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
Merrimac Corp November 2014 - Present
HSBC March 2005 - November 2014
Guggenheim Partners March 2004 - March 2005
Morgan Stanley July 2002 - March 2004
Credit Suisse June 2001 - September 2001
Brinton Economics/West Coast Economics 1994 - 1999
Skills
Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Valuation, Private Equity, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Equities, Fixed Income, Due Diligence
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1990 — 1994
Business Economics Psychology
California State University-Los Angeles
Master's degree (comps pending), Psychology
SciQuest March 2014 - Present
Flywheel Sports October 2014 - Present
Credit Suisse July 2010 - March 2014
Sotheby's June 2009 - August 2009
Skills
Business Analysis, Mandarin, Management, Requirements Gathering, Data Analysis, Visio, Strategy, Microsoft Office, SDLC, Project Management, Microsoft Excel, Software Project..., PowerPoint, Photoshop, Requirements Analysis, CA Clarity PPM, Microsoft Project, Process Modeling, Wireframing, Test Management, Solution Consulting, Software Configuration..., Software as a Service..., SaaS, Business Requirements, SharePoint, Social Media, Consulting
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor's Degree, Asian Studies and International Studies focusing in Economics, Minor in Mandarin Chinese
Capital Normal University 2010 — 2010
Xiamen University 2008 — 2008
East China Normal University 2008 — 2008
Harvard University 2004 — 2004
Kent School 2002 — 2006
Credit Suisse August 2009 - Present
Credit Suisse August 2009 - August 2012
Merrill Lynch January 2008 - September 2009
Credit Suisse February 2003 - January 2008
JPMorgan Chase / H&Q February 1996 - May 2002
Skills
Securities, Series 7, Bloomberg, Mutual Funds, Trading, Equities, Financial Services, Retail Banking, Due Diligence, Series 63, Risk Management, Management, Options, Microsoft Office, Microsoft Word, Microsoft Excel, Asset Allocation
Education
California State University-Sacramento
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Brinker Capital June 2011 - August 2011
Brinker Capital May 2010 - August 2010
Rhoads Industries June 2009 - August 2009
Education
Bucknell University 2009 — 2013
Economics and Political Science
The Haverford School 2005 — 2009
Credit Suisse August 2015 - Present
LOYAL3 November 2014 - August 2015
LOYAL3 October 2013 - November 2014
BillFloat July 2013 - October 2013
Skills
Leadership, Sales, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Social Networking, Microsoft Word, Outlook, Event Planning, Public Speaking, Time Management, Social Media Marketing, Social Media, Research, Marketing Strategy, Sales Management, Event Management, Series 7, Finance
Education
Menlo College 2011 — 2013
Bachelor of Science (B.S.), Marketing
Cal State Fullerton 2002 — 2005
La Salle High School
Tyco International September 2014 - September 2015
JPMorgan Chase August 2013 - July 2014
AIG April 2013 - May 2013
Deutsche Bank May 2012 - August 2012
The Dow Jones Corporation February 2011 - July 2011
Credit Suisse October 2010 - February 2011
Netcom Information Technology – MSDN certification program August 2009 - September 2010
Citigroup April 2008 - June 2009
Citibank May 2006 - April 2008
Citibank - CBNA February 2001 - May 2006
Skills
MS Access VBA, Report Development, Report Design, MS Excel VBA, MS Access Query Design, MS Project, MS Access Front End..., MS Excel Pivot Tables, Microsoft Office, Macro, Array Processing, MS Access / Excel..., Chart, Microsoft Excel, Microsoft Word, Databases, Data Analysis, Arrays, Access DAO, Microsoft SQL Server, Database Design, Data Mining, Business Intelligence, Business Continuity..., Information Management, Information Technology, HTML, Risk Management, Credit Risk, Asset Managment, Asset Allocation, Consumer Banking, Private Banking, Compliance, Project Planning, Project Delivery, Visual Studio, Project Portfolio..., Project Coordination, SharePoint, PowerPoint, Formulas, Database Triggers, CSS, Stored Procedures, ODBC, Visio, Structured Analysis, Structured Lending..., .NET Compact Framework
Education
Stevens Institute of Technology 2002 — 2005
Master of Science (M.S.), Management Information Systems, 3.6
Cal Poly Pomona 1991 — 1996
Bachelor of Science (B.S.), Computer Information Systems, B Average
LinkedIn April 2014 - Present
LinkedIn January 2014 - April 2014
Credit Suisse August 2011 - December 2013
E-Base Technologies, Inc December 2009 - October 2010
Software Professional Group Inc. July 2009 - September 2009
Software Professional Group Inc. July 2008 - September 2008
Skills
OBIEE, ETL, Data Warehousing, Red Hat Linux, SQL, Solaris, Unix Operating Systems, Business Analysis, Data Migration, Oracle, DAC, Informatica, Toad, Oracle SQL Developer, Unix
Education
California State University-East Bay 2009 — 2011
Master's Degree, Computer Networks
Tennessee State University 2007 — 2008
Master's Degree, Computer Science & Information Technology
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's Degree, Instrumentation & Control Engineering
Barclays Investment Bank December 2014 - Present
Credit Suisse June 2011 - August 2014
Credit Suisse April 2007 - June 2011
Skills
Fixed Income, Options, Management, Derivatives, Financial Markets, Operations Management, Emerging Markets, Latin American markets, Interest Rate..., Middle Office, Trading Operations, Investment Banking, Portfolio Management, Valuation
Education
Swiss Management Center University 2010 — 2013
Master of Business Administration (MBA), Management & Leadership
Caldwell University
Bachelor's degree, Social Sciences
Credit Suisse August 2014 - June 2015
Credit Suisse April 2013 - August 2014
Credit Suisse February 2011 - April 2013
Global Strategy Group June 2010 - December 2010
Ziff Brothers Investments June 2006 - January 2010
Morgan Stanley June 2006 - May 2007
Rabin Rodgers, Inc October 2004 - October 2005
King Productions, Inc January 1997 - June 2004
Skills
Event Planning, Microsoft Word, Outlook, Event Management, Microsoft Excel, Administrative..., Microsoft Office, Leadership
Education
California Institute of the Arts 1988 — 1992
Bachelor of Fine Arts
Wells Fargo Home Mortgage 2013 - Present
Credit Suisse 2009 - 2010
Bank of America 2004 - 2009
Skills
Mortgage Lending, Real Estate, Real Estate Transactions, Residential Mortgages, Mortgage Banking, FHA
Education
California State University-Hayward 2000 — 2003
James Logan High School
Credit Suisse August 2015 - Present
University of Richmond May 2012 - April 2014
World Pediatric Project 2012 - 2012
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Public Speaking, Strategic Planning, Customer Service, Event Planning, Microsoft Word, Leadership, Teaching, Data Analysis, Management
Education
Cardiff University / Prifysgol Caerdydd 2014 — 2015
Master's Degree, MBA, Expected: Merit
University of Richmond 2010 — 2014
Bachelor's Degree, Biochemistry and Molecular Biology
University of Richmond - Robins School of Business 2010 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.41
Copenhagen Business School 2012 — 2012
Semester study abroad
Haddington Ventures August 2013 - Present
BENTEK Energy May 2010 - June 2013
SMB Capital August 2009 - May 2010
Credit Suisse June 2008 - August 2008
SAC Capital June 2007 - August 2007
Alleghany Corporation June 2006 - August 2006
Manor House Restaurant 2003 - 2005
Skills
LNG, Natural Gas, European Natural Gas, European Power, Coal, Oil, Natural Gas Liquids, Financial Markets, SQL, Data Analysis, Data Mining, Energy, Energy Trading, Power Distribution, Database Management, Database Development, Petroleum, Hedging, Commodity Markets, Analysis, Gas, Energy Industry, Trading, Energy Markets, Databases, Upstream, Equities, Downstream Oil & Gas, Quantitative Analytics, Derivatives
Education
Colgate University 2005 — 2009
B.S., Economics and Asian Studies
Capital University of Economics and Business 2009 — 2009
Mandarin Chinese
Beijing Institute of Education (北京教育学院) 2008 — 2008
Mandarin Chinese
Kent Denver School 1997 — 2005
Miven Family Office August 2013 - August 2014
Sprott Global Resource Investments Ltd. September 2012 - April 2013
SVB Financial Group September 2008 - March 2010
Sand Hill Advisors October 2007 - October 2008
Credit Suisse June 2006 - October 2007
Skills
Financial Analysis, Investment Management, Financial Services, Relationship Management, Portfolio Management, Trade Operations, Investment Compliance, Operational Due..., Portfolio Performance..., Investment Advisor..., Asset Managment, Fixed Income, Equities, Mutual Funds, Restricted Stock, Asset Allocation, Equity Trading, Business Analysis, Business Process..., Strategic Planning, Internal Controls, Business Continuity..., SOX Compliancy, Advent, APX, Axys, Charles River IMS, Bloomberg, Microsoft Word, Microsoft Excel, Revenue Recognition, Revenue Analysis, Client Education, Client Relations Skills, Client Liaison, Manage Client..., Business Relationship..., Vendor Relationships, Vendor Management Skills, Investments, Accounting, Corporate Finance, Risk Analytics, Hedge Funds, Analytics, Account Reconciliation, Securities, Trading
Education
St. Mary's College of California 2006 — 2008
Master's Degree, Financial Analysis and Investment Management
California State University-Fullerton - College of Business and Economics 1997 — 2002
Bachelors of Arts, Business Administration Finance
ARDIAN October 2013 - Present
Credit Suisse July 2012 - October 2013
Credit Suisse June 2011 - August 2011
Towers Watson May 2009 - August 2009
Quick's Hole June 2008 - August 2008
Skills
Valuation, Financial Modeling, Data Analysis, Economics, Corporate Finance, Research, Financial Analysis, Investment Banking, Investments, Microsoft Office
Education
Princeton University 2008 — 2012
Bachelor of Arts (BA), History, Finance
Ca' Foscari University of Venice 2010 — 2010
RBC Capital Markets April 2007 - 2015
Credit Suisse July 2000 - March 2007
BNP Paribas June 1994 - July 2000
Skills
Capital Markets, Fixed Income, Financial Markets, Interest Rate..., Rates, New Client Generation, New Business Development, Relationship Management, Client Development, Derivatives, Sales, Bonds, Structured Products, Trading, Equities, Investment Banking, Client Relations, Relationship Building, Bloomberg, Options, Investments, Interest Rates
Education
Bucknell University
BA, English
New York University
MA, International Politics
University of Michigan - Stephen M. Ross School of Business
MBA, Business
Cisco Systems November 2012 - Present
Cisco Systems July 2012 - November 2012
Credit Suisse March 2012 - July 2012
STS International Inc August 2007 - March 2012
Time Warner Cable 2002 - 2007
Skills
Cisco Technologies, OSPF, BGP, Routing, Cisco IOS, QoS, Routing Protocols, Multicast, EIGRP, IPv6, CCNA, CCNA Security, Flexpod, Cisco Nexus, Cisco ASA Firewall, Cisco Configuration..., ASDM, IDS, IPS, CompTIA Network+..., Cisco Flexpod, Cisco ISE, Disaster Recovery, Incident Response, Business Continuity, Business Continuity..., Cisco UCS, Cyber Warfare, Criminal Justice, Windows 7, Windows XP Pro, C++, VB.NET, Cisco VoIP, Cisco Call Manager, Wireless Site Surveys, Security, Active Directory, Troubleshooting, Microsoft Exchange, Networking, Computer Security, ASA, Network Security, Routers, WAN
Education
Campbell University
Bachelor of Science (BSc), Information Security, 4.0
Cisco Meraki July 2014 - Present
Cisco Meraki July 2013 - July 2014
SmartZip June 2012 - June 2013
Credit Suisse September 2009 - June 2012
Credit Suisse August 2005 - September 2009
Skills
Financial Analysis, Financial Services, Salesforce.com, Financial Modeling, Relationship Management, Sales, SaaS, Management, Sales Operations, Competitive Analysis, Analytics, Microsoft Word, Project Management, Business Development, Leadership, Strategic Partnerships, Account Management
Education
UC Davis Graduate School of Management 2008 — 2011
Master of Business Administration (MBA), Finance
CSU Chico 1999 — 2002
Bachelor of Arts (B.A.), Legal Studies
Circle K March 2015 - Present
Kangaroo Express, an operating trade name of The Pantry, Inc. December 2013 - March 2015
Kangaroo Express, an operating trade name of The Pantry, Inc. September 2012 - December 2013
Credit Suisse September 2010 - September 2012
Todd Rivenbark & Puryear, PLLC July 2008 - September 2010
Skills
Investment Banking, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Credit Risk, Accounting, Financial Accounting, Auditing, General Ledger, Account Reconciliation, US GAAP, Variance Analysis, Hyperion Enterprise, Essbase, Financial Statements, PeopleSoft, Financial Audits, Tax, SEC filings, Consolidation, External Audit, Journal Entries, Cash Flow, Income Tax, Tax Preparation, CPA, GAAP, Sarbanes-Oxley, Forecasting, Risk Management, Corporate Finance, QuickBooks, IFRS, Cash Management
Education
Campbell University 2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Campbell University 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Englewood Cliffs Public Scools July 2009 - Present
Lillian M. Steen School September 2002 - June 2008
Credit Suisse October 1989 - December 2002
Skills
Psychotherapy, Mental Health, Crisis Intervention, Adults, Psychology, Life Transitions, Self-esteem, Mental Health Counseling, Grief Counseling, Adolescents, Program Development, Career Counseling, Play Therapy, Interventions, Anger Management
Education
Caldwell College
Master of Arts in Counseling Psychology & Licensed Professional Counselor, Mental Health Counseling/, School Counselor & Supervisor of Guidance -Administrator Certification
William Paterson University of New Jersey
Psychology & Education
SS&C Technologies 2013 - Present
Credit Suisse 2012 - 2013
Boston Golf Club May 2012 - November 2012
Country Club of North Carolina October 2011 - May 2012
Rich Harvest Farms May 2011 - October 2011
Dick's Sporting Goods September 2010 - May 2011
Essex County Club January 2010 - January 2011
Medinah Country Club May 2009 - September 2009
BMW of Peabody January 2007 - March 2008
Skills
PGA, Outstanding people..., Time Management, Dedication to..., Golf, Corporate Finance, Collateral Management, Prime Brokerage, Client Service Oriented, Microsoft SQL Server, Microsoft Visual Studio..., Visual Studio Team..., Microsoft Office..., Data Transformation, Databases, Margin Financing, Connectivity Solutions, FTP, Secure FTP, SWIFT messaging, Management, Sales
Education
Campbell University 2008 — 2012
Business Administration
KnowRe March 2012 - Present
Nomura February 2011 - March 2012
Goldman Sachs March 2009 - December 2011
Credit Suisse June 2007 - December 2009
ABN AMRO Bank N.V. March 2003 - June 2007
Skills
Credit Investing, Fundamental Research, Leveraged Finance, Capital Markets, Credit Analysis, Entrepreneurship, Business Strategy, Corporate Development, Financial Modeling, Corporate Finance, Strategic Planning, Valuation, Research, Due Diligence, Investments, Mergers & Acquisitions, Portfolio Management, Hedge Funds, Fixed Income
Education
Carleton College 1996 — 2000
Bachelor's degree, Biology, General
First Citizens Bank January 2014 - Present
First Citizens Bank December 2012 - January 2014
Contractor August 2012 - December 2012
North Carolina State University May 2011 - February 2012
Credit Suisse January 2007 - May 2011
Skills
Microsoft Office, Financial Analysis, Research, Microsoft Excel, Financial Modeling, Finance, Derivatives, Treasury Management, Collateral Management, Investment Banking, Accounting, Financial Reporting, Regulatory Documentation, General Ledger, Journal Entries, Account Reconciliation, GAAP, Equity Derivatives, Portfolio Management, Month End Close, Project Management
Education
Campbell University 2005 — 2006
Master of Business Administration (MBA)
North Carolina State University 2001 — 2004
Business Management
Protective Life March 2009 - Present
Credit Suisse January 2008 - December 2008
American General Life Companies January 2005 - January 2008
BISYS March 2004 - November 2004
Pro Marketing Insurance Services April 2003 - March 2004
Pacific Life February 2000 - April 2003
Education
California State University-Long Beach 1999 — 2001
Bachelor's degree, Economics
Credit Suisse January 2015 - Present
Carrabba's Italian Grill March 2009 - December 2014
Turfscapes January 2008 - March 2009
YMCA July 2007 - January 2008
Skills
Research, Microsoft Office, Public Speaking, Higher Education, Microsoft Word, Microsoft Excel, Social Media, Teaching, Teamwork, Time Management, Facebook, Data Entry
Education
Cameron School of Business at UNC Wilmington 2013 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.06
University of North Carolina at Wilmington 2012 — 2014
Bachelor of Science (BS), Business Administration
Hochschule Bremen 2013 — 2013
German Language
Cape Fear Community College 2009 — 2012
Associate's degree, Business
Credit Suisse December 2014 - Present
Falls of Neuse Management LLC October 2014 - November 2014
Ply Gem May 2014 - September 2014
Safari CPA September 2013 - March 2014
Hye Tech Electric Co February 2012 - August 2013
Skills
Budgets, Payroll Taxes, Financial Accounting, English, Journal Entries, Mas 90, Time Management, Tax Preparation, GAAP, Internal Controls, Microsoft Word, General Ledger, QuickBooks, Financial Reporting, Financial Statements, Teamwork, Photoshop, Customer Service, Microsoft Excel, Peachtree, Team Leadership, Management, Outlook, Internal Audit, Financial Analysis, Project Management, Bank Reconciliation, Balance, Microsoft Office, Accounting, Analysis, Public Speaking, Auditing, Fixed Assets, External Audit, Banking, Great Plains Software, Finance, Bookkeeping, Accounts Payable, Account Reconciliation, Tax, Accounts Receivable, Cash Flow, Forecasting, PowerPoint, Leadership, Financial Modeling
Education
North Carolina State University 2014 — 2017
Master's degree, Financial Mathematics
Wake Technical Community College 2014 — 2014
California State University-Fullerton 2008 — 2011
Bachelor's degree, Business Administration
Credit Suisse July 2015 - Present
Education
University of South Florida 2008 — 2014
Doctor of Philosophy (PhD), Industrial and Organizational Psychology
Indiana University-Purdue University at Indianapolis 2006 — 2008
Master of Science (M.S.), Industrial and Organizational Psychology
Butler University 2002 — 2006
Bachelor of Arts (B.A.), Psychology (Minor in Business Administration)
MHS
Townsquared May 2014 - Present
Free Range Studios May 2013 - May 2014
Freelance 2006 - 2014
Free Range Studios November 2012 - May 2013
California College of the Arts July 2010 - May 2012
Beyond September 2011 - February 2012
Beyond July 2011 - September 2011
SugarHill Works 2006 - 2010
Freelance January 2005 - June 2006
Credit Suisse June 2000 - December 2004
Skills
Interaction Design, Adobe Creative Suite, User Experience, Design Strategy, Illustrator, User Experience Design, Graphic Design, User-centered Design, Experience Design, User Interface Design, Design Thinking, InDesign, Information Architecture, Typography, Photoshop, Concept Development, Human Computer..., Product Design, Concept Design, Visual Communication, Animation, Art Direction, Branding & Identity, Visual Design, Information Design, Creative Direction, Storyboarding, Logo Design, Corporate Identity, Layout, User Interface, Illustration
Education
California College of the Arts 2010 — 2012
MFA, Design
The Evergreen State College 1997 — 2000
Bachelor of Arts (BA), Photography and New Media Arts
Silicon Valley Bank May 2015 - Present
Square 1 Bank March 2015 - May 2015
Square 1 Bank April 2008 - March 2015
Credit Suisse September 2006 - April 2008
Skills
Venture Capital, Financial Modeling, Portfolio Management, Private Equity, Finance, Financial Analysis, Banking, Corporate Finance, Entrepreneurship, Equities, Valuation, Due Diligence, Commercial Banking
Education
Campbell University 2002 — 2006
BBA, Trust and Investment Management
Mitsubishi UFJ Securities International October 2012 - October 2013
Credit Suisse June 2012 - September 2012
Royal Bank of Scotland November 2010 - December 2011
Cardiff University October 2007 - October 2010
University of Udine February 2005 - September 2006
University of Udine February 2006 - June 2006
University of Udine February 2004 - June 2004
Skills
Financial Markets, Interest Rate..., ALM, Structuring, Excel, R, VBA, Mathematica, Programming, Simulation, Italian, Slovenian, Croatian, Sports Nutrition, Ultimate Frisbee, LaTeX, Mathematical Physics, Mathematics, Physics, C++, Stochastic Calculus, Microsoft Excel, Hedging, Financial Structuring, Market Risk, Quantitative Research
Education
Cardiff University / Prifysgol Caerdydd 2007 — 2010
PhD, Mathematics
The University of Göttingen 2006 — 2007
PhD, Quantum Field Theory on Curved Spaces
Università degli Studi di Udine 2003 — 2005
MSc, Computational Physics
Università degli Studi di Udine 1996 — 2003
BSc, Engineering
Pacific Edison January 2008 - December 2012
Credit Suisse 2004 - 2006
Associated Securities Corp. 1996 - 2004
T. Rowe Price 1992 - 1996
T Rowe Price Associates 1992 - 1996
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Finance, Real Estate and Law
Credit Suisse June 2012 - Present
United Capital Financial Advisers June 2008 - May 2012
Oppenheimer & Co. May 2008 - September 2008
Skills
Series 7, Investments, Wealth Management, Securities, Salesforce.com, Asset Allocation, Series 63, Equities, Mutual Funds, Fixed Income, Microsoft Excel
Education
California State University-Chico 2003 — 2008
Business Administration, Finance: Financial Management
Campolindo High School 1999 — 2003
Credit Suisse May 2015 - Present
Workshop in Business Opportunities 2013 - Present
Credit Suisse June 2009 - Present
Credit Suisse June 2011 - May 2012
Credit Suisse June 2009 - February 2012
Atos Consulting September 2005 - November 2008
Accenture 2002 - 2004
Skills
Business Analysis, Business Process..., Business Transformation, Change Management, Management Consulting, Program Management, Project Portfolio..., Stakeholder Management, Project Delivery
Education
Cardiff University / Prifysgol Caerdydd 1998 — 2001
Bsc, Economics
Credit Suisse February 2015 - Present
Siemens July 2011 - January 2015
Schilling Robotics August 2010 - July 2011
MTD Products AG September 2007 - December 2009
Global Sourcing Group, Inc. March 2006 - September 2007
US-China Economic and Security Review Commission July 2004 - May 2005
Sacramento Regional Research Institute June 2001 - July 2003
Math Masters Learning Centers July 1998 - May 2001
Skills
Leadership, Strategic Sourcing, Procurement, Contract Negotiation, Product Development, Data Analysis, Negotiation, Manufacturing, Supply Chain Management, Process Improvement, Sourcing, Logistics, Purchasing, Management, Global Sourcing, Cross-functional Team...
Education
UC San Diego School of Global Policy and Strategy (GPS) 2003 — 2005
M.P.I.A.
California State University-Sacramento 1997 — 2001
B.S.
Credit Suisse January 2014 - May 2014
Walmart May 2012 - August 2012
US Small Business Administration May 2011 - August 2011
Goldman Sachs July 2008 - August 2010
UPS January 2008 - May 2008
Education
Georgetown University Law Center 2010 — 2013
Juris Doctor (J.D.)
Caldwell College 2004 — 2008
Bachelor's Degree, Financial Economics
University of Wisconsin-Madison August 2012 - Present
AdTotum August 2011 - December 2011
Credit Suisse June 2011 - August 2011
Centrica January 2011 - June 2011
Carleton College September 2009 - June 2010
Carleton College October 2009 - December 2009
Skills
Translation, Spanish, French, Research, Economics, Russian, Policy Analysis, Statistics
Education
University of Wisconsin-Madison 2012 — 2017
Doctor of Philosophy (PhD), Economics
University of Oxford 2010 — 2012
BA, Economics and Management
Carleton College 2006 — 2010
BA, French
Middlebury College Language Schools 2008 — 2009
Russian
Merrill Lynch Bank of America June 2013 - Present
Alper Services August 2009 - January 2014
Credit Suisse 2006 - 2008
National Football League 1988 - 1996
Chicago Bears 1988 - 1996
NFL Retired Players 1988 - 1996
Skills
Underwriting, Insurance, Risk Management, Workers Compensation, Health Insurance, Strategic Planning, Analysis, Negotiation, Customer Service, Investments, PowerPoint, Wealth Management, Disability Insurance, Team Building, Term Life Insurance, Mergers & Acquisitions, Business Planning, Brokers, Management, Casualty, Finance, Process Improvement, Sales, Leadership, Employee Benefits, Commercial Insurance, Claims Management, New Business Development, Liability, Property & Casualty..., Sales Management, Small Business, Fixed Annuities, General Insurance, Strategic Financial..., Marketing
Education
California State University-Fullerton 1984 — 1988
Criminal Justice
Hill Rom January 2007 - Present
Credit Suisse January 2006 - December 2006
Compuware February 2004 - February 2006
Glaxo SmithKline August 1998 - February 2004
a4 Health Systems July 1991 - August 1998
Skills
C#, Microsoft SQL Server, SDLC, XML, WCF, Web Services, HL7, Databases, Integration, .NET, ASP.NET, Agile Methodologies, PL/SQL, SOA, Oracle, Scuba Diving, VB.NET, MVC Architecture
Education
Campbell University
BBA, Data Processing
Credit Suisse November 2014 - Present
BayCreative, Inc. August 2012 - Present
The Art Institute of California—Sacramento May 2013 - June 2014
Belding Associates, LLC October 2011 - December 2012
IncrediBull 2011 - 2012
JustAnswer 2011 - 2012
Freelance July 2010 - October 2011
ROCKET LAWYER INC. November 2006 - July 2010
Learn iT! January 2005 - November 2006
St. Catherine of Siena Parochial School January 2003 - January 2005
Skills
Dreamweaver, Graphic Design, SEO, Banners, PowerPoint, Web Design, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Adobe Fireworks, QuarkXPress, Instructional Technology, JavaScript, Creative Direction, CSS, Web Applications
Education
San Francisco State University 2001 — 2004
MA, Instructional Technology, Education
California College of the Arts 1988 — 1992
BFA, Graphic Design and Illustration
Credit Suisse May 2011 - Present
CIB Bank April 2007 - April 2011
CIB Bank 1999 - 2009
CIB Bank 1997 - 1999
Skills
Banking, Retail Banking, Private Banking, Mergers, Asset Management, Capital Markets, Commercial Banking, Corporate Finance, Credit, Credit Risk, Derivatives, Emerging Markets, Financial Analysis, Financial Markets, Financial Risk, Investment Banking, Investments, Loans, Management, Mergers, Portfolio Management, Risk Management
Education
Corvinus University of Budapest 1999 — 2002
Post-grad
Eötvös Loránd University 1991 — 1993
Post-grad
Budapest University of Technology and Economics 1981 — 1986
MA
PwC August 2015 - Present
Carnegie Mellon University, Division of Student Affairs August 2014 - May 2015
Credit Suisse May 2014 - August 2014
Carnegie Mellon University, Division of Student Affairs August 2013 - May 2014
Caterpillar Inc. May 2013 - August 2013
Skills
Public Speaking, HTML, PHP, Microsoft Office, PowerPoint, English, Microsoft Word, Research, Photoshop, Social Media, Event Planning, Microsoft Excel, C, Windows, Requirements Gathering, Web Development, Project Management, Software Development
Education
Carnegie Mellon University 2011 — 2015
Bachelor's Degree, Information Systems
Adrian C. Wilcox High School 2007 — 2011
High School
Tustin Unified School District August 2002 - Present
Electrician 1993 - 2005
United Airlines April 1995 - 2001
Credit Suisse 1993 - 1993
Education
California State University-Dominguez Hills 2006 — 2007
M.A., Education: Curriculum and Instruction
Cal State Fullerton 1993 — 1994
M.A. Program, German Literature and Linguistics
Cal State Long Beach 1993 — 1994
M.A. Program, German Literature and Linguistics
Cal State Fullerton 1990 — 1993
B.A., International Business/Finance & B.A. German
Goldenwest College 1986 — 1989
Gen Ed.
Gymnasium Woerth (Europa Gymnasium), Woerth, Germany 1985 — 1986
Gen. Ed.
Credit Suisse November 2013 - Present
HCL America August 2011 - November 2013
KemperSports Management October 2010 - August 2011
Liberty Tax Service January 2011 - April 2011
Brunswick County Finance Department December 2009 - December 2009
Skills
Management, Time Management, Accounting, Payroll, Accounts Payable, Invoicing, Process Improvement, Analysis, Microsoft Excel, Financial Analysis
Education
Campbell University 2005 — 2010
BBA, Accounting
Credit Suisse March 2010 - February 2011
Credit Suisse June 2008 - March 2010
Summit Pest Control April 2005 - September 2007
Skills
Portfolio Management, Risk Management, Financial Analysis, Risk, Dispute Resolution, Financial Markets, Accounting, Customer Relations, Research, Cash Flow, Securities, Equities, Change Management, Series 7, Banking, Trading, Financial Risk, Analysis, Customer Service
Education
Campbell University 2006 — 2008
Bachelor of Science Degree, Economics
Wake Technical Community College 2003 — 2006
Associate in Arts Degree
Better Homes Construction and Renovation January 2007 - June 2015
Residential Real Estate, U.S January 1988 - 2015
Gilman Hill Asset Management, LLC January 2010 - January 2013
The Presidio Trust January 2005 - January 2006
Maurer Wealth Management January 2003 - January 2005
Credit Suisse January 1999 - January 2001
Credit Suisse January 1999 - January 2001
Robertson Stephens January 1998 - January 1999
Robertson Stephens January 1998 - January 1999
Rodman and Renshaw, Inc January 1994 - January 1997
Education
California State University-Fullerton 1985 — 1990
Bachelor’s Degree, Business Administration and International Marketing
University of Colorado Boulder 1984 — 1985
Business Administration and Management, General
HSBC 2007 - September 2015
Credit Suisse 2004 - 2007
Bank of America 1995 - 2004
Skills
Interest Rate..., Derivatives, Swaps, Rates, Interest Rate Swaps, Bonds, Financial Markets, Bloomberg, Investment Banking, Fixed Income, Capital Markets, Equities, Equity Derivatives, Hedge Funds, Hedging, Interest Rates, Options, Trading, Risk Management, Financial Risk..., Dodd-Frank, Portfolio Management
Education
Carleton University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Credit Suisse July 2015 - Present
RQG-LLC June 2015 - Present
INC Research November 2013 - June 2015
Theorem Clinical Research June 2013 - November 2013
ICON plc February 2012 - June 2013
Novella Clinical, Inc. June 2009 - October 2011
PPD October 2005 - June 2010
Skills
Clinical Trials, Forecasting, Pharmaceutical Industry, FDA, Financial Reporting, Six Sigma, Finance, CRO, Cross-functional Team..., Biotechnology, Clinical Research, Process Improvement, Lifesciences, Microsoft Excel, Microsoft Office, Clinical Development, Leadership, CTMS, Oncology, SOP, Data Analysis, Budgets, Team Building, Customer Service, PowerPoint, Management
Education
North Carolina State University 2014 — 2014
Lean Six Sigma Black Belt
Campbell University 2008 — 2009
MBA
North Carolina State University 2001 — 2003
Bachelor, Science Agricultural Business Management
TPG Capital August 2015 - Present
Summit Partners July 2013 - July 2015
Harris Williams & Co. June 2012 - July 2013
Industry Ventures January 2012 - April 2012
Credit Suisse June 2011 - August 2011
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
B.S., Business Finance, Art History - Dean's List, President's List
Universidade Nova de Lisboa 2009 — 2009
General Education, Portuguese Language
Snapchat 2015 - Present
Credit Suisse 2006 - 2015
Warburg Pincus 2013 - 2013
Blue Label Labs 2012 - 2013
Bomoda 2012 - 2013
Skills
Strategy, Strategic Consulting, Early-stage Startups, Internet, Venture Capital, Corporate Development, Investments, Emerging Markets, Industry Research, Mergers & Acquisitions, Due Diligence, Valuation, Mobile Payments, Capital Markets..., Data Analytics, Business Strategy, Investment Banking, Financial Modeling, Private Equity, Capital Markets, Financial Analysis, Corporate Finance, Leveraged Finance, Cross-border..., Financial Institutions, Business Development, Big Data, Bloomberg, Equities, Finance, M&A experience
Education
Carleton College
Bachelor's Degree, Economics and International Relations
Columbia University - Columbia Business School
MBA
Middlebury College
Language Certificate, Chinese
Carnegie Mellon University August 2015 - Present
Yahoo May 2015 - August 2015
Carnegie Mellon University December 2014 - February 2015
Credit Suisse June 2013 - August 2013
Four Directions June 2012 - August 2012
Skills
C++, Java, Statistics, Objective-C, JavaScript, Python, Haskell, Hadoop, Apache Storm, SQL
Education
Carnegie Mellon University 2014 — 2015
Masters of Computer Science
The University of Hong Kong 2011 — 2014
Bachelors of Engineering (B.Eng.), Computer Science
University of California, San Diego 2013 — 2013
Exchange Study, Computer Science
Palisades Capital Realty Advisors February 2014 - Present
Citi January 2014 - March 2014
PDC - A Brady Business March 2012 - December 2013
Credit Suisse July 2006 - August 2011
Korn/Ferry International August 2004 - July 2006
Camden Asset Management, L.P. March 2002 - July 2004
Credit Suisse June 1999 - April 2001
Skills
Project Management, WordPress, Microsoft CRM, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Social Media, Editing, Typing, SAP CRM, MS Project, PowerPoint, Mac OS, Windows, SEO, Internet Explorer, Google Search, CRM, Social Media Marketing, Budgets, Marketing, Sales, Strategic Planning, Management, Customer Service
Education
California State University-Northridge
Bachelor of Arts (BA), English Language and Literature/Letters
Santa Monica College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Penguin Marketing September 2015 - Present
www.bobbywwilson.com February 2015 - September 2015
OneAmerica Financial Partners Inc. November 2013 - February 2015
Kaplan Higher Education November 2012 - November 2013
Charles Schwab March 2007 - January 2012
Credit Suisse June 2002 - August 2002
Skills
HTML5, CSS, JavaScript, SQL, PHP, MySQL, Web Development, Equity Trading, Stocks, Bonds, Mutual Funds, Stock Market Analysis, Technical Analysis, Stock Option, ETFs, Financial Modeling, jQuery, AJAX, Risk Management, Economic Research, PhpMyAdmin, Regression Models, Github, Bootstrap, Mobile Web Design, jQuery Mobile, Object Oriented Design, Databases
Education
Purdue University, School of Engineering & Technology 2014 — 2016
Certificate in Information Technology, Web Development
Butler University 1999 — 2003
Bachelor of Science (B.S.), Finance
BB&T April 2014 - Present
Everest University Online December 2012 - December 2014
ADP May 2013 - April 2014
Georgia Regents University May 2012 - May 2013
Augusta Richmond County May 2010 - May 2012
BB&T May 2008 - May 2010
BCBSNC September 2007 - April 2008
Credit Suisse January 2007 - September 2007
BCBSNC September 2005 - December 2006
Skills
Databases, Business Process, Technical Support, Information Technology, Visio, Microsoft Office, HTML, Change Management, Business Analysis, Strategic Planning, Microsoft SQL Server, Data Analysis, Java, Analytical Skills, Technical Documentation, Web Applications, Mobile Applications, Ad Hoc Reporting, Technical Analysis, Software Implementation, Oracle Enterprise..., Projects, Data Recovery, Application Support, ERP Implementations, ERP Software, Technical Requirements, Technology Solutions, Oracle SQL, Communication Skills, New Software, new technology, Talent Management
Education
Capella University 2010 — 2015
Doctor of Philosophy (Ph.D.), Information Technology, 3.9
North Carolina Central University 2005 — 2007
Master of Science (M.S.), Information Science/Studies, 3.9
North Carolina Central University 2001 — 2005
Bachelor of Science (B.S.), Computer Information Systems, 3.6
Rocky Mount High 1998 — 2001
Quid March 2015 - September 2015
Bloomberg LP January 2014 - March 2015
Bloomberg LP April 2012 - January 2014
Lazard 2011 - February 2012
Credit Suisse February 2011 - August 2011
Wedbush Morgan Securities June 2009 - March 2011
Skills
Valuation, Due Diligence, Derivatives, Investments, Capital Markets, Corporate Finance, Equity Research, Bloomberg, Investor Relations, Equities, Fixed Income, Hedge Funds, Risk Management, Investment Banking, Mutual Funds
Education
California State University-Chico 2002 — 2006
Finance, Finance
San Ramon Valley High 1998 — 2002
High School Diploma
Bushwick Food Coop September 2009 - December 2014
CH Mosaic July 2011 - September 2014
Band of Bicycles April 2009 - June 2011
The Honey Stand May 2010 - November 2010
Credit Suisse October 2007 - June 2010
VBN Architects June 2005 - September 2005
Skills
Sustainability, Collaborative Problem..., Leadership, Community Organizing, Team Facilitation, Project Management, Quality Control, Project Planning, Product Development, Event Planning, Entrepreneurship, Marketing, Editing, AutoCAD, Microsoft Office, Microsoft Excel, Photoshop, Microsoft Word, PowerPoint, Organizational..., Spanish, Management, Sustainable Architecture, Sustainable Development, Art, Integrated Marketing, Program Facilitation, Operations Management
Education
California Polytechnic State University-San Luis Obispo 1999 — 2006
B.Arch., Architecture, Spanish, Sustainable Environments
Tecnológico de Monterrey 2003 — 2004
Spanish, Architecture
Mapei February 2012 - Present
Seccion Amarilla USA February 2009 - February 2012
Mapei 2005 - 2009
Credit Suisse 1996 - 2005
US Army 1989 - 1992
Skills
Management, Strategy, IT Strategy, Telecommunications, Networking, Infrastructure, Information Technology, IT Management, Vendor Management, Process Improvement, Disaster Recovery, Project Management, System Administration, Team Leadership, Technical Support, Virtualization, Business Analysis, Data Center, Troubleshooting, Active Directory, Visio, IT Operations, System Deployment, IT Service Management
Education
Capella University
BS
Dover Business College 1992 — 1994
Technician
Credit Suisse June 2007 - May 2015
ACE Group; Assured Guaranty April 2000 - December 2004
Moody's Corporation December 1994 - April 2000
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates August 1989 - December 1994
First Bank Minneapolis August 1982 - July 1986
Skills
Securitization, Corporate Finance, Structured Finance, Capital Markets, ABS, Structured Products, Credit Derivatives, Investment Banking, Financial Structuring, Credit Risk, Fixed Income, Derivatives, Hedge Funds, Securities
Education
Northwestern University School of Law 1986 — 1989
J.D., Law
Carleton College 1978 — 1982
B.A., Economics
Credit Suisse May 2013 - Present
KPMG LLP July 1998 - March 2013
Skills
IFRS, Auditing, Financial Reporting, SEC filings, Management Consulting, Accounting, Risk Management, External Audit, Internal Controls, US GAAP, Sarbanes-Oxley Act, Big 4, SEC Filings
Education
California State University-San Bernardino
Bachelor of Science (B.S.), Business Administration/Accounting
Credit Suisse 2007 - Present
Accenture September 1993 - June 2007
Skills
Business Analysis, Management Consulting, IT Strategy, Business Process..., PMO, Project Management, Change Management, Project Planning, Leadership, Strategy, Strategic Planning, Analysis, Banking, Management, Risk Management, Business Strategy
Education
Concordia University 1999 — 2001
MBA, Finance
California State University-Fullerton 1989 — 1993
Bachelor of Science, Electrical Engineering
Credit Suisse March 2013 - Present
SECU June 2012 - March 2013
Healthcare Leadership Council June 2011 - August 2011
Skills
Banking, Loan Documents, Communicaitons, Governmental Affairs, Public Policy
Education
Campbell University 2008 — 2012
Bachelor's degree, Political Science and Government
Georgetown University 2011 — 2011
Institute on Business and Government Affairs
MESA Global October 2014 - Present
Covert & Co. September 2009 - October 2014
Montgomery & Co. November 1999 - August 2009
Credit Suisse March 1997 - November 1998
Salomon Brothers, Inc. (now Citigroup) July 1994 - March 1997
Skills
Venture Capital, Corporate Development, IPO, Mergers, Mergers & Acquisitions, Corporate Finance, Investment Banking, Start-ups, Finance, Buyouts, Equities
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
California State Polytechnic University-Pomona 1982 — 1985
Bachelors Degree, Engineering
University of California, Irvine 1980 — 1982
Engineering
Vanguard November 2014 - Present
Charles Schwab August 2000 - August 2001
Credit Suisse August 1999 - August 2000
Paine Webber January 1997 - August 1999
Waterhouse Securities June 1995 - October 1996
Smith Barney January 1992 - January 1995
Skills
Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Financial Planning, Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Trading, FINRA, Management, Investments, Financial Modeling, Asset Management
Education
California State University-Long Beach
Journalism
University of Southern California
Journalism
Carleton College December 2013 - Present
Carleton College September 2013 - Present
J Street U Carleton September 2013 - Present
Credit Suisse June 2015 - August 2015
University of Illinois at Urbana-Champaign June 2014 - August 2014
Carleton College September 2013 - December 2013
Target June 2013 - September 2013
Carleton College September 2012 - June 2013
Skills
Theatre, Sound Board Operation, Grading, Computer Science, Sound Editing, Educational Program..., Technical Leadership, Educational Leadership, Java, C, Racket, Student Engagement, Educational Outreach
Education
Carleton College 2012 — 2016
Bachelor of Arts (B.A.), Computer Science and International Relations, 3.5
Skycision May 2015 - Present
Carnegie Mellon University August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Ernst & Young June 2013 - May 2014
National Life Group November 2011 - June 2013
Norwich University August 2009 - May 2013
WiValley, Inc. January 2012 - May 2012
Skills
Computer Security, Databases, Project Management, Business Analysis, Information Assurance, Change Management, Team Leadership, Financial Analysis, C++, SQL, Risk Management, Java, Statistics, Microsoft Excel, Data Mining, Risk Assessment, MySQL, Strategic Forecasting, Organizational..., R, Data Modeling, Mentoring, Applied Statistics, Data Analytics, IT Audit, Strategic Cost..., Activity Based Costing, Linear Programming, Hadoop, Operations Research, Big Data, HBase, Hive, SharePoint, Network Security, Active Directory, Microsoft Office, JavaScript, HTML, Leadership, Business Strategy
Education
Carnegie Mellon University 2013 — 2015
Masters of Information Systems Management
Norwich University 2009 — 2013
Computer Security and Information Assurance:, Digital Forensics and Advanced Information Security, 3.5
Sixpoint Partners July 2013 - Present
Credit Suisse July 2011 - July 2013
Credit Suisse 2010 - 2010
United States Navy 2004 - 2009
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Bucknell University 2000 — 2004
BS, Civil Engineering
Blue Cross and Blue Shield of North Carolina July 2015 - Present
IBM April 2013 - Present
IBM October 2011 - Present
Credit Suisse November 2005 - December 2008
JP Morgan Chase January 2005 - October 2005
JP Morgan Chase December 2003 - January 2005
M&T Bank April 2002 - October 2003
Bank of America Investments February 2000 - July 2001
Vanguard Group September 1997 - February 2000
Skills
Visio, Vendor Management, SDLC, Integration, Security, Project Management, Disaster Recovery, User Acceptance Testing
Education
Capella University 2009 — 2011
Masters, Information Assurance and Security
Delaware State University
Bachelor of Science, Marketing
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wilmington University
Masters, Information Systems Technologies
Bank of America Merrill Lynch August 2014 - Present
National Stock Exchange September 2012 - August 2014
Credit Suisse August 2010 - September 2012
Schulte Roth & Zabel LLP September 2008 - January 2010
Schulte Roth & Zabel LLP May 2007 - August 2007
Equal Employment Opportunity Commission May 2006 - August 2006
Skills
Securities Regulation, Capital Markets, Financial Services, Licensing, Legal Advice, Legal Compliance, FINRA, Financial Regulation, SEC, SEC filings, Broker-Dealer, Mutual Funds
Education
Carleton College
B.A., Political Science
Columbia University School of Law
Juris Doctor, Law
UBS Financial Services April 2014 - Present
Credit Suisse November 2011 - April 2014
G.S. Wilcox & Co. May 2011 - November 2011
Skills
Excel, Real Estate Finance
Education
Bucknell University 2007 — 2011
B.S.B.A, Management
Marvell Semiconductor 2006 - 2009
Credit Suisse 2003 - 2006
Credit Suisse 2000 - 2003
Credit Suisse 1998 - 2000
Skills
Applicant Tracking..., College Recruiting, Interviews, Technical Recruiting, Talent Management, Recruiting, Screening, Training, Team Building, Internet Recruiting, Leadership, Talent Acquisition, Management, Strategy, Salesforce.com, Deferred Compensation, Sourcing, Marketing, Hiring, Sales
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
Monta Vista High School
Google August 2015 - Present
Google July 2011 - August 2015
Credit Suisse 2007 - 2011
California Institute of Technology 2001 - 2007
Georgia Institute of Technology 2000 - 2000
Skills
Machine Learning, Matlab
Education
Caltech
Ph.D., Aeronautics, Applied & Computational Mathematics and Computer Science
Georgia Institute of Technology
MS, Aerospace Engineering
Kyoto University
BE, Aeronautical Engineering
Bioventus May 2012 - Present
Credit Suisse July 2007 - May 2012
Vfinity Inc September 2005 - June 2007
Skills
Financial Control, Financial Accounting, Financial Reporting, Banking, Financial Analysis, Analysis, Investment Banking, Loans, Accounting, SOX, Reconciliation, Essbase, PeopleSoft, Loan IQ, Due Diligence, Excel, Internal Controls, General Ledger, US GAAP, Swiss GAAP, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Financial Statements, Microsoft Excel, Cash Management, Accounts Payable, Finance, Corporate Finance, Financial Audits, Accounts Receivable, Budgets, GAAP, Consolidation, Journal Entries, IFRS, SAP
Education
Capital Normal University
Bachelor, Philosophy
City University of New York-Brooklyn College
Master of Art, Accounting (C.P.A. qualifying)
Axiom September 2015 - Present
Colvard Consulting Group LLC 2011 - September 2015
Court of Appeals NC February 2015 - June 2015
10th Judicial District August 2014 - May 2015
Main Street Genome June 2014 - April 2015
28th Prosecutorial District of North Carolina May 2013 - May 2014
Credit Suisse July 2011 - August 2012
McGraw-Hill March 2011 - August 2011
Carolina Biological Supply Company April 2008 - September 2009
Skills
Education, Educational Publishing, Editing, Research, Legal Research, Policy, Curriculum Design, Negotiation, Accounting, Staff Development, Sales, Internal Controls, Trials, Proofreading, Publishing, Content Management, Books, Copy Editing, Time Management, Finance, Copywriting, Consulting, Stata, Academic Publishing, Public Speaking
Education
Campbell University, Norman Adrian Wiggins School of Law
Juris Doctor (J.D.)
Harvard University 2010 — 2012
ALM, Government
Elon University 2006 — 2010
BA, English, Philosophy, Business Administration
Georgetown University Law Center
Law
Nomura Securities April 2014 - Present
JPMorgan Chase July 2013 - March 2014
Algorithmics, an IBM Company October 2012 - July 2013
Nomura August 2011 - October 2012
Headstrong May 2003 - October 2012
Scotiabank February 2011 - July 2011
Credit Suisse July 2008 - December 2008
Goldman Sachs June 2007 - July 2008
Bank of America January 2004 - June 2006
IBM Rational September 2001 - May 2003
Skills
Market Risk, Credit Risk, Counterparty Risk, Capital Markets, Financial Risk, Trading, Financial Risk..., Financial Services, Risk Management, Credit Derivatives, Interest Rate..., Prime Brokerage, Basel II, Derivatives, Quantitative Finance, Swaps, Dodd-Frank, Investment Banking, Valuation, Portfolio Management, Fixed Income, Business Analysis, Financial Modeling, Management
Education
Carnegie Mellon University 1996 — 1998
M.S., Electrical & Computer Engineering
Global Association of Risk Professionals 2009 — 2009
Financial Risk Manager
Indian Institute of Management, Bangalore 2005 — 2006
Certficate, Advanced Financial Risk Management
CFA Level 1 2005 — 2005
CFA Institute, Chartered Financial Analyst
Indian Institute of Technology, Bombay 1992 — 1996
B.Tech, Metallurgy and Materials Science
NetSuite July 2015 - Present
Wells Fargo 2010 - June 2015
Credit Suisse 2005 - 2009
Merrill Lynch 2003 - 2005
Wells Fargo Securities (Wachovia Securities) 2000 - 2003
Verix Software 1997 - 1999
Skunk Technologies 1996 - 1997
Skills
SaaS, E-commerce, Salesforce.com, Financial Modeling, Mergers, Cloud Computing, Analytics, Business Intelligence, Business Analysis, Enterprise Software, Banking, Competitive Analysis, Start-ups, CRM, Big Data, Strategic Partnerships, Strategy, Equity Research, Mergers, Oracle, Business Strategy, Valuation, Management, Venture Capital, Mergers & Acquisitions, Basketball Coaching, Business Development, Corporate Development
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Business
California State University-Sacramento 1989 — 1992
BS, Business
Credit Suisse October 2014 - Present
AXA Advisors, LLC June 2009 - October 2014
Capital Advisors Group 2007 - 2007
Skills
Investment Strategies, FINRA Series 7, FINRA Series 66, Asset Allocation, Investments, Finance, Financial Analysis, Microsoft Excel, Mutual Funds, Series 7
Education
Campbell University 2004 — 2009
Bachelors of Business Administration, Finance
Salem High School 2000 — 2004
RBC Global Asset Management March 1998 - Present
Salomon Brothers August 1988 - November 1997
Credit Suisse 1992 - 1994
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bonds, Investments, Corporate Development, Mutual Funds, Venture Capital, Portfolio Management, Due Diligence
Education
Harvard University 1987 — 1988
MS, Applied Science
Caltech 1983 — 1987
BS, Engineering
IBM January 2012 - Present
IBM April 2008 - December 2011
Credit Suisse August 2007 - March 2008
IBM July 2002 - August 2007
Skills
SSD, Flash Memory, DRAM, Memory Controllers, SPSS, Hadoop, Data Analysis, Red Hat Linux, Perl, Shell Scripting
Education
Rensselaer Polytechnic Institute 2001 — 2004
Masters of Engineering
Calvin College 1995 — 1999
Bachelor of Science (B.S.)
Credit Suisse March 2013 - Present
Credit Suisse September 2004 - 2013
Skills
Succession Planning, Change Management, Strategic HR, Human Resource Planning, Human Resources, HR Project Management, HRIS, Strategic Human..., Management, Vendor Management, Financial Services, Performance Management, Leadership, Organizational...
Education
California State University-Sacramento 1998 — 2000
BA, Psychology
Accusource LLC March 2012 - Present
Credit Suisse March 2008 - March 2012
Advent Software 2000 - 2004
HJW Geospacial November 1997 - November 1999
Skills
SaaS, Financial Services, Asset Managment, Process Improvement, SQL, Integration, Data Management, Vendor Management, Equities, Quality Assurance, Fixed Income, Hedge Funds, Asset Management, SharePoint
Education
UCL 2004 — 2005
MSc
California Polytechnic State University-San Luis Obispo 1992 — 1997
BS
Credit Suisse April 2012 - Present
Credit Suisse September 2009 - April 2012
Ryan Associates November 2008 - February 2009
Societe Generale June 2006 - March 2008
Ivy Asset Management February 2004 - December 2006
Monster November 2002 - February 2004
HR One February 2000 - January 2002
Schonfeld Securities July 1999 - February 2000
Admaster Communications/Citigate Albert Frank July 1997 - July 1999
Electronic Payment Services June 1994 - July 1997
Skills
C# 4.0, WPF Development, LINQ, Java, Microsoft SQL Server, Sybase, Oracle SQL, ASP.NET, VB.NET, Silverlight, JavaScript, HTML, VBA, Microsoft Excel
Education
New York Institute of Technology 2006 — 2007
Certificate, Finance
Capella University 2005 — 2007
MS, Information Technology
Rowan University 1983 — 1986
BS, Computer Science
Citadel Investment Group August 2008 - Present
JPMorgan Chase September 2007 - August 2008
Credit Suisse June 2005 - August 2007
Education
Columbia University in the City of New York 2000 — 2005
PhD, Mathematics
Caltech 1995 — 1999
BS, Mathematics
Servite High School
Credit-Suisse Senior Vice PresidentCitigroupMarch 1989 - November 2006
Salomon Brothers 1989 - 2006
Education
Fairleigh Dickinson University 2006 — 2008
Masters, Administrative Science
Caldwell University 1998 — 2001
The Zar Group 2008 - Present
Credit Suisse 2006 - 2008
RVI Group 2001 - 2006
LISC 2000 - 2001
Gems Investment Research - Tel Aviv 1994 - 1999
DACCO 1991 - 1994
Skills
Investment Properties, Real Estate Transactions, Real Estate Financing, Business Development, Acquisitions, Entrepreneurship, Asset Managment, Business Strategy, Capital Markets, Leasing, Underwriting, Due Diligence, Real Estate, Investments, Real Estate Economics, Private Equity, Portfolio Management, Commercial Real Estate, Disposition, Brokerage, Investment Banking
Education
CFA Designation 2005 — 2005
CFA Charterholder
California State University-Northridge 1992 — 1994
MBA, Finance
University of California, Berkeley 1984 — 1990
BA, Economics
eHarmony October 2013 - March 2014
MySpace March 2013 - October 2013
Credit Suisse November 2009 - December 2012
NFL Network June 2008 - October 2009
National Football League 2008 - 2009
Skills
Software Development, C#, Java, Concurrent Programming, Threads, Scala, Groovy, Hadoop, NoSQL, MongoDB, Cassandra, HBase, HDFS, Apache Pig, Protocol Buffers, Thrift, Avro, JSON, JavaScript, Enterprise Architecture, Agile Methodologies, SQL, XML, CSS, SDLC, HTML, MySQL, Requirements Analysis, C++, OOP, Scrum, Eclipse, Oracle, WPF, Software Engineering, C, Tortoise SVN, Git, Linux, JUnit, Ant, Big Data, REST, Web Services, Architecture
Education
California State University-Long Beach 2005 — 2007
Bachelor of Computer Science, Bachelor of Computer Engineering
Oracle Corporation November 2006 - Present
Fair Isaac March 2003 - October 2006
Credit Suisse May 1999 - December 2002
Credit Suisse First Boston 1999 - 2002
SG Cowen January 1997 - May 1999
Skills
Corporate Development, Mergers & Acquisitions, Strategy, Enterprise Software, Acquisition Integration, SaaS, Strategic Partnerships, Business Alliances, Start-ups, Product Management, Venture Capital, Analytics, Professional Services, Executive Management, Business Development, Cloud Computing, Go-to-market Strategy
Education
Canisius College 1991 — 1996
BA, Mathematics and Economics
One River Asset Management 2014 - Present
Credit Suisse 2006 - 2014
Education
California Institute of Technology
PhD, Control and Dynamical Systems
Universiteit Twente
MS, Mathematical Sciences
Institut Teknologi Bandung (ITB)
BEng, Electrical Engineering
The Buzz Oates Group of Companies January 2013 - Present
Hillcrest Real Estate March 2011 - Present
Sacramento County June 2010 - January 2013
First Industrial Realty Trust December 2003 - February 2009
Credit Suisse June 2000 - December 2003
Colliers Tingey 1997 - 2000
Skills
Project Leadership, Acquisition &..., Asset Management, Asset Managment, Real Estate, Real Estate Economics, Due Diligence, Property Management, Mergers, Leadership, Underwriting, Financial Analysis, Real Estate Transactions, Disposition, Financial Modeling, Commercial Real Estate, Mergers & Acquisitions, Investments, Real Estate Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Real Estate
California State University-Fresno 1995 — 1999
BS, Urban Land Economics
hoover high school
Credit Suisse 1995 - Present
Education
CSUN
MUFG Americas July 2014 - Present
First Wilshire Securities Management June 2007 - February 2013
Intelligent Mobility International 2006 - 2008
Credit Suisse June 2006 - August 2006
Honeywell Aerospace May 2005 - September 2005
Skills
Chartered Financial..., Financial Modeling, Data Analysis, Market Research, Equities, Pricing, SEO, E-commerce SEO, Web Design, Financial Accounting
Education
California Institute of Technology 2004 — 2007
Bachelor's degree (with honors), Mechanical Engineering, GPA: 3.8
Whitman College 2001 — 2004
BA, Mathematics, Physics
Credit Suisse December 2008 - Present
Goldman Sachs March 2000 - December 2008
Education
Temple University - Fox School of Business and Management 1997 — 1999
Bachelor, Finance and Marketing
Bucks County Community College 1993 — 1997
JP Morgan June 2008 - Present
Bear Stearns February 2003 - June 2008
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette February 1994 - January 2000
Education
California State University-East Bay 1983 — 1986
Finance
Credit Suisse 2011 - Present
eSecLending February 2007 - April 2010
State Street Bank and Trust 2005 - 2007
Education
Dickinson College 2002 — 2005
Bunker Hill Community College
Golin September 2010 - Present
Credit Suisse June 2008 - October 2010
Cressey & Co January 2007 - May 2008
Bonness Enterprises, Inc. February 2006 - October 2006
Consumer Portfolio Services April 2005 - December 2005
Consumer Portfolio Services September 2003 - April 2005
Skills
Media Relations, Internal Communications, Public Relations, Integrated Marketing, Press Releases, Newsletters, Social Media, Event Planning, Social Networking, Strategic Communications, Corporate Communications, Crisis Communications, Event Management, Marketing Communications, Marketing, Social Media Marketing, Communications Planning
Education
California State University-Long Beach - College of Business Administration 2000 — 2003
Bachelor of Science (B.S.), Marketing
California State University-Long Beach - College of Business Administration 2000 — 2003
Bachelor of Science (B.S.), Management Information Systems, General
EINSURANCE E-Insure Services, Inc. October 2014 - Present
National Express May 2014 - October 2014
Dresner Partners November 2012 - March 2014
KPMG Advisory May 2011 - November 2011
Credit Suisse July 2009 - March 2011
The Hartford July 2004 - May 2007
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Private Equity, Business Strategy, Mergers & Acquisitions, Due Diligence, LBO
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
Carleton College 2000 — 2004
Bachelor of Arts (B.A.), Economics
TD December 2013 - Present
Credit Suisse January 2012 - December 2013
Dahlman Rose & Co. June 2010 - January 2012
BNY Mellon August 2006 - June 2010
Skills
Portfolio Management, Asset Allocation, Financial Modeling, Liquidation Analysis, Covenant Analysis, Equity Research Analysis, Analysis, Fixed Income
Education
Bucknell University 2002 — 2006
B.S. Business, Economics; history and business
City National Bank November 2008 - Present
Prudential January 2007 - May 2008
Credit Suisse 2005 - 2007
AIG SunAmerica January 2001 - September 2005
Churchill Mortgage Corporation January 1997 - January 2001
CRC and Associates April 1989 - June 1996
Skills
Mortgage Banking, Investors, Commercial Real Estate, Mortgage Lending, Commercial Lending
Education
California State University-Northridge 1983 — 1988
BS, Business Admin - Real Estate & Finance
Rockefeller & Co., Inc. June 2008 - Present
Black Mountain Group March 1995 - June 2008
Credit Suisse February 1993 - March 1995
California State University, Fullerton February 1990 - February 1993
Credit Suisse 1986 - 1990
Skills
Strategic Human..., Talent Management, Compensation & Benefits..., HRIS, Project Management, Organizational..., Manage Client..., Recruiting, Employee Relations, Benefits Administration, Deferred Compensation, Human Resources, Employee Benefits, Performance Management
Education
California State University-Los Angeles
Master of Business Administration (MBA)
Syracuse University
Rutgers University
Credit Suisse September 2014 - Present
Apptio May 2012 - September 2014
City of Raleigh June 2010 - June 2012
Byte Wyze Computer Services January 2009 - June 2010
Coca-Cola Bottling Company Consolidated August 2007 - August 2008
Coca Cola Bottling Company Consolidated November 2000 - August 2007
UPS 2005 - 2007
Coca Cola Bottling Company Consolidated September 1996 - November 2000
NCDOT April 1988 - September 1996
Skills
SharePoint, Windows 7, Windows Server, Access, Lotus Notes, SAP, Microsoft Excel, Outlook, Citrix, PowerPoint, Windows Vista, Microsoft Word, WAN, A+ Certified, CICS, Apptio, MS Project, Databases, Active Directory, Project Management, Visio, Troubleshooting, Business Analysis, SaaS, Analysis, Technical Support, Management, Security, Servers, Testing, Information Technology, Team Leadership
Education
Campbell University 2008 — 2010
MBA, Management
North Carolina Wesleyan College 2000 — 2004
Bachelors, Computer Information Systems
North Carolina Wesleyan College 1992 — 1996
Bachelors, Accounting
Credit Suisse March 2015 - Present
Capitec Bank November 2010 - December 2014
Hewlett-Packard August 2009 - November 2010
Hewlett-Packard October 2008 - August 2009
Hewlett-Packard October 2004 - August 2009
Hewlett-Packard July 2001 - September 2004
Hewlett-Packard March 1999 - June 2001
Skills
Active Directory, VMware, DHCP, VMware ESX, Windows Server, vSphere, Powershell, Group Policy, WINS, DNS, Backup Exec, Servers, TCP/IP, Cluster, Netbackup, vCenter, WMI, Virtualization, XP, System Administration, ITIL, VCP, Data Center, HP, Hyper-V, Microsoft Technologies, Windows 7, Operating Systems, IT Operations, Disaster Recovery, Python, Technical Support, VMware Infrastructure, SAN, VBScript, SCCM
Education
University of Cape Town 2012 — 2013
Bachelor of Commerce (BCom) Honours, Information Systems
Cape Peninsula University of Technology 1997 — 1997
Information Technology
TimeCast Designs May 2009 - Present
The Gifted Portfolio April 1999 - May 2009
Credit Suisse February 1998 - March 1999
Education
California Polytechnic State University-San Luis Obispo 1995 — 1997
BS, Business-Marketing
Barka Energy September 2013 - Present
Opportune LLP November 2012 - August 2013
BNP Paribas January 2012 - November 2012
J.P. Morgan 2011 - 2011
RBC Capital Markets 2010 - 2010
Credit Suisse 2006 - 2009
Bain Capital 2000 - 2006
JP Morgan 1996 - 2000
Skills
Commodity, Derivatives, Trading, Hedging, Commodity Markets, Investment Banking, Hedge Funds, Valuation, Bloomberg, Capital Markets, Options, Fixed Income, Financial Modeling, Swaps, Equities, Crude, Refined Products, RINs, Carbon, Biofuels, Natural Gas Trading, Power Trading, International Crude, Domestic Crude, Railway Systems, Waterborne, Logistic Pipelines, Energy
Education
California State University-San Bernardino
BSc., Finance
Credit Suisse 2010 - Present
Wachovia, A Wells Fargo Company 2007 - 2010
Independent Living Source 2007 - 2008
BLD Science, Inc. 2004 - 2007
Skills
Vendor Management, SDLC, Software Documentation, Process Improvement, ITIL, Business Analysis, Technical Support, SQL, XML, Troubleshooting, Testing, E-commerce, Oracle, Program Management, SharePoint, Visio, Service Improvement, ITIL v3 Foundations..., HTML, Problem Management, Incident Management, Change Management, Knowledge Management, ITIL Certified, Root Cause Analysis, User Interface Design, User Experience, User Acceptance Testing, End User Training, Continuous Improvement, jQuery, jQuery UI, CSS, Mobile Technology, Mobile Applications, Citrix, Agile Methodologies, Scrum
Education
Campbell University 1999 — 2004
BBA, Computer Information Systems, Business Administration
Citi April 2014 - Present
Barclays May 2012 - April 2014
Credit Suisse December 2009 - May 2012
Natixis North America October 1993 - February 2009
Skills
Financial Risk, Valuation, Capital Markets, Fixed Income, Structured Products, Structured Finance, Credit, Management, Credit Derivatives, Financial Analysis, Derivatives, Mutual Funds, Risk Management
Education
California Institute of Technology 1986 — 1991
Ph.D., Physics
Massachusetts Institute of Technology 1982 — 1986
BS, physics, mathematics
Credit Suisse May 2009 - August 2011
Northern Trust January 2006 - April 2009
Northern Trust 2006 - 2007
Grant Thornton 1997 - 2004
Skills
Email Marketing, Online Marketing, Leadership, Management, Web Development, Digital Marketing, Databases, Product Development, CMS, Project Management
Education
Canisius College
Bachelor of Arts
Société Générale October 2014 - June 2015
HRE Group -Depfa Bank October 2008 - October 2014
HRE Group - Hypo Real Estate Capital Corporation January 2004 - August 2010
HVB October 1998 - January 2004
Credit Suisse 1994 - 1997
The Yasuda Trust & Banking Company 1983 - 1993
Skills
IT Service Management, Disaster Recovery, IT Strategy, Integration, IT Operations, Business Continuity, IT Management, Vendor Management, Service Management, Firewalls, Windows Server, Service Delivery, Infrastructure, ITIL, Information Security..., Governance, Project Management, Management, Risk Management
Education
Capella University
Masters Degree- In Progress, Public Safety - Concentration in Emergency Management
DeVry University
BS, Business Information Systems
J.P. Morgan May 2009 - Present
Credit Suisse 2002 - 2009
Morgan Stanley 1996 - 2002
Skills
Equity Derivatives, Electronic Trading, Trading Systems, Quantitative Finance, Statistical Arbitrage, Market Making, Options, Equities
Education
Caltech
BS, Physics
University of California, Los Angeles
MS, PhD, Physics
Kasowitz, Benson, Torres & Friedman LLP November 2010 - Present
Newark Alliance June 2009 - November 2010
Winston and Strawn LLP November 2005 - August 2008
Brinks Global Services 2004 - 2005
Credit Suisse 2001 - 2004
airborne express 1996 - 1999
Skills
Operations Management, Vendor Management, Facilities Management, Project Management, Security, Management, Procurement, Recruiting, Leadership, Training, Negotiation, Logistics, Supply Chain Management, Contract Negotiation, Project Planning, Outsourcing, Purchasing, Strategic Planning, Team Building, Budgets, Sourcing
Education
University of Phoenix 2003 — 2005
MBA, E-Business
Cabrini College 1990 — 1994
BS, Business Administration
Nathel International April 2012 - Present
Curry & Company May 2011 - March 2012
C Lane Produce Brokerage June 2010 - May 2011
Global Golf Management May 2009 - May 2010
Credit Suisse January 2006 - April 2009
Skills
Customer Service, Sales, Microsoft Office, New Business Development, Marketing Strategy, Business Development, Customer Relations, Excel, Word, Marketing, Social Media Marketing, Invoicing, Accounts Receivable, Accounts Payable, Inventory Management, Retail, Microsoft Word, Microsoft Excel, Forecasting, Equities, Pricing, Product Development, Team Building, P, Account Management, Strategic Planning, Purchasing
Education
Thunderbird School of Global Management 2014 — 2014
PMA Foundation Emerging Leaders Program, Business Administration and Management, General
Saint Louis University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
California State University-Fresno 2001 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Credit Suisse September 2007 - Present
Goldman Sachs June 1998 - June 2007
Skills
Investment Banking, Derivatives, Electronic Trading, Hedge Funds, Equities, Trading Strategies, Trading Systems, Bloomberg, Trading, Portfolio Management, Capital Markets, Equity Trading, ETFs
Education
The College of New Jersey 1992 — 1995
BS, Finance
California State University-Northridge 1990 — 1992
Manalapan High School 1989 — 1990
Agoura High School 1987 — 1989
Miramonte High School 1986 — 1987
Credit Suisse June 2013 - Present
RSB Consulting LLC 2012 - Present
SFW Capital Partners 2012 - 2013
Jefferies & Company 2009 - 2011
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2004 - June 2007
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets
Education
Bucknell University 2000 — 2004
BA, Political Science and Philosophy
Morgan Stanley July 2015 - Present
Deutsche Bank August 2011 - July 2015
Credit Suisse January 2007 - July 2011
Morgan Stanley 2003 - 2004
Education
Canisius College
Prudential Financial October 2013 - Present
Credit Suisse September 2010 - February 2013
Cornerstone Research August 2007 - August 2010
Center for Creative Community Development June 2006 - September 2006
Bialis Trading June 2005 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Corporate Strategy...
Education
Williams College 2003 — 2007
Bachelor of Arts
Capital University of Economics and Business 2005 — 2005
Credit Suisse May 2011 - February 2014
First Citizens Bank November 2009 - March 2011
RBC Bank June 2006 - January 2009
Branch Banking and Trust July 2001 - May 2006
Skills
Financial Analysis, Cash Management, Banking, Risk Management, Compliance, External Reporting, Asset Liability..., Treasury - Money Markets, Treasury, Credit Analysis, Finance, Analysis
Education
Campbell University 2003 — 2005
MBA, Business Administration and Management, General
North Carolina State University - College of Management 2001 — 2003
Accounting
Jefferies January 2015 - Present
Credit Suisse May 2006 - December 2014
Jefferies Asset Management 2005 - 2006
Lehman Brothers 1999 - 2005
Goldman Sachs 1994 - 1997
KPMG 1991 - 1994
Skills
Oil/Gas, Commodities, Equities, Energy, Portfolio Management
Education
Bucknell University 1987 — 1991
BSBA, Accounting & Finance
Easton High School 1984 — 1987
Qualcomm March 2013 - Present
Qualcomm March 2012 - Present
Napier HealthCare January 2012 - February 2012
Credit Suisse November 2008 - November 2011
3i Infotech Consulting Inc October 2009 - July 2011
GSR Technologies January 2007 - October 2009
AT & T April 2007 - October 2008
St. Jude Medical June 2006 - August 2006
Skills
Software Configuration..., Unix, Integration, PL/SQL, SDLC, Shell Scripting, Unix Shell Scripting, Agile Methodologies, Solaris, Perl, ClearCase, Weblogic, Subversion
Education
California State University-Fullerton 2005 — 2006
Masters, Engineering
California State University-Fullerton 2005 — 2006
Master's degree, Electrical and Electronics Engineering
Dr.M.G.R.Engineering College 2000 — 2004
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Vignan
Credit Suisse October 2012 - Present
TRANSAMERICA FINANCIAL ADVISORS, INC April 2011 - September 2012
WADDELL AND REED June 2009 - September 2010
Brown Financial Services January 2009 - May 2009
Skills
Financial Analysis, Investments, Financial Reporting, Operational Risk, Investment Banking
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), 3.2
California State University-Fresno
Finance, Finance, Accounting, Management, Investment, Marketing, Information Technology
First Citizens Bank August 2014 - Present
Travel January 2014 - July 2014
Credit Suisse January 2011 - December 2013
Fidelity Investments August 2010 - December 2010
Fidelity Investments January 2009 - August 2010
Fidelity Investments October 2007 - January 2009
First Citizens Bank January 2004 - November 2004
Skills
Financial Services, Options, Banking, Equities, Customer Service, Process Improvement, Series 6, Series 63, FINRA, General Securities..., Strategic Financial..., Securities, Mutual Funds, Microsoft Excel, Risk Management, Data Analysis, Defined Contribution, Insurance, Retirement, Uniform Combined State..., Asset Managment, 401k, Strategic Planning, ETFs, Series 65, Change Management, Valuation, Investment Advisory, Business Analysis, Retirement Planning, Employee Benefits, Investments, Asset Allocation, Corporate Finance, Analysis, Financial Analysis, Call Centers, Relationship Management, Capital Markets, Financial Advisory, Ballroom Dance
Education
Campbell University, Lundy-Fetterman School of Business 2015 — 2016
Bachelor of Business Administration (BBA), Accounting
Lenoir Community College 2005 — 2006
Associates in Arts, English
Starboard Value February 2014 - Present
Credit Suisse July 2012 - February 2014
Credit Suisse June 2011 - August 2011
UBS March 2010 - June 2011
Financial Diligence Partners June 2010 - August 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Equities, Investments, Private Equity, Bloomberg, Due Diligence, DCF, Equity Research
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
BS in Business Administration, Finance, Economics, Accounting
El Modena High School 2004 — 2008
Cisco March 2015 - Present
Credit Suisse April 2012 - March 2015
Credit Suisse September 2008 - April 2012
First National Bank Alaska August 2007 - May 2008
Skills
Loans, Portfolio Management, Financial Risk, Account Reconciliation, Analysis, Budgets, Cash Flow, Banking, Business Development, Investment Banking, Financial Analysis, Financial Modeling, Finance, Equities, Trading
Education
University of Alaska Anchorage College of Business and Public Policy 2006 — 2008
Bachelor's Degree, Finance
Campbell University 2005 — 2006
Mississippi College 2004 — 2005
Strongbridge Corporation January 2014 - Present
Credit Suisse March 2013 - January 2014
HCL America August 2012 - March 2013
Datrose September 2011 - February 2013
IBM January 2010 - December 2010
IKON Office Solutions April 2009 - March 2010
CARQUEST Auto Parts February 2007 - August 2009
GTECH Corporation September 2006 - February 2008
Skills
Call Center, Technical Support, Windows 7, A+ Certified, XP, Computer Hardware, Lotus Notes, Troubleshooting, Help Desk Support, Active Directory, Laptops, Customer Satisfaction, Software Installation, Servers, SharePoint, Citrix, Hardware, Computer Repair, Call Centers, Networking, Software Documentation, Printers, Operating Systems, Windows XP, System Administration, Network Administration
Education
Campbell University 2013 — 2017
Bachelors of Science, IT Management
ECPI College of Technology 2001 — 2002
A.A.S, Computer Electronics Technology
Credit Suisse July 2014 - June 2015
Credit Suisse June 2013 - August 2013
Edgewood Management May 2012 - July 2012
Education
Bucknell University 2010 — 2014
History, History
Credit Suisse October 2007 - Present
ADP April 2004 - October 2007
Education
Cal State Fullerton
Accounting
Credit Suisse June 2013 - Present
Skills
Investment Banking, Fixed Income, Economics, Derivatives, Equities
Education
Carleton College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Carleton College 2009 — 2013
Cisco May 2014 - Present
BB&T May 2013 - April 2014
Credit Suisse March 2007 - August 2012
Vaco Resources August 2006 - March 2007
North Carolina Office of the State Auditor November 2005 - May 2006
D.E.Gatewood and Company, CPAs June 2000 - July 2002
Skills
Financial Reporting, Variance Analysis, General Ledger, Financial Analysis, Account Reconciliation, Sarbanes-Oxley, US GAAP, Financial Accounting, IFRS, PeopleSoft, Microsoft Office, Financial Audits, Internal Controls, Financial Statements, QuickBooks, Month End Close, Hyperion Essbase, Planning Budgeting &...
Education
Campbell University 2002 — 2005
MBA, Business Administration
Credit Suisse August 2007 - Present
Grant Thornton LLP August 2005 - August 2007
The Bonadio Group November 2003 - August 2005
Education
Bucknell University 1999 — 2003
Bachelor's Degree, Accounting
Impac Mortgage Corp. August 2015 - Present
Sun West Mortgage Company July 2012 - August 2015
Credit Suisse October 2009 - June 2011
Capital One December 2008 - October 2009
PIMCO May 2007 - December 2008
Skills
Agency MBS and whole..., Fixed Income, Bloomberg, Capital Markets, Structured Products, Bonds, MBS, Trading, Asset Managment, Hedging, Portfolio Management, Investments, Securities, Investment Management, Residential Mortgages, Securitization, Relative Value
Education
Cal State Fullerton 2005 — 2007
Bachelor's degree, Finance and Financial Management Services
Credit Suisse January 2015 - Present
Noah Bank June 2013 - July 2014
Scope International January 2007 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Entry-level
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's Degree, Accounting and Finance
California Lutheran University 2008 — 2009
Master of Business Administration (MBA)
California State University, Northridge June 2013 - Present
TDC AG 2007 - 2014
Credit Suisse May 2008 - July 2010
Skills
SWOT analysis, Marketing Plan Creation, Market Research, Microsoft Office
Education
California State University-Northridge 2013 — 2014
Bachelor's degree, Major: Marketing / Minor: Finance
Santa Monica College 2010 — 2012
Associate's degree, Business Administration and Management, General, GPA 3.7
Kantonsschule Ausserschwyz 2003 — 2007
High School, Wirtschaft und Recht