Credit Suisse Securities (USA) LLC
Industry: Capital market company
DescriptionFounded: 1997 Subsidiaries: Credit Suisse Americas Foundation, Parent organization: Credit Suisse (USA), Inc.
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Credit Suisse Securities (USA) LLC Employees
Employee
Years
Job
Industry
Regina J. Regina J.'s Credit Suisse Securities (USA) LLC Experience July 2008 - April 2012
Job Financial Services Professional with CPA, MBA, Series 7, Series 63
Industry Financial Services
Experience
Vice President at Morgan Stanley Investment Management, Inc. October 2012 - March 2014
Credit Suisse Securities (USA) LLC July 2008 - April 2012
Credit Suisse Securities (USA) LLC September 2006 - January 2008
Credit Suisse Group January 2001 - September 2006
PricewaterhouseCoopers LLC August 1996 - January 2001
PricewaterhouseCoopers LLC May 1994 - August 1996
Fox Lorber Associates, Inc. February 1993 - May 1994
Skills
Internal Controls, Accounting, Financial Accounting, Auditing, Internal Audit, Sarbanes-Oxley Act, Finance, US GAAP, Financial Risk, Operational Risk..., Risk Assessment
Education
New York University, Stern School of Business
MBA, Finance and Accounting
SUNY at Buffalo
BS, Accounting, Finance and Management Information Systems
Vice President at Morgan Stanley Investment Management, Inc. October 2012 - March 2014
Credit Suisse Securities (USA) LLC July 2008 - April 2012
Credit Suisse Securities (USA) LLC September 2006 - January 2008
Credit Suisse Group January 2001 - September 2006
PricewaterhouseCoopers LLC August 1996 - January 2001
PricewaterhouseCoopers LLC May 1994 - August 1996
Fox Lorber Associates, Inc. February 1993 - May 1994
Skills
Internal Controls, Accounting, Financial Accounting, Auditing, Internal Audit, Sarbanes-Oxley Act, Finance, US GAAP, Financial Risk, Operational Risk..., Risk Assessment
Education
New York University, Stern School of Business
MBA, Finance and Accounting
SUNY at Buffalo
BS, Accounting, Finance and Management Information Systems
Ayan Banerjee Ayan Banerjee's Credit Suisse Securities (USA) LLC Experience July 2008 - May 2010
Job Corporate Finance & Investor Relations | Wharton MBA
Industry Retail
Experience
Rent-A-Center July 2014 - Present
TXU Energy (Energy Future Holdings) May 2010 - July 2014
Credit Suisse Securities (USA) LLC July 2008 - May 2010
Credit Suisse Group June 2007 - August 2007
ES3 LLC March 2003 - July 2006
JDA Software (i2 Technologies) 2000 - 2003
Skills
Financial Modeling, Operations Management, Analytics, Leadership, Strategic Planning, Financial Analysis, Strategic Financial..., Strategic Leadership, Thought Leadership, Business Intelligence, Operational Planning, Performance Dashboards, Corporate Finance, M&A analysis, Leveraged Finance, Preparation of Business..., Reporting & Analysis, Executive Reporting, Team Leadership, Talent Management, M&A Modeling, Debt & Equity Financing, Investment Banking, Mergers & Acquisitions, Project Planning, Business Strategy, Due Diligence, Analysis, Business Analysis, Cross-functional Team..., Finance, Private Equity, Capital Markets, Corporate Development, Investments, Management, P&L Management, Strategy, Valuation, Process Improvement, Business Planning
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Strategy & Accounting, Top 10% of Class
Indian Institute of Technology, Roorkee
BS, Engineering, 4.0/4.0
Rent-A-Center July 2014 - Present
TXU Energy (Energy Future Holdings) May 2010 - July 2014
Credit Suisse Securities (USA) LLC July 2008 - May 2010
Credit Suisse Group June 2007 - August 2007
ES3 LLC March 2003 - July 2006
JDA Software (i2 Technologies) 2000 - 2003
Skills
Financial Modeling, Operations Management, Analytics, Leadership, Strategic Planning, Financial Analysis, Strategic Financial..., Strategic Leadership, Thought Leadership, Business Intelligence, Operational Planning, Performance Dashboards, Corporate Finance, M&A analysis, Leveraged Finance, Preparation of Business..., Reporting & Analysis, Executive Reporting, Team Leadership, Talent Management, M&A Modeling, Debt & Equity Financing, Investment Banking, Mergers & Acquisitions, Project Planning, Business Strategy, Due Diligence, Analysis, Business Analysis, Cross-functional Team..., Finance, Private Equity, Capital Markets, Corporate Development, Investments, Management, P&L Management, Strategy, Valuation, Process Improvement, Business Planning
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Strategy & Accounting, Top 10% of Class
Indian Institute of Technology, Roorkee
BS, Engineering, 4.0/4.0
John Schietinger John Schietinger's Credit Suisse Securities (USA) LLC Experience March 2006 - November 2012
Job Strategic Accounts at lettrs
Industry Online Media
Experience
lettrs July 2015 - Present
Dominick & Dominick LLC November 2012 - Present
Credit Suisse Securities (USA) LLC March 2006 - November 2012
Morgan Stanley October 2002 - March 2006
Merrill Lynch June 1996 - October 2002
Skills
Social Media, Private Equity, Alternative Investments, Investments, Investment Management, Finance, Investment Banking, Financial Advisory, Capital Markets, Wealth Management..., Equities, Portfolio Management, Private Banking, Fixed Income, Asset Management, Securities, Hedge Funds, Derivatives, Series 7, Investment Strategies
Education
University at Buffalo 1988 — 1990
BA, Economics
lettrs July 2015 - Present
Dominick & Dominick LLC November 2012 - Present
Credit Suisse Securities (USA) LLC March 2006 - November 2012
Morgan Stanley October 2002 - March 2006
Merrill Lynch June 1996 - October 2002
Skills
Social Media, Private Equity, Alternative Investments, Investments, Investment Management, Finance, Investment Banking, Financial Advisory, Capital Markets, Wealth Management..., Equities, Portfolio Management, Private Banking, Fixed Income, Asset Management, Securities, Hedge Funds, Derivatives, Series 7, Investment Strategies
Education
University at Buffalo 1988 — 1990
BA, Economics
Ira J. Krulik, CFP®, CRPC®, CMFC® Ira J. Krulik, CFP®, CRPC®, CMFC®'s Credit Suisse Securities (USA) LLC Experience March 2000 - July 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
IJK Consulting LLC January 2013 - April 2014
New York Portfolio Clearing, LLC July 2010 - August 2012
Credit Suisse Securities (USA) LLC March 2000 - July 2010
Credit Suisse First Boston April 1996 - March 2000
Merrill Lynch Futures, Inc. 1979 - 1996
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Investment Analysis
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Business
Kingsborough Community College 1975 — 1977
AAS, Accounting
Ameriprise Financial Services, Inc. April 2014 - Present
IJK Consulting LLC January 2013 - April 2014
New York Portfolio Clearing, LLC July 2010 - August 2012
Credit Suisse Securities (USA) LLC March 2000 - July 2010
Credit Suisse First Boston April 1996 - March 2000
Merrill Lynch Futures, Inc. 1979 - 1996
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, Investment Analysis
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Business
Kingsborough Community College 1975 — 1977
AAS, Accounting
Anubhav Verma's Credit Suisse Securities (USA) LLC Experience October 2011 - October 2013
Job Private Equity Associate at HandsOn Global Management
Industry Venture Capital & Private Equity
Experience
HandsOn Global Management November 2013 - Present
Credit Suisse Securities USA LLC October 2011 - October 2013
Credit Suisse - India May 2009 - September 2011
Skills
Investment Banking, Quant, Quantitative Finance, Industry Analysis, Valuation, Quantitative Investing, Competitive Analysis, M&A Modeling, Financial Modeling, Leveraged Finance, Mergers & Acquisitions, Finance, Emerging Markets, LBO, Strategy, Acquisitions, IPO, Bloomberg, Private Equity, Due Diligence, Portfolio Management, Restructuring, Financial Structuring, Investor Relations, Corporate Finance, M&A experience, DCF, Capital Markets, Equity Research, Corporate Development, Fixed Income, Hedge Funds, Banking, Equities, Equity Valuation, Derivatives, Structured Products
Education
Indian Institute of Technology, Bombay 2004 — 2009
B.Tech,M.Tech, Engineering
HandsOn Global Management November 2013 - Present
Credit Suisse Securities USA LLC October 2011 - October 2013
Credit Suisse - India May 2009 - September 2011
Skills
Investment Banking, Quant, Quantitative Finance, Industry Analysis, Valuation, Quantitative Investing, Competitive Analysis, M&A Modeling, Financial Modeling, Leveraged Finance, Mergers & Acquisitions, Finance, Emerging Markets, LBO, Strategy, Acquisitions, IPO, Bloomberg, Private Equity, Due Diligence, Portfolio Management, Restructuring, Financial Structuring, Investor Relations, Corporate Finance, M&A experience, DCF, Capital Markets, Equity Research, Corporate Development, Fixed Income, Hedge Funds, Banking, Equities, Equity Valuation, Derivatives, Structured Products
Education
Indian Institute of Technology, Bombay 2004 — 2009
B.Tech,M.Tech, Engineering
Philip Sanguinetti Philip Sanguinetti's Credit Suisse Securities (USA) LLC Experience April 2013 - September 2013
Job Associate at Clifford Chance US LLP
Industry Law Practice
Experience
Clifford Chance US LLP October 2011 - Present
Credit Suisse Securities (USA) LLC April 2013 - September 2013
Georgetown University Law Center May 2009 - August 2009
Ecole Actuelle Bilingue February 2007 - June 2007
Dipont U.K. July 2005 - August 2005
Skills
Legal Research, International Law, Corporate Law, Legal Advice
Education
Georgetown University Law Center 2008 — 2011
Doctor of Law (J.D.), Law
UCL 2003 — 2006
Bachelor's degree, English, Honors 2:1
Clifford Chance US LLP October 2011 - Present
Credit Suisse Securities (USA) LLC April 2013 - September 2013
Georgetown University Law Center May 2009 - August 2009
Ecole Actuelle Bilingue February 2007 - June 2007
Dipont U.K. July 2005 - August 2005
Skills
Legal Research, International Law, Corporate Law, Legal Advice
Education
Georgetown University Law Center 2008 — 2011
Doctor of Law (J.D.), Law
UCL 2003 — 2006
Bachelor's degree, English, Honors 2:1
Marielena Recine's Credit Suisse Securities (USA) LLC Experience May 2008 - May 2011
Job VP, Investor Relations at IFS, A State Street Company
Industry Financial Services
Experience
IFS, a State Street Company October 2011 - Present
Credit Suisse Securities (USA) LLC May 2008 - May 2011
Global Hedge Strategies, LLC June 2005 - December 2007
Olympia Capital Associates LP October 1998 - June 2005
Bear Stearns Securities Corp May 1997 - October 1998
Skills
Hedge Funds, Investments, Mutual Funds, Fund Administration, Trading, Fund Accounting, Financial Services, Equities, Capital Markets, Fixed Income, Derivatives, Asset Managment, Bloomberg, Investment Banking, Private Equity, AML, Valuation, Financial Modeling, Hedging, Securities, Portfolio Management, Due Diligence, Finance, Anti Money Laundering, Asset Management
Education
Iona College 1997 — 2000
M.B.A, Finance
Iona College, Hagan School of Business 1993 — 1997
B.B.A, International Business
IFS, a State Street Company October 2011 - Present
Credit Suisse Securities (USA) LLC May 2008 - May 2011
Global Hedge Strategies, LLC June 2005 - December 2007
Olympia Capital Associates LP October 1998 - June 2005
Bear Stearns Securities Corp May 1997 - October 1998
Skills
Hedge Funds, Investments, Mutual Funds, Fund Administration, Trading, Fund Accounting, Financial Services, Equities, Capital Markets, Fixed Income, Derivatives, Asset Managment, Bloomberg, Investment Banking, Private Equity, AML, Valuation, Financial Modeling, Hedging, Securities, Portfolio Management, Due Diligence, Finance, Anti Money Laundering, Asset Management
Education
Iona College 1997 — 2000
M.B.A, Finance
Iona College, Hagan School of Business 1993 — 1997
B.B.A, International Business
Yury Dubrovsky, CFA Yury Dubrovsky, CFA's Credit Suisse Securities (USA) LLC Experience 2004 - 2005
Job Chief Risk Officer at Lazard Asset Management
Industry Financial Services
Experience
Lazard January 2009 - Present
Lazard Asset Management November 2005 - Present
Lazard Asset Management LLC November 2005 - January 2010
Credit Suisse 2004 - 2005
Credit Suisse Securities USA LLC 2004 - 2005
Deutsche Bank 1995 - 2003
Deutsche Bank 1995 - 2003
JP Morgan 1994 - 1995
AT&T March 1990 - June 1994
Education
Saint John's University 1990 — 1995
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
M.B.A, Finance
Kievskiy Politechnicheskiy Institut 1983 — 1989
M.S., Mechanical Engineering
Kiivs'kij Deržavnij Universitet Tehnologij ta Dizajnu 1983 — 1989
M.S., Mechanical Engineering
Kyiv Engineering Technical Institute 1983 — 1989
M.S., Engineering
Lazard January 2009 - Present
Lazard Asset Management November 2005 - Present
Lazard Asset Management LLC November 2005 - January 2010
Credit Suisse 2004 - 2005
Credit Suisse Securities USA LLC 2004 - 2005
Deutsche Bank 1995 - 2003
Deutsche Bank 1995 - 2003
JP Morgan 1994 - 1995
AT&T March 1990 - June 1994
Education
Saint John's University 1990 — 1995
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
M.B.A, Finance
Kievskiy Politechnicheskiy Institut 1983 — 1989
M.S., Mechanical Engineering
Kiivs'kij Deržavnij Universitet Tehnologij ta Dizajnu 1983 — 1989
M.S., Mechanical Engineering
Kyiv Engineering Technical Institute 1983 — 1989
M.S., Engineering
Katherine Becker Katherine Becker's Credit Suisse Securities (USA) LLC Experience September 2014 - Present
Job Business Service Desk Specialist at Credit Suisse Securities (USA) LLC
Industry Marketing and Advertising
Experience
Credit Suisse Securities (USA) LLC September 2014 - Present
Credit Suisse November 2012 - July 2013
Destination South Meetings and Events June 2012 - October 2012
University of Mississippi August 2011 - May 2012
Willie Price University Nursery School January 2010 - May 2012
Air Techniques Inc May 2011 - August 2011
Kinnucans August 2009 - January 2010
Roswell Recreation and Parks Department May 2008 - August 2009
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Credit Suisse Securities (USA) LLC September 2014 - Present
Credit Suisse November 2012 - July 2013
Destination South Meetings and Events June 2012 - October 2012
University of Mississippi August 2011 - May 2012
Willie Price University Nursery School January 2010 - May 2012
Air Techniques Inc May 2011 - August 2011
Kinnucans August 2009 - January 2010
Roswell Recreation and Parks Department May 2008 - August 2009
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Pratyusha Nandamuri Pratyusha Nandamuri's Credit Suisse Securities (USA) LLC Experience June 2010 - August 2010
Job Program Manager at The MathWorks
Industry Computer Software
Experience
The MathWorks June 2014 - Present
The MathWorks July 2012 - June 2014
Credit Suisse Securities (USA) LLC June 2010 - August 2010
Skills
C++, C, HTML, Matlab
Education
Rutgers University-New Brunswick 2010 — 2012
Acharya Nagarjuna University
B.Tech (Equivalent to B.S), Electronics and Communications Engineering (ECE)
The MathWorks June 2014 - Present
The MathWorks July 2012 - June 2014
Credit Suisse Securities (USA) LLC June 2010 - August 2010
Skills
C++, C, HTML, Matlab
Education
Rutgers University-New Brunswick 2010 — 2012
Acharya Nagarjuna University
B.Tech (Equivalent to B.S), Electronics and Communications Engineering (ECE)
Ira Jersey Ira Jersey's Credit Suisse Securities (USA) LLC Experience January 2002 - March 2009
Job Senior Client Portfolio Manager
Industry Investment Banking
Experience
OppenheimerFunds July 2015 - Present
Credit Suisse June 2010 - July 2015
RBC Capital Markets March 2009 - June 2010
New School for Social Research September 2007 - June 2009
Credit Suisse Securities (USA) LLC January 2002 - March 2009
The Vanguard Group March 1996 - October 1998
Skills
Trading, Capital Markets, Fixed Income, Finance, Research, Hedge Funds, Derivatives, Analysis, Bloomberg, Credit, Strategy, Bonds, Management, Financial Markets, Investments, Portfolio Management, Equities, Valuation, Investment Banking, Financial Modeling, Structured Products, Economics
Education
The New School 2002 — 2004
MA, Economics (Finance)
University of Birmingham 1993 — 1995
MA, International Studies (Finance)
American University 1989 — 1993
BA, Political Science and Broadcast Journalism
OppenheimerFunds July 2015 - Present
Credit Suisse June 2010 - July 2015
RBC Capital Markets March 2009 - June 2010
New School for Social Research September 2007 - June 2009
Credit Suisse Securities (USA) LLC January 2002 - March 2009
The Vanguard Group March 1996 - October 1998
Skills
Trading, Capital Markets, Fixed Income, Finance, Research, Hedge Funds, Derivatives, Analysis, Bloomberg, Credit, Strategy, Bonds, Management, Financial Markets, Investments, Portfolio Management, Equities, Valuation, Investment Banking, Financial Modeling, Structured Products, Economics
Education
The New School 2002 — 2004
MA, Economics (Finance)
University of Birmingham 1993 — 1995
MA, International Studies (Finance)
American University 1989 — 1993
BA, Political Science and Broadcast Journalism
Randeep Basu Randeep Basu's Credit Suisse Securities (USA) LLC Experience November 2007 - Present
Job Assistant Vice President at Credit Suisse Securities (USA) LLC
Industry Information Technology and Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse Securities (USA) LLC November 2007 - Present
Infosys Technologies Ltd June 2003 - November 2007
Skills
COBOL, Production Support, Mainframe, Equities, Investment Banking, ETL, DB2, SDLC, SQL, IBM Mainframe, JCL, Quality Center, Requirements Analysis, PL/SQL, Oracle, Unix, Requirements Gathering
Education
National Institute of Technology Rourkela 1999 — 2003
B.Tech, Civil Engg
Credit Suisse January 2015 - Present
Credit Suisse Securities (USA) LLC November 2007 - Present
Infosys Technologies Ltd June 2003 - November 2007
Skills
COBOL, Production Support, Mainframe, Equities, Investment Banking, ETL, DB2, SDLC, SQL, IBM Mainframe, JCL, Quality Center, Requirements Analysis, PL/SQL, Oracle, Unix, Requirements Gathering
Education
National Institute of Technology Rourkela 1999 — 2003
B.Tech, Civil Engg
Charles Weilamann Charles Weilamann's Credit Suisse Securities (USA) LLC Experience February 2005 - May 2009
Job Senior Vice President at DBRS, Inc.
Industry Financial Services
Experience
DBRS, Inc. March 2010 - Present
WoodLake Advisors May 2009 - March 2010
Credit Suisse Securities (USA) LLC February 2005 - May 2009
Thacher Proffitt & Wood LLP October 2000 - February 2005
Deloitte & Touche September 1997 - October 2000
Education
Maurice A. Deane School of Law at Hofstra University 1994 — 1997
JD, Law
Hofstra University 1989 — 1994
BBA, Accounting
DBRS, Inc. March 2010 - Present
WoodLake Advisors May 2009 - March 2010
Credit Suisse Securities (USA) LLC February 2005 - May 2009
Thacher Proffitt & Wood LLP October 2000 - February 2005
Deloitte & Touche September 1997 - October 2000
Education
Maurice A. Deane School of Law at Hofstra University 1994 — 1997
JD, Law
Hofstra University 1989 — 1994
BBA, Accounting
Peter Peinado's Credit Suisse Securities (USA) LLC Experience December 2005 - May 2009
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton October 2014 - Present
World Fuel Services August 2011 - October 2013
World Fuel Services June 2010 - August 2010
Credit Suisse Securities (USA) LLC December 2005 - May 2009
Skills
Spanish, Financial Reporting, Quantitative Analysis, International Business, Financial Modeling, Quantitative Analytics, Leadership, Forecasting, Business Development, Financial Analysis, Options
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Management; Finance
Pepperdine University 2001 — 2005
Degree: BS, International Business
Universidad de Belgrano 2002 — 2003
Spanish and International Business
Booz Allen Hamilton October 2014 - Present
World Fuel Services August 2011 - October 2013
World Fuel Services June 2010 - August 2010
Credit Suisse Securities (USA) LLC December 2005 - May 2009
Skills
Spanish, Financial Reporting, Quantitative Analysis, International Business, Financial Modeling, Quantitative Analytics, Leadership, Forecasting, Business Development, Financial Analysis, Options
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Management; Finance
Pepperdine University 2001 — 2005
Degree: BS, International Business
Universidad de Belgrano 2002 — 2003
Spanish and International Business
Jesse Stubbs Jesse Stubbs's Credit Suisse Securities (USA) LLC Experience February 2011 - March 2012
Job In House Counsel at Citigroup Global Markets Inc.
Industry Banking
Experience
Citigroup Global Markets Inc June 2014 - Present
The Bank of New York Mellon June 2013 - June 2014
HSBC GLOBAL ASSET MANAGEMENT (USA) INC. September 2012 - June 2013
Credit Suisse Securities (USA) LLC February 2011 - March 2012
Banc of America Securities (f/k/a Merrill Lynch Securities) November 2008 - February 2011
HSBC Securities (USA) Inc. April 2006 - December 2007
J.P. Morgan Securities June 1999 - January 2006
Wilkie, Farr & Gallagher, Milbank Tweed & Simpson Thatcher September 1997 - June 1999
Skills
Strategy, Valuation, Capital Markets, Structured Finance, Equities, Hedge Funds, Securities, Leveraged Finance, Derivatives, Investment Banking, Corporate Finance, Swaps, Investments, Bonds
Education
Rutgers Univesity, School of Business 1995 — 1997
M.A., Finance & Economics
Rutgers University School of Law - Newark 1994 — 1997
Juris Doctorate, Corporate Law & Finance
Rutgers University-New Brunswick 1990 — 1994
BA, Economics & Finance
Citigroup Global Markets Inc June 2014 - Present
The Bank of New York Mellon June 2013 - June 2014
HSBC GLOBAL ASSET MANAGEMENT (USA) INC. September 2012 - June 2013
Credit Suisse Securities (USA) LLC February 2011 - March 2012
Banc of America Securities (f/k/a Merrill Lynch Securities) November 2008 - February 2011
HSBC Securities (USA) Inc. April 2006 - December 2007
J.P. Morgan Securities June 1999 - January 2006
Wilkie, Farr & Gallagher, Milbank Tweed & Simpson Thatcher September 1997 - June 1999
Skills
Strategy, Valuation, Capital Markets, Structured Finance, Equities, Hedge Funds, Securities, Leveraged Finance, Derivatives, Investment Banking, Corporate Finance, Swaps, Investments, Bonds
Education
Rutgers Univesity, School of Business 1995 — 1997
M.A., Finance & Economics
Rutgers University School of Law - Newark 1994 — 1997
Juris Doctorate, Corporate Law & Finance
Rutgers University-New Brunswick 1990 — 1994
BA, Economics & Finance
Almaz Khismatov, CFA Almaz Khismatov, CFA's Credit Suisse Securities (USA) LLC Experience August 2008 - February 2012
Job Risk Modeling Supervisor at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2012 - April 2014
CFA Society Washington DC 2011 - 2013
Credit Suisse Securities (USA) LLC August 2008 - February 2012
Wachovia Capital Markets LLC June 2006 - August 2008
KPMG, LLP January 2005 - June 2006
Investment Company ELEMTE November 2001 - October 2002
SURGUTNEFTEGAZBANK March 1997 - November 2001
Skills
CDO, CMBS, Bloomberg, Quantitative Finance, Bonds, Credit Derivatives, Interest Rate..., Risk Management, Financial Risk, Credit Risk, Fixed Income, Valuation, Financial Modeling, Structured Products, Portfolio Management, Structured Finance
Education
CFA Institute 2008 — 2011
CFA, Finance
The George Washington University 2003 — 2004
Master of Science, Finance
OMSK STATE TECHNICAL UNIVERSITY 1993 — 1998
Bachelor of Science, Economics
Freddie Mac June 2012 - April 2014
CFA Society Washington DC 2011 - 2013
Credit Suisse Securities (USA) LLC August 2008 - February 2012
Wachovia Capital Markets LLC June 2006 - August 2008
KPMG, LLP January 2005 - June 2006
Investment Company ELEMTE November 2001 - October 2002
SURGUTNEFTEGAZBANK March 1997 - November 2001
Skills
CDO, CMBS, Bloomberg, Quantitative Finance, Bonds, Credit Derivatives, Interest Rate..., Risk Management, Financial Risk, Credit Risk, Fixed Income, Valuation, Financial Modeling, Structured Products, Portfolio Management, Structured Finance
Education
CFA Institute 2008 — 2011
CFA, Finance
The George Washington University 2003 — 2004
Master of Science, Finance
OMSK STATE TECHNICAL UNIVERSITY 1993 — 1998
Bachelor of Science, Economics
Osei Ofosu-Benefo Osei Ofosu-Benefo's Credit Suisse Securities (USA) LLC Experience September 2002 - February 2010
Job Corporate Trainer at (confidential)
Industry Computer Software
Experience
(confidential) September 2011 - Present
Adobe Systems, Inc. December 2010 - July 2011
Credit Suisse Securities (USA) LLC September 2002 - February 2010
Merrill Lynch and Co. March 2001 - September 2001
PricewaterhouseCoopers LLP October 1997 - November 2000
Education
Syracuse University 1987 — 1992
BS, Information Studies
United Nations International School (UNIS) 1983 — 1987
UNIS Diploma, Mathematics, Computer Science
(confidential) September 2011 - Present
Adobe Systems, Inc. December 2010 - July 2011
Credit Suisse Securities (USA) LLC September 2002 - February 2010
Merrill Lynch and Co. March 2001 - September 2001
PricewaterhouseCoopers LLP October 1997 - November 2000
Education
Syracuse University 1987 — 1992
BS, Information Studies
United Nations International School (UNIS) 1983 — 1987
UNIS Diploma, Mathematics, Computer Science
Nathalie Tremblay's Credit Suisse Securities (USA) LLC Experience May 2012 - Present
Job VicePresident at Credit Suisse Securities (USA) LLC
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC May 2012 - Present
Swiss Asset Advisors, LLC July 2008 - May 2012
Credit Suisse Private Advisors January 2004 - June 2008
Bank Julius Baer June 2001 - December 2004
Royal Bank of Canada November 1998 - June 2001
Skills
Private Banking, Family Office, Wealth Management, Global Private Banking, High Net Worth..., Financial Services, Wealth Management..., Relationship Management, Investments, Investment Advisory, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management
Education
University of Ottawa 1987 — 1991
Business, Major: Marketing Minor: International Business
Credit Suisse Securities (USA) LLC May 2012 - Present
Swiss Asset Advisors, LLC July 2008 - May 2012
Credit Suisse Private Advisors January 2004 - June 2008
Bank Julius Baer June 2001 - December 2004
Royal Bank of Canada November 1998 - June 2001
Skills
Private Banking, Family Office, Wealth Management, Global Private Banking, High Net Worth..., Financial Services, Wealth Management..., Relationship Management, Investments, Investment Advisory, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management
Education
University of Ottawa 1987 — 1991
Business, Major: Marketing Minor: International Business
Mayrin Fontaine Moya Mayrin Fontaine Moya's Credit Suisse Securities (USA) LLC Experience May 2012 - Present
Job Business Analyst at CREDIT SUISSE SECURITIES USA LLC
Industry Financial Services
Experience
CREDIT SUISSE SECURITIES USA LLC May 2012 - Present
PRICEWATERHOUSECOOPERS September 2006 - January 2009
SAKO DIAMOND July 2006 - August 2006
NOMADES SA May 2004 - November 2004
ARA October 2000 - April 2004
Skills
Financial Analysis, Management, Internal Controls, Due Diligence, Accounting, Internal Audit, Valuation, Financial Reporting, Banking, Investments, Microsoft Excel, Portfolio Management, Fixed Income, Financial Risk
Education
University of Miami 2011 — 2013
MBA
Swiss Accountancy Academy 2007 — 2008
Completed Principal Modules of the Academy, Audit, Financial Accounting, Management Accounting, Taxes, Corporate Finance
University of Geneva 2002 — 2006
MSc, Business Administration
CREDIT SUISSE SECURITIES USA LLC May 2012 - Present
PRICEWATERHOUSECOOPERS September 2006 - January 2009
SAKO DIAMOND July 2006 - August 2006
NOMADES SA May 2004 - November 2004
ARA October 2000 - April 2004
Skills
Financial Analysis, Management, Internal Controls, Due Diligence, Accounting, Internal Audit, Valuation, Financial Reporting, Banking, Investments, Microsoft Excel, Portfolio Management, Fixed Income, Financial Risk
Education
University of Miami 2011 — 2013
MBA
Swiss Accountancy Academy 2007 — 2008
Completed Principal Modules of the Academy, Audit, Financial Accounting, Management Accounting, Taxes, Corporate Finance
University of Geneva 2002 — 2006
MSc, Business Administration
Frank Zilinyi Frank Zilinyi's Credit Suisse Securities (USA) LLC Experience July 2000 - June 2008
Job Voice Over Artist Free Lance
Industry Financial Services
Experience
Free Lance April 2008 - Present
Credit Suisse Securities (USA) LLC July 2000 - June 2008
Donaldson, Lufkin & Jenrette July 1999 - July 2000
Lehman Brothers September 1994 - July 1999
Education
Manhattan School of Music 1983 — 1985
ba, vocal performance
Free Lance April 2008 - Present
Credit Suisse Securities (USA) LLC July 2000 - June 2008
Donaldson, Lufkin & Jenrette July 1999 - July 2000
Lehman Brothers September 1994 - July 1999
Education
Manhattan School of Music 1983 — 1985
ba, vocal performance
Angela Byas Angela Byas's Credit Suisse Securities (USA) LLC Experience August 2014 - Present
Job Equity Research Administrative Assistant at Credit Suisse Securities (USA) LLC
Industry Investment Banking
Experience
Credit Suisse Securities (USA) LLC August 2014 - Present
Credit Suisse Securities (USA) LLC March 2014 - August 2014
Goodwill Industries of Greater NY & NJ Inc. June 2013 - November 2013
VIP Daycare 3 September 2012 - June 2013
Steve Madden June 2011 - August 2012
White House Black Market May 2010 - August 2011
City of New York Board of Education Check Program September 2007 - June 2008
Skills
Microsoft Excel, Bloomberg, Thompson One, Microsoft Office, Management, Time Management, SharePoint, Customer Service
Education
City University of New York-Hunter College 2008 — 2013
Bachelor’s Degree, History
Credit Suisse Securities (USA) LLC August 2014 - Present
Credit Suisse Securities (USA) LLC March 2014 - August 2014
Goodwill Industries of Greater NY & NJ Inc. June 2013 - November 2013
VIP Daycare 3 September 2012 - June 2013
Steve Madden June 2011 - August 2012
White House Black Market May 2010 - August 2011
City of New York Board of Education Check Program September 2007 - June 2008
Skills
Microsoft Excel, Bloomberg, Thompson One, Microsoft Office, Management, Time Management, SharePoint, Customer Service
Education
City University of New York-Hunter College 2008 — 2013
Bachelor’s Degree, History
Liz (McKenzie) Smith's Credit Suisse Securities (USA) LLC Experience June 2015 - Present
Job AVP, Relationship Associate
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC June 2015 - Present
Wells Fargo Advisors January 2011 - June 2015
Raymond James Financial Inc. May 2006 - January 2011
Prudential Financial 2000 - 2002
Paine Webber 1997 - 2000
Raymond James 1994 - 1997
Flack & Kurtz 1986 - 1990
Skills
Investments, Microsoft Office, Microsoft Word, Outlook, Marketing, Fixed Annuities, PowerPoint, Public Speaking, Financial Advisory, Financial Services, Customer Service, English, Windows, Teaching, Photoshop, Negotiation, Editing
Education
Bergen Community College 1984 — 1986
Associate's degree, Marketing/Marketing Management, General
Credit Suisse Securities (USA) LLC June 2015 - Present
Wells Fargo Advisors January 2011 - June 2015
Raymond James Financial Inc. May 2006 - January 2011
Prudential Financial 2000 - 2002
Paine Webber 1997 - 2000
Raymond James 1994 - 1997
Flack & Kurtz 1986 - 1990
Skills
Investments, Microsoft Office, Microsoft Word, Outlook, Marketing, Fixed Annuities, PowerPoint, Public Speaking, Financial Advisory, Financial Services, Customer Service, English, Windows, Teaching, Photoshop, Negotiation, Editing
Education
Bergen Community College 1984 — 1986
Associate's degree, Marketing/Marketing Management, General
Natalie Wetenhall Natalie Wetenhall's Credit Suisse Securities (USA) LLC Experience 2009 - 2010
Job Corporate Transactional Attorney
Industry Law Practice
Experience
Credit Suisse Securities (USA) LLC 2009 - 2010
Davis Polk & Wardwell LLP 2007 - 2009
JPMorgan Chase Bank & Co., Investment Banking Division 2005 - 2007
JPMorgan Chase Bank & Co., Investment Banking Division 2003 - 2005
Robinson Brog Leinwand Greene Genovese & Gluck, P.C. January 2003 - October 2003
Skills
Capital Markets, Bloomberg, Securities, Equities, Derivatives, Fixed Income, Structured Finance, Investment Banking, Private Equity, Due Diligence, Hedge Funds, Prime Brokerage
Education
McGill University Faculty of Law 1997 — 2001
Juris Doctor (J.D.), Canadian Law/Legal Studies/Jurisprudence
McGill University 1993 — 1997
Bachelor’s Degree, Honors English Literature, First Class Honors
Credit Suisse Securities (USA) LLC 2009 - 2010
Davis Polk & Wardwell LLP 2007 - 2009
JPMorgan Chase Bank & Co., Investment Banking Division 2005 - 2007
JPMorgan Chase Bank & Co., Investment Banking Division 2003 - 2005
Robinson Brog Leinwand Greene Genovese & Gluck, P.C. January 2003 - October 2003
Skills
Capital Markets, Bloomberg, Securities, Equities, Derivatives, Fixed Income, Structured Finance, Investment Banking, Private Equity, Due Diligence, Hedge Funds, Prime Brokerage
Education
McGill University Faculty of Law 1997 — 2001
Juris Doctor (J.D.), Canadian Law/Legal Studies/Jurisprudence
McGill University 1993 — 1997
Bachelor’s Degree, Honors English Literature, First Class Honors
Christopher Camia's Credit Suisse Securities (USA) LLC Experience March 2011 - Present
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse Securities (USA) LLC March 2011 - Present
Credit Suisse Securities (USA) LLC July 2009 - March 2011
Rock Serviss, Inc June 2007 - August 2007
AGS Specialists, LLC June 2006 - August 2006
Skills
Bloomberg, Excel, Oracle SQL, Investment Banking, Derivatives, Fixed Income, Corporate Finance, Capital Markets, Data Analysis, Economics, PowerPoint, Debt Restructuring, Credit, Microsoft Excel, Financial Analysis, Financial Modeling, Options, Equities
Education
Elon University 2005 — 2009
Bachelor of Science (B.S.) Business Administration, Finance concentration with minors in Economics and Computer Information Systems
Credit Suisse Securities (USA) LLC March 2011 - Present
Credit Suisse Securities (USA) LLC July 2009 - March 2011
Rock Serviss, Inc June 2007 - August 2007
AGS Specialists, LLC June 2006 - August 2006
Skills
Bloomberg, Excel, Oracle SQL, Investment Banking, Derivatives, Fixed Income, Corporate Finance, Capital Markets, Data Analysis, Economics, PowerPoint, Debt Restructuring, Credit, Microsoft Excel, Financial Analysis, Financial Modeling, Options, Equities
Education
Elon University 2005 — 2009
Bachelor of Science (B.S.) Business Administration, Finance concentration with minors in Economics and Computer Information Systems
Eric Allmendinger Eric Allmendinger's Credit Suisse Securities (USA) LLC Experience March 2005 - April 2013
Job Chief Operating Officer at Electronifie, Inc.
Industry Investment Banking
Experience
Electronifie Inc. April 2014 - Present
FTI Consulting April 2013 - April 2014
Credit Suisse Securities (USA) LLC March 2005 - April 2013
Hughes Hubbard & Reed LLP December 2002 - March 2005
BMW AG May 2002 - August 2002
Skills
Capital Markets, Structured Finance, Due Diligence, Derivatives, Financial Structuring, Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Financial Services, Securities, Investment Banking, Structured Products, Valuation, Financial Modeling
Education
University of Michigan 1998 — 2002
BA
Kinnelon High School
Electronifie Inc. April 2014 - Present
FTI Consulting April 2013 - April 2014
Credit Suisse Securities (USA) LLC March 2005 - April 2013
Hughes Hubbard & Reed LLP December 2002 - March 2005
BMW AG May 2002 - August 2002
Skills
Capital Markets, Structured Finance, Due Diligence, Derivatives, Financial Structuring, Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Financial Services, Securities, Investment Banking, Structured Products, Valuation, Financial Modeling
Education
University of Michigan 1998 — 2002
BA
Kinnelon High School
Akhilesh Chaturvedi Akhilesh Chaturvedi's Credit Suisse Securities (USA) LLC Experience December 2014 - Present
Job Senior .Net Developer at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse Securities (USA) LLC December 2014 - Present
Credit Suisse Business Analytics (India) Pvt Ltd September 2012 - December 2014
Mastek Ltd November 2008 - September 2012
Aurovision Pvt. Ltd. June 2006 - November 2008
Fugro Survey (India) Pvt. Ltd. December 2003 - December 2005
Skills
ASP.NET, C#, .NET, WCF, Design Patterns, Web Services, SOA, REST, SQL, SDLC, Microsoft SQL Server, SSRS, Troubleshooting, Software Development, Vendor Management, Software Project..., Requirements Analysis, Visual Basic, JavaScript, Oracle, VB.NET, HTML, AJAX, Scrum, Database Design, SSIS, Requirements Gathering, OOP, ReSharper, TFS, VSS, Subversion, Agile Methodologies
Education
University of Mumbai 1999 — 2003
Bachelor's degree, Electronics
Atomic Energy Central School
Credit Suisse Securities (USA) LLC December 2014 - Present
Credit Suisse Business Analytics (India) Pvt Ltd September 2012 - December 2014
Mastek Ltd November 2008 - September 2012
Aurovision Pvt. Ltd. June 2006 - November 2008
Fugro Survey (India) Pvt. Ltd. December 2003 - December 2005
Skills
ASP.NET, C#, .NET, WCF, Design Patterns, Web Services, SOA, REST, SQL, SDLC, Microsoft SQL Server, SSRS, Troubleshooting, Software Development, Vendor Management, Software Project..., Requirements Analysis, Visual Basic, JavaScript, Oracle, VB.NET, HTML, AJAX, Scrum, Database Design, SSIS, Requirements Gathering, OOP, ReSharper, TFS, VSS, Subversion, Agile Methodologies
Education
University of Mumbai 1999 — 2003
Bachelor's degree, Electronics
Atomic Energy Central School
Yolanda Bobb Yolanda Bobb's Credit Suisse Securities (USA) LLC Experience December 2009 - May 2011
Job at
Industry Financial Services
Experience
Citi December 2014 - Present
Lehman Brothers / Barclays Capital October 2007 - Present
Citigroup Global Markets Inc. May 2011 - December 2014
Credit Suisse Securities (USA) LLC December 2009 - May 2011
Fifth Avenue Financial March 2009 - July 2009
Lehman Brothers August 2002 - October 2007
Soros Fund Management LLC November 1999 - January 2002
Skills
Procurement, Expense Management, Office Management, Vendor Management, Analysis, Business Analysis, Financial Modeling, Access, Leadership, Human Resources, Concur, Management, PeopleSoft, Project Management, Purchasing, Risk Management, Strategy, Equities, Financial Analysis, Program Management
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
Y.Bobb
Citi December 2014 - Present
Lehman Brothers / Barclays Capital October 2007 - Present
Citigroup Global Markets Inc. May 2011 - December 2014
Credit Suisse Securities (USA) LLC December 2009 - May 2011
Fifth Avenue Financial March 2009 - July 2009
Lehman Brothers August 2002 - October 2007
Soros Fund Management LLC November 1999 - January 2002
Skills
Procurement, Expense Management, Office Management, Vendor Management, Analysis, Business Analysis, Financial Modeling, Access, Leadership, Human Resources, Concur, Management, PeopleSoft, Project Management, Purchasing, Risk Management, Strategy, Equities, Financial Analysis, Program Management
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
Y.Bobb
Susana Paz Marmol's Credit Suisse Securities (USA) LLC Experience April 2004 - September 2007
Job Director Head of Americas Commodities Compliance at Societe Generale
Industry Investment Banking
Experience
Societe Generale September 2012 - Present
Jefferies & Company August 2011 - September 2012
Barclays Capital August 2008 - August 2011
RBS Greenwich Capital Markets October 2007 - August 2008
Credit Suisse Securities (USA) LLC April 2004 - September 2007
AirPlus International August 2000 - June 2001
Skills
Derivatives, German, Spanish, Portuguese, Regulatory Compliance, Regulatory Reporting, Risk Management, Operational Risk, Financial Futures, Physical Commodities, FERC, CFTC, Fixed Income, Securities, Investment Banking, Hedge Funds, Commodity, Management, Structured Products, Financial Markets, Financial Services, Structured Finance, Trading Systems, Bloomberg, Capital Markets, Trading, Due Diligence, Finance, Banking, Swaps
Education
Rutgers University 2000 — 2004
BA / Masters, Economics, Spanish, Finance
Drexel University 1996 — 2000
BS, Architecture
Queen of Peace 1992 — 1996
Societe Generale September 2012 - Present
Jefferies & Company August 2011 - September 2012
Barclays Capital August 2008 - August 2011
RBS Greenwich Capital Markets October 2007 - August 2008
Credit Suisse Securities (USA) LLC April 2004 - September 2007
AirPlus International August 2000 - June 2001
Skills
Derivatives, German, Spanish, Portuguese, Regulatory Compliance, Regulatory Reporting, Risk Management, Operational Risk, Financial Futures, Physical Commodities, FERC, CFTC, Fixed Income, Securities, Investment Banking, Hedge Funds, Commodity, Management, Structured Products, Financial Markets, Financial Services, Structured Finance, Trading Systems, Bloomberg, Capital Markets, Trading, Due Diligence, Finance, Banking, Swaps
Education
Rutgers University 2000 — 2004
BA / Masters, Economics, Spanish, Finance
Drexel University 1996 — 2000
BS, Architecture
Queen of Peace 1992 — 1996
Fred Mahmud Fred Mahmud's Credit Suisse Securities (USA) LLC Experience 2007 - Present
Job Sr. IT Project Manager Consultant at Blue Cross Blue Shield
Industry Hospital & Health Care
Experience
BCBSNC January 2013 - Present
Credit Suisse Securities (USA) LLC 2007 - Present
Credit Suisse June 2007 - December 2012
Telcordia Technologies 1997 - 2004
Telcordia Technologies 1997 - 2004
Skills
Business Analysis, Software Development, SDLC, Management, Requirements Gathering, Risk Management, Agile Methodologies, Leadership, Cross-functional Team..., Project Management, Business Process, Program Management, Process Improvement, Strategy, Enterprise Software, Data Warehousing
Education
University of California, San Diego - The Rady School of Management 2004 — 2006
University of Pennsylvania 1999 — 2001
Master of Science (M.S.), Electrical Engineering
BCBSNC January 2013 - Present
Credit Suisse Securities (USA) LLC 2007 - Present
Credit Suisse June 2007 - December 2012
Telcordia Technologies 1997 - 2004
Telcordia Technologies 1997 - 2004
Skills
Business Analysis, Software Development, SDLC, Management, Requirements Gathering, Risk Management, Agile Methodologies, Leadership, Cross-functional Team..., Project Management, Business Process, Program Management, Process Improvement, Strategy, Enterprise Software, Data Warehousing
Education
University of California, San Diego - The Rady School of Management 2004 — 2006
University of Pennsylvania 1999 — 2001
Master of Science (M.S.), Electrical Engineering
Rich Saltz Rich Saltz's Credit Suisse Securities (USA) LLC Experience 1999 - 2006
Job Operational Risk Manager at Wells Fargo
Industry Music
Experience
Wells Fargo August 2013 - Present
Dynamic Sound Rehearsal Studios March 2007 - April 2014
Wells Fargo Securities April 2012 - August 2013
Credit Suisse Securities (USA) LLC 1999 - 2006
Credit Suisse Securities April 1999 - May 2000
Merrill Lynch 1988 - 1999
Skills
Finance, Prime Brokerage, Electronic Trading, Trading, Hedge Funds, Options, Trading Systems, Equities, Swaps, Back Office, Middle Office, Commodity, Derivatives, Fixed Income, FX Options, Securities, Credit Derivatives, Financial Markets, Futures, Capital Markets, Settlement, Financial Risk, Investment Banking, Series 7, Equity Derivatives, Risk Management, Financial Services, Operational Risk, Management, Bonds, Bloomberg, Banking
Education
Baruch College
BBA, Accounting
Wells Fargo August 2013 - Present
Dynamic Sound Rehearsal Studios March 2007 - April 2014
Wells Fargo Securities April 2012 - August 2013
Credit Suisse Securities (USA) LLC 1999 - 2006
Credit Suisse Securities April 1999 - May 2000
Merrill Lynch 1988 - 1999
Skills
Finance, Prime Brokerage, Electronic Trading, Trading, Hedge Funds, Options, Trading Systems, Equities, Swaps, Back Office, Middle Office, Commodity, Derivatives, Fixed Income, FX Options, Securities, Credit Derivatives, Financial Markets, Futures, Capital Markets, Settlement, Financial Risk, Investment Banking, Series 7, Equity Derivatives, Risk Management, Financial Services, Operational Risk, Management, Bonds, Bloomberg, Banking
Education
Baruch College
BBA, Accounting
Nicholas Jackman Nicholas Jackman's Credit Suisse Securities (USA) LLC Experience July 2006 - May 2012
Job
Industry Investment Banking
Experience
Ansa McAl Group of Companies 2012 - Present
Credit Suisse Securities (USA) LLC July 2006 - May 2012
Baker Hughes Incorporated April 2003 - June 2004
Baker Hughes Incorporated February 1996 - April 2003
Skills
Financial Modeling, Mergers, Valuation, Business Strategy, Financial Analysis, Due Diligence, Corporate Finance, Strategy, Strategic Planning, Business Development, Project Management, Management Consulting, Business Analysis, Competitive Analysis, Product Management, LBO, Business Process..., Forecasting, Restructuring, Mergers & Acquisitions, Corporate Development, Capital Markets, Management, Equities, Financial Services, Portfolio Management, Analytics, Business Planning, Acquisitions, Banking, Risk Management, Investments, Divestitures, Start-ups, Analysis, Emerging Markets, Venture Capital, Investment Banking, Cross-functional Team..., Market Analysis, Structured Finance, Finance, Change Management, Entrepreneurship, Strategic Financial..., Energy Industry, Asset Management, Market Research, Private Equity, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA, Banking, Corporate, Finance, and Securities Law
University of the West Indies, St. Augustine Campus 1992 — 1995
Bachelor of Science, Chemical & Process Engineering
Presentation College, San Fernando
Ansa McAl Group of Companies 2012 - Present
Credit Suisse Securities (USA) LLC July 2006 - May 2012
Baker Hughes Incorporated April 2003 - June 2004
Baker Hughes Incorporated February 1996 - April 2003
Skills
Financial Modeling, Mergers, Valuation, Business Strategy, Financial Analysis, Due Diligence, Corporate Finance, Strategy, Strategic Planning, Business Development, Project Management, Management Consulting, Business Analysis, Competitive Analysis, Product Management, LBO, Business Process..., Forecasting, Restructuring, Mergers & Acquisitions, Corporate Development, Capital Markets, Management, Equities, Financial Services, Portfolio Management, Analytics, Business Planning, Acquisitions, Banking, Risk Management, Investments, Divestitures, Start-ups, Analysis, Emerging Markets, Venture Capital, Investment Banking, Cross-functional Team..., Market Analysis, Structured Finance, Finance, Change Management, Entrepreneurship, Strategic Financial..., Energy Industry, Asset Management, Market Research, Private Equity, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA, Banking, Corporate, Finance, and Securities Law
University of the West Indies, St. Augustine Campus 1992 — 1995
Bachelor of Science, Chemical & Process Engineering
Presentation College, San Fernando
Elvira Scotto, CFA's Credit Suisse Securities (USA) LLC Experience June 2009 - June 2011
Job Managing Director, Equity Analyst MLPs and Energy Infrastructure at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets July 2011 - Present
Credit Suisse Securities (USA) LLC June 2009 - June 2011
Banc of America Securities January 2004 - April 2009
Needham & Company 2001 - 2003
Skills
Equity Research, Equities, Competitive Analysis, Valuation, Financial Modeling, Analysis, Alternative Investments, Capital Markets, Equity Valuation, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Asset Management, Investments, Corporate Finance, Bloomberg, Emerging Markets, Financial Analysis
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor's degree, Economics
RBC Capital Markets July 2011 - Present
Credit Suisse Securities (USA) LLC June 2009 - June 2011
Banc of America Securities January 2004 - April 2009
Needham & Company 2001 - 2003
Skills
Equity Research, Equities, Competitive Analysis, Valuation, Financial Modeling, Analysis, Alternative Investments, Capital Markets, Equity Valuation, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Private Equity, Asset Management, Investments, Corporate Finance, Bloomberg, Emerging Markets, Financial Analysis
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance, General
Fordham University
Bachelor's degree, Economics
Ramesh Jayaraman's Credit Suisse Securities (USA) LLC Experience 2005 - 2008
Job Senior Statistical Model Developer at Credit Suisse Securities (USA) LLC
Industry Financial Services
Experience
Grab Em Snacks 2004 - April 2014
Quantitative Analytics Services 2008 - 2014
Credit Suisse Securities (USA) LLC 2005 - 2008
Dominion Resources 2004 - 2004
Putnam Investments 2002 - 2003
Goldman Sachs 2000 - 2002
FAME Information Services (now part of Sungard) 1995 - 2000
Exxon Corporate Research Laboratories 1991 - 1995
NCSA, Beckman Institute, UIUC 1986 - 1991
Skills
Equity Derivatives, Python, Numerical Algorithms, Computational Modeling, applications integration, Linux Tools, Risk Analytics, Data Analytics
Education
Indian Institute of Technology, Madras
B.Tech., Mechanical Engineering
NCSA, Univ. of Illinois Urbana-Champaign
Stanford University
Ph.D. (ABD), Mechanical Engineering, Computational Fluid Dynamics
University of California, Berkeley
M.S., Mechanical Enginerring
Grab Em Snacks 2004 - April 2014
Quantitative Analytics Services 2008 - 2014
Credit Suisse Securities (USA) LLC 2005 - 2008
Dominion Resources 2004 - 2004
Putnam Investments 2002 - 2003
Goldman Sachs 2000 - 2002
FAME Information Services (now part of Sungard) 1995 - 2000
Exxon Corporate Research Laboratories 1991 - 1995
NCSA, Beckman Institute, UIUC 1986 - 1991
Skills
Equity Derivatives, Python, Numerical Algorithms, Computational Modeling, applications integration, Linux Tools, Risk Analytics, Data Analytics
Education
Indian Institute of Technology, Madras
B.Tech., Mechanical Engineering
NCSA, Univ. of Illinois Urbana-Champaign
Stanford University
Ph.D. (ABD), Mechanical Engineering, Computational Fluid Dynamics
University of California, Berkeley
M.S., Mechanical Enginerring
Taryn Rae Zimmerman Talty's Credit Suisse Securities (USA) LLC Experience September 2007 - August 2009
Job Counsel at DeTommaso Law Group
Industry Law Practice
Experience
DeTommaso Law Group 2015 - Present
Ruvolo Law Group January 2013 - June 2015
LYONS & ASSOCIATES, P.C. October 2010 - January 2013
Superior Court of New Jersey September 2009 - September 2010
Credit Suisse April 2008 - August 2009
Credit Suisse Securities USA LLC September 2007 - August 2009
Credit Suisse May 2006 - October 2007
Credit Suisse September 2005 - May 2006
UBS Financial Services July 2001 - September 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated March 2000 - July 2001
Skills
Securities Regulation, Legal Research, Mediation, Legal Writing, Family Law, Arbitration, Civil Litigation, Legal Advice, Courts, Corporate Law, Child Support, Alimony, Child Custody, Equitable Distribution, Qualified Domestic..., Prenuptial Agreements, Grandparent Rights, Adoption, Domestic Violence, Emancipation
Education
Seton Hall University School of Law 2000 — 2004
JD
Kutztown University of Pennsylvania 1995 — 1999
BS, Criminal Justice
DeTommaso Law Group 2015 - Present
Ruvolo Law Group January 2013 - June 2015
LYONS & ASSOCIATES, P.C. October 2010 - January 2013
Superior Court of New Jersey September 2009 - September 2010
Credit Suisse April 2008 - August 2009
Credit Suisse Securities USA LLC September 2007 - August 2009
Credit Suisse May 2006 - October 2007
Credit Suisse September 2005 - May 2006
UBS Financial Services July 2001 - September 2005
Merrill Lynch, Pierce, Fenner & Smith Incorporated March 2000 - July 2001
Skills
Securities Regulation, Legal Research, Mediation, Legal Writing, Family Law, Arbitration, Civil Litigation, Legal Advice, Courts, Corporate Law, Child Support, Alimony, Child Custody, Equitable Distribution, Qualified Domestic..., Prenuptial Agreements, Grandparent Rights, Adoption, Domestic Violence, Emancipation
Education
Seton Hall University School of Law 2000 — 2004
JD
Kutztown University of Pennsylvania 1995 — 1999
BS, Criminal Justice
Christine E. Brown's Credit Suisse Securities (USA) LLC Experience June 2013 - Present
Job Director, Wealth Strategist at Credit Suisse Securities (USA) LLC
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC June 2013 - Present
Schiff Hardin, LLP August 2011 - May 2013
Law Office of Christine Brown December 2006 - August 2011
Freeland, Cooper & Foreman November 2005 - December 2006
Hanson, Bridgett, Marcus, Vlahos & Rudy, LLP October 2003 - December 2004
Ramsbacher Prokey LLP (formerly Fiore Ramsbacher) May 2002 - October 2003
Arthur Andersen LLP July 2001 - May 2002
Skills
Estate Planning, Tax, Trusts, High Net Worth..., Estate Law, Wealth
Education
Loyola University Chicago School of Law 1998 — 2001
JD, Law
Michigan State University 1994 — 1998
BA, Psychology/Social Science
Credit Suisse Securities (USA) LLC June 2013 - Present
Schiff Hardin, LLP August 2011 - May 2013
Law Office of Christine Brown December 2006 - August 2011
Freeland, Cooper & Foreman November 2005 - December 2006
Hanson, Bridgett, Marcus, Vlahos & Rudy, LLP October 2003 - December 2004
Ramsbacher Prokey LLP (formerly Fiore Ramsbacher) May 2002 - October 2003
Arthur Andersen LLP July 2001 - May 2002
Skills
Estate Planning, Tax, Trusts, High Net Worth..., Estate Law, Wealth
Education
Loyola University Chicago School of Law 1998 — 2001
JD, Law
Michigan State University 1994 — 1998
BA, Psychology/Social Science
Craig Siel's Credit Suisse Securities (USA) LLC Experience August 2006 - December 2006
Job Technology Professional – ResultsDriven with a "CanDo" Entrepreneurial Mindset
Industry Information Technology and Services
Experience
ChainLink March 2015 - Present
Jukeboxy September 2014 - Present
Financial Industry Regulatory Authority (FINRA) April 2011 - March 2014
Depository Trust & Clearing Corporation (DTCC) via Intermedia Group Inc. October 2010 - March 2011
New York Mercantile Exchange, (NYMEX – CME Group) May 2007 - June 2009
Credit-Suisse Securities (USA) LLC August 2006 - December 2006
Dell, Inc., via Peak Systems – Dell Managed Services, North East Region May 2005 - April 2006
Peak Systems, Inc. April 2005 - April 2006
Goldman Sachs November 2003 - October 2004
Deutsche Bank October 2001 - October 2003
Skills
Program Management, Project Management, IT Service Management, Management, Vendor Management, Consulting, Integration, Data Center, CRM, Enterprise Software, PMO, Strategy, PMI, Agile Methodologies, ITIL, SDLC, Bitcoin, Telecommunications, Software Documentation, iOS, Android
Education
Northeastern University 1988 — 1994
BA, History (European History, Art, & Architecture)
University of Delaware - Study Abroad Program; London, UK
European History, European Art & Architecture, Urban & Cultural Geography, and Theatre
ChainLink March 2015 - Present
Jukeboxy September 2014 - Present
Financial Industry Regulatory Authority (FINRA) April 2011 - March 2014
Depository Trust & Clearing Corporation (DTCC) via Intermedia Group Inc. October 2010 - March 2011
New York Mercantile Exchange, (NYMEX – CME Group) May 2007 - June 2009
Credit-Suisse Securities (USA) LLC August 2006 - December 2006
Dell, Inc., via Peak Systems – Dell Managed Services, North East Region May 2005 - April 2006
Peak Systems, Inc. April 2005 - April 2006
Goldman Sachs November 2003 - October 2004
Deutsche Bank October 2001 - October 2003
Skills
Program Management, Project Management, IT Service Management, Management, Vendor Management, Consulting, Integration, Data Center, CRM, Enterprise Software, PMO, Strategy, PMI, Agile Methodologies, ITIL, SDLC, Bitcoin, Telecommunications, Software Documentation, iOS, Android
Education
Northeastern University 1988 — 1994
BA, History (European History, Art, & Architecture)
University of Delaware - Study Abroad Program; London, UK
European History, European Art & Architecture, Urban & Cultural Geography, and Theatre
Beth O'Brien's Credit Suisse Securities (USA) LLC Experience August 2005 - March 2012
Job Accountant at Wagner & Zwerman LLP formerly Bruce Mac Corkindale, CPA, P.C.
Industry Accounting
Experience
Wagner & Zwerman LLP formerly Bruce Mac Corkindale, CPA, P.C. April 2013 - Present
Adecco Group October 2012 - March 2013
Credit Suisse Securities USA LLC August 2005 - March 2012
TD Waterhouse November 2004 - July 2005
PwC October 2001 - November 2004
Education
Fairfield University 1997 — 2001
Bachelor of Science (B.S.), Accounting
Wagner & Zwerman LLP formerly Bruce Mac Corkindale, CPA, P.C. April 2013 - Present
Adecco Group October 2012 - March 2013
Credit Suisse Securities USA LLC August 2005 - March 2012
TD Waterhouse November 2004 - July 2005
PwC October 2001 - November 2004
Education
Fairfield University 1997 — 2001
Bachelor of Science (B.S.), Accounting
Michael J. Penrose's Credit Suisse Securities (USA) LLC Experience April 2003 - December 2013
Job Managing Director Institutional Trading & Sales at Cullen Asher Capital Markets
Industry Financial Services
Experience
Cullen Asher Capital Markets (USA) LLC April 2014 - Present
Credit Suisse Securities (USA) LLC April 2003 - December 2013
Deloitte June 2002 - April 2003
Arthur Andersen September 2000 - June 2002
Skills
Trading, Financial Services, Fixed Income, Structured Products, Bloomberg, CPA
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration (MBA), Finance, General, 3.98
Villanova University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance, 3.72
Cullen Asher Capital Markets (USA) LLC April 2014 - Present
Credit Suisse Securities (USA) LLC April 2003 - December 2013
Deloitte June 2002 - April 2003
Arthur Andersen September 2000 - June 2002
Skills
Trading, Financial Services, Fixed Income, Structured Products, Bloomberg, CPA
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration (MBA), Finance, General, 3.98
Villanova University 1996 — 2000
Bachelor of Science (BS), Accounting and Finance, 3.72
Sandeep Bhagat's Credit Suisse Securities (USA) LLC Experience March 2011 - Present
Job Credit Officer Credit Risk Management at Credit Suisse Securities (USA) LLC
Industry Banking
Experience
Credit Suisse Securities (USA) LLC March 2011 - Present
Standard Chartered Bank PLC January 2002 - April 2010
Deutsche Bank January 1998 - October 2000
European Bank for Reconstruction & Development November 1997 - December 1997
Skills
Financial Risk, Portfolio Management, Investment Banking, Credit, Credit Analysis, Credit Risk, FX Options, Banking, Financial Services, Finance, Emerging Markets, Structured Finance, Loans
Education
Brunel University London 1993 — 1997
BA (Hons), International Business Administration
Credit Suisse Securities (USA) LLC March 2011 - Present
Standard Chartered Bank PLC January 2002 - April 2010
Deutsche Bank January 1998 - October 2000
European Bank for Reconstruction & Development November 1997 - December 1997
Skills
Financial Risk, Portfolio Management, Investment Banking, Credit, Credit Analysis, Credit Risk, FX Options, Banking, Financial Services, Finance, Emerging Markets, Structured Finance, Loans
Education
Brunel University London 1993 — 1997
BA (Hons), International Business Administration
Bradley T. Schoelle's Credit Suisse Securities (USA) LLC Experience September 2006 - June 2011
Job Vice President Barclays Wealth Americas at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2011 - Present
Credit Suisse Securities (USA) LLC September 2006 - June 2011
Credit Suisse August 2010 - October 2010
Pershing, LLC February 2001 - September 2006
Pershing LLC February 2001 - November 2002
Management Training Program July 2000 - February 2001
Nomura Securities International, Inc May 1999 - August 1999
Skills
Fixed Income, Trading, Emerging Markets, Private Banking, Bonds, Strategy, Series 7, Investments, High Yield, Credit, Capital Markets, Relationship Management, Hedge Funds, Bloomberg, Derivatives, Equities, FX Options, Series 63, Structured Products
Education
SIFMA Securities Industry Institute @ Wharton Business School 2010 — 2011
Financial Industry Studies
Lehigh University 1996 — 2000
Bachelors of Science, Finance
Barclays Capital July 2011 - Present
Credit Suisse Securities (USA) LLC September 2006 - June 2011
Credit Suisse August 2010 - October 2010
Pershing, LLC February 2001 - September 2006
Pershing LLC February 2001 - November 2002
Management Training Program July 2000 - February 2001
Nomura Securities International, Inc May 1999 - August 1999
Skills
Fixed Income, Trading, Emerging Markets, Private Banking, Bonds, Strategy, Series 7, Investments, High Yield, Credit, Capital Markets, Relationship Management, Hedge Funds, Bloomberg, Derivatives, Equities, FX Options, Series 63, Structured Products
Education
SIFMA Securities Industry Institute @ Wharton Business School 2010 — 2011
Financial Industry Studies
Lehigh University 1996 — 2000
Bachelors of Science, Finance
Brad Roberts's Credit Suisse Securities (USA) LLC Experience 2006 - Present
Job Director Credit Suisse Securities (USA) LLC
Industry Investment Management
Experience
Credit Suisse Securities (USA) LLC 2006 - Present
Wachovia 2001 - 2006
Goldman Sachs 1998 - 2001
Education
Hampden-Sydney College
BA, Economics
University of Georgia - Terry College of Business
MBA
Credit Suisse Securities (USA) LLC 2006 - Present
Wachovia 2001 - 2006
Goldman Sachs 1998 - 2001
Education
Hampden-Sydney College
BA, Economics
University of Georgia - Terry College of Business
MBA
Chris Whibley's Credit Suisse Securities (USA) LLC Experience 2004 - Present
Job VP at CreditSuisse
Industry Banking
Experience
Credit-Suisse 2004 - Present
Credit Suisse 2004 - Present
Credit Suisse Securities (USA) LLC 2004 - Present
Education
University of London 1967 — 1971
Credit-Suisse 2004 - Present
Credit Suisse 2004 - Present
Credit Suisse Securities (USA) LLC 2004 - Present
Education
University of London 1967 — 1971
Colby Allsbrook's Credit Suisse Securities (USA) LLC Experience May 2006 - Present
Job Director & Counsel at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse Securities (USA) LLC May 2006 - Present
King & Spalding September 2000 - May 2006
Cadwalader, Wickersham & Taft September 1998 - August 2000
Skills
Corporate Governance, Due Diligence, Securities Regulation, Litigation, Securities, Private Equity, Capital Markets, Mergers & Acquisitions, Corporate Law
Education
University of Virginia School of Law 1995 — 1998
University of Alabama 1993 — 1995
MA, Anthropology, Archaeology
University of Alabama 1989 — 1993
BA, History, Anthropology, Political Science, Computers
Credit Suisse Securities (USA) LLC May 2006 - Present
King & Spalding September 2000 - May 2006
Cadwalader, Wickersham & Taft September 1998 - August 2000
Skills
Corporate Governance, Due Diligence, Securities Regulation, Litigation, Securities, Private Equity, Capital Markets, Mergers & Acquisitions, Corporate Law
Education
University of Virginia School of Law 1995 — 1998
University of Alabama 1993 — 1995
MA, Anthropology, Archaeology
University of Alabama 1989 — 1993
BA, History, Anthropology, Political Science, Computers
Andrew Kimm's Credit Suisse Securities (USA) LLC Experience April 2010 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Credit Suisse January 2013 - Present
CREDIT SUISSE SECURITIES (USA) LLC April 2010 - Present
Credit Suisse April 2010 - June 2011
Credit Suisse June 2009 - October 2010
UBS December 2009 - January 2010
Private Bank June 2009 - September 2009
Credit Suisse June 2008 - August 2008
Credit Suisse November 2004 - July 2007
Asset Management November 2004 - July 2007
Skills
Series 63, Series 7, Portfolio Management, Fixed Income, Investments, Wealth Management, Alternative Investments, Trading, Risk Management, Credit, Financial Advisory, Bloomberg, Asset Managment, Financial Modeling, Securities
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (MBA)
Villanova University 1999 — 2003
Bachelors, Psychology/Business
Credit Suisse January 2013 - Present
CREDIT SUISSE SECURITIES (USA) LLC April 2010 - Present
Credit Suisse April 2010 - June 2011
Credit Suisse June 2009 - October 2010
UBS December 2009 - January 2010
Private Bank June 2009 - September 2009
Credit Suisse June 2008 - August 2008
Credit Suisse November 2004 - July 2007
Asset Management November 2004 - July 2007
Skills
Series 63, Series 7, Portfolio Management, Fixed Income, Investments, Wealth Management, Alternative Investments, Trading, Risk Management, Credit, Financial Advisory, Bloomberg, Asset Managment, Financial Modeling, Securities
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (MBA)
Villanova University 1999 — 2003
Bachelors, Psychology/Business
Alex Blaker's Credit Suisse Securities (USA) LLC Experience May 2006 - June 2006
Job Purchasing Manager at Miller Blaker Inc.
Industry Construction
Experience
Miller Blaker Inc. December 2010 - Present
Lord, Abbett & Co. LLC July 2008 - December 2010
ISE June 2006 - August 2006
Credit Suisse Securities (USA) LLC May 2006 - June 2006
Tenafly Volunteer Ambulance Corp 2003 - 2006
Roosevelt Investments May 2005 - June 2005
Education
Skidmore College 2004 — 2008
BA, Business & Economics
Miller Blaker Inc. December 2010 - Present
Lord, Abbett & Co. LLC July 2008 - December 2010
ISE June 2006 - August 2006
Credit Suisse Securities (USA) LLC May 2006 - June 2006
Tenafly Volunteer Ambulance Corp 2003 - 2006
Roosevelt Investments May 2005 - June 2005
Education
Skidmore College 2004 — 2008
BA, Business & Economics
Shane Kort's Credit Suisse Securities (USA) LLC Experience March 2005 - Present
Job MBS Allocator
Industry Investment Banking
Experience
Credit Suisse Securities (USA) LLC March 2005 - Present
Education
Hofstra University 1989 — 1993
Credit Suisse Securities (USA) LLC March 2005 - Present
Education
Hofstra University 1989 — 1993
Darius Kielbiowski's Credit Suisse Securities (USA) LLC Experience July 2003 - October 2007
Job Vice PresidentTransaction Management at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase April 2008 - Present
Credit Suisse Securities (USA) LLC July 2003 - October 2007
Credit Suisse Securities (USA) LLC November 2000 - June 2003
Donaldson Lufkin & Jenrette November 1997 - December 2000
Morgan Stanley Dean Witter Discover Inc. June 1996 - October 1997
Skills
Fixed Income, MBS, Securities, Securitization, Structured Products, Valuation, Trading, Loans, Finance, Capital Markets, Accounting
Education
State University of New York at Buffalo - School of Management 1991 — 1995
B.S., Accounting, Finance
University at Buffalo 1991 — 1995
JPMorgan Chase April 2008 - Present
Credit Suisse Securities (USA) LLC July 2003 - October 2007
Credit Suisse Securities (USA) LLC November 2000 - June 2003
Donaldson Lufkin & Jenrette November 1997 - December 2000
Morgan Stanley Dean Witter Discover Inc. June 1996 - October 1997
Skills
Fixed Income, MBS, Securities, Securitization, Structured Products, Valuation, Trading, Loans, Finance, Capital Markets, Accounting
Education
State University of New York at Buffalo - School of Management 1991 — 1995
B.S., Accounting, Finance
University at Buffalo 1991 — 1995
Evan Abrams's Credit Suisse Securities (USA) LLC Experience August 2008 - March 2012
Job Vice President at Hodes Weill & Associates
Industry Real Estate
Experience
Centaur Properties, LLC June 2013 - June 2015
Credit Suisse Securities (USA) LLC August 2008 - March 2012
Credit Suisse May 2006 - July 2008
SunTrust Bank June 2004 - April 2006
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate..., Capital Raising
Education
Columbia University - Columbia Business School
MBA
University of Richmond 2000 — 2004
BSBA
University of Richmond - Robins School of Business 2000 — 2004
Chestnut Hill Academy
Centaur Properties, LLC June 2013 - June 2015
Credit Suisse Securities (USA) LLC August 2008 - March 2012
Credit Suisse May 2006 - July 2008
SunTrust Bank June 2004 - April 2006
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate..., Capital Raising
Education
Columbia University - Columbia Business School
MBA
University of Richmond 2000 — 2004
BSBA
University of Richmond - Robins School of Business 2000 — 2004
Chestnut Hill Academy
Craig Williamson's Credit Suisse Securities (USA) LLC Experience June 2009 - July 2012
Job Finance Professional
Industry Financial Services
Experience
Schlep, Inc. October 2013 - Present
Social Finance (SoFi) July 2012 - March 2013
Credit Suisse Securities (USA) LLC June 2009 - July 2012
US Treasury Department 2005 - 2007
Bush Cheney 2004, Inc. 2003 - 2005
Skills
Finance, Financial Modeling, Capital Markets, Investments, Private Equity, Equities, Loans, Valuation, Portfolio Management, Investment Banking, Fixed Income, Asset Managment, Wealth Management, Due Diligence, Securities, Bloomberg, Alternative Investments, Asset Management, Corporate Finance, Derivatives, Emerging Markets, Hedge Funds, Venture Capital, Financial Services, Investment Strategies, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Georgetown University 1999 — 2003
New Trier High School
Schlep, Inc. October 2013 - Present
Social Finance (SoFi) July 2012 - March 2013
Credit Suisse Securities (USA) LLC June 2009 - July 2012
US Treasury Department 2005 - 2007
Bush Cheney 2004, Inc. 2003 - 2005
Skills
Finance, Financial Modeling, Capital Markets, Investments, Private Equity, Equities, Loans, Valuation, Portfolio Management, Investment Banking, Fixed Income, Asset Managment, Wealth Management, Due Diligence, Securities, Bloomberg, Alternative Investments, Asset Management, Corporate Finance, Derivatives, Emerging Markets, Hedge Funds, Venture Capital, Financial Services, Investment Strategies, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Georgetown University 1999 — 2003
New Trier High School
Jason Beeler's Credit Suisse Securities (USA) LLC Experience April 2005 - November 2009
Job Manager of Investment Compliance at Liberty Mutual Investments
Industry Financial Services
Experience
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Investments January 2015 - August 2015
KKR April 2012 - August 2013
JPMorgan Chase & Co December 2009 - November 2010
Credit Suisse Securities (USA) LLC April 2005 - November 2009
Credit Suisse Securities (USA) LLC May 2002 - March 2005
Goldman Sachs & Co., Inc July 2000 - April 2002
Citibank October 1997 - June 2000
Skills
Capital Markets, Investments
Education
University of Connecticut 1992 — 1996
Bachelor of Science (B.S.), Molecular Biology
Liberty Mutual Insurance August 2015 - Present
Liberty Mutual Investments January 2015 - August 2015
KKR April 2012 - August 2013
JPMorgan Chase & Co December 2009 - November 2010
Credit Suisse Securities (USA) LLC April 2005 - November 2009
Credit Suisse Securities (USA) LLC May 2002 - March 2005
Goldman Sachs & Co., Inc July 2000 - April 2002
Citibank October 1997 - June 2000
Skills
Capital Markets, Investments
Education
University of Connecticut 1992 — 1996
Bachelor of Science (B.S.), Molecular Biology
Samuel Yoo's Credit Suisse Securities (USA) LLC Experience 2006 - Present
Job Director and Counsel at Credit Suisse Securities (USA) LLC
Industry Legal Services
Experience
Credit Suisse Securities (USA) LLC 2006 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1997 - 2006
United States Bankruptcy Court 1996 - 1997
Skills
Securities Law, Securitization, Structured Finance, Credit Derivatives, Structured Products, Capital Markets, Securities Regulation, Hedge Funds, Financial Regulation, Securities, Derivatives, Financial Structuring, Private Equity, ISDA
Education
Temple University - James E. Beasley School of Law 1993 — 2006
Doctor of Law (J.D.)
State University of New York at Binghamton 1988 — 1992
Bachelor of Arts (BA), Sociology
Credit Suisse Securities (USA) LLC 2006 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1997 - 2006
United States Bankruptcy Court 1996 - 1997
Skills
Securities Law, Securitization, Structured Finance, Credit Derivatives, Structured Products, Capital Markets, Securities Regulation, Hedge Funds, Financial Regulation, Securities, Derivatives, Financial Structuring, Private Equity, ISDA
Education
Temple University - James E. Beasley School of Law 1993 — 2006
Doctor of Law (J.D.)
State University of New York at Binghamton 1988 — 1992
Bachelor of Arts (BA), Sociology
Anthony ( Tony C.) Carfora's Credit Suisse Securities (USA) LLC Experience May 1984 - March 2008
Job Financial Professional
Industry Financial Services
Experience
Independant Contractor/Sports 2004 - Present
CREDIT SUISSE SECURITIES USA LLC May 1984 - March 2008
Skills
Fixed Income, Securities, Funding, Customer Relations, Customer Service, Trading, Capital Markets, Bonds, Finance, Swaps, Credit Risk, Banking, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1980 — 1982
Master of Business Administration (MBA), Finance
BERNARD M. BARUCH COLLEGE, CITY UNIVERSITY OF NEW YORK 1972 — 1978
Bachelor of Business Administration (BBA), Accounting
Independant Contractor/Sports 2004 - Present
CREDIT SUISSE SECURITIES USA LLC May 1984 - March 2008
Skills
Fixed Income, Securities, Funding, Customer Relations, Customer Service, Trading, Capital Markets, Bonds, Finance, Swaps, Credit Risk, Banking, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1980 — 1982
Master of Business Administration (MBA), Finance
BERNARD M. BARUCH COLLEGE, CITY UNIVERSITY OF NEW YORK 1972 — 1978
Bachelor of Business Administration (BBA), Accounting
Andrés Dallal's Credit Suisse Securities (USA) LLC Experience June 2010 - December 2012
Job Vice President at W. P. Carey Inc.
Industry Financial Services
Experience
W. P. Carey Inc. January 2013 - Present
Credit Suisse Securities USA, LLC June 2010 - December 2012
Oliver Wyman Financial Services September 2009 - May 2010
Cornell University January 2009 - August 2009
Real Estate DevelopmentCADCO Corp January 2005 - January 2009
Goldman, Sachs & Co June 2008 - August 2008
Bear Stearns 2006 - 2007
Skills
Analytics, Project Management, Microsoft Excel, Fixed Income, Investments, Finance, Banking, Financial Risk, Financial Modeling, Credit, Financial Analysis, Structured Products, Management, Bonds, Data Analysis, Financial Structuring
Education
Cornell University 2006 — 2009
B.A., Philosophy / Economics
Cornell University 2006 — 2009
B.A, Economics and Philosophy
The Sorbonne University 2006 — 2006
French Language and Literature
Scarsdale High School 2000 — 2004
W. P. Carey Inc. January 2013 - Present
Credit Suisse Securities USA, LLC June 2010 - December 2012
Oliver Wyman Financial Services September 2009 - May 2010
Cornell University January 2009 - August 2009
Real Estate DevelopmentCADCO Corp January 2005 - January 2009
Goldman, Sachs & Co June 2008 - August 2008
Bear Stearns 2006 - 2007
Skills
Analytics, Project Management, Microsoft Excel, Fixed Income, Investments, Finance, Banking, Financial Risk, Financial Modeling, Credit, Financial Analysis, Structured Products, Management, Bonds, Data Analysis, Financial Structuring
Education
Cornell University 2006 — 2009
B.A., Philosophy / Economics
Cornell University 2006 — 2009
B.A, Economics and Philosophy
The Sorbonne University 2006 — 2006
French Language and Literature
Scarsdale High School 2000 — 2004
Christina McCaughey's Credit Suisse Securities (USA) LLC Experience 2005 - 2007
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
State Street Global Exchange August 2013 - December 2014
NYSE LIFFE US February 2012 - August 2013
Barclays Capital Inc. June 2007 - November 2011
Credit Suisse Securities (USA) LLC 2005 - 2007
Citigroup September 2000 - February 2005
Salomon Smith Barney July 1998 - September 2000
Salomon Brothers AG 1993 - July 1998
Skills
Electronic Trading, Derivatives, Trading, Interest Rate..., Equities, Fixed Income, FX Options, Hedge Funds, Trading Systems, Capital Markets, Options, Market Data, Investment Banking, Financial Markets
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Mannheim Universitaet
Study Abroad Program, Economics
AXA Advisors July 2015 - Present
State Street Global Exchange August 2013 - December 2014
NYSE LIFFE US February 2012 - August 2013
Barclays Capital Inc. June 2007 - November 2011
Credit Suisse Securities (USA) LLC 2005 - 2007
Citigroup September 2000 - February 2005
Salomon Smith Barney July 1998 - September 2000
Salomon Brothers AG 1993 - July 1998
Skills
Electronic Trading, Derivatives, Trading, Interest Rate..., Equities, Fixed Income, FX Options, Hedge Funds, Trading Systems, Capital Markets, Options, Market Data, Investment Banking, Financial Markets
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Mannheim Universitaet
Study Abroad Program, Economics
Sandra Galvis's Credit Suisse Securities (USA) LLC Experience June 2011 - Present
Job Director and Counsel at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC June 2011 - Present
Cleary Gottlieb Steen & Hamilton LLP September 1994 - June 2011
Vinson & Elkins LLP January 1993 - September 1994
Uria Menendez 1992 - 1992
Skills
Legal Research, Corporate Law, Mergers & Acquisitions, Cross-border..., Private Equity, Litigation, Securities Regulation, Corporate Governance, Due Diligence, Legal Writing, Joint Ventures, International Law, Securities
Education
Duke University School of Law 1989 — 1992
J.D., Law
The University of Texas at Austin 1985 — 1988
B.A., Plan II and Economics
Credit Suisse Securities (USA) LLC June 2011 - Present
Cleary Gottlieb Steen & Hamilton LLP September 1994 - June 2011
Vinson & Elkins LLP January 1993 - September 1994
Uria Menendez 1992 - 1992
Skills
Legal Research, Corporate Law, Mergers & Acquisitions, Cross-border..., Private Equity, Litigation, Securities Regulation, Corporate Governance, Due Diligence, Legal Writing, Joint Ventures, International Law, Securities
Education
Duke University School of Law 1989 — 1992
J.D., Law
The University of Texas at Austin 1985 — 1988
B.A., Plan II and Economics
Elsie Mak's Credit Suisse Securities (USA) LLC Experience May 2005 - November 2012
Job Business Support Manager at U.S Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
Bank of America December 2014 - Present
U.S Trust, Bank of America Private Wealth Management April 2013 - December 2014
Credit Suisse Securities (USA) LLC May 2005 - November 2012
Credit Suisse May 2010 - July 2010
Credit Suisse May 2007 - April 2009
HBO June 2004 - April 2005
Coty July 2003 - December 2003
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
Skills
People Management, Headcount, Onboarding, HRIS, Recruiting, Campus Recruiting, Problem Solving, International Project..., Department Budgeting, Operation Model Design..., Business Process Design, Vendor Management, Programme Governance, Outsourcing, Executive Management, Human Resources, Training, Performance Management, Project Management, Management, Strategic Planning, Sourcing, Business Process, Banking, Business Analysis, Talent Acquisition, Budgets, Talent Management, Integration, Resource Management, Contract Negotiation, Strategy, Organizational Design, Personnel Management, Process Improvement, Business Transformation, Management Consulting, Finance, Mergers & Acquisitions, Risk Management, Investment Banking, Business Process..., Team Management, Relationship Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Management
Georgetown UniversityWashington D.C 1992 — 1996
Bachelor of Science, International Business & Finance
Bank of America December 2014 - Present
U.S Trust, Bank of America Private Wealth Management April 2013 - December 2014
Credit Suisse Securities (USA) LLC May 2005 - November 2012
Credit Suisse May 2010 - July 2010
Credit Suisse May 2007 - April 2009
HBO June 2004 - April 2005
Coty July 2003 - December 2003
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
Skills
People Management, Headcount, Onboarding, HRIS, Recruiting, Campus Recruiting, Problem Solving, International Project..., Department Budgeting, Operation Model Design..., Business Process Design, Vendor Management, Programme Governance, Outsourcing, Executive Management, Human Resources, Training, Performance Management, Project Management, Management, Strategic Planning, Sourcing, Business Process, Banking, Business Analysis, Talent Acquisition, Budgets, Talent Management, Integration, Resource Management, Contract Negotiation, Strategy, Organizational Design, Personnel Management, Process Improvement, Business Transformation, Management Consulting, Finance, Mergers & Acquisitions, Risk Management, Investment Banking, Business Process..., Team Management, Relationship Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Management
Georgetown UniversityWashington D.C 1992 — 1996
Bachelor of Science, International Business & Finance
Jason Manske's Credit Suisse Securities (USA) LLC Experience 2001 - 2008
Job Senior Managing Director
Industry Insurance
Experience
MetLIfe Invesments 2008 - Present
Credit Suisse Securities (USA) LLC 2001 - 2008
JPMorgan July 1989 - February 2001
Skills
Investments, Fixed Income, Finance, Capital Markets, Rates, Asset Management, Marketing, Derivatives, Equities, Trading Systems, Market Risk, Hedge Funds, Management, Series 7, Trading, Sales, Investment Banking, Insurance, Portfolio Management, Credit Derivatives, Financial Risk, Bloomberg, Securities, Currency, Electronic Trading, Valuation, Options, Series 63, Alternative Investments, Bonds, Financial Services, Risk Management, Structured Products, Asset Allocation, Financial Markets
Education
Trinity College-Hartford 1985 — 1989
MetLIfe Invesments 2008 - Present
Credit Suisse Securities (USA) LLC 2001 - 2008
JPMorgan July 1989 - February 2001
Skills
Investments, Fixed Income, Finance, Capital Markets, Rates, Asset Management, Marketing, Derivatives, Equities, Trading Systems, Market Risk, Hedge Funds, Management, Series 7, Trading, Sales, Investment Banking, Insurance, Portfolio Management, Credit Derivatives, Financial Risk, Bloomberg, Securities, Currency, Electronic Trading, Valuation, Options, Series 63, Alternative Investments, Bonds, Financial Services, Risk Management, Structured Products, Asset Allocation, Financial Markets
Education
Trinity College-Hartford 1985 — 1989
Daniela Vizcaino's Credit Suisse Securities (USA) LLC Experience July 2012 - Present
Job PB Assistant Vice President
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC July 2012 - Present
Credit Suisse Securities (USA) LLC June 2011 - August 2011
Arthur D. Little November 2007 - May 2010
Arthur D. Little July 2005 - June 2007
Venamcham 2004 - 2005
Skills
Corporate Development, Banking, Management, Emerging Markets, Financial Analysis, Business Planning, Investments, Marketing Strategy, Equities, Financial Modeling, Product Management, Management Consulting, Business Analysis, Strategy, Due Diligence
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Business Administration and Management
Universidad Católica Andrés Bello 2002 — 2007
Economist, Economics
Credit Suisse Securities (USA) LLC July 2012 - Present
Credit Suisse Securities (USA) LLC June 2011 - August 2011
Arthur D. Little November 2007 - May 2010
Arthur D. Little July 2005 - June 2007
Venamcham 2004 - 2005
Skills
Corporate Development, Banking, Management, Emerging Markets, Financial Analysis, Business Planning, Investments, Marketing Strategy, Equities, Financial Modeling, Product Management, Management Consulting, Business Analysis, Strategy, Due Diligence
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Business Administration and Management
Universidad Católica Andrés Bello 2002 — 2007
Economist, Economics
Ben DiFabio's Credit Suisse Securities (USA) LLC Experience April 2005 - September 2008
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2010 - Present
Credit Suisse Securities (USA) LLC April 2005 - September 2008
Citigroup Corporate & Investment Bank 2003 - 2005
Bear Stearns 2000 - 2003
Skills
Fixed Income, Credit Analysis, Credit Risk, Financial Institutions, Capital Markets, Counterparty Risk
Education
Fordham University - Graduate School of Business Administration 1999 — 2000
Master of Business Administration (MBA), Finance, General, 3.8
Jefferies & Company March 2010 - Present
Credit Suisse Securities (USA) LLC April 2005 - September 2008
Citigroup Corporate & Investment Bank 2003 - 2005
Bear Stearns 2000 - 2003
Skills
Fixed Income, Credit Analysis, Credit Risk, Financial Institutions, Capital Markets, Counterparty Risk
Education
Fordham University - Graduate School of Business Administration 1999 — 2000
Master of Business Administration (MBA), Finance, General, 3.8
Allen Oppici's Credit Suisse Securities (USA) LLC Experience October 2000 - January 2008
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee October 2011 - Present
Citadel Securities March 2011 - September 2011
Chapdelaine Credit Partners October 2009 - March 2011
Concept Capital February 2009 - September 2009
Credit Suisse Securities (USA) LLC October 2000 - January 2008
Donaldson, Lufkin & Jenrette June 1995 - October 2000
AXA Advisors 1990 - 1995
New York Life Insurance June 1987 - January 1990
Education
State University of New York College at Oneonta 1984 — 1987
BS, Bisiness Economics/Accounting
Sterne Agee October 2011 - Present
Citadel Securities March 2011 - September 2011
Chapdelaine Credit Partners October 2009 - March 2011
Concept Capital February 2009 - September 2009
Credit Suisse Securities (USA) LLC October 2000 - January 2008
Donaldson, Lufkin & Jenrette June 1995 - October 2000
AXA Advisors 1990 - 1995
New York Life Insurance June 1987 - January 1990
Education
State University of New York College at Oneonta 1984 — 1987
BS, Bisiness Economics/Accounting
Chris Solgan's Credit Suisse Securities (USA) LLC Experience April 2006 - October 2012
Job Assistant General Counsel at BATS Global Markets
Industry Investment Banking
Experience
BATS Global Markets, Inc. May 2013 - Present
National Stock Exchange, Inc. October 2012 - May 2013
Credit Suisse Securities (USA) LLC April 2006 - October 2012
Morgan Stanley November 2004 - April 2006
U.S. Securities & Exchange Commission August 2001 - October 2004
Skills
Broker Dealer, Equities, Securities Law, Securities Regulation, Securities, Equity Capital Markets, Trading, Equity Trading, Control..., Equity Research, Restricted Securities..., Broker Dealer Compliance, Equity Market Structure, Self Regulatory..., Investment Banking, FINRA, Broker-Dealer, SEC, Due Diligence, Financial Services
Education
New York Law School 1997 — 2001
JD
City University of New York-John Jay College of Criminal Justice 1995 — 1997
BS, Criminal Justice
BATS Global Markets, Inc. May 2013 - Present
National Stock Exchange, Inc. October 2012 - May 2013
Credit Suisse Securities (USA) LLC April 2006 - October 2012
Morgan Stanley November 2004 - April 2006
U.S. Securities & Exchange Commission August 2001 - October 2004
Skills
Broker Dealer, Equities, Securities Law, Securities Regulation, Securities, Equity Capital Markets, Trading, Equity Trading, Control..., Equity Research, Restricted Securities..., Broker Dealer Compliance, Equity Market Structure, Self Regulatory..., Investment Banking, FINRA, Broker-Dealer, SEC, Due Diligence, Financial Services
Education
New York Law School 1997 — 2001
JD
City University of New York-John Jay College of Criminal Justice 1995 — 1997
BS, Criminal Justice
Lisa Semsel's Credit Suisse Securities (USA) LLC Experience January 2011 - March 2013
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
Credit Suisse Securities (USA) LLC January 2011 - March 2013
Credit Suisse February 2007 - February 2011
Credit Suisse July 2001 - June 2006
Credit Suisse Financial Products 1995 - 2001
Education
Boston University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Operations Management and Finance
Credit Suisse April 2013 - Present
Credit Suisse Securities (USA) LLC January 2011 - March 2013
Credit Suisse February 2007 - February 2011
Credit Suisse July 2001 - June 2006
Credit Suisse Financial Products 1995 - 2001
Education
Boston University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Operations Management and Finance
Mark Altherr's Credit Suisse Securities (USA) LLC Experience July 2000 - Present
Job Director at Credit Suisse Securities LLC
Industry Investment Banking
Experience
Credit Suisse Securities (USA) LLC July 2000 - Present
Citigroup 1998 - 2000
Salomon Brothers 1985 - 2000
Skills
Fixed Income, Hedge Funds, Private Equity, High Yield, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Swarthmore College 1973 — 1977
BA, Economics
Credit Suisse Securities (USA) LLC July 2000 - Present
Citigroup 1998 - 2000
Salomon Brothers 1985 - 2000
Skills
Fixed Income, Hedge Funds, Private Equity, High Yield, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA, Finance
Swarthmore College 1973 — 1977
BA, Economics
Thomas Liquori's Credit Suisse Securities (USA) LLC Experience July 2010 - June 2011
Job VP Business Control at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management 2012 - Present
Credit Suisse Securities (USA) LLC July 2010 - June 2011
Credit Suisse Securities (USA) LLC 1994 - 2011
Morgan Stanley 1992 - 1994
Morgan Stanley 1989 - 1992
Morgan Stanley 1986 - 1989
Education
Seton Hall University 1986 — 1989
MBA
Seton Hall University 1982 — 1986
BS
Barclays Wealth and Investment Management 2012 - Present
Credit Suisse Securities (USA) LLC July 2010 - June 2011
Credit Suisse Securities (USA) LLC 1994 - 2011
Morgan Stanley 1992 - 1994
Morgan Stanley 1989 - 1992
Morgan Stanley 1986 - 1989
Education
Seton Hall University 1986 — 1989
MBA
Seton Hall University 1982 — 1986
BS
Paul Hofnagel, PMP, CLSSBB, CLSSS's Credit Suisse Securities (USA) LLC Experience July 2005 - December 2008
Job Project Manager at Veritude
Industry Financial Services
Experience
Veritude January 2013 - Present
Aerotek November 2012 - January 2013
TEKsystems May 2011 - September 2012
ZeroChaos September 2010 - June 2011
Strategic Staffing Solutions February 2010 - August 2010
Credit Suisse Securities (USA) LLC July 2005 - December 2008
Credit Suisse First Boston February 2002 - July 2005
Credit Suisse July 1995 - February 2002
Credit Suisse, New York Branch June 1993 - July 1995
Credit Suisse, New York Branch June 1991 - June 1993
Education
Villanova University 2012 — 2012
Certified Lean Six Sigma Master Black Belt
Villanova University 2009 — 2009
Certified Lean Six Sigma Sensei
Villanova University 2009 — 2009
Certified Lean Six Sigma Black Belt
Tufts University 1987 — 1991
BA, International Relations, Quantitative Economics, German-area Studies
Villanova University
Master Certificate in Six Sigma
Veritude January 2013 - Present
Aerotek November 2012 - January 2013
TEKsystems May 2011 - September 2012
ZeroChaos September 2010 - June 2011
Strategic Staffing Solutions February 2010 - August 2010
Credit Suisse Securities (USA) LLC July 2005 - December 2008
Credit Suisse First Boston February 2002 - July 2005
Credit Suisse July 1995 - February 2002
Credit Suisse, New York Branch June 1993 - July 1995
Credit Suisse, New York Branch June 1991 - June 1993
Education
Villanova University 2012 — 2012
Certified Lean Six Sigma Master Black Belt
Villanova University 2009 — 2009
Certified Lean Six Sigma Sensei
Villanova University 2009 — 2009
Certified Lean Six Sigma Black Belt
Tufts University 1987 — 1991
BA, International Relations, Quantitative Economics, German-area Studies
Villanova University
Master Certificate in Six Sigma
Jacklyn Celano's Credit Suisse Securities (USA) LLC Experience July 2012 - Present
Job Business Support Manager at Credit Suisse Securities LLC
Industry Banking
Experience
Credit Suisse Securities LLC January 2013 - Present
Credit Suisse Securities (USA) LLC July 2012 - Present
Credit Suisse August 1993 - Present
Donaldson, Lufkin & Jenrette August 1993 - October 2000
Midwest Clearing Corporation September 1978 - December 1979
Skills
Fixed Income, Equities, Securities, Series 7, FINRA, Options, Trading, Investment Banking, Structured Products, Back Office, Bonds, Equity Derivatives, Asset Managment, Office Management, Resourceful..., Financial Risk, Series 63, Banking, Due Diligence, Corporate Finance, Finance
Education
Dominican University 1983 — 1985
MBA, Finance
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Economics
Credit Suisse Securities LLC January 2013 - Present
Credit Suisse Securities (USA) LLC July 2012 - Present
Credit Suisse August 1993 - Present
Donaldson, Lufkin & Jenrette August 1993 - October 2000
Midwest Clearing Corporation September 1978 - December 1979
Skills
Fixed Income, Equities, Securities, Series 7, FINRA, Options, Trading, Investment Banking, Structured Products, Back Office, Bonds, Equity Derivatives, Asset Managment, Office Management, Resourceful..., Financial Risk, Series 63, Banking, Due Diligence, Corporate Finance, Finance
Education
Dominican University 1983 — 1985
MBA, Finance
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Economics
Jim Glavin's Credit Suisse Securities (USA) LLC Experience 1992 - December 2011
Job Executive Director Mizuho USA
Industry Investment Banking
Experience
CRT Capital January 2012 - July 2014
Credit Suisse Securities (USA) LLC 1992 - December 2011
Skills
Derivatives, Fixed Income
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Union College 1975 — 1979
BA, Economics
CRT Capital January 2012 - July 2014
Credit Suisse Securities (USA) LLC 1992 - December 2011
Skills
Derivatives, Fixed Income
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Union College 1975 — 1979
BA, Economics
Karen Rudnick's Credit Suisse Securities (USA) LLC Experience September 2011 - Present
Job Vice President at Credit Suisse Securities (USA) LLC
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC September 2011 - Present
Credit Suisse Securities (USA) LLC 2005 - September 2011
Resources Global Professionals June 2004 - September 2005
Alliance Capital Management 1994 - 2004
Weiss, Peck & Greer Investments 1988 - 1994
Skills
Risk Management, Sarbanes-Oxley Act, Fixed Income, Equities, Derivatives, Asset Managment, Asset Management, Bloomberg, Alternative Investments
Education
Adelphi University 1976 — 1980
BBA, Accounting
Credit Suisse Securities (USA) LLC September 2011 - Present
Credit Suisse Securities (USA) LLC 2005 - September 2011
Resources Global Professionals June 2004 - September 2005
Alliance Capital Management 1994 - 2004
Weiss, Peck & Greer Investments 1988 - 1994
Skills
Risk Management, Sarbanes-Oxley Act, Fixed Income, Equities, Derivatives, Asset Managment, Asset Management, Bloomberg, Alternative Investments
Education
Adelphi University 1976 — 1980
BBA, Accounting
Stacey Zyzyck's Credit Suisse Securities (USA) LLC Experience July 2014 - Present
Job Secondee at Credit Suisse from Cahill Gordon & Reindel
Industry Law Practice
Experience
Credit Suisse Securities (USA) LLC July 2014 - Present
Cahill Gordon & Reindel January 2010 - Present
Wharton Business School January 2009 - May 2009
Cahill Gordon & Reindel May 2008 - August 2008
American Civil Liberties Union May 2007 - August 2007
Deloitte Consulting May 2005 - August 2005
Skills
Litigation, Corporate Law, Legal Research, Securities Regulation, Legal Writing, Corporate Governance, Civil Litigation, Intellectual Property, Appeals, Westlaw
Education
University of Pennsylvania Law School 2006 — 2009
JD
University of Pennsylvania - The Wharton School 2007 — 2009
Certificate, Business and Public Policy
Carnegie Mellon University 2004 — 2006
MS, Public Policy and Management
Carnegie Mellon University 2001 — 2005
BS, Political Science
Credit Suisse Securities (USA) LLC July 2014 - Present
Cahill Gordon & Reindel January 2010 - Present
Wharton Business School January 2009 - May 2009
Cahill Gordon & Reindel May 2008 - August 2008
American Civil Liberties Union May 2007 - August 2007
Deloitte Consulting May 2005 - August 2005
Skills
Litigation, Corporate Law, Legal Research, Securities Regulation, Legal Writing, Corporate Governance, Civil Litigation, Intellectual Property, Appeals, Westlaw
Education
University of Pennsylvania Law School 2006 — 2009
JD
University of Pennsylvania - The Wharton School 2007 — 2009
Certificate, Business and Public Policy
Carnegie Mellon University 2004 — 2006
MS, Public Policy and Management
Carnegie Mellon University 2001 — 2005
BS, Political Science
Bill Busineau's Credit Suisse Securities (USA) LLC Experience September 2009 - June 2010
Job Consultant at RBS
Industry Legal Services
Experience
RBS Markets & International Banking December 2012 - Present
HSBC Securities (USA) Inc. July 2010 - November 2012
Credit Suisse Securities (USA) LLC September 2009 - June 2010
Schulte Roth & Zabel LLP September 2006 - March 2009
Citigroup Global Markets Inc. April 2004 - August 2006
Cadwalader, Wickersham & Taft LLP September 1999 - March 2004
Skills
Derivatives, Capital Markets, Structured Products, Swaps, Hedge Funds, Securities, Structured Finance, Securitization
Education
Fordham University School of Law 1996 — 1999
J.D., Law
Colby College 1986 — 1990
A.B., Biology
RBS Markets & International Banking December 2012 - Present
HSBC Securities (USA) Inc. July 2010 - November 2012
Credit Suisse Securities (USA) LLC September 2009 - June 2010
Schulte Roth & Zabel LLP September 2006 - March 2009
Citigroup Global Markets Inc. April 2004 - August 2006
Cadwalader, Wickersham & Taft LLP September 1999 - March 2004
Skills
Derivatives, Capital Markets, Structured Products, Swaps, Hedge Funds, Securities, Structured Finance, Securitization
Education
Fordham University School of Law 1996 — 1999
J.D., Law
Colby College 1986 — 1990
A.B., Biology
Pam Fleming's Credit Suisse Securities (USA) LLC Experience January 2012 - March 2012
Job Contract Paralegal at Axiom
Industry Legal Services
Experience
Axiom March 2012 - Present
Credit Suisse Securities (USA) LLC January 2012 - March 2012
Credit Suisse Securities (USA) LLC March 2010 - March 2012
Realogy March 2007 - March 2010
CTGi April 2004 - October 2004
CIBER October 2003 - February 2004
BAE Systems September 2001 - October 2003
Compuware 2000 - 2001
Education
New York Law
New York Law
Rowan College at Burlington County
AAS, Paralegal Studies
Rutgers University-New Brunswick
B.S, Marketing
Axiom March 2012 - Present
Credit Suisse Securities (USA) LLC January 2012 - March 2012
Credit Suisse Securities (USA) LLC March 2010 - March 2012
Realogy March 2007 - March 2010
CTGi April 2004 - October 2004
CIBER October 2003 - February 2004
BAE Systems September 2001 - October 2003
Compuware 2000 - 2001
Education
New York Law
New York Law
Rowan College at Burlington County
AAS, Paralegal Studies
Rutgers University-New Brunswick
B.S, Marketing
Elvia Zazueta Leon-Quintero's Credit Suisse Securities (USA) LLC Experience August 2011 - March 2013
Job Project Manager and Legal Consultant at Hospital San Javier
Industry Law Practice
Experience
Hospital San Javier March 2013 - Present
GDL180 A.C. June 2006 - Present
Credit Suisse Securities (USA) LLC August 2011 - March 2013
ViaCLIX August 2008 - September 2009
Mexican Embassy in the United States May 2007 - August 2007
Woodrow Wilson International Center for Scholars January 2006 - July 2006
Skills
Strategy, Economics, Negotiation, Corporate Governance, Due Diligence, Patents, Legal Research, Finance, Portfolio Management, Public Speaking, Commercial Litigation
Education
New York University School of Law 2008 — 2011
J.D., Law
Claremont McKenna College 2004 — 2008
B.A, Government, Econ/Accounting
ASFG
Hospital San Javier March 2013 - Present
GDL180 A.C. June 2006 - Present
Credit Suisse Securities (USA) LLC August 2011 - March 2013
ViaCLIX August 2008 - September 2009
Mexican Embassy in the United States May 2007 - August 2007
Woodrow Wilson International Center for Scholars January 2006 - July 2006
Skills
Strategy, Economics, Negotiation, Corporate Governance, Due Diligence, Patents, Legal Research, Finance, Portfolio Management, Public Speaking, Commercial Litigation
Education
New York University School of Law 2008 — 2011
J.D., Law
Claremont McKenna College 2004 — 2008
B.A, Government, Econ/Accounting
ASFG
Jeff Murphy's Credit Suisse Securities (USA) LLC Experience September 2011 - Present
Job Managing Director, Global Technology, Media & Telecom Group at Credit Suisse Securities (USA) LLC
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC September 2011 - Present
Credit Suisse Securities (Europe) Ltd April 2000 - September 2011
CS First Boston August 1996 - April 2000
MCI Communications June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
MBA
Georgetown University 1988 — 1991
BS in Business Administration
Credit Suisse Securities (USA) LLC September 2011 - Present
Credit Suisse Securities (Europe) Ltd April 2000 - September 2011
CS First Boston August 1996 - April 2000
MCI Communications June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
MBA
Georgetown University 1988 — 1991
BS in Business Administration
Chris Kulina's Credit Suisse Securities (USA) LLC Experience July 2001 - June 2009
Job Director at Scotia Capital
Industry Financial Services
Experience
Scotia Capital July 2009 - Present
Credit Suisse Securities (USA) LLC July 2001 - June 2009
Credit Suisse 1999 - 2001
Education
Connecticut College 1995 — 1999
BA Economics
The Lawrenceville School 1993 — 1995
Scotia Capital July 2009 - Present
Credit Suisse Securities (USA) LLC July 2001 - June 2009
Credit Suisse 1999 - 2001
Education
Connecticut College 1995 — 1999
BA Economics
The Lawrenceville School 1993 — 1995
Tommy Minnix's Credit Suisse Securities (USA) LLC Experience January 2007 - August 2008
Job Creative Producer at Spark Chamber
Industry Entertainment
Experience
Spark Chamber May 2010 - Present
Credit Suisse March 2010 - Present
Lucky Frog Films January 1999 - May 2010
Binger Filmlab September 2008 - February 2009
Credit Suisse Securities (USA) LLC January 2007 - August 2008
Credit Suisse Securities (USA) LLC September 1999 - January 2006
Adecco January 1994 - September 1999
Skills
Project Management, Training, Budgets, Film, Microsoft Word, Outlook, Process Scheduler, Microsoft Office, Time Management, Management, Social Networking, Editing, Analysis
Education
New York University 2012 — 2012
Playwriting and Screenwriting Certification Program
New York University 2009 — 2011
Certificate, Film/Video Editing Certification Program
New York University 2009 — 2011
Certificate, Film/Video Producing Certification Program
Binger Filmlab 2008 — 2009
Certificate, Writer/Creative Producer Script Development Programme
Virginia Polytechnic Institute and State University 1986 — 1991
Bachelor of Arts (B.A.), French
Virginia Polytechnic Institute and State University 1986 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Alliance Française 1988 — 1989
Diplome de langue
Spark Chamber May 2010 - Present
Credit Suisse March 2010 - Present
Lucky Frog Films January 1999 - May 2010
Binger Filmlab September 2008 - February 2009
Credit Suisse Securities (USA) LLC January 2007 - August 2008
Credit Suisse Securities (USA) LLC September 1999 - January 2006
Adecco January 1994 - September 1999
Skills
Project Management, Training, Budgets, Film, Microsoft Word, Outlook, Process Scheduler, Microsoft Office, Time Management, Management, Social Networking, Editing, Analysis
Education
New York University 2012 — 2012
Playwriting and Screenwriting Certification Program
New York University 2009 — 2011
Certificate, Film/Video Editing Certification Program
New York University 2009 — 2011
Certificate, Film/Video Producing Certification Program
Binger Filmlab 2008 — 2009
Certificate, Writer/Creative Producer Script Development Programme
Virginia Polytechnic Institute and State University 1986 — 1991
Bachelor of Arts (B.A.), French
Virginia Polytechnic Institute and State University 1986 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Alliance Française 1988 — 1989
Diplome de langue
Carlton Forrester's Credit Suisse Securities (USA) LLC Experience February 2015 - Present
Job Vice President at Credit Suisse Securities (USA) LLC
Industry Investment Management
Experience
Credit Suisse Securities (USA) LLC February 2015 - Present
Asset Preservation Advisors August 2012 - January 2015
Perimeter Concourse Capital January 2010 - August 2012
Harbert Management Corporation April 2004 - April 2008
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Investment Banking, Investments
Education
Georgia Institute of Technology 1995 — 2000
Business Management
Credit Suisse Securities (USA) LLC February 2015 - Present
Asset Preservation Advisors August 2012 - January 2015
Perimeter Concourse Capital January 2010 - August 2012
Harbert Management Corporation April 2004 - April 2008
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Investment Banking, Investments
Education
Georgia Institute of Technology 1995 — 2000
Business Management
Ashley Kerr's Credit Suisse Securities (USA) LLC Experience June 2013 - August 2013
Job J.D. Candidate 2015
Industry Law Practice
Experience
U.S. District Court, Southern District of New York August 2014 - November 2014
Cleary Gottlieb Steen & Hamilton LLP May 2014 - August 2014
Credit Suisse Securities (USA) LLC June 2013 - August 2013
Norfolk Southern Railroad February 2012 - June 2012
Norfolk Southern Railroad January 2011 - February 2012
Thoroughbred Direct Intermodal Services June 2010 - December 2010
Kerr Law Associates January 2005 - January 2009
Skills
Leadership, Data Analysis, Time Management, Public Speaking, Social Media
Education
New York Law School 2012 — 2015
Doctor of Law (J.D.)
Penn State University 2006 — 2010
Bachelor of Science, Finance and International Business
U.S. District Court, Southern District of New York August 2014 - November 2014
Cleary Gottlieb Steen & Hamilton LLP May 2014 - August 2014
Credit Suisse Securities (USA) LLC June 2013 - August 2013
Norfolk Southern Railroad February 2012 - June 2012
Norfolk Southern Railroad January 2011 - February 2012
Thoroughbred Direct Intermodal Services June 2010 - December 2010
Kerr Law Associates January 2005 - January 2009
Skills
Leadership, Data Analysis, Time Management, Public Speaking, Social Media
Education
New York Law School 2012 — 2015
Doctor of Law (J.D.)
Penn State University 2006 — 2010
Bachelor of Science, Finance and International Business
Mark Kniesche's Credit Suisse Securities (USA) LLC Experience July 2005 - July 2007
Job Institutional Relationship Manager Asset Management Business Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
AllianceBernstein July 2007 - October 2013
Credit Suisse Securities USA LLC July 2005 - July 2007
Skills
Series 7, Series 63, Series 31, Direct Sales, Client Development, Client Relationship..., Marketing Strategy, Financial Planning, Strategic Financial..., CRM, Asset Management, Finance, Fixed Income
Education
University of Colorado at Boulder 2000 — 2004
Leeds School of Business-Finance
TIAA-CREF October 2013 - Present
AllianceBernstein July 2007 - October 2013
Credit Suisse Securities USA LLC July 2005 - July 2007
Skills
Series 7, Series 63, Series 31, Direct Sales, Client Development, Client Relationship..., Marketing Strategy, Financial Planning, Strategic Financial..., CRM, Asset Management, Finance, Fixed Income
Education
University of Colorado at Boulder 2000 — 2004
Leeds School of Business-Finance
Donny Blumenkranz's Credit Suisse Securities (USA) LLC Experience May 2011 - March 2012
Job Compliance/Legal Associate at Telsey Advisory Group
Industry Banking
Experience
Telsey Advisory Group March 2012 - Present
Credit Suisse Securities (USA) LLC May 2011 - March 2012
JS Barkats PLLC January 2011 - April 2011
NYC Courts Access to Justice Program March 2010 - August 2010
Legal Services of North Florida January 2009 - May 2009
Florida Housing and Finance Corporation August 2008 - December 2008
Skills
Capital Markets
Education
Florida State University College of Law 2006 — 2009
Juris Doctor
Florida State University - College of Business 2002 — 2006
BS, Finance and Real Estate
Telsey Advisory Group March 2012 - Present
Credit Suisse Securities (USA) LLC May 2011 - March 2012
JS Barkats PLLC January 2011 - April 2011
NYC Courts Access to Justice Program March 2010 - August 2010
Legal Services of North Florida January 2009 - May 2009
Florida Housing and Finance Corporation August 2008 - December 2008
Skills
Capital Markets
Education
Florida State University College of Law 2006 — 2009
Juris Doctor
Florida State University - College of Business 2002 — 2006
BS, Finance and Real Estate
Aaron Ayusa's Credit Suisse Securities (USA) LLC Experience September 2015 - Present
Job Senior Analyst Prime Swap
Industry Banking
Experience
Credit Suisse Securities (USA) LLC September 2015 - Present
Credit Suisse AG, Singapore Branch April 2010 - August 2015
National Institute of Education, Singapore March 2009 - December 2009
Insular Investment & Trust Corporation May 2008 - February 2009
Skills
Management, Corporate Finance, Financial Analysis, Portfolio Management, FX Options, Analysis, Trading, Investments, Financial Modeling, Finance, Data Analysis, Credit Analysis, Account Reconciliation, Options, Research, SPSS, Settlement, SAP, Statistics, Qualitative Research
Education
De La Salle University 2003 — 2007
BS in Applied Economics, Applied Economics
De La Salle University 2003 — 2007
BS in Commerce Major in Management of Financial Institutions, Finance and Financial Management Services
Credit Suisse Securities (USA) LLC September 2015 - Present
Credit Suisse AG, Singapore Branch April 2010 - August 2015
National Institute of Education, Singapore March 2009 - December 2009
Insular Investment & Trust Corporation May 2008 - February 2009
Skills
Management, Corporate Finance, Financial Analysis, Portfolio Management, FX Options, Analysis, Trading, Investments, Financial Modeling, Finance, Data Analysis, Credit Analysis, Account Reconciliation, Options, Research, SPSS, Settlement, SAP, Statistics, Qualitative Research
Education
De La Salle University 2003 — 2007
BS in Applied Economics, Applied Economics
De La Salle University 2003 — 2007
BS in Commerce Major in Management of Financial Institutions, Finance and Financial Management Services
Glenn Medwar's Credit Suisse Securities (USA) LLC Experience March 2005 - August 2008
Job Investment Banking & Credit Investment Professional
Industry Financial Services
Experience
CRT Capital Group Managing DirectorFBR Capital Markets & Co.June 2010 - December 2011
Moore Capital Management, LP / Amherst Securities Group, LP August 2008 - June 2010
Credit Suisse Securities (USA) LLC March 2005 - August 2008
RBC Capital Markets Corp. April 2003 - March 2005
Lehman Brothers Inc. June 1998 - December 2002
Camp Dresser & McKee Inc. January 1991 - August 1996
Skills
Leveraged Finance, Private Equity, Hedge Funds, Investment Banking, LBO, M&A, Strategic Advisory, Corporate Finance, Credit Analysis, Capital Markets, Syndications, High Yield, Loans, Credit Portfolio...
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA
University of Massachusetts, Amherst 1986 — 1991
BS
CRT Capital Group Managing DirectorFBR Capital Markets & Co.June 2010 - December 2011
Moore Capital Management, LP / Amherst Securities Group, LP August 2008 - June 2010
Credit Suisse Securities (USA) LLC March 2005 - August 2008
RBC Capital Markets Corp. April 2003 - March 2005
Lehman Brothers Inc. June 1998 - December 2002
Camp Dresser & McKee Inc. January 1991 - August 1996
Skills
Leveraged Finance, Private Equity, Hedge Funds, Investment Banking, LBO, M&A, Strategic Advisory, Corporate Finance, Credit Analysis, Capital Markets, Syndications, High Yield, Loans, Credit Portfolio...
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA
University of Massachusetts, Amherst 1986 — 1991
BS
Liz Strickler Cannon's Credit Suisse Securities (USA) LLC Experience October 2014 - Present
Job Relationship Associate with Credit Suisse
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC October 2014 - Present
Currie & Co. Travels Unlimited March 2013 - October 2014
Credit Suisse January 2005 - April 2013
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA
Trinity College-Hartford 2000 — 2004
Credit Suisse Securities (USA) LLC October 2014 - Present
Currie & Co. Travels Unlimited March 2013 - October 2014
Credit Suisse January 2005 - April 2013
Education
University of Georgia - Terry College of Business 2009 — 2011
MBA
Trinity College-Hartford 2000 — 2004
Cindy Parker's Credit Suisse Securities (USA) LLC Experience May 2011 - Present
Job at Credit Suisse Securities (USA) LLC
Industry Investment Management
Experience
Credit Suisse Securities (USA) LLC May 2011 - Present
Nan's Notes May 2003 - June 2012
A.G. Edwards October 2001 - May 2003
PricewaterhouseCoopers January 2000 - May 2001
Education
Clemson University 1995 — 1999
Bachelors, Accounting
Credit Suisse Securities (USA) LLC May 2011 - Present
Nan's Notes May 2003 - June 2012
A.G. Edwards October 2001 - May 2003
PricewaterhouseCoopers January 2000 - May 2001
Education
Clemson University 1995 — 1999
Bachelors, Accounting
Kristen Essek's Credit Suisse Securities (USA) LLC Experience January 2006 - April 2006
Job Senior Recruiter Deutsche Bank
Industry Banking
Experience
Deutsche Bank (through Advantage xPO) October 2014 - Present
QBE North America April 2013 - October 2014
Credit Suisse April 2008 - February 2013
Strategic Workforce Solutions April 2006 - April 2008
Credit Suisse Securities (USA) LLC January 2006 - April 2006
The BISYS Group, Inc February 2005 - January 2006
Skills
Onboarding, Talent Acquisition, Recruiting, Human Resources, Employee Relations, Interviews, Payroll, Employee Benefits, Deferred Compensation, HR Policies
Education
University of Pittsburgh 1998 — 2002
Bachelor of Arts, Criminal Justice
Deutsche Bank (through Advantage xPO) October 2014 - Present
QBE North America April 2013 - October 2014
Credit Suisse April 2008 - February 2013
Strategic Workforce Solutions April 2006 - April 2008
Credit Suisse Securities (USA) LLC January 2006 - April 2006
The BISYS Group, Inc February 2005 - January 2006
Skills
Onboarding, Talent Acquisition, Recruiting, Human Resources, Employee Relations, Interviews, Payroll, Employee Benefits, Deferred Compensation, HR Policies
Education
University of Pittsburgh 1998 — 2002
Bachelor of Arts, Criminal Justice
Edina Begic-Falco's Credit Suisse Securities (USA) LLC Experience September 2008 - March 2011
Job Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York March 2011 - Present
Credit Suisse Securities (USA) LLC September 2008 - March 2011
Credit Suisse Securities (USA) LLC October 2006 - September 2008
Skills
AML, USA PATRIOT Act, OFAC, Due Diligence, Internal Audit, Regulations, Asset Management, Financial Regulation, Securities, KYC, Corporate Governance, Payments, Sanction, Financial Risk, Anti Money Laundering, Risk Management
Education
Hofstra University School of Law 2001 — 2004
JD, Law
New York University, College of Arts and Science, New York, NY 1997 — 2001
Bachelor of Arts, Major: Psychology; Minor: Political Science
Federal Reserve Bank of New York March 2011 - Present
Credit Suisse Securities (USA) LLC September 2008 - March 2011
Credit Suisse Securities (USA) LLC October 2006 - September 2008
Skills
AML, USA PATRIOT Act, OFAC, Due Diligence, Internal Audit, Regulations, Asset Management, Financial Regulation, Securities, KYC, Corporate Governance, Payments, Sanction, Financial Risk, Anti Money Laundering, Risk Management
Education
Hofstra University School of Law 2001 — 2004
JD, Law
New York University, College of Arts and Science, New York, NY 1997 — 2001
Bachelor of Arts, Major: Psychology; Minor: Political Science
John V. Hunt's Credit Suisse Securities (USA) LLC Experience 1996 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
VendorPass October 2012 - October 2013
Credit Suisse 2001 - 2011
Credit Suisse Securities USA, LLC 1996 - 2001
Credit Suisse May 1993 - December 1995
Richmond County Savings Bank 1991 - 1993
Skills
Derivatives, Equities, Securities, Hedge Funds, Process Improvement, Capital Markets, Trading, CRM, Prime Brokerage, Fixed Income, Middle Office, Investment Banking, Management, Series 7, Electronic Trading
Education
SUNY Geneseo 1987 — 1989
B.A.
Monsignor Farrell High School
St Joseph St Thomas
VendorPass October 2012 - October 2013
Credit Suisse 2001 - 2011
Credit Suisse Securities USA, LLC 1996 - 2001
Credit Suisse May 1993 - December 1995
Richmond County Savings Bank 1991 - 1993
Skills
Derivatives, Equities, Securities, Hedge Funds, Process Improvement, Capital Markets, Trading, CRM, Prime Brokerage, Fixed Income, Middle Office, Investment Banking, Management, Series 7, Electronic Trading
Education
SUNY Geneseo 1987 — 1989
B.A.
Monsignor Farrell High School
St Joseph St Thomas
Timothy Stanish's Credit Suisse Securities (USA) LLC Experience October 2008 - December 2008
Job Managing Director and Global Head of Fundamental Research at EVA DIMENSIONS LLC
Industry Investment Management
Experience
EVA DIMENSIONS LLC February 2012 - Present
Harrier Capital Advisors, LLC March 2010 - September 2011
CREDIT SUISSE SECURITIES (USA) LLC October 2008 - December 2008
SABA PRINCIPAL STRATEGIES (Deutsche Bank) February 2007 - September 2008
Credit Suisse 2005 - 2007
Credit Suisse 2002 - 2005
Credit Suisse 2000 - 2002
PwC 1997 - 2000
Skills
Valuation, Investment Banking, Equities, Investments, Product Marketing, Options, Fundamental Analysis, Portfolio Management, Securities, Finance
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration, Finance and Accounting
Hamilton College 1993 — 1997
Bachelor of Arts, English
EVA DIMENSIONS LLC February 2012 - Present
Harrier Capital Advisors, LLC March 2010 - September 2011
CREDIT SUISSE SECURITIES (USA) LLC October 2008 - December 2008
SABA PRINCIPAL STRATEGIES (Deutsche Bank) February 2007 - September 2008
Credit Suisse 2005 - 2007
Credit Suisse 2002 - 2005
Credit Suisse 2000 - 2002
PwC 1997 - 2000
Skills
Valuation, Investment Banking, Equities, Investments, Product Marketing, Options, Fundamental Analysis, Portfolio Management, Securities, Finance
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
Master of Business Administration, Finance and Accounting
Hamilton College 1993 — 1997
Bachelor of Arts, English
Stuart Kagan's Credit Suisse Securities (USA) LLC Experience March 2012 - March 2013
Job Principal at Brownstone Abstract and Title Agency
Industry Real Estate
Experience
Brownstone Abstract and Title Agency May 2013 - Present
Simpson Thacher & Bartlett LLP February 2011 - April 2013
Credit Suisse Securities (USA) LLC March 2012 - March 2013
Sidley Austin LLP September 2006 - January 2011
Education
Brooklyn Law School 2002 — 2006
Doctor of Law (J.D.), Law
Ner Israel Rabbinical College 1996 — 2000
Bachelor of Talmudic Law
Brownstone Abstract and Title Agency May 2013 - Present
Simpson Thacher & Bartlett LLP February 2011 - April 2013
Credit Suisse Securities (USA) LLC March 2012 - March 2013
Sidley Austin LLP September 2006 - January 2011
Education
Brooklyn Law School 2002 — 2006
Doctor of Law (J.D.), Law
Ner Israel Rabbinical College 1996 — 2000
Bachelor of Talmudic Law
Samantha Lamin's Credit Suisse Securities (USA) LLC Experience January 2008 - Present
Job Relationship Associate at Credit Suisse Securities USA LLC
Industry Financial Services
Experience
Credit Suisse Securities USA LLC January 2008 - Present
Wachovia Securities LLC February 2001 - January 2008
Fleet Bank February 1999 - February 2001
Skills
Series 7, series 66, Broker-Dealer, Customer Service, Operations Management, Private Banking, Retail Banking, Trading
Education
Johnson and Wales University 1996 — 2000
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Boston Latin Academy 1990 — 1996
Credit Suisse Securities USA LLC January 2008 - Present
Wachovia Securities LLC February 2001 - January 2008
Fleet Bank February 1999 - February 2001
Skills
Series 7, series 66, Broker-Dealer, Customer Service, Operations Management, Private Banking, Retail Banking, Trading
Education
Johnson and Wales University 1996 — 2000
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Boston Latin Academy 1990 — 1996
Salvatore Seguna's Credit Suisse Securities (USA) LLC Experience January 2006 - Present
Job Director at Credit Suisse Securities (USA) LLC
Industry Capital Markets
Experience
Credit Suisse Securities (USA) LLC January 2006 - Present
Citigroup Global Capital Markets July 2003 - December 2005
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), International Relations, French, Chinese
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (B.S.), Economics, Finance
Credit Suisse Securities (USA) LLC January 2006 - Present
Citigroup Global Capital Markets July 2003 - December 2005
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), International Relations, French, Chinese
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (B.S.), Economics, Finance
Ira Negin's Credit Suisse Securities (USA) LLC Experience July 1979 - May 2014
Job Retired
Industry Financial Services
Experience
' May 2014 - Present
Credit Suisse Securities (USA) LLC July 1979 - May 2014
Arthur Andersen & Co. August 1977 - June 1979
Skills
Equities, Investment Banking, Capital Markets, Business Strategy, Banking, Business Analysis, Strategic Financial..., Finance, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance and Accounting
Lafayette College 1971 — 1975
Bachelor of Arts (BA), Mathematics
' May 2014 - Present
Credit Suisse Securities (USA) LLC July 1979 - May 2014
Arthur Andersen & Co. August 1977 - June 1979
Skills
Equities, Investment Banking, Capital Markets, Business Strategy, Banking, Business Analysis, Strategic Financial..., Finance, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 1975 — 1977
Master of Business Administration (MBA), Finance and Accounting
Lafayette College 1971 — 1975
Bachelor of Arts (BA), Mathematics
Janice Woodall's Credit Suisse Securities (USA) LLC Experience 1991 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Credit Suisse Securities (USA) LLC 1991 - 2014
Skills
Equities, Client Relations Skills, Customer Service, Confidentiality, Administrative Work, Outlook, Concur, Organization, Highly Detailed, Travel Planning, Expense Reports, Calendars, Problem Solving, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Series 7, Series 63, Mutual Funds, Employee Stock Options, Event Planning
Education
Greenville High School
Navarro College
4.0
Tyler Junior College
Credit Suisse Securities (USA) LLC 1991 - 2014
Skills
Equities, Client Relations Skills, Customer Service, Confidentiality, Administrative Work, Outlook, Concur, Organization, Highly Detailed, Travel Planning, Expense Reports, Calendars, Problem Solving, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Series 7, Series 63, Mutual Funds, Employee Stock Options, Event Planning
Education
Greenville High School
Navarro College
4.0
Tyler Junior College
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial