CLSA Company
Industry: Capital market company
DescriptionCLSA Ltd. is a capital markets and investment group focused on alternative investment, asset management, corporate finance and capital markets, securities and wealth management for corporate and institutional clients around the world. Headquarters: Hong Kong Parent organization: CITIC Securities Number of employees: 1,800 (2018) Founded: 1986, Hong Kong Number of locations: 20 (2018) Subsidiaries: Calyon Securities (USA) Inc., PT CLSA Indonesia,
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CLSA Employees
Employee
Years
Job
Industry
Robert Eberley Robert Eberley's CLSA Experience January 1995 - August 2000
Job Private Client Advisor U.S. Trust
Industry Banking
Experience
U.S. Trust December 2014 - Present
Mountain Creek Resort November 2014 - Present
JP Morgan May 2011 - December 2014
Strategic Consulting January 2009 - May 2011
Axion Capital Management 2002 - 2007
CLSA January 1995 - August 2000
Skills
Securities, Options, Financial Structuring, Corporate Finance, Equity Trading, Investment Management, Structured Products, Fund Of Funds, Hedge Funds, Investment Banking, Series 7, Asset Allocation, Trading Systems, Venture Capital, Investment Strategies, Equities, Strategic Planning, Financial Analysis
Education
Landmark Forum
Penn State University
U.S. Trust December 2014 - Present
Mountain Creek Resort November 2014 - Present
JP Morgan May 2011 - December 2014
Strategic Consulting January 2009 - May 2011
Axion Capital Management 2002 - 2007
CLSA January 1995 - August 2000
Skills
Securities, Options, Financial Structuring, Corporate Finance, Equity Trading, Investment Management, Structured Products, Fund Of Funds, Hedge Funds, Investment Banking, Series 7, Asset Allocation, Trading Systems, Venture Capital, Investment Strategies, Equities, Strategic Planning, Financial Analysis
Education
Landmark Forum
Penn State University
Yunzhuo Zhou Yunzhuo Zhou's CLSA Experience September 2011 - March 2012
Job Teachers college, Columbia University
Industry Education Management
Experience
Industrial and Commercial Bank of China, New York April 2015 - June 2015
CLSA September 2011 - March 2012
Hillhouse Capital (高瓴资本) January 2011 - January 2011
Changyu Pioneer Wine Company Limited July 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Microsoft Word, PowerPoint, Wind, Marketing, Euromonitor, SPSS, R
Education
Teachers College of Columbia University 2013 — 2015
Master's degree, Economics and Education
Drexel University - College of Business and Administration 2009 — 2013
Bachelor of Science in Business Administration, Finance, General
Industrial and Commercial Bank of China, New York April 2015 - June 2015
CLSA September 2011 - March 2012
Hillhouse Capital (高瓴资本) January 2011 - January 2011
Changyu Pioneer Wine Company Limited July 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Microsoft Word, PowerPoint, Wind, Marketing, Euromonitor, SPSS, R
Education
Teachers College of Columbia University 2013 — 2015
Master's degree, Economics and Education
Drexel University - College of Business and Administration 2009 — 2013
Bachelor of Science in Business Administration, Finance, General
Jared Stein Jared Stein's CLSA Experience September 2009 - August 2011
Job Co Founder & CEO at Mitty's Soup
Industry Capital Markets
Experience
Mitty's Soup January 2015 - Present
JSFit Consulting February 2014 - Present
CityRow 2014 - Present
Flywheel Sports August 2013 - Present
National Basketball Assocication January 2013 - January 2014
Redburn Partners April 2012 - September 2012
Church & Dwight September 2011 - April 2012
CLSA September 2009 - August 2011
LYNX Capital January 2009 - October 2009
CLSA May 2007 - August 2007
Skills
Series 7, Equities, Trading, Technical Analysis, FX, Bloomberg, Excel, FX Options, Financial Analysis, Commodity, Equity Research, Hedging, Currency, Strategy, Economics
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Finance, General
York College of Pennsylvania 2004 — 2008
B.S; B.S, Finance; Economics
Manalapan High School 2000 — 2004
Mitty's Soup January 2015 - Present
JSFit Consulting February 2014 - Present
CityRow 2014 - Present
Flywheel Sports August 2013 - Present
National Basketball Assocication January 2013 - January 2014
Redburn Partners April 2012 - September 2012
Church & Dwight September 2011 - April 2012
CLSA September 2009 - August 2011
LYNX Capital January 2009 - October 2009
CLSA May 2007 - August 2007
Skills
Series 7, Equities, Trading, Technical Analysis, FX, Bloomberg, Excel, FX Options, Financial Analysis, Commodity, Equity Research, Hedging, Currency, Strategy, Economics
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA), Finance, General
York College of Pennsylvania 2004 — 2008
B.S; B.S, Finance; Economics
Manalapan High School 2000 — 2004
Sean Kerr Sean Kerr's CLSA Experience 2010 - 2010
Job Consultant at The Ripples Group
Industry Management Consulting
Experience
The Ripples Group September 2014 - Present
Pioneer Natural Resources Company October 2013 - September 2014
Kerry Group March 2013 - June 2013
CLSA 2010 - 2010
Skills
Chinese, Japanese, Finance, Programming, Microsoft Excel, Investments, History, Asia Pacific, East Asian Studies, Writing, American Politics, Financial Modeling, Chinese culture, Research
Education
Harvard College 2010 — 2013
Bachelor of Arts (B.A.), East Asian Languages and Civilizations
Washington and Lee University 2008 — 2010
East Asian Studies
The Ripples Group September 2014 - Present
Pioneer Natural Resources Company October 2013 - September 2014
Kerry Group March 2013 - June 2013
CLSA 2010 - 2010
Skills
Chinese, Japanese, Finance, Programming, Microsoft Excel, Investments, History, Asia Pacific, East Asian Studies, Writing, American Politics, Financial Modeling, Chinese culture, Research
Education
Harvard College 2010 — 2013
Bachelor of Arts (B.A.), East Asian Languages and Civilizations
Washington and Lee University 2008 — 2010
East Asian Studies
Tomar Sarvis Tomar Sarvis's CLSA Experience September 2012 - Present
Job Sr. Systems Engineer at CLSA
Industry Utilities
Experience
CLSA September 2012 - Present
NYSE Euronext November 2011 - September 2012
Con Edison November 2008 - November 2011
W. O'Donnell Consulting, Inc. November 2006 - November 2008
Rosenthal & Rosenthal August 2005 - November 2006
Skills
Active Directory, Windows Server, DNS, VMware, Servers, DHCP, Microsoft Exchange, VMware ESX, TCP/IP, Cisco Technologies, VPN, XP, Firewalls, Group Policy, Switches, Data Center, Technical Support, Troubleshooting, Microsoft SQL Server, SCCM, Hardware, Infrastructure, Networking, HP, Symantec Endpoint..., Virtualization, vSphere, VMware Infrastructure, Windows, System Administration, Server Architecture, Sonicwall, NetApp
Education
Hofstra University 1999 — 2003
BBA, Computer Information Systems
The Peddie School 1994 — 1999
Bachelor of Business Administration (BBA), Business Computer Information Systems
CLSA September 2012 - Present
NYSE Euronext November 2011 - September 2012
Con Edison November 2008 - November 2011
W. O'Donnell Consulting, Inc. November 2006 - November 2008
Rosenthal & Rosenthal August 2005 - November 2006
Skills
Active Directory, Windows Server, DNS, VMware, Servers, DHCP, Microsoft Exchange, VMware ESX, TCP/IP, Cisco Technologies, VPN, XP, Firewalls, Group Policy, Switches, Data Center, Technical Support, Troubleshooting, Microsoft SQL Server, SCCM, Hardware, Infrastructure, Networking, HP, Symantec Endpoint..., Virtualization, vSphere, VMware Infrastructure, Windows, System Administration, Server Architecture, Sonicwall, NetApp
Education
Hofstra University 1999 — 2003
BBA, Computer Information Systems
The Peddie School 1994 — 1999
Bachelor of Business Administration (BBA), Business Computer Information Systems
Patrick N. Miller Patrick N. Miller's CLSA Experience 2006 - 2009
Job Executive Director at Daiwa Capital Markets
Industry Investment Banking
Experience
Daiwa Capital Markets March 2013 - Present
Standard Chartered Bank 2010 - 2012
CLSA 2006 - 2009
UOB Kay Hian 2005 - 2006
Lightwave Solutions, Inc 2002 - 2005
FB Gemini Capital, Limited 2000 - 2002
Skills
International Equities, Mandarin, Emerging Markets, Investments, Institutional Sales, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Equity Valuation, Series 7, Series 63, Portfolio Management, Equities, Securities, Commodity, Equity Capital Markets, Financial Markets, Equity Research, Asset Managment, Financial Modeling, Investment Strategies, Valuation, Investment Management, Relationship Management, Business Strategy, Asset Management, Asset Allocation
Education
College of Charleston 1988 — 1992
BS, Political Science and International Relations
Daiwa Capital Markets March 2013 - Present
Standard Chartered Bank 2010 - 2012
CLSA 2006 - 2009
UOB Kay Hian 2005 - 2006
Lightwave Solutions, Inc 2002 - 2005
FB Gemini Capital, Limited 2000 - 2002
Skills
International Equities, Mandarin, Emerging Markets, Investments, Institutional Sales, Hedge Funds, Investment Banking, Capital Markets, Financial Analysis, Equity Valuation, Series 7, Series 63, Portfolio Management, Equities, Securities, Commodity, Equity Capital Markets, Financial Markets, Equity Research, Asset Managment, Financial Modeling, Investment Strategies, Valuation, Investment Management, Relationship Management, Business Strategy, Asset Management, Asset Allocation
Education
College of Charleston 1988 — 1992
BS, Political Science and International Relations
Mattan Lurie Mattan Lurie's CLSA Experience 2005 - 2006
Job .
Industry Venture Capital & Private Equity
Experience
Citibank 2009 - 2011
Hony Capital (China's top private equity firm 2006 - 2009
CLSA 2005 - 2006
Escalate 2000 - 2001
Skills
Hedge Funds, Prime Brokerage, Value Investing, Private Equity, Alternative Investments, Capital Raising, Deal Sourcing, Capital, Growth Capital, Emerging Markets, Venture Capital, Fund Of Funds, Investor Relations, Investment Banking, Corporate Development
Education
UCLA Anderson School of Management 2003 — 2005
MBA, Finance & Entrepreneurship
Fudan University 2003 — 2003
Mandarin Intensive Studies
UC Berkeley 1995 — 1999
BA with High Honors
Beverly Hills High School 1991 — 1995
Citibank 2009 - 2011
Hony Capital (China's top private equity firm 2006 - 2009
CLSA 2005 - 2006
Escalate 2000 - 2001
Skills
Hedge Funds, Prime Brokerage, Value Investing, Private Equity, Alternative Investments, Capital Raising, Deal Sourcing, Capital, Growth Capital, Emerging Markets, Venture Capital, Fund Of Funds, Investor Relations, Investment Banking, Corporate Development
Education
UCLA Anderson School of Management 2003 — 2005
MBA, Finance & Entrepreneurship
Fudan University 2003 — 2003
Mandarin Intensive Studies
UC Berkeley 1995 — 1999
BA with High Honors
Beverly Hills High School 1991 — 1995
Sena Lee Sena Lee's CLSA Experience 2006 - 2007
Job Marketing Manager at MISSHA US, INC
Industry Financial Services
Experience
Puppet Heap LLC April 2013 - March 2015
CJ Corporation April 2011 - June 2011
JANDA USA March 2008 - March 2011
Korea Development Institute (KDI) 2011 - 2011
CLSA 2006 - 2007
Credit Suisse May 2005 - November 2006
Ministry of Foreign Affairs, Republic of Korea 2005 - 2005
Merrill Lynch June 2003 - August 2003
UNICEF June 2002 - August 2002
Skills
Finance, Business Development, Equities, Management Consulting, Financial Services, SPSS, Corporate Finance, Derivatives, Communication, Strategic Communications, Negotiation, Conflict Resolution, Mediation, Psychology, HR Policies, Foreign Policy, International Sales, Trading, Research, Strategy, Emerging Markets, International Relations, Training, Marketing, Market Research
Education
Columbia University in the City of New York 2011 — 2013
Master's Degree, Negotiation and Conflict Resolution
The College of William and Mary 2000 — 2004
BA, Psychology, Marketing
Puppet Heap LLC April 2013 - March 2015
CJ Corporation April 2011 - June 2011
JANDA USA March 2008 - March 2011
Korea Development Institute (KDI) 2011 - 2011
CLSA 2006 - 2007
Credit Suisse May 2005 - November 2006
Ministry of Foreign Affairs, Republic of Korea 2005 - 2005
Merrill Lynch June 2003 - August 2003
UNICEF June 2002 - August 2002
Skills
Finance, Business Development, Equities, Management Consulting, Financial Services, SPSS, Corporate Finance, Derivatives, Communication, Strategic Communications, Negotiation, Conflict Resolution, Mediation, Psychology, HR Policies, Foreign Policy, International Sales, Trading, Research, Strategy, Emerging Markets, International Relations, Training, Marketing, Market Research
Education
Columbia University in the City of New York 2011 — 2013
Master's Degree, Negotiation and Conflict Resolution
The College of William and Mary 2000 — 2004
BA, Psychology, Marketing
Olivia Mengyun Tang Olivia Mengyun Tang's CLSA Experience June 2009 - August 2009
Job Associate at Morrison & Foerster LLP
Industry Law Practice
Experience
Morrison & Foerster LLP November 2014 - Present
Morrison & Foerster LLP May 2013 - August 2013
U.S. District Court, C.D. CA May 2012 - July 2012
CLSA June 2009 - August 2009
Daiwa Capital Markets Hong Kong Limited July 2008 - August 2008
Education
Cornell Law School 2011 — 2014
Doctor of Law (J.D.), cum laude
Mount Holyoke College 2007 — 2011
Bachelor of Arts (B.A.), History, Economics
Morrison & Foerster LLP November 2014 - Present
Morrison & Foerster LLP May 2013 - August 2013
U.S. District Court, C.D. CA May 2012 - July 2012
CLSA June 2009 - August 2009
Daiwa Capital Markets Hong Kong Limited July 2008 - August 2008
Education
Cornell Law School 2011 — 2014
Doctor of Law (J.D.), cum laude
Mount Holyoke College 2007 — 2011
Bachelor of Arts (B.A.), History, Economics
Alexandra Dong's CLSA Experience May 2007 - August 2007
Job Product Manager at MA Labs
Industry Computer Hardware
Experience
MA Labs March 2011 - Present
Super Micro Computer, Inc December 2008 - March 2011
CLSA May 2007 - August 2007
Watson Wyatt Worldwide June 2006 - August 2006
Skills
Strategy, Market Research, CRM, B2B, Telecommunications, Lead Generation, Storage, Product Management, Statistics, Product Marketing, Marketing Communications, Research, Data Center, Microsoft Excel, Qualitative Research, PowerPoint, Business Development, Competitive Analysis
Education
Stanford University 2007 — 2008
M.A., International Comparative Education
Fudan University 2003 — 2007
B.A., English Language and Literature
MA Labs March 2011 - Present
Super Micro Computer, Inc December 2008 - March 2011
CLSA May 2007 - August 2007
Watson Wyatt Worldwide June 2006 - August 2006
Skills
Strategy, Market Research, CRM, B2B, Telecommunications, Lead Generation, Storage, Product Management, Statistics, Product Marketing, Marketing Communications, Research, Data Center, Microsoft Excel, Qualitative Research, PowerPoint, Business Development, Competitive Analysis
Education
Stanford University 2007 — 2008
M.A., International Comparative Education
Fudan University 2003 — 2007
B.A., English Language and Literature
Irene Kim Irene Kim's CLSA Experience November 2006 - July 2012
Job MBA candidate at UCLA Anderson School of Business
Industry Financial Services
Experience
American Century Investments June 2015 - August 2015
SS Packaging August 2012 - June 2014
CLSA November 2006 - July 2012
Macquarie Group January 2006 - November 2006
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Equities, Bloomberg, Investments
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
Ewha Womans University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
American Century Investments June 2015 - August 2015
SS Packaging August 2012 - June 2014
CLSA November 2006 - July 2012
Macquarie Group January 2006 - November 2006
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Equities, Bloomberg, Investments
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
Ewha Womans University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Tosto John Tosto's CLSA Experience 2015 - 2015
Job Survey Party Chief at City of Los Angeles
Industry Government Administration
Experience
City of Los Angeles January 2013 - Present
CLSA 2015 - 2015
CLSA 2015 - 2015
California Spatial Reference Center 2012 - 2014
Skills
Local Government, Policy Analysis, AutoCAD, Public Policy, Geomatics, GPS, Topographic Surveys, Microsoft Office, GIS, Program Management, Public Administration, Policy, Land Development, Government, Community Outreach, Nonprofits, Research, Economic Development, AutoCAD Civil 3D, Management, Boundary
Education
CSU Fresno
Bachelor’s Degree, Geomatics Engineering
Santiago Canyon College
City of Los Angeles January 2013 - Present
CLSA 2015 - 2015
CLSA 2015 - 2015
California Spatial Reference Center 2012 - 2014
Skills
Local Government, Policy Analysis, AutoCAD, Public Policy, Geomatics, GPS, Topographic Surveys, Microsoft Office, GIS, Program Management, Public Administration, Policy, Land Development, Government, Community Outreach, Nonprofits, Research, Economic Development, AutoCAD Civil 3D, Management, Boundary
Education
CSU Fresno
Bachelor’s Degree, Geomatics Engineering
Santiago Canyon College
Francis Seow, CFA's CLSA Experience August 2005 - May 2007
Job Regional Head, Institutional Sales
Industry Financial Services
Experience
Maybank Kim Eng Securities August 2012 - Present
KBW January 2010 - August 2012
J.P. Morgan May 2007 - July 2009
CLSA August 2005 - May 2007
Skills
Equities, Financial Markets, Equity Research, Capital Markets, Investment Banking, Investments
Education
The University of British Columbia 1991 — 1995
Bachelor of Commerce (B.Com.), Finance
Maybank Kim Eng Securities August 2012 - Present
KBW January 2010 - August 2012
J.P. Morgan May 2007 - July 2009
CLSA August 2005 - May 2007
Skills
Equities, Financial Markets, Equity Research, Capital Markets, Investment Banking, Investments
Education
The University of British Columbia 1991 — 1995
Bachelor of Commerce (B.Com.), Finance
Kate Blanton Kate Blanton's CLSA Experience October 2011 - April 2013
Job Equity Research Associate at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2013 - Present
CLSA October 2011 - April 2013
Gleacher & Company January 2011 - August 2011
Tufts University September 2008 - February 2011
ZOLL Medical Corporation June 2007 - August 2007
Skills
Series 7, 63, 86 and 87..., Bloomberg, Lifesciences, Financial Modeling, Financial Analysis, Due Diligence, Equities, Equity Research, Research, Data Analysis, Valuation
Education
Tufts University 2008 — 2010
M.S., Biomedical Engineering
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program, Highly selective program that provided strong introduction to accounting, corporate finance, financi
Trinity College-Hartford 2004 — 2008
B.S., Engineering (Biomedical Concentration)
Middlesex School 2000 — 2004
H.S. Diploma
Jefferies & Company May 2013 - Present
CLSA October 2011 - April 2013
Gleacher & Company January 2011 - August 2011
Tufts University September 2008 - February 2011
ZOLL Medical Corporation June 2007 - August 2007
Skills
Series 7, 63, 86 and 87..., Bloomberg, Lifesciences, Financial Modeling, Financial Analysis, Due Diligence, Equities, Equity Research, Research, Data Analysis, Valuation
Education
Tufts University 2008 — 2010
M.S., Biomedical Engineering
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program, Highly selective program that provided strong introduction to accounting, corporate finance, financi
Trinity College-Hartford 2004 — 2008
B.S., Engineering (Biomedical Concentration)
Middlesex School 2000 — 2004
H.S. Diploma
Liz Barnum Liz Barnum's CLSA Experience 2009 - 2010
Job Senior Product Manager at Instacart
Industry Information Technology and Services
Experience
Instacart 2014 - Present
Amazon 2013 - 2014
Amazon 2012 - 2013
W Venture Partners 2010 - 2012
Lot18 2011 - 2011
Investor Growth Capital 2011 - 2011
ENIAC Ventures 2010 - 2011
CLSA 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
Strategy, Product Management, Start-ups, Valuation, Entrepreneurship, Financial Modeling, Venture Capital, Competitive Analysis, Strategic Partnerships, Private Equity, E-commerce, Analytics, Mobile Devices
Education
Azusa Pacific University
Bachelor’s Degree, International Business
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Operations and Marketing
Instacart 2014 - Present
Amazon 2013 - 2014
Amazon 2012 - 2013
W Venture Partners 2010 - 2012
Lot18 2011 - 2011
Investor Growth Capital 2011 - 2011
ENIAC Ventures 2010 - 2011
CLSA 2009 - 2010
Merrill Lynch 2007 - 2009
Skills
Strategy, Product Management, Start-ups, Valuation, Entrepreneurship, Financial Modeling, Venture Capital, Competitive Analysis, Strategic Partnerships, Private Equity, E-commerce, Analytics, Mobile Devices
Education
Azusa Pacific University
Bachelor’s Degree, International Business
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Operations and Marketing
Leonard DeProspo, CFA Leonard DeProspo, CFA's CLSA Experience April 2015 - Present
Job Equity Research Associate, Vice President at CLSA
Industry Investment Management
Experience
CLSA April 2015 - Present
Sterne Agee June 2014 - March 2015
Janney Montgomery Scott May 2006 - June 2014
U.S. Trust Company July 2001 - April 2005
PricewaterhouseCoopers October 2000 - May 2001
Arthur Andersen June 1999 - July 2000
Skills
Financial Analysis, Valuation, Due Diligence, Equities, Strategy, Investments, Mergers & Acquisitions, Equity Research, Finance, Portfolio Management, Insurance, Mutual Funds, Investment Management, Strategic Planning, Hedge Funds, Forecasting, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Securities, Fixed Income, Capital Markets, Character Education, Kindness, Philanthropy, Long Distance Running, Trail Running, Personal Financial..., Investment Banking
Education
Emory University
MBA, Finance and Strategy
University of Richmond 1995 — 1999
BA/BS, Finance and International Business
Bishop Eustace 1991 — 1995
CLSA April 2015 - Present
Sterne Agee June 2014 - March 2015
Janney Montgomery Scott May 2006 - June 2014
U.S. Trust Company July 2001 - April 2005
PricewaterhouseCoopers October 2000 - May 2001
Arthur Andersen June 1999 - July 2000
Skills
Financial Analysis, Valuation, Due Diligence, Equities, Strategy, Investments, Mergers & Acquisitions, Equity Research, Finance, Portfolio Management, Insurance, Mutual Funds, Investment Management, Strategic Planning, Hedge Funds, Forecasting, Equity Valuation, Bloomberg, Financial Modeling, Series 7, Securities, Fixed Income, Capital Markets, Character Education, Kindness, Philanthropy, Long Distance Running, Trail Running, Personal Financial..., Investment Banking
Education
Emory University
MBA, Finance and Strategy
University of Richmond 1995 — 1999
BA/BS, Finance and International Business
Bishop Eustace 1991 — 1995
Andy Rothman Andy Rothman's CLSA Experience 2000 - 2014
Job Investment Strategist at Matthews International Capital Management
Industry Capital Markets
Experience
Matthews International Capital Management 2014 - Present
CLSA 2000 - 2014
US Department of State 1983 - 2000
Skills
Emerging Markets, Equities, Economics, China, Strategy
Education
Colgate University
Bachelor of Arts (B.A.)
The University of Texas at Austin - The LBJ School of Public Affairs
Master of Public Administration (MPA)
Matthews International Capital Management 2014 - Present
CLSA 2000 - 2014
US Department of State 1983 - 2000
Skills
Emerging Markets, Equities, Economics, China, Strategy
Education
Colgate University
Bachelor of Arts (B.A.)
The University of Texas at Austin - The LBJ School of Public Affairs
Master of Public Administration (MPA)
Alexis Kaplan Alexis Kaplan's CLSA Experience June 2010 - August 2010
Job Manager Travel & Lifestyle Services Finance at American Express
Industry Financial Services
Experience
American Express February 2015 - Present
American Express May 2013 - February 2015
American Express June 2011 - May 2013
CLSA June 2010 - August 2010
AJK Tutoring March 2009 - 2010
Princeton International Properties, Inc. May 2008 - August 2008
Skills
Proficient in Microsoft..., Analysis, PowerPoint, Financial Analysis, Financial Modeling, Strategy, Microsoft Office
Education
The George Washington University - School of Business 2007 — 2011
B.B.A, Finance
John Cabot University 2010 — 2010
Intermediate finance, International business
American Express February 2015 - Present
American Express May 2013 - February 2015
American Express June 2011 - May 2013
CLSA June 2010 - August 2010
AJK Tutoring March 2009 - 2010
Princeton International Properties, Inc. May 2008 - August 2008
Skills
Proficient in Microsoft..., Analysis, PowerPoint, Financial Analysis, Financial Modeling, Strategy, Microsoft Office
Education
The George Washington University - School of Business 2007 — 2011
B.B.A, Finance
John Cabot University 2010 — 2010
Intermediate finance, International business
Audrey Ma Audrey Ma's CLSA Experience July 2011 - July 2011
Job Student at Brown University
Industry Design
Experience
STUDIO KUDOS March 2015 - July 2015
Tsang Seymour September 2014 - December 2014
Monopoly Design July 2013 - August 2013
Sotheby's August 2011 - August 2011
CLSA July 2011 - July 2011
She.com July 2010 - August 2010
Skills
Graphic Design, Digital Illustration, Typography, Drawing, Painting, Sculpture, Fine Art, Character Design, Java, Writing, Bookbinding, Research, Character Animation, Adobe Creative Suite, Illustration, Illustrator, Logo Design, Microsoft Office, Photoshop
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.) Cognitive Science
Brown University 2010 — 2014
Bachelor of Arts (B.A.) Visual Arts
Benenden School 2005 — 2010
STUDIO KUDOS March 2015 - July 2015
Tsang Seymour September 2014 - December 2014
Monopoly Design July 2013 - August 2013
Sotheby's August 2011 - August 2011
CLSA July 2011 - July 2011
She.com July 2010 - August 2010
Skills
Graphic Design, Digital Illustration, Typography, Drawing, Painting, Sculpture, Fine Art, Character Design, Java, Writing, Bookbinding, Research, Character Animation, Adobe Creative Suite, Illustration, Illustrator, Logo Design, Microsoft Office, Photoshop
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.) Cognitive Science
Brown University 2010 — 2014
Bachelor of Arts (B.A.) Visual Arts
Benenden School 2005 — 2010
Junyi Li Junyi Li's CLSA Experience June 2014 - December 2014
Job Data Analytics Intern (DNA Unit) at Legal Aid Society
Industry Financial Services
Experience
Legal Aid Society September 2015 - Present
Brandeis University March 2015 - Present
Brandeis University August 2014 - December 2014
CLSA June 2014 - December 2014
Biscom January 2014 - May 2014
China Merchants Bank August 2011 - August 2012
Central University of Finance and Economics March 2011 - August 2012
Industrial and Commercial Bank of China March 2012 - May 2012
Skills
Microsoft Office, Data Analysis, Finance, Financial Modeling, Economics, Financial Analysis, Corporate Finance, Microsoft Excel, Accounting, Equity Research, Stata, Valuation, Investments, Bloomberg Terminal, Mandarin, PowerPoint, Microsoft Word, Basic analysis skills..., Derivatives, Equities, R, Matlab
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master's Degree, International Economics and Finance
University of Minnesota-Twin Cities 2012 — 2013
Exchange student, Economics and Finance
Central University of Finance and Economics 2009 — 2013
Bachelor's Degree, Finance, General
Legal Aid Society September 2015 - Present
Brandeis University March 2015 - Present
Brandeis University August 2014 - December 2014
CLSA June 2014 - December 2014
Biscom January 2014 - May 2014
China Merchants Bank August 2011 - August 2012
Central University of Finance and Economics March 2011 - August 2012
Industrial and Commercial Bank of China March 2012 - May 2012
Skills
Microsoft Office, Data Analysis, Finance, Financial Modeling, Economics, Financial Analysis, Corporate Finance, Microsoft Excel, Accounting, Equity Research, Stata, Valuation, Investments, Bloomberg Terminal, Mandarin, PowerPoint, Microsoft Word, Basic analysis skills..., Derivatives, Equities, R, Matlab
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master's Degree, International Economics and Finance
University of Minnesota-Twin Cities 2012 — 2013
Exchange student, Economics and Finance
Central University of Finance and Economics 2009 — 2013
Bachelor's Degree, Finance, General
Wentao(Winston) Zhu Wentao(Winston) Zhu's CLSA Experience May 2013 - Present
Job Graduate student from Brandeis University
Industry Financial Services
Experience
CLSA May 2013 - Present
Zolio Inc June 2013 - August 2013
Boston Digital Ventures February 2013 - May 2013
Paxton 1345 December 2012 - April 2013
Boston Digital Ventures June 2012 - February 2013
Partners HealthCare August 2012 - December 2012
Global Investment Club August 2011 - September 2012
Grainger November 2010 - December 2010
Citi August 2010 - September 2010
Haitong Securities, Asset Management Division July 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Access, Photography, Photoshop, Capital IQ, Bloomberg Software, VBA, Visual C++, Microsoft Word, Matlab, SPSS, Competitive Analysis, Financial Analysis, Microsoft Office, Equity Research, Bloomberg Terminal, Bloomberg, Corporate Finance, Accounting, Finance, Investments, Analysis, Economics, Risk Management, Portfolio Management, Investment Banking, Equities, Private Equity
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts, International Economics and Finance, 3.5
East China University of Science and Technology 2007 — 2011
Bachelor, Business Administration, 3.7
songling first school
CLSA May 2013 - Present
Zolio Inc June 2013 - August 2013
Boston Digital Ventures February 2013 - May 2013
Paxton 1345 December 2012 - April 2013
Boston Digital Ventures June 2012 - February 2013
Partners HealthCare August 2012 - December 2012
Global Investment Club August 2011 - September 2012
Grainger November 2010 - December 2010
Citi August 2010 - September 2010
Haitong Securities, Asset Management Division July 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Access, Photography, Photoshop, Capital IQ, Bloomberg Software, VBA, Visual C++, Microsoft Word, Matlab, SPSS, Competitive Analysis, Financial Analysis, Microsoft Office, Equity Research, Bloomberg Terminal, Bloomberg, Corporate Finance, Accounting, Finance, Investments, Analysis, Economics, Risk Management, Portfolio Management, Investment Banking, Equities, Private Equity
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
Master of Arts, International Economics and Finance, 3.5
East China University of Science and Technology 2007 — 2011
Bachelor, Business Administration, 3.7
songling first school
Nicole Lina Jones's CLSA Experience May 2015 - Present
Job Institutional Equity Sales Intern at CLSA
Industry Primary/Secondary Education
Experience
Northeastern University Student Value Fund January 2015 - Present
Northeastern University July 2014 - Present
CLSA May 2015 - Present
Deerfield Academy January 2014 - May 2014
Deerfield Academy September 2012 - May 2014
Allendale Columbia School July 2012 - August 2012
YMCA June 2012 - August 2012
Shattuck Saint Mary's September 2010 - June 2012
Skills
Public Speaking, Teaching, Entrepreneurship, Financial Analysis, Sports, Microsoft Office, Marketing Communications, Spanish-speaking, Creative Writing, Business Planning, Modern Standard Arabic, New Business Development, Proposal Writing, Finacial Management
Education
Northeastern University 2014 — 2018
Deerfield Academy 2012 — 2014
Shattuck Saint Mary's School 2010 — 2012
Northeastern University Student Value Fund January 2015 - Present
Northeastern University July 2014 - Present
CLSA May 2015 - Present
Deerfield Academy January 2014 - May 2014
Deerfield Academy September 2012 - May 2014
Allendale Columbia School July 2012 - August 2012
YMCA June 2012 - August 2012
Shattuck Saint Mary's September 2010 - June 2012
Skills
Public Speaking, Teaching, Entrepreneurship, Financial Analysis, Sports, Microsoft Office, Marketing Communications, Spanish-speaking, Creative Writing, Business Planning, Modern Standard Arabic, New Business Development, Proposal Writing, Finacial Management
Education
Northeastern University 2014 — 2018
Deerfield Academy 2012 — 2014
Shattuck Saint Mary's School 2010 — 2012
Lee Meyer's CLSA Experience June 1999 - March 2004
Job Small cap international technology research
Industry Financial Services
Experience
Lord, Abbett & Co. LLC January 2015 - Present
Global Technology Investor November 2011 - January 2015
J.P. Morgan March 2004 - November 2011
CLSA June 1999 - March 2004
CLSA December 1996 - May 1999
JIH SUN Securities Investment Consulting December 1994 - November 1996
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Bloomberg, Investment Banking, Emerging Markets, Derivatives, Alternative Investments, Fixed Income, Valuation, Investment Management, Financial Markets, Equity Derivatives, Asset Management
Education
Monmouth University 1990 — 1993
Bachelor of Science (B.S.), Finance, General
Oberlin College 1988 — 1989
Bachelor's Degree
Lord, Abbett & Co. LLC January 2015 - Present
Global Technology Investor November 2011 - January 2015
J.P. Morgan March 2004 - November 2011
CLSA June 1999 - March 2004
CLSA December 1996 - May 1999
JIH SUN Securities Investment Consulting December 1994 - November 1996
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Bloomberg, Investment Banking, Emerging Markets, Derivatives, Alternative Investments, Fixed Income, Valuation, Investment Management, Financial Markets, Equity Derivatives, Asset Management
Education
Monmouth University 1990 — 1993
Bachelor of Science (B.S.), Finance, General
Oberlin College 1988 — 1989
Bachelor's Degree
shenshen cao shenshen cao's CLSA Experience May 2010 - August 2010
Job Public Affairs Manager at Tencent
Industry Research
Experience
Tencent June 2013 - Present
East Asia Institution of National University of Singapore August 2011 - Present
CLSA May 2010 - August 2010
UBS December 2009 - March 2010
SK Telecom January 2009 - July 2009
China State Council’s Development Research Center March 2008 - May 2009
Skills
Financial Modeling, Valuation, Analysis, Research, Industry Analysis, Economics, Forecasting, Chinese, Financial Analysis, English, Mandarin, Business Analysis, Data Analysis, C++, Corporate Finance, Microsoft Office, Excel, Risk Management, Statistics, Portfolio Management, Equities, Investments, Strategic Planning, SQL, C, SAS, Databases, Business Strategy, Emerging Markets, Problem Solving, Market Research
Education
Carnegie Mellon University 2009 — 2011
Chongqing University of Post and Telecommunications 2004 — 2008
Bachelor, Information System and Information Management
Tencent June 2013 - Present
East Asia Institution of National University of Singapore August 2011 - Present
CLSA May 2010 - August 2010
UBS December 2009 - March 2010
SK Telecom January 2009 - July 2009
China State Council’s Development Research Center March 2008 - May 2009
Skills
Financial Modeling, Valuation, Analysis, Research, Industry Analysis, Economics, Forecasting, Chinese, Financial Analysis, English, Mandarin, Business Analysis, Data Analysis, C++, Corporate Finance, Microsoft Office, Excel, Risk Management, Statistics, Portfolio Management, Equities, Investments, Strategic Planning, SQL, C, SAS, Databases, Business Strategy, Emerging Markets, Problem Solving, Market Research
Education
Carnegie Mellon University 2009 — 2011
Chongqing University of Post and Telecommunications 2004 — 2008
Bachelor, Information System and Information Management
John T. Williams's CLSA Experience 2007 - 2008
Job FinTech and Payments Equity Research Analyst. Thinking differently, thoughtfully, and with conviction.
Industry Capital Markets
Experience
Topeka Capital Markets, Inc 2014 - Present
UBS Investment Bank 2011 - 2013
Goldman Sachs 2009 - 2011
Macquarie Securities 2008 - 2009
CLSA 2007 - 2008
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Corporate Finance, Portfolio Management, Equity Research, Equities, Finance, Fixed Income, Investment Banking, Valuation, Capital Markets, Economics
Education
Boston University Questrom School of Business 1998 — 2000
MBA, General Management
Marist College 1994 — 1998
BSBA, Finance
Topeka Capital Markets, Inc 2014 - Present
UBS Investment Bank 2011 - 2013
Goldman Sachs 2009 - 2011
Macquarie Securities 2008 - 2009
CLSA 2007 - 2008
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Corporate Finance, Portfolio Management, Equity Research, Equities, Finance, Fixed Income, Investment Banking, Valuation, Capital Markets, Economics
Education
Boston University Questrom School of Business 1998 — 2000
MBA, General Management
Marist College 1994 — 1998
BSBA, Finance
Daniel Gilroy Daniel Gilroy's CLSA Experience October 2014 - Present
Job Institutional Equity Sales at CLSA
Industry Capital Markets
Experience
CLSA October 2014 - Present
Vertical Research Partners March 2013 - July 2014
Strategas Research Partners June 2010 - February 2013
MFS Investment Management June 2009 - January 2010
Merrill Lynch July 2007 - December 2007
Education
Northeastern University 2006 — 2010
BA, Economics, Business Administration
CLSA October 2014 - Present
Vertical Research Partners March 2013 - July 2014
Strategas Research Partners June 2010 - February 2013
MFS Investment Management June 2009 - January 2010
Merrill Lynch July 2007 - December 2007
Education
Northeastern University 2006 — 2010
BA, Economics, Business Administration
Changyue Hong's CLSA Experience September 2012 - December 2012
Job Production Support Analyst at FXDD
Industry Financial Services
Experience
FXDD November 2014 - Present
Boston Technologies Inc May 2013 - Present
CLSA September 2012 - December 2012
China International Fund Management Co., Ltd July 2012 - August 2012
The Boston Consulting Group June 2012 - July 2012
Maverlinn November 2010 - March 2011
Stanley & Partners Real Estate Investment Banking Service November 2009 - February 2010
Skills
Financial Modeling, Stata, Bloomberg, VBA, Equity Research, Market Research, SQL, Microsoft Excel, Matlab, MS Office, Excel, Due Diligence, Private Equity, Fixed Income Analysis, Risk Management, M&A analysis, Asset Managment, Unix Scripting, MetaTrader, FIX Protocol
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
MA, International Economics and Finance
Fudan University 2007 — 2011
BA, Economics
FXDD November 2014 - Present
Boston Technologies Inc May 2013 - Present
CLSA September 2012 - December 2012
China International Fund Management Co., Ltd July 2012 - August 2012
The Boston Consulting Group June 2012 - July 2012
Maverlinn November 2010 - March 2011
Stanley & Partners Real Estate Investment Banking Service November 2009 - February 2010
Skills
Financial Modeling, Stata, Bloomberg, VBA, Equity Research, Market Research, SQL, Microsoft Excel, Matlab, MS Office, Excel, Due Diligence, Private Equity, Fixed Income Analysis, Risk Management, M&A analysis, Asset Managment, Unix Scripting, MetaTrader, FIX Protocol
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
MA, International Economics and Finance
Fudan University 2007 — 2011
BA, Economics
Chris Lown's CLSA Experience July 1994 - July 1999
Job Managing Director Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 2006 - Present
UBS May 2003 - May 2006
Credit Suisse June 2000 - May 2003
CLSA July 1994 - July 1999
Hong Kong Shue Yan University August 1993 - June 1994
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Investments, Financial Institutions, Derivatives, Investment Banking, Asset Management, Series 7, Corporate Finance, Securities, Bloomberg, Equity Research, Valuation, Mergers & Acquisitions, Trading
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Lynchburg College 1988 — 1993
Bachelor of Arts (B.A.), International Relations, Minor in History
Morgan Stanley May 2006 - Present
UBS May 2003 - May 2006
Credit Suisse June 2000 - May 2003
CLSA July 1994 - July 1999
Hong Kong Shue Yan University August 1993 - June 1994
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Alternative Investments, Financial Modeling, Investments, Financial Institutions, Derivatives, Investment Banking, Asset Management, Series 7, Corporate Finance, Securities, Bloomberg, Equity Research, Valuation, Mergers & Acquisitions, Trading
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Lynchburg College 1988 — 1993
Bachelor of Arts (B.A.), International Relations, Minor in History
Jack Ye Jack Ye's CLSA Experience September 2015 - Present
Job Compliance Associate at CLSA
Industry Financial Services
Experience
CLSA September 2015 - Present
Millennium Management LLC September 2012 - August 2015
Meyers Associates L.P. September 2011 - May 2012
Kaiser Associates Asia LLC May 2011 - August 2011
Bank of China January 2007 - March 2011
Industrial and Commercial Bank of China January 2004 - December 2006
Skills
Series 7, Series 66, Finance, Financial Risk, Data Analysis, Credit Cards, Business Development, CRM, Training, Quantitative Analytics, Bloomberg, Capital Markets, Derivatives, Wealth Management, Financial Analysis, Investment Advisory, Hedge Funds, Investments, Strategy, Fixed Income, Uniform Combined State..., Mutual Funds, Banking, Asset Management, Financial Services, KYC, Management, Portfolio Management, Risk Management, Equities, Financial Modeling, Securities
Education
The University of Sydney Business School 2002 — 2003
MA, Finance
Guangdong University of Foreign Studies 1997 — 2001
BA, Finance
CLSA September 2015 - Present
Millennium Management LLC September 2012 - August 2015
Meyers Associates L.P. September 2011 - May 2012
Kaiser Associates Asia LLC May 2011 - August 2011
Bank of China January 2007 - March 2011
Industrial and Commercial Bank of China January 2004 - December 2006
Skills
Series 7, Series 66, Finance, Financial Risk, Data Analysis, Credit Cards, Business Development, CRM, Training, Quantitative Analytics, Bloomberg, Capital Markets, Derivatives, Wealth Management, Financial Analysis, Investment Advisory, Hedge Funds, Investments, Strategy, Fixed Income, Uniform Combined State..., Mutual Funds, Banking, Asset Management, Financial Services, KYC, Management, Portfolio Management, Risk Management, Equities, Financial Modeling, Securities
Education
The University of Sydney Business School 2002 — 2003
MA, Finance
Guangdong University of Foreign Studies 1997 — 2001
BA, Finance
Seamus Cheung's CLSA Experience August 2014 - August 2014
Job Student at Skidmore College
Industry
Experience
CLSA August 2014 - August 2014
Ivy Asset Management June 2014 - July 2014
CIMB July 2013 - August 2013
Deloitte Touche Tohmatsu Hong Kong SAR June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Skidmore College 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
CLSA August 2014 - August 2014
Ivy Asset Management June 2014 - July 2014
CIMB July 2013 - August 2013
Deloitte Touche Tohmatsu Hong Kong SAR June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Skidmore College 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Jonathan Palmer's CLSA Experience October 2011 - June 2013
Job Healthcare investment/finance professional
Industry Financial Services
Experience
Bloomberg LP October 2014 - Present
OmniCyte March 2014 - October 2014
CLSA October 2011 - June 2013
CLSA March 2010 - September 2011
Global Science and Research Fund, LP January 2009 - February 2010
Thomas Weisel Partners January 2008 - December 2008
Thomas Weisel Partners June 2006 - December 2007
Pfizer July 2004 - May 2006
Pfizer June 2002 - June 2004
Tullett Prebon March 1999 - July 2000
Skills
Series 7, Equity Research, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Financial Analysis, Series 63, Options, Equities, Medical Research, Mutual Funds, Equity Research Analysis
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1994 — 1998
BS, Marketing
Bloomberg LP October 2014 - Present
OmniCyte March 2014 - October 2014
CLSA October 2011 - June 2013
CLSA March 2010 - September 2011
Global Science and Research Fund, LP January 2009 - February 2010
Thomas Weisel Partners January 2008 - December 2008
Thomas Weisel Partners June 2006 - December 2007
Pfizer July 2004 - May 2006
Pfizer June 2002 - June 2004
Tullett Prebon March 1999 - July 2000
Skills
Series 7, Equity Research, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Financial Analysis, Series 63, Options, Equities, Medical Research, Mutual Funds, Equity Research Analysis
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
MBA, Finance and Economics
Penn State University 1994 — 1998
BS, Marketing
Craig Warwick Craig Warwick's CLSA Experience June 2012 - Present
Job Director at CLSA
Industry Capital Markets
Experience
CLSA June 2012 - Present
FBR June 2002 - May 2012
ABN AMRO Bank N.V. August 1998 - February 2002
Education
St. Lawrence University 1990 — 1994
Political Science and Government
Choate Rosemary Hall 1989 — 1990
CLSA June 2012 - Present
FBR June 2002 - May 2012
ABN AMRO Bank N.V. August 1998 - February 2002
Education
St. Lawrence University 1990 — 1994
Political Science and Government
Choate Rosemary Hall 1989 — 1990
Arabella Temple Arabella Temple's CLSA Experience October 2010 - October 2010
Job Public Relations Intern at Stella McCartney
Industry Retail
Experience
Stella McCartney January 2014 - May 2014
Lane Crawford June 2013 - July 2013
alice + olivia August 2012 - May 2013
Shakespeare Learning Centre June 2011 - August 2012
Innovation Charity Fashion Show September 2010 - February 2012
CLSA October 2010 - October 2010
Central Saint Martins, Fashion Design Short Course July 2010 - August 2010
Luminous Experiential Marketing Communications January 2010 - January 2010
Skills
Fashion, Fashion History, Art History, Organization Skills, Always Punctual, Great communications..., International, Computer Skills, Reliable, Trend Analysis, Trend
Education
Fashion Institute of Technology 2014 — 2016
Bachelor of Arts (BA), International Trade and Marketing
Fashion Institute of Technology 2012 — 2014
Associate of Arts and Sciences (AAS), Fashion Merchandising Management
South Island School, Hong Kong 2005 — 2012
High School Diploma
Stella McCartney January 2014 - May 2014
Lane Crawford June 2013 - July 2013
alice + olivia August 2012 - May 2013
Shakespeare Learning Centre June 2011 - August 2012
Innovation Charity Fashion Show September 2010 - February 2012
CLSA October 2010 - October 2010
Central Saint Martins, Fashion Design Short Course July 2010 - August 2010
Luminous Experiential Marketing Communications January 2010 - January 2010
Skills
Fashion, Fashion History, Art History, Organization Skills, Always Punctual, Great communications..., International, Computer Skills, Reliable, Trend Analysis, Trend
Education
Fashion Institute of Technology 2014 — 2016
Bachelor of Arts (BA), International Trade and Marketing
Fashion Institute of Technology 2012 — 2014
Associate of Arts and Sciences (AAS), Fashion Merchandising Management
South Island School, Hong Kong 2005 — 2012
High School Diploma
Chang Liu Chang Liu's CLSA Experience September 2011 - Present
Job Equity Research Associate at CLSA
Industry Investment Banking
Experience
CLSA September 2011 - Present
Rodman & Renshaw August 2009 - September 2011
Oppenheimer & Co. Inc. August 2008 - May 2009
Investment Strategies Fund, LP January 2008 - August 2008
Chardan Capital Markets January 2008 - March 2008
Citic Fund Management June 2007 - August 2007
Standard Chartered Bank November 2006 - March 2007
Skills
Equity Research, Bloomberg, Financial Modeling, Valuation, Equity Valuation, Equities, Corporate Finance, Capital Markets, Financial Analysis, Hedge Funds, Investments, Private Equity, Emerging Markets
Education
New York University 2007 — 2009
Master of Arts, Economics
Capital University of Economics and Business 2003 — 2007
Bachelor of Arts, Economics
CLSA September 2011 - Present
Rodman & Renshaw August 2009 - September 2011
Oppenheimer & Co. Inc. August 2008 - May 2009
Investment Strategies Fund, LP January 2008 - August 2008
Chardan Capital Markets January 2008 - March 2008
Citic Fund Management June 2007 - August 2007
Standard Chartered Bank November 2006 - March 2007
Skills
Equity Research, Bloomberg, Financial Modeling, Valuation, Equity Valuation, Equities, Corporate Finance, Capital Markets, Financial Analysis, Hedge Funds, Investments, Private Equity, Emerging Markets
Education
New York University 2007 — 2009
Master of Arts, Economics
Capital University of Economics and Business 2003 — 2007
Bachelor of Arts, Economics
Paul A. Rodríguez Paul A. Rodríguez's CLSA Experience November 2000 - January 2002
Job Global Relationship Banker, Chemicals/Diversified Industrials at ANZ
Industry Banking
Experience
Australia and New Zealand Banking Group January 2014 - Present
BBVA Compass March 2013 - September 2013
BBVA January 2012 - January 2013
BBVA March 2008 - December 2011
BBVA March 2005 - March 2008
UBS December 2003 - February 2005
UBS November 2002 - December 2003
NAES Corporation February 2002 - June 2002
CLSA November 2000 - January 2002
Merrill Lynch March 1999 - October 2000
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Modeling, Equities, Derivatives, Valuation, Banking, Credit Risk, Emerging Markets, Equity Research, Latin America, Private Client Services, Retirement Planning, Employee Stock Options, Cash Flow Lending, Loan Origination, Leveraged Finance, Structured Finance, Structured Products, Security Analysis, Wholesale Banking, Trade Finance, Private Banking, Treasury Management, Series 7, Series 63, Interest Rate Hedging, FX Hedging, Personal Financial..., Restricted Stock, Asset Based Lending, Letters of Credit, Commercial Banking, Finance, Financial Risk, Financial Structuring, Mergers & Acquisitions, Wealth Management, Loans, Project Finance, Cash Management, Strategic Financial..., Trading, Financial Services, Credit Analysis, Retail Banking, Financial Advisory, Private Clients
Education
The University of Georgia 1989 — 1992
AB
Stanford University 1991 — 1991
Fellowship
Northwestern University 1987 — 1989
Crestwood High School 1982 — 1987
Australia and New Zealand Banking Group January 2014 - Present
BBVA Compass March 2013 - September 2013
BBVA January 2012 - January 2013
BBVA March 2008 - December 2011
BBVA March 2005 - March 2008
UBS December 2003 - February 2005
UBS November 2002 - December 2003
NAES Corporation February 2002 - June 2002
CLSA November 2000 - January 2002
Merrill Lynch March 1999 - October 2000
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Financial Modeling, Equities, Derivatives, Valuation, Banking, Credit Risk, Emerging Markets, Equity Research, Latin America, Private Client Services, Retirement Planning, Employee Stock Options, Cash Flow Lending, Loan Origination, Leveraged Finance, Structured Finance, Structured Products, Security Analysis, Wholesale Banking, Trade Finance, Private Banking, Treasury Management, Series 7, Series 63, Interest Rate Hedging, FX Hedging, Personal Financial..., Restricted Stock, Asset Based Lending, Letters of Credit, Commercial Banking, Finance, Financial Risk, Financial Structuring, Mergers & Acquisitions, Wealth Management, Loans, Project Finance, Cash Management, Strategic Financial..., Trading, Financial Services, Credit Analysis, Retail Banking, Financial Advisory, Private Clients
Education
The University of Georgia 1989 — 1992
AB
Stanford University 1991 — 1991
Fellowship
Northwestern University 1987 — 1989
Crestwood High School 1982 — 1987
Demarcus Parker Demarcus Parker's CLSA Experience September 2014 - December 2014
Job Assistant City Assessor at NYC Department of Finance
Industry Government Administration
Experience
NYC Department of Finance January 2015 - Present
CLSA September 2014 - December 2014
The George Washington University October 2013 - May 2014
KIPP Gaston College Preparatory Public Schools June 2013 - August 2013
RBC Wealth Management September 2012 - December 2012
Skills
Problem Solving, Analysis, Humility, Financial Analysis, Microsoft Office, Leadership Development, Access, Public Speaking, Community Outreach, Nonprofits, Data Analysis
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business, Finance
NYC Department of Finance January 2015 - Present
CLSA September 2014 - December 2014
The George Washington University October 2013 - May 2014
KIPP Gaston College Preparatory Public Schools June 2013 - August 2013
RBC Wealth Management September 2012 - December 2012
Skills
Problem Solving, Analysis, Humility, Financial Analysis, Microsoft Office, Leadership Development, Access, Public Speaking, Community Outreach, Nonprofits, Data Analysis
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business, Finance
Donovan McSeveney Donovan McSeveney's CLSA Experience July 2015 - August 2015
Job Student Athlete at The University of Alabama at Birmingham
Industry Investment Management
Experience
The University of Alabama at Birmingham August 2013 - Present
CLSA July 2015 - August 2015
Roxbury Tennis and Swimming Club May 2014 - August 2014
Skills
Communication, Business Intelligence, Strategic Planning, Economic Development, Economy, Speech Writing, Mathematics, Geology, American History, Government, Physical Education, Sports Management, Sports Injuries, Sports Coaching, Tennis, Rugby League, Golf, Afrikaans, English
Education
Collin County Community College 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General
High School Kempton Park (SA)
University of Alabama at Birmingham
The University of Alabama at Birmingham August 2013 - Present
CLSA July 2015 - August 2015
Roxbury Tennis and Swimming Club May 2014 - August 2014
Skills
Communication, Business Intelligence, Strategic Planning, Economic Development, Economy, Speech Writing, Mathematics, Geology, American History, Government, Physical Education, Sports Management, Sports Injuries, Sports Coaching, Tennis, Rugby League, Golf, Afrikaans, English
Education
Collin County Community College 2011 — 2013
Associate of Arts (AA), Business Administration and Management, General
High School Kempton Park (SA)
University of Alabama at Birmingham
pat yun pat yun's CLSA Experience October 2005 - August 2008
Job DTP Specialist at Oliver Wyman
Industry Design
Experience
Oliver Wyman June 2014 - April 2015
CLS Communication August 2012 - July 2013
Jigocity November 2010 - April 2012
CLSA October 2005 - August 2008
Skills
Adobe Creative Suite, Adobe Acrobat, Microsoft Office, FrameMaker, 3D Studio Max, Maya, SDL Trados, OCR, Desktop Publishing
Education
The University of Huddersfield 2006 — 2008
BA (Hons), Advertising Media & Design Management, 2nd upper
The Hong Kong Polytechnic University 2003 — 2005
Higher Diploma, Multimedia Design & Technology, Pass
Hong Kong Institute of Vocational Education 2001 — 2003
Diploma, Printing & Computing Imaging
Oliver Wyman June 2014 - April 2015
CLS Communication August 2012 - July 2013
Jigocity November 2010 - April 2012
CLSA October 2005 - August 2008
Skills
Adobe Creative Suite, Adobe Acrobat, Microsoft Office, FrameMaker, 3D Studio Max, Maya, SDL Trados, OCR, Desktop Publishing
Education
The University of Huddersfield 2006 — 2008
BA (Hons), Advertising Media & Design Management, 2nd upper
The Hong Kong Polytechnic University 2003 — 2005
Higher Diploma, Multimedia Design & Technology, Pass
Hong Kong Institute of Vocational Education 2001 — 2003
Diploma, Printing & Computing Imaging
Will Chen CFA,FRM's CLSA Experience July 2011 - June 2014
Job MBA Candidate at The Wharton School, University of Pennsylvania
Industry Investment Management
Experience
AIA June 2014 - May 2015
CLSA July 2011 - June 2014
Standard Chartered Bank June 2008 - June 2011
Skills
Due Diligence, Equity Research, Investment Banking, Financial Analysis, Finance, Equity Valuation, Credit, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Bloomberg, Investment Management, Investments, Equities, Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Shanghai University of Finance and Economics 2004 — 2008
Bachelor of Economics
AIA June 2014 - May 2015
CLSA July 2011 - June 2014
Standard Chartered Bank June 2008 - June 2011
Skills
Due Diligence, Equity Research, Investment Banking, Financial Analysis, Finance, Equity Valuation, Credit, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Bloomberg, Investment Management, Investments, Equities, Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Shanghai University of Finance and Economics 2004 — 2008
Bachelor of Economics
Jim Luke Jim Luke's CLSA Experience 2007 - 2009
Job Worker Bee at Handyman Luke
Industry Civil Engineering
Experience
Handyman Luke May 2015 - Present
Hughes Moving Consultants September 2013 - Present
Deck Family Farm June 2013 - Present
South Waterfront - Nature & Greenspaces 2006 - Present
CartoGraph June 2011 - February 2014
CLSA 2007 - 2009
Mollenhauer Group July 2007 - October 2008
JR Engineering 2000 - 2006
Skills
GIS, Surveying, ALTA Surveys, Boundary, Legal Descriptions, Subdivisions, Topographic Surveys, Easements, Construction, GPS, AutoCAD, Land Development, Proposal Writing, Site Development, Grading, Site Plans, Construction Staking, Civil Engineering, Total Station, Erosion Control, Highways, Geomatics, Land Use Planning, Drainage, Water, Road
Education
Colorado Mesa University
AA, Science
Missoula Technical Center
Diploma, Forestry
Handyman Luke May 2015 - Present
Hughes Moving Consultants September 2013 - Present
Deck Family Farm June 2013 - Present
South Waterfront - Nature & Greenspaces 2006 - Present
CartoGraph June 2011 - February 2014
CLSA 2007 - 2009
Mollenhauer Group July 2007 - October 2008
JR Engineering 2000 - 2006
Skills
GIS, Surveying, ALTA Surveys, Boundary, Legal Descriptions, Subdivisions, Topographic Surveys, Easements, Construction, GPS, AutoCAD, Land Development, Proposal Writing, Site Development, Grading, Site Plans, Construction Staking, Civil Engineering, Total Station, Erosion Control, Highways, Geomatics, Land Use Planning, Drainage, Water, Road
Education
Colorado Mesa University
AA, Science
Missoula Technical Center
Diploma, Forestry
Harris Bulow's CLSA Experience 2000 - 2001
Job Managing Director at Lee & Associates
Industry Real Estate
Experience
Lee & Associates April 2013 - Present
Signature Partners LLC September 2005 - April 2013
Neu Industries September 2001 - May 2012
Murray Hill Properties LLC December 2003 - September 2005
City Sites Office Group September 2002 - December 2003
Marcus & Millichap 2001 - 2001
CLSA 2000 - 2001
Skills
Building Relationships, Business Relationship..., Relationship Marketing, Long-term Customer..., C-Level Relationships, Vendor Relationships, Marketing, Marketing Strategy, Marketing Communications, Social Media, Social Networking, Social Skills, Social Marketing, Entrepreneurship, Entrepreneurial..., Brokerage, Graphic Design, Event Planning, Event Management, Public Relations, Team Management, Networking, Cold Calling, Strategic Planning, Business Strategy, Business Analysis, Negotiation, Contract Negotiation, Lease Negotiations, Strategic Partnerships, Strategic Thinking, Sales Process, Sales Plan, Strategic Sales Plans, Operational Planning, Risk Assessment, Data Mapping, Management, Leadership, Sales, Mergers & Acquisitions
Education
State University of New York - System 1996 — 2000
BA, Political Science - Business
State University of New York at Albany 1996 — 2000
BA, Political Science
Stuyvesant HS 1992 — 1996
Rodeph Sholom 1985 — 1992
Lee & Associates April 2013 - Present
Signature Partners LLC September 2005 - April 2013
Neu Industries September 2001 - May 2012
Murray Hill Properties LLC December 2003 - September 2005
City Sites Office Group September 2002 - December 2003
Marcus & Millichap 2001 - 2001
CLSA 2000 - 2001
Skills
Building Relationships, Business Relationship..., Relationship Marketing, Long-term Customer..., C-Level Relationships, Vendor Relationships, Marketing, Marketing Strategy, Marketing Communications, Social Media, Social Networking, Social Skills, Social Marketing, Entrepreneurship, Entrepreneurial..., Brokerage, Graphic Design, Event Planning, Event Management, Public Relations, Team Management, Networking, Cold Calling, Strategic Planning, Business Strategy, Business Analysis, Negotiation, Contract Negotiation, Lease Negotiations, Strategic Partnerships, Strategic Thinking, Sales Process, Sales Plan, Strategic Sales Plans, Operational Planning, Risk Assessment, Data Mapping, Management, Leadership, Sales, Mergers & Acquisitions
Education
State University of New York - System 1996 — 2000
BA, Political Science - Business
State University of New York at Albany 1996 — 2000
BA, Political Science
Stuyvesant HS 1992 — 1996
Rodeph Sholom 1985 — 1992
Reed Harper's CLSA Experience June 2015 - July 2015
Job Summer Intern at CVC Capital Partners
Industry Financial Services
Experience
CVC Capital Partners July 2015 - July 2015
CLSA June 2015 - July 2015
Tormar Associates LLC May 2014 - July 2014
Skills
Foreign Exchange, FX Options, Bloomberg Terminal, Derivatives, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Finance, FX Trading, Private Equity, Investor Relations, Equity Research, Leveraged Finance
Education
University of Michigan 2015 — 2017
Bachelor of Arts (B.A.), Economics, Junior
Hobart and William Smith Colleges 2013 — 2015
Bachelor of Arts (B.A.), Economics, Freshman and sophomore
CVC Capital Partners July 2015 - July 2015
CLSA June 2015 - July 2015
Tormar Associates LLC May 2014 - July 2014
Skills
Foreign Exchange, FX Options, Bloomberg Terminal, Derivatives, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Finance, FX Trading, Private Equity, Investor Relations, Equity Research, Leveraged Finance
Education
University of Michigan 2015 — 2017
Bachelor of Arts (B.A.), Economics, Junior
Hobart and William Smith Colleges 2013 — 2015
Bachelor of Arts (B.A.), Economics, Freshman and sophomore
Scott Liebman Scott Liebman's CLSA Experience September 2015 - Present
Job Equity Research Associate at CLSA
Industry Financial Services
Experience
CLSA September 2015 - Present
T. Rowe Price July 2013 - September 2015
Deloitte August 2011 - July 2013
Creditor Liquidity Asset Management June 2010 - August 2010
Millennium Management June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Microsoft Office, External Audit, Finance, Accounting, US GAAP, Financial Reporting, Microsoft Excel
Education
Bucknell University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Scarsdale High School 2004 — 2007
CLSA September 2015 - Present
T. Rowe Price July 2013 - September 2015
Deloitte August 2011 - July 2013
Creditor Liquidity Asset Management June 2010 - August 2010
Millennium Management June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Microsoft Office, External Audit, Finance, Accounting, US GAAP, Financial Reporting, Microsoft Excel
Education
Bucknell University 2007 — 2011
Bachelor of Science in Business Administration, Accounting
Scarsdale High School 2004 — 2007
Andrew Minora, CFA Andrew Minora, CFA's CLSA Experience March 2015 - Present
Job Equity Research Associate Media and Entertainment
Industry Financial Services
Experience
CLSA March 2015 - Present
Sterne Agee September 2014 - March 2015
AIG October 2013 - September 2014
AIG April 2012 - October 2013
AIG July 2010 - April 2012
Citco Fund Services October 2006 - July 2010
State Street Bank September 2004 - September 2006
Skills
Bloomberg, Financial Modeling, Business Analysis, Analysis, Accounting, Data Analysis, Risk Management, Financial Analysis, Insurance, Microsoft Office 2007, Financial Risk, Financial Reporting, Financial Services, Pivot Tables, Access, Vlookup, Fixed Income, Process Improvement, Credit Research, Sustainable Energy, Sustainability, Series 7, Series 63, Series 86, Series 87
Education
Columbia University in the City of New York 2013 — 2016
Master of Science (MS), Sustainability Management
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), Economics
Scranton Prep
CLSA March 2015 - Present
Sterne Agee September 2014 - March 2015
AIG October 2013 - September 2014
AIG April 2012 - October 2013
AIG July 2010 - April 2012
Citco Fund Services October 2006 - July 2010
State Street Bank September 2004 - September 2006
Skills
Bloomberg, Financial Modeling, Business Analysis, Analysis, Accounting, Data Analysis, Risk Management, Financial Analysis, Insurance, Microsoft Office 2007, Financial Risk, Financial Reporting, Financial Services, Pivot Tables, Access, Vlookup, Fixed Income, Process Improvement, Credit Research, Sustainable Energy, Sustainability, Series 7, Series 63, Series 86, Series 87
Education
Columbia University in the City of New York 2013 — 2016
Master of Science (MS), Sustainability Management
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), Economics
Scranton Prep
Justin Wiguna Justin Wiguna's CLSA Experience July 2012 - September 2012
Job Product Manager, Capital One Labs
Industry Information Technology and Services
Experience
Capital One Labs August 2015 - Present
Business Association of Stanford Entrepreneurial Students June 2013 - June 2015
Highland Capital Partners October 2014 - March 2015
Microsoft June 2014 - September 2014
Alpha Kappa Psi May 2012 - June 2014
MuleSoft Inc June 2013 - August 2013
The Dish Daily January 2013 - June 2013
Stanford Graduate School of Business April 2012 - June 2013
Microsoft January 2013 - March 2013
CLSA July 2012 - September 2012
Skills
Entrepreneurship, Market Research, Data Analysis, Strategy, Social Media Marketing, Public Speaking, Social Networking, Marketing Strategy, Advertising, Digital Photography, Research, Start-ups, Microsoft Office, CSS, Graphic Design, Salesforce.com, Business Development, Strategic Partnerships, Adobe Photoshop, Adobe Illustrator, Web Design, HTML, Stata, Leadership, Management Consulting, Photoshop, Analytics
Education
Stanford University 2011 — 2015
Management Science & Engineering, Organization, Technology and Entrepreneurship
Cerritos High School 2007 — 2011
Capital One Labs August 2015 - Present
Business Association of Stanford Entrepreneurial Students June 2013 - June 2015
Highland Capital Partners October 2014 - March 2015
Microsoft June 2014 - September 2014
Alpha Kappa Psi May 2012 - June 2014
MuleSoft Inc June 2013 - August 2013
The Dish Daily January 2013 - June 2013
Stanford Graduate School of Business April 2012 - June 2013
Microsoft January 2013 - March 2013
CLSA July 2012 - September 2012
Skills
Entrepreneurship, Market Research, Data Analysis, Strategy, Social Media Marketing, Public Speaking, Social Networking, Marketing Strategy, Advertising, Digital Photography, Research, Start-ups, Microsoft Office, CSS, Graphic Design, Salesforce.com, Business Development, Strategic Partnerships, Adobe Photoshop, Adobe Illustrator, Web Design, HTML, Stata, Leadership, Management Consulting, Photoshop, Analytics
Education
Stanford University 2011 — 2015
Management Science & Engineering, Organization, Technology and Entrepreneurship
Cerritos High School 2007 — 2011
Xiao Feng, CFA Xiao Feng, CFA's CLSA Experience November 2013 - Present
Job Equity Research Senior Associate at CLSA
Industry Investment Management
Experience
CLSA November 2013 - Present
Bloomberg June 2010 - November 2013
Dawson Herman Capital Management April 2009 - October 2009
Juno Mother Earth Asset Management October 2008 - March 2009
Skills
Equity Research, VBA, Bloomberg, Financial Statement..., Financial Modeling, Excel VBA, able to work under..., independent thinker, Equity Valuation, Global Metals and..., Hedge Funds, Portfolio Management, Valuation, Asset Allocation, Finance, Investments, Risk Management, Equities, Free Thinking
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Masters, Quantitative Finance
South China University of Technology 2004 — 2008
B.A, Economics
CLSA November 2013 - Present
Bloomberg June 2010 - November 2013
Dawson Herman Capital Management April 2009 - October 2009
Juno Mother Earth Asset Management October 2008 - March 2009
Skills
Equity Research, VBA, Bloomberg, Financial Statement..., Financial Modeling, Excel VBA, able to work under..., independent thinker, Equity Valuation, Global Metals and..., Hedge Funds, Portfolio Management, Valuation, Asset Allocation, Finance, Investments, Risk Management, Equities, Free Thinking
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
Masters, Quantitative Finance
South China University of Technology 2004 — 2008
B.A, Economics
Yi Yin (Alison) Wang Yi Yin (Alison) Wang's CLSA Experience August 2012 - September 2012
Job Research Analyst / Engineer at Linkedin
Industry Internet
Experience
LinkedIn 2015 - Present
University of Michigan October 2014 - May 2015
Marketing Associates May 2014 - August 2014
Internet2 January 2014 - May 2014
TMI Holding Corp. February 2012 - May 2013
CLSA August 2012 - September 2012
Chung-Hua Institution For Economic Research August 2011 - September 2011
Skills
Python, R, Data Mining, Information Retrieval, Java, Statistical Data..., HTML, Statistics, Start-ups, Qualitative Research, Machine Learning, Apache Pig, Research, Hadoop, Econometrics, Microsoft Excel, JavaScript, SQL, jQuery, Contextual Inquiry, Data Analysis, Stata, Data Science, Market Research, Database Design, PHP, Linux, CSS
Education
University of Michigan - School of Information 2013 — 2015
Master of Science (MS), Information Science/Studies
National Taiwan University 2008 — 2013
Bachelor's degree, Economics/Mathematics
Stanford University 2010 — 2010
Summer Session Program, American Language and Culture
LinkedIn 2015 - Present
University of Michigan October 2014 - May 2015
Marketing Associates May 2014 - August 2014
Internet2 January 2014 - May 2014
TMI Holding Corp. February 2012 - May 2013
CLSA August 2012 - September 2012
Chung-Hua Institution For Economic Research August 2011 - September 2011
Skills
Python, R, Data Mining, Information Retrieval, Java, Statistical Data..., HTML, Statistics, Start-ups, Qualitative Research, Machine Learning, Apache Pig, Research, Hadoop, Econometrics, Microsoft Excel, JavaScript, SQL, jQuery, Contextual Inquiry, Data Analysis, Stata, Data Science, Market Research, Database Design, PHP, Linux, CSS
Education
University of Michigan - School of Information 2013 — 2015
Master of Science (MS), Information Science/Studies
National Taiwan University 2008 — 2013
Bachelor's degree, Economics/Mathematics
Stanford University 2010 — 2010
Summer Session Program, American Language and Culture
Nathan Snyder's CLSA Experience July 2014 - Present
Job Equity analyst at CLSA
Industry Financial Services
Experience
CLSA July 2014 - Present
CLSA April 2012 - July 2014
University of Washington July 2010 - July 2014
CLSA September 2011 - April 2012
China Economist July 2011 - August 2011
U.S. Department of State August 2010 - July 2011
University of Washington Office of Admissions November 2006 - June 2010
Washington State Department of Commerce January 2009 - May 2009
The Coca-Cola Company August 2008 - August 2008
Education
Zhejiang University 2010 — 2011
Law -- Intellectual Property Rights
University of Washington 2006 — 2010
BA, BA, International Studies, Economics
Heilongjiang University
Advanced Mandarin
Peking University
Intermediate Mandarin
CLSA July 2014 - Present
CLSA April 2012 - July 2014
University of Washington July 2010 - July 2014
CLSA September 2011 - April 2012
China Economist July 2011 - August 2011
U.S. Department of State August 2010 - July 2011
University of Washington Office of Admissions November 2006 - June 2010
Washington State Department of Commerce January 2009 - May 2009
The Coca-Cola Company August 2008 - August 2008
Education
Zhejiang University 2010 — 2011
Law -- Intellectual Property Rights
University of Washington 2006 — 2010
BA, BA, International Studies, Economics
Heilongjiang University
Advanced Mandarin
Peking University
Intermediate Mandarin
Claudio Petruzziello Claudio Petruzziello's CLSA Experience July 2005 - March 2009
Job BMO Capital Markets Sales & Trading
Industry Financial Services
Experience
BMO Capital Markets July 2011 - Present
CLSA July 2005 - March 2009
Vanguard July 2004 - July 2005
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance, Economics
BMO Capital Markets July 2011 - Present
CLSA July 2005 - March 2009
Vanguard July 2004 - July 2005
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance, Economics
Bryan Kipp Bryan Kipp's CLSA Experience January 2012 - June 2013
Job Senior Research Associate at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
Janney Montgomery Scott LLC June 2013 - July 2015
CLSA January 2012 - June 2013
Wells Fargo Advisors, Berry Financial Group June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Equity Research, Financial Analysis, Investments, Economics, Portfolio Management, Corporate Finance, Data Analysis, Research, Microsoft Excel, Asset Management, Entrepreneurship, Hedge Funds, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering and Operations Research
Citi July 2015 - Present
Janney Montgomery Scott LLC June 2013 - July 2015
CLSA January 2012 - June 2013
Wells Fargo Advisors, Berry Financial Group June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Equities, Equity Research, Financial Analysis, Investments, Economics, Portfolio Management, Corporate Finance, Data Analysis, Research, Microsoft Excel, Asset Management, Entrepreneurship, Hedge Funds, Investment Banking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering and Operations Research
Cecilia Yang, CFA Cecilia Yang, CFA's CLSA Experience 2012 - 2014
Job Investment Analyst at Phocas Financial Corp
Industry Investment Management
Experience
Phocas Financial Corp 2014 - Present
Macquarie Group 2014 - 2014
CLSA 2012 - 2014
Columbia Business School August 2010 - May 2012
Blue Ridge Capital October 2011 - December 2011
Brandes Investment Partners June 2011 - September 2011
FTI Consulting June 2006 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Emerging Markets, Equity Research, Equities, Restructuring, Due Diligence, Corporate Finance, Private Equity, Investments, Investment Banking, Strategy, Management Consulting, Bloomberg, Capital Markets, Venture Capital, Mandarin, Cantonese, A Shares Analysis, CFA
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Value Investing Program
Nanjing University
Bachelor’s Degree, Finance - Transferred
Pepperdine University
Bachelor of Science (B.S.), Finance
Phocas Financial Corp 2014 - Present
Macquarie Group 2014 - 2014
CLSA 2012 - 2014
Columbia Business School August 2010 - May 2012
Blue Ridge Capital October 2011 - December 2011
Brandes Investment Partners June 2011 - September 2011
FTI Consulting June 2006 - July 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Emerging Markets, Equity Research, Equities, Restructuring, Due Diligence, Corporate Finance, Private Equity, Investments, Investment Banking, Strategy, Management Consulting, Bloomberg, Capital Markets, Venture Capital, Mandarin, Cantonese, A Shares Analysis, CFA
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Value Investing Program
Nanjing University
Bachelor’s Degree, Finance - Transferred
Pepperdine University
Bachelor of Science (B.S.), Finance
Robert Nebres Robert Nebres's CLSA Experience June 2011 - June 2014
Job Finance/Technology Program Management (PMP, CSM)
Industry Information Technology and Services
Experience
Walmart eCommerce June 2015 - Present
RGP July 2014 - June 2015
Google 2014 - 2015
CLSA June 2011 - June 2014
Yahoo Inc. May 2005 - May 2011
Deloitte Consulting 2000 - 2005
Quovera 2000 - 2000
Oracle Corporation 1997 - 1999
Skills
Program Management, Business Transformation, Integration, Project Management, Management Consulting, Project Portfolio..., Acquisition Integration, Global Management, Governance, Start-ups, Strategy, M&A execution, Product Management, Enterprise Systems, Outsourcing, Mergers & Acquisitions, Agile & Waterfall..., Agile Project Management
Education
California State Polytechnic University-Pomona
BS Business Administration, Finance
Walmart eCommerce June 2015 - Present
RGP July 2014 - June 2015
Google 2014 - 2015
CLSA June 2011 - June 2014
Yahoo Inc. May 2005 - May 2011
Deloitte Consulting 2000 - 2005
Quovera 2000 - 2000
Oracle Corporation 1997 - 1999
Skills
Program Management, Business Transformation, Integration, Project Management, Management Consulting, Project Portfolio..., Acquisition Integration, Global Management, Governance, Start-ups, Strategy, M&A execution, Product Management, Enterprise Systems, Outsourcing, Mergers & Acquisitions, Agile & Waterfall..., Agile Project Management
Education
California State Polytechnic University-Pomona
BS Business Administration, Finance
Alec Walker's CLSA Experience May 2008 - July 2008
Job MBA Candidate at Stanford Graduate School of Business
Industry Oil & Energy
Experience
Coffee on Wednesdays November 2013 - May 2015
Shell Oil Company July 2011 - July 2013
Shell Global Solutions January 2010 - July 2011
CLSA May 2008 - July 2008
Keio University - Itoh Laboratory May 2007 - August 2007
Skills
Matlab, Fortran, VBA, Troubleshooting, Python, Strategy, Chemical Engineering, Petroleum, Process Simulation, Upstream, Process Engineering, Management, Reservoir Engineering, Engineering, Energy
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Rice University 2006 — 2009
BS, BA:, Chemical and Biomolecular Engineering, Asian Studies
National University of Singapore 2008 — 2008
Research Abroad, Chemical and Biomolecular Engineering
Capital Normal University 2005 — 2005
Study Abroad, Mandarin Chinese Language, Chinese History
Coffee on Wednesdays November 2013 - May 2015
Shell Oil Company July 2011 - July 2013
Shell Global Solutions January 2010 - July 2011
CLSA May 2008 - July 2008
Keio University - Itoh Laboratory May 2007 - August 2007
Skills
Matlab, Fortran, VBA, Troubleshooting, Python, Strategy, Chemical Engineering, Petroleum, Process Simulation, Upstream, Process Engineering, Management, Reservoir Engineering, Engineering, Energy
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Rice University 2006 — 2009
BS, BA:, Chemical and Biomolecular Engineering, Asian Studies
National University of Singapore 2008 — 2008
Research Abroad, Chemical and Biomolecular Engineering
Capital Normal University 2005 — 2005
Study Abroad, Mandarin Chinese Language, Chinese History
Marty Huang Marty Huang's CLSA Experience May 2011 - June 2011
Job Operations Project/Product Manager at Google
Industry Internet
Experience
Google December 2013 - Present
Google September 2013 - December 2013
Google 2012 - 2012
Rocket Internet GmbH 2012 - 2012
CLSA May 2011 - June 2011
The Boston Consulting Group January 2008 - April 2011
McKinsey & Company July 2006 - September 2006
Skills
Change Management, Strategic Planning, Business Evaluations, Operational Planning, Market Entry, Management Consulting, Financial Modeling, Business Strategy, Venture Capital, Strategy, Due Diligence, Valuation, Corporate Finance, Private Equity, Entrepreneurship, Competitive Analysis, Analysis, Operations Management, Organizational..., Human Resources, Supply Chain Management, Management
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance and Entrepreneurial Management
National Chengchi University 2001 — 2006
BBA, Business Administration, Journalism
University of Washington 2004 — 2005
Exchange Student, Business Administration
Google December 2013 - Present
Google September 2013 - December 2013
Google 2012 - 2012
Rocket Internet GmbH 2012 - 2012
CLSA May 2011 - June 2011
The Boston Consulting Group January 2008 - April 2011
McKinsey & Company July 2006 - September 2006
Skills
Change Management, Strategic Planning, Business Evaluations, Operational Planning, Market Entry, Management Consulting, Financial Modeling, Business Strategy, Venture Capital, Strategy, Due Diligence, Valuation, Corporate Finance, Private Equity, Entrepreneurship, Competitive Analysis, Analysis, Operations Management, Organizational..., Human Resources, Supply Chain Management, Management
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance and Entrepreneurial Management
National Chengchi University 2001 — 2006
BBA, Business Administration, Journalism
University of Washington 2004 — 2005
Exchange Student, Business Administration
Jessica Fernandez Jessica Fernandez's CLSA Experience 2012 - 2014
Job Parttime Yoga Instructor
Industry Health, Wellness and Fitness
Experience
Club Kids Yoga October 2014 - Present
CLSA 2012 - 2014
American Jewish World Service 2011 - 2012
usaENGLISH 2009 - 2011
New Brunswick Public Schools 2007 - 2009
Bright Horizons 2007 - 2008
Skills
Extensive International..., Administration, New Business Development, Bilingual, System Administration, Management, Budgets, Leadership, Research, Microsoft Office, Event Management, Program Management, Strategy, Event Planning, PowerPoint, Recruiting, Project Management, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor, Arts and Sciences
Club Kids Yoga October 2014 - Present
CLSA 2012 - 2014
American Jewish World Service 2011 - 2012
usaENGLISH 2009 - 2011
New Brunswick Public Schools 2007 - 2009
Bright Horizons 2007 - 2008
Skills
Extensive International..., Administration, New Business Development, Bilingual, System Administration, Management, Budgets, Leadership, Research, Microsoft Office, Event Management, Program Management, Strategy, Event Planning, PowerPoint, Recruiting, Project Management, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor, Arts and Sciences
Thomas Samuelson Thomas Samuelson's CLSA Experience 1998 - 2001
Job Senior Advisor at Venezuela Opportunities Fund
Industry Investment Management
Experience
Magellan Yates Associates January 2014 - Present
Grow Advisors March 2015 - Present
Venezuela Opportunities Fund June 2015 - Present
George Weiss Associates April 2005 - June 2013
Inca Investments, LLC 2003 - 2005
CLSA 1998 - 2001
Bear Stearns January 1995 - April 1998
Credit Lyonnais 1992 - 1995
Skills
Emerging Markets, Hedge Funds, Capital Markets, Alternative Investments, Equities, Portfolio Management, Equity Research, Asset Management, Investments, Bloomberg, Fund Of Funds, Investment Management, Equity Valuation, Global Macro, Investment Strategies, Derivatives, Latin America, Trading, Private Equity, Investment Banking, Equity Derivatives, Asset Allocation, Options, EMEA, Industrial Sector, Bonds, Equity Trading, Structured Products, Securities, Structured Finance, Corporate Finance, Trading Strategies, Greater China, Crowdfunding, peer to peer lending, B2B Marketing Strategy, Crowdsourcing
Education
Columbia University in the City of New York
Magellan Yates Associates January 2014 - Present
Grow Advisors March 2015 - Present
Venezuela Opportunities Fund June 2015 - Present
George Weiss Associates April 2005 - June 2013
Inca Investments, LLC 2003 - 2005
CLSA 1998 - 2001
Bear Stearns January 1995 - April 1998
Credit Lyonnais 1992 - 1995
Skills
Emerging Markets, Hedge Funds, Capital Markets, Alternative Investments, Equities, Portfolio Management, Equity Research, Asset Management, Investments, Bloomberg, Fund Of Funds, Investment Management, Equity Valuation, Global Macro, Investment Strategies, Derivatives, Latin America, Trading, Private Equity, Investment Banking, Equity Derivatives, Asset Allocation, Options, EMEA, Industrial Sector, Bonds, Equity Trading, Structured Products, Securities, Structured Finance, Corporate Finance, Trading Strategies, Greater China, Crowdfunding, peer to peer lending, B2B Marketing Strategy, Crowdsourcing
Education
Columbia University in the City of New York
Sumedha Sobti's CLSA Experience August 2008 - June 2010
Job Senior Consultant, Manager at Cognizant Business Consulting
Industry Information Technology and Services
Experience
Cognizant Business Consulting July 2015 - Present
Cognizant Business Consulting April 2012 - June 2015
Cognizant Business Consulting April 2011 - May 2011
CLSA August 2008 - June 2010
The Viewspaper June 2009 - June 2009
Skills
Business Analysis, Management Consulting, Analytics, Requirements Analysis, Requirements Gathering, Consulting, Team Management, Strategy, Software Project..., Market Research, Cross-functional Team...
Education
Indian Institute of Management, Kozhikode 2010 — 2012
MBA
Army Institute of Technology, University of Pune 2004 — 2008
B.E. Electronics and Telecommunication
Cognizant Business Consulting July 2015 - Present
Cognizant Business Consulting April 2012 - June 2015
Cognizant Business Consulting April 2011 - May 2011
CLSA August 2008 - June 2010
The Viewspaper June 2009 - June 2009
Skills
Business Analysis, Management Consulting, Analytics, Requirements Analysis, Requirements Gathering, Consulting, Team Management, Strategy, Software Project..., Market Research, Cross-functional Team...
Education
Indian Institute of Management, Kozhikode 2010 — 2012
MBA
Army Institute of Technology, University of Pune 2004 — 2008
B.E. Electronics and Telecommunication
Fei Wu's CLSA Experience February 2008 - July 2011
Job In transition
Industry Investment Management
Experience
BOCOM International (Bank of Communications) July 2011 - August 2015
CLSA February 2008 - July 2011
HSBC January 2005 - June 2006
Providian Financial July 2001 - January 2005
Skills
Capital Markets, Valuation, Equity Research, Equities, Entrepreneurship
Education
INSEAD 2006 — 2007
MBA
Stanford University 1997 — 2001
B.S., Management Science and Engineering - Industrial Engineering
BOCOM International (Bank of Communications) July 2011 - August 2015
CLSA February 2008 - July 2011
HSBC January 2005 - June 2006
Providian Financial July 2001 - January 2005
Skills
Capital Markets, Valuation, Equity Research, Equities, Entrepreneurship
Education
INSEAD 2006 — 2007
MBA
Stanford University 1997 — 2001
B.S., Management Science and Engineering - Industrial Engineering
Young Min (Lucas) Lee Young Min (Lucas) Lee's CLSA Experience January 2014 - May 2014
Job Equity Research Associate at Maxim Group
Industry Research
Experience
Maxim Group June 2015 - Present
Cantor Educational Consulting May 2007 - Present
Azla Advisors LLC January 2015 - June 2015
CLSA January 2014 - May 2014
Education
Columbia University in the City of New York 2015 — 2017
Pre-Medicine/Pre-Medical Studies
New York University - Leonard N. Stern School of Business
Corporate Finance, Master of Business Administration (MBA)
Queens College 2008 — 2011
Mathematics, Bachelor of Arts (B.A.)
State University of New York College at Geneseo 2005 — 2007
Mathematics
Maxim Group June 2015 - Present
Cantor Educational Consulting May 2007 - Present
Azla Advisors LLC January 2015 - June 2015
CLSA January 2014 - May 2014
Education
Columbia University in the City of New York 2015 — 2017
Pre-Medicine/Pre-Medical Studies
New York University - Leonard N. Stern School of Business
Corporate Finance, Master of Business Administration (MBA)
Queens College 2008 — 2011
Mathematics, Bachelor of Arts (B.A.)
State University of New York College at Geneseo 2005 — 2007
Mathematics
Jeffrey Huang Jeffrey Huang's CLSA Experience June 2014 - September 2014
Job Operations Specialist at GFI Group
Industry Financial Services
Experience
CLSA June 2014 - September 2014
Skills
Teamwork, Finance, Microsoft Excel, Securities, Equities, Research, Communication, PowerPoint, Presentations, Financial Modeling, Management
Education
State University of New York at Buffalo - School of Management 2012 — 2014
Bachelor of Science (BS), Business Administration; Finance
CLSA June 2014 - September 2014
Skills
Teamwork, Finance, Microsoft Excel, Securities, Equities, Research, Communication, PowerPoint, Presentations, Financial Modeling, Management
Education
State University of New York at Buffalo - School of Management 2012 — 2014
Bachelor of Science (BS), Business Administration; Finance
Richard Maltese Richard Maltese's CLSA Experience 2006 - 2009
Job BNP Paribas Risk Management
Industry Financial Services
Experience
BNP Paribas October 2009 - Present
CLSA 2006 - 2009
WestLB 2005 - 2006
Citigroup 1999 - 2005
ED&F Man 1993 - 1999
Bear Stearns 1986 - 1993
Skills
Capital Markets, Credit Risk, Derivatives, Risk Management, Hedge Funds, Credit, Fixed Income, Financial Markets
Education
St. Francis College 1984 — 1987
BS, Business Management
BNP Paribas October 2009 - Present
CLSA 2006 - 2009
WestLB 2005 - 2006
Citigroup 1999 - 2005
ED&F Man 1993 - 1999
Bear Stearns 1986 - 1993
Skills
Capital Markets, Credit Risk, Derivatives, Risk Management, Hedge Funds, Credit, Fixed Income, Financial Markets
Education
St. Francis College 1984 — 1987
BS, Business Management
Horace Chi Lok Tse Horace Chi Lok Tse's CLSA Experience June 2010 - August 2010
Job Graduate Trainee at Shanghai Commercial Bank
Industry Financial Services
Experience
Shanghai Commercial Bank August 2014 - Present
CITIC Securities International June 2014 - July 2014
The Hong Kong and Shanghai Banking Corporation Limited June 2011 - August 2011
CLSA June 2010 - August 2010
Fubon Bank May 2009 - July 2009
Skills
Certified Microsoft..., C++, SQL, JavaScript, C#, Bloomberg, HTML, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Teamwork, Leadership, Computer Modeling, Adobe Fireworks, SharePoint, Microsoft Excel, PowerPoint
Education
University of Rochester 2015 — 2016
Master of Science (M.S.), Finance
Syracuse University 2008 — 2013
Bachelor of Science (B.S.), Finance, Information Technology & Management
Hong Kong International School 1998 — 2008
High School Diploma
Shanghai Commercial Bank August 2014 - Present
CITIC Securities International June 2014 - July 2014
The Hong Kong and Shanghai Banking Corporation Limited June 2011 - August 2011
CLSA June 2010 - August 2010
Fubon Bank May 2009 - July 2009
Skills
Certified Microsoft..., C++, SQL, JavaScript, C#, Bloomberg, HTML, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Teamwork, Leadership, Computer Modeling, Adobe Fireworks, SharePoint, Microsoft Excel, PowerPoint
Education
University of Rochester 2015 — 2016
Master of Science (M.S.), Finance
Syracuse University 2008 — 2013
Bachelor of Science (B.S.), Finance, Information Technology & Management
Hong Kong International School 1998 — 2008
High School Diploma
Inigo Aragues Inigo Aragues's CLSA Experience 2004 - Present
Job Managing Director at CLSA
Industry
Experience
CLSA 2004 - Present
Education
Fordham University
Master of Business Administration (MBA)
CLSA 2004 - Present
Education
Fordham University
Master of Business Administration (MBA)
Angela Kustas's CLSA Experience May 2014 - July 2014
Job Strategy Analyst at CMC Consulting Group
Industry Management Consulting
Experience
CMC Consulting Group June 2015 - Present
CMC Consulting Group October 2014 - May 2015
Aequus Asia Capital Partners June 2014 - January 2015
CLSA May 2014 - July 2014
Skills
Market Research, Analysis, Teamwork, PowerPoint, Leadership, Finance, Microsoft Excel, Strategy, Competitive Analysis, Financial Analysis, Business Strategy, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Managerial Economics; Marketing
CMC Consulting Group June 2015 - Present
CMC Consulting Group October 2014 - May 2015
Aequus Asia Capital Partners June 2014 - January 2015
CLSA May 2014 - July 2014
Skills
Market Research, Analysis, Teamwork, PowerPoint, Leadership, Finance, Microsoft Excel, Strategy, Competitive Analysis, Financial Analysis, Business Strategy, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Managerial Economics; Marketing
Matthew O'Neill Matthew O'Neill's CLSA Experience August 2008 - August 2014
Job Vice President at CLSA
Industry Financial Services
Experience
Autonomous Research LLP October 2014 - Present
The Hunt 2007 - Present
CLSA August 2008 - August 2014
Bear Stearns April 2007 - June 2008
Citi August 2006 - April 2007
Purdue Pharma June 2002 - February 2006
Legg Mason September 2005 - December 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Hedge Funds, Investment Banking, Equities, Valuation, Financial Modeling, Emerging Markets, Private Equity, Alternative Investments, Trading, Corporate Finance, Portfolio Management, Venture Capital, Investments, Asset Managment, Due Diligence, Investor Relations, Options, Finance, Series 7
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Arts, Economics
Horace Greeley High School 1998 — 2002
Diploma
Autonomous Research LLP October 2014 - Present
The Hunt 2007 - Present
CLSA August 2008 - August 2014
Bear Stearns April 2007 - June 2008
Citi August 2006 - April 2007
Purdue Pharma June 2002 - February 2006
Legg Mason September 2005 - December 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Hedge Funds, Investment Banking, Equities, Valuation, Financial Modeling, Emerging Markets, Private Equity, Alternative Investments, Trading, Corporate Finance, Portfolio Management, Venture Capital, Investments, Asset Managment, Due Diligence, Investor Relations, Options, Finance, Series 7
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Arts, Economics
Horace Greeley High School 1998 — 2002
Diploma
Verai Sewgobind Verai Sewgobind's CLSA Experience February 2008 - February 2013
Job Global Corporate Client Group
Industry Financial Services
Experience
NASDAQ September 2014 - Present
Barclays April 2014 - September 2014
ConvergEx Group December 2013 - April 2014
NASDAQ OMX October 2013 - December 2013
CLSA February 2008 - February 2013
Bank of America February 2006 - February 2008
Merrill Lynch February 2000 - February 2006
Lehman Brothers October 1998 - February 2000
Skills
Equities, Equity Research, Bloomberg, Derivatives, Asset Management, Emerging Markets, Commodity, Trading, Corporate Finance, Hedge Funds, Private Equity, Valuation, Securities, Financial Markets, Financial Modeling, Alternative Investments, Financial Analysis, Series 63, Banking, Capital Markets, Fixed Income, Series 7, Investments, Electronic Trading, Trading Systems, Portfolio Management, Options, Investment Banking, FX Options, Equity Trading, Investor Relations, Investment Strategies, Equity Derivatives, Financial Services, Economics, Equity Valuation, Mutual Funds
Education
City University of New York-Hunter College
Dual BA, Psychology/Sociology
NASDAQ September 2014 - Present
Barclays April 2014 - September 2014
ConvergEx Group December 2013 - April 2014
NASDAQ OMX October 2013 - December 2013
CLSA February 2008 - February 2013
Bank of America February 2006 - February 2008
Merrill Lynch February 2000 - February 2006
Lehman Brothers October 1998 - February 2000
Skills
Equities, Equity Research, Bloomberg, Derivatives, Asset Management, Emerging Markets, Commodity, Trading, Corporate Finance, Hedge Funds, Private Equity, Valuation, Securities, Financial Markets, Financial Modeling, Alternative Investments, Financial Analysis, Series 63, Banking, Capital Markets, Fixed Income, Series 7, Investments, Electronic Trading, Trading Systems, Portfolio Management, Options, Investment Banking, FX Options, Equity Trading, Investor Relations, Investment Strategies, Equity Derivatives, Financial Services, Economics, Equity Valuation, Mutual Funds
Education
City University of New York-Hunter College
Dual BA, Psychology/Sociology
Lawrence Moses Lawrence Moses's CLSA Experience July 2007 - March 2014
Job Executive Director Global Equity Trading at Daiwa Capital Markets
Industry Capital Markets
Experience
Daiwa Capital Markets America Inc. September 2014 - Present
CLSA July 2007 - March 2014
HSBC Securities July 2002 - June 2007
CIBC World Markets July 2000 - July 2002
Skills
Equities, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Capital Markets, Trading, Financial Markets, Derivatives, Equity Derivatives, Hedge Funds, Securities, Options, Emerging Markets, Alternative Investments, Swaps
Education
Long Island University
Daiwa Capital Markets America Inc. September 2014 - Present
CLSA July 2007 - March 2014
HSBC Securities July 2002 - June 2007
CIBC World Markets July 2000 - July 2002
Skills
Equities, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Capital Markets, Trading, Financial Markets, Derivatives, Equity Derivatives, Hedge Funds, Securities, Options, Emerging Markets, Alternative Investments, Swaps
Education
Long Island University
Patrick Wu Patrick Wu's CLSA Experience March 2011 - July 2014
Job Asia Equity Sales at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank August 2014 - Present
CLSA March 2011 - July 2014
Credit Suisse June 2007 - June 2009
Skills
Capital Markets, Mergers & Acquisitions, Valuation, Equities, Investment Banking, Hedge Funds, Financial Modeling, Investments, Bloomberg, Financial Analysis, Emerging Markets
Education
Cornell University
BS Applied Economics and Management
Deutsche Bank August 2014 - Present
CLSA March 2011 - July 2014
Credit Suisse June 2007 - June 2009
Skills
Capital Markets, Mergers & Acquisitions, Valuation, Equities, Investment Banking, Hedge Funds, Financial Modeling, Investments, Bloomberg, Financial Analysis, Emerging Markets
Education
Cornell University
BS Applied Economics and Management
Phillip Braun Phillip Braun's CLSA Experience 2000 - 2003
Job Clinical Professor of Finance
Industry Higher Education
Experience
Kellogg School of Management June 2009 - Present
University of Chicago Booth School of Business June 2007 - June 2009
The Brooker Group Plc March 2003 - June 2007
CLSA 2000 - 2003
A.T. Kearney 1997 - 2001
Kellogg School of Management 1991 - 1997
Sasin Graduate Institute of Business Administration of Chulalongkorn University 1993 - 1996
Education
The University of Chicago Booth School of Business 1987 — 1991
Ph.D., Finance and Economics
Washington University in St. Louis 1983 — 1985
MA, Economics
Oberlin College 1978 — 1981
BA, Econ
Kellogg School of Management June 2009 - Present
University of Chicago Booth School of Business June 2007 - June 2009
The Brooker Group Plc March 2003 - June 2007
CLSA 2000 - 2003
A.T. Kearney 1997 - 2001
Kellogg School of Management 1991 - 1997
Sasin Graduate Institute of Business Administration of Chulalongkorn University 1993 - 1996
Education
The University of Chicago Booth School of Business 1987 — 1991
Ph.D., Finance and Economics
Washington University in St. Louis 1983 — 1985
MA, Economics
Oberlin College 1978 — 1981
BA, Econ
Richard Wright's CLSA Experience March 2008 - June 2008
Job Analyst at Aternalis Capital
Industry Financial Services
Experience
Aternalis Capital April 2015 - Present
Aravt Global September 2013 - January 2015
Tyrian Investments, LP December 2011 - September 2013
J.P. Morgan January 2012 - May 2012
The Rohatyn Group May 2011 - August 2011
Advanced Portfolio Management July 2010 - August 2010
Inductis August 2008 - September 2009
CLSA March 2008 - June 2008
JET Program July 2006 - July 2007
Inductis August 2004 - July 2006
Skills
Financial Modeling, PowerPoint, Private Equity, Valuation, Microsoft Office, Microsoft Excel, Due Diligence, Hedge Funds, Japanese, Microsoft Word, Strategy, Customer Service, Corporate Finance, Financial Analysis, Emerging Markets
Education
Columbia Law School 2010 — 2013
Doctor of Law (JD)
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2013
MALD, International Economics and International Finance
Stanford's Inter-University Center, Yokohama, Japan 2007 — 2008
Japanese Language
Yale University 2000 — 2004
BS, Mathematics
Aternalis Capital April 2015 - Present
Aravt Global September 2013 - January 2015
Tyrian Investments, LP December 2011 - September 2013
J.P. Morgan January 2012 - May 2012
The Rohatyn Group May 2011 - August 2011
Advanced Portfolio Management July 2010 - August 2010
Inductis August 2008 - September 2009
CLSA March 2008 - June 2008
JET Program July 2006 - July 2007
Inductis August 2004 - July 2006
Skills
Financial Modeling, PowerPoint, Private Equity, Valuation, Microsoft Office, Microsoft Excel, Due Diligence, Hedge Funds, Japanese, Microsoft Word, Strategy, Customer Service, Corporate Finance, Financial Analysis, Emerging Markets
Education
Columbia Law School 2010 — 2013
Doctor of Law (JD)
Tufts University - The Fletcher School of Law and Diplomacy 2009 — 2013
MALD, International Economics and International Finance
Stanford's Inter-University Center, Yokohama, Japan 2007 — 2008
Japanese Language
Yale University 2000 — 2004
BS, Mathematics
Matthew Fischer's CLSA Experience April 2009 - July 2013
Job Managing Director
Industry Capital Markets
Experience
DV Trading May 2015 - Present
BlackRock September 2013 - April 2015
CLSA April 2009 - July 2013
Deutsche Bank April 2007 - April 2009
Prudential Equity Group 2001 - 2007
Independent Research Group, LLC 2004 - 2005
Merrill Lynch 1995 - 1999
Skills
Investment Banking, Business Strategy, Equity Research, Investments, Financial Modeling, Fundamental Analysis, Written & Oral..., Asset Management, Alternative Investments, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Investment Management
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (BA), Economics
DV Trading May 2015 - Present
BlackRock September 2013 - April 2015
CLSA April 2009 - July 2013
Deutsche Bank April 2007 - April 2009
Prudential Equity Group 2001 - 2007
Independent Research Group, LLC 2004 - 2005
Merrill Lynch 1995 - 1999
Skills
Investment Banking, Business Strategy, Equity Research, Investments, Financial Modeling, Fundamental Analysis, Written & Oral..., Asset Management, Alternative Investments, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Investment Management
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (BA), Economics
Jeff Mahalik Jeff Mahalik's CLSA Experience May 2014 - Present
Job Portfolio Trading Analyst at CLSA
Industry Financial Services
Experience
CLSA May 2014 - Present
CLSA October 2011 - May 2014
CLSA February 2011 - October 2011
CLSA May 2005 - February 2011
CLSA October 1999 - September 2003
New York Sports Club February 1999 - August 1999
Skills
Equities, Equity Research, Capital Markets, Equity Trading, Trading, Financial Modeling, Electronic Trading, Bloomberg, Valuation, Financial Markets, Portfolio Management, Analysis, Financial Analysis, Financial Services
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Temple University
Master's Degree, Sports Management
Lycoming College
Bachelor's Degree, Economics / Psychology
CLSA May 2014 - Present
CLSA October 2011 - May 2014
CLSA February 2011 - October 2011
CLSA May 2005 - February 2011
CLSA October 1999 - September 2003
New York Sports Club February 1999 - August 1999
Skills
Equities, Equity Research, Capital Markets, Equity Trading, Trading, Financial Modeling, Electronic Trading, Bloomberg, Valuation, Financial Markets, Portfolio Management, Analysis, Financial Analysis, Financial Services
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Temple University
Master's Degree, Sports Management
Lycoming College
Bachelor's Degree, Economics / Psychology
Patrick O'Grady Patrick O'Grady's CLSA Experience 2014 - 2015
Job Investment Analyst at Prentice Capital Management
Industry Financial Services
Experience
Prentice Capital Management 2015 - Present
Prentice Capital Management 2015 - Present
CLSA 2014 - 2015
Buckingham Research Group 2011 - 2014
Spruce Point Capital Management June 2009 - August 2009
Bessemer Trust 2004 - 2008
Skills
Valuation, Financial Modeling, Equities, Private Equity, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Investments, Equity Valuation, Corporate Finance, Portfolio Management, Series 7, Asset Managment, Investment Strategies, Alternative Investments, Financial Analysis, Emerging Markets, Series 63, Series 86, Series 87, Fund Of Funds, Investment Banking, Fixed Income
Education
London Business School 2010 — 2010
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2008 — 2010
MBA, Accounting, Corporate Finance
Columbia University in the City of New York 2000 — 2004
BA, Political Science
Prentice Capital Management 2015 - Present
Prentice Capital Management 2015 - Present
CLSA 2014 - 2015
Buckingham Research Group 2011 - 2014
Spruce Point Capital Management June 2009 - August 2009
Bessemer Trust 2004 - 2008
Skills
Valuation, Financial Modeling, Equities, Private Equity, Hedge Funds, Equity Research, Bloomberg, Capital Markets, Investments, Equity Valuation, Corporate Finance, Portfolio Management, Series 7, Asset Managment, Investment Strategies, Alternative Investments, Financial Analysis, Emerging Markets, Series 63, Series 86, Series 87, Fund Of Funds, Investment Banking, Fixed Income
Education
London Business School 2010 — 2010
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2008 — 2010
MBA, Accounting, Corporate Finance
Columbia University in the City of New York 2000 — 2004
BA, Political Science
Craig Maurer Craig Maurer's CLSA Experience March 2007 - August 2014
Job Equity analyst focused on payments, payment technology, and all related topics
Industry Capital Markets
Experience
Autonomous Research LLP September 2014 - Present
CLSA March 2007 - August 2014
Fulcrum Global Partners 2004 - 2006
Midwest Research 2003 - 2004
FTN Financial 2003 - 2004
Putnam Lovell 1999 - 2003
Neuberger Berman 1997 - 1999
Skills
Capital Markets, Finance, Management, Bloomberg, Financial Modeling, Hedge Funds, Investments, Equities, Equity Research, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance
Syracuse University
Autonomous Research LLP September 2014 - Present
CLSA March 2007 - August 2014
Fulcrum Global Partners 2004 - 2006
Midwest Research 2003 - 2004
FTN Financial 2003 - 2004
Putnam Lovell 1999 - 2003
Neuberger Berman 1997 - 1999
Skills
Capital Markets, Finance, Management, Bloomberg, Financial Modeling, Hedge Funds, Investments, Equities, Equity Research, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance
Syracuse University
Chris Feliciano Chris Feliciano's CLSA Experience June 2008 - July 2008
Job Strategy Associate and Business Intelligence Lead Global Business at Google
Industry Computer Software
Experience
Google June 2014 - Present
Google July 2011 - June 2014
Google June 2010 - August 2010
Credit Agricole CIB June 2009 - August 2009
CLSA June 2008 - July 2008
CitiSecurities Online June 2007 - July 2007
Skills
Data Analysis, Financial Modeling, Analysis, Research, Finance, Microsoft Excel, Financial Analysis, SQL, Customer Segmentation..., Fixed Income, Economics, Investments, Investment Banking, Equities, Financial Markets, Payroll
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics-Philosophy, Concentration in Psychology
Ateneo de Manila University 2003 — 2007
High School Degree, Honors Program
Google June 2014 - Present
Google July 2011 - June 2014
Google June 2010 - August 2010
Credit Agricole CIB June 2009 - August 2009
CLSA June 2008 - July 2008
CitiSecurities Online June 2007 - July 2007
Skills
Data Analysis, Financial Modeling, Analysis, Research, Finance, Microsoft Excel, Financial Analysis, SQL, Customer Segmentation..., Fixed Income, Economics, Investments, Investment Banking, Equities, Financial Markets, Payroll
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics-Philosophy, Concentration in Psychology
Ateneo de Manila University 2003 — 2007
High School Degree, Honors Program
Abhinav Agrawal Abhinav Agrawal's CLSA Experience July 2007 - July 2009
Job Vice President Investment Banking (M&A) at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi August 2011 - December 2014
Darden Graduate School of Business August 2009 - August 2011
Goldman Sachs June 2010 - August 2010
CLSA July 2007 - July 2009
Credit Suisse July 2006 - June 2007
CRPF Public School, Rohini 1992 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Bloomberg, Portfolio Management, Research, Equity Research, Competitive Analysis, Data Analysis, Business Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Corporate Finance and Investment Management
CFA Institute 2008 — 2010
Nanyang Technological University 2002 — 2006
Bachelors, Computer Engineering
CRPF Public School 1992 — 2002
Citi January 2015 - Present
Citi August 2011 - December 2014
Darden Graduate School of Business August 2009 - August 2011
Goldman Sachs June 2010 - August 2010
CLSA July 2007 - July 2009
Credit Suisse July 2006 - June 2007
CRPF Public School, Rohini 1992 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, Capital Markets, Bloomberg, Portfolio Management, Research, Equity Research, Competitive Analysis, Data Analysis, Business Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Corporate Finance and Investment Management
CFA Institute 2008 — 2010
Nanyang Technological University 2002 — 2006
Bachelors, Computer Engineering
CRPF Public School 1992 — 2002
Chi Fung Lee's CLSA Experience November 2011 - April 2012
Job Principal Consultant at BRIDGE Energy Group
Industry Computer Software
Experience
BRIDGE Energy Group August 2015 - Present
Alvarez & Marsal June 2012 - Present
CLSA November 2011 - April 2012
GDF SUEZ Energy Resources NA June 2011 - November 2011
Utility Integration Solutions November 2006 - December 2010
ERCOT October 2006 - October 2010
Sempra Energy Trading February 2006 - October 2006
NYISO June 2004 - September 2006
BEA December 2003 - June 2004
Reliant May 2001 - December 2003
Skills
ESB, SOA, SOAP, Enterprise Architecture, Database Design, Automated Software..., TIBCO, EAI, Java, Database Administration, XML Databases, Database Modeling, Integration, System Testing, JavaScript, VB.NET, .NET, C++, MS VC++, Oracle SQL, Oracle PL/SQL..., Oracle Pro*C, iTKO LISA, Weblogic, Sybase, Microsoft SQL Server, ASP, JSP, XML-RPC, XML Spy, XML Schema, XSLT, XSL-FO, MSMQ, JMS, PL/SQL, Oracle, SDLC, Enterprise Software, Agile Methodologies, WebLogic, Web Services
Education
University of Minnesota-Twin Cities 1991 — 1993
MS
University of Minnesota-Twin Cities 1991 — 1993
MS
University of Minnesota-Twin Cities 1985 — 1989
BS
Hong Kong Polytechnic 1982 — 1984
Deploma
BRIDGE Energy Group August 2015 - Present
Alvarez & Marsal June 2012 - Present
CLSA November 2011 - April 2012
GDF SUEZ Energy Resources NA June 2011 - November 2011
Utility Integration Solutions November 2006 - December 2010
ERCOT October 2006 - October 2010
Sempra Energy Trading February 2006 - October 2006
NYISO June 2004 - September 2006
BEA December 2003 - June 2004
Reliant May 2001 - December 2003
Skills
ESB, SOA, SOAP, Enterprise Architecture, Database Design, Automated Software..., TIBCO, EAI, Java, Database Administration, XML Databases, Database Modeling, Integration, System Testing, JavaScript, VB.NET, .NET, C++, MS VC++, Oracle SQL, Oracle PL/SQL..., Oracle Pro*C, iTKO LISA, Weblogic, Sybase, Microsoft SQL Server, ASP, JSP, XML-RPC, XML Spy, XML Schema, XSLT, XSL-FO, MSMQ, JMS, PL/SQL, Oracle, SDLC, Enterprise Software, Agile Methodologies, WebLogic, Web Services
Education
University of Minnesota-Twin Cities 1991 — 1993
MS
University of Minnesota-Twin Cities 1991 — 1993
MS
University of Minnesota-Twin Cities 1985 — 1989
BS
Hong Kong Polytechnic 1982 — 1984
Deploma
Abdullah Qasir's CLSA Experience June 2011 - Present
Job Senior Infrastructure Technology Analyst at CLSA
Industry Financial Services
Experience
CLSA June 2011 - Present
Junior Achievement of New York January 2011 - June 2011
Citigroup April 2005 - June 2011
Community Development International 2010 - 2011
Citigroup January 1999 - April 2005
Citigroup December 1997 - January 1999
British Airways January 1997 - December 1997
Skills
IT Project & Program..., IT Infrastructure..., Data Center, Disaster Recovery, COB, Windows Server, HP EVA, NetApp, HP Blade, HP Proliant, Bluecoat Proxies, Websense, Actiance Vantage, Actiance USG/Socialite, Altiris, Symantec Endpoint..., Microsoft Exchange, HP MSL Tape Library, HP Data Protector, Windows 7, Lync Server 2010, Blackberry Enterprise..., TCP/IP, Active Directory, Microsoft DNS, Good Mobile Messaging, Microsoft SQL Server, Microsoft Cluster, Debit Cards, Credit Cards, ATMs, ISO 96, Change Control, Operations Management, IT Hardware Support, NetIQ AppManager, Brocade Fibre Switches, Qlogic, VMware ESX, Virtualization, WSUS, BigFix, Software Development, Technical Writing, Technical Documentation, Employee Training, Help Desk Support, Performance Metrics, Project Management, Coaching
Education
Columbia University in the City of New York
State University of New York Empire State College
BS, Computer Science
City University of New York-Queens College
Thomas A. Edison High School 1988 — 1991
CLSA June 2011 - Present
Junior Achievement of New York January 2011 - June 2011
Citigroup April 2005 - June 2011
Community Development International 2010 - 2011
Citigroup January 1999 - April 2005
Citigroup December 1997 - January 1999
British Airways January 1997 - December 1997
Skills
IT Project & Program..., IT Infrastructure..., Data Center, Disaster Recovery, COB, Windows Server, HP EVA, NetApp, HP Blade, HP Proliant, Bluecoat Proxies, Websense, Actiance Vantage, Actiance USG/Socialite, Altiris, Symantec Endpoint..., Microsoft Exchange, HP MSL Tape Library, HP Data Protector, Windows 7, Lync Server 2010, Blackberry Enterprise..., TCP/IP, Active Directory, Microsoft DNS, Good Mobile Messaging, Microsoft SQL Server, Microsoft Cluster, Debit Cards, Credit Cards, ATMs, ISO 96, Change Control, Operations Management, IT Hardware Support, NetIQ AppManager, Brocade Fibre Switches, Qlogic, VMware ESX, Virtualization, WSUS, BigFix, Software Development, Technical Writing, Technical Documentation, Employee Training, Help Desk Support, Performance Metrics, Project Management, Coaching
Education
Columbia University in the City of New York
State University of New York Empire State College
BS, Computer Science
City University of New York-Queens College
Thomas A. Edison High School 1988 — 1991
Srinivas Balasubramanian's CLSA Experience 1997 - 1999
Job CEO at Photon
Industry Information Technology and Services
Experience
Photon January 2007 - Present
webMethods September 2006 - January 2007
Infravio (acquired by Webmethods for $38mn in cash) January 2005 - September 2006
Infravio March 2001 - December 2004
Infravio January 2000 - March 2001
CLSA 1997 - 1999
ICIC Securities (ICICI/ JP Morgan) 1997 - 1997
Education
Indian Institute of Management, Calcutta 1995 — 1997
MBA, Finance, Marketing
Birla Institute of Technology and Science, Pilani 1991 — 1995
Vidya Mandir 1977 — 1991
Photon January 2007 - Present
webMethods September 2006 - January 2007
Infravio (acquired by Webmethods for $38mn in cash) January 2005 - September 2006
Infravio March 2001 - December 2004
Infravio January 2000 - March 2001
CLSA 1997 - 1999
ICIC Securities (ICICI/ JP Morgan) 1997 - 1997
Education
Indian Institute of Management, Calcutta 1995 — 1997
MBA, Finance, Marketing
Birla Institute of Technology and Science, Pilani 1991 — 1995
Vidya Mandir 1977 — 1991
Pooja Chaturvedi's CLSA Experience January 2007 - December 2010
Job Senior Software Engineer at Nomura Securities
Industry Financial Services
Experience
Nomura Securities December 2010 - Present
CLSA January 2007 - December 2010
Skills
Production Support, Sybase, Capital Markets, Unix, Trading Systems, Core Java, Unix Shell Scripting, Autosys, Software Project..., Shell Scripting, SDLC, Requirements Analysis, PL/SQL, SQL, Oracle, Databases, Requirements Gathering
Education
Symbiosis International University 2005 — 2007
Manipal Institute of Technology 2000 — 2003
B.Sc, IT
Nomura Securities December 2010 - Present
CLSA January 2007 - December 2010
Skills
Production Support, Sybase, Capital Markets, Unix, Trading Systems, Core Java, Unix Shell Scripting, Autosys, Software Project..., Shell Scripting, SDLC, Requirements Analysis, PL/SQL, SQL, Oracle, Databases, Requirements Gathering
Education
Symbiosis International University 2005 — 2007
Manipal Institute of Technology 2000 — 2003
B.Sc, IT
Ryan Versteeg's CLSA Experience January 2011 - Present
Job Professional Land Surveyor (PLS) & Certified Federal Surveyor (CFedS) at Towill, Inc.
Industry Civil Engineering
Experience
Towill, Inc. May 2012 - Present
CLSA January 2011 - Present
Riverside/San Bernardino Chapter of CLSA January 2013 - December 2013
Riverside/San Bernardino Chapter of CLSA January 2012 - December 2012
David Evans and Associates, Inc. January 2006 - June 2012
Riverside/San Bernardino Chapter of CLSA January 2011 - December 2011
Riverside/San Bernardino Chapter of CLSA January 2010 - December 2010
Psomas 1997 - 2005
Skills
Surveying, Boundary, Transportation, Right of Way Engineering, Railroad Boundaries, Bentley Microstation, AutoCAD, Bentley Inroads, Right of Way, Bentley InRoads, Land Use Planning, Platting, Legal Descriptions, ALTA Surveys, GPS, Topographic Surveys, Easements, Drainage, Bridge, Highways, Stormwater Management, Subdivisions, Road, Site Plans, Data Mapping, Microstation, Construction Staking, Civil Engineering, Site Development
Education
California State Polytechnic University-Pomona 1991 — 1997
Bachelor of Science, Civil Engineering w/ Surveying Engineering Option
Kennedy High 1987 — 1991
Towill, Inc. May 2012 - Present
CLSA January 2011 - Present
Riverside/San Bernardino Chapter of CLSA January 2013 - December 2013
Riverside/San Bernardino Chapter of CLSA January 2012 - December 2012
David Evans and Associates, Inc. January 2006 - June 2012
Riverside/San Bernardino Chapter of CLSA January 2011 - December 2011
Riverside/San Bernardino Chapter of CLSA January 2010 - December 2010
Psomas 1997 - 2005
Skills
Surveying, Boundary, Transportation, Right of Way Engineering, Railroad Boundaries, Bentley Microstation, AutoCAD, Bentley Inroads, Right of Way, Bentley InRoads, Land Use Planning, Platting, Legal Descriptions, ALTA Surveys, GPS, Topographic Surveys, Easements, Drainage, Bridge, Highways, Stormwater Management, Subdivisions, Road, Site Plans, Data Mapping, Microstation, Construction Staking, Civil Engineering, Site Development
Education
California State Polytechnic University-Pomona 1991 — 1997
Bachelor of Science, Civil Engineering w/ Surveying Engineering Option
Kennedy High 1987 — 1991
Rick Bradt's CLSA Experience April 2010 - April 2012
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2012 - Present
CLSA April 2010 - April 2012
Pali Capital July 2008 - April 2010
Jefferies & Company November 2004 - April 2008
Schwab Soundview Capital Markets January 2000 - November 2004
Schroders 1993 - 2000
Skills
Investments, Securities, Series 63, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Arts, American Studies
Phillips Academy, Andover 1976 — 1979
Neuberger Berman April 2012 - Present
CLSA April 2010 - April 2012
Pali Capital July 2008 - April 2010
Jefferies & Company November 2004 - April 2008
Schwab Soundview Capital Markets January 2000 - November 2004
Schroders 1993 - 2000
Skills
Investments, Securities, Series 63, Portfolio Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Arts, American Studies
Phillips Academy, Andover 1976 — 1979
Hitesh Dewangan's CLSA Experience September 2013 - Present
Job Technical Lead at CLSA
Industry Investment Banking
Experience
CLSA September 2013 - Present
Zensar Technologies February 2012 - August 2013
Cognizant Technology Solutions September 2007 - February 2012
Skills
Team Management, Unix Shell Scripting, SQL, Requirements Analysis, Unix, SDLC, Requirements Gathering, Performance Tuning, TIBCO, Testing, Sybase Adaptive Server, Production Support, Gigaspaces, Mentoring
Education
Prin. L.N. Wellingkar Institute Of Mgt. Develop 2013 — 2015
Master's Degree, PGDM-DLP
National Institute of Technology Raipur 2003 — 2007
Bachelor of Engineering (BE), Electrical Engineering
CLSA September 2013 - Present
Zensar Technologies February 2012 - August 2013
Cognizant Technology Solutions September 2007 - February 2012
Skills
Team Management, Unix Shell Scripting, SQL, Requirements Analysis, Unix, SDLC, Requirements Gathering, Performance Tuning, TIBCO, Testing, Sybase Adaptive Server, Production Support, Gigaspaces, Mentoring
Education
Prin. L.N. Wellingkar Institute Of Mgt. Develop 2013 — 2015
Master's Degree, PGDM-DLP
National Institute of Technology Raipur 2003 — 2007
Bachelor of Engineering (BE), Electrical Engineering
Peter Vogel's CLSA Experience August 2010 - Present
Job Tech Specialist Sales at CLSA
Industry Financial Services
Experience
CLSA August 2010 - Present
Hapoalim Securities 2009 - 2010
THE BOSTON COMPANY ASSET MANAGEMENT (formerly Dreyfus) 2005 - 2009
Circle T Partners January 2000 - January 2005
Skills
Equities, Bloomberg, Competitive Analysis, Equity Research, Hedge Funds
Education
Roger Williams University 1990 — 1993
Bachelor of Science, Business Administration
Wilton High School 1984 — 1988
CLSA August 2010 - Present
Hapoalim Securities 2009 - 2010
THE BOSTON COMPANY ASSET MANAGEMENT (formerly Dreyfus) 2005 - 2009
Circle T Partners January 2000 - January 2005
Skills
Equities, Bloomberg, Competitive Analysis, Equity Research, Hedge Funds
Education
Roger Williams University 1990 — 1993
Bachelor of Science, Business Administration
Wilton High School 1984 — 1988
Allison Sweeney, PHR, SHRM-CP's CLSA Experience May 2008 - December 2010
Job Human Resources & Recruiting
Industry Human Resources
Experience
Envoy Mortgage July 2014 - Present
De Vore Recruiting December 2013 - August 2014
AGIA, Inc. April 2013 - July 2013
CLSA May 2008 - December 2010
SearchWorks August 2007 - May 2008
General Dynamics Information Technology August 2005 - May 2007
Skills
Recruiting, Vendor Management, Business Analysis, Personnel Management, Technical Recruiting, Onboarding, Sourcing, Human Resources, Performance Management, Talent Management, Investment Banking, HRIS, Project Management, Employee Relations, Talent Acquisition, Equities, Interviews, Workforce Planning, New Hire Orientations, Applicant Tracking..., Screening Resumes
Education
Drexel University 2000 — 2005
Bachelor of Science, Business Administration - HR Management & Marketing; Minor in Psychology
Envoy Mortgage July 2014 - Present
De Vore Recruiting December 2013 - August 2014
AGIA, Inc. April 2013 - July 2013
CLSA May 2008 - December 2010
SearchWorks August 2007 - May 2008
General Dynamics Information Technology August 2005 - May 2007
Skills
Recruiting, Vendor Management, Business Analysis, Personnel Management, Technical Recruiting, Onboarding, Sourcing, Human Resources, Performance Management, Talent Management, Investment Banking, HRIS, Project Management, Employee Relations, Talent Acquisition, Equities, Interviews, Workforce Planning, New Hire Orientations, Applicant Tracking..., Screening Resumes
Education
Drexel University 2000 — 2005
Bachelor of Science, Business Administration - HR Management & Marketing; Minor in Psychology
Gigi Shum's CLSA Experience December 2011 - Present
Job Human Resources Manager at CLSA
Industry Financial Services
Experience
CLSA December 2011 - Present
CLSA Limited February 2006 - November 2011
Skills
Equities, Employee Engagement, Employee Relations, HR Policies, Talent Management, Onboarding, Deferred Compensation, Human Resources, Recruiting, Performance Management
Education
York College of Pennsylvania 2003 — 2004
Master of Business Administration, Human Resources Management
Johnson and Wales University
Bachelor of Science, Management
CLSA December 2011 - Present
CLSA Limited February 2006 - November 2011
Skills
Equities, Employee Engagement, Employee Relations, HR Policies, Talent Management, Onboarding, Deferred Compensation, Human Resources, Recruiting, Performance Management
Education
York College of Pennsylvania 2003 — 2004
Master of Business Administration, Human Resources Management
Johnson and Wales University
Bachelor of Science, Management
Stacey Tsang's CLSA Experience August 2012 - December 2014
Job Talent Manager • Organization Development • Entrepreneur | Bridging organizational gaps to enhance employee performance
Industry Capital Markets
Experience
DDB May 2015 - Present
CLSA August 2012 - December 2014
CLSA July 2010 - July 2012
Radial Bat Institute February 2007 - May 2010
Navigant Consulting, Inc. 2005 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Equities, Corporate Finance, Equity Research, Business Analysis, Capital Markets, Entrepreneurship, Due Diligence, Finance, Analysis, Management, Mergers & Acquisitions, Talent Management
Education
New York University
Certificate in Leadership and Organizational Development
New York University - Leonard N. Stern School of Business
DDB May 2015 - Present
CLSA August 2012 - December 2014
CLSA July 2010 - July 2012
Radial Bat Institute February 2007 - May 2010
Navigant Consulting, Inc. 2005 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Equities, Corporate Finance, Equity Research, Business Analysis, Capital Markets, Entrepreneurship, Due Diligence, Finance, Analysis, Management, Mergers & Acquisitions, Talent Management
Education
New York University
Certificate in Leadership and Organizational Development
New York University - Leonard N. Stern School of Business
Joseph K. Cariello's CLSA Experience December 2009 - January 2014
Job Director Energy at Credit Agricole
Industry Oil & Energy
Experience
Crédit Agricole CIB July 2014 - Present
ICR - Energy January 2014 - July 2014
CLSA December 2009 - January 2014
Soleil Securities March 2007 - March 2009
Lynx Asset Management November 1998 - March 2007
Skills
Series 7, Equity Research, Financial Modeling, Investments, Forecasting, Equities, Valuation, Fixed Income, Financial Analysis, Asset Managment, Finance, Corporate Finance, Asset Management, Bloomberg, Capital Markets, Equity Valuation, Analysis, Trading, Investment Banking, Investor Relations
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
Master of Business Administration (MBA), Finance, General
Lafayette College 1994 — 1998
Bachelor of Arts (BA), Economics and Business
Crédit Agricole CIB July 2014 - Present
ICR - Energy January 2014 - July 2014
CLSA December 2009 - January 2014
Soleil Securities March 2007 - March 2009
Lynx Asset Management November 1998 - March 2007
Skills
Series 7, Equity Research, Financial Modeling, Investments, Forecasting, Equities, Valuation, Fixed Income, Financial Analysis, Asset Managment, Finance, Corporate Finance, Asset Management, Bloomberg, Capital Markets, Equity Valuation, Analysis, Trading, Investment Banking, Investor Relations
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
Master of Business Administration (MBA), Finance, General
Lafayette College 1994 — 1998
Bachelor of Arts (BA), Economics and Business
Christopher Spahr's CLSA Experience March 2009 - Present
Job Equity Analyst at CLSA Americas
Industry Investment Banking
Experience
CLSA March 2009 - Present
Deutsche Bank February 2007 - March 2009
Prudential Equity Group 2001 - 2007
Federal Reserve Bank of New York August 1996 - February 2001
Skills
Equity Research, Equity Valuation, Valuation, Hedge Funds, Equities, Financial Modeling, Capital Markets, Bloomberg, Emerging Markets, Portfolio Management, Fixed Income, Investments, Securities, Financial Markets, Financial Services
Education
Duke University 1994 — 1996
MPP, Public Policy
Indiana University Bloomington 1988 — 1992
Bachelor of Arts (B.A.), Economics
CLSA March 2009 - Present
Deutsche Bank February 2007 - March 2009
Prudential Equity Group 2001 - 2007
Federal Reserve Bank of New York August 1996 - February 2001
Skills
Equity Research, Equity Valuation, Valuation, Hedge Funds, Equities, Financial Modeling, Capital Markets, Bloomberg, Emerging Markets, Portfolio Management, Fixed Income, Investments, Securities, Financial Markets, Financial Services
Education
Duke University 1994 — 1996
MPP, Public Policy
Indiana University Bloomington 1988 — 1992
Bachelor of Arts (B.A.), Economics
Chris Foley's CLSA Experience December 2007 - February 2010
Job Actor
Industry Performing Arts
Experience
CLSA December 2007 - February 2010
RBC Capital Markets April 2001 - November 2007
Lehman Brothers June 1998 - April 2001
Skills
Acting
Education
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.), History
CLSA December 2007 - February 2010
RBC Capital Markets April 2001 - November 2007
Lehman Brothers June 1998 - April 2001
Skills
Acting
Education
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.), History
Todd Steeves's CLSA Experience December 2003 - June 2012
Job Executive Director at Nomura Securities
Industry Investment Management
Experience
Nomura Securities August 2013 - Present
CLSA December 2003 - June 2012
Goldman Sachs & Co. 2000 - 2003
Skills
Bloomberg, Business Valuation, Equities, Equity Research, Hedge Funds, Sales, Capital Markets
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
California State University-Sacramento 1984 — 1989
Bachelor of Business Administration (BBA), Finance, General
Del Campo hS
Nomura Securities August 2013 - Present
CLSA December 2003 - June 2012
Goldman Sachs & Co. 2000 - 2003
Skills
Bloomberg, Business Valuation, Equities, Equity Research, Hedge Funds, Sales, Capital Markets
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
California State University-Sacramento 1984 — 1989
Bachelor of Business Administration (BBA), Finance, General
Del Campo hS
Ai-Jung (Lily) Li's CLSA Experience May 2011 - July 2011
Job Technical Product Manager at Amazon Web Services
Industry Internet
Experience
Amazon Web Services July 2014 - Present
Fotavo (now LadyMarry) January 2014 - July 2014
The Dow Chemical Company August 2013 - February 2014
Garage+ (Start-up incubator of Epoch foundation) June 2013 - August 2013
The Wharton School, University of Pennsylvania Class of 2013 July 2011 - May 2013
Dow Chemical June 2012 - August 2012
CLSA May 2011 - July 2011
ASUS March 2010 - May 2011
ASUS November 2008 - February 2010
NVIDIA September 2006 - September 2008
Skills
Product Management, Product Marketing, Market Analysis, Strategy, Strategic Partnerships, Competitive Analysis, Go-to-market Strategy, Marketing Research, Marketing Strategy, Cloud Computing, Venture Capital, Market Research, Cross-functional Team..., New Business Development, Brand Management, Corporate Development, Mergers & Acquisitions, Analytics, Pricing Strategy, Strategic Planning, Telecommunications, Due Diligence, Entrepreneurship, Technology Management, Competitive Intelligence, Program Management, Project Management, Agile Methodologies, User Experience, Business Development, Start-ups, Business Strategy, Management, Product Development
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Management
National Taiwan University 2002 — 2006
BS, Electrical Engineering
Taipei First Girl High School
Amazon Web Services July 2014 - Present
Fotavo (now LadyMarry) January 2014 - July 2014
The Dow Chemical Company August 2013 - February 2014
Garage+ (Start-up incubator of Epoch foundation) June 2013 - August 2013
The Wharton School, University of Pennsylvania Class of 2013 July 2011 - May 2013
Dow Chemical June 2012 - August 2012
CLSA May 2011 - July 2011
ASUS March 2010 - May 2011
ASUS November 2008 - February 2010
NVIDIA September 2006 - September 2008
Skills
Product Management, Product Marketing, Market Analysis, Strategy, Strategic Partnerships, Competitive Analysis, Go-to-market Strategy, Marketing Research, Marketing Strategy, Cloud Computing, Venture Capital, Market Research, Cross-functional Team..., New Business Development, Brand Management, Corporate Development, Mergers & Acquisitions, Analytics, Pricing Strategy, Strategic Planning, Telecommunications, Due Diligence, Entrepreneurship, Technology Management, Competitive Intelligence, Program Management, Project Management, Agile Methodologies, User Experience, Business Development, Start-ups, Business Strategy, Management, Product Development
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Management
National Taiwan University 2002 — 2006
BS, Electrical Engineering
Taipei First Girl High School
Robert Dewey's CLSA Experience July 2011 - Present
Job Managing Director
Industry Research
Experience
CLSA July 2011 - Present
Access 342 November 2006 - July 2011
Morgan Stanley 1992 - 2006
Skills
Equities, Equity Research, Hedge Funds, Capital Markets, Investments, Asset Managment, Alternative Investments, Valuation, Portfolio Management, Investment Banking, Private Equity, Fixed Income
Education
Yale University - Yale School of Management 1984 — 1986
MBA
Dartmouth College 1977 — 1981
BA, Sociology
CLSA July 2011 - Present
Access 342 November 2006 - July 2011
Morgan Stanley 1992 - 2006
Skills
Equities, Equity Research, Hedge Funds, Capital Markets, Investments, Asset Managment, Alternative Investments, Valuation, Portfolio Management, Investment Banking, Private Equity, Fixed Income
Education
Yale University - Yale School of Management 1984 — 1986
MBA
Dartmouth College 1977 — 1981
BA, Sociology
James Gillan's CLSA Experience October 2014 - Present
Job Vice President at CLSA
Industry Financial Services
Experience
CLSA October 2014 - Present
Canaccord Genuity Inc. June 2011 - September 2014
Canaccord Genuity Inc. June 2010 - August 2010
DBRS January 2010 - July 2010
Education
Hamilton College 2007 — 2011
Bachelor of Arts, Economics
Deerfield Academy 2006 — 2007
CLSA October 2014 - Present
Canaccord Genuity Inc. June 2011 - September 2014
Canaccord Genuity Inc. June 2010 - August 2010
DBRS January 2010 - July 2010
Education
Hamilton College 2007 — 2011
Bachelor of Arts, Economics
Deerfield Academy 2006 — 2007
Mabel Wong's CLSA Experience April 2014 - September 2014
Job Equities Portfolio SalesTrader
Industry Banking
Experience
CLSA April 2014 - September 2014
Nomura Hong Kong Limited October 2008 - April 2013
Lehman Brothers August 2007 - September 2008
Skills
Capital Markets, Equities, Equity Trading, Investment Banking, Asian Markets, Emerging Markets, Sales, Trading, Electronic Trading, Algorithms, CRM, Bloomberg, Fidessa, Index Funds, ETFs, Client Relations, Client Services, Trading Systems
Education
Wellesley College
Bachelor of Arts (B.A.), International Relations and Affairs
The University of Hong Kong
Semester Abroad, International Relations
Boston Latin School
CLSA April 2014 - September 2014
Nomura Hong Kong Limited October 2008 - April 2013
Lehman Brothers August 2007 - September 2008
Skills
Capital Markets, Equities, Equity Trading, Investment Banking, Asian Markets, Emerging Markets, Sales, Trading, Electronic Trading, Algorithms, CRM, Bloomberg, Fidessa, Index Funds, ETFs, Client Relations, Client Services, Trading Systems
Education
Wellesley College
Bachelor of Arts (B.A.), International Relations and Affairs
The University of Hong Kong
Semester Abroad, International Relations
Boston Latin School
Todd Hathaway's CLSA Experience March 1999 - September 2002
Job Vice President, Equity Sales Trading at Commerzbank AG
Industry Capital Markets
Experience
Commerzbank AG June 2014 - Present
Eurolink Securities April 2014 - June 2014
Divine Capital Markets February 2013 - March 2014
Mizuho Securities USA Inc. September 2010 - December 2011
Auerbach Grayson May 2005 - August 2010
ING October 2002 - December 2004
CLSA March 1999 - September 2002
Dresdner Kleinwort March 1998 - November 1998
Baring Securities 1991 - 1998
Skills
Series 7, 63, 55, & 24, Equity Trading, Bloomberg, Series 7, Capital Markets, Electronic Trading, Trading Systems, Options, Hedge Funds, Series 63, Investments, Equity Derivatives, Arbitrage, Proprietary Trading, FINRA, Series 24, Market Making, ETFs, Equities, Trading, Financial Markets
Education
Miami University 1987 — 1991
Bachelor of Arts in both Int'l Studies and Spanish, Minor in Western European Area Studies
Commerzbank AG June 2014 - Present
Eurolink Securities April 2014 - June 2014
Divine Capital Markets February 2013 - March 2014
Mizuho Securities USA Inc. September 2010 - December 2011
Auerbach Grayson May 2005 - August 2010
ING October 2002 - December 2004
CLSA March 1999 - September 2002
Dresdner Kleinwort March 1998 - November 1998
Baring Securities 1991 - 1998
Skills
Series 7, 63, 55, & 24, Equity Trading, Bloomberg, Series 7, Capital Markets, Electronic Trading, Trading Systems, Options, Hedge Funds, Series 63, Investments, Equity Derivatives, Arbitrage, Proprietary Trading, FINRA, Series 24, Market Making, ETFs, Equities, Trading, Financial Markets
Education
Miami University 1987 — 1991
Bachelor of Arts in both Int'l Studies and Spanish, Minor in Western European Area Studies
Christopher Posada's CLSA Experience August 2014 - Present
Job VP, Senior .NET Dev Team Lead at CLSA Americas
Industry Computer Software
Experience
CLSA August 2014 - Present
SetClear Pte Ltd March 2013 - August 2014
SetClear August 2007 - March 2013
Skills
WCF, ASP.NET MVC, .NET, C#, Web Services, Agile Methodologies, Microsoft SQL Server, MSMQ, SQL, SSRS, Entity Framework, Software Development, jQuery, LINQ, TFS, MSTest, Oracle, Unit Testing, Test Driven Development, ASP.NET, WPF, Design Patterns, SDLC, AJAX, XML, SSIS, Enterprise Architecture, Requirements Analysis, Java, Trading Systems, JavaScript, PL/SQL, SOA, Integration, Scrum, Visual Studio, Software Project..., Requirements Gathering, Unix, Business Analysis, Project Management, Investment Banking, Team Leadership, Databases
Education
New England College 2013 — 2016
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Seminole Community College 2003 — 2008
Associate of Arts (A.A.), Computer Science
Forest Lake Academy 2000 — 2003
CLSA August 2014 - Present
SetClear Pte Ltd March 2013 - August 2014
SetClear August 2007 - March 2013
Skills
WCF, ASP.NET MVC, .NET, C#, Web Services, Agile Methodologies, Microsoft SQL Server, MSMQ, SQL, SSRS, Entity Framework, Software Development, jQuery, LINQ, TFS, MSTest, Oracle, Unit Testing, Test Driven Development, ASP.NET, WPF, Design Patterns, SDLC, AJAX, XML, SSIS, Enterprise Architecture, Requirements Analysis, Java, Trading Systems, JavaScript, PL/SQL, SOA, Integration, Scrum, Visual Studio, Software Project..., Requirements Gathering, Unix, Business Analysis, Project Management, Investment Banking, Team Leadership, Databases
Education
New England College 2013 — 2016
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Seminole Community College 2003 — 2008
Associate of Arts (A.A.), Computer Science
Forest Lake Academy 2000 — 2003
Bill Ackerman's CLSA Experience September 2011 - March 2014
Job US Sales/Trading
Industry Investment Banking
Experience
CLSA September 2011 - March 2014
UBS Investment Bank May 1998 - May 2011
Skills
Bloomberg, Capital Markets, Investment Banking, Trading, Hedge Funds, Electronic Trading, Financial Markets, Equity Research, Equity Trading, Trading Systems, Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Hamilton College 1978 — 1982
BA, Economics
CLSA September 2011 - March 2014
UBS Investment Bank May 1998 - May 2011
Skills
Bloomberg, Capital Markets, Investment Banking, Trading, Hedge Funds, Electronic Trading, Financial Markets, Equity Research, Equity Trading, Trading Systems, Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Hamilton College 1978 — 1982
BA, Economics
Valerie VanDerzee's CLSA Experience May 2009 - May 2011
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2011 - Present
CLSA May 2009 - May 2011
Morgan Stanley 1998 - 2009
Education
Harvard University
BA
University of Pennsylvania - The Wharton School
MBA, Finance
RBC Capital Markets July 2011 - Present
CLSA May 2009 - May 2011
Morgan Stanley 1998 - 2009
Education
Harvard University
BA
University of Pennsylvania - The Wharton School
MBA, Finance
Corey Bearce's CLSA Experience February 2010 - Present
Job Director Equity Sales Trader at CLSA
Industry Capital Markets
Experience
CLSA February 2010 - Present
Wellington Management August 2006 - January 2010
MFS Investment Management June 2004 - January 2005
Skills
Equities, Investments, Trading, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Derivatives, Asset Managment, Capital Markets, Series 7, Alternative Investments, Financial Analysis, Valuation, Financial Markets, Management, Asset Management, Stock Trading, Equity Trading
Education
Northeastern University 2002 — 2006
BA, Finance & Marketing
Loyola University Maryland 2001 — 2002
Finance & Marketing
CLSA February 2010 - Present
Wellington Management August 2006 - January 2010
MFS Investment Management June 2004 - January 2005
Skills
Equities, Investments, Trading, Bloomberg, Fixed Income, Hedge Funds, Financial Modeling, Derivatives, Asset Managment, Capital Markets, Series 7, Alternative Investments, Financial Analysis, Valuation, Financial Markets, Management, Asset Management, Stock Trading, Equity Trading
Education
Northeastern University 2002 — 2006
BA, Finance & Marketing
Loyola University Maryland 2001 — 2002
Finance & Marketing
LAUREN FABRIZIO's CLSA Experience May 2015 - Present
Job Sales Associate at CLSA
Industry Financial Services
Experience
CLSA May 2015 - Present
Berkley Capital Corp. November 2008 - July 2010
Summit Capital Lending, Inc. May 2006 - November 2008
Skills
Customer Service, Banking, Relationship Management, Sales Management, Leadership, Financial Reporting, Microsoft Office, Financial Analysis, Strategic Planning, Microsoft Excel, Risk Management, Finance, New Business Development, Product Training, Sales Analysis, Sales, Financial Forecasting, Financial Planning, Account Management, Mortgage Lending
Education
Montclair State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Newton South High School
CLSA May 2015 - Present
Berkley Capital Corp. November 2008 - July 2010
Summit Capital Lending, Inc. May 2006 - November 2008
Skills
Customer Service, Banking, Relationship Management, Sales Management, Leadership, Financial Reporting, Microsoft Office, Financial Analysis, Strategic Planning, Microsoft Excel, Risk Management, Finance, New Business Development, Product Training, Sales Analysis, Sales, Financial Forecasting, Financial Planning, Account Management, Mortgage Lending
Education
Montclair State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Newton South High School
Nico Pinga's CLSA Experience July 2008 - June 2014
Job MBA Candidate at Georgetown McDonough School of Business
Industry Investment Banking
Experience
Citi June 2015 - Present
CLSA July 2008 - June 2014
National Securities January 2008 - June 2008
McLagan June 2006 - August 2006
Skills
Cross-functional Team..., Multi-Cultural Team..., Analytical Skills, Oral & Written..., Building Relationships, Corporate Finance, Financial Analysis, Capital Markets, Company Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Equity Research, Due Diligence, Investments, Mergers & Acquisitions, Equities
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Gettysburg College 2003 — 2007
Bachelor's Degree, Economics, International Affairs, Philosophy
Citi June 2015 - Present
CLSA July 2008 - June 2014
National Securities January 2008 - June 2008
McLagan June 2006 - August 2006
Skills
Cross-functional Team..., Multi-Cultural Team..., Analytical Skills, Oral & Written..., Building Relationships, Corporate Finance, Financial Analysis, Capital Markets, Company Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Equity Research, Due Diligence, Investments, Mergers & Acquisitions, Equities
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Gettysburg College 2003 — 2007
Bachelor's Degree, Economics, International Affairs, Philosophy
Reggie Miller, CFA's CLSA Experience July 2012 - September 2013
Job Associate, Healthcare Investment Banking
Industry Investment Banking
Experience
UBS August 2015 - Present
Needham & Company March 2015 - August 2015
Citi April 2014 - March 2015
UBS September 2013 - April 2014
CLSA July 2012 - September 2013
CLSA March 2011 - July 2012
CLSA September 2009 - March 2011
Calyon 2007 - 2009
Skills
Capital Markets, Equities, Equity Research, Series 7, Equity Derivatives, Series 63, Chartered Financial..., Derivatives, Series 55, Series 86, Series 87, Series 79, Hedge Funds, Financial Analysis, Fixed Income, Equity Trading, Investments, Investment Banking, Valuation
Education
Boston University - School of Management
BSBA, FINANCE / ACCOUNTING
UBS August 2015 - Present
Needham & Company March 2015 - August 2015
Citi April 2014 - March 2015
UBS September 2013 - April 2014
CLSA July 2012 - September 2013
CLSA March 2011 - July 2012
CLSA September 2009 - March 2011
Calyon 2007 - 2009
Skills
Capital Markets, Equities, Equity Research, Series 7, Equity Derivatives, Series 63, Chartered Financial..., Derivatives, Series 55, Series 86, Series 87, Series 79, Hedge Funds, Financial Analysis, Fixed Income, Equity Trading, Investments, Investment Banking, Valuation
Education
Boston University - School of Management
BSBA, FINANCE / ACCOUNTING
Dan Wolpert's CLSA Experience May 2013 - September 2014
Job Head of Control Room at CLSA Americas, LLC
Industry Capital Markets
Experience
CLSA Americas, LLC September 2014 - Present
CLSA May 2013 - September 2014
Global Hunter Securities September 2012 - May 2013
Credit Agricole Securities, Inc. April 2011 - September 2012
Cantor Fitzgerald June 2007 - April 2011
Adams & Company Real Estate, LLC November 2005 - February 2007
Guadalupe Regional Middle School August 2004 - June 2005
Skills
Series 7, Series 63, Series 24, Series 79, Capital Markets, Hedge Funds, Policy, Equity Trading, Bloomberg, Trading, Securities, Fixed Income, FINRA, AML
Education
Siena College 2000 — 2004
B.A., English
CLSA Americas, LLC September 2014 - Present
CLSA May 2013 - September 2014
Global Hunter Securities September 2012 - May 2013
Credit Agricole Securities, Inc. April 2011 - September 2012
Cantor Fitzgerald June 2007 - April 2011
Adams & Company Real Estate, LLC November 2005 - February 2007
Guadalupe Regional Middle School August 2004 - June 2005
Skills
Series 7, Series 63, Series 24, Series 79, Capital Markets, Hedge Funds, Policy, Equity Trading, Bloomberg, Trading, Securities, Fixed Income, FINRA, AML
Education
Siena College 2000 — 2004
B.A., English
Dao Harrison's CLSA Experience 1990 - 1992
Job Lead Housing Finance and Policy Expert Senior Consultant
Industry Financial Services
Experience
The World Bank August 2015 - Present
Affordable Housing Institute September 2013 - July 2015
Genworth Financial December 2004 - September 2013
Friesland Campina Dairy Foods 1993 - 2000
CLSA 1990 - 1992
Skills
Risk Management, International Business..., Joint Ventures..., Corporate Banking, Residential Mortgage..., Commercial Banking, Analysis, Credit, Portfolio Management, Insurance, Financial Risk, Underwriting, Mortgage Lending, Financial Services, Credit Risk, Strategic Financial..., Enterprise Risk..., Financial Analysis, Credit Analysis, Due Diligence, Financial Planning, Finance
Education
Boulder Institute of Microfinance 2015 — 2015
Microfinance
University of Wisconsin-Madison - School of Business 1986 — 1988
MBA, Finance, Investment and Banking
Associated Kyoto Program 1980 — 1981
Stanford Graduate School of Business Executive Education
"For Growing Companies" Executive Program
The World Bank August 2015 - Present
Affordable Housing Institute September 2013 - July 2015
Genworth Financial December 2004 - September 2013
Friesland Campina Dairy Foods 1993 - 2000
CLSA 1990 - 1992
Skills
Risk Management, International Business..., Joint Ventures..., Corporate Banking, Residential Mortgage..., Commercial Banking, Analysis, Credit, Portfolio Management, Insurance, Financial Risk, Underwriting, Mortgage Lending, Financial Services, Credit Risk, Strategic Financial..., Enterprise Risk..., Financial Analysis, Credit Analysis, Due Diligence, Financial Planning, Finance
Education
Boulder Institute of Microfinance 2015 — 2015
Microfinance
University of Wisconsin-Madison - School of Business 1986 — 1988
MBA, Finance, Investment and Banking
Associated Kyoto Program 1980 — 1981
Stanford Graduate School of Business Executive Education
"For Growing Companies" Executive Program
Rob Rutschow's CLSA Experience April 2009 - Present
Job Equity Research Analyst at CLSA
Industry Financial Services
Experience
CLSA April 2009 - Present
Deutsche Bank April 2007 - April 2009
Prudential Equity Group February 2001 - March 2007
Credit Suisse First Boston October 1997 - October 2000
Olive Corporate Finance January 1997 - October 1997
SNL Securities July 1995 - December 1996
Skills
Valuation, Equities, Equity Valuation, Equity Research, Securities, Banking, Hedge Funds, Bloomberg, Asset Management, Corporate Finance, Investments
Education
James Madison University 1990 — 1995
BBA, Finance
CLSA April 2009 - Present
Deutsche Bank April 2007 - April 2009
Prudential Equity Group February 2001 - March 2007
Credit Suisse First Boston October 1997 - October 2000
Olive Corporate Finance January 1997 - October 1997
SNL Securities July 1995 - December 1996
Skills
Valuation, Equities, Equity Valuation, Equity Research, Securities, Banking, Hedge Funds, Bloomberg, Asset Management, Corporate Finance, Investments
Education
James Madison University 1990 — 1995
BBA, Finance
Vanessa Chin's CLSA Experience February 2013 - Present
Job Roadshow Manager at CLSA
Industry Financial Services
Experience
CLSA February 2013 - Present
Cheuvreux October 2010 - February 2013
Corbin Capital Partners April 2008 - October 2010
Bear Stearns October 2000 - April 2008
Skills
Equities, Event Management, International Relations, Microsoft Office, Event Planning, PowerPoint, Outlook, Equity Research, Marketing Communications, Microsoft Excel, Lotus Notes, Microsoft Word
Education
New School University 2004 — 2006
MA, International Relations
College of Notre Dame of Maryland 1996 — 2000
BA, International Relations
CLSA February 2013 - Present
Cheuvreux October 2010 - February 2013
Corbin Capital Partners April 2008 - October 2010
Bear Stearns October 2000 - April 2008
Skills
Equities, Event Management, International Relations, Microsoft Office, Event Planning, PowerPoint, Outlook, Equity Research, Marketing Communications, Microsoft Excel, Lotus Notes, Microsoft Word
Education
New School University 2004 — 2006
MA, International Relations
College of Notre Dame of Maryland 1996 — 2000
BA, International Relations
David Lipschitz's CLSA Experience March 2009 - Present
Job Managing Director CLSA
Industry Financial Services
Experience
CLSA March 2009 - Present
Merrill Lynch 2002 - 2008
Education
NYU Stern School of Business 2000 — 2002
MBA, Finance
Rutgers University-New Brunswick
CLSA March 2009 - Present
Merrill Lynch 2002 - 2008
Education
NYU Stern School of Business 2000 — 2002
MBA, Finance
Rutgers University-New Brunswick
Ed Heaney's CLSA Experience December 2014 - Present
Job CLSA Managing Director: Head of Institutional US Equity Sales
Industry Financial Services
Experience
CLSA December 2014 - Present
EverKey Global Partners a subsidiary of Wells Capital Management January 2012 - December 2014
EverKey Global Partners December 2007 - January 2012
Morgan Stanley 2002 - 2007
Morgan Stanley 1996 - 2003
Morgan Stanley 1990 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Series 7, Investments, Capital Markets, Equity Research, Derivatives, Wealth Management, Securities, Investment Strategies, Private Equity, Mutual Funds, Financial Markets, Valuation, Trading, Fixed Income, Emerging Markets
Education
Gettysburg College 1983 — 1987
BA, Business
CLSA December 2014 - Present
EverKey Global Partners a subsidiary of Wells Capital Management January 2012 - December 2014
EverKey Global Partners December 2007 - January 2012
Morgan Stanley 2002 - 2007
Morgan Stanley 1996 - 2003
Morgan Stanley 1990 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Series 7, Investments, Capital Markets, Equity Research, Derivatives, Wealth Management, Securities, Investment Strategies, Private Equity, Mutual Funds, Financial Markets, Valuation, Trading, Fixed Income, Emerging Markets
Education
Gettysburg College 1983 — 1987
BA, Business
John Svolos's CLSA Experience September 2009 - June 2012
Job Senior Analyst
Industry Financial Services
Experience
Wells Capital Management June 2012 - May 2015
CLSA September 2009 - June 2012
Credit Agricole Securities (USA) Inc 2009 - June 2012
Merrill Lynch June 1997 - September 2009
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Asset Management, Portfolio Management
Education
Harvard Law School 1986 — 1989
JD, Law
Northwestern University 1982 — 1986
B.A., Economics
Wells Capital Management June 2012 - May 2015
CLSA September 2009 - June 2012
Credit Agricole Securities (USA) Inc 2009 - June 2012
Merrill Lynch June 1997 - September 2009
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Asset Management, Portfolio Management
Education
Harvard Law School 1986 — 1989
JD, Law
Northwestern University 1982 — 1986
B.A., Economics
Kevin Shenoy's CLSA Experience AssociateDresdner KleinwortJuly 2005 - January 2007
Job Financial Analyst at CLSA
Industry Banking
Experience
CLSA AssociateDresdner KleinwortJuly 2005 - January 2007
Citigroup 2000 - 2005
Education
Skidmore College 1996 — 2000
Business Management, Business, Government, Liberal Arts
CLSA AssociateDresdner KleinwortJuly 2005 - January 2007
Citigroup 2000 - 2005
Education
Skidmore College 1996 — 2000
Business Management, Business, Government, Liberal Arts
Diane Geissler's CLSA Experience August 2009 - Present
Job Managing Director at CLSA
Industry Financial Services
Experience
CLSA August 2009 - Present
Merrill Lynch July 2006 - January 2009
Merrill Lynch June 1999 - July 2006
Education
New York University 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee
BA, Art History
CLSA August 2009 - Present
Merrill Lynch July 2006 - January 2009
Merrill Lynch June 1999 - July 2006
Education
New York University 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee
BA, Art History
Mark Holland, CFA's CLSA Experience November 2011 - Present
Job Equity Research Associate US Financials at CLSA
Industry Capital Markets
Experience
CLSA November 2011 - Present
CLSA Asia-Pacific Markets June 2010 - November 2011
UBS May 2006 - May 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Equities, Valuation, Bloomberg, Capital Markets, Investments, Portfolio Management, Corporate Finance
Education
Boston University Questrom School of Business 2003 — 2007
BS, Business/Finance
CLSA November 2011 - Present
CLSA Asia-Pacific Markets June 2010 - November 2011
UBS May 2006 - May 2007
Skills
Equity Research, Financial Modeling, Financial Analysis, Equities, Valuation, Bloomberg, Capital Markets, Investments, Portfolio Management, Corporate Finance
Education
Boston University Questrom School of Business 2003 — 2007
BS, Business/Finance
Paul Lenihan's CLSA Experience April 2005 - Present
Job Supervisory Analyst at CLSA
Industry Financial Services
Experience
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
CLSA April 2005 - Present
Commerzbank AG 1998 - November 2004
UBS November 1996 - October 1998
Lehman Brothers August 1993 - September 1996
Freelance Writer August 1989 - August 1993
Dean Witter Reynolds November 1987 - August 1989
Merrill Lynch December 1982 - November 1987
Freelance Editor September 1980 - October 1982
Arthur Young August 1979 - August 1980
Education
Sarah Lawrence College 1975 — 1979
Bachelor of Arts (B.A.), Writing; fiction
Terry Cuskley's CLSA Experience September 2010 - Present
Job MDR at CLSA
Industry Investment Banking
Experience
CLSA September 2010 - Present
Credit-Suisse January 1992 - September 2010
CS First Boston Corporation 2000 - 2008
Skills
Equities, Hedge Funds, Capital Markets, Series 7, Emerging Markets, Trading, Financial Markets, Investments, Investment Banking, Fixed Income, Equity Research, Bloomberg, Alternative Investments, Derivatives, Electronic Trading, Equity Derivatives
Education
Temple University 1976 — 1981
BA, Economics
CLSA September 2010 - Present
Credit-Suisse January 1992 - September 2010
CS First Boston Corporation 2000 - 2008
Skills
Equities, Hedge Funds, Capital Markets, Series 7, Emerging Markets, Trading, Financial Markets, Investments, Investment Banking, Fixed Income, Equity Research, Bloomberg, Alternative Investments, Derivatives, Electronic Trading, Equity Derivatives
Education
Temple University 1976 — 1981
BA, Economics
Grace Eunjung Lee's CLSA Experience March 2013 - Present
Job Industrials research at CLSA
Industry Investment Management
Experience
CLSA March 2013 - Present
Columbia Business School August 2010 - May 2012
Citibank Hong Kong June 2011 - August 2011
Standard Chartered Bank May 2009 - April 2010
McKinsey & Company 2006 - 2009
J.P. Morgan 2005 - 2005
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Emerging Markets, Financial Analysis, Private Equity, Management Consulting, Due Diligence, Capital Markets, Equities, Equity Research, Mergers, Investments, Strategy, Venture Capital, Equity Valuation, Bloomberg, Corporate Development, LBO
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
CLSA March 2013 - Present
Columbia Business School August 2010 - May 2012
Citibank Hong Kong June 2011 - August 2011
Standard Chartered Bank May 2009 - April 2010
McKinsey & Company 2006 - 2009
J.P. Morgan 2005 - 2005
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Emerging Markets, Financial Analysis, Private Equity, Management Consulting, Due Diligence, Capital Markets, Equities, Equity Research, Mergers, Investments, Strategy, Venture Capital, Equity Valuation, Bloomberg, Corporate Development, LBO
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Jeb Armstrong's CLSA Experience June 2006 - April 2013
Job Analyst Energy: The Marwood Group
Industry Capital Markets
Experience
Marwood Group May 2014 - Present
Clear Harbor Asset Management, LLC May 2013 - April 2014
CLSA June 2006 - April 2013
Argus Research September 2003 - June 2006
Skills
Valuation, Equity Research, Equity Valuation, Equities, Bloomberg, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Emerging Markets, Private Equity, Investments, Equity Trading, Financial Modeling, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Haverford College 1991 — 1995
BA
Deerfield Academy 1986 — 1990
Marwood Group May 2014 - Present
Clear Harbor Asset Management, LLC May 2013 - April 2014
CLSA June 2006 - April 2013
Argus Research September 2003 - June 2006
Skills
Valuation, Equity Research, Equity Valuation, Equities, Bloomberg, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Alternative Investments, Emerging Markets, Private Equity, Investments, Equity Trading, Financial Modeling, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA
Haverford College 1991 — 1995
BA
Deerfield Academy 1986 — 1990
Samantha Tsui's CLSA Experience June 2011 - August 2011
Job Senior Associate Financial Accounting Advisory Services (FAAS) at EY
Industry Financial Services
Experience
EY May 2015 - Present
PwC July 2014 - March 2015
PwC October 2012 - June 2014
CLSA June 2011 - August 2011
Boston University Asian Student Union May 2010 - May 2011
PricewaterhouseCoopers July 2010 - July 2010
JI Asia July 2009 - July 2009
Parker Hannifin June 2008 - June 2008
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Research, Private Equity, Financial Modeling, Team Leadership, Bloomberg, Financial Reporting, MS Excel Pivot Tables, US GAAP, Fund Accounting, Financial Audits
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance and Accounting; Minor in Psychology, Cum Laude
Shanghai American School 2006 — 2008
High School Diploma, International Baccalaureate Diploma
Yew Chung International School 2002 — 2005
EY May 2015 - Present
PwC July 2014 - March 2015
PwC October 2012 - June 2014
CLSA June 2011 - August 2011
Boston University Asian Student Union May 2010 - May 2011
PricewaterhouseCoopers July 2010 - July 2010
JI Asia July 2009 - July 2009
Parker Hannifin June 2008 - June 2008
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Research, Private Equity, Financial Modeling, Team Leadership, Bloomberg, Financial Reporting, MS Excel Pivot Tables, US GAAP, Fund Accounting, Financial Audits
Education
Boston University - School of Management 2008 — 2012
Bachelor of Science in Business Administration, Finance and Accounting; Minor in Psychology, Cum Laude
Shanghai American School 2006 — 2008
High School Diploma, International Baccalaureate Diploma
Yew Chung International School 2002 — 2005
glenn firestone's CLSA Experience October 2014 - Present
Job Managing Director, Global Head Commission Management at CLSA
Industry Investment Banking
Experience
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
CLSA October 2014 - Present
Macquarie Bank October 2009 - October 2014
Banc of America Securities 2007 - 2009
Morgan Stanley January 2001 - May 2007
Lynch, Jones & Ryan 1988 - 1997
Ernst & Whinney 1980 - 1986
Ernst & Whinney 1980 - 1986
Education
Long Island University, C.W. Post Campus
BS, accounting
Raf Mercado's CLSA Experience December 2010 - July 2013
Job Investment Banking Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
CLSA December 2010 - July 2013
Ernst & Young October 2008 - November 2010
Skills
Financial Modeling, Equity Research, Corporate Finance, Private Equity, Financial Analysis, Valuation, Mergers & Acquisitions, Investment Banking, Real Estate, Investments, Financial Services, Financial Advisory, Internal Controls, GAAP, Capital Markets, Equities, Emerging Markets
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Santa Clara University - Leavey School of Business 2005 — 2008
BS, Finance
Goldman Sachs July 2015 - Present
CLSA December 2010 - July 2013
Ernst & Young October 2008 - November 2010
Skills
Financial Modeling, Equity Research, Corporate Finance, Private Equity, Financial Analysis, Valuation, Mergers & Acquisitions, Investment Banking, Real Estate, Investments, Financial Services, Financial Advisory, Internal Controls, GAAP, Capital Markets, Equities, Emerging Markets
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Santa Clara University - Leavey School of Business 2005 — 2008
BS, Finance
Michael Tseng - UX Designer's CLSA Experience November 2006 - January 2011
Job UX Strategist/Practitioner | User Researcher | Creative Problem Solver | Good Experience Advocator
Industry Design
Experience
General Assembly September 2015 - Present
Seeking Alpha March 2014 - Present
Practical Law Company September 2012 - February 2014
Axomic November 2011 - April 2012
CLSA November 2006 - January 2011
Joseph Gunnar & Co, LLC September 2004 - October 2006
Skills
User Experience, UX Design, UX Strategy, UI Design, Axure RP, Sketch, Illustrator, InVision, User Flows, Rapid Prototyping, Wireframes, User Experience Testing, OmniGraffle, Equities, Sales, Finance, Financial Markets, Salesforce.com, Investments, Marketing, Customer Service
Education
General Assembly
User Experience Design Immersive
SUNY Stony Brook 2000 — 2004
American History
Bronx High School of Science 1996 — 2000
General Assembly September 2015 - Present
Seeking Alpha March 2014 - Present
Practical Law Company September 2012 - February 2014
Axomic November 2011 - April 2012
CLSA November 2006 - January 2011
Joseph Gunnar & Co, LLC September 2004 - October 2006
Skills
User Experience, UX Design, UX Strategy, UI Design, Axure RP, Sketch, Illustrator, InVision, User Flows, Rapid Prototyping, Wireframes, User Experience Testing, OmniGraffle, Equities, Sales, Finance, Financial Markets, Salesforce.com, Investments, Marketing, Customer Service
Education
General Assembly
User Experience Design Immersive
SUNY Stony Brook 2000 — 2004
American History
Bronx High School of Science 1996 — 2000
Irene SZ-YING SHIANG's CLSA Experience June 2010 - February 2011
Job Research Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2013 - Present
Yuanta Securities June 2012 - August 2013
CLSA June 2010 - February 2011
Chung-Hua Institution for Economic Research January 2010 - December 2010
HSBC June 2009 - September 2009
Skills
Bloomberg, TEJ, Datastream, Microsoft Office, VBA, Equity Research
Education
University of Oklahoma 2011 — 2012
Exchange program, Economics
National Taiwan University 2009 — 2012
MBA, Finance
National Taiwan University 2005 — 2009
Bachelor, Finance
J.P. Morgan Asset Management September 2013 - Present
Yuanta Securities June 2012 - August 2013
CLSA June 2010 - February 2011
Chung-Hua Institution for Economic Research January 2010 - December 2010
HSBC June 2009 - September 2009
Skills
Bloomberg, TEJ, Datastream, Microsoft Office, VBA, Equity Research
Education
University of Oklahoma 2011 — 2012
Exchange program, Economics
National Taiwan University 2009 — 2012
MBA, Finance
National Taiwan University 2005 — 2009
Bachelor, Finance
David Lipner's CLSA Experience 2008 - 2011
Job Analyst at Millennium Partners
Industry Capital Markets
Experience
Millennium Partners 2011 - Present
CLSA 2008 - 2011
Merrill Lynch 2007 - 2009
Natsource Asset Management 2006 - 2007
Education
Columbia Businss School
Lafayette College
Millennium Partners 2011 - Present
CLSA 2008 - 2011
Merrill Lynch 2007 - 2009
Natsource Asset Management 2006 - 2007
Education
Columbia Businss School
Lafayette College
Terence Petti's CLSA Experience May 2013 - April 2015
Job Electronic Trading at BAML
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
CLSA May 2013 - April 2015
Morgan Stanley July 2004 - April 2013
Goldman Sachs January 2000 - July 2004
Skills
Equities, Trading Systems, Fixed Income, Hedge Funds, Electronic Trading, Derivatives, Series 7, Capital Markets, Bloomberg, Trading, Options, Series 63, Equity Derivatives
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Accounting and Finance, Minor Political Science
Bank of America Merrill Lynch May 2015 - Present
CLSA May 2013 - April 2015
Morgan Stanley July 2004 - April 2013
Goldman Sachs January 2000 - July 2004
Skills
Equities, Trading Systems, Fixed Income, Hedge Funds, Electronic Trading, Derivatives, Series 7, Capital Markets, Bloomberg, Trading, Options, Series 63, Equity Derivatives
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Accounting and Finance, Minor Political Science
Claudio Cappella's CLSA Experience July 2004 - Present
Job Director at CLSA
Industry Capital Markets
Experience
CLSA July 2004 - Present
Commerzbank AG April 1999 - July 2001
UBS Investment Bank July 1993 - April 1999
Skills
Equity Trading, Emerging Markets, Financial Markets, Securities
Education
SUNY Albany
CLSA July 2004 - Present
Commerzbank AG April 1999 - July 2001
UBS Investment Bank July 1993 - April 1999
Skills
Equity Trading, Emerging Markets, Financial Markets, Securities
Education
SUNY Albany
Pranav Tanti's CLSA Experience September 2006 - June 2007
Job Business Development Finance Manager at Suzlon Wind Energy A/S
Industry Renewables & Environment
Experience
Suzlon Wind Energy A/S September 2010 - Present
Suzlon Wind Energy A/S October 2008 - August 2010
Merrill Lynch September 2007 - September 2008
Goldman Sachs June 2007 - August 2007
CLSA September 2006 - June 2007
Education
Keele University
The University of Chicago Booth School of Business
Suzlon Wind Energy A/S September 2010 - Present
Suzlon Wind Energy A/S October 2008 - August 2010
Merrill Lynch September 2007 - September 2008
Goldman Sachs June 2007 - August 2007
CLSA September 2006 - June 2007
Education
Keele University
The University of Chicago Booth School of Business
Meliz Gunduc's CLSA Experience March 2014 - Present
Job Sales Associate at CLSA
Industry Financial Services
Experience
CLSA March 2014 - Present
Bank of America September 2012 - April 2013
Marriott Courtyard May 2009 - April 2013
Forrest Solutions Group 2013 - 2013
Universal Music Group January 2012 - May 2012
NYU Summer Residence May 2010 - August 2010
Skills
Excel, Outlook, Word, &..., Social Media, Mediabase, BDS, Soundscan, Corporate Branding, Project Management, Project Coordination, Multi Tasking, Team-oriented, Proofreading, Organization, Saleslogix, Micros, Twitter, Event Management, Hospitality, Direct Client..., Marketing, Event Planning, Social Networking, Restaurants, Cold Calling, Sales, Social Media Marketing, Facebook
Education
New York University 2009 — 2012
B.S. in Media, Culture & Communication, Focus in Interactions and Social Processes, and Digital Media and Technology, Senior
CLSA March 2014 - Present
Bank of America September 2012 - April 2013
Marriott Courtyard May 2009 - April 2013
Forrest Solutions Group 2013 - 2013
Universal Music Group January 2012 - May 2012
NYU Summer Residence May 2010 - August 2010
Skills
Excel, Outlook, Word, &..., Social Media, Mediabase, BDS, Soundscan, Corporate Branding, Project Management, Project Coordination, Multi Tasking, Team-oriented, Proofreading, Organization, Saleslogix, Micros, Twitter, Event Management, Hospitality, Direct Client..., Marketing, Event Planning, Social Networking, Restaurants, Cold Calling, Sales, Social Media Marketing, Facebook
Education
New York University 2009 — 2012
B.S. in Media, Culture & Communication, Focus in Interactions and Social Processes, and Digital Media and Technology, Senior
Paul Diomampo's CLSA Experience 2012 - 2014
Job MBA Candidate at the Wharton School
Industry Investment Banking
Experience
Quadria Capital June 2015 - August 2015
CLSA 2012 - 2014
PNB Capital 2009 - 2012
Skills
Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Financial Modeling, Company Valuation, Project Finance, Finance, Financial Services, Valuation, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Ateneo de Manila University 2005 — 2009
Bachelor of Arts
Quadria Capital June 2015 - August 2015
CLSA 2012 - 2014
PNB Capital 2009 - 2012
Skills
Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Financial Modeling, Company Valuation, Project Finance, Finance, Financial Services, Valuation, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Ateneo de Manila University 2005 — 2009
Bachelor of Arts
Troy Johnson, EIT's CLSA Experience 2010 - 2011
Job Engineer Assistant at Psomas
Industry Civil Engineering
Experience
Psomas July 2012 - Present
Cal Poly Pomona September 2007 - December 2011
Adkan Engineering July 2011 - September 2011
CLSA 2010 - 2011
Skills
Higher Education, PowerPoint, Research, Microsoft Office, Student Development, Teaching, Microsoft Word, Microsoft Excel, AutoCAD, ArcGIS, Microstation, AutoCAD Civil 3D
Education
California State Polytechnic University-Pomona 2007 — 2011
Bachelor of Science, Civil/Geospatial Engineering
Victor Valley College 2005 — 2007
Associate of Science (AS), Drafting and Design Technology/Technician, General
Psomas July 2012 - Present
Cal Poly Pomona September 2007 - December 2011
Adkan Engineering July 2011 - September 2011
CLSA 2010 - 2011
Skills
Higher Education, PowerPoint, Research, Microsoft Office, Student Development, Teaching, Microsoft Word, Microsoft Excel, AutoCAD, ArcGIS, Microstation, AutoCAD Civil 3D
Education
California State Polytechnic University-Pomona 2007 — 2011
Bachelor of Science, Civil/Geospatial Engineering
Victor Valley College 2005 — 2007
Associate of Science (AS), Drafting and Design Technology/Technician, General
Austin Padgett's CLSA Experience May 2014 - October 2014
Job Research Analyst at Tractus Asia
Industry Management Consulting
Experience
Tractus Asia May 2015 - Present
CLSA May 2014 - October 2014
U.S. Agriseeds June 2013 - September 2013
Padgett Farm May 2005 - September 2009
Skills
Farms, Sports
Education
State University of New York College at Geneseo 2010 — 2015
Bachelor’s Degree, International Relations, concentration in politics and economics of developing world
Université Paris-Sorbonne
City University of Hong Kong
Salem Washington Academy Central School
High School
Tractus Asia May 2015 - Present
CLSA May 2014 - October 2014
U.S. Agriseeds June 2013 - September 2013
Padgett Farm May 2005 - September 2009
Skills
Farms, Sports
Education
State University of New York College at Geneseo 2010 — 2015
Bachelor’s Degree, International Relations, concentration in politics and economics of developing world
Université Paris-Sorbonne
City University of Hong Kong
Salem Washington Academy Central School
High School
Gerald (Jerry) Hovell's CLSA Experience 1980 - Present
Job Principal at Hovell & Pilarski Engineering
Industry Civil Engineering
Experience
Hovell & Pilarski Engineering 1993 - Present
CLSA 1980 - Present
Gerald F. Hovell and Associates 1981 - 2013
LBH Engineering Co. 1971 - 1993
Skills
Civil Engineering, Land Surveying, Land Use Planning, Construction Management, Site Development, AutoCAD, Topographic Surveys, Hydrology, ALTA Surveys, Zoning, GIS, Entitlements, Land Use, Land Development, Construction, Site Plans, Legal Descriptions, GPS, Platting, Surveying, Sewer, Highways, Feasibility Studies, Subdivisions, Road, Easements, Stormwater Management, Boundary, Site Planning, Expert Witness, Earthworks, Residential Communities, Water Distribution, Construction Staking, Water, AutoCAD Civil 3D, Boundary Disputes, Geomatics, Transportation..., Municipalities, Grading, Erosion Control, Drainage, Control Networks
Education
Iowa State University 1956 — 1958
Iowa State University
Hovell & Pilarski Engineering 1993 - Present
CLSA 1980 - Present
Gerald F. Hovell and Associates 1981 - 2013
LBH Engineering Co. 1971 - 1993
Skills
Civil Engineering, Land Surveying, Land Use Planning, Construction Management, Site Development, AutoCAD, Topographic Surveys, Hydrology, ALTA Surveys, Zoning, GIS, Entitlements, Land Use, Land Development, Construction, Site Plans, Legal Descriptions, GPS, Platting, Surveying, Sewer, Highways, Feasibility Studies, Subdivisions, Road, Easements, Stormwater Management, Boundary, Site Planning, Expert Witness, Earthworks, Residential Communities, Water Distribution, Construction Staking, Water, AutoCAD Civil 3D, Boundary Disputes, Geomatics, Transportation..., Municipalities, Grading, Erosion Control, Drainage, Control Networks
Education
Iowa State University 1956 — 1958
Iowa State University
Binbin (Nita) He's CLSA Experience March 2012 - March 2013
Job Institutional Asset Management
Industry Investment Management
Experience
Wellington Management May 2015 - Present
Boston Technologies Inc September 2013 - May 2015
CLSA March 2012 - March 2013
The University of Hong Kong January 2011 - August 2011
Education
Brandeis University 2011 — 2013
MA, International Economics and Finance
The University of Hong Kong 2008 — 2011
Bachelor's degree, Economics and Finance
University of Melbourne 2009 — 2009
Exchange Study, Economics
Tsinghua University 2007 — 2008
Preparatory program arranged by HKU, Economics and Management
Wellington Management May 2015 - Present
Boston Technologies Inc September 2013 - May 2015
CLSA March 2012 - March 2013
The University of Hong Kong January 2011 - August 2011
Education
Brandeis University 2011 — 2013
MA, International Economics and Finance
The University of Hong Kong 2008 — 2011
Bachelor's degree, Economics and Finance
University of Melbourne 2009 — 2009
Exchange Study, Economics
Tsinghua University 2007 — 2008
Preparatory program arranged by HKU, Economics and Management
Stephanie Cadet's CLSA Experience September 2013 - Present
Job Vice President, Institutional Equity Sales
Industry Investment Banking
Experience
CLSA September 2013 - Present
Barclays February 2012 - February 2013
Lehman Brothers September 2005 - September 2008
Lehman Brothers September 2005 - September 2008
BT 2002 - 2005
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Equities, Business Strategy, Capital Markets, Financial Modeling, Hedge Funds, Financial Analysis, Risk Management, Sales, Bloomberg, Finance, Investments
Education
Boston University 1993 — 1997
BA, American History
CLSA September 2013 - Present
Barclays February 2012 - February 2013
Lehman Brothers September 2005 - September 2008
Lehman Brothers September 2005 - September 2008
BT 2002 - 2005
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Equities, Business Strategy, Capital Markets, Financial Modeling, Hedge Funds, Financial Analysis, Risk Management, Sales, Bloomberg, Finance, Investments
Education
Boston University 1993 — 1997
BA, American History
Andreas Surjaputra's CLSA Experience May 2013 - June 2013
Job Management Consultant at Roland Berger Strategy Consultants
Industry Management Consulting
Experience
Roland Berger Strategy Consultants February 2015 - Present
Roland Berger Strategy Consultants June 2014 - August 2014
CLSA May 2013 - June 2013
Moore Stephens May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Business Strategy, Data Analysis, Event Management, Market Assessments, Market Entry, Leadership, Market Research, English, Analysis, Business Development, Teamwork, Time Management, ESRI, ArcGIS, Demand Forecasting
Education
University of Southern California 2012 — 2014
Bachelor’s Degree, Business Administration
Pasadena City College 2010 — 2012
Roland Berger Strategy Consultants February 2015 - Present
Roland Berger Strategy Consultants June 2014 - August 2014
CLSA May 2013 - June 2013
Moore Stephens May 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Business Strategy, Data Analysis, Event Management, Market Assessments, Market Entry, Leadership, Market Research, English, Analysis, Business Development, Teamwork, Time Management, ESRI, ArcGIS, Demand Forecasting
Education
University of Southern California 2012 — 2014
Bachelor’s Degree, Business Administration
Pasadena City College 2010 — 2012
Kurt Schoen, CFA, CPA's CLSA Experience February 2011 - November 2013
Job Analyst at GCI Partners
Industry Capital Markets
Experience
GCI Partners December 2013 - Present
CLSA February 2011 - November 2013
MHR Fund Management LLC August 2007 - February 2011
KPMG LLC August 2004 - August 2007
Education
Providence College 2000 — 2004
BS, Finance & Accounting
GCI Partners December 2013 - Present
CLSA February 2011 - November 2013
MHR Fund Management LLC August 2007 - February 2011
KPMG LLC August 2004 - August 2007
Education
Providence College 2000 — 2004
BS, Finance & Accounting
Katherine Kim's CLSA Experience 2011 - 2013
Job Director at Brunswick Group
Industry Public Relations and Communications
Experience
CLSA 2011 - 2013
Morgan Stanley 2009 - 2011
J.P. Morgan 2000 - 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Leveraged Finance, Equity Research, Australian Equities, Equities, Economics, Bloomberg, Strategy
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
The London School of Economics and Political Science (LSE) 1998 — 1998
Foreign Study Program, International Relations and Economic Development
CLSA 2011 - 2013
Morgan Stanley 2009 - 2011
J.P. Morgan 2000 - 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Leveraged Finance, Equity Research, Australian Equities, Equities, Economics, Bloomberg, Strategy
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
The London School of Economics and Political Science (LSE) 1998 — 1998
Foreign Study Program, International Relations and Economic Development
Hira Mahmood's CLSA Experience January 2014 - January 2015
Job at
Industry Financial Services
Experience
Evercore February 2015 - Present
CLSA January 2014 - January 2015
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Applied Science (BASc)
Evercore February 2015 - Present
CLSA January 2014 - January 2015
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Applied Science (BASc)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial