Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Zheng Chao Cao Zheng Chao Cao's Credit Suisse Experience June 2009 - April 2011
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2013 - Present
McKinsey & Company April 2011 - June 2013
Credit Suisse June 2009 - April 2011
Dartmouth College July 2007 - June 2010
Jetboil, Inc. September 2009 - March 2010
Adimab, Inc. April 2007 - August 2008
Colby College September 2005 - May 2007
Self Managed September 2003 - April 2005
Shanghai Jiao Tong University March 2004 - August 2004
Skills
Matlab, Financial Modeling, Biotechnology, Valuation, Market Research, Investment Banking, Project Management, Venture Capital, Analysis, Start-ups, Private Equity, Solidworks, Management Consulting, Economics, Strategy, Due Diligence, Corporate Finance, Emerging Markets, Mergers & Acquisitions, Competitive Analysis
Education
Dartmouth College 2007 — 2010
Bachelor
Colby College
B.A. in Chemistry and Mathematics
Li Po Chun United World College of Hong Kong 2003 — 2005
International Baccalaureate Diploma
McKinsey & Company June 2013 - Present
McKinsey & Company April 2011 - June 2013
Credit Suisse June 2009 - April 2011
Dartmouth College July 2007 - June 2010
Jetboil, Inc. September 2009 - March 2010
Adimab, Inc. April 2007 - August 2008
Colby College September 2005 - May 2007
Self Managed September 2003 - April 2005
Shanghai Jiao Tong University March 2004 - August 2004
Skills
Matlab, Financial Modeling, Biotechnology, Valuation, Market Research, Investment Banking, Project Management, Venture Capital, Analysis, Start-ups, Private Equity, Solidworks, Management Consulting, Economics, Strategy, Due Diligence, Corporate Finance, Emerging Markets, Mergers & Acquisitions, Competitive Analysis
Education
Dartmouth College 2007 — 2010
Bachelor
Colby College
B.A. in Chemistry and Mathematics
Li Po Chun United World College of Hong Kong 2003 — 2005
International Baccalaureate Diploma
Ayodeji Oyenekan Ayodeji Oyenekan's Credit Suisse Experience January 2015 - Present
Job Data Analyst at Cisco
Industry Investment Banking
Experience
Cisco April 2015 - Present
Credit Suisse January 2015 - Present
Cree June 2013 - Present
Enterprise Rent-A-Car August 2012 - April 2013
Zaasss Solutions January 2011 - May 2012
EXCEL HOME HEALTH INC. February 2007 - January 2008
Skills
•Ability to analyze..., •Develop lasting..., •Excellent..., •Strong sense of..., •HTML and PHPcoding,..., HTML, Microsoft Office, MS Project, Databases, PHP, Wedding Photography, Event Photography, Windows, Access, Oracle, PowerPoint, Programming, Microsoft Word, Leadership, Microsoft Excel, Troubleshooting, Windows 7, Research
Education
Colorado Technical University-Online 2013 — 2015
Master of Science in Information Technology, Data Management Technology Specialization
North Carolina Central University 2008 — 2012
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Cisco April 2015 - Present
Credit Suisse January 2015 - Present
Cree June 2013 - Present
Enterprise Rent-A-Car August 2012 - April 2013
Zaasss Solutions January 2011 - May 2012
EXCEL HOME HEALTH INC. February 2007 - January 2008
Skills
•Ability to analyze..., •Develop lasting..., •Excellent..., •Strong sense of..., •HTML and PHPcoding,..., HTML, Microsoft Office, MS Project, Databases, PHP, Wedding Photography, Event Photography, Windows, Access, Oracle, PowerPoint, Programming, Microsoft Word, Leadership, Microsoft Excel, Troubleshooting, Windows 7, Research
Education
Colorado Technical University-Online 2013 — 2015
Master of Science in Information Technology, Data Management Technology Specialization
North Carolina Central University 2008 — 2012
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Urjit Khadilkar Urjit Khadilkar's Credit Suisse Experience May 2013 - July 2013
Job Graduate Student at University of California, Irvine
Industry Computer Software
Experience
Visa June 2015 - September 2015
Credit Suisse May 2013 - July 2013
Education
University of California, Irvine 2014 — 2015
Master's Degree, Networked Systems
College of Engineering Pune 2010 — 2014
Bachelor of Technology (B.Tech.), Electronics and Tele-Communication Engineering
Visa June 2015 - September 2015
Credit Suisse May 2013 - July 2013
Education
University of California, Irvine 2014 — 2015
Master's Degree, Networked Systems
College of Engineering Pune 2010 — 2014
Bachelor of Technology (B.Tech.), Electronics and Tele-Communication Engineering
Apoorva Nivargi Apoorva Nivargi's Credit Suisse Experience July 2014 - May 2015
Job MBA Candidate at UNC KenanFlagler
Industry Investment Banking
Experience
UNC Kenan-Flagler July 2015 - Present
Credit Suisse July 2014 - May 2015
Credit Suisse April 2013 - July 2014
Credit Suisse July 2012 - April 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Investment Banking, Corporate Finance
College of Engineering Pune 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Engineering
Fergusson College 2005 — 2007
High School, Science, Junior College (Grade 11 and 12 )
UNC Kenan-Flagler July 2015 - Present
Credit Suisse July 2014 - May 2015
Credit Suisse April 2013 - July 2014
Credit Suisse July 2012 - April 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (M.B.A.), Investment Banking, Corporate Finance
College of Engineering Pune 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Engineering
Fergusson College 2005 — 2007
High School, Science, Junior College (Grade 11 and 12 )
Peter Taggart Peter Taggart's Credit Suisse Experience 1984 - 1989
Job Institutional Client Relations at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income August 2002 - Present
WestAM 2000 - 2002
Forstmann-Leff 1998 - 2000
Salomon Brothers 1989 - 1998
Credit Suisse 1984 - 1989
Education
Colgate University 1976 — 1980
BA, Computer and Information Studies
Prudential Fixed Income August 2002 - Present
WestAM 2000 - 2002
Forstmann-Leff 1998 - 2000
Salomon Brothers 1989 - 1998
Credit Suisse 1984 - 1989
Education
Colgate University 1976 — 1980
BA, Computer and Information Studies
Erick Jeffries's Credit Suisse Experience March 2012 - October 2012
Job Technical Lead/SCRUM Master at NC Housing and Finance Agency
Industry Information Technology and Services
Experience
NC Housing and Finance Agency April 2014 - Present
TeleHealth Services October 2012 - April 2014
Credit Suisse March 2012 - October 2012
Windy City Wire October 2008 - May 2010
Illinois State University July 2007 - December 2008
Target October 2001 - July 2007
Skills
C#, HL7, ASP.NET, Systems Analysis, OOP, WPF, Active Directory, N-tier, Full SDLC, Web Applications, .NET, Visual Studio, IIS, SQL, Web Services, AJAX, HTML, Agile, WCF, jQuery, Application Development, CSS, Databases, Customer Service, javascript, HTML 5, Agile Application..., Scrum, LINQ, Software Development, Software Design, Software Architectural..., Unit Testing, Test Driven Development, Product Development, Software Product..., Team Leadership, Team Management, Distributed Systems, Distributed Team..., TFS, Software Project..., Enterprise Architecture, ASP.NET MVC, Agile Project Management, Agile Methodologies, Microsoft SQL Server, SDLC, VB.NET
Education
Illinois State University 2006 — 2008
B.S., Information Systems
College of DuPage 2002 — 2006
AGS, General Studies
Naperville North High School 1998 — 2002
High School
NC Housing and Finance Agency April 2014 - Present
TeleHealth Services October 2012 - April 2014
Credit Suisse March 2012 - October 2012
Windy City Wire October 2008 - May 2010
Illinois State University July 2007 - December 2008
Target October 2001 - July 2007
Skills
C#, HL7, ASP.NET, Systems Analysis, OOP, WPF, Active Directory, N-tier, Full SDLC, Web Applications, .NET, Visual Studio, IIS, SQL, Web Services, AJAX, HTML, Agile, WCF, jQuery, Application Development, CSS, Databases, Customer Service, javascript, HTML 5, Agile Application..., Scrum, LINQ, Software Development, Software Design, Software Architectural..., Unit Testing, Test Driven Development, Product Development, Software Product..., Team Leadership, Team Management, Distributed Systems, Distributed Team..., TFS, Software Project..., Enterprise Architecture, ASP.NET MVC, Agile Project Management, Agile Methodologies, Microsoft SQL Server, SDLC, VB.NET
Education
Illinois State University 2006 — 2008
B.S., Information Systems
College of DuPage 2002 — 2006
AGS, General Studies
Naperville North High School 1998 — 2002
High School
Nitin Nerkar Nitin Nerkar's Credit Suisse Experience May 2006 - Present
Job Vice President Digital Private Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2006 - Present
JP Morgan Chase 2003 - 2006
Tata Consultancy Services 2001 - 2003
Tata Consultancy Services 1999 - 2001
Skills
Business Analysis, Data Warehousing, SDLC, Enterprise Architecture, Program Management, Project Management, Software Project..., Data Modeling, SQL, Solution Architecture, IT Strategy, Equities, ETL, Oracle, Banking, Data Management, Analysis, Requirements Analysis, Private Bank, Strategic / Business..., Multi-Team Building /..., Technological Process..., Delivery Management, Client Reporting..., High-Volume Data..., Workflow / Project Task..., Private Banking, Wealth Management...
Education
University of Mumbai
Master of Management Studies, Information Systems Emphasis
College of Engineering Pune
Bachelor of Engineering (BE)
Credit Suisse May 2006 - Present
JP Morgan Chase 2003 - 2006
Tata Consultancy Services 2001 - 2003
Tata Consultancy Services 1999 - 2001
Skills
Business Analysis, Data Warehousing, SDLC, Enterprise Architecture, Program Management, Project Management, Software Project..., Data Modeling, SQL, Solution Architecture, IT Strategy, Equities, ETL, Oracle, Banking, Data Management, Analysis, Requirements Analysis, Private Bank, Strategic / Business..., Multi-Team Building /..., Technological Process..., Delivery Management, Client Reporting..., High-Volume Data..., Workflow / Project Task..., Private Banking, Wealth Management...
Education
University of Mumbai
Master of Management Studies, Information Systems Emphasis
College of Engineering Pune
Bachelor of Engineering (BE)
John Savarese John Savarese's Credit Suisse Experience 2001 - 2002
Job Managing Director at Montreux Equity Partners
Industry Venture Capital & Private Equity
Experience
Montreux Equity Partners 2003 - Present
SI-BONE 2011 - Present
Glaukos 2012 - 2015
MAKO Surgical 2008 - 2013
Pivot Medical 2007 - 2013
NeurogesX, Inc. 2002 - 2003
Credit Suisse 2001 - 2002
Hospital for Special Surgery 1996 - 1998
Skills
Investment Management, Board of Directors, Financial Modeling, Biotechnology Industry, Healthcare Industry, Medical Devices, Healthcare Information..., Foreign Languages, Italian, Spanish, Brazilian Portuguese, Orthopedics, Mergers & Acquisitions, Strategy, Entrepreneurship, Start-ups, Cross-functional Team..., Strategic Partnerships, Corporate Development, Venture Capital, Strategic Planning, Management, Private Equity, Due Diligence, Business Development, Business Strategy
Education
Stanford University Graduate School of Business 1999 — 2001
Master of Business Administration (MBA)
Duke University 1991 — 1996
Doctor of Medicine (MD)
Università degli Studi di Padova 1995 — 1995
Medical History Research Fellowship
College of the Holy Cross 1986 — 1990
Bachelor's Degree, English, Premedical
St. John's Preparatory School
Danvers, MA
Montreux Equity Partners 2003 - Present
SI-BONE 2011 - Present
Glaukos 2012 - 2015
MAKO Surgical 2008 - 2013
Pivot Medical 2007 - 2013
NeurogesX, Inc. 2002 - 2003
Credit Suisse 2001 - 2002
Hospital for Special Surgery 1996 - 1998
Skills
Investment Management, Board of Directors, Financial Modeling, Biotechnology Industry, Healthcare Industry, Medical Devices, Healthcare Information..., Foreign Languages, Italian, Spanish, Brazilian Portuguese, Orthopedics, Mergers & Acquisitions, Strategy, Entrepreneurship, Start-ups, Cross-functional Team..., Strategic Partnerships, Corporate Development, Venture Capital, Strategic Planning, Management, Private Equity, Due Diligence, Business Development, Business Strategy
Education
Stanford University Graduate School of Business 1999 — 2001
Master of Business Administration (MBA)
Duke University 1991 — 1996
Doctor of Medicine (MD)
Università degli Studi di Padova 1995 — 1995
Medical History Research Fellowship
College of the Holy Cross 1986 — 1990
Bachelor's Degree, English, Premedical
St. John's Preparatory School
Danvers, MA
Diego del-Castillo-Negrete Diego del-Castillo-Negrete's Credit Suisse Experience September 2014 - Present
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2014 - Present
Barclays August 2012 - August 2014
Hispanic Heritage Foundation November 2010 - May 2012
Barclays Capital May 2011 - August 2011
Sponsors for Educational Opportunity May 2011 - August 2011
U.S. House of Representatives July 2010 - August 2010
MIBANCO, a Division of Bank of Camden June 2009 - June 2010
Skills
Fluent in Spanish, Bloomberg, Factset, Spanish, Microsoft Office, Investment Banking, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Economics, Data Analysis, Financial Modeling, Microsoft Excel, Finance, Valuation, Analysis, Alternative Investments, Bloomberg Terminal
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2012
Bachelor of Science (BS), Finance
College of Charleston 2008 — 2009
International Business
Credit Suisse September 2014 - Present
Barclays August 2012 - August 2014
Hispanic Heritage Foundation November 2010 - May 2012
Barclays Capital May 2011 - August 2011
Sponsors for Educational Opportunity May 2011 - August 2011
U.S. House of Representatives July 2010 - August 2010
MIBANCO, a Division of Bank of Camden June 2009 - June 2010
Skills
Fluent in Spanish, Bloomberg, Factset, Spanish, Microsoft Office, Investment Banking, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Economics, Data Analysis, Financial Modeling, Microsoft Excel, Finance, Valuation, Analysis, Alternative Investments, Bloomberg Terminal
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2012
Bachelor of Science (BS), Finance
College of Charleston 2008 — 2009
International Business
Al Corrieri Al Corrieri's Credit Suisse Experience November 2009 - September 2011
Job VP, Operations at HCL Technologies
Industry Financial Services
Experience
HCL BPO October 2012 - Present
Corrieri & Co. Consulting October 2011 - September 2012
Credit Suisse November 2009 - September 2011
Corrieri & Co. Consulting January 2008 - October 2009
HSBC 2006 - 2008
Countrywide Financial Corporation 2003 - 2006
Prudential Financial 1992 - 2000
Skills
Customer Relations, Customer Service, Investment Banking, Banking, Credit, Investments, Loans, Equities, Derivatives, Program Management, Analysis, Budgeting, Funding, Change, Retail, Corporate Finance, Debt, Change Management, Insurance, Mortgage, Accounting, Fixed Income, Capital Markets, Real Estate, Private Sector, Structured Finance, Compliance, Risk, Risk Management, Operations Management, Sales Operations, Service Operations, Global Operations, Business Process..., Six Sigma, Business Process..., Customer Focus, Executive Management, Mortgage Lending, Analytics, Leadership, Financial Services, Team Building, Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, marketing and finance
College of the Holy Cross 1988 — 1992
BA, mathematics and political science
HCL BPO October 2012 - Present
Corrieri & Co. Consulting October 2011 - September 2012
Credit Suisse November 2009 - September 2011
Corrieri & Co. Consulting January 2008 - October 2009
HSBC 2006 - 2008
Countrywide Financial Corporation 2003 - 2006
Prudential Financial 1992 - 2000
Skills
Customer Relations, Customer Service, Investment Banking, Banking, Credit, Investments, Loans, Equities, Derivatives, Program Management, Analysis, Budgeting, Funding, Change, Retail, Corporate Finance, Debt, Change Management, Insurance, Mortgage, Accounting, Fixed Income, Capital Markets, Real Estate, Private Sector, Structured Finance, Compliance, Risk, Risk Management, Operations Management, Sales Operations, Service Operations, Global Operations, Business Process..., Six Sigma, Business Process..., Customer Focus, Executive Management, Mortgage Lending, Analytics, Leadership, Financial Services, Team Building, Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, marketing and finance
College of the Holy Cross 1988 — 1992
BA, mathematics and political science
Clara Moon's Credit Suisse Experience October 2014 - April 2015
Job Patient Leads and CGM Specialist at MEDTRONIC AUSTRALASIA PTY LTD
Industry Wireless
Experience
Medtronic May 2015 - Present
Credit Suisse October 2014 - April 2015
Verus USA LLC May 2014 - September 2014
Chipotle Mexican Grill November 2009 - May 2014
Skills
Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Product Marketing, Online Marketing, Customer Service, Customer Support, Public Relations, Digital Marketing, Email Marketing, Social Media, Brand Development, Facebook
Education
Columbia College 2015 — 2016
Bachelor's degree, Business Administration and Management, General
Orange Coast College 2009 — 2011
Communications
Medtronic May 2015 - Present
Credit Suisse October 2014 - April 2015
Verus USA LLC May 2014 - September 2014
Chipotle Mexican Grill November 2009 - May 2014
Skills
Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Product Marketing, Online Marketing, Customer Service, Customer Support, Public Relations, Digital Marketing, Email Marketing, Social Media, Brand Development, Facebook
Education
Columbia College 2015 — 2016
Bachelor's degree, Business Administration and Management, General
Orange Coast College 2009 — 2011
Communications
Joy Viswanathan Nair Joy Viswanathan Nair's Credit Suisse Experience June 2003 - Present
Job VP / Application Support Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse June 2003 - Present
Skills
Middle Office, Back Office, Prime Brokerage, Investment Banking, Software Project..., Sybase, SDLC, Trading Systems, Reference Data, Business Analysis, Vendor Management, Financial Services, Offshoring
Education
College of Engineering, Trivandrum 1986 — 1989
Master Of Computer Applications, Computer Applications
Credit Suisse June 2003 - Present
Skills
Middle Office, Back Office, Prime Brokerage, Investment Banking, Software Project..., Sybase, SDLC, Trading Systems, Reference Data, Business Analysis, Vendor Management, Financial Services, Offshoring
Education
College of Engineering, Trivandrum 1986 — 1989
Master Of Computer Applications, Computer Applications
Jeremy Kelman Jeremy Kelman's Credit Suisse Experience February 2006 - November 2010
Job V.P. at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein November 2011 - Present
Daiwa Capital Markets November 2010 - November 2011
Credit Suisse February 2006 - November 2010
Bloomberg Tradebook January 2004 - January 2006
Skills
Electronic Trading, Trading Systems, Equities, Hedge Funds, Bloomberg, Trading, Series 7, Series 63, Bloomberg Terminal, Low Latency
Education
Colorado State University 1999 — 2003
Bachelor, Finance
Sanford C. Bernstein November 2011 - Present
Daiwa Capital Markets November 2010 - November 2011
Credit Suisse February 2006 - November 2010
Bloomberg Tradebook January 2004 - January 2006
Skills
Electronic Trading, Trading Systems, Equities, Hedge Funds, Bloomberg, Trading, Series 7, Series 63, Bloomberg Terminal, Low Latency
Education
Colorado State University 1999 — 2003
Bachelor, Finance
Zachary Stuppy's Credit Suisse Experience May 2011 - August 2015
Job Founding President at Brave Boat Capital Advisors
Industry Financial Services
Experience
Brave Boat Capital Advisors August 2015 - Present
Credit Suisse May 2011 - August 2015
Barclays Wealth June 2010 - August 2010
Ameriprise Financial Services, Inc. July 2004 - May 2009
Skills
Investments, Financial Modeling, Private Equity, Venture Capital, Wealth Management, Portfolio Management, Risk Management, Investment Management, Asset Managment, Investment Advisory, Wealth, Tax, Financial Planners, Investment Strategies, Series 7, Consulting, Entrepreneurship
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics
York High School 1996 — 2000
Brave Boat Capital Advisors August 2015 - Present
Credit Suisse May 2011 - August 2015
Barclays Wealth June 2010 - August 2010
Ameriprise Financial Services, Inc. July 2004 - May 2009
Skills
Investments, Financial Modeling, Private Equity, Venture Capital, Wealth Management, Portfolio Management, Risk Management, Investment Management, Asset Managment, Investment Advisory, Wealth, Tax, Financial Planners, Investment Strategies, Series 7, Consulting, Entrepreneurship
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
Colgate University 2000 — 2004
BA, Economics
York High School 1996 — 2000
Sobby Arora Sobby Arora's Credit Suisse Experience May 2009 - August 2009
Job
Industry Investment Management
Experience
Federated Investors, Inc. January 2013 - Present
ING Investment Management June 2010 - October 2012
Credit Suisse May 2009 - August 2009
Strategic Investment Advisors, Inc June 2004 - January 2008
Skills
Valuation, Portfolio Management, Equity Research, Bloomberg, Financials, FIG, Emerging Markets, Asset Management, Equities, Financial Modeling, Investments, Banking, Due Diligence, Mutual Funds, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Colgate University 2000 — 2004
BA, Computer Science, Economics
Federated Investors, Inc. January 2013 - Present
ING Investment Management June 2010 - October 2012
Credit Suisse May 2009 - August 2009
Strategic Investment Advisors, Inc June 2004 - January 2008
Skills
Valuation, Portfolio Management, Equity Research, Bloomberg, Financials, FIG, Emerging Markets, Asset Management, Equities, Financial Modeling, Investments, Banking, Due Diligence, Mutual Funds, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Colgate University 2000 — 2004
BA, Computer Science, Economics
Matt Cavanagh Matt Cavanagh's Credit Suisse Experience February 2013 - Present
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2013 - Present
Scottrade August 2010 - February 2013
Charles Schwab June 2007 - August 2009
Skills
Series 7, Trading, Series 63, FINRA, Mutual Funds, Options, Portfolio Management, Stocks, Strategic Financial..., Series 65, IRA's, Margin, ETFs, Estate Planning, Asset Managment, Equities, Equity Valuation, Value Investing, Long/Short Equity, Hedge Funds, Private Equity, Regulation D, Alternative Investments, Private Banking, Structured Products, Investment Management, High Net Worth..., Asset Allocation, Fixed Income, Family Office
Education
Colorado State University 2003 — 2007
Business Administration, Finance
Credit Suisse February 2013 - Present
Scottrade August 2010 - February 2013
Charles Schwab June 2007 - August 2009
Skills
Series 7, Trading, Series 63, FINRA, Mutual Funds, Options, Portfolio Management, Stocks, Strategic Financial..., Series 65, IRA's, Margin, ETFs, Estate Planning, Asset Managment, Equities, Equity Valuation, Value Investing, Long/Short Equity, Hedge Funds, Private Equity, Regulation D, Alternative Investments, Private Banking, Structured Products, Investment Management, High Net Worth..., Asset Allocation, Fixed Income, Family Office
Education
Colorado State University 2003 — 2007
Business Administration, Finance
Alexander Masters Alexander Masters's Credit Suisse Experience November 2002 - March 2005
Job Business Development Manager at Plug & Score
Industry Information Technology and Services
Experience
Plug & Score August 2013 - Present
Bank of the West March 2006 - April 2012
Credit Suisse November 2002 - March 2005
Skills
Credit Risk, Credit Analysis, Microfinance, Business Development, Networking, Loan Origination, Scoring systems, Business Analysis, Social Media Marketing, Scorecard development, Financial Risk, Credit, Banking, Finance, Financial Analysis
Education
Colorado Technical University 1996 — 2001
Bachelor of Business Administration (BBA), Business/Commerce, General
Plug & Score August 2013 - Present
Bank of the West March 2006 - April 2012
Credit Suisse November 2002 - March 2005
Skills
Credit Risk, Credit Analysis, Microfinance, Business Development, Networking, Loan Origination, Scoring systems, Business Analysis, Social Media Marketing, Scorecard development, Financial Risk, Credit, Banking, Finance, Financial Analysis
Education
Colorado Technical University 1996 — 2001
Bachelor of Business Administration (BBA), Business/Commerce, General
Christof Laputka Christof Laputka's Credit Suisse Experience 1996 - 2002
Job Director at Cantor Commercial Real Estate
Industry Real Estate
Experience
Cantor Fitzgerald 2014 - Present
UBS 2002 - 2007
Credit Suisse 1996 - 2002
Lehman Brothers 1994 - 1996
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Financial Structuring, Financial Modeling, Capital Markets, Structured Finance, Alternative Investments, Leveraged Finance, Valuation, Securitization, Debt Restructuring, Private Equity, Syndications, Corporate Finance, Due Diligence, Funding, Private Placements
Education
Colgate University 1990 — 1994
Bachelor's degree, Sociology and Anthropology
The Lawrenceville School 1989 — 1990
Cantor Fitzgerald 2014 - Present
UBS 2002 - 2007
Credit Suisse 1996 - 2002
Lehman Brothers 1994 - 1996
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Financial Structuring, Financial Modeling, Capital Markets, Structured Finance, Alternative Investments, Leveraged Finance, Valuation, Securitization, Debt Restructuring, Private Equity, Syndications, Corporate Finance, Due Diligence, Funding, Private Placements
Education
Colgate University 1990 — 1994
Bachelor's degree, Sociology and Anthropology
The Lawrenceville School 1989 — 1990
Mark Merzon, CFA Mark Merzon, CFA's Credit Suisse Experience June 1995 - August 1997
Job G10 FX Forwards Trader at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
Barclays Capital September 1997 - August 2011
Credit Suisse June 1995 - August 1997
Skills
FX, Interest Rate Risk..., Currency, Trading, FX Options, Foreign Exchange, Rates, Capital Markets, Fixed Income, Swaps
Education
NYU Stern School of Business 2002 — 2005
MBA, Finance
Colby College 1991 — 1995
BA, Economics and Mathematics
Bank of Tokyo-Mitsubishi UFJ April 2012 - Present
Barclays Capital September 1997 - August 2011
Credit Suisse June 1995 - August 1997
Skills
FX, Interest Rate Risk..., Currency, Trading, FX Options, Foreign Exchange, Rates, Capital Markets, Fixed Income, Swaps
Education
NYU Stern School of Business 2002 — 2005
MBA, Finance
Colby College 1991 — 1995
BA, Economics and Mathematics
Max Haspel Max Haspel's Credit Suisse Experience 1999 - 2000
Job Founder & Family Wealth Leader, Blue Water Advisors
Industry Financial Services
Experience
Blue Water Advisors January 2001 - Present
Credit Suisse 1999 - 2000
Deutsche Bank 1999 - 1999
Skills
Wealth Management, Investment Advisory..., Wealth Enhancement, Charitable Gift Advice, Wealth Protection, Wealth Management..., Financial Analysis, Financial Planning, Asset Management, Asset Allocation, Portfolio Management, Tax Planning, Investments, Investment Advisory, Investment Strategies, Investment Management, Family Wealth
Education
Colgate University 1991 — 1995
BS, Economics
University of Pennsylvania - The Wharton School
Retirement Planning Specialist, Wealth Management
Blue Water Advisors January 2001 - Present
Credit Suisse 1999 - 2000
Deutsche Bank 1999 - 1999
Skills
Wealth Management, Investment Advisory..., Wealth Enhancement, Charitable Gift Advice, Wealth Protection, Wealth Management..., Financial Analysis, Financial Planning, Asset Management, Asset Allocation, Portfolio Management, Tax Planning, Investments, Investment Advisory, Investment Strategies, Investment Management, Family Wealth
Education
Colgate University 1991 — 1995
BS, Economics
University of Pennsylvania - The Wharton School
Retirement Planning Specialist, Wealth Management
Adam Mingal Adam Mingal's Credit Suisse Experience 2005 - 2006
Job Assistant General Counsel with DC Taxicab Commission
Industry Law Practice
Experience
District of Columbia Taxicab Commission June 2015 - Present
WMATA May 2014 - June 2015
DC Department on Disability Services August 2012 - May 2014
Department of Justice October 2010 - August 2012
PUBLIC JUSTICE ADVOCACY CLINIC January 2010 - May 2010
Powers, Pyles, Sutter & Verville, P.C. May 2009 - August 2009
ATF January 2009 - April 2009
THE BETTER BUSINESS BUREAU May 2008 - August 2008
CIBC World Markets June 2006 - April 2007
Credit Suisse 2005 - 2006
Skills
Trials, Policy, Hearings, Analysis, Training, Legal Writing, Human Rights, Legal Research, Legislation, Program Management, Research, Management
Education
The George Washington University Law School 2008 — 2010
JD, Law, B+
The George Washington University Law School 2008 — 2010
Juris Doctor, Law, B+
Colgate University 2001 — 2005
Bachelor of Arts, English
Williamsville South High School 1997 — 2001
Regents with Honors
District of Columbia Taxicab Commission June 2015 - Present
WMATA May 2014 - June 2015
DC Department on Disability Services August 2012 - May 2014
Department of Justice October 2010 - August 2012
PUBLIC JUSTICE ADVOCACY CLINIC January 2010 - May 2010
Powers, Pyles, Sutter & Verville, P.C. May 2009 - August 2009
ATF January 2009 - April 2009
THE BETTER BUSINESS BUREAU May 2008 - August 2008
CIBC World Markets June 2006 - April 2007
Credit Suisse 2005 - 2006
Skills
Trials, Policy, Hearings, Analysis, Training, Legal Writing, Human Rights, Legal Research, Legislation, Program Management, Research, Management
Education
The George Washington University Law School 2008 — 2010
JD, Law, B+
The George Washington University Law School 2008 — 2010
Juris Doctor, Law, B+
Colgate University 2001 — 2005
Bachelor of Arts, English
Williamsville South High School 1997 — 2001
Regents with Honors
Charles Onis Charles Onis's Credit Suisse Experience June 2012 - August 2012
Job Advisory Analyst Structured Finance Group at EY
Industry Banking
Experience
EY August 2014 - Present
Jefferies & Company May 2013 - August 2013
Credit Suisse June 2012 - August 2012
Credit Suisse May 2011 - August 2011
Stamford Hospital June 2009 - August 2010
Skills
Microsoft Excel, Research, Public Speaking, Microsoft Word, PowerPoint, Presentations, Report Writing, Accounting, Financial Modeling, Due Diligence, Financial Analysis, Financial Reporting, Editing, Commercial Mortgages
Education
Colgate University 2010 — 2014
Bachelor's Degree, History, Economics
EY August 2014 - Present
Jefferies & Company May 2013 - August 2013
Credit Suisse June 2012 - August 2012
Credit Suisse May 2011 - August 2011
Stamford Hospital June 2009 - August 2010
Skills
Microsoft Excel, Research, Public Speaking, Microsoft Word, PowerPoint, Presentations, Report Writing, Accounting, Financial Modeling, Due Diligence, Financial Analysis, Financial Reporting, Editing, Commercial Mortgages
Education
Colgate University 2010 — 2014
Bachelor's Degree, History, Economics
B. Alan Niebuhr's Credit Suisse Experience February 2013 - July 2013
Job Junior Analyst / PMO Support
Industry Information Technology and Services
Experience
Credit Suisse February 2013 - July 2013
Ralph Lauren November 2012 - December 2012
Brown Brothers Harriman July 2003 - February 2012
Brown Brothers Harriman December 2000 - July 2003
Skills
Access, Databases, Requirements Gathering, Lotus Notes, Training, Microsoft Excel, Business Analysis, Banking, Sales, SQL
Education
Colorado Technical University-Online 2006 — 2007
Bachelor of Science (BS), Software Engineering - Security
Montclair State University 1995 — 1999
Bachelor of Fine Arts (BFA), Theatre/Theater
Credit Suisse February 2013 - July 2013
Ralph Lauren November 2012 - December 2012
Brown Brothers Harriman July 2003 - February 2012
Brown Brothers Harriman December 2000 - July 2003
Skills
Access, Databases, Requirements Gathering, Lotus Notes, Training, Microsoft Excel, Business Analysis, Banking, Sales, SQL
Education
Colorado Technical University-Online 2006 — 2007
Bachelor of Science (BS), Software Engineering - Security
Montclair State University 1995 — 1999
Bachelor of Fine Arts (BFA), Theatre/Theater
Mary Bernest Mary Bernest's Credit Suisse Experience January 2010 - January 2013
Job Investor Relations Manager at Masco Corporation
Industry Building Materials
Experience
Masco Corporation November 2013 - Present
Michigan Economic Development Corporation January 2013 - November 2013
Credit Suisse January 2010 - January 2013
Credit Suisse Customized Fund Investment Group October 2008 - January 2010
JPMorgan Private Bank July 2006 - October 2008
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), Economics
St. Mary's College Rome Program 2003 — 2004
Masco Corporation November 2013 - Present
Michigan Economic Development Corporation January 2013 - November 2013
Credit Suisse January 2010 - January 2013
Credit Suisse Customized Fund Investment Group October 2008 - January 2010
JPMorgan Private Bank July 2006 - October 2008
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), Economics
St. Mary's College Rome Program 2003 — 2004
Kiera Konis's Credit Suisse Experience 1998 - 2003
Job Managing Director at BNP Paribas
Industry Investment Management
Experience
BNP Paribas 2009 - Present
Alexandra Investment Management 2004 - 2009
Credit Suisse 1998 - 2003
UBS 1993 - 1998
Fidelity Investments 1989 - 1991
Skills
Fixed Income, Event Driven, Portfolio Management, Hedge Funds, Equities, Capital Markets, Asset Management, Special Situations, Derivatives, Trading, Investments, Options, Bloomberg, Emerging Markets, Volatility Arbitrage, Financial Markets, Equity Derivatives, Alternative Investments, Credit Derivatives, FX Options, Investment Banking, Bonds, Hedging, Securities, Structured Products
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Colgate University 1985 — 1989
BA, magna cum laude, Economics
BNP Paribas 2009 - Present
Alexandra Investment Management 2004 - 2009
Credit Suisse 1998 - 2003
UBS 1993 - 1998
Fidelity Investments 1989 - 1991
Skills
Fixed Income, Event Driven, Portfolio Management, Hedge Funds, Equities, Capital Markets, Asset Management, Special Situations, Derivatives, Trading, Investments, Options, Bloomberg, Emerging Markets, Volatility Arbitrage, Financial Markets, Equity Derivatives, Alternative Investments, Credit Derivatives, FX Options, Investment Banking, Bonds, Hedging, Securities, Structured Products
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Colgate University 1985 — 1989
BA, magna cum laude, Economics
Shailesh Joshi Shailesh Joshi's Credit Suisse Experience 2006 - 2007
Job Lead Java Application Engineer at Nike
Industry Computer Software
Experience
Nike August 2012 - Present
Nike Inc. June 2007 - August 2012
COMSYS June 2007 - June 2008
Zensar July 2006 - April 2007
Credit Suisse 2006 - 2007
Cybernet Software Systems July 2004 - July 2006
Citibank 2004 - 2006
Kanbay 2002 - 2004
Indicus Software 2000 - 2002
Skills
JMS, Weblogic, XML, Struts, EJB, JBoss ESB, SOA, JBoss Messaging, JBoss Application Server, Messaging, Hibernate, Java Enterprise Edition, Java, Maven, Websphere, Servlets, JUnit, Ant, JSP, Web Services
Education
College of Engineering Pune 1992 — 1999
Bachelor, Electrical Engineering
Modern High School
Nike August 2012 - Present
Nike Inc. June 2007 - August 2012
COMSYS June 2007 - June 2008
Zensar July 2006 - April 2007
Credit Suisse 2006 - 2007
Cybernet Software Systems July 2004 - July 2006
Citibank 2004 - 2006
Kanbay 2002 - 2004
Indicus Software 2000 - 2002
Skills
JMS, Weblogic, XML, Struts, EJB, JBoss ESB, SOA, JBoss Messaging, JBoss Application Server, Messaging, Hibernate, Java Enterprise Edition, Java, Maven, Websphere, Servlets, JUnit, Ant, JSP, Web Services
Education
College of Engineering Pune 1992 — 1999
Bachelor, Electrical Engineering
Modern High School
Gene McCarthy Gene McCarthy's Credit Suisse Experience 2009 - 2009
Job Contracts Manager at Accenture
Industry Financial Services
Experience
Accenture January 2012 - Present
ING Financial Services LLC March 2010 - September 2011
Credit Suisse 2009 - 2009
Direct Brands (Columbia House & Doubleday) 2009 - 2009
Credit Suisse 2006 - 2009
NASDAQ 2001 - 2005
NASDAQ 1997 - 2000
Skills
Risk Management, Business Analysis, Financial Analysis, Business Strategy, Corporate Finance, Investments, Project Management, Management Consulting, Budgets, Strategic Planning, Change Management, Negotiation
Education
Colgate University
B.A., Philosophy, Economics
Accenture January 2012 - Present
ING Financial Services LLC March 2010 - September 2011
Credit Suisse 2009 - 2009
Direct Brands (Columbia House & Doubleday) 2009 - 2009
Credit Suisse 2006 - 2009
NASDAQ 2001 - 2005
NASDAQ 1997 - 2000
Skills
Risk Management, Business Analysis, Financial Analysis, Business Strategy, Corporate Finance, Investments, Project Management, Management Consulting, Budgets, Strategic Planning, Change Management, Negotiation
Education
Colgate University
B.A., Philosophy, Economics
Srini Dandamudi, FRM Srini Dandamudi, FRM's Credit Suisse Experience April 2001 - October 2004
Job Financial Risk Management Professional
Industry Financial Services
Experience
Morgan Stanley February 2005 - Present
NetVeda August 2003 - Present
Credit Suisse April 2001 - October 2004
Metafac 1998 - 2001
Skills
Statistical Modeling, Data Science, Predictive Analytics, Data Analysis, Machine Learning, Data Mining, Bayesian statistics, R, Big Data, Python, Simulation, Hadoop, Greenplum, IT Strategy, Market Risk, Credit Risk, Equities, Fixed Income Products, Structured Products, Prime Brokerage, Entrepreneurial..., C++, Java
Education
Colorado State University
M.S. Student
Indian Institute of Technology, Roorkee
M.Tech
Morgan Stanley February 2005 - Present
NetVeda August 2003 - Present
Credit Suisse April 2001 - October 2004
Metafac 1998 - 2001
Skills
Statistical Modeling, Data Science, Predictive Analytics, Data Analysis, Machine Learning, Data Mining, Bayesian statistics, R, Big Data, Python, Simulation, Hadoop, Greenplum, IT Strategy, Market Risk, Credit Risk, Equities, Fixed Income Products, Structured Products, Prime Brokerage, Entrepreneurial..., C++, Java
Education
Colorado State University
M.S. Student
Indian Institute of Technology, Roorkee
M.Tech
Parul Vakani Parul Vakani's Credit Suisse Experience 1992 - 1994
Job Managing Partner at WorkStream Solutions, LLC
Industry Management Consulting
Experience
WorkStream Solutions, LLC 2001 - Present
Novartis 2007 - Present
Wellington Management Company, LLP 1999 - 2001
Mellon Bank, N.A. 1997 - 1999
The Chase Manhattan Bank, N.A. 1994 - 1997
Credit Suisse 1992 - 1994
Skills
Licensing, PMP, Change Management, Management, Business Process, Integration, Strategy, Project Management, Cross-functional Team..., Strategic Partnerships, Strategic Planning, Process Improvement
Education
Colgate University 1988 — 1992
B.A.
WorkStream Solutions, LLC 2001 - Present
Novartis 2007 - Present
Wellington Management Company, LLP 1999 - 2001
Mellon Bank, N.A. 1997 - 1999
The Chase Manhattan Bank, N.A. 1994 - 1997
Credit Suisse 1992 - 1994
Skills
Licensing, PMP, Change Management, Management, Business Process, Integration, Strategy, Project Management, Cross-functional Team..., Strategic Partnerships, Strategic Planning, Process Improvement
Education
Colgate University 1988 — 1992
B.A.
David Rosso David Rosso's Credit Suisse Experience January 2011 - Present
Job Assistant Vice President of Finance, Projects & Business Mgmt at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2011 - Present
Brown's Country Services May 2008 - April 2011
G'Housen Beverage May 2007 - September 2007
Skills
Microsoft Office, PowerPoint, Management, Microsoft Word
Education
Colby-Sawyer College 2006 — 2010
BS in Sport Management and Minor in Business, Sport Management and Business
Twin Valley High School
Twin Valley High School
Credit Suisse January 2011 - Present
Brown's Country Services May 2008 - April 2011
G'Housen Beverage May 2007 - September 2007
Skills
Microsoft Office, PowerPoint, Management, Microsoft Word
Education
Colby-Sawyer College 2006 — 2010
BS in Sport Management and Minor in Business, Sport Management and Business
Twin Valley High School
Twin Valley High School
Beth Scanlan, CFP®, MBA Beth Scanlan, CFP®, MBA's Credit Suisse Experience February 2009 - Present
Job Director, Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2009 - Present
Environmental Volunteers July 2012 - September 2014
Smith Barney October 1988 - February 2009
EAInvest, Inc. November 1997 - October 2002
Skills
Non-profit Leadership, Personal Financial..., Portfolio Management, Training
Education
University of California, Berkeley, Haas School of Business 1997 — 2000
MBA, Finance, Entreprenuership
College for Financial Planning 1987 — 1990
CFP, Financial Planning
University of California, Berkeley
BA, Legal Studies, Mass Communications
Credit Suisse February 2009 - Present
Environmental Volunteers July 2012 - September 2014
Smith Barney October 1988 - February 2009
EAInvest, Inc. November 1997 - October 2002
Skills
Non-profit Leadership, Personal Financial..., Portfolio Management, Training
Education
University of California, Berkeley, Haas School of Business 1997 — 2000
MBA, Finance, Entreprenuership
College for Financial Planning 1987 — 1990
CFP, Financial Planning
University of California, Berkeley
BA, Legal Studies, Mass Communications
Byron Cartozian Byron Cartozian's Credit Suisse Experience December 1990 - September 1999
Job Director Business Development & CRM at Industrial Search Partners
Industry Program Development
Experience
Industrial Search Partners May 2015 - Present
BCartozian Business Development Services February 2014 - May 2015
BroadReach Partners January 2012 - February 2014
Straight Talk Advisors September 2009 - December 2011
Investment Management Institute (IMI) April 2007 - March 2009
BCartozian Financial Consultants September 2002 - April 2007
Bear Stearns October 2000 - September 2002
Bloomberg LP September 1999 - October 2000
Credit Suisse December 1990 - September 1999
Citibank November 1988 - November 1990
Skills
Business Development, Solution Selling, Client Development, B2B Marketing, Institutional Sales, Relationship Management, Sales, Business Planning, Strategy, Finance, Financial Services, CRM, Leadership, Sales Process, Investments, Employee Benefits, Marketing, New Business Development, Retirement Planning, SaaS, Trading, Selling, Personal Financial..., Portfolio Management, Research, Life Insurance, Salesforce.com, Small Business, Health Insurance, Strategic Financial..., Wealth Management, Sales Management, Strategic Partnerships, Lead Generation, Account Management, Management Consulting, Executive Management, Small Business Marketing, Institutional Research, Electronic Trading, Series 63, Bloomberg, Equities, Insurance, Analysis, Investment Management, Cold Calling, B2B, B2B Marketing Strategy, Consultative Sales...
Education
University of Dayton
BA, English/Communications
US State Dept. Foreign Service Institute
Foreign Area Officer, Near and Middle Eastern Studies
College for Financial Planning
Certified Financial Planner (CFP), Financial Planning and Services
Dale Carnegie
Public Speaking
Online Trading Academy
Online Trading
North Carolina State University
International Relations, Business
Pace University
Taxation, Marketing, Management
Industrial Search Partners May 2015 - Present
BCartozian Business Development Services February 2014 - May 2015
BroadReach Partners January 2012 - February 2014
Straight Talk Advisors September 2009 - December 2011
Investment Management Institute (IMI) April 2007 - March 2009
BCartozian Financial Consultants September 2002 - April 2007
Bear Stearns October 2000 - September 2002
Bloomberg LP September 1999 - October 2000
Credit Suisse December 1990 - September 1999
Citibank November 1988 - November 1990
Skills
Business Development, Solution Selling, Client Development, B2B Marketing, Institutional Sales, Relationship Management, Sales, Business Planning, Strategy, Finance, Financial Services, CRM, Leadership, Sales Process, Investments, Employee Benefits, Marketing, New Business Development, Retirement Planning, SaaS, Trading, Selling, Personal Financial..., Portfolio Management, Research, Life Insurance, Salesforce.com, Small Business, Health Insurance, Strategic Financial..., Wealth Management, Sales Management, Strategic Partnerships, Lead Generation, Account Management, Management Consulting, Executive Management, Small Business Marketing, Institutional Research, Electronic Trading, Series 63, Bloomberg, Equities, Insurance, Analysis, Investment Management, Cold Calling, B2B, B2B Marketing Strategy, Consultative Sales...
Education
University of Dayton
BA, English/Communications
US State Dept. Foreign Service Institute
Foreign Area Officer, Near and Middle Eastern Studies
College for Financial Planning
Certified Financial Planner (CFP), Financial Planning and Services
Dale Carnegie
Public Speaking
Online Trading Academy
Online Trading
North Carolina State University
International Relations, Business
Pace University
Taxation, Marketing, Management
Amy Steigerwald Amy Steigerwald's Credit Suisse Experience July 2010 - March 2012
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Credit Suisse July 2010 - March 2012
Credit Suisse June 2009 - August 2009
BNY Mellon September 2005 - July 2008
Skills
Alternative Investments, Bloomberg, Equities, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Strategy, Valuation, Private Equity, Series 7
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and German
Morgan Stanley March 2012 - Present
Credit Suisse July 2010 - March 2012
Credit Suisse June 2009 - August 2009
BNY Mellon September 2005 - July 2008
Skills
Alternative Investments, Bloomberg, Equities, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Strategy, Valuation, Private Equity, Series 7
Education
Georgetown University - The McDonough School of Business 2008 — 2010
MBA
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and German
Ana Colón Ana Colón's Credit Suisse Experience September 2008 - June 2009
Job Administrative Assistant
Industry Nonprofit Organization Management
Experience
Atlantic Avenue Local Development Corporation December 2013 - Present
College of Mount Saint Vincent June 2010 - May 2013
College of Mount Saint Vincent January 2010 - May 2013
College of Mount Saint Vincent June 2010 - June 2012
Credit Suisse September 2008 - June 2009
JPMorgan Chase September 2007 - June 2008
WTAS September 2006 - June 2007
Museum of the City of New York June 2006 - December 2006
Simpson Thacher & Bartlett LLP September 2005 - June 2006
Skills
Microsoft Excel, SPSS, QuickBooks, Microsoft Office, Non-profit..., Customer Service, Office Administration, PowerPoint, Teamwork, Bilingual-English/Spanis..., Driving License, Early Childhood..., Research, Cash Handling Experience, Customer Satisfaction, Admissions Counseling, Higher Education, Phone Etiquette, Cashiering
Education
Stony Brook University 2014 — 2016
Master of Arts (M.A.), Higher Education/Higher Education Administration
College of Mount Saint Vincent 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Cristo Rey New York High School 2005 — 2009
High School Diploma
Atlantic Avenue Local Development Corporation December 2013 - Present
College of Mount Saint Vincent June 2010 - May 2013
College of Mount Saint Vincent January 2010 - May 2013
College of Mount Saint Vincent June 2010 - June 2012
Credit Suisse September 2008 - June 2009
JPMorgan Chase September 2007 - June 2008
WTAS September 2006 - June 2007
Museum of the City of New York June 2006 - December 2006
Simpson Thacher & Bartlett LLP September 2005 - June 2006
Skills
Microsoft Excel, SPSS, QuickBooks, Microsoft Office, Non-profit..., Customer Service, Office Administration, PowerPoint, Teamwork, Bilingual-English/Spanis..., Driving License, Early Childhood..., Research, Cash Handling Experience, Customer Satisfaction, Admissions Counseling, Higher Education, Phone Etiquette, Cashiering
Education
Stony Brook University 2014 — 2016
Master of Arts (M.A.), Higher Education/Higher Education Administration
College of Mount Saint Vincent 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Cristo Rey New York High School 2005 — 2009
High School Diploma
Wade Poplawski Wade Poplawski's Credit Suisse Experience April 2012 - Present
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2012 - Present
Rapid City Rush Professional 2011 - 2011
BCV Asset Management 2010 - 2010
Skills
Valuation, Investment Banking, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Derivatives, Quantitative Analytics, Public Speaking
Education
Colgate University 2007 — 2011
Economics
Credit Suisse April 2012 - Present
Rapid City Rush Professional 2011 - 2011
BCV Asset Management 2010 - 2010
Skills
Valuation, Investment Banking, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Derivatives, Quantitative Analytics, Public Speaking
Education
Colgate University 2007 — 2011
Economics
Kennen MacKay, Ph.D. Kennen MacKay, Ph.D.'s Credit Suisse Experience September 2015 - Present
Job Vice President Biotechnology Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
Citi February 2015 - September 2015
Citi October 2013 - February 2015
Found Animals Foundation July 2013 - October 2013
UCLA November 2012 - June 2013
UCLA July 2006 - November 2012
Colorado College September 2005 - May 2006
Howard Hughes Medical Institute June 2004 - September 2005
Skills
Biochemistry, Protein Chemistry, Molecular Biology, Protein Purification, Protein Expression, Mouse Models, Mass Spectrometry, HPLC, Proteomics, Molecular Genetics, Biotechnology, Cell Culture, Series 7
Education
UCLA 2012 — 2013
Postdoctoral Scholar, Biochemistry & Molecular Biology
UCLA 2006 — 2012
PhD, Biochemistry
Colorado College 2001 — 2005
Bachelor of Arts (B.A.), Biochemistry
Claremont High
Credit Suisse September 2015 - Present
Citi February 2015 - September 2015
Citi October 2013 - February 2015
Found Animals Foundation July 2013 - October 2013
UCLA November 2012 - June 2013
UCLA July 2006 - November 2012
Colorado College September 2005 - May 2006
Howard Hughes Medical Institute June 2004 - September 2005
Skills
Biochemistry, Protein Chemistry, Molecular Biology, Protein Purification, Protein Expression, Mouse Models, Mass Spectrometry, HPLC, Proteomics, Molecular Genetics, Biotechnology, Cell Culture, Series 7
Education
UCLA 2012 — 2013
Postdoctoral Scholar, Biochemistry & Molecular Biology
UCLA 2006 — 2012
PhD, Biochemistry
Colorado College 2001 — 2005
Bachelor of Arts (B.A.), Biochemistry
Claremont High
Trieu Le Trieu Le's Credit Suisse Experience February 2006 - April 2006
Job Financial Services Professional
Industry Financial Services
Experience
Quasar Trading July 2011 - August 2012
Goldman Sachs July 2006 - May 2008
Credit Suisse February 2006 - April 2006
Carlin Financial Group November 2003 - November 2005
esolis September 2002 - April 2003
Hold Brothers Capital, LLC July 2000 - April 2001
Young Scholars Liberty Partnership Program of Utica College of Syracuse University August 1997 - August 1998
Skills
Microsoft Office, Photoshop, Bloomberg, Reuters, EDGAR, DTC, Series 7, Series 55, Series 56, Series 63, Vietnamese, French
Education
Colgate University 1994 — 1999
Bachelor of Arts (BA)
Quasar Trading July 2011 - August 2012
Goldman Sachs July 2006 - May 2008
Credit Suisse February 2006 - April 2006
Carlin Financial Group November 2003 - November 2005
esolis September 2002 - April 2003
Hold Brothers Capital, LLC July 2000 - April 2001
Young Scholars Liberty Partnership Program of Utica College of Syracuse University August 1997 - August 1998
Skills
Microsoft Office, Photoshop, Bloomberg, Reuters, EDGAR, DTC, Series 7, Series 55, Series 56, Series 63, Vietnamese, French
Education
Colgate University 1994 — 1999
Bachelor of Arts (BA)
John Bryant, CPA, CFE John Bryant, CPA, CFE's Credit Suisse Experience October 2008 - October 2010
Job Controller at Quanta Technology
Industry Oil & Energy
Experience
Quanta Technology April 2011 - Present
Murphy & Murphy, CPA, LLC October 2010 - January 2011
Credit Suisse October 2008 - October 2010
Investors Title Insurance Company December 2007 - October 2008
Investors Title Management Services, Inc May 2007 - December 2007
Investors Title Insurance Company March 2006 - May 2007
Community Bank of Tri-County January 2005 - February 2006
Radio-TV Monitoring Service, Inc July 1999 - December 2004
Skills
Accounting, Financial Reporting, Management, General Ledger, Financial Analysis, Process Improvement, Auditing, Accruals, Finance, Internal Controls, Risk Management, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Accounts Payable, Cash Flow, Financial Statements, Accounts Receivable, Forecasting, Sarbanes-Oxley, Fixed Assets, Certified Fraud Examiner
Education
Utica College 2009 — 2010
MBA, Accounting
College of Southern Maryland
Certificate, Accounting
Frostburg State University
Bachelor's, Mass Communications
Quanta Technology April 2011 - Present
Murphy & Murphy, CPA, LLC October 2010 - January 2011
Credit Suisse October 2008 - October 2010
Investors Title Insurance Company December 2007 - October 2008
Investors Title Management Services, Inc May 2007 - December 2007
Investors Title Insurance Company March 2006 - May 2007
Community Bank of Tri-County January 2005 - February 2006
Radio-TV Monitoring Service, Inc July 1999 - December 2004
Skills
Accounting, Financial Reporting, Management, General Ledger, Financial Analysis, Process Improvement, Auditing, Accruals, Finance, Internal Controls, Risk Management, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Accounts Payable, Cash Flow, Financial Statements, Accounts Receivable, Forecasting, Sarbanes-Oxley, Fixed Assets, Certified Fraud Examiner
Education
Utica College 2009 — 2010
MBA, Accounting
College of Southern Maryland
Certificate, Accounting
Frostburg State University
Bachelor's, Mass Communications
Frank Bergonzi Frank Bergonzi's Credit Suisse Experience July 2015 - Present
Job Investment Banking Analyst, Healthcare at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Weeden & Co. June 2012 - August 2012
Skills
Banking, Corporate Finance, Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Finance, Investments, Portfolio Management, Valuation
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
University of Notre Dame - Mendoza College of Business 2013 — 2013
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Weeden & Co. June 2012 - August 2012
Skills
Banking, Corporate Finance, Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Finance, Investments, Portfolio Management, Valuation
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
University of Notre Dame - Mendoza College of Business 2013 — 2013
Eric Zamore Eric Zamore's Credit Suisse Experience April 2001 - September 2013
Job Director at Credit Suisse Private Fund Group
Industry Law Practice
Experience
Credit Suisse Private Fund Group September 2013 - Present
Credit Suisse April 2001 - September 2013
Koufman, Williams & DeIulis November 1993 - November 1999
Skills
Alternative Investments, Private Equity, Volcker, Dodd-Frank, Private Placements, Securities Regulation, Securities, Corporate Law, Contract Negotiation, Due Diligence, Cross-border..., AML, Corporate Governance, Corporate Finance, Litigation, Joint Ventures, Hedge Funds
Education
University of Denver - Sturm College of Law 1990 — 1993
JD
Colgate University 1985 — 1989
Bachelor of Arts, History
Hopkins Grammar Day School 1981 — 1985
Hopkins
Credit Suisse Private Fund Group September 2013 - Present
Credit Suisse April 2001 - September 2013
Koufman, Williams & DeIulis November 1993 - November 1999
Skills
Alternative Investments, Private Equity, Volcker, Dodd-Frank, Private Placements, Securities Regulation, Securities, Corporate Law, Contract Negotiation, Due Diligence, Cross-border..., AML, Corporate Governance, Corporate Finance, Litigation, Joint Ventures, Hedge Funds
Education
University of Denver - Sturm College of Law 1990 — 1993
JD
Colgate University 1985 — 1989
Bachelor of Arts, History
Hopkins Grammar Day School 1981 — 1985
Hopkins
David W. Miller David W. Miller's Credit Suisse Experience 1994 - 1997
Job JP Morgan Chase & Co. Managing Director
Industry Capital Markets
Experience
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase & Co. June 2005 - January 2014
UBS Investment Bank 2001 - 2005
Newedge (Fimat) 2000 - 2001
Refco 1997 - 2000
Credit Suisse 1994 - 1997
Gold, Farrell & Marks 1993 - 1994
U.S. Securities and Exchange Commission 1988 - 1993
Education
The George Washington University Law School 1985 — 1988
Doctor of Law (JD)
Colgate University 1981 — 1985
BA, History
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase & Co. June 2005 - January 2014
UBS Investment Bank 2001 - 2005
Newedge (Fimat) 2000 - 2001
Refco 1997 - 2000
Credit Suisse 1994 - 1997
Gold, Farrell & Marks 1993 - 1994
U.S. Securities and Exchange Commission 1988 - 1993
Education
The George Washington University Law School 1985 — 1988
Doctor of Law (JD)
Colgate University 1981 — 1985
BA, History
Jim McMillan Jim McMillan's Credit Suisse Experience 2001 - 2005
Job Institutional Sales and Relationship Management Professional Alternative and Traditional Investments
Industry Investment Management
Experience
Investcorp 2009 - 2013
The Blackstone Group 2007 - 2008
FRM 2005 - 2007
Credit Suisse 2001 - 2005
Goldman Sachs 2000 - 2001
JPMorgan Chase 1999 - 2000
Skills
Sales, Relationship Management, Marketing, Sales Presentations, Marketing Strategy, Sales Management, Hedge Funds, Fund Of Funds, Alternative Investments, Investment Management, Commercial Real Estate, Real Estate Private..., Private Equity
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
Investcorp 2009 - 2013
The Blackstone Group 2007 - 2008
FRM 2005 - 2007
Credit Suisse 2001 - 2005
Goldman Sachs 2000 - 2001
JPMorgan Chase 1999 - 2000
Skills
Sales, Relationship Management, Marketing, Sales Presentations, Marketing Strategy, Sales Management, Hedge Funds, Fund Of Funds, Alternative Investments, Investment Management, Commercial Real Estate, Real Estate Private..., Private Equity
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
Isaac Freedman's Credit Suisse Experience June 2013 - August 2013
Job Investment Banking Analyst
Industry Banking
Experience
Goldman Sachs July 2014 - Present
Credit Suisse June 2013 - August 2013
Fidelity Investments May 2011 - August 2012
Cynthia Creem for Senate May 2011 - August 2011
Miss Jeanies Catering 2009 - 2011
Ken Parker for Mayor of Newton May 2010 - August 2010
Skills
Community Outreach, Data Analysis, Market Research, Leadership, Finance, Event Planning, Customer Service, Facebook, Fundraising, Strategic Planning, Social Networking, Access, International Relations, Marketing, Social Media Marketing, Editing, Government, English, Critical Thinking, Marketing Research, Politics, Portfolio Management, Investment Banking
Education
Georgetown University 2011 — 2014
Bachelor of Arts, Government, Economics
Colgate University 2010 — 2011
Transferred, Political Science and Government
Newton South High School 2006 — 2010
High School Diploma
Goldman Sachs July 2014 - Present
Credit Suisse June 2013 - August 2013
Fidelity Investments May 2011 - August 2012
Cynthia Creem for Senate May 2011 - August 2011
Miss Jeanies Catering 2009 - 2011
Ken Parker for Mayor of Newton May 2010 - August 2010
Skills
Community Outreach, Data Analysis, Market Research, Leadership, Finance, Event Planning, Customer Service, Facebook, Fundraising, Strategic Planning, Social Networking, Access, International Relations, Marketing, Social Media Marketing, Editing, Government, English, Critical Thinking, Marketing Research, Politics, Portfolio Management, Investment Banking
Education
Georgetown University 2011 — 2014
Bachelor of Arts, Government, Economics
Colgate University 2010 — 2011
Transferred, Political Science and Government
Newton South High School 2006 — 2010
High School Diploma
Ryan Trow Ryan Trow's Credit Suisse Experience June 2005 - August 2007
Job International Sales Manager at Slate Magazine
Industry Broadcast Media
Experience
Slate Magazine January 2015 - Present
Slate Magazine February 2012 - December 2014
Time Inc. April 2011 - March 2012
Shazam Entertainment December 2010 - April 2011
Turner Broadcasting System February 2009 - December 2010
One East Partners August 2007 - February 2008
Credit Suisse June 2005 - August 2007
Skills
Digital Media, Online Advertising, Digital Marketing, Digital Strategy
Education
Colgate University 2001 — 2005
Bachelor of Arts, Neuroscience
Slate Magazine January 2015 - Present
Slate Magazine February 2012 - December 2014
Time Inc. April 2011 - March 2012
Shazam Entertainment December 2010 - April 2011
Turner Broadcasting System February 2009 - December 2010
One East Partners August 2007 - February 2008
Credit Suisse June 2005 - August 2007
Skills
Digital Media, Online Advertising, Digital Marketing, Digital Strategy
Education
Colgate University 2001 — 2005
Bachelor of Arts, Neuroscience
Jill McCormack Jill McCormack's Credit Suisse Experience March 1998 - October 2001
Job IT Communications & Training Manager at Parsons
Industry Construction
Experience
Parsons July 2009 - Present
Parsons June 2007 - July 2009
Perot Systems January 2004 - January 2007
Cogent Partners February 2003 - January 2004
Dresdner Kleinwort Wasserstein January 2002 - February 2003
Credit Suisse March 1998 - October 2001
Ericsson June 1995 - March 1998
Skills
Content Development, Team Leadership, Corporate Communications, Newsletters, Technical Writing, SharePoint, Microsoft Office, Technical Documentation, RoboHelp, Software Documentation, Adobe Acrobat, Visio, PowerPoint, Management, Training, Program Management, Leadership, Access, Integration, Process Improvement, Engineering, Process Scheduler, Contract Management, Strategy, Budgets, Analysis, Team Building
Education
Collin County Community College
Multimedia
University of North Texas
Business
Parsons July 2009 - Present
Parsons June 2007 - July 2009
Perot Systems January 2004 - January 2007
Cogent Partners February 2003 - January 2004
Dresdner Kleinwort Wasserstein January 2002 - February 2003
Credit Suisse March 1998 - October 2001
Ericsson June 1995 - March 1998
Skills
Content Development, Team Leadership, Corporate Communications, Newsletters, Technical Writing, SharePoint, Microsoft Office, Technical Documentation, RoboHelp, Software Documentation, Adobe Acrobat, Visio, PowerPoint, Management, Training, Program Management, Leadership, Access, Integration, Process Improvement, Engineering, Process Scheduler, Contract Management, Strategy, Budgets, Analysis, Team Building
Education
Collin County Community College
Multimedia
University of North Texas
Business
Ricky Juarez Ricky Juarez's Credit Suisse Experience January 2013 - June 2014
Job Business Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank , USA August 2015 - Present
Enterprise Financial Management Consulting December 2010 - June 2015
UBS November 2014 - April 2015
Deutsche Bank, August 2014 - October 2014
Credit Suisse January 2013 - June 2014
Santander UK Corporate & Commercial February 2011 - August 2012
Barclays Capital February 2011 - August 2011
ING Central Europe January 2009 - September 2010
Citigroup January 2005 - February 2008
Oracle January 1997 - January 2005
Skills
Basel II, Credit Risk, Market Risk, Interest Rate..., Fixed Income, Financial Services, Basel III, RWA, Oracle Applications, Equity Derivatives, Bonds, Securities Lending, Dodd-Frank, Portfolio Recon, OTC Derivatives, FX Options, Futures, Options, EMIR, Banking, Business Analysis, Financial Risk
Education
Florida State University - College of Business 1993 — 1996
Bachelor of Science, Finance / Economics
Colby College 1992 — 1994
BA, Economics
Deutsche Bank , USA August 2015 - Present
Enterprise Financial Management Consulting December 2010 - June 2015
UBS November 2014 - April 2015
Deutsche Bank, August 2014 - October 2014
Credit Suisse January 2013 - June 2014
Santander UK Corporate & Commercial February 2011 - August 2012
Barclays Capital February 2011 - August 2011
ING Central Europe January 2009 - September 2010
Citigroup January 2005 - February 2008
Oracle January 1997 - January 2005
Skills
Basel II, Credit Risk, Market Risk, Interest Rate..., Fixed Income, Financial Services, Basel III, RWA, Oracle Applications, Equity Derivatives, Bonds, Securities Lending, Dodd-Frank, Portfolio Recon, OTC Derivatives, FX Options, Futures, Options, EMIR, Banking, Business Analysis, Financial Risk
Education
Florida State University - College of Business 1993 — 1996
Bachelor of Science, Finance / Economics
Colby College 1992 — 1994
BA, Economics
Heather Mac Kenzie Perrin Heather Mac Kenzie Perrin's Credit Suisse Experience March 2010 - Present
Job AVP, Talent Sourcing Specialist, Credit Suisse
Industry Banking
Experience
Credit Suisse March 2010 - Present
Yoga Effects January 2009 - June 2011
Simpson Thacher & Bartlett May 2005 - February 2010
Hughes Hubbard & Reed July 2004 - May 2005
PepsiCo May 2002 - August 2002
Skills
Research, Negotiation, Customer Relations, Excel, Equities, Recruiting, Human Resources, Spanish, Microsoft Office, Employee Relations, Strategic Planning, Contract Negotiation, Project Management, Nonprofits, Event Planning, Social Media, Leadership, Strategy, Program Management, Microsoft Excel
Education
Colgate University 2000 — 2003
BA, Psychology
Greenwich High School 1995 — 1999
Credit Suisse March 2010 - Present
Yoga Effects January 2009 - June 2011
Simpson Thacher & Bartlett May 2005 - February 2010
Hughes Hubbard & Reed July 2004 - May 2005
PepsiCo May 2002 - August 2002
Skills
Research, Negotiation, Customer Relations, Excel, Equities, Recruiting, Human Resources, Spanish, Microsoft Office, Employee Relations, Strategic Planning, Contract Negotiation, Project Management, Nonprofits, Event Planning, Social Media, Leadership, Strategy, Program Management, Microsoft Excel
Education
Colgate University 2000 — 2003
BA, Psychology
Greenwich High School 1995 — 1999
Nathan Siegal's Credit Suisse Experience 2007 - 2011
Job Financial Services Professional and Entrepren...
Industry Financial Services
Experience
Valic Financial Advisors 2011 - Present
Credit Suisse 2007 - 2011
Credit Suisse 2006 - 2007
Natixis 2005 - 2005
Skills
Fixed Income, Trading, Hedge Funds, Derivatives, CDO, Bloomberg, Equities, Alternative Investments, Finance, Securities, Series 7, Series 63, Bonds, Mutual Funds, Investments, Financial Planning
Education
Colgate University 2003 — 2007
BA, Economics, Psychology
Riverdale Country School 1999 — 2003
Valic Financial Advisors 2011 - Present
Credit Suisse 2007 - 2011
Credit Suisse 2006 - 2007
Natixis 2005 - 2005
Skills
Fixed Income, Trading, Hedge Funds, Derivatives, CDO, Bloomberg, Equities, Alternative Investments, Finance, Securities, Series 7, Series 63, Bonds, Mutual Funds, Investments, Financial Planning
Education
Colgate University 2003 — 2007
BA, Economics, Psychology
Riverdale Country School 1999 — 2003
Ellie Crowley's Credit Suisse Experience June 2015 - Present
Job
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Sablière Society March 2013 - Present
NBC April 2014 - April 2014
The Angiogenesis Foundation September 2013 - April 2014
NBC January 2014 - February 2014
Harvard Undergraduates Speak February 2013 - December 2013
NBC June 2013 - August 2013
The Harvard Crimson January 2013 - May 2013
Education
Harvard University 2012 — 2016
English
College of Charleston 2011 — 2012
Communications and Spanish
Credit Suisse June 2015 - Present
Sablière Society March 2013 - Present
NBC April 2014 - April 2014
The Angiogenesis Foundation September 2013 - April 2014
NBC January 2014 - February 2014
Harvard Undergraduates Speak February 2013 - December 2013
NBC June 2013 - August 2013
The Harvard Crimson January 2013 - May 2013
Education
Harvard University 2012 — 2016
English
College of Charleston 2011 — 2012
Communications and Spanish
Kristina Schad Kristina Schad's Credit Suisse Experience October 2010 - November 2012
Job Attorney and Compliance Officer
Industry Banking
Experience
UBS January 2015 - Present
Barclays Capital February 2013 - January 2015
Credit Suisse October 2010 - November 2012
Partners Group June 2007 - September 2010
Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Investments, Capital Markets, Management, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Banking, Investment Banking, Derivatives
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc, Law and Accounting
Whittier Law School 2002 — 2005
Juris Doctor, Law
College of Saint Elizabeth 1998 — 2002
BA, Economics and Finance
UBS January 2015 - Present
Barclays Capital February 2013 - January 2015
Credit Suisse October 2010 - November 2012
Partners Group June 2007 - September 2010
Skills
Private Equity, Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Investments, Capital Markets, Management, Financial Structuring, Corporate Finance, Mergers & Acquisitions, Banking, Investment Banking, Derivatives
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
MSc, Law and Accounting
Whittier Law School 2002 — 2005
Juris Doctor, Law
College of Saint Elizabeth 1998 — 2002
BA, Economics and Finance
Ward Savage Ward Savage's Credit Suisse Experience May 2010 - April 2014
Job Vice President at Credit Value Partners
Industry Financial Services
Experience
Credit Value Partners April 2014 - Present
Credit Suisse May 2010 - April 2014
Credit Suisse June 2009 - August 2009
United States Marine Corps June 2004 - February 2008
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Due Diligence, Equities, Financial Analysis, Fixed Income, Investment Banking, Investments, Leadership, Private Equity, Restructuring, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Colby College 1998 — 2002
BA, Economics
Credit Value Partners April 2014 - Present
Credit Suisse May 2010 - April 2014
Credit Suisse June 2009 - August 2009
United States Marine Corps June 2004 - February 2008
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Capital Markets, Bloomberg, Corporate Finance, Due Diligence, Equities, Financial Analysis, Fixed Income, Investment Banking, Investments, Leadership, Private Equity, Restructuring, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Colby College 1998 — 2002
BA, Economics
Lisa Bonfantini Lisa Bonfantini's Credit Suisse Experience June 2015 - Present
Job Private Banking Americas Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2015 - Present
Booz Allen Hamilton February 2014 - May 2015
Clean Currents August 2012 - January 2014
Keep America Beautiful June 2012 - July 2012
OurEarth.org June 2011 - August 2011
Natural Resources Defense Council December 2010 - January 2011
Skills
Leadership, Nonprofits, Editing, Public Speaking, Environmental Awareness, PowerPoint, Event Planning, Climate Change, Strategic Planning, Microsoft Office
Education
Colgate University 2008 — 2012
Bachelor of Arts, Environmental Biology
James Cook University
John Jay High School
Credit Suisse June 2015 - Present
Booz Allen Hamilton February 2014 - May 2015
Clean Currents August 2012 - January 2014
Keep America Beautiful June 2012 - July 2012
OurEarth.org June 2011 - August 2011
Natural Resources Defense Council December 2010 - January 2011
Skills
Leadership, Nonprofits, Editing, Public Speaking, Environmental Awareness, PowerPoint, Event Planning, Climate Change, Strategic Planning, Microsoft Office
Education
Colgate University 2008 — 2012
Bachelor of Arts, Environmental Biology
James Cook University
John Jay High School
Gabi Koshgarian's Credit Suisse Experience June 2012 - August 2012
Job Corporate Financial Analyst at Harvest Power, Inc.
Industry Renewables & Environment
Experience
Harvest Power, Inc. February 2015 - Present
EMC August 2014 - February 2015
EMC July 2013 - August 2014
Credit Suisse June 2012 - August 2012
U.S. Department of Education January 2012 - May 2012
Skills
Microsoft Office, Analysis, Leadership, Finance, Equity Research, Investments, Microsoft Word, Accounting, Corporate Finance, Microsoft Excel, PowerPoint, Financial Modeling, Social Media, Public Speaking, Financial Analysis
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Harvest Power, Inc. February 2015 - Present
EMC August 2014 - February 2015
EMC July 2013 - August 2014
Credit Suisse June 2012 - August 2012
U.S. Department of Education January 2012 - May 2012
Skills
Microsoft Office, Analysis, Leadership, Finance, Equity Research, Investments, Microsoft Word, Accounting, Corporate Finance, Microsoft Excel, PowerPoint, Financial Modeling, Social Media, Public Speaking, Financial Analysis
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics
Vanessa Burke Vanessa Burke's Credit Suisse Experience August 2008 - August 2009
Job 3rd Grade Teacher at Chicago Public Schools
Industry Primary/Secondary Education
Experience
Chicago Public Schools September 2012 - Present
Chicago International Charter School January 2012 - June 2013
Chicago International Charter School August 2011 - January 2012
Wyckoff School District September 2010 - June 2011
NYC Public School January 2010 - May 2010
NYC Public Schools September 2009 - December 2009
Credit Suisse August 2008 - August 2009
Fitch Ratings July 2006 - June 2008
Price Waterhouse Coopers June 2005 - August 2005
Eurosif 2004 - 2004
Skills
Teaching, Mathematics, Data Analysis
Education
Teachers College of Columbia University 2009 — 2010
Masters Degree, Elementary Inclusive Education
Colgate University 2002 — 2006
BA, Mathematical Economics
Chicago Public Schools September 2012 - Present
Chicago International Charter School January 2012 - June 2013
Chicago International Charter School August 2011 - January 2012
Wyckoff School District September 2010 - June 2011
NYC Public School January 2010 - May 2010
NYC Public Schools September 2009 - December 2009
Credit Suisse August 2008 - August 2009
Fitch Ratings July 2006 - June 2008
Price Waterhouse Coopers June 2005 - August 2005
Eurosif 2004 - 2004
Skills
Teaching, Mathematics, Data Analysis
Education
Teachers College of Columbia University 2009 — 2010
Masters Degree, Elementary Inclusive Education
Colgate University 2002 — 2006
BA, Mathematical Economics
Derek Richter Derek Richter's Credit Suisse Experience June 2012 - July 2012
Job Commercial Real Estate Finance Analyst at Guggenheim Partners at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners July 2014 - Present
Colgate University November 2012 - April 2014
Guggenheim Partners July 2013 - August 2013
Guggenheim Partners June 2013 - July 2013
Credit Suisse June 2012 - July 2012
Locust Wood Capital July 2011 - July 2011
Van Cleef, Jordan, and Wood Inc May 2011 - June 2011
Casual Water, Pool and Spa Professionals April 2009 - August 2010
Bronxville Youth Council October 2007 - July 2010
Camp Agawam June 2008 - August 2008
Education
Colgate University 2010 — 2014
Bachelor of Arts, Economics; Sociology and Anthropology
Bronxville High School 2006 — 2010
Guggenheim Partners July 2014 - Present
Colgate University November 2012 - April 2014
Guggenheim Partners July 2013 - August 2013
Guggenheim Partners June 2013 - July 2013
Credit Suisse June 2012 - July 2012
Locust Wood Capital July 2011 - July 2011
Van Cleef, Jordan, and Wood Inc May 2011 - June 2011
Casual Water, Pool and Spa Professionals April 2009 - August 2010
Bronxville Youth Council October 2007 - July 2010
Camp Agawam June 2008 - August 2008
Education
Colgate University 2010 — 2014
Bachelor of Arts, Economics; Sociology and Anthropology
Bronxville High School 2006 — 2010
Dane Fraser's Credit Suisse Experience August 2011 - Present
Job Senior Strategist of Alternative Investments at UBS Wealth Management
Industry Investment Management
Experience
UBS Wealth Management July 2013 - Present
Credit Suisse August 2011 - Present
SkyBridge Capital July 2010 - July 2011
Citi Alternative Investments - Hedge Fund Management Group February 2006 - June 2010
Unilever 2001 - 2006
Skills
Hedge Funds, Investments, Securities, Capital Markets, Equities, Bonds, Capital, Fixed Income, Equity Derivatives, Portfolio Management, Private Equity, Trading, Investment Management, Credit, Asset Allocation, Financial Modeling, Alternative Investments, Fund Of Funds, Asset Managment, Risk Management, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Investment Banking, Bloomberg
Education
Colgate University 1997 — 2001
Bachelor of Arts
Phillips Exeter Academy 1996 — 1997
1997
Newburyport High School 1992 — 1996
UBS Wealth Management July 2013 - Present
Credit Suisse August 2011 - Present
SkyBridge Capital July 2010 - July 2011
Citi Alternative Investments - Hedge Fund Management Group February 2006 - June 2010
Unilever 2001 - 2006
Skills
Hedge Funds, Investments, Securities, Capital Markets, Equities, Bonds, Capital, Fixed Income, Equity Derivatives, Portfolio Management, Private Equity, Trading, Investment Management, Credit, Asset Allocation, Financial Modeling, Alternative Investments, Fund Of Funds, Asset Managment, Risk Management, Asset Management, Mergers & Acquisitions, Valuation, Due Diligence, Investment Banking, Bloomberg
Education
Colgate University 1997 — 2001
Bachelor of Arts
Phillips Exeter Academy 1996 — 1997
1997
Newburyport High School 1992 — 1996
Demian Gage's Credit Suisse Experience September 1990 - May 1995
Job CFO at Winstanley Enterprises
Industry Real Estate
Experience
Winstanley Enterprises LLC 2002 - Present
Stonebridge Associates July 1997 - November 2002
Shawmut Bank 1995 - 1997
Salomon Brothers 1996 - 1996
Credit Suisse September 1990 - May 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Colgate University 1986 — 1990
BA, Economics
Winstanley Enterprises LLC 2002 - Present
Stonebridge Associates July 1997 - November 2002
Shawmut Bank 1995 - 1997
Salomon Brothers 1996 - 1996
Credit Suisse September 1990 - May 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA, Finance
Colgate University 1986 — 1990
BA, Economics
Peter Neckles's Credit Suisse Experience July 2008 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2008 - Present
Moody's October 2003 - June 2008
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
College of the Holy Cross 1996 — 2000
BA
Fordham Prep
Credit Suisse July 2008 - Present
Moody's October 2003 - June 2008
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
College of the Holy Cross 1996 — 2000
BA
Fordham Prep
Thomas Kurian, CFA's Credit Suisse Experience June 2011 - Present
Job VP, Listed Derivatives Trading & Risk at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2011 - Present
Citigroup January 2007 - June 2011
Lava Trading August 2004 - December 2006
Fidessa July 2001 - July 2004
Skills
Derivatives, Equities, Investment Banking, Risk Management, Trading, Electronic Trading, Options, Portfolio Management, FX Options, Capital Markets, Securities, Fixed Income, Finance, Trading Systems, Financial Modeling, Hedge Funds
Education
Columbia University - Columbia Business School 2006 — 2007
Master of Business Administration (MBA)
University of Maryland College Park 1999 — 2001
MS, Mechanical Engineering (Computational Mechanics)
College of Engineering Pune 1994 — 1998
BE, Mechanical Engineering
Credit Suisse June 2011 - Present
Citigroup January 2007 - June 2011
Lava Trading August 2004 - December 2006
Fidessa July 2001 - July 2004
Skills
Derivatives, Equities, Investment Banking, Risk Management, Trading, Electronic Trading, Options, Portfolio Management, FX Options, Capital Markets, Securities, Fixed Income, Finance, Trading Systems, Financial Modeling, Hedge Funds
Education
Columbia University - Columbia Business School 2006 — 2007
Master of Business Administration (MBA)
University of Maryland College Park 1999 — 2001
MS, Mechanical Engineering (Computational Mechanics)
College of Engineering Pune 1994 — 1998
BE, Mechanical Engineering
Anil Ponamaneni's Credit Suisse Experience July 2007 - July 2012
Job Market Data and Analytics
Industry Computer Software
Experience
Hedge Fund (Macro and Fixed Income Arbitrage) April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ November 2012 - April 2015
Barclays Capital August 2010 - November 2012
Credit Suisse July 2007 - July 2012
Ipreo/I-deal June 2003 - June 2007
Lucent Technologies 1999 - 2000
Skills
Finance, SQL, .NET, Investment Banking, Derivatives, Trading Systems, Capital Markets, Equities, Fixed Income, Financial Risk, FX Options, VBA, Swaps
Education
Columbia University
Financial Engineering
Colorado State University
MS, Chemical Engineering
Indian Institute of Technology, Bombay
Bachelor of Technology (BTech), Chemical Engineering
Hedge Fund (Macro and Fixed Income Arbitrage) April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ November 2012 - April 2015
Barclays Capital August 2010 - November 2012
Credit Suisse July 2007 - July 2012
Ipreo/I-deal June 2003 - June 2007
Lucent Technologies 1999 - 2000
Skills
Finance, SQL, .NET, Investment Banking, Derivatives, Trading Systems, Capital Markets, Equities, Fixed Income, Financial Risk, FX Options, VBA, Swaps
Education
Columbia University
Financial Engineering
Colorado State University
MS, Chemical Engineering
Indian Institute of Technology, Bombay
Bachelor of Technology (BTech), Chemical Engineering
Shannon Keesee's Credit Suisse Experience May 2004 - December 2004
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Chatfield College September 2011 - Present
Mercy Montessori Center September 2004 - Present
Education at Work January 2013 - May 2013
Mom Corps Cincinnati September 2011 - October 2012
Fidelity Investments July 2005 - November 2007
Credit Suisse May 2004 - December 2004
William Blair & Company October 1999 - February 2002
Scudder Investments/Deutsche Bank September 1991 - September 1999
Skills
Marketing Communications, Relationship Management, Sales, Strategy, Marketing, Business Development, CRM, Management, Marketing Strategy, Leadership, Program Management
Education
University of Cincinnati College of Business 1995 — 1996
MBA
College of the Holy Cross 1987 — 1991
BA
Chatfield College September 2011 - Present
Mercy Montessori Center September 2004 - Present
Education at Work January 2013 - May 2013
Mom Corps Cincinnati September 2011 - October 2012
Fidelity Investments July 2005 - November 2007
Credit Suisse May 2004 - December 2004
William Blair & Company October 1999 - February 2002
Scudder Investments/Deutsche Bank September 1991 - September 1999
Skills
Marketing Communications, Relationship Management, Sales, Strategy, Marketing, Business Development, CRM, Management, Marketing Strategy, Leadership, Program Management
Education
University of Cincinnati College of Business 1995 — 1996
MBA
College of the Holy Cross 1987 — 1991
BA
Ben Shephard's Credit Suisse Experience July 2014 - Present
Job Associate at Credit Suisse in the Technology, Media and Telecommunications Investment Banking Group.
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Credit Suisse 2013 - 2013
Credit Suisse 2013 - 2013
Leumi Investment Services September 2007 - April 2012
Bank of America June 2005 - July 2007
Skills
Sales, Business Strategy, Strategic Partnerships, Strategy, Business Development, Financial Modeling, Direct Sales, Valuation, Business Analysis, Sales Operations, Sales Management, Analysis, Hedge Funds, Bloomberg, Emerging Markets, Equity Derivatives, Bonds, Private Banking, New Business Development, Digital Strategy, Predictive Analytics, Financial Analysis, Financial Services, Investment Banking, Model Portfolios, FX Options, Trading, Equities, Foreign Exchange, Fixed Income, FX trading, Structured Products
Education
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
College of the Holy Cross 2001 — 2005
Bachelor of Arts (B.A.), Spanish Major and Economics Minor
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Credit Suisse 2013 - 2013
Credit Suisse 2013 - 2013
Leumi Investment Services September 2007 - April 2012
Bank of America June 2005 - July 2007
Skills
Sales, Business Strategy, Strategic Partnerships, Strategy, Business Development, Financial Modeling, Direct Sales, Valuation, Business Analysis, Sales Operations, Sales Management, Analysis, Hedge Funds, Bloomberg, Emerging Markets, Equity Derivatives, Bonds, Private Banking, New Business Development, Digital Strategy, Predictive Analytics, Financial Analysis, Financial Services, Investment Banking, Model Portfolios, FX Options, Trading, Equities, Foreign Exchange, Fixed Income, FX trading, Structured Products
Education
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master's degree, International Studies
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
College of the Holy Cross 2001 — 2005
Bachelor of Arts (B.A.), Spanish Major and Economics Minor
Sarah Blanck's Credit Suisse Experience 2004 - 2006
Job Equity Analyst at 1837 Partners
Industry Investment Management
Experience
1837 Partners May 2011 - Present
BMO Capital Markets August 2010 - May 2011
Adobe Systems June 2009 - August 2009
Stone Point Capital 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Financial Modeling, LBO, Valuation, Private Equity, Due Diligence, Equities, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Investment Banking, Capital Markets, Venture Capital
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Analytical Finance, Analytical Consulting
Colgate University 2000 — 2004
BA, Economics, Chinese
1837 Partners May 2011 - Present
BMO Capital Markets August 2010 - May 2011
Adobe Systems June 2009 - August 2009
Stone Point Capital 2006 - 2008
Credit Suisse 2004 - 2006
Skills
Financial Modeling, LBO, Valuation, Private Equity, Due Diligence, Equities, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Investments, Investment Banking, Capital Markets, Venture Capital
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Analytical Finance, Analytical Consulting
Colgate University 2000 — 2004
BA, Economics, Chinese
Tara Pasquin Bischoff's Credit Suisse Experience September 1994 - March 1997
Job Sr. Manager, Consumer Relations at Pinnacle Foods
Industry Consumer Goods
Experience
Pinnacle Foods December 2014 - Present
Pinnacle Foods Group LLC June 2012 - November 2014
Bayer HealthCare August 2010 - June 2012
Bayer HealthCare December 2009 - July 2010
Bayer HealthCare November 2001 - December 2009
Unilever Cosmetics Int'l October 2000 - October 2001
Bobbi Brown Cosmetics June 1998 - October 2000
Gilliam & Co. 1997 - 1998
Credit Suisse September 1994 - March 1997
Skills
Fitness Instruction, Cross-functional Team..., Marketing, Strategic Thinking, Competitive Analysis, Project Management, Consumer Products, Packaging, Customer Service, Integrated Marketing, Team Building, Strategy, Customer Insight, Leadership, Marketing Strategy, Sales, CRM, Marketing Communications, Product Innovation, Retail, Call Centers, Pharmaceutical Industry
Education
Marist College 2012 — 2015
Master's Degree, Integrated Marketing Communications
College of Saint Elizabeth 2001 — 2004
Bachelor's Degree, Business Administration - Marketing
Fashion Institute of Technology 1996 — 1998
AAS, Buying & Merchandising
Pinnacle Foods December 2014 - Present
Pinnacle Foods Group LLC June 2012 - November 2014
Bayer HealthCare August 2010 - June 2012
Bayer HealthCare December 2009 - July 2010
Bayer HealthCare November 2001 - December 2009
Unilever Cosmetics Int'l October 2000 - October 2001
Bobbi Brown Cosmetics June 1998 - October 2000
Gilliam & Co. 1997 - 1998
Credit Suisse September 1994 - March 1997
Skills
Fitness Instruction, Cross-functional Team..., Marketing, Strategic Thinking, Competitive Analysis, Project Management, Consumer Products, Packaging, Customer Service, Integrated Marketing, Team Building, Strategy, Customer Insight, Leadership, Marketing Strategy, Sales, CRM, Marketing Communications, Product Innovation, Retail, Call Centers, Pharmaceutical Industry
Education
Marist College 2012 — 2015
Master's Degree, Integrated Marketing Communications
College of Saint Elizabeth 2001 — 2004
Bachelor's Degree, Business Administration - Marketing
Fashion Institute of Technology 1996 — 1998
AAS, Buying & Merchandising
Anthony Centeno's Credit Suisse Experience August 2007 - Present
Job Operations Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2007 - Present
Education
College of Mount Saint Vincent 1996 — 2000
Credit Suisse August 2007 - Present
Education
College of Mount Saint Vincent 1996 — 2000
Rich Gillis's Credit Suisse Experience February 2011 - Present
Job Sales/Trading at Credit Suisse
Industry Investment Management
Experience
Credit Suisse February 2011 - Present
JP Morgan Chase October 2006 - January 2011
Hill, Holliday Advertising January 2005 - October 2006
Education
Colgate University 1999 — 2003
BA, english, spanish
Belmont Hill School 1994 — 1999
Credit Suisse February 2011 - Present
JP Morgan Chase October 2006 - January 2011
Hill, Holliday Advertising January 2005 - October 2006
Education
Colgate University 1999 — 2003
BA, english, spanish
Belmont Hill School 1994 — 1999
Heather Kidde's Credit Suisse Experience September 2014 - Present
Job Vice President/Credit Suisse Asset Management
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
Credit Suisse March 2010 - August 2014
Credit Suisse December 2007 - March 2010
Skills
Financial Modeling, Valuation, Bloomberg, Equity Research, Equities, Investments, Series 7, Financial Analysis, Corporate Finance, Derivatives, Economics, Portfolio Management, Series 63, Financial Accounting, Chartered Financial..., Hedge Funds, Capital Markets
Education
Colgate University 1999 — 2003
BA, Economics, Psychology
Fairfield High School 1995 — 1999
Credit Suisse September 2014 - Present
Credit Suisse March 2010 - August 2014
Credit Suisse December 2007 - March 2010
Skills
Financial Modeling, Valuation, Bloomberg, Equity Research, Equities, Investments, Series 7, Financial Analysis, Corporate Finance, Derivatives, Economics, Portfolio Management, Series 63, Financial Accounting, Chartered Financial..., Hedge Funds, Capital Markets
Education
Colgate University 1999 — 2003
BA, Economics, Psychology
Fairfield High School 1995 — 1999
Sarah Berghoff Patterson's Credit Suisse Experience August 1998 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse August 1998 - Present
Hull Trading Company August 1993 - July 1996
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Colgate University 1987 — 1991
Credit Suisse August 1998 - Present
Hull Trading Company August 1993 - July 1996
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Colgate University 1987 — 1991
Jonathan Cox, CRPC's Credit Suisse Experience 2007 - 2007
Job Regional Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Credit Suisse 2007 - 2007
1st National Bank of Arizona 2001 - 2006
Education
Hendrix College
BA, Political Science and Government
University of Colorado Boulder
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
W.C. Hinkley High School, Aurora, CO
Voya Financial 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Credit Suisse 2007 - 2007
1st National Bank of Arizona 2001 - 2006
Education
Hendrix College
BA, Political Science and Government
University of Colorado Boulder
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
W.C. Hinkley High School, Aurora, CO
Kala S. Namasivayam's Credit Suisse Experience March 2009 - July 2011
Job
Industry Capital Markets
Experience
UBS August 2011 - Present
Credit Suisse March 2009 - July 2011
Fujifilm Medical Systems September 1998 - June 2008
Avon 1997 - 1998
Meca Software 1997 - 1997
Prodigy Inc 1995 - 1997
Ameritech 1994 - 1995
IBM Corporation 1993 - 1994
Skills
Trading Systems, Agile Methodologies, Fixed Income, Software Engineering, Derivatives, Software Development, SDLC, Unix
Education
Columbia University in the City of New York 2007 — 2008
MS
Oregon Health and Science University 1991 — 1993
MS
College of Engineering, Trivandrum 1986 — 1990
BTech
UBS August 2011 - Present
Credit Suisse March 2009 - July 2011
Fujifilm Medical Systems September 1998 - June 2008
Avon 1997 - 1998
Meca Software 1997 - 1997
Prodigy Inc 1995 - 1997
Ameritech 1994 - 1995
IBM Corporation 1993 - 1994
Skills
Trading Systems, Agile Methodologies, Fixed Income, Software Engineering, Derivatives, Software Development, SDLC, Unix
Education
Columbia University in the City of New York 2007 — 2008
MS
Oregon Health and Science University 1991 — 1993
MS
College of Engineering, Trivandrum 1986 — 1990
BTech
Greta Jorgensen's Credit Suisse Experience 2004 - 2005
Job
Industry Financial Services
Experience
Greta Jorgensen May 2012 - Present
Swiss Re 2005 - 2012
Credit Suisse 2004 - 2005
Education
Colorado School of Mines
Petroleum Engineering Super School Certification, Petroleum Engineering
New York University
BA, Economics
Greta Jorgensen May 2012 - Present
Swiss Re 2005 - 2012
Credit Suisse 2004 - 2005
Education
Colorado School of Mines
Petroleum Engineering Super School Certification, Petroleum Engineering
New York University
BA, Economics
Purnell Mills's Credit Suisse Experience 2005 - 2006
Job IT Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
Parag Dighe's Credit Suisse Experience November 2007 - September 2008
Job Sr. Manager at Genpact
Industry Information Technology and Services
Experience
GENPACT July 2015 - Present
Spectraforce Technologies April 2014 - Present
GENPACT LLC 2015 - 2015
NTT DATA Corporation July 2010 - April 2014
PBM Graphics October 2008 - July 2010
Credit Suisse November 2007 - September 2008
Alliance One International August 2003 - November 2007
Whirlpool, Inc April 2001 - August 2003
Pitney Bowes Inc August 2000 - March 2001
Patni Computer Systems 2000 - 2001
Skills
Service Delivery..., Enterprise Architecture, Program Management, Requirements Analysis, DevOps, Continuous Integration, Agile Methodologies, SOA, Oracle, IT Strategy, Microsoft SQL Server, ASP.NET, Scrum, Financial Analysis, XML, .NET, Software Development, Visual Studio, C#, Project Management, BizTalk, SSIS, SSRS, MSBI, Data Warehouse..., Mentoring, IT Governance, ETL, TFS, Automated Software..., Content Management, Cloud Applications, Mobile Applications, Vendor Management, Product Evaluations, ASP.NET MVC, TOGAF, SharePoint, Web Services API
Education
Colorado Technical University 2011 — 2013
Doctor of Management, Global Leadership
Devi Ahilya Vishwavidyalaya 1995 — 1998
MBA, Finance / Marketting
University of Pune 1989 — 1994
BE, Electronics
GENPACT July 2015 - Present
Spectraforce Technologies April 2014 - Present
GENPACT LLC 2015 - 2015
NTT DATA Corporation July 2010 - April 2014
PBM Graphics October 2008 - July 2010
Credit Suisse November 2007 - September 2008
Alliance One International August 2003 - November 2007
Whirlpool, Inc April 2001 - August 2003
Pitney Bowes Inc August 2000 - March 2001
Patni Computer Systems 2000 - 2001
Skills
Service Delivery..., Enterprise Architecture, Program Management, Requirements Analysis, DevOps, Continuous Integration, Agile Methodologies, SOA, Oracle, IT Strategy, Microsoft SQL Server, ASP.NET, Scrum, Financial Analysis, XML, .NET, Software Development, Visual Studio, C#, Project Management, BizTalk, SSIS, SSRS, MSBI, Data Warehouse..., Mentoring, IT Governance, ETL, TFS, Automated Software..., Content Management, Cloud Applications, Mobile Applications, Vendor Management, Product Evaluations, ASP.NET MVC, TOGAF, SharePoint, Web Services API
Education
Colorado Technical University 2011 — 2013
Doctor of Management, Global Leadership
Devi Ahilya Vishwavidyalaya 1995 — 1998
MBA, Finance / Marketting
University of Pune 1989 — 1994
BE, Electronics
Brian Hopkins's Credit Suisse Experience March 2014 - May 2014
Job Program/Project Manager
Industry Banking
Experience
Rabobank February 2015 - May 2015
Moody's Corporation June 2014 - December 2014
Credit Suisse March 2014 - May 2014
JPMorgan Chase July 2013 - January 2014
Accenture March 2010 - July 2013
PwC Consulting October 2007 - October 2008
Capco 2006 - 2007
Skills
Financial Analysis, Management Consulting, Business Development, Business Process..., Business Analysis, Project Management, Strategy, Business Process, Financial Modeling, Integration, Change Management, Business Strategy, Business Process Design, Process Improvement, Mergers, Analysis, Strategic Planning, Business Transformation, Program Management, Outsourcing, Management, IT Strategy, Team Leadership, Valuation
Education
College of the Holy Cross 1994 — 1998
Bachelor of Science (BS), Mathematics
Rabobank February 2015 - May 2015
Moody's Corporation June 2014 - December 2014
Credit Suisse March 2014 - May 2014
JPMorgan Chase July 2013 - January 2014
Accenture March 2010 - July 2013
PwC Consulting October 2007 - October 2008
Capco 2006 - 2007
Skills
Financial Analysis, Management Consulting, Business Development, Business Process..., Business Analysis, Project Management, Strategy, Business Process, Financial Modeling, Integration, Change Management, Business Strategy, Business Process Design, Process Improvement, Mergers, Analysis, Strategic Planning, Business Transformation, Program Management, Outsourcing, Management, IT Strategy, Team Leadership, Valuation
Education
College of the Holy Cross 1994 — 1998
Bachelor of Science (BS), Mathematics
Hubert Pedroli's Credit Suisse Experience 1987 - 1996
Job Sr. Consultant, Financial Services. Regulatory, Accounting, Risk, Systems Integration
Industry Financial Services
Experience
BNPParibas New York January 2013 - Present
Normandy Consulting LLC January 2007 - Present
Natixis North America June 2011 - December 2012
BNP Paribas New York March 2010 - June 2011
Societe Generale 2009 - 2009
Natixis North America January 2008 - December 2008
Societe Generale March 2007 - December 2007
Merrill Lynch May 1999 - July 2006
KPMG Advisory 1997 - 1999
Credit Suisse 1987 - 1996
Skills
Derivatives, Treasury, Treasury Management, Capital Markets, Risk Management, Securities, Prime Brokerage, Financial Markets, Fixed Income, Trading, Financial Services, Middle Office, Currency, Investment Banking, FX trading, Funding, Liquidity Risk, Market Risk, FX Options, Banking, Equities, FX Hedging, Accounting, Finance
Education
College for Financial Planning 1998 — 1999
CFP, Personal Financial Planning
UCLA Anderson School of Management 1976 — 1978
MBA, International Finance
Sciences Po 1973 — 1974
BNPParibas New York January 2013 - Present
Normandy Consulting LLC January 2007 - Present
Natixis North America June 2011 - December 2012
BNP Paribas New York March 2010 - June 2011
Societe Generale 2009 - 2009
Natixis North America January 2008 - December 2008
Societe Generale March 2007 - December 2007
Merrill Lynch May 1999 - July 2006
KPMG Advisory 1997 - 1999
Credit Suisse 1987 - 1996
Skills
Derivatives, Treasury, Treasury Management, Capital Markets, Risk Management, Securities, Prime Brokerage, Financial Markets, Fixed Income, Trading, Financial Services, Middle Office, Currency, Investment Banking, FX trading, Funding, Liquidity Risk, Market Risk, FX Options, Banking, Equities, FX Hedging, Accounting, Finance
Education
College for Financial Planning 1998 — 1999
CFP, Personal Financial Planning
UCLA Anderson School of Management 1976 — 1978
MBA, International Finance
Sciences Po 1973 — 1974
Loretta Neuhaus's Credit Suisse Experience June 1990 - December 1993
Job Senior Financial Analyst, Investment Analyst, Specialization in NonProfit Organizations
Industry Capital Markets
Experience
Neuhaus Consulting November 2007 - Present
The Friends of Green Chimneys October 2002 - October 2007
The Friends of Green Chimneys October 2002 - September 2006
Deutsche Bank April 1994 - July 2005
Deutsche Bank December 1998 - April 2002
Deutsche Bank April 1994 - December 1998
Credit Suisse June 1990 - December 1993
Merrill Lynch April 1985 - May 1990
Merrill Lynch April 1985 - March 1989
Moody's Investors Services July 1980 - 1985
Skills
Stable Value Investment, Credit Analysis, Investigative Research, Security Analysis, Financial Advisory, Non-profit Leadership, Non-profit..., Grant Writing, Fundraising, Journalism
Education
NYU Stern School of Business
MBA Finance
College of Mount Saint Vincent 1968 — 1972
B.A., Economics and Business
Neuhaus Consulting November 2007 - Present
The Friends of Green Chimneys October 2002 - October 2007
The Friends of Green Chimneys October 2002 - September 2006
Deutsche Bank April 1994 - July 2005
Deutsche Bank December 1998 - April 2002
Deutsche Bank April 1994 - December 1998
Credit Suisse June 1990 - December 1993
Merrill Lynch April 1985 - May 1990
Merrill Lynch April 1985 - March 1989
Moody's Investors Services July 1980 - 1985
Skills
Stable Value Investment, Credit Analysis, Investigative Research, Security Analysis, Financial Advisory, Non-profit Leadership, Non-profit..., Grant Writing, Fundraising, Journalism
Education
NYU Stern School of Business
MBA Finance
College of Mount Saint Vincent 1968 — 1972
B.A., Economics and Business
Joseph Palombini's Credit Suisse Experience July 2008 - Present
Job Director / Leveraged Finance / Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2008 - Present
Deutsche Bank August 2002 - July 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
College of the Holy Cross 1998 — 2002
BA, Economics Major, Chemistry Minor
Credit Suisse July 2008 - Present
Deutsche Bank August 2002 - July 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
College of the Holy Cross 1998 — 2002
BA, Economics Major, Chemistry Minor
Frank Luisi's Credit Suisse Experience June 2010 - August 2010
Job Manager, Personal Loan Programs at DRB
Industry Financial Services
Experience
Self Employed January 2015 - September 2015
The GL Group March 2013 - November 2014
The GL Group December 2012 - November 2014
Credit Suisse June 2010 - August 2010
Graduate Leverage January 2009 - August 2009
Graduate Leverage January 2006 - December 2008
Graduate Leverage May 2005 - December 2005
Skills
Loans, Portfolio Management, Credit Risk, Mutual Funds, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Asset Management
Colgate University 2001 — 2005
BA, Economics
Self Employed January 2015 - September 2015
The GL Group March 2013 - November 2014
The GL Group December 2012 - November 2014
Credit Suisse June 2010 - August 2010
Graduate Leverage January 2009 - August 2009
Graduate Leverage January 2006 - December 2008
Graduate Leverage May 2005 - December 2005
Skills
Loans, Portfolio Management, Credit Risk, Mutual Funds, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Asset Management
Colgate University 2001 — 2005
BA, Economics
Chip Packard's Credit Suisse Experience October 2000 - August 2006
Job Managing Director, CoHead Wealth Management Americas, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2006 - Present
Credit Suisse October 2000 - August 2006
Credit-Suisse, USA 2000 - 2006
Donaldson, Lufkin & Jenrette August 1996 - September 2000
Skills
Private Equity, Investments, Wealth Management, Asset Management, Private Banking, Fixed Income, Hedge Funds, Derivatives, Investment Banking, Equities, Capital Markets, Alternative Investments, Emerging Markets, Mergers & Acquisitions, Structured Products, Management, Wealth Management..., Series 7, Valuation, Securities, Portfolio Management
Education
Pepperdine University School of Law 1993 — 1996
J.D.
University of San Diego 1991 — 1993
B.A., International Relations
Colgate University 1989 — 1991
Deutsche Bank August 2006 - Present
Credit Suisse October 2000 - August 2006
Credit-Suisse, USA 2000 - 2006
Donaldson, Lufkin & Jenrette August 1996 - September 2000
Skills
Private Equity, Investments, Wealth Management, Asset Management, Private Banking, Fixed Income, Hedge Funds, Derivatives, Investment Banking, Equities, Capital Markets, Alternative Investments, Emerging Markets, Mergers & Acquisitions, Structured Products, Management, Wealth Management..., Series 7, Valuation, Securities, Portfolio Management
Education
Pepperdine University School of Law 1993 — 1996
J.D.
University of San Diego 1991 — 1993
B.A., International Relations
Colgate University 1989 — 1991
Anne Steffen's Credit Suisse Experience August 1993 - April 1995
Job President at Anne Steffen Consulting
Industry Professional Training & Coaching
Experience
Anne Steffen Consulting Director of Program DevelopmentHolt LearningApril 1995 - April 2008
Credit Suisse August 1993 - April 1995
Chemical Bank November 1987 - August 1993
Time Warner Cable July 1983 - March 1989
Skills
Coaching, Team Building, Workshop Facilitation, Staff Development, Training, E-Learning, Program Management, Public Speaking, Performance Management, Leadership Development, Executive Coaching, Organizational..., Management Development, Customer Service, Instructional Design, Training Delivery, Employee Training, Executive Development, Talent Management, Succession Planning, MBTI, Employee Engagement, Career Development, 360 Feedback, Needs Analysis, Management, Emotional Intelligence, Organizational..., Organizational Learning, Learning Management, Change Management, Performance Improvement, Blended Learning, Career Management, Program Facilitation
Education
New York University 1985 — 1987
MA, Media Studies
College of Mount Saint Vincent 1981 — 1983
BA, Communication Arts
Anne Steffen Consulting Director of Program DevelopmentHolt LearningApril 1995 - April 2008
Credit Suisse August 1993 - April 1995
Chemical Bank November 1987 - August 1993
Time Warner Cable July 1983 - March 1989
Skills
Coaching, Team Building, Workshop Facilitation, Staff Development, Training, E-Learning, Program Management, Public Speaking, Performance Management, Leadership Development, Executive Coaching, Organizational..., Management Development, Customer Service, Instructional Design, Training Delivery, Employee Training, Executive Development, Talent Management, Succession Planning, MBTI, Employee Engagement, Career Development, 360 Feedback, Needs Analysis, Management, Emotional Intelligence, Organizational..., Organizational Learning, Learning Management, Change Management, Performance Improvement, Blended Learning, Career Management, Program Facilitation
Education
New York University 1985 — 1987
MA, Media Studies
College of Mount Saint Vincent 1981 — 1983
BA, Communication Arts
Edward Witz's Credit Suisse Experience 1999 - 2007
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital Managing DirectorCredit Suisse First Boston1999 - 2007
Credit Suisse 1999 - 2007
The Bridgeford Group 1993 - 1997
The Beacon Group 1993 - 1997
Skills
Valuation, Private Equity, Financial Modeling, Corporate Finance, Investments, Investment Banking, Management, Mergers & Acquisitions, Due Diligence, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance and Marketing
Colgate University 1985 — 1989
BA, Economics and English
Barclays Capital Managing DirectorCredit Suisse First Boston1999 - 2007
Credit Suisse 1999 - 2007
The Bridgeford Group 1993 - 1997
The Beacon Group 1993 - 1997
Skills
Valuation, Private Equity, Financial Modeling, Corporate Finance, Investments, Investment Banking, Management, Mergers & Acquisitions, Due Diligence, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance and Marketing
Colgate University 1985 — 1989
BA, Economics and English
Jeff Santoro's Credit Suisse Experience June 2008 - December 2008
Job Vice President in Loan Origination at LoanCore Capital
Industry Financial Services
Experience
LoanCore Capital / Jefferies LoanCore April 2011 - Present
Jefferies January 2010 - April 2011
WTP Advisors January 2009 - January 2010
Credit Suisse June 2008 - December 2008
Credit Suisse June 2007 - August 2007
RBS Greenwich Capital June 2006 - August 2006
Education
College of the Holy Cross 2004 — 2008
BA, Economics
LoanCore Capital / Jefferies LoanCore April 2011 - Present
Jefferies January 2010 - April 2011
WTP Advisors January 2009 - January 2010
Credit Suisse June 2008 - December 2008
Credit Suisse June 2007 - August 2007
RBS Greenwich Capital June 2006 - August 2006
Education
College of the Holy Cross 2004 — 2008
BA, Economics
Ryan Supple's Credit Suisse Experience September 2005 - August 2011
Job Closing Manager at Silverpeak Real Estate Finance LLC
Industry Real Estate
Experience
Silverpeak Real Estate Finance LLC May 2015 - Present
Guggenheim Partners August 2011 - May 2015
Credit Suisse September 2005 - August 2011
Education
College of the Holy Cross 2000 — 2004
Silverpeak Real Estate Finance LLC May 2015 - Present
Guggenheim Partners August 2011 - May 2015
Credit Suisse September 2005 - August 2011
Education
College of the Holy Cross 2000 — 2004
Steve Pedone's Credit Suisse Experience November 2013 - August 2014
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Credit Suisse November 2013 - August 2014
Barclays Capital / Lehman Brothers August 2002 - October 2013
Lehman Brothers August 2002 - September 2008
Gleacher Partners 1997 - 1999
Skills
Capital Markets, Investment Banking, Private Equity, Fixed Income, Equities, LBO, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Financial Structuring, Leveraged Finance, Alternative Investments, Capital Structure, Bloomberg, High Yield, Debt Restructuring, Restructuring, Leveraged Lending
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
MBA, Finance
Colgate University
BA, Economics
St. Stephen's & St. Agnes School 1986 — 1993
RBC Capital Markets August 2014 - Present
Credit Suisse November 2013 - August 2014
Barclays Capital / Lehman Brothers August 2002 - October 2013
Lehman Brothers August 2002 - September 2008
Gleacher Partners 1997 - 1999
Skills
Capital Markets, Investment Banking, Private Equity, Fixed Income, Equities, LBO, Hedge Funds, Corporate Finance, Valuation, Financial Modeling, Financial Structuring, Leveraged Finance, Alternative Investments, Capital Structure, Bloomberg, High Yield, Debt Restructuring, Restructuring, Leveraged Lending
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
MBA, Finance
Colgate University
BA, Economics
St. Stephen's & St. Agnes School 1986 — 1993
Dominic Obaditch's Credit Suisse Experience April 2015 - Present
Job Director at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse April 2015 - Present
RBS Markets and International Banking June 2007 - April 2015
RBS Greenwich Capital June 2005 - June 2007
Greenwich Capital Markets, Inc November 1997 - June 2005
National Westminster Bank August 1995 - November 1997
Skills
Capital Markets, Series 7, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Credit
Education
Colgate University 1985 — 1989
BA, Economics
Credit Suisse April 2015 - Present
RBS Markets and International Banking June 2007 - April 2015
RBS Greenwich Capital June 2005 - June 2007
Greenwich Capital Markets, Inc November 1997 - June 2005
National Westminster Bank August 1995 - November 1997
Skills
Capital Markets, Series 7, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Credit
Education
Colgate University 1985 — 1989
BA, Economics
Robert Leonard's Credit Suisse Experience March 2003 - Present
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2003 - Present
Morgan Stanley July 1999 - March 2003
State Street January 1998 - July 1999
Fidelity Capital Markets April 1993 - January 1998
Abel Noser Corp October 1989 - April 1993
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Trading, Asset Management, Derivatives, Fund Of Funds, Institutional...
Education
College of the Holy Cross
BA, Economics
Credit Suisse March 2003 - Present
Morgan Stanley July 1999 - March 2003
State Street January 1998 - July 1999
Fidelity Capital Markets April 1993 - January 1998
Abel Noser Corp October 1989 - April 1993
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Trading, Asset Management, Derivatives, Fund Of Funds, Institutional...
Education
College of the Holy Cross
BA, Economics
Samuel Owen's Credit Suisse Experience January 2013 - Present
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2013 - Present
Credit Suisse January 2010 - December 2012
Credit Suisse May 2007 - December 2009
T. Rowe Price November 2005 - July 2006
T. Rowe Price September 2004 - November 2005
Skills
Fixed Income, Securities, Derivatives, Bloomberg, Bonds, Capital Markets, Series 7, Series 63, Series 6, Investments, Finance, Money Market, Trading, Securities Lending, Middle Office, Prime Brokerage, Trading Systems, Funding
Education
Columbia University in the City of New York 2006 — 2007
Postbaccalaureate Certificate in Business, Business Administration and Management, General
Colby College 2000 — 2004
BA, History
Credit Suisse January 2013 - Present
Credit Suisse January 2010 - December 2012
Credit Suisse May 2007 - December 2009
T. Rowe Price November 2005 - July 2006
T. Rowe Price September 2004 - November 2005
Skills
Fixed Income, Securities, Derivatives, Bloomberg, Bonds, Capital Markets, Series 7, Series 63, Series 6, Investments, Finance, Money Market, Trading, Securities Lending, Middle Office, Prime Brokerage, Trading Systems, Funding
Education
Columbia University in the City of New York 2006 — 2007
Postbaccalaureate Certificate in Business, Business Administration and Management, General
Colby College 2000 — 2004
BA, History
ASHWINIKUMAR KURUP's Credit Suisse Experience October 2014 - Present
Job Director
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Accenture September 2008 - October 2014
Credit Suisse 2011 - 2011
Visa July 2005 - September 2008
Skills
Program Management, Organizational Project..., IT Strategy, Technical Staff..., Enterprise Architecture, IT Solutions, Strategic IT Management, Java Enterprise Edition, Solution Architecture, SDLC, Agile Methodologies, Requirements Analysis, Spring, XML, Java, Oracle, SQL, Hibernate, Agile Project Management, Spring Framework, SOA, Integration
Education
Colorado State University 2002 — 2005
M.S., Computer Science
University of Mumbai 1997 — 2001
Bachelor of Engineering (BE), Computer Engineering
Credit Suisse October 2014 - Present
Accenture September 2008 - October 2014
Credit Suisse 2011 - 2011
Visa July 2005 - September 2008
Skills
Program Management, Organizational Project..., IT Strategy, Technical Staff..., Enterprise Architecture, IT Solutions, Strategic IT Management, Java Enterprise Edition, Solution Architecture, SDLC, Agile Methodologies, Requirements Analysis, Spring, XML, Java, Oracle, SQL, Hibernate, Agile Project Management, Spring Framework, SOA, Integration
Education
Colorado State University 2002 — 2005
M.S., Computer Science
University of Mumbai 1997 — 2001
Bachelor of Engineering (BE), Computer Engineering
Gregory G's Credit Suisse Experience November 2014 - Present
Job Electronic Trading Fixed Income at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2014 - Present
Credit Suisse June 2009 - Present
CresaPartners June 2008 - 2009
StudentCity.com 2006 - 2008
Forest Laboratories 2007 - 2007
Henry Schein June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Bloomberg, Derivatives, Due Diligence, Equities, Fixed Income, Investment Banking, Microsoft Excel, Microsoft Office, Portfolio Management, PowerPoint, Real Estate, Social Media, Capital Markets
Education
College of the Holy Cross 2004 — 2008
Commack High School 2000 — 2004
International Baccalaureate
Fordham University - Graduate School of Business Administration
Credit Suisse November 2014 - Present
Credit Suisse June 2009 - Present
CresaPartners June 2008 - 2009
StudentCity.com 2006 - 2008
Forest Laboratories 2007 - 2007
Henry Schein June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Bloomberg, Derivatives, Due Diligence, Equities, Fixed Income, Investment Banking, Microsoft Excel, Microsoft Office, Portfolio Management, PowerPoint, Real Estate, Social Media, Capital Markets
Education
College of the Holy Cross 2004 — 2008
Commack High School 2000 — 2004
International Baccalaureate
Fordham University - Graduate School of Business Administration
Stephen Finocchi's Credit Suisse Experience September 2003 - August 2008
Job Vice President, High Yield & Derivatives Trading at Loomis, Sayles and Company
Industry Financial Services
Experience
Loomis, Sayles & Company May 2011 - Present
State Street December 2009 - April 2011
Credit Suisse September 2003 - August 2008
Credit Suisse First Boston September 2003 - December 2006
Skills
Fixed Income, Equities, Trading, Credit Derivatives, Investments, Options, Structured Finance, High Yield, Bloomberg, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Bonds
Education
The University of Chicago 2002 — 2003
M.S., Financial Mathematics
College of the Holy Cross 1998 — 2002
B.A., Mathematics
Loomis, Sayles & Company May 2011 - Present
State Street December 2009 - April 2011
Credit Suisse September 2003 - August 2008
Credit Suisse First Boston September 2003 - December 2006
Skills
Fixed Income, Equities, Trading, Credit Derivatives, Investments, Options, Structured Finance, High Yield, Bloomberg, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Bonds
Education
The University of Chicago 2002 — 2003
M.S., Financial Mathematics
College of the Holy Cross 1998 — 2002
B.A., Mathematics
Jeff Harkness's Credit Suisse Experience January 1994 - December 2008
Job Oracle Developer at Susquehanna International Group
Industry Computer Software
Experience
Susquehanna International Group August 2009 - Present
Fasyn LLC December 1994 - July 2009
Credit Suisse January 1994 - December 2008
The Ryan Group Architects October 1983 - July 1987
Union Camp Corporation September 1980 - September 1983
Education
University of Idaho 1975 — 1980
PhD, Chemistry
Colorado State University 1971 — 1973
BS, Chemistry
Susquehanna International Group August 2009 - Present
Fasyn LLC December 1994 - July 2009
Credit Suisse January 1994 - December 2008
The Ryan Group Architects October 1983 - July 1987
Union Camp Corporation September 1980 - September 1983
Education
University of Idaho 1975 — 1980
PhD, Chemistry
Colorado State University 1971 — 1973
BS, Chemistry
Ben Belfer's Credit Suisse Experience 2001 - 2003
Job Managing Director at Alden Global Capital
Industry Financial Services
Experience
Alden Global Capital March 2014 - Present
Third Avenue Management April 2003 - February 2014
Credit Suisse 2001 - 2003
Warburg Pincus 1996 - 2003
United Feather & Down 1978 - 1995
Skills
Alternative Investments, Investments, Equities, Private Equity, Asset Managment, Hedge Funds
Education
Columbia University - Columbia Business School 1975 — 1976
MBA, Finance
Columbia College (NY)
BA, Psychology
Alden Global Capital March 2014 - Present
Third Avenue Management April 2003 - February 2014
Credit Suisse 2001 - 2003
Warburg Pincus 1996 - 2003
United Feather & Down 1978 - 1995
Skills
Alternative Investments, Investments, Equities, Private Equity, Asset Managment, Hedge Funds
Education
Columbia University - Columbia Business School 1975 — 1976
MBA, Finance
Columbia College (NY)
BA, Psychology
Grant Cowherd's Credit Suisse Experience July 2012 - February 2014
Job Partner at Ripe Life Wines, LLC
Industry Financial Services
Experience
Ripe Life Wines, LLC April 2014 - Present
Credit Suisse July 2012 - February 2014
Credit Suisse November 2008 - July 2012
Credit Suisse September 2007 - October 2008
HSBC 2006 - 2006
Skills
Business Development, Startup Development, Marketing, Strategic Partnerships, Wine, Social Media, Sales, Photography, Social Media Marketing, Start-ups, Partnerships, Instagram, Facebook, Fixed Income, Bloomberg, Hedge Funds, Technology Sales, Derivatives, Foreign Exchange, FX Options, Technical Product Sales, Settlement, Trading, FINRA, Financial Markets, Trading Systems, Series 7, Electronic Trading, Series 3, Series 63, Winemaking
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Economics
Delbarton School 1999 — 2003
Ripe Life Wines, LLC April 2014 - Present
Credit Suisse July 2012 - February 2014
Credit Suisse November 2008 - July 2012
Credit Suisse September 2007 - October 2008
HSBC 2006 - 2006
Skills
Business Development, Startup Development, Marketing, Strategic Partnerships, Wine, Social Media, Sales, Photography, Social Media Marketing, Start-ups, Partnerships, Instagram, Facebook, Fixed Income, Bloomberg, Hedge Funds, Technology Sales, Derivatives, Foreign Exchange, FX Options, Technical Product Sales, Settlement, Trading, FINRA, Financial Markets, Trading Systems, Series 7, Electronic Trading, Series 3, Series 63, Winemaking
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Economics
Delbarton School 1999 — 2003
Matthew Fallon, CFA's Credit Suisse Experience May 2014 - Present
Job VP Emerging Market Sales at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse May 2014 - Present
Credit Suisse June 2010 - May 2014
Wells Fargo Bank November 2007 - May 2010
Wells Fargo Bank September 2006 - November 2007
Skills
Derivatives, Fixed Income, Hedge Funds, Emerging Markets, Global Macro, Trading, Exotics, Structured Products, Hedging, Options, FX Derivatives, Downhill Skiing
Education
CFA Institute 2008 — 2010
CFA Charterholder
College of the Holy Cross 2002 — 2006
BA, Spanish
Credit Suisse May 2014 - Present
Credit Suisse June 2010 - May 2014
Wells Fargo Bank November 2007 - May 2010
Wells Fargo Bank September 2006 - November 2007
Skills
Derivatives, Fixed Income, Hedge Funds, Emerging Markets, Global Macro, Trading, Exotics, Structured Products, Hedging, Options, FX Derivatives, Downhill Skiing
Education
CFA Institute 2008 — 2010
CFA Charterholder
College of the Holy Cross 2002 — 2006
BA, Spanish
Charles Montoya, CFA's Credit Suisse Experience July 2010 - May 2014
Job OTC Derivatives Trade Support / Documentation
Industry Financial Services
Experience
MediOasis Health Services, LLC November 2014 - Present
Société Générale May 2014 - November 2014
Credit Suisse July 2010 - May 2014
Credit Suisse 2007 - 2010
Amaranth Advisors, LLC 2003 - 2006
Lehman Brothers 2002 - 2003
Goldman Sachs 2001 - 2002
Skills
Series 63, Life Insurance, Microsoft Excel, Non-profit Board..., Financial Analysis, Risk Management, Derivatives, Investments, Equities, Securities, Alternative Investments, Fixed Income, Middle Office, Equity Derivatives, Structured Products, Swaps, Back Office, Trading, Hedge Funds, Series 7
Education
Colgate University 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Archbishop Stepinac High School 1993 — 1997
MediOasis Health Services, LLC November 2014 - Present
Société Générale May 2014 - November 2014
Credit Suisse July 2010 - May 2014
Credit Suisse 2007 - 2010
Amaranth Advisors, LLC 2003 - 2006
Lehman Brothers 2002 - 2003
Goldman Sachs 2001 - 2002
Skills
Series 63, Life Insurance, Microsoft Excel, Non-profit Board..., Financial Analysis, Risk Management, Derivatives, Investments, Equities, Securities, Alternative Investments, Fixed Income, Middle Office, Equity Derivatives, Structured Products, Swaps, Back Office, Trading, Hedge Funds, Series 7
Education
Colgate University 1997 — 2001
Bachelor of Arts (BA), Political Science and Government
Archbishop Stepinac High School 1993 — 1997
Sam Madden, CFA's Credit Suisse Experience June 2006 - June 2008
Job CoFounder at PocketSuite
Industry Computer Software
Experience
PocketSuite January 2014 - Present
Interactive Buyside December 2012 - December 2014
MVR Capital December 2011 - December 2012
Highland Capital Management, L.P. August 2008 - September 2011
Credit Suisse June 2006 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Valuation, Investment Strategies, Portfolio Management, Asset Managment, Bonds, Investments, Start-ups, Accounting, Investment Banking, Start-up Ventures, Structured Finance, Financial Modeling
Education
Colgate University
Bachelor of Arts (B.A.)
Riverdale Country School
PocketSuite January 2014 - Present
Interactive Buyside December 2012 - December 2014
MVR Capital December 2011 - December 2012
Highland Capital Management, L.P. August 2008 - September 2011
Credit Suisse June 2006 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Valuation, Investment Strategies, Portfolio Management, Asset Managment, Bonds, Investments, Start-ups, Accounting, Investment Banking, Start-up Ventures, Structured Finance, Financial Modeling
Education
Colgate University
Bachelor of Arts (B.A.)
Riverdale Country School
Brian Rempert's Credit Suisse Experience November 2009 - May 2010
Job Graphic Designer at KCT Credit Union
Industry Graphic Design
Experience
KCT Credit Union May 2015 - Present
The Almagroup January 2009 - 2015
Epic Air Trampoline Park October 2011 - September 2012
Credit Suisse November 2009 - May 2010
US Navy April 2000 - April 2004
Skills
Illustration, Illustrator, Graphics, Posters, Animation, Graphic Design, Brochures, Logo Design, Cartoons, Adobe Creative Suite, InDesign, Adobe Acrobat, Premiere, Layout, Multimedia, Flash Animation, Art, Dreamweaver, Digital Photography, Mac, Photoshop, Photography, Typography, Web Design, Art Direction, Creative Direction, Digital Illustration, Corporate Identity, Branding & Identity, WordPress, Flyers, Banners, Vector Illustrations, Adobe Creative Suites, Business Cards, HTML5, CSS3, Storyboarding
Education
Platt College 2008 — 2009
Associate's Degree, Graphic Design, GPA 3.77
College of DuPage
KCT Credit Union May 2015 - Present
The Almagroup January 2009 - 2015
Epic Air Trampoline Park October 2011 - September 2012
Credit Suisse November 2009 - May 2010
US Navy April 2000 - April 2004
Skills
Illustration, Illustrator, Graphics, Posters, Animation, Graphic Design, Brochures, Logo Design, Cartoons, Adobe Creative Suite, InDesign, Adobe Acrobat, Premiere, Layout, Multimedia, Flash Animation, Art, Dreamweaver, Digital Photography, Mac, Photoshop, Photography, Typography, Web Design, Art Direction, Creative Direction, Digital Illustration, Corporate Identity, Branding & Identity, WordPress, Flyers, Banners, Vector Illustrations, Adobe Creative Suites, Business Cards, HTML5, CSS3, Storyboarding
Education
Platt College 2008 — 2009
Associate's Degree, Graphic Design, GPA 3.77
College of DuPage
Peter Cook, CFA's Credit Suisse Experience January 2014 - September 2014
Job Chief Investment Officer
Industry Financial Services
Experience
WhiteTree Investment Management, LLC October 2014 - Present
Credit Suisse January 2014 - September 2014
TD December 2012 - June 2013
TD Securities January 2010 - December 2012
Skills
Asset Management, Fixed Income, Bloomberg, Equities, Asset Managment, Capital Markets, Derivatives, Investments, Bonds, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Securities, Investment Banking, Trading, Financial Markets, Financial Analysis, Series 7, Options, Equity Trading, Alternative Investments, Corporate Finance
Education
College of Charleston 2005 — 2009
BS, Economics
WhiteTree Investment Management, LLC October 2014 - Present
Credit Suisse January 2014 - September 2014
TD December 2012 - June 2013
TD Securities January 2010 - December 2012
Skills
Asset Management, Fixed Income, Bloomberg, Equities, Asset Managment, Capital Markets, Derivatives, Investments, Bonds, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Securities, Investment Banking, Trading, Financial Markets, Financial Analysis, Series 7, Options, Equity Trading, Alternative Investments, Corporate Finance
Education
College of Charleston 2005 — 2009
BS, Economics
Andrew Donner's Credit Suisse Experience June 2007 - August 2007
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - December 2014
Morgan Stanley June 2011 - July 2011
Bank of America Merrill Lynch July 2008 - May 2011
Credit Suisse June 2007 - August 2007
Education
Colgate University 2004 — 2008
Bachelors, Economics
The Lawrenceville School 2000 — 2004
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - December 2014
Morgan Stanley June 2011 - July 2011
Bank of America Merrill Lynch July 2008 - May 2011
Credit Suisse June 2007 - August 2007
Education
Colgate University 2004 — 2008
Bachelors, Economics
The Lawrenceville School 2000 — 2004
Jasjit Singh's Credit Suisse Experience September 2014 - Present
Job Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
BNY Mellon March 2013 - September 2014
BNY Mellon - Portfolio Solutions August 2004 - January 2012
BNY Mellon - Corporate Trust Services - Structured Finance Group January 2001 - August 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Quantitative Analytics, Credit, Portfolio Management, Quantitative Finance, Investment Banking, Bloomberg Terminal, Trading, Corporate Actions, Asset Allocation, Due Diligence, Analytics, Business Intelligence, Structured Finance, MBS, Swaps, Financial Modeling, Middle Office, Valuation, Structured Products, Business Analysis, Financial Analysis, Risk Management, Asset Management
Education
Colorado Technical University 2004 — 2008
Bachelor of Science, Business Administration, Finance, Magna Cum Laude GPA 3.85
Ramapo College of NJ 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Credit Suisse September 2014 - Present
BNY Mellon March 2013 - September 2014
BNY Mellon - Portfolio Solutions August 2004 - January 2012
BNY Mellon - Corporate Trust Services - Structured Finance Group January 2001 - August 2004
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Quantitative Analytics, Credit, Portfolio Management, Quantitative Finance, Investment Banking, Bloomberg Terminal, Trading, Corporate Actions, Asset Allocation, Due Diligence, Analytics, Business Intelligence, Structured Finance, MBS, Swaps, Financial Modeling, Middle Office, Valuation, Structured Products, Business Analysis, Financial Analysis, Risk Management, Asset Management
Education
Colorado Technical University 2004 — 2008
Bachelor of Science, Business Administration, Finance, Magna Cum Laude GPA 3.85
Ramapo College of NJ 2000 — 2002
Bachelor of Science (B.S.), Computer Science
Catherine Donne's Credit Suisse Experience March 2012 - Present
Job Associate at Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse March 2012 - Present
ING Insurance / Investment Management February 2010 - March 2012
Morgan Stanley Investment Management July 2009 - January 2010
Skills
Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Mutual Funds
Education
Colgate University 2005 — 2009
BA, Mathematical Economics
Credit Suisse March 2012 - Present
ING Insurance / Investment Management February 2010 - March 2012
Morgan Stanley Investment Management July 2009 - January 2010
Skills
Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Mutual Funds
Education
Colgate University 2005 — 2009
BA, Mathematical Economics
Grady O'Gara's Credit Suisse Experience May 2006 - August 2006
Job Head Trader at Masters Capital Management
Industry Financial Services
Experience
Masters Capital Management, LLC June 2015 - Present
Senvest Management, LLC June 2011 - June 2015
Keefe, Bruyette & Woods August 2008 - June 2011
Keefe, Bruyette & Woods August 2007 - August 2008
Blue Star Construction May 2007 - August 2007
Credit Suisse May 2006 - August 2006
Skills
Bloomberg, Equities, Equity Research, Fixed Income, Hedge Funds, Capital Markets, Series 7, Investment Banking, Equity Trading, Valuation, Series 63, Trading, Alternative Investments, Securities, Derivatives, Electronic Trading, Financial Modeling, Emerging Markets, Financial Markets
Education
Colgate University 2004 — 2007
BA, International Relations, Spanish
Universidad San Pablo-CEU 2005 — 2005
Spanish Language and Literature
Indiana University Bloomington 2003 — 2004
International Relations, Spanish
The Rivers School 2000 — 2003
Masters Capital Management, LLC June 2015 - Present
Senvest Management, LLC June 2011 - June 2015
Keefe, Bruyette & Woods August 2008 - June 2011
Keefe, Bruyette & Woods August 2007 - August 2008
Blue Star Construction May 2007 - August 2007
Credit Suisse May 2006 - August 2006
Skills
Bloomberg, Equities, Equity Research, Fixed Income, Hedge Funds, Capital Markets, Series 7, Investment Banking, Equity Trading, Valuation, Series 63, Trading, Alternative Investments, Securities, Derivatives, Electronic Trading, Financial Modeling, Emerging Markets, Financial Markets
Education
Colgate University 2004 — 2007
BA, International Relations, Spanish
Universidad San Pablo-CEU 2005 — 2005
Spanish Language and Literature
Indiana University Bloomington 2003 — 2004
International Relations, Spanish
The Rivers School 2000 — 2003
Anne-Mette Halvorson's Credit Suisse Experience 2005 - 2007
Job Whole Leader Strategist ~ Leadership Transitions for Emerging Leaders
Industry Management Consulting
Experience
Whole Leaders and Change 2000 - Present
Lehigh University College of Business and Economics 2010 - 2012
Credit Suisse 2005 - 2007
Cambient 1998 - 1999
Kendall Consulting Group and Institute 1994 - 1998
CSC Index 1990 - 1994
Digital Equipment Corporation 1984 - 1989
Exxon Office Systems 1982 - 1984
Skills
Leadership, Strategy, Organizational..., Management Consulting, Performance Management, Change Management, Management, Program Management, Team Building, Project Management, Executive Coaching, Leadership Development, Cultural Transformation, Leadership Programs, Leadership Transitions, Emotional Intelligence, Executive Development, Leadership Effectiveness, Leadership Coach, Entrepreneurship, Business Partner, Women in Transition, Succession Planning, CRM, Business Development, Strategic Planning, Public Speaking, Sales
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA, focus on Leadership, Management Behavior & Women Executives
University of New Hampshire 1980 — 1982
BA, Communications
Colby-Sawyer College 1978 — 1980
AA, Liberal Arts
Whole Leaders and Change 2000 - Present
Lehigh University College of Business and Economics 2010 - 2012
Credit Suisse 2005 - 2007
Cambient 1998 - 1999
Kendall Consulting Group and Institute 1994 - 1998
CSC Index 1990 - 1994
Digital Equipment Corporation 1984 - 1989
Exxon Office Systems 1982 - 1984
Skills
Leadership, Strategy, Organizational..., Management Consulting, Performance Management, Change Management, Management, Program Management, Team Building, Project Management, Executive Coaching, Leadership Development, Cultural Transformation, Leadership Programs, Leadership Transitions, Emotional Intelligence, Executive Development, Leadership Effectiveness, Leadership Coach, Entrepreneurship, Business Partner, Women in Transition, Succession Planning, CRM, Business Development, Strategic Planning, Public Speaking, Sales
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA, focus on Leadership, Management Behavior & Women Executives
University of New Hampshire 1980 — 1982
BA, Communications
Colby-Sawyer College 1978 — 1980
AA, Liberal Arts
Stan Yeung's Credit Suisse Experience May 2011 - Present
Job Investment and Financial professional
Industry Investment Management
Experience
Credit Suisse May 2011 - Present
Amerisure Insurance February 2006 - July 2010
Mellon Financial October 2000 - November 2005
Skills
Excel, Bloomberg Terminal, PeopleSoft, Financial Analysis, Investments, Financial System...
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Credit Suisse May 2011 - Present
Amerisure Insurance February 2006 - July 2010
Mellon Financial October 2000 - November 2005
Skills
Excel, Bloomberg Terminal, PeopleSoft, Financial Analysis, Investments, Financial System...
Education
College of the Holy Cross 1996 — 2000
BA, Economics
Robert Hearne's Credit Suisse Experience July 2005 - August 2009
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2012 - Present
NRG Solar June 2011 - August 2011
Clean Energy Trust January 2011 - April 2011
Credit Suisse July 2005 - August 2009
Skills
Due Diligence, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Management Consulting, Strategy, Business Strategy, Mergers & Acquisitions, Analytics, Management, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Business
Northwestern University School of Law 2009 — 2012
JD, Law
Colgate University 2001 — 2005
BA, History, Economics
St. Paul's School 1997 — 2001
McKinsey & Company August 2012 - Present
NRG Solar June 2011 - August 2011
Clean Energy Trust January 2011 - April 2011
Credit Suisse July 2005 - August 2009
Skills
Due Diligence, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Management Consulting, Strategy, Business Strategy, Mergers & Acquisitions, Analytics, Management, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA, Business
Northwestern University School of Law 2009 — 2012
JD, Law
Colgate University 2001 — 2005
BA, History, Economics
St. Paul's School 1997 — 2001
Binal Sodavadia's Credit Suisse Experience 2012 - 2013
Job Graduate student at USC seeking coop/full time in the areas of ASIC design. DFT, RTL design or computer architecture
Industry Computer Hardware
Experience
USC Ming Hsieh Institute - Department of Electrical Engineering January 2014 - May 2014
Credit Suisse 2012 - 2013
Skills
C, Matlab, Pspice, C++, VLSI, Verilog, Microcontrollers, Embedded Systems, Embedded C, Digital Electronics, Cadence, VHDL, SystemC, Perl, Image Processing, Programming, Data Structures, FPGA, Microsoft Office, Algorithms, Python, Java, PSpice, Linux
Education
University of Southern California 2013 — 2015
Master of Science (MS), Electrical Engineering (VLSI Design)
College of Engineering Pune 2008 — 2012
Bachelor of Technology, Electronics & Telecommunication
USC Ming Hsieh Institute - Department of Electrical Engineering January 2014 - May 2014
Credit Suisse 2012 - 2013
Skills
C, Matlab, Pspice, C++, VLSI, Verilog, Microcontrollers, Embedded Systems, Embedded C, Digital Electronics, Cadence, VHDL, SystemC, Perl, Image Processing, Programming, Data Structures, FPGA, Microsoft Office, Algorithms, Python, Java, PSpice, Linux
Education
University of Southern California 2013 — 2015
Master of Science (MS), Electrical Engineering (VLSI Design)
College of Engineering Pune 2008 — 2012
Bachelor of Technology, Electronics & Telecommunication
Annie Konegni's Credit Suisse Experience 2003 - 2006
Job Dynamic and strategic fundraising professional with strong finance and communications skills.
Industry Fund-Raising
Experience
University of Colorado March 2014 - Present
The KAP Group August 2010 - January 2015
Colorado School of Mines Foundation January 2011 - March 2014
Mountain Pacific Partners 2006 - 2010
Credit Suisse 2003 - 2006
Skills
Due Diligence, Fundraising, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Private Equity, Financial Reporting, Non-profits, Higher Education..., Stewardship, Nonprofits, Management, Strategy, Analysis, Investments, Start-ups, Banking, Corporate Finance, Finance, Entrepreneurship, Economics, Portfolio Management
Education
Colorado State University 1999 — 2003
Bachelor's, Finance and Real Estate
University of Colorado March 2014 - Present
The KAP Group August 2010 - January 2015
Colorado School of Mines Foundation January 2011 - March 2014
Mountain Pacific Partners 2006 - 2010
Credit Suisse 2003 - 2006
Skills
Due Diligence, Fundraising, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Private Equity, Financial Reporting, Non-profits, Higher Education..., Stewardship, Nonprofits, Management, Strategy, Analysis, Investments, Start-ups, Banking, Corporate Finance, Finance, Entrepreneurship, Economics, Portfolio Management
Education
Colorado State University 1999 — 2003
Bachelor's, Finance and Real Estate
Jack Lay's Credit Suisse Experience January 1989 - January 1991
Job Assistant Professor of Anesthesiology/Associate Clinical Director at Scott and White Clinic
Industry Hospital & Health Care
Experience
Scott and White Clinic January 2004 - Present
Texas A & M University College of Medicine January 2004 - Present
Scott & White Memorial Hospital and Clinic January 2004 - Present
Scott & White Memorial Hospital and Clinic January 2004 - January 2007
Jack Lay January 2000 - January 2004
Credit Suisse January 1989 - January 1991
MMS International/McGraw January 1987 - January 1989
Honeywell Europe S January 1986 - January 1987
Education
Texas A and M College of Medicine
Medical University of South Carolina
Doctor; M.D, Medicine
University of South Carolina
M.I.B.S, Finance/Economics
College of Charleston 1981 — 1985
Bachelor of Arts, Political Science
St Josephs High School
Scott and White Clinic January 2004 - Present
Texas A & M University College of Medicine January 2004 - Present
Scott & White Memorial Hospital and Clinic January 2004 - Present
Scott & White Memorial Hospital and Clinic January 2004 - January 2007
Jack Lay January 2000 - January 2004
Credit Suisse January 1989 - January 1991
MMS International/McGraw January 1987 - January 1989
Honeywell Europe S January 1986 - January 1987
Education
Texas A and M College of Medicine
Medical University of South Carolina
Doctor; M.D, Medicine
University of South Carolina
M.I.B.S, Finance/Economics
College of Charleston 1981 — 1985
Bachelor of Arts, Political Science
St Josephs High School
Greg Richter's Credit Suisse Experience 2000 - 2010
Job STRUCTURED CREDIT PM at Candlewood Investment Group, LP
Industry Investment Management
Experience
Candlewood Investment Group, LP October 2010 - Present
Credit Suisse 2000 - 2010
Prudential Securities 1986 - 2000
Education
Colgate University
Candlewood Investment Group, LP October 2010 - Present
Credit Suisse 2000 - 2010
Prudential Securities 1986 - 2000
Education
Colgate University
Mark Squicciarino's Credit Suisse Experience July 2014 - Present
Job Investment banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2011 - Present
Credit Suisse June 2010 - August 2010
Education
Colby College 2007 — 2011
Credit Suisse July 2014 - Present
Credit Suisse June 2011 - Present
Credit Suisse June 2010 - August 2010
Education
Colby College 2007 — 2011
Heather Mosbacher's Credit Suisse Experience October 2003 - September 2011
Job Managing Director at Gordian Group, LLC
Industry Financial Services
Experience
Gordian Group, LLC October 2013 - Present
US Trust 2012 - 2013
Credit Suisse October 2003 - September 2011
Citi August 1997 - October 2003
Skills
Mergers & Acquisitions, Private Equity, Investments, Valuation, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Finance, Due Diligence
Education
Colgate University 1993 — 1997
BA, Political Science / Pre-Med
Gordian Group, LLC October 2013 - Present
US Trust 2012 - 2013
Credit Suisse October 2003 - September 2011
Citi August 1997 - October 2003
Skills
Mergers & Acquisitions, Private Equity, Investments, Valuation, Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Finance, Due Diligence
Education
Colgate University 1993 — 1997
BA, Political Science / Pre-Med
Heather Currie's Credit Suisse Experience May 1999 - April 2001
Job Assistant at 'SelfEmployed'
Industry Individual & Family Services
Experience
'Self-Employed' September 2008 - Present
Greensboro School District August 2006 - January 2008
Haynsworth Sinkler Boyd, P.A. October 2001 - April 2003
Credit Suisse May 1999 - April 2001
Skills
Typing, Excel, Word, Outlook, LexisNexis, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Management
Education
Converse College 2004 — 2006
Master of Arts in Teaching, Secondary Education and Teaching
USC - Upstate 1992 — 1996
Bachelor's degree, Criminal Justice
College of Charleston
'Self-Employed' September 2008 - Present
Greensboro School District August 2006 - January 2008
Haynsworth Sinkler Boyd, P.A. October 2001 - April 2003
Credit Suisse May 1999 - April 2001
Skills
Typing, Excel, Word, Outlook, LexisNexis, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Management
Education
Converse College 2004 — 2006
Master of Arts in Teaching, Secondary Education and Teaching
USC - Upstate 1992 — 1996
Bachelor's degree, Criminal Justice
College of Charleston
Mark Lanigan's Credit Suisse Experience November 2000 - May 2004
Job Operating Executive at Tailwind Capital
Industry Venture Capital & Private Equity
Experience
Tailwind Capital June 2015 - Present
Black Canyon Capital 2004 - Present
Credit Suisse November 2000 - May 2004
Donaldson, Lufkin & Jenrette February 1990 - November 2000
Drexel Burnham Lambert September 1986 - February 1990
Education
Harvard Business School 1983 — 1986
MBA, Finance
Harvard Law School 1982 — 1986
JD
Colgate University 1978 — 1982
BA, Economics and Political Science
Tailwind Capital June 2015 - Present
Black Canyon Capital 2004 - Present
Credit Suisse November 2000 - May 2004
Donaldson, Lufkin & Jenrette February 1990 - November 2000
Drexel Burnham Lambert September 1986 - February 1990
Education
Harvard Business School 1983 — 1986
MBA, Finance
Harvard Law School 1982 — 1986
JD
Colgate University 1978 — 1982
BA, Economics and Political Science
Ildiko Staben's Credit Suisse Experience May 2000 - February 2011
Job Executive Assistant at MH Ambulatory Services
Industry Health, Wellness and Fitness
Experience
Memorial Hermann Healthcare System July 2012 - Present
Credit Suisse May 2000 - February 2011
CREDIT SUISSE PRIVATE BANKING May 2000 - February 2011
CREDIT SUISSE INVESTMENT BANKING January 2000 - January 2008
Adecco Employment Services February 1999 - April 2000
ADECCO EMPLOYMENT SERVICES HEADQUARTERS January 1999 - January 2000
Skills
Travel Arrangements, Lotus Notes, Visio, Administrative..., Expense Management, Outlook, Vendor Management, Access, Microsoft Excel, Software Documentation, Financial Analysis, Office Management, Project Management, PowerPoint, Human Resources
Education
College of San Mateo
Memorial Hermann Healthcare System July 2012 - Present
Credit Suisse May 2000 - February 2011
CREDIT SUISSE PRIVATE BANKING May 2000 - February 2011
CREDIT SUISSE INVESTMENT BANKING January 2000 - January 2008
Adecco Employment Services February 1999 - April 2000
ADECCO EMPLOYMENT SERVICES HEADQUARTERS January 1999 - January 2000
Skills
Travel Arrangements, Lotus Notes, Visio, Administrative..., Expense Management, Outlook, Vendor Management, Access, Microsoft Excel, Software Documentation, Financial Analysis, Office Management, Project Management, PowerPoint, Human Resources
Education
College of San Mateo
Suzanne Mancuso's Credit Suisse Experience May 1999 - December 2000
Job Founder & CEO Abigail John Jewelry, LLC
Industry Apparel & Fashion
Experience
Abigail John Jewelry LLC August 2010 - Present
Credit Suisse May 1999 - December 2000
Deutsche Bank January 1991 - September 1997
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Colgate University 1986 — 1990
Bachelors, Economics
Abigail John Jewelry LLC August 2010 - Present
Credit Suisse May 1999 - December 2000
Deutsche Bank January 1991 - September 1997
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Colgate University 1986 — 1990
Bachelors, Economics
Andrew Manning's Credit Suisse Experience December 2007 - January 2008
Job Vice President Product Manager, Equities/Alternatives
Industry Investment Management
Experience
Neuberger Berman June 2012 - Present
AllianceBernstein May 2010 - June 2012
AllianceBernstein June 2008 - May 2010
Credit Suisse December 2007 - January 2008
Credit Suisse May 2007 - August 2007
Skills
Microsoft Excel, Investment Banking, Market Research, Business Intelligence, Equities, Series 7, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Series 66
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics
Chaminade High School 2000 — 2004
Neuberger Berman June 2012 - Present
AllianceBernstein May 2010 - June 2012
AllianceBernstein June 2008 - May 2010
Credit Suisse December 2007 - January 2008
Credit Suisse May 2007 - August 2007
Skills
Microsoft Excel, Investment Banking, Market Research, Business Intelligence, Equities, Series 7, Mutual Funds, Hedge Funds, Alternative Investments, Asset Management, Series 66
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics
Chaminade High School 2000 — 2004
Eric Allard's Credit Suisse Experience March 2012 - Present
Job Vice President, Private Wealth Advisor at Credit Suisse
Industry Banking
Experience
Credit Suisse March 2012 - Present
Education
University of North Carolina at Chapel Hill 1997 — 1999
Master of Business Administration (MBA)
College of the Holy Cross 1987 — 1991
Bachelor of Arts (BA), Economics
Credit Suisse March 2012 - Present
Education
University of North Carolina at Chapel Hill 1997 — 1999
Master of Business Administration (MBA)
College of the Holy Cross 1987 — 1991
Bachelor of Arts (BA), Economics
Christopher Sugahara's Credit Suisse Experience 2002 - 2004
Job Senior Vice President at FairfieldMaxwell Ltd
Industry Investment Management
Experience
Fairfield-Maxwell Ltd 2012 - Present
Fairfield-Maxwell Ltd 2004 - Present
Credit Suisse 2002 - 2004
Credit Suisse 2000 - 2002
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Derivatives, Energy, Shipping
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.)
Fairfield-Maxwell Ltd 2012 - Present
Fairfield-Maxwell Ltd 2004 - Present
Credit Suisse 2002 - 2004
Credit Suisse 2000 - 2002
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Derivatives, Energy, Shipping
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.)
Todd Buchner's Credit Suisse Experience 2001 - Present
Job MD at Credit Suisse
Industry Banking
Experience
Credit Suisse 2001 - Present
Morgan Stanley 1997 - 2001
Cowen and Company 1996 - 1999
Education
Colgate University 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Cherry creek high school 1979 — 1983
High school
Credit Suisse 2001 - Present
Morgan Stanley 1997 - 2001
Cowen and Company 1996 - 1999
Education
Colgate University 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Cherry creek high school 1979 — 1983
High school
Brian Fitzsimmons's Credit Suisse Experience 2001 - April 2013
Job J. P. Morgan, Head of U.S. Inflation, Executive Director
Industry Banking
Experience
J.P. Morgan April 2013 - Present
Credit Suisse 2001 - April 2013
Skills
inflation-indexed bond, Inflation Swaps, Inflation, Fixed Income, Trading, Bonds, Capital Markets
Education
College of the Holy Cross 1996 — 2000
Bachelor of Arts (B.A.)
J.P. Morgan April 2013 - Present
Credit Suisse 2001 - April 2013
Skills
inflation-indexed bond, Inflation Swaps, Inflation, Fixed Income, Trading, Bonds, Capital Markets
Education
College of the Holy Cross 1996 — 2000
Bachelor of Arts (B.A.)
Patricia Whitehead's Credit Suisse Experience May 2013 - Present
Job Operations Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2013 - Present
DesignPoint Solutions May 2012 - August 2012
Skills
Economics, Financial Analysis, Microsoft Office, Teamwork, Customer Service, Data Analysis, Investments, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Trinity College, Dublin 2012 — 2013
Visiting Student- Business, Economics, and Social Sciences (BESS)
Mount Saint Mary Academy 2006 — 2010
High School
Credit Suisse May 2013 - Present
DesignPoint Solutions May 2012 - August 2012
Skills
Economics, Financial Analysis, Microsoft Office, Teamwork, Customer Service, Data Analysis, Investments, Microsoft Excel, Bloomberg
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Economics
Trinity College, Dublin 2012 — 2013
Visiting Student- Business, Economics, and Social Sciences (BESS)
Mount Saint Mary Academy 2006 — 2010
High School
Nicholas Rabiecki's Credit Suisse Experience 2011 - 2011
Job Financial Analyst at Investors Bank
Industry Financial Services
Experience
Investors Bank August 2012 - Present
Credit Suisse 2011 - 2011
Education
College of the Holy Cross 2008 — 2012
College of the Holy Cross
History
Investors Bank August 2012 - Present
Credit Suisse 2011 - 2011
Education
College of the Holy Cross 2008 — 2012
College of the Holy Cross
History
David Barbrack's Credit Suisse Experience May 2014 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2014 - Present
Deutsche Bank January 2009 - May 2014
Skills
Investment Banking, Derivatives, Capital Markets, Fixed Income, Equities, Corporate Finance, Banking, Valuation, FX Options, Equity Derivatives, Hedge Funds, Bloomberg
Education
Colgate University
Credit Suisse May 2014 - Present
Deutsche Bank January 2009 - May 2014
Skills
Investment Banking, Derivatives, Capital Markets, Fixed Income, Equities, Corporate Finance, Banking, Valuation, FX Options, Equity Derivatives, Hedge Funds, Bloomberg
Education
Colgate University
James Leder's Credit Suisse Experience July 2009 - April 2015
Job Brigade Capital
Industry Investment Management
Experience
Brigade Capital Management, LP April 2015 - Present
Credit Suisse July 2009 - April 2015
Merrill Lynch September 2001 - July 2009
Education
Columbia University in the City of New York 1999 — 2001
Master of Business Administration (MBA), Finance
College of the Holy Cross 1990 — 1994
Bachelor of Arts (BA), Economics
Brigade Capital Management, LP April 2015 - Present
Credit Suisse July 2009 - April 2015
Merrill Lynch September 2001 - July 2009
Education
Columbia University in the City of New York 1999 — 2001
Master of Business Administration (MBA), Finance
College of the Holy Cross 1990 — 1994
Bachelor of Arts (BA), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.