Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Trina Brooks Trina Brooks's Credit Suisse Experience December 2010 - Present
Job Director of GSE Default
Industry Financial Services
Experience
Credit Suisse December 2010 - Present
Freddie Mac December 2009 - July 2011
FIS-LPS February 2009 - April 2010
Wilshire Credit Corporation July 2005 - December 2007
LandAmerica January 2003 - July 2005
Homecomings Financial July 1999 - January 2003
The Money Store July 1993 - July 1999
Skills
Loss Mitigation, Loan Servicing, Credit, Call Centers, Process Improvement, Loans, FHA, Mortgage Servicing, Training, Strategy, Risk Management, Default, Portfolio Management, Relationship Management, Executive Management, Operational Risk, Operational Risk..., Short Sales, Vendor Management, Due Diligence, Financial Risk, Residential Mortgages, Outsourcing, Banking, Mortgage Banking, Credit Analysis, Mortgage Lending, Analysis, Financial Services, Management, Asset Management, Program Management, Capital Markets, Financial Analysis, Business Requirements, Data Analysis, Commercial Mortgages, Business Analysis, Investment Banking, Asset, Loan Modifications, Consulting, Mortgage Underwriting, Loan Origination, Finance, CRM, Analytics, Underwriting, Credit Risk
Education
Brigham Young University - Idaho 1985 — 1986
Sociology, Psychology, Business
Credit Suisse December 2010 - Present
Freddie Mac December 2009 - July 2011
FIS-LPS February 2009 - April 2010
Wilshire Credit Corporation July 2005 - December 2007
LandAmerica January 2003 - July 2005
Homecomings Financial July 1999 - January 2003
The Money Store July 1993 - July 1999
Skills
Loss Mitigation, Loan Servicing, Credit, Call Centers, Process Improvement, Loans, FHA, Mortgage Servicing, Training, Strategy, Risk Management, Default, Portfolio Management, Relationship Management, Executive Management, Operational Risk, Operational Risk..., Short Sales, Vendor Management, Due Diligence, Financial Risk, Residential Mortgages, Outsourcing, Banking, Mortgage Banking, Credit Analysis, Mortgage Lending, Analysis, Financial Services, Management, Asset Management, Program Management, Capital Markets, Financial Analysis, Business Requirements, Data Analysis, Commercial Mortgages, Business Analysis, Investment Banking, Asset, Loan Modifications, Consulting, Mortgage Underwriting, Loan Origination, Finance, CRM, Analytics, Underwriting, Credit Risk
Education
Brigham Young University - Idaho 1985 — 1986
Sociology, Psychology, Business
Rhys McDonald Rhys McDonald's Credit Suisse Experience 2015 - Present
Job Investment Banking Department, Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2015 - Present
AGC Partners September 2014 - January 2015
Dorsar Investments May 2014 - August 2014
JANYS Analytics September 2013 - December 2013
United States Marine Corps July 2005 - July 2011
Skills
Econometric Modeling, Excel- VBA, Stata, Economics, Corporate Finance, Analytics, Financial Modeling
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts, International Economics and Finance, International Economics, Data Analytics
Brandeis University 2011 — 2014
B.A., Business and Economics
Defense Language Institute 2006 — 2007
DLPT, Arabic
Credit Suisse 2015 - Present
AGC Partners September 2014 - January 2015
Dorsar Investments May 2014 - August 2014
JANYS Analytics September 2013 - December 2013
United States Marine Corps July 2005 - July 2011
Skills
Econometric Modeling, Excel- VBA, Stata, Economics, Corporate Finance, Analytics, Financial Modeling
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts, International Economics and Finance, International Economics, Data Analytics
Brandeis University 2011 — 2014
B.A., Business and Economics
Defense Language Institute 2006 — 2007
DLPT, Arabic
Aaron Blatter Aaron Blatter's Credit Suisse Experience June 2015 - Present
Job Private Banking Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Alta Ventures Mexico September 2014 - December 2014
Clarke Capital Partners June 2014 - August 2014
The Church of Jesus Christ of Latter-day Saints April 2013 - January 2014
Atlantic Trust Private Wealth Management September 2013 - December 2013
Skills
Teaching, Microsoft Excel, Research, Leadership, PowerPoint, Tutoring, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Critical Thinking, Time Management
Education
Brigham Young University 2010 — 2016
Bachelor of Science (B.S.), Finance, Asset Management
Credit Suisse June 2015 - Present
Alta Ventures Mexico September 2014 - December 2014
Clarke Capital Partners June 2014 - August 2014
The Church of Jesus Christ of Latter-day Saints April 2013 - January 2014
Atlantic Trust Private Wealth Management September 2013 - December 2013
Skills
Teaching, Microsoft Excel, Research, Leadership, PowerPoint, Tutoring, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Critical Thinking, Time Management
Education
Brigham Young University 2010 — 2016
Bachelor of Science (B.S.), Finance, Asset Management
William Stein, CFA's Credit Suisse Experience July 2004 - July 2012
Job Technology / Industrials Equity Research Analyst
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2012 - Present
Credit Suisse July 2004 - July 2012
Independent Consultant August 2003 - June 2004
MF Electronics January 2002 - August 2003
MF Electronics May 1999 - December 2001
NetGravity February 1998 - April 1999
Smith Barney June 1996 - February 1998
BlackRock January 1993 - June 1994
AT&T January 1992 - December 1992
Skills
Investments, Equity Research, Financial Analysis, Financial Modeling, Valuation, Competitive Analysis, Product Marketing, Restructuring, Strategy, Equities, Fixed Income, Management, Analysis, Corporate Finance, Stocks, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Business
Brandeis University 1988 — 1992
BA, Computer Science
Scarsdale High School 1984 — 1988
High School
SunTrust Robinson Humphrey July 2012 - Present
Credit Suisse July 2004 - July 2012
Independent Consultant August 2003 - June 2004
MF Electronics January 2002 - August 2003
MF Electronics May 1999 - December 2001
NetGravity February 1998 - April 1999
Smith Barney June 1996 - February 1998
BlackRock January 1993 - June 1994
AT&T January 1992 - December 1992
Skills
Investments, Equity Research, Financial Analysis, Financial Modeling, Valuation, Competitive Analysis, Product Marketing, Restructuring, Strategy, Equities, Fixed Income, Management, Analysis, Corporate Finance, Stocks, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Business
Brandeis University 1988 — 1992
BA, Computer Science
Scarsdale High School 1984 — 1988
High School
Doug Brewster Doug Brewster's Credit Suisse Experience October 2010 - June 2012
Job Sr. Manager, Corporate FP&A at Okta, Inc.
Industry Computer Software
Experience
Okta, Inc. February 2013 - Present
Credit Suisse October 2010 - June 2012
Piper Jaffray June 2008 - September 2010
Klymit January 2009 - April 2009
Global Financial Advisors January 2008 - April 2008
EscrowTech International, Inc. May 2005 - December 2007
Skills
Financial Modeling, Valuation, Mergers, Business Strategy, Corporate Development, Private Equity, Financial Analysis, Venture Capital, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions
Education
Brigham Young University 2004 — 2009
Bachelor of Science (B.S.), Finance
Okta, Inc. February 2013 - Present
Credit Suisse October 2010 - June 2012
Piper Jaffray June 2008 - September 2010
Klymit January 2009 - April 2009
Global Financial Advisors January 2008 - April 2008
EscrowTech International, Inc. May 2005 - December 2007
Skills
Financial Modeling, Valuation, Mergers, Business Strategy, Corporate Development, Private Equity, Financial Analysis, Venture Capital, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions
Education
Brigham Young University 2004 — 2009
Bachelor of Science (B.S.), Finance
Nelson Catala Nelson Catala's Credit Suisse Experience May 2014 - May 2014
Job Brigham Young University
Industry Financial Services
Experience
BYU Global Financial Advisors January 2015 - Present
Wells Fargo May 2013 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Beneficial Financial Group September 2014 - December 2014
Credit Suisse May 2014 - May 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2011 - May 2013
Skills
Customer Service, Microsoft Office, Team Leadership, Customer Satisfaction, Sales, Spanish, Public Speaking, Outstanding Customer..., Project Management, Team Building, Account Management, Training, Marketing, Marketing Strategy, Accounting, Marketing Communications, Business Strategy, Time Management, Teamwork, Data Analysis, Financial Analysis, Sales Management, Banking, Social Networking, Finance, Financial Services, Financial Accounting, Asset Management, Credit, Risk Management, Investments, Retail Banking, Portfolio Management, Microsoft Excel
Education
Brigham Young University 2014 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.8
Latter-day Saints Business College 2011 — 2012
Associates Degree, Business Management
Ing. Luis A. Huergo 2002 — 2007
Titulo Terciario, Tecnicatura Quimica
BYU Global Financial Advisors January 2015 - Present
Wells Fargo May 2013 - Present
HSBC Global Banking and Markets June 2015 - August 2015
Beneficial Financial Group September 2014 - December 2014
Credit Suisse May 2014 - May 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources March 2011 - May 2013
Skills
Customer Service, Microsoft Office, Team Leadership, Customer Satisfaction, Sales, Spanish, Public Speaking, Outstanding Customer..., Project Management, Team Building, Account Management, Training, Marketing, Marketing Strategy, Accounting, Marketing Communications, Business Strategy, Time Management, Teamwork, Data Analysis, Financial Analysis, Sales Management, Banking, Social Networking, Finance, Financial Services, Financial Accounting, Asset Management, Credit, Risk Management, Investments, Retail Banking, Portfolio Management, Microsoft Excel
Education
Brigham Young University 2014 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.8
Latter-day Saints Business College 2011 — 2012
Associates Degree, Business Management
Ing. Luis A. Huergo 2002 — 2007
Titulo Terciario, Tecnicatura Quimica
Nate Quinn's Credit Suisse Experience June 2014 - August 2014
Job Investment Banking Analyst
Industry Investment Banking
Experience
Greenhill & Co. June 2015 - Present
BYU Investment Banking Club May 2014 - May 2015
Credit Suisse June 2014 - August 2014
Brigham Young University September 2012 - May 2014
Deloitte June 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints August 2010 - August 2012
Step Up LLC May 2010 - August 2010
Brigham Young University January 2010 - June 2010
Brigham Young University June 2009 - January 2010
Education
Brigham Young University 2009 — 2015
Bachelor's Degree, Accounting
Greenhill & Co. June 2015 - Present
BYU Investment Banking Club May 2014 - May 2015
Credit Suisse June 2014 - August 2014
Brigham Young University September 2012 - May 2014
Deloitte June 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints August 2010 - August 2012
Step Up LLC May 2010 - August 2010
Brigham Young University January 2010 - June 2010
Brigham Young University June 2009 - January 2010
Education
Brigham Young University 2009 — 2015
Bachelor's Degree, Accounting
Taylor Wilkins Taylor Wilkins's Credit Suisse Experience July 2015 - Present
Job M&A Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Global Financial Advisors January 2014 - April 2015
Brigham Young University January 2014 - April 2015
Credit Suisse June 2014 - August 2014
CEA Capital Advisors May 2013 - August 2013
BlackRock, Inc. January 2013 - April 2013
Columbia West Capital September 2012 - December 2012
KeyPoint Capital May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints May 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Financial Analysis, Banking, Research, Accounting, Leadership, Alternative Investments, Fixed Income, Financial Modeling, Microsoft Office
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Finance
Credit Suisse July 2015 - Present
Global Financial Advisors January 2014 - April 2015
Brigham Young University January 2014 - April 2015
Credit Suisse June 2014 - August 2014
CEA Capital Advisors May 2013 - August 2013
BlackRock, Inc. January 2013 - April 2013
Columbia West Capital September 2012 - December 2012
KeyPoint Capital May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints May 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Financial Analysis, Banking, Research, Accounting, Leadership, Alternative Investments, Fixed Income, Financial Modeling, Microsoft Office
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Finance
Kai Keller's Credit Suisse Experience July 2007 - July 2008
Job M.A. Candidate at the Fletcher School of Law and Diplomacy
Industry International Affairs
Experience
Daiwa Securities Capital Markets July 2013 - June 2014
Macquarie Group July 2008 - March 2013
Credit Suisse July 2007 - July 2008
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master's Degree, Global Health/International Business Relations
Brandeis University 2003 — 2007
Bachelor of Arts (BA), Economics
The Chinese University of Hong Kong
Daiwa Securities Capital Markets July 2013 - June 2014
Macquarie Group July 2008 - March 2013
Credit Suisse July 2007 - July 2008
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master's Degree, Global Health/International Business Relations
Brandeis University 2003 — 2007
Bachelor of Arts (BA), Economics
The Chinese University of Hong Kong
Pearl Pari Pearl Pari's Credit Suisse Experience June 2010 - August 2010
Job Compliance Consultant at Citi
Industry Legal Services
Experience
Stern & Montana, LLP January 2012 - March 2013
The Dramatist Guild September 2010 - January 2011
Credit Suisse June 2010 - August 2010
Regional Office of the NYS Attorney General January 2010 - May 2010
Thomson Reuters September 2009 - December 2009
Anti-Defamation League June 2009 - August 2009
Bloomberg March 2007 - July 2008
Skills
Legal Research
Education
Brooklyn Law School 2008 — 2011
The George Washington University 2001 — 2005
BA, International Affairs
Stern & Montana, LLP January 2012 - March 2013
The Dramatist Guild September 2010 - January 2011
Credit Suisse June 2010 - August 2010
Regional Office of the NYS Attorney General January 2010 - May 2010
Thomson Reuters September 2009 - December 2009
Anti-Defamation League June 2009 - August 2009
Bloomberg March 2007 - July 2008
Skills
Legal Research
Education
Brooklyn Law School 2008 — 2011
The George Washington University 2001 — 2005
BA, International Affairs
Rachael Crane's Credit Suisse Experience 2008 - 2010
Job Associate Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale 2013 - Present
Merrill Lynch Private Banking & Investment Group 2010 - 2013
Credit Suisse 2008 - 2010
Goldman Sachs 2006 - 2006
Kaplan Test Prep and Admissions 2004 - 2006
Skills
Investments, Financial Analysis, Wealth Management, Financial Modeling, Securities, Portfolio Management, Mutual Funds, Strategy, Investment Management, Series 7, Finance, Asset Allocation, Private Equity, Alternative Investments, Valuation
Education
Brigham Young University 2006 — 2008
MBA, Finance
Brigham Young University 2000 — 2004
BS, Psychology
City National Rochdale 2013 - Present
Merrill Lynch Private Banking & Investment Group 2010 - 2013
Credit Suisse 2008 - 2010
Goldman Sachs 2006 - 2006
Kaplan Test Prep and Admissions 2004 - 2006
Skills
Investments, Financial Analysis, Wealth Management, Financial Modeling, Securities, Portfolio Management, Mutual Funds, Strategy, Investment Management, Series 7, Finance, Asset Allocation, Private Equity, Alternative Investments, Valuation
Education
Brigham Young University 2006 — 2008
MBA, Finance
Brigham Young University 2000 — 2004
BS, Psychology
Margie Betten Margie Betten's Credit Suisse Experience 2004 - 2006
Job Midwest Trust Practice Lead at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank December 2014 - Present
Citi 2007 - November 2014
Bank of New York Mellon April 2006 - May 2007
Credit Suisse 2004 - 2006
Skills
Estate Planning, Private Banking, Wealth Management, Wealth Management..., Alternative Investments, Asset Allocation, Asset Managment, High Net Worth..., Investment Management, Investments, Securities, Series 7, Strategic Financial..., Trust Services, Wealth, Asset Management
Education
Brooklyn Law School 2001 — 2004
J.D.
Georgetown University 1995 — 1999
B.S., Foreign Service
Palm Beach Day School
J.P. Morgan Private Bank December 2014 - Present
Citi 2007 - November 2014
Bank of New York Mellon April 2006 - May 2007
Credit Suisse 2004 - 2006
Skills
Estate Planning, Private Banking, Wealth Management, Wealth Management..., Alternative Investments, Asset Allocation, Asset Managment, High Net Worth..., Investment Management, Investments, Securities, Series 7, Strategic Financial..., Trust Services, Wealth, Asset Management
Education
Brooklyn Law School 2001 — 2004
J.D.
Georgetown University 1995 — 1999
B.S., Foreign Service
Palm Beach Day School
Clarke Bjarnason Clarke Bjarnason's Credit Suisse Experience July 2005 - June 2007
Job Senior Actuarial Analyst at CSE Insurance Group
Industry Insurance
Experience
CSE Insurance Group April 2014 - Present
Fireman's Fund Insurance Company March 2010 - March 2014
Credit Suisse July 2005 - June 2007
Skills
Actuarial Science, Property & Casualty..., Statistics, Investments, Financial Analysis, Data Analysis, Insurance, Microsoft Excel, Corporate Finance, General Insurance, Actuarial Exams, Quantitative Research, Solvency II, Risk Management, SAS, Analysis, Financial Modeling, Underwriting, Commercial Insurance, Interpreting Data, University Teaching, Mortgage Lending, Probability, Applied Mathematics, Poker
Education
Purdue University - Krannert School of Management 2007 — 2010
MS, Financial Economics
Brigham Young University 1999 — 2002
BA, Economics
University of Georgia - Terry College of Business
CSE Insurance Group April 2014 - Present
Fireman's Fund Insurance Company March 2010 - March 2014
Credit Suisse July 2005 - June 2007
Skills
Actuarial Science, Property & Casualty..., Statistics, Investments, Financial Analysis, Data Analysis, Insurance, Microsoft Excel, Corporate Finance, General Insurance, Actuarial Exams, Quantitative Research, Solvency II, Risk Management, SAS, Analysis, Financial Modeling, Underwriting, Commercial Insurance, Interpreting Data, University Teaching, Mortgage Lending, Probability, Applied Mathematics, Poker
Education
Purdue University - Krannert School of Management 2007 — 2010
MS, Financial Economics
Brigham Young University 1999 — 2002
BA, Economics
University of Georgia - Terry College of Business
Douglas Stanley's Credit Suisse Experience June 2015 - August 2015
Job Finance Undergraduate Investment Banking
Industry Higher Education
Experience
Missionary Training Center March 2013 - Present
Credit Suisse June 2015 - August 2015
Brigham Young University June 2014 - April 2015
Clarke Capital Partners June 2014 - December 2014
Accretive Capital Management April 2014 - September 2014
Brigham Young University April 2014 - June 2014
Pure Enviro Management January 2014 - April 2014
The Church of Jesus Christ of Latter-day Saints February 2011 - January 2013
Etex Telephone Cooperative May 2008 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Statistics, Teaching, Data Analysis, Social Media, Finance, Financial Modeling, Access
Education
Brigham Young University 2009 — 2015
Bachelor of Science (B.S.), Finance
Missionary Training Center March 2013 - Present
Credit Suisse June 2015 - August 2015
Brigham Young University June 2014 - April 2015
Clarke Capital Partners June 2014 - December 2014
Accretive Capital Management April 2014 - September 2014
Brigham Young University April 2014 - June 2014
Pure Enviro Management January 2014 - April 2014
The Church of Jesus Christ of Latter-day Saints February 2011 - January 2013
Etex Telephone Cooperative May 2008 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Statistics, Teaching, Data Analysis, Social Media, Finance, Financial Modeling, Access
Education
Brigham Young University 2009 — 2015
Bachelor of Science (B.S.), Finance
Linh Pham's Credit Suisse Experience April 2015 - July 2015
Job MBA Candidate at Carroll School of Management
Industry Capital Markets
Experience
Credit Suisse April 2015 - July 2015
PwC June 2012 - March 2015
Concentus Global January 2012 - June 2012
Concentus 2012 - 2012
Goldman Sachs June 2011 - August 2011
JPMorgan Chase January 2011 - April 2011
GFA Portfolio Managers January 2011 - April 2011
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Bloomberg Terminal, DCF, Business Valuation, Corporate Finance, Equity Research, Investments, Due Diligence, Equities, Finance, Financial Markets, Private Equity, Hedge Funds, VBA
Education
Brigham Young University 2009 — 2012
Finance, Asset Management
Brigham Young University 2009 — 2012
Bachelor of Science (BS), Finance, General
Credit Suisse April 2015 - July 2015
PwC June 2012 - March 2015
Concentus Global January 2012 - June 2012
Concentus 2012 - 2012
Goldman Sachs June 2011 - August 2011
JPMorgan Chase January 2011 - April 2011
GFA Portfolio Managers January 2011 - April 2011
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Bloomberg Terminal, DCF, Business Valuation, Corporate Finance, Equity Research, Investments, Due Diligence, Equities, Finance, Financial Markets, Private Equity, Hedge Funds, VBA
Education
Brigham Young University 2009 — 2012
Finance, Asset Management
Brigham Young University 2009 — 2012
Bachelor of Science (BS), Finance, General
Todd Castagna Todd Castagna's Credit Suisse Experience June 2011 - August 2011
Job Vice President at RCLCO
Industry Real Estate
Experience
RCLCO Real Estate Advisors July 2012 - Present
Brigham Young University April 2012 - June 2012
Credit Suisse June 2011 - August 2011
First Quadrant September 2008 - July 2010
Pantera Capital Management, LP October 2006 - February 2008
Merrill Lynch August 2005 - October 2006
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Portfolio Management, Valuation, Real Estate Economics, Strategic Planning, Asset Management, Real Estate Development, Real Estate, Investment Banking, Corporate Finance, Private Equity
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University 1999 — 2005
BA, Economics, 3.95 / 4.0
RCLCO Real Estate Advisors July 2012 - Present
Brigham Young University April 2012 - June 2012
Credit Suisse June 2011 - August 2011
First Quadrant September 2008 - July 2010
Pantera Capital Management, LP October 2006 - February 2008
Merrill Lynch August 2005 - October 2006
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Portfolio Management, Valuation, Real Estate Economics, Strategic Planning, Asset Management, Real Estate Development, Real Estate, Investment Banking, Corporate Finance, Private Equity
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University 1999 — 2005
BA, Economics, 3.95 / 4.0
Carl Dixon's Credit Suisse Experience November 2012 - June 2014
Job Associate at Peterson Partners
Industry Venture Capital & Private Equity
Experience
Peterson Partners July 2014 - Present
Credit Suisse November 2012 - June 2014
Lazard June 2012 - November 2012
Lazard Frères & Co. May 2011 - July 2011
JP Morgan September 2010 - December 2010
Zions Bank June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Alternative Investments, Mergers & Acquisitions, Private Equity, Corporate Finance, Bloomberg
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Series 79 Passed CFA Level I
Peterson Partners July 2014 - Present
Credit Suisse November 2012 - June 2014
Lazard June 2012 - November 2012
Lazard Frères & Co. May 2011 - July 2011
JP Morgan September 2010 - December 2010
Zions Bank June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Alternative Investments, Mergers & Acquisitions, Private Equity, Corporate Finance, Bloomberg
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Series 79 Passed CFA Level I
Marcus Bowers Marcus Bowers's Credit Suisse Experience June 2007 - July 2008
Job
Industry Human Resources
Experience
Golden Key Group, LLC January 2015 - Present
Army National Guard September 1996 - Present
Ambac January 2013 - February 2014
Ambac January 2011 - January 2013
Teachers College, Columbia University February 2010 - January 2011
Credit Suisse June 2007 - July 2008
Skills
Research, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Data Analysis, Teaching, Editing, Microsoft Word, Analysis, Qualitative Research, Financial Modeling, Training, Strategy
Education
University of Oxford - Said Business School 2015 — 2015
Certificate, Negotiation
Columbia University in the City of New York 2009 — 2011
MA, Organizational Psychology
City University of New York-Queens College 2003 — 2008
M.A., Music Theory
Brigham Young University 1999 — 2003
BM, Music Performance
Golden Key Group, LLC January 2015 - Present
Army National Guard September 1996 - Present
Ambac January 2013 - February 2014
Ambac January 2011 - January 2013
Teachers College, Columbia University February 2010 - January 2011
Credit Suisse June 2007 - July 2008
Skills
Research, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Data Analysis, Teaching, Editing, Microsoft Word, Analysis, Qualitative Research, Financial Modeling, Training, Strategy
Education
University of Oxford - Said Business School 2015 — 2015
Certificate, Negotiation
Columbia University in the City of New York 2009 — 2011
MA, Organizational Psychology
City University of New York-Queens College 2003 — 2008
M.A., Music Theory
Brigham Young University 1999 — 2003
BM, Music Performance
Dallin Hyer's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse, Financial Sponsors Group June 2014 - August 2014
BYU Global Financial Advisors January 2013 - January 2014
Credit Suisse June 2013 - August 2013
Harvard Medical School May 2013 - June 2013
Linsalata Capital Partners September 2012 - December 2012
Capital One October 2012 - November 2012
The Church of Jesus Christ of Latter-day Saints December 2008 - December 2010
Skills
Microsoft Office, Excel, Word, Russian, Magicians, Microsoft Word, Microsoft Excel, Strategic Financial..., Loans, Financial Analysis, Leadership, Sales Management, English, Options, Account Management, Fashion, Driving Efficiency, Bloomberg, Accounting, Bloomberg Terminal, Economics, Corporate Finance, Investments, Valuation, Equity Research, Series 63, Data Analysis, Business Valuation, Flag Football, Public Speaking
Education
Brigham Young University 2008 — 2015
BS, Finance and Russian
Credit Suisse July 2015 - Present
Credit Suisse, Financial Sponsors Group June 2014 - August 2014
BYU Global Financial Advisors January 2013 - January 2014
Credit Suisse June 2013 - August 2013
Harvard Medical School May 2013 - June 2013
Linsalata Capital Partners September 2012 - December 2012
Capital One October 2012 - November 2012
The Church of Jesus Christ of Latter-day Saints December 2008 - December 2010
Skills
Microsoft Office, Excel, Word, Russian, Magicians, Microsoft Word, Microsoft Excel, Strategic Financial..., Loans, Financial Analysis, Leadership, Sales Management, English, Options, Account Management, Fashion, Driving Efficiency, Bloomberg, Accounting, Bloomberg Terminal, Economics, Corporate Finance, Investments, Valuation, Equity Research, Series 63, Data Analysis, Business Valuation, Flag Football, Public Speaking
Education
Brigham Young University 2008 — 2015
BS, Finance and Russian
Michael Weston Michael Weston's Credit Suisse Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - August 2015
Parse Capital - The Wolff Company July 2014 - August 2014
Mayo Clinic Ventures June 2014 - July 2014
AMLI Residential - Real Estate June 2013 - August 2013
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, Real Estate, Valuation, Spanish, Leadership, Start-ups
Education
Brigham Young University 2010 — 2016
Bachelor's Degree, Accounting, 3.91/4.00
Credit Suisse June 2015 - August 2015
Parse Capital - The Wolff Company July 2014 - August 2014
Mayo Clinic Ventures June 2014 - July 2014
AMLI Residential - Real Estate June 2013 - August 2013
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Modeling, Real Estate, Valuation, Spanish, Leadership, Start-ups
Education
Brigham Young University 2010 — 2016
Bachelor's Degree, Accounting, 3.91/4.00
Megan Slade Megan Slade's Credit Suisse Experience June 2011 - August 2011
Job BYU Graduate
Industry Financial Services
Experience
Families.com September 2014 - January 2015
Granada Advisors April 2010 - April 2012
Credit Suisse June 2011 - August 2011
MoneyDesktop April 2011 - April 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Market Research, Finance, Business Strategy, Microsoft Excel, Bloomberg, PowerPoint, Competitive Analysis, Strategic Planning, Entrepreneurship, Leadership, Corporate Finance, Marketing Strategy, Social Impact, Strategy, Investments, Due Diligence, Public Speaking
Education
Brigham Young University 2008 — 2012
BS, Economics
Families.com September 2014 - January 2015
Granada Advisors April 2010 - April 2012
Credit Suisse June 2011 - August 2011
MoneyDesktop April 2011 - April 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Market Research, Finance, Business Strategy, Microsoft Excel, Bloomberg, PowerPoint, Competitive Analysis, Strategic Planning, Entrepreneurship, Leadership, Corporate Finance, Marketing Strategy, Social Impact, Strategy, Investments, Due Diligence, Public Speaking
Education
Brigham Young University 2008 — 2012
BS, Economics
Calvin Roberts Calvin Roberts's Credit Suisse Experience June 2013 - August 2013
Job Moelis M&A Investment Banking Analyst
Industry Capital Markets
Experience
Moelis & Company July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Financial Advisors, LP August 2012 - December 2012
Patriarch Partners June 2012 - September 2012
CSED June 2011 - April 2012
England London South Mission May 2008 - May 2010
Skills
Bloomberg, LBO, DCF, Stata, SPSS, Microsoft Office, Econometrics, Technical Writing, Capital IQ
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy & Political Science, Junior
Moelis & Company July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Financial Advisors, LP August 2012 - December 2012
Patriarch Partners June 2012 - September 2012
CSED June 2011 - April 2012
England London South Mission May 2008 - May 2010
Skills
Bloomberg, LBO, DCF, Stata, SPSS, Microsoft Office, Econometrics, Technical Writing, Capital IQ
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy & Political Science, Junior
Jennifer Costley Jennifer Costley's Credit Suisse Experience March 2003 - May 2013
Job Principal at Ashokan Advisors
Industry Management Consulting
Experience
Ashokan Advisors May 2013 - Present
Credit Suisse March 2003 - May 2013
DoubleClick 1999 - 2003
Bankers Trust 1989 - 1999
Bell Laboratories 1983 - 1990
Skills
Enterprise Architecture, IT Strategy, Program Management, Architecture, Vendor Management, IT Management, Business Analysis, Project Portfolio..., Risk Management, SDLC, Project Management, Change Management, Integration, Infrastructure, Strategic Planning, Sustainability, Analysis, Environmental Science, Data Center, Green IT, Technical Writing, Governance, Business Intelligence, Solution Architecture, Security, Software Development, CRM, Information Technology, PMO, Architectures, Report Writing, Consensus Building, Standards Development, Management, Leadership, Project Planning, Cross-functional Team..., Mentoring
Education
Columbia University in the City of New York 2006 — 2009
Certificate, Conservation Biology
Columbia University in the City of New York 1978 — 1983
Ph.D., Chemical Physics
Brandeis University 1974 — 1978
B.A., Physics & Chemistry
CERC
CERC
CERC
Ashokan Advisors May 2013 - Present
Credit Suisse March 2003 - May 2013
DoubleClick 1999 - 2003
Bankers Trust 1989 - 1999
Bell Laboratories 1983 - 1990
Skills
Enterprise Architecture, IT Strategy, Program Management, Architecture, Vendor Management, IT Management, Business Analysis, Project Portfolio..., Risk Management, SDLC, Project Management, Change Management, Integration, Infrastructure, Strategic Planning, Sustainability, Analysis, Environmental Science, Data Center, Green IT, Technical Writing, Governance, Business Intelligence, Solution Architecture, Security, Software Development, CRM, Information Technology, PMO, Architectures, Report Writing, Consensus Building, Standards Development, Management, Leadership, Project Planning, Cross-functional Team..., Mentoring
Education
Columbia University in the City of New York 2006 — 2009
Certificate, Conservation Biology
Columbia University in the City of New York 1978 — 1983
Ph.D., Chemical Physics
Brandeis University 1974 — 1978
B.A., Physics & Chemistry
CERC
CERC
CERC
Susan Elizabeth Belding Susan Elizabeth Belding's Credit Suisse Experience January 1989 - January 1999
Job Facilities Management
Industry Facilities Services
Experience
KEC Ventures January 2015 - Present
Spectrotel January 2013 - January 2015
NW10 Design September 2011 - December 2012
Algonquin Arts Theatre May 2010 - December 2011
Belding Concierge, LLC January 2008 - June 2010
Warburg Pincus LLC August 2005 - December 2007
Macy's Merchandising Group 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Credit Suisse January 1989 - January 1999
Skills
Facilities Management, Operations Management, Office Relocation, Office Administration, Event Management, Microsoft Office, Outlook, MS Word, MS Project, MS Excel Pivot Tables, Inventory Management, Vendor Management, Contract Management, Budgets, Contract Negotiation, Management, Process Scheduler, Microsoft Word, Security, Nonprofits, Public Relations, Fundraising, Strategic Planning, Training, Purchasing, Team Building, Sales, PowerPoint, Event Planning, Customer Service, Team Leadership, Office Management, Microsoft Excel
Education
Douglass College (Rutgers University)
Bachelor's Degree, Sociology
New York University
Courses in Facilities Planning and Management
Brookdale Community College
Online courses in MS Project, QuickBooks, bookkeeping
KEC Ventures January 2015 - Present
Spectrotel January 2013 - January 2015
NW10 Design September 2011 - December 2012
Algonquin Arts Theatre May 2010 - December 2011
Belding Concierge, LLC January 2008 - June 2010
Warburg Pincus LLC August 2005 - December 2007
Macy's Merchandising Group 2002 - 2005
PricewaterhouseCoopers 1999 - 2002
Credit Suisse January 1989 - January 1999
Skills
Facilities Management, Operations Management, Office Relocation, Office Administration, Event Management, Microsoft Office, Outlook, MS Word, MS Project, MS Excel Pivot Tables, Inventory Management, Vendor Management, Contract Management, Budgets, Contract Negotiation, Management, Process Scheduler, Microsoft Word, Security, Nonprofits, Public Relations, Fundraising, Strategic Planning, Training, Purchasing, Team Building, Sales, PowerPoint, Event Planning, Customer Service, Team Leadership, Office Management, Microsoft Excel
Education
Douglass College (Rutgers University)
Bachelor's Degree, Sociology
New York University
Courses in Facilities Planning and Management
Brookdale Community College
Online courses in MS Project, QuickBooks, bookkeeping
J Hubble Hausman J Hubble Hausman's Credit Suisse Experience 2000 - 2002
Job CEO at Enviro Water Minerals Company
Industry Investment Management
Experience
Enviro Water Minerals Company January 2013 - Present
Cytometix, Inc. January 2013 - Present
Maxi, Inc (GP for Hausman Interests, Ltd.) January 2012 - Present
Robert W. Baird July 2006 - December 2011
Royal Baths Manufacturing Company 2002 - 2004
Credit Suisse 2000 - 2002
The Church of Jesus Christ of Latter-day Saints 1995 - 1997
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
Brigham Young University 1994 — 2000
BS
Enviro Water Minerals Company January 2013 - Present
Cytometix, Inc. January 2013 - Present
Maxi, Inc (GP for Hausman Interests, Ltd.) January 2012 - Present
Robert W. Baird July 2006 - December 2011
Royal Baths Manufacturing Company 2002 - 2004
Credit Suisse 2000 - 2002
The Church of Jesus Christ of Latter-day Saints 1995 - 1997
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA
Brigham Young University 1994 — 2000
BS
David Sternquist David Sternquist's Credit Suisse Experience April 2012 - Present
Job Programmer / Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse April 2012 - Present
Myself November 2011 - March 2012
Apex Systems November 2009 - October 2011
Lenovo March 2008 - March 2009
IBM Global Services August 1998 - October 2007
CDI February 1991 - August 1998
CDI (this division formerly United Engineers Inc.) August 1989 - February 1991
Skills
z/OS, MVS, Mainframe, ISPF, TSO, JCL, PL/1, DB2, SQL, REXX, CLIST, VSAM, SPUFI, TWS, OPC, SCLM, Easytrieve, COBOL, CICS, IMS, VM, Problem Analysis, Programming, Production Support, RACF, DDL, z/VM, DB2/SQL, Application Development, SDLC, QMF, IBM Mainframe, Fileaid, IBM Utilities, SDSF, IMS DB/DC, Lotus Notes, OS/390, JES2, Testing, Control-M, Software Development, Databases, Database Administration, Performance Tuning, Integration
Education
State University of New York Institute of Technology at Utica/Rome 1987 — 1989
BS, Computer Science
Broome Community College 1983 — 1986
AS, Computer Science
North Carolina State University
Computer Science, A
Wake Technical Community College
Computer Science
Credit Suisse April 2012 - Present
Myself November 2011 - March 2012
Apex Systems November 2009 - October 2011
Lenovo March 2008 - March 2009
IBM Global Services August 1998 - October 2007
CDI February 1991 - August 1998
CDI (this division formerly United Engineers Inc.) August 1989 - February 1991
Skills
z/OS, MVS, Mainframe, ISPF, TSO, JCL, PL/1, DB2, SQL, REXX, CLIST, VSAM, SPUFI, TWS, OPC, SCLM, Easytrieve, COBOL, CICS, IMS, VM, Problem Analysis, Programming, Production Support, RACF, DDL, z/VM, DB2/SQL, Application Development, SDLC, QMF, IBM Mainframe, Fileaid, IBM Utilities, SDSF, IMS DB/DC, Lotus Notes, OS/390, JES2, Testing, Control-M, Software Development, Databases, Database Administration, Performance Tuning, Integration
Education
State University of New York Institute of Technology at Utica/Rome 1987 — 1989
BS, Computer Science
Broome Community College 1983 — 1986
AS, Computer Science
North Carolina State University
Computer Science, A
Wake Technical Community College
Computer Science
Andrew Dietz Andrew Dietz's Credit Suisse Experience July 2000 - July 2003
Job Institutional Marketing for Merchant Banking & Real Estate Investing
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
ASB Capital Management March 2012 - May 2014
KBW September 2010 - January 2012
Eastdil Secured November 2003 - June 2010
Credit Suisse July 2000 - July 2003
Skills
Private Equity, Investment Management, Equities
Education
Yale School of Management 1996 — 1998
MBA, Finance
Brandeis University 1988 — 1992
BA, Political Science
Morgan Stanley June 2014 - Present
ASB Capital Management March 2012 - May 2014
KBW September 2010 - January 2012
Eastdil Secured November 2003 - June 2010
Credit Suisse July 2000 - July 2003
Skills
Private Equity, Investment Management, Equities
Education
Yale School of Management 1996 — 1998
MBA, Finance
Brandeis University 1988 — 1992
BA, Political Science
Alan Berenbaum Alan Berenbaum's Credit Suisse Experience March 2000 - October 2010
Job Managing Director at Macquarie Group
Industry Financial Services
Experience
Macquarie Group July 2015 - Present
Stifel Financial Corp./CM Finance November 2012 - June 2015
Aldwych Capital Partners May 2012 - November 2012
RBC December 2010 - October 2011
Credit Suisse March 2000 - October 2010
Citi 1989 - 2000
Skills
Loan Sales, High Yield Bonds, Series 7, Series 63, Distressed Debt, Leveraged Finance, Fixed Income
Education
New York University, Stern School of Business 1986 — 1989
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Oceanside High School
Macquarie Group July 2015 - Present
Stifel Financial Corp./CM Finance November 2012 - June 2015
Aldwych Capital Partners May 2012 - November 2012
RBC December 2010 - October 2011
Credit Suisse March 2000 - October 2010
Citi 1989 - 2000
Skills
Loan Sales, High Yield Bonds, Series 7, Series 63, Distressed Debt, Leveraged Finance, Fixed Income
Education
New York University, Stern School of Business 1986 — 1989
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Oceanside High School
Ariel Schochet's Credit Suisse Experience November 1999 - November 2000
Job SSEA Consulting
Industry Financial Services
Experience
SSEA Consulting April 2011 - Present
Height Analytics January 2010 - April 2011
Ladenburg Thalmann May 2009 - December 2009
Omega Advisors September 2008 - April 2009
Fortress Investment Group August 2007 - March 2008
Gardening Leave August 2006 - August 2007
Citadel Investment Group October 2003 - August 2006
Millennium Partners March 2002 - October 2003
Highline Capital November 2000 - March 2002
Credit Suisse November 1999 - November 2000
Skills
Bloomberg, Valuation, Investments, Strategic Planning, Risk Management, Finance, Portfolio Management, Financial Services, Hedge Funds, Banking, Equities, Trading, Equity Research, Alternative Investments, Capital Markets, Financial Modeling, Asset Management, Investment Banking, Financial Analysis, Management
Education
Brandeis University 1994 — 1996
Master's Degree, International Economics and Finance
Brandeis University 1991 — 1995
Bachelor's Degree, Economics
SSEA Consulting April 2011 - Present
Height Analytics January 2010 - April 2011
Ladenburg Thalmann May 2009 - December 2009
Omega Advisors September 2008 - April 2009
Fortress Investment Group August 2007 - March 2008
Gardening Leave August 2006 - August 2007
Citadel Investment Group October 2003 - August 2006
Millennium Partners March 2002 - October 2003
Highline Capital November 2000 - March 2002
Credit Suisse November 1999 - November 2000
Skills
Bloomberg, Valuation, Investments, Strategic Planning, Risk Management, Finance, Portfolio Management, Financial Services, Hedge Funds, Banking, Equities, Trading, Equity Research, Alternative Investments, Capital Markets, Financial Modeling, Asset Management, Investment Banking, Financial Analysis, Management
Education
Brandeis University 1994 — 1996
Master's Degree, International Economics and Finance
Brandeis University 1991 — 1995
Bachelor's Degree, Economics
Robert Laken Robert Laken's Credit Suisse Experience January 2000 - January 2002
Job Personal Chef
Industry Food & Beverages
Experience
Season To Taste January 2010 - Present
Lowenstein Sandler PC January 2004 - Present
Main St. Trattoria January 2002 - January 2004
Credit Suisse January 2000 - January 2002
KPMG January 1996 - January 2000
Service America 1996 - 1998
Skills
Food & Beverage, Catering, Vendor Relations, Special Events, Party Planning, Inventory Control, Culinary, Food Service, Hiring, Restaurant Management, Purchasing, Event Management, Food, Team Building, Cooking, Food Cost, Microsoft Office, Word, Excel, Menu Development, Culinary Skills, Event Planning, Sanitation, Training, Cuisine, Recipes, Fine Dining, Food Preparation, Chef, Food Safety, Customer Service, Hospitality, Menu Costing, Sales, Microsoft Excel, Microsoft Word
Education
Brookdale Community College
Season To Taste January 2010 - Present
Lowenstein Sandler PC January 2004 - Present
Main St. Trattoria January 2002 - January 2004
Credit Suisse January 2000 - January 2002
KPMG January 1996 - January 2000
Service America 1996 - 1998
Skills
Food & Beverage, Catering, Vendor Relations, Special Events, Party Planning, Inventory Control, Culinary, Food Service, Hiring, Restaurant Management, Purchasing, Event Management, Food, Team Building, Cooking, Food Cost, Microsoft Office, Word, Excel, Menu Development, Culinary Skills, Event Planning, Sanitation, Training, Cuisine, Recipes, Fine Dining, Food Preparation, Chef, Food Safety, Customer Service, Hospitality, Menu Costing, Sales, Microsoft Excel, Microsoft Word
Education
Brookdale Community College
Eduardo Zanatta's Credit Suisse Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
Harvard Business School August 2014 - Present
Aubergine and Company April 2014 - Present
Walmart June 2015 - August 2015
Zipwire (tech start-up in contact management space) January 2014 - July 2014
Innosight (Consulting firm founded by Harvard professor Clayton M. Christensen) January 2012 - December 2013
Academy for Creating Enterprise January 2010 - June 2012
Goldman Sachs June 2011 - August 2011
Dr. Stephen R. Covey's Office November 2010 - April 2011
Credit Suisse June 2010 - August 2010
UK Parliament June 2009 - July 2009
Skills
Leadership, Management, International..., Strategy, Public Speaking, Business Planning, Business Development, Product Development, Finance, Team Leadership, Project Management, Research, Marketing Strategy, Start-ups, Leadership Development, Social Entrepreneurship
Education
Harvard Business School
MBA Candidate - Class of 2016
Brigham Young University 2005 — 2012
BS, Business Management, Finance
Fundacao Getulio Vargas / FGV 2008 — 2008
Bachelor of Science, Business Administration, Sao Paulo, Brazil
Harvard Business School August 2014 - Present
Aubergine and Company April 2014 - Present
Walmart June 2015 - August 2015
Zipwire (tech start-up in contact management space) January 2014 - July 2014
Innosight (Consulting firm founded by Harvard professor Clayton M. Christensen) January 2012 - December 2013
Academy for Creating Enterprise January 2010 - June 2012
Goldman Sachs June 2011 - August 2011
Dr. Stephen R. Covey's Office November 2010 - April 2011
Credit Suisse June 2010 - August 2010
UK Parliament June 2009 - July 2009
Skills
Leadership, Management, International..., Strategy, Public Speaking, Business Planning, Business Development, Product Development, Finance, Team Leadership, Project Management, Research, Marketing Strategy, Start-ups, Leadership Development, Social Entrepreneurship
Education
Harvard Business School
MBA Candidate - Class of 2016
Brigham Young University 2005 — 2012
BS, Business Management, Finance
Fundacao Getulio Vargas / FGV 2008 — 2008
Bachelor of Science, Business Administration, Sao Paulo, Brazil
Carl Weatherley-White, CFA Carl Weatherley-White, CFA's Credit Suisse Experience March 1990 - December 2005
Job President at Lightbeam Electric Company
Industry Renewables & Environment
Experience
Lightbeam Electric Company December 2013 - Present
K Road Power January 2012 - December 2013
Barclays September 2008 - December 2011
Lehman Brothers December 2005 - September 2008
Credit Suisse March 1990 - December 2005
Drexel Burnham Lambert June 1988 - February 1990
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Due Diligence, Corporate Finance, Forecasting, Accounting, Finance, Business Strategy, Project Finance, Budgets, Internal Controls, Business Planning, Strategic Financial..., Risk Management, Private Equity, Start-ups, Strategy
Education
University of Cape Town 1986 — 1987
Graduate Fellowship, Economics and Political Science
Brown University 1982 — 1986
Bachelor of Science (BS), Neuroscience
St. Paul's School 1978 — 1981
Lightbeam Electric Company December 2013 - Present
K Road Power January 2012 - December 2013
Barclays September 2008 - December 2011
Lehman Brothers December 2005 - September 2008
Credit Suisse March 1990 - December 2005
Drexel Burnham Lambert June 1988 - February 1990
Skills
Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Managerial Finance, Due Diligence, Corporate Finance, Forecasting, Accounting, Finance, Business Strategy, Project Finance, Budgets, Internal Controls, Business Planning, Strategic Financial..., Risk Management, Private Equity, Start-ups, Strategy
Education
University of Cape Town 1986 — 1987
Graduate Fellowship, Economics and Political Science
Brown University 1982 — 1986
Bachelor of Science (BS), Neuroscience
St. Paul's School 1978 — 1981
Eduardo Amorim Eduardo Amorim's Credit Suisse Experience June 2008 - August 2008
Job MBA Candidate at Northwestern University Kellogg School of Management
Industry Professional Training & Coaching
Experience
Kellogg School of Management International Education Manager
Goldman Sachs July 2010 - March 2013
Brigham Young University 2007 - 2010
Itaú Unibanco June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Skills
Bloomberg, Brazilian Portuguese, English, Japanese, Spanish, Microsoft Excel, Capital Markets, Financial Markets, Social Impact, Project Planning, Management, Latin America, Risk Management, Leadership, Market Research, Training, Economics
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA) - Full Time Candidate Class of 2017
Brigham Young University 2004 — 2010
Bachelor's degree, Economics
Kellogg School of Management International Education Manager
Goldman Sachs July 2010 - March 2013
Brigham Young University 2007 - 2010
Itaú Unibanco June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Skills
Bloomberg, Brazilian Portuguese, English, Japanese, Spanish, Microsoft Excel, Capital Markets, Financial Markets, Social Impact, Project Planning, Management, Latin America, Risk Management, Leadership, Market Research, Training, Economics
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA) - Full Time Candidate Class of 2017
Brigham Young University 2004 — 2010
Bachelor's degree, Economics
Jen Macomber's Credit Suisse Experience August 2005 - November 2009
Job Web Content Manager at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Summer Infant November 2009 - January 2011
Credit Suisse August 2005 - November 2009
RBC Dain Rauscher Bank April 2004 - August 2005
Oppenheimer & Co. January 2002 - August 2004
Skills
Web Content Management, Web Design, Email Marketing, Integrated Marketing, Web Marketing, Graphic Design, Market Research, HTML, Silverpop, Omniture, Dreamweaver, Ektron Content..., Photoshop, Brightcove, Series 7, Series 63, Leadership, Project Management, Marketing Strategy, Marketing, Marketing Communications, Strategy, Campaign Tracking, eCommerce Marketing, Web Analytics, Vignette CMS, Web Reporting, Digital Marketing, Adobe Creative Suite, Corporate Website..., Retail, Management, WordPress, Team Leadership, Sales, Google Analytics, Online Marketing
Education
Emerson College 2007 — 2010
Master’s Degree, Integrated Marketing Communications
Spectrum Computer Solutions 2000 — 2001
Microsoft Certification, Graphic / Web Design
Bridgewater State University 1995 — 1999
Bachelor of Science, Psychology, Magna Cum Laude
John Hancock Life Insurance Company (U.S.A.) April 2011 - Present
Summer Infant November 2009 - January 2011
Credit Suisse August 2005 - November 2009
RBC Dain Rauscher Bank April 2004 - August 2005
Oppenheimer & Co. January 2002 - August 2004
Skills
Web Content Management, Web Design, Email Marketing, Integrated Marketing, Web Marketing, Graphic Design, Market Research, HTML, Silverpop, Omniture, Dreamweaver, Ektron Content..., Photoshop, Brightcove, Series 7, Series 63, Leadership, Project Management, Marketing Strategy, Marketing, Marketing Communications, Strategy, Campaign Tracking, eCommerce Marketing, Web Analytics, Vignette CMS, Web Reporting, Digital Marketing, Adobe Creative Suite, Corporate Website..., Retail, Management, WordPress, Team Leadership, Sales, Google Analytics, Online Marketing
Education
Emerson College 2007 — 2010
Master’s Degree, Integrated Marketing Communications
Spectrum Computer Solutions 2000 — 2001
Microsoft Certification, Graphic / Web Design
Bridgewater State University 1995 — 1999
Bachelor of Science, Psychology, Magna Cum Laude
Mauricio Agudelo's Credit Suisse Experience June 2014 - Present
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Benistar Administrative Services, Inc. May 2009 - July 2012
Benistar Administrative Services, Inc. May 2002 - May 2009
Education
Yale University - Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
CFA Institute 2008 — 2010
CFA Charterholder, Financial Analysis
Brooklyn Law School 2005 — 2009
Juris Doctor, Law
The University of Connecticut 1998 — 2002
Bachelor of Arts (B.A.), English Literature
The University of Connecticut 1998 — 2002
Bachelor of Science (B.S.), Finance
Credit Suisse June 2014 - Present
Benistar Administrative Services, Inc. May 2009 - July 2012
Benistar Administrative Services, Inc. May 2002 - May 2009
Education
Yale University - Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
CFA Institute 2008 — 2010
CFA Charterholder, Financial Analysis
Brooklyn Law School 2005 — 2009
Juris Doctor, Law
The University of Connecticut 1998 — 2002
Bachelor of Arts (B.A.), English Literature
The University of Connecticut 1998 — 2002
Bachelor of Science (B.S.), Finance
Paul Leck's Credit Suisse Experience June 2012 - August 2012
Job Business Development & Strategy at Friendemic
Industry Information Technology and Services
Experience
Friendemic May 2015 - Present
United Angels Foundation November 2007 - Present
Macquarie Group June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Clear Horizons Financial, Inc. April 2008 - June 2012
Accretive Capital Partners, LLC September 2011 - December 2011
Buehner Construction, LLC 2006 - 2008
AVS Contruction 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Valuation, Private Equity, Venture Capital, Corporate Finance, Business Development, Portfolio Management, Capital Markets, Investments, Asset Management, Management, Microsoft Excel, Leadership, Strategy
Education
Brigham Young University
Marriott School of Management
Brigham Young University 2001 — 2003
General Education
Friendemic May 2015 - Present
United Angels Foundation November 2007 - Present
Macquarie Group June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Clear Horizons Financial, Inc. April 2008 - June 2012
Accretive Capital Partners, LLC September 2011 - December 2011
Buehner Construction, LLC 2006 - 2008
AVS Contruction 2003 - 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Valuation, Private Equity, Venture Capital, Corporate Finance, Business Development, Portfolio Management, Capital Markets, Investments, Asset Management, Management, Microsoft Excel, Leadership, Strategy
Education
Brigham Young University
Marriott School of Management
Brigham Young University 2001 — 2003
General Education
Matt Kleiman Matt Kleiman's Credit Suisse Experience June 2014 - August 2014
Job Insights Analyst at Avvo
Industry Computer Software
Experience
Avvo April 2015 - Present
Carnegie Mellon University August 2014 - March 2015
Credit Suisse June 2014 - August 2014
Global Cardiac Monitors LLC May 2013 - July 2013
XA.net September 2011 - November 2011
Apple Inc. June 2010 - June 2011
Quattro Wireless February 2009 - May 2010
Education
Carnegie Mellon University 2013 — 2014
Master of Information Systems Management
Brandeis University 2006 — 2010
BA, Economics
Avvo April 2015 - Present
Carnegie Mellon University August 2014 - March 2015
Credit Suisse June 2014 - August 2014
Global Cardiac Monitors LLC May 2013 - July 2013
XA.net September 2011 - November 2011
Apple Inc. June 2010 - June 2011
Quattro Wireless February 2009 - May 2010
Education
Carnegie Mellon University 2013 — 2014
Master of Information Systems Management
Brandeis University 2006 — 2010
BA, Economics
Noelle Teh's Credit Suisse Experience August 2013 - July 2014
Job Data Analyst
Industry Information Services
Experience
Life at St. Joseph of the Pines August 2014 - Present
Credit Suisse August 2013 - July 2014
Volunteer Editing and Proofreading July 2013 - July 2013
Temple University June 2011 - June 2013
Brigham Young University April 2009 - June 2011
Brigham Young University 2004 - 2011
Skills
Data Analysis, Java, SQL, PowerPoint, MySQL, Editing, Access, Visio, Databases, Windows, Microsoft Office, Microsoft Excel, Analysis, Systems Analysis, Microsoft Word, HTML, Programming
Education
Brigham Young University 2004 — 2011
Master of Science (MS), Management Information Systems, General
Brigham Young University
Bachelor of Science (BS), Management Information Systems, General
Life at St. Joseph of the Pines August 2014 - Present
Credit Suisse August 2013 - July 2014
Volunteer Editing and Proofreading July 2013 - July 2013
Temple University June 2011 - June 2013
Brigham Young University April 2009 - June 2011
Brigham Young University 2004 - 2011
Skills
Data Analysis, Java, SQL, PowerPoint, MySQL, Editing, Access, Visio, Databases, Windows, Microsoft Office, Microsoft Excel, Analysis, Systems Analysis, Microsoft Word, HTML, Programming
Education
Brigham Young University 2004 — 2011
Master of Science (MS), Management Information Systems, General
Brigham Young University
Bachelor of Science (BS), Management Information Systems, General
Travis Greenwood Travis Greenwood's Credit Suisse Experience 1986 - 1987
Job CFO at Madison Partners
Industry Real Estate
Experience
Madison Partners June 2014 - Present
Redhill Realty Investors August 2005 - June 2014
Greenwood Realty Advisors 1995 - 2004
Price Waterhouse Coopers 1989 - 1995
Credit Suisse 1986 - 1987
Skills
Due Diligence, Asset Management, Valuation, Financial Modeling, Investments, Mergers & Acquisitions, Financial Analysis, Real Estate, Finance, Private Equity
Education
Brigham Young University 1988 — 1989
Masters, Accounting
Brigham Young University 1985 — 1988
BA, Accounting
Madison Partners June 2014 - Present
Redhill Realty Investors August 2005 - June 2014
Greenwood Realty Advisors 1995 - 2004
Price Waterhouse Coopers 1989 - 1995
Credit Suisse 1986 - 1987
Skills
Due Diligence, Asset Management, Valuation, Financial Modeling, Investments, Mergers & Acquisitions, Financial Analysis, Real Estate, Finance, Private Equity
Education
Brigham Young University 1988 — 1989
Masters, Accounting
Brigham Young University 1985 — 1988
BA, Accounting
Justin Sussek's Credit Suisse Experience December 2011 - Present
Job Experienced Recruitment and Operations Professional
Industry Human Resources
Experience
Credit Suisse December 2011 - Present
ACS, a Xerox Company July 2011 - December 2011
SAS March 2011 - May 2011
King & Bishop December 2009 - January 2011
Lonza July 2009 - November 2009
King & Bishop October 2008 - March 2009
Starpoint Solutions August 2008 - October 2008
Veritude January 2007 - June 2008
Staples May 2005 - January 2007
Roche Bros. Supermarkets September 1997 - May 2005
Skills
Customer Service, Call Center, Onboarding, Staffing Coordination, Human Resources, Talent Acquisition, Applicant Tracking..., Employee Relations, Recruiting, Benefits Administration, Sourcing, Screening Resumes, New Hire Orientations, Screening, Call Centers, Interviews, Temporary Placement
Education
Bridgewater State University 1999 — 2004
Bachelor's
Xaverian Brothers High School 1995 — 1999
Diploma
Credit Suisse December 2011 - Present
ACS, a Xerox Company July 2011 - December 2011
SAS March 2011 - May 2011
King & Bishop December 2009 - January 2011
Lonza July 2009 - November 2009
King & Bishop October 2008 - March 2009
Starpoint Solutions August 2008 - October 2008
Veritude January 2007 - June 2008
Staples May 2005 - January 2007
Roche Bros. Supermarkets September 1997 - May 2005
Skills
Customer Service, Call Center, Onboarding, Staffing Coordination, Human Resources, Talent Acquisition, Applicant Tracking..., Employee Relations, Recruiting, Benefits Administration, Sourcing, Screening Resumes, New Hire Orientations, Screening, Call Centers, Interviews, Temporary Placement
Education
Bridgewater State University 1999 — 2004
Bachelor's
Xaverian Brothers High School 1995 — 1999
Diploma
Kurt Wickham Kurt Wickham's Credit Suisse Experience 1997 - 2003
Job
Industry Venture Capital & Private Equity
Experience
West Partners April 2015 - Present
W Partners Group 2009 - 2015
Valencia Park 2006 - 2015
AlliedPath 2007 - 2009
Relational Advisors 2003 - 2009
Credit Suisse 1997 - 2003
Ernst & Young 1995 - 1997
Skills
Mergers & Acquisitions, Private Placements, Strategic Planning, Investment Banking, Corporate Finance, Private Equity, Corporate Development, Board of Directors, Strategy, Valuation, Financial Analysis, Investments, Business Strategy, Accounting, Capital Markets, Due Diligence, Finance, Financial Modeling, Management, Venture Capital, Start-ups
Education
Brigham Young University
Master's degree
Brigham Young University
Bachelor
West Partners April 2015 - Present
W Partners Group 2009 - 2015
Valencia Park 2006 - 2015
AlliedPath 2007 - 2009
Relational Advisors 2003 - 2009
Credit Suisse 1997 - 2003
Ernst & Young 1995 - 1997
Skills
Mergers & Acquisitions, Private Placements, Strategic Planning, Investment Banking, Corporate Finance, Private Equity, Corporate Development, Board of Directors, Strategy, Valuation, Financial Analysis, Investments, Business Strategy, Accounting, Capital Markets, Due Diligence, Finance, Financial Modeling, Management, Venture Capital, Start-ups
Education
Brigham Young University
Master's degree
Brigham Young University
Bachelor
Julie Hammond Julie Hammond's Credit Suisse Experience February 2007 - March 2009
Job Corporate Attorney
Industry Law Practice
Experience
Sole Practitioner June 2010 - Present
Credit Suisse February 2007 - March 2009
Latham & Watkins September 1999 - February 2007
Skills
Corporate Law, Corporate Governance, Intellectual Property, Start-ups, Private Equity, Licensing, Corporate Finance
Education
J. Reuben Clark Law School, Brigham Young University 1996 — 1999
Doctor of Law (JD)
Brigham Young University 1992 — 1995
Bachelor of Arts (BA), Cultural Anthropology and Portuguese (Double Major)
Sole Practitioner June 2010 - Present
Credit Suisse February 2007 - March 2009
Latham & Watkins September 1999 - February 2007
Skills
Corporate Law, Corporate Governance, Intellectual Property, Start-ups, Private Equity, Licensing, Corporate Finance
Education
J. Reuben Clark Law School, Brigham Young University 1996 — 1999
Doctor of Law (JD)
Brigham Young University 1992 — 1995
Bachelor of Arts (BA), Cultural Anthropology and Portuguese (Double Major)
Rebecca Gold Rebecca Gold's Credit Suisse Experience January 2014 - Present
Job State and Local Tax at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
New York Legal Assistance Group March 2013 - June 2013
Gucci Group January 2012 - April 2012
Public Health Solutions August 2011 - December 2011
New York City Department of Finance June 2011 - July 2011
Credit Suisse Securities (USA), LLC February 1992 - January 2011
Skills
Business Analysis, Analysis, Research, Legal Writing, Tax, Trading Systems, Management, Legal Research, Securities, SDLC, Fixed Income, Capital Markets, Settlement, Trading, Business Requirements
Education
Brooklyn Law School 2008 — 2012
Doctor of Law (JD)
New York University Stern School of Business
M.B.A, Information Systems
New York University
B.A., Computer Science
Credit Suisse January 2014 - Present
New York Legal Assistance Group March 2013 - June 2013
Gucci Group January 2012 - April 2012
Public Health Solutions August 2011 - December 2011
New York City Department of Finance June 2011 - July 2011
Credit Suisse Securities (USA), LLC February 1992 - January 2011
Skills
Business Analysis, Analysis, Research, Legal Writing, Tax, Trading Systems, Management, Legal Research, Securities, SDLC, Fixed Income, Capital Markets, Settlement, Trading, Business Requirements
Education
Brooklyn Law School 2008 — 2012
Doctor of Law (JD)
New York University Stern School of Business
M.B.A, Information Systems
New York University
B.A., Computer Science
Colton Burr Colton Burr's Credit Suisse Experience July 2011 - September 2012
Job Fund Manager at Vivint Solar
Industry Capital Markets
Experience
Vivint Solar June 2014 - Present
Beneficial Financial Group April 2013 - April 2014
Credit Suisse July 2011 - September 2012
Citigroup June 2010 - August 2010
Yehu Microfinance May 2009 - July 2009
Global Financial Advisors January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
AmericanWest Bank May 2007 - June 2008
Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance
Vivint Solar June 2014 - Present
Beneficial Financial Group April 2013 - April 2014
Credit Suisse July 2011 - September 2012
Citigroup June 2010 - August 2010
Yehu Microfinance May 2009 - July 2009
Global Financial Advisors January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
AmericanWest Bank May 2007 - June 2008
Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance
Michael Cox's Credit Suisse Experience July 2012 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Credit Suisse July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Ernst & Young February 2008 - January 2010
PricewaterhouseCoopers December 2006 - January 2008
Skills
Valuation, Due Diligence, CPA, Financial Structuring, Financial Modeling, Financial Analysis, Corporate Finance, Business Valuation, Private Equity, Investments, Accounting, Investment Banking, Financial Reporting, Venture Capital, Finance
Education
Brigham Young University 2010 — 2012
MBA, Finance and Entrepreneurship
Brigham Young University 2002 — 2006
Bachelor of Science, Business
Credit Suisse July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Ernst & Young February 2008 - January 2010
PricewaterhouseCoopers December 2006 - January 2008
Skills
Valuation, Due Diligence, CPA, Financial Structuring, Financial Modeling, Financial Analysis, Corporate Finance, Business Valuation, Private Equity, Investments, Accounting, Investment Banking, Financial Reporting, Venture Capital, Finance
Education
Brigham Young University 2010 — 2012
MBA, Finance and Entrepreneurship
Brigham Young University 2002 — 2006
Bachelor of Science, Business
Julie Kellett Julie Kellett's Credit Suisse Experience June 2009 - August 2009
Job Regional Marketing Director at Matchbin
Industry Internet
Experience
Matchbin June 2010 - Present
Credit Suisse June 2009 - August 2009
Schneider Electric June 2006 - August 2008
Education
Brigham Young University 2008 — 2010
MBA, Finance, Strategy
Brigham Young University 2002 — 2006
BS, Marketing Management
Matchbin June 2010 - Present
Credit Suisse June 2009 - August 2009
Schneider Electric June 2006 - August 2008
Education
Brigham Young University 2008 — 2010
MBA, Finance, Strategy
Brigham Young University 2002 — 2006
BS, Marketing Management
Steve Azarbad Steve Azarbad's Credit Suisse Experience April 2004 - May 2009
Job Chief Investment Officer of Maglan Capital
Industry Financial Services
Experience
Maglan Capital December 2010 - Present
ETG Capital Advisors LLC June 2009 - Present
Credit Suisse April 2004 - May 2009
Weil Gotshal and Manges September 2002 - April 2004
U.S. Bankruptcy Court September 2001 - August 2002
Skadden Arps August 2000 - August 2001
Skills
Bankruptcy, Leveraged Finance, Hedge Funds, Investments, Restructuring, Trading, Fixed Income, Credit Evaluation, Trade Credit, Special Situations, Equities, Credit, Investment Banking, Options, Portfolio Management, Capital Markets, Accounts Receivable, Securities, Asset Management
Education
Brooklyn Law School 1997 — 2000
City University of New York-Brooklyn College 1993 — 1997
BS, Accounting
Yeshiva of Flatbush 1989 — 1993
High School
Maglan Capital December 2010 - Present
ETG Capital Advisors LLC June 2009 - Present
Credit Suisse April 2004 - May 2009
Weil Gotshal and Manges September 2002 - April 2004
U.S. Bankruptcy Court September 2001 - August 2002
Skadden Arps August 2000 - August 2001
Skills
Bankruptcy, Leveraged Finance, Hedge Funds, Investments, Restructuring, Trading, Fixed Income, Credit Evaluation, Trade Credit, Special Situations, Equities, Credit, Investment Banking, Options, Portfolio Management, Capital Markets, Accounts Receivable, Securities, Asset Management
Education
Brooklyn Law School 1997 — 2000
City University of New York-Brooklyn College 1993 — 1997
BS, Accounting
Yeshiva of Flatbush 1989 — 1993
High School
Sharona Pinhas Sharona Pinhas's Credit Suisse Experience July 2012 - February 2013
Job Office Manager at BluVision, Licensed Florida Real Estate Agent
Industry Executive Office
Experience
BluVision, Inc. Office Manager/CEO Assistant/Marketing AssociateBrow.si, MySiteAppFebruary 2013 - August 2014
Credit Suisse July 2012 - February 2013
Carmel Cruise and Tours 2008 - 2009
Century 21 Real Estate 2007 - 2008
Skills
Microsoft Excel, Microsoft Office, Risk Management, Customer Service, Microsoft Word, Project Management, PowerPoint, Strategic Planning, Sales, Management, Time Management, English, Integration, Administration, Entrepreneurship, Product Management, Public Speaking, Online Marketing, Social Media, Public Relations, Online Advertising, Marketing
Education
Gold Coast Real Estate 2015 — 2015
Real Estate License, Real Estate
University of Haifa 2009 — 2012
Psychology/ Art History, Art Therepy
Broward College 2008 — 2009
Coral Glades High School 2003 — 2007
Diploma
BluVision, Inc. Office Manager/CEO Assistant/Marketing AssociateBrow.si, MySiteAppFebruary 2013 - August 2014
Credit Suisse July 2012 - February 2013
Carmel Cruise and Tours 2008 - 2009
Century 21 Real Estate 2007 - 2008
Skills
Microsoft Excel, Microsoft Office, Risk Management, Customer Service, Microsoft Word, Project Management, PowerPoint, Strategic Planning, Sales, Management, Time Management, English, Integration, Administration, Entrepreneurship, Product Management, Public Speaking, Online Marketing, Social Media, Public Relations, Online Advertising, Marketing
Education
Gold Coast Real Estate 2015 — 2015
Real Estate License, Real Estate
University of Haifa 2009 — 2012
Psychology/ Art History, Art Therepy
Broward College 2008 — 2009
Coral Glades High School 2003 — 2007
Diploma
Arin Amanda Prisand's Credit Suisse Experience May 2001 - April 2002
Job Executive Director, Corporate Access, Mizuho Securites USA
Industry Investment Banking
Experience
Mizuho Securities USA Inc. September 2011 - Present
Jefferies & Company April 2007 - July 2011
Pequot Capital April 2002 - April 2007
Credit Suisse May 2001 - April 2002
Sotheby's March 1999 - May 2001
Skills
Equities, Equity Research, Hedge Funds, Fixed Income, Valuation, Bloomberg, Capital Markets, Securities, Investment Banking
Education
Columbia University, Graduate School of Arts and Sciences 1997 — 1998
MA, Art History
Brandeis University 1993 — 1997
BA, American Studies & Studio Art
Mizuho Securities USA Inc. September 2011 - Present
Jefferies & Company April 2007 - July 2011
Pequot Capital April 2002 - April 2007
Credit Suisse May 2001 - April 2002
Sotheby's March 1999 - May 2001
Skills
Equities, Equity Research, Hedge Funds, Fixed Income, Valuation, Bloomberg, Capital Markets, Securities, Investment Banking
Education
Columbia University, Graduate School of Arts and Sciences 1997 — 1998
MA, Art History
Brandeis University 1993 — 1997
BA, American Studies & Studio Art
Susan Furmato Susan Furmato's Credit Suisse Experience 2000 - 2004
Job Administrative Professional
Industry Investment Banking
Experience
Amboy Bank January 2013 - Present
Sagent Advisors March 2004 - February 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
Brookdale Community College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Amboy Bank January 2013 - Present
Sagent Advisors March 2004 - February 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
Brookdale Community College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Dan Cypen Dan Cypen's Credit Suisse Experience June 2014 - August 2014
Job MBA Graduate at Brandeis University
Industry Financial Services
Experience
Credit Suisse June 2014 - August 2014
Israel Ministry of Finance October 2010 - August 2013
Israel Ministry of Finance January 2009 - September 2010
Israeli Defense Forces (IDF) 2003 - 2006
Skills
Financial Accounting, Financial Audits, Financial Risk, Economics, Capital Markets, Capital Markets Analysis, Business Analysis, Negotiation, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Finance, CPA, Financial Analysis, Risk Compliance, Financial Statement..., Life Insurance, General Insurance, Public Policy, IFRS, Risk Management, Auditing, Financial Reporting, Financial Modeling
Education
Brandeis University 2013 — 2015
Master of Business Administration (MBA), graduated with Distinction, GPA: 3.7/4.0
The Hebrew University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Accounting
Credit Suisse June 2014 - August 2014
Israel Ministry of Finance October 2010 - August 2013
Israel Ministry of Finance January 2009 - September 2010
Israeli Defense Forces (IDF) 2003 - 2006
Skills
Financial Accounting, Financial Audits, Financial Risk, Economics, Capital Markets, Capital Markets Analysis, Business Analysis, Negotiation, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Finance, CPA, Financial Analysis, Risk Compliance, Financial Statement..., Life Insurance, General Insurance, Public Policy, IFRS, Risk Management, Auditing, Financial Reporting, Financial Modeling
Education
Brandeis University 2013 — 2015
Master of Business Administration (MBA), graduated with Distinction, GPA: 3.7/4.0
The Hebrew University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Accounting
Anthony Viegas-Haws's Credit Suisse Experience July 2010 - June 2015
Job Manager at Deloitte Tax LLP
Industry Law Practice
Experience
Deloitte September 2015 - Present
Credit Suisse July 2010 - June 2015
Baker & McKenzie 2008 - 2009
Deloitte 2006 - 2008
Skills
International Tax, Tax, Mergers & Acquisitions, Trusts, Income Tax, Banking, Investments, Wealth Management..., Trust Services, Due Diligence, Private Equity, Private Banking
Education
University of Houston Law Center 2004 — 2007
Juris Doctorate, Law
Brigham Young University 1997 — 2003
Bachelor of Arts (B.A.), Political Science
Allen High School 1993 — 1997
Deloitte September 2015 - Present
Credit Suisse July 2010 - June 2015
Baker & McKenzie 2008 - 2009
Deloitte 2006 - 2008
Skills
International Tax, Tax, Mergers & Acquisitions, Trusts, Income Tax, Banking, Investments, Wealth Management..., Trust Services, Due Diligence, Private Equity, Private Banking
Education
University of Houston Law Center 2004 — 2007
Juris Doctorate, Law
Brigham Young University 1997 — 2003
Bachelor of Arts (B.A.), Political Science
Allen High School 1993 — 1997
James Pierce James Pierce's Credit Suisse Experience July 2008 - August 2009
Job Product & Strategy at nTangle
Industry Investment Banking
Experience
nTangle October 2014 - Present
ImmiGreat.us April 2013 - October 2014
Waller Capital Partners September 2009 - May 2013
Credit Suisse July 2008 - August 2009
University Venture Fund December 2006 - April 2008
Global Financial Advisors August 2006 - April 2008
Credit Suisse March 2007 - August 2007
America's Freedom Foundation April 2003 - April 2007
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Mergers, Finance, Entrepreneurship, Start-ups, Accounting, Spanish, Business Services, Networking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Valuation
Education
General Assembly 2014 — 2014
Product Management
Brigham Young University
Bachelors
nTangle October 2014 - Present
ImmiGreat.us April 2013 - October 2014
Waller Capital Partners September 2009 - May 2013
Credit Suisse July 2008 - August 2009
University Venture Fund December 2006 - April 2008
Global Financial Advisors August 2006 - April 2008
Credit Suisse March 2007 - August 2007
America's Freedom Foundation April 2003 - April 2007
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Mergers, Finance, Entrepreneurship, Start-ups, Accounting, Spanish, Business Services, Networking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Valuation
Education
General Assembly 2014 — 2014
Product Management
Brigham Young University
Bachelors
Emily Ip Emily Ip's Credit Suisse Experience April 2008 - June 2008
Job Event Architect, Wedding & Special Event
Industry Design
Experience
Simon Fraser University September 2013 - Present
Simon Fraser University July 2011 - Present
do.i.do Wedding Coordination + Design Group March 2011 - Present
ORBIS International August 2012 - August 2013
Simon Fraser University February 2012 - June 2012
Simon Fraser University October 2010 - 2012
Simon Fraser University March 2010 - December 2011
Credit Suisse April 2008 - June 2008
Speed Mind Tutoring Centre September 2007 - February 2008
Skills
Adobe Creative Suite, Graphic Design, InDesign, Illustrator, Interaction Design, Photoshop, Event Planning, Web Design, Photography, Social Media, User Experience, Event Management, Information..., Experience Design, WordPress, HTML, Sketching, Logo Design, Video Editing, Facebook, Typography, Creative Direction, User Interface Design, Social Networking, Adobe Acrobat, Digital Media, Online Marketing, Storyboarding, Brand Development, Information Architecture, Marketing Communications, Video Production, Time Management, Branding & Identity, Social Media Marketing, Newsletters, Layout, Information Design, Multimedia, User-centered Design, Copywriting, Flash, Wireframes, User Research, Dreamweaver, Premiere, Digital Photography, User Experience Design, Research
Education
Simon Fraser University
Master of Arts (M.A.), Interactive Arts + Technology
Simon Fraser University 2004 — 2011
BA, Design and Media Arts
Wedding Planning Institution of Canada 2011 — 2011
Certificate, Wedding Coordination
British Columbia Institute of Technology 2006 — 2007
Management Certificate, Interior Design
Simon Fraser University September 2013 - Present
Simon Fraser University July 2011 - Present
do.i.do Wedding Coordination + Design Group March 2011 - Present
ORBIS International August 2012 - August 2013
Simon Fraser University February 2012 - June 2012
Simon Fraser University October 2010 - 2012
Simon Fraser University March 2010 - December 2011
Credit Suisse April 2008 - June 2008
Speed Mind Tutoring Centre September 2007 - February 2008
Skills
Adobe Creative Suite, Graphic Design, InDesign, Illustrator, Interaction Design, Photoshop, Event Planning, Web Design, Photography, Social Media, User Experience, Event Management, Information..., Experience Design, WordPress, HTML, Sketching, Logo Design, Video Editing, Facebook, Typography, Creative Direction, User Interface Design, Social Networking, Adobe Acrobat, Digital Media, Online Marketing, Storyboarding, Brand Development, Information Architecture, Marketing Communications, Video Production, Time Management, Branding & Identity, Social Media Marketing, Newsletters, Layout, Information Design, Multimedia, User-centered Design, Copywriting, Flash, Wireframes, User Research, Dreamweaver, Premiere, Digital Photography, User Experience Design, Research
Education
Simon Fraser University
Master of Arts (M.A.), Interactive Arts + Technology
Simon Fraser University 2004 — 2011
BA, Design and Media Arts
Wedding Planning Institution of Canada 2011 — 2011
Certificate, Wedding Coordination
British Columbia Institute of Technology 2006 — 2007
Management Certificate, Interior Design
Melissa Wengroff Spencer Melissa Wengroff Spencer's Credit Suisse Experience January 2011 - June 2013
Job Vice President at J.P. Morgan Private Bank
Industry Law Practice
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan June 2013 - February 2015
Credit Suisse January 2011 - June 2013
Credit Suisse June 2009 - August 2009
FINRA January 2009 - April 2009
Enterprise Community Partners September 2008 - December 2008
Citi Group June 2008 - August 2008
Skadden Arps June 2005 - July 2007
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Securities Regulation
Education
Brooklyn Law School 2007 — 2010
J.D.
University of Michigan 2001 — 2005
BA
Bronx High School of Science 1997 — 2001
J.P. Morgan February 2015 - Present
J.P. Morgan June 2013 - February 2015
Credit Suisse January 2011 - June 2013
Credit Suisse June 2009 - August 2009
FINRA January 2009 - April 2009
Enterprise Community Partners September 2008 - December 2008
Citi Group June 2008 - August 2008
Skadden Arps June 2005 - July 2007
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Securities Regulation
Education
Brooklyn Law School 2007 — 2010
J.D.
University of Michigan 2001 — 2005
BA
Bronx High School of Science 1997 — 2001
Jordan Nelson Jordan Nelson's Credit Suisse Experience 2007 - 2009
Job Vice President at Columbia West Capital
Industry Investment Banking
Experience
Columbia West Capital December 2013 - Present
Columbia West Capital January 2012 - December 2013
Columbia West Capital LLC 2009 - December 2011
Credit Suisse 2007 - 2009
Goldman Sachs - Private Wealth Management May 2006 - August 2006
Northwestern Mutual 2005 - 2006
Skills
M&A experience, Business Valuation, Financial Modeling, Venture Capital, Mergers, Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Management, Entrepreneurship, Investments, Finance, LBO, Due Diligence, Private Placements, Corporate Finance, Valuation
Education
Brigham Young University 2004 — 2007
BS, Business Management
Utah State University 2000 — 2001
Timpview 1996 — 2000
Columbia West Capital December 2013 - Present
Columbia West Capital January 2012 - December 2013
Columbia West Capital LLC 2009 - December 2011
Credit Suisse 2007 - 2009
Goldman Sachs - Private Wealth Management May 2006 - August 2006
Northwestern Mutual 2005 - 2006
Skills
M&A experience, Business Valuation, Financial Modeling, Venture Capital, Mergers, Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Management, Entrepreneurship, Investments, Finance, LBO, Due Diligence, Private Placements, Corporate Finance, Valuation
Education
Brigham Young University 2004 — 2007
BS, Business Management
Utah State University 2000 — 2001
Timpview 1996 — 2000
Dallin Bills Dallin Bills's Credit Suisse Experience June 2010 - August 2010
Job Investment Professional at Battery Ventures
Industry Venture Capital & Private Equity
Experience
Battery Ventures August 2015 - Present
Lucid Software Inc. August 2014 - August 2015
Intuit September 2011 - September 2014
Brigham Young University April 2010 - April 2011
Credit Suisse June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Strategic Thinking, Product Management, Portuguese, Financial Analysis, Marketing, Leadership Development, Analytic Thinking, Creative Writing, Entrepreneurship, Community Service, Problem Solving, Proactive self-starter, Non-profits, Excel, PowerPoint, Business Strategy, Corporate Finance, Microsoft Excel, Strategy, Finance, Leadership, Management Consulting, Marketing Strategy
Education
Brigham Young University 2005 — 2011
Business, Finance, 3.85
Battery Ventures August 2015 - Present
Lucid Software Inc. August 2014 - August 2015
Intuit September 2011 - September 2014
Brigham Young University April 2010 - April 2011
Credit Suisse June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Strategic Thinking, Product Management, Portuguese, Financial Analysis, Marketing, Leadership Development, Analytic Thinking, Creative Writing, Entrepreneurship, Community Service, Problem Solving, Proactive self-starter, Non-profits, Excel, PowerPoint, Business Strategy, Corporate Finance, Microsoft Excel, Strategy, Finance, Leadership, Management Consulting, Marketing Strategy
Education
Brigham Young University 2005 — 2011
Business, Finance, 3.85
Chris V Kelly Chris V Kelly's Credit Suisse Experience July 2008 - September 2009
Job Vice President at TPG Growth
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2015 - Present
Bain Capital June 2014 - August 2014
HGGC July 2011 - July 2013
Vulcan Capital September 2009 - June 2011
Credit Suisse July 2008 - September 2009
Romney for President, Inc. 2007 - 2007
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Brigham Young University
BS, Finance
TPG Capital August 2015 - Present
Bain Capital June 2014 - August 2014
HGGC July 2011 - July 2013
Vulcan Capital September 2009 - June 2011
Credit Suisse July 2008 - September 2009
Romney for President, Inc. 2007 - 2007
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Brigham Young University
BS, Finance
Andrew McKinley Andrew McKinley's Credit Suisse Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - August 2015
York Capital Management May 2014 - August 2014
BlackRock January 2014 - April 2014
Global Financial Advisors January 2014 - April 2014
Skills
Time Management, Training, Research, Critical Thinking, Teaching, Access, Financial Reporting, Financial Analysis, Equity Research, Data Analysis, Capital Markets, Analysis, Alternative Investments
Education
Brigham Young University 2010 — 2016
Finance, General
Credit Suisse June 2015 - August 2015
York Capital Management May 2014 - August 2014
BlackRock January 2014 - April 2014
Global Financial Advisors January 2014 - April 2014
Skills
Time Management, Training, Research, Critical Thinking, Teaching, Access, Financial Reporting, Financial Analysis, Equity Research, Data Analysis, Capital Markets, Analysis, Alternative Investments
Education
Brigham Young University 2010 — 2016
Finance, General
Jason Ralston's Credit Suisse Experience 2005 - 2007
Job Partner at Village Development
Industry Real Estate
Experience
Guam Facilities Foundation, Inc 2012 - Present
Pacific Village Development June 2007 - Present
Credit Suisse 2005 - 2007
Skills
Commercial Real Estate, Real Estate Development, Property Management, Due Diligence, Real Estate Transactions, Financial Analysis, Real Estate Economics, Management Consulting, Valuation, Disposition, Private Equity, Asset Management, Real Estate, Investments, Acquisitions, Real Estate Financing, Dispositions
Education
Brigham Young University 1990 — 1997
B.S., Accounting
Guam Facilities Foundation, Inc 2012 - Present
Pacific Village Development June 2007 - Present
Credit Suisse 2005 - 2007
Skills
Commercial Real Estate, Real Estate Development, Property Management, Due Diligence, Real Estate Transactions, Financial Analysis, Real Estate Economics, Management Consulting, Valuation, Disposition, Private Equity, Asset Management, Real Estate, Investments, Acquisitions, Real Estate Financing, Dispositions
Education
Brigham Young University 1990 — 1997
B.S., Accounting
Stephen Andrew's Credit Suisse Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
BYU Investment Banking Club March 2015 - Present
Credit Suisse June 2015 - August 2015
Coldwell Banker Commercial Real Estate October 2014 - January 2015
Tag (Mobile App) July 2014 - December 2014
B. Riley & Co. May 2014 - August 2014
Linsalata Capital Partners December 2013 - April 2014
Leland A. Parker & Associates July 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints July 2011 - July 2013
Skills
Microsoft Office, Public Speaking, Editing, Accounting, Coaching, Spanish, Microsoft Excel, Investments, Private Equity, Investment Banking, Corporate Finance, Team Leadership, Valuation, Financial Analysis, Financial Modeling, Leadership, PowerPoint
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor's Degree, Finance, Junior
Edison High School 2006 — 2010
BYU Investment Banking Club March 2015 - Present
Credit Suisse June 2015 - August 2015
Coldwell Banker Commercial Real Estate October 2014 - January 2015
Tag (Mobile App) July 2014 - December 2014
B. Riley & Co. May 2014 - August 2014
Linsalata Capital Partners December 2013 - April 2014
Leland A. Parker & Associates July 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints July 2011 - July 2013
Skills
Microsoft Office, Public Speaking, Editing, Accounting, Coaching, Spanish, Microsoft Excel, Investments, Private Equity, Investment Banking, Corporate Finance, Team Leadership, Valuation, Financial Analysis, Financial Modeling, Leadership, PowerPoint
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor's Degree, Finance, Junior
Edison High School 2006 — 2010
Connor Cook Connor Cook's Credit Suisse Experience June 2013 - August 2013
Job at
Industry Marketing and Advertising
Experience
hhgregg September 2015 - Present
Enterprise Rent-A-Car March 2015 - August 2015
RadioShack August 2013 - May 2015
Credit Suisse June 2013 - August 2013
Skills
Retail Sales, Sales, Microsoft Office, Windows 8, SNAP, Marketing, Social Media Marketing, Social Networking, Social Skills, Customer Service, Communication, Marketing Strategy, Money Management, Profit & Loss Management, Customer Satisfaction, Team Leadership, Electronics, Cellular Communications, Scheduling, Customer Focused..., Customer-focused Service, High Availability, Mac OS, Retail, Windows Phone, Organization Skills, Direct Sales, Sales Presentations
Education
Stockton University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Brookdale Community College 2013 — 2014
Associate of Arts and Sciences (AAS), Marketing
Seton Hall University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
hhgregg September 2015 - Present
Enterprise Rent-A-Car March 2015 - August 2015
RadioShack August 2013 - May 2015
Credit Suisse June 2013 - August 2013
Skills
Retail Sales, Sales, Microsoft Office, Windows 8, SNAP, Marketing, Social Media Marketing, Social Networking, Social Skills, Customer Service, Communication, Marketing Strategy, Money Management, Profit & Loss Management, Customer Satisfaction, Team Leadership, Electronics, Cellular Communications, Scheduling, Customer Focused..., Customer-focused Service, High Availability, Mac OS, Retail, Windows Phone, Organization Skills, Direct Sales, Sales Presentations
Education
Stockton University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Marketing
Brookdale Community College 2013 — 2014
Associate of Arts and Sciences (AAS), Marketing
Seton Hall University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Wei Guo's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Higher Education
Experience
Credit Suisse July 2015 - Present
Greener Ventures, LLC September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Peterson Partners May 2013 - August 2013
MoneyDesktop August 2012 - May 2013
Scalar Partners September 2012 - December 2012
Skills
Valuation, Chinese, Chinese culture, Chinese history, Financial Modeling, Capital IQ, Market Research, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Investment Banking, Investments, Private Equity, Finance, Bloomberg, Capital Markets, Mergers & Acquisitions, Microsoft Excel, Bloomberg Terminal, Equity Research, Economics, Venture Capital, Equity Valuation, Analysis, Chinese History
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Accounting
Credit Suisse July 2015 - Present
Greener Ventures, LLC September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Peterson Partners May 2013 - August 2013
MoneyDesktop August 2012 - May 2013
Scalar Partners September 2012 - December 2012
Skills
Valuation, Chinese, Chinese culture, Chinese history, Financial Modeling, Capital IQ, Market Research, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Investment Banking, Investments, Private Equity, Finance, Bloomberg, Capital Markets, Mergers & Acquisitions, Microsoft Excel, Bloomberg Terminal, Equity Research, Economics, Venture Capital, Equity Valuation, Analysis, Chinese History
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Accounting
Alina Tsirkin Alina Tsirkin's Credit Suisse Experience January 2014 - Present
Job Research Compliance Officer at Credit Suisse
Industry Legal Services
Experience
Credit Suisse January 2014 - Present
Bernstein, Litowitz, Berger & Grossman, LLP October 2011 - December 2013
RegEd February 2011 - September 2011
CONSULTING February 2007 - February 2011
SANCTUARY FOR FAMILIES March 2009 - February 2010
Education
Brooklyn Law School 2003 — 2006
JD
New York University - Leonard N. Stern School of Business 1999 — 2003
B.S., International Business, Finance, Political Science
Credit Suisse January 2014 - Present
Bernstein, Litowitz, Berger & Grossman, LLP October 2011 - December 2013
RegEd February 2011 - September 2011
CONSULTING February 2007 - February 2011
SANCTUARY FOR FAMILIES March 2009 - February 2010
Education
Brooklyn Law School 2003 — 2006
JD
New York University - Leonard N. Stern School of Business 1999 — 2003
B.S., International Business, Finance, Political Science
Eric H. Shyu Eric H. Shyu's Credit Suisse Experience June 2012 - July 2012
Job Financial Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2014 - Present
Zurich Insurance Company Ltd June 2013 - May 2014
Zurich Insurance Company Ltd July 2012 - August 2012
Credit Suisse June 2012 - July 2012
Skills
Microsoft Office, Research, Financial Analysis, PowerPoint, Bloomberg Terminal, Microsoft Excel, Economics, Mandarin, Chinese, Microsoft Word, Investments, Finance, Marketing, Portfolio Management
Education
Brandeis University 2009 — 2013
BA, Major in Business, with Minors in Economics and Psychology
University College London, U. of London 2012 — 2012
Study Abroad, Economics & Psychology
Harvard Summer School 2010 — 2010
Mandarin, Chinese
The Blackstone Group June 2014 - Present
Zurich Insurance Company Ltd June 2013 - May 2014
Zurich Insurance Company Ltd July 2012 - August 2012
Credit Suisse June 2012 - July 2012
Skills
Microsoft Office, Research, Financial Analysis, PowerPoint, Bloomberg Terminal, Microsoft Excel, Economics, Mandarin, Chinese, Microsoft Word, Investments, Finance, Marketing, Portfolio Management
Education
Brandeis University 2009 — 2013
BA, Major in Business, with Minors in Economics and Psychology
University College London, U. of London 2012 — 2012
Study Abroad, Economics & Psychology
Harvard Summer School 2010 — 2010
Mandarin, Chinese
Benjamin Charon Benjamin Charon's Credit Suisse Experience July 2004 - July 2009
Job Institutional Sales at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners February 2013 - Present
UBS Investment Bank July 2011 - November 2012
Credit Suisse July 2004 - July 2009
Skills
Financial Modeling, Investment Banking, Bonds, Bloomberg, Valuation, Capital Markets, High Yield, Financial Analysis, Fixed Income, Equities, Private Equity
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
Brandeis University 2000 — 2004
Bachelor's degree, Economics
Evercore Partners February 2013 - Present
UBS Investment Bank July 2011 - November 2012
Credit Suisse July 2004 - July 2009
Skills
Financial Modeling, Investment Banking, Bonds, Bloomberg, Valuation, Capital Markets, High Yield, Financial Analysis, Fixed Income, Equities, Private Equity
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
Brandeis University 2000 — 2004
Bachelor's degree, Economics
Howard Gou Howard Gou's Credit Suisse Experience August 2012 - April 2015
Job Associate at Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper April 2015 - Present
Credit Suisse August 2012 - April 2015
Credit Suisse June 2011 - August 2011
Cornerstone Research September 2009 - July 2010
Cornerstone Research September 2008 - September 2009
Cornerstone Research September 2006 - September 2008
Skills
Valuation, Financial Modeling, Stata, Capital IQ, Bloomberg, SAS, VBA, Eviews, Microsoft Excel, Healthcare, Corporate Finance, Economics, Econometrics, Quantitative Analytics, DCF, Financial Analysis, Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Brandeis University 2002 — 2006
BA, Economics, Mathematics
Zolfo Cooper April 2015 - Present
Credit Suisse August 2012 - April 2015
Credit Suisse June 2011 - August 2011
Cornerstone Research September 2009 - July 2010
Cornerstone Research September 2008 - September 2009
Cornerstone Research September 2006 - September 2008
Skills
Valuation, Financial Modeling, Stata, Capital IQ, Bloomberg, SAS, VBA, Eviews, Microsoft Excel, Healthcare, Corporate Finance, Economics, Econometrics, Quantitative Analytics, DCF, Financial Analysis, Analysis
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Brandeis University 2002 — 2006
BA, Economics, Mathematics
Timi Nolan's Credit Suisse Experience December 2014 - Present
Job Senior Operations Analyst Asset Movements Prime Services at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2014 - Present
Credit Suisse August 2013 - December 2014
Credit Suisse July 2012 - August 2013
Credit Suisse January 2012 - July 2012
Credit Suisse May 2011 - January 2012
Credit Suisse January 2010 - May 2011
The Body Shop Foundation July 2008 - January 2010
Devereux July 1996 - February 2001
Skills
Retail, Recruiting, Outlook, Project Management, Management, Sales, Microsoft Excel, Forecasting, PowerPoint, Process Improvement, Budgets, Prime Brokerage, Access, Microsoft Word, Change Management, Microsoft Office, Leadership, Training, Middle Office, Risk Management, Public Speaking, Event Management, Fundraising, Project Planning, Financial Analysis, Time Management, Settlement, Data Analysis, Equities, Program Management, Strategy, Strategic Planning
Education
Briar Cliff University 1991 — 1995
B.A., Human Resource Management, Business Administration
Credit Suisse December 2014 - Present
Credit Suisse August 2013 - December 2014
Credit Suisse July 2012 - August 2013
Credit Suisse January 2012 - July 2012
Credit Suisse May 2011 - January 2012
Credit Suisse January 2010 - May 2011
The Body Shop Foundation July 2008 - January 2010
Devereux July 1996 - February 2001
Skills
Retail, Recruiting, Outlook, Project Management, Management, Sales, Microsoft Excel, Forecasting, PowerPoint, Process Improvement, Budgets, Prime Brokerage, Access, Microsoft Word, Change Management, Microsoft Office, Leadership, Training, Middle Office, Risk Management, Public Speaking, Event Management, Fundraising, Project Planning, Financial Analysis, Time Management, Settlement, Data Analysis, Equities, Program Management, Strategy, Strategic Planning
Education
Briar Cliff University 1991 — 1995
B.A., Human Resource Management, Business Administration
Blake Denton Blake Denton's Credit Suisse Experience January 2012 - July 2012
Job Associate at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins October 2009 - Present
JPMorgan Chase February 2014 - June 2014
Credit Suisse January 2012 - July 2012
Hon. Phyllis A. Kravitch, U.S. Court of Appeals for the 11th Circuit September 2008 - September 2009
Skills
Civil Litigation, Commercial Litigation, Litigation, White Collar Criminal..., Bankruptcy
Education
Brooklyn Law School 2005 — 2008
J.D., Law
Rutgers University 2002 — 2005
B.A., Political Science
Marlboro High School
Latham & Watkins October 2009 - Present
JPMorgan Chase February 2014 - June 2014
Credit Suisse January 2012 - July 2012
Hon. Phyllis A. Kravitch, U.S. Court of Appeals for the 11th Circuit September 2008 - September 2009
Skills
Civil Litigation, Commercial Litigation, Litigation, White Collar Criminal..., Bankruptcy
Education
Brooklyn Law School 2005 — 2008
J.D., Law
Rutgers University 2002 — 2005
B.A., Political Science
Marlboro High School
Carl Hardie's Credit Suisse Experience June 2012 - August 2012
Job Investment Banking Associate at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. May 2013 - Present
Fuqua School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Lehman Brothers Holdings Inc. April 2010 - June 2011
Satellite Asset Management L.P. August 2007 - April 2011
SAC Acquisition LLC November 2006 - August 2007
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Financial Analysis, Analysis, Management, Financial Accounting, Valuation, Due Diligence, Strategy, Capital Markets, Corporate Finance, Tax, Debt Restructuring, Leveraged Finance, Leveraged Lending, LBO, Finance, Business Strategy, Investments, Data Analysis, Management Consulting
Education
Duke Fuqua School of Business 2011 — 2013
MBA, Finance
Brigham Young University 1997 — 2004
BS, Finance / Accounting
Harris Williams & Co. May 2013 - Present
Fuqua School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Lehman Brothers Holdings Inc. April 2010 - June 2011
Satellite Asset Management L.P. August 2007 - April 2011
SAC Acquisition LLC November 2006 - August 2007
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Financial Analysis, Analysis, Management, Financial Accounting, Valuation, Due Diligence, Strategy, Capital Markets, Corporate Finance, Tax, Debt Restructuring, Leveraged Finance, Leveraged Lending, LBO, Finance, Business Strategy, Investments, Data Analysis, Management Consulting
Education
Duke Fuqua School of Business 2011 — 2013
MBA, Finance
Brigham Young University 1997 — 2004
BS, Finance / Accounting
Robert Schnurmacher's Credit Suisse Experience June 1994 - April 1995
Job President, Equivox Digital Web Site Development Internet Marketing
Industry Internet
Experience
Equivox Digital January 2001 - Present
Emerald City Media Services January 1995 - September 2002
Credit Suisse June 1994 - April 1995
Dataform June 1993 - January 1995
Skills
Web Design, Web Development, Web Site Production, Wordpress, Advertising, PHP, phpMyAdmin, MySQL, Microsoft SQL Server, SEO, Online Advertising, Joomla, Social Media Marketing, Drupal, Photoshop, Illustrator, Corel Draw, .NET, ASP, ASP.NET, Magento, Xcart, internet marketing, After Effects, Flash, Shopping Cart, ECommerce, Email Marketing, Web Hosting, HTML, HTML 5, CSS, JavaScript, jQuery, Google Adwords, Google Webmaster Tools, Google Maps, E-commerce, Strategic Planning, Web Marketing, User Interface Design, Web Analytics, Creative Direction, Art Direction, Website Development, Web Applications, Organic Search, Graphics, Google Analytics, WordPress
Education
University of Florida 1992 — 1993
Bachelor of Arts, Economics
Brandeis University 1989 — 1992
Fine and Studio Arts
Graphic Designer
Equivox Digital January 2001 - Present
Emerald City Media Services January 1995 - September 2002
Credit Suisse June 1994 - April 1995
Dataform June 1993 - January 1995
Skills
Web Design, Web Development, Web Site Production, Wordpress, Advertising, PHP, phpMyAdmin, MySQL, Microsoft SQL Server, SEO, Online Advertising, Joomla, Social Media Marketing, Drupal, Photoshop, Illustrator, Corel Draw, .NET, ASP, ASP.NET, Magento, Xcart, internet marketing, After Effects, Flash, Shopping Cart, ECommerce, Email Marketing, Web Hosting, HTML, HTML 5, CSS, JavaScript, jQuery, Google Adwords, Google Webmaster Tools, Google Maps, E-commerce, Strategic Planning, Web Marketing, User Interface Design, Web Analytics, Creative Direction, Art Direction, Website Development, Web Applications, Organic Search, Graphics, Google Analytics, WordPress
Education
University of Florida 1992 — 1993
Bachelor of Arts, Economics
Brandeis University 1989 — 1992
Fine and Studio Arts
Graphic Designer
Jared Remington Jared Remington's Credit Suisse Experience 2003 - 2003
Job Managing Partner at Code Capital
Industry Venture Capital & Private Equity
Experience
Code Capital Partners 2006 - Present
PCP 2009 - 2015
Millennium Partners 2009 - 2010
Goldman Sachs 2004 - 2005
Credit Suisse 2003 - 2003
ING Group 2000 - 2003
U.S. Army Reserve 1992 - 2003
Aegon International 1996 - 2000
The Church of Jesus Christ of Latter-day Saints 1993 - 1995
Skills
Private Equity, Real Estate Private..., Financial Analysis, Financial Underwriting, Private Equity Funding, Capital Raises, Investment Advisory, Real Estate Investment, LIHTC, Investment Banking, Due Diligence, People Skills, Connecting People, Corporate Finance, Positive Energy, High Energy Level, Leadership, Hard Working, Strategic Thinking, Deal Sourcing, Customer Oriented, Integrity, Valuation, Asset Managment, Finance, Capital, Investment Properties, Underwriting, Microsoft Excel, Ethics, Dependable Team Player, Capital Markets, Detail Oriented, Motivated Self-Starter, Financial Modeling, Equities, Hedge Funds, Alternative Investments, Investments, Bloomberg, Portfolio Management, Fixed Income, Risk Management, Joint Ventures, Asset Management, Strategy, Real Estate Economics, Acquisitions, Entrepreneurship, Restructuring
Education
Wharton School, University of Pennsylvania 2002 — 2004
MBA, Finance & Real Estate dual majors
Brigham Young University 1995 — 1998
BA, English major -- editing emphasis
Skyline High School 1988 — 1992
1992, Economics
Code Capital Partners 2006 - Present
PCP 2009 - 2015
Millennium Partners 2009 - 2010
Goldman Sachs 2004 - 2005
Credit Suisse 2003 - 2003
ING Group 2000 - 2003
U.S. Army Reserve 1992 - 2003
Aegon International 1996 - 2000
The Church of Jesus Christ of Latter-day Saints 1993 - 1995
Skills
Private Equity, Real Estate Private..., Financial Analysis, Financial Underwriting, Private Equity Funding, Capital Raises, Investment Advisory, Real Estate Investment, LIHTC, Investment Banking, Due Diligence, People Skills, Connecting People, Corporate Finance, Positive Energy, High Energy Level, Leadership, Hard Working, Strategic Thinking, Deal Sourcing, Customer Oriented, Integrity, Valuation, Asset Managment, Finance, Capital, Investment Properties, Underwriting, Microsoft Excel, Ethics, Dependable Team Player, Capital Markets, Detail Oriented, Motivated Self-Starter, Financial Modeling, Equities, Hedge Funds, Alternative Investments, Investments, Bloomberg, Portfolio Management, Fixed Income, Risk Management, Joint Ventures, Asset Management, Strategy, Real Estate Economics, Acquisitions, Entrepreneurship, Restructuring
Education
Wharton School, University of Pennsylvania 2002 — 2004
MBA, Finance & Real Estate dual majors
Brigham Young University 1995 — 1998
BA, English major -- editing emphasis
Skyline High School 1988 — 1992
1992, Economics
Chathura Rathnakumara's Credit Suisse Experience March 2015 - Present
Job AVP Credit Risk Management
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Citigroup June 2012 - February 2015
Citigroup June 2011 - August 2011
Lunt Capital Management January 2011 - April 2011
Global Financial Advisors January 2011 - April 2011
Accretive Capital Partners September 2010 - December 2010
Skills
Valuation, Financial Modeling, Investments, Finance, Risk Management, Portfolio Management, Microsoft Excel, Competitive Analysis, Financial Analysis, Economics, Management, Hedge Funds, Financial Risk, Mutual Funds, Loans, Investment Banking, Bloomberg Terminal, Entertainment Industry, Banking, Corporate Finance, Bloomberg, Equities, DCF, Credit Analysis
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Finance (Business Management)
Credit Suisse March 2015 - Present
Citigroup June 2012 - February 2015
Citigroup June 2011 - August 2011
Lunt Capital Management January 2011 - April 2011
Global Financial Advisors January 2011 - April 2011
Accretive Capital Partners September 2010 - December 2010
Skills
Valuation, Financial Modeling, Investments, Finance, Risk Management, Portfolio Management, Microsoft Excel, Competitive Analysis, Financial Analysis, Economics, Management, Hedge Funds, Financial Risk, Mutual Funds, Loans, Investment Banking, Bloomberg Terminal, Entertainment Industry, Banking, Corporate Finance, Bloomberg, Equities, DCF, Credit Analysis
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Finance (Business Management)
Eytan Coll Eytan Coll's Credit Suisse Experience May 2007 - July 2007
Job Information Specialist
Industry Information Technology and Services
Experience
Gartner Inc. August 2007 - June 2010
Credit Suisse May 2007 - July 2007
Dresdner Kleinwort 1997 - 2007
Wasserstein Perella 1997 - 2002
Education
Queens College 1997 — 2000
MLS, Masters of Library Science
Brandeis University 1983 — 1987
BA, Political Science
Gartner Inc. August 2007 - June 2010
Credit Suisse May 2007 - July 2007
Dresdner Kleinwort 1997 - 2007
Wasserstein Perella 1997 - 2002
Education
Queens College 1997 — 2000
MLS, Masters of Library Science
Brandeis University 1983 — 1987
BA, Political Science
Seung Hyun Ko's Credit Suisse Experience June 2010 - August 2010
Job Investment Banking Strategy and Ventures at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse IB Strategy and Ventures June 2014 - Present
Credit Suisse IBD Global Markets Solutions Group (GMSG) July 2011 - June 2014
Brigham Young University August 2010 - July 2011
Credit Suisse June 2010 - August 2010
PricewaterhouseCoopers January 2010 - April 2010
Beneficial Financial Group January 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Equity Research, Capital Markets, Private Equity, Fixed Income, Investment Banking, Financial Reporting, Structured Finance, Derivatives, Venture Capital, Investments, Portfolio Management, Strategy, Due Diligence, Structured Products
Education
Brigham Young University
BS, Information Systems, Economics
Credit Suisse IB Strategy and Ventures June 2014 - Present
Credit Suisse IBD Global Markets Solutions Group (GMSG) July 2011 - June 2014
Brigham Young University August 2010 - July 2011
Credit Suisse June 2010 - August 2010
PricewaterhouseCoopers January 2010 - April 2010
Beneficial Financial Group January 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Equity Research, Capital Markets, Private Equity, Fixed Income, Investment Banking, Financial Reporting, Structured Finance, Derivatives, Venture Capital, Investments, Portfolio Management, Strategy, Due Diligence, Structured Products
Education
Brigham Young University
BS, Information Systems, Economics
Spencer Clawson's Credit Suisse Experience June 2012 - August 2012
Job
Industry Venture Capital & Private Equity
Experience
Peterson Partners January 2013 - Present
Credit Suisse June 2012 - August 2012
PwC September 2007 - March 2012
Poems Art Publishing September 2004 - August 2007
Skills
Due Diligence, Valuation, Financial Analysis, Mergers & Acquisitions, Private Equity, Accounting, Financial Modeling, Venture Capital, Carve-outs, Finance, Business Valuation, Entrepreneurship, US GAAP, Corporate Finance, Divestitures, Management, Business Strategy
Education
Brigham Young University
Bachelor of Science (B.S.), Accounting
Brigham Young University
Master of Business Administration (MBA)
Peterson Partners January 2013 - Present
Credit Suisse June 2012 - August 2012
PwC September 2007 - March 2012
Poems Art Publishing September 2004 - August 2007
Skills
Due Diligence, Valuation, Financial Analysis, Mergers & Acquisitions, Private Equity, Accounting, Financial Modeling, Venture Capital, Carve-outs, Finance, Business Valuation, Entrepreneurship, US GAAP, Corporate Finance, Divestitures, Management, Business Strategy
Education
Brigham Young University
Bachelor of Science (B.S.), Accounting
Brigham Young University
Master of Business Administration (MBA)
John Miner's Credit Suisse Experience July 2008 - July 2009
Job New Market Integration at DaVita HealthCare Partners
Industry Hospital & Health Care
Experience
HealthCare Partners March 2015 - Present
Deloitte June 2014 - February 2015
Deloitte July 2012 - June 2014
Deloitte May 2011 - August 2011
LECG January 2010 - August 2010
Credit Suisse July 2008 - July 2009
Skills
Valuation, Equities, Finance, Investments, Financial Analysis, Management Consulting, Healthcare Consulting, Investment Banking, Bankruptcy, Healthcare, Hospitals, Strategic Consulting, Performance Benchmarking, Econometrics, Project Management, Business Case Design, Cost Reduction Planning, Cost Reduction..., Cost Reduction..., Case Management Services, Hospital Pharmacy, Financial Modeling, PowerPoint, Excel models, Tableau, Perioperative Services, Sterile Processing, Process Improvement, Visio, Leadership, Business Valuation
Education
University of Michigan 2010 — 2012
M.H.S.A., Health Management and Policy
Brigham Young University 2002 — 2008
B.S., Economics
HealthCare Partners March 2015 - Present
Deloitte June 2014 - February 2015
Deloitte July 2012 - June 2014
Deloitte May 2011 - August 2011
LECG January 2010 - August 2010
Credit Suisse July 2008 - July 2009
Skills
Valuation, Equities, Finance, Investments, Financial Analysis, Management Consulting, Healthcare Consulting, Investment Banking, Bankruptcy, Healthcare, Hospitals, Strategic Consulting, Performance Benchmarking, Econometrics, Project Management, Business Case Design, Cost Reduction Planning, Cost Reduction..., Cost Reduction..., Case Management Services, Hospital Pharmacy, Financial Modeling, PowerPoint, Excel models, Tableau, Perioperative Services, Sterile Processing, Process Improvement, Visio, Leadership, Business Valuation
Education
University of Michigan 2010 — 2012
M.H.S.A., Health Management and Policy
Brigham Young University 2002 — 2008
B.S., Economics
Phil Royes's Credit Suisse Experience March 2015 - Present
Job Global Program Manager Head of LE Environment Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Morgan Stanley Wealth Management February 2010 - Present
TD Ameritrade January 2008 - January 2010
JP Morgan Chase Bank 1997 - 2008
Skills
Financial Risk, Program Management, Project Management, Offshoring, Project Planning, Vendor Management, Relationship Management, IT Strategy, Portfolio Management, Financial Services, Risk Management, SDLC, PMP, Disaster Recovery, Trading Systems, Business Analysis, Banking, IT Management, PMO, Service Delivery
Education
Montclair State University
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick
BA, Information Technology
Brookdale Community College
Associate of Arts and Sciences (A.A.S.), Computer Science
Credit Suisse March 2015 - Present
Morgan Stanley Wealth Management February 2010 - Present
TD Ameritrade January 2008 - January 2010
JP Morgan Chase Bank 1997 - 2008
Skills
Financial Risk, Program Management, Project Management, Offshoring, Project Planning, Vendor Management, Relationship Management, IT Strategy, Portfolio Management, Financial Services, Risk Management, SDLC, PMP, Disaster Recovery, Trading Systems, Business Analysis, Banking, IT Management, PMO, Service Delivery
Education
Montclair State University
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick
BA, Information Technology
Brookdale Community College
Associate of Arts and Sciences (A.A.S.), Computer Science
Ryan Nelson's Credit Suisse Experience June 2013 - July 2015
Job Investor at JP Morgan
Industry Banking
Experience
J.P. Morgan July 2015 - Present
Credit Suisse June 2013 - July 2015
United States Air Force April 2005 - June 2013
Credit Suisse June 2012 - August 2012
Skills
Aviation
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brigham Young University 2002 — 2005
BA, Russian
J.P. Morgan July 2015 - Present
Credit Suisse June 2013 - July 2015
United States Air Force April 2005 - June 2013
Credit Suisse June 2012 - August 2012
Skills
Aviation
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brigham Young University 2002 — 2005
BA, Russian
Jordan Fogel's Credit Suisse Experience August 2004 - February 2006
Job Partner at Deerfield Management
Industry Investment Management
Experience
Deerfield March 2006 - Present
Credit Suisse August 2004 - February 2006
ASCOA 2003 - 2004
Skills
Equity Research, Valuation, Financial Modeling, Fundamental Analysis, Emerging Markets, Equities, Bloomberg, Private Equity, Venture Capital, Capital Markets, Corporate Development, Investment Banking, Asset Managment
Education
Brandeis University 2000 — 2003
Bachelor of Arts (B.A.), Economics & International Business
Deerfield March 2006 - Present
Credit Suisse August 2004 - February 2006
ASCOA 2003 - 2004
Skills
Equity Research, Valuation, Financial Modeling, Fundamental Analysis, Emerging Markets, Equities, Bloomberg, Private Equity, Venture Capital, Capital Markets, Corporate Development, Investment Banking, Asset Managment
Education
Brandeis University 2000 — 2003
Bachelor of Arts (B.A.), Economics & International Business
Andrew A Menechella's Credit Suisse Experience August 2009 - August 2010
Job IT Engineering Manager at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management July 2010 - Present
Moore Capital Management July 2010 - August 2012
Credit Suisse August 2009 - August 2010
Brevan Howard June 2008 - August 2009
Caxton Associates March 2002 - June 2008
Merrill Lynch 1997 - 2002
Skills
Windows Server, Trading Systems, Disaster Recovery, Market Data, Hedge Funds, Sybase, Fixed Income, Electronic Trading, Data Center, Asset Management, Equities, Derivatives, VMware, Bloomberg, IT Strategy, Unix, Solaris, Virtualization, Risk Management, Vendor Management
Education
Briarcliffe College
Moore Capital Management July 2010 - Present
Moore Capital Management July 2010 - August 2012
Credit Suisse August 2009 - August 2010
Brevan Howard June 2008 - August 2009
Caxton Associates March 2002 - June 2008
Merrill Lynch 1997 - 2002
Skills
Windows Server, Trading Systems, Disaster Recovery, Market Data, Hedge Funds, Sybase, Fixed Income, Electronic Trading, Data Center, Asset Management, Equities, Derivatives, VMware, Bloomberg, IT Strategy, Unix, Solaris, Virtualization, Risk Management, Vendor Management
Education
Briarcliffe College
Robert Bernstone's Credit Suisse Experience 2005 - Present
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2005 - Present
Deutsche Bank 1998 - 2005
Deutsche Bank Securities, Inc. 1997 - 2005
Morgan Stanley 1989 - 2003
Skills
Equities, Derivatives, Equity Derivatives, Hedge Funds, Electronic Trading, ETFs, Prime Brokerage, Trading Systems, Equity Trading, Investment Banking, Delta One
Education
Brandeis University 1985 — 1989
Bachelor of Arts (BA), economics
Credit Suisse 2005 - Present
Deutsche Bank 1998 - 2005
Deutsche Bank Securities, Inc. 1997 - 2005
Morgan Stanley 1989 - 2003
Skills
Equities, Derivatives, Equity Derivatives, Hedge Funds, Electronic Trading, ETFs, Prime Brokerage, Trading Systems, Equity Trading, Investment Banking, Delta One
Education
Brandeis University 1985 — 1989
Bachelor of Arts (BA), economics
David Center's Credit Suisse Experience January 2010 - April 2012
Job Director, Element Capital at Element Financial Corporation
Industry Investment Banking
Experience
Element Financial Corporation June 2014 - Present
Sumitomo Mitsui Banking Corporation January 2014 - May 2014
Burnham Sterling & Company LLC September 2013 - November 2013
Credit Suisse January 2010 - April 2012
Credit Suisse January 2007 - December 2009
Credit Suisse October 2003 - December 2006
Skills
Structured Finance, Asset Managment, Capital Markets, Corporate Finance, Securitization, Financial Structuring, ABS, Valuation, Financial Modeling, Investment Banking, Fixed Income
Education
Brandeis University 1998 — 2002
Bachelor of Arts (BA), Economics
Element Financial Corporation June 2014 - Present
Sumitomo Mitsui Banking Corporation January 2014 - May 2014
Burnham Sterling & Company LLC September 2013 - November 2013
Credit Suisse January 2010 - April 2012
Credit Suisse January 2007 - December 2009
Credit Suisse October 2003 - December 2006
Skills
Structured Finance, Asset Managment, Capital Markets, Corporate Finance, Securitization, Financial Structuring, ABS, Valuation, Financial Modeling, Investment Banking, Fixed Income
Education
Brandeis University 1998 — 2002
Bachelor of Arts (BA), Economics
Stefanie Friedman Platnick's Credit Suisse Experience May 2010 - January 2014
Job Vice President For the GCM Customized Fund Investment Group
Industry Law Practice
Experience
GCM Grosvenor January 2014 - Present
Credit Suisse May 2010 - January 2014
Monarch Alternative Capital LP March 2008 - October 2009
Schulte Roth & Zabel LLP November 2004 - February 2008
Mendes & Mount 2002 - 2004
Education
Brooklyn Law School 1999 — 2002
JD
Brandeis University 1995 — 1999
BA, English, Legal Studies, graduated cum laude
GCM Grosvenor January 2014 - Present
Credit Suisse May 2010 - January 2014
Monarch Alternative Capital LP March 2008 - October 2009
Schulte Roth & Zabel LLP November 2004 - February 2008
Mendes & Mount 2002 - 2004
Education
Brooklyn Law School 1999 — 2002
JD
Brandeis University 1995 — 1999
BA, English, Legal Studies, graduated cum laude
David Dreszer's Credit Suisse Experience 2014 - Present
Job Vice President, Direct Equity Partners at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Credit Suisse May 2011 - December 2013
Highbridge Capital Management May 2010 - August 2010
Microsoft 2007 - 2009
Charles River Associates January 2006 - December 2007
Mckinsey & Co May 2004 - December 2005
Skills
Hedge Funds, Private Equity, Alternative Investments, Strategy, Fund Of Funds, Management Consulting, Mutual Funds, Business Strategy, Business Analysis, ETFs, Structured Products, Data Analysis, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Emerging Markets, Business Development, Due Diligence
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Brandeis University 2002 — 2005
Bachelor of Arts (B.A.), Economics
Credit Suisse 2014 - Present
Credit Suisse May 2011 - December 2013
Highbridge Capital Management May 2010 - August 2010
Microsoft 2007 - 2009
Charles River Associates January 2006 - December 2007
Mckinsey & Co May 2004 - December 2005
Skills
Hedge Funds, Private Equity, Alternative Investments, Strategy, Fund Of Funds, Management Consulting, Mutual Funds, Business Strategy, Business Analysis, ETFs, Structured Products, Data Analysis, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Emerging Markets, Business Development, Due Diligence
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Brandeis University 2002 — 2005
Bachelor of Arts (B.A.), Economics
Ashton Grewal's Credit Suisse Experience July 2009 - October 2010
Job Software Analyst at Dorsal Capital Management
Industry Financial Services
Experience
Dorsal Capital Management December 2012 - Present
VMware October 2010 - November 2012
Credit Suisse July 2009 - October 2010
Credit Suisse June 2008 - August 2008
Skills
Financial Modeling, Valuation, Acquisitions, Investments, Corporate Finance, Venture Capital, Due Diligence
Education
Brigham Young University 2002 — 2008
Bachelor of Arts, Economics
Sacred Heart Prep 1998 — 2002
Dorsal Capital Management December 2012 - Present
VMware October 2010 - November 2012
Credit Suisse July 2009 - October 2010
Credit Suisse June 2008 - August 2008
Skills
Financial Modeling, Valuation, Acquisitions, Investments, Corporate Finance, Venture Capital, Due Diligence
Education
Brigham Young University 2002 — 2008
Bachelor of Arts, Economics
Sacred Heart Prep 1998 — 2002
Dan Bates's Credit Suisse Experience July 2008 - November 2012
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2012 - Present
Credit Suisse July 2008 - November 2012
Credit Suisse March 2008 - July 2008
Credit Suisse June 2007 - September 2007
Seare & Company January 2007 - June 2007
NCAA Division I Football at BYU April 2004 - December 2006
The Church of Jesus Christ of Latter-Day Saints March 2002 - April 2004
Education
Brigham Young University 2004 — 2007
Accounting
Passed CFA Level II exam
Goldman Sachs November 2012 - Present
Credit Suisse July 2008 - November 2012
Credit Suisse March 2008 - July 2008
Credit Suisse June 2007 - September 2007
Seare & Company January 2007 - June 2007
NCAA Division I Football at BYU April 2004 - December 2006
The Church of Jesus Christ of Latter-Day Saints March 2002 - April 2004
Education
Brigham Young University 2004 — 2007
Accounting
Passed CFA Level II exam
Tony Marsh's Credit Suisse Experience January 2012 - September 2013
Job Director of Capital Markets at TA Associates
Industry Venture Capital & Private Equity
Experience
TA Associates September 2013 - Present
Credit Suisse January 2012 - September 2013
Credit Suisse January 2009 - December 2011
Credit Suisse July 2005 - December 2008
Mack Trucks, Inc. 2000 - 2003
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Fixed Income, Mergers & Acquisitions, Bloomberg, Private Equity, Corporate Finance, Capital Markets, Leveraged Finance, DCF, Credit Analysis, LBO, Finance, Hedge Funds, Executive Management, Financial Services, Business Planning, Venture Capital, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Master of Business Administration, Finance / Corporate Strategy
Brigham Young University 1996 — 2000
Bachelor of Science, Business Management
TA Associates September 2013 - Present
Credit Suisse January 2012 - September 2013
Credit Suisse January 2009 - December 2011
Credit Suisse July 2005 - December 2008
Mack Trucks, Inc. 2000 - 2003
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Fixed Income, Mergers & Acquisitions, Bloomberg, Private Equity, Corporate Finance, Capital Markets, Leveraged Finance, DCF, Credit Analysis, LBO, Finance, Hedge Funds, Executive Management, Financial Services, Business Planning, Venture Capital, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Master of Business Administration, Finance / Corporate Strategy
Brigham Young University 1996 — 2000
Bachelor of Science, Business Management
David Jo's Credit Suisse Experience May 2001 - September 2001
Job Director of Recruitment
Industry Legal Services
Experience
Hire Counsel February 2005 - Present
Francis W. Mettrick, Esq. October 2001 - November 2004
Credit Suisse May 2001 - September 2001
Braindock.com March 1999 - April 2001
New World Technologies September 1998 - March 1999
Skills
Recruiting, Resume Writing, Talent Acquisition, Interview Preparation, Talent Management, Talent Pipelining, Contract Recruitment, Temporary Staffing, Sourcing, Applicant Tracking..., Interviews, Management, Human Resources, Corporate Law, Temporary Placement
Education
Brandeis University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Hire Counsel February 2005 - Present
Francis W. Mettrick, Esq. October 2001 - November 2004
Credit Suisse May 2001 - September 2001
Braindock.com March 1999 - April 2001
New World Technologies September 1998 - March 1999
Skills
Recruiting, Resume Writing, Talent Acquisition, Interview Preparation, Talent Management, Talent Pipelining, Contract Recruitment, Temporary Staffing, Sourcing, Applicant Tracking..., Interviews, Management, Human Resources, Corporate Law, Temporary Placement
Education
Brandeis University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Phil Dunne's Credit Suisse Experience Chief Financial Officer - Alternative InvestmentsAIG Global Investment GroupSeptember 1999 - August 2007
Job Chief Operating Officer at Credit Suisse
Industry Investment Management
Experience
Credit Suisse Chief Financial Officer - Alternative InvestmentsAIG Global Investment GroupSeptember 1999 - August 2007
AIG Investments 1999 - 2007
Education
Brooklyn Law School 1990 — 1995
Fordham University 1981 — 1985
BS, Business Administration
Credit Suisse Chief Financial Officer - Alternative InvestmentsAIG Global Investment GroupSeptember 1999 - August 2007
AIG Investments 1999 - 2007
Education
Brooklyn Law School 1990 — 1995
Fordham University 1981 — 1985
BS, Business Administration
David Magid's Credit Suisse Experience September 2010 - July 2011
Job Research Analyst, York Capital
Industry Financial Services
Experience
York Capital Management July 2013 - Present
York Capital Management May 2012 - August 2012
Credit Suisse September 2010 - July 2011
Credit Suisse 2008 - August 2010
Skills
Capital Markets, Restructuring, Leveraged Finance, Financial Modeling
Education
Columbia Business School 2011 — 2013
MBA, Value Investing
Brandeis University 2004 — 2008
BA, Economics, Politics
York Capital Management July 2013 - Present
York Capital Management May 2012 - August 2012
Credit Suisse September 2010 - July 2011
Credit Suisse 2008 - August 2010
Skills
Capital Markets, Restructuring, Leveraged Finance, Financial Modeling
Education
Columbia Business School 2011 — 2013
MBA, Value Investing
Brandeis University 2004 — 2008
BA, Economics, Politics
David Smock's Credit Suisse Experience January 2012 - February 2014
Job Director, Financial Risk Management at Marriott International
Industry Hospitality
Experience
Marriott International May 2014 - Present
Credit Suisse January 2012 - February 2014
Credit Suisse February 2010 - December 2011
Wells Fargo July 2007 - November 2009
Wachovia Bank June 2004 - June 2007
Education
Brigham Young University
Bachelor's Degree, BS - Economics
Brigham Young University
Bachelor's Degree, BA - Chinese
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.), International Finance
Marriott International May 2014 - Present
Credit Suisse January 2012 - February 2014
Credit Suisse February 2010 - December 2011
Wells Fargo July 2007 - November 2009
Wachovia Bank June 2004 - June 2007
Education
Brigham Young University
Bachelor's Degree, BS - Economics
Brigham Young University
Bachelor's Degree, BA - Chinese
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.), International Finance
Mike Tingen, CPA's Credit Suisse Experience May 2009 - November 2011
Job Global Manager Purchasing Operations at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP February 2015 - Present
Bloomberg LP September 2013 - February 2015
Atos International April 2012 - March 2013
Credit Suisse May 2009 - November 2011
LEHMAN BROTHERS / BARCLAYS CAPITAL June 2006 - January 2009
Barclays Capital (formerly Lehman Brothers) June 2008 - December 2008
Lehman Brothers June 2008 - December 2008
Barclays Capital June 2006 - June 2008
VIP Desk December 2004 - August 2005
MARSH, INC January 2002 - August 2004
Skills
Risk, Investment Banking, Strategic Planning, Banking, Compliance, Budgeting, Risk Management, Real Estate, Analysis, Product Development, Executive Management, Planning, Cards, Change Management, Negotiation, Vendor, Administration, Cost, Credit Cards, Business Strategy, Process Improvement, Budgets, Project Planning, Forecasting, Financial Risk, Business Analysis, Financial Analysis, Accounting, Management, Financial Reporting, Financial Modeling, Strategy, Mergers & Acquisitions, Sarbanes-Oxley Act, Start-ups
Education
Brigham Young University 1983 — 1987
Bachelor of Science, Accounting; Business Management
Certified Public Accountant, CPA - Virginia 1991
New York University, Stern School of Business
MBA (completed 45 of 60 credits), Finance
Bloomberg LP February 2015 - Present
Bloomberg LP September 2013 - February 2015
Atos International April 2012 - March 2013
Credit Suisse May 2009 - November 2011
LEHMAN BROTHERS / BARCLAYS CAPITAL June 2006 - January 2009
Barclays Capital (formerly Lehman Brothers) June 2008 - December 2008
Lehman Brothers June 2008 - December 2008
Barclays Capital June 2006 - June 2008
VIP Desk December 2004 - August 2005
MARSH, INC January 2002 - August 2004
Skills
Risk, Investment Banking, Strategic Planning, Banking, Compliance, Budgeting, Risk Management, Real Estate, Analysis, Product Development, Executive Management, Planning, Cards, Change Management, Negotiation, Vendor, Administration, Cost, Credit Cards, Business Strategy, Process Improvement, Budgets, Project Planning, Forecasting, Financial Risk, Business Analysis, Financial Analysis, Accounting, Management, Financial Reporting, Financial Modeling, Strategy, Mergers & Acquisitions, Sarbanes-Oxley Act, Start-ups
Education
Brigham Young University 1983 — 1987
Bachelor of Science, Accounting; Business Management
Certified Public Accountant, CPA - Virginia 1991
New York University, Stern School of Business
MBA (completed 45 of 60 credits), Finance
Kenneth Barish's Credit Suisse Experience August 2007 - February 2011
Job Regulatory Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC September 2014 - Present
Morgan Stanley April 2012 - April 2014
Morgan Stanley September 2011 - June 2012
Credit Suisse August 2007 - February 2011
Citi Group Private Bank June 2001 - August 2007
Fried, Frank, Harris, Shriver & Jacobson, New York, NY 1999 - 2001
Bankers Trust 1995 - 1999
Skills
Financial Risk, Operational Risk..., Operational Risk, Risk Management, Banking, Private Banking, Wealth Management, Financial Services, Securities, Equities, Auditing, Capital Markets, Portfolio Management, Asset Management, Fixed Income, Hedge Funds, AML, Alternative Investments, Compliance, Regulatory Affairs
Education
Brooklyn Law School 1991 — 1994
JD
The George Washington University - School of Business 1985 — 1989
BA, Accounting
HSBC September 2014 - Present
Morgan Stanley April 2012 - April 2014
Morgan Stanley September 2011 - June 2012
Credit Suisse August 2007 - February 2011
Citi Group Private Bank June 2001 - August 2007
Fried, Frank, Harris, Shriver & Jacobson, New York, NY 1999 - 2001
Bankers Trust 1995 - 1999
Skills
Financial Risk, Operational Risk..., Operational Risk, Risk Management, Banking, Private Banking, Wealth Management, Financial Services, Securities, Equities, Auditing, Capital Markets, Portfolio Management, Asset Management, Fixed Income, Hedge Funds, AML, Alternative Investments, Compliance, Regulatory Affairs
Education
Brooklyn Law School 1991 — 1994
JD
The George Washington University - School of Business 1985 — 1989
BA, Accounting
Rich Rabinovich's Credit Suisse Experience 2000 - 2008
Job Managing Director at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Citibank April 2008 - September 2014
Credit Suisse 2000 - 2008
DLJ 1998 - 2000
Goldman Sachs 1991 - 1993
Salomon Brothers 1987 - 1988
Auxco 1985 - 1987
Education
Brooklyn Law School 1992 — 1996
JD
Yeshiva University 1982 — 1985
Bachelor's degree, Physics
Citi September 2014 - Present
Citibank April 2008 - September 2014
Credit Suisse 2000 - 2008
DLJ 1998 - 2000
Goldman Sachs 1991 - 1993
Salomon Brothers 1987 - 1988
Auxco 1985 - 1987
Education
Brooklyn Law School 1992 — 1996
JD
Yeshiva University 1982 — 1985
Bachelor's degree, Physics
Drew Matishen's Credit Suisse Experience 1997 - 2007
Job ControllerCPA and MBA
Industry Aviation & Aerospace
Experience
Hexcel Corporation July 2008 - Present
Credit Suisse 1997 - 2007
GE Capital 1995 - 1995
Skills
Aerospace, Accounting, Financial Modeling, Analysis, Manufacturing, Financial Reporting, Forecasting, Business Analysis, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Finance, Internal Controls, Auditing
Education
Brigham Young University 1995 — 1997
MBA, Finance, 3.7
William & Mary 1989 — 1995
BA, Public Policy, 3.3
Hexcel Corporation July 2008 - Present
Credit Suisse 1997 - 2007
GE Capital 1995 - 1995
Skills
Aerospace, Accounting, Financial Modeling, Analysis, Manufacturing, Financial Reporting, Forecasting, Business Analysis, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Finance, Internal Controls, Auditing
Education
Brigham Young University 1995 — 1997
MBA, Finance, 3.7
William & Mary 1989 — 1995
BA, Public Policy, 3.3
Jeremy Kahn's Credit Suisse Experience 1996 - April 1998
Job VP Information Technology at Hartz Mountain Industries
Industry Real Estate
Experience
Hartz Mountain Industries April 1998 - Present
Credit Suisse 1996 - April 1998
Skills
Construction, Retail, Residential Homes, Real Estate Development, Financial Analysis, Accounting, Microsoft Office, Real Estate, Microsoft Excel, Auditing
Education
Brooklyn Law School 1992 — 1995
Doctor of Law (J.D.)
Cornell University 1985 — 1989
Bachelor of Science (BS), Policy Analysis
Hartz Mountain Industries April 1998 - Present
Credit Suisse 1996 - April 1998
Skills
Construction, Retail, Residential Homes, Real Estate Development, Financial Analysis, Accounting, Microsoft Office, Real Estate, Microsoft Excel, Auditing
Education
Brooklyn Law School 1992 — 1995
Doctor of Law (J.D.)
Cornell University 1985 — 1989
Bachelor of Science (BS), Policy Analysis
Ilya Shutman's Credit Suisse Experience 2005 - 2007
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi May 2011 - Present
RBC Capital Markets January 2010 - May 2011
Merrill Lynch November 2007 - November 2009
Credit Suisse 2005 - 2007
Credit Suisse 2002 - 2004
Skills
Derivatives, Equities, VBA, Valuation, Financial Risk, Banking, Monte Carlo Simulation, Fixed Income, Capital Markets, Hedge Funds, Market Risk, Microsoft Excel, Structured Products, Investment Banking, Equity Derivatives, FX Options, Bloomberg, Options, Trading Systems, Portfolio Management, Hedging, Alternative Investments
Education
New York University 1999 — 2002
M.S., Financial Engineering
Brandeis University 1995 — 1997
M.A., Mathematics
Yeshiva University 1991 — 1995
B.A., Mathematics
School #36 1989 — 1991
Citi May 2011 - Present
RBC Capital Markets January 2010 - May 2011
Merrill Lynch November 2007 - November 2009
Credit Suisse 2005 - 2007
Credit Suisse 2002 - 2004
Skills
Derivatives, Equities, VBA, Valuation, Financial Risk, Banking, Monte Carlo Simulation, Fixed Income, Capital Markets, Hedge Funds, Market Risk, Microsoft Excel, Structured Products, Investment Banking, Equity Derivatives, FX Options, Bloomberg, Options, Trading Systems, Portfolio Management, Hedging, Alternative Investments
Education
New York University 1999 — 2002
M.S., Financial Engineering
Brandeis University 1995 — 1997
M.A., Mathematics
Yeshiva University 1991 — 1995
B.A., Mathematics
School #36 1989 — 1991
Helen Parsons, CFA's Credit Suisse Experience January 2009 - January 2012
Job Portfolio Manager at Ensign Peak Advisors
Industry Financial Services
Experience
Ensign Peak Advisors January 2012 - Present
Credit Suisse January 2009 - January 2012
Credit Suisse December 2007 - December 2008
Freddie Mac July 2003 - August 2006
Skills
Econometrics, VBA, Fixed Income, Financial Modeling, Matlab, Writing, Research, Bloomberg, Emerging Markets, Options
Education
Columbia University in the City of New York 2006 — 2007
M.A., Quantitative Methods in Arts&Sciences
Brigham Young University 1999 — 2003
B.S., International Finance
Ensign Peak Advisors January 2012 - Present
Credit Suisse January 2009 - January 2012
Credit Suisse December 2007 - December 2008
Freddie Mac July 2003 - August 2006
Skills
Econometrics, VBA, Fixed Income, Financial Modeling, Matlab, Writing, Research, Bloomberg, Emerging Markets, Options
Education
Columbia University in the City of New York 2006 — 2007
M.A., Quantitative Methods in Arts&Sciences
Brigham Young University 1999 — 2003
B.S., International Finance
Lou Frigerio's Credit Suisse Experience October 2009 - Present
Job AVP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse October 2009 - Present
Toys R Us 2004 - 2006
Staples 1997 - 2004
Datek Online 1997 - 2001
Skills
Investments, Vendor Management, Business Analysis, Metrics, Process Improvement
Education
Brookdale Community College 1994 — 1996
Rutgers University-New Brunswick 1993 — 1995
Credit Suisse October 2009 - Present
Toys R Us 2004 - 2006
Staples 1997 - 2004
Datek Online 1997 - 2001
Skills
Investments, Vendor Management, Business Analysis, Metrics, Process Improvement
Education
Brookdale Community College 1994 — 1996
Rutgers University-New Brunswick 1993 — 1995
Macailagh H's Credit Suisse Experience August 2012 - September 2014
Job Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management, Investment Advisory September 2014 - Present
Credit Suisse August 2012 - September 2014
Credit Suisse May 2009 - August 2012
Credit Suisse February 2007 - May 2009
Skills
Series 7, Private Banking, Wealth Management, Investment Advisory, Investment Advisers Act, Investment Advisor..., Investment Advisory..., Asset Based Lending, Investment Company Act, Investment..., Separately Managed..., Unified Managed Accounts, Private Banking..., Private Banking Legal, Project Management, New Business Development, Corporate Law, Securities Regulation, General Securities..., Corporate Finance, Alternative Investments, Capital Markets, Fixed Income
Education
Brooklyn Law School 2008 — 2012
Juris Doctor (JD), Focus on Securities Law and Corporate Law
Smith College 2003 — 2006
B.A., American History
Blair Academy 2000 — 2003
Barclays Wealth and Investment Management, Investment Advisory September 2014 - Present
Credit Suisse August 2012 - September 2014
Credit Suisse May 2009 - August 2012
Credit Suisse February 2007 - May 2009
Skills
Series 7, Private Banking, Wealth Management, Investment Advisory, Investment Advisers Act, Investment Advisor..., Investment Advisory..., Asset Based Lending, Investment Company Act, Investment..., Separately Managed..., Unified Managed Accounts, Private Banking..., Private Banking Legal, Project Management, New Business Development, Corporate Law, Securities Regulation, General Securities..., Corporate Finance, Alternative Investments, Capital Markets, Fixed Income
Education
Brooklyn Law School 2008 — 2012
Juris Doctor (JD), Focus on Securities Law and Corporate Law
Smith College 2003 — 2006
B.A., American History
Blair Academy 2000 — 2003
Maya Maute's Credit Suisse Experience November 2001 - June 2007
Job Director, Procurement and Contract Management at Vancity
Industry Financial Services
Experience
Vancity September 2013 - Present
Vancity April 2012 - August 2013
British Columbia Lottery Corporation January 2009 - April 2012
Credit Suisse November 2001 - June 2007
Credit Suisse June 1992 - October 2001
BC Hydro August 1989 - July 1992
Skills
Supply Management, Change Management, Contract Negotiation, Business Process..., Sourcing, Project Management, Negotiation
Education
Purchasing Management Association Canada (PMAC) 2009 — 2012
Strategic Suppy Chain Managemetn Leadership Program, Logistics, Materials, and Supply Chain Management
British Columbia Institute of Technology 1988 — 1989
Diploma, Computer Systems
Vancity September 2013 - Present
Vancity April 2012 - August 2013
British Columbia Lottery Corporation January 2009 - April 2012
Credit Suisse November 2001 - June 2007
Credit Suisse June 1992 - October 2001
BC Hydro August 1989 - July 1992
Skills
Supply Management, Change Management, Contract Negotiation, Business Process..., Sourcing, Project Management, Negotiation
Education
Purchasing Management Association Canada (PMAC) 2009 — 2012
Strategic Suppy Chain Managemetn Leadership Program, Logistics, Materials, and Supply Chain Management
British Columbia Institute of Technology 1988 — 1989
Diploma, Computer Systems
James Powers's Credit Suisse Experience 2007 - 2007
Job Managing Member at James N. Powers & Associates, LLC
Industry Financial Services
Experience
James N. Powers & Associates, LLC 2010 - Present
Cortview Capital Markets 2010 - 2011
Glenville Partners 2009 - 2009
Standard & Poor's, IMAKE Division 2008 - 2008
Credit Suisse 2007 - 2007
Friedman Billings Ramsey & Company, Inc. 2004 - 2006
GMAC-RFC Securities, Inc. 2000 - 2004
Prudential Securities 1995 - 2000
Credit Suisse First Boston 1984 - 1995
First Boston 1984 - 1995
Skills
Fixed Income, Capital Markets, MBS, Bloomberg, Trading, Series 7, ABS, Investments, Bonds, Structured Products, Investment Strategies, Structured Finance, Equities, Finance, Securities, Private Placements, Options, Credit Derivatives, Economics, Hedge Funds, Financial Markets, Mutual Funds, Private Equity, Investment Management, Credit Risk, Investment Banking, Series 63, Portfolio Management, Derivatives, Financial Structuring, Financial Services, Banking, Mortgage Lending, Emerging Markets, Alternative Investments, Hedging, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Business, Finance, Investements
Brigham Young University 1977 — 1982
BA, Economics
James N. Powers & Associates, LLC 2010 - Present
Cortview Capital Markets 2010 - 2011
Glenville Partners 2009 - 2009
Standard & Poor's, IMAKE Division 2008 - 2008
Credit Suisse 2007 - 2007
Friedman Billings Ramsey & Company, Inc. 2004 - 2006
GMAC-RFC Securities, Inc. 2000 - 2004
Prudential Securities 1995 - 2000
Credit Suisse First Boston 1984 - 1995
First Boston 1984 - 1995
Skills
Fixed Income, Capital Markets, MBS, Bloomberg, Trading, Series 7, ABS, Investments, Bonds, Structured Products, Investment Strategies, Structured Finance, Equities, Finance, Securities, Private Placements, Options, Credit Derivatives, Economics, Hedge Funds, Financial Markets, Mutual Funds, Private Equity, Investment Management, Credit Risk, Investment Banking, Series 63, Portfolio Management, Derivatives, Financial Structuring, Financial Services, Banking, Mortgage Lending, Emerging Markets, Alternative Investments, Hedging, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Business, Finance, Investements
Brigham Young University 1977 — 1982
BA, Economics
Stephanie Webster's Credit Suisse Experience January 2011 - Present
Job Director and Counsel at Credit Suisse
Industry Legal Services
Experience
Credit Suisse January 2011 - Present
Linklaters August 2009 - January 2011
Goodwin Procter LLP December 2005 - July 2009
Freshfields Bruckhaus Deringer October 2001 - November 2005
Skills
Banking Law, Corporate Governance, Financial Regulation, International Law
Education
New York University School of Law 1998 — 2001
JD, Law
Brandeis University
Bachelor's degree, Ecomonics and History
Credit Suisse January 2011 - Present
Linklaters August 2009 - January 2011
Goodwin Procter LLP December 2005 - July 2009
Freshfields Bruckhaus Deringer October 2001 - November 2005
Skills
Banking Law, Corporate Governance, Financial Regulation, International Law
Education
New York University School of Law 1998 — 2001
JD, Law
Brandeis University
Bachelor's degree, Ecomonics and History
Keara Williams's Credit Suisse Experience July 2012 - Present
Job Investment Banking Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Goldman Sachs August 2007 - August 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Accounting
Brigham Young University 2002 — 2007
Bachelor of Science (BS), Business Management - Finance
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Goldman Sachs August 2007 - August 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Accounting
Brigham Young University 2002 — 2007
Bachelor of Science (BS), Business Management - Finance
Simeon Gutman's Credit Suisse Experience September 2009 - January 2014
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Credit Suisse September 2009 - January 2014
Canaccord Adams January 2009 - September 2009
Goldman Sachs June 2001 - January 2009
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Corporate Finance/Management
Brandeis University
Credit Suisse September 2009 - January 2014
Canaccord Adams January 2009 - September 2009
Goldman Sachs June 2001 - January 2009
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Corporate Finance/Management
Brandeis University
Yvonne Falconer's Credit Suisse Experience August 2011 - February 2014
Job AVP, Principal Auditor at Deutsche Bank
Industry Banking
Experience
Deutsche Bank March 2014 - Present
Credit Suisse August 2011 - February 2014
Deutsche Bank May 2005 - April 2012
Education
Brooklyn Law School 1999 — 2003
JD, Law
City University of New York-Hunter College
Political Science and Government
Deutsche Bank March 2014 - Present
Credit Suisse August 2011 - February 2014
Deutsche Bank May 2005 - April 2012
Education
Brooklyn Law School 1999 — 2003
JD, Law
City University of New York-Hunter College
Political Science and Government
larry kossove's Credit Suisse Experience 1999 - 2001
Job Managing Partner at Tribe Capital
Industry Investment Management
Experience
Tribe Capital Management / Millennium Partners 2008 - Present
HBK Capital Management 2007 - 2008
SAC Capital 2001 - 2007
Credit Suisse 1999 - 2001
Credit Suisse 1999 - 1999
Prudential Securities 1997 - 1999
Education
Brandeis University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Tribe Capital Management / Millennium Partners 2008 - Present
HBK Capital Management 2007 - 2008
SAC Capital 2001 - 2007
Credit Suisse 1999 - 2001
Credit Suisse 1999 - 1999
Prudential Securities 1997 - 1999
Education
Brandeis University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Steven Dowe's Credit Suisse Experience January 1995 - February 2001
Job Senior Vice President at Webster Bank
Industry Financial Services
Experience
Webster Bank December 2013 - Present
Business Capital Strategies LLC May 2013 - Present
CIT Group Inc - Healthcare June 2001 - December 2012
CIT Group Inc. - Energy and Project Finance June 2001 - February 2006
Credit Suisse January 1995 - February 2001
Skills
Leveraged Finance, Financial Structuring, Underwriting, Portfolio Management, Healthcare, Transaction Origination, Capital Markets, Middle Market, Private Equity, Financial Workouts, Credit Analysis, Loans, Credit, Investments, Finance, LBO, Syndications, Debt Restructuring, Restructuring
Education
Brooklyn Law School
JD, Law
Le Moyne College
BS, Accounting
Webster Bank December 2013 - Present
Business Capital Strategies LLC May 2013 - Present
CIT Group Inc - Healthcare June 2001 - December 2012
CIT Group Inc. - Energy and Project Finance June 2001 - February 2006
Credit Suisse January 1995 - February 2001
Skills
Leveraged Finance, Financial Structuring, Underwriting, Portfolio Management, Healthcare, Transaction Origination, Capital Markets, Middle Market, Private Equity, Financial Workouts, Credit Analysis, Loans, Credit, Investments, Finance, LBO, Syndications, Debt Restructuring, Restructuring
Education
Brooklyn Law School
JD, Law
Le Moyne College
BS, Accounting
Allyson (Stevens) Norling's Credit Suisse Experience June 2013 - November 2013
Job Data Operations Analyst at HealthEquity
Industry Individual & Family Services
Experience
HealthEquity August 2015 - Present
Heartflow, Inc May 2014 - August 2015
Credit Suisse June 2013 - November 2013
Goldman Sachs March 2010 - April 2013
Law Offices of William D. Ross September 2009 - December 2009
Sundrop Fuels April 2008 - August 2008
Goodboro Developers January 2006 - October 2006
Amp Resources June 2005 - January 2006
Skills
Strategy, Business Strategy, Financial Analysis, Data Analysis, Marketing, Corporate Finance, Management, Business Development, Start-ups, Entrepreneurship, Leadership, Finance, Venture Capital, Portfolio Management, Banking, Credit Risk, Financial Modeling
Education
Brigham Young University 2004 — 2009
Bachelor's degree, Business Management
Brigham Young University
Bachelor of Science (BS), Business Administration and Management, General
HealthEquity August 2015 - Present
Heartflow, Inc May 2014 - August 2015
Credit Suisse June 2013 - November 2013
Goldman Sachs March 2010 - April 2013
Law Offices of William D. Ross September 2009 - December 2009
Sundrop Fuels April 2008 - August 2008
Goodboro Developers January 2006 - October 2006
Amp Resources June 2005 - January 2006
Skills
Strategy, Business Strategy, Financial Analysis, Data Analysis, Marketing, Corporate Finance, Management, Business Development, Start-ups, Entrepreneurship, Leadership, Finance, Venture Capital, Portfolio Management, Banking, Credit Risk, Financial Modeling
Education
Brigham Young University 2004 — 2009
Bachelor's degree, Business Management
Brigham Young University
Bachelor of Science (BS), Business Administration and Management, General
Ann Myers's Credit Suisse Experience October 1996 - July 2006
Job Director at BNP Paribas
Industry Banking
Experience
BNP Paribas November 2008 - Present
Barclays Capital July 2006 - November 2008
Credit Suisse October 1996 - July 2006
Baring Securities, Inc. - ING Securities October 1992 - October 1996
US Securities and Exchange Commission September 1988 - September 1992
Skills
Equity Derivatives, Derivatives, Structured Products, Investment Banking, Capital Markets, Fixed Income, Equities, Structured Finance, Securities, Financial Markets, Hedge Funds, Options, Financial Services
Education
Brooklyn Law School 1986 — 1988
JD, Law
University of Maine School of Law 1985 — 1986
none, Law
Smith College 1978 — 1982
AB, Art History
BNP Paribas November 2008 - Present
Barclays Capital July 2006 - November 2008
Credit Suisse October 1996 - July 2006
Baring Securities, Inc. - ING Securities October 1992 - October 1996
US Securities and Exchange Commission September 1988 - September 1992
Skills
Equity Derivatives, Derivatives, Structured Products, Investment Banking, Capital Markets, Fixed Income, Equities, Structured Finance, Securities, Financial Markets, Hedge Funds, Options, Financial Services
Education
Brooklyn Law School 1986 — 1988
JD, Law
University of Maine School of Law 1985 — 1986
none, Law
Smith College 1978 — 1982
AB, Art History
Yulong Cui (崔 宇龍)'s Credit Suisse Experience July 2012 - June 2014
Job Investment Professional at North Run Capital
Industry Investment Management
Experience
North Run Capital July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Causel, LLC March 2011 - July 2011
Granada Advisors April 2010 - July 2011
Walmart, China July 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Strategy, Leadership, Business Innovation, M&A experience, Mergers & Acquisitions, Corporate Finance, Start-ups, Private Equity, Bloomberg
Education
Brigham Young University 2010 — 2012
BS, Accounting, Strategy
North Run Capital July 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Causel, LLC March 2011 - July 2011
Granada Advisors April 2010 - July 2011
Walmart, China July 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Strategy, Leadership, Business Innovation, M&A experience, Mergers & Acquisitions, Corporate Finance, Start-ups, Private Equity, Bloomberg
Education
Brigham Young University 2010 — 2012
BS, Accounting, Strategy
Estelle Ith's Credit Suisse Experience June 2012 - August 2012
Job Student at BYU Marriott School
Industry Banking
Experience
The Church of Jesus Christ of Latter-day Saints March 2013 - August 2014
Brigham Young University September 2012 - December 2012
Credit Suisse June 2012 - August 2012
Credit Suisse June 2011 - August 2011
KPMG March 2010 - May 2010
Cambridge Associates February 2010 - March 2010
J.P. Morgan November 2007 - December 2007
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
The Church of Jesus Christ of Latter-day Saints March 2013 - August 2014
Brigham Young University September 2012 - December 2012
Credit Suisse June 2012 - August 2012
Credit Suisse June 2011 - August 2011
KPMG March 2010 - May 2010
Cambridge Associates February 2010 - March 2010
J.P. Morgan November 2007 - December 2007
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Frank A Preite's Credit Suisse Experience 1994 - 2010
Job Director and Head of Cash Equities and Equities Capital Markets
Industry Investment Banking
Experience
Barclays Capital April 2010 - Present
Credit Suisse 1994 - 2010
Prudential Securities Inc. June 1991 - June 1993
New York Stock Exchange 1989 - 1991
Gruntal & Co. 1987 - 1989
Skills
Equities, Capital Markets, Equity Capital Markets, Electronic Trading, Series 7, Corporate Finance, Equity Trading, Series 63, Series 24, Series 4, Series 14, FINRA, Fixed Income, Derivatives, Hedge Funds, Prime Brokerage, Structured Products, Equity Derivatives, Investment Banking, Securities, Swaps
Education
Brooklyn Law School 1995 — 1998
JD
The Catholic University of America 1981 — 1986
BA
Arthur L. Johnson 1978 — 1981
Barclays Capital April 2010 - Present
Credit Suisse 1994 - 2010
Prudential Securities Inc. June 1991 - June 1993
New York Stock Exchange 1989 - 1991
Gruntal & Co. 1987 - 1989
Skills
Equities, Capital Markets, Equity Capital Markets, Electronic Trading, Series 7, Corporate Finance, Equity Trading, Series 63, Series 24, Series 4, Series 14, FINRA, Fixed Income, Derivatives, Hedge Funds, Prime Brokerage, Structured Products, Equity Derivatives, Investment Banking, Securities, Swaps
Education
Brooklyn Law School 1995 — 1998
JD
The Catholic University of America 1981 — 1986
BA
Arthur L. Johnson 1978 — 1981
Sandra Mao's Credit Suisse Experience February 2000 - January 2004
Job Director, Regional Supervision, Americas
Industry Financial Services
Experience
Deutsche Bank July 2012 - Present
Piper Jaffray January 2011 - June 2012
Bank of America Merrill Lynch January 2004 - January 2011
Credit Suisse February 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
Deutsche Bank July 2012 - Present
Piper Jaffray January 2011 - June 2012
Bank of America Merrill Lynch January 2004 - January 2011
Credit Suisse February 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
Scott Kimball, CFA's Credit Suisse Experience 2002 - 2005
Job Investment Analyst at Facet Capital Management
Industry Investment Management
Experience
Facet Capital Management July 2012 - Present
Strata Capital Management August 2009 - April 2012
GLG Partners 2005 - 2008
Credit Suisse 2002 - 2005
Skills
Equities, Financial Modeling
Education
Brigham Young University 1997 — 2000
Bachelor of Science, Business, Finance
Facet Capital Management July 2012 - Present
Strata Capital Management August 2009 - April 2012
GLG Partners 2005 - 2008
Credit Suisse 2002 - 2005
Skills
Equities, Financial Modeling
Education
Brigham Young University 1997 — 2000
Bachelor of Science, Business, Finance
Gregory Zingalli's Credit Suisse Experience June 2012 - August 2012
Job Home Renovator
Industry Banking
Experience
Tantucci Home Renovations May 2005 - Present
Credit Suisse June 2012 - August 2012
Education
New Jersey City University 2011 — 2014
Bachelor of Science (BS), Accounting, 3.43
Brookdale Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
Tantucci Home Renovations May 2005 - Present
Credit Suisse June 2012 - August 2012
Education
New Jersey City University 2011 — 2014
Bachelor of Science (BS), Accounting, 3.43
Brookdale Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
Dave Schembry's Credit Suisse Experience August 2001 - Present
Job IT Professional at Credit Suisse
Industry Banking
Experience
Credit Suisse August 2001 - Present
Kforce October 2000 - August 2001
Skills
SQL, Production Support, Incident Management, IT Operations, Systems Analysis, VBA, Data Analysis, Control M, IBM Mainframe, CICS, BMC Remedy, BMC Patrol, ITIL Certified, Business Intelligence, SDLC, Requirements Gathering
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 1998
Mathematics
Brookdale Community College 1994 — 1996
Associate of Arts (A.A.), Mathematics
Credit Suisse August 2001 - Present
Kforce October 2000 - August 2001
Skills
SQL, Production Support, Incident Management, IT Operations, Systems Analysis, VBA, Data Analysis, Control M, IBM Mainframe, CICS, BMC Remedy, BMC Patrol, ITIL Certified, Business Intelligence, SDLC, Requirements Gathering
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 1998
Mathematics
Brookdale Community College 1994 — 1996
Associate of Arts (A.A.), Mathematics
Lisa Yoon's Credit Suisse Experience February 2012 - August 2013
Job Assistant Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group August 2013 - Present
Credit Suisse February 2012 - August 2013
Siguler Guff & Company February 2009 - January 2012
PwC September 2006 - February 2009
Education
University of Southern California 2005 — 2006
Master's degree, Accounting
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics
The Blackstone Group August 2013 - Present
Credit Suisse February 2012 - August 2013
Siguler Guff & Company February 2009 - January 2012
PwC September 2006 - February 2009
Education
University of Southern California 2005 — 2006
Master's degree, Accounting
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.