Equity Research, Portfolio Management
Education
University of Hartford 1985 — 1991
BSBA, MBA, MSPA, Accounting and Finance
Wells Fargo Securities January 2008 - Present
Credit Suisse May 1999 - November 2007
Moody's Investors Service July 1991 - May 1999
Skills
Fixed Income Analysis, Investment Banking, REIT, Commercial Real Estate, Bonds, Valuation, Alternative Investments, Equity Research, Portfolio Management
Education
University of Hartford 1985 — 1991
BSBA, MBA, MSPA, Accounting and Finance
Lacey Lane Lacey Lane's Credit Suisse Experience September 2015 - Present
Job Regional Equities Recruitment Lead at Credit Suisse
Industry Staffing and Recruiting
Experience
Credit Suisse September 2015 - Present
Skills
Investment Management..., Alternative Investment..., Competency Based..., Competency based..., Global Talent..., Social Media, Strategic Recruitment..., Vendor Management, Strategic Sourcing, Full life cycle..., Investments, Alternative Investments, Commodity, Equities, Recruiting, Fixed Income, Asset Management, Executive Search
Education
University of Florida 1997 — 2001
Finance, Economics
Credit Suisse September 2015 - Present
Skills
Investment Management..., Alternative Investment..., Competency Based..., Competency based..., Global Talent..., Social Media, Strategic Recruitment..., Vendor Management, Strategic Sourcing, Full life cycle..., Investments, Alternative Investments, Commodity, Equities, Recruiting, Fixed Income, Asset Management, Executive Search
Education
University of Florida 1997 — 2001
Finance, Economics
Jacqueline Sinski Jacqueline Sinski's Credit Suisse Experience August 2015 - Present
Job US Capital Calculations PMO
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
WSNe August 2015 - Present
Alex and Ani October 2012 - May 2015
GLOSSYBOX May 2014 - August 2014
Chromalloy May 2012 - August 2012
Skills
Social Media, PowerPoint, Brand Management, strong interpersonal..., Microsoft Office, Marketing, Facebook, Creative Problem Solving, Sales, AS400 system, Dependability, Microsoft Excel, Focus Groups, Instagram, iMovie, Social Networking, Event Planning, Time Management, Teamwork, Customer Service, Microsoft Word, Public Speaking
Education
University of Delaware 2011 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Pascack Valley 2007 — 2011
Credit Suisse August 2015 - Present
WSNe August 2015 - Present
Alex and Ani October 2012 - May 2015
GLOSSYBOX May 2014 - August 2014
Chromalloy May 2012 - August 2012
Skills
Social Media, PowerPoint, Brand Management, strong interpersonal..., Microsoft Office, Marketing, Facebook, Creative Problem Solving, Sales, AS400 system, Dependability, Microsoft Excel, Focus Groups, Instagram, iMovie, Social Networking, Event Planning, Time Management, Teamwork, Customer Service, Microsoft Word, Public Speaking
Education
University of Delaware 2011 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Pascack Valley 2007 — 2011
Preeti Sarangarajan Preeti Sarangarajan's Credit Suisse Experience June 2015 - August 2015
Job Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
Reitz Union Board March 2014 - May 2015
Principles of Entrepreneurship August 2013 - December 2014
Verizon June 2014 - July 2014
Reitz Union Board GatorNights Committee November 2013 - May 2014
Rawlings Elementary/ After School Gators August 2013 - May 2014
Florida Leadership Academy August 2013 - April 2014
Florida Women in Business August 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Teamwork, English, Time Management, Accounting, Windows, Outlook, Data Analysis, Public Speaking, Leadership, Facebook, Entertainment, Event Planning
Education
University of Florida 2014 — 2016
Master of Science, Finance
University of Florida 2012 — 2016
Bachelor of Science (BS), Finance, General
Credit Suisse June 2015 - August 2015
Reitz Union Board March 2014 - May 2015
Principles of Entrepreneurship August 2013 - December 2014
Verizon June 2014 - July 2014
Reitz Union Board GatorNights Committee November 2013 - May 2014
Rawlings Elementary/ After School Gators August 2013 - May 2014
Florida Leadership Academy August 2013 - April 2014
Florida Women in Business August 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Teamwork, English, Time Management, Accounting, Windows, Outlook, Data Analysis, Public Speaking, Leadership, Facebook, Entertainment, Event Planning
Education
University of Florida 2014 — 2016
Master of Science, Finance
University of Florida 2012 — 2016
Bachelor of Science (BS), Finance, General
Morgan Francis Morgan Francis's Credit Suisse Experience July 2015 - Present
Job Technical Analyst at Credit Suisse
Industry Information Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse May 2014 - August 2014
UNC Wilmington January 2013 - May 2014
GlaxoSmithKline May 2012 - August 2012
Skills
Unix, Access, Information Management, Microsoft Office, Microsoft Excel, Organization, Team Leadership, Requirements Gathering, Global Teams, Application Lifecycle..., Visual Basic, Microsoft Word, PowerPoint, Confluence, Microsoft SQL Server, Visual C#, Visio, ImageNow, SharePoint, Dog Training
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, Summa Cum Laude
University of Hertfordshire 2013 — 2013
Athens Drive High School
High School Diploma
Credit Suisse July 2015 - Present
Credit Suisse May 2014 - August 2014
UNC Wilmington January 2013 - May 2014
GlaxoSmithKline May 2012 - August 2012
Skills
Unix, Access, Information Management, Microsoft Office, Microsoft Excel, Organization, Team Leadership, Requirements Gathering, Global Teams, Application Lifecycle..., Visual Basic, Microsoft Word, PowerPoint, Confluence, Microsoft SQL Server, Visual C#, Visio, ImageNow, SharePoint, Dog Training
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, Summa Cum Laude
University of Hertfordshire 2013 — 2013
Athens Drive High School
High School Diploma
Annette Vivian - BA Hons, FCCA, Prince 2's Credit Suisse Experience 2003 - 2009
Job TheNutriCoach.com Becoming Healthy Made Easy!
Industry Health, Wellness and Fitness
Experience
The Nutri Coach October 2014 - Present
- January 2009 - January 2014
Credit Suisse 2003 - 2009
Fortis Bank Cayman Islands 2002 - 2003
Caledonian Bank & Trust Limited, Cayman Islands 2001 - 2002
Mayerton Refractories - Mayerton Group 1997 - 2001
Fryers Bell & Co 1994 - 1997
Skills
Start-ups, Project Management, Financial Analysis, Financial Accounting, Management, Team Leadership, Finance, Accounting, Banking, Team Management, Auditing, Recruiting, CRM, Investments, Training, Budgets, Coaching, Risk Management, Small Business, Investment Banking, Change Management, Business Process..., Customer Service, Business Analysis, Business Strategy, Financial Reporting, Process Improvement, Blogging, Financial Services, Strategic Financial..., Managerial Finance, Business Process, Internal Controls, Marketing, Financial Risk
Education
University of Gloucestershire 1991 — 1994
BA Honors, Financial Services and Business Studies
The Nutri Coach October 2014 - Present
- January 2009 - January 2014
Credit Suisse 2003 - 2009
Fortis Bank Cayman Islands 2002 - 2003
Caledonian Bank & Trust Limited, Cayman Islands 2001 - 2002
Mayerton Refractories - Mayerton Group 1997 - 2001
Fryers Bell & Co 1994 - 1997
Skills
Start-ups, Project Management, Financial Analysis, Financial Accounting, Management, Team Leadership, Finance, Accounting, Banking, Team Management, Auditing, Recruiting, CRM, Investments, Training, Budgets, Coaching, Risk Management, Small Business, Investment Banking, Change Management, Business Process..., Customer Service, Business Analysis, Business Strategy, Financial Reporting, Process Improvement, Blogging, Financial Services, Strategic Financial..., Managerial Finance, Business Process, Internal Controls, Marketing, Financial Risk
Education
University of Gloucestershire 1991 — 1994
BA Honors, Financial Services and Business Studies
Jay Gattani Jay Gattani's Credit Suisse Experience January 2012 - June 2014
Job Global Head of Order Trade Management IT Asset Mgmt and PB Americas
Industry Investment Banking
Experience
Credit Suiss July 2014 - Present
Credit Suisse January 2012 - June 2014
Credit Suisse March 2005 - December 2011
Alliance Capital - Bernstein Financial 2004 - 2005
NuSoft Solutions 2002 - 2004
AgileDeveloper 2002 - 2003
Skills
Alternative Investments, Asset Management, Hedge Funds, Technical Leadership, Trading, OOP, CRD, Advent Geneva, Paladyne, XSP, Charles River IMS, IT Outsourcing, Front Office Development, Charles River..., Front Office Trading..., Asset Managment, Trading Systems, IT Strategy, Credit Derivatives, Private Banking, Market Data, Securities, Derivatives, CDS, FX Options, Financial Modeling, Options, Finance, Mutual Funds, Bonds, Back Office, Management, Integration, Business Intelligence, Financial Services, Equities, Wealth Management, Strategy
Education
University of Houston 2001 — 2003
MS, Computer Science
University of Mumbai 1997 — 2001
BE, Computer Engineering
Credit Suiss July 2014 - Present
Credit Suisse January 2012 - June 2014
Credit Suisse March 2005 - December 2011
Alliance Capital - Bernstein Financial 2004 - 2005
NuSoft Solutions 2002 - 2004
AgileDeveloper 2002 - 2003
Skills
Alternative Investments, Asset Management, Hedge Funds, Technical Leadership, Trading, OOP, CRD, Advent Geneva, Paladyne, XSP, Charles River IMS, IT Outsourcing, Front Office Development, Charles River..., Front Office Trading..., Asset Managment, Trading Systems, IT Strategy, Credit Derivatives, Private Banking, Market Data, Securities, Derivatives, CDS, FX Options, Financial Modeling, Options, Finance, Mutual Funds, Bonds, Back Office, Management, Integration, Business Intelligence, Financial Services, Equities, Wealth Management, Strategy
Education
University of Houston 2001 — 2003
MS, Computer Science
University of Mumbai 1997 — 2001
BE, Computer Engineering
Hilary Krentzman's Credit Suisse Experience June 2011 - November 2012
Job MBA Candidate at Harvard Business School
Industry Consumer Goods
Experience
FIJI Water June 2014 - July 2015
The Wonderful Company November 2012 - June 2014
Credit Suisse June 2011 - November 2012
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Capital IQ, Social Media, Microsoft Excel, Research, PowerPoint, Microsoft Office, Marketing
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts, History, Magna Cum Laude
University of Hyderabad
Bachelor of Arts (Semester Abroad), History
Buckingham Browne & Nichols School
Highschool Diploma
FIJI Water June 2014 - July 2015
The Wonderful Company November 2012 - June 2014
Credit Suisse June 2011 - November 2012
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Capital IQ, Social Media, Microsoft Excel, Research, PowerPoint, Microsoft Office, Marketing
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts, History, Magna Cum Laude
University of Hyderabad
Bachelor of Arts (Semester Abroad), History
Buckingham Browne & Nichols School
Highschool Diploma
Greg Birk Greg Birk's Credit Suisse Experience September 2009 - August 2011
Job Mortgage Transaction Management Professional
Industry Banking
Experience
The Situs Companies July 2012 - Present
The Situs Companies August 2011 - October 2011
Credit Suisse September 2009 - August 2011
Credit Suisse May 2007 - September 2009
Credit Suisse January 2006 - May 2007
Credit Suisse July 2003 - January 2006
Skills
Credit, Trading, Fixed Income, Bloomberg, Middle Office, MBS, Derivatives, Interest Rate Swaps, Operational Risk, Valuation, Structured Products, CDO, CMBS, Equities, Real Estate Economics, Securitization, Commercial Real Estate, Loans, Investment Banking, Structured Finance, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Finance, Economics
Clarkstown High School South 1995 — 1999
High School
The Situs Companies July 2012 - Present
The Situs Companies August 2011 - October 2011
Credit Suisse September 2009 - August 2011
Credit Suisse May 2007 - September 2009
Credit Suisse January 2006 - May 2007
Credit Suisse July 2003 - January 2006
Skills
Credit, Trading, Fixed Income, Bloomberg, Middle Office, MBS, Derivatives, Interest Rate Swaps, Operational Risk, Valuation, Structured Products, CDO, CMBS, Equities, Real Estate Economics, Securitization, Commercial Real Estate, Loans, Investment Banking, Structured Finance, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Finance, Economics
Clarkstown High School South 1995 — 1999
High School
Emily Van Valkenburg Emily Van Valkenburg's Credit Suisse Experience June 2010 - August 2010
Job Bank of America
Industry Financial Services
Experience
Bank of America May 2015 - Present
Ernst & Young October 2011 - April 2015
Credit Suisse June 2010 - August 2010
Skills
Corporate Finance, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting, Financial Risk, Microsoft Office, Risk Management
Education
University of Georgia - Terry College of Business 2007 — 2011
Finance
Bank of America May 2015 - Present
Ernst & Young October 2011 - April 2015
Credit Suisse June 2010 - August 2010
Skills
Corporate Finance, Enterprise Risk..., Finance, Financial Analysis, Financial Reporting, Financial Risk, Microsoft Office, Risk Management
Education
University of Georgia - Terry College of Business 2007 — 2011
Finance
Brijesh Kalaria Brijesh Kalaria's Credit Suisse Experience November 2004 - April 2011
Job Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group April 2011 - Present
Credit Suisse November 2004 - April 2011
Blue Capital Management, L..L.C. February 2000 - November 2004
The Blackstone Group April 1997 - February 2000
Morgan Stanley, Dean Witter, Discover & Co. August 1996 - April 1997
Skills
Private Equity, Private Equity..., Fund Of Funds, Valuation, Hedge Funds, Asset Managment, Tax, Financial Structuring, Process Improvement, Asset Management, Due Diligence, Finance, Mutual Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Fixed Income, Bloomberg, Securities, Portfolio Management, Fund Accounting, Financial Analysis, Derivatives, Investments
Education
University of Illinois at Chicago 1992 — 1996
Bachelor of Science
The Blackstone Group April 2011 - Present
Credit Suisse November 2004 - April 2011
Blue Capital Management, L..L.C. February 2000 - November 2004
The Blackstone Group April 1997 - February 2000
Morgan Stanley, Dean Witter, Discover & Co. August 1996 - April 1997
Skills
Private Equity, Private Equity..., Fund Of Funds, Valuation, Hedge Funds, Asset Managment, Tax, Financial Structuring, Process Improvement, Asset Management, Due Diligence, Finance, Mutual Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Fixed Income, Bloomberg, Securities, Portfolio Management, Fund Accounting, Financial Analysis, Derivatives, Investments
Education
University of Illinois at Chicago 1992 — 1996
Bachelor of Science
Derek Lacarrubba Derek Lacarrubba's Credit Suisse Experience October 2010 - December 2011
Job Associate at Bracewell & Giuliani LLP
Industry Law Practice
Experience
Bracewell & Giuliani LLP December 2011 - Present
Credit Suisse October 2010 - December 2011
WilmerHale December 2009 - December 2011
Baker Hostetler August 2008 - August 2008
Protiviti August 2005 - September 2006
Skills
Corporate Governance, Litigation, Securities Regulation, Securities, FCPA, Broker-Dealer, Enforcement
Education
University of Virginia School of Law 2006 — 2009
JD, Law
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Accounting
Bracewell & Giuliani LLP December 2011 - Present
Credit Suisse October 2010 - December 2011
WilmerHale December 2009 - December 2011
Baker Hostetler August 2008 - August 2008
Protiviti August 2005 - September 2006
Skills
Corporate Governance, Litigation, Securities Regulation, Securities, FCPA, Broker-Dealer, Enforcement
Education
University of Virginia School of Law 2006 — 2009
JD, Law
University of Delaware - Lerner College of Business and Economics 2001 — 2005
BS, Accounting
Dee (Oludee) Dee (Oludee)'s Credit Suisse Experience August 1996 - April 1998
Job Chief Solutions Officer at Solutionista
Industry Real Estate
Experience
Solutionista 2009 - Present
Independent January 2006 - Present
Independent July 2002 - Present
Richard Roop 2009 - 2009
Gold Coast REIA 2008 - 2009
UBS April 2000 - July 2002
Perot Systems (UBS-Warburg) April 1998 - April 2000
Credit Suisse August 1996 - April 1998
Agape Services October 1991 - April 1998
Continental Bank February 1992 - August 1992
Education
University of Essex 1985 — 1989
BSc
Farringtons School 1981 — 1985
ISI - International School Ibadan 1978 — 1981
Solutionista 2009 - Present
Independent January 2006 - Present
Independent July 2002 - Present
Richard Roop 2009 - 2009
Gold Coast REIA 2008 - 2009
UBS April 2000 - July 2002
Perot Systems (UBS-Warburg) April 1998 - April 2000
Credit Suisse August 1996 - April 1998
Agape Services October 1991 - April 1998
Continental Bank February 1992 - August 1992
Education
University of Essex 1985 — 1989
BSc
Farringtons School 1981 — 1985
ISI - International School Ibadan 1978 — 1981
Maya Hodes's Credit Suisse Experience January 2014 - Present
Job Client Program Manager at Credit Suisse
Industry Staffing and Recruiting
Experience
Credit Suisse January 2014 - Present
Adecco Group January 2014 - Present
Modis September 2012 - January 2014
School for Language and Communication Development September 2011 - June 2012
Catalina Beach Club June 2010 - August 2010
Great Neck Orthodontic Group: Panzer Robert DDS January 2005 - August 2007
Education
University of Hartford 2007 — 2011
Bachelor of Arts (BA), Psychology
Credit Suisse January 2014 - Present
Adecco Group January 2014 - Present
Modis September 2012 - January 2014
School for Language and Communication Development September 2011 - June 2012
Catalina Beach Club June 2010 - August 2010
Great Neck Orthodontic Group: Panzer Robert DDS January 2005 - August 2007
Education
University of Hartford 2007 — 2011
Bachelor of Arts (BA), Psychology
Jackson Govatos's Credit Suisse Experience July 2013 - July 2015
Job Associate at Oaktree Capital Management, L.P.
Industry Financial Services
Experience
Oaktree Capital Management, L.P. July 2015 - Present
Credit Suisse July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Frisch Capital Partners, LLC May 2011 - May 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Investments, Valuation, Microsoft Excel, Economics, Bloomberg
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Alpharetta High School 2005 — 2009
Oaktree Capital Management, L.P. July 2015 - Present
Credit Suisse July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Frisch Capital Partners, LLC May 2011 - May 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Investments, Valuation, Microsoft Excel, Economics, Bloomberg
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Alpharetta High School 2005 — 2009
Sébastien Lerjen Sébastien Lerjen's Credit Suisse Experience August 2004 - May 2008
Job Director of International Private Banking at CFM Monaco
Industry Banking
Experience
International University of Monaco October 2014 - Present
CFM Monaco January 2012 - Present
GaiaNRG September 2011 - September 2014
Ngin Consulting & Trading SA March 2011 - September 2014
Erainvest SA January 2011 - December 2011
CMB - Compagnie Monegasque de Banque May 2008 - October 2009
Credit Suisse August 2004 - May 2008
UBS July 1997 - July 2004
Skills
Private Banking, Wealth Management, Emerging Markets, Corporate Finance, Insurance, Derivatives, Real Estate, Credit, Structuring
Education
The Liden & Denz Language Centres 2000 — 2007
Intermediary, Russian language
ISFB 1998 — 2001
Bachelor, Diplôme de Gestionnaire de Fortune
University of Geneva 1992 — 1997
Bachelor, Politics
International University of Monaco October 2014 - Present
CFM Monaco January 2012 - Present
GaiaNRG September 2011 - September 2014
Ngin Consulting & Trading SA March 2011 - September 2014
Erainvest SA January 2011 - December 2011
CMB - Compagnie Monegasque de Banque May 2008 - October 2009
Credit Suisse August 2004 - May 2008
UBS July 1997 - July 2004
Skills
Private Banking, Wealth Management, Emerging Markets, Corporate Finance, Insurance, Derivatives, Real Estate, Credit, Structuring
Education
The Liden & Denz Language Centres 2000 — 2007
Intermediary, Russian language
ISFB 1998 — 2001
Bachelor, Diplôme de Gestionnaire de Fortune
University of Geneva 1992 — 1997
Bachelor, Politics
Clint Lister Clint Lister's Credit Suisse Experience September 2011 - September 2013
Job Commodities Pricing Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank September 2013 - Present
Credit Suisse September 2011 - September 2013
Situs Asset Management January 2010 - September 2011
Strategic Financial Group January 2009 - May 2009
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Finance, Liquidity Management, Financial Reporting, Collateral Management, Microsoft Office, Risk Management, Analysis, Accounting, Portfolio Management, Auditing, Microsoft Word, Bloomberg, PowerPoint, Leadership
Education
T. Bauer College of Business, University of Houston 2006 — 2009
Bachelor of Business Administration, Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank September 2013 - Present
Credit Suisse September 2011 - September 2013
Situs Asset Management January 2010 - September 2011
Strategic Financial Group January 2009 - May 2009
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Finance, Liquidity Management, Financial Reporting, Collateral Management, Microsoft Office, Risk Management, Analysis, Accounting, Portfolio Management, Auditing, Microsoft Word, Bloomberg, PowerPoint, Leadership
Education
T. Bauer College of Business, University of Houston 2006 — 2009
Bachelor of Business Administration, Finance
University of Houston, C.T. Bauer College of Business 2005 — 2009
Bachelor of Business Administration, Finance
Priya Nayar's Credit Suisse Experience July 2005 - March 2006
Job
Industry Information Technology and Services
Experience
SS&C Technologies October 2011 - Present
SS&C Technologies March 2006 - October 2011
Credit Suisse July 2005 - March 2006
Skills
Business Analysis, Business Process..., Requirements Analysis, Requirements Gathering, Process Improvement, Project Management, Crystal Reports, Risk Management, Software Implementation, Management, Software Documentation, Leadership, Analysis, Software Project..., Business Process
Education
University of Hartford 2002 — 2004
MBA, Finance
University of Mumbai 1992 — 1997
B.A, Economics
SS&C Technologies October 2011 - Present
SS&C Technologies March 2006 - October 2011
Credit Suisse July 2005 - March 2006
Skills
Business Analysis, Business Process..., Requirements Analysis, Requirements Gathering, Process Improvement, Project Management, Crystal Reports, Risk Management, Software Implementation, Management, Software Documentation, Leadership, Analysis, Software Project..., Business Process
Education
University of Hartford 2002 — 2004
MBA, Finance
University of Mumbai 1992 — 1997
B.A, Economics
Babatunde Adesina's Credit Suisse Experience September 2008 - March 2011
Job
Industry Investment Banking
Experience
TwoFour April 2015 - Present
Citi February 2012 - December 2014
Barclays Capital June 2011 - February 2012
AIG - Financial Products March 2011 - April 2011
Credit Suisse September 2008 - March 2011
Oakbrook Solutions June 2005 - September 2008
SEI Investments June 2005 - September 2008
Comdirect (UK) Limited May 2004 - May 2005
Deutsche Bank Frankfurt February 2002 - December 2003
EUROPEAN TRANSACTION BANK AG (ETB) FRANKFURT, GERMANY. November 1999 - November 2001
Skills
Project Management, Business Analysis, Requirements Analysis, Equities, Change Management, Back Office, Investment Banking, Portfolio Management, Software Project..., Capital Markets, Fixed Income, Derivatives, Business Requirements, User Acceptance Testing, Corporate Actions, Securities, Middle Office, Asset Managment, FX Options, Business Process, Strategy, Asset Management, Strategic Planning, Program Implementation
Education
University of East London 1993 — 1996
BA(Hons)
FGC Ogbomosho
TwoFour April 2015 - Present
Citi February 2012 - December 2014
Barclays Capital June 2011 - February 2012
AIG - Financial Products March 2011 - April 2011
Credit Suisse September 2008 - March 2011
Oakbrook Solutions June 2005 - September 2008
SEI Investments June 2005 - September 2008
Comdirect (UK) Limited May 2004 - May 2005
Deutsche Bank Frankfurt February 2002 - December 2003
EUROPEAN TRANSACTION BANK AG (ETB) FRANKFURT, GERMANY. November 1999 - November 2001
Skills
Project Management, Business Analysis, Requirements Analysis, Equities, Change Management, Back Office, Investment Banking, Portfolio Management, Software Project..., Capital Markets, Fixed Income, Derivatives, Business Requirements, User Acceptance Testing, Corporate Actions, Securities, Middle Office, Asset Managment, FX Options, Business Process, Strategy, Asset Management, Strategic Planning, Program Implementation
Education
University of East London 1993 — 1996
BA(Hons)
FGC Ogbomosho
Alice Simonds's Credit Suisse Experience July 2005 - Present
Job Sales at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2005 - Present
Bear Stearns 2002 - 2004
Merrill Lynch 1998 - 2002
Education
University of Delaware 1992 — 1996
Madison High School
Credit Suisse July 2005 - Present
Bear Stearns 2002 - 2004
Merrill Lynch 1998 - 2002
Education
University of Delaware 1992 — 1996
Madison High School
Antonio Gabriele's Credit Suisse Experience January 2008 - Present
Job Private Banking Wealth Management / Asset Management
Industry Financial Services
Experience
Credit Suisse January 2008 - Present
Credit Suisse January 2005 - January 2008
Credit Suisse, Hoku Enterprises LLC, April 2003 - January 2005
Panamsat, Airmedia and Macro 4. 2000 - 2003
AXS-One 1998 - 2000
Dubois, Brown and Co. 1994 - 1998
Smith Barney 1993 - 1994
GE Aerospace / Government Services 1988 - 1991
Skills
Fixed Income, Valuation, Emerging Markets, Derivatives, Private Equity, Asset Management, Management, Investment Banking, Capital Markets, Equities, Hedge Funds, Financial Modeling, Investments, Mergers & Acquisitions, Portfolio Management, Finance
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance and International Business
University of Hartford 1982 — 1987
BS and BA, Biology and Physics
Credit Suisse January 2008 - Present
Credit Suisse January 2005 - January 2008
Credit Suisse, Hoku Enterprises LLC, April 2003 - January 2005
Panamsat, Airmedia and Macro 4. 2000 - 2003
AXS-One 1998 - 2000
Dubois, Brown and Co. 1994 - 1998
Smith Barney 1993 - 1994
GE Aerospace / Government Services 1988 - 1991
Skills
Fixed Income, Valuation, Emerging Markets, Derivatives, Private Equity, Asset Management, Management, Investment Banking, Capital Markets, Equities, Hedge Funds, Financial Modeling, Investments, Mergers & Acquisitions, Portfolio Management, Finance
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance and International Business
University of Hartford 1982 — 1987
BS and BA, Biology and Physics
Stephanie Carlisle, CFP®'s Credit Suisse Experience 2003 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2003 - Present
Frye-Louis Capital Management, Inc. 1999 - 2002
Arthur Andersen LLP 1994 - 1999
Skills
Personal Financial..., Estate Planning, CPA
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science (B.S.), Finance - Banking and Investments
Credit Suisse 2003 - Present
Frye-Louis Capital Management, Inc. 1999 - 2002
Arthur Andersen LLP 1994 - 1999
Skills
Personal Financial..., Estate Planning, CPA
Education
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science (B.S.), Finance - Banking and Investments
Kris Hariharan's Credit Suisse Experience October 2004 - July 2008
Job Contractor at Glenrisk
Industry Oil & Energy
Experience
Glenrisk July 2008 - Present
Credit Suisse October 2004 - July 2008
Shell Trading 2001 - 2005
Education
University of Houston 1995 — 1999
Glenrisk July 2008 - Present
Credit Suisse October 2004 - July 2008
Shell Trading 2001 - 2005
Education
University of Houston 1995 — 1999
Shaun Skeris, CFA's Credit Suisse Experience May 2001 - February 2009
Job SVP, City National Bank
Industry Financial Services
Experience
UCI Center for Investment & Wealth Management September 2015 - Present
City National Bank June 2015 - Present
Arthritis National Research Foundation July 2009 - Present
Consulting Services October 2012 - March 2015
CASA July 2012 - May 2013
Investment Management April 2010 - October 2012
Morgan Stanley May 2009 - March 2010
Credit Suisse May 2001 - February 2009
PIMCO August 2000 - May 2001
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
M.A., International Business
UCI Center for Investment & Wealth Management September 2015 - Present
City National Bank June 2015 - Present
Arthritis National Research Foundation July 2009 - Present
Consulting Services October 2012 - March 2015
CASA July 2012 - May 2013
Investment Management April 2010 - October 2012
Morgan Stanley May 2009 - March 2010
Credit Suisse May 2001 - February 2009
PIMCO August 2000 - May 2001
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
M.A., International Business
Robb Stone's Credit Suisse Experience January 2006 - December 2008
Job Chief Investment Officer
Industry Financial Services
Experience
Credit Suisse HOLT November 2008 - July 2013
Credit Suisse January 2006 - December 2008
Credit Suisse HOLT May 2001 - March 2006
Invesco June 1999 - May 2001
Skills
Equities, Valuation, Portfolio Management, Fixed Income, Equity Valuation, Financial Modeling, Asset Allocation, Investments, Asset Management, Credit Risk, Financial Markets, Capital Markets
Education
University of Denver 1995 — 1999
Bachelor of Science (B.S.), Finance
Credit Suisse HOLT November 2008 - July 2013
Credit Suisse January 2006 - December 2008
Credit Suisse HOLT May 2001 - March 2006
Invesco June 1999 - May 2001
Skills
Equities, Valuation, Portfolio Management, Fixed Income, Equity Valuation, Financial Modeling, Asset Allocation, Investments, Asset Management, Credit Risk, Financial Markets, Capital Markets
Education
University of Denver 1995 — 1999
Bachelor of Science (B.S.), Finance
Santino Basile's Credit Suisse Experience September 1985 - July 2003
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital August 2006 - Present
WestLB August 2003 - July 2006
Credit Suisse September 1985 - July 2003
Skills
Financial Structuring, Structured Finance, Investment Banking, Project Finance, Emerging Markets, Private Equity, Credit, Capital Markets, Derivatives, Portfolio Management, Fixed Income, Trading, Renewable Energy, Investments, Corporate Finance, Valuation, Hedge Funds, Financial Markets, Risk Management, Equities, Asset Management
Education
University of Geneva 1984 — 1988
Barclays Capital August 2006 - Present
WestLB August 2003 - July 2006
Credit Suisse September 1985 - July 2003
Skills
Financial Structuring, Structured Finance, Investment Banking, Project Finance, Emerging Markets, Private Equity, Credit, Capital Markets, Derivatives, Portfolio Management, Fixed Income, Trading, Renewable Energy, Investments, Corporate Finance, Valuation, Hedge Funds, Financial Markets, Risk Management, Equities, Asset Management
Education
University of Geneva 1984 — 1988
Stephen Juter's Credit Suisse Experience May 2004 - August 2010
Job Director at UBS
Industry Financial Services
Experience
UBS August 2010 - Present
Credit Suisse May 2004 - August 2010
Skills
Municipal Bonds, Fixed Income, Capital Markets, Series 7, Wealth Management, Trading, Bonds, Series 63, Series 24, FINRA, Sales, Private Banking, Bloomberg, Securities, Portfolio Management, Investments
Education
University of Hartford 1988 — 1992
The Harvey School
UBS August 2010 - Present
Credit Suisse May 2004 - August 2010
Skills
Municipal Bonds, Fixed Income, Capital Markets, Series 7, Wealth Management, Trading, Bonds, Series 63, Series 24, FINRA, Sales, Private Banking, Bloomberg, Securities, Portfolio Management, Investments
Education
University of Hartford 1988 — 1992
The Harvey School
Allison Petito's Credit Suisse Experience September 2010 - March 2011
Job Training Coordinator at Princeton University
Industry Higher Education
Experience
Princeton University March 2011 - Present
Credit Suisse September 2010 - March 2011
Citi April 2010 - August 2010
BlackRock June 2008 - January 2010
BlackRock June 2008 - November 2009
The Bank of New York Mellon February 2006 - December 2007
Goldman Sachs 2000 - 2003
Skills
Training, Talent Management, Organizational..., Onboarding, Performance Management, Employee Engagement, HRIS, Program Management, Human Resources, Project Management, Training
Education
University of Delaware 1993 — 1997
Bachelor's degree
Princeton University March 2011 - Present
Credit Suisse September 2010 - March 2011
Citi April 2010 - August 2010
BlackRock June 2008 - January 2010
BlackRock June 2008 - November 2009
The Bank of New York Mellon February 2006 - December 2007
Goldman Sachs 2000 - 2003
Skills
Training, Talent Management, Organizational..., Onboarding, Performance Management, Employee Engagement, HRIS, Program Management, Human Resources, Project Management, Training
Education
University of Delaware 1993 — 1997
Bachelor's degree
Christian Cram's Credit Suisse Experience 1999 - Present
Job Private Banking at Credit Suisse, AG
Industry Banking
Experience
Credit Suisse 1999 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Investments, Portfolio Management, Asset Managment, Investment Banking, Wealth Management, Alternative Investments, Asset Allocation, Venture Capital, Investment Management, Private Banking, Securities, Finance
Education
University of Georgia - Terry College of Business 2003 — 2005
Masters in Business Administration, Finance
University of Alabama - Culverhouse College of Business 1988 — 1993
B.A., International Finance & Economics
The International School of Kenya 1986 — 1988
The Putney School 1985 — 1986
Credit Suisse 1999 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Investments, Portfolio Management, Asset Managment, Investment Banking, Wealth Management, Alternative Investments, Asset Allocation, Venture Capital, Investment Management, Private Banking, Securities, Finance
Education
University of Georgia - Terry College of Business 2003 — 2005
Masters in Business Administration, Finance
University of Alabama - Culverhouse College of Business 1988 — 1993
B.A., International Finance & Economics
The International School of Kenya 1986 — 1988
The Putney School 1985 — 1986
Rizwan Merchant's Credit Suisse Experience June 2015 - Present
Job Director Underwriting Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Barclays Capital September 2012 - Present
UBS AG March 2007 - September 2012
Moody's Corporation March 2004 - March 2007
Newgate CapitalManagement LLC May 2001 - March 2004
Skills
Project Finance, Leveraged Finance, Oil, Credit Risk, Investment Banking, Portfolio Management, Ratings, Credit Analysis, ETFs, Commodities, Financial Modeling, High Yield, Valuation, Corporate Finance, Asset Management, Risk, Emerging Markets, Due Diligence, Financial Analysis, Risk Management, Credit, Industry Analysis, LGD, Energy Industry, Underwriting, Capital Markets, Derivatives, Fixed Income, Bloomberg, Private Equity, Investments, Credit Rating, Bonds, Credit Derivatives, Counterparty Risk, Mergers, Capital Structure, LBO, Financial Statement..., ISDA, Asset Based Lending, Risk Analysis, Petroleum, Structured Finance, Financial Structuring, Financial Risk, Equity Research, Competitive Analysis, Equities, Finance
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS, Finance
Credit Suisse June 2015 - Present
Barclays Capital September 2012 - Present
UBS AG March 2007 - September 2012
Moody's Corporation March 2004 - March 2007
Newgate CapitalManagement LLC May 2001 - March 2004
Skills
Project Finance, Leveraged Finance, Oil, Credit Risk, Investment Banking, Portfolio Management, Ratings, Credit Analysis, ETFs, Commodities, Financial Modeling, High Yield, Valuation, Corporate Finance, Asset Management, Risk, Emerging Markets, Due Diligence, Financial Analysis, Risk Management, Credit, Industry Analysis, LGD, Energy Industry, Underwriting, Capital Markets, Derivatives, Fixed Income, Bloomberg, Private Equity, Investments, Credit Rating, Bonds, Credit Derivatives, Counterparty Risk, Mergers, Capital Structure, LBO, Financial Statement..., ISDA, Asset Based Lending, Risk Analysis, Petroleum, Structured Finance, Financial Structuring, Financial Risk, Equity Research, Competitive Analysis, Equities, Finance
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS, Finance
Steve Wark's Credit Suisse Experience November 2001 - May 2007
Job Fortress Investment Group
Industry Financial Services
Experience
Fortress Invesment Group August 2007 - Present
Credit Suisse November 2001 - May 2007
Skills
Fixed Income, Capital Markets, Loans, Portfolio Management, Bloomberg, Asset Managment, Hedge Funds, Mortgage Lending, Credit, Investment Banking, Valuation, Investments, Series 7, Trading, Alternative Investments, Banking, Asset Management, Bonds, Commercial Mortgages, Commercial Real Estate, Credit Analysis, Due Diligence, Derivatives, Finance, Financial Modeling, Financial Services, Financial Structuring, Loan Origination, Mortgage Banking, Private Equity, Residential Mortgages, Risk Management, Securities, Securitization, Series 63, Structured Finance, Structured Products
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), History and Political Science
Morristown High School 1993 — 1997
Fortress Invesment Group August 2007 - Present
Credit Suisse November 2001 - May 2007
Skills
Fixed Income, Capital Markets, Loans, Portfolio Management, Bloomberg, Asset Managment, Hedge Funds, Mortgage Lending, Credit, Investment Banking, Valuation, Investments, Series 7, Trading, Alternative Investments, Banking, Asset Management, Bonds, Commercial Mortgages, Commercial Real Estate, Credit Analysis, Due Diligence, Derivatives, Finance, Financial Modeling, Financial Services, Financial Structuring, Loan Origination, Mortgage Banking, Private Equity, Residential Mortgages, Risk Management, Securities, Securitization, Series 63, Structured Finance, Structured Products
Education
University of Delaware 1997 — 2001
Bachelor of Arts (B.A.), History and Political Science
Morristown High School 1993 — 1997
Adam Rosenberger's Credit Suisse Experience April 2012 - April 2013
Job Software Engineer at KCG Holdings, Inc.
Industry Computer Software
Experience
KCG Holdings, Inc. May 2014 - Present
Novus Partners, Inc. August 2013 - May 2014
Credit Suisse April 2012 - April 2013
Rotella Capital Management April 2011 - April 2012
Quantitative Risk Management February 2008 - April 2011
Acquity Group June 2006 - February 2008
Skills
C++11, Scala, Java, C#, Concurrent Programming, High Performance..., Multithreaded..., Shared Memory, ZeroMQ, LMAX Disruptor, SQL Server 2000-2008, SQL Tuning, Performance Tuning, Linux
Education
University of Chicago 2009 — 2010
MS, Financial Mathematics
University of Illinois at Urbana-Champaign 2000 — 2005
BS, Mathematics
KCG Holdings, Inc. May 2014 - Present
Novus Partners, Inc. August 2013 - May 2014
Credit Suisse April 2012 - April 2013
Rotella Capital Management April 2011 - April 2012
Quantitative Risk Management February 2008 - April 2011
Acquity Group June 2006 - February 2008
Skills
C++11, Scala, Java, C#, Concurrent Programming, High Performance..., Multithreaded..., Shared Memory, ZeroMQ, LMAX Disruptor, SQL Server 2000-2008, SQL Tuning, Performance Tuning, Linux
Education
University of Chicago 2009 — 2010
MS, Financial Mathematics
University of Illinois at Urbana-Champaign 2000 — 2005
BS, Mathematics
Tim Morbelli's Credit Suisse Experience July 2010 - December 2011
Job Vice President, Credit and Derivative Trading at AB
Industry Financial Services
Experience
AB March 2012 - Present
Credit Suisse July 2010 - December 2011
Credit Suisse September 2007 - July 2010
Stone Harbor Investment Partners June 2005 - September 2007
Skills
Trading, Electronic Trading, Credit Derivatives, Credit, Fixed Income, Middle Office, Investments, Bloomberg, Financial Modeling, CDS, Financial Analysis, Asset Management, Derivatives, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Accounting, Quant Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Finance and Management
AB March 2012 - Present
Credit Suisse July 2010 - December 2011
Credit Suisse September 2007 - July 2010
Stone Harbor Investment Partners June 2005 - September 2007
Skills
Trading, Electronic Trading, Credit Derivatives, Credit, Fixed Income, Middle Office, Investments, Bloomberg, Financial Modeling, CDS, Financial Analysis, Asset Management, Derivatives, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
MBA, Finance, Accounting, Quant Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Finance and Management
Doreen Barr's Credit Suisse Experience June 2000 - Present
Job Director at CS
Industry Investment Banking
Experience
Credit Suisse June 2000 - Present
Education
University of Delaware 1993 — 1997
BS, Double Major: Finance and Marketing, Minor: Economics
Credit Suisse June 2000 - Present
Education
University of Delaware 1993 — 1997
BS, Double Major: Finance and Marketing, Minor: Economics
Adam Morshed's Credit Suisse Experience June 2009 - June 2011
Job Front Office Trading and Risk Software Systems Development
Industry Investment Banking
Experience
Citi June 2011 - Present
Credit Suisse June 2009 - June 2011
UBS November 2006 - May 2009
Goldman Sachs November 2005 - November 2006
Hewlett-Packard October 2000 - October 2005
Skills
Derivatives, Multithreading, Fixed Income, MBS, Risk, Credit Derivatives, Electronic Trading, Business Analysis, Trading Systems, Market Data, SQL, Quantitative Finance, Application Development, Swaps, Trading Floor, Risk Management, Java, Credit Risk, Structured Products, Collateral Management, Data Analysis, Investment Banking, Reference Data, Low Latency, Interest Rate..., Software Development, Quantitative Analytics, Valuation, Financial Risk
Education
University of Illinois at Chicago 1997 — 2000
MS, Computer Science
Citi June 2011 - Present
Credit Suisse June 2009 - June 2011
UBS November 2006 - May 2009
Goldman Sachs November 2005 - November 2006
Hewlett-Packard October 2000 - October 2005
Skills
Derivatives, Multithreading, Fixed Income, MBS, Risk, Credit Derivatives, Electronic Trading, Business Analysis, Trading Systems, Market Data, SQL, Quantitative Finance, Application Development, Swaps, Trading Floor, Risk Management, Java, Credit Risk, Structured Products, Collateral Management, Data Analysis, Investment Banking, Reference Data, Low Latency, Interest Rate..., Software Development, Quantitative Analytics, Valuation, Financial Risk
Education
University of Illinois at Chicago 1997 — 2000
MS, Computer Science
Christopher R. Daley's Credit Suisse Experience 2002 - 2004
Job Physical Commodity Operations and Whole Loan/RMBS Operations
Industry Investment Banking
Experience
Goldman Sachs November 2010 - Present
Goldman Sachs August 2004 - Present
Credit Suisse 2002 - 2004
Skills
Middle Office, Investment Banking, Fixed Income, Capital Markets
Education
University of Delaware 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Goldman Sachs November 2010 - Present
Goldman Sachs August 2004 - Present
Credit Suisse 2002 - 2004
Skills
Middle Office, Investment Banking, Fixed Income, Capital Markets
Education
University of Delaware 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
Justin Runager's Credit Suisse Experience July 2011 - Present
Job Credit Suisse Securities (USA)
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Credit Suisse September 2008 - June 2011
Lehman Brothers July 2008 - September 2008
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA
University of South Carolina - Darla Moore School of Business 2004 — 2008
BS, Corporate Finance
Credit Suisse July 2011 - Present
Credit Suisse September 2008 - June 2011
Lehman Brothers July 2008 - September 2008
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA
University of South Carolina - Darla Moore School of Business 2004 — 2008
BS, Corporate Finance
Alison Sawdey's Credit Suisse Experience October 2003 - Present
Job Director, Human Resources at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2003 - Present
Credit-Suisse, USA 2003 - Present
scarlett2 Executive Search and HR Consulting June 2001 - January 2003
UPC August 1998 - May 2001
Education
European Unviversity, Antwerpen 2001 — 2002
MBA, International Business
University of Delaware
BA, History & Art History
Credit Suisse October 2003 - Present
Credit-Suisse, USA 2003 - Present
scarlett2 Executive Search and HR Consulting June 2001 - January 2003
UPC August 1998 - May 2001
Education
European Unviversity, Antwerpen 2001 — 2002
MBA, International Business
University of Delaware
BA, History & Art History
Sammi Guo, FRM's Credit Suisse Experience April 2014 - Present
Job Senior Business Analyst at CS
Industry Investment Banking
Experience
Credit Suisse April 2014 - Present
HSBC February 2010 - April 2014
JPMorgan Chase May 2007 - September 2009
JPMorgan Chase May 2007 - September 2009
ABN AMRO 2006 - 2006
Lipper, A Thomson Reuters Company 2004 - 2006
China Merchants Securities Co., Ltd. 2001 - 2003
Skills
Investment Banking, Derivatives, Equities, Fixed Income, Trading Systems, Financial Modeling, Credit Risk, Market Risk, Capital Markets, Trading, FX Options, Portfolio Management, Business Analysis, Options, Risk Management, Credit Derivatives
Education
NYIF 2010 — 2011
University of Denver 2003 — 2005
MA, Economics
Credit Suisse April 2014 - Present
HSBC February 2010 - April 2014
JPMorgan Chase May 2007 - September 2009
JPMorgan Chase May 2007 - September 2009
ABN AMRO 2006 - 2006
Lipper, A Thomson Reuters Company 2004 - 2006
China Merchants Securities Co., Ltd. 2001 - 2003
Skills
Investment Banking, Derivatives, Equities, Fixed Income, Trading Systems, Financial Modeling, Credit Risk, Market Risk, Capital Markets, Trading, FX Options, Portfolio Management, Business Analysis, Options, Risk Management, Credit Derivatives
Education
NYIF 2010 — 2011
University of Denver 2003 — 2005
MA, Economics
Anitha Iyer, CFA's Credit Suisse Experience October 2009 - July 2013
Job Director, Finance at Lending Club
Industry Financial Services
Experience
Lending Club February 2015 - Present
Lending Club July 2013 - February 2015
Credit Suisse October 2009 - July 2013
Wells Fargo June 2006 - October 2009
Wells Fargo June 2005 - June 2006
Merrill Lynch May 2004 - September 2004
Skills
Financial Analysis, Financial Modeling, Corporate FP&A, SEC Financial Reporting, Sarbanes-Oxley, Fixed Income, Capital Markets, Treasury Management, Process Improvement, Internal Controls, Valuation, Derivatives, Investment Banking, Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business
B.S, Finance
Lending Club February 2015 - Present
Lending Club July 2013 - February 2015
Credit Suisse October 2009 - July 2013
Wells Fargo June 2006 - October 2009
Wells Fargo June 2005 - June 2006
Merrill Lynch May 2004 - September 2004
Skills
Financial Analysis, Financial Modeling, Corporate FP&A, SEC Financial Reporting, Sarbanes-Oxley, Fixed Income, Capital Markets, Treasury Management, Process Improvement, Internal Controls, Valuation, Derivatives, Investment Banking, Sarbanes-Oxley Act
Education
University of Florida - Warrington College Of Business
B.S, Finance
Krishna Vuddagiri's Credit Suisse Experience April 2010 - Present
Job Asst Vice President at Credit Suisse
Industry Computer Software
Experience
Credit Suisse April 2010 - Present
Education
University of Detroit Mercy 2004 — 2006
Credit Suisse April 2010 - Present
Education
University of Detroit Mercy 2004 — 2006
Sean Portrait's Credit Suisse Experience October 2004 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2004 - Present
Skills
Middle Office, Prime Brokerage, Derivatives, Capital Markets, Credit Derivatives, Investment Banking, Portfolio Management, Fixed Income, Banking, Settlement, Hedge Funds, Risk Management, Equities, Financial Analysis, Bloomberg, Financial Services
Education
Bachelors Science : Consumer Economics 1995 — 2000
Bachelor of Science (BS)
University of Delaware
Bachelor of Science (B.S.), Consumer Economics
Credit Suisse October 2004 - Present
Skills
Middle Office, Prime Brokerage, Derivatives, Capital Markets, Credit Derivatives, Investment Banking, Portfolio Management, Fixed Income, Banking, Settlement, Hedge Funds, Risk Management, Equities, Financial Analysis, Bloomberg, Financial Services
Education
Bachelors Science : Consumer Economics 1995 — 2000
Bachelor of Science (BS)
University of Delaware
Bachelor of Science (B.S.), Consumer Economics
Nicholas LoManto's Credit Suisse Experience June 2008 - August 2008
Job Summer Intern at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2008 - August 2008
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Credit Suisse June 2008 - August 2008
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Abbey Wasko's Credit Suisse Experience June 2011 - September 2011
Job AntiMoney Laundering, Analytics & Design Model Risk Management Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan November 2013 - January 2015
J.P. Morgan January 2013 - November 2013
JPMorgan Chase March 2012 - December 2012
Apple Retail May 2008 - November 2012
Credit Suisse June 2011 - September 2011
Skills
Excel, PowerPoint, Access, Mac OS, iOS, FileMaker, Visual Basic, Microsoft Word, Microsoft Excel, Data Analysis, Retail, Event Planning, Microsoft Office, Analysis, Recruiting, Mac, Mac OS X, Customer Service, OS X, Team Building, Marketing, Training, Research, Policy, Coaching
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Accounting, Management of Information Systems (MISY)
St. Marks High School
J.P. Morgan February 2015 - Present
J.P. Morgan November 2013 - January 2015
J.P. Morgan January 2013 - November 2013
JPMorgan Chase March 2012 - December 2012
Apple Retail May 2008 - November 2012
Credit Suisse June 2011 - September 2011
Skills
Excel, PowerPoint, Access, Mac OS, iOS, FileMaker, Visual Basic, Microsoft Word, Microsoft Excel, Data Analysis, Retail, Event Planning, Microsoft Office, Analysis, Recruiting, Mac, Mac OS X, Customer Service, OS X, Team Building, Marketing, Training, Research, Policy, Coaching
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Accounting, Management of Information Systems (MISY)
St. Marks High School
Ohr Weinberg's Credit Suisse Experience 2010 - 2010
Job Executive Director at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase 2010 - Present
Credit Suisse 2010 - 2010
RBC Capital Markets 2009 - 2010
Morgan Stanley 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
CCH 1995 - 1998
Baseline 1988 - 1995
Education
University of Florida
BS Engineering, Computer and Information Engineering
JPMorgan Chase 2010 - Present
Credit Suisse 2010 - 2010
RBC Capital Markets 2009 - 2010
Morgan Stanley 2000 - 2008
The Chase Manhattan Bank 1998 - 2000
CCH 1995 - 1998
Baseline 1988 - 1995
Education
University of Florida
BS Engineering, Computer and Information Engineering
Theresa Haverty's Credit Suisse Experience April 2009 - Present
Job Director at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse April 2009 - Present
Credit Suisse January 2005 - April 2009
Credit Suisse June 2000 - January 2005
Lehman Brothers August 1998 - June 2000
Bear Stearns Asset Management April 1998 - August 1998
Bankers Trust February 1996 - April 1998
Skills
Derivatives, Hedge Funds, Alternative Investments, Prime Brokerage, Information Technology
Education
University of Delaware 1992 — 1995
Accounting / MIS, Management Information Systems and Accounting
Credit Suisse April 2009 - Present
Credit Suisse January 2005 - April 2009
Credit Suisse June 2000 - January 2005
Lehman Brothers August 1998 - June 2000
Bear Stearns Asset Management April 1998 - August 1998
Bankers Trust February 1996 - April 1998
Skills
Derivatives, Hedge Funds, Alternative Investments, Prime Brokerage, Information Technology
Education
University of Delaware 1992 — 1995
Accounting / MIS, Management Information Systems and Accounting
Andrea Egger's Credit Suisse Experience September 1986 - March 1992
Job Senior Vice President at Compagnie Monegasque de Banque
Industry Banking
Experience
Compagnie Monegasque de Banque Senior Vice PresidentCMB - Compagnie Monegasque de Banque2008 - Present
Deutsche Bank April 1996 - May 2001
BSI Banca della Svizzera Italiana April 1992 - March 1996
Credit Suisse September 1986 - March 1992
UBS 1978 - 1981
Education
University of Geneva 1973 — 1977
bachelor, law
liceo classico massimo d'azeglio torino 1968 — 1973
humanities
Compagnie Monegasque de Banque Senior Vice PresidentCMB - Compagnie Monegasque de Banque2008 - Present
Deutsche Bank April 1996 - May 2001
BSI Banca della Svizzera Italiana April 1992 - March 1996
Credit Suisse September 1986 - March 1992
UBS 1978 - 1981
Education
University of Geneva 1973 — 1977
bachelor, law
liceo classico massimo d'azeglio torino 1968 — 1973
humanities
Jason Ranalli's Credit Suisse Experience March 2009 - April 2010
Job Equity Derivatives Production Support at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch / Bank of America April 2010 - Present
Credit Suisse March 2009 - April 2010
KBC Financial Products August 2006 - March 2009
Dade Behring February 1999 - August 2006
Sterling Diagnostic Imaging May 1998 - September 1999
Education
University of Delaware 1995 — 1999
BS, Computer Science
Merrill Lynch / Bank of America April 2010 - Present
Credit Suisse March 2009 - April 2010
KBC Financial Products August 2006 - March 2009
Dade Behring February 1999 - August 2006
Sterling Diagnostic Imaging May 1998 - September 1999
Education
University of Delaware 1995 — 1999
BS, Computer Science
Larry Liu's Credit Suisse Experience September 2009 - September 2013
Job Director of Engagement Delivery at GFT
Industry Banking
Experience
GFT August 2014 - Present
Rule Financial September 2013 - Present
Credit Suisse September 2009 - September 2013
Credit Suisse April 2006 - September 2009
Credit Suisse, Legal and Compliance Technology January 2004 - December 2006
Credit Suisse, Investment Banking Technology 1998 - 2003
Bankers Trust 1992 - 1998
Skills
Prime Brokerage, Business Analysis, Investment Banking, Equities, Program Management, Process Engineering, Hedge Funds, Portfolio Management, Mobile Applications, Trading Systems, Fixed Income, Middle Office, Derivatives, Low Latency, Bloomberg, Back Office, Banking, Securities, Trading, Equity Derivatives, Credit Risk, FX Options, Securities Lending, Financial Markets, Credit Derivatives, Interest Rate..., Financial Services, Market Risk, Electronic Trading, SDLC, Financial Risk, Investments, Options, Bonds, Asset Management, Swaps, Vendor Management, Private Banking, Reference Data, Emerging Markets, Strategy, Enterprise Architecture, Capital Markets, IT Strategy, Valuation, Alternative Investments, Equity Trading, PMO, Market Data, Commodity
Education
Crossfire 2012 — 2013
Mobile Programming
Queens College of City University of New York
Master of Computer Science
University of Houston
Computer Science - Graduate School Study
GFT August 2014 - Present
Rule Financial September 2013 - Present
Credit Suisse September 2009 - September 2013
Credit Suisse April 2006 - September 2009
Credit Suisse, Legal and Compliance Technology January 2004 - December 2006
Credit Suisse, Investment Banking Technology 1998 - 2003
Bankers Trust 1992 - 1998
Skills
Prime Brokerage, Business Analysis, Investment Banking, Equities, Program Management, Process Engineering, Hedge Funds, Portfolio Management, Mobile Applications, Trading Systems, Fixed Income, Middle Office, Derivatives, Low Latency, Bloomberg, Back Office, Banking, Securities, Trading, Equity Derivatives, Credit Risk, FX Options, Securities Lending, Financial Markets, Credit Derivatives, Interest Rate..., Financial Services, Market Risk, Electronic Trading, SDLC, Financial Risk, Investments, Options, Bonds, Asset Management, Swaps, Vendor Management, Private Banking, Reference Data, Emerging Markets, Strategy, Enterprise Architecture, Capital Markets, IT Strategy, Valuation, Alternative Investments, Equity Trading, PMO, Market Data, Commodity
Education
Crossfire 2012 — 2013
Mobile Programming
Queens College of City University of New York
Master of Computer Science
University of Houston
Computer Science - Graduate School Study
Arunkumar Ramasamy's Credit Suisse Experience 2009 - August 2011
Job Software Engineer
Industry Computer Software
Experience
Bloomberg September 2011 - Present
Credit Suisse 2009 - August 2011
Tata Consultancy Services September 2004 - July 2007
Education
University of Florida 2007 — 2008
M.S, Computer Engineering
Amrita Institute of Technology 2000 — 2004
B.E, Electronics & Communication
Bloomberg September 2011 - Present
Credit Suisse 2009 - August 2011
Tata Consultancy Services September 2004 - July 2007
Education
University of Florida 2007 — 2008
M.S, Computer Engineering
Amrita Institute of Technology 2000 — 2004
B.E, Electronics & Communication
Jan Chaloupka's Credit Suisse Experience February 2005 - June 2005
Job Head of Group Controlling CZ, SK, PL, HU, SRB, HR, SLO
Industry Real Estate
Experience
Immofinanz AG August 2014 - Present
Immofinanz AG November 2011 - August 2014
Immofinanz AG December 2009 - October 2011
Zurich Financial Services April 2008 - November 2009
KPMG Czech Republic September 2005 - March 2008
KPMG United Arab Emirates June 2007 - September 2007
Credit Suisse February 2005 - June 2005
Skills
Due Diligence, Mergers, Auditing, IFRS, Financial Accounting, Forecasting, Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Internal Controls, Investments, Financial Reporting, Project Finance, Business Strategy, SAP, Navision, Real Estate, Mergers & Acquisitions, Cash Flow
Education
CEMS Master's in International Management 2005 — 2008
CEMS MIM, Master of International Management
University of Economics, Prague 2001 — 2007
Dipl. Ing., Economics
Immofinanz AG August 2014 - Present
Immofinanz AG November 2011 - August 2014
Immofinanz AG December 2009 - October 2011
Zurich Financial Services April 2008 - November 2009
KPMG Czech Republic September 2005 - March 2008
KPMG United Arab Emirates June 2007 - September 2007
Credit Suisse February 2005 - June 2005
Skills
Due Diligence, Mergers, Auditing, IFRS, Financial Accounting, Forecasting, Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Internal Controls, Investments, Financial Reporting, Project Finance, Business Strategy, SAP, Navision, Real Estate, Mergers & Acquisitions, Cash Flow
Education
CEMS Master's in International Management 2005 — 2008
CEMS MIM, Master of International Management
University of Economics, Prague 2001 — 2007
Dipl. Ing., Economics
Christopher Salantrie's Credit Suisse Experience May 2015 - Present
Job AVP, Leveraged Finance Credit Risk Reporting at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Bank of America July 2014 - May 2015
Bank of America December 2012 - July 2014
Bank of America April 2011 - December 2012
Bank of America April 2010 - April 2011
Bloomberg December 2008 - January 2010
Lipari Partners, Inc. / Eckhart & Co. January 2007 - March 2008
Skills
Bloomberg, Equities, Trading, Financial Markets, Series 7, Bloomberg Terminal, Financial Analysis, Natural Gas, Capital Markets, Finance, Commodity, Credit Risk, Commodities, Microsoft Office, Middle Office, Trading Systems, Access, Business Analysis, Securities, Electronic Trading, Microsoft Excel, Portfolio Management, Crude Oil, Excel, Reporting & Analysis, Microsoft SQL Server, Leveraged Finance, Leveraged Lending, User Acceptance Testing, PL/SQL, Federal Reserve, OCC, Credit Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Business Administration/Finance
Credit Suisse May 2015 - Present
Bank of America July 2014 - May 2015
Bank of America December 2012 - July 2014
Bank of America April 2011 - December 2012
Bank of America April 2010 - April 2011
Bloomberg December 2008 - January 2010
Lipari Partners, Inc. / Eckhart & Co. January 2007 - March 2008
Skills
Bloomberg, Equities, Trading, Financial Markets, Series 7, Bloomberg Terminal, Financial Analysis, Natural Gas, Capital Markets, Finance, Commodity, Credit Risk, Commodities, Microsoft Office, Middle Office, Trading Systems, Access, Business Analysis, Securities, Electronic Trading, Microsoft Excel, Portfolio Management, Crude Oil, Excel, Reporting & Analysis, Microsoft SQL Server, Leveraged Finance, Leveraged Lending, User Acceptance Testing, PL/SQL, Federal Reserve, OCC, Credit Management
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Business Administration/Finance
Andrew Herschfeld's Credit Suisse Experience March 2011 - June 2012
Job Director of Environmental Markets & Special Projects at MEMO Sunshine Renewables
Industry Financial Services
Experience
EPA / MEMO-Cogen January 2015 - Present
Starfuels April 2013 - January 2015
BGC Partners June 2012 - April 2013
Credit Suisse March 2011 - June 2012
Koss-Olinger Private Wealth Management August 2008 - August 2010
Skills
Trading, Market Research, Analysis, Equities, Fixed Income, Portfolio Management, Corporate Finance, PowerPoint, Financial Modeling, Valuation, Derivatives, Renewable Energy, Economics, Commodity Markets, Commodity, Risk Management
Education
University of Florida - Hough Graduate School of Business
Masters of Science
University of Florida 2004 — 2008
Bachelors, Economics
University of Utrecht
Certificate, European Union Economics / Dutch Economics
EPA / MEMO-Cogen January 2015 - Present
Starfuels April 2013 - January 2015
BGC Partners June 2012 - April 2013
Credit Suisse March 2011 - June 2012
Koss-Olinger Private Wealth Management August 2008 - August 2010
Skills
Trading, Market Research, Analysis, Equities, Fixed Income, Portfolio Management, Corporate Finance, PowerPoint, Financial Modeling, Valuation, Derivatives, Renewable Energy, Economics, Commodity Markets, Commodity, Risk Management
Education
University of Florida - Hough Graduate School of Business
Masters of Science
University of Florida 2004 — 2008
Bachelors, Economics
University of Utrecht
Certificate, European Union Economics / Dutch Economics
Aaditi Joag's Credit Suisse Experience June 2010 - August 2010
Job Software Engineer at AppDynamics
Industry Computer Software
Experience
AppDynamics September 2013 - Present
Vizrt February 2011 - September 2013
Credit Suisse June 2010 - August 2010
Tata Consultancy Services June 2008 - July 2009
Skills
Java, SQL, PL/SQL, Oracle, Databases, Software Development, Testing, Agile Methodologies
Education
University of Florida 2009 — 2010
MS, Computer Engineering
University of Mumbai 2004 — 2008
B.E., I.T.
AppDynamics September 2013 - Present
Vizrt February 2011 - September 2013
Credit Suisse June 2010 - August 2010
Tata Consultancy Services June 2008 - July 2009
Skills
Java, SQL, PL/SQL, Oracle, Databases, Software Development, Testing, Agile Methodologies
Education
University of Florida 2009 — 2010
MS, Computer Engineering
University of Mumbai 2004 — 2008
B.E., I.T.
Kenneth Lawrence's Credit Suisse Experience November 2006 - February 2009
Job Sr. Business Reporting Analyst at 1800PACKRAT
Industry Information Technology and Services
Experience
1-800-PACK-RAT June 2015 - Present
TEKsystems (IBM/Seterus) May 2013 - April 2015
Alliance Behavioral Healthcare April 2010 - March 2013
Robert Half Technology (The Durham Center) April 2010 - February 2011
Credit Suisse November 2006 - February 2009
TEKsystems March 2005 - November 2006
bioMerieux March 2004 - January 2005
ITI December 2003 - February 2004
TEKsystems August 2003 - December 2003
GKN Driveline January 1998 - July 2003
Skills
Crystal Reports, Visual Basic, Unix, Microsoft SQL Server, VB.NET, SQL, Data Migration, Data Analysis, MS Integration Services, MS Reporting Services, Access, Data Warehousing, ASP.NET, Servers, Active Directory, Troubleshooting
Education
University of Georgia - Terry College of Business 1990 — 1993
BBA, Management Sciences/Information Technology
1-800-PACK-RAT June 2015 - Present
TEKsystems (IBM/Seterus) May 2013 - April 2015
Alliance Behavioral Healthcare April 2010 - March 2013
Robert Half Technology (The Durham Center) April 2010 - February 2011
Credit Suisse November 2006 - February 2009
TEKsystems March 2005 - November 2006
bioMerieux March 2004 - January 2005
ITI December 2003 - February 2004
TEKsystems August 2003 - December 2003
GKN Driveline January 1998 - July 2003
Skills
Crystal Reports, Visual Basic, Unix, Microsoft SQL Server, VB.NET, SQL, Data Migration, Data Analysis, MS Integration Services, MS Reporting Services, Access, Data Warehousing, ASP.NET, Servers, Active Directory, Troubleshooting
Education
University of Georgia - Terry College of Business 1990 — 1993
BBA, Management Sciences/Information Technology
Jared Tootell's Credit Suisse Experience June 2000 - February 2009
Job Director at TD Securities (USA) LLC
Industry Banking
Experience
TD Securities (USA) LLC January 2012 - Present
TD Securities March 2009 - Present
Credit Suisse June 2000 - February 2009
Education
University of Delaware 1995 — 1999
BS Business Administration, Operations Management, Economics
TD Securities (USA) LLC January 2012 - Present
TD Securities March 2009 - Present
Credit Suisse June 2000 - February 2009
Education
University of Delaware 1995 — 1999
BS Business Administration, Operations Management, Economics
Jonathan Brackman, CFA's Credit Suisse Experience January 2014 - Present
Job MultiAsset & Special Situations Trading at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
Credit Suisse July 2011 - January 2014
Education
University of Florida - Warrington College Of Business
Bachelor of Science in Business Administration
Credit Suisse January 2014 - Present
Credit Suisse July 2011 - January 2014
Education
University of Florida - Warrington College Of Business
Bachelor of Science in Business Administration
Adam Pagh's Credit Suisse Experience August 2010 - May 2011
Job Securitized Products Sales and Trading at Nomura
Industry Financial Services
Experience
Nomura Securities September 2011 - Present
Credit Suisse August 2010 - May 2011
J.P. Morgan Asset Management July 2007 - August 2010
Education
University of Denver 2003 — 2007
BSBA, Finance
Nomura Securities September 2011 - Present
Credit Suisse August 2010 - May 2011
J.P. Morgan Asset Management July 2007 - August 2010
Education
University of Denver 2003 — 2007
BSBA, Finance
Matt Vandenack's Credit Suisse Experience 2006 - 2008
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Principal Financial Group September 2008 - September 2011
Credit Suisse 2006 - 2008
Lehman Brothers 2004 - 2006
Vandenack, PC 1991 - 1996
Skills
Estate Planning, Fixed Income, High Net Worth..., Investment Strategies, Finance, Wealth, Life Insurance, Business Planning, Tax, Investments, Securities, Wealth Management..., Structured Finance, Asset Management, Wealth Management, Financial Advisory
Education
University of Georgia School of Law 1988 — 1991
JD
University of Nebraska-Lincoln 1983 — 1987
BA, International Relations; emphasis in Economics
Merrill Lynch August 2011 - Present
Principal Financial Group September 2008 - September 2011
Credit Suisse 2006 - 2008
Lehman Brothers 2004 - 2006
Vandenack, PC 1991 - 1996
Skills
Estate Planning, Fixed Income, High Net Worth..., Investment Strategies, Finance, Wealth, Life Insurance, Business Planning, Tax, Investments, Securities, Wealth Management..., Structured Finance, Asset Management, Wealth Management, Financial Advisory
Education
University of Georgia School of Law 1988 — 1991
JD
University of Nebraska-Lincoln 1983 — 1987
BA, International Relations; emphasis in Economics
Hampton Shiver's Credit Suisse Experience August 2001 - April 2011
Job Managing Director, Business Development, GE Aviation
Industry Aviation & Aerospace
Experience
GE Aviation May 2011 - Present
Credit Suisse August 2001 - April 2011
Salomon Smith Barney February 1997 - June 1999
Nationsbank June 1995 - February 1997
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Corporate Development, Divestitures, Joint Ventures, Financial Analysis, M&A experience, Cross-functional Team..., Strategic Partnerships, Business Strategy, Business Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
Business, Finance
GE Aviation May 2011 - Present
Credit Suisse August 2001 - April 2011
Salomon Smith Barney February 1997 - June 1999
Nationsbank June 1995 - February 1997
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Corporate Development, Divestitures, Joint Ventures, Financial Analysis, M&A experience, Cross-functional Team..., Strategic Partnerships, Business Strategy, Business Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
Business, Finance
Theresa (Terri) Kubu's Credit Suisse Experience July 1997 - March 2004
Job Payroll Specialist
Industry Financial Services
Experience
Froehlich Financial Group July 2014 - March 2015
The Earle Companies 2013 - July 2014
1st Worldwide Financial March 2004 - February 2011
Credit Suisse July 1997 - March 2004
Morgan Stanley & Co., Inc June 1992 - July 1997
Skills
Sales, Team Management, Credit, Financial Analysis, Risk Management
Education
University of Delaware 1987 — 1991
BS, Marketing
Froehlich Financial Group July 2014 - March 2015
The Earle Companies 2013 - July 2014
1st Worldwide Financial March 2004 - February 2011
Credit Suisse July 1997 - March 2004
Morgan Stanley & Co., Inc June 1992 - July 1997
Skills
Sales, Team Management, Credit, Financial Analysis, Risk Management
Education
University of Delaware 1987 — 1991
BS, Marketing
Stephen Porzio's Credit Suisse Experience 2005 - 2007
Job Associate Director, KPMG
Industry Financial Services
Experience
KPMG US 2014 - Present
Morgan Stanley 2007 - 2013
Credit Suisse 2005 - 2007
Skills
Global Sourcing, Vendor Management, Negotiation, Process Improvement, Strategy, Business Process..., Management, Contract Negotiation, Sourcing, Outsourcing, Risk Management
Education
University of Hartford
Bachelor of Arts (B.A.), Economics
KPMG US 2014 - Present
Morgan Stanley 2007 - 2013
Credit Suisse 2005 - 2007
Skills
Global Sourcing, Vendor Management, Negotiation, Process Improvement, Strategy, Business Process..., Management, Contract Negotiation, Sourcing, Outsourcing, Risk Management
Education
University of Hartford
Bachelor of Arts (B.A.), Economics
Geoffrey Gardner, CFA's Credit Suisse Experience 1997 - 2000
Job Principal, Patriot Equities
Industry Real Estate
Experience
Patriot Equities August 2005 - Present
Preferred Real Estate Investments Inc. March 2000 - July 2005
Credit Suisse 1997 - 2000
Education
University of Delaware 1992 — 1997
BS, Finance
CFA Institute
Patriot Equities August 2005 - Present
Preferred Real Estate Investments Inc. March 2000 - July 2005
Credit Suisse 1997 - 2000
Education
University of Delaware 1992 — 1997
BS, Finance
CFA Institute
robert durham's Credit Suisse Experience September 2008 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2008 - Present
Sigma Nu Educational Foundation 2012 - Present
Sigma Nu Fraternity, Inc. 2010 - 2012
Lehman Brothers 1994 - 2008
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Finance
Credit Suisse September 2008 - Present
Sigma Nu Educational Foundation 2012 - Present
Sigma Nu Fraternity, Inc. 2010 - 2012
Lehman Brothers 1994 - 2008
Education
University of Georgia - Terry College of Business 1975 — 1979
BBA, Finance
Jonathan Perlin's Credit Suisse Experience June 2012 - August 2012
Job Electronic Data Interchange Integration Engineer team lead at Epic
Industry Computer Software
Experience
Epic August 2013 - Present
University of Illinois at Urbana-Champaign August 2012 - December 2012
Credit Suisse June 2012 - August 2012
University of Illinois at Urbana-Champaign January 2012 - May 2012
University of Illinois at Urbana-Champaign January 2011 - December 2011
Skills
C++, Python, HTML, Microsoft Office, Java, JavaScript, C, Test Driven Development, Physics, SQL, PHP, CSS, MySQL, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Unit Testing, Solid State Physics, Quantum Mechanics, Subatomic Physics, HL7, MUMPS, Intersystems Cache, Healthcare Information..., Scrum
Education
University of Illinois at Urbana-Champaign 2009 — 2013
bachelor's of science, engineering physics
Epic August 2013 - Present
University of Illinois at Urbana-Champaign August 2012 - December 2012
Credit Suisse June 2012 - August 2012
University of Illinois at Urbana-Champaign January 2012 - May 2012
University of Illinois at Urbana-Champaign January 2011 - December 2011
Skills
C++, Python, HTML, Microsoft Office, Java, JavaScript, C, Test Driven Development, Physics, SQL, PHP, CSS, MySQL, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Unit Testing, Solid State Physics, Quantum Mechanics, Subatomic Physics, HL7, MUMPS, Intersystems Cache, Healthcare Information..., Scrum
Education
University of Illinois at Urbana-Champaign 2009 — 2013
bachelor's of science, engineering physics
Anthony Solfaro's Credit Suisse Experience May 2015 - Present
Job Private Bank BSD at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Clearedge Consulting April 2014 - May 2015
Houlihan's Restaurants, Inc. June 2013 - April 2014
Credit Suisse June 2012 - August 2012
Club Demonstration Services June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Process Improvement, Leadership, QuickBooks
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Holmdel high school 2005 — 2009
Credit Suisse May 2015 - Present
Clearedge Consulting April 2014 - May 2015
Houlihan's Restaurants, Inc. June 2013 - April 2014
Credit Suisse June 2012 - August 2012
Club Demonstration Services June 2011 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Process Improvement, Leadership, QuickBooks
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Holmdel high school 2005 — 2009
Dell Dailey Jr.'s Credit Suisse Experience June 2013 - August 2013
Job NPI Materials Program Manager at Apple
Industry Logistics and Supply Chain
Experience
Apple July 2014 - Present
Credit Suisse June 2013 - August 2013
US Army April 2011 - May 2012
US Army August 2010 - April 2011
US Army April 2009 - August 2010
US Army May 2007 - April 2008
Skills
Military, Leadership, Analysis, Program Management, Process Improvement, Logistics, Strategic Planning, Management, Financial Modeling, Cross-functional Team..., Strategy, Business Strategy, Project Management, Data Analysis, Supply Chain Management, Negotiation
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Florida 2002 — 2006
BS, Political Science and Government
Apple July 2014 - Present
Credit Suisse June 2013 - August 2013
US Army April 2011 - May 2012
US Army August 2010 - April 2011
US Army April 2009 - August 2010
US Army May 2007 - April 2008
Skills
Military, Leadership, Analysis, Program Management, Process Improvement, Logistics, Strategic Planning, Management, Financial Modeling, Cross-functional Team..., Strategy, Business Strategy, Project Management, Data Analysis, Supply Chain Management, Negotiation
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Florida 2002 — 2006
BS, Political Science and Government
Brett Seitler's Credit Suisse Experience September 2012 - August 2014
Job Business Finance Analyst at Maersk Line
Industry Financial Services
Experience
Maersk Line August 2014 - Present
Credit Suisse September 2012 - August 2014
Skills
Financial Analysis, Valuation, Microsoft Office, Corporate Finance
Education
University of Florida 2011 — 2012
Master of Arts (M.A.), International Business
University of Florida 2007 — 2011
Bachelor of Science, Accounting
Maersk Line August 2014 - Present
Credit Suisse September 2012 - August 2014
Skills
Financial Analysis, Valuation, Microsoft Office, Corporate Finance
Education
University of Florida 2011 — 2012
Master of Arts (M.A.), International Business
University of Florida 2007 — 2011
Bachelor of Science, Accounting
Annie Dong Guo's Credit Suisse Experience January 2008 - Present
Job Assistant Vice President, Financial Control at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2008 - Present
Deloitte September 2005 - January 2008
Donald G. Powell, Tax Preparation & Planning September 2003 - April 2004
Shanghai Baosteel Group Corporation March 2000 - June 2002
Skills
Proficient in English..., Microsoft Word, Excel,..., Financial Analysis, Financial Reporting, Auditing, GAAP, SOX 404, Financial Accounting
Education
University of Florida
Master's Degree, Accounting
Northeastern Unversity, Shenyang, China
Bachelor's Degree, Accounting
Credit Suisse January 2008 - Present
Deloitte September 2005 - January 2008
Donald G. Powell, Tax Preparation & Planning September 2003 - April 2004
Shanghai Baosteel Group Corporation March 2000 - June 2002
Skills
Proficient in English..., Microsoft Word, Excel,..., Financial Analysis, Financial Reporting, Auditing, GAAP, SOX 404, Financial Accounting
Education
University of Florida
Master's Degree, Accounting
Northeastern Unversity, Shenyang, China
Bachelor's Degree, Accounting
Joseph McGovern, CFA's Credit Suisse Experience January 2015 - Present
Job AVP Credit Risk Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
RBC Capital Markets November 2011 - December 2014
MJX Asset Management July 2008 - November 2011
Skills
Capital Markets
Education
University of Delaware 2004 — 2008
Honors Degree, Double Major in Finance and Accounting
CFA Institute
CFA Charterholder
Credit Suisse January 2015 - Present
RBC Capital Markets November 2011 - December 2014
MJX Asset Management July 2008 - November 2011
Skills
Capital Markets
Education
University of Delaware 2004 — 2008
Honors Degree, Double Major in Finance and Accounting
CFA Institute
CFA Charterholder
Kathleen Howe-Hrach's Credit Suisse Experience January 2008 - May 2013
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC June 2015 - July 2015
Whitnell & Co. June 2013 - April 2015
Credit Suisse January 2008 - May 2013
Mueller & Co., LLP November 2006 - December 2007
Northern Trust October 2000 - August 2005
Skills
Financial Planning, Financial Analysis, Investments, Wealth Management, Financial Reporting, Tax, Finance, High Net Worth..., Financial Services, Mutual Funds, Auditing, Corporate Tax, Tax Returns, Financial Accounting, Private Equity, Financial Planners, Strategic Financial..., Estate Planning, Retirement Planning, Insurance, General Ledger, Accounting
Education
University of Illinois at Chicago 1982 — 1985
BS Accounting, Accounting
PwC June 2015 - July 2015
Whitnell & Co. June 2013 - April 2015
Credit Suisse January 2008 - May 2013
Mueller & Co., LLP November 2006 - December 2007
Northern Trust October 2000 - August 2005
Skills
Financial Planning, Financial Analysis, Investments, Wealth Management, Financial Reporting, Tax, Finance, High Net Worth..., Financial Services, Mutual Funds, Auditing, Corporate Tax, Tax Returns, Financial Accounting, Private Equity, Financial Planners, Strategic Financial..., Estate Planning, Retirement Planning, Insurance, General Ledger, Accounting
Education
University of Illinois at Chicago 1982 — 1985
BS Accounting, Accounting
Dolly Yuen's Credit Suisse Experience February 2007 - Present
Job Assistant Vice President, Credit Suisse
Industry Banking
Experience
Credit Suisse February 2007 - Present
Standard Chartered Bank November 2005 - December 2006
Skills
Private Banking, Foreign Exchange, Series 7, Bonds, Relationship Management, Series 66, Series 3, Bloomberg Terminal, Reuters, FactSet, Fixed Income Analysis, Municipal Bonds, High Yield Bonds, Microsoft Excel, Cash Management, Trading, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2018
Master of Business Administration (MBA)
University of Florida 2001 — 2005
Bachelor, Finance and Economics
Credit Suisse February 2007 - Present
Standard Chartered Bank November 2005 - December 2006
Skills
Private Banking, Foreign Exchange, Series 7, Bonds, Relationship Management, Series 66, Series 3, Bloomberg Terminal, Reuters, FactSet, Fixed Income Analysis, Municipal Bonds, High Yield Bonds, Microsoft Excel, Cash Management, Trading, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2018
Master of Business Administration (MBA)
University of Florida 2001 — 2005
Bachelor, Finance and Economics
Shruti Dubey's Credit Suisse Experience May 2007 - February 2010
Job Sr. Software Engineer at Allscripts
Industry Utilities
Experience
Allscripts October 2011 - Present
Progress Energy March 2010 - September 2011
Credit Suisse May 2007 - February 2010
Progress Energy May 2005 - May 2007
GlaxoSmithKline March 2004 - March 2005
National Park Service July 2002 - November 2003
Skills
SDLC, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, SharePoint
Education
University of Denver 2001 — 2003
Master of Science, Computer Science
RKDF
Allscripts October 2011 - Present
Progress Energy March 2010 - September 2011
Credit Suisse May 2007 - February 2010
Progress Energy May 2005 - May 2007
GlaxoSmithKline March 2004 - March 2005
National Park Service July 2002 - November 2003
Skills
SDLC, Requirements Analysis, Microsoft SQL Server, Agile Methodologies, SharePoint
Education
University of Denver 2001 — 2003
Master of Science, Computer Science
RKDF
Ryan M. Brown's Credit Suisse Experience October 2005 - October 2007
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street December 2007 - Present
Credit Suisse October 2005 - October 2007
Citi February 2004 - October 2005
Liberty Mutual Insurance October 2001 - February 2004
Skills
Equities, Fixed Income, Securities, Hedge Funds, Mutual Funds, Derivatives, Corporate Actions, Valuation, Bloomberg, Microsoft Office, Microsoft Word, Microsoft Excel, Access, PowerPoint
Education
University of Delaware 1996 — 2001
Bachelor of Arts, Economics
University of Delaware
Economics
State Street December 2007 - Present
Credit Suisse October 2005 - October 2007
Citi February 2004 - October 2005
Liberty Mutual Insurance October 2001 - February 2004
Skills
Equities, Fixed Income, Securities, Hedge Funds, Mutual Funds, Derivatives, Corporate Actions, Valuation, Bloomberg, Microsoft Office, Microsoft Word, Microsoft Excel, Access, PowerPoint
Education
University of Delaware 1996 — 2001
Bachelor of Arts, Economics
University of Delaware
Economics
Rose Shmuely's Credit Suisse Experience April 2008 - August 2011
Job Hedge Fund Accounting
Industry Banking
Experience
Credit Suisse April 2008 - August 2011
Credit Suisse April 2006 - August 2008
UBS December 2003 - April 2006
Anchin, Block & Anchin LLP November 2000 - November 2003
Education
University of Delaware
Bachelor of Science in Accounting, Accounting
Credit Suisse April 2008 - August 2011
Credit Suisse April 2006 - August 2008
UBS December 2003 - April 2006
Anchin, Block & Anchin LLP November 2000 - November 2003
Education
University of Delaware
Bachelor of Science in Accounting, Accounting
Cindy Olson's Credit Suisse Experience January 1999 - December 2002
Job Director Equity Sales at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2003 - Present
Credit Suisse January 1999 - December 2002
Citi January 1991 - December 1998
Skills
Equity Research, Bloomberg, Capital Markets, Equities, Series 7, Mutual Funds, Series 63, Institutional, Equity Sales
Education
University of Delaware 1977 — 1981
Bachelor of Science (BS), Business/Marketing
Janney Montgomery Scott January 2003 - Present
Credit Suisse January 1999 - December 2002
Citi January 1991 - December 1998
Skills
Equity Research, Bloomberg, Capital Markets, Equities, Series 7, Mutual Funds, Series 63, Institutional, Equity Sales
Education
University of Delaware 1977 — 1981
Bachelor of Science (BS), Business/Marketing
Blaise Jenkins's Credit Suisse Experience February 2009 - Present
Job Global Head of Change Asset Management at Credit Suisse
Industry Banking
Experience
Credit Suisse February 2009 - Present
Credit Suisse January 2008 - January 2009
Bank of America October 2006 - December 2007
Credit Suisse April 2005 - October 2006
Credit Suisse January 2001 - April 2005
Barclays Capital 1999 - December 2000
Barclays Capital 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Goldman Sachs 1993 - 1995
Goldman Sachs 1992 - 1993
Education
Exeter University
Bachelor of Science (B.S.)
Credit Suisse February 2009 - Present
Credit Suisse January 2008 - January 2009
Bank of America October 2006 - December 2007
Credit Suisse April 2005 - October 2006
Credit Suisse January 2001 - April 2005
Barclays Capital 1999 - December 2000
Barclays Capital 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Goldman Sachs 1993 - 1995
Goldman Sachs 1992 - 1993
Education
Exeter University
Bachelor of Science (B.S.)
Jansen Stamps's Credit Suisse Experience November 1986 - April 1995
Job HEDGE FUND GENERAL PARTNER
Industry Financial Services
Experience
, January 2000 - Present
J.P. Morgan May 2008 - November 2013
BEAR STEARNS April 1995 - May 2008
Credit Suisse November 1986 - April 1995
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1977 — 1980
BSBA, Finance, General
, January 2000 - Present
J.P. Morgan May 2008 - November 2013
BEAR STEARNS April 1995 - May 2008
Credit Suisse November 1986 - April 1995
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1977 — 1980
BSBA, Finance, General
Scott Choi's Credit Suisse Experience January 2006 - April 2010
Job Finance Director Prime Finance VP at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2014 - Present
Barclays Investment Bank April 2010 - June 2014
Credit Suisse January 2006 - April 2010
BNP Paribas March 2005 - January 2006
Education
University of Hawaii at Manoa
BBA, Finance
Deutsche Bank June 2014 - Present
Barclays Investment Bank April 2010 - June 2014
Credit Suisse January 2006 - April 2010
BNP Paribas March 2005 - January 2006
Education
University of Hawaii at Manoa
BBA, Finance
Bobby Hennessy's Credit Suisse Experience June 2012 - Present
Job Investment Banker Commercial Properties at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2012 - Present
Credit Suisse June 2011 - August 2011
Wealth Management Systems, Inc (WMSI) June 2010 - August 2010
Education
University of Denver 2008 — 2012
Credit Suisse June 2012 - Present
Credit Suisse June 2011 - August 2011
Wealth Management Systems, Inc (WMSI) June 2010 - August 2010
Education
University of Denver 2008 — 2012
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.