Credit Suisse First Boston
Industry: Investment banking company
DescriptionCredit Suisse First Boston was the investment banking division of Credit Suisse Group, prior to 2006. It was active in investment banking, capital markets and financial services. Successor: Credit Suisse's investment banking division Headquarters: New York City, New York, United States Founded: 1988 Ceased operations: 2006 Parent organization: Credit Suisse AG
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Credit Suisse First Boston Employees
Employee
Years
Job
Industry
Bret Bowerman Bret Bowerman's Credit Suisse First Boston Experience 1999 - 2001
Job Managing Director and CoFounder at Harbour Point Capital
Industry Venture Capital & Private Equity
Experience
Harbour Point Capital 2015 - Present
Irving Place Capital 2015 - Present
Irving Place Capital 2007 - 2015
GoldenTree Asset Management 2006 - 2007
Jenny Craig, Inc 2003 - 2004
DB Capital Partners 2001 - 2003
Credit Suisse First Boston 1999 - 2001
Skills
Private Equity, Venture Capital, Investments, Mergers & Acquisitions, Corporate Finance, Investment Banking, Corporate Development, Valuation, Due Diligence, Financial Modeling, Financial Analysis, Healthcare Industry, Consumer Healthcare, Healthcare Reimbursement, Audit Committee
Education
The Wharton School 2004 — 2006
MBA, Finance
Washington & Lee University 1995 — 1999
BA
Harbour Point Capital 2015 - Present
Irving Place Capital 2015 - Present
Irving Place Capital 2007 - 2015
GoldenTree Asset Management 2006 - 2007
Jenny Craig, Inc 2003 - 2004
DB Capital Partners 2001 - 2003
Credit Suisse First Boston 1999 - 2001
Skills
Private Equity, Venture Capital, Investments, Mergers & Acquisitions, Corporate Finance, Investment Banking, Corporate Development, Valuation, Due Diligence, Financial Modeling, Financial Analysis, Healthcare Industry, Consumer Healthcare, Healthcare Reimbursement, Audit Committee
Education
The Wharton School 2004 — 2006
MBA, Finance
Washington & Lee University 1995 — 1999
BA
Ted Coons Ted Coons's Credit Suisse First Boston Experience 1999 - 2005
Job General Partner at Technology Crossover Ventures
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures 2011 - Present
The Blackstone Group 2005 - 2011
Credit Suisse First Boston 1999 - 2005
Deutsche Bank Securities 1998 - 1999
Skills
Private Equity, Mergers, Venture Capital, Valuation, Corporate Development, Financial Modeling, Due Diligence, Investment Banking, Investments, Corporate Finance, Start-ups, LBO, Equities, Mergers & Acquisitions, M&A experience, Capital Markets
Education
University of Pennsylvania 1994 — 1998
BSE, Bioengineering
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Finance
Columbus Academy 1981 — 1994
Technology Crossover Ventures 2011 - Present
The Blackstone Group 2005 - 2011
Credit Suisse First Boston 1999 - 2005
Deutsche Bank Securities 1998 - 1999
Skills
Private Equity, Mergers, Venture Capital, Valuation, Corporate Development, Financial Modeling, Due Diligence, Investment Banking, Investments, Corporate Finance, Start-ups, LBO, Equities, Mergers & Acquisitions, M&A experience, Capital Markets
Education
University of Pennsylvania 1994 — 1998
BSE, Bioengineering
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Finance
Columbus Academy 1981 — 1994
Gorav Khanna Gorav Khanna's Credit Suisse First Boston Experience July 2002 - July 2003
Job Investments
Industry Investment Management
Experience
BSL Capital May 2007 - Present
Comcast Interactive Capital January 2006 - April 2007
Kamunting Street Capital Management April 2004 - September 2005
ABP Investments July 2003 - April 2004
Credit Suisse First Boston July 2002 - July 2003
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Venture Capital, Equities, Financial Analysis, Corporate Finance, Due Diligence, Capital Markets, Mergers, Investments, Hedge Funds, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1998 — 2001
BSE, BAS, Finance, Systems Science and Engineering
BSL Capital May 2007 - Present
Comcast Interactive Capital January 2006 - April 2007
Kamunting Street Capital Management April 2004 - September 2005
ABP Investments July 2003 - April 2004
Credit Suisse First Boston July 2002 - July 2003
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Venture Capital, Equities, Financial Analysis, Corporate Finance, Due Diligence, Capital Markets, Mergers, Investments, Hedge Funds, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1998 — 2001
BSE, BAS, Finance, Systems Science and Engineering
Jonathan Lewis Jonathan Lewis's Credit Suisse First Boston Experience 1998 - 1999
Job Vice President, Business Development at Calico
Industry Biotechnology
Experience
Calico April 2014 - Present
UCB Pharma 2011 - April 2014
Genentech F. Hoffmann-La Roche Ltd November 2010 - 2011
Genentech 1999 - 2010
Credit Suisse First Boston 1998 - 1999
Education
University of Oxford 1994 — 1998
Ph.D., Immunology
University of Oxford 1991 — 1994
BA, Biological Sciences
Calico April 2014 - Present
UCB Pharma 2011 - April 2014
Genentech F. Hoffmann-La Roche Ltd November 2010 - 2011
Genentech 1999 - 2010
Credit Suisse First Boston 1998 - 1999
Education
University of Oxford 1994 — 1998
Ph.D., Immunology
University of Oxford 1991 — 1994
BA, Biological Sciences
Andrew Katersky Andrew Katersky's Credit Suisse First Boston Experience 1998 - 2004
Job CoPresident & Head of West Coast Operations at Blue Horseshoe Capital Advisors
Industry Commercial Real Estate
Experience
Blue Horseshoe Capital Advisors May 2013 - Present
Pacifica Ventures 2008 - December 2013
Albuquerque Studios 2008 - December 2013
Natixis Real Estate Capital 2004 - 2008
Credit Suisse First Boston 1998 - 2004
Cushman Realty Corporation 1996 - 1998
KH Property Management 1992 - 1995
Skills
Real Estate, Loans, Cash Flow Forecasting, Securitization, CMBS, Executive Management, Financial & Operational..., Financial Structuring, Financial Projection, Financial Analysis, Budgets, Strategic Planning, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Real Estate Due..., Due Diligence, Mortgage Underwriting, Underwriting, Commercial Real Estate, Investment Banking, Valuation, Structured Finance, Asset Management, Banking, Investment Properties, Financial Modeling, Investments, Loan Origination, Capital Markets, Private Equity, Equities
Education
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Public Administration
Blue Horseshoe Capital Advisors May 2013 - Present
Pacifica Ventures 2008 - December 2013
Albuquerque Studios 2008 - December 2013
Natixis Real Estate Capital 2004 - 2008
Credit Suisse First Boston 1998 - 2004
Cushman Realty Corporation 1996 - 1998
KH Property Management 1992 - 1995
Skills
Real Estate, Loans, Cash Flow Forecasting, Securitization, CMBS, Executive Management, Financial & Operational..., Financial Structuring, Financial Projection, Financial Analysis, Budgets, Strategic Planning, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Real Estate Due..., Due Diligence, Mortgage Underwriting, Underwriting, Commercial Real Estate, Investment Banking, Valuation, Structured Finance, Asset Management, Banking, Investment Properties, Financial Modeling, Investments, Loan Origination, Capital Markets, Private Equity, Equities
Education
University of Southern California 1988 — 1992
Bachelor of Science (B.S.), Public Administration
Wes Bryant's Credit Suisse First Boston Experience June 2001 - September 2001
Job Total Press Sales & Service, Inc.
Industry Printing
Experience
Total Press Sales & Service, Inc. April 2010 - Present
Global Printing Equipment May 2004 - March 2010
Ford Motor Company May 2003 - May 2004
Credit Suisse First Boston June 2001 - September 2001
Skills
Account Management, New Business Development, CRM, Sales, Sales Management, Direct Sales, Management, Competitive Analysis, Digital Printing, Negotiation, Manufacturing, Offset Printing, Customer Service, Marketing, Business Strategy, Contract Negotiation, Budgets, Sales Presentations, Microsoft Office, Salesforce.com, Marketing Communications, Variable Data Printing, International Sales, Consultative Sales..., Outside Sales, Capital Equipment Sales, Technical Product Sales, Territory Account..., Team Management, Cost Analysis, Corporate Finance, Six Sigma, Financial Accounting, Import Export, Foreign Trade Policy, Printing
Education
University of Pittsburgh
Bachelor of Science in Business Administration
Total Press Sales & Service, Inc. April 2010 - Present
Global Printing Equipment May 2004 - March 2010
Ford Motor Company May 2003 - May 2004
Credit Suisse First Boston June 2001 - September 2001
Skills
Account Management, New Business Development, CRM, Sales, Sales Management, Direct Sales, Management, Competitive Analysis, Digital Printing, Negotiation, Manufacturing, Offset Printing, Customer Service, Marketing, Business Strategy, Contract Negotiation, Budgets, Sales Presentations, Microsoft Office, Salesforce.com, Marketing Communications, Variable Data Printing, International Sales, Consultative Sales..., Outside Sales, Capital Equipment Sales, Technical Product Sales, Territory Account..., Team Management, Cost Analysis, Corporate Finance, Six Sigma, Financial Accounting, Import Export, Foreign Trade Policy, Printing
Education
University of Pittsburgh
Bachelor of Science in Business Administration
Diego Hernandez Diaz Diego Hernandez Diaz's Credit Suisse First Boston Experience 2010 - 2010
Job Summer Associate at McKinsey & Company
Industry Banking
Experience
McKinsey & Company June 2015 - Present
Credit Suisse June 2011 - June 2014
Wharton Business School September 2008 - June 2011
Credit Suisse First Boston 2010 - 2010
JKCP June 2008 - August 2009
Skills
Incentive Programs, Equity Research, Investments, Financial Modeling, Valuation, Bloomberg, Investment Banking, Emerging Markets, Equities, Hedge Funds, Quantitative Analytics, Corporate Finance, VBA, Private Equity, Capital Markets, Bloomberg Terminal, Economics
Education
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Business Administration (MBA), Master of International Studies
Jerome Fisher Program in Management & Technology - University of Pennsylvania 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Bachelor of Science in Economics, Finance, Management, Computer Science Engineering
School of Engineering and Applied Sciences 2007 — 2011
B.A.S., Computer Information Science
Wharton School of Economics 2007 — 2011
B.S.E., Finance, Management, Computer Science Engineering
McKinsey & Company June 2015 - Present
Credit Suisse June 2011 - June 2014
Wharton Business School September 2008 - June 2011
Credit Suisse First Boston 2010 - 2010
JKCP June 2008 - August 2009
Skills
Incentive Programs, Equity Research, Investments, Financial Modeling, Valuation, Bloomberg, Investment Banking, Emerging Markets, Equities, Hedge Funds, Quantitative Analytics, Corporate Finance, VBA, Private Equity, Capital Markets, Bloomberg Terminal, Economics
Education
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Business Administration (MBA), Master of International Studies
Jerome Fisher Program in Management & Technology - University of Pennsylvania 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Bachelor of Science in Economics, Finance, Management, Computer Science Engineering
School of Engineering and Applied Sciences 2007 — 2011
B.A.S., Computer Information Science
Wharton School of Economics 2007 — 2011
B.S.E., Finance, Management, Computer Science Engineering
Chris Havener Chris Havener's Credit Suisse First Boston Experience May 1998 - February 2003
Job Chief Operating Officer and Chairman of the Board
Industry Financial Services
Experience
Wells Farmily Farms June 2013 - Present
Mosaic Investment Partners May 2012 - June 2013
Royal Oak Capital Management January 2008 - April 2012
Merrill Lynch January 2003 - January 2008
Credit Suisse First Boston May 1998 - February 2003
Alex. Brown & Sons May 1988 - June 1999
Skills
Capital Markets, Equities, Hedge Funds, Private Equity, Venture Capital, Fixed Income, Financial Markets, FX Options, Foreign Exchange, Options, Bloomberg, Currency, Private Placements, Derivatives, Equity Trading, Bonds, Financial Risk, Asset Management, Series 7, Portfolio Management, Alternative Investments, Investment Management, Investment Banking, Securities, Investment Strategies, Series 63, Investments, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Valuation, Entrepreneurship, Finance
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics/History
Universy of Denver
Universy of Denver
Wells Farmily Farms June 2013 - Present
Mosaic Investment Partners May 2012 - June 2013
Royal Oak Capital Management January 2008 - April 2012
Merrill Lynch January 2003 - January 2008
Credit Suisse First Boston May 1998 - February 2003
Alex. Brown & Sons May 1988 - June 1999
Skills
Capital Markets, Equities, Hedge Funds, Private Equity, Venture Capital, Fixed Income, Financial Markets, FX Options, Foreign Exchange, Options, Bloomberg, Currency, Private Placements, Derivatives, Equity Trading, Bonds, Financial Risk, Asset Management, Series 7, Portfolio Management, Alternative Investments, Investment Management, Investment Banking, Securities, Investment Strategies, Series 63, Investments, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Valuation, Entrepreneurship, Finance
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Economics/History
Universy of Denver
Universy of Denver
Marc Langefeld, CFA Marc Langefeld, CFA's Credit Suisse First Boston Experience 1999 - 2000
Job
Industry Real Estate
Experience
Coldwell Banker HPW March 2012 - Present
Bolter and Company July 2009 - December 2011
Pinnacle Associates 2007 - 2008
Globalvest Management 2003 - 2007
Daiwa Securities America 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Education
University of Richmond 1995 — 1999
BSBA, Finance
Coldwell Banker HPW March 2012 - Present
Bolter and Company July 2009 - December 2011
Pinnacle Associates 2007 - 2008
Globalvest Management 2003 - 2007
Daiwa Securities America 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Education
University of Richmond 1995 — 1999
BSBA, Finance
Dan Janick's Credit Suisse First Boston Experience August 1992 - March 1995
Job Growth Company Executive w/VC + Private Equity Expertise
Industry Venture Capital & Private Equity
Experience
Academic Analytics March 2011 - Present
SunBelt Packaging, LLC April 2006 - Present
SunBelt Packaging, LLC April 2006 - April 2010
Hunt Private Equity Group July 1997 - May 2006
Hoak Breedlove Wesneski & Co. March 1995 - July 1997
Credit Suisse First Boston August 1992 - March 1995
Dean Witter Reynolds August 1989 - July 1992
Skills
Strategic Planning, Cash Flow, Board Governance, Balance Sheet, Private Equity, Acquisitions, Mergers
Education
University of Notre Dame 1985 — 1989
BBA, Finance
Academic Analytics March 2011 - Present
SunBelt Packaging, LLC April 2006 - Present
SunBelt Packaging, LLC April 2006 - April 2010
Hunt Private Equity Group July 1997 - May 2006
Hoak Breedlove Wesneski & Co. March 1995 - July 1997
Credit Suisse First Boston August 1992 - March 1995
Dean Witter Reynolds August 1989 - July 1992
Skills
Strategic Planning, Cash Flow, Board Governance, Balance Sheet, Private Equity, Acquisitions, Mergers
Education
University of Notre Dame 1985 — 1989
BBA, Finance
Kirit Kapadia Kirit Kapadia's Credit Suisse First Boston Experience June 2004 - January 2005
Job Field Service Engineer III at Rutgers Cancer Institute of New Jersey
Industry Financial Services
Experience
Rutgers Cancer Institute of New Jersey May 2015 - Present
Rutgers Cancer Institute of New Jersey April 2014 - April 2015
New York Life October 2013 - February 2014
New York Life Insurance Company October 2013 - February 2014
Imperial A.I. Credit Companies July 2007 - February 2013
Imperial Credit Corp June 2007 - May 2012
Bristol Myers Squib 2005 - 2007
Credit Suisse First Boston June 2004 - January 2005
Merrill Lynch May 1998 - April 2003
Barclays Capital. – New York, NY March 1996 - December 1997
Skills
Windows 7, XP, Active Directory, System Administration, VMware, Thin Clients, Outlook, SDLC, VMware View, Unix, Microsoft Exchange, Thin, Access, Security, Powershell, Disaster Recovery, Citrix, Solaris, Vendor Management, DNS, SQL, Visio, DHCP, ITIL, BMC Remedy, Microsoft SQL Server, IIS, Project Management, VBScript, Business Analysis, Servers, Software Documentation, VPN, Computer Hardware, Network Administration, Technical Support, Blackberry Enterprise..., Enterprise Architecture, Networking, Software Installation, Windows, Virtualization, IT Management, Testing, Help Desk Support, System Deployment, Troubleshooting, Information Technology, Altiris, Blackberry
Education
University of Mumbai 1974 — 1978
B. Com, Accounts, Economics
Rutgers Cancer Institute of New Jersey May 2015 - Present
Rutgers Cancer Institute of New Jersey April 2014 - April 2015
New York Life October 2013 - February 2014
New York Life Insurance Company October 2013 - February 2014
Imperial A.I. Credit Companies July 2007 - February 2013
Imperial Credit Corp June 2007 - May 2012
Bristol Myers Squib 2005 - 2007
Credit Suisse First Boston June 2004 - January 2005
Merrill Lynch May 1998 - April 2003
Barclays Capital. – New York, NY March 1996 - December 1997
Skills
Windows 7, XP, Active Directory, System Administration, VMware, Thin Clients, Outlook, SDLC, VMware View, Unix, Microsoft Exchange, Thin, Access, Security, Powershell, Disaster Recovery, Citrix, Solaris, Vendor Management, DNS, SQL, Visio, DHCP, ITIL, BMC Remedy, Microsoft SQL Server, IIS, Project Management, VBScript, Business Analysis, Servers, Software Documentation, VPN, Computer Hardware, Network Administration, Technical Support, Blackberry Enterprise..., Enterprise Architecture, Networking, Software Installation, Windows, Virtualization, IT Management, Testing, Help Desk Support, System Deployment, Troubleshooting, Information Technology, Altiris, Blackberry
Education
University of Mumbai 1974 — 1978
B. Com, Accounts, Economics
Bethany Kucia's Credit Suisse First Boston Experience May 2001 - May 2002
Job Office Manager/Executive Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2011 - Present
Wells Fargo September 2009 - December 2011
Rockefeller & Company February 2008 - March 2009
RHI Executive Search October 2006 - June 2007
US Trust Company July 2002 - October 2006
Credit Suisse First Boston May 2001 - May 2002
Matrix Capital Markets Group, Inc. June 1998 - April 2001
Skills
Wealth Management, Marketing, Management, Financial Services
Education
University of Mary Washington 1993 — 1997
BS, Business Administration
BNY Mellon November 2011 - Present
Wells Fargo September 2009 - December 2011
Rockefeller & Company February 2008 - March 2009
RHI Executive Search October 2006 - June 2007
US Trust Company July 2002 - October 2006
Credit Suisse First Boston May 2001 - May 2002
Matrix Capital Markets Group, Inc. June 1998 - April 2001
Skills
Wealth Management, Marketing, Management, Financial Services
Education
University of Mary Washington 1993 — 1997
BS, Business Administration
Devan Hibbard Devan Hibbard's Credit Suisse First Boston Experience May 2007 - Present
Job Independent Performing Arts Professional
Industry Performing Arts
Experience
Credit Suisse First Boston May 2007 - Present
Credit Suisse 2007 - Present
Ground UP Productions December 2005 - Present
Education
North Carolina School of the Arts 2001 — 2005
Credit Suisse First Boston May 2007 - Present
Credit Suisse 2007 - Present
Ground UP Productions December 2005 - Present
Education
North Carolina School of the Arts 2001 — 2005
Jerry Kowalski Jerry Kowalski's Credit Suisse First Boston Experience 2004 - 2006
Job Chairman CEO at Hemoglobin Oxygen Therapeutics
Industry Biotechnology
Experience
Hemoglobin Oxygen Therapeutics August 2013 - Present
OPK Biotech, LLC January 2011 - January 2013
International Industrial Bank January 2006 - October 2010
Credit Suisse First Boston 2004 - 2006
Credit Suisse January 2005 - December 2005
Rose Square Capital June 2001 - December 2004
Bankers Trust Company June 1985 - June 1999
Procter & Gamble 1982 - 1985
Skills
Investment Banking, Emerging Markets, Capital Markets, Corporate Finance, Equities, Derivatives, Fixed Income, Financial Structuring, Structured Finance, Investments, Mergers, Risk Management, Financial Modeling, Bonds, Trading, Financial Markets, Mergers & Acquisitions, Corporate Governance, Project Finance, Investment Management, Investor Relations, Financial Analysis, IPO, Options, Restructuring, Corporate Development, Due Diligence, Leveraged Finance, Funding
Education
University of Michigan 1977 — 1981
B.A
University of Michigan 1977 — 1981
de la salle 1973 — 1977
Hemoglobin Oxygen Therapeutics August 2013 - Present
OPK Biotech, LLC January 2011 - January 2013
International Industrial Bank January 2006 - October 2010
Credit Suisse First Boston 2004 - 2006
Credit Suisse January 2005 - December 2005
Rose Square Capital June 2001 - December 2004
Bankers Trust Company June 1985 - June 1999
Procter & Gamble 1982 - 1985
Skills
Investment Banking, Emerging Markets, Capital Markets, Corporate Finance, Equities, Derivatives, Fixed Income, Financial Structuring, Structured Finance, Investments, Mergers, Risk Management, Financial Modeling, Bonds, Trading, Financial Markets, Mergers & Acquisitions, Corporate Governance, Project Finance, Investment Management, Investor Relations, Financial Analysis, IPO, Options, Restructuring, Corporate Development, Due Diligence, Leveraged Finance, Funding
Education
University of Michigan 1977 — 1981
B.A
University of Michigan 1977 — 1981
de la salle 1973 — 1977
Arijit Ain Das Arijit Ain Das's Credit Suisse First Boston Experience November 2004 - July 2005
Job Self Employed
Industry Investment Banking
Experience
Solstice Analytics Inc. July 2014 - Present
Bank of America Merrill Lynch July 2005 - May 2014
Credit Suisse First Boston November 2004 - July 2005
SunGard October 2003 - November 2004
RMH Teleservices December 2002 - October 2003
Database Solutions March 1999 - December 2002
ADP November 1997 - February 1999
Peerless Technologies Ltd. November 1994 - October 1997
Skills
Trading Systems, Sybase, Derivatives, FX Options, Options, Fixed Income, Equities, Capital Markets, Equity Derivatives, Risk Management, Investment Banking, Electronic Trading, SDLC, Swaps, Credit Derivatives, Low Latency, SOA, Equity Trading, Market Data, WCF, Market Risk, Quantitative Finance, Trading, FX trading, Interest Rate..., Structured Products, Bloomberg, Financial Markets
Education
University Of North Bengal 1989 — 1993
Bachelor's Degree, Electrical Engineering, 1st Class
South Point High School 1974 — 1986
Secondary
Solstice Analytics Inc. July 2014 - Present
Bank of America Merrill Lynch July 2005 - May 2014
Credit Suisse First Boston November 2004 - July 2005
SunGard October 2003 - November 2004
RMH Teleservices December 2002 - October 2003
Database Solutions March 1999 - December 2002
ADP November 1997 - February 1999
Peerless Technologies Ltd. November 1994 - October 1997
Skills
Trading Systems, Sybase, Derivatives, FX Options, Options, Fixed Income, Equities, Capital Markets, Equity Derivatives, Risk Management, Investment Banking, Electronic Trading, SDLC, Swaps, Credit Derivatives, Low Latency, SOA, Equity Trading, Market Data, WCF, Market Risk, Quantitative Finance, Trading, FX trading, Interest Rate..., Structured Products, Bloomberg, Financial Markets
Education
University Of North Bengal 1989 — 1993
Bachelor's Degree, Electrical Engineering, 1st Class
South Point High School 1974 — 1986
Secondary
Esther J Henselmans Esther J Henselmans's Credit Suisse First Boston Experience 2000 - 2005
Job Director CAO Sanctions and AntiBribery & Corruption at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Barclays January 2013 - Present
Barclays Capital September 2010 - August 2012
Barclays Capital 2010 - 2011
Pfeizer September 2008 - January 2009
UnitedHealth Group January 2007 - December 2008
American Stock Exchange November 2005 - December 2006
Credit Suisse First Boston 2000 - 2005
JPMorgan Chase 2004 - 2004
Credit Suisse 1999 - 2003
Skills
Risk Management, Governance, Business Analysis, Management Consulting, Change Management, Business Process..., Financial Risk, Program Management, Mergers, Financial Services, PMO, Capital Markets, Project Portfolio..., Banking, Business Transformation, Management, Strategy, Project Management, Consulting, Investment Banking, Vendor Management
Education
Transformational life coaching 2009 — 2010
Transformational Coaching at the Open Center In Manhattan 2008 — 2009
Certified Transformational Life Coach
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MBA
Utrecht University 1984 — 1991
Master
Rivendell College 1977 — 1984
Bachelor of Applied Science (BASc)
Citi May 2014 - Present
Barclays January 2013 - Present
Barclays Capital September 2010 - August 2012
Barclays Capital 2010 - 2011
Pfeizer September 2008 - January 2009
UnitedHealth Group January 2007 - December 2008
American Stock Exchange November 2005 - December 2006
Credit Suisse First Boston 2000 - 2005
JPMorgan Chase 2004 - 2004
Credit Suisse 1999 - 2003
Skills
Risk Management, Governance, Business Analysis, Management Consulting, Change Management, Business Process..., Financial Risk, Program Management, Mergers, Financial Services, PMO, Capital Markets, Project Portfolio..., Banking, Business Transformation, Management, Strategy, Project Management, Consulting, Investment Banking, Vendor Management
Education
Transformational life coaching 2009 — 2010
Transformational Coaching at the Open Center In Manhattan 2008 — 2009
Certified Transformational Life Coach
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MBA
Utrecht University 1984 — 1991
Master
Rivendell College 1977 — 1984
Bachelor of Applied Science (BASc)
Ted Fike's Credit Suisse First Boston Experience May 2001 - August 2001
Job
Industry Venture Capital & Private Equity
Experience
Google January 2013 - Present
Renaissance Learning January 2014 - Present
Machinima May 2012 - Present
Google August 2011 - December 2012
Google October 2008 - August 2011
WebMD February 2005 - October 2008
Bain Capital August 2004 - February 2005
The Boston Consulting Group October 2002 - July 2004
Credit Suisse First Boston May 2001 - August 2001
Skills
Strategic Partnerships, Venture Capital, Start-ups, Business Strategy, Entrepreneurship, Competitive Analysis, Business Development, Product Management, Analytics, Financial Modeling, Strategy, Online Advertising, Digital Marketing, Mergers, Digital Media, Corporate Development, Marketing Strategy, E-commerce, Management Consulting, New Business Development, Private Equity, Digital Strategy, Mobile Marketing, SaaS, SEM, Mobile Devices, Mobile Advertising, Lead Generation, Online Marketing, Product Marketing
Education
University of Pennsylvania - The Wharton School 1999 — 2002
B.S. Economics, Finance, Marketing, and Management
Marist
Google January 2013 - Present
Renaissance Learning January 2014 - Present
Machinima May 2012 - Present
Google August 2011 - December 2012
Google October 2008 - August 2011
WebMD February 2005 - October 2008
Bain Capital August 2004 - February 2005
The Boston Consulting Group October 2002 - July 2004
Credit Suisse First Boston May 2001 - August 2001
Skills
Strategic Partnerships, Venture Capital, Start-ups, Business Strategy, Entrepreneurship, Competitive Analysis, Business Development, Product Management, Analytics, Financial Modeling, Strategy, Online Advertising, Digital Marketing, Mergers, Digital Media, Corporate Development, Marketing Strategy, E-commerce, Management Consulting, New Business Development, Private Equity, Digital Strategy, Mobile Marketing, SaaS, SEM, Mobile Devices, Mobile Advertising, Lead Generation, Online Marketing, Product Marketing
Education
University of Pennsylvania - The Wharton School 1999 — 2002
B.S. Economics, Finance, Marketing, and Management
Marist
Philip Gruber Philip Gruber's Credit Suisse First Boston Experience 1987 - 2000
Job Partner at Max Gruber Associates
Industry
Experience
Max Gruber Associates 2000 - Present
Credit Suisse First Boston 1987 - 2000
Skills
Real Estate, Due Diligence, Investments, Real Estate Transactions, Asset Management, Real Estate Development
Education
New York University - Leonard N. Stern School of Business 1972 — 1976
MBA, Computer Applications and Information Systems
University of Rhode Island - College of Business Administration 1967 — 1971
BS, Accounting
Max Gruber Associates 2000 - Present
Credit Suisse First Boston 1987 - 2000
Skills
Real Estate, Due Diligence, Investments, Real Estate Transactions, Asset Management, Real Estate Development
Education
New York University - Leonard N. Stern School of Business 1972 — 1976
MBA, Computer Applications and Information Systems
University of Rhode Island - College of Business Administration 1967 — 1971
BS, Accounting
Lee Conner Lee Conner's Credit Suisse First Boston Experience July 1997 - August 1998
Job Experienced, Versatile Legal & Business Leader
Industry Legal Services
Experience
Square 1 Bank July 2009 - Present
Square 1 Bank May 2007 - July 2009
Vernon, Vernon, Wooten, Brown, Andrews & Garrett, P.A. July 2004 - May 2007
Interstate Hotels & Resorts March 2003 - July 2004
US Airways May 2001 - August 2001
Credit Suisse First Boston July 1997 - August 1998
Skills
Venture Capital, Document Drafting, Commercial Banking, Commercial Lending, Contract Law, Contract Negotiation, Vendor Contracts, Software Licensing, Software License..., Licensing, Intellectual Property, Trademark Infringement, Litigation Management, Risk Management, Employment Law, Employment Contracts, Employment..., Employment Law..., Records Management, Document Retention &..., Email Retention, Financial Services, Corporate Governance, Banking Law, Start-ups, Private Equity, Entrepreneurship, Commercial Leasing, Secured Transactions, Secured Financing, UCC filings, Due Diligence, SBA, Small Business Lending, Financial Analysis, Non-profits, Non-profit Director, Negotiation, Mediation, Qualified Mediator, Non-profit Boards, Legal Advice, Legal Documents, MBA, Strategy, Litigation, Commercial Litigation, Corporate Law, Privacy Law, Securities Regulation
Education
University of North Carolina School of Law 1998 — 2002
JD, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Business
University of North Carolina at Chapel Hill 1993 — 1997
AB with Honors, Economics and Political Science
Square 1 Bank July 2009 - Present
Square 1 Bank May 2007 - July 2009
Vernon, Vernon, Wooten, Brown, Andrews & Garrett, P.A. July 2004 - May 2007
Interstate Hotels & Resorts March 2003 - July 2004
US Airways May 2001 - August 2001
Credit Suisse First Boston July 1997 - August 1998
Skills
Venture Capital, Document Drafting, Commercial Banking, Commercial Lending, Contract Law, Contract Negotiation, Vendor Contracts, Software Licensing, Software License..., Licensing, Intellectual Property, Trademark Infringement, Litigation Management, Risk Management, Employment Law, Employment Contracts, Employment..., Employment Law..., Records Management, Document Retention &..., Email Retention, Financial Services, Corporate Governance, Banking Law, Start-ups, Private Equity, Entrepreneurship, Commercial Leasing, Secured Transactions, Secured Financing, UCC filings, Due Diligence, SBA, Small Business Lending, Financial Analysis, Non-profits, Non-profit Director, Negotiation, Mediation, Qualified Mediator, Non-profit Boards, Legal Advice, Legal Documents, MBA, Strategy, Litigation, Commercial Litigation, Corporate Law, Privacy Law, Securities Regulation
Education
University of North Carolina School of Law 1998 — 2002
JD, Law
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Business
University of North Carolina at Chapel Hill 1993 — 1997
AB with Honors, Economics and Political Science
Deepak Gupta Deepak Gupta's Credit Suisse First Boston Experience 2000 - 2001
Job
Industry Online Media
Experience
Machine Zone, Inc. October 2013 - Present
Machine Zone, Inc. March 2011 - September 2013
Outspark November 2009 - February 2011
Hovr 2005 - 2011
Electronic Arts October 2008 - November 2009
Hovr 2005 - September 2008
Technology Crossover Ventures 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette January 2000 - 2000
Wasserstein Perella (now called Dresdner Kleinwort) May 1998 - September 1998
Skills
Mobile Devices, Monetization, Product Management, Analytics, Online Marketing, Strategy, Mobile Games, Product Marketing, Start-ups, Venture Capital, Business Development, Social Games, Strategic Partnerships, Mobile Applications, Mobile Advertising, Video Games, MMO, Mobile Marketing, Online Advertising, Marketing, SEM, Mergers & Acquisitions, E-commerce, Online Gaming, Digital Marketing, iPhone, Customer Acquisition, Social Media Marketing, Awesomeness
Education
University of Rochester 1995 — 1999
BA
Don Bosco School
Machine Zone, Inc. October 2013 - Present
Machine Zone, Inc. March 2011 - September 2013
Outspark November 2009 - February 2011
Hovr 2005 - 2011
Electronic Arts October 2008 - November 2009
Hovr 2005 - September 2008
Technology Crossover Ventures 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette January 2000 - 2000
Wasserstein Perella (now called Dresdner Kleinwort) May 1998 - September 1998
Skills
Mobile Devices, Monetization, Product Management, Analytics, Online Marketing, Strategy, Mobile Games, Product Marketing, Start-ups, Venture Capital, Business Development, Social Games, Strategic Partnerships, Mobile Applications, Mobile Advertising, Video Games, MMO, Mobile Marketing, Online Advertising, Marketing, SEM, Mergers & Acquisitions, E-commerce, Online Gaming, Digital Marketing, iPhone, Customer Acquisition, Social Media Marketing, Awesomeness
Education
University of Rochester 1995 — 1999
BA
Don Bosco School
Gus Demopoulos's Credit Suisse First Boston Experience 2004 - 2006
Job ECM/Syndicate at B.Riley & Co.
Industry Financial Services
Experience
B. Riley & Co. 2014 - Present
Archon Group 2011 - 2014
Deutsche Bank 2006 - 2011
Credit Suisse First Boston 2004 - 2006
Leerink Partners 2003 - 2004
ABN AMRO, ING Barings January 1998 - January 2003
Lazard Capital Markets 1996 - 1999
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Equity Research, Series 24, Portfolio Management, Equity Trading, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Investments, Valuation, Bloomberg
Education
University of Rochester 1989 — 1991
MBA, Accounting and Finance
Villanova University 1986 — 1989
BS, Economics
B. Riley & Co. 2014 - Present
Archon Group 2011 - 2014
Deutsche Bank 2006 - 2011
Credit Suisse First Boston 2004 - 2006
Leerink Partners 2003 - 2004
ABN AMRO, ING Barings January 1998 - January 2003
Lazard Capital Markets 1996 - 1999
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Alternative Investments, Equities, Capital Markets, Fixed Income, Asset Management, Equity Research, Series 24, Portfolio Management, Equity Trading, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Investments, Valuation, Bloomberg
Education
University of Rochester 1989 — 1991
MBA, Accounting and Finance
Villanova University 1986 — 1989
BS, Economics
Chris Monahan Chris Monahan's Credit Suisse First Boston Experience August 1996 - March 1998
Job Recruiter at Manpower Group Solutions
Industry Staffing and Recruiting
Experience
Manpower Group Solutions May 2013 - Present
Barnett Hill Productions January 2006 - Present
Hudson Securities January 2006 - July 2010
Access Securities May 2004 - December 2005
JNK Securities July 2003 - May 2004
Schwab Soundview Capital Markets April 1998 - September 2002
Credit Suisse First Boston August 1996 - March 1998
SoundView Technology Group April 1995 - August 1996
Schwab Capital Markets November 1984 - March 1995
Skills
Equity Trading, Series 7, Trading, Hedge Funds, Capital Markets, Investments, Investment Management, Documentaries, Series 24, Securities, Video Production, Fundraising, Avid Media Composer, Financial Services, Photoshop, Bloomberg, Corporate Videos, Video Editing, Equity Research, Non-profits, Risk Management, Marketing, Finance, Wealth Management, Event Videography, Strategy, Nonprofits, Investment Banking, Portfolio Management, Financial Markets, FINRA, Technical Analysis, Trading Systems, Proprietary Trading, CRM, ETFs, Electronic Trading, Trading Strategies, Business Development
Education
University of Miami
BA, Anthropology
Manpower Group Solutions May 2013 - Present
Barnett Hill Productions January 2006 - Present
Hudson Securities January 2006 - July 2010
Access Securities May 2004 - December 2005
JNK Securities July 2003 - May 2004
Schwab Soundview Capital Markets April 1998 - September 2002
Credit Suisse First Boston August 1996 - March 1998
SoundView Technology Group April 1995 - August 1996
Schwab Capital Markets November 1984 - March 1995
Skills
Equity Trading, Series 7, Trading, Hedge Funds, Capital Markets, Investments, Investment Management, Documentaries, Series 24, Securities, Video Production, Fundraising, Avid Media Composer, Financial Services, Photoshop, Bloomberg, Corporate Videos, Video Editing, Equity Research, Non-profits, Risk Management, Marketing, Finance, Wealth Management, Event Videography, Strategy, Nonprofits, Investment Banking, Portfolio Management, Financial Markets, FINRA, Technical Analysis, Trading Systems, Proprietary Trading, CRM, ETFs, Electronic Trading, Trading Strategies, Business Development
Education
University of Miami
BA, Anthropology
Jeremy Back Jeremy Back's Credit Suisse First Boston Experience May 2000 - November 2002
Job President & CEO at Grosvenor Square Advisors, LLC
Industry Financial Services
Experience
Grosvenor Square Advisors, LLC January 2013 - Present
NewStar Financial December 2006 - February 2009
GoldenTree Asset Management July 2005 - July 2006
Relational Advisors November 2003 - July 2005
Credit Suisse First Boston May 2000 - November 2002
CIBC World Markets July 1995 - March 2000
Merrill Lynch July 1993 - June 1995
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Portfolio Management, Equities, Finance, Hedge Funds, Financial Analysis, Restructuring, Strategy, Leveraged Finance, Credit Analysis, Credit, LBO, Private Placements, Loans, Acquisitions, High Yield, Business Development
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BSE, Finance
Marlborough College
Schule Schloss Salem
Grosvenor Square Advisors, LLC January 2013 - Present
NewStar Financial December 2006 - February 2009
GoldenTree Asset Management July 2005 - July 2006
Relational Advisors November 2003 - July 2005
Credit Suisse First Boston May 2000 - November 2002
CIBC World Markets July 1995 - March 2000
Merrill Lynch July 1993 - June 1995
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Portfolio Management, Equities, Finance, Hedge Funds, Financial Analysis, Restructuring, Strategy, Leveraged Finance, Credit Analysis, Credit, LBO, Private Placements, Loans, Acquisitions, High Yield, Business Development
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BSE, Finance
Marlborough College
Schule Schloss Salem
William McCoy's Credit Suisse First Boston Experience 1998 - 2006
Job Senior Vice President, Chief Strategy Officer Financial Services
Industry Financial Services
Experience
U.S. Bank 2012 - 2015
Candent LLC 2007 - 2012
IRON Financial LLC 2009 - 2011
Oracle Corporation 2007 - 2009
ADP Brokerage Services 2006 - 2007
Credit Suisse First Boston 1998 - 2006
Booz Allen Hamilton 1995 - 1998
Deloitte Management Consulting June 1994 - September 1994
Charles Schwab Corporation 1990 - 1993
First Interstate Bancorp (now Wells Fargo) 1987 - 1990
Skills
Strategy, Mergers & Acquisitions, Investments, Strategic Planning, Business Development, Wealth Management, Corporate Development, Corporate Finance, Financial Services, Business Strategy, Mergers, Leadership, Banking, Performance Management, New Business Development, Management, Executive Management, CRM, Marketing Strategy, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Management Consulting, Post Merger Integration, Turnarounds, Series 65, Acquisition Integration, Start-ups, Turn Around Management, Hedge Funds, Venture Capital, Private Equity, Emerging Markets, Due Diligence, Consulting, Strategic Consulting, Strategic Partnerships, Finance, Valuation, Risk Management
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California - Marshall School of Business
BS, Cum Laude
U.S. Bank 2012 - 2015
Candent LLC 2007 - 2012
IRON Financial LLC 2009 - 2011
Oracle Corporation 2007 - 2009
ADP Brokerage Services 2006 - 2007
Credit Suisse First Boston 1998 - 2006
Booz Allen Hamilton 1995 - 1998
Deloitte Management Consulting June 1994 - September 1994
Charles Schwab Corporation 1990 - 1993
First Interstate Bancorp (now Wells Fargo) 1987 - 1990
Skills
Strategy, Mergers & Acquisitions, Investments, Strategic Planning, Business Development, Wealth Management, Corporate Development, Corporate Finance, Financial Services, Business Strategy, Mergers, Leadership, Banking, Performance Management, New Business Development, Management, Executive Management, CRM, Marketing Strategy, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Management Consulting, Post Merger Integration, Turnarounds, Series 65, Acquisition Integration, Start-ups, Turn Around Management, Hedge Funds, Venture Capital, Private Equity, Emerging Markets, Due Diligence, Consulting, Strategic Consulting, Strategic Partnerships, Finance, Valuation, Risk Management
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California - Marshall School of Business
BS, Cum Laude
Sean Cocchia's Credit Suisse First Boston Experience August 1996 - June 1998
Job Executive Vice President and General Manager at Disney Channels Worldwide
Industry Entertainment
Experience
Disney Channel February 2015 - Present
Disney Channels Worldwide November 2011 - January 2015
Radio Disney October 2010 - November 2011
The Walt Disney Company July 2000 - October 2010
The Walt Disney Company - Corporate Strategic Planning July 1998 - July 2000
Credit Suisse First Boston August 1996 - June 1998
Skills
Strategy, Digital Strategy, Business Development, Brand Management, Management, Broadcast, Business Planning, Business Strategy, Digital Media, Entertainment, Marketing, Mergers, Radio, Strategic Partnerships, Strategic Planning, Television
Education
University of Notre Dame - Mendoza College of Business
BBA, Finance
Disney Channel February 2015 - Present
Disney Channels Worldwide November 2011 - January 2015
Radio Disney October 2010 - November 2011
The Walt Disney Company July 2000 - October 2010
The Walt Disney Company - Corporate Strategic Planning July 1998 - July 2000
Credit Suisse First Boston August 1996 - June 1998
Skills
Strategy, Digital Strategy, Business Development, Brand Management, Management, Broadcast, Business Planning, Business Strategy, Digital Media, Entertainment, Marketing, Mergers, Radio, Strategic Partnerships, Strategic Planning, Television
Education
University of Notre Dame - Mendoza College of Business
BBA, Finance
Randi Nielsen Randi Nielsen's Credit Suisse First Boston Experience 1984 - 1994
Job Senior Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
UBS Investment Bank 1999 - 2008
Bear Stearns 1994 - 1999
Credit Suisse First Boston 1984 - 1994
Skills
Investments, Structured Finance, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Investment Banking, Equities, Alternative Investments, Bonds, Emerging Markets, Wealth Management, Bloomberg, Valuation, Structured Products, Derivatives, Series 7, Portfolio Management, High Yield, Equity Research, Finance, Securities, Equity Derivatives, Financial Structuring
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
J.P. Morgan 2010 - Present
UBS Investment Bank 1999 - 2008
Bear Stearns 1994 - 1999
Credit Suisse First Boston 1984 - 1994
Skills
Investments, Structured Finance, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Investment Banking, Equities, Alternative Investments, Bonds, Emerging Markets, Wealth Management, Bloomberg, Valuation, Structured Products, Derivatives, Series 7, Portfolio Management, High Yield, Equity Research, Finance, Securities, Equity Derivatives, Financial Structuring
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Angela Williams's Credit Suisse First Boston Experience January 2005 - April 2007
Job Graphic Designer at Mielle Design Studio
Industry Graphic Design
Experience
Mielle Design Studio February 2007 - Present
Kaough Williams and Calcote Design Group January 2010 - August 2011
Credit Suisse First Boston January 2005 - April 2007
Credit Suisse August 1998 - April 2007
Credit Suisse First Boston November 2000 - December 2004
L.A. Premier Concierge May 2002 - September 2004
Colony Capital, LLC May 1993 - August 1998
Colony Capital, LLC May 1993 - August 1998
Thomas F. Harrison January 1996 - January 1997
Education
Xavier University of Louisiana 1989 — 1992
Xavier University of Louisiana 1989 — 1992
Mass Communications
University of Phoenix
Business Management and Finance
University of Phoenix
Business Management and Finance
Xavier University of Louisiana
Mass Communications
Mielle Design Studio February 2007 - Present
Kaough Williams and Calcote Design Group January 2010 - August 2011
Credit Suisse First Boston January 2005 - April 2007
Credit Suisse August 1998 - April 2007
Credit Suisse First Boston November 2000 - December 2004
L.A. Premier Concierge May 2002 - September 2004
Colony Capital, LLC May 1993 - August 1998
Colony Capital, LLC May 1993 - August 1998
Thomas F. Harrison January 1996 - January 1997
Education
Xavier University of Louisiana 1989 — 1992
Xavier University of Louisiana 1989 — 1992
Mass Communications
University of Phoenix
Business Management and Finance
University of Phoenix
Business Management and Finance
Xavier University of Louisiana
Mass Communications
Ted Smith's Credit Suisse First Boston Experience 1998 - 2005
Job Partner and President, Union Square Advisors
Industry Financial Services
Experience
Union Square Advisors January 2007 - Present
Credit Suisse First Boston 1998 - 2005
Deutsche Bank May 1997 - June 1998
Novell June 1994 - June 1997
WordPerfect October 1993 - June 1994
Morgan Stanley June 1990 - October 1993
Skills
Valuation, Investment Banking, Private Equity, Finance, Venture Capital, Mergers & Acquisitions, Management, Equities, Financial Analysis, Corporate Finance, Capital Markets, M&A experience, Corporate Development, Financial Modeling
Education
University of Notre Dame 1988 — 1990
M.S., Electrical Engineering / Computer Science
University of Notre Dame 1984 — 1988
B.S., Electrical Engineering / Computer Science
Union Square Advisors January 2007 - Present
Credit Suisse First Boston 1998 - 2005
Deutsche Bank May 1997 - June 1998
Novell June 1994 - June 1997
WordPerfect October 1993 - June 1994
Morgan Stanley June 1990 - October 1993
Skills
Valuation, Investment Banking, Private Equity, Finance, Venture Capital, Mergers & Acquisitions, Management, Equities, Financial Analysis, Corporate Finance, Capital Markets, M&A experience, Corporate Development, Financial Modeling
Education
University of Notre Dame 1988 — 1990
M.S., Electrical Engineering / Computer Science
University of Notre Dame 1984 — 1988
B.S., Electrical Engineering / Computer Science
Russell Appel Russell Appel's Credit Suisse First Boston Experience 1991 - 1999
Job Founding Principal at The Praedium Group
Industry Real Estate
Experience
The Praedium Group January 2000 - Present
Credit Suisse/ First Boston 1991 - 1999
Goldman Sachs 1986 - 1991
Skills
Real Estate Economics, Private Equity, Real Estate Development, Asset Managment, Real Estate, Disposition, Investments, Real Estate Financing, Investment Properties, Valuation, Portfolio Management, Financial Analysis, Financial Structuring, Loans, Investors, Due Diligence, Acquisitions, Real Estate Transactions, Tenant, Asset Management, Property Management, Venture Capital, Landlords, Financial Modeling, Brokerage, Location Intelligence, Finance, Joint Ventures, Commercial Real Estate, Underwriting, Alternative Investments, Structured Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Business
University of Pennsylvania - The Wharton School 1979 — 1983
BS, Business
The Praedium Group January 2000 - Present
Credit Suisse/ First Boston 1991 - 1999
Goldman Sachs 1986 - 1991
Skills
Real Estate Economics, Private Equity, Real Estate Development, Asset Managment, Real Estate, Disposition, Investments, Real Estate Financing, Investment Properties, Valuation, Portfolio Management, Financial Analysis, Financial Structuring, Loans, Investors, Due Diligence, Acquisitions, Real Estate Transactions, Tenant, Asset Management, Property Management, Venture Capital, Landlords, Financial Modeling, Brokerage, Location Intelligence, Finance, Joint Ventures, Commercial Real Estate, Underwriting, Alternative Investments, Structured Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Business
University of Pennsylvania - The Wharton School 1979 — 1983
BS, Business
Denise Cintron Denise Cintron's Credit Suisse First Boston Experience September 1996 - July 2002
Job Associate Manager, HR at HIT Entertainment
Industry Human Resources
Experience
HIT Entertainment April 2013 - Present
ConvaTec January 2011 - March 2013
CONVATEC INC April 2008 - January 2011
CONVATEC, BRISTOL-MYERS SQUIBB September 2005 - April 2008
BRISTOL-MYERS SQUIBB July 2002 - September 2005
Credit Suisse First Boston September 1996 - July 2002
EMERGING MONEY CONCEPTS, INC January 1994 - August 1996
Skills
Succession Planning, Talent Management, Employee Relations, Onboarding, HRIS, Human Resources, Coaching, Performance Management, Sales, Sales Operations, Sourcing, Employee Benefits, Personnel Management, Training, Workforce Planning, Leadership, Change Management, Management, HR Policies, Process Improvement, Employment Law, Payroll, Team Leadership
Education
University of Phoenix 2003 — 2005
BACHELORS, BUSINESS MANAGEMENT
HIT Entertainment April 2013 - Present
ConvaTec January 2011 - March 2013
CONVATEC INC April 2008 - January 2011
CONVATEC, BRISTOL-MYERS SQUIBB September 2005 - April 2008
BRISTOL-MYERS SQUIBB July 2002 - September 2005
Credit Suisse First Boston September 1996 - July 2002
EMERGING MONEY CONCEPTS, INC January 1994 - August 1996
Skills
Succession Planning, Talent Management, Employee Relations, Onboarding, HRIS, Human Resources, Coaching, Performance Management, Sales, Sales Operations, Sourcing, Employee Benefits, Personnel Management, Training, Workforce Planning, Leadership, Change Management, Management, HR Policies, Process Improvement, Employment Law, Payroll, Team Leadership
Education
University of Phoenix 2003 — 2005
BACHELORS, BUSINESS MANAGEMENT
Jocelyn Bluth Jocelyn Bluth's Credit Suisse First Boston Experience September 1999 - May 2002
Job HR Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Citigroup May 2002 - March 2006
Credit Suisse First Boston September 1999 - May 2002
Lehman Brothers 1993 - 1999
Skills
Onboarding, Talent Management, Employee Relations, Succession Planning, Talent Acquisition, Change Management, Performance Management, Human Resources, Personnel Management, Coaching, Applicant Tracking..., Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1995 — 2000
MBA, Management
University of Michigan 1989 — 1993
Bachelor of Science (BS), Management
JPMorgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Citigroup May 2002 - March 2006
Credit Suisse First Boston September 1999 - May 2002
Lehman Brothers 1993 - 1999
Skills
Onboarding, Talent Management, Employee Relations, Succession Planning, Talent Acquisition, Change Management, Performance Management, Human Resources, Personnel Management, Coaching, Applicant Tracking..., Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1995 — 2000
MBA, Management
University of Michigan 1989 — 1993
Bachelor of Science (BS), Management
Leslie Pfrang Leslie Pfrang's Credit Suisse First Boston Experience July 1998 - April 2004
Job Principal at Class V Group
Industry Investment Banking
Experience
Class V Group March 2013 - Present
Deutsche Bank Securities April 2004 - October 2012
Credit Suisse First Boston July 1998 - April 2004
Deutsche Bank Securities April 1996 - July 1998
Credit Suisse First Boston 1993 - 1996
King & Spalding 1990 - 1993
Ernst & Young 1984 - 1986
Skills
CPA, Attorneys, Corporate Finance, Sales Management, Equities, IPO, Asset Management, Investment Banking, Equity Research, Equity Capital Markets, Consulting, Corporate Communications, Hedge Funds, Valuation, Financial Structuring, Strategy
Education
University of North Carolina at Chapel Hill 1996 — 2000
MBA/JD with honors, Banking, Corporate, Finance, and Securities Law
University of Maryland College Park
Bachelor of Science (B.S.), Magna Cum Laude, Accounting
Class V Group March 2013 - Present
Deutsche Bank Securities April 2004 - October 2012
Credit Suisse First Boston July 1998 - April 2004
Deutsche Bank Securities April 1996 - July 1998
Credit Suisse First Boston 1993 - 1996
King & Spalding 1990 - 1993
Ernst & Young 1984 - 1986
Skills
CPA, Attorneys, Corporate Finance, Sales Management, Equities, IPO, Asset Management, Investment Banking, Equity Research, Equity Capital Markets, Consulting, Corporate Communications, Hedge Funds, Valuation, Financial Structuring, Strategy
Education
University of North Carolina at Chapel Hill 1996 — 2000
MBA/JD with honors, Banking, Corporate, Finance, and Securities Law
University of Maryland College Park
Bachelor of Science (B.S.), Magna Cum Laude, Accounting
Philip Reicherz Philip Reicherz's Credit Suisse First Boston Experience September 1997 - May 2001
Job Managing Partner at Magnolia Ventures
Industry Venture Capital & Private Equity
Experience
Magnolia Ventures January 2011 - Present
Feeduce August 2014 - Present
CrowdHut May 2012 - Present
Cohere Cloud Services October 2013 - August 2014
SecondMarket January 2005 - January 2011
UBS Wealth Management May 2002 - December 2004
Credit Suisse First Boston September 1997 - May 2001
Smith Barney September 1995 - September 1997
Prudential Securities June 1994 - August 1994
Skills
Acquisitions, Risk Management, Entrepreneurship, Corporate Development, Equities, Investments, Valuation, Private Banking, Private Equity, Venture Capital, Mergers & Acquisitions, Capital Markets, Financial Modeling, Management, IPO, Investment Banking, Corporate Finance, Equity Valuation, Private Placements, Restructuring, Start-ups, Commodity, Investor Relations, Due Diligence, Divestitures, Hedge Funds, Product Development, Alternative Investments, Financial Structuring, Emerging Markets, Crowdfunding
Education
University of Rhode Island - College of Business Administration 1991 — 1995
BS, Management
Magnolia Ventures January 2011 - Present
Feeduce August 2014 - Present
CrowdHut May 2012 - Present
Cohere Cloud Services October 2013 - August 2014
SecondMarket January 2005 - January 2011
UBS Wealth Management May 2002 - December 2004
Credit Suisse First Boston September 1997 - May 2001
Smith Barney September 1995 - September 1997
Prudential Securities June 1994 - August 1994
Skills
Acquisitions, Risk Management, Entrepreneurship, Corporate Development, Equities, Investments, Valuation, Private Banking, Private Equity, Venture Capital, Mergers & Acquisitions, Capital Markets, Financial Modeling, Management, IPO, Investment Banking, Corporate Finance, Equity Valuation, Private Placements, Restructuring, Start-ups, Commodity, Investor Relations, Due Diligence, Divestitures, Hedge Funds, Product Development, Alternative Investments, Financial Structuring, Emerging Markets, Crowdfunding
Education
University of Rhode Island - College of Business Administration 1991 — 1995
BS, Management
Robert Garr Schwartz's Credit Suisse First Boston Experience 1994 - 1997
Job Founder at Garr's Bev Co.
Industry Financial Services
Experience
Garr's Bev Co. July 2015 - Present
Tennessee Brew Works January 2011 - July 2015
Northwestern Mutual May 2009 - December 2010
US Trust June 2005 - March 2009
Lehman Brothers 1997 - 2005
Credit Suisse First Boston 1994 - 1997
Morgan Stanley Investment Management 1993 - 1994
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Garr's Bev Co. July 2015 - Present
Tennessee Brew Works January 2011 - July 2015
Northwestern Mutual May 2009 - December 2010
US Trust June 2005 - March 2009
Lehman Brothers 1997 - 2005
Credit Suisse First Boston 1994 - 1997
Morgan Stanley Investment Management 1993 - 1994
Education
University of Notre Dame 1988 — 1992
BBA, Finance
Jacob Czarnick's Credit Suisse First Boston Experience July 2001 - February 2002
Job Director at Perella Weinberg Partners LP
Industry Financial Services
Experience
Perella Weinberg Partners LP July 2010 - Present
Citigroup, Inc. July 2004 - August 2008
Bank of America Merrill Lynch May 2002 - June 2004
Credit Suisse First Boston July 2001 - February 2002
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Strategy, Valuation, LBO, Corporate Finance, Divestitures, Leveraged Finance, Restructuring, Electric Power, Energy, Mining, Business Services
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Cornell University 1997 — 2001
Bachelor of Science
Perella Weinberg Partners LP July 2010 - Present
Citigroup, Inc. July 2004 - August 2008
Bank of America Merrill Lynch May 2002 - June 2004
Credit Suisse First Boston July 2001 - February 2002
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Strategy, Valuation, LBO, Corporate Finance, Divestitures, Leveraged Finance, Restructuring, Electric Power, Energy, Mining, Business Services
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Cornell University 1997 — 2001
Bachelor of Science
Michel Victor's Credit Suisse First Boston Experience June 1997 - March 1998
Job Vice President
Industry Computer Hardware
Experience
JP Morgan December 2002 - Present
Exaconnect June 2000 - June 2002
AXA January 1999 - June 2000
Chase Manhattan March 1998 - December 1998
Credit Suisse First Boston June 1997 - March 1998
Apertus Technologies October 1996 - April 1997
Omniview September 1993 - October 1996
Education
University of Michigan 1989 — 1993
JP Morgan December 2002 - Present
Exaconnect June 2000 - June 2002
AXA January 1999 - June 2000
Chase Manhattan March 1998 - December 1998
Credit Suisse First Boston June 1997 - March 1998
Apertus Technologies October 1996 - April 1997
Omniview September 1993 - October 1996
Education
University of Michigan 1989 — 1993
Nilay Gandhi Nilay Gandhi's Credit Suisse First Boston Experience July 2000 - June 2003
Job Vice President, Corporate Development at Tapad
Industry Internet
Experience
Tapad October 2014 - Present
Getty Images December 2008 - September 2014
Getty Images December 2012 - March 2014
LIFE.com July 2010 - January 2012
Google March 2008 - September 2008
DoubleClick July 2003 - September 2008
Credit Suisse First Boston July 2000 - June 2003
Skills
Divestitures, Investments, Negotiation, Strategy, Partnerships, Mergers, Product Management, Finance, Acquisitions, Business Development, Mergers & Acquisitions, Joint Ventures, Corporate Development, Investment Banking, IPO, Digital Strategy
Education
University of Pennsylvania - The Wharton School 1996 — 2000
B.S. Econ., Finance and Management
Tapad October 2014 - Present
Getty Images December 2008 - September 2014
Getty Images December 2012 - March 2014
LIFE.com July 2010 - January 2012
Google March 2008 - September 2008
DoubleClick July 2003 - September 2008
Credit Suisse First Boston July 2000 - June 2003
Skills
Divestitures, Investments, Negotiation, Strategy, Partnerships, Mergers, Product Management, Finance, Acquisitions, Business Development, Mergers & Acquisitions, Joint Ventures, Corporate Development, Investment Banking, IPO, Digital Strategy
Education
University of Pennsylvania - The Wharton School 1996 — 2000
B.S. Econ., Finance and Management
Michael Kopelman's Credit Suisse First Boston Experience 1997 - 1999
Job General Partner at Edison Partners
Industry Venture Capital & Private Equity
Experience
Edison Partners 2005 - Present
The Neat Company 2006 - Present
CallCopy Inc. 2011 - 2014
Sonicbids 2007 - 2012
CorrectNet 2006 - 2011
TrueCommerce 2009 - 2010
SoundView Technology Group 1999 - 2003
Credit Suisse First Boston 1997 - 1999
Skills
Venture Capital, Mergers, Private Equity, Investments, Investment Banking, Due Diligence, Finance, Mergers & Acquisitions, Corporate Development, Valuation, Emerging Markets, Entrepreneurship, Financial Services, IPO, Start-ups, E-commerce, Joint Ventures, Capital, Web Analytics, Strategic Planning, Corporate Finance, Financial Modeling, Strategy, Equities, Investment Advisory, Strategic Partnerships, Business Strategy, Alternative Investments, M&A experience
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, with honors
University of Pennsylvania 1993 — 1997
BA, cum laude
Edison Partners 2005 - Present
The Neat Company 2006 - Present
CallCopy Inc. 2011 - 2014
Sonicbids 2007 - 2012
CorrectNet 2006 - 2011
TrueCommerce 2009 - 2010
SoundView Technology Group 1999 - 2003
Credit Suisse First Boston 1997 - 1999
Skills
Venture Capital, Mergers, Private Equity, Investments, Investment Banking, Due Diligence, Finance, Mergers & Acquisitions, Corporate Development, Valuation, Emerging Markets, Entrepreneurship, Financial Services, IPO, Start-ups, E-commerce, Joint Ventures, Capital, Web Analytics, Strategic Planning, Corporate Finance, Financial Modeling, Strategy, Equities, Investment Advisory, Strategic Partnerships, Business Strategy, Alternative Investments, M&A experience
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, with honors
University of Pennsylvania 1993 — 1997
BA, cum laude
Lisa Huang Sherr, MBA Lisa Huang Sherr, MBA's Credit Suisse First Boston Experience July 2000 - June 2002
Job
Industry Computer Software
Experience
The Chronicle of Higher Education December 2013 - Present
ADP July 2009 - November 2013
ADP, Major Accounts Services July 2008 - June 2009
ADP, Retirement Services June 2007 - June 2008
Pfizer Inc. May 2006 - August 2006
LinkShare Corporation July 2002 - June 2005
Credit Suisse First Boston July 2000 - June 2002
Time Inc. June 1999 - August 1999
Skills
Strategic Planning, Corporate Development, Business Development, Strategic Partnerships, Strategy, Marketing Strategy, Business Analysis, Competitive Analysis, Employer Branding, Recruitment Advertising, Marketing Communications, Social Media Marketing, Digital Marketing, Vendor Management, Change Management, Project Management, Process Improvement, Corporate Finance, Financial Analysis, Talent Management, Analytics, Professional Mentoring, Mergers & Acquisitions, Management, Recruiting, Entrepreneurship, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA, 2007, Strategic Management and Marketing
University of Pennsylvania - The Wharton School
B.S. in Economics, 2000, Finance and Marketing, Minor in East Asian Studies
The Chronicle of Higher Education December 2013 - Present
ADP July 2009 - November 2013
ADP, Major Accounts Services July 2008 - June 2009
ADP, Retirement Services June 2007 - June 2008
Pfizer Inc. May 2006 - August 2006
LinkShare Corporation July 2002 - June 2005
Credit Suisse First Boston July 2000 - June 2002
Time Inc. June 1999 - August 1999
Skills
Strategic Planning, Corporate Development, Business Development, Strategic Partnerships, Strategy, Marketing Strategy, Business Analysis, Competitive Analysis, Employer Branding, Recruitment Advertising, Marketing Communications, Social Media Marketing, Digital Marketing, Vendor Management, Change Management, Project Management, Process Improvement, Corporate Finance, Financial Analysis, Talent Management, Analytics, Professional Mentoring, Mergers & Acquisitions, Management, Recruiting, Entrepreneurship, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA, 2007, Strategic Management and Marketing
University of Pennsylvania - The Wharton School
B.S. in Economics, 2000, Finance and Marketing, Minor in East Asian Studies
Bob Lockwood Bob Lockwood's Credit Suisse First Boston Experience November 2000 - December 2002
Job Managing Director, Technology Investment Banking at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial May 2009 - Present
Lane Berry October 2005 - May 2009
First Albany Capital October 2003 - October 2005
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1991 - October 2000
Chemical Bank 1991 - 1992
Education
University of Pennsylvania 1987 — 1991
Raymond James Financial May 2009 - Present
Lane Berry October 2005 - May 2009
First Albany Capital October 2003 - October 2005
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1991 - October 2000
Chemical Bank 1991 - 1992
Education
University of Pennsylvania 1987 — 1991
Jay Haverty Jay Haverty's Credit Suisse First Boston Experience 2000 - 2000
Job Chief Executive Officer at d50 Media
Industry Marketing and Advertising
Experience
d50 Media November 2014 - Present
D50 Media July 2011 - November 2014
Sokolove Law LLC April 2010 - November 2014
Sokolove Law LLC December 2009 - April 2010
Sokolove Law, LLC April 2009 - December 2009
Accretive July 2006 - January 2009
Celsius Capital November 2003 - June 2006
Mercer Oliver Wyman (Formerly Oliver, Wyman & Company) August 2002 - November 2003
Mercer Oliver Wyman 2002 - 2003
Credit Suisse First Boston 2000 - 2000
Skills
Analytics, E-commerce, Thought Leadership, Digital Marketing, SEM, Strategic Partnerships, Strategic Planning, Lead Generation, Competitive Analysis, Project Management, Web Analytics, Online Advertising, Marketing Strategy, SaaS, Mergers, CRM, Email Marketing, B2B, Marketing, Integrated Marketing, Management, Web Marketing, Start-ups, Strategy, Online Marketing
Education
University of Pennsylvania 2001 — 2002
Masters, Telecommunications Systems
University of Pennsylvania 1997 — 2001
BSE, Systems Engineering; Jerome Fisher Program in Management and Technology
University of Pennsylvania - The Wharton School 1997 — 2001
BS Econ, Finance & Information Systems Mgmt; Jerome Fisher Program in Management and Technology
Milton Academy 1992 — 1997
Diploma
d50 Media November 2014 - Present
D50 Media July 2011 - November 2014
Sokolove Law LLC April 2010 - November 2014
Sokolove Law LLC December 2009 - April 2010
Sokolove Law, LLC April 2009 - December 2009
Accretive July 2006 - January 2009
Celsius Capital November 2003 - June 2006
Mercer Oliver Wyman (Formerly Oliver, Wyman & Company) August 2002 - November 2003
Mercer Oliver Wyman 2002 - 2003
Credit Suisse First Boston 2000 - 2000
Skills
Analytics, E-commerce, Thought Leadership, Digital Marketing, SEM, Strategic Partnerships, Strategic Planning, Lead Generation, Competitive Analysis, Project Management, Web Analytics, Online Advertising, Marketing Strategy, SaaS, Mergers, CRM, Email Marketing, B2B, Marketing, Integrated Marketing, Management, Web Marketing, Start-ups, Strategy, Online Marketing
Education
University of Pennsylvania 2001 — 2002
Masters, Telecommunications Systems
University of Pennsylvania 1997 — 2001
BSE, Systems Engineering; Jerome Fisher Program in Management and Technology
University of Pennsylvania - The Wharton School 1997 — 2001
BS Econ, Finance & Information Systems Mgmt; Jerome Fisher Program in Management and Technology
Milton Academy 1992 — 1997
Diploma
Bob Curley's Credit Suisse First Boston Experience July 1998 - November 2002
Job Head of Software/Internet Corp Fin, Silicon Valley Bank
Industry Capital Markets
Experience
Silicon Valley Bank October 2011 - Present
MMV Financial May 2010 - September 2011
Pinnacle Ventures 2002 - May 2010
Credit Suisse First Boston July 1998 - November 2002
Credit Suisse 1997 - 2002
Deustche Morgan Grenfell Technology Group 1997 - 1998
Bank of America May 1994 - November 1997
Banc of America Securities 1994 - 1997
Continental Bank 1980 - 1994
Continental Illinois Bank 1980 - 1994
Skills
Capital Markets, Mergers, Finance, LBO, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Risk Management, Start-ups, Equities, Entrepreneurship, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Strategy, Financial Structuring, Management, Corporate Development
Education
University of Notre Dame 1976 — 1980
BBA, Finance
Silicon Valley Bank October 2011 - Present
MMV Financial May 2010 - September 2011
Pinnacle Ventures 2002 - May 2010
Credit Suisse First Boston July 1998 - November 2002
Credit Suisse 1997 - 2002
Deustche Morgan Grenfell Technology Group 1997 - 1998
Bank of America May 1994 - November 1997
Banc of America Securities 1994 - 1997
Continental Bank 1980 - 1994
Continental Illinois Bank 1980 - 1994
Skills
Capital Markets, Mergers, Finance, LBO, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Risk Management, Start-ups, Equities, Entrepreneurship, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Strategy, Financial Structuring, Management, Corporate Development
Education
University of Notre Dame 1976 — 1980
BBA, Finance
Berry Cox Berry Cox's Credit Suisse First Boston Experience October 2000 - October 2001
Job President, Abacus Analytics Inc.
Industry Financial Services
Experience
UBS Investment Bank January 2010 - September 2011
Abacus Analytics November 2001 - January 2010
Credit Suisse First Boston October 2000 - October 2001
Donaldson, Lufkin & Jenrette April 1996 - October 2000
Salomon Brothers 1992 - 1996
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of Virginia 1979 — 1983
BA, Economics, International Relations
UBS Investment Bank January 2010 - September 2011
Abacus Analytics November 2001 - January 2010
Credit Suisse First Boston October 2000 - October 2001
Donaldson, Lufkin & Jenrette April 1996 - October 2000
Salomon Brothers 1992 - 1996
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of Virginia 1979 — 1983
BA, Economics, International Relations
Luke Hart Luke Hart's Credit Suisse First Boston Experience 1998 - 2002
Job CEO at Hart Business Consulting
Industry Management Consulting
Experience
Hart Business Consulting 2015 - Present
Advantage Urgent Care September 2012 - July 2015
FWC 2010 - November 2012
Britannia Group 2006 - 2009
Lazard 2002 - 2005
Credit Suisse First Boston 1998 - 2002
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Private Equity, Start-ups, Valuation, Financial Modeling, Restructuring, Operations Management, Workout, Debtor/Creditor, Marketing Strategy
Education
The University of Reading 1994 — 1997
Bachelor of Arts (B.A.), Politics and International Relations
Hart Business Consulting 2015 - Present
Advantage Urgent Care September 2012 - July 2015
FWC 2010 - November 2012
Britannia Group 2006 - 2009
Lazard 2002 - 2005
Credit Suisse First Boston 1998 - 2002
Skills
Mergers & Acquisitions, Due Diligence, Corporate Finance, Private Equity, Start-ups, Valuation, Financial Modeling, Restructuring, Operations Management, Workout, Debtor/Creditor, Marketing Strategy
Education
The University of Reading 1994 — 1997
Bachelor of Arts (B.A.), Politics and International Relations
Andrew Tang's Credit Suisse First Boston Experience September 2000 - February 2002
Job CEO at Hero City at Draper University
Industry Venture Capital & Private Equity
Experience
Hero City at Draper University January 2015 - Present
Draper University January 2015 - Present
DFJ Dragon Fund March 2006 - Present
ABB Technology Ventures January 2011 - December 2014
Infineon Ventures / Infineon Technologies March 2002 - February 2006
Credit Suisse First Boston September 2000 - February 2002
Paine Webber / UBS June 1999 - August 1999
Intel 1995 - 1998
Massachusetts Institute of Technology January 1993 - January 1995
The University of Texas January 1990 - January 1993
Skills
Financial Technology, Educational Technology, Enterprise Software, Emerging Markets, Corporate Development, Mergers & Acquisitions, Start-ups, Venture Capital, Strategy, Entrepreneurship, Due Diligence, Investments, Finance, Strategic Partnerships, Private Equity, Portfolio Management, Cloud Computing, Business Development, Product Management, Valuation, Business Strategy, Management, Business Planning
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Massachusetts Institute of Technology 1993 — 1995
MSEE, Engineering
The University of Texas at Austin 1989 — 1993
BSEE, Engineering
high school 1985 — 1989
Hero City at Draper University January 2015 - Present
Draper University January 2015 - Present
DFJ Dragon Fund March 2006 - Present
ABB Technology Ventures January 2011 - December 2014
Infineon Ventures / Infineon Technologies March 2002 - February 2006
Credit Suisse First Boston September 2000 - February 2002
Paine Webber / UBS June 1999 - August 1999
Intel 1995 - 1998
Massachusetts Institute of Technology January 1993 - January 1995
The University of Texas January 1990 - January 1993
Skills
Financial Technology, Educational Technology, Enterprise Software, Emerging Markets, Corporate Development, Mergers & Acquisitions, Start-ups, Venture Capital, Strategy, Entrepreneurship, Due Diligence, Investments, Finance, Strategic Partnerships, Private Equity, Portfolio Management, Cloud Computing, Business Development, Product Management, Valuation, Business Strategy, Management, Business Planning
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Massachusetts Institute of Technology 1993 — 1995
MSEE, Engineering
The University of Texas at Austin 1989 — 1993
BSEE, Engineering
high school 1985 — 1989
Dan Song's Credit Suisse First Boston Experience June 2000 - September 2000
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2011 - Present
Syclo March 2011 - May 2011
Marsh April 2007 - March 2011
Merrill Lynch March 2006 - April 2007
Lehman Brothers April 2005 - March 2006
Intellibank, Inc September 2004 - April 2005
netomat October 2001 - September 2004
ACTV September 2000 - October 2001
Credit Suisse First Boston June 2000 - September 2000
Prudential March 1997 - May 2000
Education
University of Pennsylvania
BA
Morgan Stanley May 2011 - Present
Syclo March 2011 - May 2011
Marsh April 2007 - March 2011
Merrill Lynch March 2006 - April 2007
Lehman Brothers April 2005 - March 2006
Intellibank, Inc September 2004 - April 2005
netomat October 2001 - September 2004
ACTV September 2000 - October 2001
Credit Suisse First Boston June 2000 - September 2000
Prudential March 1997 - May 2000
Education
University of Pennsylvania
BA
Kevin Dwyer's Credit Suisse First Boston Experience September 2002 - May 2007
Job RMBS Analyst at Morningstar
Industry Capital Markets
Experience
Morningstar Structured Credit Ratings April 2012 - Present
Allonhill March 2011 - April 2012
Credit Suisse June 2007 - July 2009
Credit Suisse First Boston September 2002 - May 2007
Standard & Poor's August 1999 - September 2002
Skills
Securitization, Structured Finance, Structured Products, MBS, ABS, Trading, Fixed Income, Structuring, Valuation, Securities, Residential Mortgages, Bonds, Loans, Mortgage, Hedging, Intex, Capital Markets, Mortgage Lending, Asset Management, Derivatives, Hedge Funds, Financial Structuring
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Business
University of Wisconsin-Madison 1993 — 1994
BS, Economics
University of Pennsylvania 1988 — 1991
Finance
Marquette University High School 1984 — 1988
HS Diploma, None
Morningstar Structured Credit Ratings April 2012 - Present
Allonhill March 2011 - April 2012
Credit Suisse June 2007 - July 2009
Credit Suisse First Boston September 2002 - May 2007
Standard & Poor's August 1999 - September 2002
Skills
Securitization, Structured Finance, Structured Products, MBS, ABS, Trading, Fixed Income, Structuring, Valuation, Securities, Residential Mortgages, Bonds, Loans, Mortgage, Hedging, Intex, Capital Markets, Mortgage Lending, Asset Management, Derivatives, Hedge Funds, Financial Structuring
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Business
University of Wisconsin-Madison 1993 — 1994
BS, Economics
University of Pennsylvania 1988 — 1991
Finance
Marquette University High School 1984 — 1988
HS Diploma, None
Tom Bushey's Credit Suisse First Boston Experience 2003 - 2005
Job Founder and Portfolio Manager at Sunderland Capital Partners
Industry Investment Management
Experience
Sunderland Capital Partners August 2015 - Present
BlackRock June 2012 - July 2015
Mayo Capital Partners January 2010 - June 2012
Millenium Partners 2008 - 2010
Thayer Capital Partners 2005 - 2007
Credit Suisse First Boston 2003 - 2005
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BSE
Sunderland Capital Partners August 2015 - Present
BlackRock June 2012 - July 2015
Mayo Capital Partners January 2010 - June 2012
Millenium Partners 2008 - 2010
Thayer Capital Partners 2005 - 2007
Credit Suisse First Boston 2003 - 2005
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BSE
Adam Tepper's Credit Suisse First Boston Experience April 2000 - June 2005
Job Entrepreneur, Seasoned Finance Professional and Investor
Industry Financial Services
Experience
quantius August 2014 - September 2015
M•CAM November 2009 - September 2014
GroundWork Equity February 2006 - November 2009
International Studio Group July 2007 - January 2008
Perceval Interactive Media, LLC August 2006 - March 2007
TeleGaleria, LLC August 2006 - March 2007
Credit Suisse First Boston April 2000 - June 2005
Prudential Securities 1996 - 2000
Skills
Restructuring, Debt, Start-ups, Equities, Negotiation, Financial Structuring, Analysis, Structured Finance, Mergers, Financial Modeling, Venture Capital, Private Equity, Corporate Finance, Valuation, Investment Banking, Capital Markets, Securitization, Due Diligence, Investments, Fixed Income, Risk Management, ABS, M&A experience, Financial Analysis, Emerging Markets, Project Finance, Corporate Development, Leveraged Finance, Business Strategy, Derivatives, Management Consulting, Financial Institutions, Structured Products, Strategic Planning, Credit Risk, Private Placements, Banking, Capital, Entrepreneurship, Business Valuation, Bonds, Economics, Financial Markets, Loans, Corporate Governance, Investment Management, Strategy, Credit, Strategic Partnerships, Executive Management
Education
University of Pennsylvania - The Wharton School 1992 — 1996
B.S.
Greenwich High School 1989 — 1992
quantius August 2014 - September 2015
M•CAM November 2009 - September 2014
GroundWork Equity February 2006 - November 2009
International Studio Group July 2007 - January 2008
Perceval Interactive Media, LLC August 2006 - March 2007
TeleGaleria, LLC August 2006 - March 2007
Credit Suisse First Boston April 2000 - June 2005
Prudential Securities 1996 - 2000
Skills
Restructuring, Debt, Start-ups, Equities, Negotiation, Financial Structuring, Analysis, Structured Finance, Mergers, Financial Modeling, Venture Capital, Private Equity, Corporate Finance, Valuation, Investment Banking, Capital Markets, Securitization, Due Diligence, Investments, Fixed Income, Risk Management, ABS, M&A experience, Financial Analysis, Emerging Markets, Project Finance, Corporate Development, Leveraged Finance, Business Strategy, Derivatives, Management Consulting, Financial Institutions, Structured Products, Strategic Planning, Credit Risk, Private Placements, Banking, Capital, Entrepreneurship, Business Valuation, Bonds, Economics, Financial Markets, Loans, Corporate Governance, Investment Management, Strategy, Credit, Strategic Partnerships, Executive Management
Education
University of Pennsylvania - The Wharton School 1992 — 1996
B.S.
Greenwich High School 1989 — 1992
Denise Cintron's Credit Suisse First Boston Experience September 1996 - July 2002
Job Human Resources at ConvaTec, Inc.
Industry Human Resources
Experience
ConvaTec 2008 - Present
Bristol Myers Squibb - ConvaTec September 2005 - April 2008
Bristol Myers Squibb - PRI (R&D) July 2003 - September 2005
Credit Suisse First Boston September 1996 - July 2002
Education
University of Phoenix 2004 — 2006
Bachelors, Management
Society for Human Resource Management
Certificate, Professional in Human Resources
ConvaTec 2008 - Present
Bristol Myers Squibb - ConvaTec September 2005 - April 2008
Bristol Myers Squibb - PRI (R&D) July 2003 - September 2005
Credit Suisse First Boston September 1996 - July 2002
Education
University of Phoenix 2004 — 2006
Bachelors, Management
Society for Human Resource Management
Certificate, Professional in Human Resources
Jamie Chattin's Credit Suisse First Boston Experience December 1998 - January 2000
Job CFO at Avata, Inc.
Industry Computer Software
Experience
Avata 2013 - Present
MetaChain, Inc. August 2003 - December 2012
Warehouse Management Systems, Inc. October 2002 - November 2007
CodeFab Inc. March 2000 - October 2002
Credit Suisse First Boston December 1998 - January 2000
Sequiter 1999 - 2000
Scientific Atlanta July 1997 - November 1998
Skills
Strategy, Consulting, Supply Chain, ERP, Process Improvement, Strategic Planning, Cross-functional Team..., Finance, Program Management, Strategic Financial..., Project Management, Supply Chain..., Demand Planning, Mergers & Acquisitions, SAP, Management Consulting, Oracle, Budgets, Integration, Business Strategy
Education
University of Pennsylvania 1993 — 1997
1997, accounting, corp finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Corp Finance & Accounting
Avata 2013 - Present
MetaChain, Inc. August 2003 - December 2012
Warehouse Management Systems, Inc. October 2002 - November 2007
CodeFab Inc. March 2000 - October 2002
Credit Suisse First Boston December 1998 - January 2000
Sequiter 1999 - 2000
Scientific Atlanta July 1997 - November 1998
Skills
Strategy, Consulting, Supply Chain, ERP, Process Improvement, Strategic Planning, Cross-functional Team..., Finance, Program Management, Strategic Financial..., Project Management, Supply Chain..., Demand Planning, Mergers & Acquisitions, SAP, Management Consulting, Oracle, Budgets, Integration, Business Strategy
Education
University of Pennsylvania 1993 — 1997
1997, accounting, corp finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Corp Finance & Accounting
Peter Possemato's Credit Suisse First Boston Experience July 2002 - October 2005
Job Director at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance (Foothill) 2006 - Present
Imperial Capital LLC 2005 - 2006
Credit Suisse First Boston July 2002 - October 2005
Skills
Valuation, Financial Modeling, Private Equity, Equity Research, Capital Markets, Corporate Finance, Asset Based Lending, Investments, Credit, Underwriting, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Capital Finance (Foothill) 2006 - Present
Imperial Capital LLC 2005 - 2006
Credit Suisse First Boston July 2002 - October 2005
Skills
Valuation, Financial Modeling, Private Equity, Equity Research, Capital Markets, Corporate Finance, Asset Based Lending, Investments, Credit, Underwriting, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
David Kaul's Credit Suisse First Boston Experience 2000 - 2001
Job Director Strategic Sales
Industry Wine and Spirits
Experience
T. Edward Wines January 2007 - Present
Martin Scott Wines, Ltd. June 2003 - January 2007
Credit Suisse First Boston 2000 - 2001
Skills
Wineries, Wine Tasting, Beer, Sales, Beverage Industry, Restaurants, Food Pairing, Wine, Customer Service, Food & Beverage, Alcoholic Beverages, Marketing, Wine & Spirits Industry, Fine Dining
Education
University of Southern California 1987 — 1991
BA, Political Science
Scuola Italiana
T. Edward Wines January 2007 - Present
Martin Scott Wines, Ltd. June 2003 - January 2007
Credit Suisse First Boston 2000 - 2001
Skills
Wineries, Wine Tasting, Beer, Sales, Beverage Industry, Restaurants, Food Pairing, Wine, Customer Service, Food & Beverage, Alcoholic Beverages, Marketing, Wine & Spirits Industry, Fine Dining
Education
University of Southern California 1987 — 1991
BA, Political Science
Scuola Italiana
Aaron Slan's Credit Suisse First Boston Experience 2003 - 2005
Job Senior Vice President at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group 2014 - Present
Fortress Investment Group 2010 - 2014
Fortress Investment Group 2007 - 2010
Bear Stearns Merchant Banking 2005 - 2007
Credit Suisse First Boston 2003 - 2005
Skills
Private Equity, Valuation, Investment Banking, LBO, Financial Modeling, Hedge Funds, Capital Markets, Alternative Investments, Due Diligence, Corporate Finance, Leveraged Finance, Investments, M&A experience, Mergers & Acquisitions, Loans, Restructuring, Joint Ventures, Corporate Development, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2001 — 2003
BSc, Finance and Decision Processes
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1999 — 2001
Fortress Investment Group 2014 - Present
Fortress Investment Group 2010 - 2014
Fortress Investment Group 2007 - 2010
Bear Stearns Merchant Banking 2005 - 2007
Credit Suisse First Boston 2003 - 2005
Skills
Private Equity, Valuation, Investment Banking, LBO, Financial Modeling, Hedge Funds, Capital Markets, Alternative Investments, Due Diligence, Corporate Finance, Leveraged Finance, Investments, M&A experience, Mergers & Acquisitions, Loans, Restructuring, Joint Ventures, Corporate Development, Financial Structuring
Education
University of Pennsylvania - The Wharton School 2001 — 2003
BSc, Finance and Decision Processes
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1999 — 2001
Ben Oren's Credit Suisse First Boston Experience July 2001 - July 2003
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2009 - Present
UBS Securities LLC July 2003 - April 2009
Credit Suisse First Boston July 2001 - July 2003
Skills
Capital Markets, Valuation, Fixed Income, Leveraged Finance, Corporate Finance, LBO, High Yield, Bonds, Debt Restructuring, Capital Structure, Investment Banking
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Finance, Management, Legal Studies
Credit Suisse April 2009 - Present
UBS Securities LLC July 2003 - April 2009
Credit Suisse First Boston July 2001 - July 2003
Skills
Capital Markets, Valuation, Fixed Income, Leveraged Finance, Corporate Finance, LBO, High Yield, Bonds, Debt Restructuring, Capital Structure, Investment Banking
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Finance, Management, Legal Studies
David Trone's Credit Suisse First Boston Experience 1996 - 2000
Job Director of Equity Research at MKM Partners
Industry Investment Banking
Experience
MKM Partners November 2013 - Present
JMP Securities July 2010 - August 2013
Fox-Pitt, Kelton July 2004 - June 2010
Prudential Securities 2000 - July 2004
Credit Suisse First Boston 1996 - 2000
Skills
Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Financial Modeling, Series 7, Investments, Asset Managment, Mergers, Corporate Finance, Securities, Corporate Development, Banking, Finance, Mergers
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1982 — 1987
Bachelor of Science (BS), Computer Science
MKM Partners November 2013 - Present
JMP Securities July 2010 - August 2013
Fox-Pitt, Kelton July 2004 - June 2010
Prudential Securities 2000 - July 2004
Credit Suisse First Boston 1996 - 2000
Skills
Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Financial Modeling, Series 7, Investments, Asset Managment, Mergers, Corporate Finance, Securities, Corporate Development, Banking, Finance, Mergers
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1982 — 1987
Bachelor of Science (BS), Computer Science
Nhu An Do's Credit Suisse First Boston Experience 1998 - 2000
Job Creative Experience Curator
Industry Media Production
Experience
CreativePeople NYC January 2014 - Present
Gresham Risk Partners January 2011 - January 2014
VERO CAPITAL 2005 - January 2011
Condé Nast International June 2003 - June 2005
West End New Media 1999 - 2001
Credit Suisse First Boston 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Equities, Hedge Funds, Bloomberg, Strategy, Investment Banking, Valuation, Equity Research, Fixed Income, Investments, Capital Markets, Derivatives, Emerging Markets, VBA, Risk Management, Credit, Financial Services, Finance
Education
University of Pennsylvania - The Wharton School
BS, Finance
CreativePeople NYC January 2014 - Present
Gresham Risk Partners January 2011 - January 2014
VERO CAPITAL 2005 - January 2011
Condé Nast International June 2003 - June 2005
West End New Media 1999 - 2001
Credit Suisse First Boston 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Equities, Hedge Funds, Bloomberg, Strategy, Investment Banking, Valuation, Equity Research, Fixed Income, Investments, Capital Markets, Derivatives, Emerging Markets, VBA, Risk Management, Credit, Financial Services, Finance
Education
University of Pennsylvania - The Wharton School
BS, Finance
Peter Shannon, CFA's Credit Suisse First Boston Experience 2005 - 2007
Job Derivatives Trader at Geneva Trading
Industry Financial Services
Experience
Geneva Trading May 2010 - Present
Mercury Marketplace August 2009 - June 2010
Hard 8 June 2007 - June 2009
Credit Suisse June 2005 - April 2007
Credit Suisse First Boston 2005 - 2007
Skills
Equities, Derivatives, Market Making, Trading, Financial Modeling, Electronic Trading, Trading Systems, Hedging, Trading Strategies, Investments, Proprietary Trading, Portfolio Management, Options, Bloomberg, Swaps, Fixed Income, Hedge Funds, Commodity
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Bachelor of Science in Economics, Finance, Legal Studies
Geneva Trading May 2010 - Present
Mercury Marketplace August 2009 - June 2010
Hard 8 June 2007 - June 2009
Credit Suisse June 2005 - April 2007
Credit Suisse First Boston 2005 - 2007
Skills
Equities, Derivatives, Market Making, Trading, Financial Modeling, Electronic Trading, Trading Systems, Hedging, Trading Strategies, Investments, Proprietary Trading, Portfolio Management, Options, Bloomberg, Swaps, Fixed Income, Hedge Funds, Commodity
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Bachelor of Science in Economics, Finance, Legal Studies
Margaret McConville's Credit Suisse First Boston Experience 1996 - 1999
Job Human Capital at Geller & Company
Industry Staffing and Recruiting
Experience
Geller & Company February 2015 - Present
RSR Partners April 2012 - January 2015
Korn/Ferry International October 2008 - June 2011
Heidrick & Struggles July 2006 - August 2008
Heidrick & Struggles September 2002 - July 2006
Goldman Sachs & Co 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Bear Stearns & Co October 1994 - 1996
American International Group June 1992 - April 1994
Skills
Screening Resumes, Recruiting, Administrative..., CRM, Event Planning, Executive Search, Human Resources, Leadership, Marketing, Marketing Communications, Customer Service, New Business Development, Public Relations, Sourcing, Talent Acquisition, Talent Management, Business Development
Education
University of Scranton 1988 — 1992
BS, Accounting
Geller & Company February 2015 - Present
RSR Partners April 2012 - January 2015
Korn/Ferry International October 2008 - June 2011
Heidrick & Struggles July 2006 - August 2008
Heidrick & Struggles September 2002 - July 2006
Goldman Sachs & Co 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Bear Stearns & Co October 1994 - 1996
American International Group June 1992 - April 1994
Skills
Screening Resumes, Recruiting, Administrative..., CRM, Event Planning, Executive Search, Human Resources, Leadership, Marketing, Marketing Communications, Customer Service, New Business Development, Public Relations, Sourcing, Talent Acquisition, Talent Management, Business Development
Education
University of Scranton 1988 — 1992
BS, Accounting
Jon Tarnow's Credit Suisse First Boston Experience November 1993 - August 1996
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America November 2013 - Present
Citigroup September 2007 - February 2013
US Senate Federal Credit Union October 2006 - March 2010
Citigroup September 2004 - September 2007
Schwab Soundview Capital Markets August 1996 - December 2003
Credit Suisse First Boston November 1993 - August 1996
Tech Partners April 1991 - November 1993
Friends of Senator Carl Levin April 1990 - November 1990
Skills
Equities, Equity Derivatives, Derivatives, Options, Trading Systems, Electronic Trading, Analysis, Business Intelligence, Data, Financial Risk, Risk Management, Auditing, Management, Programming, Equity Trading, Business Analysis, Financial Markets, Portfolio Management, Investments, Trading, Series 63, Series 7, Capital Markets, Financial Services, Financial Modeling
Education
University of Michigan 1986 — 1990
Bachelor of Science (BS) with Honors, Compter Science
Bank of America November 2013 - Present
Citigroup September 2007 - February 2013
US Senate Federal Credit Union October 2006 - March 2010
Citigroup September 2004 - September 2007
Schwab Soundview Capital Markets August 1996 - December 2003
Credit Suisse First Boston November 1993 - August 1996
Tech Partners April 1991 - November 1993
Friends of Senator Carl Levin April 1990 - November 1990
Skills
Equities, Equity Derivatives, Derivatives, Options, Trading Systems, Electronic Trading, Analysis, Business Intelligence, Data, Financial Risk, Risk Management, Auditing, Management, Programming, Equity Trading, Business Analysis, Financial Markets, Portfolio Management, Investments, Trading, Series 63, Series 7, Capital Markets, Financial Services, Financial Modeling
Education
University of Michigan 1986 — 1990
Bachelor of Science (BS) with Honors, Compter Science
Cori Moyer's Credit Suisse First Boston Experience 1999 - 2000
Job Software Marketing Project Manager at Dell
Industry Information Technology and Services
Experience
Dell Software Group April 2013 - Present
Dell 2011 - 2012
Dell 2009 - 2011
Dell 2004 - 2009
CJM Solutions, Inc. 2000 - 2004
Credit Suisse First Boston 1999 - 2000
Deutsche Bank 1996 - 1999
Smith Barney / Travelers 1995 - 1996
Kidder Peabody 1994 - 1995
Skills
Business Analysis, Event Management, Program Management, Financial Analysis, International Project..., Cross-functional Team..., Sales Enablement, Vendor Management, Product Management, Process Improvement, Project Management, Demand Generation, Product Marketing, Quality Assurance, Six Sigma, Social Media, Radian6, Forecasting, Standardization, Marketing Communications, Database Design, Data Analysis, Trending, Training, Budgets, Project Planning, Marketing, Sales, Business Process..., Integration, PMP, Strategy, CRM
Education
University of Michigan 1989 — 1993
Bachelor of Arts, Management
Dell Software Group April 2013 - Present
Dell 2011 - 2012
Dell 2009 - 2011
Dell 2004 - 2009
CJM Solutions, Inc. 2000 - 2004
Credit Suisse First Boston 1999 - 2000
Deutsche Bank 1996 - 1999
Smith Barney / Travelers 1995 - 1996
Kidder Peabody 1994 - 1995
Skills
Business Analysis, Event Management, Program Management, Financial Analysis, International Project..., Cross-functional Team..., Sales Enablement, Vendor Management, Product Management, Process Improvement, Project Management, Demand Generation, Product Marketing, Quality Assurance, Six Sigma, Social Media, Radian6, Forecasting, Standardization, Marketing Communications, Database Design, Data Analysis, Trending, Training, Budgets, Project Planning, Marketing, Sales, Business Process..., Integration, PMP, Strategy, CRM
Education
University of Michigan 1989 — 1993
Bachelor of Arts, Management
Raj Kothari's Credit Suisse First Boston Experience 1998 - 2003
Job Executive Director at JP Morgan
Industry Capital Markets
Experience
J.P. Morgan Securities, Inc. 2003 - Present
Credit Suisse First Boston 1998 - 2003
Education
University of Nottingham 1993 — 1996
BSc, Mathematics and Management Studies
J.P. Morgan Securities, Inc. 2003 - Present
Credit Suisse First Boston 1998 - 2003
Education
University of Nottingham 1993 — 1996
BSc, Mathematics and Management Studies
Adam Weingarten's Credit Suisse First Boston Experience 2004 - 2004
Job Analyst at Contrarian Capital Management
Industry Research
Experience
Contrarian Capital Management June 2015 - Present
Loeb King Capital Management April 2011 - January 2015
Chapdelaine Credit Partners July 2010 - March 2011
Highstar Capital August 2006 - September 2009
Banc of America Securities 2005 - 2006
Credit Suisse First Boston 2004 - 2004
Skills
Financial Analysis, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Investment Banking, Investments, Corporate Finance, Alternative Investments, Bloomberg, Mergers & Acquisitions
Education
University of Michigan 2001 — 2005
BBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Accounting and Finance and Economics
Ferndale High School 1997 — 2001
Contrarian Capital Management June 2015 - Present
Loeb King Capital Management April 2011 - January 2015
Chapdelaine Credit Partners July 2010 - March 2011
Highstar Capital August 2006 - September 2009
Banc of America Securities 2005 - 2006
Credit Suisse First Boston 2004 - 2004
Skills
Financial Analysis, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Valuation, Financial Modeling, Investment Banking, Investments, Corporate Finance, Alternative Investments, Bloomberg, Mergers & Acquisitions
Education
University of Michigan 2001 — 2005
BBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Accounting and Finance and Economics
Ferndale High School 1997 — 2001
Randy Sides's Credit Suisse First Boston Experience 1983 - 1992
Job Managing Director, RWSides& Company, Inc.
Industry Management Consulting
Experience
RWSides& Company, Inc. 2006 - Present
Barclays Capital 2002 - 2005
TradeWeb 2000 - 2001
RWSides& Company, Inc. 1997 - 1999
Chase Manhattan Corporation 1993 - 1996
Credit Suisse First Boston 1983 - 1992
Brown Brothers Harriman 1979 - 1983
Skills
Risk Management, Business Development, Project Management, Strategic Planning, Financial Technology, Electronic Trading, Fixed Income, Derivatives
Education
University of North Carolina at Greensboro 1975 — 1979
B.A., cum laude
RWSides& Company, Inc. 2006 - Present
Barclays Capital 2002 - 2005
TradeWeb 2000 - 2001
RWSides& Company, Inc. 1997 - 1999
Chase Manhattan Corporation 1993 - 1996
Credit Suisse First Boston 1983 - 1992
Brown Brothers Harriman 1979 - 1983
Skills
Risk Management, Business Development, Project Management, Strategic Planning, Financial Technology, Electronic Trading, Fixed Income, Derivatives
Education
University of North Carolina at Greensboro 1975 — 1979
B.A., cum laude
Caroline Morrill's Credit Suisse First Boston Experience 1986 - 1996
Job Financial Services Professional, Investment Banking/Sales and Trading/Marketing Expertise
Industry Financial Services
Experience
HSBC 2004 - 2007
Morgan Stanley 1996 - 2003
Credit Suisse First Boston 1986 - 1996
Skills
Investment Banking, ABS, Capital Markets, Syndicate, MBS, Debt Capital Markets, Fixed Income, Securitization, CMBS, Structured Products, Portfolio Management, Structured Finance
Education
University of Pennsylvania 1982 — 1986
HSBC 2004 - 2007
Morgan Stanley 1996 - 2003
Credit Suisse First Boston 1986 - 1996
Skills
Investment Banking, ABS, Capital Markets, Syndicate, MBS, Debt Capital Markets, Fixed Income, Securitization, CMBS, Structured Products, Portfolio Management, Structured Finance
Education
University of Pennsylvania 1982 — 1986
Daimyon Hayes's Credit Suisse First Boston Experience ENTITLEMENT ANALYSTThomson Reuters2008 - 2010
Job Senior IT Analyst at Credit Suisse First Boston
Industry Information Technology and Services
Experience
Credit Suisse First Boston ENTITLEMENT ANALYSTThomson Reuters2008 - 2010
Education
University of Pennsylvania 1994 — 2001
113
Credit Suisse First Boston ENTITLEMENT ANALYSTThomson Reuters2008 - 2010
Education
University of Pennsylvania 1994 — 2001
113
Lisa Rosenthal's Credit Suisse First Boston Experience 2004 - 2007
Job Owner at Party of Gold
Industry Banking
Experience
Party of Gold March 2008 - Present
Credit Suisse First Boston 2004 - 2007
First National Bank of Arizona 2001 - 2004
Education
University of Massachusetts, Amherst 1981 — 1985
Party of Gold March 2008 - Present
Credit Suisse First Boston 2004 - 2007
First National Bank of Arizona 2001 - 2004
Education
University of Massachusetts, Amherst 1981 — 1985
Ashok Gopalan, PMP's Credit Suisse First Boston Experience 2001 - 2002
Job SharePoint Architect at ULA United Launch Alliance Lockheed Martin & Boeing
Industry Information Technology and Services
Experience
ULA - United Launch Alliance - Lockheed Martin & Boeing February 2010 - Present
Statera February 2008 - December 2008
First Data Corporation February 2008 - December 2008
FirstData 2008 - 2008
CIBER, Inc. September 2003 - November 2007
Credit Suisse First Boston 2001 - 2002
Citicorp 1996 - 1999
I-flex Solutions Limited 1996 - 1999
Sofscript Systems & Services Pvt. Ltd 1990 - 1996
Skills
Requirements Analysis, SharePoint, .NET, SDLC, Integration, PMP, Data Warehousing, Unix, Project Planning, Information Technology, Software Development, Microsoft Office..., SSRS, Management, Architecture, Systems Analysis, Business Intelligence
Education
Bhavans College, Andheri, Mumbai 1985 — 1988
Bachelor of Science (B.Sc.), Physics
University of Mumbai 1985 — 1988
Bachelor of Science, Physics
Hansraj Morarji Public School 1973 — 1983
Bachelor of Science (B.Sc.), Physics
ULA - United Launch Alliance - Lockheed Martin & Boeing February 2010 - Present
Statera February 2008 - December 2008
First Data Corporation February 2008 - December 2008
FirstData 2008 - 2008
CIBER, Inc. September 2003 - November 2007
Credit Suisse First Boston 2001 - 2002
Citicorp 1996 - 1999
I-flex Solutions Limited 1996 - 1999
Sofscript Systems & Services Pvt. Ltd 1990 - 1996
Skills
Requirements Analysis, SharePoint, .NET, SDLC, Integration, PMP, Data Warehousing, Unix, Project Planning, Information Technology, Software Development, Microsoft Office..., SSRS, Management, Architecture, Systems Analysis, Business Intelligence
Education
Bhavans College, Andheri, Mumbai 1985 — 1988
Bachelor of Science (B.Sc.), Physics
University of Mumbai 1985 — 1988
Bachelor of Science, Physics
Hansraj Morarji Public School 1973 — 1983
Bachelor of Science (B.Sc.), Physics
Jeffrey Laborde's Credit Suisse First Boston Experience 2000 - 2006
Job Chief Financial Officer at Infor
Industry Information Technology and Services
Experience
Infor June 2015 - Present
SumTotal Systems, Inc. July 2012 - April 2015
Goldman, Sachs & Co. May 2006 - July 2012
Goldman, Sachs & Co. 2006 - 2008
Credit Suisse First Boston 2000 - 2006
Arthur Andersen LLP 1995 - 1998
Skills
Investment Banking, Corporate Advisory, M&A experience, Deal Execution, Capital Markets, Corporate Finance, LBO, Due Diligence, Equities, Capital Raising, Recapitalizations, International M&A, Strategic Financial..., Technology, Private Placements, Investments, Financial Audits, Financial Accounting, Fixed Income, High Yield, IPO, Mergers & Acquisitions, Start-ups, Executive Management, Finance
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1991 — 1995
Bachelor of Science, Business Management and Accounting
Jesuit High Shool
Infor June 2015 - Present
SumTotal Systems, Inc. July 2012 - April 2015
Goldman, Sachs & Co. May 2006 - July 2012
Goldman, Sachs & Co. 2006 - 2008
Credit Suisse First Boston 2000 - 2006
Arthur Andersen LLP 1995 - 1998
Skills
Investment Banking, Corporate Advisory, M&A experience, Deal Execution, Capital Markets, Corporate Finance, LBO, Due Diligence, Equities, Capital Raising, Recapitalizations, International M&A, Strategic Financial..., Technology, Private Placements, Investments, Financial Audits, Financial Accounting, Fixed Income, High Yield, IPO, Mergers & Acquisitions, Start-ups, Executive Management, Finance
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1991 — 1995
Bachelor of Science, Business Management and Accounting
Jesuit High Shool
Lena Liu's Credit Suisse First Boston Experience 2000 - 2004
Job Managing Director
Industry Financial Services
Experience
Credit Suisse January 2011 - Present
Bank of America August 2004 - September 2010
Credit Suisse First Boston 2000 - 2004
Education
University of Michigan 1986 — 1990
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance/Intnl Business
University of Michigan - Stephen M. Ross School of Business
BBA, Finance/Accounting
Credit Suisse January 2011 - Present
Bank of America August 2004 - September 2010
Credit Suisse First Boston 2000 - 2004
Education
University of Michigan 1986 — 1990
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance/Intnl Business
University of Michigan - Stephen M. Ross School of Business
BBA, Finance/Accounting
Blake Schmidt's Credit Suisse First Boston Experience May 2000 - May 2003
Job Portfolio Manager at Prologue Capital
Industry Financial Services
Experience
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Walker Kidd's Credit Suisse First Boston Experience July 2006 - January 2008
Job Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group January 2008 - Present
Credit Suisse First Boston July 2006 - January 2008
Skills
Capital Markets, Hedge Funds, Financial Modeling, Valuation, Credit, Loans, Investments, Private Equity, Equities, Portfolio Management, Asset Management, Series 7, Securities, Alternative Investments, Credit Analysis, Financial Services, Due Diligence, Asset Allocation, Corporate Finance, Series 63, Mutual Funds, Investment Strategies, Financial Analysis, Real Estate Economics
Education
University of Oregon 2002 — 2006
Fortress Investment Group January 2008 - Present
Credit Suisse First Boston July 2006 - January 2008
Skills
Capital Markets, Hedge Funds, Financial Modeling, Valuation, Credit, Loans, Investments, Private Equity, Equities, Portfolio Management, Asset Management, Series 7, Securities, Alternative Investments, Credit Analysis, Financial Services, Due Diligence, Asset Allocation, Corporate Finance, Series 63, Mutual Funds, Investment Strategies, Financial Analysis, Real Estate Economics
Education
University of Oregon 2002 — 2006
Richard Shin's Credit Suisse First Boston Experience October 2000 - October 2003
Job Director, Portfolio Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2005 - Present
UBS Investment Bank October 2003 - April 2005
Credit Suisse First Boston October 2000 - October 2003
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Organic 1998 - 1999
Skills
Derivatives, Valuation, Fixed Income, ABS, Investment Banking, Capital Markets, Structured Finance, Loan Origination, Due Diligence, Private Equity, Bonds, Financial Modeling, Finance, Investments, Financial Services, Financial Structuring, Series 7, Loans, Asset Management, Alternative Investments, Financial Markets, Structured Products, Credit, Mortgage Lending, Portfolio Management, Hedge Funds, Risk Management, Equities, Securities, Bloomberg, Banking, Trading, Credit Analysis, Financial Analysis
Education
University of Michigan 1994 — 1998
E*TRADE Financial October 2005 - Present
UBS Investment Bank October 2003 - April 2005
Credit Suisse First Boston October 2000 - October 2003
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Organic 1998 - 1999
Skills
Derivatives, Valuation, Fixed Income, ABS, Investment Banking, Capital Markets, Structured Finance, Loan Origination, Due Diligence, Private Equity, Bonds, Financial Modeling, Finance, Investments, Financial Services, Financial Structuring, Series 7, Loans, Asset Management, Alternative Investments, Financial Markets, Structured Products, Credit, Mortgage Lending, Portfolio Management, Hedge Funds, Risk Management, Equities, Securities, Bloomberg, Banking, Trading, Credit Analysis, Financial Analysis
Education
University of Michigan 1994 — 1998
Paul Zurek's Credit Suisse First Boston Experience May 2001 - August 2001
Job Principal at Cornerstone Research
Industry Financial Services
Experience
Cornerstone Research July 2008 - Present
Wharton Financial Institutions Center June 2008 - Present
United Poles FCU June 2010 - March 2011
Kimberton International Associates / The Banking Group September 2002 - December 2007
Credit Suisse First Boston May 2001 - August 2001
Skills
Hedge Funds, Mergers & Acquisitions, Risk Management, Financial Institutions, Financial Markets, Banking, Securities, Portfolio Management, Asset Management, Litigation, Commercial Litigation, Programming Languages, Econometrics, Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1998 — 2008
PhD, MA and BS, Finance
Cornerstone Research July 2008 - Present
Wharton Financial Institutions Center June 2008 - Present
United Poles FCU June 2010 - March 2011
Kimberton International Associates / The Banking Group September 2002 - December 2007
Credit Suisse First Boston May 2001 - August 2001
Skills
Hedge Funds, Mergers & Acquisitions, Risk Management, Financial Institutions, Financial Markets, Banking, Securities, Portfolio Management, Asset Management, Litigation, Commercial Litigation, Programming Languages, Econometrics, Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1998 — 2008
PhD, MA and BS, Finance
Kevin Satchell's Credit Suisse First Boston Experience November 2004 - September 2005
Job Reorganization Corporate Actions Analysis . Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC February 2015 - Present
Full Circle Computing May 2014 - October 2014
BNY Mellon Investor Service October 2010 - February 2014
Morgan Stanley October 2008 - October 2010
HSBC Securities November 2005 - October 2008
Miletus Trading September 2005 - November 2005
Credit Suisse First Boston November 2004 - September 2005
UBS WARBURG / Painwebber December 2003 - November 2004
BEAR STEARNS SECURITIES CORPORATION December 1997 - January 2003
Skills
Accounting, Access, Derivatives, Equities, Finance, Financial Services, Fixed Income, Management, Portfolio Management, Securities, Trading, Back Office, Bonds, Middle Office, Settlement, Capital Markets
Education
University of Maryland College Park 1982 — 1984
Janney Montgomery Scott LLC February 2015 - Present
Full Circle Computing May 2014 - October 2014
BNY Mellon Investor Service October 2010 - February 2014
Morgan Stanley October 2008 - October 2010
HSBC Securities November 2005 - October 2008
Miletus Trading September 2005 - November 2005
Credit Suisse First Boston November 2004 - September 2005
UBS WARBURG / Painwebber December 2003 - November 2004
BEAR STEARNS SECURITIES CORPORATION December 1997 - January 2003
Skills
Accounting, Access, Derivatives, Equities, Finance, Financial Services, Fixed Income, Management, Portfolio Management, Securities, Trading, Back Office, Bonds, Middle Office, Settlement, Capital Markets
Education
University of Maryland College Park 1982 — 1984
Purvi Savla's Credit Suisse First Boston Experience September 2003 - February 2005
Job Business Analyst at Citi
Industry Information Technology and Services
Experience
Citi January 2015 - Present
Citi March 2014 - December 2014
Barclays Capital September 2008 - October 2010
Lehman Brothers May 2006 - September 2008
Citi Group March 2005 - April 2006
Credit Suisse First Boston September 2003 - February 2005
Goldman Sachs February 1999 - September 2003
Infosys Technologies Ltd October 1998 - September 2003
Skills
Software Development, SDLC, Business Analysis, Software Project..., Unix, Requirements Analysis, Sybase, Java Enterprise Edition, CCAR, Project Management, Java, Perl, Fixed Income
Education
University of Mumbai 1994 — 1998
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Citi January 2015 - Present
Citi March 2014 - December 2014
Barclays Capital September 2008 - October 2010
Lehman Brothers May 2006 - September 2008
Citi Group March 2005 - April 2006
Credit Suisse First Boston September 2003 - February 2005
Goldman Sachs February 1999 - September 2003
Infosys Technologies Ltd October 1998 - September 2003
Skills
Software Development, SDLC, Business Analysis, Software Project..., Unix, Requirements Analysis, Sybase, Java Enterprise Edition, CCAR, Project Management, Java, Perl, Fixed Income
Education
University of Mumbai 1994 — 1998
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Bill Knight's Credit Suisse First Boston Experience September 1999 - October 2000
Job Principal at Drake Capital Advisors
Industry Investment Management
Experience
Drake Capital Advisors January 2006 - Present
Elm Ridge Capital May 2004 - December 2005
Credit Suisse Asset Management November 2000 - April 2004
Credit Suisse First Boston September 1999 - October 2000
Morgan Stanley September 1997 - August 1999
U.S. Navy May 1990 - May 1995
Skills
Hedge Funds, Fund Of Funds, Asset Managment, Equities, Alternative Investments, Investments, Investment Management, Asset Allocation, Portfolio Management, Securities, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA
University of Virginia 1986 — 1990
Bachelor of Arts (B.A.), Economics
Drake Capital Advisors January 2006 - Present
Elm Ridge Capital May 2004 - December 2005
Credit Suisse Asset Management November 2000 - April 2004
Credit Suisse First Boston September 1999 - October 2000
Morgan Stanley September 1997 - August 1999
U.S. Navy May 1990 - May 1995
Skills
Hedge Funds, Fund Of Funds, Asset Managment, Equities, Alternative Investments, Investments, Investment Management, Asset Allocation, Portfolio Management, Securities, Mutual Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA
University of Virginia 1986 — 1990
Bachelor of Arts (B.A.), Economics
Julian van Santen's Credit Suisse First Boston Experience 1995 - 2005
Job CTO, Risk, Legal and Audit Technology Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2005 - Present
Wells Fargo 2005 - Present
Credit Suisse 1997 - 2005
Credit Suisse First Boston 1995 - 2005
BNP Paribas 1995 - 1996
Logica UK September 1994 - August 1995
Skills
Securities, Fraud, Transaction Processing, AML, Banking, Investment Banking, Financial Risk, Operational Risk, Enterprise Risk..., Information Technology, Internal Audit, Business Analysis, Security, Market Risk, Financial Services, Basel II, Risk Management, Credit, Enterprise Software, Leadership, Management, Operational Risk..., Portfolio Management, Anti Money Laundering
Education
University of Southampton 1991 — 1994
Dr Challoners
Wells Fargo Bank November 2005 - Present
Wells Fargo 2005 - Present
Credit Suisse 1997 - 2005
Credit Suisse First Boston 1995 - 2005
BNP Paribas 1995 - 1996
Logica UK September 1994 - August 1995
Skills
Securities, Fraud, Transaction Processing, AML, Banking, Investment Banking, Financial Risk, Operational Risk, Enterprise Risk..., Information Technology, Internal Audit, Business Analysis, Security, Market Risk, Financial Services, Basel II, Risk Management, Credit, Enterprise Software, Leadership, Management, Operational Risk..., Portfolio Management, Anti Money Laundering
Education
University of Southampton 1991 — 1994
Dr Challoners
Jane Yang's Credit Suisse First Boston Experience 2001 - 2001
Job Managing Director at Woodville Hall Capital, LLC
Industry Financial Services
Experience
Woodville Hall Capital, LLC June 2011 - Present
Jane Yang Consulting, LLC February 2010 - Present
Wendys International 2003 - 2008
Limited Brands 2005 - 2005
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Banc of America Securities 1996 - 1999
Education
University of Michigan 1992 — 1996
BA with Honors
The Westminster Schools 1986 — 1992
Woodville Hall Capital, LLC June 2011 - Present
Jane Yang Consulting, LLC February 2010 - Present
Wendys International 2003 - 2008
Limited Brands 2005 - 2005
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Banc of America Securities 1996 - 1999
Education
University of Michigan 1992 — 1996
BA with Honors
The Westminster Schools 1986 — 1992
Elizabeth Haberkorn's Credit Suisse First Boston Experience 1991 - 1996
Job Consultant at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors May 2010 - July 2014
Morgan Stanley 1996 - 2007
Credit Suisse First Boston 1991 - 1996
Security Pacific National Bank 1986 - 1991
City Federal Savings and Loan 1986 - 1988
Skills
Securitization, Banking, Loans, Capital Markets, Portfolio Management, Real Estate, Mortgage Lending, Structured Finance, Fixed Income, Valuation, Commercial Mortgages, Business Development, Asset Management, Financial Structuring, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1984
Treliant Risk Advisors May 2010 - July 2014
Morgan Stanley 1996 - 2007
Credit Suisse First Boston 1991 - 1996
Security Pacific National Bank 1986 - 1991
City Federal Savings and Loan 1986 - 1988
Skills
Securitization, Banking, Loans, Capital Markets, Portfolio Management, Real Estate, Mortgage Lending, Structured Finance, Fixed Income, Valuation, Commercial Mortgages, Business Development, Asset Management, Financial Structuring, Due Diligence, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1984
Jim Siccardi's Credit Suisse First Boston Experience 1998 - 2001
Job Director, Institutional Equity Sales at KLR
Industry Oil & Energy
Experience
The KLR Group October 2014 - Present
LeBlanc Strategic Resources May 2013 - March 2014
Societe Generale April 2011 - 2012
Occidental Petroleum 2007 - 2009
PAW Partners 2005 - 2007
HSBC Asset Management 2001 - 2005
Credit Suisse First Boston 1998 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Kidder Peabody 1992 - 1996
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research, Mergers & Acquisitions, Mutual Funds, Investor Relations, Analysis, Energy, Management, Accounting, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Investments, Finance
Villanova University 1986 — 1989
BA, Finance, Accounting
Great Valley High School
The KLR Group October 2014 - Present
LeBlanc Strategic Resources May 2013 - March 2014
Societe Generale April 2011 - 2012
Occidental Petroleum 2007 - 2009
PAW Partners 2005 - 2007
HSBC Asset Management 2001 - 2005
Credit Suisse First Boston 1998 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Kidder Peabody 1992 - 1996
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research, Mergers & Acquisitions, Mutual Funds, Investor Relations, Analysis, Energy, Management, Accounting, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Investments, Finance
Villanova University 1986 — 1989
BA, Finance, Accounting
Great Valley High School
Mark Finston's Credit Suisse First Boston Experience 1985 - 1990
Job Chief Financial Officer at RMS
Industry Financial Services
Experience
Seeking new opportunity, available for consulting engagements 2015 - Present
RMS February 2014 - December 2014
Rock Consulting LLC September 2010 - February 2014
Hudson & Keyse June 2008 - September 2010
Fairbanks Capital (SPS Servicing) July 1998 - January 2002
Daiwa Securities February 1992 - February 1998
Credit Suisse First Boston 1985 - 1990
Skills
Executive Management, Strategic Planning, Risk Management, Management
Education
University of Oklahoma 1969 — 1973
University of Oklahoma - BBA, Accounting and Finance
University of Oklahoma
BBA accounting and Finance, Accounting and Finance
Seeking new opportunity, available for consulting engagements 2015 - Present
RMS February 2014 - December 2014
Rock Consulting LLC September 2010 - February 2014
Hudson & Keyse June 2008 - September 2010
Fairbanks Capital (SPS Servicing) July 1998 - January 2002
Daiwa Securities February 1992 - February 1998
Credit Suisse First Boston 1985 - 1990
Skills
Executive Management, Strategic Planning, Risk Management, Management
Education
University of Oklahoma 1969 — 1973
University of Oklahoma - BBA, Accounting and Finance
University of Oklahoma
BBA accounting and Finance, Accounting and Finance
Kate McShane, CFA's Credit Suisse First Boston Experience 1998 - 2002
Job Managing Director at Citi
Industry Financial Services
Experience
Citi June 2002 - Present
Credit Suisse First Boston 1998 - 2002
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Investments, Private Equity, Asset Allocation, Asset Management, Portfolio Management, Bloomberg, Corporate Finance
Education
University of Notre Dame 1993 — 1997
BA, Finance
University of Notre Dame
Bachelor of Arts (B.A.), Finance
Citi June 2002 - Present
Credit Suisse First Boston 1998 - 2002
Skills
Equities, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Investments, Private Equity, Asset Allocation, Asset Management, Portfolio Management, Bloomberg, Corporate Finance
Education
University of Notre Dame 1993 — 1997
BA, Finance
University of Notre Dame
Bachelor of Arts (B.A.), Finance
Dana Roland's Credit Suisse First Boston Experience 1996 - 1997
Job home educator
Industry Human Resources
Experience
Avanade 2000 - 2001
Accenture 1998 - 2000
Credit Suisse First Boston 1996 - 1997
Price Waterhouse 1993 - 1996
Skills
Social Media, Organizational...
Education
University of Pennsylvania 1989 — 1993
BSE, Economics
Avanade 2000 - 2001
Accenture 1998 - 2000
Credit Suisse First Boston 1996 - 1997
Price Waterhouse 1993 - 1996
Skills
Social Media, Organizational...
Education
University of Pennsylvania 1989 — 1993
BSE, Economics
Dan Orlow's Credit Suisse First Boston Experience September 1997 - July 1998
Job Game Sports Network, Inc.
Industry Sports
Experience
Game Sports Network February 2014 - Present
Orlow & Orlow January 2009 - Present
Game Sports Network 2014 - 2015
Game Sports Network 2014 - 2015
RationalWave Analytics October 2012 - January 2014
Omega Advisors January 2007 - December 2008
Merrill Lynch & Co., Inc January 2006 - December 2006
Nomura Securities International August 2001 - September 2005
Lord, Abbett & Co July 1998 - August 2001
Credit Suisse First Boston September 1997 - July 1998
Skills
Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Equity Research, Asset Management, Hedge Funds, Alternative Investments, Series 7, Valuation, Bloomberg, Risk Management, Equity Valuation, Predictive Analytics
Education
Temple University School of Law 1992 — 1995
Juris Doctor, UCC and public law
University of Pennsylvania 1990 — 1992
MGA, Finance
Wesleyan University 1984 — 1987
Bachelor of Arts, History and East Asian Studies (Mandarin)
Game Sports Network February 2014 - Present
Orlow & Orlow January 2009 - Present
Game Sports Network 2014 - 2015
Game Sports Network 2014 - 2015
RationalWave Analytics October 2012 - January 2014
Omega Advisors January 2007 - December 2008
Merrill Lynch & Co., Inc January 2006 - December 2006
Nomura Securities International August 2001 - September 2005
Lord, Abbett & Co July 1998 - August 2001
Credit Suisse First Boston September 1997 - July 1998
Skills
Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Financial Analysis, Equity Research, Asset Management, Hedge Funds, Alternative Investments, Series 7, Valuation, Bloomberg, Risk Management, Equity Valuation, Predictive Analytics
Education
Temple University School of Law 1992 — 1995
Juris Doctor, UCC and public law
University of Pennsylvania 1990 — 1992
MGA, Finance
Wesleyan University 1984 — 1987
Bachelor of Arts, History and East Asian Studies (Mandarin)
Shingmin Lai's Credit Suisse First Boston Experience 1991 - 1994
Job Investment Management Professional
Industry Investment Management
Experience
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 1999 - 2006
UBS 1999 - 2006
Contifinancial Services, LLC 1994 - 1998
Credit Suisse First Boston 1991 - 1994
Andersen Consulting 1989 - 1991
Skills
Fixed Income, Hedge Funds, Bonds, Securities, Trading, Investment Banking, Alternative Investments, Derivatives, Securitization, Series 7, Equities, Portfolio Management, MBS, Structured Products, Series 63, Capital Markets, Structured Finance, Asset Management, Valuation
Education
University of Michigan 1985 — 1989
BSE, Industrial & Operations Engineering
Dillon Read Capital Management 2006 - 2007
UBS Investment Bank 1999 - 2006
UBS 1999 - 2006
Contifinancial Services, LLC 1994 - 1998
Credit Suisse First Boston 1991 - 1994
Andersen Consulting 1989 - 1991
Skills
Fixed Income, Hedge Funds, Bonds, Securities, Trading, Investment Banking, Alternative Investments, Derivatives, Securitization, Series 7, Equities, Portfolio Management, MBS, Structured Products, Series 63, Capital Markets, Structured Finance, Asset Management, Valuation
Education
University of Michigan 1985 — 1989
BSE, Industrial & Operations Engineering
Michael F. Hussey, CFA's Credit Suisse First Boston Experience July 1984 - January 1990
Job Senior Investment Analyst, MidContinent Capital LLC
Industry Investment Management
Experience
Mid-Continent Capital LLC February 1990 - Present
Bufka & Rodgers LLC 1990 - 2005
Credit Suisse First Boston July 1984 - January 1990
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA
University of Virginia
BA, Economics
Mid-Continent Capital LLC February 1990 - Present
Bufka & Rodgers LLC 1990 - 2005
Credit Suisse First Boston July 1984 - January 1990
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA
University of Virginia
BA, Economics
Eric Weinstein's Credit Suisse First Boston Experience August 2000 - September 2003
Job Co Founder at Mindprint Learning, LLC
Industry Investment Management
Experience
Mindprint Learning, LLC March 2013 - Present
Tigerlabs October 2012 - Present
Chancellor Capital Management, LLC May 2010 - Present
Weequahic Partners, LLC January 2005 - Present
Global Axcess May 2011 - September 2013
Ubiquitel 2005 - 2007
Credit Suisse First Boston August 2000 - September 2003
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Salomon Brothers April 1993 - January 1996
Lehman Brothers June 1989 - April 1993
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Mindprint Learning, LLC March 2013 - Present
Tigerlabs October 2012 - Present
Chancellor Capital Management, LLC May 2010 - Present
Weequahic Partners, LLC January 2005 - Present
Global Axcess May 2011 - September 2013
Ubiquitel 2005 - 2007
Credit Suisse First Boston August 2000 - September 2003
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Salomon Brothers April 1993 - January 1996
Lehman Brothers June 1989 - April 1993
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Paul Caverly's Credit Suisse First Boston Experience 1997 - 2000
Job Vice President at Wolfe Research Securities
Industry Financial Services
Experience
Wolfe Research Securities 2012 - Present
Macquarie Capital (USA) Inc. January 2010 - August 2012
FPKCCW 2005 - October 2010
Swiss Re 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2004
Credit Suisse First Boston 1997 - 2000
Education
University of South Carolina-Columbia 1991 — 1995
BA, History
Wolfe Research Securities 2012 - Present
Macquarie Capital (USA) Inc. January 2010 - August 2012
FPKCCW 2005 - October 2010
Swiss Re 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2004
Credit Suisse First Boston 1997 - 2000
Education
University of South Carolina-Columbia 1991 — 1995
BA, History
Lori Samuels's Credit Suisse First Boston Experience August 1986 - September 1996
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee March 2013 - Present
Cantor Fitzgerald March 2011 - March 2013
Miller Tabak Roberts Securities, LLC March 2009 - April 2010
UBS Investment Bank September 1996 - March 2009
Credit Suisse First Boston August 1986 - September 1996
Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Pennsylvania 1978 — 1982
B.A.
Sterne Agee March 2013 - Present
Cantor Fitzgerald March 2011 - March 2013
Miller Tabak Roberts Securities, LLC March 2009 - April 2010
UBS Investment Bank September 1996 - March 2009
Credit Suisse First Boston August 1986 - September 1996
Skills
Fixed Income, High Yield, Bonds, Credit Derivatives, ABS, Alternative Investments, Structured Products, Special Situations, MBS, CDO
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Pennsylvania 1978 — 1982
B.A.
Alicia Van Oast's Credit Suisse First Boston Experience June 1994 - July 1995
Job COO at Van Oast & Co
Industry Financial Services
Experience
Van Oast & Co. May 2007 - Present
Barclays Capital 2004 - 2007
Lehman Brothers 2000 - 2004
Goldman Sachs 1995 - 1999
Credit Suisse First Boston June 1994 - July 1995
Skills
Fixed Income, Sales, Capital Markets, Equities, Hedge Funds, Investment Banking, Derivatives, Trading, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Trading Systems, Securities, Valuation
Education
University of Michigan 1986 — 1994
BGS, Emerging Markets: SE Asia and Latin America
Van Oast & Co. May 2007 - Present
Barclays Capital 2004 - 2007
Lehman Brothers 2000 - 2004
Goldman Sachs 1995 - 1999
Credit Suisse First Boston June 1994 - July 1995
Skills
Fixed Income, Sales, Capital Markets, Equities, Hedge Funds, Investment Banking, Derivatives, Trading, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Trading Systems, Securities, Valuation
Education
University of Michigan 1986 — 1994
BGS, Emerging Markets: SE Asia and Latin America
Dan Lutz's Credit Suisse First Boston Experience August 2001 - December 2003
Job Trader at Gelber Group
Industry Financial Services
Experience
Gelber Group January 2004 - Present
Credit Suisse First Boston August 2001 - December 2003
Skills
Equities, Trading, Fixed Income, Investments, Portfolio Management, Series 7, Asset Management, Electronic Trading, Capital Markets, Derivatives
Education
University of Michigan 1997 — 2001
BBA, Marketing
Gelber Group January 2004 - Present
Credit Suisse First Boston August 2001 - December 2003
Skills
Equities, Trading, Fixed Income, Investments, Portfolio Management, Series 7, Asset Management, Electronic Trading, Capital Markets, Derivatives
Education
University of Michigan 1997 — 2001
BBA, Marketing
Corey Bleil's Credit Suisse First Boston Experience 2000 - 2001
Job Managing Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal April 2015 - Present
RBS Citizens N.A. July 2012 - March 2015
Bank of America Merrill Lynch June 2011 - December 2011
Independent Consultant March 2009 - June 2011
Jefferies & Company March 2005 - December 2008
McFarland Dewey & Co. 2002 - 2005
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2001
Midlantic National Bank 1992 - 1994
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, Private Placements, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Cathedral Prep 1983 — 1987
Alvarez & Marsal April 2015 - Present
RBS Citizens N.A. July 2012 - March 2015
Bank of America Merrill Lynch June 2011 - December 2011
Independent Consultant March 2009 - June 2011
Jefferies & Company March 2005 - December 2008
McFarland Dewey & Co. 2002 - 2005
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2001
Midlantic National Bank 1992 - 1994
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, Private Placements, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Cathedral Prep 1983 — 1987
James M. Higgins, CFA's Credit Suisse First Boston Experience 2000 - 2004
Job Real estate investment and sales
Industry Real Estate
Experience
Addison Wolfe Real Estate August 2013 - Present
Ionosphere Capital LLC February 2012 - May 2013
Ticonderoga Securities LLC June 2011 - January 2012
Solebury Research LLC in association with Soleil Securities June 2010 - June 2011
Seabury Group July 2008 - April 2010
Solebury Research/Soleil Securities March 2007 - July 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1994 - 2000
Brown Brothers Harriman 1992 - 1994
Bank of New York Mellon 1988 - 1992
Skills
Valuation, Equities, Financial Modeling, Investments, Equity Research, Financial Analysis, Series 7, Bloomberg, Series 63, Securities, Finance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, FINRA, Asset Management, Restructuring, Risk Management, Financial Risk, Emerging Markets, Due Diligence, Trading, Investment Management, Financial Markets, Investment Strategies, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
University of Pennsylvania 1976 — 1978
M.Arch., Architecture
University of Pennsylvania 1972 — 1976
BA, Architecture
Addison Wolfe Real Estate August 2013 - Present
Ionosphere Capital LLC February 2012 - May 2013
Ticonderoga Securities LLC June 2011 - January 2012
Solebury Research LLC in association with Soleil Securities June 2010 - June 2011
Seabury Group July 2008 - April 2010
Solebury Research/Soleil Securities March 2007 - July 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1994 - 2000
Brown Brothers Harriman 1992 - 1994
Bank of New York Mellon 1988 - 1992
Skills
Valuation, Equities, Financial Modeling, Investments, Equity Research, Financial Analysis, Series 7, Bloomberg, Series 63, Securities, Finance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, FINRA, Asset Management, Restructuring, Risk Management, Financial Risk, Emerging Markets, Due Diligence, Trading, Investment Management, Financial Markets, Investment Strategies, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
University of Pennsylvania 1976 — 1978
M.Arch., Architecture
University of Pennsylvania 1972 — 1976
BA, Architecture
Lisa Fantetti, PMP's Credit Suisse First Boston Experience 1990 - 1997
Job Project Management
Industry Insurance
Experience
EmblemHealth January 2004 - June 2015
Datek Online Holdings Corp. October 2000 - September 2001
DoubleClick 2000 - 2001
Credit Suisse First Boston 1990 - 1997
Skills
Vendor Management, Business Analysis, SDLC, Integration, Requirements Analysis, IT Strategy, Disaster Recovery, IT Management, Program Management, Software Project..., Budgeting
Education
University of Nevada-Las Vegas
Business Administration and Management, General
EmblemHealth January 2004 - June 2015
Datek Online Holdings Corp. October 2000 - September 2001
DoubleClick 2000 - 2001
Credit Suisse First Boston 1990 - 1997
Skills
Vendor Management, Business Analysis, SDLC, Integration, Requirements Analysis, IT Strategy, Disaster Recovery, IT Management, Program Management, Software Project..., Budgeting
Education
University of Nevada-Las Vegas
Business Administration and Management, General
Scott Hoffman's Credit Suisse First Boston Experience July 2002 - July 2005
Job Senior Analyst
Industry Investment Management
Experience
Brigade Capital Management August 2012 - Present
Deutsche Bank May 2009 - June 2012
Citadel Investment Group 2005 - 2008
Credit Suisse First Boston July 2002 - July 2005
Credit Suisse First Boston July 2000 - July 2002
CIBC World Markets July 1999 - July 2000
Education
University of Pennsylvania 1995 — 1999
BA, International Relations
Brigade Capital Management August 2012 - Present
Deutsche Bank May 2009 - June 2012
Citadel Investment Group 2005 - 2008
Credit Suisse First Boston July 2002 - July 2005
Credit Suisse First Boston July 2000 - July 2002
CIBC World Markets July 1999 - July 2000
Education
University of Pennsylvania 1995 — 1999
BA, International Relations
Nagaswamy Ramaswamy's Credit Suisse First Boston Experience 1985 - 1990
Job Director, Alternative Investments
Industry Financial Services
Experience
Merrill Lynch Bank of America October 1991 - Present
Credit Suisse First Boston 1985 - 1990
Touche Ross 1983 - 1985
Morgan Stanley 1981 - 1982
Skills
Alternative Investments, Capital Markets
Education
University of Ottawa
M. Eng.
University of Ottawa
M. Man. Sc.
Merrill Lynch Bank of America October 1991 - Present
Credit Suisse First Boston 1985 - 1990
Touche Ross 1983 - 1985
Morgan Stanley 1981 - 1982
Skills
Alternative Investments, Capital Markets
Education
University of Ottawa
M. Eng.
University of Ottawa
M. Man. Sc.
Christopher Fanella's Credit Suisse First Boston Experience July 2001 - November 2001
Job Chief Commercial Officer and Executive Vice President at Primary Energy
Industry Oil & Energy
Experience
Primary Energy February 2013 - Present
Lakeside Energy January 2007 - February 2013
Primary Energy Ventures December 2001 - November 2006
Credit Suisse First Boston July 2001 - November 2001
Skills
Entrepreneurship, Finance, Investments, Mergers
Education
University of Notre Dame 1997 — 2001
BBA, Finance and Accounting
Primary Energy February 2013 - Present
Lakeside Energy January 2007 - February 2013
Primary Energy Ventures December 2001 - November 2006
Credit Suisse First Boston July 2001 - November 2001
Skills
Entrepreneurship, Finance, Investments, Mergers
Education
University of Notre Dame 1997 — 2001
BBA, Finance and Accounting
Robert Foggio's Credit Suisse First Boston Experience June 1986 - February 1995
Job Executive Direcor at Morgan Stanley
Industry Banking
Experience
Morgan Stanley March 2009 - Present
Goldman Sachs April 1998 - November 2008
Alex. Brown 1997 - 1997
Credit Suisse First Boston June 1986 - February 1995
Education
University of Rochester - Simon Business School 1983 — 1985
MBA; BS, Finance, Marketing;
University of Rochester 1979 — 1983
BS, Chemistry
Morgan Stanley March 2009 - Present
Goldman Sachs April 1998 - November 2008
Alex. Brown 1997 - 1997
Credit Suisse First Boston June 1986 - February 1995
Education
University of Rochester - Simon Business School 1983 — 1985
MBA; BS, Finance, Marketing;
University of Rochester 1979 — 1983
BS, Chemistry
Lloyd Eason's Credit Suisse First Boston Experience June 1994 - August 2005
Job Chief Operating Officer
Industry Real Estate
Experience
PNC July 2012 - Present
Kelly Capital April 2011 - July 2012
Md7, LLC November 2009 - February 2011
Bluecoat Continental Holdings LLC 2006 - 2009
Credit Suisse First Boston June 1994 - August 2005
Morgan Stanley 1985 - 1987
Skills
Management, Investments, Financial Modeling, Financial Analysis, Finance, Due Diligence, Capital Markets, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
PNC July 2012 - Present
Kelly Capital April 2011 - July 2012
Md7, LLC November 2009 - February 2011
Bluecoat Continental Holdings LLC 2006 - 2009
Credit Suisse First Boston June 1994 - August 2005
Morgan Stanley 1985 - 1987
Skills
Management, Investments, Financial Modeling, Financial Analysis, Finance, Due Diligence, Capital Markets, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
Guochun Liu's Credit Suisse First Boston Experience 2006 - 2008
Job Associate Director at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada May 2015 - Present
Ernst and Young February 2014 - May 2015
JPMorgan Chase September 2010 - December 2013
JPMorgan Chase March 2008 - August 2010
Credit Suisse First Boston 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Risk Management, Project Management, Excel/VBA 2003,..., Sybase SQL, Derivatives, Fixed Income, Market Risk, VBA, Options, Equities, Trading, Requirements Analysis, Equity Derivatives, Visio, Bloomberg, Electronic Trading
Education
Worcester Polytechnic Institute 2003 — 2005
MS, Financial Mathematics
University of Science and Technology Beijing 1995 — 1999
BS, Computer Science
Royal Bank of Canada May 2015 - Present
Ernst and Young February 2014 - May 2015
JPMorgan Chase September 2010 - December 2013
JPMorgan Chase March 2008 - August 2010
Credit Suisse First Boston 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Risk Management, Project Management, Excel/VBA 2003,..., Sybase SQL, Derivatives, Fixed Income, Market Risk, VBA, Options, Equities, Trading, Requirements Analysis, Equity Derivatives, Visio, Bloomberg, Electronic Trading
Education
Worcester Polytechnic Institute 2003 — 2005
MS, Financial Mathematics
University of Science and Technology Beijing 1995 — 1999
BS, Computer Science
Matthew Riez's Credit Suisse First Boston Experience June 1991 - July 1998
Job Managing Director at HSBC
Industry Investment Banking
Experience
HSBC June 2007 - Present
Bear Stearns July 1998 - June 2007
Credit Suisse First Boston June 1991 - July 1998
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Structuring, Corporate Finance, Emerging Markets
Education
University of Pennsylvania 1987 — 1991
BSE, Materials Science & Engineering
HSBC June 2007 - Present
Bear Stearns July 1998 - June 2007
Credit Suisse First Boston June 1991 - July 1998
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Structuring, Corporate Finance, Emerging Markets
Education
University of Pennsylvania 1987 — 1991
BSE, Materials Science & Engineering
Sheldon Stoughton's Credit Suisse First Boston Experience 1997 - 2001
Job Energy Finance and Banking Executive
Industry Financial Services
Experience
Standard Chartered Bank November 2010 - Present
Royal Bank of Scotland 2004 - 2010
Reliant Resources 2001 - 2004
Credit Suisse First Boston 1997 - 2001
SBC Warburg 1994 - 1997
Bankers Trust Company 1985 - 1994
Exxon 1980 - 1984
Education
University of Chicago, Booth School of Business 1978 — 1980
MBA, Finance and International Business
University of Pennsylvania 1974 — 1978
BSc (Wharton) and BA (College), Economics and International Relations
Standard Chartered Bank November 2010 - Present
Royal Bank of Scotland 2004 - 2010
Reliant Resources 2001 - 2004
Credit Suisse First Boston 1997 - 2001
SBC Warburg 1994 - 1997
Bankers Trust Company 1985 - 1994
Exxon 1980 - 1984
Education
University of Chicago, Booth School of Business 1978 — 1980
MBA, Finance and International Business
University of Pennsylvania 1974 — 1978
BSc (Wharton) and BA (College), Economics and International Relations
Prashant Doshi's Credit Suisse First Boston Experience July 1997 - April 2000
Job Director, FX Technology at Citi
Industry Financial Services
Experience
Citi September 2006 - Present
Lehman Brothers April 2001 - September 2006
Morgan Stanley April 2000 - April 2001
Credit Suisse First Boston July 1997 - April 2000
Various firms in Washington DC area July 1988 - July 1997
Education
University of Maryland College Park
MS, Computer Science
Citi September 2006 - Present
Lehman Brothers April 2001 - September 2006
Morgan Stanley April 2000 - April 2001
Credit Suisse First Boston July 1997 - April 2000
Various firms in Washington DC area July 1988 - July 1997
Education
University of Maryland College Park
MS, Computer Science
Ephraim Fields's Credit Suisse First Boston Experience January 2000 - June 2001
Job Founder of Echo Lake Capital
Industry Financial Services
Experience
Echo Lake Capital PartnerClarus Capital2002 - 2008
Credit Suisse First Boston January 2000 - June 2001
DLJ August 1994 - January 2000
Wasserstein Perella January 1989 - May 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
mba, finance
Washington University in St. Louis - Olin Business School 1984 — 1988
bsba
Echo Lake Capital PartnerClarus Capital2002 - 2008
Credit Suisse First Boston January 2000 - June 2001
DLJ August 1994 - January 2000
Wasserstein Perella January 1989 - May 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
mba, finance
Washington University in St. Louis - Olin Business School 1984 — 1988
bsba
Erik Jensen's Credit Suisse First Boston Experience 2000 - 2002
Job Managing Director at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors 2004 - Present
Lane Berry 2002 - 2004
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette Securities Corp 1990 - 2000
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Washington 1980 — 1984
BA, Business Administration (Accounting)
Sagent Advisors 2004 - Present
Lane Berry 2002 - 2004
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette Securities Corp 1990 - 2000
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
University of Washington 1980 — 1984
BA, Business Administration (Accounting)
Greg Parseghian's Credit Suisse First Boston Experience 1982 - 1992
Job Parseghian Investment Advisors
Industry Investment Management
Experience
Parseghian Investment Advisors May 2005 - Present
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Freddie Mac 1995 - 2003
Salomon Brothers 1994 - 1995
BlackRock 1992 - 1994
Credit Suisse 1982 - 1992
CS First Boston 1982 - 1992
Credit Suisse First Boston 1982 - 1992
Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1978 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics
Parseghian Investment Advisors May 2005 - Present
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Freddie Mac 1995 - 2003
Salomon Brothers 1994 - 1995
BlackRock 1992 - 1994
Credit Suisse 1982 - 1992
CS First Boston 1982 - 1992
Credit Suisse First Boston 1982 - 1992
Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1978 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics
Dmitry Bulkin's Credit Suisse First Boston Experience May 1996 - April 2000
Job Managing Director, Head of Liquidity Strategy at Credit Suisse, US Equity Trading
Industry Banking
Experience
Credit Suisse April 2003 - Present
Kiodex April 2000 - April 2003
Credit Suisse First Boston May 1996 - April 2000
Skills
Algorithmic Trading in..., Equties Markets..., Electronic Trading, Equities, Equity Trading, Trading Systems, Market Data, Trading System, Fixed Income, Trading, Capital Markets, Strategy, Hedge Funds, Financial Markets, Software Development
Education
University of Minnesota-Twin Cities 1994 — 1996
BSc
Kiev Math High School #145 1986 — 1989
Credit Suisse April 2003 - Present
Kiodex April 2000 - April 2003
Credit Suisse First Boston May 1996 - April 2000
Skills
Algorithmic Trading in..., Equties Markets..., Electronic Trading, Equities, Equity Trading, Trading Systems, Market Data, Trading System, Fixed Income, Trading, Capital Markets, Strategy, Hedge Funds, Financial Markets, Software Development
Education
University of Minnesota-Twin Cities 1994 — 1996
BSc
Kiev Math High School #145 1986 — 1989
Andrew Mason's Credit Suisse First Boston Experience 1999 - 2002
Job Gold Specialists★Helping Sovereigns/Family Offices Improve Wealth Protection Strategies & Fin Advisors Win New Assets
Industry Investment Management
Experience
St. Joseph Partners 2009 - Present
Lehman Brothers / Barclays 2002 - 2009
Credit Suisse First Boston 1999 - 2002
Skills
Investments, Equities, Hedge Funds, Alternative Investments, Trading, Financial Modeling, Precious Metals, Portfolio Management, Bloomberg, Due Diligence, Fixed Income, Private Equity, Asset Management, Investment Banking, Corporate Finance, Series 7, Commodity, Equity Derivatives, Asset Managment, Derivatives, Venture Capital, Emerging Markets, Financial Analysis, Public Speaking, Analysis, Equity Research, Investment Strategies, Investor Relations, Strategic Partnerships, Start-ups, Valuation, Mutual Funds, Strategic Planning, Options, Marketing, Customer Service, Financial Advisory, Equity Valuation, New Business Development, Sales, Capital Markets, Strategy, Microsoft Excel, Sales Management, Business Development, Investment Advisory, Wealth Management, Risk Management, Entrepreneurship, Investment Management
Education
Wharton School, University of Pennsylvania
St. Joseph Partners 2009 - Present
Lehman Brothers / Barclays 2002 - 2009
Credit Suisse First Boston 1999 - 2002
Skills
Investments, Equities, Hedge Funds, Alternative Investments, Trading, Financial Modeling, Precious Metals, Portfolio Management, Bloomberg, Due Diligence, Fixed Income, Private Equity, Asset Management, Investment Banking, Corporate Finance, Series 7, Commodity, Equity Derivatives, Asset Managment, Derivatives, Venture Capital, Emerging Markets, Financial Analysis, Public Speaking, Analysis, Equity Research, Investment Strategies, Investor Relations, Strategic Partnerships, Start-ups, Valuation, Mutual Funds, Strategic Planning, Options, Marketing, Customer Service, Financial Advisory, Equity Valuation, New Business Development, Sales, Capital Markets, Strategy, Microsoft Excel, Sales Management, Business Development, Investment Advisory, Wealth Management, Risk Management, Entrepreneurship, Investment Management
Education
Wharton School, University of Pennsylvania
John Daviduk's Credit Suisse First Boston Experience November 1997 - April 2000
Job Experienced Investment Management Professional
Industry Investment Management
Experience
Sandler Capital Management March 2008 - October 2009
Merrill Lynch Pierce, Fenner, & Smith June 2006 - March 2008
Lazard Asset Management February 2004 - August 2005
Goldman, Sachs & Company April 2000 - October 2002
Credit Suisse First Boston November 1997 - April 2000
United Technologies Carrier Corp. -Branch Manager/Regional Financial Manager August 1992 - January 1997
National Semiconductor July 1987 - August 1990
Skills
Investments, Valuation, Private Equity, Equities, Portfolio Management, Hedge Funds, Investment Management, Start-ups, Finance, Analysis, Banking, Equity Research, Asset Management, Alternative Investments, Financial Modeling, Investment Banking
Education
The Wharton School 1990 — 1992
MBA, Finance and Strategic Management
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance with a Concentration in Strategic Management
Cornell University 1984 — 1987
Bachelor of Science, Chemical Engineering
Sandler Capital Management March 2008 - October 2009
Merrill Lynch Pierce, Fenner, & Smith June 2006 - March 2008
Lazard Asset Management February 2004 - August 2005
Goldman, Sachs & Company April 2000 - October 2002
Credit Suisse First Boston November 1997 - April 2000
United Technologies Carrier Corp. -Branch Manager/Regional Financial Manager August 1992 - January 1997
National Semiconductor July 1987 - August 1990
Skills
Investments, Valuation, Private Equity, Equities, Portfolio Management, Hedge Funds, Investment Management, Start-ups, Finance, Analysis, Banking, Equity Research, Asset Management, Alternative Investments, Financial Modeling, Investment Banking
Education
The Wharton School 1990 — 1992
MBA, Finance and Strategic Management
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance with a Concentration in Strategic Management
Cornell University 1984 — 1987
Bachelor of Science, Chemical Engineering
Anna Baluyot's Credit Suisse First Boston Experience March 2003 - October 2005
Job ETL Architect at DTCC
Industry Investment Management
Experience
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
DTCC June 2014 - Present
Nomura April 2011 - June 2014
AllianceBernstein March 2007 - April 2011
Morgan Stanley October 2005 - February 2007
Credit Suisse First Boston March 2003 - October 2005
Merrill Lynch February 1998 - March 2003
Skills
Informatica, Unix Shell Scripting, Control M, Autosys, Data Warehousing, Databases, Business Objects, SDLC, Performance Tuning, ETL, DB2, VBA, Sybase, Requirements Analysis, Data Modeling, Unix
Education
University of Santo Tomas 1989 — 1993
BSECE, Engineering
Brian Berkin's Credit Suisse First Boston Experience July 2003 - July 2006
Job Principal at Chicago Pacific Founders
Industry Venture Capital & Private Equity
Experience
Chicago Pacific Founders April 2015 - Present
LLR Partners January 2012 - April 2015
LLR Partners September 2010 - January 2012
RoundTable Healthcare Partners July 2006 - July 2008
Credit Suisse First Boston July 2003 - July 2006
Skills
Private Equity, Growth Capital, Buyouts, Investments, Recapitalizations, Middle Market, Financial Modeling, Due Diligence, Venture Capital, Mergers
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Michigan 1998 — 2002
BBA, Finance and Accounting
Chicago Pacific Founders April 2015 - Present
LLR Partners January 2012 - April 2015
LLR Partners September 2010 - January 2012
RoundTable Healthcare Partners July 2006 - July 2008
Credit Suisse First Boston July 2003 - July 2006
Skills
Private Equity, Growth Capital, Buyouts, Investments, Recapitalizations, Middle Market, Financial Modeling, Due Diligence, Venture Capital, Mergers
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Michigan 1998 — 2002
BBA, Finance and Accounting
Alexander Moomjy's Credit Suisse First Boston Experience 2002 - 2006
Job Senior Managing Director, Blackstone Park Hill Group
Industry Financial Services
Experience
The Blackstone Group - Park Hill Group June 2006 - Present
Credit Suisse First Boston 2002 - 2006
Merrill Lynch 1990 - 2002
General Motors Treasurer's Office 1985 - 1990
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1977 — 1981
B.S., Chemical Engineering
The Blackstone Group - Park Hill Group June 2006 - Present
Credit Suisse First Boston 2002 - 2006
Merrill Lynch 1990 - 2002
General Motors Treasurer's Office 1985 - 1990
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1977 — 1981
B.S., Chemical Engineering
Chris McCormick's Credit Suisse First Boston Experience 1995 - 2003
Job Derivative Sales at TradingScreen
Industry Investment Banking
Experience
TradingScreen January 2013 - Present
Barclays Capital August 2010 - January 2013
MF Global October 2003 - July 2010
Credit Suisse June 1995 - October 2003
Credit Suisse First Boston 1995 - 2003
Skills
Sales Trader, Sales Management, System Testing, Systems Analysis, Equities, Derivatives, Options, FX Options, Hedge Funds, Equity Derivatives, Financial Markets, Investment Banking, Swaps
Education
University of Maryland College Park 1978 — 1982
B.S,, Finance
TradingScreen January 2013 - Present
Barclays Capital August 2010 - January 2013
MF Global October 2003 - July 2010
Credit Suisse June 1995 - October 2003
Credit Suisse First Boston 1995 - 2003
Skills
Sales Trader, Sales Management, System Testing, Systems Analysis, Equities, Derivatives, Options, FX Options, Hedge Funds, Equity Derivatives, Financial Markets, Investment Banking, Swaps
Education
University of Maryland College Park 1978 — 1982
B.S,, Finance
Anthony DiNello's Credit Suisse First Boston Experience July 2003 - December 2005
Job Analyst at Silver Point Capital
Industry Investment Management
Experience
Silver Point Capital January 2006 - Present
Credit Suisse First Boston July 2003 - December 2005
Skills
Special Situations, High Yield, LBO, Leveraged Finance, Debt, Hedge Funds, Investment Banking, Valuation, Credit Analysis, Capital Markets, Bonds, Private Equity
Education
University of Michigan Business School 1999 — 2003
BBA, Finance, Accounting
Silver Point Capital January 2006 - Present
Credit Suisse First Boston July 2003 - December 2005
Skills
Special Situations, High Yield, LBO, Leveraged Finance, Debt, Hedge Funds, Investment Banking, Valuation, Credit Analysis, Capital Markets, Bonds, Private Equity
Education
University of Michigan Business School 1999 — 2003
BBA, Finance, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS