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
VMG Partners April 2015 - Present
Rockflower Partners Inc. March 2015 - Present
Credit Suisse July 2013 - March 2015
Credit Suisse June 2012 - August 2012
Clinton Global Initiative September 2011 - June 2012
University of Pennsylvania January 2011 - June 2012
Delaware Investments, a member of the Macquarie Group January 2012 - March 2012
Clinton Foundation May 2011 - August 2011
Wharton Business School September 2010 - April 2011
Garces Restaurant Group August 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Investment Banking, Financial Modeling, Corporate Finance, Business Strategy, Valuation, Microsoft Word, Accounting, Finance, Microeconomics, Macroeconomics, Factset, Barra Aegis, LexisNexis, Due Diligence, Strategy, Mergers & Acquisitions, Analysis, Analytics
Education
University of Pennsylvania 2009 — 2013
BA, Philosophy, Politics, and Economics, Italian Studies
Agnes Irwin School 2005 — 2009
Uber June 2015 - Present
Tresalia Capital July 2014 - September 2014
Overseas Private Investment Corporation June 2014 - July 2014
Endeavor August 2012 - August 2013
Credit Suisse July 2009 - August 2012
Credit Suisse June 2008 - August 2008
Council on Foreign Relations June 2007 - August 2007
Skills
Trading, Emerging Markets, Latin America, Financial Modeling, Valuation, Private Equity, Corporate Finance, Bloomberg, Venture Capital, Spanish, Investment Banking, Economics, Due Diligence, Financial Analysis, Entrepreneurship, Hedge Funds, Equities, Investments, Research, International..., Capital Markets
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master's Degree, International/Global Studies
University of Pennsylvania 2005 — 2009
B.A., Philosophy, Politics, and Economics; Hispanic Studies; Modern Middle Eastern Studies, Magna Cum Laude
Deerfield Academy 2001 — 2005
RegEd October 2014 - Present
Zumba March 2006 - Present
Relias Learning July 2013 - October 2014
Credit Suisse April 2013 - July 2013
Agresso AS 2001 - 2005
PricewaterhouseCoopers - Service Delivery Center (PwC SDC) 2000 - 2001
Bechtel Corporation 1995 - 2000
Skills
Project Management, Business Analysis, Analysis, Program Management, Leadership, Zumba, Management, Change Management, SaaS, ERP, Access, Strategic Planning, Team Leadership, Training, Dance, SQL, Microsoft Office, Budgets, Forecasting, Testing, Team Building, ERP Implementations, MS Project, Visio, HTML, Business Process..., SharePoint, Microsoft Excel, PowerPoint, Crystal Reports, Microsoft Word, Salesforce.com, Outlook, SnagIt, Analytics, Software Documentation, Social Media, Learning Management..., E-Learning, Fluent in Spanish, OpenAir, GoToMeeting, OneNote, MailChimp, Process Improvement, Product Management, Software Implementation, Microsoft Project
Education
Wilfrid Laurier University 1998 — 2000
MBA, IT and Marketing
University of Ottawa / Université d'Ottawa 1987 — 1992
B.A. Sc in Chemical Engineering, Biotechnology
University of Ottawa / Université d'Ottawa 1987 — 1991
B.Sc, Biochemistry
BlackRock August 2014 - Present
University of Oregon Investment Group May 2013 - April 2014
Credit Suisse June 2013 - August 2013
University of Oregon Investment Group May 2012 - June 2013
U.S. Bank June 2012 - September 2012
University of Oregon Investment Group April 2012 - May 2012
John R. Adkisson PC February 2012 - May 2012
Education
University of Oregon 2010 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
PwC 2014 - Present
PwC 2012 - 2014
University of Notre Dame January 2011 - May 2012
Cathy Wynne CPA October 2009 - May 2012
F. Clark Power, Ed.D January 2009 - May 2012
Credit Suisse May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Research, Financial Analysis, Access, Corporate Finance, Microsoft Word, Accounting, Financial Reporting, Business Analysis, Due Diligence, Strategic Planning, Forecasting, Business Strategy, Team Building, Business Planning, Accounts Receivable, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
B.A., Accountancy and Italian Studie
2004-2008: River Dell Regional High School 2004 — 2008
FGI Finance March 2014 - Present
Sierra Nevada Investment Group July 2013 - March 2014
USC Marshall School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Wells Fargo Capital Finance June 2010 - July 2011
Wells Fargo Capital Finance June 2008 - June 2010
Merrill Lynch August 2007 - March 2008
Union Bank August 2006 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investment Banking, Capital Markets, Business Development, Credit, Banking
Education
USC Marshall School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 2002 — 2006
BS, International Relations
Viewpoint
KARBONE June 2015 - Present
Grove International Partners September 2014 - April 2015
MintCombine January 2014 - February 2014
Credit Suisse June 2013 - August 2013
Skills
DCF Valuation, Private Equity, Commercial Real Estate, Due Diligence, Microsoft Office, Economics, Research, Microsoft Excel, Start-ups, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Word, Teamwork, Statistics, Data Analysis, Public Speaking, English, Business Development, Business Strategy, Alternative Investments, Cryptography, CryptoAPI, Market Research, Stata, Entrepreneurship, International Relations
Education
Williams College 2010 — 2014
Bachelor of Arts (B.A.), Economics
King's Academy 2008 — 2010
High School/Secondary Diploma Programs
Oxford University 2009 — 2009
Pembroke College - Economics Summer Program
Electronifie Inc. February 2014 - Present
Avantium Investment Management September 2011 - January 2014
Credit Suisse July 1996 - November 2010
Skills
Trading Systems, Derivatives, Python, Data Analysis, Mathematics, Trading, Risk Management, FX Options, Equities, Capital Markets, Investment Banking, Securitization, Bonds, Finance, Credit, Fixed Income, VBA
Education
University of Oxford 1991 — 1994
PhD, Mathematics
University of Oxford 1988 — 1991
BA, Mathematics
Credit Suisse June 2014 - Present
University of Pennsylvania August 2013 - December 2013
Insight Venture Partners June 2013 - August 2013
University of Pennsylvania June 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Engineering, Systems Engineering
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science in Economics, Concentration in Finance
Texas Academy of Math and Science 2009 — 2011
Harry's Grooming January 2015 - Present
Freelance Consulting April 2014 - December 2014
Millennium Management June 2013 - March 2014
SAC Capital August 2011 - May 2013
Credit Suisse July 2009 - June 2011
Credit Suisse June 2008 - August 2008
Famous June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Valuation, Finance, Mergers & Acquisitions, Hedge Funds, Bloomberg, Equity Research, Equities, Corporate Finance, Alternative Investments, Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg Terminal, Consumer, Research, LBO, Investments, Asset Management, Financial Analysis, Equity Valuation, DCF, Economics, Financial Markets, Investment Management, Series 7, M&A experience, Due Diligence, SQL
Education
University of Pennsylvania
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics (Concentrations in Finance & Accounting, minor in Mathematics)
Watchung Hills Regional High School
EurAmerican Import Co. September 1994 - Present
Societe Generale September 1983 - November 1991
Olympic Committee of Switzerland January 1982 - August 1984
Swiss Bank Corporation August 1981 - June 1983
Credit Suisse March 1976 - April 1981
Skills
Entrepreneurship, New Business Development, Marketing, Business Strategy, Sales Management, Small Business, Product Development, Start-ups, Strategic Planning, Team Building, Coaching, Sales, Business Planning, Food & Beverage, Finance, Fitness, Health, Negotiation, Tutoring, Valuation, Writing, Youth Mentoring, Marketing Strategy, Management
Education
University of Oregon 1964 — 1970
Master of Arts (MA) in Economics & Political Science. BA in Mathematics & General Science, Economics, Political Science. Mathematics & Physical Sciences.
University of Berne, Switzerland 1963 — 1964
Pre-Med Degree, Physical Sciences
Credit Suisse September 2014 - Present
U.S. Securities and Exchange Commission September 2013 - December 2013
Nissan North America May 2013 - August 2013
Vanderbilt Office of the General Counsel May 2012 - August 2012
Mafu Mafu Language School August 2009 - August 2011
The JET Programme August 2007 - August 2011
Moore Excavation Inc. 2001 - 2004
Skills
Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Research, Public Speaking, Westlaw, Litigation, Social Media, Customer Service, Civil Litigation, Teamwork, English, Corporate Law, Criminal Law, Commercial Litigation, Courts, Intellectual Property, Legal Research, Mediation
Education
Vanderbilt University Law School 2011 — 2014
Doctor of Jurisprudence 2014, Law
Washington State University 2004 — 2007
Bachelor of Arts (B.A.), Philosophy, Pre-Law Track
University of Oregon 2001 — 2003
Folger Hill Asset Management December 2014 - Present
Balyasny Asset Management L.P. November 2012 - November 2014
Plural Investments, LLC April 2012 - November 2012
Plural Investments, LLC January 2011 - April 2012
Plural Investments, LLC July 2008 - January 2011
One East Partners February 2008 - June 2008
Pequot Capital Management March 2006 - February 2008
Credit Suisse May 2005 - March 2006
Goldman Sachs October 2004 - February 2005
Skills
VAR, Risk Management, Data Warehousing, Exposure Assessment, Volatility, Correlation, Correlation Analysis, Long/Short Equity, Equities, Financial Risk, Fixed Income, Trading, Alternative Investments, Hedge Funds, Options, Market Risk, Investments, Capital Markets
Education
University of Oregon 1998 — 2004
BS
Senshu University 2000 — 2000
Credit Suisse June 2015 - August 2015
The Boston Consulting Group July 2014 - August 2014
Oliver Wyman May 2014 - June 2014
KPMG, Economic Research Institute June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Research, Data Analysis, Social Media, Photoshop, Market Research, Event Planning, PowerPoint, Editing, Teamwork
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Communication and Consumer Psychology
St. Margaret's School 2006 — 2011
Victorian Certificate of Education, ATAR: Australian Tertiary Admission Rank of 99.40 (national percentile), Valedictorian
Goldman Sachs July 2014 - Present
Credit Suisse June 2013 - August 2013
Biogen Idec June 2012 - August 2012
University of Pennsylvania, Department of Mathematics June 2011 - September 2011
Education
University of Pennsylvania 2010 — 2014
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Finance, Summa Cum Laude
Lincoln-Sudbury Regional High School 2006 — 2010
Lincoln-Sudbury Regional High School
Security Benefit December 2013 - Present
Credit Suisse July 2011 - Present
Credit Suisse June 2010 - August 2010
Dalan Management June 2009 - August 2009
Schonfeld Securities June 2008 - August 2008
Skills
Excel, Word, PowerPoint, Investment Banking, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Microsoft Office, Valuation, Private Equity, Teamwork, Due Diligence, Microsoft Excel, Investments, Capital Markets, Microsoft Word
Education
University of Pennsylvania 2007 — 2011
BA, Economics
Roslyn High School 2003 — 2007
Bank of America Merrill Lynch January 2015 - Present
Deutsche Bank October 2010 - October 2013
Business Consultant August 2006 - October 2010
P&J Realty August 2006 - August 2010
Filter 14 / NA May 2000 - January 2006
United States Government / DCFC August 1999 - December 2000
Credit Suisse January 1996 - July 1999
Bear Stearns & Company May 1990 - January 1996
Skills
Hedge Funds, Analytics, Negotiation, Management, Valuation, Risk Management, Finance, Start-ups, Banking, Portfolio Management, Financial Risk, Investment Banking, Management Consulting, Loans, Structured Finance, Securities, Credit, Bonds, Fixed Income, Derivatives, Market Risk, Trading, Capital Markets, Equities, Financial Modeling, Asset Management, Structured Products, Financial Markets, Investments, Strategy
Education
University of Pennsylvania
BA, Economics
Espalier Global Management November 2012 - Present
Jabre Capital Partners August 2008 - October 2012
SAC Capital November 2007 - August 2008
Galleon Group February 2004 - October 2007
Credit Suisse July 1998 - February 2004
Education
Oxford University 1994 — 1998
Bachelor of Arts (B.A.), PPE
King James's School, Knaresborough 1987 — 1994
Hayman Capital Management January 2014 - Present
H.I.G. WhiteHorse July 2012 - December 2013
Goldman Sachs July 2006 - July 2012
Credit Suisse June 2005 - August 2005
Pacesetter Capital Group December 2001 - September 2004
Bear Stearns April 2000 - November 2001
Ernst & Young September 1999 - April 2000
Skills
Private Equity, Investment Banking, Corporate Finance, Leveraged Finance, Special Situations..., Credit Analysis, Distressed Debt, High Yield, Energy, Deal Execution, Mezzanine, Debt Structuring, Equity Research, Equity Valuation, Natural Resources
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
University of Oklahoma - Price College of Business 1994 — 1999
BBA, Finance and Accounting
American Life, Inc. 2014 - Present
Lightbox Real Estate 2014 - 2014
Lovely Inc 2013 - 2014
LiquidSpace 2011 - 2013
Clairvue Capital Partners 2010 - 2011
The Kor Group & Viceroy Hotel Group 2007 - 2010
Credit Suisse 2006 - 2006
Lubert Adler 2005 - 2005
Skills
Real Estate Development, Corporate Finance, Real Estate Private..., Real Estate, Negotiation, Business Development, Startup Development, Mergers & Acquisitions, Financial Modeling, Investments, Due Diligence, Management
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Lakeside School
JPMorgan Chase February 2012 - Present
Credit Suisse October 1996 - February 2012
Credit Suisse October 1996 - February 2012
Education
UCL 1993 — 1995
Master of Computer Science, Computer Science
University of Nottingham 1989 — 1993
CipherHealth July 2012 - Present
New York City Council July 2011 - June 2012
U.S. House of Representatives June 2010 - July 2011
New York State Assembly April 2010 - June 2010
US Census Bureau March 2010 - June 2010
Credit Suisse May 2008 - August 2008
U.S. Department of State January 2007 - April 2007
Hess Corporation 2007 - 2007
Prep for Prep June 1998 - June 2005
Skills
Public Policy, Policy Analysis, Public Speaking, Client Relations Skills, Government, Legislative Research, Political Campaigns, Community Outreach, Politics, Legislative Relations, International Relations, Legislation, Strategic Communications, Grassroots Organizing, Hospitals, Data Analysis, Grant Writing
Education
Hotchkiss 2005 — 2009
University of Pennsylvania 2005 — 2009
International Relations, History, Economics, Political Science
Credit Suisse December 2014 - Present
Standard & Poor's August 2006 - November 2014
Credit Suisse June 2005 - August 2005
DUNHAM & ASSOCIATES INVESTMENT COUNSEL December 2002 - July 2004
Banc of America Securities June 2000 - July 2002
Skills
Structured Finance, Securitization, ABS, Capital Markets, Structured Products, Student Loans, Derivatives, Credit Analysis, CDO, Bonds, ISDA, Valuation, Financial Modeling
Education
New York University, Stern School of Business 2004 — 2006
MBA, Finance; Financial Instruments and Markets
University of Pennsylvania 1996 — 2000
BA, Economics
Credit Suisse January 2004 - Present
Education
Oxford University
Master of Engineering (M.Eng.)
Credit Suisse November 2013 - Present
Goldman Sachs July 2012 - October 2013
Goldman Sachs November 2010 - October 2011
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Skills
Economics, Data Analysis, Financial Analysis, Politics, Public Policy, Policy Analysis, Research, Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Valuation
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science, Finance, Summa Cum Laude
University of Pennsylvania 2011 — 2015
Bachelor of Arts, Political Science, Summa Cum Laude
Cypress Bay High School 2007 — 2011
Diploma
Bain Capital - Sankaty Advisors February 2014 - Present
City Capital Advisors July 2012 - January 2014
United States Olympic Committee May 2011 - April 2012
Credit Suisse 2011 - 2011
Skills
Excel, Spanish, Financial Modeling, CFA, Microsoft Office, Financial Analysis, Valuation, LBO, Private Equity, Data Analysis, Corporate Finance, Mergers & Acquisitions, Microsoft Excel, Chartered Financial...
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BA, Finance
Sanford C. Bernstein 2014 - Present
S&P Capital IQ 2012 - 2014
Sanford C. Bernstein 2011 - 2011
Sanford C. Bernstein 2009 - 2010
AllianceBernstein 2007 - 2009
Sanford C. Bernstein 2002 - 2007
Credit Suisse 1999 - 2002
ING Baring Furman Selz 1996 - 1999
Skills
Stock Picking, Financial Modeling, Due Diligence, Financial Analysis, P&L, Balance, Financial Projections, Industry Analysis, Fundamental Analysis, Strategy, Competitive Analysis, Valuation, Investment Banking, Bloomberg, Finance, Equities, Investments, Asset Management, Equity Research
Education
University of Pennsylvania 1992 — 1996
BS Econ, BS Engineering, Finance, Systems Science Engineering
McMaster-Carr May 2015 - Present
Akuna Capital July 2013 - May 2015
University of Pennsylvania Law School September 2009 - May 2013
Credit Suisse May 2012 - August 2012
Credit Suisse June 2011 - August 2011
UBS Wealth Management June 2010 - August 2010
Education
University of Pennsylvania 2009 — 2013
B.A., Philosophy, Politics, Economics
The Spence School 2003 — 2009
Credit Suisse July 2014 - Present
Credit Suisse July 2012 - July 2014
University of Notre Dame Development Office Phone Center May 2011 - May 2012
Credit Suisse June 2011 - August 2011
Advice Company June 2010 - May 2011
University of Notre Dame Development Office Phone Center September 2009 - May 2011
Cornerstone Government Affairs May 2009 - August 2009
Skills
Microsoft Office, Microsoft Word, Testing, Management, Microsoft Excel, Data Analysis, PowerPoint, SharePoint, SQL, Business Analysis, Research, Access
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Information Technology Management, Minor: Mandarin Chinese
Citadel LLC June 2014 - Present
Credit Suisse April 2013 - June 2014
BBVA June 2011 - April 2013
Tick July 2011 - March 2012
HonorVerus Research June 2009 - August 2009
Skills
Financial Markets, Alternative Investments, Marketing, Capital Markets, Bonds, Investments, Strategy, Financial Services, Equity Research, Trading, Valuation, Bloomberg
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Finance
Prospect Capital Management August 2012 - Present
Credit Suisse June 2011 - August 2012
Barclays Capital June 2005 - May 2009
Skills
Leveraged Finance, Structured Finance, Mergers, Investments, LBO, CLO, Restructuring, CDO, CMBS, MBS, Financial Modeling, Valuation, Investment Banking, Credit, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Real Estate; Entrepreneurial Management, Graduated with Honors
University of Pennsylvania 2001 — 2005
BsE, Finance, Operations and Information Management, magna cum laude
Credit Suisse July 2014 - Present
Compass Point Research and Trading LLC January 2014 - May 2014
Credit Suisse June 2013 - August 2013
Knight Capital Group May 2012 - June 2012
Education
Georgetown University - The McDonough School of Business 2010 — 2014
B.S. in Business Administration, Majors: Finance, International Business Minor: Psychology, Magna Cum Laude
Oxford University 2012 — 2012
Undergraduate Business Program in Comparative Strategic Management
Credit Suisse July 2014 - Present
Wharton Customer Analytics Initiative May 2012 - May 2014
Student Federal Credit Union at the University of Pennsylvania December 2010 - January 2013
Education
University of Pennsylvania 2012 — 2014
Bachelor of Science in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Statistics
Credit Suisse August 2015 - Present
Raptor Trading Systems Inc August 2010 - April 2014
Raptor Trading Systems Inc May 2008 - August 2010
Raptor Trading Systems May 2006 - May 2008
Blackboard 2003 - 2006
Skills
Business Analysis, Electronic Trading, Equities, ITIL, Integration, Market Data, SharePoint, Technical Support, Trading Systems, Troubleshooting, SDLC, Disaster Recovery, Vendor Management, Unix, Visio
Education
University of Oklahoma
Red Hills Holdings, LLC August 2008 - Present
The Oregon Zoo Foundation August 2010 - Present
American Red Cross Oregon Trail Chapter July 2010 - June 2012
Lime Financial July 2008 - August 2008
Credit Suisse October 2000 - March 2008
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Skills
Asset Managment, Private Equity, Investments, Portfolio Management, Valuation, Due Diligence
Education
University of Oregon 1996 — 2000
BS, Economics
Jesuit 1992 — 1996
International Monetary Fund June 2011 - January 2015
International Monetary Fund April 2009 - June 2011
EBRD September 2008 - April 2009
Credit Suisse December 2007 - June 2008
Deloitte February 2005 - November 2007
Surfaceworks March 2002 - February 2005
Skills
Financial Modeling, Financial Analysis, Financial Reporting, IFRS, Valuation, Financial Risk, Risk Assessment, Due Diligence, Financial Accounting, Supervisory Skills, Fund Accounting, Small Business..., Project Accounting, Tax Accounting, Cost Accounting, Risk Analysis, Accounting
Education
Victoria University of Wellington 2002 — 2004
Bachelor of Commerce, Accounting, Commercial Law and International Business
University of Otago 1997 — 1999
Bachelor of Science, Neuroscience
Qatalyst February 2008 - Present
QuinStreet, Inc. 2007 - 2008
Credit Suisse February 1997 - June 2006
Skills
M, Corporate Development, CRM, Corporate Finance, Investment Banking, Mergers, Mergers & Acquisitions, Mobile Devices, Private Equity, Valuation, Venture Capital, M&A experience, Strategy, Due Diligence, Start-ups
Education
University of Oxford 1991 — 1994
TPG Capital (Brookland Capital Strategies) March 2014 - Present
Credit suisse May 2005 - March 2014
UBS 2004 - 2005
Merrill Lynch 2003 - 2004
American Express May 2002 - September 2002
Skills
Due Diligence, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Mergers & Acquisitions, Alternative Investments, Structured Finance, Financial Structuring, Asset Management, Credit Risk, Portfolio Management, Equity Research, Private Equity
Education
University of Oxford
Masters of Science, Management Studies, Social Anthropology.
University of Southern California
bachelors of art and science, Economics, International Relations (Double Major)
The Branding Partnership May 2002 - Present
Credit Suisse May 2000 - 2002
Interbrand June 1999 - July 2000
BBDO Paris May 1997 - June 1999
BDDP now TBWA Worldwide 1993 - 1997
Aero Beds France 1993 - 1993
Corporate Decisions now Mercer Worldwide 1991 - 1993
Skills
Integrated Marketing, Strategy, Brand Management, Marketing Strategy, Brand Architecture, Digital Strategy, Advertising, Corporate Branding, Marketing, Entrepreneurship, Global Business..., Brand Development, Management, Digital Marketing, Online Marketing, Branding, Public Relations, Financial Services, Business Development, Business Strategy, Customer Insight, Branding & Identity, Brand Awareness, Marketing Communications, Market Research, Brand Loyalty, Global Marketing, Global Brand Development, Management Consulting, Writing, New Business Development, French, French to English, Qualitative Research, Quantative Analysis, Positioning, Product Marketing, Product Launch, Luxury Goods, Retail, Entertainment, Leadership, Strategic Planning, Interactive Marketing, Direct Marketing, Marketing Management, Strategic Partnerships, Mobile Marketing, Start-ups, Team Leadership
Education
University of Pennsylvania 1987 — 1991
BA
University of Pennsylvania 1987 — 1991
Bachelor of Arts (B.A.) French English
Plated August 2014 - Present
Google Shopping Express January 2014 - July 2014
Plated June 2013 - January 2014
HelloFresh USA January 2013 - May 2013
Credit Suisse 2008 - 2012
Credit Suisse 2007 - 2008
Education
University of Pennsylvania 2002 — 2006
BA, Philosophy, Politics & Economics
Applied Design Works August 2015 - Present
National Australia Bank June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Spanish, Event Planning, Research, Data Analysis, Social Media Marketing, Marketing, Editing, Photoshop
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), International Relations, Economics, Hispanic Studies
Hopkinton High School 2007 — 2011
Credit Suisse June 2013 - Present
Independent Study with Steven O. Kimbrough, Head of OPIM Department at Wharton September 2013 - December 2013
Nvate Magazine September 2012 - December 2013
Standard & Poor's May 2012 - August 2012
Student Federal Credit Union at the University of Pennsylvania January 2011 - May 2012
Gleacher & Company May 2011 - August 2011
Skills
Valuation, Equity Research, Financial Analysis, Equity Valuation, Financial Modeling, Capital IQ, Microsoft Office, Python, Bloomberg, Credit Analysis, Java, MATLAB, Solver, Telecommunications, Crystal Ball, Adobe Creative Suite, FedComp, JMP Statistical Software, Specialty Retail, Consumer, Microsoft Excel, FactSet
Education
University of Pennsylvania 2010 — 2014
B.S., Economics, Operations & Information Management
Kent Place School 2006 — 2010
Citi July 2010 - Present
Credit Suisse June 2009 - August 2009
Skills
Private Banking, Wealth Management..., Financial Analysis, Data Analysis, Due Diligence, Economics, Microsoft Excel, Microsoft Office, Investments, Equities, Series 7, Finance, Series 63, Relationship Management, Financial Modeling
Education
University of Pennsylvania 2006 — 2010
BA, Philosophy, Political Science, Economics
Princeton Day School 2002 — 2006
Jet.com September 2015 - Present
HBC Digital May 2015 - Present
HBC Digital January 2014 - May 2015
PES Payroll February 2013 - January 2014
Independent Consultant July 2008 - January 2013
Credit Suisse 2000 - 2008
University of Pennsylvania January 1997 - May 2000
Skills
Java, Demandware, JavaScript, Scala, Git, SQL, HTML, Web Applications, Servlets, Tomcat, Consulting, JSP, AJAX, XML, IT Solutions, Spring, Ant, Agile Methodologies, CSS, RESTful WebServices, MongoDB, Subversion, CVS, Make, Go, Quality Center, VersionOne, Eclipse, jQuery, IntelliJ IDEA, JUnit, Test Driven Development, JBoss Application Server, Mean Stack, Maven, Spark, Jetty, MySQL, Clojure, Oracle, CucumberJS, Node.js, Underscore.js, Apache Ivy, Artifactory, Graphite, StatsD
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (BA), Sociology (minor in Computer Science)
Morristown High School 1992 — 1996
Digital Reasoning November 2014 - Present
Beowulf Research September 2013 - Present
Spartus Capital Management August 2011 - May 2013
Citi January 2010 - August 2011
Indiana Public Retirement System June 2009 - November 2009
Vanderbilt University August 2004 - March 2008
BNP Paribas November 1997 - December 2000
Bank of America January 1997 - November 1997
Lehman Brothers April 1994 - July 1995
Credit Suisse June 1992 - April 1994
Skills
Derivatives, Portfolio Management, Asset Allocation, Investment Strategies, Fixed Income, Equities, Trading, Quantitative Research, Proprietary Trading, Machine Learning, Asset Management, Neural Networks, Options, Bonds, Financial Risk, Equity Derivatives, Portfolio Optimization, Investment Management, Statistical Modeling, Interest Rate..., Financial Analysis, Financial Modeling, Data Science, Quantitative Investment..., Alternative Investments, Quantitative Risk..., Global Tactical Asset..., Risk Management, Investments
Education
University of Pennsylvania 1988 — 1996
Doctor of Philosophy (PhD), Electrical Engineering
University of Pennsylvania 1988 — 1992
Master of Science (M.Sc.), Electrical Engineering
University of Pennsylvania 1984 — 1988
Bachelor of Science (BSc), Electrical Engineering
Credit Suisse May 2015 - Present
Clayton Capital Partners May 2013 - August 2013
Paradigm Financial Advisors, LLC May 2012 - May 2013
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Bachelor of Science (B.S.), Finance, Applied Mathematics, magna cum laude
St. Louis University High School 2007 — 2011
Credit Suisse July 2015 - Present
University of Pennsylvania August 2014 - May 2015
Credit Suisse June 2014 - August 2014
Weizmann Institute of Science August 2013 - December 2013
Chandan Economics May 2013 - August 2013
DonorsChoose.org June 2012 - August 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor's degree, Mathematics
Credit Suisse August 2015 - Present
Credit Suisse June 2015 - August 2015
kakoii Berlin/Tokyo June 2014 - August 2014
The Daily Pennsylvanian October 2013 - June 2014
The Daily Pennsylvanian May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Public Speaking, Advertising, Financial Analysis, Financial Modeling
Education
University of Pennsylvania 2012 — 2016
Falmouth Academy 2006 — 2012
Credit Suisse June 2015 - August 2015
Student Federal Credit Union at the University of Pennsylvania September 2013 - June 2015
The Trout Group July 2014 - September 2014
Ovarian Cancer Research Center May 2012 - August 2013
Department of Obstetrics and Gynecology June 2011 - August 2011
Skills
Molecular Cloning, Protein Chemistry, Cell Biology, Antibodies, Vector Design, Molecular Biology, Immunoassays, Immunology, Flow Cytometry
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Finance
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering, Bioengineering
Oak Grove High School 2008 — 2012
Vestec, Inc 2004 - August 2014
TD 1999 - 2003
Credit Suisse 1996 - 1998
McKinsey & Company 1993 - 1995
Skills
Entrepreneurship, Start-ups, Business Development, Strategic Planning, Product Development, Operations Management, Technology Management, International Business, Strategic Partnerships, Communication, Marketing, Management Consulting, Investment Banking, Investment Management
Education
University of Pennsylvania 1988 — 1993
Jerome Fisher Program in Management & Technology, BSE Computer Science (Moore School) + BS Economics (Wharton School)
ICAP March 2014 - Present
ICAP February 2013 - March 2014
ICAP October 2010 - February 2013
ICAP October 2009 - October 2010
ICAP December 2008 - October 2009
Credit Suisse May 2008 - September 2008
Morgan Stanley August 2007 - May 2008
Skills
Financial Markets, Fixed Income, Derivatives, Options, Back Office, FX Options, Swaps, Investment Banking, Electronic Trading, Money Market, Risk Management, Bonds, Trading Systems, Commodity, Investments, Interest Rate..., Prime Brokerage
Education
Australian Financial Markets Association 2012 — 2013
Diploma of Financial Markets
University of Otago 2003 — 2005
Bachelor of Commerce, Finance and Economics
Iona College for Girls, Havelock North, New Zealand 1998 — 2002
University Bursary
WorkTies September 2014 - June 2015
Trident Capital October 2012 - June 2014
Gridley & Company LLC November 2009 - October 2012
Credit Suisse July 2008 - May 2009
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, Mergers, Financial Analysis, Corporate Finance, Digital Media, Strategy, Business Development, Entrepreneurship, Venture Capital, Corporate Development, Private Equity, Mergers & Acquisitions, Start-ups, Alternative Investments
Education
University of Pennsylvania 2004 — 2008
B.S.
Oakcrest High School
Oakcrest High School
Lomas Capital December 2013 - Present
Credit Suisse 2007 - November 2013
Mallette Capital 2005 - 2006
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Asset Management, Investment Banking, Portfolio Management, Private Equity, Investments, Financial Markets, Fund Of Funds, Structured Products, Investor Relations
Education
University of Oregon - Charles H. Lundquist College of Business 1992 — 1996
BS, Finance
University of Southern California - Marshall School of Business 1999 — 2001
MBA
US Silica Company February 2015 - Present
L.E.K. Consulting June 2013 - February 2015
Credit Suisse June 2012 - August 2012
U.S. Department of State June 2011 - August 2011
Think Tanks and Civil Societies Program September 2010 - May 2011
Skills
Economics, Research, Financial Modeling, Mandarin, Microsoft Office, Microsoft Word, Data Analysis, Bloomberg, Public Policy, Financial Analysis, Price Optimization, Global Strategy, Currency Exchange, Market Research, Proficient in Mandarin..., Appleworks, PowerPoint, Microsoft Excel, Bloomberg Terminal, Macroeconomics, International Economics, Econometrics
Education
University of Pennsylvania 2009 — 2013
B.A., Economics and Political Science, Summa Cum Laude
Albuquerque Academy 2002 — 2009
Wells Fargo Advisors October 2014 - Present
Merrill Lynch May 2004 - October 2014
Bank of America January 2002 - May 2004
Credit Suisse January 2000 - December 2001
Skills
French American..., Asset Allocation, Portfolio Management, Estate Planning, Retirement Planning, Estate Tax Planning
Education
Université Panthéon Sorbonne (Paris I) / IAE Paris 1991 — 1992
DESS - MBA, Business Administration and Management, General
Yale Law School July 2012 - Present
National Economic Council, The White House May 2013 - August 2013
Credit Suisse July 2009 - July 2012
Skills
Financial Modeling, Financial Markets, Valuation, Strategy, Bloomberg, Capital Markets, Research, Finance, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Economics
Education
Yale Law School 2012 — 2015
JD Candidate
University of Pennsylvania 2005 — 2009
BS Economics, BS Engineering, Jerome Fisher Program in Management & Technology (M&T)
Qatalyst Partners November 2009 - Present
Credit Suisse April 2006 - November 2009
First Equity Development 2004 - April 2006
Skills
Mergers, Investment Banking, Valuation, Financial Modeling, LBO, Corporate Finance, Due Diligence, M&A experience, Financial Analysis, Investments, DCF, IPO, Special Situations, Leveraged Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science in Economics
University of Pennsylvania 2001 — 2005
Bachelor of Applied Science (BASc)
Credit Suisse June 2014 - Present
Deutsche Bank December 2012 - May 2014
Deutsche Bank April 2011 - November 2012
Credit Suisse February 2007 - April 2011
JPMorganChase June 1998 - February 2007
J Whitaker & Sons Ltd. June 1997 - June 1998
Logica UK Ltd August 1995 - May 1997
Rolls Royce Industrial Power Group September 1993 - August 1995
Rolls Royce Industrial Power Group September 1989 - September 1993
Skills
Investment Banking, SDLC, Business Analysis, IT Strategy, Risk Management, Requirements Analysis, PMO, Leadership, Financial Services, Process Improvement, Change Management, Business Process..., Project Management, PMP, Management, Program Management, Software Project..., Banking, Business Process, Business Transformation, Business Process..., Business Intelligence, Software Development, Financial Reporting, Project Delivery, Offshoring, Project Portfolio..., Finance, Portfolio Management, Requirements Gathering, Governance, Vendor Management, Data Warehousing, Management Consulting
Education
University of Nottingham 1990 — 1993
1st Class with Honours, Bachelor of Engineering, Electronic Engineering
Windhaven Investment Management January 2009 - Present
Morgan Stanley October 2006 - January 2009
Credit Suisse October 2004 - October 2006
State Street Corporation June 1987 - June 2003
Skills
Fixed Income, Investments, Asset Allocation, Wealth Management, ETFs, Investment Management, Private Banking, Hedge Funds, Equities, Bloomberg, Derivatives, Asset Managment, Portfolio Management, Valuation, Series 7, Investment Strategies, Alternative Investments, Financial Analysis, Capital Markets
Education
University of Oregon 1971 — 1973
BA, English
Univesity of Oregon
Morgan Stanley June 2015 - Present
Whale Path, Inc. July 2013 - May 2015
Weiss Tech House Innovation Fund May 2013 - May 2015
Credit Suisse June 2014 - August 2014
Glenmede May 2013 - December 2013
Greentech Capital Advisors May 2012 - July 2012
Quewey, Inc January 2012 - May 2012
IBM June 2009 - August 2011
Skills
Competitive Analysis, Social Media, Cloud Computing, Marketing, Project Management, Leadership, Analysis, Entrepreneurship, Strategy, Data Analysis, Management, Start-ups, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania 2011 — 2015
BS.Engineering
University of Pennsylvania - The Wharton School 2011 — 2015
BS.Economics
Zurich International School 2007 — 2011
High School Diploma with Honors
Credit Suisse July 2011 - Present
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor's degree, Finance
Credit Suisse October 2012 - Present
Credit Suisse July 2011 - October 2012
Applied Investment Management Class August 2010 - December 2010
Credit Suisse June 2010 - August 2010
Education
University of Notre Dame 2007 — 2011
BBA, finance, mathematics, 3.85
FINSER Asset Management July 2013 - June 2015
Credit Suisse July 2011 - July 2013
Skills
Financial Modeling, Financial Analysis, Investment Banking, Spanish, Italian, Emerging Markets, Corporate Finance, Valuation, Bloomberg, Economics, Fixed Income, Capital Markets, Private Equity, Equities, Venture Capital, Due Diligence, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Majors in Real Estate and Finance
University of Pennsylvania 2008 — 2011
Bachelor of Science (BSc), Mechanical Engineering
Hanover Street Capital March 2015 - Present
FMS-WM (fka Hypo Real Estate Holding AG) November 2013 - February 2015
Torchlight Investors July 2007 - November 2013
Torchlight Investors October 2004 - July 2007
Moody's Investors Service September 2003 - October 2004
Credit Suisse February 2002 - March 2003
ABN AMRO Bank N.V. September 2000 - February 2002
Skills
Argus-Kahr Training, TREPP, Lexis/Nexis, Bloomberg, FactSet, First Call, Microsoft Excel, Microsoft Word, Microsoft Office, Windows XP Pro, Windows 7, Windows 8, Financial Modeling, Real Estate Economics, Commercial Real Estate, Argus Modeling, Mergers & Acquisitions, Distress Properties, Distressed Debt, Real Estate, Financial Structuring, Asset Management
Education
University of Pennsylvania 1997 — 2000
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics
FusionStorm May 2015 - Present
FusionStorm July 2007 - May 2015
MTI May 2006 - July 2007
Credit Suisse July 2002 - April 2006
Skills
Symmetrix, EMCTA, Clariion, Storage, Data Center, EMCIE, Celerra, Cloud Computing, Storage Area Networks, Virtualization, Storage Virtualization, Enterprise Storage, Enterprise Architecture, NAS, Professional Services
Education
University of Pennsylvania 1998 — 2002
Bachelor of Science and Engineering, Computer Science and Engineering
Credit Suisse August 2012 - Present
UBS February 2007 - August 2012
Goldman Sachs March 1993 - 2007
Nomura Securities 1992 - 1993
Bell Labs 1984 - 1991
EURATOM 1983 - 1984
Skills
Equity Derivatives, Management, Trading Systems, Investment Banking, Fixed Income, Business Analysis, Derivatives, Trading, Market Data, Electronic Trading, Equities, FX Options, Capital Markets, Credit Derivatives, Hedge Funds
Education
University of Essex 1981 — 1983
Master of Science (MSc), Computer Science
University of Patras 1974 — 1978
BA, Mathematics
NYU Stern School of Business September 2008 - Present
Credit Suisse 2007 - 2007
MBK Partners 2005 - 2007
Goldman Sachs 2003 - 2005
Education
University of Pennsylvania
Seneca Capital May 2013 - Present
AMF / Credit Suisse Private Equity January 2010 - May 2012
Credit Suisse May 2007 - December 2009
Kiva.org July 2008 - October 2008
Skills
Hedge Funds, Financial Modeling, Valuation, Due Diligence, Private Equity, Investment Banking, Microfinance, Deal Sourcing, Equity Derivatives, Investments, Financial Structuring, Deal Execution, Equities, Asset Management, Deal Structuring
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. Economics
University of Pennsylvania 2004 — 2007
B.A. Philosophy, Politics, and Economics (PPE)
University of Oxford 2005 — 2006
Transcription for Everyone - Israel English Transcription August 2015 - Present
Transcription for Everyone - Israel English Transcription October 2011 - May 2012
University of Pennsylvania - Office of the VP for Finance & Treasurer September 2008 - May 2009
Credit Suisse May 2008 - August 2008
MiCash Inc August 2006 - June 2007
MiCash Inc. June 2006 - August 2006
Skills
Management, Due Diligence, Strategy, Marketing Strategy, Budgets, Program Management, Sales, Financial Analysis, New Business Development, Strategic Planning, Research, Business Strategy, Finance, Project Management, Public Speaking, Microsoft Excel, Data Analysis, Financial Modeling, Market Research, Microsoft Office
Education
University of Pennsylvania 2004 — 2009
BA, Economics
Credit Suisse February 2005 - Present
Goldenberg, Hehmeyer & Co August 2001 - November 2004
London Business School August 2000 - August 2001
Financial Econometrics Research Centre November 1999 - August 2001
Centre for Research in Economic Development & International Trade January 1999 - June 1999
Skills
Fixed Income, Derivatives, Quantitative Investing, Equities, Trading Systems, Equity Derivatives, Structured Products
Education
University of Nottingham
Interactive Data 2012 - Present
Goldman Sachs 2010 - 2011
Morgan Stanley June 2008 - September 2008
Credit Suisse June 2007 - August 2007
Skills
C++, C, Java, SAS, Unix, SQL, Sybase IQ, Matlab, VBA, Excel, Microsoft Office, Python, Perl, R, S-Plus, Slang, SecDB
Education
University of Oxford 2006 — 2010
D.Phil., Mathematical Finance, Stochastic Analysis
FBI December 2010 - February 2013
Credit Suisse April 2007 - May 2010
Time Inc. 2005 - 2007
Ernst & Young 2000 - 2005
JP Morgan 1997 - 1999
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
New York University - Leonard N. Stern School of Business 1996 — 2000
Credit Suisse July 2015 - Present
Bank of Tokyo-Mitsubishi UFJ May 2011 - July 2015
BNP Paribas May 2008 - May 2011
BNP Paribas August 2007 - May 2008
J. P. Morgan Chase July 2002 - August 2005
Skills
Portfolio Management, Financial Modeling, Valuation, Bonds, Investment Banking, Capital Markets, Fixed Income, Corporate Finance, Credit Analysis, Bloomberg, Financial Analysis, Equities, Investments, Hedge Funds, Credit Risk, Loans, Project Finance, Risk Management, Mergers & Acquisitions, Leveraged Finance, Banking, Structured Products, Credit, Derivatives, Structured Finance, Private Equity, Financial Markets
Education
University of Oxford - Said Business School 2006 — 2007
MBA, Finance
Yale University 1998 — 2002
BA, Economics with Distinction
Credit Suisse July 2014 - Present
Deutsche Bank March 2013 - June 2014
Deutsche Bank January 2011 - March 2013
Deutsche Bank August 2009 - January 2011
Deutsche Bank August 2007 - August 2009
Credit Suisse May 2002 - August 2007
Credit Suisse June 1999 - May 2002
Deloitte Touche Tohmatsu September 1994 - June 1999
Skills
Product Control, Equities, Derivatives, Investment Banking, Prime Brokerage, Hedge Funds, Swaps, Capital Markets, Equity Derivatives, Structured Products, Market Risk, Middle Office, Project Management, Outsourcing, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Cost Management, Business Planning, Basel II, Securities Regulation, SOX Compliancy, Process Improvement, Team Leadership
Education
University of Nottingham 1990 — 1993
Bachelor of Arts (BA) Honours, Economics and Accounting
Christleton 1983 — 1990
Colliers International February 2010 - Present
Colliers International April 2007 - May 2009
Credit Suisse 2004 - 2006
Skills
Market Research, Market Analysis, Research, Valuation, Analysis, Data Analysis
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science, Business
Global Trading Systems February 2015 - Present
Credit Suisse January 2013 - February 2015
Credit Suisse November 2009 - February 2015
Malbec Quantys Fund October 2007 - October 2009
Citadel Investment Group July 2002 - September 2006
Goldman Sachs July 1997 - July 2002
Lehman Brothers June 1995 - July 1997
Skills
Electronic Trading, Fixed Income, Trading Systems, Derivatives, Hedge Funds, Bloomberg, FX Options, Market Making, Series 7, Trading Strategies, Interest Rate Swaps, Commodity, Capital Markets, Equities, Portfolio Management, Volatility, Traders, Rates, Quantitative Finance, Currency, Financial Markets, Trading, Options, Hedging, Investment Banking, Market Data, Bonds, Interest Rates
Education
University of Pennsylvania 1991 — 1995
M&T, Finance, Systems Engineering
Nomura June 2009 - September 2010
Credit Suisse July 2004 - June 2009
Deutsche Bank July 2000 - June 2004
Sabre Airline Solutions 1994 - 2000
Education
New York University - Leonard N. Stern School of Business
University of Oklahoma
Trust Company of the west April 2012 - Present
Life Raft Group November 2003 - Present
Morgan Stanley April 2010 - April 2012
Deutsche Bank Securities September 2009 - March 2010
DiMaio Ahmad Capital June 2004 - September 2009
Goldman Sachs June 2003 - June 2004
Credit Suisse October 2000 - June 2003
Prudential Securities 1997 - 2000
Skills
Project Finance, Energy, Aviation, Hedge Funds, Securities, Portfolio Management, Investments, Bonds, Asset Management, High Yield, Asset Allocation, Management, Fixed Income, Equities, Trading, Credit Derivatives, Capital Markets
Education
University of Pennsylvania 1993 — 1997
BA, Economics major, English minor
Neuberger Berman September 2014 - Present
Credit Suisse May 2011 - September 2014
Hall Capital Partners LLC November 2009 - May 2011
FactSet Research Systems July 2008 - October 2009
The Wharton School June 2007 - August 2007
West Capital Management May 2006 - February 2007
Salomon Smith Barney May 2005 - August 2005
Skills
Bloomberg, Asset Management, Financial Modeling, Private Equity, Valuation, Data Analysis, Hedge Funds, Financial Analysis, Investment Banking, Equities, Due Diligence, Fixed Income, Corporate Finance, Emerging Markets, Equity Research
Education
University of Pennsylvania 2004 — 2008
BSE, Finance and Retail
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
Minnechaug Regional High School 2000 — 2004
MUFG Americas January 2015 - Present
Guardian Life April 2014 - January 2015
CLS Group. May 2013 - April 2014
Credit Suisse July 2011 - May 2013
Credit Suisse March 2006 - June 2011
NORC, University of Chicago March 2004 - February 2006
Microvorld Solutions April 2003 - February 2004
University of Oklahoma July 2001 - April 2003
Skills
Business Analysis, Data Warehousing, PL/SQL, Oracle, Business Intelligence, Client Reporting..., Private Banking, Integration, SDLC, SQL, Access, Data Migration, Analysis, Data Analysis, Scrum, Testing, ITIL, User Acceptance Testing, Business Requirements
Education
University of Oklahoma 2001 — 2003
Masters, Mechanical Engineering with Specialization in Biomedical Engineering
Kumaraguru College of Technology 1997 — 2001
Bachelors, Engineering
THNK - School of Creative Leadership September 2015 - Present
Mercury JSC 2004 - Present
NGB Consulting Ltd. 2004 - Present
Rila Regional Development JSC June 2012 - March 2015
Credit Suisse January 2001 - January 2003
Ogilvy September 1997 - January 2000
Skills
Investments, Asset Management, Management, New Business Development, Business Development, Strategy, Marketing, Negotiation, Valuation, Mergers & Acquisitions, Due Diligence, Business Strategy, Finance, Real Estate Development, Real Estate
Education
THNK, School of Creative Leadership 2015 — 2016
Creative Leadership Program
University of Oxford 1993 — 1997
Bachelor’s Degree, Modern Languages, 2:1
Rugby School 1990 — 1992
High School, Economics, French, Maths
Credit Suisse 2006 - Present
United States Securities and Exchange Commission (Enforcement Division) 2000 - 2006
Department of Justice 1997 - 2000
Education
University of Pennsylvania 1992 — 1996
JD, MGA, 1995, 1996
University of Pennsylvania Law School
JD
Credit Suisse June 2000 - Present
Mitchell Madison Group February 1997 - June 2000
Morgan Stanley August 1994 - February 1997
Lehman Brothers 1989 - 1992
Skills
Series 7, 24 and 63..., Hedge Funds, Risk Management, Equities, Trading, Financial Services, Corporate Finance, Capital Markets, Finance, Investment Banking, Fixed Income, Financial Modeling, Derivatives, Mutual Funds, Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Oxford 1986 — 1989
BA, Politics, Philosophy and Economics
Lazard 2015 - Present
AlpInvest Partners January 2012 - December 2014
Partners Group 2010 - 2012
Wachovia, A Wells Fargo Company 2008 - 2010
Credit Suisse June 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Valuation, Private Equity, Due Diligence, Investments, Financial Analysis, Corporate Finance, Venture Capital, Alternative Investments, Investment Banking
Education
University of Pennsylvania 2004 — 2008
Bachelors of Science in Economics, Finance and Management
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance and Management
Credit Suisse December 2009 - Present
Nomura April 2009 - November 2009
Och Ziff Capital Management February 2008 - April 2009
Credit Suisse March 2002 - February 2008
Goldman Sachs June 2000 - March 2002
Education
Oxford University 1996 — 1999
Bachelor of Arts (B.A.)
University of Oxford
Bachelor of Arts (BA), Philosophy, politics and economics
PTC September 2013 - Present
UBS Investment Bank October 2000 - September 2013
Credit Suisse April 2000 - October 2000
AllianceBernstein July 1999 - April 2000
Skills
Equities, Valuation, Capital Markets, Equity Research, Financial Modeling, Investment Banking, Hedge Funds, Investments, Portfolio Management, LBO, Strategy, Fixed Income, Bloomberg, Corporate Finance, Investor Relations
Education
University of Pennsylvania 1995 — 1999
Bachelor of Arts (B.A.), Economics and English
Square October 2013 - Present
Dodge & Cox April 2011 - October 2013
Credit Suisse July 2010 - April 2011
Education
University of Pennsylvania 2006 — 2010
Bachelor of Science in Engineering, Chemical Engineering
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics, Finance
The Blackstone Group August 2013 - Present
Credit Suisse July 2011 - July 2013
Education
Villanova University 2007 — 2011
BS, Economics and Finance
University of Oxford 2009 — 2009
Philosophy, Politics and Economics
Pearson North America, Cogmed July 2013 - Present
Pearson North America July 2012 - Present
Pearson North America July 2012 - June 2014
Teach for America June 2010 - July 2012
Winged Keel Group June 2009 - August 2009
Credit Suisse June 2007 - August 2008
Skills
Spanish, Marketing Strategy, Higher Education, Research, Training, Sports Writing, Creative Writing, Analysis, College Basketball, Educational Technology, Teaching Reading, Curriculum Design, Marketing, PowerPoint, Teaching, Market Development, Microsoft Office, Teaching English, Teaching Social Studies, Sports, Management, Social Media, Product Management, Product Vision
Education
University of Pennsylvania 2010 — 2012
Master of Science in Education, Urban Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts, English
Loomis Chaffee School 2002 — 2006
High School
Citadel LLC January 2015 - Present
Citadel LLC January 2013 - December 2014
Citadel LLC April 2011 - December 2012
Credit Suisse July 2008 - March 2011
Skills
Equities, Investments, Insurance, Chartered Financial..., Hedge Funds, Equity Research, Valuation
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.)
Creative Alternatives of New York June 2015 - Present
Creative Alternatives of New York June 2003 - Present
Cantor Fitzgerald July 2009 - May 2015
Highland Capital Management August 2008 - June 2009
Bear Stearns June 1999 - June 2008
Credit Suisse June 1998 - June 1999
Lehman Brothers June 1991 - June 1998
Goldman Sachs September 1985 - June 1991
Council on Foreign Relations December 1985 - December 1986
Federal Reserve Bank of New York November 1982 - September 1985
Skills
Hedge Funds, High Yield, Fixed Income, Special Situations, Financial Structuring, Portfolio Management, Investments, Equities, Private Equity, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Trading, Asset Management, Emerging Markets, Structured Finance, Valuation, Securitization, Derivatives, MBS, LBO, CDS, Equity Research, Financial Markets, Fund Of Funds, ABS, Alternative Investments, Structured Products, Bonds, CDO, Series 7, Investment Management, Securities, Investment Banking, Corporate Finance, Leveraged Finance, Credit
Education
University of Pennsylvania 1977 — 1982
PhD, Economics
University of Vermont 1974 — 1977
BA, Math & Economics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Prolias Technologies May 2012 - August 2012
Jon Huntsman for President July 2011 - January 2012
Natural Resources Defense Council June 2010 - August 2010
Asia Society April 2010 - June 2010
Rock-It Cargo China June 2009 - August 2009
Hill & Knowlton December 2008 - January 2009
Aggreko June 2008 - August 2008
Skills
Fluent in Mandarin..., Team Building, Leadership, Research, Translation, Proficient in Spanish, Microsoft Office Suite, Crystal Ball, Writing Business Plans, Final Cut Pro, CMS, Political Organization, Chinese Foreign Policy, Campaign Management, Interpreting, Mandarin
Education
University of Pennsylvania - The Wharton School 2009 — 2014
BS, Finance
University of Pennsylvania 2009 — 2014
BA, International Studies
Peking University 北京大学 2012 — 2013
School of International Studies 国际关系学院
SYA China 2006 — 2007
Deutsche Bank Securities June 2012 - Present
SuperDerivatives October 2011 - April 2012
Credit Suisse July 2009 - June 2011
Credit Suisse April 2006 - June 2009
Skills
Account Reconciliation, Back Office, Swaps, Product Control, Options, Management, Foreign Exchange, Derivatives, Credit Derivatives, Bonds, Analysis, Trading, FX Options, Fixed Income, Finance, Structured Products
Education
Université Panthéon Sorbonne (Paris I) 1999 — 2005
BA, Economics and Finance
The Museum of Modern Art March 2013 - Present
ISI Group March 2011 - March 2013
Credit Suisse July 2010 - March 2011
Credit Suisse June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Economics
University of Pennsylvania 2006 — 2010
B.A., Africana Studies
BlackRock July 2013 - Present
BlackRock June 2012 - August 2012
J.P. Morgan October 2011 - October 2011
W. P. Carey & Co. LLC May 2011 - June 2011
Credit Suisse May 2011 - May 2011
Goldman Sachs May 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Business Strategy, Finance, Non-profits, Spanish, Economics, Corporate Finance, Microsoft Office, Investment Management, Bloomberg, Leadership, Capital IQ, Valuation
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance
Carol Morgan School 1995 — 2009
High School, Santo Domingo, Dominican Republic
Ecole des Roches
Paris, France
Phillips Academy Andover
Andover, MA
TruMid Financial LLC January 2015 - Present
BlackRock September 2014 - January 2015
Elm Ridge Capital August 2013 - September 2014
Credit Suisse July 2010 - January 2013
Silver Point Capital July 2006 - July 2010
Skills
Business Strategy, Business Restructures, Alternative Investments, Asset Managment, Hedge Funds, Private Equity, Negotiation, Financial Analysis, Financial Modeling, ETFs, Capital Markets, Swaps, Securities Lending, Accounting, International Tax, Banking, Asset Management, Financial Structuring, Corporate Development, Fixed Income, Finance
Education
University of Notre Dame - Mendoza College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting Major; Certificate in International Business; Certificate in Asian Pacific Business, Major GPA - 3.9; Business GPA - 3.9; Overall GPA 3.6
Aisling Capital June 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Association of Private Health Facilities Tanzania June 2010 - August 2010
Piper Jaffray January 2010 - January 2010
Cephalon June 2009 - August 2009
Stanford University June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S., Economics with Concentrations in Finance, Healthcare Management and Policy
University of Pennsylvania 2008 — 2012
B.A., With Distinction in Biology
Credit Suisse June 2000 - Present
Credit Suisse 2000 - Present
Insight Capital 1998 - 2000
Merrill Lynch 1996 - 1998
Education
University of Pennsylvania 1992 — 1996
BSE, BS, Engineering, Finance
Spartan Electricity Futures Inc. May 2009 - Present
Sumer Capital Partners LP October 2010 - October 2011
Credit Suisse October 2005 - September 2008
Ritchie Capital Management July 2003 - August 2005
Williams Energy November 2000 - June 2003
Education
University of Oklahoma - Price College of Business 1995 — 1999
MIS & Finance, Business
J.P. Morgan June 2014 - August 2014
Jina Ventures May 2013 - July 2013
IFC - International Finance Corporation July 2012 - September 2012
Credit Suisse June 2012 - July 2012
Trustcap May 2010 - July 2010
Skills
Equity Research, Valuation, Private Equity, Investment Banking, Equities, Trading
Education
University of Pennsylvania 2010 — 2014
BSc and BA, Business and International Studies
Dhirubhai Ambani International School 2005 — 2010
Credit Suisse August 2015 - Present
Credit Suisse May 2014 - Present
Sidley Austin January 2011 - August 2015
Deutsche Bank November 2013 - May 2014
Credit Suisse April 2013 - October 2013
University of Pennsylvania, Center For Global Communication Studies November 2009 - December 2010
Sidley Austin June 2008 - August 2008
PlaNet Finance December 2004 - January 2006
SpeakEasy Language School January 2004 - January 2005
Skills
Derivatives, FX Derivatives, Equity Derivatives, Hedge Funds, Private Equity, Microfinance, Islamic Finance, Mutual Funds, Corporate Law, International Law, Legal Research, Legal Writing, Public Policy, Policy Analysis, International..., Non-profits, Due Diligence, Human Rights, Nonprofits, Emerging Markets
Education
University of Pennsylvania 2007 — 2009
M.A., International Studies, Lauder Institute
University of Pennsylvania Law School 2006 — 2009
Juris Doctor, Law
Williams College 1999 — 2003
B.A., with Honors, Political Science, International Relations
Point72 Asset Management, L.P. January 2014 - Present
Corsair Capital September 2010 - June 2013
Credit Suisse June 2008 - July 2010
Education
University of Pennsylvania
Finance
Capello Family 2010 - Present
Ayala 96 June 2009 - May 2010
Royal Bank of Scotland January 2009 - June 2009
Santander Asset Management July 2007 - December 2008
Red Bee Media December 2006 - June 2007
ABN AMRO February 2006 - September 2006
Credit Suisse October 2005 - February 2006
Deloitte January 2002 - August 2005
Education
New Zealand Institue of Chartered Accountants 2002 — 2005
CA, Qualified Accountant
University of Otago 1998 — 2002
BCom Dip Grad, Accounting and Finance
University of Washington School of Law April 2014 - Present
University of Washington School of Law September 2012 - Present
King County Superior Court June 2013 - August 2013
Wafra Partners LLC October 2011 - May 2012
BNP Paribas June 2010 - July 2010
Barclays Capital May 2010 - June 2010
JP Morgan Chase July 2009 - August 2009
Credit Suisse May 2009 - June 2009
Skills
Legal Research, Legal Writing, Microsoft Office, Piano, Bloomberg, Banking, Teamwork, Corporate Finance, PowerPoint, Westlaw, Lexis
Education
University of Washington School of Law 2012 — 2015
Juris Doctor (J.D.), Law
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor's Degree, Finance
Alvarez & Marsal November 2013 - August 2015
Credit Suisse June 2012 - August 2012
University of Pennsylvania Museum of Archaeology and Anthropology January 2012 - May 2012
Samuel T. Freeman & Company September 2010 - May 2011
Skills
Research, Public Speaking, Fine Art, Microsoft Excel, Editing, Microsoft Word, PowerPoint, Financial Modeling
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA)
Kingswood Oxford School 2002 — 2009
Sunlight Foundation September 2012 - Present
Credit Suisse June 2010 - August 2010
Center for Legislative Research and Advocacy August 2009 - April 2010
Skills
Stata, Social Sciences, Qualitative Research, Policy Analysis, Research, Public Policy, Politics, Report Writing, Teaching, Natural Language..., Latent Semantic Analysis, Social Network Analysis, Quantitative Analytics, Python, Blogging, Quantitative Research, Strategy, Statistics
Education
University of Oxford 2011 — 2012
Master of Science (Oxon), Social Science of the Internet, Distinction
Wesleyan University 2008 — 2011
Bachelor of Arts (BA), High Honors, College of Social Studies
The Blackstone Group June 2015 - Present
Credit Suisse June 2014 - August 2014
Ivy League Leadership Conference May 2013 - July 2013
Merrill Lynch Global Wealth Management June 2012 - August 2012
Bailey Brand Consulting May 2011 - May 2011
Greater Philadelphia Chamber of Commerce June 2010 - July 2010
Skills
Social Networking, Newsletters, Social Media, SEO, Microsoft Excel, Editing, Blogging, Public Speaking, Management, Teamwork, Snowboarding, Downhill Skiing, Competitive Analysis
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Economics, East Asian Languages and Civilizations (Chinese)
Chestnut Hill Academy 2007 — 2011
Credit Suisse October 1998 - Present
Deutsche Bank 1994 - 1998
Lehman Brothers 1991 - 1994
Merrill Lynch 1980 - 1991
Education
University of Pennsylvania 1976 — 1979
BA, Liberal Arts
The George School 1973 — 1975
High School
Credit Suisse November 2014 - Present
Credit Suisse October 2012 - Present
Credit Suisse August 2010 - September 2012
Skills
Investment Banking, Derivatives, Business Analysis, Requirements Gathering, Trading Systems, Private Banking, Credit Risk, Requirements Analysis, Market Risk, Equities, Credit Derivatives, Fixed Income, Capital Markets
Education
Oxford University 2007 — 2010
BA (Hons), Computer Science, 2:1
Credit Suisse August 2015 - Present
Morgan Stanley January 2010 - August 2015
Morgan Stanley December 2005 - December 2009
Morgan Stanley October 2002 - December 2005
Morgan Stanley August 2000 - September 2002
Skills
Solaris, Sybase, Perl, Tomcat, Eclipse, Visio, Apache, Java, Databases, Linux, Object Oriented Design, Integration, XML, Software Development, Unix, Architecture, Software Project..., Enterprise Architecture, Operating Systems, Prime Brokerage
Education
University of Pennsylvania 1998 — 2000
MSE, Telecommunications and Networking
University of Pennsylvania 1996 — 2000
BSE, Computer Science and Engineering
Davidson Kempner Capital Management September 2014 - Present
Citi July 2013 - September 2014
Credit Suisse July 1998 - August 2012
Skills
Principal Investing, Trading, Investment Banking, Equities, Derivatives, Fixed Income, Capital Markets
Education
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), United States History
University of New South Wales 1996 — 1996
Credit Suisse July 2007 - Present
Education
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), International Relations and Affairs
University of Pennsylvania
Frontier Healthcare March 2013 - Present
Union Square Advisors September 2010 - December 2012
Credit Suisse June 2009 - August 2010
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts (BA), Economics and International Relations
Cantor Fitzgerald August 2012 - Present
Oppenheimer & Co. December 2011 - August 2012
Macquarie Group July 2009 - September 2011
Credit Suisse February 2006 - December 2008
Credit Suisse June 2004 - February 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Equities, Emerging Markets, Investment Banking, Valuation, Fixed Income, Bloomberg, Investments, Financial Modeling, Hedge Funds, Bonds, Finance, Capital Markets, Financial Analysis
Education
University of Pennsylvania 2000 — 2004
BS, Economics
Colegio Bolivar 1986 — 2000
Citi June 2015 - Present
University of Pennsylvania January 2015 - May 2015
Citi May 2014 - August 2014
University of Pennsylvania Law School January 2013 - May 2014
Givology June 2013 - September 2013
Association ASSID for Sustainable Development May 2013 - June 2013
Foreign Policy Research Institute January 2013 - May 2013
International Programs, University of Massachusetts May 2012 - August 2012
Credit Suisse July 2012 - July 2012
J.P. Morgan July 2012 - July 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA)
Management Leadership for Tomorrow (MLT) 2013 — 2014
Amherst Regional High School 2007 — 2011
Credit Suisse 2012 - Present
Fidelity Investments February 2011 - July 2012
Morgan Stanley June 2009 - January 2011
Skills
.NET, .NET Compact Framework, .NET Remoting, SharePoint, ASP.NET MVC, MVC, VB.NET, Oracle, Microsoft SQL Server, Financial Markets, Investment Banking
Education
Oxford University
Computer Science
Citigroup February 2005 - Present
Credit Suisse June 1999 - February 2005
Skills
Oil & Gas Industry, Downstream Oil & Gas, Power Generation, Utility Industry, Mineral Exploration, Solar Energy, Wind Energy, Natural Gas, LNG
Education
University of Pennsylvania