Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Yared Yawand-Wossen Yared Yawand-Wossen's Credit Suisse Experience July 1987 - August 1994
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1994 - Present
Credit Suisse July 1987 - August 1994
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Structured Products, Securities, Financial Modeling, Asset Managment, Loans, MBS, Securitization, Structured Finance, Asset Management
Education
Harvard Business School 1989 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brown University 1983 — 1987
Bachelor of Arts (B.A.), Computer Science and Economics
Morgan Stanley August 1994 - Present
Credit Suisse July 1987 - August 1994
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Structured Products, Securities, Financial Modeling, Asset Managment, Loans, MBS, Securitization, Structured Finance, Asset Management
Education
Harvard Business School 1989 — 1991
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brown University 1983 — 1987
Bachelor of Arts (B.A.), Computer Science and Economics
Andrew Nizamian Andrew Nizamian's Credit Suisse Experience 2014 - 2014
Job CFO at Usangule Food for Thought
Industry Management Consulting
Experience
RSE Ventures 2015 - Present
NYU School of Law August 2014 - Present
Usangule Food For Thought August 2013 - Present
Credit Suisse 2014 - 2014
Western Bridge LLC January 2010 - January 2013
Brown University August 2011 - May 2012
Skills
Data Analysis, Market Research, Microsoft Excel, Research, Qualitative Research, Microsoft Office, PowerPoint, Quantitative Research, Analytics, Statistics, Marketing Research, Analysis, Primary Research, Stata, Competitive Intelligence, Strategy, Consulting, Public Speaking, Economics, Editing, Spanish
Education
New York University School of Law 2014 — 2017
Doctor of Law (J.D.)
Mercy College 2013 — 2014
MBA, International Business
Brown University 2008 — 2012
Bachelor of the Arts, Economics
Palo Alto High School
RSE Ventures 2015 - Present
NYU School of Law August 2014 - Present
Usangule Food For Thought August 2013 - Present
Credit Suisse 2014 - 2014
Western Bridge LLC January 2010 - January 2013
Brown University August 2011 - May 2012
Skills
Data Analysis, Market Research, Microsoft Excel, Research, Qualitative Research, Microsoft Office, PowerPoint, Quantitative Research, Analytics, Statistics, Marketing Research, Analysis, Primary Research, Stata, Competitive Intelligence, Strategy, Consulting, Public Speaking, Economics, Editing, Spanish
Education
New York University School of Law 2014 — 2017
Doctor of Law (J.D.)
Mercy College 2013 — 2014
MBA, International Business
Brown University 2008 — 2012
Bachelor of the Arts, Economics
Palo Alto High School
Suzanne Fitzmaurice Sholes Suzanne Fitzmaurice Sholes's Credit Suisse Experience 1992 - 1996
Job Real Estate Agent at The Riverside Realty Group
Industry Real Estate
Experience
The Riverside Realty Group September 2010 - Present
CIBC World Markets July 1996 - May 2001
Credit Suisse 1992 - 1996
Skills
Real Estate, First Time Home Buyers, Buyers..., Condos, Referrals, Sales, Sellers, New Home Construction, Real Estate Transactions, Buyer Representation, Luxury, Residential Homes, Listings, Investment Properties, Brokerage, Marketing, Financial Analysis, Vacation Homes, Real Property, Management
Education
Brown University
B.A., Political Science, Organizational Behavoir and Management
The Riverside Realty Group September 2010 - Present
CIBC World Markets July 1996 - May 2001
Credit Suisse 1992 - 1996
Skills
Real Estate, First Time Home Buyers, Buyers..., Condos, Referrals, Sales, Sellers, New Home Construction, Real Estate Transactions, Buyer Representation, Luxury, Residential Homes, Listings, Investment Properties, Brokerage, Marketing, Financial Analysis, Vacation Homes, Real Property, Management
Education
Brown University
B.A., Political Science, Organizational Behavoir and Management
Don Alm Don Alm's Credit Suisse Experience May 2005 - August 2011
Job Staff Accountant at Keener, Cassavaugh, Farmer & Connor, PA
Industry Accounting
Experience
Keener, Cassavaugh, Farmer & Connor, PA June 2014 - Present
UNC Greensboro August 2013 - Present
UNC Greensboro August 2011 - August 2013
Leeper Kean & Rumley, LLP November 2012 - April 2013
UNC Greensboro August 2011 - June 2012
Credit Suisse May 2005 - August 2011
Depository Trust and Clearing Corporation July 2002 - May 2005
Skills
Accounting, SQL, Self-motivated..., Access, JavaScript, Process Improvement, Problem Solving, Microsoft Excel, Java, Energetic Self-Starter, Leadership, Sybase, Oracle, DB2, Unix, GoSystems, Creative Solutions..., Learning Quickly, Adaptability, Technical Communication, Technical Support, Community Service, Tutoring, Troubleshooting, Data Mining, Ad Hoc Reporting, Web Development, Financial Services, Corporate Actions, Customer Service, Business Analysis, J2EE Application..., XML, XSLT, VBScript, HTML, CSS, Perl, C++, Struts, SDLC, Remedy AR System, MySQL, Mainframe, Websphere, Weblogic, Microsoft Word, PowerPoint, Sage FAS Fixed Assets, CCH TaxWise
Education
University of North Carolina at Greensboro 2011 — 2013
MS, Accounting, 4.0
Bucknell University 1998 — 2002
BS, Computer Science, 3.07
Keener, Cassavaugh, Farmer & Connor, PA June 2014 - Present
UNC Greensboro August 2013 - Present
UNC Greensboro August 2011 - August 2013
Leeper Kean & Rumley, LLP November 2012 - April 2013
UNC Greensboro August 2011 - June 2012
Credit Suisse May 2005 - August 2011
Depository Trust and Clearing Corporation July 2002 - May 2005
Skills
Accounting, SQL, Self-motivated..., Access, JavaScript, Process Improvement, Problem Solving, Microsoft Excel, Java, Energetic Self-Starter, Leadership, Sybase, Oracle, DB2, Unix, GoSystems, Creative Solutions..., Learning Quickly, Adaptability, Technical Communication, Technical Support, Community Service, Tutoring, Troubleshooting, Data Mining, Ad Hoc Reporting, Web Development, Financial Services, Corporate Actions, Customer Service, Business Analysis, J2EE Application..., XML, XSLT, VBScript, HTML, CSS, Perl, C++, Struts, SDLC, Remedy AR System, MySQL, Mainframe, Websphere, Weblogic, Microsoft Word, PowerPoint, Sage FAS Fixed Assets, CCH TaxWise
Education
University of North Carolina at Greensboro 2011 — 2013
MS, Accounting, 4.0
Bucknell University 1998 — 2002
BS, Computer Science, 3.07
Shenila Khoja-Moolji Shenila Khoja-Moolji's Credit Suisse Experience 2005 - 2006
Job Research Fellow and Doctoral Candidate at Teachers College, Columbia University
Industry Research
Experience
Harvard Divinity School March 2015 - Present
Teachers College, Columbia University 2013 - Present
Queens College August 2013 - December 2013
SUNY College at Old Westbury August 2013 - December 2013
SUNY College at Old Westbury 2012 - 2013
Harvard University 2009 - 2011
Aga Khan Academies 2007 - 2008
Banc of America Securities 2006 - 2007
Credit Suisse 2005 - 2006
Education
Teachers College of Columbia University 2013 — 2016
Doctor of Education (EdD), Curriculum Studies and Feminist Scholarship
Harvard University 2008 — 2010
MTS, Islamic Studies and Gender
Brown University 2001 — 2005
BA, International Relations and Business Economics
University of Oxford 2003 — 2004
Politics, Philosophy and Economics
Harvard Divinity School March 2015 - Present
Teachers College, Columbia University 2013 - Present
Queens College August 2013 - December 2013
SUNY College at Old Westbury August 2013 - December 2013
SUNY College at Old Westbury 2012 - 2013
Harvard University 2009 - 2011
Aga Khan Academies 2007 - 2008
Banc of America Securities 2006 - 2007
Credit Suisse 2005 - 2006
Education
Teachers College of Columbia University 2013 — 2016
Doctor of Education (EdD), Curriculum Studies and Feminist Scholarship
Harvard University 2008 — 2010
MTS, Islamic Studies and Gender
Brown University 2001 — 2005
BA, International Relations and Business Economics
University of Oxford 2003 — 2004
Politics, Philosophy and Economics
John Sheehan John Sheehan's Credit Suisse Experience 2005 - 2010
Job Managing Director at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities February 2013 - Present
UBS Investment Bank 2010 - 2012
Credit Suisse 2005 - 2010
Greenwich Capital Markets 2001 - 2005
Bear Stearns 1993 - 2001
Skills
Trading, Investment Banking, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Alternative Investments
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), International Relations
The Lawrenceville School 1984 — 1988
Nomura Securities February 2013 - Present
UBS Investment Bank 2010 - 2012
Credit Suisse 2005 - 2010
Greenwich Capital Markets 2001 - 2005
Bear Stearns 1993 - 2001
Skills
Trading, Investment Banking, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Alternative Investments
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), International Relations
The Lawrenceville School 1984 — 1988
Frank Hajdu Frank Hajdu's Credit Suisse Experience July 2000 - December 2001
Job VP, Business Development at Legendary Digital Networks
Industry Internet
Experience
Legendary Digital Networks June 2015 - Present
Consultant September 2013 - May 2015
Jobstr.com July 2011 - December 2013
MySpace Music September 2006 - August 2010
Yahoo! Music June 2005 - September 2005
Elektra Records January 2002 - August 2004
Credit Suisse July 2000 - December 2001
Skills
Competitive Analysis, Digital Strategy, Marketing, Digital Media, Social Media, Strategic Partnerships, New Media, Web Analytics, Strategy, Digital Marketing, Analytics, Monetization, Creative Direction, Start-ups, Entrepreneurship, Negotiation, Management, Music, Product Management, Corporate Development, Leadership, Business Development, Integrated Marketing, E-commerce, Online Advertising, Advertising, Entertainment, Music Publishing, Content Strategy
Education
Brown University 1996 — 2000
BA, Economics
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
MBA, Arts, Entertainment, and Media Management
Writing Programs 2011 — 2015
Writing, Comedy
Legendary Digital Networks June 2015 - Present
Consultant September 2013 - May 2015
Jobstr.com July 2011 - December 2013
MySpace Music September 2006 - August 2010
Yahoo! Music June 2005 - September 2005
Elektra Records January 2002 - August 2004
Credit Suisse July 2000 - December 2001
Skills
Competitive Analysis, Digital Strategy, Marketing, Digital Media, Social Media, Strategic Partnerships, New Media, Web Analytics, Strategy, Digital Marketing, Analytics, Monetization, Creative Direction, Start-ups, Entrepreneurship, Negotiation, Management, Music, Product Management, Corporate Development, Leadership, Business Development, Integrated Marketing, E-commerce, Online Advertising, Advertising, Entertainment, Music Publishing, Content Strategy
Education
Brown University 1996 — 2000
BA, Economics
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
MBA, Arts, Entertainment, and Media Management
Writing Programs 2011 — 2015
Writing, Comedy
Alisa C. E. Owens Alisa C. E. Owens's Credit Suisse Experience June 2013 - August 2013
Job Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2014 - Present
Johns Hopkins University, Center for Talented Youth June 2014 - July 2014
Laboratory for Environmental and Health Nanoscience September 2012 - May 2014
Brown University September 2011 - May 2014
Credit Suisse June 2013 - August 2013
Center for Enabling New Technologies through Catalysis (CENTC) June 2012 - August 2012
Forterra December 2010 - January 2011
Skills
Creative Writing, Technical Writing, Microsoft Excel, Matlab, Python, Financial Analysis, Public Speaking
Education
Brown University 2010 — 2014
Bachelor of Science (B.Sc.), Chemical and Biochemical Engineering, Honors, Magna Cum Laude
McKinsey & Company July 2014 - Present
Johns Hopkins University, Center for Talented Youth June 2014 - July 2014
Laboratory for Environmental and Health Nanoscience September 2012 - May 2014
Brown University September 2011 - May 2014
Credit Suisse June 2013 - August 2013
Center for Enabling New Technologies through Catalysis (CENTC) June 2012 - August 2012
Forterra December 2010 - January 2011
Skills
Creative Writing, Technical Writing, Microsoft Excel, Matlab, Python, Financial Analysis, Public Speaking
Education
Brown University 2010 — 2014
Bachelor of Science (B.Sc.), Chemical and Biochemical Engineering, Honors, Magna Cum Laude
Sam Tianlin Yang Sam Tianlin Yang's Credit Suisse Experience July 2014 - Present
Job Investment Banking Analyst (TMT) at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2014 - Present
Capital Good Fund January 2014 - May 2014
Slater Technology Fund October 2013 - May 2014
Teach For China December 2013 - January 2014
Credit Suisse June 2013 - August 2013
Pharus Advisors, LLC December 2012 - January 2013
Kaufman & Company, LLC October 2012 - December 2012
GR-NEAM June 2012 - August 2012
MobileEatz October 2011 - May 2012
Solar EZ (Solar Energy as a Service) October 2010 - May 2012
Skills
PowerPoint, Word, Excel, Market Research, Start-ups, Business Planning, Marketing, Management, Research, Competitive Analysis, Venture Capital, Data Analysis, Economics, Microsoft Excel, Microsoft Word, Fundraising, Entrepreneurship, Investment Banking, Financial Modeling
Education
Brown University 2010 — 2014
A.B., Economics - Professional Track, GPA 3.9
Beijing Jingshan School 2006 — 2010
High School, Top 5%
Credit Suisse July 2014 - Present
Capital Good Fund January 2014 - May 2014
Slater Technology Fund October 2013 - May 2014
Teach For China December 2013 - January 2014
Credit Suisse June 2013 - August 2013
Pharus Advisors, LLC December 2012 - January 2013
Kaufman & Company, LLC October 2012 - December 2012
GR-NEAM June 2012 - August 2012
MobileEatz October 2011 - May 2012
Solar EZ (Solar Energy as a Service) October 2010 - May 2012
Skills
PowerPoint, Word, Excel, Market Research, Start-ups, Business Planning, Marketing, Management, Research, Competitive Analysis, Venture Capital, Data Analysis, Economics, Microsoft Excel, Microsoft Word, Fundraising, Entrepreneurship, Investment Banking, Financial Modeling
Education
Brown University 2010 — 2014
A.B., Economics - Professional Track, GPA 3.9
Beijing Jingshan School 2006 — 2010
High School, Top 5%
David Wong David Wong's Credit Suisse Experience June 2014 - Present
Job Group Treasurer at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Credit Suisse June 2013 - June 2014
Morgan Stanley February 2012 - June 2013
Morgan Stanley March 2006 - May 2011
Education
Brown University 1984 — 1988
Bachelor of Science (BS), Applied Mathematics
Castle High School
Castle High School
Credit Suisse June 2014 - Present
Credit Suisse June 2013 - June 2014
Morgan Stanley February 2012 - June 2013
Morgan Stanley March 2006 - May 2011
Education
Brown University 1984 — 1988
Bachelor of Science (BS), Applied Mathematics
Castle High School
Castle High School
Dakotah Rice Dakotah Rice's Credit Suisse Experience February 2013 - February 2013
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
Goldman Sachs June 2014 - August 2014
The Boston Consulting Group May 2014 - May 2014
Goldman Sachs May 2014 - May 2014
Google August 2013 - August 2013
DataXu June 2013 - August 2013
Morgan Stanley July 2013 - July 2013
Goldman Sachs July 2013 - July 2013
Barclays February 2013 - February 2013
Credit Suisse February 2013 - February 2013
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Leadership, Analysis, Event Planning, Social Networking, English, Social Media, Teamwork, Advertising, Microsoft Excel, Management, Strategic Planning, Salesforce.com, Data Entry, Facebook, Data Analysis, Nonprofits, Fundraising, Python, Microsoft Word
Education
Brown University 2012 — 2016
Bachelor of Arts (B.A.), Political Science, Rising Senior
Gwinnett School of Mathematics Science and Technology 2008 — 2012
Diploma, Bioscience
Goldman Sachs June 2015 - Present
Goldman Sachs June 2014 - August 2014
The Boston Consulting Group May 2014 - May 2014
Goldman Sachs May 2014 - May 2014
Google August 2013 - August 2013
DataXu June 2013 - August 2013
Morgan Stanley July 2013 - July 2013
Goldman Sachs July 2013 - July 2013
Barclays February 2013 - February 2013
Credit Suisse February 2013 - February 2013
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Leadership, Analysis, Event Planning, Social Networking, English, Social Media, Teamwork, Advertising, Microsoft Excel, Management, Strategic Planning, Salesforce.com, Data Entry, Facebook, Data Analysis, Nonprofits, Fundraising, Python, Microsoft Word
Education
Brown University 2012 — 2016
Bachelor of Arts (B.A.), Political Science, Rising Senior
Gwinnett School of Mathematics Science and Technology 2008 — 2012
Diploma, Bioscience
Zachary Fredman Zachary Fredman's Credit Suisse Experience June 2014 - August 2014
Job Summer Analyst at Arbiter Partners
Industry Investment Management
Experience
Arbiter Partners June 2015 - August 2015
Credit Suisse June 2014 - August 2014
AdmitSee October 2013 - July 2014
Education
Brown University 2013 — 2017
Economics, Political Science
Ransom Everglades School 2006 — 2013
High School
Arbiter Partners June 2015 - August 2015
Credit Suisse June 2014 - August 2014
AdmitSee October 2013 - July 2014
Education
Brown University 2013 — 2017
Economics, Political Science
Ransom Everglades School 2006 — 2013
High School
Sam Hurster Sam Hurster's Credit Suisse Experience June 2012 - August 2012
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2014 - Present
Harbour Group June 2013 - September 2013
Credit Suisse June 2012 - August 2012
Skills
Private Equity, Financial Modeling, Bloomberg, Economics, Financial Analysis
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics
Brown University
Lazard June 2014 - Present
Harbour Group June 2013 - September 2013
Credit Suisse June 2012 - August 2012
Skills
Private Equity, Financial Modeling, Bloomberg, Economics, Financial Analysis
Education
Brown University 2010 — 2014
Bachelor of Arts (BA), Economics
Brown University
Dana Meadow Faello's Credit Suisse Experience June 2007 - November 2008
Job GM New York at BloomThat
Industry Consumer Goods
Experience
BloomThat June 2015 - Present
Intersport July 2013 - March 2015
University of Chicago Booth School of Business July 2011 - June 2013
MBA June 2012 - January 2013
Octagon January 2009 - July 2011
Credit Suisse June 2007 - November 2008
Skills
Marketing Strategy, Marketing, Digital Marketing, Digital Strategy, Events, Account Management, Sponsorship Activation, Sports, Sports Marketing, Integrated Marketing, Social Media Marketing, Social Media, Sponsorship, Leadership, Business Strategy, Management, Strategy, Financial Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing, Managerial and Organizational Behavior, Entrepreneurship
Brown University 2002 — 2007
A.B, Public and Private Sector Organizations
The Hotchkiss School 1998 — 2002
BloomThat June 2015 - Present
Intersport July 2013 - March 2015
University of Chicago Booth School of Business July 2011 - June 2013
MBA June 2012 - January 2013
Octagon January 2009 - July 2011
Credit Suisse June 2007 - November 2008
Skills
Marketing Strategy, Marketing, Digital Marketing, Digital Strategy, Events, Account Management, Sponsorship Activation, Sports, Sports Marketing, Integrated Marketing, Social Media Marketing, Social Media, Sponsorship, Leadership, Business Strategy, Management, Strategy, Financial Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing, Managerial and Organizational Behavior, Entrepreneurship
Brown University 2002 — 2007
A.B, Public and Private Sector Organizations
The Hotchkiss School 1998 — 2002
Luka Ursic Luka Ursic's Credit Suisse Experience June 2015 - Present
Job Fixed Income at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Ampush September 2014 - June 2015
Goldman Sachs June 2013 - August 2013
Bank of Slovenia June 2012 - July 2012
Skills
Stata, Data Analysis, Matlab, Microsoft Office, Python, Econometrics, Statistics, Microsoft Excel, Social Media Marketing
Education
Brown University 2010 — 2014
Bachelor of Science, Applied Mathematics-Economics, Magna cum laude
Credit Suisse June 2015 - Present
Ampush September 2014 - June 2015
Goldman Sachs June 2013 - August 2013
Bank of Slovenia June 2012 - July 2012
Skills
Stata, Data Analysis, Matlab, Microsoft Office, Python, Econometrics, Statistics, Microsoft Excel, Social Media Marketing
Education
Brown University 2010 — 2014
Bachelor of Science, Applied Mathematics-Economics, Magna cum laude
Katelyn Caro Katelyn Caro's Credit Suisse Experience January 2014 - Present
Job Derivatives Clearing Senior Analyst at Credit Suisse
Industry Management Consulting
Experience
Credit Suisse January 2014 - Present
Credit Suisse September 2012 - December 2013
New England Patriots January 2012 - May 2012
Brown University Athletic Department September 2011 - May 2012
Shady Hill School May 2011 - September 2011
Skills
Sungard GMI, Derivative Operations, Credit Derivatives, Interest Rate..., Exchange Traded..., Organizational Behavior, Event Planning, Event Management, Sports Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Ticket Sales, SPSS
Education
Brown University 2008 — 2012
Bachelor of Arts, Business, Psychology
Andover High School 2004 — 2008
Credit Suisse January 2014 - Present
Credit Suisse September 2012 - December 2013
New England Patriots January 2012 - May 2012
Brown University Athletic Department September 2011 - May 2012
Shady Hill School May 2011 - September 2011
Skills
Sungard GMI, Derivative Operations, Credit Derivatives, Interest Rate..., Exchange Traded..., Organizational Behavior, Event Planning, Event Management, Sports Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Ticket Sales, SPSS
Education
Brown University 2008 — 2012
Bachelor of Arts, Business, Psychology
Andover High School 2004 — 2008
Marques Coleman's Credit Suisse Experience August 2014 - July 2015
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group July 2015 - Present
Credit Suisse August 2014 - July 2015
Credit Suisse July 2014 - August 2014
Credit Suisse July 2012 - July 2014
GoLocalProv January 2009 - May 2012
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Investment Banking, Private Equity, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Microsoft Office, PowerPoint
Education
Brown University 2008 — 2012
Bachelor of Arts (BA), Commerce, Organizations, and Entrepreneurship
The Carlyle Group July 2015 - Present
Credit Suisse August 2014 - July 2015
Credit Suisse July 2014 - August 2014
Credit Suisse July 2012 - July 2014
GoLocalProv January 2009 - May 2012
Skills
Bloomberg, Capital Markets, Equities, Financial Modeling, Investment Banking, Private Equity, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Microsoft Office, PowerPoint
Education
Brown University 2008 — 2012
Bachelor of Arts (BA), Commerce, Organizations, and Entrepreneurship
Paul Staffaroni, Jr. CFP®, CLU® Paul Staffaroni, Jr. CFP®, CLU®'s Credit Suisse Experience August 2008 - May 2012
Job Financial Advisor at Foundations Financial Partners
Industry Financial Services
Experience
Foundations Financial Partners August 2012 - Present
Credit Suisse August 2008 - May 2012
Lehman Brothers June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
ABC News June 2006 - August 2006
Skills
Certified Financial..., Retirement Income..., Retirement Planning, Investment Management, Estate Planning, Strategic Financial..., Investments, Securities, Mutual Funds, Series 7, Series 63, Executive Compensation..., Buy-sell Agreements, Wealth Management, Long Term Care Insurance, Disability Insurance, Series 66, Portfolio Management, Asset Managment, Financial Analysis, Term Life Insurance, Life Insurance, Health Insurance, Cash Management, Budget Setting, Financial Services, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, 401k, Business Planning
Education
Bucknell University 2004 — 2008
Bachelor of Arts, Psychology
Central Bucks High School East 2001 — 2004
Foundations Financial Partners August 2012 - Present
Credit Suisse August 2008 - May 2012
Lehman Brothers June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
ABC News June 2006 - August 2006
Skills
Certified Financial..., Retirement Income..., Retirement Planning, Investment Management, Estate Planning, Strategic Financial..., Investments, Securities, Mutual Funds, Series 7, Series 63, Executive Compensation..., Buy-sell Agreements, Wealth Management, Long Term Care Insurance, Disability Insurance, Series 66, Portfolio Management, Asset Managment, Financial Analysis, Term Life Insurance, Life Insurance, Health Insurance, Cash Management, Budget Setting, Financial Services, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, 401k, Business Planning
Education
Bucknell University 2004 — 2008
Bachelor of Arts, Psychology
Central Bucks High School East 2001 — 2004
Anne Duggan Anne Duggan's Credit Suisse Experience April 2007 - April 2011
Job Management Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments June 2012 - August 2012
Credit Suisse April 2007 - April 2011
Morgan Stanley July 2006 - April 2007
Fidelity Investments July 2005 - August 2005
Skills
Strategic Consulting, Portfolio Management, Mergers & Acquisitions, Private Equity, Financial Modeling, Equity Research, Strategy, Equities, Venture Capital, Investments, Mergers, Finance
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA with Distinction, General Management
Brown University 2004 — 2006
BA with Honors, Business Economics
Columbia University in the City of New York 2002 — 2004
BA, Economics
Milton Academy 1999 — 2002
High School Diploma
Fidelity Investments August 2013 - Present
Fidelity Investments June 2012 - August 2012
Credit Suisse April 2007 - April 2011
Morgan Stanley July 2006 - April 2007
Fidelity Investments July 2005 - August 2005
Skills
Strategic Consulting, Portfolio Management, Mergers & Acquisitions, Private Equity, Financial Modeling, Equity Research, Strategy, Equities, Venture Capital, Investments, Mergers, Finance
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA with Distinction, General Management
Brown University 2004 — 2006
BA with Honors, Business Economics
Columbia University in the City of New York 2002 — 2004
BA, Economics
Milton Academy 1999 — 2002
High School Diploma
David Apollon David Apollon's Credit Suisse Experience February 2011 - June 2012
Job PMO & ERP Program Manager / Sr. IT Project Management Consultant / IT, Implementation & Workday Project Director
Industry Management Consulting
Experience
AMC Networks September 2012 - Present
Intralinks October 2013 - December 2014
9Nation January 2005 - December 2014
Deloitte Consulting September 2007 - November 2012
Credit Suisse February 2011 - June 2012
Delhaize Group February 2011 - May 2012
Baxter Healthcare March 2009 - February 2011
Hearst Digital August 2008 - February 2009
ADP March 2004 - January 2007
Covance with Accenture 2007 - 2007
Skills
Vendor Management, PMO, Program Management, MS Project, SharePoint, Project Portfolio..., Enterprise Software, IT Management, Executive Management, Salesforce.com, SaaS, Agile Project Management, Information Management, PaaS, Siebel, Six Sigma, Oracle HR, Cloud Computing, PMBOK, Clarity, Digital Marketing, Mobile Applications, Microsoft Office, Cognos, Oracle E-Business Suite, Omniture, Financial Accounting, Managerial Finance, DMAIC, Distributed Team..., Global Sourcing, PowerPoint, Management Consulting, Leadership, PMO Coach, Financial Management, Outsourcing Management, Turn-around Specialist, Oracle Financials, PeopleSoft CRM, Primavera, Photoshop, Adobe Creative Suite, WebTrends, Google Website Optimizer, Budget Oversight, Google Apps, HTML + CSS, Android, Google Adwords
Education
Temple University 2000 — 2001
MA, Accounting
Temple University - Fox School of Business and Management 1999 — 2000
MS in Information Systems / E-Business, Master of Information Systems
Rider University 1998 — 1999
MBA, Master of Business Administration (General)
Bucknell University 1994 — 1997
BA, Business Management
The Lawrenceville School 1990 — 1994
Diploma, Business Administration and Management, General
AMC Networks September 2012 - Present
Intralinks October 2013 - December 2014
9Nation January 2005 - December 2014
Deloitte Consulting September 2007 - November 2012
Credit Suisse February 2011 - June 2012
Delhaize Group February 2011 - May 2012
Baxter Healthcare March 2009 - February 2011
Hearst Digital August 2008 - February 2009
ADP March 2004 - January 2007
Covance with Accenture 2007 - 2007
Skills
Vendor Management, PMO, Program Management, MS Project, SharePoint, Project Portfolio..., Enterprise Software, IT Management, Executive Management, Salesforce.com, SaaS, Agile Project Management, Information Management, PaaS, Siebel, Six Sigma, Oracle HR, Cloud Computing, PMBOK, Clarity, Digital Marketing, Mobile Applications, Microsoft Office, Cognos, Oracle E-Business Suite, Omniture, Financial Accounting, Managerial Finance, DMAIC, Distributed Team..., Global Sourcing, PowerPoint, Management Consulting, Leadership, PMO Coach, Financial Management, Outsourcing Management, Turn-around Specialist, Oracle Financials, PeopleSoft CRM, Primavera, Photoshop, Adobe Creative Suite, WebTrends, Google Website Optimizer, Budget Oversight, Google Apps, HTML + CSS, Android, Google Adwords
Education
Temple University 2000 — 2001
MA, Accounting
Temple University - Fox School of Business and Management 1999 — 2000
MS in Information Systems / E-Business, Master of Information Systems
Rider University 1998 — 1999
MBA, Master of Business Administration (General)
Bucknell University 1994 — 1997
BA, Business Management
The Lawrenceville School 1990 — 1994
Diploma, Business Administration and Management, General
Anna Treece Anna Treece's Credit Suisse Experience April 2009 - November 2010
Job Postpartum Doula | Babywearing Guru | Leadership & Development Training Consultant | Wall Street meets Brooklyn
Industry Financial Services
Experience
the Dumbo Doula July 2014 - Present
The Melini Group August 2014 - Present
TIAA-CREF May 2012 - October 2013
Citi Group March 2011 - April 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Credit Suisse April 2009 - November 2010
Vynamic January 2008 - March 2009
Countrywide Bank May 2007 - November 2007
Credit Suisse May 2005 - May 2007
Skills
Investment Banking, Portfolio Management, Human Capital Management, Human Capital Strategy, Business Management, Financial Management, IT Financial Management, Six Sigma, Resource Management, Offshore Resource..., Management, Vendor Management, Project Management, Program Management, Risk Management, IT Strategy, Financial Services, Change Management, Cross-functional Team..., Relationship Management, Team Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
Bucknell University 2000 — 2004
BA, English Literature
the Dumbo Doula July 2014 - Present
The Melini Group August 2014 - Present
TIAA-CREF May 2012 - October 2013
Citi Group March 2011 - April 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Credit Suisse April 2009 - November 2010
Vynamic January 2008 - March 2009
Countrywide Bank May 2007 - November 2007
Credit Suisse May 2005 - May 2007
Skills
Investment Banking, Portfolio Management, Human Capital Management, Human Capital Strategy, Business Management, Financial Management, IT Financial Management, Six Sigma, Resource Management, Offshore Resource..., Management, Vendor Management, Project Management, Program Management, Risk Management, IT Strategy, Financial Services, Change Management, Cross-functional Team..., Relationship Management, Team Management
Education
Villanova University 2008 — 2009
Six Sigma Green Belt
Bucknell University 2000 — 2004
BA, English Literature
Stefan Kaluz Stefan Kaluz's Credit Suisse Experience July 2013 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Lazard Freres & Co. June 2012 - May 2013
Barclays Capital June 2011 - August 2011
Weybosset Research and Management April 2010 - May 2011
Winship Cancer Institute, Dep. of Neurosurgery June 2009 - August 2010
Skills
Alternative Investments, Mergers & Acquisitions, Valuation, Portfolio Management, Credit Risk, Credit Analysis, Loans
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Double Major in Economics and History
Corona del Mar High School 2004 — 2008
Passed Level II of the CFA Program
Credit Suisse July 2013 - Present
Lazard Freres & Co. June 2012 - May 2013
Barclays Capital June 2011 - August 2011
Weybosset Research and Management April 2010 - May 2011
Winship Cancer Institute, Dep. of Neurosurgery June 2009 - August 2010
Skills
Alternative Investments, Mergers & Acquisitions, Valuation, Portfolio Management, Credit Risk, Credit Analysis, Loans
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Double Major in Economics and History
Corona del Mar High School 2004 — 2008
Passed Level II of the CFA Program
Leslie Maazel Leslie Maazel's Credit Suisse Experience July 2011 - September 2011
Job Analyst at Quadrant Capital Advisors
Industry Investment Management
Experience
Quadrant Capital Advisors August 2012 - Present
Antar Maazel Equities September 2010 - August 2012
Credit Suisse July 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Stata, R, Investment Banking, Financial Modeling, Mandarin, Bloomberg, Equities, Fixed Income, Data Analysis, Microsoft Excel, Valuation, Entrepreneurship, Corporate Finance, Derivatives, PowerPoint, Business Strategy, Statistics, Capital Markets, Venture Capital, Portfolio Management, Investments, Analysis, Strategy, Finance, Economics, Alternative Investments, Private Equity
Education
Brown University 2008 — 2012
Business Economics
The Juilliard School 2004 — 2008
Music, Cello and Composition
New York Society of Security Analysts / Training the Street 2012 — 2012
Financial Modeling
Quadrant Capital Advisors August 2012 - Present
Antar Maazel Equities September 2010 - August 2012
Credit Suisse July 2011 - September 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Stata, R, Investment Banking, Financial Modeling, Mandarin, Bloomberg, Equities, Fixed Income, Data Analysis, Microsoft Excel, Valuation, Entrepreneurship, Corporate Finance, Derivatives, PowerPoint, Business Strategy, Statistics, Capital Markets, Venture Capital, Portfolio Management, Investments, Analysis, Strategy, Finance, Economics, Alternative Investments, Private Equity
Education
Brown University 2008 — 2012
Business Economics
The Juilliard School 2004 — 2008
Music, Cello and Composition
New York Society of Security Analysts / Training the Street 2012 — 2012
Financial Modeling
Daniel Katzive Daniel Katzive's Credit Suisse Experience August 2007 - April 2013
Job Head of FX Strategy for North America at BNP Paribas
Industry Banking
Experience
BNP Paribas April 2013 - Present
Credit Suisse August 2007 - April 2013
UBS September 2002 - August 2007
Goldman Sachs April 2000 - September 2002
Standard and Poor's MMS February 1998 - March 2000
Federal Reserve Bank of New York August 1992 - December 1997
Swiss Bank Corporation 1991 - 1991
Education
Columbia University - School of International and Public Affairs 1990 — 1992
Master of International Affairs, International Banking & Finance
The London School of Economics and Political Science (LSE) 1988 — 1989
General course student
Brown University 1986 — 1990
B.A., International Relations
BNP Paribas April 2013 - Present
Credit Suisse August 2007 - April 2013
UBS September 2002 - August 2007
Goldman Sachs April 2000 - September 2002
Standard and Poor's MMS February 1998 - March 2000
Federal Reserve Bank of New York August 1992 - December 1997
Swiss Bank Corporation 1991 - 1991
Education
Columbia University - School of International and Public Affairs 1990 — 1992
Master of International Affairs, International Banking & Finance
The London School of Economics and Political Science (LSE) 1988 — 1989
General course student
Brown University 1986 — 1990
B.A., International Relations
MICHEL MELENDEZ MICHEL MELENDEZ's Credit Suisse Experience July 2005 - June 2011
Job Senior Equity Strategist, Latin America
Industry Banking
Experience
J.P. Morgan January 2014 - Present
RBS Securities July 2011 - January 2014
Credit Suisse July 2005 - June 2011
Emerging Sovereign Group (Tiger Managament) May 2003 - December 2003
Debevoise & Plimpton July 2000 - May 2003
Skills
Derivatives, Equities, Securities, Fixed Income, Investment Banking, Structured Products, Capital Markets, Credit Derivatives, Private Banking, Credit Analysis, Banking, Credit Risk, Portfolio Management, Hedge Funds, Options, Emerging Markets, Asset Management, Commodity, Investments, Financial Structuring
Education
Columbia Business School 2004 — 2006
MBA, Finance
NYU School of Law 1996 — 1999
Doctor of Law (JD)
Brown University 1991 — 1995
B.A., International Relations / Commerce
Hunter College High School 1985 — 1991
J.P. Morgan January 2014 - Present
RBS Securities July 2011 - January 2014
Credit Suisse July 2005 - June 2011
Emerging Sovereign Group (Tiger Managament) May 2003 - December 2003
Debevoise & Plimpton July 2000 - May 2003
Skills
Derivatives, Equities, Securities, Fixed Income, Investment Banking, Structured Products, Capital Markets, Credit Derivatives, Private Banking, Credit Analysis, Banking, Credit Risk, Portfolio Management, Hedge Funds, Options, Emerging Markets, Asset Management, Commodity, Investments, Financial Structuring
Education
Columbia Business School 2004 — 2006
MBA, Finance
NYU School of Law 1996 — 1999
Doctor of Law (JD)
Brown University 1991 — 1995
B.A., International Relations / Commerce
Hunter College High School 1985 — 1991
Bruno de Landevoisin Bruno de Landevoisin's Credit Suisse Experience 1985 - 1989
Job Managing Director North America
Industry Mining & Metals
Experience
GoldSwitzerland - MAM AG 2013 - 2014
SocialTrade.com LLC 2009 - 2012
ExpressAutoparts.com Inc. 1999 - 2009
ICP Trading 1990 - 1999
Credit Suisse 1985 - 1989
Skills
Asset Management, Gold Market, Trading, Investments, New Business Development, Entrepreneurship, Equities, Private Equity, Financial Modeling, Start-ups, Fundraising, Investment Banking, Economics, Index Options, Macroeconomics, FX trading, Start-up Ventures, Venture Capital, E-commerce, Commodity, Strategic Partnerships, Hard Asset Allocation, Ecommerce, Sales Management, Sales, Lead Generation, Hedge Funds, Yacht Racing
Education
Brown University
BA in Economics, 1985, Varsity Sailing Team
1983 America's Cup
Newport, Rhode Island
Portsmouth Abbey School
Graduated in 1979, Class President
GoldSwitzerland - MAM AG 2013 - 2014
SocialTrade.com LLC 2009 - 2012
ExpressAutoparts.com Inc. 1999 - 2009
ICP Trading 1990 - 1999
Credit Suisse 1985 - 1989
Skills
Asset Management, Gold Market, Trading, Investments, New Business Development, Entrepreneurship, Equities, Private Equity, Financial Modeling, Start-ups, Fundraising, Investment Banking, Economics, Index Options, Macroeconomics, FX trading, Start-up Ventures, Venture Capital, E-commerce, Commodity, Strategic Partnerships, Hard Asset Allocation, Ecommerce, Sales Management, Sales, Lead Generation, Hedge Funds, Yacht Racing
Education
Brown University
BA in Economics, 1985, Varsity Sailing Team
1983 America's Cup
Newport, Rhode Island
Portsmouth Abbey School
Graduated in 1979, Class President
Max Friedlander Max Friedlander's Credit Suisse Experience July 2014 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse April 2012 - Present
Societe Generale April 2011 - December 2011
Skills
M&A execution, Valuation, Leveraged Finance, Financial Modeling, Investment Banking, Corporate Finance
Education
Bucknell University 2006 — 2010
BSBA, Corporate Finance
Credit Suisse July 2014 - Present
Credit Suisse April 2012 - Present
Societe Generale April 2011 - December 2011
Skills
M&A execution, Valuation, Leveraged Finance, Financial Modeling, Investment Banking, Corporate Finance
Education
Bucknell University 2006 — 2010
BSBA, Corporate Finance
Kristina Patrk's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
KBW June 2013 - July 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Titan Advisors May 2011 - July 2011
Education
Bucknell University 2009 — 2013
BSBA, Mathematics and Economics
Credit Suisse July 2015 - Present
KBW June 2013 - July 2014
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Titan Advisors May 2011 - July 2011
Education
Bucknell University 2009 — 2013
BSBA, Mathematics and Economics
Michelle Ngo Michelle Ngo's Credit Suisse Experience 2000 - 2000
Job SVP, Treasurer, Kilroy Realty Corporation
Industry Real Estate
Experience
Kilroy Realty Corporation June 2006 - Present
Health Care Property Investors, Inc. June 2004 - June 2006
Ares Management 2002 - 2004
Lehman Brothers 2000 - 2002
Credit Suisse 2000 - 2000
Skills
Financial Modeling, Real Estate Economics, Valuation, Due Diligence, Asset Managment
Education
Brown University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Neuroscience
Kilroy Realty Corporation June 2006 - Present
Health Care Property Investors, Inc. June 2004 - June 2006
Ares Management 2002 - 2004
Lehman Brothers 2000 - 2002
Credit Suisse 2000 - 2000
Skills
Financial Modeling, Real Estate Economics, Valuation, Due Diligence, Asset Managment
Education
Brown University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Neuroscience
Dan Hanegby Dan Hanegby's Credit Suisse Experience June 2014 - Present
Job Vice President, Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2014 - Present
Morgan Stanley July 2007 - June 2014
Israel Defense Forces December 1999 - December 2002
Skills
Corporate Finance, Valuation, Financial Modeling, Leveraged Finance, LBO, High Yield, Capital Markets, Bonds, Investment Banking, Bloomberg, Fixed Income, Equities, Financial Analysis, Mezzanine
Education
Brown University 2003 — 2007
BA, Economics
Credit Suisse June 2014 - Present
Morgan Stanley July 2007 - June 2014
Israel Defense Forces December 1999 - December 2002
Skills
Corporate Finance, Valuation, Financial Modeling, Leveraged Finance, LBO, High Yield, Capital Markets, Bonds, Investment Banking, Bloomberg, Fixed Income, Equities, Financial Analysis, Mezzanine
Education
Brown University 2003 — 2007
BA, Economics
Di (Demi) Ma's Credit Suisse Experience June 2014 - August 2014
Job Summer Intern at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2014 - August 2014
PricewaterhouseCoopers LLP June 2013 - August 2013
Brown University February 2013 - May 2013
Deloitte December 2012 - January 2013
Skills
Stata
Education
Brown University 2011 — 2015
Bachelor's degree, Applied Mathematics-Economics
Nanjing Foreign Language School
Credit Suisse June 2014 - August 2014
PricewaterhouseCoopers LLP June 2013 - August 2013
Brown University February 2013 - May 2013
Deloitte December 2012 - January 2013
Skills
Stata
Education
Brown University 2011 — 2015
Bachelor's degree, Applied Mathematics-Economics
Nanjing Foreign Language School
Christine Henry Hoban's Credit Suisse Experience September 2013 - Present
Job Chief Financial Officer Strategy Analyst at Credit Suisse Securities (Europe) Limited
Industry Banking
Experience
Credit Suisse Securities (Europe) Limited August 2015 - Present
Credit Suisse September 2013 - Present
Credit Suisse September 2007 - August 2013
Skills
Equities, Financial Modeling, Series 7, Series 63, Alternative Investments, Financial Analysis, Fixed Income, Bloomberg
Education
Kellogg School of Management
Master of Business Administration (MBA), Finance & Strategy
Bucknell University
Bachelor's degree, Business Management
Credit Suisse Securities (Europe) Limited August 2015 - Present
Credit Suisse September 2013 - Present
Credit Suisse September 2007 - August 2013
Skills
Equities, Financial Modeling, Series 7, Series 63, Alternative Investments, Financial Analysis, Fixed Income, Bloomberg
Education
Kellogg School of Management
Master of Business Administration (MBA), Finance & Strategy
Bucknell University
Bachelor's degree, Business Management
Bill Eisenreich Bill Eisenreich's Credit Suisse Experience June 2011 - July 2011
Job Analyst at Stifel Nicolaus
Industry Banking
Experience
Stifel Nicolaus February 2013 - Present
Fairfield Advisors June 2012 - February 2013
Credit Suisse June 2011 - July 2011
MIAC June 2010 - August 2010
Skills
Equities, Bloomberg, Hedge Funds, Investment Banking, Financial Advisory
Education
Bucknell University 2008 — 2012
Bachelor's degree, Economics
Stifel Nicolaus February 2013 - Present
Fairfield Advisors June 2012 - February 2013
Credit Suisse June 2011 - July 2011
MIAC June 2010 - August 2010
Skills
Equities, Bloomberg, Hedge Funds, Investment Banking, Financial Advisory
Education
Bucknell University 2008 — 2012
Bachelor's degree, Economics
Cosmin Hanganu Cosmin Hanganu's Credit Suisse Experience July 2014 - Present
Job CVA Trading Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Education
Brown University 2010 — 2014
Sc.B., Applied Mathematics-Economics
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Education
Brown University 2010 — 2014
Sc.B., Applied Mathematics-Economics
Charles Robson's Credit Suisse Experience May 2008 - April 2010
Job Director Strategy / New Business Development
Industry Food Production
Experience
Amboy Group January 2014 - Present
Livingston Capital July 2013 - Present
Small Business Consulting January 2002 - Present
Maynard Brook Farm August 2012 - July 2013
Credit Suisse May 2008 - April 2010
Citigroup March 2006 - March 2008
Citigroup January 2005 - March 2006
CITIGROUP - Salomon Smith Barney January 2001 - January 2003
MARTIN PROGRESSIVE January 2000 - January 2001
THE BASKERVILL GROUP, LLC January 1996 - January 2000
Skills
Vendor Management, Hedge Funds, Trading Systems, Business Analysis, Program Management, IT Strategy, Market Data, ITIL, Integration, Strategy, Management, Business Process, Business Development, System Deployment, Project Management, Risk Management, SDLC
Education
New York University 2006 — 2010
BA, Economics
Brown University 1994 — 1995
Engineering, History
THE LANDING SCHOOL 1992 — 1993
Certificate, Small Boat Naval Architecture
Phillips Exeter Academy 1987 — 1991
Ligon GT magnet School
Amboy Group January 2014 - Present
Livingston Capital July 2013 - Present
Small Business Consulting January 2002 - Present
Maynard Brook Farm August 2012 - July 2013
Credit Suisse May 2008 - April 2010
Citigroup March 2006 - March 2008
Citigroup January 2005 - March 2006
CITIGROUP - Salomon Smith Barney January 2001 - January 2003
MARTIN PROGRESSIVE January 2000 - January 2001
THE BASKERVILL GROUP, LLC January 1996 - January 2000
Skills
Vendor Management, Hedge Funds, Trading Systems, Business Analysis, Program Management, IT Strategy, Market Data, ITIL, Integration, Strategy, Management, Business Process, Business Development, System Deployment, Project Management, Risk Management, SDLC
Education
New York University 2006 — 2010
BA, Economics
Brown University 1994 — 1995
Engineering, History
THE LANDING SCHOOL 1992 — 1993
Certificate, Small Boat Naval Architecture
Phillips Exeter Academy 1987 — 1991
Ligon GT magnet School
Anabela de Oliveira Anabela de Oliveira's Credit Suisse Experience June 2012 - December 2012
Job Financial Transactions Attorney
Industry Law Practice
Experience
Cantor Fitzgerald June 2015 - Present
Barclays April 2014 - December 2014
Bank of America Merrill Lynch January 2013 - March 2014
Credit Suisse June 2012 - December 2012
Kranjac Manuali & Viskovic LLP February 2010 - June 2012
Bloomberg L.P. May 2009 - January 2010
Morgan, Lewis & Bockius LLP October 2006 - April 2009
Fordham Law Community Economic Development Clinic 2005 - 2006
Chadbourne & Parke LLP June 2005 - August 2005
United States District Court for the District of New Jersey June 2004 - August 2004
Skills
Corporate Law, Private Equity, Corporate Governance, International Law, Joint Ventures, Capital Markets, Legal Research, Intellectual Property, Due Diligence, Bankruptcy, Project Finance, Structured Finance, Venture Capital, Licensing, Mergers, Corporate Finance, Securities, Restructuring, Compliance, Hedge Funds, Contract Negotiation, Real Estate Finance, Asset Management, Banking, Debt, Negotiation, Investment Banking, Film Finance, Derivatives, Dodd-Frank, Financial Structuring
Education
Fordham University School of Law 2003 — 2006
J.D., Banking, Corporate, Finance, and Securities Law
Brown University
A.B., International Relations
Queen of Peace High School
Cantor Fitzgerald June 2015 - Present
Barclays April 2014 - December 2014
Bank of America Merrill Lynch January 2013 - March 2014
Credit Suisse June 2012 - December 2012
Kranjac Manuali & Viskovic LLP February 2010 - June 2012
Bloomberg L.P. May 2009 - January 2010
Morgan, Lewis & Bockius LLP October 2006 - April 2009
Fordham Law Community Economic Development Clinic 2005 - 2006
Chadbourne & Parke LLP June 2005 - August 2005
United States District Court for the District of New Jersey June 2004 - August 2004
Skills
Corporate Law, Private Equity, Corporate Governance, International Law, Joint Ventures, Capital Markets, Legal Research, Intellectual Property, Due Diligence, Bankruptcy, Project Finance, Structured Finance, Venture Capital, Licensing, Mergers, Corporate Finance, Securities, Restructuring, Compliance, Hedge Funds, Contract Negotiation, Real Estate Finance, Asset Management, Banking, Debt, Negotiation, Investment Banking, Film Finance, Derivatives, Dodd-Frank, Financial Structuring
Education
Fordham University School of Law 2003 — 2006
J.D., Banking, Corporate, Finance, and Securities Law
Brown University
A.B., International Relations
Queen of Peace High School
Saritha Peruri Saritha Peruri's Credit Suisse Experience 2002 - 2004
Job
Industry Renewables & Environment
Experience
Permacity Solar February 2014 - February 2015
Solar Provider Group LLC April 2013 - January 2014
International Fuels July 2011 - December 2012
Ceres, Inc. 2009 - July 2011
Bain & Company 2007 - 2009
The Parthenon Group June 2006 - August 2006
Credit Suisse 2002 - 2004
Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, Business Strategy, Due Diligence, Strategy, Renewable Energy, Energy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Strategic Management
Brown University 1998 — 2002
BA, Economics, International Relations
Permacity Solar February 2014 - February 2015
Solar Provider Group LLC April 2013 - January 2014
International Fuels July 2011 - December 2012
Ceres, Inc. 2009 - July 2011
Bain & Company 2007 - 2009
The Parthenon Group June 2006 - August 2006
Credit Suisse 2002 - 2004
Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, Business Strategy, Due Diligence, Strategy, Renewable Energy, Energy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Strategic Management
Brown University 1998 — 2002
BA, Economics, International Relations
Lawrence Hester's Credit Suisse Experience 2006 - 2009
Job CoFounder, CEO at FareHarbor
Industry Internet
Experience
FareHarbor January 2013 - Present
OvaScience October 2011 - July 2013
Emmiez Croutons 2009 - January 2012
Credit Suisse 2006 - 2009
Skills
Start-ups, Social Media, Entrepreneurship, Strategy, Venture Capital, Strategic Planning, Investment Banking, Business Strategy, Market Research, Financial Modeling, Corporate Development, Coffee, Hair, Computers, Running, Marketing
Education
Brown University 2002 — 2006
FareHarbor January 2013 - Present
OvaScience October 2011 - July 2013
Emmiez Croutons 2009 - January 2012
Credit Suisse 2006 - 2009
Skills
Start-ups, Social Media, Entrepreneurship, Strategy, Venture Capital, Strategic Planning, Investment Banking, Business Strategy, Market Research, Financial Modeling, Corporate Development, Coffee, Hair, Computers, Running, Marketing
Education
Brown University 2002 — 2006
Connor Sakwa Connor Sakwa's Credit Suisse Experience July 2015 - Present
Job Analyst at Credit Suisse
Industry
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - Present
Robert K. Futterman & Associates July 2013 - August 2013
The Weinstein Company June 2012 - August 2012
Benzinga June 2011 - August 2011
Bleznak Real Estate Investment Group May 2011 - June 2011
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Research, Social Networking, Leadership, Economics, Public Speaking
Education
Brown University 2011 — 2015
Cranbrook Kingswood
High School
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - Present
Robert K. Futterman & Associates July 2013 - August 2013
The Weinstein Company June 2012 - August 2012
Benzinga June 2011 - August 2011
Bleznak Real Estate Investment Group May 2011 - June 2011
Skills
Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Data Analysis, Research, Social Networking, Leadership, Economics, Public Speaking
Education
Brown University 2011 — 2015
Cranbrook Kingswood
High School
Sean Sullivan Sean Sullivan's Credit Suisse Experience June 2009 - October 2009
Job Principal Talent Acquisition Consultant at Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments May 2011 - Present
NetApp January 2010 - April 2011
IBM - through Manpower November 2009 - January 2010
Credit Suisse June 2009 - October 2009
NetApp May 2008 - November 2008
Cisco Systems July 2006 - February 2008
Analysts International May 2003 - July 2006
IBM September 1999 - September 2002
Education
Bryant University 1987 — 2002
BS
Fidelity Investments May 2011 - Present
NetApp January 2010 - April 2011
IBM - through Manpower November 2009 - January 2010
Credit Suisse June 2009 - October 2009
NetApp May 2008 - November 2008
Cisco Systems July 2006 - February 2008
Analysts International May 2003 - July 2006
IBM September 1999 - September 2002
Education
Bryant University 1987 — 2002
BS
Jatin Modi Jatin Modi's Credit Suisse Experience January 2006 - Present
Job Fund Linked & Structured Products AVP at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2006 - Present
Education
Brunel University London 1998 — 2002
2.1, Mathematics
Credit Suisse January 2006 - Present
Education
Brunel University London 1998 — 2002
2.1, Mathematics
Trish Gilbert's Credit Suisse Experience 2001 - June 2008
Job Talent Development Consultant
Industry Management Consulting
Experience
Independent January 2009 - Present
BPL October 2008 - Present
KIPP Foundation 2015 - 2015
KIPP Foundation 2015 - 2015
KIPP Foundation 2015 - 2015
Credit Suisse 2001 - June 2008
Lehman Brothers 1988 - 1993
Kanchanaburi Teachers College, Thailand January 1986 - May 1988
Skills
Leadership Development, Non-profits, Teaching, Public Speaking, Research, Organizational..., Fundraising, Strategic Planning, Higher Education, Change Management, Community Outreach, Executive Coaching, Grant Writing, Executive Development, Volunteer Management, Nonprofits, Staff Development, Training, Instructional Design, Program Development, Workshop Facilitation, Career Counseling, Performance Management, Leadership, Coaching, Talent Management, Organizational..., Management, Career Development
Education
Brown University 1974 — 1978
AB, History
Teachers College of Columbia University 1983 — 1985
MA, Education
Independent January 2009 - Present
BPL October 2008 - Present
KIPP Foundation 2015 - 2015
KIPP Foundation 2015 - 2015
KIPP Foundation 2015 - 2015
Credit Suisse 2001 - June 2008
Lehman Brothers 1988 - 1993
Kanchanaburi Teachers College, Thailand January 1986 - May 1988
Skills
Leadership Development, Non-profits, Teaching, Public Speaking, Research, Organizational..., Fundraising, Strategic Planning, Higher Education, Change Management, Community Outreach, Executive Coaching, Grant Writing, Executive Development, Volunteer Management, Nonprofits, Staff Development, Training, Instructional Design, Program Development, Workshop Facilitation, Career Counseling, Performance Management, Leadership, Coaching, Talent Management, Organizational..., Management, Career Development
Education
Brown University 1974 — 1978
AB, History
Teachers College of Columbia University 1983 — 1985
MA, Education
Elyse Colmenero's Credit Suisse Experience May 2015 - July 2015
Job Human Resources at King Street Capital
Industry Human Resources
Experience
King Street Capital Management July 2015 - Present
Credit Suisse May 2015 - July 2015
Credit Suisse April 2013 - May 2015
Credit Suisse March 2012 - March 2013
Bucknell University August 2009 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Sports, Customer Service, Event Planning, Recruiting, Data Analysis, Financial Services, Leadership
Education
Bucknell University 2007 — 2011
BA, Economics, Women's and Gender Studies
King Street Capital Management July 2015 - Present
Credit Suisse May 2015 - July 2015
Credit Suisse April 2013 - May 2015
Credit Suisse March 2012 - March 2013
Bucknell University August 2009 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Sports, Customer Service, Event Planning, Recruiting, Data Analysis, Financial Services, Leadership
Education
Bucknell University 2007 — 2011
BA, Economics, Women's and Gender Studies
Eric Guja, CFA Eric Guja, CFA's Credit Suisse Experience July 2012 - February 2015
Job Investment Banking Associate at Evercore
Industry Financial Services
Experience
Evercore March 2015 - Present
Credit Suisse July 2012 - February 2015
Credit Suisse August 2010 - June 2012
Renaissance Capital, LLC July 2007 - September 2010
Skills
Private Equity, Valuation, Corporate Finance, Investment Banking, Alternative Investments, Due Diligence, Mergers & Acquisitions, IPO, Pre-IPO, Equity Research, Financial Analysis, Capital Markets
Education
Bucknell University 2003 — 2007
B.S, Business Administration
Evercore March 2015 - Present
Credit Suisse July 2012 - February 2015
Credit Suisse August 2010 - June 2012
Renaissance Capital, LLC July 2007 - September 2010
Skills
Private Equity, Valuation, Corporate Finance, Investment Banking, Alternative Investments, Due Diligence, Mergers & Acquisitions, IPO, Pre-IPO, Equity Research, Financial Analysis, Capital Markets
Education
Bucknell University 2003 — 2007
B.S, Business Administration
Taka Harada Taka Harada's Credit Suisse Experience August 2004 - November 2005
Job CFA, President at Iguazu Systems
Industry Investment Banking
Experience
SMBC Nikko Cordial Securities (as an independent contractor) December 2013 - July 2014
CME (Chicago Mercantile Exchange) (as an independent contractor) January 2013 - May 2013
Calypso Professional Service (as an independent contractor) October 2010 - April 2011
Wells Fargo December 2005 - October 2010
Credit Suisse August 2004 - November 2005
BNP Paribas June 2003 - August 2004
Merrill Lynch January 1997 - August 1998
Fusion Systems Japan 1994 - 1997
Skills
Chartered Financial..., C#, Derivatives, Financial Modeling, Financial Systems, Investment Banking, Java, Microsoft SQL Server, Risk Management, SDLC, SQL, Sybase, Unix, Object Oriented Design, Integration, Options, Databases, XML
Education
Brown University 1998 — 2002
Bachelor of Arts (B.A.), Applied Mathematics, Visual Arts
SMBC Nikko Cordial Securities (as an independent contractor) December 2013 - July 2014
CME (Chicago Mercantile Exchange) (as an independent contractor) January 2013 - May 2013
Calypso Professional Service (as an independent contractor) October 2010 - April 2011
Wells Fargo December 2005 - October 2010
Credit Suisse August 2004 - November 2005
BNP Paribas June 2003 - August 2004
Merrill Lynch January 1997 - August 1998
Fusion Systems Japan 1994 - 1997
Skills
Chartered Financial..., C#, Derivatives, Financial Modeling, Financial Systems, Investment Banking, Java, Microsoft SQL Server, Risk Management, SDLC, SQL, Sybase, Unix, Object Oriented Design, Integration, Options, Databases, XML
Education
Brown University 1998 — 2002
Bachelor of Arts (B.A.), Applied Mathematics, Visual Arts
Anthony-John Scordio Anthony-John Scordio's Credit Suisse Experience June 2007 - August 2007
Job President of Scordio Productions Inc.
Industry Entertainment
Experience
Scordio Productions Inc. January 2013 - Present
J.P. Morgan July 2009 - July 2012
Credit Suisse June 2007 - August 2007
MarketAxess June 2006 - August 2006
Skills
Film Production, Television, Cinematography, Comedy, Promotional Videos, Management, Film, Finance, Securities, Microsoft Excel, Microsoft Office, Equities, Equity Derivatives, Cinema 4D, Short Films, Sizzle Reels, Romantic Comedy
Education
Bucknell University 2005 — 2009
BS, Business Management
Scordio Productions Inc. January 2013 - Present
J.P. Morgan July 2009 - July 2012
Credit Suisse June 2007 - August 2007
MarketAxess June 2006 - August 2006
Skills
Film Production, Television, Cinematography, Comedy, Promotional Videos, Management, Film, Finance, Securities, Microsoft Excel, Microsoft Office, Equities, Equity Derivatives, Cinema 4D, Short Films, Sizzle Reels, Romantic Comedy
Education
Bucknell University 2005 — 2009
BS, Business Management
Liz Chiang Liz Chiang's Credit Suisse Experience April 2004 - March 2007
Job Licensed Associate Real Estate Broker, Manhattan
Industry Real Estate
Experience
Halstead Property 2011 - Present
Credit Suisse April 2004 - March 2007
Merrill Lynch June 1999 - April 2004
CIBC World Markets July 1998 - June 1999
Goldman Sachs July 1992 - July 1996
Skills
Real Estate, Fixed Income, Investment Properties, Investors, Hedge Funds, Investment Banking, Risk Management, Financial Markets, Investments, Negotiation, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Financial Engineering
Brown University 1988 — 1992
B.S., Applied Math / Economics
Halstead Property 2011 - Present
Credit Suisse April 2004 - March 2007
Merrill Lynch June 1999 - April 2004
CIBC World Markets July 1998 - June 1999
Goldman Sachs July 1992 - July 1996
Skills
Real Estate, Fixed Income, Investment Properties, Investors, Hedge Funds, Investment Banking, Risk Management, Financial Markets, Investments, Negotiation, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Financial Engineering
Brown University 1988 — 1992
B.S., Applied Math / Economics
Elizabeth Kelley's Credit Suisse Experience June 2012 - August 2012
Job Senior Assistant Buyer at Bloomingdale's
Industry Retail
Experience
Bloomingdale's June 2015 - Present
Bloomingdale's June 2013 - June 2015
Credit Suisse June 2012 - August 2012
MC2 Model Managment April 2006 - December 2011
Harry Winston June 2011 - August 2011
Skills
Sales, Visual Merchandising, Fashion, Microsoft Office, Trend Forecasting, Public Speaking, Fashion Design, PowerPoint, Trend, Merchandising, Styling, Microsoft Excel, Microsoft Word, Apparel, Retail, Event Planning, Social Media, Trend Analysis, Research, Photoshop
Education
Brown University 2009 — 2013
Bachelor of Arts, Psychology; Portuguese and Brazilian Studies
Bloomingdale's June 2015 - Present
Bloomingdale's June 2013 - June 2015
Credit Suisse June 2012 - August 2012
MC2 Model Managment April 2006 - December 2011
Harry Winston June 2011 - August 2011
Skills
Sales, Visual Merchandising, Fashion, Microsoft Office, Trend Forecasting, Public Speaking, Fashion Design, PowerPoint, Trend, Merchandising, Styling, Microsoft Excel, Microsoft Word, Apparel, Retail, Event Planning, Social Media, Trend Analysis, Research, Photoshop
Education
Brown University 2009 — 2013
Bachelor of Arts, Psychology; Portuguese and Brazilian Studies
Josh Zhou's Credit Suisse Experience 2009 - 2012
Job MBA Candidate, The Wharton School
Industry Venture Capital & Private Equity
Experience
IDG-Accel/IDG Capital Partners May 2015 - June 2015
Hony Capital 2013 - 2014
Credit Suisse 2009 - 2012
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Modeling, Valuation, Investments, Due Diligence, Financial Analysis, Bloomberg
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Entrepreneurial Management, Marketing and Operations Management
Brown University 2005 — 2009
Bachelor of Arts (BA)
Shanghai Foreign Language School 1998 — 2005
IDG-Accel/IDG Capital Partners May 2015 - June 2015
Hony Capital 2013 - 2014
Credit Suisse 2009 - 2012
Skills
Investment Banking, Private Equity, Corporate Finance, Financial Modeling, Valuation, Investments, Due Diligence, Financial Analysis, Bloomberg
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Entrepreneurial Management, Marketing and Operations Management
Brown University 2005 — 2009
Bachelor of Arts (BA)
Shanghai Foreign Language School 1998 — 2005
Luke Lingyu Chen Luke Lingyu Chen'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 June 2014 - August 2014
Kaufman & Company, LLC November 2013 - January 2014
Ajia Partners Inc. July 2013 - August 2013
Brown Venture Labs December 2011 - January 2013
Gothamlist May 2012 - July 2012
Engineers Without Borders September 2010 - June 2012
Skills
Matlab, Mathematica, Microsoft Excel, Microsoft Office, Maple, PowerPoint, Solidworks, Microsoft Word, Research, AutoCAD, Photoshop, Java, Social Media, Stata, Data Analysis, Pro Engineer, Mandarin, Leadership
Education
Brown University 2010 — 2015
Sc.B., Applied Mathematics - Economics
Beijing Jingshan School 2006 — 2010
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Kaufman & Company, LLC November 2013 - January 2014
Ajia Partners Inc. July 2013 - August 2013
Brown Venture Labs December 2011 - January 2013
Gothamlist May 2012 - July 2012
Engineers Without Borders September 2010 - June 2012
Skills
Matlab, Mathematica, Microsoft Excel, Microsoft Office, Maple, PowerPoint, Solidworks, Microsoft Word, Research, AutoCAD, Photoshop, Java, Social Media, Stata, Data Analysis, Pro Engineer, Mandarin, Leadership
Education
Brown University 2010 — 2015
Sc.B., Applied Mathematics - Economics
Beijing Jingshan School 2006 — 2010
David Rold David Rold's Credit Suisse Experience June 2011 - August 2011
Job Equity Research Associate at Needham & Company (IT Hardware/Enterprise Storage/Cloud Infrastructure)
Industry Financial Services
Experience
Needham & Company August 2012 - Present
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Research, Valuation
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Needham & Company August 2012 - Present
Sandler O'Neill & Partners, L.P. June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Capital Markets, Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Research, Valuation
Education
Bucknell University
Bachelor of Arts (B.A.), Economics
Morgan Eifler's Credit Suisse Experience March 2015 - Present
Job Chief of Staff to Head of North America Coverage, Private Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse March 2015 - Present
Credit Suisse January 2015 - Present
Credit Suisse August 2013 - December 2014
Credit Suisse February 2011 - August 2013
Polo Ralph Lauren August 2009 - February 2011
New Finance Capital, LLP May 2008 - August 2008
Credit Suisse October 2007 - December 2007
Lazard Capital Markets May 2007 - July 2007
Skills
Microsoft Excel, Management, Strategy, Analysis
Education
Bucknell University 2005 — 2009
Economics, Economics, Philosophy
Choate Rosemary Hall 2002 — 2005
Credit Suisse March 2015 - Present
Credit Suisse January 2015 - Present
Credit Suisse August 2013 - December 2014
Credit Suisse February 2011 - August 2013
Polo Ralph Lauren August 2009 - February 2011
New Finance Capital, LLP May 2008 - August 2008
Credit Suisse October 2007 - December 2007
Lazard Capital Markets May 2007 - July 2007
Skills
Microsoft Excel, Management, Strategy, Analysis
Education
Bucknell University 2005 — 2009
Economics, Economics, Philosophy
Choate Rosemary Hall 2002 — 2005
Lara Fox Moskowitz Lara Fox Moskowitz's Credit Suisse Experience 2009 - 2010
Job Director of Business Development & Strategy at Solamere Capital, LLC
Industry Venture Capital & Private Equity
Experience
Solamere Capital, LLC November 2014 - Present
Principal @ Start Up May 2014 - October 2014
General Atlantic 2010 - 2014
Credit Suisse 2009 - 2010
The Met School in Providence, RI 2007 - 2009
Penguin Group USA November 2003 - May 2006
Education
Brown University
B.A.
Solamere Capital, LLC November 2014 - Present
Principal @ Start Up May 2014 - October 2014
General Atlantic 2010 - 2014
Credit Suisse 2009 - 2010
The Met School in Providence, RI 2007 - 2009
Penguin Group USA November 2003 - May 2006
Education
Brown University
B.A.
Jack Cook Jack Cook's Credit Suisse Experience July 2011 - Present
Job Analyst High Yield Trading at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Credit Suisse June 2010 - August 2010
Northrop Grumman Corporation June 2009 - August 2009
CME Live Cattle Futures Options Trading June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Office, Microsoft SQL Server, Series 7 Certified, Series 63 Certified, Series 55 Certified, Portfolio Management, Fixed Income
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Commerce, Organizations and Entrepreneurship: Business Economics
Fenwick High School 2003 — 2007
Credit Suisse July 2011 - Present
Credit Suisse June 2010 - August 2010
Northrop Grumman Corporation June 2009 - August 2009
CME Live Cattle Futures Options Trading June 2008 - August 2008
Skills
Bloomberg Terminal, Microsoft Office, Microsoft SQL Server, Series 7 Certified, Series 63 Certified, Series 55 Certified, Portfolio Management, Fixed Income
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Commerce, Organizations and Entrepreneurship: Business Economics
Fenwick High School 2003 — 2007
Dylan Burke Dylan Burke's Credit Suisse Experience June 2012 - August 2012
Job Index Analyst at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company March 2015 - Present
ALPS, A DST Company October 2014 - March 2015
Fidelity Investments September 2013 - October 2014
Credit Suisse June 2012 - August 2012
Skills
PowerPoint
Education
Bucknell University 2009 — 2013
BSBA, Management
Seton Hall Preparatory 2006 — 2009
High School
ALPS, A DST Company March 2015 - Present
ALPS, A DST Company October 2014 - March 2015
Fidelity Investments September 2013 - October 2014
Credit Suisse June 2012 - August 2012
Skills
PowerPoint
Education
Bucknell University 2009 — 2013
BSBA, Management
Seton Hall Preparatory 2006 — 2009
High School
Michael Bidun Michael Bidun's Credit Suisse Experience 1998 - 1999
Job Managing Member at Tapestry Data, LLC.
Industry Financial Services
Experience
Tapestry Data, LLC November 2013 - Present
Citigroup April 2011 - November 2013
Bank of America October 2010 - February 2011
Barclays Capital June 2009 - June 2010
Morgan Stanley January 2004 - January 2009
Freddie Mac April 2003 - October 2003
Fannie Mae February 2002 - April 2003
Credit Suisse 1998 - 1999
UBS Securities LLC 1997 - 1999
JP Morgan 1992 - 1995
Skills
Derivatives, Risk Management, Market Risk, Program Management, Operational Risk..., Financial Risk, Basel II, Fixed Income, Credit Risk, Vendor Management, Portfolio Management, Financial Services, Equity Derivatives, Credit Derivatives, Management, Data Analysis, Operational Risk, Disaster Recovery, Enterprise Risk..., Analysis, Quantitative Analysis, Data Quality, Analytics, Trading Systems, Capital Markets, Strategy, Mortgage Banking, Key Risk Indicator..., Operational Risk..., Risk Reporting, Risk Aggregation, Supply Management, Trading, Interest Rate..., Investment Banking, Finance, Integration, Sybase, Hedge Funds, Enterprise Software, Prime Brokerage, Supplier Management, Recruiting, Technical Recruiting, Consulting, Business Analysis, Leadership, SDLC, IT Strategy
Education
Brown University 1981 — 1985
BS, Computer Science
wilde lake high school
Tapestry Data, LLC November 2013 - Present
Citigroup April 2011 - November 2013
Bank of America October 2010 - February 2011
Barclays Capital June 2009 - June 2010
Morgan Stanley January 2004 - January 2009
Freddie Mac April 2003 - October 2003
Fannie Mae February 2002 - April 2003
Credit Suisse 1998 - 1999
UBS Securities LLC 1997 - 1999
JP Morgan 1992 - 1995
Skills
Derivatives, Risk Management, Market Risk, Program Management, Operational Risk..., Financial Risk, Basel II, Fixed Income, Credit Risk, Vendor Management, Portfolio Management, Financial Services, Equity Derivatives, Credit Derivatives, Management, Data Analysis, Operational Risk, Disaster Recovery, Enterprise Risk..., Analysis, Quantitative Analysis, Data Quality, Analytics, Trading Systems, Capital Markets, Strategy, Mortgage Banking, Key Risk Indicator..., Operational Risk..., Risk Reporting, Risk Aggregation, Supply Management, Trading, Interest Rate..., Investment Banking, Finance, Integration, Sybase, Hedge Funds, Enterprise Software, Prime Brokerage, Supplier Management, Recruiting, Technical Recruiting, Consulting, Business Analysis, Leadership, SDLC, IT Strategy
Education
Brown University 1981 — 1985
BS, Computer Science
wilde lake high school
Lauren Bernard's Credit Suisse Experience January 2015 - Present
Job Derivatives Clearing Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2015 - Present
Philadelphia Flyers June 2013 - August 2013
Skills
Word, Excel, PowerPoint, Microsoft Office, Social Media, Outlook, Access, Accounting, Time Management, English, Public Speaking, Spreadsheets, Team Leadership, Event Planning
Education
Bucknell University 2010 — 2014
Bachelor's Degree, Business Administration - Management
Credit Suisse January 2015 - Present
Philadelphia Flyers June 2013 - August 2013
Skills
Word, Excel, PowerPoint, Microsoft Office, Social Media, Outlook, Access, Accounting, Time Management, English, Public Speaking, Spreadsheets, Team Leadership, Event Planning
Education
Bucknell University 2010 — 2014
Bachelor's Degree, Business Administration - Management
Jason DiLullo Jason DiLullo's Credit Suisse Experience July 1998 - July 2010
Job Partner at Qatalyst Partners
Industry
Experience
Qatalyst Partners July 2010 - Present
Credit Suisse July 1998 - July 2010
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Investment Banking, M&A experience, LBO, Corporate Advisory, Mergers
Education
Brown University
Qatalyst Partners July 2010 - Present
Credit Suisse July 1998 - July 2010
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Investment Banking, M&A experience, LBO, Corporate Advisory, Mergers
Education
Brown University
David Ullrich's Credit Suisse Experience September 1987 - February 1990
Job SVP FlexTrade
Industry Banking
Experience
FlexTrade May 2015 - Present
Morgan Stanley April 2010 - March 2015
State Street September 2007 - March 2010
State Street September 2000 - March 2010
Bank of America April 1994 - September 2000
Sanwa Bank April 1992 - April 1994
Julius Baer March 1990 - May 1992
Credit Suisse September 1987 - February 1990
Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies
Education
Brown University 1983 — 1987
BA, Applied Math/Economics
FlexTrade May 2015 - Present
Morgan Stanley April 2010 - March 2015
State Street September 2007 - March 2010
State Street September 2000 - March 2010
Bank of America April 1994 - September 2000
Sanwa Bank April 1992 - April 1994
Julius Baer March 1990 - May 1992
Credit Suisse September 1987 - February 1990
Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies
Education
Brown University 1983 — 1987
BA, Applied Math/Economics
Michele Leddy's Credit Suisse Experience June 2015 - August 2015
Job MBA Candidate at Fuqua School of Business
Industry Financial Services
Experience
Fuqua School of Business July 2014 - Present
Credit Suisse June 2015 - August 2015
Pfizer August 2011 - May 2014
Pfizer July 2010 - July 2011
Skills
Forecasting, Customer Service, Finance, Management, Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Social Skills, Strategy, Social Media, Microsoft Office, PowerPoint, Marketing, Research, Portfolio Management
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Bucknell University 2006 — 2010
BSBA, Business Administration: Management, Political Science, Italian Studies
Fuqua School of Business July 2014 - Present
Credit Suisse June 2015 - August 2015
Pfizer August 2011 - May 2014
Pfizer July 2010 - July 2011
Skills
Forecasting, Customer Service, Finance, Management, Financial Analysis, Microsoft Excel, Financial Modeling, Leadership, Social Skills, Strategy, Social Media, Microsoft Office, PowerPoint, Marketing, Research, Portfolio Management
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Bucknell University 2006 — 2010
BSBA, Business Administration: Management, Political Science, Italian Studies
Saurabh Kohli's Credit Suisse Experience June 2011 - February 2013
Job Account Executive at Yotpo
Industry Information Technology and Services
Experience
Yotpo July 2015 - Present
PeopleDoc Inc. August 2014 - July 2015
Credit Suisse June 2011 - February 2013
Bloomberg December 2008 - June 2011
Skills
Equities, Bloomberg, Fixed Income, Sales, Human Resources, Business Development, Business Strategy, Strategy, HRIS, Economics, Series 63, Series 7, Manage Client..., Microsoft Office, New Business Development, Management, Investment Banking, Cloud Computing, Start-ups, Performance Management, Employee Relations, Client Relations Skills, SaaS, Salesforce.com
Education
Brown University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Yotpo July 2015 - Present
PeopleDoc Inc. August 2014 - July 2015
Credit Suisse June 2011 - February 2013
Bloomberg December 2008 - June 2011
Skills
Equities, Bloomberg, Fixed Income, Sales, Human Resources, Business Development, Business Strategy, Strategy, HRIS, Economics, Series 63, Series 7, Manage Client..., Microsoft Office, New Business Development, Management, Investment Banking, Cloud Computing, Start-ups, Performance Management, Employee Relations, Client Relations Skills, SaaS, Salesforce.com
Education
Brown University 2004 — 2008
Bachelor of Arts (B.A.), Economics
William Brannan William Brannan's Credit Suisse Experience May 2010 - August 2010
Job Derivatives Attorney
Industry Law Practice
Experience
Lowenstein Sandler LLP October 2014 - Present
Barclays Investment Bank May 2013 - October 2014
Bank of America May 2012 - May 2013
Credit Suisse May 2010 - August 2010
Skills
Hedge Funds, Derivatives, Securities, Legal Research, Legal Writing, Capital Markets, Investment Banking, Equities
Education
Penn State University 2008 — 2011
Doctor of Law (JD), Law
Brunel University London 2005 — 2008
Bsc., International Politics
Lowenstein Sandler LLP October 2014 - Present
Barclays Investment Bank May 2013 - October 2014
Bank of America May 2012 - May 2013
Credit Suisse May 2010 - August 2010
Skills
Hedge Funds, Derivatives, Securities, Legal Research, Legal Writing, Capital Markets, Investment Banking, Equities
Education
Penn State University 2008 — 2011
Doctor of Law (JD), Law
Brunel University London 2005 — 2008
Bsc., International Politics
Peter Yang's Credit Suisse Experience June 2005 - August 2005
Job Media @ Facebook
Industry Internet
Experience
Facebook March 2013 - Present
Microsoft August 2011 - March 2013
Microsoft June 2010 - August 2010
Mercator Partners August 2006 - May 2009
Credit Suisse June 2005 - August 2005
Skills
Product Management, Monetization, Mobile Advertising, Mobile Internet, Product Marketing, Product Launch, User Experience Design, SQL, Email Marketing, Product Evangelism, Financial Modeling, Management Consulting, Adobe Fireworks, Python, Django, Strategic Partnerships, iOS development, User Experience
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
Brown University 2002 — 2006
Sc.B, Applied Mathematics-Economics
Facebook March 2013 - Present
Microsoft August 2011 - March 2013
Microsoft June 2010 - August 2010
Mercator Partners August 2006 - May 2009
Credit Suisse June 2005 - August 2005
Skills
Product Management, Monetization, Mobile Advertising, Mobile Internet, Product Marketing, Product Launch, User Experience Design, SQL, Email Marketing, Product Evangelism, Financial Modeling, Management Consulting, Adobe Fireworks, Python, Django, Strategic Partnerships, iOS development, User Experience
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
Brown University 2002 — 2006
Sc.B, Applied Mathematics-Economics
Kal Mirza, CSM MEng Kal Mirza, CSM MEng's Credit Suisse Experience September 2004 - August 2006
Job Technologist / Digital Solutions Architect / Director at Eisai
Industry Information Technology and Services
Experience
Eisai Inc January 2014 - Present
Accenture/Avanade September 2012 - August 2014
Bridgewater Associates November 2011 - June 2012
AlphaMetrix, LLC August 2011 - November 2011
Barclays Wealth September 2008 - July 2011
Lehman Brothers (IMD-PIM) August 2006 - September 2008
Credit Suisse September 2004 - August 2006
NRT/Cendant September 2002 - August 2004
License Monitor Inc (LMI) May 2002 - September 2002
Skills
C#, SQL, Agile Scrum, Test Driven Development..., XSLT/XML, ASP.NET MVC, XML Databases, WCF, Microsoft SQL Server, .NET, XML, Scrum, IIS, ASP, ASP.NET, Agile Methodologies, Cloud Computing, Databases, Integration, JavaScript, Linux, Oracle, Quality Assurance, SDLC, Software Development, VB.NET, Visio, Visual Basic, Visual Studio, WPF, Web Applications, Web Services, DB2
Education
Middlesex University 1989 — 1992
MEng, MicroElectronics Design & Production
Brunel University London 1986 — 1989
BEng, Electronics
Sir George Monoux 1982 — 1986
Eisai Inc January 2014 - Present
Accenture/Avanade September 2012 - August 2014
Bridgewater Associates November 2011 - June 2012
AlphaMetrix, LLC August 2011 - November 2011
Barclays Wealth September 2008 - July 2011
Lehman Brothers (IMD-PIM) August 2006 - September 2008
Credit Suisse September 2004 - August 2006
NRT/Cendant September 2002 - August 2004
License Monitor Inc (LMI) May 2002 - September 2002
Skills
C#, SQL, Agile Scrum, Test Driven Development..., XSLT/XML, ASP.NET MVC, XML Databases, WCF, Microsoft SQL Server, .NET, XML, Scrum, IIS, ASP, ASP.NET, Agile Methodologies, Cloud Computing, Databases, Integration, JavaScript, Linux, Oracle, Quality Assurance, SDLC, Software Development, VB.NET, Visio, Visual Basic, Visual Studio, WPF, Web Applications, Web Services, DB2
Education
Middlesex University 1989 — 1992
MEng, MicroElectronics Design & Production
Brunel University London 1986 — 1989
BEng, Electronics
Sir George Monoux 1982 — 1986
Sam Peprah's Credit Suisse Experience June 2012 - July 2012
Job Independent Consultant and Researcher
Industry Management Consulting
Experience
Self-Employed July 2015 - Present
Booz Allen Hamilton September 2013 - June 2015
Credit Suisse June 2012 - July 2012
FanFeedr December 2010 - February 2011
Skills
Research, Nonprofits, Early-stage Startups, Public Speaking, Fundraising, Entrepreneurship, Marketing Strategy, International Relations, Business Development, Community Outreach, Non-profits, Marketing, PowerPoint, Editing, Event Planning, Social Media, Microsoft Office, Consulting
Education
Brown University 2009 — 2013
Bachelor of Arts (BA), Political Science
Self-Employed July 2015 - Present
Booz Allen Hamilton September 2013 - June 2015
Credit Suisse June 2012 - July 2012
FanFeedr December 2010 - February 2011
Skills
Research, Nonprofits, Early-stage Startups, Public Speaking, Fundraising, Entrepreneurship, Marketing Strategy, International Relations, Business Development, Community Outreach, Non-profits, Marketing, PowerPoint, Editing, Event Planning, Social Media, Microsoft Office, Consulting
Education
Brown University 2009 — 2013
Bachelor of Arts (BA), Political Science
Katriona MacIver's Credit Suisse Experience 2003 - 2005
Job VP Corporate Strategy and Operations at QBE. Business development and implementation of global initiatives
Industry Management Consulting
Experience
QBE January 2010 - Present
Zingara 2009 - 2010
Stanford Graduate School of Business 2006 - 2008
MGM (Metro-Goldwyn-Mayer) June 2007 - August 2007
UBS 2005 - 2006
Credit Suisse 2003 - 2005
Bank Julius Baer 2002 - 2003
American Express 2000 - 2002
Skills
Business Strategy, Mergers, Strategic Planning, New Business Development, Business Analysis, Change Management, Relationship Management, Negotiation, Strategy, Management, Business Development, Mergers & Acquisitions, Start-ups, Marketing Strategy, Finance, Analysis, Marketing, Business Planning, Collaborative Problem..., Financial Modeling, Leadership, Innovation Consulting, Product Management, CRM, Value Propositions
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Brown University 1996 — 2000
B.A.
Universidad de Salamanca 1995 — 1996
Diploma de Estudios Hispanicos
American School of Paris 1991 — 1995
High School
QBE January 2010 - Present
Zingara 2009 - 2010
Stanford Graduate School of Business 2006 - 2008
MGM (Metro-Goldwyn-Mayer) June 2007 - August 2007
UBS 2005 - 2006
Credit Suisse 2003 - 2005
Bank Julius Baer 2002 - 2003
American Express 2000 - 2002
Skills
Business Strategy, Mergers, Strategic Planning, New Business Development, Business Analysis, Change Management, Relationship Management, Negotiation, Strategy, Management, Business Development, Mergers & Acquisitions, Start-ups, Marketing Strategy, Finance, Analysis, Marketing, Business Planning, Collaborative Problem..., Financial Modeling, Leadership, Innovation Consulting, Product Management, CRM, Value Propositions
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Brown University 1996 — 2000
B.A.
Universidad de Salamanca 1995 — 1996
Diploma de Estudios Hispanicos
American School of Paris 1991 — 1995
High School
David Popowitz's Credit Suisse Experience July 1998 - January 2009
Job Bringing in awesome technology and talent to GoDaddy's thru partnerships and acquisitions
Industry Internet
Experience
VoiceBase January 2011 - January 2012
RingCentral January 2011 - June 2011
Credit Suisse July 1998 - January 2009
Credit Suisse First Boston July 1998 - December 2008
Credit Suisse First Boston Technology Group July 1998 - December 2008
Deustche Morgan Grenfell Technology Group April 1996 - July 1998
Morgan Stanley July 1993 - April 1996
Morgan Stanley July 1989 - June 1991
Skills
Negotiation, Financial Management, Team Building, Corporate Development, Mergers, Valuation, Venture Capital, Private Equity, Business Strategy, Corporate Finance, SaaS, Investments, Financial Modeling, Investment Banking, Equities, LBO, Due Diligence, Capital Markets, IPO, Banking, M&A experience, Private Placements, Financial Markets, Start-ups, Deal Structuring
Education
Harvard Business School 1991 — 1993
MBA
Brown University 1985 — 1989
BA
Brooks School 1981 — 1985
High School degree
VoiceBase January 2011 - January 2012
RingCentral January 2011 - June 2011
Credit Suisse July 1998 - January 2009
Credit Suisse First Boston July 1998 - December 2008
Credit Suisse First Boston Technology Group July 1998 - December 2008
Deustche Morgan Grenfell Technology Group April 1996 - July 1998
Morgan Stanley July 1993 - April 1996
Morgan Stanley July 1989 - June 1991
Skills
Negotiation, Financial Management, Team Building, Corporate Development, Mergers, Valuation, Venture Capital, Private Equity, Business Strategy, Corporate Finance, SaaS, Investments, Financial Modeling, Investment Banking, Equities, LBO, Due Diligence, Capital Markets, IPO, Banking, M&A experience, Private Placements, Financial Markets, Start-ups, Deal Structuring
Education
Harvard Business School 1991 — 1993
MBA
Brown University 1985 — 1989
BA
Brooks School 1981 — 1985
High School degree
David Eller's Credit Suisse Experience September 1999 - July 2001
Job Technology Research Professional
Industry Information Technology and Services
Experience
TownHall Investment Research 2008 - 2010
Reuters News Agency March 2007 - September 2008
Rochdale Securities January 2004 - March 2007
Bowman Capital October 2002 - July 2003
Owenoke Capital Management September 2001 - October 2002
Credit Suisse September 1999 - July 2001
Morgan Stanley 1994 - 1999
Morgan Stanley 1994 - 1999
Morgan Stanley 1994 - 1999
Education
Bryant University
Bachelor’s Degree, Computer Science
Iona Prep
TownHall Investment Research 2008 - 2010
Reuters News Agency March 2007 - September 2008
Rochdale Securities January 2004 - March 2007
Bowman Capital October 2002 - July 2003
Owenoke Capital Management September 2001 - October 2002
Credit Suisse September 1999 - July 2001
Morgan Stanley 1994 - 1999
Morgan Stanley 1994 - 1999
Morgan Stanley 1994 - 1999
Education
Bryant University
Bachelor’s Degree, Computer Science
Iona Prep
Jeremy Wegner's Credit Suisse Experience July 1998 - October 2000
Job
Industry Investment Banking
Experience
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers October 2000 - September 2008
Credit Suisse July 1998 - October 2000
Skills
Valuation, Capital Markets, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, High Yield, Financial Structuring, Equities, LBO, Financial Analysis
Education
Brown University 1994 — 1998
AB, Economics
Starwood Hotels & Resorts Worldwide, Inc. July 2012 - Present
Barclays Capital September 2008 - July 2012
Lehman Brothers October 2000 - September 2008
Credit Suisse July 1998 - October 2000
Skills
Valuation, Capital Markets, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, High Yield, Financial Structuring, Equities, LBO, Financial Analysis
Education
Brown University 1994 — 1998
AB, Economics
Mirang Desai's Credit Suisse Experience February 2008 - February 2009
Job Finance| Cost Control |Regulatory |PMO |Advisory |Strategic Planning
Industry Banking
Experience
Barclays Investment Bank October 2014 - Present
Bank of America September 2012 - October 2014
M23inc March 2009 - September 2012
Credit Suisse February 2008 - February 2009
Barclay's Bank January 2007 - February 2008
Morgan Stanley January 2005 - December 2006
Cendant Corp October 2000 - December 2004
Cendant Corp October 2000 - December 2004
Chase Manhattan Corporation March 1998 - September 2000
PaineWebber Inc February 1997 - March 1998
Skills
PMO, Business Management, Financial Control, Process Optimization, Integration, Basel II, SOX, ERP/CRM, Building Relationships, Cross-functional Team..., Change Management, Sarbanes-Oxley Act, Management, Business Process, Strategy, Financial Modeling, Risk Management
Education
Bryant University 1989 — 1993
BS
Investment Banking Institute
Barclays Investment Bank October 2014 - Present
Bank of America September 2012 - October 2014
M23inc March 2009 - September 2012
Credit Suisse February 2008 - February 2009
Barclay's Bank January 2007 - February 2008
Morgan Stanley January 2005 - December 2006
Cendant Corp October 2000 - December 2004
Cendant Corp October 2000 - December 2004
Chase Manhattan Corporation March 1998 - September 2000
PaineWebber Inc February 1997 - March 1998
Skills
PMO, Business Management, Financial Control, Process Optimization, Integration, Basel II, SOX, ERP/CRM, Building Relationships, Cross-functional Team..., Change Management, Sarbanes-Oxley Act, Management, Business Process, Strategy, Financial Modeling, Risk Management
Education
Bryant University 1989 — 1993
BS
Investment Banking Institute
David Carey's Credit Suisse Experience April 2002 - April 2003
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2003 - Present
Credit Suisse April 2002 - April 2003
Fintrack Systems October 1999 - April 2002
Barclays Capital September 1998 - October 1999
Fuji Capital Markets March 1993 - September 1998
Thomson Financial 1991 - 1993
Skills
Derivatives, Capital Markets, Commodity, Investment Banking, Options, Trading Systems, Fixed Income, Risk Management, Portfolio Management, Perl, Java, SQL, Sybase, C++, Credit Risk, Market Risk, Back Office, Financial Markets, Trading
Education
Brown University 1990 — 1991
MS
Brown University 1986 — 1990
ScB
Morgan Stanley April 2003 - Present
Credit Suisse April 2002 - April 2003
Fintrack Systems October 1999 - April 2002
Barclays Capital September 1998 - October 1999
Fuji Capital Markets March 1993 - September 1998
Thomson Financial 1991 - 1993
Skills
Derivatives, Capital Markets, Commodity, Investment Banking, Options, Trading Systems, Fixed Income, Risk Management, Portfolio Management, Perl, Java, SQL, Sybase, C++, Credit Risk, Market Risk, Back Office, Financial Markets, Trading
Education
Brown University 1990 — 1991
MS
Brown University 1986 — 1990
ScB
Akash Srivastava's Credit Suisse Experience 2002 - 2005
Job CoFounder, Managing Partner at Rewardable
Industry Financial Services
Experience
Rewardable August 2013 - Present
ZBI Equities August 2007 - July 2013
Court Square Capital Partners July 2005 - July 2007
Credit Suisse 2002 - 2005
Skills
Emerging Markets, Corporate Finance, Equities, Equity Research, Investment Banking, Valuation, Financial Modeling, Hedge Funds, Private Equity, Fixed Income, Due Diligence
Education
Brown University 1998 — 2002
B.A. Economics, Honors with Highest Distinction, Magna Cum Laude
Rewardable August 2013 - Present
ZBI Equities August 2007 - July 2013
Court Square Capital Partners July 2005 - July 2007
Credit Suisse 2002 - 2005
Skills
Emerging Markets, Corporate Finance, Equities, Equity Research, Investment Banking, Valuation, Financial Modeling, Hedge Funds, Private Equity, Fixed Income, Due Diligence
Education
Brown University 1998 — 2002
B.A. Economics, Honors with Highest Distinction, Magna Cum Laude
Harold Overweg's Credit Suisse Experience September 2004 - Present
Job AVP Tax at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2004 - Present
The Schonbraun McCann Group, LLP 2000 - 2004
KPMG 1998 - 2000
Skills
Tax Accounting, Tax, Corporate Tax, International Tax, Accounting, High Net Worth..., Income Tax, Financial Reporting, Transfer Pricing, Tax Advisory, Due Diligence, Hedge Funds, CPA, Financial Accounting, Financial Analysis
Education
Fordham Gabelli School of Business 2002 — 2005
MS, Taxation
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance / Accounting
Bucknell University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Bronx High School of Science 1983 — 1987
Credit Suisse September 2004 - Present
The Schonbraun McCann Group, LLP 2000 - 2004
KPMG 1998 - 2000
Skills
Tax Accounting, Tax, Corporate Tax, International Tax, Accounting, High Net Worth..., Income Tax, Financial Reporting, Transfer Pricing, Tax Advisory, Due Diligence, Hedge Funds, CPA, Financial Accounting, Financial Analysis
Education
Fordham Gabelli School of Business 2002 — 2005
MS, Taxation
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance / Accounting
Bucknell University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
Bronx High School of Science 1983 — 1987
Jeffrey Rabel's Credit Suisse Experience July 2002 - April 2006
Job Managing Director at Intermediate Capital Group
Industry Financial Services
Experience
Intermediate Capital Group September 2015 - Present
Barclays Capital April 2006 - August 2015
Lehman Brothers March 2006 - September 2008
Credit Suisse July 2002 - April 2006
Ernst & Young LLP 1997 - 2001
Education
Northwestern University - Kellogg School of Management 2001 — 2002
MBA, Finance and Management and Strategy
Bucknell University 1993 — 1997
BSBA, Accounting and Economics
Intermediate Capital Group September 2015 - Present
Barclays Capital April 2006 - August 2015
Lehman Brothers March 2006 - September 2008
Credit Suisse July 2002 - April 2006
Ernst & Young LLP 1997 - 2001
Education
Northwestern University - Kellogg School of Management 2001 — 2002
MBA, Finance and Management and Strategy
Bucknell University 1993 — 1997
BSBA, Accounting and Economics
Brian Bailey's Credit Suisse Experience May 2010 - July 2014
Job Executive Director at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. July 2014 - Present
Credit Suisse May 2010 - July 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2006 - September 2008
Fitch Ratings June 2004 - June 2006
The Office of the Connecticut State Treasuer January 1999 - August 2002
Kennelly For Governor September 1997 - December 1998
Skills
Securitization, Analytics, Structured Finance, Capital Markets, Derivatives, Fixed Income, Investment Banking, Strategic Planning, Structured Products, Equities, Portfolio Management, single dealer platforms, Management Information..., eCommerce, Online Information..., Mobile Applications, User Interface Design, Manage Client..., Presenting to Clients, E-commerce
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Bucknell University 1992 — 1996
BS, Sociology
Semester at Sea 1995 — 1995
Choate Rosemary Hall 1988 — 1992
MSCI Inc. July 2014 - Present
Credit Suisse May 2010 - July 2014
Barclays Capital September 2008 - May 2010
Lehman Brothers June 2006 - September 2008
Fitch Ratings June 2004 - June 2006
The Office of the Connecticut State Treasuer January 1999 - August 2002
Kennelly For Governor September 1997 - December 1998
Skills
Securitization, Analytics, Structured Finance, Capital Markets, Derivatives, Fixed Income, Investment Banking, Strategic Planning, Structured Products, Equities, Portfolio Management, single dealer platforms, Management Information..., eCommerce, Online Information..., Mobile Applications, User Interface Design, Manage Client..., Presenting to Clients, E-commerce
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Bucknell University 1992 — 1996
BS, Sociology
Semester at Sea 1995 — 1995
Choate Rosemary Hall 1988 — 1992
Rachel Martens's Credit Suisse Experience 2004 - 2004
Job Director, Strategy and Planning
Industry Pharmaceuticals
Experience
Sanofi January 2015 - Present
Sanofi September 2013 - December 2014
Sanofi July 2011 - September 2013
Sanofi June 2010 - August 2010
BMO Capital Markets 2008 - 2009
BMO Capital Markets 2005 - 2008
Credit Suisse 2004 - 2004
Skills
Investment Banking, Financial Modeling, Business Development, Pharmaceutical Industry, Biotechnology Industry, Valuation, Private Placements, Capital Markets, Corporate Finance, Private Equity, Venture Capital, Business Planning, Strategy, Strategic Planning, Business Strategy, Management, Financial Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sanofi January 2015 - Present
Sanofi September 2013 - December 2014
Sanofi July 2011 - September 2013
Sanofi June 2010 - August 2010
BMO Capital Markets 2008 - 2009
BMO Capital Markets 2005 - 2008
Credit Suisse 2004 - 2004
Skills
Investment Banking, Financial Modeling, Business Development, Pharmaceutical Industry, Biotechnology Industry, Valuation, Private Placements, Capital Markets, Corporate Finance, Private Equity, Venture Capital, Business Planning, Strategy, Strategic Planning, Business Strategy, Management, Financial Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Alan Kral's Credit Suisse Experience June 2014 - Present
Job Transportation Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2014 - Present
Morgan Stanley April 2010 - April 2013
Ferghana Partners May 2003 - April 2010
Deutsche Bank, London 2000 - 2003
Deutsche Bank 1998 - 2003
Skills
Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Industrial Sector, Equities, Fixed Income, Financial Modeling, Financial Analysis, IPO, Investment Banking, Capital Markets, Due Diligence
Education
Brown University 1994 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Credit Suisse June 2014 - Present
Morgan Stanley April 2010 - April 2013
Ferghana Partners May 2003 - April 2010
Deutsche Bank, London 2000 - 2003
Deutsche Bank 1998 - 2003
Skills
Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Industrial Sector, Equities, Fixed Income, Financial Modeling, Financial Analysis, IPO, Investment Banking, Capital Markets, Due Diligence
Education
Brown University 1994 — 1998
Bachelor of Arts (B.A.), International Relations and Affairs
Molly Russo's Credit Suisse Experience July 2011 - Present
Job Vice President at Credit Suisse
Industry Law Practice
Experience
Credit Suisse July 2011 - Present
Davis Polk & Wardwell October 2006 - July 2011
Richardson and Tyler LLP 2002 - 2003
Education
Stanford University Law School 2003 — 2006
Doctor of Law (JD)
Brown University 1997 — 2001
A.B., Linguistics
Credit Suisse July 2011 - Present
Davis Polk & Wardwell October 2006 - July 2011
Richardson and Tyler LLP 2002 - 2003
Education
Stanford University Law School 2003 — 2006
Doctor of Law (JD)
Brown University 1997 — 2001
A.B., Linguistics
Carey Timbrell's Credit Suisse Experience MDDLJ1996 - 2010
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse MDDLJ1996 - 2010
Goldman Sachs July 1981 - November 1996
Education
Stanford University 1979 — 1981
Brown University 1970 — 1974
ab, history
Tenafly High School 1967 — 1970
HS
Credit Suisse MDDLJ1996 - 2010
Goldman Sachs July 1981 - November 1996
Education
Stanford University 1979 — 1981
Brown University 1970 — 1974
ab, history
Tenafly High School 1967 — 1970
HS
John (Duck Jin) Chun's Credit Suisse Experience 2009 - 2013
Job Team Lead
Industry Information Technology and Services
Experience
Citigroup April 2004 - Present
Credit Suisse 2009 - 2013
Education
Brown University 1992 — 1996
Computer Science
Citigroup April 2004 - Present
Credit Suisse 2009 - 2013
Education
Brown University 1992 — 1996
Computer Science
Beth Griper's Credit Suisse Experience January 1997 - February 1998
Job Director at MacKay Shields
Industry Financial Services
Experience
MacKay Shields August 2007 - Present
NYSE Euronext 2004 - 2007
Zurich Financial Services February 1998 - March 2004
Credit Suisse January 1997 - February 1998
Shearman & Sterling LLP June 1996 - January 1997
Skills
Equities, Financial Services, Financial Markets, Investments, Due Diligence, Series 7, Asset Management, High Yield, Asset Allocation, Fixed Income, Finance, Hedge Funds, Alternative Investments, Securities, Bloomberg, Capital Markets, Investment Management
Education
New York University, Stern School of Business 2001 — 2004
MBA
Bucknell University 1992 — 1996
Bachelor of Arts
Albert-Ludwigs-Universität Freiburg im Breisgau 1995 — 1995
German
MacKay Shields August 2007 - Present
NYSE Euronext 2004 - 2007
Zurich Financial Services February 1998 - March 2004
Credit Suisse January 1997 - February 1998
Shearman & Sterling LLP June 1996 - January 1997
Skills
Equities, Financial Services, Financial Markets, Investments, Due Diligence, Series 7, Asset Management, High Yield, Asset Allocation, Fixed Income, Finance, Hedge Funds, Alternative Investments, Securities, Bloomberg, Capital Markets, Investment Management
Education
New York University, Stern School of Business 2001 — 2004
MBA
Bucknell University 1992 — 1996
Bachelor of Arts
Albert-Ludwigs-Universität Freiburg im Breisgau 1995 — 1995
German
Colin R. Knudsen's Credit Suisse Experience November 2000 - February 2002
Job Managing Director at Coady Diemar Partners
Industry Investment Banking
Experience
Coady Diemar Partners January 2004 - Present
Credit Suisse November 2000 - February 2002
Donaldson, Lufkin & Jenrette August 1983 - November 2000
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Venture Capital, Investments, Mergers, Mobile Devices, Digital and Traditional..., Mobile, Technology, Equities, M&A experience, Strategy, LBO, Valuation, Corporate Finance, Financial Modeling, Corporate Development, Due Diligence
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance
Brown University 1975 — 1979
BA, History and International Relations
Coady Diemar Partners January 2004 - Present
Credit Suisse November 2000 - February 2002
Donaldson, Lufkin & Jenrette August 1983 - November 2000
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Venture Capital, Investments, Mergers, Mobile Devices, Digital and Traditional..., Mobile, Technology, Equities, M&A experience, Strategy, LBO, Valuation, Corporate Finance, Financial Modeling, Corporate Development, Due Diligence
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance
Brown University 1975 — 1979
BA, History and International Relations
Kevin Brakstad's Credit Suisse Experience September 2000 - September 2007
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2010 - Present
Amherst Securities August 2008 - July 2010
Credit Suisse September 2000 - September 2007
Education
Bucknell University 1996 — 2000
Deutsche Bank September 2010 - Present
Amherst Securities August 2008 - July 2010
Credit Suisse September 2000 - September 2007
Education
Bucknell University 1996 — 2000
Louise Rossi's Credit Suisse Experience February 2012 - Present
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2012 - Present
HSBC September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Deutsche Bank Securities October 2005 - December 2010
UBS Wealth Management June 1998 - October 2005
The Chase Manhattan Bank July 1991 - October 1997
Skills
Business Analysis, Business Process..., Change Management, Financial Services, Investment Banking, Process Improvement, Project Management, SDLC, Back Office, Banking, Middle Office, PMO, Reference Data, Regulatory Reporting, Vendor Management, Trading Systems, Capital Markets, Derivatives, Fixed Income, Management, Program Management, Securities
Education
Rutgers, The State University of New Jersey-Graduate School of Management
MBA, International Business
Bryn Mawr College
Bachelor's, English Literature
Clifton High School
Credit Suisse February 2012 - Present
HSBC September 2011 - February 2012
Morgan Stanley February 2011 - September 2011
Deutsche Bank Securities October 2005 - December 2010
UBS Wealth Management June 1998 - October 2005
The Chase Manhattan Bank July 1991 - October 1997
Skills
Business Analysis, Business Process..., Change Management, Financial Services, Investment Banking, Process Improvement, Project Management, SDLC, Back Office, Banking, Middle Office, PMO, Reference Data, Regulatory Reporting, Vendor Management, Trading Systems, Capital Markets, Derivatives, Fixed Income, Management, Program Management, Securities
Education
Rutgers, The State University of New Jersey-Graduate School of Management
MBA, International Business
Bryn Mawr College
Bachelor's, English Literature
Clifton High School
Elana Fishman's Credit Suisse Experience 2005 - 2007
Job Intern/Apprentice at Glendale Shepherd
Industry Retail
Experience
Bayview Farm & Garden March 2015 - September 2015
Glendale Shepherd, Farmstead Sheep Milk Dairy February 2014 - October 2014
Amazon March 2013 - February 2014
Amazon August 2011 - March 2013
Kaiser Permanente June 2010 - August 2010
Green Science Policy Institute May 2008 - June 2009
Gryphon Investors August 2007 - May 2008
Credit Suisse 2005 - 2007
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Analysis, Accounting, Business Management, Microsoft Excel, Retail Category..., Inventory Management, Forecasting, Project Management
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Brown University 2001 — 2005
Bachelor of Arts (B.A.)
Bayview Farm & Garden March 2015 - September 2015
Glendale Shepherd, Farmstead Sheep Milk Dairy February 2014 - October 2014
Amazon March 2013 - February 2014
Amazon August 2011 - March 2013
Kaiser Permanente June 2010 - August 2010
Green Science Policy Institute May 2008 - June 2009
Gryphon Investors August 2007 - May 2008
Credit Suisse 2005 - 2007
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Analysis, Accounting, Business Management, Microsoft Excel, Retail Category..., Inventory Management, Forecasting, Project Management
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Brown University 2001 — 2005
Bachelor of Arts (B.A.)
Emily Alejos's Credit Suisse Experience 1997 - 2006
Job Managing Director at Tradewinds Global Investors
Industry Investment Management
Experience
Tradewinds Global Investors March 2007 - Present
Nuveen Investments 2007 - Present
Credit Suisse 1997 - 2006
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
Brown University 1981 — 1985
BA, Economics, Development Studies
Kingswood School Cranbrook
Tradewinds Global Investors March 2007 - Present
Nuveen Investments 2007 - Present
Credit Suisse 1997 - 2006
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
Brown University 1981 — 1985
BA, Economics, Development Studies
Kingswood School Cranbrook
Juan J. Camilo's Credit Suisse Experience June 2007 - February 2010
Job Founder at Dyckman Beer Company
Industry Financial Services
Experience
Dyckman Beer Company July 2013 - Present
RBC Capital Markets February 2010 - February 2014
Credit Suisse June 2007 - February 2010
Skills
Series 7
Education
Bryant University 2003 — 2007
Finance, General
Dyckman Beer Company July 2013 - Present
RBC Capital Markets February 2010 - February 2014
Credit Suisse June 2007 - February 2010
Skills
Series 7
Education
Bryant University 2003 — 2007
Finance, General
Ari Zamir's Credit Suisse Experience July 2014 - Present
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Forum Partners February 2010 - August 2012
Ballentine, Finn & Co. June 2008 - September 2009
Countrywide Securities Corporation June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Brown University 2004 — 2008
BA, Business Economics
Ridgewood High School 2000 — 2004
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Forum Partners February 2010 - August 2012
Ballentine, Finn & Co. June 2008 - September 2009
Countrywide Securities Corporation June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Brown University 2004 — 2008
BA, Business Economics
Ridgewood High School 2000 — 2004
Danielle McKee's Credit Suisse Experience September 2004 - March 2011
Job Accounting Manager at TUDOR INVESTMENT CORPORATION
Industry Accounting
Experience
TUDOR INVESTMENT CORPORATION November 2011 - Present
Credit Suisse September 2004 - March 2011
Weight Watchers May 2002 - September 2004
Beers + Cutler December 1999 - August 2001
Watkins, Meegan, Drury & Co., LLC December 1997 - November 1999
Ryan & Wetmore, PC July 1996 - November 1997
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, GAAP, Corporate Finance, Budgets, Account Reconciliation, Process Improvement, Finance
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA, Finance
Bucknell University 1992 — 1996
BSBA, Accounting
TUDOR INVESTMENT CORPORATION November 2011 - Present
Credit Suisse September 2004 - March 2011
Weight Watchers May 2002 - September 2004
Beers + Cutler December 1999 - August 2001
Watkins, Meegan, Drury & Co., LLC December 1997 - November 1999
Ryan & Wetmore, PC July 1996 - November 1997
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Sarbanes-Oxley Act, GAAP, Corporate Finance, Budgets, Account Reconciliation, Process Improvement, Finance
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA, Finance
Bucknell University 1992 — 1996
BSBA, Accounting
Mike Geroux's Credit Suisse Experience 2007 - 2010
Job Investment Management
Industry Investment Management
Experience
Credit Value Partners October 2010 - Present
Credit Suisse 2007 - 2010
JPMorgan Chase 1991 - 2007
Education
Brown University 1987 — 1991
Economics
Credit Value Partners October 2010 - Present
Credit Suisse 2007 - 2010
JPMorgan Chase 1991 - 2007
Education
Brown University 1987 — 1991
Economics
Jennifer Bourdain's Credit Suisse Experience EditorJP Morgan Chase2003 - 2005
Job AVP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse EditorJP Morgan Chase2003 - 2005
JP Morgan Chase 2003 - 2005
Education
Brown University 1977 — 1981
Russian, Economics
Credit Suisse EditorJP Morgan Chase2003 - 2005
JP Morgan Chase 2003 - 2005
Education
Brown University 1977 — 1981
Russian, Economics
Courtney Quick Burdette's Credit Suisse Experience April 2010 - July 2012
Job Associate Manager at PepsiCo, Brand and Innovation Finance
Industry Food & Beverages
Experience
PepsiCo August 2014 - Present
Columbia Business School August 2012 - May 2014
PepsiCo June 2013 - August 2013
Credit Suisse April 2010 - July 2012
Neuberger Berman September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
JP Morgan Chase 2005 - 2005
Skills
Capital Markets, Fixed Income, Alternative Investments, Corporate Finance, Bloomberg, Cash Management, Finance, Financial Analysis
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
BA
The Hotchkiss School 1998 — 2002
PepsiCo August 2014 - Present
Columbia Business School August 2012 - May 2014
PepsiCo June 2013 - August 2013
Credit Suisse April 2010 - July 2012
Neuberger Berman September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
JP Morgan Chase 2005 - 2005
Skills
Capital Markets, Fixed Income, Alternative Investments, Corporate Finance, Bloomberg, Cash Management, Finance, Financial Analysis
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
BA
The Hotchkiss School 1998 — 2002
Jay Kim's Credit Suisse Experience 2011 - Present
Job
Industry Investment Banking
Experience
Credit Suisse 2011 - Present
Barclays Capital 2001 - May 2011
Salomon Smith Barney 1999 - 2001
Barclays Capital 1997 - 1999
Brown Brothers Harriman 1996 - 1997
Education
Bucknell University
Credit Suisse 2011 - Present
Barclays Capital 2001 - May 2011
Salomon Smith Barney 1999 - 2001
Barclays Capital 1997 - 1999
Brown Brothers Harriman 1996 - 1997
Education
Bucknell University
Marissa Magno's Credit Suisse Experience June 2010 - August 2010
Job HR Compensation Professional at KKR
Industry Human Resources
Experience
KKR June 2013 - Present
Morgan Stanley January 2013 - June 2013
Morgan Stanley June 2011 - January 2013
Credit Suisse June 2010 - August 2010
Local Initiatives Support Corporation September 2009 - August 2010
Education
Teachers College of Columbia University 2009 — 2011
MA, Organizational Psychology
Bucknell University 2005 — 2009
BA, Psychology, Sociology
Sacred Heart Academy 2001 — 2005
Universitat d'Alacant
KKR June 2013 - Present
Morgan Stanley January 2013 - June 2013
Morgan Stanley June 2011 - January 2013
Credit Suisse June 2010 - August 2010
Local Initiatives Support Corporation September 2009 - August 2010
Education
Teachers College of Columbia University 2009 — 2011
MA, Organizational Psychology
Bucknell University 2005 — 2009
BA, Psychology, Sociology
Sacred Heart Academy 2001 — 2005
Universitat d'Alacant
Alex Bubernak's Credit Suisse Experience August 2013 - March 2014
Job Senior Database Administrator at Medfusion Inc.
Industry Information Technology and Services
Experience
Medfusion Inc. March 2014 - Present
Arsenal Digital Solutions September 2005 - Present
Credit Suisse August 2013 - March 2014
IBM February 2008 - August 2013
CARQUEST April 2005 - September 2005
Railinfra Opleidingen February 2005 - July 2005
USPS May 2004 - May 2005
GlaxoSmithKline Biologicals July 2003 - June 2004
BTI Communications February 2000 - July 2003
BTI 2000 - 2003
Skills
Solaris, Perl, Unix, SQL, Linux, Disaster Recovery, System Administration, Databases, Shell Scripting, Servers, Database Administration, Microsoft SQL Server, AIX, Oracle, Data Warehousing, PostgreSQL, Data Center, Performance Tuning, Troubleshooting, IBM AIX
Education
North Carolina State University 1992 — 1997
Electrical Engineering
Bryn Mawr College 1988 — 1993
Villanova University 1988 — 1993
Medfusion Inc. March 2014 - Present
Arsenal Digital Solutions September 2005 - Present
Credit Suisse August 2013 - March 2014
IBM February 2008 - August 2013
CARQUEST April 2005 - September 2005
Railinfra Opleidingen February 2005 - July 2005
USPS May 2004 - May 2005
GlaxoSmithKline Biologicals July 2003 - June 2004
BTI Communications February 2000 - July 2003
BTI 2000 - 2003
Skills
Solaris, Perl, Unix, SQL, Linux, Disaster Recovery, System Administration, Databases, Shell Scripting, Servers, Database Administration, Microsoft SQL Server, AIX, Oracle, Data Warehousing, PostgreSQL, Data Center, Performance Tuning, Troubleshooting, IBM AIX
Education
North Carolina State University 1992 — 1997
Electrical Engineering
Bryn Mawr College 1988 — 1993
Villanova University 1988 — 1993
Akhil Unni's Credit Suisse Experience September 2009 - May 2011
Job Director at Grosvenor Capital Management, L.P.
Industry Investment Management
Experience
Grosvenor Capital Management, L.P. February 2015 - Present
Quantum Utility Generation LLC May 2011 - June 2014
Credit Suisse September 2009 - May 2011
AIG Financial Products March 2007 - September 2009
US Power Generating Company May 2006 - March 2007
KeySpan March 1998 - May 2006
Fieldston Company Inc. June 1997 - January 1998
Education
Harvard University, John F. Kennedy School of Government 1995 — 1997
MPP, Public Policy - Energy
Brown University 1987 — 1991
AB, History
Grosvenor Capital Management, L.P. February 2015 - Present
Quantum Utility Generation LLC May 2011 - June 2014
Credit Suisse September 2009 - May 2011
AIG Financial Products March 2007 - September 2009
US Power Generating Company May 2006 - March 2007
KeySpan March 1998 - May 2006
Fieldston Company Inc. June 1997 - January 1998
Education
Harvard University, John F. Kennedy School of Government 1995 — 1997
MPP, Public Policy - Energy
Brown University 1987 — 1991
AB, History
Bruce Benney's Credit Suisse Experience June 2009 - June 2010
Job Business Analyst at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems October 2014 - Present
Ben-Am Consulting, LLC June 2009 - Present
Virtusa January 2012 - October 2014
Nomura Securities June 2010 - December 2011
Credit Suisse June 2009 - June 2010
BNP Paribas September 2007 - January 2009
Broadridge September 2003 - September 2007
Morgan Stanley April 2000 - March 2003
SG Cowen Securities Corp. September 1997 - April 2000
HSBC May 1994 - September 1997
Skills
Fixed Income, Business Analysis, Product Management, Equities, Requirements Analysis, Derivatives, Project Management, Middle Office, Data Warehousing, SDLC, Financial Services, Risk Management, Business Requirements, IT Strategy, User Acceptance Testing, CRM, Requirements Gathering, Investment Banking, Leadership, Banking, Vendor Management, Finance, Capital Markets, Management
Education
Bucknell University
BSBA, Management, Finance
SunGard Financial Systems October 2014 - Present
Ben-Am Consulting, LLC June 2009 - Present
Virtusa January 2012 - October 2014
Nomura Securities June 2010 - December 2011
Credit Suisse June 2009 - June 2010
BNP Paribas September 2007 - January 2009
Broadridge September 2003 - September 2007
Morgan Stanley April 2000 - March 2003
SG Cowen Securities Corp. September 1997 - April 2000
HSBC May 1994 - September 1997
Skills
Fixed Income, Business Analysis, Product Management, Equities, Requirements Analysis, Derivatives, Project Management, Middle Office, Data Warehousing, SDLC, Financial Services, Risk Management, Business Requirements, IT Strategy, User Acceptance Testing, CRM, Requirements Gathering, Investment Banking, Leadership, Banking, Vendor Management, Finance, Capital Markets, Management
Education
Bucknell University
BSBA, Management, Finance
kenny weinstein's Credit Suisse Experience February 1992 - July 2008
Job Investment Advisor at MYLES WEALTH MANAGEMENT
Industry Financial Services
Experience
Myles Wealth Management May 2015 - Present
Key Investment Services July 2012 - May 2015
Chase Investment Service August 2010 - July 2012
Credit Suisse February 1992 - July 2008
Skills
Investments, Equities, Marketing Strategy, Asset Management, Public Speaking, Mutual Funds, Financial Services, Process Improvement, Portfolio Management, Team Building, Finance, Series 7, Wealth Management, Alternative Investments, Equity Trading, Financial Analysis, Fixed Income, Series 63
Education
Bryant University 1975 — 1978
bachelor science, business administration
Myles Wealth Management May 2015 - Present
Key Investment Services July 2012 - May 2015
Chase Investment Service August 2010 - July 2012
Credit Suisse February 1992 - July 2008
Skills
Investments, Equities, Marketing Strategy, Asset Management, Public Speaking, Mutual Funds, Financial Services, Process Improvement, Portfolio Management, Team Building, Finance, Series 7, Wealth Management, Alternative Investments, Equity Trading, Financial Analysis, Fixed Income, Series 63
Education
Bryant University 1975 — 1978
bachelor science, business administration
Jeffrey Gould's Credit Suisse Experience October 2003 - July 2007
Job Director at Société Générale
Industry Financial Services
Experience
Société Générale October 2013 - Present
BTIG 2011 - 2013
BTIG 2011 - 2013
Barclays Capital July 2006 - October 2008
Credit Suisse October 2003 - July 2007
Bear Stearns July 2001 - July 2003
Skills
Leveraged Finance, Investment Banking, Hedge Funds, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Alternative Investments, Sales, LBO, Banking, Credit
Education
Bucknell University 1997 — 2001
BSBA, Accounting
Newfield
Société Générale October 2013 - Present
BTIG 2011 - 2013
BTIG 2011 - 2013
Barclays Capital July 2006 - October 2008
Credit Suisse October 2003 - July 2007
Bear Stearns July 2001 - July 2003
Skills
Leveraged Finance, Investment Banking, Hedge Funds, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Alternative Investments, Sales, LBO, Banking, Credit
Education
Bucknell University 1997 — 2001
BSBA, Accounting
Newfield
Matthew Bauer's Credit Suisse Experience 1987 - 1998
Job Senior Manager at International Finance Corporation
Industry Banking
Experience
International Finance Corporation March 1999 - Present
InfrastructureWorld 2001 - 2002
InfrastructureWorld 2001 - 2002
Credit Suisse/Credit Suisse First Boston April 1987 - July 1998
Credit Suisse 1987 - 1998
Irving Trust Company 1982 - 1987
Skills
Financial Institutions, Credit, Loans, Project Finance, Emerging Markets, International Finance, Debt, Structuring, Latin America, Corporate Finance, Portfolio Management, Asset Management, Restructuring, Banking, Financial Structuring
Education
Columbia University - School of International and Public Affairs 1980 — 1982
M.I.A., International Political Economy
Brown University 1975 — 1979
B.A., International Relations
The Roxbury Latin School 1971 — 1975
HS
International Finance Corporation March 1999 - Present
InfrastructureWorld 2001 - 2002
InfrastructureWorld 2001 - 2002
Credit Suisse/Credit Suisse First Boston April 1987 - July 1998
Credit Suisse 1987 - 1998
Irving Trust Company 1982 - 1987
Skills
Financial Institutions, Credit, Loans, Project Finance, Emerging Markets, International Finance, Debt, Structuring, Latin America, Corporate Finance, Portfolio Management, Asset Management, Restructuring, Banking, Financial Structuring
Education
Columbia University - School of International and Public Affairs 1980 — 1982
M.I.A., International Political Economy
Brown University 1975 — 1979
B.A., International Relations
The Roxbury Latin School 1971 — 1975
HS
Rachel Lubin's Credit Suisse Experience May 2010 - Present
Job Private Banking AVP Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2010 - Present
Credit Suisse August 2007 - May 2010
Skills
Equities, Capital Markets, Investment Banking, Derivatives
Education
Brown University
Public and Private Sector Organizations
Watchung Hills
Credit Suisse May 2010 - Present
Credit Suisse August 2007 - May 2010
Skills
Equities, Capital Markets, Investment Banking, Derivatives
Education
Brown University
Public and Private Sector Organizations
Watchung Hills
Binayak Mishra's Credit Suisse Experience September 2010 - August 2011
Job Vice President at GoldPoint Partners LLC
Industry Venture Capital & Private Equity
Experience
GoldPoint Partners LLC July 2015 - Present
GoldPoint Partners LLC September 2013 - July 2015
GoldPoint Partners LLC August 2011 - August 2013
Credit Suisse September 2010 - August 2011
Credit Suisse July 2008 - August 2010
Skills
Investment Banking, Alternative Investments, Leveraged Finance, Restructuring, Private Equity, Valuation, Financial Modeling, Capital Markets, LBO, Due Diligence, Corporate Finance, Mutual Funds
Education
Brown University 2005 — 2008
BA, Economics, Latin American Studies
Potomac School 2000 — 2004
GoldPoint Partners LLC July 2015 - Present
GoldPoint Partners LLC September 2013 - July 2015
GoldPoint Partners LLC August 2011 - August 2013
Credit Suisse September 2010 - August 2011
Credit Suisse July 2008 - August 2010
Skills
Investment Banking, Alternative Investments, Leveraged Finance, Restructuring, Private Equity, Valuation, Financial Modeling, Capital Markets, LBO, Due Diligence, Corporate Finance, Mutual Funds
Education
Brown University 2005 — 2008
BA, Economics, Latin American Studies
Potomac School 2000 — 2004
Patrick Taffe's Credit Suisse Experience 1999 - 2003
Job Director, Equity Division at Mizuho Securities
Industry Investment Banking
Experience
Mizuho Securities USA Inc. September 2015 - Present
Summit Research Partners LLC June 2015 - September 2015
Family Office 2014 - 2015
RBC Capital Markets 2005 - 2013
Bear Stearns June 2004 - December 2004
Credit Suisse 1999 - 2003
Skills
Equities, Alternative Investments, Capital Markets, Investment Banking, Equity Research, Hedge Funds, Business Development, Relationship Management, Series 7, Series 63, Mutual Funds, Investments, Bloomberg, New Business Development, Client Services, Asset Management, Asset Allocation
Education
Bucknell University 1995 — 1999
Bachelor of Arts (B.A.), Economics
The Taft School 1992 — 1995
Mizuho Securities USA Inc. September 2015 - Present
Summit Research Partners LLC June 2015 - September 2015
Family Office 2014 - 2015
RBC Capital Markets 2005 - 2013
Bear Stearns June 2004 - December 2004
Credit Suisse 1999 - 2003
Skills
Equities, Alternative Investments, Capital Markets, Investment Banking, Equity Research, Hedge Funds, Business Development, Relationship Management, Series 7, Series 63, Mutual Funds, Investments, Bloomberg, New Business Development, Client Services, Asset Management, Asset Allocation
Education
Bucknell University 1995 — 1999
Bachelor of Arts (B.A.), Economics
The Taft School 1992 — 1995
Natalie Cummins's Credit Suisse Experience June 2011 - August 2011
Job Senior Analyst at Kelton
Industry Market Research
Experience
Kelton January 2015 - Present
Lieberman Research Worldwide October 2012 - December 2014
Credit Suisse June 2011 - August 2011
GoLocalProv September 2010 - May 2011
Skills
Web Analytics, Social Media, Research, PowerPoint, Business Intelligence, Market Research, Branding & Identity, Brand Equity, Marketing Strategy, Analytics, Marketing Research, Analysis, Public Speaking, Microsoft Excel, Segmentation, Microsoft Word
Education
Brown University 2008 — 2012
Bachelor of Arts (BA), Commerce, Organizations & Entrepreneurship: Business Economics
Foothill High School 2004 — 2008
Kelton January 2015 - Present
Lieberman Research Worldwide October 2012 - December 2014
Credit Suisse June 2011 - August 2011
GoLocalProv September 2010 - May 2011
Skills
Web Analytics, Social Media, Research, PowerPoint, Business Intelligence, Market Research, Branding & Identity, Brand Equity, Marketing Strategy, Analytics, Marketing Research, Analysis, Public Speaking, Microsoft Excel, Segmentation, Microsoft Word
Education
Brown University 2008 — 2012
Bachelor of Arts (BA), Commerce, Organizations & Entrepreneurship: Business Economics
Foothill High School 2004 — 2008
Daniel Zelano, CAIA's Credit Suisse Experience September 2004 - December 2010
Job Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman May 2011 - Present
Credit Suisse September 2004 - December 2010
State Street November 2000 - August 2004
State Street March 1999 - October 2000
State Street July 1996 - March 1999
Skills
Investments, Banking, Fixed Income, Equities, Portfolio Management
Education
Bryant University 1992 — 1996
Brown Brothers Harriman May 2011 - Present
Credit Suisse September 2004 - December 2010
State Street November 2000 - August 2004
State Street March 1999 - October 2000
State Street July 1996 - March 1999
Skills
Investments, Banking, Fixed Income, Equities, Portfolio Management
Education
Bryant University 1992 — 1996
Marc Firestein's Credit Suisse Experience June 2010 - August 2010
Job NonAgency RMBS/ABS Research at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse, Non-Agency RMBS/ABS Research July 2011 - Present
Brown University September 2008 - June 2011
Brown University September 2010 - December 2010
95.5 WBRU September 2008 - September 2010
Credit Suisse June 2010 - August 2010
Canyon Capital Advisors June 2009 - August 2009
UCLA Anderson School of Management June 2008 - January 2009
Cedars-Sinai Medical Center 2005 - 2007
Education
Brown University 2007 — 2011
A.B., Economics
Credit Suisse, Non-Agency RMBS/ABS Research July 2011 - Present
Brown University September 2008 - June 2011
Brown University September 2010 - December 2010
95.5 WBRU September 2008 - September 2010
Credit Suisse June 2010 - August 2010
Canyon Capital Advisors June 2009 - August 2009
UCLA Anderson School of Management June 2008 - January 2009
Cedars-Sinai Medical Center 2005 - 2007
Education
Brown University 2007 — 2011
A.B., Economics
Sabah Kilfedder's Credit Suisse Experience 2005 - 2013
Job Designer/Project Manager
Industry Higher Education
Experience
Sabah Kilfedder Design July 2013 - Present
Graydon Design November 2013 - July 2014
Credit Suisse 2005 - 2013
JP Morgan Chase 2000 - 2005
Skills
Equity Derivatives, Project Management, Management, Risk Management, Business Analysis, Trading Systems, Investment Banking, Project Delivery, Program Management, AutoCAD, SketchUp, InDesign, Photoshop, Space planning, Client Delivery, Client-focused, Financial Services, Color Theory, Vendor Management, Process Improvement, Financial Analysis, Change Management, Microsoft Excel, Strategic Planning, Middle Office, Analytics, Software Design, Strategy
Education
Parsons School of Design 2013 — 2014
Certificate, Interior Design & Architecture
Brunel University London 1996 — 1999
BSc (Hons), Business & Accounting
Sabah Kilfedder Design July 2013 - Present
Graydon Design November 2013 - July 2014
Credit Suisse 2005 - 2013
JP Morgan Chase 2000 - 2005
Skills
Equity Derivatives, Project Management, Management, Risk Management, Business Analysis, Trading Systems, Investment Banking, Project Delivery, Program Management, AutoCAD, SketchUp, InDesign, Photoshop, Space planning, Client Delivery, Client-focused, Financial Services, Color Theory, Vendor Management, Process Improvement, Financial Analysis, Change Management, Microsoft Excel, Strategic Planning, Middle Office, Analytics, Software Design, Strategy
Education
Parsons School of Design 2013 — 2014
Certificate, Interior Design & Architecture
Brunel University London 1996 — 1999
BSc (Hons), Business & Accounting
John Schrader's Credit Suisse Experience 1993 - 1997
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps Managing DirectorMorgan StanleySeptember 2007 - March 2008
Bear Stearns April 1997 - July 2007
Credit Suisse 1993 - 1997
Skills
Investment Banking, Fixed Income, Trading, Structured Products
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Bryant University 1985 — 1989
BS, Finance
Duff & Phelps Managing DirectorMorgan StanleySeptember 2007 - March 2008
Bear Stearns April 1997 - July 2007
Credit Suisse 1993 - 1997
Skills
Investment Banking, Fixed Income, Trading, Structured Products
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Bryant University 1985 — 1989
BS, Finance
Andrew Sloane's Credit Suisse Experience September 2005 - September 2006
Job
Industry Financial Services
Experience
Bankers Life May 2015 - Present
Bankers Life February 2014 - April 2015
Morgan Stanley Smith Barney June 2011 - December 2013
Morgan Stanley Smith Barney January 2006 - June 2011
Credit Suisse September 2005 - September 2006
Credit Suisse September 2005 - September 2006
Morgan Stanley September 2003 - September 2005
Skills
Fixed Income, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Asset Management, Mutual Funds, Securities, Entrepreneurship, Investments, Alternative Investments, Risk Management, Hedge Funds, Financial Services
Education
Bryant University 1999 — 2003
Bachelor of Business Administration (BBA)
Bryant University 1999 — 2003
B.S
Bankers Life May 2015 - Present
Bankers Life February 2014 - April 2015
Morgan Stanley Smith Barney June 2011 - December 2013
Morgan Stanley Smith Barney January 2006 - June 2011
Credit Suisse September 2005 - September 2006
Credit Suisse September 2005 - September 2006
Morgan Stanley September 2003 - September 2005
Skills
Fixed Income, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Asset Management, Mutual Funds, Securities, Entrepreneurship, Investments, Alternative Investments, Risk Management, Hedge Funds, Financial Services
Education
Bryant University 1999 — 2003
Bachelor of Business Administration (BBA)
Bryant University 1999 — 2003
B.S
David Togut's Credit Suisse Experience June 1991 - April 1996
Job Equity Research Analyst at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI July 2010 - Present
First Manhattan Company February 2007 - July 2010
Morgan Stanley 1996 - 2006
Credit Suisse June 1991 - April 1996
Fred Alger Management June 1987 - July 1989
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Capital Markets
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Brown University 1982 — 1986
AB, HIstory
Evercore ISI July 2010 - Present
First Manhattan Company February 2007 - July 2010
Morgan Stanley 1996 - 2006
Credit Suisse June 1991 - April 1996
Fred Alger Management June 1987 - July 1989
Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Capital Markets
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
Brown University 1982 — 1986
AB, HIstory
Yannis Sarantis's Credit Suisse Experience June 2008 - July 2008
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Harvard business school August 2014 - Present
Cambridge Associates July 2009 - June 2013
Credit Suisse June 2008 - July 2008
Greek Technical (Engineering) Studies Co. Ltd. June 2006 - July 2006
Skills
Alternative Investments, Private Equity, Portfolio Management, Analysis, Project Management, Business Strategy, Strategy, Due Diligence, Investments, Investment Management
Education
Harvard Business School 2014 — 2016
Candidate for Masters in Business Administration
Brown University 2005 — 2009
BSc, Mechanical Engineering
Harvard business school August 2014 - Present
Cambridge Associates July 2009 - June 2013
Credit Suisse June 2008 - July 2008
Greek Technical (Engineering) Studies Co. Ltd. June 2006 - July 2006
Skills
Alternative Investments, Private Equity, Portfolio Management, Analysis, Project Management, Business Strategy, Strategy, Due Diligence, Investments, Investment Management
Education
Harvard Business School 2014 — 2016
Candidate for Masters in Business Administration
Brown University 2005 — 2009
BSc, Mechanical Engineering
Drew Shoemaker's Credit Suisse Experience June 2013 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2013 - Present
Credit Suisse June 2011 - June 2013
Credit Suisse January 2008 - June 2011
Credit Suisse October 2004 - December 2007
Accenture July 1998 - September 2004
Education
Bucknell University 1994 — 1998
BSBA, Business Management - Finance
Credit Suisse June 2013 - Present
Credit Suisse June 2011 - June 2013
Credit Suisse January 2008 - June 2011
Credit Suisse October 2004 - December 2007
Accenture July 1998 - September 2004
Education
Bucknell University 1994 — 1998
BSBA, Business Management - Finance
Patty Ehinger's Credit Suisse Experience May 2011 - August 2011
Job Account Coordinator at Wieden + Kennedy
Industry Marketing and Advertising
Experience
Wieden + Kennedy April 2014 - Present
Wieden + Kennedy March 2013 - April 2014
Memorial Sloan-Kettering Cancer Center September 2012 - March 2013
Credit Suisse May 2011 - August 2011
Sydney Theatre Company March 2011 - May 2011
Polo Ralph Lauren May 2010 - August 2010
Education
Bucknell University 2008 — 2012
BA
Oak Knoll School 2002 — 2008
Wieden + Kennedy April 2014 - Present
Wieden + Kennedy March 2013 - April 2014
Memorial Sloan-Kettering Cancer Center September 2012 - March 2013
Credit Suisse May 2011 - August 2011
Sydney Theatre Company March 2011 - May 2011
Polo Ralph Lauren May 2010 - August 2010
Education
Bucknell University 2008 — 2012
BA
Oak Knoll School 2002 — 2008
Christopher Tackney, CFA's Credit Suisse Experience February 2010 - June 2012
Job Managing Director at Greylock Capital Management, LLC
Industry Banking
Experience
Greylock Capital Management, LLC May 2014 - Present
Schroders June 2012 - February 2014
Credit Suisse February 2010 - June 2012
Black River Asset Management December 2005 - June 2009
BlackRock May 2005 - December 2005
TIAA-CREF August 1993 - May 2005
Skills
Portfolio Management, Fixed Income, Trading, Bonds, Credit Derivatives, Financial Analysis, Macroeconomics, Asset Management, Credit, Hedge Funds, Emerging Markets, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance and Economics
Bucknell University 1989 — 1993
BA, economics
Greylock Capital Management, LLC May 2014 - Present
Schroders June 2012 - February 2014
Credit Suisse February 2010 - June 2012
Black River Asset Management December 2005 - June 2009
BlackRock May 2005 - December 2005
TIAA-CREF August 1993 - May 2005
Skills
Portfolio Management, Fixed Income, Trading, Bonds, Credit Derivatives, Financial Analysis, Macroeconomics, Asset Management, Credit, Hedge Funds, Emerging Markets, Bloomberg, Capital Markets, Derivatives, Alternative Investments
Education
New York University, Stern School of Business 1995 — 1998
MBA, Finance and Economics
Bucknell University 1989 — 1993
BA, economics
John Munley Jr's Credit Suisse Experience April 2010 - April 2011
Job Director at BNP Paribas
Industry Banking
Experience
BNP Paribas April 2011 - Present
Credit Suisse April 2010 - April 2011
Standard Chartered Bank February 2009 - March 2010
Royal Bank of Scotland March 2002 - February 2009
Skills
FX Options, Fixed Income, Trading, FX trading, Derivatives, Foreign Exchange, Financial Markets, Risk Management, Banking, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Equities, Currency, FX Trading
Education
Bucknell University 1985 — 1989
BA, Economics
Watchung Hills Regional High School 1985 — 1989
BNP Paribas April 2011 - Present
Credit Suisse April 2010 - April 2011
Standard Chartered Bank February 2009 - March 2010
Royal Bank of Scotland March 2002 - February 2009
Skills
FX Options, Fixed Income, Trading, FX trading, Derivatives, Foreign Exchange, Financial Markets, Risk Management, Banking, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Equities, Currency, FX Trading
Education
Bucknell University 1985 — 1989
BA, Economics
Watchung Hills Regional High School 1985 — 1989
Jamie Lillis's Credit Suisse Experience 1997 - 2006
Job Managing Director at Solebury Communications
Industry Capital Markets
Experience
Solebury Communications 2011 - Present
Bank of America Merrill Lynch 2006 - 2011
Credit Suisse 1997 - 2006
Xerox Corporation 1991 - 1995
Skills
Capital Markets, Equities, Valuation, Equity Research, Hedge Funds, Alternative Investments, Investment Banking, Fixed Income, Private Equity, Securities, Bloomberg, Asset Management, Equity Valuation, Financial Modeling, Portfolio Management, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA, Finance
Bucknell University 1985 — 1989
BA, History
Greens Farms Academy
Solebury Communications 2011 - Present
Bank of America Merrill Lynch 2006 - 2011
Credit Suisse 1997 - 2006
Xerox Corporation 1991 - 1995
Skills
Capital Markets, Equities, Valuation, Equity Research, Hedge Funds, Alternative Investments, Investment Banking, Fixed Income, Private Equity, Securities, Bloomberg, Asset Management, Equity Valuation, Financial Modeling, Portfolio Management, Investments
Education
Cornell University - S.C. Johnson Graduate School of Management 1995 — 1997
MBA, Finance
Bucknell University 1985 — 1989
BA, History
Greens Farms Academy
Ryan Potocki's Credit Suisse Experience June 2011 - August 2011
Job Student at Brown University
Industry Financial Services
Experience
Credit Suisse June 2011 - August 2011
Brown University January 2011 - May 2011
MET School September 2010 - May 2011
Brown University September 2010 - December 2010
Arnell June 2010 - August 2010
Vestar Capital Partners July 2009 - July 2009
Skills
Foreign Languages, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Bloomberg Terminal
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Brunswick School 2004 — 2008
High School Diploma, General Education
Credit Suisse June 2011 - August 2011
Brown University January 2011 - May 2011
MET School September 2010 - May 2011
Brown University September 2010 - December 2010
Arnell June 2010 - August 2010
Vestar Capital Partners July 2009 - July 2009
Skills
Foreign Languages, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Bloomberg Terminal
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Brunswick School 2004 — 2008
High School Diploma, General Education
Morgan Kane's Credit Suisse Experience December 2011 - January 2012
Job
Industry Financial Services
Experience
Credit Suisse December 2011 - January 2012
Burrill & Company May 2011 - August 2011
Education
Bucknell University 2008 — 2012
Bachelor of Science in Business Administration, Management
Conestoga High School 2004 — 2008
Credit Suisse December 2011 - January 2012
Burrill & Company May 2011 - August 2011
Education
Bucknell University 2008 — 2012
Bachelor of Science in Business Administration, Management
Conestoga High School 2004 — 2008
Douglas Squires's Credit Suisse Experience January 2011 - June 2012
Job Managing Director at UBS
Industry Financial Services
Experience
UBS Investment Bank September 2013 - Present
Self-employed July 2012 - September 2012
Credit Suisse January 2011 - June 2012
Credit Suisse September 2004 - December 2010
Skills
Business Analysis, Financial Analysis, Business Strategy, Project Management, Banking, Investments, Valuation, Corporate Finance, Mergers & Acquisitions
Education
Brown University 1969 — 1973
Bachelor of Arts (B.A.), American Civilization
Harvard Business School
Master of Business Administration (MBA), Finance, General
UBS Investment Bank September 2013 - Present
Self-employed July 2012 - September 2012
Credit Suisse January 2011 - June 2012
Credit Suisse September 2004 - December 2010
Skills
Business Analysis, Financial Analysis, Business Strategy, Project Management, Banking, Investments, Valuation, Corporate Finance, Mergers & Acquisitions
Education
Brown University 1969 — 1973
Bachelor of Arts (B.A.), American Civilization
Harvard Business School
Master of Business Administration (MBA), Finance, General
Jonathan Aronson's Credit Suisse Experience June 2015 - Present
Job Equities Assoicate Energy Research at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
NERA Economic Consulting July 2013 - June 2015
Brown University November 2011 - May 2013
Brown University June 2012 - August 2012
UC Davis June 2011 - August 2011
Education
Brown University 2009 — 2013
Bachelor of Science (B.Sc.), Mathematics
Credit Suisse June 2015 - Present
NERA Economic Consulting July 2013 - June 2015
Brown University November 2011 - May 2013
Brown University June 2012 - August 2012
UC Davis June 2011 - August 2011
Education
Brown University 2009 — 2013
Bachelor of Science (B.Sc.), Mathematics
William Woo's Credit Suisse Experience June 2007 - January 2009
Job Vice President at Kam Man Food
Industry Food & Beverages
Experience
Kam Man Food May 2009 - Present
Credit Suisse June 2007 - January 2009
Supply Technologies September 2003 - May 2007
TVG Capital P January 2002 - August 2003
Citigroup July 2001 - December 2001
Salomon Smith Barney August 1999 - June 2001
Skills
Retail, Management, Sales Management, New Business Development, Team Building, Strategic Planning, Product Development, Marketing Strategy, Budgets, Customer Service, Negotiation, Business Strategy, Forecasting, Financial Modeling, Financial Analysis, Private Equity, Venture Capital, Business Valuation, Early-stage Startups, Mergers & Acquisitions, Franchising, Mandarin
Education
Brown University 1995 — 1999
Economics
Horace Mann School 1989 — 1995
Kam Man Food May 2009 - Present
Credit Suisse June 2007 - January 2009
Supply Technologies September 2003 - May 2007
TVG Capital P January 2002 - August 2003
Citigroup July 2001 - December 2001
Salomon Smith Barney August 1999 - June 2001
Skills
Retail, Management, Sales Management, New Business Development, Team Building, Strategic Planning, Product Development, Marketing Strategy, Budgets, Customer Service, Negotiation, Business Strategy, Forecasting, Financial Modeling, Financial Analysis, Private Equity, Venture Capital, Business Valuation, Early-stage Startups, Mergers & Acquisitions, Franchising, Mandarin
Education
Brown University 1995 — 1999
Economics
Horace Mann School 1989 — 1995
Adam Kurzer's Credit Suisse Experience February 1987 - January 2008
Job Senior Vice President, Capital Markets & Trading at Shenkman Capital Management
Industry Investment Management
Experience
Shenkman Capital Management April 2009 - Present
Credit Suisse February 1987 - January 2008
BRAE Transportation February 1986 - January 1987
Data General August 1984 - January 1986
Wang Laboratories June 1983 - July 1984
IBM September 1980 - May 1983
Skills
Alternative Investments, Asset Management, Capital Markets, Fixed Income, Private Equity, Asset Allocation, Investment Strategies
Education
Brown University 1976 — 1980
Bachelor of Arts (BA), English and American Literature (major); Economics (minor)
Shenkman Capital Management April 2009 - Present
Credit Suisse February 1987 - January 2008
BRAE Transportation February 1986 - January 1987
Data General August 1984 - January 1986
Wang Laboratories June 1983 - July 1984
IBM September 1980 - May 1983
Skills
Alternative Investments, Asset Management, Capital Markets, Fixed Income, Private Equity, Asset Allocation, Investment Strategies
Education
Brown University 1976 — 1980
Bachelor of Arts (BA), English and American Literature (major); Economics (minor)
Carey Timbrell's Credit Suisse Experience 1997 - December 2012
Job Managing Director & Head Western Region at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC Managing Director & Head Western RegionJefferies LLCJanuary 2013 - Present
Credit Suisse 1997 - December 2012
Donaldson, Lufkin & Jenrette 1997 - November 2000
Goldman Sachs 1981 - December 1996
Skills
Management, Valuation, Investment Banking, Sales, Fixed Income, Hedge Funds, Portfolio Management, Equities, Capital Markets
Education
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Brown University
AB, European History
Stanford University Graduate School of Business
Master of Business Administration (MBA), Finance, General
Jefferies LLC Managing Director & Head Western RegionJefferies LLCJanuary 2013 - Present
Credit Suisse 1997 - December 2012
Donaldson, Lufkin & Jenrette 1997 - November 2000
Goldman Sachs 1981 - December 1996
Skills
Management, Valuation, Investment Banking, Sales, Fixed Income, Hedge Funds, Portfolio Management, Equities, Capital Markets
Education
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Brown University
AB, European History
Stanford University Graduate School of Business
Master of Business Administration (MBA), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.