Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Guillermo Sierra Guillermo Sierra's Credit Suisse Experience July 2015 - Present
Job Director M&A at Credit Suisse
Industry Oil & Energy
Experience
Credit Suisse July 2015 - Present
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Finance / Operations & Information Management
Credit Suisse July 2015 - Present
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Finance / Operations & Information Management
mabel hsu mabel hsu's Credit Suisse Experience January 2010 - November 2014
Job Manager at Alibaba Group
Industry Internet
Experience
Alibaba Group November 2014 - Present
Credit Suisse January 2010 - November 2014
ShanDa Interactive Entertainment Ltd. June 2009 - August 2009
Morgan Stanley August 2005 - March 2009
Skills
Passed CFA Level 1, Investments, Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Equities, Capital Markets, Strategy, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Sciences, Accounting and Finance
Alibaba Group November 2014 - Present
Credit Suisse January 2010 - November 2014
ShanDa Interactive Entertainment Ltd. June 2009 - August 2009
Morgan Stanley August 2005 - March 2009
Skills
Passed CFA Level 1, Investments, Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Equities, Capital Markets, Strategy, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Sciences, Accounting and Finance
Robert Stobaugh Robert Stobaugh's Credit Suisse Experience June 2006 - August 2006
Job Engagement Manager, McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company February 2015 - Present
McKinsey & Company September 2013 - February 2015
Milestone Partners June 2012 - August 2012
OmniSYS, LLC July 2009 - June 2011
McKinsey & Company August 2007 - June 2009
Credit Suisse June 2006 - August 2006
Skills
Financial Modeling, Strategy, Management Consulting, Business Strategy, Due Diligence, Strategic Planning, Competitive Analysis, Analytics, Restructuring, Leadership, Executive Management, Management
Education
Wharton School of Business 2011 — 2013
MBA, Finance & Healthcare Management
Yale University 2003 — 2007
BA, Economics
McKinsey & Company February 2015 - Present
McKinsey & Company September 2013 - February 2015
Milestone Partners June 2012 - August 2012
OmniSYS, LLC July 2009 - June 2011
McKinsey & Company August 2007 - June 2009
Credit Suisse June 2006 - August 2006
Skills
Financial Modeling, Strategy, Management Consulting, Business Strategy, Due Diligence, Strategic Planning, Competitive Analysis, Analytics, Restructuring, Leadership, Executive Management, Management
Education
Wharton School of Business 2011 — 2013
MBA, Finance & Healthcare Management
Yale University 2003 — 2007
BA, Economics
Jeremy Skrezyna's Credit Suisse Experience 2006 - 2009
Job Hedge Fund Senior Analyst
Industry Investment Management
Experience
Andalusian Capital Partners January 2010 - August 2015
Credit Suisse 2006 - 2009
Education
Wharton School, University of Pennsylvania 2005 — 2007
MBA, Finance
Washington University in St. Louis 1996 — 2000
BSBA, Finance
Andalusian Capital Partners January 2010 - August 2015
Credit Suisse 2006 - 2009
Education
Wharton School, University of Pennsylvania 2005 — 2007
MBA, Finance
Washington University in St. Louis 1996 — 2000
BSBA, Finance
Marc Ivanfy Marc Ivanfy's Credit Suisse Experience August 2008 - December 2010
Job Vice President Rates Product Control at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank April 2012 - Present
Credit Suisse August 2008 - December 2010
Merrill Lynch November 2003 - July 2008
Bird & Bird February 2001 - November 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Product Control
Education
University of Pretoria/Universiteit van Pretoria 1995 — 1999
Bachelor of Commerce (B.Com.), Dual degree with Finance, Economics and Mercantile Law majors.
Barclays Investment Bank April 2012 - Present
Credit Suisse August 2008 - December 2010
Merrill Lynch November 2003 - July 2008
Bird & Bird February 2001 - November 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Product Control
Education
University of Pretoria/Universiteit van Pretoria 1995 — 1999
Bachelor of Commerce (B.Com.), Dual degree with Finance, Economics and Mercantile Law majors.
David Zobel David Zobel's Credit Suisse Experience 2007 - 2008
Job Vice President Acquisitions & Business Development at Paramount Group
Industry Real Estate
Experience
Paramount Group 2008 - Present
Credit Suisse 2007 - 2008
Skills
Asset Managment, Due Diligence, Financial Analysis, Real Estate Development, Real Estate, Valuation, CMBS, Corporate Real Estate, Financial Modeling, Leases, Property Management, Real Estate Economics, Equities
Education
Wharton School, University of Pennsylvania 2003 — 2007
BS, Economics
Paramount Group 2008 - Present
Credit Suisse 2007 - 2008
Skills
Asset Managment, Due Diligence, Financial Analysis, Real Estate Development, Real Estate, Valuation, CMBS, Corporate Real Estate, Financial Modeling, Leases, Property Management, Real Estate Economics, Equities
Education
Wharton School, University of Pennsylvania 2003 — 2007
BS, Economics
Ashley John Ashley John's Credit Suisse Experience July 2008 - June 2010
Job A Passionate Business Transformation Consultant
Industry Management Consulting
Experience
Accenture Technology Solutions January 2011 - Present
Grace Music April 2006 - Present
Avanade August 2014 - February 2015
Mahindra Satyam June 2010 - January 2011
Credit Suisse July 2008 - June 2010
ExcellerateHRO October 2006 - July 2008
Mphasis November 2005 - October 2006
Thomson Reuters August 2005 - November 2005
Skills
CRM, ERP, Business Analysis, PeopleSoft, Change Management, Pre-sales, Human Resources, Solution Architecture, HRIS, Integration, Shared Services, SaaS, Six Sigma, Transition Management, Team Management, Software Project..., Requirements Gathering, Performance Management, Business Strategy, IT Strategy, HRO, Talent Management, HR Transformation, Taleo, Market Analysis, Research, Competitive Intelligence, Social Media, Agile Methodologies, Service Delivery, Program, Project &..., HR Service Delivery, HCM Management..., Statistics, Predictive Analytics, CoE, RPO, Biometrics, Gospel Music Production, Quantitative Analysis, Solution Development, Senior Stakeholder..., Product/Process..., MARCOM, Oracle Fusion, Emerging Market &..., Pension Administration, Artist Management, Product Specialist -..., Marketing Communications
Education
Indian School of Business (ISB) Executive Education 2011 — 2012
AMDA, Delivery Management, Professional skills, Domain Expertise & Advanced technical concepts
Asian Institute of Quality Management (AIQM) 2007 — 2008
GB Certified (UK Accredited), 6 Sigma - Quality
NIBM - National Institute of Business Management 2007 — 2008
Master of Business Administration (E.M.B.A.), Financial Management
Govt.Diploma in Co-operation & Accountancy 2005 — 2006
G.D.C&A, Accounts
University of Pune 2004 — 2006
M.Com, Business Administration
University of Pune 2001 — 2004
B.Com, Banking & Finance
J N Petit Technical High School 1998 — 1999
SSC, Technical
IIBA - International Institute of Business Analysis
Business Analysis
PMI - Project Management Institute
Project Management
Accenture Technology Solutions January 2011 - Present
Grace Music April 2006 - Present
Avanade August 2014 - February 2015
Mahindra Satyam June 2010 - January 2011
Credit Suisse July 2008 - June 2010
ExcellerateHRO October 2006 - July 2008
Mphasis November 2005 - October 2006
Thomson Reuters August 2005 - November 2005
Skills
CRM, ERP, Business Analysis, PeopleSoft, Change Management, Pre-sales, Human Resources, Solution Architecture, HRIS, Integration, Shared Services, SaaS, Six Sigma, Transition Management, Team Management, Software Project..., Requirements Gathering, Performance Management, Business Strategy, IT Strategy, HRO, Talent Management, HR Transformation, Taleo, Market Analysis, Research, Competitive Intelligence, Social Media, Agile Methodologies, Service Delivery, Program, Project &..., HR Service Delivery, HCM Management..., Statistics, Predictive Analytics, CoE, RPO, Biometrics, Gospel Music Production, Quantitative Analysis, Solution Development, Senior Stakeholder..., Product/Process..., MARCOM, Oracle Fusion, Emerging Market &..., Pension Administration, Artist Management, Product Specialist -..., Marketing Communications
Education
Indian School of Business (ISB) Executive Education 2011 — 2012
AMDA, Delivery Management, Professional skills, Domain Expertise & Advanced technical concepts
Asian Institute of Quality Management (AIQM) 2007 — 2008
GB Certified (UK Accredited), 6 Sigma - Quality
NIBM - National Institute of Business Management 2007 — 2008
Master of Business Administration (E.M.B.A.), Financial Management
Govt.Diploma in Co-operation & Accountancy 2005 — 2006
G.D.C&A, Accounts
University of Pune 2004 — 2006
M.Com, Business Administration
University of Pune 2001 — 2004
B.Com, Banking & Finance
J N Petit Technical High School 1998 — 1999
SSC, Technical
IIBA - International Institute of Business Analysis
Business Analysis
PMI - Project Management Institute
Project Management
Pat Pow-anpongkul Pat Pow-anpongkul's Credit Suisse Experience July 2010 - July 2011
Job Founder at StartUp
Industry Internet
Experience
Start-Up September 2015 - Present
General Assembly October 2014 - Present
Trulia April 2013 - May 2015
First Graduate May 2012 - May 2015
Accel Partners August 2011 - April 2013
Credit Suisse July 2010 - July 2011
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. in Economics
Start-Up September 2015 - Present
General Assembly October 2014 - Present
Trulia April 2013 - May 2015
First Graduate May 2012 - May 2015
Accel Partners August 2011 - April 2013
Credit Suisse July 2010 - July 2011
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S. in Economics
Joseph Wang Joseph Wang's Credit Suisse Experience June 2012 - August 2012
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2013 - Present
Credit Suisse June 2012 - August 2012
Quorum Consulting May 2011 - February 2012
Student Federal Credit Union at the University of Pennsylvania January 2010 - January 2012
Kaiser Permanente May 2010 - August 2010
Securities Industry and Financial Markets Association, Wharton Executive Education February 2010 - March 2010
Skills
Investment Banking, Financial Analysis, Financial Modeling, Valuation, Risk Management, Strategy, Leveraged Finance, Project Management, PowerPoint, Strategic Consulting, Microsoft Office, Data Analysis, Due Diligence, Business Strategy, Management Consulting, Corporate Finance, Statistics, Microsoft Excel, Restructuring, Economics, Analytics, Research, Market Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance Concentration
University of Pennsylvania - College of Arts & Sciences 2009 — 2013
B.A. in Biology
Roy and Diana Vagelos Dual-Degree Program in Life Sciences and Management
University of Pennsylvania - The Wharton School & College of Arts & Sciences
North Hollywood Highly Gifted Magnet 2005 — 2009
McKinsey & Company 2013 - Present
Credit Suisse June 2012 - August 2012
Quorum Consulting May 2011 - February 2012
Student Federal Credit Union at the University of Pennsylvania January 2010 - January 2012
Kaiser Permanente May 2010 - August 2010
Securities Industry and Financial Markets Association, Wharton Executive Education February 2010 - March 2010
Skills
Investment Banking, Financial Analysis, Financial Modeling, Valuation, Risk Management, Strategy, Leveraged Finance, Project Management, PowerPoint, Strategic Consulting, Microsoft Office, Data Analysis, Due Diligence, Business Strategy, Management Consulting, Corporate Finance, Statistics, Microsoft Excel, Restructuring, Economics, Analytics, Research, Market Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, Finance Concentration
University of Pennsylvania - College of Arts & Sciences 2009 — 2013
B.A. in Biology
Roy and Diana Vagelos Dual-Degree Program in Life Sciences and Management
University of Pennsylvania - The Wharton School & College of Arts & Sciences
North Hollywood Highly Gifted Magnet 2005 — 2009
Harris Heyer Harris Heyer's Credit Suisse Experience July 2012 - June 2014
Job AVP Tech Research Analyst @ Barclays
Industry Financial Services
Experience
Barclays June 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Neuberger Berman June 2010 - August 2010
The Daily Pennsylvanian September 2008 - November 2009
Skills
Ice Carving, Horseback Riding, Series 7, Series 63, FINRA, Bloomberg, Financial Modeling, Equities, DCF, Bloomberg Terminal, Valuation, Equity Research, Economics, Emerging Markets, Investment Banking, Asset Managment, Hedge Funds, Investments, Due Diligence, Capital Markets, Financial Analysis, Fixed Income
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science, Economics
Horace Mann School 2004 — 2008
H.S. Diploma
Barclays June 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Neuberger Berman June 2010 - August 2010
The Daily Pennsylvanian September 2008 - November 2009
Skills
Ice Carving, Horseback Riding, Series 7, Series 63, FINRA, Bloomberg, Financial Modeling, Equities, DCF, Bloomberg Terminal, Valuation, Equity Research, Economics, Emerging Markets, Investment Banking, Asset Managment, Hedge Funds, Investments, Due Diligence, Capital Markets, Financial Analysis, Fixed Income
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science, Economics
Horace Mann School 2004 — 2008
H.S. Diploma
Larry Charles Larry Charles's Credit Suisse Experience March 2010 - Present
Job Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse March 2010 - Present
Novartis (Contract) January 2008 - October 2009
Cegedim Dendrite August 2006 - January 2008
Liggett Vector Brands (Contract) June 2006 - August 2006
Time Warner Cable June 2005 - June 2006
GlaxoSmithKline (Contract) May 2003 - June 2005
Channel Master September 2002 - May 2003
Unisys July 2000 - July 2002
United States Air Force July 1996 - July 2000
Skills
Blackberry, Active Directory, Windows Vista, Visio, Windows Server, Microsoft Exchange, Backup Solutions, VoIP, Internet Explorer, Wireless, Microsoft Office, Projects, Outlook, RAID, Printers, CRM, Technical Support, Blackberry Enterprise..., ITIL, VMware, Citrix, Vendor Management, BMC Remedy, XP, Windows 7, VPN, Hardware Support, Help Desk Support, IT Operations, SharePoint, System Deployment, Disaster Recovery, Troubleshooting, Operating Systems, Servers, Network Security, Software Installation, Network Administration, Incident Management, Security, Unix, Information Technology, Networking
Education
University of Phoenix 2006 — 2008
Bachelors of Science in Business\E-Business
University of Phoenix 2005 — 2006
Associates General Studies
CIW
Certified Internet Webmaster Associate
Comptia
A+
Comptia
Net +
Unisys University
Advanced Printer Repair Certification
Credit Suisse March 2010 - Present
Novartis (Contract) January 2008 - October 2009
Cegedim Dendrite August 2006 - January 2008
Liggett Vector Brands (Contract) June 2006 - August 2006
Time Warner Cable June 2005 - June 2006
GlaxoSmithKline (Contract) May 2003 - June 2005
Channel Master September 2002 - May 2003
Unisys July 2000 - July 2002
United States Air Force July 1996 - July 2000
Skills
Blackberry, Active Directory, Windows Vista, Visio, Windows Server, Microsoft Exchange, Backup Solutions, VoIP, Internet Explorer, Wireless, Microsoft Office, Projects, Outlook, RAID, Printers, CRM, Technical Support, Blackberry Enterprise..., ITIL, VMware, Citrix, Vendor Management, BMC Remedy, XP, Windows 7, VPN, Hardware Support, Help Desk Support, IT Operations, SharePoint, System Deployment, Disaster Recovery, Troubleshooting, Operating Systems, Servers, Network Security, Software Installation, Network Administration, Incident Management, Security, Unix, Information Technology, Networking
Education
University of Phoenix 2006 — 2008
Bachelors of Science in Business\E-Business
University of Phoenix 2005 — 2006
Associates General Studies
CIW
Certified Internet Webmaster Associate
Comptia
A+
Comptia
Net +
Unisys University
Advanced Printer Repair Certification
Serge Morrell's Credit Suisse Experience June 2006 - August 2006
Job Research Analyst at Firebird Management
Industry Investment Management
Experience
Firebird Management LLC March 2012 - Present
Avax-Technologies September 2013 - Present
Jefferies & Company March 2011 - March 2012
Credit Suisse June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Huntsman Program (Finance, International Studies)
Stuyvesant High School 2002 — 2006
Firebird Management LLC March 2012 - Present
Avax-Technologies September 2013 - Present
Jefferies & Company March 2011 - March 2012
Credit Suisse June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.S., Huntsman Program (Finance, International Studies)
Stuyvesant High School 2002 — 2006
Thomas Bruch Thomas Bruch's Credit Suisse Experience March 1991 - March 1993
Job Hedge Fund Marketing and Business Development
Industry Investment Management
Experience
Watermark Management June 2009 - Present
Kore Advisors LP December 2006 - June 2008
AIG Financial Products May 2005 - December 2006
Morgan Stanley February 2000 - April 2005
III Associates August 1998 - February 2000
Deutsche Bank March 1993 - June 1998
Credit Suisse March 1991 - March 1993
Skills
Alternative Investments, Hedge Funds, Investor Relations, Fundraising, Developing Client..., Derivatives, Structured Finance, New Business Development, Capital Markets, Fixed Income, Investment Banking, Trading, Financial Markets, Bonds, Investments, Investment Strategies, Securities, Financial Services, Financial Structuring, Mutual Funds, Structured Products, Fund Of Funds, Financial Risk, Funding, Finance, Financial Advisory, Credit, Asset Management, Credit Risk, Emerging Markets, Options, Bloomberg, Banking, Private Equity, Series 7, Asset Allocation, FX Options, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1977 — 1981
BS in Economics, Finance
London School of Economics and Political Science 1979 — 1980
International Economics
Watermark Management June 2009 - Present
Kore Advisors LP December 2006 - June 2008
AIG Financial Products May 2005 - December 2006
Morgan Stanley February 2000 - April 2005
III Associates August 1998 - February 2000
Deutsche Bank March 1993 - June 1998
Credit Suisse March 1991 - March 1993
Skills
Alternative Investments, Hedge Funds, Investor Relations, Fundraising, Developing Client..., Derivatives, Structured Finance, New Business Development, Capital Markets, Fixed Income, Investment Banking, Trading, Financial Markets, Bonds, Investments, Investment Strategies, Securities, Financial Services, Financial Structuring, Mutual Funds, Structured Products, Fund Of Funds, Financial Risk, Funding, Finance, Financial Advisory, Credit, Asset Management, Credit Risk, Emerging Markets, Options, Bloomberg, Banking, Private Equity, Series 7, Asset Allocation, FX Options, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1977 — 1981
BS in Economics, Finance
London School of Economics and Political Science 1979 — 1980
International Economics
Mier Wang Mier Wang's Credit Suisse Experience June 2011 - August 2011
Job Senior Analyst at MGG Investment Group
Industry Financial Services
Experience
MGG Investment Group August 2015 - Present
JPMorgan Chase April 2014 - August 2015
Barclays May 2013 - April 2014
Privately Owned Investment Advisory Firm March 2013 - May 2013
Barclays May 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Economics, Financial Modeling, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economic, Finance
Portage Central High School 2005 — 2009
HS Diploma
MGG Investment Group August 2015 - Present
JPMorgan Chase April 2014 - August 2015
Barclays May 2013 - April 2014
Privately Owned Investment Advisory Firm March 2013 - May 2013
Barclays May 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Economics, Financial Modeling, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economic, Finance
Portage Central High School 2005 — 2009
HS Diploma
Andrew Silverman Andrew Silverman's Credit Suisse Experience June 2003 - July 2005
Job Vice President at Zurich Financial Services
Industry Investment Management
Experience
Zurich Financial Services June 2011 - Present
DCF Capital 2008 - 2011
Goldman Sachs May 2005 - June 2008
Credit Suisse June 2003 - July 2005
Education
University of Portland
Bachelor of Business Administration (B.B.A.), Finance
Zurich Financial Services June 2011 - Present
DCF Capital 2008 - 2011
Goldman Sachs May 2005 - June 2008
Credit Suisse June 2003 - July 2005
Education
University of Portland
Bachelor of Business Administration (B.B.A.), Finance
Carl Schreiber Carl Schreiber's Credit Suisse Experience September 2006 - July 2013
Job Senior Business Analyst / Accountant Corporate Controller’s Group – Inventory Accounting at Cisco
Industry Computer & Network Security
Experience
Cisco December 2014 - Present
Cisco July 2013 - December 2014
Credit Suisse September 2006 - July 2013
North Carolina State University November 2003 - September 2006
RTI International October 2001 - October 2003
Skills
Financial Analysis, Accounting, Finance, Microsoft Excel, Account Reconciliation, Corporate Finance, Financial Reporting, Reporting & Analysis, Financial Modeling, Risk Management, Forecasting, Microsoft Office, CDO, MS Excel Pivot Tables, Financial Accounting, Process Improvement, G/L Reconciliations, Bonds, Interest Rate Swaps, Business Intelligence, PeopleSoft, Access Database, SFDC, Business Objects, Essbase, Corporate FP&A, Salesforce.com, Operating Budgets, Budget Forecasts, WebEx, Sales Commissions, Revenue Recognition, Revenue Forecasting, Revenue Analysis, Deferred Revenue, Sales Operations, IT Operations, Budget Monitoring, Access, Business Process..., Analytics, US GAAP, General Ledger, User Acceptance Testing, Hyperion Enterprise, Systems Analysis, Financial Forecasting, Oracle C3, Oracle
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
North Carolina State University 2003 — 2006
Master of Arts (M.A.) - 21 of 36 credit hours completed, English Literature (British and Commonwealth)
University of South Florida 1993 — 1997
Bachelor of Arts (B.A.), Theatre/Theater
Cisco December 2014 - Present
Cisco July 2013 - December 2014
Credit Suisse September 2006 - July 2013
North Carolina State University November 2003 - September 2006
RTI International October 2001 - October 2003
Skills
Financial Analysis, Accounting, Finance, Microsoft Excel, Account Reconciliation, Corporate Finance, Financial Reporting, Reporting & Analysis, Financial Modeling, Risk Management, Forecasting, Microsoft Office, CDO, MS Excel Pivot Tables, Financial Accounting, Process Improvement, G/L Reconciliations, Bonds, Interest Rate Swaps, Business Intelligence, PeopleSoft, Access Database, SFDC, Business Objects, Essbase, Corporate FP&A, Salesforce.com, Operating Budgets, Budget Forecasts, WebEx, Sales Commissions, Revenue Recognition, Revenue Forecasting, Revenue Analysis, Deferred Revenue, Sales Operations, IT Operations, Budget Monitoring, Access, Business Process..., Analytics, US GAAP, General Ledger, User Acceptance Testing, Hyperion Enterprise, Systems Analysis, Financial Forecasting, Oracle C3, Oracle
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
North Carolina State University 2003 — 2006
Master of Arts (M.A.) - 21 of 36 credit hours completed, English Literature (British and Commonwealth)
University of South Florida 1993 — 1997
Bachelor of Arts (B.A.), Theatre/Theater
Devin Graber's Credit Suisse Experience June 2013 - August 2013
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Credit Suisse June 2013 - August 2013
The Wharton School August 2012 - December 2012
Credit Suisse June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BSE, Finance, General
Staples High School 2006 — 2010
High School
Citi June 2014 - Present
Credit Suisse June 2013 - August 2013
The Wharton School August 2012 - December 2012
Credit Suisse June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 2010 — 2014
BSE, Finance, General
Staples High School 2006 — 2010
High School
David Lei David Lei's Credit Suisse Experience July 2010 - September 2011
Job Real estate secondary investor
Industry Investment Management
Experience
Metropolitan Real Estate March 2014 - Present
The Carlyle Group March 2014 - Present
Partners Group October 2011 - March 2014
Credit Suisse July 2010 - September 2011
Highlawn Group June 2006 - June 2010
Credit Suisse June 2009 - August 2009
The Daily Pennsylvanian January 2008 - January 2009
Bloomberg June 2008 - August 2008
Federal Farm Credit Banks Funding Corporation June 2007 - August 2007
Alpine Capital Bank May 2006 - August 2006
Skills
Private Equity, Valuation, Alternative Investments, Capital Markets, Due Diligence, Venture Capital, Real Estate, Asset Management, Growth Capital, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Secondaries, Fund Of Funds
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSE, Finance and Legal Studies and Business Ethics
Poly Prep CDS 2000 — 2006
Metropolitan Real Estate March 2014 - Present
The Carlyle Group March 2014 - Present
Partners Group October 2011 - March 2014
Credit Suisse July 2010 - September 2011
Highlawn Group June 2006 - June 2010
Credit Suisse June 2009 - August 2009
The Daily Pennsylvanian January 2008 - January 2009
Bloomberg June 2008 - August 2008
Federal Farm Credit Banks Funding Corporation June 2007 - August 2007
Alpine Capital Bank May 2006 - August 2006
Skills
Private Equity, Valuation, Alternative Investments, Capital Markets, Due Diligence, Venture Capital, Real Estate, Asset Management, Growth Capital, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Secondaries, Fund Of Funds
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BSE, Finance and Legal Studies and Business Ethics
Poly Prep CDS 2000 — 2006
Raimundo Guerra Raimundo Guerra's Credit Suisse Experience 2008 - 2008
Job Litigation Associate at Cole, Schotz, Meisel, Forman & Leonard, P.A.
Industry Law Practice
Experience
Cole Schotz P.C. 2013 - Present
Herrick, Feinstein LLP 2010 - 2013
Credit Suisse 2008 - 2008
Credit Suisse 2007 - 2007
Skills
Commercial Litigation, Litigation, Corporate Law, Legal Research, Civil Litigation, Legal Writing, Securities Regulation, Arbitration, Westlaw, Securities Litigation, Courts
Education
Villanova University School of Law 2007 — 2010
Doctor of Law (JD)
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science (BS)
Cole Schotz P.C. 2013 - Present
Herrick, Feinstein LLP 2010 - 2013
Credit Suisse 2008 - 2008
Credit Suisse 2007 - 2007
Skills
Commercial Litigation, Litigation, Corporate Law, Legal Research, Civil Litigation, Legal Writing, Securities Regulation, Arbitration, Westlaw, Securities Litigation, Courts
Education
Villanova University School of Law 2007 — 2010
Doctor of Law (JD)
Wharton School, University of Pennsylvania 2003 — 2007
Bachelor of Science (BS)
Jeremy Semble Jeremy Semble's Credit Suisse Experience June 2015 - August 2015
Job Wharton MBA Candidate '16 | Wharton Energy Club CoPresident
Industry Oil & Energy
Experience
Credit Suisse June 2015 - August 2015
Leaf Clean Energy 2012 - 2014
Fieldstone Private Capital Group Ltd 2009 - 2012
Skills
Asset Dispositions, Capital Raises, Cleantech, Cogeneration, Credit Analysis, Electricity Markets, Energy Policy, Environmental Policy, Export Finance, Financial Advisory, Financial Modeling, Growth Capital, Infrastructure Projects, IPPs, Landfill Gas, Natural Gas, PPA, Photovoltaics, Power Generation, Power Project..., Project Finance, Renewable Energy, Venture Capital, Waste to Energy, Wind Energy, Wind, Valuation, Sustainable Energy, Investment Banking, Capital, Due Diligence, Corporate Finance, Mergers & Acquisitions, Finance, Energy, Strategy, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Masters of Business Administration (MBA), Energy and Resource Innovation
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSEc), Finance, Sociology
Credit Suisse June 2015 - August 2015
Leaf Clean Energy 2012 - 2014
Fieldstone Private Capital Group Ltd 2009 - 2012
Skills
Asset Dispositions, Capital Raises, Cleantech, Cogeneration, Credit Analysis, Electricity Markets, Energy Policy, Environmental Policy, Export Finance, Financial Advisory, Financial Modeling, Growth Capital, Infrastructure Projects, IPPs, Landfill Gas, Natural Gas, PPA, Photovoltaics, Power Generation, Power Project..., Project Finance, Renewable Energy, Venture Capital, Waste to Energy, Wind Energy, Wind, Valuation, Sustainable Energy, Investment Banking, Capital, Due Diligence, Corporate Finance, Mergers & Acquisitions, Finance, Energy, Strategy, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Masters of Business Administration (MBA), Energy and Resource Innovation
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics (BSEc), Finance, Sociology
Jeremy Goldman's Credit Suisse Experience June 2011 - August 2011
Job Senior Analyst at Fifth Street Management
Industry Investment Management
Experience
Fifth Street Opportunities Fund June 2012 - Present
Credit Suisse June 2011 - August 2011
The Conference Board June 2010 - August 2010
Skills
Financial Statement..., Financial Modeling, Alternative Investments, Equity Research, Investments
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.86
Fifth Street Opportunities Fund June 2012 - Present
Credit Suisse June 2011 - August 2011
The Conference Board June 2010 - August 2010
Skills
Financial Statement..., Financial Modeling, Alternative Investments, Equity Research, Investments
Education
Wharton School, University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.86
Scot Catlin Scot Catlin's Credit Suisse Experience August 2010 - March 2011
Job Director of Client Success / Cofounder
Industry Information Technology and Services
Experience
Windsor Circle, Inc. January 2011 - Present
Credit Suisse August 2010 - March 2011
LSSiData January 2007 - May 2010
LSSiData January 2005 - January 2007
LSSiData January 1997 - January 2005
Paragon Advanced Technologies January 1997 - September 1997
Bell Northern Research April 1994 - July 1996
Skills
Software Development, Product Development, Requirements Analysis, Linux, Team Leadership, Marketing Strategy, Customer Retention, Email Marketing, People Management, Sales Support, Management, Strategy, SaaS, E-commerce, Business Development, Perl, C++, Unix Shell Scripting, Business Strategy, DB2, Unix, Business Analysis, Databases, C
Education
University of Pittsburgh 1987 — 1992
Bachelor of Science, Computer Science
Windsor Circle, Inc. January 2011 - Present
Credit Suisse August 2010 - March 2011
LSSiData January 2007 - May 2010
LSSiData January 2005 - January 2007
LSSiData January 1997 - January 2005
Paragon Advanced Technologies January 1997 - September 1997
Bell Northern Research April 1994 - July 1996
Skills
Software Development, Product Development, Requirements Analysis, Linux, Team Leadership, Marketing Strategy, Customer Retention, Email Marketing, People Management, Sales Support, Management, Strategy, SaaS, E-commerce, Business Development, Perl, C++, Unix Shell Scripting, Business Strategy, DB2, Unix, Business Analysis, Databases, C
Education
University of Pittsburgh 1987 — 1992
Bachelor of Science, Computer Science
Gandharv Bedi Gandharv Bedi's Credit Suisse Experience July 2012 - July 2014
Job Private Equity Associate at New Mountain Capital
Industry Financial Services
Experience
New Mountain Capital August 2014 - Present
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Skills
Valuation, Investment Banking, Capital IQ, Capital Markets, Financial Modeling, Derivatives, Private Equity, Investments, Corporate Finance, Emerging Markets, Financial Analysis, Due Diligence, Fixed Income
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bsc Economics, Finance & Accounting
Jakarta International School 2006 — 2008
High School, IB
New Mountain Capital August 2014 - Present
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Skills
Valuation, Investment Banking, Capital IQ, Capital Markets, Financial Modeling, Derivatives, Private Equity, Investments, Corporate Finance, Emerging Markets, Financial Analysis, Due Diligence, Fixed Income
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bsc Economics, Finance & Accounting
Jakarta International School 2006 — 2008
High School, IB
Joey Mendelson's Credit Suisse Experience April 2014 - Present
Job Compliance Officer and Regional Manager at Pinkerton | Corporate Risk Management Services
Industry Information Technology and Services
Experience
Credit Suisse April 2014 - Present
Pinkerton Corporate Risk Management Services September 2011 - Present
Highmark April 2012 - February 2014
First Federal of Bucks County May 2010 - February 2012
EXPRESS August 2009 - November 2009
Hollister Co. June 2006 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Retail, HTML, Outlook, Access, Leadership, Teamwork, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BS, Information Science, Economics, 3.2
Credit Suisse April 2014 - Present
Pinkerton Corporate Risk Management Services September 2011 - Present
Highmark April 2012 - February 2014
First Federal of Bucks County May 2010 - February 2012
EXPRESS August 2009 - November 2009
Hollister Co. June 2006 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Retail, HTML, Outlook, Access, Leadership, Teamwork, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BS, Information Science, Economics, 3.2
Hilda Grullon's Credit Suisse Experience April 2011 - August 2011
Job Banking Professinal
Industry Banking
Experience
Bank of America May 2015 - Present
Choose not to Disclose December 2014 - Present
ASA College August 2011 - December 2014
Credit Suisse April 2011 - August 2011
City of New York, Administration for Children's Services August 2010 - February 2011
Managed Systems Inc. June 2007 - January 2009
American Leisure May 2000 - June 2007
American Leisure 2000 - 2005
Skills
IT Consulting, HR Consulting, Application Management, Application Lifecycle..., Consulting, Networking, Strategic Planning, Microsoft Office, Employee Relations, Team Leadership, Leadership, Project Management, Customer Service, Training, Social Media, Program Management, Outlook, Applicant Tracking..., PowerPoint, Talent Acquisition, Information Technology, College Recruiting, Troubleshooting, Research, Microsoft Excel, Management, Windows 7, Project Planning, System Administration, Technical Support, Coaching, Social Networking, Microsoft Word, Budgets, Resume Writing, Career Development, Recruiting, Policy, Customer Satisfaction, Interviews, Analysis, Temporary Placement, Career Counseling, Human Resources, Organizational..., Staff Development, Job Fairs, Leadership Development, Time Management, Employee Training
Education
University of Phoenix 2011 — 2013
BS - ISS, Computer
ASA -The College for Excellence 2009 — 2010
AA, Computer
Bank of America May 2015 - Present
Choose not to Disclose December 2014 - Present
ASA College August 2011 - December 2014
Credit Suisse April 2011 - August 2011
City of New York, Administration for Children's Services August 2010 - February 2011
Managed Systems Inc. June 2007 - January 2009
American Leisure May 2000 - June 2007
American Leisure 2000 - 2005
Skills
IT Consulting, HR Consulting, Application Management, Application Lifecycle..., Consulting, Networking, Strategic Planning, Microsoft Office, Employee Relations, Team Leadership, Leadership, Project Management, Customer Service, Training, Social Media, Program Management, Outlook, Applicant Tracking..., PowerPoint, Talent Acquisition, Information Technology, College Recruiting, Troubleshooting, Research, Microsoft Excel, Management, Windows 7, Project Planning, System Administration, Technical Support, Coaching, Social Networking, Microsoft Word, Budgets, Resume Writing, Career Development, Recruiting, Policy, Customer Satisfaction, Interviews, Analysis, Temporary Placement, Career Counseling, Human Resources, Organizational..., Staff Development, Job Fairs, Leadership Development, Time Management, Employee Training
Education
University of Phoenix 2011 — 2013
BS - ISS, Computer
ASA -The College for Excellence 2009 — 2010
AA, Computer
Rebecca Andrews, PMP Rebecca Andrews, PMP's Credit Suisse Experience August 2006 - April 2008
Job Sr. Program Manager at Quintiles
Industry Information Technology and Services
Experience
Quintiles October 2014 - Present
Fidelity Investments November 2011 - Present
Progress Energy February 2011 - November 2011
First Citizens Bank April 2008 - February 2011
Credit Suisse August 2006 - April 2008
Railinc March 2004 - August 2006
SAS August 1998 - March 2006
Quintiles 1991 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Project Management, PMP, Management, Leadership, Agile Methodologies, Integration, Negotiation, Software Development, ITIL, Business Process, PMO, Training, IT Strategy, Program Management, Software Project..., Data Center, Software Documentation
Education
University of Phoenix
BSBM, Business Management
Quintiles October 2014 - Present
Fidelity Investments November 2011 - Present
Progress Energy February 2011 - November 2011
First Citizens Bank April 2008 - February 2011
Credit Suisse August 2006 - April 2008
Railinc March 2004 - August 2006
SAS August 1998 - March 2006
Quintiles 1991 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Project Management, PMP, Management, Leadership, Agile Methodologies, Integration, Negotiation, Software Development, ITIL, Business Process, PMO, Training, IT Strategy, Program Management, Software Project..., Data Center, Software Documentation
Education
University of Phoenix
BSBM, Business Management
Simon Tesfalul Simon Tesfalul's Credit Suisse Experience May 2014 - August 2014
Job President of Black Wharton Undergraduate Association
Industry Management Consulting
Experience
Black Wharton Undergraduate Association December 2014 - Present
The Boston Consulting Group June 2015 - August 2015
The Boston Consulting Group August 2014 - August 2014
Bain & Company August 2014 - August 2014
Google August 2014 - August 2014
Credit Suisse May 2014 - August 2014
LEADership, Education and Development (LEAD) May 2013 - August 2013
The Wharton School October 2012 - June 2013
Kidane Real Estate Investments May 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.) in Economics, Marketing Operations Management & Legal Studies
University of Pennsylvania - The Wharton School 2011 — 2011
Leadership Education And Development Business Program, Entrepreneurship, Finance, Management, Marketing & Law
Jersey Village High School 2008 — 2012
Black Wharton Undergraduate Association December 2014 - Present
The Boston Consulting Group June 2015 - August 2015
The Boston Consulting Group August 2014 - August 2014
Bain & Company August 2014 - August 2014
Google August 2014 - August 2014
Credit Suisse May 2014 - August 2014
LEADership, Education and Development (LEAD) May 2013 - August 2013
The Wharton School October 2012 - June 2013
Kidane Real Estate Investments May 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.) in Economics, Marketing Operations Management & Legal Studies
University of Pennsylvania - The Wharton School 2011 — 2011
Leadership Education And Development Business Program, Entrepreneurship, Finance, Management, Marketing & Law
Jersey Village High School 2008 — 2012
Lashuane Allen Lashuane Allen's Credit Suisse Experience December 2007 - July 2012
Job Executive Administrator at The Hamner Institute
Industry Banking
Experience
The Hamner Institute September 2013 - Present
SchoolDude 2012 - 2013
Credit Suisse December 2007 - July 2012
Alcatel-Lucent June 2000 - July 2007
Skills
Administrative Support, Organisational Skills, Microsoft Office 2003, Microsoft Office 2007, Excel, Office Management, Outlook, Microsoft Office, Settlements
Education
University of Phoenix 2009 — 2011
Master's degree, Business Administration and Management, General
University of Phoenix 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Heritage High School
The Hamner Institute September 2013 - Present
SchoolDude 2012 - 2013
Credit Suisse December 2007 - July 2012
Alcatel-Lucent June 2000 - July 2007
Skills
Administrative Support, Organisational Skills, Microsoft Office 2003, Microsoft Office 2007, Excel, Office Management, Outlook, Microsoft Office, Settlements
Education
University of Phoenix 2009 — 2011
Master's degree, Business Administration and Management, General
University of Phoenix 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Heritage High School
David Rinder David Rinder's Credit Suisse Experience June 2013 - August 2013
Job Analyst at The Carlyle Group
Industry Financial Services
Experience
Credit Suisse June 2013 - August 2013
Sunoco May 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.)
Credit Suisse June 2013 - August 2013
Sunoco May 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.)
Catherine Arnold Catherine Arnold's Credit Suisse Experience April 2004 - May 2013
Job Managing Director at Wellington Management
Industry Financial Services
Experience
Wellington Management May 2013 - Present
Credit Suisse April 2004 - May 2013
Sanford C. Bernstein 1999 - 2004
Roche Pharmaceuticals 1995 - 1999
Booz Allen Hamilton 1992 - 1995
Ernst & Young 1990 - 1992
UPMC 1987 - 1990
Skills
Pharmaceuticals, Healthcare, Due Diligence, Emerging Markets, Valuation, Biotechnology, Strategic Planning, Marketing Strategy, New Business Development, Business Development, Market Analysis, Pharmaceutical Industry, Investments, Competitive Analysis, Mergers & Acquisitions, Equity Research, Equities, Hedge Funds, Strategy, Management, Medical Devices, Venture Capital, Portfolio Management, Corporate Development, Corporate Finance, Investment Banking, Financial Analysis, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA and MHA, Finance
University of Pittsburgh School of Nursing
Bachelor of Science in Nursing, Nursing
Wellington Management May 2013 - Present
Credit Suisse April 2004 - May 2013
Sanford C. Bernstein 1999 - 2004
Roche Pharmaceuticals 1995 - 1999
Booz Allen Hamilton 1992 - 1995
Ernst & Young 1990 - 1992
UPMC 1987 - 1990
Skills
Pharmaceuticals, Healthcare, Due Diligence, Emerging Markets, Valuation, Biotechnology, Strategic Planning, Marketing Strategy, New Business Development, Business Development, Market Analysis, Pharmaceutical Industry, Investments, Competitive Analysis, Mergers & Acquisitions, Equity Research, Equities, Hedge Funds, Strategy, Management, Medical Devices, Venture Capital, Portfolio Management, Corporate Development, Corporate Finance, Investment Banking, Financial Analysis, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA and MHA, Finance
University of Pittsburgh School of Nursing
Bachelor of Science in Nursing, Nursing
Pat Hackett Pat Hackett's Credit Suisse Experience July 2012 - March 2014
Job Senior Financial Analyst at Warby Parker
Industry Apparel & Fashion
Experience
Warby Parker March 2014 - Present
Credit Suisse July 2012 - March 2014
Credit Suisse June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, Mathematics Minor
Wilton High School 2004 — 2008
Warby Parker March 2014 - Present
Credit Suisse July 2012 - March 2014
Credit Suisse June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, Mathematics Minor
Wilton High School 2004 — 2008
Stacey Townsend, CIMA®'s Credit Suisse Experience June 2015 - Present
Job Senior Investment Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Merrill Lynch November 2013 - June 2015
Morgan Stanley May 2013 - November 2013
Morgan Stanley August 2005 - May 2013
Morgan Stanley August 2002 - August 2005
Morgan Stanley, Pittsburgh May 2000 - August 2002
Skills
CFA Level III Candidate, CIMA, Investment Strategies, Investments, Mutual Funds, Separately Managed..., Investment Advisory, Equities, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Series 7, Investment Management, Wealth Management, Finance
Education
University of Pittsburgh
Bachelor of Science in Business Administration
Credit Suisse June 2015 - Present
Merrill Lynch November 2013 - June 2015
Morgan Stanley May 2013 - November 2013
Morgan Stanley August 2005 - May 2013
Morgan Stanley August 2002 - August 2005
Morgan Stanley, Pittsburgh May 2000 - August 2002
Skills
CFA Level III Candidate, CIMA, Investment Strategies, Investments, Mutual Funds, Separately Managed..., Investment Advisory, Equities, Fixed Income, Portfolio Management, Asset Management, Asset Allocation, Series 7, Investment Management, Wealth Management, Finance
Education
University of Pittsburgh
Bachelor of Science in Business Administration
Carmen Bernabe Carmen Bernabe's Credit Suisse Experience January 2000 - June 2002
Job Supervisor, Hospital Census Managenent at Family Physicians Group/Physicians Hospitalist Partners
Industry Hospital & Health Care
Experience
Family Physicians Group April 2003 - Present
Credit Suisse January 2000 - June 2002
BNY Mellon June 1987 - January 2000
Skills
Hospitals, Healthcare, Nursing, EMR, Healthcare Management, Inpatient, Medicare, HIPAA, Medical Records, Medical Terminology, Managed Care, Physicians, EHR, Healthcare Information..., Medical Coding, ICD-9, Credentialing
Education
University of Phoenix
Associate's degree, Business Administration and Management, General
Family Physicians Group April 2003 - Present
Credit Suisse January 2000 - June 2002
BNY Mellon June 1987 - January 2000
Skills
Hospitals, Healthcare, Nursing, EMR, Healthcare Management, Inpatient, Medicare, HIPAA, Medical Records, Medical Terminology, Managed Care, Physicians, EHR, Healthcare Information..., Medical Coding, ICD-9, Credentialing
Education
University of Phoenix
Associate's degree, Business Administration and Management, General
Richard Siegel Richard Siegel's Credit Suisse Experience August 2009 - October 2011
Job Managing Director, High Yield/Distressed Fixed Income Sales
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Credit Suisse August 2009 - October 2011
UBS May 1999 - April 2008
Bear Stearns October 1993 - May 1999
Skills
High Yield, Bonds, Fixed Income, Trading, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics (concentration in Finance)
Stifel Financial Corp. January 2012 - Present
Credit Suisse August 2009 - October 2011
UBS May 1999 - April 2008
Bear Stearns October 1993 - May 1999
Skills
High Yield, Bonds, Fixed Income, Trading, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics (concentration in Finance)
Esther J Henselmans Esther J Henselmans's Credit Suisse Experience 1999 - 2003
Job Director CAO Sanctions and AntiBribery & Corruption at Citi
Industry Financial Services
Experience
Citi May 2014 - Present
Barclays January 2013 - Present
Barclays Capital September 2010 - August 2012
Barclays Capital 2010 - 2011
Pfeizer September 2008 - January 2009
UnitedHealth Group January 2007 - December 2008
American Stock Exchange November 2005 - December 2006
Credit Suisse First Boston 2000 - 2005
JPMorgan Chase 2004 - 2004
Credit Suisse 1999 - 2003
Skills
Risk Management, Governance, Business Analysis, Management Consulting, Change Management, Business Process..., Financial Risk, Program Management, Mergers, Financial Services, PMO, Capital Markets, Project Portfolio..., Banking, Business Transformation, Management, Strategy, Project Management, Consulting, Investment Banking, Vendor Management
Education
Transformational life coaching 2009 — 2010
Transformational Coaching at the Open Center In Manhattan 2008 — 2009
Certified Transformational Life Coach
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MBA
Utrecht University 1984 — 1991
Master
Rivendell College 1977 — 1984
Bachelor of Applied Science (BASc)
Citi May 2014 - Present
Barclays January 2013 - Present
Barclays Capital September 2010 - August 2012
Barclays Capital 2010 - 2011
Pfeizer September 2008 - January 2009
UnitedHealth Group January 2007 - December 2008
American Stock Exchange November 2005 - December 2006
Credit Suisse First Boston 2000 - 2005
JPMorgan Chase 2004 - 2004
Credit Suisse 1999 - 2003
Skills
Risk Management, Governance, Business Analysis, Management Consulting, Change Management, Business Process..., Financial Risk, Program Management, Mergers, Financial Services, PMO, Capital Markets, Project Portfolio..., Banking, Business Transformation, Management, Strategy, Project Management, Consulting, Investment Banking, Vendor Management
Education
Transformational life coaching 2009 — 2010
Transformational Coaching at the Open Center In Manhattan 2008 — 2009
Certified Transformational Life Coach
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
MBA
Utrecht University 1984 — 1991
Master
Rivendell College 1977 — 1984
Bachelor of Applied Science (BASc)
Mason Rippey Mason Rippey's Credit Suisse Experience June 2011 - August 2011
Job Associate at HighBrook Investors
Industry Real Estate
Experience
HighBrook Investors January 2014 - Present
Deutsche Bank July 2012 - January 2014
Credit Suisse June 2011 - August 2011
Becker Capital Management June 2010 - August 2010
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance
HighBrook Investors January 2014 - Present
Deutsche Bank July 2012 - January 2014
Credit Suisse June 2011 - August 2011
Becker Capital Management June 2010 - August 2010
Skills
Valuation, Investment Banking, Financial Modeling, Bloomberg, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance
Michelle Levy Michelle Levy's Credit Suisse Experience 1988 - 1991
Job Chief Operating Officer, Client Capital Management Clarion Partners LLC
Industry Real Estate
Experience
Clarion Partners LLC September 2015 - Present
G2 Investment Group, LLC July 2010 - August 2015
CWCapital Investments 2003 - 2010
Lend Lease Real Estate Investments (originally The Yarmouth Group) 1991 - 2003
Credit Suisse 1988 - 1991
Skills
Real Estate Investment, Real Estate Private..., Private Equity, Real Estate Finance, Investment Managment, Asset Management, Fund Management, Investor Relations, New Business Development
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS, Summa cum laude, Finance
Clarion Partners LLC September 2015 - Present
G2 Investment Group, LLC July 2010 - August 2015
CWCapital Investments 2003 - 2010
Lend Lease Real Estate Investments (originally The Yarmouth Group) 1991 - 2003
Credit Suisse 1988 - 1991
Skills
Real Estate Investment, Real Estate Private..., Private Equity, Real Estate Finance, Investment Managment, Asset Management, Fund Management, Investor Relations, New Business Development
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS, Summa cum laude, Finance
Abigail Falcon-Rosa Abigail Falcon-Rosa's Credit Suisse Experience December 1997 - March 2001
Job SOX Compliance Analyst
Industry Insurance
Experience
Triple S Salud June 2012 - Present
Liberty Mutual Insurance March 2009 - March 2011
BearingPoint November 2005 - March 2009
FM Global October 2004 - October 2005
Wellington Management Company August 2002 - October 2004
Ropes and Gray March 2001 - August 2002
Credit Suisse December 1997 - March 2001
Skills
Excel, Word, PowerPoint, Essbase, Access, MS Office Suite, MS Project, FSI, Microsoft Word, Microsoft Office, Microsoft Excel, Training, Business Process, Sarbanes-Oxley Act, Budgets, Sales, Management
Education
University of Phoenix 2006 — 2009
Master’s Degree, Technology Management, 3.60
University of Phoenix 2000 — 2003
BS, Business Administration, 3.83
Triple S Salud June 2012 - Present
Liberty Mutual Insurance March 2009 - March 2011
BearingPoint November 2005 - March 2009
FM Global October 2004 - October 2005
Wellington Management Company August 2002 - October 2004
Ropes and Gray March 2001 - August 2002
Credit Suisse December 1997 - March 2001
Skills
Excel, Word, PowerPoint, Essbase, Access, MS Office Suite, MS Project, FSI, Microsoft Word, Microsoft Office, Microsoft Excel, Training, Business Process, Sarbanes-Oxley Act, Budgets, Sales, Management
Education
University of Phoenix 2006 — 2009
Master’s Degree, Technology Management, 3.60
University of Phoenix 2000 — 2003
BS, Business Administration, 3.83
Jacqueline Lugo Jacqueline Lugo's Credit Suisse Experience August 1996 - April 1999
Job Assistant Vice President at Commerzbank AG
Industry Banking
Experience
Commerzbank AG January 2013 - Present
Commerzbank AG November 2010 - December 2012
Commerzbank AG November 2008 - November 2010
Commerzbank AG April 1999 - November 2008
Credit Suisse August 1996 - April 1999
Furman Selz Capital Management LLC 1995 - 1996
Sumitomo Trust May 1989 - June 1995
Skills
HTML, Visio, KYC, Business Analysis, VBA, Bloomberg, Business Requirements, SharePoint, Project Management, SQL, User Acceptance Testing, Middle Office, Process Improvement, Vendor Management, Banking, Access, AML, Anti Money Laundering, Requirements Gathering, Investment Banking, Visual Basic, Operational Risk, Back Office, Derivatives, Risk Management, Credit Risk, Capital Markets, Fixed Income
Education
University of Phoenix
Information Technology
Commerzbank AG January 2013 - Present
Commerzbank AG November 2010 - December 2012
Commerzbank AG November 2008 - November 2010
Commerzbank AG April 1999 - November 2008
Credit Suisse August 1996 - April 1999
Furman Selz Capital Management LLC 1995 - 1996
Sumitomo Trust May 1989 - June 1995
Skills
HTML, Visio, KYC, Business Analysis, VBA, Bloomberg, Business Requirements, SharePoint, Project Management, SQL, User Acceptance Testing, Middle Office, Process Improvement, Vendor Management, Banking, Access, AML, Anti Money Laundering, Requirements Gathering, Investment Banking, Visual Basic, Operational Risk, Back Office, Derivatives, Risk Management, Credit Risk, Capital Markets, Fixed Income
Education
University of Phoenix
Information Technology
Diane Pearson Diane Pearson's Credit Suisse Experience February 2006 - December 2013
Job Operations Manager at Lee, Sipe and Associates
Industry Financial Services
Experience
Lee, Sipe and Associates January 2014 - Present
Credit Suisse February 2006 - December 2013
Smith Barney September 2000 - February 2006
BT Alex. Brown/Alex Brown and Sons November 1987 - May 1997
Skills
Series 7, Series 63, Recruiting, Analysis, Management, Operations Management, Banking, Investment Banking, Writing, Mentoring, Training, Employee Training, Employee Management, Sales Operations, Client Relations Skills, Client Liaison, Manage Client..., Manage client..., Client/Hiring Manager..., Trading, Performance Metrics
Education
University of Pennsylvania - The Wharton School
SIFMA, The Securities Industry Institute® (SII)
Lee, Sipe and Associates January 2014 - Present
Credit Suisse February 2006 - December 2013
Smith Barney September 2000 - February 2006
BT Alex. Brown/Alex Brown and Sons November 1987 - May 1997
Skills
Series 7, Series 63, Recruiting, Analysis, Management, Operations Management, Banking, Investment Banking, Writing, Mentoring, Training, Employee Training, Employee Management, Sales Operations, Client Relations Skills, Client Liaison, Manage Client..., Manage client..., Client/Hiring Manager..., Trading, Performance Metrics
Education
University of Pennsylvania - The Wharton School
SIFMA, The Securities Industry Institute® (SII)
Elizabeth (Wilson) Brown Elizabeth (Wilson) Brown's Credit Suisse Experience July 2007 - June 2009
Job CEO at Viyet
Industry Retail
Experience
Viyet September 2013 - Present
Poppin July 2012 - August 2013
Lot18 June 2011 - June 2012
MediaCom June 2010 - August 2010
Credit Suisse July 2007 - June 2009
Skills
Competitive Analysis, Mergers, Business Strategy, Start-ups, Business Analysis, Product Management, Business Development, Financial Modeling, Strategic Planning, Online Advertising, Marketing Strategy, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Marketing, Entrepreneurial Management
Wofford College 2003 — 2007
BA, Finance, Art History, Economics
Viyet September 2013 - Present
Poppin July 2012 - August 2013
Lot18 June 2011 - June 2012
MediaCom June 2010 - August 2010
Credit Suisse July 2007 - June 2009
Skills
Competitive Analysis, Mergers, Business Strategy, Start-ups, Business Analysis, Product Management, Business Development, Financial Modeling, Strategic Planning, Online Advertising, Marketing Strategy, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Marketing, Entrepreneurial Management
Wofford College 2003 — 2007
BA, Finance, Art History, Economics
Galit Kursman Galit Kursman's Credit Suisse Experience 1994 - October 2014
Job Senior Vice President/Private Wealth Advisor at Next Capital Management LLC
Industry Banking
Experience
Next Capital Management LLC October 2014 - Present
Credit Suisse 1994 - October 2014
Skills
Fixed Income, Investments, Portfolio Management, Trading, Capital Markets, Investment Advisory, Equities, Hedge Funds, Investment Banking, Derivatives
Education
University of Pennsylvania - The Wharton School
MBA, Finance, General
University of Rochester
Bachelor of Arts (B.A.), Economics
Next Capital Management LLC October 2014 - Present
Credit Suisse 1994 - October 2014
Skills
Fixed Income, Investments, Portfolio Management, Trading, Capital Markets, Investment Advisory, Equities, Hedge Funds, Investment Banking, Derivatives
Education
University of Pennsylvania - The Wharton School
MBA, Finance, General
University of Rochester
Bachelor of Arts (B.A.), Economics
Steven Janson's Credit Suisse Experience 1994 - 1997
Job Senior Vice President at BB&T Asset Based Lending
Industry Banking
Experience
BB&T Asset Based Lending April 2015 - Present
PNC Business Credit 2007 - April 2015
LaSalle Business Credit 2000 - 2007
LaSalle Business Credit 2000 - 2007
Credit Suisse 1994 - 1997
Skills
Asset Based Lending, Commercial Lending, Loans, Credit Analysis, Portfolio Management, Credit, Commercial Banking, Corporate Finance, Financial Modeling, Mergers, Due Diligence, Financial Analysis, Banking, Small Business Lending, Factoring, Valuation, Investment Banking, Commercial Finance, Relationship Management, Investments, Cash Flow Lending, Middle Market, Loan Origination, Underwriting, Financial Structuring, Leveraged Finance, Finance, Recapitalizations, Lines Of Credit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1985 — 1989
B.A., Economics
BB&T Asset Based Lending April 2015 - Present
PNC Business Credit 2007 - April 2015
LaSalle Business Credit 2000 - 2007
LaSalle Business Credit 2000 - 2007
Credit Suisse 1994 - 1997
Skills
Asset Based Lending, Commercial Lending, Loans, Credit Analysis, Portfolio Management, Credit, Commercial Banking, Corporate Finance, Financial Modeling, Mergers, Due Diligence, Financial Analysis, Banking, Small Business Lending, Factoring, Valuation, Investment Banking, Commercial Finance, Relationship Management, Investments, Cash Flow Lending, Middle Market, Loan Origination, Underwriting, Financial Structuring, Leveraged Finance, Finance, Recapitalizations, Lines Of Credit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1985 — 1989
B.A., Economics
Sruthi Ravi Sruthi Ravi's Credit Suisse Experience June 2012 - August 2012
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group January 2015 - Present
Evercore June 2013 - November 2014
Credit Suisse June 2012 - August 2012
Judico Capital Pte Ltd. May 2011 - June 2011
Quintiles June 2010 - July 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSc in Economics, Finance, Accounting, Chinese
United World College of South East Asia 2005 — 2009
International Baccalaureate
The Boston Consulting Group January 2015 - Present
Evercore June 2013 - November 2014
Credit Suisse June 2012 - August 2012
Judico Capital Pte Ltd. May 2011 - June 2011
Quintiles June 2010 - July 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSc in Economics, Finance, Accounting, Chinese
United World College of South East Asia 2005 — 2009
International Baccalaureate
Irene Truong's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst, Leveraged Finance at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Mindspark Interactive Network, Inc. June 2012 - August 2012
Niche, Inc. June 2011 - August 2011
Penn Graduate School of Education September 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Data Analysis, Marketing, Finance, Investment Banking, Financial Analysis, Social Media, Market Research, Valuation, Corporate Finance, Economics, Research
Education
Wharton School, University of Pennsylvania 2007 — 2014
Bachelor of Science in Economics, Finance, Marketing
Hunter College High School 2004 — 2010
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Mindspark Interactive Network, Inc. June 2012 - August 2012
Niche, Inc. June 2011 - August 2011
Penn Graduate School of Education September 2010 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Data Analysis, Marketing, Finance, Investment Banking, Financial Analysis, Social Media, Market Research, Valuation, Corporate Finance, Economics, Research
Education
Wharton School, University of Pennsylvania 2007 — 2014
Bachelor of Science in Economics, Finance, Marketing
Hunter College High School 2004 — 2010
M. Ryan Gorman M. Ryan Gorman's Credit Suisse Experience July 2000 - May 2002
Job SVP Strategic Operations at NRT LLC
Industry Real Estate
Experience
NRT LLC May 2012 - Present
Realogy Corporation November 2007 - May 2012
Title Resource Group / Realogy Corporation (formerly Cendant Settlement Services Group) October 2004 - November 2007
PricewaterhouseCoopers January 2003 - October 2004
The Blackstone Group June 2002 - December 2002
Credit Suisse July 2000 - May 2002
Skills
Strategy, Real Estate, Negotiations, Investments, Acquisitions, Joint Ventures, Divestitures, Creative Financing, Distressed Situations, Debt, Corporate Development, Investment Banking, Financial Modeling, Valuation, Due Diligence, Contract Negotiation, Corporate Finance, Restructuring, Business Strategy, Financial Analysis, Acquisition Integration, Strategic Planning, Strategy Development, Real Estate Investment, Franchising, Business Valuation, Private Equity, Negotiation, Mergers, Portfolio Management, Executive Management, Investment Properties, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science in Economics
Pennsville Memorial High School 1992 — 1996
High School Diploma
NRT LLC May 2012 - Present
Realogy Corporation November 2007 - May 2012
Title Resource Group / Realogy Corporation (formerly Cendant Settlement Services Group) October 2004 - November 2007
PricewaterhouseCoopers January 2003 - October 2004
The Blackstone Group June 2002 - December 2002
Credit Suisse July 2000 - May 2002
Skills
Strategy, Real Estate, Negotiations, Investments, Acquisitions, Joint Ventures, Divestitures, Creative Financing, Distressed Situations, Debt, Corporate Development, Investment Banking, Financial Modeling, Valuation, Due Diligence, Contract Negotiation, Corporate Finance, Restructuring, Business Strategy, Financial Analysis, Acquisition Integration, Strategic Planning, Strategy Development, Real Estate Investment, Franchising, Business Valuation, Private Equity, Negotiation, Mergers, Portfolio Management, Executive Management, Investment Properties, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science in Economics
Pennsville Memorial High School 1992 — 1996
High School Diploma
Jonathan Singmin Jonathan Singmin's Credit Suisse Experience August 2012 - Present
Job Financial Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Credit Suisse August 2012 - Present
Credit Suisse May 2010 - August 2012
Ernst & Young January 2003 - May 2010
Skills
IFRS, US GAAP, FAS 133, Fair Value, FAS 157, Product Control, Derivatives, Financial Reporting, Life Insurance, Energy Commodities, Accounting, Financial Risk, Finance, Valuation
Education
University of Pretoria/Universiteit van Pretoria 1999 — 2002
B.Com (Honours), Accounting (Cum laude)
Morgan Stanley October 2014 - Present
Credit Suisse August 2012 - Present
Credit Suisse May 2010 - August 2012
Ernst & Young January 2003 - May 2010
Skills
IFRS, US GAAP, FAS 133, Fair Value, FAS 157, Product Control, Derivatives, Financial Reporting, Life Insurance, Energy Commodities, Accounting, Financial Risk, Finance, Valuation
Education
University of Pretoria/Universiteit van Pretoria 1999 — 2002
B.Com (Honours), Accounting (Cum laude)
Angela Williams's Credit Suisse Experience August 1998 - April 2007
Job Graphic Designer at Mielle Design Studio
Industry Graphic Design
Experience
Mielle Design Studio February 2007 - Present
Kaough Williams and Calcote Design Group January 2010 - August 2011
Credit Suisse First Boston January 2005 - April 2007
Credit Suisse August 1998 - April 2007
Credit Suisse First Boston November 2000 - December 2004
L.A. Premier Concierge May 2002 - September 2004
Colony Capital, LLC May 1993 - August 1998
Colony Capital, LLC May 1993 - August 1998
Thomas F. Harrison January 1996 - January 1997
Education
Xavier University of Louisiana 1989 — 1992
Xavier University of Louisiana 1989 — 1992
Mass Communications
University of Phoenix
Business Management and Finance
University of Phoenix
Business Management and Finance
Xavier University of Louisiana
Mass Communications
Mielle Design Studio February 2007 - Present
Kaough Williams and Calcote Design Group January 2010 - August 2011
Credit Suisse First Boston January 2005 - April 2007
Credit Suisse August 1998 - April 2007
Credit Suisse First Boston November 2000 - December 2004
L.A. Premier Concierge May 2002 - September 2004
Colony Capital, LLC May 1993 - August 1998
Colony Capital, LLC May 1993 - August 1998
Thomas F. Harrison January 1996 - January 1997
Education
Xavier University of Louisiana 1989 — 1992
Xavier University of Louisiana 1989 — 1992
Mass Communications
University of Phoenix
Business Management and Finance
University of Phoenix
Business Management and Finance
Xavier University of Louisiana
Mass Communications
Matthew P Hepler Matthew P Hepler's Credit Suisse Experience June 2002 - June 2008
Job Managing Director Relational Investors
Industry Financial Services
Experience
Red Mountain Capital Partners March 2015 - Present
Relational Investors July 2008 - March 2015
Credit Suisse June 2002 - June 2008
Robertson Stephens Advisors LLC September 2001 - June 2002
Skills
Microsoft Excel, Microsoft Word, Restructuring, Investment Banking, Hedge Funds, Mergers & Acquisitions, Equities, Investments, Financial Modeling, Portfolio Management, Valuation, Asset Management, Finance, Management, Financial Analysis, Due Diligence, Bloomberg
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelors of Science in Economics, Finance
St. Charles High School 1994 — 1997
Red Mountain Capital Partners March 2015 - Present
Relational Investors July 2008 - March 2015
Credit Suisse June 2002 - June 2008
Robertson Stephens Advisors LLC September 2001 - June 2002
Skills
Microsoft Excel, Microsoft Word, Restructuring, Investment Banking, Hedge Funds, Mergers & Acquisitions, Equities, Investments, Financial Modeling, Portfolio Management, Valuation, Asset Management, Finance, Management, Financial Analysis, Due Diligence, Bloomberg
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelors of Science in Economics, Finance
St. Charles High School 1994 — 1997
Diana Fung Diana Fung's Credit Suisse Experience June 2013 - August 2013
Job Associate Consultant at Bain & Company
Industry Financial Services
Experience
The Wharton School October 2013 - Present
South China Morning Post July 2009 - Present
Bain & Company July 2014 - August 2014
Credit Suisse June 2013 - August 2013
Deutsche Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Research, Microsoft Word, Financial Analysis, Social Media, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.), Finance, Operation and Information, Management
German Swiss International School 2009 — 2011
GCE A-Levels
St. Paul's Co-Educational College 2004 — 2009
HKCEE
The Wharton School October 2013 - Present
South China Morning Post July 2009 - Present
Bain & Company July 2014 - August 2014
Credit Suisse June 2013 - August 2013
Deutsche Bank May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Financial Modeling, Research, Microsoft Word, Financial Analysis, Social Media, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.Sc.), Finance, Operation and Information, Management
German Swiss International School 2009 — 2011
GCE A-Levels
St. Paul's Co-Educational College 2004 — 2009
HKCEE
Ngoc Duong Ngoc Duong's Credit Suisse Experience June 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Online Resources Corporation May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Analysis, Market Research, Data Analysis, Microsoft Word, Leadership
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S Economics, Finance, Operations and Information Management
Credit Suisse June 2015 - Present
Credit Suisse June 2014 - August 2014
Merrill Lynch May 2013 - July 2013
Online Resources Corporation May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Analysis, Market Research, Data Analysis, Microsoft Word, Leadership
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S Economics, Finance, Operations and Information Management
Eric Stout Eric Stout's Credit Suisse Experience June 2012 - August 2012
Job Private Equity Associate at KKR
Industry Financial Services
Experience
The Wharton School January 2011 - December 2012
Credit Suisse June 2012 - August 2012
Citi June 2011 - August 2011
Education
Wharton School, University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Economics
The Wharton School January 2011 - December 2012
Credit Suisse June 2012 - August 2012
Citi June 2011 - August 2011
Education
Wharton School, University of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Economics
Deeksha Gupta Deeksha Gupta's Credit Suisse Experience May 2014 - August 2014
Job IT Leadership Development Program Associate
Industry Computer Software
Experience
BNY Mellon June 2015 - Present
Akustica January 2015 - April 2015
TMG Health January 2015 - March 2015
Credit Suisse May 2014 - August 2014
U.S. Steel January 2014 - April 2014
EMC Corp May 2012 - August 2012
Skills
Java, SQL, SDLC, Python, C#, C, JSP, ASP.NET, JavaScript, jQuery, JSON, AJAX, HTML 5, JMP
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science (BS), Computer Science
Panther Creek High School 2008 — 2011
Homestead High School 2007 — 2008
BNY Mellon June 2015 - Present
Akustica January 2015 - April 2015
TMG Health January 2015 - March 2015
Credit Suisse May 2014 - August 2014
U.S. Steel January 2014 - April 2014
EMC Corp May 2012 - August 2012
Skills
Java, SQL, SDLC, Python, C#, C, JSP, ASP.NET, JavaScript, jQuery, JSON, AJAX, HTML 5, JMP
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science (BS), Computer Science
Panther Creek High School 2008 — 2011
Homestead High School 2007 — 2008
David Povinelli David Povinelli's Credit Suisse Experience May 2010 - November 2010
Job Technical Support Specialist at AmWINS Group
Industry Information Technology and Services
Experience
AmWINS Group November 2010 - Present
Credit Suisse May 2010 - November 2010
Boatsman Gillmore, PLLC July 2009 - November 2009
Emerson Process Management October 2008 - April 2009
Systems Maintenance Services August 2007 - October 2008
Mark Ross & Co August 2005 - July 2007
Dress Barn Inc. April 2004 - December 2004
Doubleclick Inc. May 2001 - October 2003
Skills
Active Directory, Disaster Recovery, Servers, Troubleshooting, Data Center, System Administration, Microsoft Exchange, Technical Support, Networking, Security, VPN, Network Administration, TCP/IP, Integration, Software Documentation, Telecommunications, Help Desk Support, Server Administration, Project Management, VMware, Windows Server, Windows 7
Education
University of Phoenix 2003 — 2006
BSIT, IT
Dover Business College 1999 — 2001
Computer Programming, Programming
AmWINS Group November 2010 - Present
Credit Suisse May 2010 - November 2010
Boatsman Gillmore, PLLC July 2009 - November 2009
Emerson Process Management October 2008 - April 2009
Systems Maintenance Services August 2007 - October 2008
Mark Ross & Co August 2005 - July 2007
Dress Barn Inc. April 2004 - December 2004
Doubleclick Inc. May 2001 - October 2003
Skills
Active Directory, Disaster Recovery, Servers, Troubleshooting, Data Center, System Administration, Microsoft Exchange, Technical Support, Networking, Security, VPN, Network Administration, TCP/IP, Integration, Software Documentation, Telecommunications, Help Desk Support, Server Administration, Project Management, VMware, Windows Server, Windows 7
Education
University of Phoenix 2003 — 2006
BSIT, IT
Dover Business College 1999 — 2001
Computer Programming, Programming
Sacha Djorkaeff's Credit Suisse Experience July 2010 - July 2010
Job Founder/CEO at Owl Technologies
Industry Primary/Secondary Education
Experience
Owl Technologies, LLC August 2015 - Present
Moet Hennessy USA June 2014 - August 2014
Cameio, LLC March 2011 - January 2014
BNP Paribas - CIB June 2013 - July 2013
Havas Worldwide June 2012 - July 2012
Credit Suisse July 2010 - July 2010
The Estée Lauder Companies Inc. June 2010 - June 2010
Natixis Private Equity May 2010 - May 2010
Bank of America May 2009 - May 2009
Skills
Private Equity, Risk Management, Market Research, Entrepreneurship, Social Media, Public Speaking, Research, Microsoft Office, Data Analysis, French, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Event Planning, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lycee Francais de New York 2005 — 2011
International Baccalaureate, Economics
Owl Technologies, LLC August 2015 - Present
Moet Hennessy USA June 2014 - August 2014
Cameio, LLC March 2011 - January 2014
BNP Paribas - CIB June 2013 - July 2013
Havas Worldwide June 2012 - July 2012
Credit Suisse July 2010 - July 2010
The Estée Lauder Companies Inc. June 2010 - June 2010
Natixis Private Equity May 2010 - May 2010
Bank of America May 2009 - May 2009
Skills
Private Equity, Risk Management, Market Research, Entrepreneurship, Social Media, Public Speaking, Research, Microsoft Office, Data Analysis, French, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Event Planning, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lycee Francais de New York 2005 — 2011
International Baccalaureate, Economics
Jennifer Guarino Jennifer Guarino's Credit Suisse Experience April 2013 - Present
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
JP Morgan December 2010 - April 2013
The Bank of New York Mellon Wealth Management June 2007 - December 2010
Skills
Investments, Wealth, Investment Management, Financial Advisory, Equities, CRM, Private Equity, Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Alternative Investments, Asset Allocation, Banking, Financial Analysis
Education
Villanova University 2008 — 2011
MBA
University of Pittsburgh 2003 — 2007
Bachelor of Science, Business Administration; Marketing & Finance
CB West 2000 — 2003
Finance and Financial Management Services
Credit Suisse April 2013 - Present
JP Morgan December 2010 - April 2013
The Bank of New York Mellon Wealth Management June 2007 - December 2010
Skills
Investments, Wealth, Investment Management, Financial Advisory, Equities, CRM, Private Equity, Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Alternative Investments, Asset Allocation, Banking, Financial Analysis
Education
Villanova University 2008 — 2011
MBA
University of Pittsburgh 2003 — 2007
Bachelor of Science, Business Administration; Marketing & Finance
CB West 2000 — 2003
Finance and Financial Management Services
Emma Bendix's Credit Suisse Experience June 2014 - August 2014
Job Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2015 - Present
University of Pennsylvania September 2012 - May 2015
Credit Suisse June 2014 - August 2014
Knopman Financial Training May 2013 - May 2014
Colegio Geronimo Rendic May 2011 - June 2011
Skills
English, Spanish, Statistics, Economics, Research, Project Management, Strategic Planning, Data Analysis, Sustainability, Entrepreneurship, Social Networking, Leadership, Microsoft Office, Nonprofits, Market Research, PowerPoint, Microsoft Excel
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS)
Wilton High School 2007 — 2011
Colegio Alianza Austral de Coyhaique
Accenture July 2015 - Present
University of Pennsylvania September 2012 - May 2015
Credit Suisse June 2014 - August 2014
Knopman Financial Training May 2013 - May 2014
Colegio Geronimo Rendic May 2011 - June 2011
Skills
English, Spanish, Statistics, Economics, Research, Project Management, Strategic Planning, Data Analysis, Sustainability, Entrepreneurship, Social Networking, Leadership, Microsoft Office, Nonprofits, Market Research, PowerPoint, Microsoft Excel
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (BS)
Wilton High School 2007 — 2011
Colegio Alianza Austral de Coyhaique
Joe Hipsky Joe Hipsky's Credit Suisse Experience July 2011 - March 2013
Job
Industry Financial Services
Experience
Credit Suisse July 2011 - March 2013
Venture Advisors September 2009 - June 2011
Mogul Mind July 2008 - January 2010
Merrill Lynch February 2006 - July 2008
ADP 2003 - 2005
University of Pittsburgh 1998 - 2002
Skills
Team Building, Start-ups, Sales, Solution Selling, Relationship Management, Negotiation, Strategic Planning, Business Development, Marketing Strategy, Capital Markets, Venture Capital, Private Equity, Angel Investing, Strategic Partnerships, Go-to-market Strategy, Strategy, Project Planning, Leadership, Business Strategy, Finance, Consulting, Financial Services, Management, Executive Management, Contract Negotiation, Corporate Development, Entrepreneurship, Salesforce.com, Business Planning, Mergers & Acquisitions, Competitive Analysis, Due Diligence, Management Consulting, Portfolio Management, Financial Modeling, Investments, Corporate Finance, Valuation, Financial Analysis, Risk Management, Investment Banking
Education
University of Pittsburgh 1998 — 2002
BA, Economics and Business Admin
Credit Suisse July 2011 - March 2013
Venture Advisors September 2009 - June 2011
Mogul Mind July 2008 - January 2010
Merrill Lynch February 2006 - July 2008
ADP 2003 - 2005
University of Pittsburgh 1998 - 2002
Skills
Team Building, Start-ups, Sales, Solution Selling, Relationship Management, Negotiation, Strategic Planning, Business Development, Marketing Strategy, Capital Markets, Venture Capital, Private Equity, Angel Investing, Strategic Partnerships, Go-to-market Strategy, Strategy, Project Planning, Leadership, Business Strategy, Finance, Consulting, Financial Services, Management, Executive Management, Contract Negotiation, Corporate Development, Entrepreneurship, Salesforce.com, Business Planning, Mergers & Acquisitions, Competitive Analysis, Due Diligence, Management Consulting, Portfolio Management, Financial Modeling, Investments, Corporate Finance, Valuation, Financial Analysis, Risk Management, Investment Banking
Education
University of Pittsburgh 1998 — 2002
BA, Economics and Business Admin
Jonathan Reichsfeld Jonathan Reichsfeld's Credit Suisse Experience June 2013 - August 2013
Job Emerging Markets Trading Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs December 2013 - Present
Credit Suisse June 2013 - August 2013
Banco Mercantil Santa Cruz May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Teamwork, Public Speaking, English, Banking, Finance, Financial Analysis, Financial Modeling, Economics, Financial Statement...
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Finance
Santa Cruz Cooperative School (S.C.C.S.) 1997 — 2011
High School Diploma
Goldman Sachs July 2015 - Present
Goldman Sachs December 2013 - Present
Credit Suisse June 2013 - August 2013
Banco Mercantil Santa Cruz May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Social Media, Teamwork, Public Speaking, English, Banking, Finance, Financial Analysis, Financial Modeling, Economics, Financial Statement...
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Finance
Santa Cruz Cooperative School (S.C.C.S.) 1997 — 2011
High School Diploma
Jennifer Zhao's Credit Suisse Experience June 2011 - August 2011
Job Associate at Clayton Dubilier & Rice
Industry Financial Services
Experience
Citi Private Bank June 2012 - February 2015
Credit Suisse June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Equities, Fixed Income, Derivatives, Data Analysis, PowerPoint, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics
Citi Private Bank June 2012 - February 2015
Credit Suisse June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Equities, Fixed Income, Derivatives, Data Analysis, PowerPoint, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics
Rohak Doshi Rohak Doshi's Credit Suisse Experience May 2008 - May 2008
Job Analyst at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management August 2014 - Present
Leonard Green & Partners August 2012 - July 2014
Bank of America Merrill Lynch July 2010 - June 2012
Banc of America Securities June 2009 - August 2009
Sperry, Mitchell, and Company, Inc June 2008 - August 2008
Credit Suisse May 2008 - May 2008
Credit Suisse 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Corporate Finance, Due Diligence, Capital IQ, Financial Analysis, Capital Markets, DCF
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS in Economics, Concentrations: Finance and Accounting; Minor: History
Herricks High School 2002 — 2006
Moore Capital Management August 2014 - Present
Leonard Green & Partners August 2012 - July 2014
Bank of America Merrill Lynch July 2010 - June 2012
Banc of America Securities June 2009 - August 2009
Sperry, Mitchell, and Company, Inc June 2008 - August 2008
Credit Suisse May 2008 - May 2008
Credit Suisse 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, LBO, Private Equity, Corporate Finance, Due Diligence, Capital IQ, Financial Analysis, Capital Markets, DCF
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS in Economics, Concentrations: Finance and Accounting; Minor: History
Herricks High School 2002 — 2006
Ryan Changbum Kim Ryan Changbum Kim's Credit Suisse Experience June 2014 - July 2014
Job Student at University of Pennsylvania The Wharton School
Industry Investment Banking
Experience
Alliance Holdings October 2014 - December 2014
Mirae Asset Securities July 2014 - August 2014
Credit Suisse June 2014 - July 2014
Republic of Korea Army September 2011 - June 2013
Global Enterprise Challenge January 2010 - June 2010
CnB Color June 2008 - May 2010
Skills
Quantitative analysis, Qualitative Research, Investment Banking, Equity Research, Economics, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Bloomberg, Derivatives, Capital Markets, Microsoft Excel, Equities, Econometrics, Stata, PowerPoint, Investments, Financial Markets, Fixed Income, Microsoft Office, Macroeconomics, ThomsonOne
Education
University of Pennsylvania - The Wharton School 2010 — 2016
Bachelor of Science (BS), Economics
Hankuk Academy of Foreign Stuides 2007 — 2009
High School
Alliance Holdings October 2014 - December 2014
Mirae Asset Securities July 2014 - August 2014
Credit Suisse June 2014 - July 2014
Republic of Korea Army September 2011 - June 2013
Global Enterprise Challenge January 2010 - June 2010
CnB Color June 2008 - May 2010
Skills
Quantitative analysis, Qualitative Research, Investment Banking, Equity Research, Economics, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Bloomberg, Derivatives, Capital Markets, Microsoft Excel, Equities, Econometrics, Stata, PowerPoint, Investments, Financial Markets, Fixed Income, Microsoft Office, Macroeconomics, ThomsonOne
Education
University of Pennsylvania - The Wharton School 2010 — 2016
Bachelor of Science (BS), Economics
Hankuk Academy of Foreign Stuides 2007 — 2009
High School
Erin Gallagher's Credit Suisse Experience August 2010 - April 2012
Job Enterprise Spend Management at MUFG Americas
Industry Banking
Experience
MUFG Americas April 2012 - Present
Credit Suisse August 2010 - April 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers March 2008 - September 2008
Prudential Financial March 1997 - March 2008
Saks Fifth Avenue April 1995 - March 1997
The Limited August 1991 - March 1995
Keefe Managers Inc July 1989 - July 1991
Skills
Strategic Sourcing, Global Sourcing, Supply Management, Outsourcing, Vendor Management, Risk Management, Procurement, Contract Negotiation, Negotiation, Sourcing, Business Process..., Management Consulting, Mergers, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Management, Leadership, Asset Management, Cross-functional Team..., Strategic Planning, Financial Services, Process Improvement, Change Management, Business Analysis, Program Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Wheaton College (MA) 1985 — 1989
BA, Economics
MUFG Americas April 2012 - Present
Credit Suisse August 2010 - April 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers March 2008 - September 2008
Prudential Financial March 1997 - March 2008
Saks Fifth Avenue April 1995 - March 1997
The Limited August 1991 - March 1995
Keefe Managers Inc July 1989 - July 1991
Skills
Strategic Sourcing, Global Sourcing, Supply Management, Outsourcing, Vendor Management, Risk Management, Procurement, Contract Negotiation, Negotiation, Sourcing, Business Process..., Management Consulting, Mergers, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Management, Leadership, Asset Management, Cross-functional Team..., Strategic Planning, Financial Services, Process Improvement, Change Management, Business Analysis, Program Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Wheaton College (MA) 1985 — 1989
BA, Economics
Kyle Paster Kyle Paster's Credit Suisse Experience July 2009 - June 2011
Job
Industry Venture Capital & Private Equity
Experience
Silver Lake Partners July 2011 - Present
Credit Suisse July 2009 - June 2011
Credit Suisse June 2008 - August 2008
RBL Investments June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS in Economics, Finance, Entrepreneurship
Branson 2001 — 2005
MCDS
Silver Lake Partners July 2011 - Present
Credit Suisse July 2009 - June 2011
Credit Suisse June 2008 - August 2008
RBL Investments June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS in Economics, Finance, Entrepreneurship
Branson 2001 — 2005
MCDS
Fernanda Nicolau Mattar Fernanda Nicolau Mattar's Credit Suisse Experience July 2012 - April 2014
Job Global Director Sales Intelligence at AB InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev June 2015 - Present
Anheuser-Busch InBev April 2014 - May 2015
Credit Suisse July 2012 - April 2014
Credit Suisse June 2011 - August 2011
Accenture September 2005 - June 2010
Accenture September 2005 - December 2006
Coca Cola FEMSA May 2004 - August 2005
Skills
Strategy, Business Planning, Mergers, Market Analysis, Forecasting, Strategic Planning, Product Development, Acquisition Integration, Market Entry, Financial Modeling, Analysis, Sales Management, Management Consulting, Valuation, Corporate Finance, Due Diligence, Emerging Markets, Growth Strategies, Mergers & Acquisitions, Investment Banking, Corporate Development, Private Equity
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Entrepreneurial management
Escola de Engenharia Maua 2002 — 2006
Industrial Engineering
Anheuser-Busch InBev June 2015 - Present
Anheuser-Busch InBev April 2014 - May 2015
Credit Suisse July 2012 - April 2014
Credit Suisse June 2011 - August 2011
Accenture September 2005 - June 2010
Accenture September 2005 - December 2006
Coca Cola FEMSA May 2004 - August 2005
Skills
Strategy, Business Planning, Mergers, Market Analysis, Forecasting, Strategic Planning, Product Development, Acquisition Integration, Market Entry, Financial Modeling, Analysis, Sales Management, Management Consulting, Valuation, Corporate Finance, Due Diligence, Emerging Markets, Growth Strategies, Mergers & Acquisitions, Investment Banking, Corporate Development, Private Equity
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Entrepreneurial management
Escola de Engenharia Maua 2002 — 2006
Industrial Engineering
Dr. Richard Wolodkowicz Dr. Richard Wolodkowicz's Credit Suisse Experience August 2008 - September 2013
Job Senior Vice President at CITI
Industry Professional Training & Coaching
Experience
CITI September 2013 - Present
Ramapo College of New Jersey August 2010 - Present
Mind, Body and Goal LLC February 2008 - Present
Credit Suisse August 2008 - September 2013
University of Phoenix September 2009 - June 2012
Barclays Capital October 2005 - June 2008
University of Phoenix April 2003 - March 2008
Deutsche Bank February 1999 - October 2005
Bankers Trust Company December 1990 - February 1999
Dean Witter 1988 - 1989
Skills
Coaching, Leadership Development, Business Analysis, SDLC, Project Management, Change Management, Program Management, Project Planning, Budgets, Strategy, Leadership, Management Consulting, Training, Management, Process Improvement, Business Process..., Risk Management, Team Building, Strategic Planning, Organizational..., Vendor Management, Analysis, Business Strategy, Team Leadership, PMO, Requirements Analysis, Data Analysis, Software Project..., Banking, Governance, Analytics, Project Portfolio..., IT Strategy, CRM, Business Intelligence, PMP, Information Technology, Visio, Consulting, Outsourcing, Integration, Business Process, IT Management, People Skills, Cross-functional Team..., Resource Management, Business Transformation, Software Documentation, MS Project, Requirements Gathering
Education
University of Phoenix 2003 — 2008
Doctorate of Management, Leadership and Organizational Behavior
New York University - Leonard N. Stern School of Business 1994 — 1998
M.B.A., Management and Information Systems
Saint John's University 1982 — 1986
BS, Mathematics
Archibishop Molloy 1978 — 1982
CITI September 2013 - Present
Ramapo College of New Jersey August 2010 - Present
Mind, Body and Goal LLC February 2008 - Present
Credit Suisse August 2008 - September 2013
University of Phoenix September 2009 - June 2012
Barclays Capital October 2005 - June 2008
University of Phoenix April 2003 - March 2008
Deutsche Bank February 1999 - October 2005
Bankers Trust Company December 1990 - February 1999
Dean Witter 1988 - 1989
Skills
Coaching, Leadership Development, Business Analysis, SDLC, Project Management, Change Management, Program Management, Project Planning, Budgets, Strategy, Leadership, Management Consulting, Training, Management, Process Improvement, Business Process..., Risk Management, Team Building, Strategic Planning, Organizational..., Vendor Management, Analysis, Business Strategy, Team Leadership, PMO, Requirements Analysis, Data Analysis, Software Project..., Banking, Governance, Analytics, Project Portfolio..., IT Strategy, CRM, Business Intelligence, PMP, Information Technology, Visio, Consulting, Outsourcing, Integration, Business Process, IT Management, People Skills, Cross-functional Team..., Resource Management, Business Transformation, Software Documentation, MS Project, Requirements Gathering
Education
University of Phoenix 2003 — 2008
Doctorate of Management, Leadership and Organizational Behavior
New York University - Leonard N. Stern School of Business 1994 — 1998
M.B.A., Management and Information Systems
Saint John's University 1982 — 1986
BS, Mathematics
Archibishop Molloy 1978 — 1982
Tara Pauley's Credit Suisse Experience June 2008 - July 2008
Job Currency Derivative Broker at GFI Group
Industry Financial Services
Experience
GFI Group 2009 - Present
Credit Suisse June 2008 - July 2008
Zais Group June 2007 - August 2007
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor's Degree, Finance
GFI Group 2009 - Present
Credit Suisse June 2008 - July 2008
Zais Group June 2007 - August 2007
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor's Degree, Finance
Justin Waluch Justin Waluch's Credit Suisse Experience May 2008 - Present
Job Director Delta One Trading
Industry Banking
Experience
Credit Suisse May 2008 - Present
Plaid August 2012 - Present
Datacoup February 2014 - Present
Cutcaster September 2008 - Present
Deutsche Bank September 2002 - April 2008
Skills
ETFs, Investment Banking, Equities, Delta One, Valuation, Financial Modeling, Bloomberg, Derivatives, Hedge Funds, Emerging Markets, Hedging, Market Making
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Finance, Economic History
Pasadena Polytechnic
Credit Suisse May 2008 - Present
Plaid August 2012 - Present
Datacoup February 2014 - Present
Cutcaster September 2008 - Present
Deutsche Bank September 2002 - April 2008
Skills
ETFs, Investment Banking, Equities, Delta One, Valuation, Financial Modeling, Bloomberg, Derivatives, Hedge Funds, Emerging Markets, Hedging, Market Making
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Finance, Economic History
Pasadena Polytechnic
Riley McCluskey's Credit Suisse Experience June 2012 - August 2012
Job Sr. Business Analyst at Live Nation Entertainment
Industry Entertainment
Experience
Live Nation Entertainment February 2015 - Present
McKinsey & Company September 2013 - February 2015
Credit Suisse June 2012 - August 2012
Houlihan Lokey May 2011 - August 2011
Waters, McCluskey, and Boehle May 2009 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, M&A experience, Bloomberg, Mergers, Capital Markets, Capital IQ, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Economics- Finance
Loyola High School 2005 — 2009
Mirman
Live Nation Entertainment February 2015 - Present
McKinsey & Company September 2013 - February 2015
Credit Suisse June 2012 - August 2012
Houlihan Lokey May 2011 - August 2011
Waters, McCluskey, and Boehle May 2009 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, M&A experience, Bloomberg, Mergers, Capital Markets, Capital IQ, Equities, DCF
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science, Economics- Finance
Loyola High School 2005 — 2009
Mirman
Marnie Levine Marnie Levine's Credit Suisse Experience March 2010 - December 2013
Job Operation Control and Risk Management
Industry Investment Management
Experience
Janus Capital Group January 2013 - Present
Credit Suisse March 2010 - December 2013
TheMarkets.com 2008 - 2009
Morgan Stanley October 2003 - February 2008
Goldman Sachs 2000 - 2002
Whittman-Hart / marchFIRST 1999 - 2000
KPMG 1998 - 2000
US Customs and Boarder Protection 1992 - 1998
Skills
Program Management, Operational Risk..., RCSA, Metrics & Reporting, Control & Regulatory, Business Process..., Productivity Analysis, Six Sigma, Problem Solving, Root Cause Analysis, Data Analysis, Data Integrity, Change Management, Project Managmeent, SDLC, Agile Development, Budget & Resource..., Management, Analytics, Analysis, Fixed Income, Start-ups, Leadership, Strategic Planning, Risk Management, Operational Risk, Financial Services, Business Analysis, Agile Methodologies, Equities, Investment Banking
Education
American University
University of Pittsburgh
B.A., Political Science
Janus Capital Group January 2013 - Present
Credit Suisse March 2010 - December 2013
TheMarkets.com 2008 - 2009
Morgan Stanley October 2003 - February 2008
Goldman Sachs 2000 - 2002
Whittman-Hart / marchFIRST 1999 - 2000
KPMG 1998 - 2000
US Customs and Boarder Protection 1992 - 1998
Skills
Program Management, Operational Risk..., RCSA, Metrics & Reporting, Control & Regulatory, Business Process..., Productivity Analysis, Six Sigma, Problem Solving, Root Cause Analysis, Data Analysis, Data Integrity, Change Management, Project Managmeent, SDLC, Agile Development, Budget & Resource..., Management, Analytics, Analysis, Fixed Income, Start-ups, Leadership, Strategic Planning, Risk Management, Operational Risk, Financial Services, Business Analysis, Agile Methodologies, Equities, Investment Banking
Education
American University
University of Pittsburgh
B.A., Political Science
Ken Sena Ken Sena's Credit Suisse Experience June 2008 - June 2010
Job Managing Director, Internet Analyst at Evercore Institutional Equities
Industry Financial Services
Experience
Evercore Partners, Institutional Equities June 2010 - Present
Credit Suisse June 2008 - June 2010
Bear Stearns March 2007 - June 2008
MTV Networks / Logo December 2005 - March 2007
Time Inc. June 2000 - September 2005
Salomon Smith Barney July 1999 - June 2000
Skills
Equities, Valuation, Financial Modeling, Equity Research, Hedge Funds, Fixed Income, Equity Trading, DCF, Capital Markets, Investments, Corporate Development, Investment Banking, Investment Strategies, Investor Relations, Private Equity, Investment Management, M&A experience, Series 7, Asset Managment, Value Investing, Equity Valuation, Bloomberg, Venture Capital, Finance, Alternative Investments, Stock Picking, Securities, Financial Markets, Corporate Finance, Buy-side, Special Situations, Economics, Portfolio Management, Business Strategy, Series 63, IPO, Asset Allocation, Competitive Analysis, Mutual Funds, Institutional Investors, Due Diligence, Business Valuation, Emerging Markets, LBO, Sell Side, Trading, Bonds, Derivatives, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 1996 — 1999
BA/BS, Economics, Management
Evercore Partners, Institutional Equities June 2010 - Present
Credit Suisse June 2008 - June 2010
Bear Stearns March 2007 - June 2008
MTV Networks / Logo December 2005 - March 2007
Time Inc. June 2000 - September 2005
Salomon Smith Barney July 1999 - June 2000
Skills
Equities, Valuation, Financial Modeling, Equity Research, Hedge Funds, Fixed Income, Equity Trading, DCF, Capital Markets, Investments, Corporate Development, Investment Banking, Investment Strategies, Investor Relations, Private Equity, Investment Management, M&A experience, Series 7, Asset Managment, Value Investing, Equity Valuation, Bloomberg, Venture Capital, Finance, Alternative Investments, Stock Picking, Securities, Financial Markets, Corporate Finance, Buy-side, Special Situations, Economics, Portfolio Management, Business Strategy, Series 63, IPO, Asset Allocation, Competitive Analysis, Mutual Funds, Institutional Investors, Due Diligence, Business Valuation, Emerging Markets, LBO, Sell Side, Trading, Bonds, Derivatives, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 1996 — 1999
BA/BS, Economics, Management
Gennady Lvovsky's Credit Suisse Experience July 1997 - March 2008
Job Structured Trader
Industry Banking
Experience
ISM Asset Management March 2009 - May 2011
Credit Suisse July 1997 - March 2008
Skills
Equity Derivatives, Derivatives, Currency, Capital Markets, Financial Modeling, Trading, Structured Finance, Equities, Fixed Income, Investment Banking, Financial Markets, Credit, Structured Products, Financial Risk, Valuation, Trading Systems, Market Risk, Hedge Funds
Education
Wharton School, University of Pennsylvania 1993 — 1997
BS, Finance, mathematics (minor)
ISM Asset Management March 2009 - May 2011
Credit Suisse July 1997 - March 2008
Skills
Equity Derivatives, Derivatives, Currency, Capital Markets, Financial Modeling, Trading, Structured Finance, Equities, Fixed Income, Investment Banking, Financial Markets, Credit, Structured Products, Financial Risk, Valuation, Trading Systems, Market Risk, Hedge Funds
Education
Wharton School, University of Pennsylvania 1993 — 1997
BS, Finance, mathematics (minor)
Rebecca Vaughan's Credit Suisse Experience May 2011 - June 2012
Job
Industry Leisure, Travel & Tourism
Experience
Nantucket Clambake Co June 2015 - Present
S/V Summertime Rolls June 2012 - Present
Nantucket Safe Harbor for Animals June 2012 - Present
Credit Suisse May 2011 - June 2012
Credit Suisse July 2009 - May 2011
Credit Suisse September 2007 - July 2009
Credit Suisse November 2005 - September 2007
Column Technologies, Inc October 2003 - November 2005
Marsh December 2002 - April 2003
Globix May 2001 - June 2002
Skills
Project Management, Project Delivery, Product Adoption, Business Analysis, Architecture, Databases, Leadership, ITIL, SDLC, Requirements Gathering, PMP, IT Strategy, Program Management, Business Process..., Project Planning, Information Technology, Data Migration, Data Center, Integration, Architectures, PMO, Requirements Analysis
Education
University of Pittsburgh 1992 — 1995
BA, French, Art History
Nantucket Clambake Co June 2015 - Present
S/V Summertime Rolls June 2012 - Present
Nantucket Safe Harbor for Animals June 2012 - Present
Credit Suisse May 2011 - June 2012
Credit Suisse July 2009 - May 2011
Credit Suisse September 2007 - July 2009
Credit Suisse November 2005 - September 2007
Column Technologies, Inc October 2003 - November 2005
Marsh December 2002 - April 2003
Globix May 2001 - June 2002
Skills
Project Management, Project Delivery, Product Adoption, Business Analysis, Architecture, Databases, Leadership, ITIL, SDLC, Requirements Gathering, PMP, IT Strategy, Program Management, Business Process..., Project Planning, Information Technology, Data Migration, Data Center, Integration, Architectures, PMO, Requirements Analysis
Education
University of Pittsburgh 1992 — 1995
BA, French, Art History
Surya Fonny's Credit Suisse Experience August 2011 - May 2013
Job Corporate Finance Head at DSN Group
Industry Financial Services
Experience
DSN Group March 2014 - Present
Credit Suisse August 2011 - May 2013
Credit Suisse February 2010 - September 2011
BNP Paribas August 2008 - February 2010
Renaissance Capital Asia 2004 - 2005
Skills
Mergers & Acquisitions, Investment Banking, Restructuring
Education
University of Pennsylvania - The Wharton School 2006 — 2008
DSN Group March 2014 - Present
Credit Suisse August 2011 - May 2013
Credit Suisse February 2010 - September 2011
BNP Paribas August 2008 - February 2010
Renaissance Capital Asia 2004 - 2005
Skills
Mergers & Acquisitions, Investment Banking, Restructuring
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Anil Kharra's Credit Suisse Experience July 2007 - February 2008
Job Programmer Analyst at Sunrise Systems Inc
Industry Computer Software
Experience
Sunrise Systems Inc February 2008 - Present
Credit Suisse July 2007 - February 2008
KPIT Cummins Infosystems Ltd April 2005 - June 2007
Polaris Software Ltd June 2003 - April 2005
Financial Technologies 2001 - 2004
Skills
Microsoft SQL Server, Requirements Analysis
Education
University of Pune
Sunrise Systems Inc February 2008 - Present
Credit Suisse July 2007 - February 2008
KPIT Cummins Infosystems Ltd April 2005 - June 2007
Polaris Software Ltd June 2003 - April 2005
Financial Technologies 2001 - 2004
Skills
Microsoft SQL Server, Requirements Analysis
Education
University of Pune
Tim Frazier's Credit Suisse Experience January 2012 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2012 - Present
Credit Suisse 2005 - December 2011
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Credit Suisse January 2012 - Present
Credit Suisse 2005 - December 2011
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Laura Kim, CFA's Credit Suisse Experience June 2011 - August 2011
Job Assistant Vice President at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company May 2014 - Present
Moody's Investors Service June 2012 - April 2014
Credit Suisse June 2011 - August 2011
Fannie Mae September 2006 - May 2010
Fannie Mae August 2005 - August 2006
Skills
MBS, Trading, Risk Management, Loans, Agency MBS, Financial Modeling, Capital Markets, Fixed Income, Valuation, Bloomberg, Portfolio Management, Derivatives
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science, Management Science
Langley High School 1999 — 2001
Harvard Management Company May 2014 - Present
Moody's Investors Service June 2012 - April 2014
Credit Suisse June 2011 - August 2011
Fannie Mae September 2006 - May 2010
Fannie Mae August 2005 - August 2006
Skills
MBS, Trading, Risk Management, Loans, Agency MBS, Financial Modeling, Capital Markets, Fixed Income, Valuation, Bloomberg, Portfolio Management, Derivatives
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science, Management Science
Langley High School 1999 — 2001
Robert Klugman's Credit Suisse Experience June 1996 - Present
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 1996 - Present
Education
University of Pennsylvania - The Wharton School
Credit Suisse June 1996 - Present
Education
University of Pennsylvania - The Wharton School
Peter Shannon, CFA's Credit Suisse Experience June 2005 - April 2007
Job Derivatives Trader at Geneva Trading
Industry Financial Services
Experience
Geneva Trading May 2010 - Present
Mercury Marketplace August 2009 - June 2010
Hard 8 June 2007 - June 2009
Credit Suisse June 2005 - April 2007
Credit Suisse First Boston 2005 - 2007
Skills
Equities, Derivatives, Market Making, Trading, Financial Modeling, Electronic Trading, Trading Systems, Hedging, Trading Strategies, Investments, Proprietary Trading, Portfolio Management, Options, Bloomberg, Swaps, Fixed Income, Hedge Funds, Commodity
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Bachelor of Science in Economics, Finance, Legal Studies
Geneva Trading May 2010 - Present
Mercury Marketplace August 2009 - June 2010
Hard 8 June 2007 - June 2009
Credit Suisse June 2005 - April 2007
Credit Suisse First Boston 2005 - 2007
Skills
Equities, Derivatives, Market Making, Trading, Financial Modeling, Electronic Trading, Trading Systems, Hedging, Trading Strategies, Investments, Proprietary Trading, Portfolio Management, Options, Bloomberg, Swaps, Fixed Income, Hedge Funds, Commodity
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Bachelor of Science in Economics, Finance, Legal Studies
Dharmawan, Nikolaus's Credit Suisse Experience January 2008 - Present
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2008 - Present
Education
University of Pennsylvania - The Wharton School 2004 — 2007
Credit Suisse January 2008 - Present
Education
University of Pennsylvania - The Wharton School 2004 — 2007
Gary Gluck's Credit Suisse Experience January 2007 - Present
Job Deputy Head Global Treasury at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2007 - Present
Skills
Fixed Income, Structured Products, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1991 — 1991
MBA
University of Pennsylvania - The Wharton School
BS Economics
Credit Suisse January 2007 - Present
Skills
Fixed Income, Structured Products, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1991 — 1991
MBA
University of Pennsylvania - The Wharton School
BS Economics
Liyan Shen Malbacho's Credit Suisse Experience 2004 - 2006
Job Head of Finance Early Life Nutrition US at Danone
Industry Internet
Experience
Danone 2015 - Present
Macquarie Holdings 2010 - 2014
Greenbriar Equity Group 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Corporate Finance, Investment Banking, Valuation, Energy, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Dartmouth College 2000 — 2004
BA
Danone 2015 - Present
Macquarie Holdings 2010 - 2014
Greenbriar Equity Group 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Corporate Finance, Investment Banking, Valuation, Energy, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Dartmouth College 2000 — 2004
BA
Abhinav Mishra's Credit Suisse Experience October 2008 - August 2011
Job Senior Solution Architect at iCiDIGITAL CQ/AEM Certified Architect
Industry Information Technology and Services
Experience
iCiDIGITAL May 2015 - Present
SapientNitro September 2011 - May 2015
Credit Suisse October 2008 - August 2011
Infosys June 2002 - March 2008
CTIS INC 2008 - 2008
Pfizer 2002 - 2008
Skills
Java Enterprise Edition, Software Development, Oracle, Design Patterns, PL/SQL, Web Services, Agile Methodologies, Team Leadership, Distributed Team..., Mobile Applications, CMS, Architecture, Spring, JSP, Hibernate, Architectures, Tomcat, CQ5, Day Communique, Solution Architecture, Spring Framework, Java, Requirements Analysis, SDLC
Education
University of Pune
Master of Computer Applications (M.C.A.), Computer Science
iCiDIGITAL May 2015 - Present
SapientNitro September 2011 - May 2015
Credit Suisse October 2008 - August 2011
Infosys June 2002 - March 2008
CTIS INC 2008 - 2008
Pfizer 2002 - 2008
Skills
Java Enterprise Edition, Software Development, Oracle, Design Patterns, PL/SQL, Web Services, Agile Methodologies, Team Leadership, Distributed Team..., Mobile Applications, CMS, Architecture, Spring, JSP, Hibernate, Architectures, Tomcat, CQ5, Day Communique, Solution Architecture, Spring Framework, Java, Requirements Analysis, SDLC
Education
University of Pune
Master of Computer Applications (M.C.A.), Computer Science
Jonathan Osso's Credit Suisse Experience 2011 - 2011
Job Senior Manager at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young January 2012 - Present
IBM Global Business Services April 1999 - December 2011
Bank of Tokyo-Mitsubishi UFJ 2011 - 2011
Credit Suisse 2011 - 2011
Credit Suisse 2011 - 2011
National Oilwell Varco 2009 - 2010
American Express 2008 - 2008
Sherwin Williams 2006 - 2008
Prudential Financial 2003 - 2006
Teva Pharmaceuticals 2002 - 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1987
University of Pittsburgh 1982 — 1986
BA, Business/Economics Accounting
Waynesburg Central High School
Ernst & Young January 2012 - Present
IBM Global Business Services April 1999 - December 2011
Bank of Tokyo-Mitsubishi UFJ 2011 - 2011
Credit Suisse 2011 - 2011
Credit Suisse 2011 - 2011
National Oilwell Varco 2009 - 2010
American Express 2008 - 2008
Sherwin Williams 2006 - 2008
Prudential Financial 2003 - 2006
Teva Pharmaceuticals 2002 - 2003
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1987
University of Pittsburgh 1982 — 1986
BA, Business/Economics Accounting
Waynesburg Central High School
Lawrence H. Soh's Credit Suisse Experience September 2009 - 2013
Job Equity Derivatives Trader at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2009 - 2013
Merrill Lynch July 2007 - July 2009
STR Trading Partners, LLC January 2006 - June 2007
Wolverine Trading May 1998 - January 2006
Skills
Market Making, Equity Derivatives, Volatility, Options, Proprietary Trading, Electronic Trading, Trading Systems, Derivatives, Structured Products, Hedging, Equity Trading, Trading, Trading Strategies, Equities, Bloomberg
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Credit Suisse September 2009 - 2013
Merrill Lynch July 2007 - July 2009
STR Trading Partners, LLC January 2006 - June 2007
Wolverine Trading May 1998 - January 2006
Skills
Market Making, Equity Derivatives, Volatility, Options, Proprietary Trading, Electronic Trading, Trading Systems, Derivatives, Structured Products, Hedging, Equity Trading, Trading, Trading Strategies, Equities, Bloomberg
Education
University of Pennsylvania - The Wharton School 1994 — 1998
Devansh Patel, CFA's Credit Suisse Experience 1998 - 2003
Job Senior Managing Director at Ziegler Capital Management, LLC
Industry Investment Management
Experience
Ziegler Capital Management, LLC September 2014 - Present
Barclays Investment Bank 2011 - April 2014
Barclays Investment Bank 2009 - 2011
Barclays Investment Bank 2003 - 2009
Credit Suisse 1998 - 2003
McKinsey & Company 1997 - 1998
Deloitte & Touche 1993 - 1995
Coopers & Lybrand 1992 - 1993
Skills
Structured Finance, Structured Products, Financial Structuring, Valuation, Equity Derivatives, Credit, ABS, Loan Origination, Management Consulting, Series 7, Capital Markets, Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Strategy, Bonds, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1989 — 1992
Bachelor’s Degree, Finance, Accounting, and Public Policy
Stuyvesant HS 1987 — 1989
HS Diploma
Ziegler Capital Management, LLC September 2014 - Present
Barclays Investment Bank 2011 - April 2014
Barclays Investment Bank 2009 - 2011
Barclays Investment Bank 2003 - 2009
Credit Suisse 1998 - 2003
McKinsey & Company 1997 - 1998
Deloitte & Touche 1993 - 1995
Coopers & Lybrand 1992 - 1993
Skills
Structured Finance, Structured Products, Financial Structuring, Valuation, Equity Derivatives, Credit, ABS, Loan Origination, Management Consulting, Series 7, Capital Markets, Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Strategy, Bonds, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Wharton School 1989 — 1992
Bachelor’s Degree, Finance, Accounting, and Public Policy
Stuyvesant HS 1987 — 1989
HS Diploma
Douglas Trauber's Credit Suisse Experience 1990 - Present
Job Citigroup Global Head of Retail, Investment Banking
Industry Investment Banking
Experience
Citi August 2015 - Present
Credit Suisse 1990 - Present
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Washington University in St. Louis 1986 — 1990
BSBA
Citi August 2015 - Present
Credit Suisse 1990 - Present
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Washington University in St. Louis 1986 — 1990
BSBA
David Schell's Credit Suisse Experience 2009 - 2010
Job Executive Director at UBS Investment Bank
Industry Commercial Real Estate
Experience
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Nina Neer's Credit Suisse Experience May 2006 - January 2009
Job Vice President at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs August 2011 - Present
Goldman Sachs January 2009 - August 2011
Credit Suisse May 2006 - January 2009
JP Morgan 1999 - 2005
Morgan Stanley October 1988 - June 1999
American Management Systems (AMS) September 1986 - October 1988
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Derivatives
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Decision Science
Goldman Sachs August 2011 - Present
Goldman Sachs January 2009 - August 2011
Credit Suisse May 2006 - January 2009
JP Morgan 1999 - 2005
Morgan Stanley October 1988 - June 1999
American Management Systems (AMS) September 1986 - October 1988
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Derivatives
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Decision Science
Deepthi Anand's Credit Suisse Experience August 2010 - November 2012
Job Business Program Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse - Private Banking November 2012 - Present
Credit Suisse August 2010 - November 2012
Credit Suisse September 2007 - August 2010
University of Pittsburgh May 2004 - April 2006
Skills
Business Analysis, Management, Banking, Financial Services, Risk Management, Investment Banking, Equities, SDLC, Fixed Income, Business Process
Education
University of Pittsburgh
MS, Electrical Engineering
Credit Suisse - Private Banking November 2012 - Present
Credit Suisse August 2010 - November 2012
Credit Suisse September 2007 - August 2010
University of Pittsburgh May 2004 - April 2006
Skills
Business Analysis, Management, Banking, Financial Services, Risk Management, Investment Banking, Equities, SDLC, Fixed Income, Business Process
Education
University of Pittsburgh
MS, Electrical Engineering
Mike Plancey, CFA's Credit Suisse Experience May 2005 - July 2010
Job Senior Analyst at NN Investment Partners
Industry Investment Management
Experience
NN Investment Partners (fka ING Investment Management) March 2012 - Present
Strategic Value Partners September 2011 - February 2012
UBS July 2010 - September 2011
Credit Suisse May 2005 - July 2010
Blaylock & Company February 2004 - May 2005
Assured Guaranty January 2003 - January 2004
Merrill Lynch July 1996 - February 2002
Skills
Leveraged Finance, Investments, Bonds, High Yield, Capital Structure, Loans, Credit Analysis, Asset Management, Asset Managment, Bloomberg, Capital Markets, Hedge Funds, Financial Structuring, Credit, Credit Risk, Fixed Income Analysis, Valuation, Fixed Income, Investment Banking, Portfolio Management, Credit Derivatives, Alternative Investments
Education
Wharton School, University of Pennsylvania 1990 — 1994
bse, finance
NN Investment Partners (fka ING Investment Management) March 2012 - Present
Strategic Value Partners September 2011 - February 2012
UBS July 2010 - September 2011
Credit Suisse May 2005 - July 2010
Blaylock & Company February 2004 - May 2005
Assured Guaranty January 2003 - January 2004
Merrill Lynch July 1996 - February 2002
Skills
Leveraged Finance, Investments, Bonds, High Yield, Capital Structure, Loans, Credit Analysis, Asset Management, Asset Managment, Bloomberg, Capital Markets, Hedge Funds, Financial Structuring, Credit, Credit Risk, Fixed Income Analysis, Valuation, Fixed Income, Investment Banking, Portfolio Management, Credit Derivatives, Alternative Investments
Education
Wharton School, University of Pennsylvania 1990 — 1994
bse, finance
Talal Khan, CFA's Credit Suisse Experience April 2014 - Present
Job Investment Professional: Growth Equity / VC Investments at Credit Suisse
Industry Venture Capital & Private Equity
Experience
Credit Suisse April 2014 - Present
Credit Suisse April 2011 - April 2014
FG Advisors February 2009 - April 2011
Atlas Capital May 2008 - July 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.Sc
Karachi Grammar School 1989 — 2004
O and A levels
Credit Suisse April 2014 - Present
Credit Suisse April 2011 - April 2014
FG Advisors February 2009 - April 2011
Atlas Capital May 2008 - July 2008
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.Sc
Karachi Grammar School 1989 — 2004
O and A levels
Elana Mizrahi, CFA's Credit Suisse Experience July 2011 - December 2013
Job Investor Relations Associate at Monarch Alternative Capital
Industry Capital Markets
Experience
Monarch Alternative Capital January 2014 - Present
Credit Suisse July 2011 - December 2013
Asset Management Finance June 2009 - July 2011
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Finance, Economics
Monarch Alternative Capital January 2014 - Present
Credit Suisse July 2011 - December 2013
Asset Management Finance June 2009 - July 2011
Education
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Finance, Economics
Amir Bashir's Credit Suisse Experience June 2000 - July 2015
Job Senior Business Analyst | PM
Industry Banking
Experience
Deutsche Bank July 2015 - Present
Perficient July 2015 - Present
Credit Suisse June 2000 - July 2015
AAJ Technologies February 1999 - June 2000
Carnival Cruise Line February 1999 - 1999
Skills
Business Analysis, PMP, Requirements Gathering, MS Project, Microsoft SQL Server, .NET, C#, ASP, SDLC, Software Project..., Fixed Income, Requirements Analysis, Risk Management, Inspiring People, People-oriented, Waterfall, Software Development, Integration, Visual Basic, Investment Banking, IT Strategy, PMO, SQL, Enterprise Architecture, Project Management, Program Management, Architecture, Data Warehousing, Sybase, Project Portfolio..., Databases, Data Modeling, Architectures
Education
University of Phoenix 2006 — 2007
MIS, Computer Science
Pak-American Institute of Management Sciences 1993 — 1994
Master of Business Administration (MBA), Finance, Marketing
University of the Punjab, Lahore
Bachelor's degree, Maths, Physics
Deutsche Bank July 2015 - Present
Perficient July 2015 - Present
Credit Suisse June 2000 - July 2015
AAJ Technologies February 1999 - June 2000
Carnival Cruise Line February 1999 - 1999
Skills
Business Analysis, PMP, Requirements Gathering, MS Project, Microsoft SQL Server, .NET, C#, ASP, SDLC, Software Project..., Fixed Income, Requirements Analysis, Risk Management, Inspiring People, People-oriented, Waterfall, Software Development, Integration, Visual Basic, Investment Banking, IT Strategy, PMO, SQL, Enterprise Architecture, Project Management, Program Management, Architecture, Data Warehousing, Sybase, Project Portfolio..., Databases, Data Modeling, Architectures
Education
University of Phoenix 2006 — 2007
MIS, Computer Science
Pak-American Institute of Management Sciences 1993 — 1994
Master of Business Administration (MBA), Finance, Marketing
University of the Punjab, Lahore
Bachelor's degree, Maths, Physics
Nicole Ferszt's Credit Suisse Experience June 2010 - June 2012
Job Director Global Organization Design & Development at The Estée Lauder Companies Inc.
Industry Retail
Experience
The Estée Lauder Companies Inc. January 2015 - Present
The Estée Lauder Companies Inc. July 2014 - December 2014
The Wharton School August 2012 - May 2014
LVMH Fashion Division NA 2013 - 2013
Credit Suisse June 2010 - June 2012
HSBC Securities June 2008 - June 2010
Skills
Organizational Design, Strategy, Organizational..., Human Resources, Valuation, Private Equity, Investments, Operations Management, Strategic Planning, Banking, Finance, Investment Banking, Corporate Finance, Asset Management, Risk Management, Leadership, Capital Markets, Portfolio Management, Equities, Financial Modeling, Due Diligence, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BSc, Finance, Marketing
The Estée Lauder Companies Inc. January 2015 - Present
The Estée Lauder Companies Inc. July 2014 - December 2014
The Wharton School August 2012 - May 2014
LVMH Fashion Division NA 2013 - 2013
Credit Suisse June 2010 - June 2012
HSBC Securities June 2008 - June 2010
Skills
Organizational Design, Strategy, Organizational..., Human Resources, Valuation, Private Equity, Investments, Operations Management, Strategic Planning, Banking, Finance, Investment Banking, Corporate Finance, Asset Management, Risk Management, Leadership, Capital Markets, Portfolio Management, Equities, Financial Modeling, Due Diligence, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BSc, Finance, Marketing
Jesslyne Widjaja's Credit Suisse Experience June 2009 - August 2009
Job Investment Banking Associate at Citi
Industry Financial Services
Experience
Citi August 2010 - Present
Credit Suisse June 2009 - August 2009
Deloitte Consulting 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Citi August 2010 - Present
Credit Suisse June 2009 - August 2009
Deloitte Consulting 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Wendy Beausejour's Credit Suisse Experience February 2010 - March 2013
Job Desktop Support at Walton
Industry Information Technology and Services
Experience
Walton Group of Companies April 2014 - Present
TTI of USA April 2013 - March 2014
Credit Suisse February 2010 - March 2013
Goldman Sachs December 2009 - February 2010
Skills
Microsoft Office, Microsoft Exchange, Blackberry, iPhone, Windows 7, Windows XP Pro, Active Directory, DHCP, Blackberry Enterprise..., VPN, Troubleshooting, Computer Hardware, Hardware Support, Computer Repair, McAfee, Symantec Endpoint..., CCleaner, LogMeIn, QuickBooks, Printers, Software Installation, Bloomberg Terminal, Windows Server, Network Administration, BMC Remedy, Switches, Routers, Cisco VoIP, Avaya, Nortel, shortel
Education
University of Phoenix 2010 — 2012
information technology
Per Scholas 2009 — 2009
information technology, Computer and Information Sciences and Support Services
Walton Group of Companies April 2014 - Present
TTI of USA April 2013 - March 2014
Credit Suisse February 2010 - March 2013
Goldman Sachs December 2009 - February 2010
Skills
Microsoft Office, Microsoft Exchange, Blackberry, iPhone, Windows 7, Windows XP Pro, Active Directory, DHCP, Blackberry Enterprise..., VPN, Troubleshooting, Computer Hardware, Hardware Support, Computer Repair, McAfee, Symantec Endpoint..., CCleaner, LogMeIn, QuickBooks, Printers, Software Installation, Bloomberg Terminal, Windows Server, Network Administration, BMC Remedy, Switches, Routers, Cisco VoIP, Avaya, Nortel, shortel
Education
University of Phoenix 2010 — 2012
information technology
Per Scholas 2009 — 2009
information technology, Computer and Information Sciences and Support Services
Shannon Roper's Credit Suisse Experience June 2005 - August 2009
Job
Industry Investment Banking
Experience
LPL Financial December 2013 - September 2014
JPMorgan Chase February 2011 - May 2012
Bank of America October 2009 - February 2011
Credit Suisse June 2005 - August 2009
Skills
Outlook, Quickbooks, Microsoft Office, Concur, AMEX travel, Salesforce.com, Lotus Notes, Time Management, Google Apps, Organization Skills, At Multitasking, Social Media, Customer Service, Handle Confidential..., CRM Databases, Microsoft Excel, PowerPoint
Education
University of Phoenix 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.06
University of Phoenix 2004 — 2008
Bachelor of Science, Business Administration, 3.6 GPA
LPL Financial December 2013 - September 2014
JPMorgan Chase February 2011 - May 2012
Bank of America October 2009 - February 2011
Credit Suisse June 2005 - August 2009
Skills
Outlook, Quickbooks, Microsoft Office, Concur, AMEX travel, Salesforce.com, Lotus Notes, Time Management, Google Apps, Organization Skills, At Multitasking, Social Media, Customer Service, Handle Confidential..., CRM Databases, Microsoft Excel, PowerPoint
Education
University of Phoenix 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.06
University of Phoenix 2004 — 2008
Bachelor of Science, Business Administration, 3.6 GPA
Jonathan Kasirer's Credit Suisse Experience July 2009 - September 2010
Job Partner at Western Avenue Capital
Industry Real Estate
Experience
Western Avenue Capital April 2014 - Present
Colony Capital January 2013 - April 2014
AREA Property Partners (fka Apollo Real Estate Advisors) September 2010 - January 2013
Credit Suisse July 2009 - September 2010
Credit Suisse June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
Western Avenue Capital April 2014 - Present
Colony Capital January 2013 - April 2014
AREA Property Partners (fka Apollo Real Estate Advisors) September 2010 - January 2013
Credit Suisse July 2009 - September 2010
Credit Suisse June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance
Gareth Stageman's Credit Suisse Experience August 2000 - June 2003
Job Head of IT, UBS Nashville Business Service Center
Industry Information Technology and Services
Experience
UBS July 2014 - Present
Delta Onshore (part of GCCT Assets LLC) November 2013 - Present
Deutsche Bank August 2010 - January 2014
Deutsche Bank July 2004 - November 2010
Deutsche Bank June 2003 - July 2004
Credit Suisse August 2000 - June 2003
Skills
Fixed Income, Trading Systems, Investment Banking, Derivatives, FX Options, Trading, Strategy, Risk Management, Equities, Electronic Trading, IT Strategy, Financial Risk, Credit Derivatives, Software Development, Financial Markets, Governance, Market Risk, Team Building, Team Leadership, Program Management, Business Analysis, Market Data, Capital Markets, Vendor Management, Proprietary Trading, Global Management, Middle Office, Options, Bloomberg, Prime Brokerage, Hedge Funds, Outsourcing, Commodity, Bonds, Equity Derivatives, Portfolio Management, Swaps, Reference Data, Offshoring, Securities, Financial Services, Banking, Structured Products, Emerging Markets, Finance, Software Project..., Enterprise Software, Agile Project Management, Solution Architecture, Back Office
Education
University of Portsmouth
UBS July 2014 - Present
Delta Onshore (part of GCCT Assets LLC) November 2013 - Present
Deutsche Bank August 2010 - January 2014
Deutsche Bank July 2004 - November 2010
Deutsche Bank June 2003 - July 2004
Credit Suisse August 2000 - June 2003
Skills
Fixed Income, Trading Systems, Investment Banking, Derivatives, FX Options, Trading, Strategy, Risk Management, Equities, Electronic Trading, IT Strategy, Financial Risk, Credit Derivatives, Software Development, Financial Markets, Governance, Market Risk, Team Building, Team Leadership, Program Management, Business Analysis, Market Data, Capital Markets, Vendor Management, Proprietary Trading, Global Management, Middle Office, Options, Bloomberg, Prime Brokerage, Hedge Funds, Outsourcing, Commodity, Bonds, Equity Derivatives, Portfolio Management, Swaps, Reference Data, Offshoring, Securities, Financial Services, Banking, Structured Products, Emerging Markets, Finance, Software Project..., Enterprise Software, Agile Project Management, Solution Architecture, Back Office
Education
University of Portsmouth
Greg Parseghian's Credit Suisse Experience 1982 - 1992
Job Parseghian Investment Advisors
Industry Investment Management
Experience
Parseghian Investment Advisors May 2005 - Present
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Freddie Mac 1995 - 2003
Salomon Brothers 1994 - 1995
BlackRock 1992 - 1994
Credit Suisse 1982 - 1992
CS First Boston 1982 - 1992
Credit Suisse First Boston 1982 - 1992
Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1978 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics
Parseghian Investment Advisors May 2005 - Present
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Smooth Ambler Spirits 2009 - 2014
Freddie Mac 1995 - 2003
Salomon Brothers 1994 - 1995
BlackRock 1992 - 1994
Credit Suisse 1982 - 1992
CS First Boston 1982 - 1992
Credit Suisse First Boston 1982 - 1992
Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1978 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1978 — 1982
BS, Economics
Haegin Chang's Credit Suisse Experience July 2010 - June 2013
Job Associate at Advent International
Industry Venture Capital & Private Equity
Experience
Advent International July 2013 - Present
Credit Suisse July 2010 - June 2013
Skills
Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers, Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Advent International July 2013 - Present
Credit Suisse July 2010 - June 2013
Skills
Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mergers, Valuation, Investments
Education
University of Pennsylvania - The Wharton School 2006 — 2010
Madelyn Moelis's Credit Suisse Experience June 2011 - August 2011
Job Associate Manager, Product & Insights at Zola.com
Industry Apparel & Fashion
Experience
Zola.com July 2015 - Present
Zola.com July 2014 - June 2015
Warby Parker March 2013 - July 2014
Warby Parker June 2012 - February 2013
Credit Suisse June 2011 - August 2011
Polo Ralph Lauren June 2010 - August 2010
The Doneger Group June 2010 - August 2010
Skills
Customer Experience, Sales, Market Research, Customer Insight, Merchandising, Marketing Strategy, Data Analysis
Education
University of Pennsylvania - The Wharton School
BS Economics, Marketing
Rye Country Day School
Zola.com July 2015 - Present
Zola.com July 2014 - June 2015
Warby Parker March 2013 - July 2014
Warby Parker June 2012 - February 2013
Credit Suisse June 2011 - August 2011
Polo Ralph Lauren June 2010 - August 2010
The Doneger Group June 2010 - August 2010
Skills
Customer Experience, Sales, Market Research, Customer Insight, Merchandising, Marketing Strategy, Data Analysis
Education
University of Pennsylvania - The Wharton School
BS Economics, Marketing
Rye Country Day School
Kristen Essek's Credit Suisse Experience April 2008 - February 2013
Job Senior Recruiter Deutsche Bank
Industry Banking
Experience
Deutsche Bank (through Advantage xPO) October 2014 - Present
QBE North America April 2013 - October 2014
Credit Suisse April 2008 - February 2013
Strategic Workforce Solutions April 2006 - April 2008
Credit Suisse Securities (USA) LLC January 2006 - April 2006
The BISYS Group, Inc February 2005 - January 2006
Skills
Onboarding, Talent Acquisition, Recruiting, Human Resources, Employee Relations, Interviews, Payroll, Employee Benefits, Deferred Compensation, HR Policies
Education
University of Pittsburgh 1998 — 2002
Bachelor of Arts, Criminal Justice
Deutsche Bank (through Advantage xPO) October 2014 - Present
QBE North America April 2013 - October 2014
Credit Suisse April 2008 - February 2013
Strategic Workforce Solutions April 2006 - April 2008
Credit Suisse Securities (USA) LLC January 2006 - April 2006
The BISYS Group, Inc February 2005 - January 2006
Skills
Onboarding, Talent Acquisition, Recruiting, Human Resources, Employee Relations, Interviews, Payroll, Employee Benefits, Deferred Compensation, HR Policies
Education
University of Pittsburgh 1998 — 2002
Bachelor of Arts, Criminal Justice
Naveed Tejany's Credit Suisse Experience 2007 - 2010
Job
Industry Internet
Experience
OJO Labs 2015 - Present
Main Street Hub 2014 - 2015
Yodle 2010 - 2012
Credit Suisse 2007 - 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S.
OJO Labs 2015 - Present
Main Street Hub 2014 - 2015
Yodle 2010 - 2012
Credit Suisse 2007 - 2010
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S.
Erik Herrmann's Credit Suisse Experience Senior AssociateCircle Peak CapitalOctober 2007 - July 2009
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Senior AssociateCircle Peak CapitalOctober 2007 - July 2009
Education
University of Pennsylvania - The Wharton School
BA / BS, Finance
Yale University
MBA, Finance
Credit Suisse Senior AssociateCircle Peak CapitalOctober 2007 - July 2009
Education
University of Pennsylvania - The Wharton School
BA / BS, Finance
Yale University
MBA, Finance
Erik Herrmann's Credit Suisse Experience July 2009 - December 2010
Job Vice President at CapitalSpring
Industry Venture Capital & Private Equity
Experience
CapitalSpring April 2012 - Present
CapitalSpring Private Equity November 2010 - April 2012
Credit Suisse July 2009 - December 2010
Circle Peak Capital September 2007 - July 2009
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Mergers, Restructuring, Financial Analysis, Due Diligence, Corporate Finance, Equities, Investments, Management Consulting, Asset Managment, Business Strategy, Venture Capital, Corporate Development, Capital Markets, Business Development, Portfolio Management, Mergers & Acquisitions, Asset Management, Leveraged Finance, LBO
Education
University of Pennsylvania - The Wharton School
Yale University
CapitalSpring April 2012 - Present
CapitalSpring Private Equity November 2010 - April 2012
Credit Suisse July 2009 - December 2010
Circle Peak Capital September 2007 - July 2009
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, Mergers, Restructuring, Financial Analysis, Due Diligence, Corporate Finance, Equities, Investments, Management Consulting, Asset Managment, Business Strategy, Venture Capital, Corporate Development, Capital Markets, Business Development, Portfolio Management, Mergers & Acquisitions, Asset Management, Leveraged Finance, LBO
Education
University of Pennsylvania - The Wharton School
Yale University
Andy Canovali's Credit Suisse Experience June 2013 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2013 - Present
Credit Suisse May 2012 - August 2012
Wynston Hill Capital, LLC May 2011 - August 2011
The Mobile Solution (T-Mobile) April 2007 - October 2009
Skills
Portfolio Management, Investment Banking, Valuation, Equities, Financial Modeling, Capital IQ, Financial Analysis, Trading, Finance, Capital Markets, Derivatives, Investments, Hedge Funds, Strategic Financial..., Corporate Finance, Bloomberg, Microsoft Excel, Economics, Start-ups, Bloomberg Terminal, Banking
Education
University of Pittsburgh 2010 — 2013
Bachelor of Science, Finance and Economics
Credit Suisse June 2013 - Present
Credit Suisse May 2012 - August 2012
Wynston Hill Capital, LLC May 2011 - August 2011
The Mobile Solution (T-Mobile) April 2007 - October 2009
Skills
Portfolio Management, Investment Banking, Valuation, Equities, Financial Modeling, Capital IQ, Financial Analysis, Trading, Finance, Capital Markets, Derivatives, Investments, Hedge Funds, Strategic Financial..., Corporate Finance, Bloomberg, Microsoft Excel, Economics, Start-ups, Bloomberg Terminal, Banking
Education
University of Pittsburgh 2010 — 2013
Bachelor of Science, Finance and Economics
Justin Wass's Credit Suisse Experience August 2010 - April 2011
Job Complex Risk Officer, Vice President at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney April 2011 - November 2012
Credit Suisse August 2010 - April 2011
Education
New York University, Stern School of Business 2012 — 2016
MBA Candidate, Concentrations in Finance, Banking, and Management
University of Pittsburgh 2005 — 2009
BSBA, Finance, International Business, Eastern European Studies
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney April 2011 - November 2012
Credit Suisse August 2010 - April 2011
Education
New York University, Stern School of Business 2012 — 2016
MBA Candidate, Concentrations in Finance, Banking, and Management
University of Pittsburgh 2005 — 2009
BSBA, Finance, International Business, Eastern European Studies
Pierre Safa's Credit Suisse Experience June 2012 - August 2012
Job Research Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Tree Capital LLC January 2014 - October 2014
Hamilton Lane July 2013 - December 2013
Credit Suisse June 2012 - August 2012
Credit Suisse May 2011 - August 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Mergers and Acquisitions, Finance, Statistics, Mathematics, Mergers, Corporate Finance, Mergers & Acquisitions, Private Equity, Emerging Markets, Equity Research, Hedge Funds, Bloomberg
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Huntsman Program in International Studies and Business
Goldman Sachs November 2014 - Present
Tree Capital LLC January 2014 - October 2014
Hamilton Lane July 2013 - December 2013
Credit Suisse June 2012 - August 2012
Credit Suisse May 2011 - August 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Mergers and Acquisitions, Finance, Statistics, Mathematics, Mergers, Corporate Finance, Mergers & Acquisitions, Private Equity, Emerging Markets, Equity Research, Hedge Funds, Bloomberg
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Huntsman Program in International Studies and Business
Amit Haval's Credit Suisse Experience October 2008 - February 2013
Job QA Manager at BNY Mellon
Industry Banking
Experience
BNY Mellon June 2015 - Present
UBS Wealth Management March 2013 - June 2015
Credit Suisse October 2008 - February 2013
Wachovia June 2007 - September 2008
Symphony Services Pvt. Ltd. June 2006 - June 2007
Covelix Technologies Pvt. Ltd. March 2005 - June 2006
Peocit Technologies Pvt. Ltd. August 2003 - March 2005
Skills
Quality Center, Test Management, Test Planning, Test Strategy, Manual Testing, Regression Testing, User Acceptance Testing, System Testing, Defect Tracking, Software Quality..., Test Cases, Testing, QTP, Quality Assurance, Test Automation, Agile Testing, SDLC, JIRA, Performance Testing, Integration Testing, HP Quality Center, HP QTP
Education
University of Pune
B.E.
BNY Mellon June 2015 - Present
UBS Wealth Management March 2013 - June 2015
Credit Suisse October 2008 - February 2013
Wachovia June 2007 - September 2008
Symphony Services Pvt. Ltd. June 2006 - June 2007
Covelix Technologies Pvt. Ltd. March 2005 - June 2006
Peocit Technologies Pvt. Ltd. August 2003 - March 2005
Skills
Quality Center, Test Management, Test Planning, Test Strategy, Manual Testing, Regression Testing, User Acceptance Testing, System Testing, Defect Tracking, Software Quality..., Test Cases, Testing, QTP, Quality Assurance, Test Automation, Agile Testing, SDLC, JIRA, Performance Testing, Integration Testing, HP Quality Center, HP QTP
Education
University of Pune
B.E.
Francis Hager's Credit Suisse Experience October 2000 - April 2008
Job Managing Partner, OppCAP Group
Industry Investment Management
Experience
OppCAP Group April 2011 - Present
Stone Tower Capital April 2008 - December 2010
Credit Suisse October 2000 - April 2008
DLJ February 2000 - October 2000
Morgan Stanley July 1984 - February 2000
Skills
Asset management..., Investments, Private Equity, Credit, Equities, Portfolio Management
Education
Oriel College, University of Oxford 1979 — 1981
M.Phil, Economics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
OppCAP Group April 2011 - Present
Stone Tower Capital April 2008 - December 2010
Credit Suisse October 2000 - April 2008
DLJ February 2000 - October 2000
Morgan Stanley July 1984 - February 2000
Skills
Asset management..., Investments, Private Equity, Credit, Equities, Portfolio Management
Education
Oriel College, University of Oxford 1979 — 1981
M.Phil, Economics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
John Popp's Credit Suisse Experience 1997 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse 1997 - Present
Skills
Alternative Investments, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investment Banking, Structured Finance
Education
Wharton School, University of Pennsylvania 1980 — 1982
MBA
Credit Suisse 1997 - Present
Skills
Alternative Investments, Capital Markets, Derivatives, Fixed Income, Hedge Funds, Investment Banking, Structured Finance
Education
Wharton School, University of Pennsylvania 1980 — 1982
MBA
Leo Kofman's Credit Suisse Experience June 2007 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2007 - Present
Morgan Joseph TriArtisan LLC June 2004 - May 2007
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Valuation, Venture Capital, Bloomberg, Financial Analysis, Hedge Funds, Investments, Mergers
Education
Wharton School, University of Pennsylvania 2001 — 2004
BSc, Finance, Accounting
Credit Suisse June 2007 - Present
Morgan Joseph TriArtisan LLC June 2004 - May 2007
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Valuation, Venture Capital, Bloomberg, Financial Analysis, Hedge Funds, Investments, Mergers
Education
Wharton School, University of Pennsylvania 2001 — 2004
BSc, Finance, Accounting
Natalia Kogay's Credit Suisse Experience June 2010 - August 2010
Job Analyst at MSD Capital, L.P.
Industry Financial Services
Experience
MSD Capital, L.P. August 2015 - Present
Morgan Stanley June 2011 - July 2015
Credit Suisse June 2010 - August 2010
Renaissance Capital October 2009 - December 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor's, Finance
MSD Capital, L.P. August 2015 - Present
Morgan Stanley June 2011 - July 2015
Credit Suisse June 2010 - August 2010
Renaissance Capital October 2009 - December 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor's, Finance
Natasha Li's Credit Suisse Experience July 2005 - July 2007
Job Vice President at Ares Management
Industry Investment Management
Experience
Ares Management June 2010 - Present
Ares Management August 2007 - June 2010
Credit Suisse July 2005 - July 2007
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science, Economics
Arcadia High
Ares Management June 2010 - Present
Ares Management August 2007 - June 2010
Credit Suisse July 2005 - July 2007
Education
Wharton School, University of Pennsylvania 2001 — 2005
Bachelor of Science, Economics
Arcadia High
Yan Jin's Credit Suisse Experience July 2009 - Present
Job Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2009 - Present
Deutsche Bank July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, VBA, Business Strategy, Strategic Consulting, Marketing Strategy, Strategic Planning, Microsoft Office, Email Marketing, Social Media, Social Media Marketing, Microsoft Excel, Customer Service, Project Management, Microsoft Word, PowerPoint, Change Management, Banking, Negotiation, SQL
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (BS), Finance, General
Credit Suisse July 2009 - Present
Deutsche Bank July 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, VBA, Business Strategy, Strategic Consulting, Marketing Strategy, Strategic Planning, Microsoft Office, Email Marketing, Social Media, Social Media Marketing, Microsoft Excel, Customer Service, Project Management, Microsoft Word, PowerPoint, Change Management, Banking, Negotiation, SQL
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (BS), Finance, General
Mourad Kattan's Credit Suisse Experience June 2013 - August 2013
Job Analyst at H/2 Capital Partners
Industry Banking
Experience
H/2 Capital Partners July 2014 - Present
Kattan Test Prep, Inc. January 2010 - June 2014
Credit Suisse June 2013 - August 2013
Berkman Law Office June 2012 - August 2012
Education
Wharton Business School 2010 — 2014
BS, Finance
Yeshivah of Flatbush High School 2005 — 2009
H/2 Capital Partners July 2014 - Present
Kattan Test Prep, Inc. January 2010 - June 2014
Credit Suisse June 2013 - August 2013
Berkman Law Office June 2012 - August 2012
Education
Wharton Business School 2010 — 2014
BS, Finance
Yeshivah of Flatbush High School 2005 — 2009
olga autie's Credit Suisse Experience May 2007 - May 2008
Job CSR at Valley National Bank
Industry Public Relations and Communications
Experience
Valley National Bank November 2009 - June 2013
Credit Suisse May 2007 - May 2008
Time Warner Cable February 1998 - November 2006
Skills
Banking, Credit, Commercial Banking, Loans, Customer Service, Commercial Lending, Call Centers, Customer Satisfaction, Outlook, Data Entry, Microsoft Excel
Education
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications
Valley National Bank November 2009 - June 2013
Credit Suisse May 2007 - May 2008
Time Warner Cable February 1998 - November 2006
Skills
Banking, Credit, Commercial Banking, Loans, Customer Service, Commercial Lending, Call Centers, Customer Satisfaction, Outlook, Data Entry, Microsoft Excel
Education
University of Phoenix 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business/Corporate Communications
Dina Shin's Credit Suisse Experience July 2012 - November 2014
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group December 2014 - Present
Credit Suisse July 2012 - November 2014
Credit Suisse July 2010 - June 2012
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Finance
The Blackstone Group December 2014 - Present
Credit Suisse July 2012 - November 2014
Credit Suisse July 2010 - June 2012
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Finance
Thomas Hollenden's Credit Suisse Experience December 2014 - February 2015
Job Loan Doc Specialist at VantageSouth Bank
Industry Banking
Experience
Wells Fargo Home Mortgage May 2015 - Present
Credit Suisse December 2014 - February 2015
VantageSouth Bank July 2011 - December 2014
The Walt Disney Company September 2008 - October 2009
Pizza Hut September 2003 - September 2008
Skills
Mortgage Lending, Loans, Credit, Customer Service, Banking, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Data Entry, Underwriting, PowerPoint, Credit Analysis, Mortgage Banking, Time Management, Process Improvement, Data Analysis
Education
University of Phoenix 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Wells Fargo Home Mortgage May 2015 - Present
Credit Suisse December 2014 - February 2015
VantageSouth Bank July 2011 - December 2014
The Walt Disney Company September 2008 - October 2009
Pizza Hut September 2003 - September 2008
Skills
Mortgage Lending, Loans, Credit, Customer Service, Banking, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Data Entry, Underwriting, PowerPoint, Credit Analysis, Mortgage Banking, Time Management, Process Improvement, Data Analysis
Education
University of Phoenix 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Timothy O'Hara's Credit Suisse Experience November 2014 - Present
Job Head of Investment Banking Equities and President & CEO of Credit Suisse Securities (USA) LLC
Industry Banking
Experience
Credit Suisse November 2014 - Present
Credit Suisse November 2012 - November 2014
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1982 — 1986
Bachelor of Arts (B.A.), Economics
Credit Suisse November 2014 - Present
Credit Suisse November 2012 - November 2014
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1982 — 1986
Bachelor of Arts (B.A.), Economics
Minju Song's Credit Suisse Experience June 2013 - August 2013
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2013 - August 2013
Accenture June 2012 - August 2012
KPMG July 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Investment Banking, Microsoft Office, Finance, PowerPoint, Corporate Finance, Data Analysis, Economics, Financial Analysis, Bloomberg, Research, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Bachelor of Science (BS), Economics
Credit Suisse June 2013 - August 2013
Accenture June 2012 - August 2012
KPMG July 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Investment Banking, Microsoft Office, Finance, PowerPoint, Corporate Finance, Data Analysis, Economics, Financial Analysis, Bloomberg, Research, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Bachelor of Science (BS), Economics
Eric Federman's Credit Suisse Experience 2003 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse 2003 - Present
Merrill Lynch 1992 - 2003
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1988 — 1992
BSE, Finance, General
Kingswood Oxford 1982 — 1988
Credit Suisse 2003 - Present
Merrill Lynch 1992 - 2003
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1988 — 1992
BSE, Finance, General
Kingswood Oxford 1982 — 1988
Robert Gabriele's Credit Suisse Experience 2000 - 2002
Job Director, US Institutional Equity Sales at CLSA
Industry Capital Markets
Experience
CLSA January 2015 - Present
Bank of America Merrill Lynch 2004 - 2014
Sanford C. Bernstein 2003 - 2004
Credit Suisse 2000 - 2002
Wasserstein Perella 1999 - 1999
Andersen Consulting 1995 - 1998
Skills
Equities, Financial Analysis, Capital Markets, Investments, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Equity Research, Asset Management, Equity Sales, Investment Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Yale University 1991 — 1995
Bachelor’s Degree, Economics and International Studies
CLSA January 2015 - Present
Bank of America Merrill Lynch 2004 - 2014
Sanford C. Bernstein 2003 - 2004
Credit Suisse 2000 - 2002
Wasserstein Perella 1999 - 1999
Andersen Consulting 1995 - 1998
Skills
Equities, Financial Analysis, Capital Markets, Investments, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Equity Research, Asset Management, Equity Sales, Investment Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Yale University 1991 — 1995
Bachelor’s Degree, Economics and International Studies
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.