Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Rebecca Wu Rebecca Wu's Credit Suisse Experience July 2014 - Present
Job M&A Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Forefront Capital Management May 2012 - August 2012
Wharton Customer Analytics Initiative September 2011 - May 2012
GreenWorld Capital May 2011 - August 2011
Skills
Matlab, Investment Banking, R, Java, Financial Modeling, Valuation, Data Analysis, Python, Research, Management
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelors of Science, Economics (Concentrations in Finance and Statistics)
University of Pennsylvania 2010 — 2014
Bachelors of Applied Science, Computer Science
Holmdel High School 2006 — 2010
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Forefront Capital Management May 2012 - August 2012
Wharton Customer Analytics Initiative September 2011 - May 2012
GreenWorld Capital May 2011 - August 2011
Skills
Matlab, Investment Banking, R, Java, Financial Modeling, Valuation, Data Analysis, Python, Research, Management
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelors of Science, Economics (Concentrations in Finance and Statistics)
University of Pennsylvania 2010 — 2014
Bachelors of Applied Science, Computer Science
Holmdel High School 2006 — 2010
Ryan Hummer Ryan Hummer's Credit Suisse Experience August 2002 - April 2004
Job Vice President, Corporate Development at NCS Energy Services
Industry Oil & Energy
Experience
NCS Energy Services August 2014 - Present
Lazard January 2009 - April 2014
Lazard January 2006 - January 2009
Lazard April 2004 - January 2006
Credit Suisse August 2002 - April 2004
Credit Suisse August 2000 - August 2002
Jefferies LLC August 1999 - August 2000
Skills
Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Modeling, Investments, Mergers, Due Diligence, Fixed Income, Financial Analysis, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Economics
NCS Energy Services August 2014 - Present
Lazard January 2009 - April 2014
Lazard January 2006 - January 2009
Lazard April 2004 - January 2006
Credit Suisse August 2002 - April 2004
Credit Suisse August 2000 - August 2002
Jefferies LLC August 1999 - August 2000
Skills
Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Modeling, Investments, Mergers, Due Diligence, Fixed Income, Financial Analysis, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Economics
Patrick Leahy Patrick Leahy's Credit Suisse Experience June 2011 - August 2011
Job Program Manager at Microsoft, Windows Core, Kernel Platform Group
Industry Computer Software
Experience
Microsoft April 2014 - Present
Leahy Data, Inc. June 2013 - March 2014
Firefly January 2012 - June 2013
Airtime for Email January 2012 - May 2013
Credit Suisse June 2011 - August 2011
Citigroup June 2010 - August 2010
Skills
CSS, MySQL, Ruby on Rails, Ruby, HTML, Bloomberg, Entrepreneurship, Node.js, jQuery, MongoDB, JavaScript, Photoshop, Java, Chinese, E-commerce, Mobile Applications, Creative Problem Solving, Venture Capital, Start-ups, Software Development, SQL, PostgreSQL, Investment Banking, Web Development, User Experience, Finance, Web Applications, SaaS, Amazon Web Services..., Enterprise Software, Programming
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Economics
Lakeside School 2005 — 2009
High School Diploma
Microsoft April 2014 - Present
Leahy Data, Inc. June 2013 - March 2014
Firefly January 2012 - June 2013
Airtime for Email January 2012 - May 2013
Credit Suisse June 2011 - August 2011
Citigroup June 2010 - August 2010
Skills
CSS, MySQL, Ruby on Rails, Ruby, HTML, Bloomberg, Entrepreneurship, Node.js, jQuery, MongoDB, JavaScript, Photoshop, Java, Chinese, E-commerce, Mobile Applications, Creative Problem Solving, Venture Capital, Start-ups, Software Development, SQL, PostgreSQL, Investment Banking, Web Development, User Experience, Finance, Web Applications, SaaS, Amazon Web Services..., Enterprise Software, Programming
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Economics
Lakeside School 2005 — 2009
High School Diploma
Eddie Volchko Eddie Volchko's Credit Suisse Experience February 1998 - July 2000
Job
Industry Apparel & Fashion
Experience
InterLuxe Holdings September 2014 - Present
Derek Lam January 2013 - April 2014
Badgley Mischka May 2010 - December 2012
Morris Adjmi Architects February 2009 - May 2010
p3m1 Consulting February 2008 - February 2009
Agamas Capital May 2005 - February 2008
Lazard May 2004 - May 2005
Clinton Group July 2002 - March 2004
Credit Suisse February 1998 - July 2000
Coopers & Lybrand Consulting September 1996 - February 1998
Skills
E-commerce, Investments, Fixed Income, Digital Media, Trading, Fashion, Financial Modeling, Apparel, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Chartered Financial Analyst
CFA
University of Virginia 1992 — 1996
BS
St. Albans School 1983 — 1992
InterLuxe Holdings September 2014 - Present
Derek Lam January 2013 - April 2014
Badgley Mischka May 2010 - December 2012
Morris Adjmi Architects February 2009 - May 2010
p3m1 Consulting February 2008 - February 2009
Agamas Capital May 2005 - February 2008
Lazard May 2004 - May 2005
Clinton Group July 2002 - March 2004
Credit Suisse February 1998 - July 2000
Coopers & Lybrand Consulting September 1996 - February 1998
Skills
E-commerce, Investments, Fixed Income, Digital Media, Trading, Fashion, Financial Modeling, Apparel, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Chartered Financial Analyst
CFA
University of Virginia 1992 — 1996
BS
St. Albans School 1983 — 1992
Matthew Kretzman Matthew Kretzman's Credit Suisse Experience May 2011 - May 2012
Job Principal at KKR
Industry Venture Capital & Private Equity
Experience
KKR July 2013 - Present
KKR May 2012 - June 2013
Credit Suisse May 2011 - May 2012
Credit Suisse August 2007 - May 2011
Citigroup June 2006 - August 2006
Skills
Financial Analysis, Capital Markets, Investment Banking, Data Analysis, Market Analysis, Credit Analysis, Leveraged Finance, Equity Capital Markets, Derivatives, Fixed Income, Valuation, Equities, IPO, Bonds, Credit, Financial Modeling, Corporate Finance, Private Equity, Loan Origination, Due Diligence, High Yield, Private Placements, Finance, Financial Structuring, Investments
Education
University of Pennsylvania 2003 — 2007
Philosophy, Politics and Economics (Economics concentration)
Fairfield Prep 1999 — 2003
Liberal Arts
KKR July 2013 - Present
KKR May 2012 - June 2013
Credit Suisse May 2011 - May 2012
Credit Suisse August 2007 - May 2011
Citigroup June 2006 - August 2006
Skills
Financial Analysis, Capital Markets, Investment Banking, Data Analysis, Market Analysis, Credit Analysis, Leveraged Finance, Equity Capital Markets, Derivatives, Fixed Income, Valuation, Equities, IPO, Bonds, Credit, Financial Modeling, Corporate Finance, Private Equity, Loan Origination, Due Diligence, High Yield, Private Placements, Finance, Financial Structuring, Investments
Education
University of Pennsylvania 2003 — 2007
Philosophy, Politics and Economics (Economics concentration)
Fairfield Prep 1999 — 2003
Liberal Arts
Alex Bratman's Credit Suisse Experience July 2011 - June 2013
Job Corporate Development & Strategy at Warner Bros.
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies August 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Oaktree Capital Management May 2009 - August 2009
Wharton Small Business Development Center May 2008 - August 2008
Apollo Interactive June 2003 - May 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Bloomberg, Financial Analysis, Mergers, Competitive Analysis, LBO, Business Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2010
B.S., Finance, Operations & Information Management
Warner Bros. Entertainment Group of Companies August 2013 - Present
Credit Suisse July 2011 - June 2013
Credit Suisse June 2010 - August 2010
Oaktree Capital Management May 2009 - August 2009
Wharton Small Business Development Center May 2008 - August 2008
Apollo Interactive June 2003 - May 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Bloomberg, Financial Analysis, Mergers, Competitive Analysis, LBO, Business Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2010
B.S., Finance, Operations & Information Management
Tyler Myerberg Tyler Myerberg's Credit Suisse Experience July 2011 - July 2012
Job Marketing
Industry Computer Software
Experience
Pugmeback, Inc. September 2013 - Present
Dealflicks January 2015 - June 2015
Credit Suisse July 2011 - July 2012
Credit Suisse June 2010 - August 2010
Warner/Chappell Music February 2010 - May 2010
Media Rights Capital June 2009 - August 2009
Skills
Illustrator, Photoshop, User Interface Design, Graphic Design, Capital Markets, Financial Modeling, Mergers & Acquisitions, Finance, Valuation, Corporate Finance, Corporate Development, Financial Analysis, Investment Banking, Bloomberg, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS), Economics
Pugmeback, Inc. September 2013 - Present
Dealflicks January 2015 - June 2015
Credit Suisse July 2011 - July 2012
Credit Suisse June 2010 - August 2010
Warner/Chappell Music February 2010 - May 2010
Media Rights Capital June 2009 - August 2009
Skills
Illustrator, Photoshop, User Interface Design, Graphic Design, Capital Markets, Financial Modeling, Mergers & Acquisitions, Finance, Valuation, Corporate Finance, Corporate Development, Financial Analysis, Investment Banking, Bloomberg, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS), Economics
J.B. Moore J.B. Moore's Credit Suisse Experience July 2008 - June 2011
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Aurora Capital Group July 2011 - July 2014
Credit Suisse July 2008 - June 2011
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Corporate Development, Investments, Venture Capital, M&A experience, LBO, DCF, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
University College Dublin - Quinn School of Business
Semester Study Abroad
Aurora Capital Group July 2011 - July 2014
Credit Suisse July 2008 - June 2011
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Capital Markets, Corporate Development, Investments, Venture Capital, M&A experience, LBO, DCF, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
University College Dublin - Quinn School of Business
Semester Study Abroad
Carolyn Lederer Carolyn Lederer's Credit Suisse Experience 1985 - 1996
Job Licensed Salesperson, CBR at Daniel Gale Sotheby's International Realty
Industry Real Estate
Experience
Daniel Gale Sotheby's International Realty Licensed Salesperson, CBRDaniel Gale Sotheby's International Realty2012 - Present
Fuji Securities 1996 - 1998
Credit Suisse 1985 - 1996
Skills
avid skier, tennis...
Education
University of Pennsylvania - The Wharton School
Finance and Entrepreneurial Management
Daniel Gale Sotheby's International Realty Licensed Salesperson, CBRDaniel Gale Sotheby's International Realty2012 - Present
Fuji Securities 1996 - 1998
Credit Suisse 1985 - 1996
Skills
avid skier, tennis...
Education
University of Pennsylvania - The Wharton School
Finance and Entrepreneurial Management
Brittany Commins Brittany Commins's Credit Suisse Experience August 2012 - October 2014
Job Oilfield Services Associate at Citadel LLC
Industry Banking
Experience
Citadel LLC October 2014 - Present
Credit Suisse August 2012 - October 2014
Credit Suisse March 2012 - July 2012
UBS Investment Bank July 2011 - February 2012
Skills
Investments, Private Equity, Bloomberg, Equity Research, Economics, Financial Modeling, Hedge Funds, VBA, Portfolio Management, Valuation, LBO, Derivatives, Investment Banking, Equities, Emerging Markets, Capital Markets, Equity Valuation, Corporate Finance, Due Diligence, Financial Analysis, Analysis, Data Analysis
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Finance and Operations Information Management
Citadel LLC October 2014 - Present
Credit Suisse August 2012 - October 2014
Credit Suisse March 2012 - July 2012
UBS Investment Bank July 2011 - February 2012
Skills
Investments, Private Equity, Bloomberg, Equity Research, Economics, Financial Modeling, Hedge Funds, VBA, Portfolio Management, Valuation, LBO, Derivatives, Investment Banking, Equities, Emerging Markets, Capital Markets, Equity Valuation, Corporate Finance, Due Diligence, Financial Analysis, Analysis, Data Analysis
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Finance and Operations Information Management
Aniket (Nick) Shah Aniket (Nick) Shah's Credit Suisse Experience June 2005 - August 2005
Job CoFounder & Chief Product Officer at Ampush
Industry Marketing and Advertising
Experience
Ampush October 2009 - Present
Morgan Stanley September 2007 - November 2008
Morgan Stanley June 2006 - September 2007
Credit Suisse June 2005 - August 2005
ISTN May 2004 - August 2004
Sigma Investment Counselors 2001 - 2003
Skills
Mobile Marketing, Online Advertising, PPC, Lead Generation, Entrepreneurship, Start-ups, Facebook API, Financial Modeling, Analytics
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BSE, Finance, Operations and Information Management
Ampush October 2009 - Present
Morgan Stanley September 2007 - November 2008
Morgan Stanley June 2006 - September 2007
Credit Suisse June 2005 - August 2005
ISTN May 2004 - August 2004
Sigma Investment Counselors 2001 - 2003
Skills
Mobile Marketing, Online Advertising, PPC, Lead Generation, Entrepreneurship, Start-ups, Facebook API, Financial Modeling, Analytics
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BSE, Finance, Operations and Information Management
Jonathon Kaufman Jonathon Kaufman's Credit Suisse Experience April 2014 - Present
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2014 - Present
Deutsche Bank August 1999 - April 2014
Skills
Corporate Finance, M&A experience, Leveraged Finance, Power Generation, Utility Industry
Education
University of Pennsylvania 1995 — 1999
Bachelor of Arts (BA), International Relations and Affairs
Credit Suisse April 2014 - Present
Deutsche Bank August 1999 - April 2014
Skills
Corporate Finance, M&A experience, Leveraged Finance, Power Generation, Utility Industry
Education
University of Pennsylvania 1995 — 1999
Bachelor of Arts (BA), International Relations and Affairs
Diego Hernandez Diaz Diego Hernandez Diaz's Credit Suisse Experience June 2011 - June 2014
Job Summer Associate at McKinsey & Company
Industry Banking
Experience
McKinsey & Company June 2015 - Present
Credit Suisse June 2011 - June 2014
Wharton Business School September 2008 - June 2011
Credit Suisse First Boston 2010 - 2010
JKCP June 2008 - August 2009
Skills
Incentive Programs, Equity Research, Investments, Financial Modeling, Valuation, Bloomberg, Investment Banking, Emerging Markets, Equities, Hedge Funds, Quantitative Analytics, Corporate Finance, VBA, Private Equity, Capital Markets, Bloomberg Terminal, Economics
Education
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Business Administration (MBA), Master of International Studies
Jerome Fisher Program in Management & Technology - University of Pennsylvania 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Bachelor of Science in Economics, Finance, Management, Computer Science Engineering
School of Engineering and Applied Sciences 2007 — 2011
B.A.S., Computer Information Science
Wharton School of Economics 2007 — 2011
B.S.E., Finance, Management, Computer Science Engineering
McKinsey & Company June 2015 - Present
Credit Suisse June 2011 - June 2014
Wharton Business School September 2008 - June 2011
Credit Suisse First Boston 2010 - 2010
JKCP June 2008 - August 2009
Skills
Incentive Programs, Equity Research, Investments, Financial Modeling, Valuation, Bloomberg, Investment Banking, Emerging Markets, Equities, Hedge Funds, Quantitative Analytics, Corporate Finance, VBA, Private Equity, Capital Markets, Bloomberg Terminal, Economics
Education
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Business Administration (MBA), Master of International Studies
Jerome Fisher Program in Management & Technology - University of Pennsylvania 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), Bachelor of Science in Economics, Finance, Management, Computer Science Engineering
School of Engineering and Applied Sciences 2007 — 2011
B.A.S., Computer Information Science
Wharton School of Economics 2007 — 2011
B.S.E., Finance, Management, Computer Science Engineering
Marissa Seto Marissa Seto's Credit Suisse Experience June 2012 - August 2012
Job Transactions Analyst at Prudential Real Estate Investors
Industry Real Estate
Experience
Prudential Real Estate Investors April 2014 - Present
Keller Williams January 2012 - Present
Jamestown July 2013 - April 2014
Credit Suisse June 2012 - August 2012
Law Offices of Bornstein and Bornstein June 2011 - May 2012
Coldwell Banker Real Estate May 2005 - August 2005
Skills
Research, Non-profits, Social Media, Management, Nonprofits, Data Analysis, Market Research, Public Speaking, Marketing, Community Outreach, Editing, Microsoft Excel, Entrepreneurship, Public Relations, Fundraising, Event Planning
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Communications in Business and Commerce; Urban Real Estate and Development Minor
Lick-Wilmerding High School 2005 — 2009
The Sarah Dix Hamlin School for Girls 1996 — 2005
Prudential Real Estate Investors April 2014 - Present
Keller Williams January 2012 - Present
Jamestown July 2013 - April 2014
Credit Suisse June 2012 - August 2012
Law Offices of Bornstein and Bornstein June 2011 - May 2012
Coldwell Banker Real Estate May 2005 - August 2005
Skills
Research, Non-profits, Social Media, Management, Nonprofits, Data Analysis, Market Research, Public Speaking, Marketing, Community Outreach, Editing, Microsoft Excel, Entrepreneurship, Public Relations, Fundraising, Event Planning
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Communications in Business and Commerce; Urban Real Estate and Development Minor
Lick-Wilmerding High School 2005 — 2009
The Sarah Dix Hamlin School for Girls 1996 — 2005
Yining Chen Yining Chen's Credit Suisse Experience 2001 - 2003
Job Investments | Consumer Retail | Natural Resources
Industry Venture Capital & Private Equity
Experience
Fortune 500 Companies, Start-Ups, and Alternative Asset Managers 2012 - Present
Spruce Private Investors 2009 - 2011
Oak Hill Advisors 2006 - 2007
Freeman Spogli & Co. 2003 - 2006
Credit Suisse 2001 - 2003
Skills
Private Equity, Hedge Funds, Investments, Asset Management, Due Diligence, LBO, Emerging Markets, Portfolio Management, Mezzanine, Investment Banking, Valuation, Alternative Investments, Financial Modeling, Venture Capital, Corporate Finance, Energy, Growth Capital, Real Estate Private..., Operations Management, Operational Excellence, E-commerce, Business Analysis, Financial Analysis, Analytics
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts, Philosophy
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science, Economics
Fortune 500 Companies, Start-Ups, and Alternative Asset Managers 2012 - Present
Spruce Private Investors 2009 - 2011
Oak Hill Advisors 2006 - 2007
Freeman Spogli & Co. 2003 - 2006
Credit Suisse 2001 - 2003
Skills
Private Equity, Hedge Funds, Investments, Asset Management, Due Diligence, LBO, Emerging Markets, Portfolio Management, Mezzanine, Investment Banking, Valuation, Alternative Investments, Financial Modeling, Venture Capital, Corporate Finance, Energy, Growth Capital, Real Estate Private..., Operations Management, Operational Excellence, E-commerce, Business Analysis, Financial Analysis, Analytics
Education
University of Pennsylvania 1997 — 2001
Bachelor of Arts, Philosophy
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science, Economics
Brian Lee Brian Lee's Credit Suisse Experience July 2009 - July 2012
Job Consultant at Millward Brown Optimor
Industry Financial Services
Experience
Millward Brown Vermeer June 2014 - Present
Two Sigma Investments June 2012 - May 2014
Credit Suisse July 2009 - July 2012
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Business Analysis, Market Research, Alternative Investments, Private Equity, Valuation, Strategic Business..., Operational Due..., Competitive Analysis, Investment Banking, Financial Analysis, Capital Markets, Corporate Finance, Microsoft Excel, PowerPoint, Bloomberg, Strategic Planning, Investments, Due Diligence, LBO, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance
Millward Brown Vermeer June 2014 - Present
Two Sigma Investments June 2012 - May 2014
Credit Suisse July 2009 - July 2012
Merrill Lynch June 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Business Analysis, Market Research, Alternative Investments, Private Equity, Valuation, Strategic Business..., Operational Due..., Competitive Analysis, Investment Banking, Financial Analysis, Capital Markets, Corporate Finance, Microsoft Excel, PowerPoint, Bloomberg, Strategic Planning, Investments, Due Diligence, LBO, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science (B.S.), Finance
Robert Harwood Robert Harwood's Credit Suisse Experience July 2012 - August 2012
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Millward Brown Vermeer May 2013 - August 2013
Credit Suisse July 2012 - August 2012
Princeton Asset Management Group June 2011 - August 2011
Skills
Research, Financial Risk, Marketing Strategy, Investment Banking, Investments, Branding & Identity, Financial Forecasting
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Philosophy, Politics, and Economics (PPE)
Millward Brown Vermeer May 2013 - August 2013
Credit Suisse July 2012 - August 2012
Princeton Asset Management Group June 2011 - August 2011
Skills
Research, Financial Risk, Marketing Strategy, Investment Banking, Investments, Branding & Identity, Financial Forecasting
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Philosophy, Politics, and Economics (PPE)
Caroline Wills's Credit Suisse Experience June 2014 - July 2014
Job Farm Fellow at Agatston Urban Nutrition Initiative
Industry
Experience
Agatston Urban Nutrition Initiative September 2014 - Present
Credit Suisse June 2014 - July 2014
United Way of Washington County, MD July 2012 - June 2013
Skills
Microsoft Office, Solver, Crystal Ball, JMP, Statistics, VBA, Nonprofits, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Agatston Urban Nutrition Initiative September 2014 - Present
Credit Suisse June 2014 - July 2014
United Way of Washington County, MD July 2012 - June 2013
Skills
Microsoft Office, Solver, Crystal Ball, JMP, Statistics, VBA, Nonprofits, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Ephram Lustgarten's Credit Suisse Experience June 2005 - May 2008
Job
Industry Real Estate
Experience
Eastgate July 2013 - Present
Starwood Capital Group May 2008 - July 2013
Credit Suisse June 2005 - May 2008
KPMG 2002 - 2004
McKinsey & Company 2000 - 2002
Procter & Gamble 1999 - 1999
Skills
Real Estate Private..., Real Estate, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Financing, Real Estate Investor, Real Estate Negotiation, Private Equity, Private Equity Firms, Private Equity Funding, Private Equity/Venture..., Mortgage Lending, Securitization, Origination, Loan Origination, Investments, Investment Banking, Investment Properties, Alternative Investments, Hedge Funds, CMBS, Land Acquisition, Acquisition Analysis, Management Consulting, M&A due diligence, Corporate Finance, Real Estate Economics, Due Diligence, Financial Modeling, Structured Finance, Finance, Venture Capital, Disposition, Acquisitions, Business Valuation, Mezzanine, Asset Management, Valuation, Brokerage, Commercial Real Estate, Leases, Financial Structuring, Loans, Capital, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Real Estate, Finance
Yale University 1996 — 2000
BA, Ethics, Politics & Economics
Horace Mann School 1986 — 1996
Riverdale, NY
Eastgate July 2013 - Present
Starwood Capital Group May 2008 - July 2013
Credit Suisse June 2005 - May 2008
KPMG 2002 - 2004
McKinsey & Company 2000 - 2002
Procter & Gamble 1999 - 1999
Skills
Real Estate Private..., Real Estate, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Transactions, Real Estate Financing, Real Estate Investor, Real Estate Negotiation, Private Equity, Private Equity Firms, Private Equity Funding, Private Equity/Venture..., Mortgage Lending, Securitization, Origination, Loan Origination, Investments, Investment Banking, Investment Properties, Alternative Investments, Hedge Funds, CMBS, Land Acquisition, Acquisition Analysis, Management Consulting, M&A due diligence, Corporate Finance, Real Estate Economics, Due Diligence, Financial Modeling, Structured Finance, Finance, Venture Capital, Disposition, Acquisitions, Business Valuation, Mezzanine, Asset Management, Valuation, Brokerage, Commercial Real Estate, Leases, Financial Structuring, Loans, Capital, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Real Estate, Finance
Yale University 1996 — 2000
BA, Ethics, Politics & Economics
Horace Mann School 1986 — 1996
Riverdale, NY
Brian Erke Brian Erke's Credit Suisse Experience 2005 - 2007
Job CEO, Cofounder at Gratafy
Industry Internet
Experience
Gratafy May 2011 - Present
Oaktree Capital Management 2007 - 2009
Downtown Magnets High School 2007 - 2009
Credit Suisse 2005 - 2007
Skills
Private Equity, Corporate Finance, LBO, Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Venture Capital, Business Development, Start-ups, Mergers & Acquisitions, Due Diligence, Strategic Consulting, Strategy, Competitive Analysis, Corporate Development, Emerging Markets, Management Consulting, Analytics, Investments, Business Modeling, Business Strategy, Leveraged Finance, Strategic Partnerships, M&A experience, Market Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Masters, Business Administration; Strategic Management
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts, Business Administration; Finance
Gratafy May 2011 - Present
Oaktree Capital Management 2007 - 2009
Downtown Magnets High School 2007 - 2009
Credit Suisse 2005 - 2007
Skills
Private Equity, Corporate Finance, LBO, Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Venture Capital, Business Development, Start-ups, Mergers & Acquisitions, Due Diligence, Strategic Consulting, Strategy, Competitive Analysis, Corporate Development, Emerging Markets, Management Consulting, Analytics, Investments, Business Modeling, Business Strategy, Leveraged Finance, Strategic Partnerships, M&A experience, Market Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Masters, Business Administration; Strategic Management
University of Washington, Michael G. Foster School of Business 2001 — 2005
Bachelor of Arts, Business Administration; Finance
Chuck Anderson Chuck Anderson's Credit Suisse Experience July 2007 - March 2013
Job Director, FP&A at LinkedIn
Industry Internet
Experience
LinkedIn March 2013 - Present
Credit Suisse July 2007 - March 2013
Meyers Nave August 2002 - May 2005
Broadbay Networks (Acquired by Harvey Nash Group) March 2000 - June 2002
KPMG September 1997 - February 2000
Skills
Due Diligence, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Equities, Mergers, Investment Banking, Debt, LBO, Divestitures, Venture Capital, DCF, Strategic Planning, Mergers & Acquisitions, IPO, Strategy, Start-ups, Finance
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance & Management
Wake Forest University
MS & BS, Accounting
LinkedIn March 2013 - Present
Credit Suisse July 2007 - March 2013
Meyers Nave August 2002 - May 2005
Broadbay Networks (Acquired by Harvey Nash Group) March 2000 - June 2002
KPMG September 1997 - February 2000
Skills
Due Diligence, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Equities, Mergers, Investment Banking, Debt, LBO, Divestitures, Venture Capital, DCF, Strategic Planning, Mergers & Acquisitions, IPO, Strategy, Start-ups, Finance
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance & Management
Wake Forest University
MS & BS, Accounting
Sharp McGivaren Sharp McGivaren's Credit Suisse Experience June 2012 - August 2012
Job Analyst at New York Based Hedge Fund
Industry Financial Services
Experience
New York Based Hedge Fund August 2015 - Present
The Blackstone Group June 2013 - Present
Credit Suisse June 2012 - August 2012
El Paso May 2011 - August 2011
ServisFirst Bank May 2010 - August 2010
Education
University of Pennsylvania 2009 — 2013
Bachelor’s Degree, Finance, Accounting, Mathematics
New York Based Hedge Fund August 2015 - Present
The Blackstone Group June 2013 - Present
Credit Suisse June 2012 - August 2012
El Paso May 2011 - August 2011
ServisFirst Bank May 2010 - August 2010
Education
University of Pennsylvania 2009 — 2013
Bachelor’s Degree, Finance, Accounting, Mathematics
Spencer Kurn Spencer Kurn's Credit Suisse Experience July 2011 - October 2012
Job Partner at New Street Research
Industry Financial Services
Experience
New Street Research October 2012 - Present
Credit Suisse July 2011 - October 2012
Putnam Investments July 2008 - June 2011
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Capital Markets, Due Diligence, Investments, Business Analysis, Equities, Quantitative Analytics, Economics, Fixed Income, Trading, Series 7, Mergers, Data Analysis
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Economics
Moses Brown School 2000 — 2004
New Street Research October 2012 - Present
Credit Suisse July 2011 - October 2012
Putnam Investments July 2008 - June 2011
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Capital Markets, Due Diligence, Investments, Business Analysis, Equities, Quantitative Analytics, Economics, Fixed Income, Trading, Series 7, Mergers, Data Analysis
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Economics
Moses Brown School 2000 — 2004
Jessica Friedman Jessica Friedman's Credit Suisse Experience June 2012 - August 2012
Job Associate at PrimaServe CRE Advisory Services
Industry Real Estate
Experience
PrimaServe CRE Advisory Services November 2013 - Present
Darden Graduate School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Sotheby's June 2010 - July 2011
Sotheby's November 2007 - June 2010
Skills
Event Planning, Analysis, Project Management, Social Media, Fine Art, Art History, Management, Entrepreneurship
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Asset Management
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Major: Sociology, Minor: French
PrimaServe CRE Advisory Services November 2013 - Present
Darden Graduate School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Sotheby's June 2010 - July 2011
Sotheby's November 2007 - June 2010
Skills
Event Planning, Analysis, Project Management, Social Media, Fine Art, Art History, Management, Entrepreneurship
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Asset Management
University of Pennsylvania 2003 — 2007
Bachelor of Arts, Major: Sociology, Minor: French
Chadwick Castle Chadwick Castle's Credit Suisse Experience June 1998 - March 1999
Job Managing Director Excelsior Realty Services LLC
Industry Real Estate
Experience
Excelsior Realty Services LLC January 2007 - Present
Metropolitan Montessori School June 2006 - May 2013
22-24 West 69th Street Corporation May 2000 - January 2013
Massey Knakal Realty Services acq. by Cushman and Wakefield 2003 - 2007
Concordia Solutions April 1999 - January 2003
Credit Suisse June 1998 - March 1999
UBS Investment Bank 1996 - 1998
Prudential Securities 1994 - 1996
Skills
Real Estate, Real Estate Investment, Negotiation, Asset Management, Due Diligence, Financial Analysis, Strategic Planning, Property Management, Entrepreneurship, Investment Properties, Investments, Private Equity, Venture Capital, Finance, Real Estate Development, Corporate Finance, Business Strategy, Property, Investment Banking, Valuation, Real Estate Economics, Real Estate Transactions, Apartments, Real Property, Disposition, Real Estate Financing, Commercial Real Estate, Brokerage, Corporate Real Estate, Acquisitions, Leases, Funding, Investors, Location Intelligence, Portfolio Management, Financial Structuring, Investment Sales, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.), Economics
Canyon Springs 1987 — 1990
Excelsior Realty Services LLC January 2007 - Present
Metropolitan Montessori School June 2006 - May 2013
22-24 West 69th Street Corporation May 2000 - January 2013
Massey Knakal Realty Services acq. by Cushman and Wakefield 2003 - 2007
Concordia Solutions April 1999 - January 2003
Credit Suisse June 1998 - March 1999
UBS Investment Bank 1996 - 1998
Prudential Securities 1994 - 1996
Skills
Real Estate, Real Estate Investment, Negotiation, Asset Management, Due Diligence, Financial Analysis, Strategic Planning, Property Management, Entrepreneurship, Investment Properties, Investments, Private Equity, Venture Capital, Finance, Real Estate Development, Corporate Finance, Business Strategy, Property, Investment Banking, Valuation, Real Estate Economics, Real Estate Transactions, Apartments, Real Property, Disposition, Real Estate Financing, Commercial Real Estate, Brokerage, Corporate Real Estate, Acquisitions, Leases, Funding, Investors, Location Intelligence, Portfolio Management, Financial Structuring, Investment Sales, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.), Economics
Canyon Springs 1987 — 1990
Heather Vanderhoof Heather Vanderhoof's Credit Suisse Experience 2013 - 2014
Job Head of Strategic Initiatives, OurCrowd
Industry Financial Services
Experience
Credit Suisse 2013 - 2014
Credit Suisse 2010 - 2013
Credit Suisse 2007 - 2010
Credit Suisse 2007 - 2007
UBS 2004 - 2007
UBS Financial Services 2002 - 2004
UBS 2000 - 2002
PaineWebber 1998 - 2000
Skills
Financial Modeling, Private Banking, Strategic Planning, Wealth Management..., Human Resources, Project Management, Business Solutions..., Business Strategy Design, Organizational..., People Development, Business Efficiency, Process Improvement, Compensation & Benefit, Talent Developer, Business Operations
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Yale University 1994 — 1998
BA, Economics; Ethics, Politics and Economics
Credit Suisse 2013 - 2014
Credit Suisse 2010 - 2013
Credit Suisse 2007 - 2010
Credit Suisse 2007 - 2007
UBS 2004 - 2007
UBS Financial Services 2002 - 2004
UBS 2000 - 2002
PaineWebber 1998 - 2000
Skills
Financial Modeling, Private Banking, Strategic Planning, Wealth Management..., Human Resources, Project Management, Business Solutions..., Business Strategy Design, Organizational..., People Development, Business Efficiency, Process Improvement, Compensation & Benefit, Talent Developer, Business Operations
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Yale University 1994 — 1998
BA, Economics; Ethics, Politics and Economics
Marc Porzecanski Marc Porzecanski's Credit Suisse Experience 2005 - 2012
Job Investment Professional at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co. 2014 - Present
Credit Suisse 2005 - 2012
Skills
Investment Banking, Financial Modeling, Credit Analysis, Valuation, Corporate Finance, Financial Sponsors, Fixed Income, Private Equity, Mezzanine, Due Diligence, Spin-offs, Covenants, Term Loan, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Project Finance, Restructuring, Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania 2001 — 2005
B.A. / B.S., Economics, Finance, and Legal Studies
Collegiate High School 1997 — 2001
Angelo, Gordon & Co. 2014 - Present
Credit Suisse 2005 - 2012
Skills
Investment Banking, Financial Modeling, Credit Analysis, Valuation, Corporate Finance, Financial Sponsors, Fixed Income, Private Equity, Mezzanine, Due Diligence, Spin-offs, Covenants, Term Loan, Entrepreneurship, Mergers & Acquisitions, Venture Capital, Project Finance, Restructuring, Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania 2001 — 2005
B.A. / B.S., Economics, Finance, and Legal Studies
Collegiate High School 1997 — 2001
Josh March's Credit Suisse Experience July 2014 - Present
Job Leveraged Finance Origination & Restructuring Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Quilvest Private Equity June 2012 - August 2012
Paradigm Talent Agency June 2011 - August 2011
Skills
Economics, Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Microsoft Office, PowerPoint, Valuation, Bloomberg, Microsoft Word, Investments, Teamwork, Data Analysis, Finance, Accounting
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
University School of NSU 2007 — 2010
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Quilvest Private Equity June 2012 - August 2012
Paradigm Talent Agency June 2011 - August 2011
Skills
Economics, Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Microsoft Office, PowerPoint, Valuation, Bloomberg, Microsoft Word, Investments, Teamwork, Data Analysis, Finance, Accounting
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics
University School of NSU 2007 — 2010
William Stone William Stone's Credit Suisse Experience June 2006 - August 2006
Job Intern at U.S. Department of Justice
Industry Legal Services
Experience
U.S. Department of Justice, Civil Rights Division, Educational Opportunities Section May 2015 - July 2015
Ron Brown Scholar Program 2008 - 2015
Ron Brown Scholar Program 2008 - 2015
The Lawrenceville School 2012 - June 2014
The Lawrenceville School Camp June 2013 - August 2013
J.P. Morgan June 2010 - August 2010
NJ SEEDS July 2009 - August 2009
Credit Suisse June 2006 - August 2006
Skills
Editing, Community Outreach, English, Fundraising, Grant Writing, Tutoring, Curriculum Design, Curriculum Development, Higher Education, Nonprofits
Education
Yale Law School 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2012 — 2014
Master of Science in Education (M.S.Ed), Education
Yale University 2008 — 2012
Bachelor of Arts (B.A.), English
The Lawrenceville School 2004 — 2008
U.S. Department of Justice, Civil Rights Division, Educational Opportunities Section May 2015 - July 2015
Ron Brown Scholar Program 2008 - 2015
Ron Brown Scholar Program 2008 - 2015
The Lawrenceville School 2012 - June 2014
The Lawrenceville School Camp June 2013 - August 2013
J.P. Morgan June 2010 - August 2010
NJ SEEDS July 2009 - August 2009
Credit Suisse June 2006 - August 2006
Skills
Editing, Community Outreach, English, Fundraising, Grant Writing, Tutoring, Curriculum Design, Curriculum Development, Higher Education, Nonprofits
Education
Yale Law School 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2012 — 2014
Master of Science in Education (M.S.Ed), Education
Yale University 2008 — 2012
Bachelor of Arts (B.A.), English
The Lawrenceville School 2004 — 2008
Aarthi Sowrirajan Aarthi Sowrirajan's Credit Suisse Experience June 2010 - August 2010
Job Regional Director at Turner Impact Capital
Industry Financial Services
Experience
Turner Impact Capital February 2014 - Present
Canyon-Agassi Charter School Facilities Fund August 2011 - February 2014
Credit Suisse June 2010 - August 2010
Deutsche Bank June 2005 - April 2009
Skills
Investments, Financial Modeling, Finance, Investment Banking, Real Estate Private..., Trading, Analysis, Capital Markets, Valuation, Corporate Finance, Mutual Funds, Private Equity, Emerging Markets, Fixed Income, Bloomberg, Equities, Hedge Funds, Structured Finance, Structured Products
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
University of Chicago 2001 — 2005
BA Honors, Economics
Turner Impact Capital February 2014 - Present
Canyon-Agassi Charter School Facilities Fund August 2011 - February 2014
Credit Suisse June 2010 - August 2010
Deutsche Bank June 2005 - April 2009
Skills
Investments, Financial Modeling, Finance, Investment Banking, Real Estate Private..., Trading, Analysis, Capital Markets, Valuation, Corporate Finance, Mutual Funds, Private Equity, Emerging Markets, Fixed Income, Bloomberg, Equities, Hedge Funds, Structured Finance, Structured Products
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Management
University of Chicago 2001 — 2005
BA Honors, Economics
Lisa Johnson's Credit Suisse Experience February 2011 - November 2014
Job Head of Business Management at Clarient Global LLC
Industry Financial Services
Experience
Clarient Global LLC December 2014 - Present
Credit Suisse February 2011 - November 2014
Deloitte Consulting LLP May 2007 - February 2011
BearingPoint February 2005 - May 2007
IBM Business Consulting October 2002 - February 2005
PricewaterhouseCoopers October 1999 - October 2002
Coopers and Lybrand 1998 - 1998
Travelers Insurance 1996 - 1998
Aetna Insurance 1994 - 1995
Skills
Green IT, Project Management, Process Improvement, Business Case, Business Process..., Operating Models, Business Requirements, Portfolio Management, ITIL Certified, Methodology, Governance, Project Governance, Project Resourcing, Resourcing Strategy, Sustainability, Cost Reduction..., Maturity Assessments, PMP, Business Transformation, Business Alignment, Management Consulting, Consulting, Business Analysis, Vendor Management, Vendor Assessment, Program Management, Outsourcing, IT Governance, IT Operations, Facilitation, Team Management, Operating Model Design, Asset Management, Financial Services, Investment Management, Asset Managment, Workshop Facilitation, SDLC, PMO, Information Technology, Business Process..., Business Strategy, Enterprise Software, Leadership, Executive Management, Business Process Design, Acquisition Integration, IT Strategy, Strategy, Business Process
Education
University of Pennsylvania 1995 — 1999
BA, Economics
Miss Porter's School 1992 — 1995
Clarient Global LLC December 2014 - Present
Credit Suisse February 2011 - November 2014
Deloitte Consulting LLP May 2007 - February 2011
BearingPoint February 2005 - May 2007
IBM Business Consulting October 2002 - February 2005
PricewaterhouseCoopers October 1999 - October 2002
Coopers and Lybrand 1998 - 1998
Travelers Insurance 1996 - 1998
Aetna Insurance 1994 - 1995
Skills
Green IT, Project Management, Process Improvement, Business Case, Business Process..., Operating Models, Business Requirements, Portfolio Management, ITIL Certified, Methodology, Governance, Project Governance, Project Resourcing, Resourcing Strategy, Sustainability, Cost Reduction..., Maturity Assessments, PMP, Business Transformation, Business Alignment, Management Consulting, Consulting, Business Analysis, Vendor Management, Vendor Assessment, Program Management, Outsourcing, IT Governance, IT Operations, Facilitation, Team Management, Operating Model Design, Asset Management, Financial Services, Investment Management, Asset Managment, Workshop Facilitation, SDLC, PMO, Information Technology, Business Process..., Business Strategy, Enterprise Software, Leadership, Executive Management, Business Process Design, Acquisition Integration, IT Strategy, Strategy, Business Process
Education
University of Pennsylvania 1995 — 1999
BA, Economics
Miss Porter's School 1992 — 1995
Victoria Polubinska's Credit Suisse Experience June 2012 - August 2013
Job Manager, Deal Finance Strategy, Content Distribution and Marketing at Viacom
Industry Entertainment
Experience
Viacom October 2014 - Present
Viacom September 2013 - September 2014
Credit Suisse June 2012 - August 2013
Wharton Small Business Development Center September 2009 - May 2012
Veebeam Corp July 2011 - November 2011
Wharton Interactive Media Initiative October 2009 - October 2010
DIRECTV May 2010 - August 2010
Harrison House Office September 2009 - May 2010
Sony Pictures Entertainment June 2009 - August 2009
Paramount Pictures June 2009 - July 2009
Skills
Out-of-the-sphere..., Business Strategy, Marketing Strategy, Social Networking, Public Relations, Event Planning, Mobile, Microsoft Office, Negotiation, Mobile Devices, Business Planning, Strategic Partnerships, Entrepreneurship, Market Research, Strategy, Project Management, Management, Start-ups, Marketing, Leadership, CRM, Social Media, Strategic Planning, SEO, Business Development, Sales
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics
Viacom October 2014 - Present
Viacom September 2013 - September 2014
Credit Suisse June 2012 - August 2013
Wharton Small Business Development Center September 2009 - May 2012
Veebeam Corp July 2011 - November 2011
Wharton Interactive Media Initiative October 2009 - October 2010
DIRECTV May 2010 - August 2010
Harrison House Office September 2009 - May 2010
Sony Pictures Entertainment June 2009 - August 2009
Paramount Pictures June 2009 - July 2009
Skills
Out-of-the-sphere..., Business Strategy, Marketing Strategy, Social Networking, Public Relations, Event Planning, Mobile, Microsoft Office, Negotiation, Mobile Devices, Business Planning, Strategic Partnerships, Entrepreneurship, Market Research, Strategy, Project Management, Management, Start-ups, Marketing, Leadership, CRM, Social Media, Strategic Planning, SEO, Business Development, Sales
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics
Bohea Suh's Credit Suisse Experience July 2010 - July 2012
Job Associate at Grosvenor Capital Management
Industry Financial Services
Experience
GCM Grosvenor July 2012 - Present
Credit Suisse July 2010 - July 2012
Skills
Private Equity, Corporate Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Bachelor of Science (B.S.), Economics
GCM Grosvenor July 2012 - Present
Credit Suisse July 2010 - July 2012
Skills
Private Equity, Corporate Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Investment Banking, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Bachelor of Science (B.S.), Economics
Matthew Givens Matthew Givens's Credit Suisse Experience March 2010 - July 2011
Job Senior Financial Analyst at AdRoll
Industry Information Technology and Services
Experience
AdRoll July 2014 - Present
The Wharton School August 2012 - May 2014
BancBox July 2013 - August 2013
SecondMarket, Inc. April 2012 - August 2012
Gunderson Dettmer February 2012 - April 2012
Credit Suisse March 2010 - July 2011
Credit Suisse June 2008 - March 2010
Wachtell, Lipton, Rosen & Katz June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2004 — 2008
B.A., History
AdRoll July 2014 - Present
The Wharton School August 2012 - May 2014
BancBox July 2013 - August 2013
SecondMarket, Inc. April 2012 - August 2012
Gunderson Dettmer February 2012 - April 2012
Credit Suisse March 2010 - July 2011
Credit Suisse June 2008 - March 2010
Wachtell, Lipton, Rosen & Katz June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Yale University 2004 — 2008
B.A., History
Jason Sable Jason Sable's Credit Suisse Experience 2012 - 2013
Job US Rates Trader
Industry Financial Services
Experience
Mizuho Securities USA Inc. June 2014 - Present
RBC Capital Markets 2013 - 2014
Credit Suisse 2012 - 2013
UBS Investment Bank June 2007 - May 2011
Skills
Trading, Bonds, Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Securities, Structured Products, Swaps, Trading Systems, Investment Banking, Interest Rate..., Options, Series 7, Credit Derivatives, Electronic Trading, Financial Markets, Prime Brokerage, Proprietary Trading, Series 63, Hedging, Rates, Trading Strategies, Market Making, Risk Management, Alternative Investments, Equity Derivatives
Education
University of Pennsylvania 1999 — 2003
BA, Economics
Mizuho Securities USA Inc. June 2014 - Present
RBC Capital Markets 2013 - 2014
Credit Suisse 2012 - 2013
UBS Investment Bank June 2007 - May 2011
Skills
Trading, Bonds, Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Hedge Funds, Securities, Structured Products, Swaps, Trading Systems, Investment Banking, Interest Rate..., Options, Series 7, Credit Derivatives, Electronic Trading, Financial Markets, Prime Brokerage, Proprietary Trading, Series 63, Hedging, Rates, Trading Strategies, Market Making, Risk Management, Alternative Investments, Equity Derivatives
Education
University of Pennsylvania 1999 — 2003
BA, Economics
Zachary Lazar's Credit Suisse Experience July 2013 - June 2014
Job Analyst at The Milestone Group
Industry Investment Banking
Experience
The Milestone Group June 2014 - Present
Credit Suisse July 2013 - June 2014
Credit Suisse June 2012 - August 2012
Sperry, Mitchell & Company June 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), History, Magna Cum Laude
The Milestone Group June 2014 - Present
Credit Suisse July 2013 - June 2014
Credit Suisse June 2012 - August 2012
Sperry, Mitchell & Company June 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), History, Magna Cum Laude
Nini Zhang Nini Zhang's Credit Suisse Experience July 2013 - Present
Job Investment Banking Associate at Credit Suisse
Industry Management Consulting
Experience
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
LVMH March 2012 - June 2012
Campbell Alliance April 2010 - July 2011
Campbell Alliance October 2008 - April 2010
Campbell Alliance November 2007 - September 2008
Johnson & Johnson June 2006 - October 2007
Skills
Biotechnology, Management Consulting, Venture Capital, Strategy, Due Diligence, Financial Modeling, Business Strategy, Competitive Analysis, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Valuation
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance, Accounting
University of Pennsylvania 2002 — 2006
BA, Molecular Biology
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
LVMH March 2012 - June 2012
Campbell Alliance April 2010 - July 2011
Campbell Alliance October 2008 - April 2010
Campbell Alliance November 2007 - September 2008
Johnson & Johnson June 2006 - October 2007
Skills
Biotechnology, Management Consulting, Venture Capital, Strategy, Due Diligence, Financial Modeling, Business Strategy, Competitive Analysis, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Valuation
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance, Accounting
University of Pennsylvania 2002 — 2006
BA, Molecular Biology
John S Ryan John S Ryan's Credit Suisse Experience 2007 - 2008
Job Managing Director Head of Risk Capital Management
Industry Financial Services
Experience
Royal Bank of Scotland April 2010 - Present
Credit Suisse 2007 - 2008
Scotia Capital 2004 - 2006
JPMorgan Chase 2000 - 2004
Citibank 1994 - 1999
Skills
High Yield, Hedge Funds, Leveraged Finance, Portfolio Management, Trading, CDS, Loans, Relative Value, Asset Management, Credit, Derivatives, Credit Analysis, Event Driven, Special Situations, Fixed Income, Equities, Counterparty Risk, Credit Risk, Capital Markets, Investment Banking, Securitization, Market Risk, Financial Risk, Investments, Hedging, Banking, Funding, Structured Finance, Credit Derivatives, Financial Structuring, Capital Structure, Structured Products, Bonds, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Wesleyan University 1978 — 1982
BA, Math-Economics
Royal Bank of Scotland April 2010 - Present
Credit Suisse 2007 - 2008
Scotia Capital 2004 - 2006
JPMorgan Chase 2000 - 2004
Citibank 1994 - 1999
Skills
High Yield, Hedge Funds, Leveraged Finance, Portfolio Management, Trading, CDS, Loans, Relative Value, Asset Management, Credit, Derivatives, Credit Analysis, Event Driven, Special Situations, Fixed Income, Equities, Counterparty Risk, Credit Risk, Capital Markets, Investment Banking, Securitization, Market Risk, Financial Risk, Investments, Hedging, Banking, Funding, Structured Finance, Credit Derivatives, Financial Structuring, Capital Structure, Structured Products, Bonds, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Wesleyan University 1978 — 1982
BA, Math-Economics
Stephan Nicoleau's Credit Suisse Experience July 2007 - July 2008
Job Founder and Managing Partner at Critical Value Advisors LLC
Industry Financial Services
Experience
Townsquare October 2013 - February 2014
Credit Suisse July 2007 - July 2008
JPMorgan Chase July 2006 - July 2007
Skills
Alternative Investments, Hedge Funds, Private Equity, Investments, Investor Relations, Venture Capital, Equities, Investment Strategies, Commodity, Fund Of Funds, Asset Managment, Fixed Income, Management, Due Diligence, Valuation, Asset Management, Capital Markets, Investment Management, Emerging Markets, Financial Markets, Financial Modeling
Education
University of Pennsylvania 2001 — 2005
Bachelors, Politics, Philosophy & Economics
Townsquare October 2013 - February 2014
Credit Suisse July 2007 - July 2008
JPMorgan Chase July 2006 - July 2007
Skills
Alternative Investments, Hedge Funds, Private Equity, Investments, Investor Relations, Venture Capital, Equities, Investment Strategies, Commodity, Fund Of Funds, Asset Managment, Fixed Income, Management, Due Diligence, Valuation, Asset Management, Capital Markets, Investment Management, Emerging Markets, Financial Markets, Financial Modeling
Education
University of Pennsylvania 2001 — 2005
Bachelors, Politics, Philosophy & Economics
Gary Bornstein Gary Bornstein's Credit Suisse Experience May 2009 - August 2012
Job
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
UBS Investment Bank May 2015 - Present
Bornstein Consulting August 2012 - Present
Citi August 2012 - May 2015
Credit Suisse May 2009 - August 2012
AIG February 2009 - May 2009
Morgan Stanley October 2004 - January 2009
Deloitte April 1998 - October 2004
Price Waterhouse September 1995 - April 1998
Education
Wharton School of the University of Pennsylvania 1991 — 1995
BSE
Clarkstown High School North 1987 — 1991
high school
Barbara Biel Barbara Biel's Credit Suisse Experience May 1993 - December 1997
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York January 2014 - Present
The Metropolitan Museum of Art June 2008 - Present
Royal Bank of Scotland August 2009 - January 2014
Robin Hood Foundation February 2009 - July 2009
Bear Stearns December 1997 - June 2008
Credit Suisse May 1993 - December 1997
Banque Indosuez March 1989 - May 1993
Goldman Sachs May 1981 - March 1989
Ernst & Whinney August 1978 - May 1981
Skills
Credit Risk, Hedge Funds, Management, Leadership, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Credit, Financial Markets, Investments, Financial Risk, Banking, Asset Management, Financial Structuring, Structured Finance, Financial Institutions, Equities, Program Management, Investment Banking, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Wellesley College 1972 — 1976
Bachelor's degree, Economics
Federal Reserve Bank of New York January 2014 - Present
The Metropolitan Museum of Art June 2008 - Present
Royal Bank of Scotland August 2009 - January 2014
Robin Hood Foundation February 2009 - July 2009
Bear Stearns December 1997 - June 2008
Credit Suisse May 1993 - December 1997
Banque Indosuez March 1989 - May 1993
Goldman Sachs May 1981 - March 1989
Ernst & Whinney August 1978 - May 1981
Skills
Credit Risk, Hedge Funds, Management, Leadership, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Credit, Financial Markets, Investments, Financial Risk, Banking, Asset Management, Financial Structuring, Structured Finance, Financial Institutions, Equities, Program Management, Investment Banking, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Wellesley College 1972 — 1976
Bachelor's degree, Economics
Catherine Rouleau's Credit Suisse Experience June 2009 - August 2009
Job CMBS Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley 2010 - 2013
Credit Suisse June 2009 - August 2009
Skills
Private Equity, Alternative Investments, Financial Modeling, Trading, Valuation, Financial Analysis, Capital Markets, Investments, Investment Banking, Equities
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc in Economics, Finance Major
Morgan Stanley May 2013 - Present
Morgan Stanley 2010 - 2013
Credit Suisse June 2009 - August 2009
Skills
Private Equity, Alternative Investments, Financial Modeling, Trading, Valuation, Financial Analysis, Capital Markets, Investments, Investment Banking, Equities
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSc in Economics, Finance Major
Aaron N. Faison Aaron N. Faison's Credit Suisse Experience May 2014 - May 2014
Job Student at University of Pennsylvania
Industry Management Consulting
Experience
The Sports Quotient March 2014 - Present
Accenture June 2015 - August 2015
Credit Suisse May 2014 - May 2014
BlackRock April 2014 - April 2014
Goldman Sachs April 2014 - April 2014
Barclays March 2014 - March 2014
Skills
Microsoft Word, Project Management, Project Planning, Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Office, Teamwork, Financial Analysis, Social Media
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Finance, Marketing
The Sports Quotient March 2014 - Present
Accenture June 2015 - August 2015
Credit Suisse May 2014 - May 2014
BlackRock April 2014 - April 2014
Goldman Sachs April 2014 - April 2014
Barclays March 2014 - March 2014
Skills
Microsoft Word, Project Management, Project Planning, Microsoft Excel, PowerPoint, Data Analysis, Research, Microsoft Office, Teamwork, Financial Analysis, Social Media
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Finance, Marketing
David F. Smith, CFA's Credit Suisse Experience 1985 - 2014
Job Managing Partner at Fitzco LLC
Industry Financial Services
Experience
Fitzco LLC 2014 - Present
Credit Suisse 1985 - 2014
Skills
Equities, Capital Markets, Fixed Income, Derivatives, Investment Banking, Marketing, Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Vanderbilt University
Bachelor's Degree
Montgomery Bell Academy
High School
Fitzco LLC 2014 - Present
Credit Suisse 1985 - 2014
Skills
Equities, Capital Markets, Fixed Income, Derivatives, Investment Banking, Marketing, Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Vanderbilt University
Bachelor's Degree
Montgomery Bell Academy
High School
Philip Winslow, CFA Philip Winslow, CFA's Credit Suisse Experience June 2002 - Present
Job Equity Research Analyst (Software) at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2002 - Present
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science (B.S.)
Credit Suisse June 2002 - Present
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science (B.S.)
Jingyi (Connie) Kang's Credit Suisse Experience June 2015 - August 2015
Job Student at University of Pennsylvania
Industry Investment Banking
Experience
Credit Suisse June 2015 - August 2015
The Daily Pennsylvanian November 2013 - January 2015
Knights Investment Group June 2014 - August 2014
Deutsche Bank July 2013 - August 2013
Skills
Photoshop, Social Media Marketing, Financial Modeling, Corporate Valuation
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Finance
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Theatre Arts
Shanghai High School 2009 — 2012
Credit Suisse June 2015 - August 2015
The Daily Pennsylvanian November 2013 - January 2015
Knights Investment Group June 2014 - August 2014
Deutsche Bank July 2013 - August 2013
Skills
Photoshop, Social Media Marketing, Financial Modeling, Corporate Valuation
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Finance
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Theatre Arts
Shanghai High School 2009 — 2012
Stuart Goldberg Stuart Goldberg's Credit Suisse Experience June 2012 - August 2012
Job Associate at Silver Lake
Industry Venture Capital & Private Equity
Experience
Silver Lake July 2015 - Present
McKinsey & Company August 2013 - July 2015
Philadelphia Eagles February 2013 - May 2013
Credit Suisse June 2012 - August 2012
Internet Capital Group October 2011 - January 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentration in Finance
Akiba Hebrew Academy 2005 — 2009
Silver Lake July 2015 - Present
McKinsey & Company August 2013 - July 2015
Philadelphia Eagles February 2013 - May 2013
Credit Suisse June 2012 - August 2012
Internet Capital Group October 2011 - January 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentration in Finance
Akiba Hebrew Academy 2005 — 2009
Cameron Lester Cameron Lester's Credit Suisse Experience Co-Founder and General PartnerAzure Capital PartnersApril 2000 - June 2015
Job Managing Director and Head of Global Internet Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse Co-Founder and General PartnerAzure Capital PartnersApril 2000 - June 2015
CSFB Technology Group July 1998 - 2000
Deutshe Bank Technology Group May 1996 - July 1998
PaineWebber Investment Banking August 1993 - May 1996
Skills
Venture Capital, Lean Startup, Private Companies, Financial Analysis, Growth Capital, Term Sheets, Corporate Development, Start-ups, International Operations, Mergers, Angel Investing, Investment Banking, Mergers, Awesomeness, Financial Modeling, General Awesomeness, Product Management, Strategic Partnerships, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Virginia 1985 — 1988
BA, Economics
Credit Suisse Co-Founder and General PartnerAzure Capital PartnersApril 2000 - June 2015
CSFB Technology Group July 1998 - 2000
Deutshe Bank Technology Group May 1996 - July 1998
PaineWebber Investment Banking August 1993 - May 1996
Skills
Venture Capital, Lean Startup, Private Companies, Financial Analysis, Growth Capital, Term Sheets, Corporate Development, Start-ups, International Operations, Mergers, Angel Investing, Investment Banking, Mergers, Awesomeness, Financial Modeling, General Awesomeness, Product Management, Strategic Partnerships, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Virginia 1985 — 1988
BA, Economics
Rohenne Lee Rohenne Lee's Credit Suisse Experience June 2008 - August 2012
Job Operations & Logistics Manager at Uber
Industry Internet
Experience
Uber June 2015 - Present
Groupon June 2014 - August 2014
Credit Suisse June 2008 - August 2012
Skills
Bloomberg, Emerging Markets, Equity Research, Equities, Capital Markets, Investment Banking, Financial Modeling, Hedge Funds, Equity Trading, Financial Markets, Valuation, Strategy, Sales, Electronic Trading, Trading Systems, Community Service, Cross-functional Team..., Cross Selling, Project Management, Microsoft Excel, Mentoring, Data Analysis, SQL
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing & Entrepreneurial Management
University of Pennsylvania 2004 — 2008
Bachelor of Engineering (BEng), Electrical and Systems Engineering
Taipei American School
Uber June 2015 - Present
Groupon June 2014 - August 2014
Credit Suisse June 2008 - August 2012
Skills
Bloomberg, Emerging Markets, Equity Research, Equities, Capital Markets, Investment Banking, Financial Modeling, Hedge Funds, Equity Trading, Financial Markets, Valuation, Strategy, Sales, Electronic Trading, Trading Systems, Community Service, Cross-functional Team..., Cross Selling, Project Management, Microsoft Excel, Mentoring, Data Analysis, SQL
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing & Entrepreneurial Management
University of Pennsylvania 2004 — 2008
Bachelor of Engineering (BEng), Electrical and Systems Engineering
Taipei American School
Akhilesh Goswami Akhilesh Goswami's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst Credit Suisse (USA) LLC
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Dalit Indian Chamber of Commerce and Industry May 2013 - June 2013
BNP Paribas June 2012 - September 2012
Face to Face September 2011 - December 2011
Hong Kong and Shanghai Banking Corporation June 2011 - August 2011
Skills
French, Spanish, Hindi, JMP, R, VBA, Financial Accounting, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Access, Account Management, Foreign Exchange, Business Development, Finance, Financial Modeling, Management, Economics, Data Analysis, Valuation, Financial Analysis, PowerPoint, Public Speaking, Investment Banking, Leadership
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.) Economics, Finance
St.Christopher's School, Bahrain 1993 — 2011
A level Certification in Mathematics, Further Mathematics, Chemistry, Physics, Economics, ICT, Math, Phyiscs, Chemistry, Economics, ICT, A* grade achieved on all exams
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Dalit Indian Chamber of Commerce and Industry May 2013 - June 2013
BNP Paribas June 2012 - September 2012
Face to Face September 2011 - December 2011
Hong Kong and Shanghai Banking Corporation June 2011 - August 2011
Skills
French, Spanish, Hindi, JMP, R, VBA, Financial Accounting, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Access, Account Management, Foreign Exchange, Business Development, Finance, Financial Modeling, Management, Economics, Data Analysis, Valuation, Financial Analysis, PowerPoint, Public Speaking, Investment Banking, Leadership
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.) Economics, Finance
St.Christopher's School, Bahrain 1993 — 2011
A level Certification in Mathematics, Further Mathematics, Chemistry, Physics, Economics, ICT, Math, Phyiscs, Chemistry, Economics, ICT, A* grade achieved on all exams
Jeffrey Sheftic, MBA's Credit Suisse Experience 1998 - 2000
Job Vice President, Broker Dealer Operations
Industry Financial Services
Experience
Prudential Financial 2012 - Present
Charles Schwab 2006 - 2012
ADP Clearing & Outsourcing Services, Inc. 2000 - 2006
Credit Suisse 1998 - 2000
Fidelity Investments 1993 - 1998
Kemper Clearing Corporation, Inc. 1988 - 1993
Skills
Strategy Development, Change Leadership, Partner Relationship..., Equities, Regulatory Requirements, Securities, Fixed Income, Series 7, Financial Services, Mutual Funds, Options, FINRA, Investments, Risk Management, Business Strategy, Series 63, Financial Markets, Back Office, Strategy, Capital Markets, Executive Management, Operations Management, Hedge Funds, Vendor Management, Wealth Management, Change Management, Project Management, Series 24, Asset Management, Derivatives, Project Planning, Budgets, Business Relationship..., Budget Allocation, Budget Management, Budget Oversight, Legal Compliance, Organizational Change, Project Delivery, Project Execution, Project Implementation, Retail Brokerage, Committees, Business Reorganizations, Employee Hiring, Financial Sector, Industry Committees, Operational Planning, Organizational..., Series 53
Education
Wharton School, University of Pennsylvania 2008 — 2011
SIFMA Certificate: Executive Education - Securities Industry institute
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA), Economics
Series 27, 24, 53,7, 63
Prudential Financial 2012 - Present
Charles Schwab 2006 - 2012
ADP Clearing & Outsourcing Services, Inc. 2000 - 2006
Credit Suisse 1998 - 2000
Fidelity Investments 1993 - 1998
Kemper Clearing Corporation, Inc. 1988 - 1993
Skills
Strategy Development, Change Leadership, Partner Relationship..., Equities, Regulatory Requirements, Securities, Fixed Income, Series 7, Financial Services, Mutual Funds, Options, FINRA, Investments, Risk Management, Business Strategy, Series 63, Financial Markets, Back Office, Strategy, Capital Markets, Executive Management, Operations Management, Hedge Funds, Vendor Management, Wealth Management, Change Management, Project Management, Series 24, Asset Management, Derivatives, Project Planning, Budgets, Business Relationship..., Budget Allocation, Budget Management, Budget Oversight, Legal Compliance, Organizational Change, Project Delivery, Project Execution, Project Implementation, Retail Brokerage, Committees, Business Reorganizations, Employee Hiring, Financial Sector, Industry Committees, Operational Planning, Organizational..., Series 53
Education
Wharton School, University of Pennsylvania 2008 — 2011
SIFMA Certificate: Executive Education - Securities Industry institute
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
Bachelor of Arts (BA), Economics
Series 27, 24, 53,7, 63
Brian E. Weiss Brian E. Weiss's Credit Suisse Experience July 2000 - June 2002
Job Urology Resident at NYU Langone Medical Center
Industry Medical Practice
Experience
Forest Laboratories December 2007 - July 2008
IRX Therapeutics August 2004 - June 2007
IRX Therapeutics August 2002 - July 2004
Credit Suisse July 2000 - June 2002
Education
Perelman School of Medicine at the University of Pennsylvania 2008 — 2012
Doctor of Medicine (M.D.)
Columbia University 2004 — 2006
Certificate
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics
Forest Laboratories December 2007 - July 2008
IRX Therapeutics August 2004 - June 2007
IRX Therapeutics August 2002 - July 2004
Credit Suisse July 2000 - June 2002
Education
Perelman School of Medicine at the University of Pennsylvania 2008 — 2012
Doctor of Medicine (M.D.)
Columbia University 2004 — 2006
Certificate
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics
Brian Snyder Brian Snyder's Credit Suisse Experience July 2006 - March 2011
Job Director, Finance and Business Analytics at PlanGrid
Industry Information Technology and Services
Experience
PlanGrid March 2015 - Present
Qatalyst Partners March 2011 - February 2015
Credit Suisse July 2006 - March 2011
Skills
Investment Banking, Valuation, Private Equity, LBO, Financial Modeling, Equities, Fixed Income, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Venture Capital, M&A experience, Mergers, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
PlanGrid March 2015 - Present
Qatalyst Partners March 2011 - February 2015
Credit Suisse July 2006 - March 2011
Skills
Investment Banking, Valuation, Private Equity, LBO, Financial Modeling, Equities, Fixed Income, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Venture Capital, M&A experience, Mergers, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
Jose Bermudez Jose Bermudez's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Financo, Inc. June 2013 - August 2013
VACE Partners May 2012 - July 2012
Leadership in the Business World:Wharton School July 2011 - August 2011
CMM: De la Calle, Madrazo, Mancera SC June 2011 - July 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Strategic Planning, Business Strategy, Mergers & Acquisitions, Investments, Bloomberg, Private Equity, LBO, Hedge Funds, Emerging Markets, Capital Markets, Venture Capital, Equities, Fixed Income, Equity Research, Due Diligence, Alternative Investments, Portfolio Management, Economics, Capital IQ, DCF, Business Planning, Derivatives, Analysis, Entrepreneurship, Asset Management, Investment Management, Finance, Project Finance, Bloomberg Terminal, Equity Valuation, Leveraged Finance, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Data Analysis, Management, Public Speaking, Social Media, Spanish, Leadership, Teamwork, Strategy, Market Research
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.Sc.), Finance and Operations Management
Credit Suisse July 2014 - Present
Financo, Inc. June 2013 - August 2013
VACE Partners May 2012 - July 2012
Leadership in the Business World:Wharton School July 2011 - August 2011
CMM: De la Calle, Madrazo, Mancera SC June 2011 - July 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Strategic Planning, Business Strategy, Mergers & Acquisitions, Investments, Bloomberg, Private Equity, LBO, Hedge Funds, Emerging Markets, Capital Markets, Venture Capital, Equities, Fixed Income, Equity Research, Due Diligence, Alternative Investments, Portfolio Management, Economics, Capital IQ, DCF, Business Planning, Derivatives, Analysis, Entrepreneurship, Asset Management, Investment Management, Finance, Project Finance, Bloomberg Terminal, Equity Valuation, Leveraged Finance, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Data Analysis, Management, Public Speaking, Social Media, Spanish, Leadership, Teamwork, Strategy, Market Research
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.Sc.), Finance and Operations Management
Brandon Mogyoros Brandon Mogyoros's Credit Suisse Experience January 2008 - September 2009
Job
Industry Financial Services
Experience
Madison Consulting Group March 2014 - Present
Cozen O'Connor June 2012 - October 2013
Anchor Risk Advisors, LP May 2011 - February 2012
Credit Suisse January 2008 - September 2009
Skills
Investment Banking, Fixed Income, Due Diligence, Private Equity, Valuation, Financial Analysis, Mergers & Acquisitions, Capital Markets, Management, Wealth Management, Trusts
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Juris Doctorate (JD); Master of Business Administration (MBA), Law, Finance
University of Pennsylvania Law School 2009 — 2012
JD.MBA, Finance
Yeshiva University 2004 — 2008
BS, Finance, Summa cum laude
Madison Consulting Group March 2014 - Present
Cozen O'Connor June 2012 - October 2013
Anchor Risk Advisors, LP May 2011 - February 2012
Credit Suisse January 2008 - September 2009
Skills
Investment Banking, Fixed Income, Due Diligence, Private Equity, Valuation, Financial Analysis, Mergers & Acquisitions, Capital Markets, Management, Wealth Management, Trusts
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Juris Doctorate (JD); Master of Business Administration (MBA), Law, Finance
University of Pennsylvania Law School 2009 — 2012
JD.MBA, Finance
Yeshiva University 2004 — 2008
BS, Finance, Summa cum laude
Hilary Dykes Hilary Dykes's Credit Suisse Experience July 2010 - July 2012
Job Corporate Development at LinkedIn
Industry Internet
Experience
LinkedIn June 2014 - Present
Spectrum Equity September 2012 - June 2014
Credit Suisse July 2010 - July 2012
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Start-ups, Investments, Due Diligence, Financial Analysis, Economics, Growth Equity, Mergers & Acquisitions, Social Networking, Corporate Finance, Grassroots Organizing, Alternative Investments, Growth Capital, Technology, Venture Capital, Capital Markets, Corporate Development, Entrepreneurship
Education
University of Pennsylvania - The Wharton School
BScE, Finance, Spanish
The Shipley School
LinkedIn June 2014 - Present
Spectrum Equity September 2012 - June 2014
Credit Suisse July 2010 - July 2012
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Start-ups, Investments, Due Diligence, Financial Analysis, Economics, Growth Equity, Mergers & Acquisitions, Social Networking, Corporate Finance, Grassroots Organizing, Alternative Investments, Growth Capital, Technology, Venture Capital, Capital Markets, Corporate Development, Entrepreneurship
Education
University of Pennsylvania - The Wharton School
BScE, Finance, Spanish
The Shipley School
Janet (Kang) Leon Janet (Kang) Leon's Credit Suisse Experience 2013 - 2015
Job Vice President at Capital One
Industry Staffing and Recruiting
Experience
Capital One 2015 - Present
Credit Suisse 2013 - 2015
Spencer Stuart 2011 - 2013
Bridgewater Associates 2009 - 2011
Russell Reynolds Associates 2006 - 2009
Education
University of Pennsylvania
Bachelor of Arts
Capital One 2015 - Present
Credit Suisse 2013 - 2015
Spencer Stuart 2011 - 2013
Bridgewater Associates 2009 - 2011
Russell Reynolds Associates 2006 - 2009
Education
University of Pennsylvania
Bachelor of Arts
Julia Zhang Julia Zhang's Credit Suisse Experience July 2013 - June 2015
Job Associate at Cressey & Company LP
Industry Venture Capital & Private Equity
Experience
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Vertex Pharmaceuticals May 2011 - August 2011
LifeSci Advisors May 2011 - August 2011
PennMoveOut February 2010 - June 2011
Student Federal Credit Union at the University of Pennsylvania September 2010 - May 2011
Skills
Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Equity Research, Investment Banking, Financial Analysis, Microsoft Word, Research, Data Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Biology
Canyon Crest Academy 2005 — 2009
Credit Suisse July 2013 - June 2015
Credit Suisse June 2012 - August 2012
Vertex Pharmaceuticals May 2011 - August 2011
LifeSci Advisors May 2011 - August 2011
PennMoveOut February 2010 - June 2011
Student Federal Credit Union at the University of Pennsylvania September 2010 - May 2011
Skills
Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Equity Research, Investment Banking, Financial Analysis, Microsoft Word, Research, Data Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance
University of Pennsylvania 2009 — 2013
Bachelor of Arts, Biology
Canyon Crest Academy 2005 — 2009
Bryan Yasukochi Bryan Yasukochi's Credit Suisse Experience July 2013 - July 2015
Job Associate at Marlin Equity Partners
Industry Financial Services
Experience
Marlin Equity Partners August 2015 - Present
Credit Suisse July 2013 - July 2015
University of Pennsylvania Student Federal Credit Union January 2010 - February 2013
Credit Suisse June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Economics, Finance and Accounting
Marlin Equity Partners August 2015 - Present
Credit Suisse July 2013 - July 2015
University of Pennsylvania Student Federal Credit Union January 2010 - February 2013
Credit Suisse June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Economics, Finance and Accounting
Shriya Rajashree Raghunathan Shriya Rajashree Raghunathan's Credit Suisse Experience January 2012 - April 2014
Job Business Operations & Strategy at Google
Industry Internet
Experience
Google May 2014 - Present
Credit Suisse January 2012 - April 2014
Credit Suisse July 2010 - January 2012
Penn Center for Bioinformatics Research June 2009 - July 2010
Skills
French, English, Hindi, Data Analysis, Analytics, Strategic Planning, Web Analytics, Microsoft Excel, PowerPoint, Competitive Analysis, Spanish, Mandarin, Financial Modeling, Business Strategy, Strategy, Financial Analysis, Analysis
Education
University of Pennsylvania 2006 — 2010
BSE, Biomedical Engineering
International School of Choueifat Abu Dhabi 1995 — 2006
High School Diploma
Google May 2014 - Present
Credit Suisse January 2012 - April 2014
Credit Suisse July 2010 - January 2012
Penn Center for Bioinformatics Research June 2009 - July 2010
Skills
French, English, Hindi, Data Analysis, Analytics, Strategic Planning, Web Analytics, Microsoft Excel, PowerPoint, Competitive Analysis, Spanish, Mandarin, Financial Modeling, Business Strategy, Strategy, Financial Analysis, Analysis
Education
University of Pennsylvania 2006 — 2010
BSE, Biomedical Engineering
International School of Choueifat Abu Dhabi 1995 — 2006
High School Diploma
Ronnie Black Ronnie Black's Credit Suisse Experience 1998 - 2000
Job Senior Vice President of Environmental Markets
Industry Renewables & Environment
Experience
Marex Spectron 2011 - Present
Flett Exchange, LLC 2008 - 2011
Flett Futures, Inc. 2005 - 2008
First New York Securities 2001 - 2005
Credit Suisse 1998 - 2000
Skills
Derivatives, Equities, Trading, Energy, Hedge Funds, Asset Management, Business Development, Capital Markets, Financial Modeling, Investments, Corporate Finance, Clean Energy..., Renewable Energy, Carbon Markets, Carbon Management, Solar Energy, Photovoltaics, Wind, Biomass, Landfill Gas, Hydropower, Energy Efficiency, Energy Policy, Market Analysis
Education
University of Pennsylvania 1994 — 1997
Bachelor of Arts (B.A.) School of Arts & Sciences
The Taft School 1991 — 1993
Marex Spectron 2011 - Present
Flett Exchange, LLC 2008 - 2011
Flett Futures, Inc. 2005 - 2008
First New York Securities 2001 - 2005
Credit Suisse 1998 - 2000
Skills
Derivatives, Equities, Trading, Energy, Hedge Funds, Asset Management, Business Development, Capital Markets, Financial Modeling, Investments, Corporate Finance, Clean Energy..., Renewable Energy, Carbon Markets, Carbon Management, Solar Energy, Photovoltaics, Wind, Biomass, Landfill Gas, Hydropower, Energy Efficiency, Energy Policy, Market Analysis
Education
University of Pennsylvania 1994 — 1997
Bachelor of Arts (B.A.) School of Arts & Sciences
The Taft School 1991 — 1993
Luke Brzozowski Luke Brzozowski's Credit Suisse Experience June 2011 - August 2011
Job Research Associate at Eminence Capital
Industry Investment Management
Experience
Eminence Capital October 2014 - Present
Jefferies LLC November 2013 - September 2014
Stephens Inc. June 2012 - November 2013
Credit Suisse June 2011 - August 2011
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
St. Ignatius High School 2004 — 2008
Eminence Capital October 2014 - Present
Jefferies LLC November 2013 - September 2014
Stephens Inc. June 2012 - November 2013
Credit Suisse June 2011 - August 2011
Education
University of Pennsylvania 2008 — 2012
B.A., Economics
St. Ignatius High School 2004 — 2008
Derek Chu Derek Chu's Credit Suisse Experience July 2011 - August 2012
Job Senior Associate and Consumer VC at Menlo Ventures
Industry Venture Capital & Private Equity
Experience
Menlo Ventures September 2012 - Present
Credit Suisse July 2011 - August 2012
Deutsche Bank June 2010 - August 2010
Ennovance Capital LLC October 2009 - February 2010
Trophy Point Capital July 2009 - September 2009
Skills
Venture Capital
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (B.S.), Economics
Menlo Ventures September 2012 - Present
Credit Suisse July 2011 - August 2012
Deutsche Bank June 2010 - August 2010
Ennovance Capital LLC October 2009 - February 2010
Trophy Point Capital July 2009 - September 2009
Skills
Venture Capital
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (B.S.), Economics
Daniel Scardigli Daniel Scardigli's Credit Suisse Experience June 2010 - June 2012
Job Analyst at Calixto Global Investors LP
Industry Financial Services
Experience
Calixto Global Investors LP June 2015 - Present
Crestview Partners, LLC July 2012 - Present
Credit Suisse June 2010 - June 2012
Skills
Investment Banking, Capital Markets, Valuation, Leveraged Finance, Financial Modeling, Corporate Finance, Private Equity, Portfolio Management, Product Control, Equity Derivatives, CMBS, Investments, Financial Analysis, Due Diligence, Company Valuation
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics, Finance
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science, Finance
Calixto Global Investors LP June 2015 - Present
Crestview Partners, LLC July 2012 - Present
Credit Suisse June 2010 - June 2012
Skills
Investment Banking, Capital Markets, Valuation, Leveraged Finance, Financial Modeling, Corporate Finance, Private Equity, Portfolio Management, Product Control, Equity Derivatives, CMBS, Investments, Financial Analysis, Due Diligence, Company Valuation
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics, Finance
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science, Finance
David C. Gottlieb David C. Gottlieb's Credit Suisse Experience September 2001 - March 2003
Job Sr. Portfolio Manager, Schroders Investment ManagementAlternative Inv. Strategies
Industry Investment Management
Experience
EMF Fixed Income Fund March 2003 - September 2014
Credit Suisse September 2001 - March 2003
Donaldson Lufkin & Jenrette 1995 - 2001
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Derivatives, Investments, Proprietary Trading
Education
University of Pennsylvania - The Wharton School 1982 — 1986
B.S. Economics, Finance/Political Science
EMF Fixed Income Fund March 2003 - September 2014
Credit Suisse September 2001 - March 2003
Donaldson Lufkin & Jenrette 1995 - 2001
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Derivatives, Investments, Proprietary Trading
Education
University of Pennsylvania - The Wharton School 1982 — 1986
B.S. Economics, Finance/Political Science
Stefan Whitwell, CFA, CIPM's Credit Suisse Experience June 1998 - December 2001
Job Wealth Advisor at Covenant
Industry Investment Management
Experience
Covenant November 2014 - Present
Digital Pro Investigations LLC September 2013 - Present
Watchful Software September 2014 - November 2014
Empirical Solutions, LLC January 2010 - November 2014
Alpha Mechanics, LLC January 2002 - December 2012
Credit Suisse June 1998 - December 2001
Goldman Sachs 1996 - 1998
James D. Wolfensohn, Incorporated 1994 - 1996
Skills
Chartered Financial..., Investments, Japanese, Portfolio Management, Venture Capital, Private Equity, Investment Performance, Capital Markets, Spanish, Equities, Valuation, Financial Modeling, Asset Managment, Management, Hedge Funds, Investment Banking, Due Diligence, Emerging Markets, Corporate Finance, Mergers, Risk Management, Hedging, Alternative Investments, Chartered Financial..., Certificate in..., Graduate of the..., Fluent in Japanese, Violinist, Actively train in..., AAA Trained Arbitrator, Guest Lecturer, FX Hedging, Interest Rate Hedging, Foreign Exchange Risk..., FX Derivatives, Strategic M&A, Cross-border M&A, Transaction Experience, Principal Investing, Special Situations..., Portable Alpha, Dynamic Asset Allocation, Nonlinear Optimization, Asset Management, Equity Derivatives, Bonds, Mergers & Acquisitions, Financial Risk, Strategy, Fund Of Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1994
BS, Finance
CFA Institute 1997 — 2000
CFA Charterholder, Investment / Financial Analysis, Charter #40140 Awarded
CFA Institute 2011 — 2012
CIPM, Certificate in Investment Performance Management, CIPM certificate awarded #000892
Landmark Education 2012 — 2012
The Curriculum for Life, Leadership Training
Cleveland High School 1985 — 1989
Covenant November 2014 - Present
Digital Pro Investigations LLC September 2013 - Present
Watchful Software September 2014 - November 2014
Empirical Solutions, LLC January 2010 - November 2014
Alpha Mechanics, LLC January 2002 - December 2012
Credit Suisse June 1998 - December 2001
Goldman Sachs 1996 - 1998
James D. Wolfensohn, Incorporated 1994 - 1996
Skills
Chartered Financial..., Investments, Japanese, Portfolio Management, Venture Capital, Private Equity, Investment Performance, Capital Markets, Spanish, Equities, Valuation, Financial Modeling, Asset Managment, Management, Hedge Funds, Investment Banking, Due Diligence, Emerging Markets, Corporate Finance, Mergers, Risk Management, Hedging, Alternative Investments, Chartered Financial..., Certificate in..., Graduate of the..., Fluent in Japanese, Violinist, Actively train in..., AAA Trained Arbitrator, Guest Lecturer, FX Hedging, Interest Rate Hedging, Foreign Exchange Risk..., FX Derivatives, Strategic M&A, Cross-border M&A, Transaction Experience, Principal Investing, Special Situations..., Portable Alpha, Dynamic Asset Allocation, Nonlinear Optimization, Asset Management, Equity Derivatives, Bonds, Mergers & Acquisitions, Financial Risk, Strategy, Fund Of Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1994
BS, Finance
CFA Institute 1997 — 2000
CFA Charterholder, Investment / Financial Analysis, Charter #40140 Awarded
CFA Institute 2011 — 2012
CIPM, Certificate in Investment Performance Management, CIPM certificate awarded #000892
Landmark Education 2012 — 2012
The Curriculum for Life, Leadership Training
Cleveland High School 1985 — 1989
Ronak Amin's Credit Suisse Experience June 2010 - August 2010
Job Associate at Lindsay Goldberg
Industry Financial Services
Experience
Lindsay Goldberg July 2013 - Present
The Blackstone Group July 2011 - June 2013
The Lazy Grocer, LLC December 2008 - July 2011
Credit Suisse June 2010 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Equities, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor's Degree, Bachelor of Science (B.S.) - Finance, Management, Summa Cum Laude
Lindsay Goldberg July 2013 - Present
The Blackstone Group July 2011 - June 2013
The Lazy Grocer, LLC December 2008 - July 2011
Credit Suisse June 2010 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Equities, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor's Degree, Bachelor of Science (B.S.) - Finance, Management, Summa Cum Laude
Daniel Miller's Credit Suisse Experience June 2008 - August 2008
Job CoFounder & President at Fundrise
Industry Real Estate
Experience
Fundrise August 2012 - Present
Popularise December 2011 - Present
WestMill Capital October 2010 - Present
Global Environment Fund June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Western Development June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Economics
Fundrise August 2012 - Present
Popularise December 2011 - Present
WestMill Capital October 2010 - Present
Global Environment Fund June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Western Development June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Economics
Armin Mohammadi's Credit Suisse Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - August 2015
C.W. Downer & Co. June 2014 - August 2014
Medcan Health Management Inc. May 2013 - August 2013
Yale University School of Medicine July 2011 - August 2011
Skills
Research, Data Analysis, Financial Modeling, Valuation, Bloomberg, Microsoft Excel, PowerPoint, Critical Thinking, Public Speaking, Teamwork, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S), Economics, Finance, Management
Academy for Gifted Children - P.A.C.E. 2006 — 2012
Credit Suisse June 2015 - August 2015
C.W. Downer & Co. June 2014 - August 2014
Medcan Health Management Inc. May 2013 - August 2013
Yale University School of Medicine July 2011 - August 2011
Skills
Research, Data Analysis, Financial Modeling, Valuation, Bloomberg, Microsoft Excel, PowerPoint, Critical Thinking, Public Speaking, Teamwork, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S), Economics, Finance, Management
Academy for Gifted Children - P.A.C.E. 2006 — 2012
Kevin Dwyer's Credit Suisse Experience June 2007 - July 2009
Job RMBS Analyst at Morningstar
Industry Capital Markets
Experience
Morningstar Structured Credit Ratings April 2012 - Present
Allonhill March 2011 - April 2012
Credit Suisse June 2007 - July 2009
Credit Suisse First Boston September 2002 - May 2007
Standard & Poor's August 1999 - September 2002
Skills
Securitization, Structured Finance, Structured Products, MBS, ABS, Trading, Fixed Income, Structuring, Valuation, Securities, Residential Mortgages, Bonds, Loans, Mortgage, Hedging, Intex, Capital Markets, Mortgage Lending, Asset Management, Derivatives, Hedge Funds, Financial Structuring
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Business
University of Wisconsin-Madison 1993 — 1994
BS, Economics
University of Pennsylvania 1988 — 1991
Finance
Marquette University High School 1984 — 1988
HS Diploma, None
Morningstar Structured Credit Ratings April 2012 - Present
Allonhill March 2011 - April 2012
Credit Suisse June 2007 - July 2009
Credit Suisse First Boston September 2002 - May 2007
Standard & Poor's August 1999 - September 2002
Skills
Securitization, Structured Finance, Structured Products, MBS, ABS, Trading, Fixed Income, Structuring, Valuation, Securities, Residential Mortgages, Bonds, Loans, Mortgage, Hedging, Intex, Capital Markets, Mortgage Lending, Asset Management, Derivatives, Hedge Funds, Financial Structuring
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Business
University of Wisconsin-Madison 1993 — 1994
BS, Economics
University of Pennsylvania 1988 — 1991
Finance
Marquette University High School 1984 — 1988
HS Diploma, None
Nisha Khanduja's Credit Suisse Experience October 2014 - Present
Job Vice President at Credit Suisse
Industry Law Practice
Experience
Credit Suisse October 2014 - Present
New York Life Insurance Company September 2012 - October 2014
Simpson Thacher & Bartlett October 2006 - September 2012
Millenium Cities Initiative July 2009 - July 2010
Skills
Corporate Governance, Intellectual Property, Mergers, Legal Writing, Due Diligence, Securities Regulation, Corporate Law
Education
University of Pennsylvania Law School 2004 — 2006
B.A., Economics; International Relations
University of Pennsylvania 1999 — 2003
B.A., Economics, International Relations
Wardlaw-Hartridge 1987 — 1999
Credit Suisse October 2014 - Present
New York Life Insurance Company September 2012 - October 2014
Simpson Thacher & Bartlett October 2006 - September 2012
Millenium Cities Initiative July 2009 - July 2010
Skills
Corporate Governance, Intellectual Property, Mergers, Legal Writing, Due Diligence, Securities Regulation, Corporate Law
Education
University of Pennsylvania Law School 2004 — 2006
B.A., Economics; International Relations
University of Pennsylvania 1999 — 2003
B.A., Economics, International Relations
Wardlaw-Hartridge 1987 — 1999
Norayr Eblighatian's Credit Suisse Experience October 2011 - Present
Job Sr. Solutions Architect at ItIgnite Consulting
Industry Information Technology and Services
Experience
ItIgnite Consulting February 2013 - Present
Credit Suisse October 2011 - Present
EPMA Inc. January 2009 - October 2011
Frontier Communications 2008 - 2008
Xinify Technologies 2005 - 2007
Citco Technologies 2004 - 2005
Skills
PMO, Project Portfolio..., PMP, SDLC, Resource Management, Business Process, Governance, Vendor Management, Program Management, Integration, Management Consulting, IT Service Management, Certified Project..., MS Project, PMI
Education
University of Pennsylvania 1975 — 1976
Masters, International Business Mgmt.
University of Pennsylvania - The Wharton School 1970 — 1974
Bachelors, Business Administration
ItIgnite Consulting February 2013 - Present
Credit Suisse October 2011 - Present
EPMA Inc. January 2009 - October 2011
Frontier Communications 2008 - 2008
Xinify Technologies 2005 - 2007
Citco Technologies 2004 - 2005
Skills
PMO, Project Portfolio..., PMP, SDLC, Resource Management, Business Process, Governance, Vendor Management, Program Management, Integration, Management Consulting, IT Service Management, Certified Project..., MS Project, PMI
Education
University of Pennsylvania 1975 — 1976
Masters, International Business Mgmt.
University of Pennsylvania - The Wharton School 1970 — 1974
Bachelors, Business Administration
Seth Ginns's Credit Suisse Experience July 2000 - June 2002
Job Managing Director at Jennison Associates
Industry Financial Services
Experience
Jennison Associates July 2002 - Present
Credit Suisse July 2000 - June 2002
Skills
Investments, Buy-side, Stock Picking, Equities, Asset Management, Financial Modeling, Valuation, Emerging Markets, Equity Research, Industrials, Mutual Funds, Industrial Sector, Asset Managment
Education
University of Pennsylvania 1996 — 2000
BA, Math, South Asia Regional Studies
Jennison Associates July 2002 - Present
Credit Suisse July 2000 - June 2002
Skills
Investments, Buy-side, Stock Picking, Equities, Asset Management, Financial Modeling, Valuation, Emerging Markets, Equity Research, Industrials, Mutual Funds, Industrial Sector, Asset Managment
Education
University of Pennsylvania 1996 — 2000
BA, Math, South Asia Regional Studies
John Picasso's Credit Suisse Experience June 2006 - August 2006
Job Kavi
Industry Financial Services
Experience
Kavi Asset Management March 2015 - Present
Fifth Street Asset Management August 2012 - March 2015
Accenture April 2007 - August 2010
Credit Suisse June 2006 - August 2006
Skills
Management Consulting, Analytics, Mergers, Strategy, Leadership, Financial Modeling, Due Diligence, Program Management, Project Management, Mergers & Acquisitions
Education
Wharton Business School 2010 — 2012
Master of Business Administration (M.B.A.), Health Care Management
University of Pennsylvania 2002 — 2006
BA, Biology
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance
Kavi Asset Management March 2015 - Present
Fifth Street Asset Management August 2012 - March 2015
Accenture April 2007 - August 2010
Credit Suisse June 2006 - August 2006
Skills
Management Consulting, Analytics, Mergers, Strategy, Leadership, Financial Modeling, Due Diligence, Program Management, Project Management, Mergers & Acquisitions
Education
Wharton Business School 2010 — 2012
Master of Business Administration (M.B.A.), Health Care Management
University of Pennsylvania 2002 — 2006
BA, Biology
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance
Sandeep Subhedar's Credit Suisse Experience July 2008 - June 2010
Job Project Finance and Corporate Development at Bloom Energy
Industry Renewables & Environment
Experience
Bloom Energy May 2011 - Present
Credit Suisse July 2008 - June 2010
Nollenberger Capital Partners May 2007 - August 2007
Affinity Circles May 2006 - August 2006
Greatbatch Inc 2005 - 2005
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Finance, Corporate Development, Project Finance, Strategy, Entrepreneurship, Start-ups, General Awesomeness, Mergers & Acquisitions
Education
University of Pennsylvania 2004 — 2008
BSE, Materials Science Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
Bloom Energy May 2011 - Present
Credit Suisse July 2008 - June 2010
Nollenberger Capital Partners May 2007 - August 2007
Affinity Circles May 2006 - August 2006
Greatbatch Inc 2005 - 2005
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Corporate Finance, Due Diligence, Financial Analysis, Investments, Business Strategy, Finance, Corporate Development, Project Finance, Strategy, Entrepreneurship, Start-ups, General Awesomeness, Mergers & Acquisitions
Education
University of Pennsylvania 2004 — 2008
BSE, Materials Science Engineering
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance
Ben Oren's Credit Suisse Experience April 2009 - Present
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2009 - Present
UBS Securities LLC July 2003 - April 2009
Credit Suisse First Boston July 2001 - July 2003
Skills
Capital Markets, Valuation, Fixed Income, Leveraged Finance, Corporate Finance, LBO, High Yield, Bonds, Debt Restructuring, Capital Structure, Investment Banking
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Finance, Management, Legal Studies
Credit Suisse April 2009 - Present
UBS Securities LLC July 2003 - April 2009
Credit Suisse First Boston July 2001 - July 2003
Skills
Capital Markets, Valuation, Fixed Income, Leveraged Finance, Corporate Finance, LBO, High Yield, Bonds, Debt Restructuring, Capital Structure, Investment Banking
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Finance, Management, Legal Studies
Oren Shaked's Credit Suisse Experience August 2009 - March 2013
Job Sandell Asset Management
Industry Financial Services
Experience
Credit Suisse August 2009 - March 2013
Citadel LLC March 2008 - September 2008
DA Capital March 2007 - March 2008
Education
University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), History
Credit Suisse August 2009 - March 2013
Citadel LLC March 2008 - September 2008
DA Capital March 2007 - March 2008
Education
University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), History
Mira (Patel) Muhtadie's Credit Suisse Experience August 2000 - August 2002
Job Chief Investment Officer
Industry Investment Management
Experience
Willoughby Capital September 2013 - Present
ACI Capital September 2006 - December 2010
KPS Capital Partners June 2005 - August 2006
Lightyear Capital August 2002 - August 2003
Credit Suisse August 2000 - August 2002
Skills
Hedge Funds, Private Equity, Financial Modeling, Valuation, Due Diligence, Venture Capital, Equities, Alternative Investments, Mergers & Acquisitions, Investment Banking, Corporate Finance, Corporate Development
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1996 — 2000
BA, Economics
Horace Mann 1990 — 1996
Willoughby Capital September 2013 - Present
ACI Capital September 2006 - December 2010
KPS Capital Partners June 2005 - August 2006
Lightyear Capital August 2002 - August 2003
Credit Suisse August 2000 - August 2002
Skills
Hedge Funds, Private Equity, Financial Modeling, Valuation, Due Diligence, Venture Capital, Equities, Alternative Investments, Mergers & Acquisitions, Investment Banking, Corporate Finance, Corporate Development
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1996 — 2000
BA, Economics
Horace Mann 1990 — 1996
Johnnie Thomas's Credit Suisse Experience June 2004 - August 2004
Job Business Planner, Azure at Microsoft
Industry Computer Software
Experience
Microsoft January 2015 - Present
Microsoft October 2012 - January 2015
Microsoft September 2010 - October 2012
Microsoft August 2008 - September 2010
Microsoft July 2006 - August 2008
Katzenbach Partners LLC June 2005 - August 2005
Credit Suisse June 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Analytics, Competitive Analysis, Business Analysis, Corporate Finance, Valuation, Cross-functional Team..., Mergers & Acquisitions, Strategy, Management, Finance, Forecasting, Business Intelligence, Business Strategy
Education
University of Pennsylvania 2001 — 2005
BS, Computer Science and Engineering
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Economics, Accounting and Finance
Microsoft January 2015 - Present
Microsoft October 2012 - January 2015
Microsoft September 2010 - October 2012
Microsoft August 2008 - September 2010
Microsoft July 2006 - August 2008
Katzenbach Partners LLC June 2005 - August 2005
Credit Suisse June 2004 - August 2004
Skills
Financial Modeling, Financial Analysis, Analytics, Competitive Analysis, Business Analysis, Corporate Finance, Valuation, Cross-functional Team..., Mergers & Acquisitions, Strategy, Management, Finance, Forecasting, Business Intelligence, Business Strategy
Education
University of Pennsylvania 2001 — 2005
BS, Computer Science and Engineering
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Economics, Accounting and Finance
Joseph Khawand's Credit Suisse Experience 2015 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2015 - Present
Deutsche Bank 2010 - 2015
Sophis 2004 - 2010
Skills
Derivatives, Equity Derivatives, Trading Systems, Risk Management, Fixed Income, Credit Derivatives, Investment Banking, Capital Markets, Financial Markets, Equities, Options, Interest Rate..., FX Options, Hedge Funds, Market Risk, Structured Products, Market Data, Trading, Swaps, Electronic Trading, Middle Office
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Ecole Supérieure des Affaires 1999 — 2001
Masters, Finance and Management
Université Saint Joseph 1994 — 1999
ME, Electrical Engineering
Lycee Francais
Credit Suisse 2015 - Present
Deutsche Bank 2010 - 2015
Sophis 2004 - 2010
Skills
Derivatives, Equity Derivatives, Trading Systems, Risk Management, Fixed Income, Credit Derivatives, Investment Banking, Capital Markets, Financial Markets, Equities, Options, Interest Rate..., FX Options, Hedge Funds, Market Risk, Structured Products, Market Data, Trading, Swaps, Electronic Trading, Middle Office
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Ecole Supérieure des Affaires 1999 — 2001
Masters, Finance and Management
Université Saint Joseph 1994 — 1999
ME, Electrical Engineering
Lycee Francais
Peter Christodoulou, CAIA's Credit Suisse Experience July 2006 - Present
Job Vice President at Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse July 2006 - Present
Skills
Hedge Funds, Equities, Fixed Income, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Capital Markets, Derivatives, Valuation, Financial Modeling, Emerging Markets, Asset Managment, Structured Products, Investments, Portfolio Management, Corporate Finance, Equity Derivatives, Credit Derivatives, Due Diligence, Equity Research, Fund Of Funds, Financial Markets, Asset Management, Financial Structuring, Structured Finance, Investment Management, FX Options, Securities, Swaps, Options, Trading Systems, Trading, Interest Rate..., Asset Allocation
Education
University of Pennsylvania 2002 — 2006
Stuyvesant High School 1998 — 2002
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
Credit Suisse July 2006 - Present
Skills
Hedge Funds, Equities, Fixed Income, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Capital Markets, Derivatives, Valuation, Financial Modeling, Emerging Markets, Asset Managment, Structured Products, Investments, Portfolio Management, Corporate Finance, Equity Derivatives, Credit Derivatives, Due Diligence, Equity Research, Fund Of Funds, Financial Markets, Asset Management, Financial Structuring, Structured Finance, Investment Management, FX Options, Securities, Swaps, Options, Trading Systems, Trading, Interest Rate..., Asset Allocation
Education
University of Pennsylvania 2002 — 2006
Stuyvesant High School 1998 — 2002
New York University - Leonard N. Stern School of Business
New York University - Leonard N. Stern School of Business
Katie O'Neill Pettit's Credit Suisse Experience April 2000 - April 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2000 - April 2008
Credit Suisse April 2000 - March 2008
Donaldson, Lufkin & Jenrette 2000 - 2001
Education
University of Pennsylvania
Credit Suisse April 2000 - April 2008
Credit Suisse April 2000 - March 2008
Donaldson, Lufkin & Jenrette 2000 - 2001
Education
University of Pennsylvania
Amy Hurry's Credit Suisse Experience August 2014 - Present
Job Global IT Program Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Independent Contractor May 2011 - Present
RBC Bank (acquired by PNC March 2011) February 2008 - May 2011
Fidelity Investments May 2006 - December 2007
Blue Cross/ Blue Shield of North Carolina May 2004 - May 2006
Fleet Bank (acquired by Bank of America) 2001 - 2003
Skills
PMO, Program Management, Project Execution, Vendor Management, Project Finance, Business Strategy, Business Case, Resource Management, Risk Management, Cost Allocation, Forecasting, IT Management, IT Strategy, Software Implementation, Customer Experience, Sales Support, Business Relationship..., Issues Management, Risk Assessment, IT project management, Project Implementation, Project Management, MS Project, Leadership, Management, Project Delivery, Business Process..., Project Portfolio..., Strategic Planning, IT Service Management, Business Analysis, Strategy, Outsourcing, Change Management, Business Process, SDLC, Microsoft Project
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Bachelor of Science in Engineering
Credit Suisse August 2014 - Present
Independent Contractor May 2011 - Present
RBC Bank (acquired by PNC March 2011) February 2008 - May 2011
Fidelity Investments May 2006 - December 2007
Blue Cross/ Blue Shield of North Carolina May 2004 - May 2006
Fleet Bank (acquired by Bank of America) 2001 - 2003
Skills
PMO, Program Management, Project Execution, Vendor Management, Project Finance, Business Strategy, Business Case, Resource Management, Risk Management, Cost Allocation, Forecasting, IT Management, IT Strategy, Software Implementation, Customer Experience, Sales Support, Business Relationship..., Issues Management, Risk Assessment, IT project management, Project Implementation, Project Management, MS Project, Leadership, Management, Project Delivery, Business Process..., Project Portfolio..., Strategic Planning, IT Service Management, Business Analysis, Strategy, Outsourcing, Change Management, Business Process, SDLC, Microsoft Project
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Bachelor of Science in Engineering
Blair Holert's Credit Suisse Experience July 2006 - June 2008
Job Vice President at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2014 - Present
Evergreen Pacific Partners January 2011 - August 2012
Evergreen Pacific Partners February 2009 - December 2010
The Carlyle Group August 2008 - January 2009
Credit Suisse July 2006 - June 2008
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Washington 2002 — 2006
Bachelor of Business Administration (BBA), Accounting, Finance
H.I.G. Capital July 2014 - Present
Evergreen Pacific Partners January 2011 - August 2012
Evergreen Pacific Partners February 2009 - December 2010
The Carlyle Group August 2008 - January 2009
Credit Suisse July 2006 - June 2008
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of Washington 2002 — 2006
Bachelor of Business Administration (BBA), Accounting, Finance
Sunil Hosmane's Credit Suisse Experience February 2007 - Present
Job Director at Credit Suisse
Industry Legal Services
Experience
Credit Suisse February 2007 - Present
Skadden, Arps, Slate, Meagher & Flom LLP September 2002 - February 2007
Education
Vanderbilt University Law School 1999 — 2002
J.D.
University of Pennsylvania 1995 — 1999
B.A.
Credit Suisse February 2007 - Present
Skadden, Arps, Slate, Meagher & Flom LLP September 2002 - February 2007
Education
Vanderbilt University Law School 1999 — 2002
J.D.
University of Pennsylvania 1995 — 1999
B.A.
Kevin Reeves's Credit Suisse Experience July 2001 - May 2006
Job Vice President at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital May 2015 - Present
JPMorgan Chase July 2012 - May 2015
J.P. Morgan March 2011 - July 2012
JPMorgan Chase September 2009 - November 2011
JPMorgan Chase September 2008 - April 2010
Liberty Mutual May 2007 - August 2007
Credit Suisse July 2001 - May 2006
Skills
QRM, VBA, VBScript, JavaScript, SQL, Microsoft Excel, Microsoft Access
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
University of Pennsylvania 1997 — 2001
BSE, Computer Science Engineering
Napier Park Global Capital May 2015 - Present
JPMorgan Chase July 2012 - May 2015
J.P. Morgan March 2011 - July 2012
JPMorgan Chase September 2009 - November 2011
JPMorgan Chase September 2008 - April 2010
Liberty Mutual May 2007 - August 2007
Credit Suisse July 2001 - May 2006
Skills
QRM, VBA, VBScript, JavaScript, SQL, Microsoft Excel, Microsoft Access
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
University of Pennsylvania 1997 — 2001
BSE, Computer Science Engineering
Crystal Fisher's Credit Suisse Experience July 2008 - July 2009
Job Director, Business Development for Golf Channel at NBC Sports
Industry Investment Banking
Experience
NBC Sports December 2014 - Present
The Walt Disney Company July 2011 - November 2014
Houlihan Lokey July 2009 - June 2011
Credit Suisse July 2008 - July 2009
Wachovia Securities, LLC February 2005 - June 2006
Banc of America Securities June 2003 - January 2005
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Wake Forest University 1998 — 2003
BS/MS, Accounting
NBC Sports December 2014 - Present
The Walt Disney Company July 2011 - November 2014
Houlihan Lokey July 2009 - June 2011
Credit Suisse July 2008 - July 2009
Wachovia Securities, LLC February 2005 - June 2006
Banc of America Securities June 2003 - January 2005
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Wake Forest University 1998 — 2003
BS/MS, Accounting
Celina Apostolo Merrill's Credit Suisse Experience June 2010 - February 2014
Job Executive Director at J.P. Morgan Asset Management, Emerging Markets Credit
Industry Investment Management
Experience
J.P. Morgan Asset Management August 2015 - Present
Van Eck Global Market Vectors ETFs February 2014 - August 2015
Credit Suisse June 2010 - February 2014
TPG Credit Management March 2007 - December 2009
Greywolf Capital Management 2004 - 2006
Skills
Latin America, Distressed, High Yield Bonds, Value Investing, Emerging Markets, Special Situations, Capital Markets, Financial Modeling, Bonds, Fixed Income, Hedge Funds, Private Equity, High Yield, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Yale University 1995 — 1999
BA, Economics, International Relations
J.P. Morgan Asset Management August 2015 - Present
Van Eck Global Market Vectors ETFs February 2014 - August 2015
Credit Suisse June 2010 - February 2014
TPG Credit Management March 2007 - December 2009
Greywolf Capital Management 2004 - 2006
Skills
Latin America, Distressed, High Yield Bonds, Value Investing, Emerging Markets, Special Situations, Capital Markets, Financial Modeling, Bonds, Fixed Income, Hedge Funds, Private Equity, High Yield, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Yale University 1995 — 1999
BA, Economics, International Relations
Andrew Heller's Credit Suisse Experience September 2013 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
SY/Partners January 2013 - August 2013
McKinsey & Company 2011 - 2013
Bloomberg L.P. 2010 - 2010
McKinsey & Company 2007 - 2009
West Wing Writers 2003 - 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Yale University 1999 — 2003
BA
Credit Suisse September 2013 - Present
SY/Partners January 2013 - August 2013
McKinsey & Company 2011 - 2013
Bloomberg L.P. 2010 - 2010
McKinsey & Company 2007 - 2009
West Wing Writers 2003 - 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Yale University 1999 — 2003
BA
Luis Ernesto Del Valle's Credit Suisse Experience July 2012 - June 2014
Job Analyst at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management, L.P. July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Goldman Sachs March 2010 - March 2010
Skills
Financial Modeling, Strategy, Portfolio Management, Corporate Finance, Valuation, Emerging Markets, Bloomberg, Python, Data Analysis, Forecasting, Matlab, R, VBA, Equities
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Mathematics, Magna Cum Laude
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, concentrations in Finance, Statistics, and Operations & Information Management (Business Analytics), Magna Cum Laude
Instituto Tecnológico y de Estudios Superiores de Monterrey Campus Ciudad de México 2005 — 2008
International Baccalaureate Diploma
Point72 Asset Management, L.P. July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Goldman Sachs March 2010 - March 2010
Skills
Financial Modeling, Strategy, Portfolio Management, Corporate Finance, Valuation, Emerging Markets, Bloomberg, Python, Data Analysis, Forecasting, Matlab, R, VBA, Equities
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts, Mathematics, Magna Cum Laude
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, concentrations in Finance, Statistics, and Operations & Information Management (Business Analytics), Magna Cum Laude
Instituto Tecnológico y de Estudios Superiores de Monterrey Campus Ciudad de México 2005 — 2008
International Baccalaureate Diploma
Jonathan Coveney's Credit Suisse Experience July 2010 - October 2010
Job Software Engineer at Two Sigma
Industry Financial Services
Experience
Two Sigma November 2014 - Present
The Apache Software Foundation March 2012 - Present
Twitter August 2014 - October 2014
Twitter August 2013 - August 2014
Spotify February 2013 - July 2013
Twitter September 2011 - January 2013
comScore, Inc. November 2010 - July 2011
Credit Suisse July 2010 - October 2010
Bain Capital June 2008 - August 2008
OppenheimerFunds June 2007 - August 2007
Skills
Hadoop, Data Mining, SQL, JavaScript, Big Data, Apache Pig, Scalability, Linux, Python, Analytics, Distributed Systems, Ruby, Perl, Java, Ruby on Rails, Algorithms, Functional Programming, Scala
Education
University of Pennsylvania 2005 — 2009
BAS in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2005 — 2009
BS in Economics, Finance
Jesuit College Preparatory School 2001 — 2005
Two Sigma November 2014 - Present
The Apache Software Foundation March 2012 - Present
Twitter August 2014 - October 2014
Twitter August 2013 - August 2014
Spotify February 2013 - July 2013
Twitter September 2011 - January 2013
comScore, Inc. November 2010 - July 2011
Credit Suisse July 2010 - October 2010
Bain Capital June 2008 - August 2008
OppenheimerFunds June 2007 - August 2007
Skills
Hadoop, Data Mining, SQL, JavaScript, Big Data, Apache Pig, Scalability, Linux, Python, Analytics, Distributed Systems, Ruby, Perl, Java, Ruby on Rails, Algorithms, Functional Programming, Scala
Education
University of Pennsylvania 2005 — 2009
BAS in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2005 — 2009
BS in Economics, Finance
Jesuit College Preparatory School 2001 — 2005
Feyi Olopade's Credit Suisse Experience July 2005 - July 2008
Job Chief Executive Officer at Cancer IQ, Inc.
Industry Information Technology and Services
Experience
Cancer IQ, Inc. June 2013 - Present
Rock Health June 2013 - Present
University of Chicago Hospitals October 2012 - June 2013
Wharton Social Venture Fund October 2010 - May 2012
The Wharton School August 2010 - May 2012
McKinsey & Company July 2011 - September 2011
Actis May 2011 - July 2011
Constant Capital September 2008 - February 2010
African Capital Alliance March 2010 - 2010
Credit Suisse July 2005 - July 2008
Skills
Private Equity, Management Consulting, Investment Banking, Venture Capital, Financial Modeling, Financial Institutions, Energy, Emerging Markets, Growth Equity, Impact Investing, Consumer Products, Educational Technology, Growth Capital, Healthcare, Healthcare Information..., Cancer Genomics, Investments, Entrepreneurship, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
BSc
St. Paul's School 1997 — 2001
High School
University of Chicago Laboratory Schools 1986 — 1997
Cancer IQ, Inc. June 2013 - Present
Rock Health June 2013 - Present
University of Chicago Hospitals October 2012 - June 2013
Wharton Social Venture Fund October 2010 - May 2012
The Wharton School August 2010 - May 2012
McKinsey & Company July 2011 - September 2011
Actis May 2011 - July 2011
Constant Capital September 2008 - February 2010
African Capital Alliance March 2010 - 2010
Credit Suisse July 2005 - July 2008
Skills
Private Equity, Management Consulting, Investment Banking, Venture Capital, Financial Modeling, Financial Institutions, Energy, Emerging Markets, Growth Equity, Impact Investing, Consumer Products, Educational Technology, Growth Capital, Healthcare, Healthcare Information..., Cancer Genomics, Investments, Entrepreneurship, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
BSc
St. Paul's School 1997 — 2001
High School
University of Chicago Laboratory Schools 1986 — 1997
Shruti Malik's Credit Suisse Experience March 2005 - March 2006
Job MBA Class of 2013 at the Wharton School
Industry Financial Services
Experience
Louis Vuitton June 2012 - August 2012
Tastement LLC May 2010 - August 2012
Nomura Securities December 2009 - June 2011
Lehman Brothers Bank July 2006 - February 2009
Credit Suisse March 2005 - March 2006
Skills
IPO, Equities, Strategy, Valuation, Equity Derivatives, Structured Products, Financial Modeling, Structured Finance, Investment Banking, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Strategic Management
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Majors: Finance & Accounting
Louis Vuitton June 2012 - August 2012
Tastement LLC May 2010 - August 2012
Nomura Securities December 2009 - June 2011
Lehman Brothers Bank July 2006 - February 2009
Credit Suisse March 2005 - March 2006
Skills
IPO, Equities, Strategy, Valuation, Equity Derivatives, Structured Products, Financial Modeling, Structured Finance, Investment Banking, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Strategic Management
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Majors: Finance & Accounting
Hiro Lee's Credit Suisse Experience June 2011 - August 2011
Job Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2011 - August 2011
APS Asset Management June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School
BS, Finance
Credit Suisse June 2011 - August 2011
APS Asset Management June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School
BS, Finance
Burnett Hansen's Credit Suisse Experience 2002 - 2006
Job Senior Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management 2007 - Present
Credit Suisse 2002 - 2006
First Manhattan Co. 1999 - 2002
Morgan Stanley 1995 - 1999
Price Waterhouse Management Consultants 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Bloomberg, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7, Capital Markets, Financial Analysis, Securities, Mutual Funds, Investment Management, Wealth Management..., ETFs, Fund Of Funds, Hedging, Trading, Financial Services, Bonds, Equity Valuation, Series 63, Investment Advisory, Equity Trading, Derivatives, Investor Relations, High Yield, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Yale University
BA
North Yarmouth Academy
Silvercrest Asset Management 2007 - Present
Credit Suisse 2002 - 2006
First Manhattan Co. 1999 - 2002
Morgan Stanley 1995 - 1999
Price Waterhouse Management Consultants 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equity Research, Equities, Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Bloomberg, Asset Management, Private Equity, Financial Modeling, Wealth Management, Series 7, Capital Markets, Financial Analysis, Securities, Mutual Funds, Investment Management, Wealth Management..., ETFs, Fund Of Funds, Hedging, Trading, Financial Services, Bonds, Equity Valuation, Series 63, Investment Advisory, Equity Trading, Derivatives, Investor Relations, High Yield, Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Yale University
BA
North Yarmouth Academy
Ashraf Rizvi's Credit Suisse Experience April 1993 - September 1994
Job Partner at SummerHaven Investment Management
Industry Financial Services
Experience
SummerHaven Investment Management October 2008 - Present
Rizvi Capital Management February 2008 - October 2008
UBS Investment Bank November 2007 - February 2008
UBS Investment Bank March 2007 - November 2007
UBS Investment Bank March 2005 - March 2007
UBS Investment Bank March 2001 - March 2005
UBS Investment Bank March 1999 - March 2001
Swiss Bank Corporation March 1995 - March 1999
Swiss Bank Corporation October 1994 - March 1995
Credit Suisse April 1993 - September 1994
Skills
Risk Management, Derivatives, Commodity, FX Options, Trading, Rates, Investment Banking, FX trading, Management, Emerging Markets, Options, Prime Brokerage, Hedge Funds, Capital Markets, Forwards, Fixed Income, Currency, Private Equity, Bloomberg, Structured Products, Alternative Investments, Financial Markets, Structured Finance, Equities, Asset Management, Swaps, Investment Management, Securities, High Yield, Private Placements, Foreign Exchange, Electronic Trading, Credit Derivatives, Equity Trading, ETFs, Interest Rate..., Market Risk, Trading Systems, Hedging, Bonds, Financial Structuring, Proprietary Trading, Quantitative Finance, Securitization, Valuation, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BSE, Finance and Management
SummerHaven Investment Management October 2008 - Present
Rizvi Capital Management February 2008 - October 2008
UBS Investment Bank November 2007 - February 2008
UBS Investment Bank March 2007 - November 2007
UBS Investment Bank March 2005 - March 2007
UBS Investment Bank March 2001 - March 2005
UBS Investment Bank March 1999 - March 2001
Swiss Bank Corporation March 1995 - March 1999
Swiss Bank Corporation October 1994 - March 1995
Credit Suisse April 1993 - September 1994
Skills
Risk Management, Derivatives, Commodity, FX Options, Trading, Rates, Investment Banking, FX trading, Management, Emerging Markets, Options, Prime Brokerage, Hedge Funds, Capital Markets, Forwards, Fixed Income, Currency, Private Equity, Bloomberg, Structured Products, Alternative Investments, Financial Markets, Structured Finance, Equities, Asset Management, Swaps, Investment Management, Securities, High Yield, Private Placements, Foreign Exchange, Electronic Trading, Credit Derivatives, Equity Trading, ETFs, Interest Rate..., Market Risk, Trading Systems, Hedging, Bonds, Financial Structuring, Proprietary Trading, Quantitative Finance, Securitization, Valuation, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BSE, Finance and Management
Robert Croll's Credit Suisse Experience July 2012 - July 2014
Job Private Equity Associate at KKR
Industry Venture Capital & Private Equity
Experience
KKR July 2014 - Present
Credit Suisse July 2012 - July 2014
Wharton Small Business Development Center January 2011 - July 2012
Credit Suisse June 2011 - August 2011
Wharton Small Business Development Center June 2009 - December 2010
Sun Microsystems June 2008 - August 2008
Sun Microsystems July 2007 - August 2007
Skills
Financial Modeling, Quantitative analysis, Data synthesis, Qualitative Research, Industry analysis, Quantitative Analytics, Investment Banking, Competitive Analysis, Mergers & Acquisitions, Private Equity, Business Strategy, Entrepreneurship, Leadership, Finance, Equity Research, Emerging Markets, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science, Economics (Finance, Strategic Management), Minor in Cinema Studies
KKR July 2014 - Present
Credit Suisse July 2012 - July 2014
Wharton Small Business Development Center January 2011 - July 2012
Credit Suisse June 2011 - August 2011
Wharton Small Business Development Center June 2009 - December 2010
Sun Microsystems June 2008 - August 2008
Sun Microsystems July 2007 - August 2007
Skills
Financial Modeling, Quantitative analysis, Data synthesis, Qualitative Research, Industry analysis, Quantitative Analytics, Investment Banking, Competitive Analysis, Mergers & Acquisitions, Private Equity, Business Strategy, Entrepreneurship, Leadership, Finance, Equity Research, Emerging Markets, Valuation, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science, Economics (Finance, Strategic Management), Minor in Cinema Studies
Bryan Sather's Credit Suisse Experience 2005 - 2007
Job Vice President at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management September 2014 - Present
Mesa West Capital 2010 - September 2014
Resource Land Holdings, LLC 2009 - 2010
Investcorp 2007 - 2008
Credit Suisse 2005 - 2007
Skills
Real Estate, Asset Management, Private Equity, Financial Modeling, Portfolio Management, Investment Banking, Capital Markets, Investments, Due Diligence, Valuation
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor's Degree, Finance, General, 3.4
Oaktree Capital Management September 2014 - Present
Mesa West Capital 2010 - September 2014
Resource Land Holdings, LLC 2009 - 2010
Investcorp 2007 - 2008
Credit Suisse 2005 - 2007
Skills
Real Estate, Asset Management, Private Equity, Financial Modeling, Portfolio Management, Investment Banking, Capital Markets, Investments, Due Diligence, Valuation
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor's Degree, Finance, General, 3.4
Kevin Lai's Credit Suisse Experience July 2011 - July 2013
Job Private Equity Associate at Ares Management
Industry Venture Capital & Private Equity
Experience
Ares Management August 2013 - Present
Credit Suisse July 2011 - July 2013
Bank of America July 2010 - August 2010
Tengion 2009 - 2009
Talon Group May 2008 - August 2008
Skills
Private Equity, Leveraged Finance, Valuation, Financial Analysis, Investment Banking, Restructuring, Financial Modeling, Due Diligence, Investments, Data Analysis, Corporate Finance
Education
University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Biological Basis of Behavior
Ares Management August 2013 - Present
Credit Suisse July 2011 - July 2013
Bank of America July 2010 - August 2010
Tengion 2009 - 2009
Talon Group May 2008 - August 2008
Skills
Private Equity, Leveraged Finance, Valuation, Financial Analysis, Investment Banking, Restructuring, Financial Modeling, Due Diligence, Investments, Data Analysis, Corporate Finance
Education
University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Biological Basis of Behavior
Crystal Lu's Credit Suisse Experience July 2013 - Present
Job Equity Research Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Susan Wachter - Professor of Real Estate July 2010 - October 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Brian Bushee - Professor of Accounting June 2010 - June 2011
Wharton Magazine September 2009 - November 2010
Wharton Publishing June 2010 - August 2010
UMB Financial Corporation June 2009 - July 2009
Skills
Data Analysis, Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Finance, Accounting, Marketing
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Susan Wachter - Professor of Real Estate July 2010 - October 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Brian Bushee - Professor of Accounting June 2010 - June 2011
Wharton Magazine September 2009 - November 2010
Wharton Publishing June 2010 - August 2010
UMB Financial Corporation June 2009 - July 2009
Skills
Data Analysis, Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Finance, Accounting, Marketing
Adley Zayan's Credit Suisse Experience September 2009 - August 2014
Job Options Trader
Industry Financial Services
Experience
Credit Suisse September 2009 - August 2014
Credit Suisse September 2008 - September 2009
Education
University of Pennsylvania 2004 — 2008
BA, International Studies
Wharton School, University of Pennsylvania 2004 — 2008
Bachelor of Science (BSc), Economics
Westminster School 1999 — 2004
Credit Suisse September 2009 - August 2014
Credit Suisse September 2008 - September 2009
Education
University of Pennsylvania 2004 — 2008
BA, International Studies
Wharton School, University of Pennsylvania 2004 — 2008
Bachelor of Science (BSc), Economics
Westminster School 1999 — 2004
Naveen Shahani's Credit Suisse Experience July 2012 - July 2014
Job Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC August 2014 - Present
Credit Suisse July 2012 - July 2014
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS Economics
Apollo Global Management LLC August 2014 - Present
Credit Suisse July 2012 - July 2014
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS Economics
Anjani Vedula's Credit Suisse Experience November 2014 - Present
Job Equity Research Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2014 - Present
Deutsche Bank August 2013 - November 2014
Deutsche Bank June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Citi July 2010 - August 2010
Drishtee May 2010 - July 2010
Skills
Financial Analysis, Equity Research, Valuation, Bloomberg, Data Analysis, Corporate Finance, Investments, VBA, Research, Strategy, Microsoft Office, Financial Accounting, Series 7, Series 63, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance, Operations and Information Management, Summa Cum Laude
Saint Maur International School 1997 — 2009
International Baccalaureate Diploma
Credit Suisse November 2014 - Present
Deutsche Bank August 2013 - November 2014
Deutsche Bank June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Citi July 2010 - August 2010
Drishtee May 2010 - July 2010
Skills
Financial Analysis, Equity Research, Valuation, Bloomberg, Data Analysis, Corporate Finance, Investments, VBA, Research, Strategy, Microsoft Office, Financial Accounting, Series 7, Series 63, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance, Operations and Information Management, Summa Cum Laude
Saint Maur International School 1997 — 2009
International Baccalaureate Diploma
Jared Lazarus's Credit Suisse Experience July 2004 - July 2006
Job Senior Vice President at Oaktree Capital Management
Industry Real Estate
Experience
Oaktree Capital Management January 2011 - Present
Canyon Capital August 2006 - January 2010
Credit Suisse July 2004 - July 2006
CIGNA May 2003 - August 2003
Skills
Real Estate Private..., Due Diligence, Capital Markets, Asset Management, Investments, Portfolio Management, Real Estate
Education
University of Pennsylvania 2000 — 2003
BA, Economics
Oaktree Capital Management January 2011 - Present
Canyon Capital August 2006 - January 2010
Credit Suisse July 2004 - July 2006
CIGNA May 2003 - August 2003
Skills
Real Estate Private..., Due Diligence, Capital Markets, Asset Management, Investments, Portfolio Management, Real Estate
Education
University of Pennsylvania 2000 — 2003
BA, Economics
Evan Boggs's Credit Suisse Experience July 2013 - July 2015
Job Associate at Ares Management
Industry Financial Services
Experience
Ares Management August 2015 - Present
Credit Suisse July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Blue Ridge Capital May 2011 - July 2011
GreenWorld Capital September 2010 - April 2011
E&J Gallo Winery June 2010 - August 2010
Skills
Financial Modeling
Education
The Wharton School, University of Pennsylvania 2009 — 2013
B.S., Finance
Ares Management August 2015 - Present
Credit Suisse July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Blue Ridge Capital May 2011 - July 2011
GreenWorld Capital September 2010 - April 2011
E&J Gallo Winery June 2010 - August 2010
Skills
Financial Modeling
Education
The Wharton School, University of Pennsylvania 2009 — 2013
B.S., Finance
Steven Bussey's Credit Suisse Experience September 2003 - April 2006
Job Managing Director, Alvarez & Marsal
Industry Hospital & Health Care
Experience
Alvarez & Marsal April 2010 - Present
Harlem United Communty AIDS Center,Inc January 2011 - January 2015
Apyrous Capital June 2008 - December 2009
Merril Lynch April 2006 - April 2008
Credit Suisse September 2003 - April 2006
Skills
Business Development, Capital Markets, Corporate Finance, Due Diligence, Entrepreneurship, Financial Modeling, Hedge Funds, Investment Banking, Management, Management Consulting, Mergers, Private Equity, Valuation, Venture Capital, Corporate Development
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance and Entrepreneurship
University of Pennsylvania 1985 — 1989
BA, Economics
Alvarez & Marsal April 2010 - Present
Harlem United Communty AIDS Center,Inc January 2011 - January 2015
Apyrous Capital June 2008 - December 2009
Merril Lynch April 2006 - April 2008
Credit Suisse September 2003 - April 2006
Skills
Business Development, Capital Markets, Corporate Finance, Due Diligence, Entrepreneurship, Financial Modeling, Hedge Funds, Investment Banking, Management, Management Consulting, Mergers, Private Equity, Valuation, Venture Capital, Corporate Development
Education
University of Rochester - Simon Business School 1991 — 1993
MBA, Finance and Entrepreneurship
University of Pennsylvania 1985 — 1989
BA, Economics
Robert Hsia's Credit Suisse Experience April 2003 - October 2003
Job Vice President, Rates Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company October 2011 - June 2015
Goldman Sachs April 2007 - October 2011
Union Tech January 2004 - April 2007
Credit Suisse April 2003 - October 2003
Mars & Co. April 2001 - April 2003
Skills
Bloomberg, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Investment Banking, Fixed Income, Private Equity, Derivatives, Financial Analysis
Education
University of Pennsylvania 1995 — 2000
BS Economics & BS Systems Engineering
Jefferies & Company October 2011 - June 2015
Goldman Sachs April 2007 - October 2011
Union Tech January 2004 - April 2007
Credit Suisse April 2003 - October 2003
Mars & Co. April 2001 - April 2003
Skills
Bloomberg, Financial Modeling, Valuation, Capital Markets, Mergers & Acquisitions, Hedge Funds, Equities, Investment Banking, Fixed Income, Private Equity, Derivatives, Financial Analysis
Education
University of Pennsylvania 1995 — 2000
BS Economics & BS Systems Engineering
Pallavi Thatai's Credit Suisse Experience June 2011 - August 2011
Job Private Equity Associate at Riverside Partners
Industry Financial Services
Experience
Riverside Partners August 2014 - Present
Greenhill & Co. June 2012 - July 2014
Credit Suisse June 2011 - August 2011
New Sector Alliance June 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
B.Sc., Economics
University of Pennsylvania 2008 — 2012
B.A., Political Science
Riverside Partners August 2014 - Present
Greenhill & Co. June 2012 - July 2014
Credit Suisse June 2011 - August 2011
New Sector Alliance June 2010 - August 2010
Education
University of Pennsylvania 2008 — 2012
B.Sc., Economics
University of Pennsylvania 2008 — 2012
B.A., Political Science
Molly Howard's Credit Suisse Experience August 2010 - August 2011
Job Manager, Strategic Planning at rag & bone
Industry Retail
Experience
rag & bone October 2011 - Present
Credit Suisse August 2010 - August 2011
Credit Suisse June 2008 - June 2010
Credit Suisse June 2007 - August 2007
Avenue Capital Group June 2006 - August 2006
Harlem Children's Zone June 2005 - August 2005
Education
University of Pennsylvania 2004 — 2008
BA, Political Science and Urban Studies
rag & bone October 2011 - Present
Credit Suisse August 2010 - August 2011
Credit Suisse June 2008 - June 2010
Credit Suisse June 2007 - August 2007
Avenue Capital Group June 2006 - August 2006
Harlem Children's Zone June 2005 - August 2005
Education
University of Pennsylvania 2004 — 2008
BA, Political Science and Urban Studies
Marcus Weaver's Credit Suisse Experience June 2011 - August 2011
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2012 - July 2015
Credit Suisse June 2011 - August 2011
Skills
Series 79, Series 52
Education
University of Pennsylvania 2008 — 2012
BA, East Asian Languages and Civilizations
The Hotchkiss School 2004 — 2008
Morgan Stanley August 2015 - Present
Morgan Stanley June 2012 - July 2015
Credit Suisse June 2011 - August 2011
Skills
Series 79, Series 52
Education
University of Pennsylvania 2008 — 2012
BA, East Asian Languages and Civilizations
The Hotchkiss School 2004 — 2008
Zhiyi Zhang's Credit Suisse Experience June 2014 - August 2014
Job Quant Research Intern
Industry Financial Services
Experience
A Quantitative Hedge Fund June 2015 - Present
Credit Suisse June 2014 - August 2014
CITIC Securities August 2013 - September 2013
Evonik Industries AG - Business Line Oil Additives July 2013 - August 2013
Wharton School, University of Pennsylvania January 2013 - May 2013
Soft Nanomaterials Laboratory (Lee Research Group), University of Pennsylvania May 2012 - August 2012
Skills
Matlab, Statistics, Mathematica, Data Analysis, C++, Research, Python, Microsoft Office, Mandarin, Microsoft Word, Public Speaking, PowerPoint, Economics
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Economics, Finance
High School of Peking University 2008 — 2011
A Quantitative Hedge Fund June 2015 - Present
Credit Suisse June 2014 - August 2014
CITIC Securities August 2013 - September 2013
Evonik Industries AG - Business Line Oil Additives July 2013 - August 2013
Wharton School, University of Pennsylvania January 2013 - May 2013
Soft Nanomaterials Laboratory (Lee Research Group), University of Pennsylvania May 2012 - August 2012
Skills
Matlab, Statistics, Mathematica, Data Analysis, C++, Research, Python, Microsoft Office, Mandarin, Microsoft Word, Public Speaking, PowerPoint, Economics
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science in Economics, Finance
High School of Peking University 2008 — 2011
Chip Kurtzman's Credit Suisse Experience April 2009 - Present
Job DIRECTOR at Credit SUISSE
Industry Investment Management
Experience
Credit SUISSE April 2009 - Present
Deutsche Bank Securities September 2001 - April 2009
Goldman sachs July 1987 - August 2001
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
University of Pennsylvania - The Wharton School 1979 — 1983
BSE
Credit SUISSE April 2009 - Present
Deutsche Bank Securities September 2001 - April 2009
Goldman sachs July 1987 - August 2001
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
University of Pennsylvania - The Wharton School 1979 — 1983
BSE
Nicolas Fabiancic's Credit Suisse Experience July 2011 - August 2013
Job Latin America Fixed Income at Itaú BBA
Industry Investment Banking
Experience
Itaú BBA September 2013 - Present
Credit Suisse July 2011 - August 2013
GBD Network June 2010 - August 2010
JPMorgan Chase September 2009 - November 2009
JPMorgan Chase July 2009 - August 2009
Alumet S.A. July 2007 - August 2007
Skills
Investment Banking, Capital Markets, Bloomberg, Economics, Spanish, Research, Excel, PowerPoint, Financial Analysis, Emerging Markets, Latin America, Fixed Income, Securities, Corporate Finance, Financial Modeling
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Philosophy, Political Science & Economics Program; Financial Globalization
Carol Morgan School 2002 — 2007
Escuela Campo Alegre 1999 — 2002
CFA Program 2014 — 2014
Passed Level I of the CFA Program
CFA Program 2015 — 2015
Passed Level II of the CFA Program
Itaú BBA September 2013 - Present
Credit Suisse July 2011 - August 2013
GBD Network June 2010 - August 2010
JPMorgan Chase September 2009 - November 2009
JPMorgan Chase July 2009 - August 2009
Alumet S.A. July 2007 - August 2007
Skills
Investment Banking, Capital Markets, Bloomberg, Economics, Spanish, Research, Excel, PowerPoint, Financial Analysis, Emerging Markets, Latin America, Fixed Income, Securities, Corporate Finance, Financial Modeling
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Philosophy, Political Science & Economics Program; Financial Globalization
Carol Morgan School 2002 — 2007
Escuela Campo Alegre 1999 — 2002
CFA Program 2014 — 2014
Passed Level I of the CFA Program
CFA Program 2015 — 2015
Passed Level II of the CFA Program
Da Bin Lee's Credit Suisse Experience July 2015 - Present
Job
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Citi June 2013 - August 2013
The Boston Consulting Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Leadership
Education
University of Pennsylvania - The Wharton School
Bachelor’s Degree, Finance, General
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Citi June 2013 - August 2013
The Boston Consulting Group June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Leadership
Education
University of Pennsylvania - The Wharton School
Bachelor’s Degree, Finance, General
Seijun Jeong's Credit Suisse Experience September 2010 - October 2010
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Credit Suisse September 2010 - October 2010
Citi Group July 2010 - September 2010
Education
University of Pennsylvania 2005 — 2011
Credit Suisse September 2010 - October 2010
Citi Group July 2010 - September 2010
Education
University of Pennsylvania 2005 — 2011
Sam Werther's Credit Suisse Experience June 2013 - August 2013
Job Analyst
Industry Financial Services
Experience
BlackRock August 2014 - Present
Credit Suisse June 2013 - August 2013
RP Management Inc. January 2013 - May 2013
Merrill Lynch July 2012 - August 2012
Rechler Equity LLC June 2011 - August 2011
Dalton School June 2010 - August 2010
BLT Fish Restaurant – ESquared Hospitality Restaurant June 2009 - August 2009
Skills
Spanish, Word, Excel, PowerPoint, Photoshop
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Major: Economic History, Minor: Urban Studies, Junior
Riverdale Country School 2004 — 2010
High School
BlackRock August 2014 - Present
Credit Suisse June 2013 - August 2013
RP Management Inc. January 2013 - May 2013
Merrill Lynch July 2012 - August 2012
Rechler Equity LLC June 2011 - August 2011
Dalton School June 2010 - August 2010
BLT Fish Restaurant – ESquared Hospitality Restaurant June 2009 - August 2009
Skills
Spanish, Word, Excel, PowerPoint, Photoshop
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Major: Economic History, Minor: Urban Studies, Junior
Riverdale Country School 2004 — 2010
High School
Jose Cambronero's Credit Suisse Experience June 2009 - August 2009
Job Student
Industry Financial Services
Experience
Cloudera June 2015 - August 2015
Morgan Stanley July 2013 - August 2014
Morgan Stanley June 2011 - August 2013
Morgan Stanley June 2010 - August 2010
Credit Suisse June 2009 - August 2009
Education
Courant Institute of Mathematical Sciences (NYU) 2013 — 2016
Master's Degree, Computer Science
University of Pennsylvania 2007 — 2011
BA, Major in Economics and Minor in German
Cloudera June 2015 - August 2015
Morgan Stanley July 2013 - August 2014
Morgan Stanley June 2011 - August 2013
Morgan Stanley June 2010 - August 2010
Credit Suisse June 2009 - August 2009
Education
Courant Institute of Mathematical Sciences (NYU) 2013 — 2016
Master's Degree, Computer Science
University of Pennsylvania 2007 — 2011
BA, Major in Economics and Minor in German
Tracy Dubb's Credit Suisse Experience June 2010 - June 2012
Job Vice President at Sandbridge Capital
Industry Banking
Experience
Sandbridge Capital October 2014 - Present
Marvin Traub Associates July 2012 - October 2014
Credit Suisse June 2010 - June 2012
Credit Suisse June 2009 - August 2009
Skills
Corporate Finance, Valuation, Capital Markets, Investment Banking, Acting, Financial Modeling
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts, Urban Studies, Real Estate
Sandbridge Capital October 2014 - Present
Marvin Traub Associates July 2012 - October 2014
Credit Suisse June 2010 - June 2012
Credit Suisse June 2009 - August 2009
Skills
Corporate Finance, Valuation, Capital Markets, Investment Banking, Acting, Financial Modeling
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts, Urban Studies, Real Estate
Steven Hamm's Credit Suisse Experience February 2011 - November 2011
Job Director at RAIT Financial Trust
Industry Banking
Experience
RAIT Financial Trust June 2015 - Present
Redwood Trust, Inc. November 2011 - May 2015
Credit Suisse February 2011 - November 2011
Oasis Real Estate Partners August 2010 - February 2011
Skills
Financial Modeling, Valuation, Capital Markets, Fixed Income, CMBS, Investment Banking, Structured Finance, Securitization, Due Diligence, Investments, Asset Managment, Financial Analysis, Mezzanine, Loan Origination
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Economics
St. Mark's School 2002 — 2005
RAIT Financial Trust June 2015 - Present
Redwood Trust, Inc. November 2011 - May 2015
Credit Suisse February 2011 - November 2011
Oasis Real Estate Partners August 2010 - February 2011
Skills
Financial Modeling, Valuation, Capital Markets, Fixed Income, CMBS, Investment Banking, Structured Finance, Securitization, Due Diligence, Investments, Asset Managment, Financial Analysis, Mezzanine, Loan Origination
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Economics
St. Mark's School 2002 — 2005
Kelsey Werber's Credit Suisse Experience June 2010 - August 2010
Job Executive Vice President at UOVO
Industry Real Estate
Experience
UOVO June 2015 - Present
Vornado Realty Trust August 2011 - June 2015
Credit Suisse June 2010 - August 2010
Madison Equities June 2009 - August 2009
Stonehenge Partners June 2008 - August 2008
Education
University of Pennsylvania
UOVO June 2015 - Present
Vornado Realty Trust August 2011 - June 2015
Credit Suisse June 2010 - August 2010
Madison Equities June 2009 - August 2009
Stonehenge Partners June 2008 - August 2008
Education
University of Pennsylvania
Scott McMurray's Credit Suisse Experience 1993 - May 2005
Job Executive Director, Foreign Exchange at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2007 - Present
HSBC May 2005 - September 2005
Credit Suisse 1993 - May 2005
Education
University of Pennsylvania 1988 — 1992
BA, Economics
JP Morgan Chase June 2007 - Present
HSBC May 2005 - September 2005
Credit Suisse 1993 - May 2005
Education
University of Pennsylvania 1988 — 1992
BA, Economics
Jared Hendricks's Credit Suisse Experience July 2002 - July 2004
Job Senior Managing Director at Centerbridge Partners
Industry Financial Services
Experience
Centerbridge Partners July 2006 - Present
Silver Lake Partners July 2004 - July 2006
Credit Suisse July 2002 - July 2004
Education
University of Pennsylvania 1998 — 2002
B.S. Economics, Finance and Accounting
Sidwell Friends School
Centerbridge Partners July 2006 - Present
Silver Lake Partners July 2004 - July 2006
Credit Suisse July 2002 - July 2004
Education
University of Pennsylvania 1998 — 2002
B.S. Economics, Finance and Accounting
Sidwell Friends School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.