Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Gowtham Kumar Tangirala Gowtham Kumar Tangirala's Credit Suisse Experience June 2012 - July 2013
Job PHD Candidate, Columbia Business School
Industry Financial Services
Experience
Columbia Business School September 2013 - Present
Credit Suisse June 2012 - July 2013
Technische Universität München May 2011 - July 2011
Defence Research and Development Organisation May 2010 - July 2010
Education
Columbia University - Columbia Business School 2013 — 2018
Doctor of Philosophy (Ph.D.), Decisions, Risk & Operations
Indian Institute of Technology, Bombay 2008 — 2012
Bachelor of Technology (B.Tech.), Engineering Physics
Columbia Business School September 2013 - Present
Credit Suisse June 2012 - July 2013
Technische Universität München May 2011 - July 2011
Defence Research and Development Organisation May 2010 - July 2010
Education
Columbia University - Columbia Business School 2013 — 2018
Doctor of Philosophy (Ph.D.), Decisions, Risk & Operations
Indian Institute of Technology, Bombay 2008 — 2012
Bachelor of Technology (B.Tech.), Engineering Physics
Ari Perl, MD/MBA Ari Perl, MD/MBA's Credit Suisse Experience 2007 - 2009
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2014 - August 2014
AmnioChor 2011 - 2014
Credit Suisse 2007 - 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
NYU 2009 — 2013
Doctor of Medicine (MD)
Yeshiva University 2003 — 2007
Bachelor's degree, Economics
McKinsey & Company June 2014 - August 2014
AmnioChor 2011 - 2014
Credit Suisse 2007 - 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
NYU 2009 — 2013
Doctor of Medicine (MD)
Yeshiva University 2003 — 2007
Bachelor's degree, Economics
Jun Hou Jun Hou's Credit Suisse Experience July 2006 - February 2015
Job Senior Director, Corporate Strategy and Business Development at McKesson
Industry Hospital & Health Care
Experience
McKesson February 2015 - Present
Credit Suisse July 2006 - February 2015
McKinsey & Company May 2004 - August 2004
Oracle Corp May 2000 - July 2004
Skills
Mergers, Investment Banking, Financial Modeling, Capital Markets, Valuation, Private Equity, Corporate Finance, Due Diligence, Emerging Markets, M&A experience, Strategy, Financial Analysis, Business Strategy, Business Analysis, Cross-border M&A, Information Technology, Management Consulting, Finance, Mergers & Acquisitions, Corporate Development, Derivatives, Financial Structuring
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and management, Beta Gamma Sigma
Columbia University 1996 — 2000
BS, Computer Science, Economics, Salutatorian
Fudan University 1995 — 1995
McKesson February 2015 - Present
Credit Suisse July 2006 - February 2015
McKinsey & Company May 2004 - August 2004
Oracle Corp May 2000 - July 2004
Skills
Mergers, Investment Banking, Financial Modeling, Capital Markets, Valuation, Private Equity, Corporate Finance, Due Diligence, Emerging Markets, M&A experience, Strategy, Financial Analysis, Business Strategy, Business Analysis, Cross-border M&A, Information Technology, Management Consulting, Finance, Mergers & Acquisitions, Corporate Development, Derivatives, Financial Structuring
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and management, Beta Gamma Sigma
Columbia University 1996 — 2000
BS, Computer Science, Economics, Salutatorian
Fudan University 1995 — 1995
Adam Baer Adam Baer's Credit Suisse Experience July 2014 - Present
Job Investment Banking Associate Mergers & Acquisitions at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Morgan Stanley May 2011 - July 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley June 2008 - December 2009
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Financial Analysis, Financial Advisory, Corporate Finance, Strategy, Leadership, Capital Markets, Investments, Due Diligence, Derivatives
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Finance
American University of Rome 2007 — 2007
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Morgan Stanley May 2011 - July 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley June 2008 - December 2009
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Financial Analysis, Financial Advisory, Corporate Finance, Strategy, Leadership, Capital Markets, Investments, Due Diligence, Derivatives
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Finance
American University of Rome 2007 — 2007
David Herman David Herman's Credit Suisse Experience 2000 - 2012
Job Castine Maritime Group
Industry Banking
Experience
Castine Maritime Group 2013 - Present
Star Mountain Capital 2012 - Present
Credit Suisse 2000 - 2012
Sperry, Mitchell & Company 1994 - 1999
Skills
Venture Capital, Private Equity, Equities, Capital Markets, Leveraged Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Investments, Asset Management, IPO, Mergers & Acquisitions, Alternative Investments, Fixed Income, Derivatives, Emerging Markets, Financial Structuring, Structured Finance, LBO, Corporate Development, Portfolio Management, Hedge Funds, Corporate Finance, Bloomberg
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania 1990 — 1994
Bachelor of Arts (BA), Economics
Castine Maritime Group 2013 - Present
Star Mountain Capital 2012 - Present
Credit Suisse 2000 - 2012
Sperry, Mitchell & Company 1994 - 1999
Skills
Venture Capital, Private Equity, Equities, Capital Markets, Leveraged Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Investments, Asset Management, IPO, Mergers & Acquisitions, Alternative Investments, Fixed Income, Derivatives, Emerging Markets, Financial Structuring, Structured Finance, LBO, Corporate Development, Portfolio Management, Hedge Funds, Corporate Finance, Bloomberg
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania 1990 — 1994
Bachelor of Arts (BA), Economics
Matthew Koch Matthew Koch's Credit Suisse Experience 2010 - 2011
Job Chief Operating Officer Wholesale Credit and Market Risk at Wells Fargo
Industry Investment Management
Experience
Wells Fargo December 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2011 - 2013
Credit Suisse 2010 - 2011
Barclays Investment Bank September 2008 - December 2008
Lehman Brothers 2006 - 2008
Lehman Brothers 2003 - 2006
Lehman Brothers 2001 - 2003
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Corporate Finance, Credit Analysis, Portfolio Management, Public Finance, Distressed Debt, Leveraged Finance, Capital Markets, Investment Banking, Debt Restructuring, Finance, Bonds, Investments, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2010
Master of Business Administration (MBA), Finance
University of San Francisco 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo December 2014 - Present
Wells Fargo 2013 - 2014
Wells Fargo 2011 - 2013
Credit Suisse 2010 - 2011
Barclays Investment Bank September 2008 - December 2008
Lehman Brothers 2006 - 2008
Lehman Brothers 2003 - 2006
Lehman Brothers 2001 - 2003
Lehman Brothers 2000 - 2001
Skills
Fixed Income, Municipal Bonds, High Yield Bonds, Corporate Finance, Credit Analysis, Portfolio Management, Public Finance, Distressed Debt, Leveraged Finance, Capital Markets, Investment Banking, Debt Restructuring, Finance, Bonds, Investments, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2010
Master of Business Administration (MBA), Finance
University of San Francisco 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Derek Eve Derek Eve's Credit Suisse Experience July 2004 - June 2006
Job Vice President at Endeavour Capital
Industry Investment Management
Experience
Endeavour Capital September 2011 - Present
Diamond Castle Holdings LLC July 2006 - July 2009
Credit Suisse July 2004 - June 2006
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA)
University of Washington 2000 — 2004
BBA, Finance, Accounting
Endeavour Capital September 2011 - Present
Diamond Castle Holdings LLC July 2006 - July 2009
Credit Suisse July 2004 - June 2006
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA)
University of Washington 2000 — 2004
BBA, Finance, Accounting
Ji Park Ji Park's Credit Suisse Experience 2014 - 2015
Job Finance Manager at Facebook
Industry Internet
Experience
Facebook April 2015 - Present
Credit Suisse 2014 - 2015
UBS 2010 - 2013
Keane 2004 - 2008
Biogen Idec 2004 - 2008
Stanford University 2002 - 2004
The Hammer Lab 1998 - 2002
Skills
Valuation, Financial Modeling, Equity Research, Competitive Analysis, Investment Banking, Investments, Due Diligence, Equities, Private Equity, Corporate Finance, Capital Markets, Mergers & Acquisitions, Market Research, Financial Analysis, Venture Capital, Corporate Development, Portfolio Management, Hedge Funds, Financial Markets, Analysis, Fixed Income, DCF, Bloomberg, Fundamental Analysis, Equity Valuation, Investment Valuation, Financial Accounting, Financial Statements, Technology, Biotechnology, Healthcare
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance & Economics
University of Arizona 1998 — 2002
BS, Computer Science
University of Arizona 1998 — 2002
BS, Molecular & Cellular Biology
Facebook April 2015 - Present
Credit Suisse 2014 - 2015
UBS 2010 - 2013
Keane 2004 - 2008
Biogen Idec 2004 - 2008
Stanford University 2002 - 2004
The Hammer Lab 1998 - 2002
Skills
Valuation, Financial Modeling, Equity Research, Competitive Analysis, Investment Banking, Investments, Due Diligence, Equities, Private Equity, Corporate Finance, Capital Markets, Mergers & Acquisitions, Market Research, Financial Analysis, Venture Capital, Corporate Development, Portfolio Management, Hedge Funds, Financial Markets, Analysis, Fixed Income, DCF, Bloomberg, Fundamental Analysis, Equity Valuation, Investment Valuation, Financial Accounting, Financial Statements, Technology, Biotechnology, Healthcare
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance & Economics
University of Arizona 1998 — 2002
BS, Computer Science
University of Arizona 1998 — 2002
BS, Molecular & Cellular Biology
Rob Grien Rob Grien's Credit Suisse Experience November 2000 - April 2002
Job Managing Director at TM Capital
Industry Investment Banking
Experience
TM Capital July 2009 - Present
Deerfield Capital Management July 2004 - January 2009
Kelso Mezzanine Fund June 2002 - July 2004
Credit Suisse November 2000 - April 2002
Donaldson, Lufkin & Jenrette August 1989 - November 2000
Gabelli Asset Management 1987 - 1989
NY Futures Exchange 1984 - 1987
Skills
Restructuring, Leveraged Finance, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Private Placements, High Yield, Venture Capital, Financial Modeling, Equities, Capital Markets, Due Diligence, Hedge Funds, Recapitalizations, Special Situations, Alternative Investments, Mergers, Investments, M&A experience, Fixed Income, Portfolio Management, Mergers & Acquisitions, Finance, Corporate Development, Business Valuation, Structured Finance, Divestitures, IPO, Financial Structuring, Capital Raising, Equity Research, Acquisitions, Bloomberg, Capital, Mezzanine, Middle Market, Emerging Markets, Deal Sourcing, Investor Relations, Debt Restructuring, Capital Structure
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Accounting
Tulane University 1977 — 1981
BA, Political Science
TM Capital July 2009 - Present
Deerfield Capital Management July 2004 - January 2009
Kelso Mezzanine Fund June 2002 - July 2004
Credit Suisse November 2000 - April 2002
Donaldson, Lufkin & Jenrette August 1989 - November 2000
Gabelli Asset Management 1987 - 1989
NY Futures Exchange 1984 - 1987
Skills
Restructuring, Leveraged Finance, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Private Placements, High Yield, Venture Capital, Financial Modeling, Equities, Capital Markets, Due Diligence, Hedge Funds, Recapitalizations, Special Situations, Alternative Investments, Mergers, Investments, M&A experience, Fixed Income, Portfolio Management, Mergers & Acquisitions, Finance, Corporate Development, Business Valuation, Structured Finance, Divestitures, IPO, Financial Structuring, Capital Raising, Equity Research, Acquisitions, Bloomberg, Capital, Mezzanine, Middle Market, Emerging Markets, Deal Sourcing, Investor Relations, Debt Restructuring, Capital Structure
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Accounting
Tulane University 1977 — 1981
BA, Political Science
Kathryn Lee Kathryn Lee's Credit Suisse Experience July 2013 - Present
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Taipei American School August 2009 - June 2011
Triage Consulting Group August 2008 - July 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Strategy, Business Strategy, Due Diligence, Management Consulting
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
Bachelor's Degree, Psychology, Healthcare Management
Credit Suisse July 2013 - Present
Credit Suisse June 2012 - August 2012
Taipei American School August 2009 - June 2011
Triage Consulting Group August 2008 - July 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Strategy, Business Strategy, Due Diligence, Management Consulting
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
Bachelor's Degree, Psychology, Healthcare Management
Purnendu Misra Purnendu Misra's Credit Suisse Experience June 2009 - August 2011
Job
Industry Financial Services
Experience
BNY Mellon July 2013 - Present
Vocado August 2012 - July 2013
Barclays Capital August 2011 - April 2012
Credit Suisse June 2009 - August 2011
Goldman Sachs August 1998 - January 2009
Goldman Sachs November 1996 - May 1998
General Electric November 1994 - November 1996
Skills
IT Management, Program Management, Software Project..., Financial Technology, Capital Markets, Financial Accounting, General Ledger, Client Services, Billing Solutions, Online Payments, Legal Compliance, Process Management, Business Process Design, Business Intelligence, High Performance..., Enterprise Architecture, Web Development, Financial Services, Agile Methodologies, SaaS, Oracle, SDLC
Education
Columbia University - Columbia Business School 2009 — 2011
Master Of
New York University 1999 — 2003
Master of Science
National Institute of Technology Rourkela 1990 — 1994
BE
BNY Mellon July 2013 - Present
Vocado August 2012 - July 2013
Barclays Capital August 2011 - April 2012
Credit Suisse June 2009 - August 2011
Goldman Sachs August 1998 - January 2009
Goldman Sachs November 1996 - May 1998
General Electric November 1994 - November 1996
Skills
IT Management, Program Management, Software Project..., Financial Technology, Capital Markets, Financial Accounting, General Ledger, Client Services, Billing Solutions, Online Payments, Legal Compliance, Process Management, Business Process Design, Business Intelligence, High Performance..., Enterprise Architecture, Web Development, Financial Services, Agile Methodologies, SaaS, Oracle, SDLC
Education
Columbia University - Columbia Business School 2009 — 2011
Master Of
New York University 1999 — 2003
Master of Science
National Institute of Technology Rourkela 1990 — 1994
BE
Chuck Thompson's Credit Suisse Experience June 2010 - October 2014
Job Senior Vice President, Debt and Equity Capital Markets at Citizens Bank
Industry Banking
Experience
Citizens Bank November 2014 - Present
Credit Suisse June 2010 - October 2014
Morgan Stanley July 2005 - June 2010
US Army July 2000 - June 2005
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
United States Military Academy at West Point 1996 — 2000
BS, German and Systems Engineering
high school
Citizens Bank November 2014 - Present
Credit Suisse June 2010 - October 2014
Morgan Stanley July 2005 - June 2010
US Army July 2000 - June 2005
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
United States Military Academy at West Point 1996 — 2000
BS, German and Systems Engineering
high school
Annemarie von der Goltz Annemarie von der Goltz's Credit Suisse Experience July 2011 - Present
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
Columbia Business School September 2009 - May 2011
Goldman Sachs June 2010 - August 2010
Self Employed August 2008 - August 2009
Greenwood Investments, Inc. November 2006 - June 2008
Skills
Fluent German
Education
London Business School 2011 — 2011
MBA
Columbia University - Columbia Business School 2009 — 2011
MBA
Yale University 2002 — 2006
BA, History
St. Paul's School 1998 — 2002
Credit Suisse July 2011 - Present
Columbia Business School September 2009 - May 2011
Goldman Sachs June 2010 - August 2010
Self Employed August 2008 - August 2009
Greenwood Investments, Inc. November 2006 - June 2008
Skills
Fluent German
Education
London Business School 2011 — 2011
MBA
Columbia University - Columbia Business School 2009 — 2011
MBA
Yale University 2002 — 2006
BA, History
St. Paul's School 1998 — 2002
Alea Homison Alea Homison's Credit Suisse Experience July 2010 - June 2012
Job VP, Head of Strategy & Operations, Corporate Markets at GLG
Industry Executive Office
Experience
GLG May 2013 - Present
Abercrombie & Fitch July 2012 - April 2013
Credit Suisse July 2010 - June 2012
Pitney Bowes Inc. January 2006 - June 2008
Marsh USA Inc. January 2004 - December 2005
Skills
Financial Modeling, Mergers, Due Diligence, Capital Markets, Strategy, Equities, Analysis, Financial Analysis, Negotiation, Corporate Finance, Valuation, Retail, Risk Management, Business Strategy, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Gannon University 2000 — 2003
Bachelor of Science, Risk Management; Business Administration
GLG May 2013 - Present
Abercrombie & Fitch July 2012 - April 2013
Credit Suisse July 2010 - June 2012
Pitney Bowes Inc. January 2006 - June 2008
Marsh USA Inc. January 2004 - December 2005
Skills
Financial Modeling, Mergers, Due Diligence, Capital Markets, Strategy, Equities, Analysis, Financial Analysis, Negotiation, Corporate Finance, Valuation, Retail, Risk Management, Business Strategy, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Gannon University 2000 — 2003
Bachelor of Science, Risk Management; Business Administration
J. Graham Fadden's Credit Suisse Experience May 2008 - August 2008
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Georgian Deployment Program - ISAF June 2013 - November 2014
1st Battalion, 7th Marines January 2012 - June 2013
Credit Suisse May 2008 - August 2008
Citi May 2007 - August 2007
Skills
Leadership, Management, Microsoft Office, Economics, Research, Business Strategy, Training, Microsoft Excel, Financial Modeling, Public Speaking, Analysis, Leadership Development, Data Analysis, Afghanistan, National Security, Social Media, PowerPoint, Microsoft Word, Public Policy, Government, Risk Management, Negotiation, Team Leadership, Security Clearance, Military Experience, Military Operations, Command, Marine Corps, Weapons, Military, Infantry Tactics, Military Training
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2006 — 2010
B.S., Economics
London School of Economics 2009 — 2009
Westminster School 2001 — 2005
Georgian Deployment Program - ISAF June 2013 - November 2014
1st Battalion, 7th Marines January 2012 - June 2013
Credit Suisse May 2008 - August 2008
Citi May 2007 - August 2007
Skills
Leadership, Management, Microsoft Office, Economics, Research, Business Strategy, Training, Microsoft Excel, Financial Modeling, Public Speaking, Analysis, Leadership Development, Data Analysis, Afghanistan, National Security, Social Media, PowerPoint, Microsoft Word, Public Policy, Government, Risk Management, Negotiation, Team Leadership, Security Clearance, Military Experience, Military Operations, Command, Marine Corps, Weapons, Military, Infantry Tactics, Military Training
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2006 — 2010
B.S., Economics
London School of Economics 2009 — 2009
Westminster School 2001 — 2005
George I. Ivanov George I. Ivanov's Credit Suisse Experience 2009 - 2010
Job Consulting Team Leader – Strategy, M&A, Business Model
Industry Management Consulting
Experience
Deloitte Consulting LLP 2013 - Present
Capgemini Consulting 2010 - 2012
Credit Suisse 2009 - 2010
KPMG US LLP 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Financial Modeling, Strategy, Mergers, Corporate Finance, Valuation, Investment Banking, Acquisition Integration
Education
Columbia Business School
MBA
First Language School Varna
London School of Economics and Political Science
MSc, Finance
Deloitte Consulting LLP 2013 - Present
Capgemini Consulting 2010 - 2012
Credit Suisse 2009 - 2010
KPMG US LLP 2006 - 2008
Lehman Brothers 2005 - 2006
Skills
Financial Modeling, Strategy, Mergers, Corporate Finance, Valuation, Investment Banking, Acquisition Integration
Education
Columbia Business School
MBA
First Language School Varna
London School of Economics and Political Science
MSc, Finance
Jayveer Parekh Jayveer Parekh's Credit Suisse Experience June 2010 - September 2010
Job MBA Candidate (2016) at Columbia Business School
Industry Investment Management
Experience
Columbia Business School Investment Banking AnalystCredit SuisseJuly 2011 - September 2013
Credit Suisse June 2010 - September 2010
Skills
Financial Modeling, Capital Markets, Mergers & Acquisitions, Due Diligence, Equities, Corporate Finance, DCF, Equity Research, Bloomberg, Valuation, Financial Analysis, Financial Structuring, Finance, Private Equity, Securities, Fixed Income, Investment Banking, Analysis, Economics
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.), Investment Management
University of Chicago 2007 — 2011
BA, Economics
Columbia Business School Investment Banking AnalystCredit SuisseJuly 2011 - September 2013
Credit Suisse June 2010 - September 2010
Skills
Financial Modeling, Capital Markets, Mergers & Acquisitions, Due Diligence, Equities, Corporate Finance, DCF, Equity Research, Bloomberg, Valuation, Financial Analysis, Financial Structuring, Finance, Private Equity, Securities, Fixed Income, Investment Banking, Analysis, Economics
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.), Investment Management
University of Chicago 2007 — 2011
BA, Economics
Morgan Lunt, CFA Morgan Lunt, CFA's Credit Suisse Experience June 2012 - August 2012
Job Equity Research Analyst | Equity Research Associate
Industry Investment Management
Experience
PIMCO August 2013 - June 2015
Credit Suisse June 2012 - August 2012
Fisher Investments April 2010 - July 2011
Fisher Investments January 2008 - March 2010
Fisher Investments March 2006 - January 2008
Fisher Investments August 2005 - March 2006
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Financial Analysis, Investment Management, Competitive Analysis, Capital Markets, Bloomberg, Emerging Markets
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance and Economics, Value Investing
Dartmouth College 2001 — 2005
Bachelor of Arts, Engineering modified with Economics
PIMCO August 2013 - June 2015
Credit Suisse June 2012 - August 2012
Fisher Investments April 2010 - July 2011
Fisher Investments January 2008 - March 2010
Fisher Investments March 2006 - January 2008
Fisher Investments August 2005 - March 2006
Skills
Equity Research, Valuation, Financial Modeling, Investments, Equities, Financial Analysis, Investment Management, Competitive Analysis, Capital Markets, Bloomberg, Emerging Markets
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance and Economics, Value Investing
Dartmouth College 2001 — 2005
Bachelor of Arts, Engineering modified with Economics
Karyn Geringer's Credit Suisse Experience July 2001 - March 2005
Job Partner, Head of Business Development at East Lodge Capital
Industry Financial Services
Experience
East Lodge Capital July 2014 - Present
CQS October 2010 - July 2014
GLG Partners Corp. January 2007 - October 2010
Pequot Capital March 2005 - December 2007
Credit Suisse July 2001 - March 2005
US Navy June 1994 - January 1999
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Portfolio Management, Investments, Private Equity, Derivatives, Bloomberg, Trading, Valuation, Due Diligence, Asset Allocation, Prime Brokerage, Fund Of Funds, Financial Modeling, Investment Banking, Capital Markets, Risk Management, Structured Products, Emerging Markets, Bonds, Securities, Investment Management, Asset Management, Investor Relations
Education
Columbia Business School 1999 — 2001
Master of Business Administration, Finance
United States Naval Academy 1990 — 1994
Bachelor of Science, Political Science and Government
East Lodge Capital July 2014 - Present
CQS October 2010 - July 2014
GLG Partners Corp. January 2007 - October 2010
Pequot Capital March 2005 - December 2007
Credit Suisse July 2001 - March 2005
US Navy June 1994 - January 1999
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Portfolio Management, Investments, Private Equity, Derivatives, Bloomberg, Trading, Valuation, Due Diligence, Asset Allocation, Prime Brokerage, Fund Of Funds, Financial Modeling, Investment Banking, Capital Markets, Risk Management, Structured Products, Emerging Markets, Bonds, Securities, Investment Management, Asset Management, Investor Relations
Education
Columbia Business School 1999 — 2001
Master of Business Administration, Finance
United States Naval Academy 1990 — 1994
Bachelor of Science, Political Science and Government
Meg Miller Rydzewski Meg Miller Rydzewski's Credit Suisse Experience January 2001 - February 2005
Job Owner at Joyful Spirit, LLC
Industry Retail
Experience
Joyful Spirit, LLC (Joyful Spirit Gifts Catholic Store) September 2013 - Present
Stay at Home Parent February 2005 - May 2014
Missing Letters September 2011 - February 2013
Credit Suisse January 2001 - February 2005
Donaldson, Lufkin & Jenrette April 1996 - December 2000
Coach April 1986 - August 1994
Skills
Stock Picking, Equity Research, Equities, Valuation, Financial Modeling, Equity Valuation, Financial Statement..., Writing, Finance, Fiction Writing, Investment Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Georgetown University 1985 — 1989
BSBA
University of Oxford - Brasenose College 1988 — 1988
Summer Courses
Georgetown Visitation Preparatory School 1981 — 1985
Annunciation Catholic School 1973 — 1981
Joyful Spirit, LLC (Joyful Spirit Gifts Catholic Store) September 2013 - Present
Stay at Home Parent February 2005 - May 2014
Missing Letters September 2011 - February 2013
Credit Suisse January 2001 - February 2005
Donaldson, Lufkin & Jenrette April 1996 - December 2000
Coach April 1986 - August 1994
Skills
Stock Picking, Equity Research, Equities, Valuation, Financial Modeling, Equity Valuation, Financial Statement..., Writing, Finance, Fiction Writing, Investment Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Georgetown University 1985 — 1989
BSBA
University of Oxford - Brasenose College 1988 — 1988
Summer Courses
Georgetown Visitation Preparatory School 1981 — 1985
Annunciation Catholic School 1973 — 1981
Jack Casey Jack Casey's Credit Suisse Experience August 2009 - January 2011
Job Director at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management October 2012 - Present
Credit Suisse August 2009 - January 2011
Credit Suisse October 2004 - August 2009
Deutsche Bank July 1990 - August 2003
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Investment Banking, Emerging Markets, Capital Markets, Valuation, Mutual Funds
Education
Columbia Business School
MBA
Rutgers University
BA, Economics
Pine River Capital Management October 2012 - Present
Credit Suisse August 2009 - January 2011
Credit Suisse October 2004 - August 2009
Deutsche Bank July 1990 - August 2003
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Investment Banking, Emerging Markets, Capital Markets, Valuation, Mutual Funds
Education
Columbia Business School
MBA
Rutgers University
BA, Economics
Jason Jun Jason Jun's Credit Suisse Experience July 2013 - Present
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Ascend Global Investments, LLC October 2012 - May 2013
Columbia University August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Deloitte Consulting September 2005 - April 2011
Valmore Partners June 2004 - August 2004
Yahoo! June 2003 - August 2003
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
King's College London 2002 — 2005
BSc, Business Management
Credit Suisse July 2013 - Present
Ascend Global Investments, LLC October 2012 - May 2013
Columbia University August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Deloitte Consulting September 2005 - April 2011
Valmore Partners June 2004 - August 2004
Yahoo! June 2003 - August 2003
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
King's College London 2002 — 2005
BSc, Business Management
Andrew Mellgard Andrew Mellgard's Credit Suisse Experience July 2008 - August 2011
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
J.P. Morgan September 2012 - December 2014
Mercuria Energy Trading S.A. August 2011 - August 2012
Credit Suisse July 2008 - August 2011
Goldman Sachs November 1996 - June 2008
Mellon Bank April 1989 - October 1996
ExxonMobil August 1980 - August 1986
Skills
Commodities, Risk Management, Metals, Energy, Mining, Commodity, Capital Markets, Trading, Corporate Finance, Mergers & Acquisitions, Project Finance, Financial Analysis, Credit Risk, Coal, Due Diligence, Derivatives, Structured Finance, Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance & International Business
University of South Carolina-Columbia 1978 — 1980
MS, Geology
Lafayette College 1974 — 1978
BA, Geology
Morgan Stanley January 2015 - Present
J.P. Morgan September 2012 - December 2014
Mercuria Energy Trading S.A. August 2011 - August 2012
Credit Suisse July 2008 - August 2011
Goldman Sachs November 1996 - June 2008
Mellon Bank April 1989 - October 1996
ExxonMobil August 1980 - August 1986
Skills
Commodities, Risk Management, Metals, Energy, Mining, Commodity, Capital Markets, Trading, Corporate Finance, Mergers & Acquisitions, Project Finance, Financial Analysis, Credit Risk, Coal, Due Diligence, Derivatives, Structured Finance, Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance & International Business
University of South Carolina-Columbia 1978 — 1980
MS, Geology
Lafayette College 1974 — 1978
BA, Geology
Jason Hong Jason Hong's Credit Suisse Experience 2011 - 2014
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Credit Suisse 2011 - 2014
Credit Suisse June 2010 - August 2010
BMO Capital Markets 2007 - 2009
UBS Investment Bank 2005 - 2007
Travelers May 2004 - August 2004
Skills
Financial Modeling, Valuation, Leveraged Finance, Equities, Private Equity, Mergers
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Seward Park HS 1999 — 2001
Bi Le High School 1997 — 1999
Bank of America Merrill Lynch 2014 - Present
Credit Suisse 2011 - 2014
Credit Suisse June 2010 - August 2010
BMO Capital Markets 2007 - 2009
UBS Investment Bank 2005 - 2007
Travelers May 2004 - August 2004
Skills
Financial Modeling, Valuation, Leveraged Finance, Equities, Private Equity, Mergers
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Hamilton College 2001 — 2005
Bachelor of Arts (B.A.)
Seward Park HS 1999 — 2001
Bi Le High School 1997 — 1999
Jyotirmay Chaudhuri Jyotirmay Chaudhuri's Credit Suisse Experience January 2015 - September 2015
Job Vice President – Sr. Business Analyst / Project Manager
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Credit Suisse January 2015 - September 2015
Credit Suisse February 2010 - December 2014
Credit Suisse August 2008 - February 2010
UBS Global Asset Management September 2007 - July 2008
delivery.com January 2007 - September 2007
Pfizer Health Solutions August 2006 - January 2007
Countrywide January 2006 - August 2006
Ameriquest Mortgage June 2004 - January 2006
Digital Electronic Machines, Inc May 2003 - May 2004
Skills
SDLC, Systems Analysis, Business Analysis, Requirements Analysis, Vendor Management, SQL, Risk Management, Software Project..., VBA, Fixed Income, Software Development, Integration, Agile Methodologies, Business Intelligence, Project Management, Atlassian JIRA, Business Process, Requirements Gathering, User Acceptance Testing
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Missouri-Kansas City 2001 — 2003
M.S, Electrical Engineering
Nagpur University 1996 — 2000
B.E, Electronics & Telecommunication
Bank of America Merrill Lynch September 2015 - Present
Credit Suisse January 2015 - September 2015
Credit Suisse February 2010 - December 2014
Credit Suisse August 2008 - February 2010
UBS Global Asset Management September 2007 - July 2008
delivery.com January 2007 - September 2007
Pfizer Health Solutions August 2006 - January 2007
Countrywide January 2006 - August 2006
Ameriquest Mortgage June 2004 - January 2006
Digital Electronic Machines, Inc May 2003 - May 2004
Skills
SDLC, Systems Analysis, Business Analysis, Requirements Analysis, Vendor Management, SQL, Risk Management, Software Project..., VBA, Fixed Income, Software Development, Integration, Agile Methodologies, Business Intelligence, Project Management, Atlassian JIRA, Business Process, Requirements Gathering, User Acceptance Testing
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Missouri-Kansas City 2001 — 2003
M.S, Electrical Engineering
Nagpur University 1996 — 2000
B.E, Electronics & Telecommunication
Chris O'Donnell Chris O'Donnell's Credit Suisse Experience July 2001 - April 2002
Job Consumer/Retail Equity Specialist
Industry Financial Services
Experience
Mark Asset Management May 2014 - June 2015
Stelliam Investment Management June 2011 - February 2013
Caxton Associates April 2002 - May 2011
Credit Suisse July 2001 - April 2002
Morgan Stanley July 1998 - July 2001
LibertyView Capital Management May 1997 - March 1998
Banque Paribas September 1993 - June 1996
Chemical Banking Corp June 1992 - September 1993
Skills
Equity Research Analysis, Equity Valuation, Investment Management, Chartered Financial..., Equity Trading, Consumer Goods, Hedge Funds, Asset Management, Portfolio Management, Equity Research, Investments, Strategy, Trading Strategies, Valuation, Equities, Hedging, Alternative Investments, Securities, Financial Modeling, Trading, Bloomberg, Capital Markets, Asset Allocation, Private Equity, Investment Strategies, Financial Markets, Value Investing, Proprietary Trading, Educational Fundraising
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, 3.5
Haverford College 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.3
Phillips Exeter Academy 1986 — 1988
Mark Asset Management May 2014 - June 2015
Stelliam Investment Management June 2011 - February 2013
Caxton Associates April 2002 - May 2011
Credit Suisse July 2001 - April 2002
Morgan Stanley July 1998 - July 2001
LibertyView Capital Management May 1997 - March 1998
Banque Paribas September 1993 - June 1996
Chemical Banking Corp June 1992 - September 1993
Skills
Equity Research Analysis, Equity Valuation, Investment Management, Chartered Financial..., Equity Trading, Consumer Goods, Hedge Funds, Asset Management, Portfolio Management, Equity Research, Investments, Strategy, Trading Strategies, Valuation, Equities, Hedging, Alternative Investments, Securities, Financial Modeling, Trading, Bloomberg, Capital Markets, Asset Allocation, Private Equity, Investment Strategies, Financial Markets, Value Investing, Proprietary Trading, Educational Fundraising
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, 3.5
Haverford College 1988 — 1992
Bachelor of Arts (B.A.), Economics, 3.3
Phillips Exeter Academy 1986 — 1988
Henry Delouvrier Henry Delouvrier's Credit Suisse Experience June 2010 - May 2011
Job Product Manager at ZocDoc
Industry Internet
Experience
ZocDoc August 2013 - Present
ZocDoc June 2012 - August 2013
Lazard Freres & Co. May 2011 - June 2012
Credit Suisse June 2010 - May 2011
Skills
Product Management, Start-ups, Venture Capital, Private Equity, Entrepreneurship, Strategy, Project Management, Analytics, Mergers & Acquisitions, Valuation, Corporate Development, Financial Analysis, Management, Corporate Finance, Marketing, Business Development, Social Media
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business
The Lawrenceville School
ZocDoc August 2013 - Present
ZocDoc June 2012 - August 2013
Lazard Freres & Co. May 2011 - June 2012
Credit Suisse June 2010 - May 2011
Skills
Product Management, Start-ups, Venture Capital, Private Equity, Entrepreneurship, Strategy, Project Management, Analytics, Mergers & Acquisitions, Valuation, Corporate Development, Financial Analysis, Management, Corporate Finance, Marketing, Business Development, Social Media
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business
The Lawrenceville School
Andrew Russakoff Andrew Russakoff's Credit Suisse Experience 2011 - 2012
Job Senior Director, Financial Planning at IAC
Industry Financial Services
Experience
IAC 2015 - Present
GameChanger Media, Inc. 2014 - 2015
Pellucid Analytics 2012 - 2014
Credit Suisse 2011 - 2012
NRG Energy 2010 - 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Strategy, Due Diligence, Project Finance, Corporate Development, Investment Banking, Private Equity, Venture Capital, Mergers, Renewable Energy, Energy, Cleantech, Financial Analysis, Business Strategy, Capital Markets, User Experience, Entrepreneurship, Product Development, Business Development, Business Process Design, Financial Accounting, Technology Product..., Business Model..., Start-ups, Analytics, Analysis, Mergers & Acquisitions, Management Consulting
Education
Harvard University
A.B., Engineering
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Glen Cove High School
IAC 2015 - Present
GameChanger Media, Inc. 2014 - 2015
Pellucid Analytics 2012 - 2014
Credit Suisse 2011 - 2012
NRG Energy 2010 - 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Strategy, Due Diligence, Project Finance, Corporate Development, Investment Banking, Private Equity, Venture Capital, Mergers, Renewable Energy, Energy, Cleantech, Financial Analysis, Business Strategy, Capital Markets, User Experience, Entrepreneurship, Product Development, Business Development, Business Process Design, Financial Accounting, Technology Product..., Business Model..., Start-ups, Analytics, Analysis, Mergers & Acquisitions, Management Consulting
Education
Harvard University
A.B., Engineering
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
Glen Cove High School
Edward Koliver Edward Koliver's Credit Suisse Experience 1993 - 1995
Job Managing Partner, Koliver Merchant Bank
Industry Financial Services
Experience
Koliver Merchant Bank April 1998 - Present
ABN AMRO Bank 1996 - 1997
Smith Barney 1995 - 1996
Credit Suisse 1993 - 1995
Chemical Bank 1993 - 1993
Brasilpar 1990 - 1991
Dana Holding Corporation 1982 - 1990
Skills
Mergers, Business Acquisition, Assessoria Financeira, International Capital..., Private Equity, Investment Banking, Equities, Asset Management, Transaction, Corporate Finance, Capital Markets, Venture Capital, Valuation, Financial Modeling, Joint Ventures, Due Diligence, Debt, Structuring, Investments, Business Strategy, Capital, Portfolio Management, Financial Analysis, Emerging Markets, Business Valuation, Banking, Capital Structure, Origination, Cross-border..., Brazil, Asset Managment, Financial Structuring
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, International Capital Markets
Ibmec 1990 — 1991
Master of Business Administration (MBA), Finance
Universidade Federal do Rio Grande do Sul 1987 — 1989
MBA, Marketing
Universidade Federal do Rio Grande do Sul 1980 — 1985
BS, Mechanical Engineering
Colégio Anchieta 1969 — 1979
High School
Koliver Merchant Bank April 1998 - Present
ABN AMRO Bank 1996 - 1997
Smith Barney 1995 - 1996
Credit Suisse 1993 - 1995
Chemical Bank 1993 - 1993
Brasilpar 1990 - 1991
Dana Holding Corporation 1982 - 1990
Skills
Mergers, Business Acquisition, Assessoria Financeira, International Capital..., Private Equity, Investment Banking, Equities, Asset Management, Transaction, Corporate Finance, Capital Markets, Venture Capital, Valuation, Financial Modeling, Joint Ventures, Due Diligence, Debt, Structuring, Investments, Business Strategy, Capital, Portfolio Management, Financial Analysis, Emerging Markets, Business Valuation, Banking, Capital Structure, Origination, Cross-border..., Brazil, Asset Managment, Financial Structuring
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, International Capital Markets
Ibmec 1990 — 1991
Master of Business Administration (MBA), Finance
Universidade Federal do Rio Grande do Sul 1987 — 1989
MBA, Marketing
Universidade Federal do Rio Grande do Sul 1980 — 1985
BS, Mechanical Engineering
Colégio Anchieta 1969 — 1979
High School
Luis Galarza's Credit Suisse Experience June 2012 - August 2012
Job Manager at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting, LLP August 2015 - Present
Deloitte Consulting, LLP August 2013 - August 2015
Ascend Global Investments, LLC February 2012 - May 2013
Credit Suisse June 2012 - August 2012
Deloitte Consulting, LLP July 2011 - August 2011
Raytheon July 2008 - June 2011
Raytheon January 2007 - July 2008
Raytheon June 2005 - January 2007
Skills
Program Management, Government, Contract Negotiation, Logistics, Systems Engineering, Earned Value Management, Budgeting, Financial Modeling, Process Improvement, Management Consulting, Excel, Microsoft Office, Analysis, Business Strategy, Six Sigma, PowerPoint, Team Leadership, Negotiation, Word, Problem Solving, Financial Reporting, Supply Chain Management, Risk Management, SAP, Forecasting, Access, Accounting, Corporate Finance, Operations Management, Lotus Notes, Project Planning, Outlook, Business Planning, Microsoft Excel, Microsoft Word, Finance, Valuation, Financial Analysis, Investment Banking, Private Equity, Leadership, Due Diligence, Investments, Strategy, Business Process..., Proposal Writing, Competitive Analysis, Budgets, Cross-functional Team..., Data Analysis
Education
Columbia Business School 2011 — 2013
Master, Business Administration
Southern Methodist University 2005 — 2008
Master of Science, Systems Engineering; Supply Chain Logistics
Florida Atlantic University 2001 — 2005
Bachelor, Electrical Engineering
Colegio Santiago de Leon de Caracas 1997 — 2000
High School, Sciences
Deloitte Consulting, LLP August 2015 - Present
Deloitte Consulting, LLP August 2013 - August 2015
Ascend Global Investments, LLC February 2012 - May 2013
Credit Suisse June 2012 - August 2012
Deloitte Consulting, LLP July 2011 - August 2011
Raytheon July 2008 - June 2011
Raytheon January 2007 - July 2008
Raytheon June 2005 - January 2007
Skills
Program Management, Government, Contract Negotiation, Logistics, Systems Engineering, Earned Value Management, Budgeting, Financial Modeling, Process Improvement, Management Consulting, Excel, Microsoft Office, Analysis, Business Strategy, Six Sigma, PowerPoint, Team Leadership, Negotiation, Word, Problem Solving, Financial Reporting, Supply Chain Management, Risk Management, SAP, Forecasting, Access, Accounting, Corporate Finance, Operations Management, Lotus Notes, Project Planning, Outlook, Business Planning, Microsoft Excel, Microsoft Word, Finance, Valuation, Financial Analysis, Investment Banking, Private Equity, Leadership, Due Diligence, Investments, Strategy, Business Process..., Proposal Writing, Competitive Analysis, Budgets, Cross-functional Team..., Data Analysis
Education
Columbia Business School 2011 — 2013
Master, Business Administration
Southern Methodist University 2005 — 2008
Master of Science, Systems Engineering; Supply Chain Logistics
Florida Atlantic University 2001 — 2005
Bachelor, Electrical Engineering
Colegio Santiago de Leon de Caracas 1997 — 2000
High School, Sciences
Joni McKown Grossman Joni McKown Grossman's Credit Suisse Experience 2003 - 2007
Job Consultant/Designer
Industry Investment Management
Experience
Self Employed 2009 - Present
Self Employed 2007 - 2009
Credit Suisse 2003 - 2007
Morgan Stanley 1998 - 2001
Skills
Investment Banking, Private Equity, Financial Analysis, Investments, Corporate Finance, Alternative Investments, Bloomberg, Competitive Analysis, Start-ups, Hedge Funds, Portfolio Management, Asset Allocation, Capital Markets, Due Diligence, Equities, Mergers, Valuation
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
The University of Texas at Austin 1992 — 1996
Bachelor of Arts, Phi Beta Kappa
Self Employed 2009 - Present
Self Employed 2007 - 2009
Credit Suisse 2003 - 2007
Morgan Stanley 1998 - 2001
Skills
Investment Banking, Private Equity, Financial Analysis, Investments, Corporate Finance, Alternative Investments, Bloomberg, Competitive Analysis, Start-ups, Hedge Funds, Portfolio Management, Asset Allocation, Capital Markets, Due Diligence, Equities, Mergers, Valuation
Education
Columbia Business School 2001 — 2003
Master of Business Administration (MBA)
The University of Texas at Austin 1992 — 1996
Bachelor of Arts, Phi Beta Kappa
Amanda Briggs Amanda Briggs's Credit Suisse Experience August 1999 - August 2003
Job Realtor at Houlihan Lawrence Real Estate
Industry Real Estate
Experience
Houlihan Lawrence October 2011 - Present
William Pitt Sotheby's International Realty September 2004 - October 2011
Credit Suisse August 1999 - August 2003
Credit Suisse 1999 - 2003
Skills
Investments, Real Estate, Asset Managment, Investment Properties, Residential Homes, Series 7, Equities, Private Equity, New Business Development, Negotiation, Strategic Planning, Hedge Funds, Derivatives, Business Strategy, Customer Service, Strategy, PowerPoint, Real Estate Development, Marketing Strategy, Contract Negotiation, Asset Management, Selling, Condos, First Time Home Buyers, Sales
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Davidson College 1993 — 1995
BA, English
New Canaan Country School
New Canaan Country School
New Canaan Country School
Houlihan Lawrence October 2011 - Present
William Pitt Sotheby's International Realty September 2004 - October 2011
Credit Suisse August 1999 - August 2003
Credit Suisse 1999 - 2003
Skills
Investments, Real Estate, Asset Managment, Investment Properties, Residential Homes, Series 7, Equities, Private Equity, New Business Development, Negotiation, Strategic Planning, Hedge Funds, Derivatives, Business Strategy, Customer Service, Strategy, PowerPoint, Real Estate Development, Marketing Strategy, Contract Negotiation, Asset Management, Selling, Condos, First Time Home Buyers, Sales
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Davidson College 1993 — 1995
BA, English
New Canaan Country School
New Canaan Country School
New Canaan Country School
Carl Lantz Carl Lantz's Credit Suisse Experience 2005 - Present
Job Head of US Interest Rate Strategy at Credit Suiss
Industry Banking
Experience
Credit Suisse 2005 - Present
Investment Research Anthem Healthcare 2001 - 2002
Federal Reserve Bank of Richmond 1999 - 2001
Education
Columbia University - Columbia Business School
Tia sch
Credit Suisse 2005 - Present
Investment Research Anthem Healthcare 2001 - 2002
Federal Reserve Bank of Richmond 1999 - 2001
Education
Columbia University - Columbia Business School
Tia sch
Manisha Kathuria, CAIA Manisha Kathuria, CAIA's Credit Suisse Experience 2009 - 2009
Job Associate Director, NonProfits at Russell Investments
Industry Investment Management
Experience
Russell Investments March 2012 - Present
National Association of Women MBAs - Seattle Professional Chapter May 2014 - April 2015
Russell Investments September 2010 - March 2012
Credit Suisse 2009 - 2009
Deutsche Bank 2007 - 2008
Deutsche Bank 2005 - 2007
Deutsche Bank 2004 - 2005
Skills
Financial Modeling, Equities, Hedge Funds, Capital Markets, Valuation, Fixed Income, Investment Management, Value Investing, Sustainable Investing, Impact Investing, Research, Thought Leadership, Alternative Investment..., Non-profit investment..., Investments, Strategy, Private Equity, Asset Management, Emerging Markets, Alternative Investments
Education
Columbia University - Columbia Business School 2009 — 2010
Masters in Business Administration
National University of Singapore 1999 — 2005
Masters, Bachelors (with Honors)
Lehigh University 2003 — 2003
Global Village for Future Leaders of Business and Industry
Stanford University 2002 — 2003
Minor
Delhi Public School - R. K. Puram 1997 — 1999
High School
Loreto Convent Girls School 1985 — 1997
Indian Certificate of Secondary Education (ICSE) Exam
Russell Investments March 2012 - Present
National Association of Women MBAs - Seattle Professional Chapter May 2014 - April 2015
Russell Investments September 2010 - March 2012
Credit Suisse 2009 - 2009
Deutsche Bank 2007 - 2008
Deutsche Bank 2005 - 2007
Deutsche Bank 2004 - 2005
Skills
Financial Modeling, Equities, Hedge Funds, Capital Markets, Valuation, Fixed Income, Investment Management, Value Investing, Sustainable Investing, Impact Investing, Research, Thought Leadership, Alternative Investment..., Non-profit investment..., Investments, Strategy, Private Equity, Asset Management, Emerging Markets, Alternative Investments
Education
Columbia University - Columbia Business School 2009 — 2010
Masters in Business Administration
National University of Singapore 1999 — 2005
Masters, Bachelors (with Honors)
Lehigh University 2003 — 2003
Global Village for Future Leaders of Business and Industry
Stanford University 2002 — 2003
Minor
Delhi Public School - R. K. Puram 1997 — 1999
High School
Loreto Convent Girls School 1985 — 1997
Indian Certificate of Secondary Education (ICSE) Exam
Arthur Zuckerman Arthur Zuckerman's Credit Suisse Experience 2002 - 2004
Job Experienced Private Equity and Venture Capital Chief Financial Officer CFO, Chief Operating Officer COO
Industry Venture Capital & Private Equity
Experience
The TriCycle Group, LLC January 2013 - Present
Avista Capital Partners October 2010 - December 2012
The TriCycle Group, LLC February 2006 - October 2010
Evercore Partners 2005 - 2006
Credit Suisse 2002 - 2004
Donaldson, Lufkin & Jenrette February 1992 - September 2002
Oxford Capital Partners 1986 - 1991
Lehman Brothers 1982 - 1985
Strategic Information Group 1980 - 1982
Skills
Venture Capital, Private Equity, Compliance, Investran, Investor Relations, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer, TheNextRound, Equitrak, Consulting, Project Management, Operations Management, Alternative Investments, Financial Services, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Asset Management, Management, Investment Management, Financial Reporting, Finance, Management Consulting, Corporate Governance, Fund Administration, Fund Accounting, Securities, Investments, Equities, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Mergers
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1977 — 1981
BS, Botany
Hopkins School 1971 — 1977
The TriCycle Group, LLC January 2013 - Present
Avista Capital Partners October 2010 - December 2012
The TriCycle Group, LLC February 2006 - October 2010
Evercore Partners 2005 - 2006
Credit Suisse 2002 - 2004
Donaldson, Lufkin & Jenrette February 1992 - September 2002
Oxford Capital Partners 1986 - 1991
Lehman Brothers 1982 - 1985
Strategic Information Group 1980 - 1982
Skills
Venture Capital, Private Equity, Compliance, Investran, Investor Relations, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer, TheNextRound, Equitrak, Consulting, Project Management, Operations Management, Alternative Investments, Financial Services, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Asset Management, Management, Investment Management, Financial Reporting, Finance, Management Consulting, Corporate Governance, Fund Administration, Fund Accounting, Securities, Investments, Equities, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Mergers
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1977 — 1981
BS, Botany
Hopkins School 1971 — 1977
Jim Passiak's Credit Suisse Experience 1992 - 1995
Job Business Development, Alternative Investments
Industry Investment Management
Experience
Private Asset Management Company 2012 - Present
Camden Advisors 1996 - 2011
Credit Suisse 1992 - 1995
Goldman Sachs 1988 - 1991
KPMG US 1983 - 1986
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
Michigan State University
Bachelor of Arts (BA), Accounting and Finance
Private Asset Management Company 2012 - Present
Camden Advisors 1996 - 2011
Credit Suisse 1992 - 1995
Goldman Sachs 1988 - 1991
KPMG US 1983 - 1986
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
Michigan State University
Bachelor of Arts (BA), Accounting and Finance
Matthew Pace Matthew Pace's Credit Suisse Experience 2010 - 2010
Job Editor | Writer | Content Producer who helps organizations tell better stories
Industry Writing and Editing
Experience
NHK, Japan Broadcasting Corporation 2011 - 2014
Canadian Broadcasting Corporation 2010 - 2011
Credit Suisse 2010 - 2010
Canadian Broadcasting Corporation 2001 - 2006
Canadian Broadcasting Corporation 1998 - 2001
Newsworld International 1994 - 1998
Skills
Editing, Writing, Storytelling, Journalism, Broadcast, Television, Digital Media, Video Production, Producing, Breaking News, Broadcast Television, Social Media
Education
Columbia University - Columbia Business School
Master of Business Administration, Media Management
New York University
Master of Arts, Journalism
The University of Western Ontario
Bachelor of Arts, English
NHK, Japan Broadcasting Corporation 2011 - 2014
Canadian Broadcasting Corporation 2010 - 2011
Credit Suisse 2010 - 2010
Canadian Broadcasting Corporation 2001 - 2006
Canadian Broadcasting Corporation 1998 - 2001
Newsworld International 1994 - 1998
Skills
Editing, Writing, Storytelling, Journalism, Broadcast, Television, Digital Media, Video Production, Producing, Breaking News, Broadcast Television, Social Media
Education
Columbia University - Columbia Business School
Master of Business Administration, Media Management
New York University
Master of Arts, Journalism
The University of Western Ontario
Bachelor of Arts, English
Lewis Meyers Lewis Meyers's Credit Suisse Experience November 2008 - November 2011
Job Relationship Management | Business Development | Fixed Income Specialist
Industry Capital Markets
Experience
Nomura November 2011 - June 2015
Credit Suisse November 2008 - November 2011
Lehman Brothers 1990 - 2008
Skills
Relationship Management, Fixed Income, Structured Products, Business Development, Capital Markets, Trading, Bonds, Bloomberg, Sales Management, Reverse Mortgages, Financial Analysis, Securitization, Investment Banking, Derivatives, Structured Finance, Asset Management, Portfolio Management, Investments, Banking, Interest Rates, Financial Markets, Finance, Mortgage Banking, Mortgage Industry, Asset-backed...
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (M.B.A.), Business
Lafayette College 1985 — 1989
BA, Economics
Nomura November 2011 - June 2015
Credit Suisse November 2008 - November 2011
Lehman Brothers 1990 - 2008
Skills
Relationship Management, Fixed Income, Structured Products, Business Development, Capital Markets, Trading, Bonds, Bloomberg, Sales Management, Reverse Mortgages, Financial Analysis, Securitization, Investment Banking, Derivatives, Structured Finance, Asset Management, Portfolio Management, Investments, Banking, Interest Rates, Financial Markets, Finance, Mortgage Banking, Mortgage Industry, Asset-backed...
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (M.B.A.), Business
Lafayette College 1985 — 1989
BA, Economics
Shriya Paliwal's Credit Suisse Experience May 2008 - August 2008
Job MBA Graduate, Columbia Business School
Industry Management Consulting
Experience
Columbia Business School July 2013 - May 2015
EY June 2014 - August 2014
KPMG October 2012 - July 2013
KPMG October 2010 - October 2012
Credit Suisse May 2008 - August 2008
Skills
Change Management, Microsoft Excel, Economics, External Audit, GAAP, PowerPoint, Microsoft Office, Business Strategy, Data Analysis, Managerial Finance
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2010 — 2010
Master of Science (MS), Accounting
New York University - Leonard N. Stern School of Business 2008 — 2010
Bachelor of Science (BS), Accounting and Finance
Case Western Reserve University - Weatherhead School of Management 2006 — 2008
Choate Rosemary Hall 2002 — 2006
Highschool
Columbia Business School July 2013 - May 2015
EY June 2014 - August 2014
KPMG October 2012 - July 2013
KPMG October 2010 - October 2012
Credit Suisse May 2008 - August 2008
Skills
Change Management, Microsoft Excel, Economics, External Audit, GAAP, PowerPoint, Microsoft Office, Business Strategy, Data Analysis, Managerial Finance
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2010 — 2010
Master of Science (MS), Accounting
New York University - Leonard N. Stern School of Business 2008 — 2010
Bachelor of Science (BS), Accounting and Finance
Case Western Reserve University - Weatherhead School of Management 2006 — 2008
Choate Rosemary Hall 2002 — 2006
Highschool
Candy Zhuxi Chen Candy Zhuxi Chen's Credit Suisse Experience January 2013 - April 2014
Job Columbia Business School MBA Program
Industry Higher Education
Experience
Credit Suisse January 2013 - April 2014
Credit Suisse August 2011 - December 2012
University of Michigan September 2007 - April 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Research, Data Analysis, Economics, Microsoft Office, Finance, Investment Banking, Microsoft Excel
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
University of Michigan 2007 — 2011
Bachelor of Arts (BA), Economics/Psychology
Credit Suisse January 2013 - April 2014
Credit Suisse August 2011 - December 2012
University of Michigan September 2007 - April 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Research, Data Analysis, Economics, Microsoft Office, Finance, Investment Banking, Microsoft Excel
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.)
University of Michigan 2007 — 2011
Bachelor of Arts (BA), Economics/Psychology
Michael Oliver Weinberg, CFA Michael Oliver Weinberg, CFA's Credit Suisse Experience 2000 - 2003
Job Chief Investment Strategist, Senior Managing Director at Protege Partners
Industry Investment Management
Experience
Protege Partners 2014 - Present
Columbia Business School 2013 - Present
MOW & AYW LLC. 2013 - 2014
Man (acquired FRM) 2003 - 2012
Credit Suisse 2000 - 2003
Soros Fund Management 1998 - 2000
Morgan Stanley (acquired Dean Witter) 1993 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Research, Equities, Real Estate, Credit, Global Macro, Commodity Markets, Due Diligence, Infrastructure, Alternative Investments, Fund Of Funds, Hedge Funds, Endowment Funds, Family Office, Foundations, Pension Funds, SWF, Proprietary Trading, Private Equity, Venture Capital, CIOs, Risk Management, Financial Risk..., Marketing, Product Specialists, Business Development, International Investment, Management, Emerging Markets, Asia, Europe, Lecturing, Op-eds, Institutional..., Panel Moderator, Negotiation, Investments, Multi-family Investments, Chartered Financial..., MBA, Quantitative Investing, Fixed Income Strategies, Relative Value Trading, Public Relations, Seeding, Separately Managed..., Manager Selection, Thought Leadership, Leadership
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance
NYU Stern School of Business 1989 — 1993
Bachelor of Science (BS), Economics
Protege Partners 2014 - Present
Columbia Business School 2013 - Present
MOW & AYW LLC. 2013 - 2014
Man (acquired FRM) 2003 - 2012
Credit Suisse 2000 - 2003
Soros Fund Management 1998 - 2000
Morgan Stanley (acquired Dean Witter) 1993 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Research, Equities, Real Estate, Credit, Global Macro, Commodity Markets, Due Diligence, Infrastructure, Alternative Investments, Fund Of Funds, Hedge Funds, Endowment Funds, Family Office, Foundations, Pension Funds, SWF, Proprietary Trading, Private Equity, Venture Capital, CIOs, Risk Management, Financial Risk..., Marketing, Product Specialists, Business Development, International Investment, Management, Emerging Markets, Asia, Europe, Lecturing, Op-eds, Institutional..., Panel Moderator, Negotiation, Investments, Multi-family Investments, Chartered Financial..., MBA, Quantitative Investing, Fixed Income Strategies, Relative Value Trading, Public Relations, Seeding, Separately Managed..., Manager Selection, Thought Leadership, Leadership
Education
Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance
NYU Stern School of Business 1989 — 1993
Bachelor of Science (BS), Economics
Derek Chen, CFA Derek Chen, CFA's Credit Suisse Experience July 2015 - Present
Job Associate, M&A at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Societe Generale April 2010 - August 2013
RBS Greenwich Capital August 2009 - April 2010
Swiss Re Asset Management June 2007 - August 2009
Morgan Stanley June 2006 - September 2006
Dresdner Kleinwort Wasserstein June 2000 - September 2000
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance
Stuyvesant High School 1999 — 2003
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Societe Generale April 2010 - August 2013
RBS Greenwich Capital August 2009 - April 2010
Swiss Re Asset Management June 2007 - August 2009
Morgan Stanley June 2006 - September 2006
Dresdner Kleinwort Wasserstein June 2000 - September 2000
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance
Stuyvesant High School 1999 — 2003
Daniel Eguche, CFA Daniel Eguche, CFA's Credit Suisse Experience 2006 - 2009
Job Vice President at The Compass Group
Industry Investment Management
Experience
The Compass Group 2012 - Present
Susquehanna International Group 2010 - 2012
EEA Fund Management 2009 - 2010
Credit Suisse 2006 - 2009
Skills
Series 7, Series 63, Series 86, Series 87, Capital Markets, FINRA, Financial Analysis, Bloomberg, Valuation, Investment Banking, Investments, Portfolio Management, Corporate Finance, Financial Modeling, Equities, Private Equity
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Howard University
Bachelor of Science (BSc), Electrical and Electronics Engineering, Summa Cum Laude
The Compass Group 2012 - Present
Susquehanna International Group 2010 - 2012
EEA Fund Management 2009 - 2010
Credit Suisse 2006 - 2009
Skills
Series 7, Series 63, Series 86, Series 87, Capital Markets, FINRA, Financial Analysis, Bloomberg, Valuation, Investment Banking, Investments, Portfolio Management, Corporate Finance, Financial Modeling, Equities, Private Equity
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Howard University
Bachelor of Science (BSc), Electrical and Electronics Engineering, Summa Cum Laude
Brian Weiss Brian Weiss's Credit Suisse Experience June 2014 - August 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Credit Suisse June 2014 - August 2014
Bank of America Merrill Lynch July 2009 - June 2013
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics and Economics
Goldman Sachs July 2015 - Present
Credit Suisse June 2014 - August 2014
Bank of America Merrill Lynch July 2009 - June 2013
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics and Economics
Anindya Dutta, CFA's Credit Suisse Experience July 2008 - December 2008
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Lightbox Ventures June 2015 - July 2015
Accenture Strategy August 2014 - 2015
Deutsche Bank January 2013 - January 2014
Deutsche Bank July 2010 - December 2012
Credit Suisse July 2008 - December 2008
Skills
Coal, Commodity Markets, Commodity, Derivatives, Swaps, Trading, Iron Ore, Capital Markets, Business Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Nanyang Technological University 2006 — 2010
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering, First Class Honours
Coursera
Lightbox Ventures June 2015 - July 2015
Accenture Strategy August 2014 - 2015
Deutsche Bank January 2013 - January 2014
Deutsche Bank July 2010 - December 2012
Credit Suisse July 2008 - December 2008
Skills
Coal, Commodity Markets, Commodity, Derivatives, Swaps, Trading, Iron Ore, Capital Markets, Business Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Nanyang Technological University 2006 — 2010
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering, First Class Honours
Coursera
Lisa Kammert Lisa Kammert's Credit Suisse Experience December 1995 - March 2001
Job Director, Client & Curriculum Development at Yale School of Management
Industry Management Consulting
Experience
Yale School of Management July 2015 - Present
Columbia Business School September 2011 - July 2015
Credit Suisse December 1995 - March 2001
Morgan Stanley July 1989 - August 1992
Goldman Sachs June 1988 - August 1988
IBM Corporation 1980 - 1987
Skills
New Business Development, Client Development, Financial Analysis, Technology, Sales Management, Salesforce.com, Strategic Planning, Marketing Strategy, Competitive Analysis, Strategy, Business Development, Market Research, Business Strategy, Marketing, Program Management, Fundraising, CRM, Training, Consulting, Management Consulting, Sales, Finance, Entrepreneurship, Business Intelligence
Education
Columbia University - Columbia Business School
MBA
Wellesley College
Psychology
Yale School of Management July 2015 - Present
Columbia Business School September 2011 - July 2015
Credit Suisse December 1995 - March 2001
Morgan Stanley July 1989 - August 1992
Goldman Sachs June 1988 - August 1988
IBM Corporation 1980 - 1987
Skills
New Business Development, Client Development, Financial Analysis, Technology, Sales Management, Salesforce.com, Strategic Planning, Marketing Strategy, Competitive Analysis, Strategy, Business Development, Market Research, Business Strategy, Marketing, Program Management, Fundraising, CRM, Training, Consulting, Management Consulting, Sales, Finance, Entrepreneurship, Business Intelligence
Education
Columbia University - Columbia Business School
MBA
Wellesley College
Psychology
Dan Raab Dan Raab's Credit Suisse Experience April 2009 - August 2011
Job Managing Director, Head of Commodity Index Products Marketing at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2015 - Present
ETF Securities (US) LLC November 2013 - January 2015
The Falconwood Corporation March 2013 - November 2013
UBS August 2011 - February 2013
Credit Suisse April 2009 - August 2011
AIG Financial Products July 2003 - April 2009
AIG Trading Group March 1992 - June 2003
Citibank Investment Bank 1990 - 1992
Mitsui Bank 1989 - 1990
CM&M/HSBC Marine Midland 1986 - 1989
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Hedge Funds, Commodity, Trading, Investments, Financial Structuring, Mutual Funds, ETFs, Alternative Investments, Asset Management, Finance, Foreign Exchange, Indexation, Portfolio Management, Structured Finance
Education
Columbia Business School 1984 — 1986
MBA, Finance
Columbia University in the City of New York 1981 — 1984
Bachelor's degree, History
Wells Fargo Securities January 2015 - Present
ETF Securities (US) LLC November 2013 - January 2015
The Falconwood Corporation March 2013 - November 2013
UBS August 2011 - February 2013
Credit Suisse April 2009 - August 2011
AIG Financial Products July 2003 - April 2009
AIG Trading Group March 1992 - June 2003
Citibank Investment Bank 1990 - 1992
Mitsui Bank 1989 - 1990
CM&M/HSBC Marine Midland 1986 - 1989
Skills
Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Hedge Funds, Commodity, Trading, Investments, Financial Structuring, Mutual Funds, ETFs, Alternative Investments, Asset Management, Finance, Foreign Exchange, Indexation, Portfolio Management, Structured Finance
Education
Columbia Business School 1984 — 1986
MBA, Finance
Columbia University in the City of New York 1981 — 1984
Bachelor's degree, History
Jim Frawley Jim Frawley's Credit Suisse Experience 2000 - 2002
Job Senior Managing Director and Head of US M&A at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital September 2012 - Present
FBR Capital Markets February 2007 - September 2012
Legacy Partners Group January 2003 - February 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
The Beacon Group 1997 - 1999
The Bridgeford Group 1989 - 1997
Education
Columbia Business School 1987 — 1989
MBA, Finance, Accounting
University of Pennsylvania 1982 — 1986
BA, English, Economics
Regis High School
Macquarie Capital September 2012 - Present
FBR Capital Markets February 2007 - September 2012
Legacy Partners Group January 2003 - February 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
The Beacon Group 1997 - 1999
The Bridgeford Group 1989 - 1997
Education
Columbia Business School 1987 — 1989
MBA, Finance, Accounting
University of Pennsylvania 1982 — 1986
BA, English, Economics
Regis High School
Diego Donoso Diego Donoso's Credit Suisse Experience January 2012 - Present
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2012 - Present
Credit Suisse June 2011 - August 2011
Unilever November 2005 - June 2010
Skills
Emerging Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Capital Markets, Private Equity, Financial Structuring, Investment Banking, Derivatives, Loans, Credit Risk, Finance, Equities
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Universidad de Buenos Aires 2003 — 2008
Industrial Engineering, Industrial Engineering
Credit Suisse January 2012 - Present
Credit Suisse June 2011 - August 2011
Unilever November 2005 - June 2010
Skills
Emerging Markets, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Capital Markets, Private Equity, Financial Structuring, Investment Banking, Derivatives, Loans, Credit Risk, Finance, Equities
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Universidad de Buenos Aires 2003 — 2008
Industrial Engineering, Industrial Engineering
Lindsay (Jacobson) Donikian Lindsay (Jacobson) Donikian's Credit Suisse Experience June 2003 - August 2003
Job Senior Marketing Program Manager Gift Cards at Amazon
Industry Retail
Experience
Amazon February 2014 - Present
Amazon March 2013 - February 2014
Amazon July 2011 - March 2013
Amazon June 2010 - August 2010
Sports Bistro LLC November 2009 - May 2010
JPMorgan Chase July 2006 - July 2009
Citigroup July 2004 - June 2006
Credit Suisse June 2003 - August 2003
Skills
Marketing, Financial Analysis, Strategic Planning, Pricing, Management Consulting, Segmentation, Retail, Corporate Finance, Business Strategy, Social Media Marketing, Email Marketing, Product Development, Financial Modeling, Strategy, Start-ups, Forecasting, E-commerce, Management, Competitive Analysis, Analytics, Cross-functional Team..., Sales, Leadership, Market Research, Finance, Online Advertising, Analysis, Product Management, Strategic Partnerships, Vendor Management, SEO, Budgets, Marketing Strategy, Product Marketing, Business Development, Project Management, Program Management, Customer Acquisition
Education
Columbia Business School 2009 — 2011
MBA, Marketing, Retail, Management
Cornell University 2000 — 2004
BA, Economics, Government
Detroit Country Day School 1997 — 2000
Amazon February 2014 - Present
Amazon March 2013 - February 2014
Amazon July 2011 - March 2013
Amazon June 2010 - August 2010
Sports Bistro LLC November 2009 - May 2010
JPMorgan Chase July 2006 - July 2009
Citigroup July 2004 - June 2006
Credit Suisse June 2003 - August 2003
Skills
Marketing, Financial Analysis, Strategic Planning, Pricing, Management Consulting, Segmentation, Retail, Corporate Finance, Business Strategy, Social Media Marketing, Email Marketing, Product Development, Financial Modeling, Strategy, Start-ups, Forecasting, E-commerce, Management, Competitive Analysis, Analytics, Cross-functional Team..., Sales, Leadership, Market Research, Finance, Online Advertising, Analysis, Product Management, Strategic Partnerships, Vendor Management, SEO, Budgets, Marketing Strategy, Product Marketing, Business Development, Project Management, Program Management, Customer Acquisition
Education
Columbia Business School 2009 — 2011
MBA, Marketing, Retail, Management
Cornell University 2000 — 2004
BA, Economics, Government
Detroit Country Day School 1997 — 2000
Chiranjiv Sawhney Chiranjiv Sawhney's Credit Suisse Experience July 2009 - December 2009
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Parnassus Investments June 2015 - Present
Risk Management Institute December 2013 - June 2014
Royal Bank of Scotland August 2011 - August 2013
Royal Bank of Scotland June 2010 - August 2010
Credit Suisse July 2009 - December 2009
Skills
Bloomberg, Fixed Income, Investment Banking, Emerging Markets, Equities, Strategy, FX Options, Bonds, Derivatives, Capital Markets, VBA, Risk Management, Valuation, Business Analysis, Trading, Reuters, Research, Online Research, Financial Modeling, Equity Derivatives, Credit Derivatives
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Nanyang Technological University 2007 — 2011
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
dps vk
Parnassus Investments June 2015 - Present
Risk Management Institute December 2013 - June 2014
Royal Bank of Scotland August 2011 - August 2013
Royal Bank of Scotland June 2010 - August 2010
Credit Suisse July 2009 - December 2009
Skills
Bloomberg, Fixed Income, Investment Banking, Emerging Markets, Equities, Strategy, FX Options, Bonds, Derivatives, Capital Markets, VBA, Risk Management, Valuation, Business Analysis, Trading, Reuters, Research, Online Research, Financial Modeling, Equity Derivatives, Credit Derivatives
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Nanyang Technological University 2007 — 2011
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
dps vk
Dan Wise's Credit Suisse Experience July 2012 - 2014
Job Trader / Research Analyst at Pureheart Capital Asia
Industry Investment Management
Experience
Pureheart Capital Asia 2015 - Present
Credit Suisse July 2012 - 2014
Marquette Commercial Finance July 2009 - July 2011
Marquette Business Credit July 2008 - July 2009
US Army May 2005 - June 2008
US Army June 2000 - May 2005
Skills
Leadership, Credit, Financial Modeling, Military, Army, Asset Based Lending, Team Leadership, Strategic Planning, Loans, Investment Management
Education
Columbia Business School 2011 — 2013
MBA
The George Washington University
BBA, Finance
Pureheart Capital Asia 2015 - Present
Credit Suisse July 2012 - 2014
Marquette Commercial Finance July 2009 - July 2011
Marquette Business Credit July 2008 - July 2009
US Army May 2005 - June 2008
US Army June 2000 - May 2005
Skills
Leadership, Credit, Financial Modeling, Military, Army, Asset Based Lending, Team Leadership, Strategic Planning, Loans, Investment Management
Education
Columbia Business School 2011 — 2013
MBA
The George Washington University
BBA, Finance
Jack Palma Jack Palma's Credit Suisse Experience July 2010 - September 2012
Job Leverage Finance Credit Analyst at Natixis
Industry Investment Banking
Experience
Natixis July 2013 - Present
Credit Suisse July 2010 - September 2012
WestLB AG, New York Branch July 2009 - September 2009
Starwood Capital Group May 2009 - July 2009
Paul Hastings September 2005 - August 2008
Skills
Private Equity, Hedge Funds, Corporate Law, Credit, Equities, Finance, Financial Modeling, Investment Banking, Venture Capital, Leveraged Finance, Credit Analysis, Distressed Debt, Valuation, Acquisitions, Portfolio Management, Real Estate, Negotiation, Project Finance, Financial Structuring, Investments, Loans, Mergers & Acquisitions, Due Diligence
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Notre Dame Law School 2002 — 2005
JD, Law
University of Notre Dame 1998 — 2002
BA, Economics
Natixis July 2013 - Present
Credit Suisse July 2010 - September 2012
WestLB AG, New York Branch July 2009 - September 2009
Starwood Capital Group May 2009 - July 2009
Paul Hastings September 2005 - August 2008
Skills
Private Equity, Hedge Funds, Corporate Law, Credit, Equities, Finance, Financial Modeling, Investment Banking, Venture Capital, Leveraged Finance, Credit Analysis, Distressed Debt, Valuation, Acquisitions, Portfolio Management, Real Estate, Negotiation, Project Finance, Financial Structuring, Investments, Loans, Mergers & Acquisitions, Due Diligence
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of Notre Dame Law School 2002 — 2005
JD, Law
University of Notre Dame 1998 — 2002
BA, Economics
Uday Singh Uday Singh's Credit Suisse Experience August 2014 - Present
Job Director Cost Reduction Delivery (CFO team) at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2014 - Present
Credit Suisse July 2012 - August 2014
Credit Suisse June 2010 - June 2012
McKinsey & Co July 2008 - August 2010
McKinsey & Company June 2006 - June 2008
Cast Iron Systems May 2002 - December 2004
Slamdunk Networks January 2000 - April 2002
Radiux Inc January 1999 - August 2000
Skills
Venture Capital, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Entrepreneurship, Corporate Development, Private Equity, Management Consulting, Investment Banking, Business Strategy, Start-ups
Education
Columbia Business School 2004 — 2006
MBA
Osmania University
BTech
Credit Suisse August 2014 - Present
Credit Suisse July 2012 - August 2014
Credit Suisse June 2010 - June 2012
McKinsey & Co July 2008 - August 2010
McKinsey & Company June 2006 - June 2008
Cast Iron Systems May 2002 - December 2004
Slamdunk Networks January 2000 - April 2002
Radiux Inc January 1999 - August 2000
Skills
Venture Capital, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Entrepreneurship, Corporate Development, Private Equity, Management Consulting, Investment Banking, Business Strategy, Start-ups
Education
Columbia Business School 2004 — 2006
MBA
Osmania University
BTech
Anthony Celentano's Credit Suisse Experience April 2009 - Present
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse April 2009 - Present
Deutsche Bank September 2001 - April 2009
Goldman Sachs August 1995 - September 2001
ShowCase Corporation January 1991 - December 1993
IBM Corporation January 1989 - December 1990
Xerox June 1988 - January 1989
Stoltzfus RV' and Marine 1985 - 1986
Stoltzfus RV' and Marine 1985 - 1986
Stoltzfus RV' and Marine 1985 - 1986
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
University of Pennsylvania 1985 — 1988
BA, Economics
West Chester East High School 1980 — 1984
SS. Philip & James 1972 — 1980
Credit Suisse April 2009 - Present
Deutsche Bank September 2001 - April 2009
Goldman Sachs August 1995 - September 2001
ShowCase Corporation January 1991 - December 1993
IBM Corporation January 1989 - December 1990
Xerox June 1988 - January 1989
Stoltzfus RV' and Marine 1985 - 1986
Stoltzfus RV' and Marine 1985 - 1986
Stoltzfus RV' and Marine 1985 - 1986
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
University of Pennsylvania 1985 — 1988
BA, Economics
West Chester East High School 1980 — 1984
SS. Philip & James 1972 — 1980
Ela Maksymiuk's Credit Suisse Experience 2007 - 2012
Job Risk Officer
Industry Financial Services
Experience
Brevan Howard 2012 - Present
Credit Suisse 2007 - 2012
Sailfish Capital Partners 2005 - 2007
Jemmco Capital 2003 - 2003
Dynax Solutions, Inc 2000 - 2002
Fiserv 1996 - 2000
Skills
Risk Management, Fixed Income, Capital Markets, Derivatives, Basel II and III, Analytics, Market Risk, Hedge Funds, Financial Risk
Education
Columbia Business School
MBA, Finance and Strategy
Warsaw University of Technology
Master of Engineering, Industrial Automation and Computer Science
Brevan Howard 2012 - Present
Credit Suisse 2007 - 2012
Sailfish Capital Partners 2005 - 2007
Jemmco Capital 2003 - 2003
Dynax Solutions, Inc 2000 - 2002
Fiserv 1996 - 2000
Skills
Risk Management, Fixed Income, Capital Markets, Derivatives, Basel II and III, Analytics, Market Risk, Hedge Funds, Financial Risk
Education
Columbia Business School
MBA, Finance and Strategy
Warsaw University of Technology
Master of Engineering, Industrial Automation and Computer Science
Jayson Yost's Credit Suisse Experience July 2009 - July 2011
Job Vice President Barclays
Industry Banking
Experience
Barclays Capital January 2012 - Present
Barclays Investment Bank August 2011 - January 2013
Credit Suisse July 2009 - July 2011
Circle Peak Capital 2008 - 2009
Credit Suisse June 2008 - August 2008
M&T Bank June 2003 - May 2007
M&T Bank June 2003 - February 2005
International Centre for Trade and Sustainable Development July 2001 - December 2001
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Accounting and Finance
Swarthmore College 1999 — 2003
BA, Economics
CFA Institute 2006 — 2008
Chartered Financial Analyst
The John Knox Centre, Geneve 2001 — 2001
Internations Politics / Business
Western Reserve Academy
H.S.
Barclays Capital January 2012 - Present
Barclays Investment Bank August 2011 - January 2013
Credit Suisse July 2009 - July 2011
Circle Peak Capital 2008 - 2009
Credit Suisse June 2008 - August 2008
M&T Bank June 2003 - May 2007
M&T Bank June 2003 - February 2005
International Centre for Trade and Sustainable Development July 2001 - December 2001
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Accounting and Finance
Swarthmore College 1999 — 2003
BA, Economics
CFA Institute 2006 — 2008
Chartered Financial Analyst
The John Knox Centre, Geneve 2001 — 2001
Internations Politics / Business
Western Reserve Academy
H.S.
Andrea Hauge's Credit Suisse Experience July 2008 - Present
Job Vice President, Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2008 - Present
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
London School of Economics 2003 — 2004
MSc
Columbia University 1998 — 2002
BA
Credit Suisse July 2008 - Present
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
London School of Economics 2003 — 2004
MSc
Columbia University 1998 — 2002
BA
Kartikeya Sharma's Credit Suisse Experience January 2014 - Present
Job Vice President – Mergers and Acquisitions Group (New York) at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
CME Group September 2012 - December 2013
Credit Suisse January 2011 - December 2011
Credit Suisse April 2010 - December 2010
Credit Suisse July 2007 - March 2010
Credit Suisse May 2006 - August 2006
Global Crossing September 2003 - August 2005
Global Crossing March 2000 - September 2003
Global Crossing September 1999 - March 2000
Skills
Emerging Markets, Investment Banking, M&A experience, LBO, Structuring, Strategic Planning, Corporate Finance, Business Strategy, Strategy Development, Corporate Development, Due Diligence, Leveraged Finance, Financial Modeling, Valuation, Mergers, DCF, Analysis, Capital Markets, Financial Analysis, Venture Capital, Banking, Private Equity, Restructuring
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Economics
University of Rochester - Simon Business School 2000 — 2001
Master of Science, Computer Information Systems (Part - Time)
Rochester Institute of Technology 1998 — 2000
Master of Science, Finance
University of Mumbai 1996 — 1998
Master of Arts, Political Science - Global Order
St. Xavier's College, Mumbai 1991 — 1994
Bachelor of Arts, Political Science
Credit Suisse January 2014 - Present
CME Group September 2012 - December 2013
Credit Suisse January 2011 - December 2011
Credit Suisse April 2010 - December 2010
Credit Suisse July 2007 - March 2010
Credit Suisse May 2006 - August 2006
Global Crossing September 2003 - August 2005
Global Crossing March 2000 - September 2003
Global Crossing September 1999 - March 2000
Skills
Emerging Markets, Investment Banking, M&A experience, LBO, Structuring, Strategic Planning, Corporate Finance, Business Strategy, Strategy Development, Corporate Development, Due Diligence, Leveraged Finance, Financial Modeling, Valuation, Mergers, DCF, Analysis, Capital Markets, Financial Analysis, Venture Capital, Banking, Private Equity, Restructuring
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Economics
University of Rochester - Simon Business School 2000 — 2001
Master of Science, Computer Information Systems (Part - Time)
Rochester Institute of Technology 1998 — 2000
Master of Science, Finance
University of Mumbai 1996 — 1998
Master of Arts, Political Science - Global Order
St. Xavier's College, Mumbai 1991 — 1994
Bachelor of Arts, Political Science
Akbar Tajani's Credit Suisse Experience October 2006 - May 2007
Job Director Global Commercial Real Estate, Pine River Capital Management
Industry Real Estate
Experience
Pine River Capital Management July 2015 - Present
Cantor Commercial Real Estate (subsidiary of Cantor Fitzgerald) March 2013 - June 2015
Abraaj Capital March 2012 - October 2012
BlackRock June 2007 - March 2012
Credit Suisse October 2006 - May 2007
Accenture January 2005 - August 2005
IBM May 1999 - January 2005
Skills
Private Equity, Investments, Portfolio Management, Commercial Real Estate, Acquisitions, Mortgage Underwriting, Capital Markets, Asset Management, Structured Finance, Credit, Due Diligence, Financial Modeling, Emerging Markets, Valuation, Financial Analysis, Management Consulting, Real Estate
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Southern California
Bachelor of Science (B.S.)
Pine River Capital Management July 2015 - Present
Cantor Commercial Real Estate (subsidiary of Cantor Fitzgerald) March 2013 - June 2015
Abraaj Capital March 2012 - October 2012
BlackRock June 2007 - March 2012
Credit Suisse October 2006 - May 2007
Accenture January 2005 - August 2005
IBM May 1999 - January 2005
Skills
Private Equity, Investments, Portfolio Management, Commercial Real Estate, Acquisitions, Mortgage Underwriting, Capital Markets, Asset Management, Structured Finance, Credit, Due Diligence, Financial Modeling, Emerging Markets, Valuation, Financial Analysis, Management Consulting, Real Estate
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of Southern California
Bachelor of Science (B.S.)
Patricia Morrill's Credit Suisse Experience 1976 - 1981
Job President at Morrill Associates, Inc.
Industry Staffing and Recruiting
Experience
Morrill Associates, Inc. 1983 - Present
Prudential Insurance 1981 - 1983
Credit Suisse 1976 - 1981
Citigroup 1972 - 1976
Skills
Mergers, Private Equity, Corporate Finance, Investment Banking, Leveraged Finance, Executive Search
Education
Columbia University - Columbia Business School 1971 — 1972
MBA, Finance and International Business
Wellesley College 1964 — 1968
BA, French
Sciences Po 1966 — 1967
Economics
Phillips Academy, Andover 1962 — 1964
Winchester High School 1960 — 1962
Morrill Associates, Inc. 1983 - Present
Prudential Insurance 1981 - 1983
Credit Suisse 1976 - 1981
Citigroup 1972 - 1976
Skills
Mergers, Private Equity, Corporate Finance, Investment Banking, Leveraged Finance, Executive Search
Education
Columbia University - Columbia Business School 1971 — 1972
MBA, Finance and International Business
Wellesley College 1964 — 1968
BA, French
Sciences Po 1966 — 1967
Economics
Phillips Academy, Andover 1962 — 1964
Winchester High School 1960 — 1962
James Kelly's Credit Suisse Experience June 2010 - August 2015
Job Associate Director of Research at Leerink Partners
Industry Financial Services
Experience
Leerink Partners LLC August 2015 - Present
Credit Suisse June 2010 - August 2015
Credit Suisse July 2009 - June 2010
Goldman Sachs October 2000 - October 2008
Credit Suisse First Boston 1997 - 2000
Lehman Brothers 1995 - 1997
Accenture 1990 - 1993
Skills
Equity Research, Sell Side, Securities, Equities, Equity Valuation, Financial Modeling, Institutional..., Private Equity, Bloomberg, Business Valuation, Asset Management, DCF, Fixed Income, Portfolio Management, Emerging Markets, Derivatives, Alternative Investments, Valuation, Research Management, Investments, Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Accounting and Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Leerink Partners LLC August 2015 - Present
Credit Suisse June 2010 - August 2015
Credit Suisse July 2009 - June 2010
Goldman Sachs October 2000 - October 2008
Credit Suisse First Boston 1997 - 2000
Lehman Brothers 1995 - 1997
Accenture 1990 - 1993
Skills
Equity Research, Sell Side, Securities, Equities, Equity Valuation, Financial Modeling, Institutional..., Private Equity, Bloomberg, Business Valuation, Asset Management, DCF, Fixed Income, Portfolio Management, Emerging Markets, Derivatives, Alternative Investments, Valuation, Research Management, Investments, Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Accounting and Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Chris Meszaros's Credit Suisse Experience April 2013 - June 2015
Job MBA student at Columbia Business School
Industry Financial Services
Experience
Credit Suisse April 2013 - June 2015
CIT November 2010 - April 2013
The Michigan Daily 2006 - 2010
Skills
Corporate Finance, Leveraged Finance, Accounting, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Investments, Equity Valuation, LBO, Due Diligence, Credit, Equity Research, Portfolio Management, Financial Analysis, Private Equity
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Germany
Credit Suisse April 2013 - June 2015
CIT November 2010 - April 2013
The Michigan Daily 2006 - 2010
Skills
Corporate Finance, Leveraged Finance, Accounting, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Capital Markets, Investments, Equity Valuation, LBO, Due Diligence, Credit, Equity Research, Portfolio Management, Financial Analysis, Private Equity
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Germany
David Georgas's Credit Suisse Experience July 2005 - May 2013
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Credit Suisse July 2005 - May 2013
IBM Global Services 2003 - 2005
PwC Consulting 1993 - 2003
Education
Princeton University 1989 — 1993
BSE, Computer Science
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
JPMorgan Chase May 2013 - Present
Credit Suisse July 2005 - May 2013
IBM Global Services 2003 - 2005
PwC Consulting 1993 - 2003
Education
Princeton University 1989 — 1993
BSE, Computer Science
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Akhil Subramanian's Credit Suisse Experience July 2008 - August 2010
Job Analyst at SLS Capital
Industry Financial Services
Experience
SLS Capital June 2014 - Present
Owl Creek Asset Management June 2013 - August 2013
The Greatest Good August 2010 - April 2012
Credit Suisse July 2008 - August 2010
Skills
Stata, Predictive Modeling, Financial Modeling, Economics, SAS, Data Analysis, Econometrics, Statistics, Quantitative Analytics, Analytics, Bloomberg
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Chicago 2004 — 2008
SLS Capital June 2014 - Present
Owl Creek Asset Management June 2013 - August 2013
The Greatest Good August 2010 - April 2012
Credit Suisse July 2008 - August 2010
Skills
Stata, Predictive Modeling, Financial Modeling, Economics, SAS, Data Analysis, Econometrics, Statistics, Quantitative Analytics, Analytics, Bloomberg
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Chicago 2004 — 2008
Jeffrey Halpern's Credit Suisse Experience 2006 - 2007
Job Senior risk and portfolio management executive
Industry Financial Services
Experience
Midpoint Partners 2008 - Present
Perella Weinberg Partners 2009 - 2011
Credit Suisse 2006 - 2007
Moore Capital Management 2000 - 2006
AIG Trading Group 1996 - 1999
Skills
Capital Structure, Hedge Funds, Fixed Income, Equities, Portfolio Management, Risk Management, Alternative Investments, Investments, Commodity, Emerging Markets, Investment Strategies, Due Diligence, Private Equity, Fund Of Funds, Risk Analytics, Enterprise Risk..., Capital Markets, Asset Management
Education
Harvard University
AB, Applied Mathematics
Columbia University - Columbia Business School
MBA, Finance
Columbia University in the City of New York
MA, Statistics with concentration in Finance
Midpoint Partners 2008 - Present
Perella Weinberg Partners 2009 - 2011
Credit Suisse 2006 - 2007
Moore Capital Management 2000 - 2006
AIG Trading Group 1996 - 1999
Skills
Capital Structure, Hedge Funds, Fixed Income, Equities, Portfolio Management, Risk Management, Alternative Investments, Investments, Commodity, Emerging Markets, Investment Strategies, Due Diligence, Private Equity, Fund Of Funds, Risk Analytics, Enterprise Risk..., Capital Markets, Asset Management
Education
Harvard University
AB, Applied Mathematics
Columbia University - Columbia Business School
MBA, Finance
Columbia University in the City of New York
MA, Statistics with concentration in Finance
Holly Sheffield's Credit Suisse Experience November 2000 - December 2009
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
Evan Abrams's Credit Suisse Experience May 2006 - July 2008
Job Vice President at Hodes Weill & Associates
Industry Real Estate
Experience
Centaur Properties, LLC June 2013 - June 2015
Credit Suisse Securities (USA) LLC August 2008 - March 2012
Credit Suisse May 2006 - July 2008
SunTrust Bank June 2004 - April 2006
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate..., Capital Raising
Education
Columbia University - Columbia Business School
MBA
University of Richmond 2000 — 2004
BSBA
University of Richmond - Robins School of Business 2000 — 2004
Chestnut Hill Academy
Centaur Properties, LLC June 2013 - June 2015
Credit Suisse Securities (USA) LLC August 2008 - March 2012
Credit Suisse May 2006 - July 2008
SunTrust Bank June 2004 - April 2006
Skills
Real Estate, Real Estate Transactions, Commercial Real Estate..., Commercial Real Estate..., Capital Raising
Education
Columbia University - Columbia Business School
MBA
University of Richmond 2000 — 2004
BSBA
University of Richmond - Robins School of Business 2000 — 2004
Chestnut Hill Academy
Alyssa Mack's Credit Suisse Experience March 2004 - September 2006
Job Director, U.S. Associate Director of Research at Bernstein
Industry Financial Services
Experience
AB Bernstein September 2015 - Present
KeyBanc Capital Markets April 2012 - September 2015
AllianceBernstein October 2009 - April 2012
AllianceBernstein March 2009 - October 2009
Sanford C. Bernstein March 2007 - March 2009
Sanford C. Bernstein March 2007 - September 2008
Credit Suisse March 2004 - September 2006
Credit Suisse First Boston 1999 - 2006
Credit Suisse December 2000 - March 2004
Credit Suisse July 1999 - December 2000
Skills
Equities, Portfolio Management, Equity Research, Hedge Funds, Capital Markets, Valuation, Investment Banking, Financial Modeling, Bloomberg, Investments, Fixed Income, Alternative Investments, Asset Management, Financial Analysis, Due Diligence, Series 7, Mergers & Acquisitions, Securities, Investment Management, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Washington and Lee University 1995 — 1999
BA
AB Bernstein September 2015 - Present
KeyBanc Capital Markets April 2012 - September 2015
AllianceBernstein October 2009 - April 2012
AllianceBernstein March 2009 - October 2009
Sanford C. Bernstein March 2007 - March 2009
Sanford C. Bernstein March 2007 - September 2008
Credit Suisse March 2004 - September 2006
Credit Suisse First Boston 1999 - 2006
Credit Suisse December 2000 - March 2004
Credit Suisse July 1999 - December 2000
Skills
Equities, Portfolio Management, Equity Research, Hedge Funds, Capital Markets, Valuation, Investment Banking, Financial Modeling, Bloomberg, Investments, Fixed Income, Alternative Investments, Asset Management, Financial Analysis, Due Diligence, Series 7, Mergers & Acquisitions, Securities, Investment Management, Corporate Finance, Derivatives
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Washington and Lee University 1995 — 1999
BA
Greg Richards, CFA's Credit Suisse Experience 2003 - 2008
Job Medley Capital
Industry Investment Management
Experience
Medley Capital 2011 - 2015
Mubadala Development Company 2009 - 2011
Credit Suisse 2003 - 2008
Bank of America 2000 - 2003
Management Ventures, Inc. 1999 - 2000
Education
Columbia University - Columbia Business School
MBA
The College of William and Mary
BBA, Finance
Medley Capital 2011 - 2015
Mubadala Development Company 2009 - 2011
Credit Suisse 2003 - 2008
Bank of America 2000 - 2003
Management Ventures, Inc. 1999 - 2000
Education
Columbia University - Columbia Business School
MBA
The College of William and Mary
BBA, Finance
Jeffrey Tu's Credit Suisse Experience June 2008 - May 2010
Job Associate at Varagon Capital Partners
Industry Investment Management
Experience
Varagon Capital Partners November 2014 - Present
Barclays July 2013 - September 2014
Barclays June 2012 - August 2012
Goldwind Science and Technology June 2011 - August 2011
Credit Suisse June 2008 - May 2010
Moody's Investor Service June 2005 - May 2008
Skills
Passed CFA Level II Exam, Financial Modeling, Financial Analysis, Equities, Equity Research, Valuation, Microsoft Excel, Corporate Finance, Bloomberg, Capital Markets, Stata, Investment Banking, Emerging Markets, Energy, LBO, Project Finance, Bloomberg Terminal, Structured Finance, Analysis, Portfolio Management, Finance
Education
Columbia Business School 2010 — 2013
Master of Business Administration
Columbia University - School of International and Public Affairs 2010 — 2013
Master of International Affairs
Georgetown University 2001 — 2005
BSBA, Finance, Political Science
Varagon Capital Partners November 2014 - Present
Barclays July 2013 - September 2014
Barclays June 2012 - August 2012
Goldwind Science and Technology June 2011 - August 2011
Credit Suisse June 2008 - May 2010
Moody's Investor Service June 2005 - May 2008
Skills
Passed CFA Level II Exam, Financial Modeling, Financial Analysis, Equities, Equity Research, Valuation, Microsoft Excel, Corporate Finance, Bloomberg, Capital Markets, Stata, Investment Banking, Emerging Markets, Energy, LBO, Project Finance, Bloomberg Terminal, Structured Finance, Analysis, Portfolio Management, Finance
Education
Columbia Business School 2010 — 2013
Master of Business Administration
Columbia University - School of International and Public Affairs 2010 — 2013
Master of International Affairs
Georgetown University 2001 — 2005
BSBA, Finance, Political Science
Jennifer Engels, CFA's Credit Suisse Experience May 2015 - Present
Job Vice President; Credit Risk Management at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
TD Securities (USA) LLC June 2007 - April 2015
Armstrong Fleming and Moore January 2006 - April 2007
Skills
Capital Markets, Financial Modeling, Fixed Income, Bloomberg, Valuation, Investment Banking, Financial Analysis, Credit Analysis, Corporate Finance, Derivatives, Banking, Equities, Securities, Portfolio Management, Hedge Funds, Due Diligence, Leveraged Finance, Credit, Private Equity, Asset Management, Finance, Series 7, Value Investing
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Executive MBA
The George Washington University - School of Business 2003 — 2007
BBA, Finance and International Business
Credit Suisse May 2015 - Present
TD Securities (USA) LLC June 2007 - April 2015
Armstrong Fleming and Moore January 2006 - April 2007
Skills
Capital Markets, Financial Modeling, Fixed Income, Bloomberg, Valuation, Investment Banking, Financial Analysis, Credit Analysis, Corporate Finance, Derivatives, Banking, Equities, Securities, Portfolio Management, Hedge Funds, Due Diligence, Leveraged Finance, Credit, Private Equity, Asset Management, Finance, Series 7, Value Investing
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Executive MBA
The George Washington University - School of Business 2003 — 2007
BBA, Finance and International Business
Christopher Ludwig's Credit Suisse Experience August 2013 - Present
Job Vice President, Mergers & Acquisitions at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2013 - Present
Education
Columbia University - Columbia Business School 2008 — 2009
Master of Business Administration, Finance
Tulane University Law School 2003 — 2006
Juris Doctor
University of Tennessee-Knoxville 1999 — 2003
Bachelor of Science, Business Administration, Accounting
Credit Suisse August 2013 - Present
Education
Columbia University - Columbia Business School 2008 — 2009
Master of Business Administration, Finance
Tulane University Law School 2003 — 2006
Juris Doctor
University of Tennessee-Knoxville 1999 — 2003
Bachelor of Science, Business Administration, Accounting
Karyn Geringer's Credit Suisse Experience July 2001 - March 2005
Job Principal at GLG Partners
Industry Financial Services
Experience
GLG Partners January 2007 - Present
Pequot Capital March 2005 - January 2007
Credit Suisse July 2001 - March 2005
Donaldson, Lufkin & Jenrette September 1998 - June 1999
United States Navy May 1994 - March 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
United States Naval Academy 1990 — 1994
GLG Partners January 2007 - Present
Pequot Capital March 2005 - January 2007
Credit Suisse July 2001 - March 2005
Donaldson, Lufkin & Jenrette September 1998 - June 1999
United States Navy May 1994 - March 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
United States Naval Academy 1990 — 1994
Michael Shabshis's Credit Suisse Experience October 2010 - July 2012
Job Independent Contractor (DBYN Solutions Inc) at HSBC
Industry Financial Services
Experience
HSBC November 2012 - Present
DBYN Solutions, Inc December 2010 - Present
Credit Suisse October 2010 - July 2012
BNY Mellon January 1997 - December 2009
Bankers Trust January 1995 - November 1996
Merrill Lynch January 1988 - January 1995
Skills
Derivatives, Business Analysis, Risk Management, Business Intelligence, Fixed Income, Investment Banking, Trading Systems, Data Warehousing, Capital Markets, Equities, Data Modeling, Middle Office, SDLC, FX Options, Bloomberg, Portfolio Management, Hedge Funds, Reference Data, Trading, Sybase, Securities, Analysis, Financial Services, Prime Brokerage, Asset Management, Back Office, Banking, Market Data, Business Requirements, Requirements Gathering
Education
Available Upon Request 1976 — 1981
MA
Columbia University - Columbia Business School
HSBC November 2012 - Present
DBYN Solutions, Inc December 2010 - Present
Credit Suisse October 2010 - July 2012
BNY Mellon January 1997 - December 2009
Bankers Trust January 1995 - November 1996
Merrill Lynch January 1988 - January 1995
Skills
Derivatives, Business Analysis, Risk Management, Business Intelligence, Fixed Income, Investment Banking, Trading Systems, Data Warehousing, Capital Markets, Equities, Data Modeling, Middle Office, SDLC, FX Options, Bloomberg, Portfolio Management, Hedge Funds, Reference Data, Trading, Sybase, Securities, Analysis, Financial Services, Prime Brokerage, Asset Management, Back Office, Banking, Market Data, Business Requirements, Requirements Gathering
Education
Available Upon Request 1976 — 1981
MA
Columbia University - Columbia Business School
Albert Kabili's Credit Suisse Experience September 2011 - Present
Job Senior Analyst at Macquarie Group
Industry Financial Services
Experience
Macquarie Group January 2013 - Present
Credit Suisse September 2011 - Present
Macquarie Capital November 2008 - September 2011
Goldman Sachs November 2004 - November 2008
Deutsche Bank 2001 - 2004
Skills
Equities, Investment Banking, Bloomberg, Capital Markets, Derivatives, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 1999 — 2001
MBA``
University of Wisconsin-Madison
BS, Chemical Engineering
Macquarie Group January 2013 - Present
Credit Suisse September 2011 - Present
Macquarie Capital November 2008 - September 2011
Goldman Sachs November 2004 - November 2008
Deutsche Bank 2001 - 2004
Skills
Equities, Investment Banking, Bloomberg, Capital Markets, Derivatives, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 1999 — 2001
MBA``
University of Wisconsin-Madison
BS, Chemical Engineering
Jason Blake's Credit Suisse Experience June 2004 - February 2007
Job Senior Director of Retail Sales at PepsiCo
Industry Consumer Goods
Adam Shukovsky's Credit Suisse Experience June 2012 - Present
Job Interest Rate Derivatives Trader
Industry Financial Services
Experience
Credit Suisse June 2012 - Present
Deutsche Bank April 2011 - April 2012
Morgan Stanley July 2004 - March 2011
Skills
Risk Management, Interest Rate..., Financial Modeling, Capital Markets, Rates, Derivatives, Fixed Income, Trading, Equities, Bloomberg, Investment Banking, Structured Products, Hedge Funds, Credit Derivatives
Education
Columbia University - Columbia Business School 2008 — 2010
emba
Princeton University 2000 — 2004
Credit Suisse June 2012 - Present
Deutsche Bank April 2011 - April 2012
Morgan Stanley July 2004 - March 2011
Skills
Risk Management, Interest Rate..., Financial Modeling, Capital Markets, Rates, Derivatives, Fixed Income, Trading, Equities, Bloomberg, Investment Banking, Structured Products, Hedge Funds, Credit Derivatives
Education
Columbia University - Columbia Business School 2008 — 2010
emba
Princeton University 2000 — 2004
Andrew Gold's Credit Suisse Experience 1996 - 2003
Job Emerging Markets
Industry Financial Services
Experience
Imperial Capital, LLC June 2015 - Present
Barclays Capital October 2003 - September 2014
Credit Suisse 1996 - 2003
Education
Columbia University - Columbia Business School 1994 — 1996
mba
University of Pennsylvania 1984 — 1988
CHS
CHS
Imperial Capital, LLC June 2015 - Present
Barclays Capital October 2003 - September 2014
Credit Suisse 1996 - 2003
Education
Columbia University - Columbia Business School 1994 — 1996
mba
University of Pennsylvania 1984 — 1988
CHS
CHS
Donald Laing's Credit Suisse Experience 1994 - 2003
Job Principal, Equity Client Analytics at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities 2005 - Present
Computer Horizons 2004 - 2005
Credit Suisse First Boston 1994 - 2003
Credit Suisse 1994 - 2003
Furman Selz Inc 1991 - 1994
First Albany Capital 1987 - 1989
EF Hutton 1980 - 1987
Education
Columbia University - Columbia Business School 1989 — 1991
MA, Management, Operations, International Business
Yale University 1976 — 1980
BA, Economics, Russian and East European Studies
Banc of America Securities 2005 - Present
Computer Horizons 2004 - 2005
Credit Suisse First Boston 1994 - 2003
Credit Suisse 1994 - 2003
Furman Selz Inc 1991 - 1994
First Albany Capital 1987 - 1989
EF Hutton 1980 - 1987
Education
Columbia University - Columbia Business School 1989 — 1991
MA, Management, Operations, International Business
Yale University 1976 — 1980
BA, Economics, Russian and East European Studies
Andrew Tom's Credit Suisse Experience 2007 - 2008
Job
Industry Pharmaceuticals
Experience
Merck 2014 - Present
Merck 2010 - 2013
Canaccord Genuity Inc. 2009 - 2009
Columbia Technology Ventures 2008 - 2009
Credit Suisse 2007 - 2008
New York Presbyterian Hospital / Columbia University Medical Center 2006 - 2007
McKinsey & Company 2000 - 2004
Skills
Valuation, Biotechnology, Portfolio Management, Financial Modeling, Due Diligence, Pharmaceutical Industry, Investments, Financial Analysis, Data Analysis, Finance, Strategy, Corporate Finance, Mergers & Acquisitions, Market Analysis, Competitive Analysis
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York
Post-bacc Pre-Med
New York University - Leonard N. Stern School of Business
BS
Bronx High School of Science
Merck 2014 - Present
Merck 2010 - 2013
Canaccord Genuity Inc. 2009 - 2009
Columbia Technology Ventures 2008 - 2009
Credit Suisse 2007 - 2008
New York Presbyterian Hospital / Columbia University Medical Center 2006 - 2007
McKinsey & Company 2000 - 2004
Skills
Valuation, Biotechnology, Portfolio Management, Financial Modeling, Due Diligence, Pharmaceutical Industry, Investments, Financial Analysis, Data Analysis, Finance, Strategy, Corporate Finance, Mergers & Acquisitions, Market Analysis, Competitive Analysis
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York
Post-bacc Pre-Med
New York University - Leonard N. Stern School of Business
BS
Bronx High School of Science
Chris Eldin's Credit Suisse Experience May 1986 - November 1997
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate 2013 - Present
Property Resolutions, LLC September 2008 - 2013
Unicredit August 1999 - August 2008
Sakura Bank 1997 - 1999
Credit Suisse May 1986 - November 1997
Bank of New York 1982 - 1986
Chase Manhattan 1979 - 1982
Skills
Foreclosures, Loans
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania
BA, Economics
William Raveis Real Estate 2013 - Present
Property Resolutions, LLC September 2008 - 2013
Unicredit August 1999 - August 2008
Sakura Bank 1997 - 1999
Credit Suisse May 1986 - November 1997
Bank of New York 1982 - 1986
Chase Manhattan 1979 - 1982
Skills
Foreclosures, Loans
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania
BA, Economics
Ken Bell's Credit Suisse Experience June 2014 - January 2015
Job Senior Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Woods End Technology, Inc September 2010 - Present
Credit Suisse June 2014 - January 2015
MassMutual Financial Group November 2013 - May 2014
Swiss Re March 2010 - June 2013
Morgan Stanley 2008 - 2009
Morgan Stanley 2004 - 2008
Morgan Stanley 1995 - 2003
Morgan Stanley 1990 - 1994
Morgan Stanley 1986 - 1989
Skills
Prime Brokerage, Hedge Funds, Risk Management, Portfolio Management, Collateral Management, Performance Attribution, Performance Measurement, BlackRock Aladdin, Analysis, Business Analysis, Equities, Trading Systems, Trading, Financial Risk, FX Options, Derivatives, Asset Management, Fixed Income, Financial Services
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management
MALVERN
University of Toronto - University of Trinity College
BSc, Mathematics & Physics
OppenheimerFunds January 2015 - Present
Woods End Technology, Inc September 2010 - Present
Credit Suisse June 2014 - January 2015
MassMutual Financial Group November 2013 - May 2014
Swiss Re March 2010 - June 2013
Morgan Stanley 2008 - 2009
Morgan Stanley 2004 - 2008
Morgan Stanley 1995 - 2003
Morgan Stanley 1990 - 1994
Morgan Stanley 1986 - 1989
Skills
Prime Brokerage, Hedge Funds, Risk Management, Portfolio Management, Collateral Management, Performance Attribution, Performance Measurement, BlackRock Aladdin, Analysis, Business Analysis, Equities, Trading Systems, Trading, Financial Risk, FX Options, Derivatives, Asset Management, Fixed Income, Financial Services
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management
MALVERN
University of Toronto - University of Trinity College
BSc, Mathematics & Physics
John Moreno's Credit Suisse Experience May 2008 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2008 - Present
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Wesleyan University 2000 — 2004
BA, Liberal Arts
The Hotchkiss School 1996 — 2000
Private School
Credit Suisse May 2008 - Present
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Wesleyan University 2000 — 2004
BA, Liberal Arts
The Hotchkiss School 1996 — 2000
Private School
Declan Hanlon's Credit Suisse Experience July 2004 - April 2006
Job Managing Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities July 2009 - Present
Barclays Capital May 2006 - May 2009
Credit Suisse July 2004 - April 2006
Scotia Capital November 1998 - June 2004
Skills
High Yield, Hedge Funds, Credit Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Trading, Alternative Investments, Bonds, Securities, Portfolio Management, Derivatives, Hedging, Bloomberg, CDS, Structured Finance, Options, Financial Modeling, Trading Systems, Private Equity, Investments, Leveraged Finance, Financial Structuring, Electronic Trading, Financial Markets, Valuation, Equity Research, Emerging Markets, FX Options, Asset Management, Structured Products, Equity Derivatives, Special Situations, Securitization, Investment Management, Commodity, Global Macro, Market Risk, ABS, Proprietary Trading, Quantitative Finance, Interest Rate..., Equity Valuation, CDO, Equity Trading, Swaps, Modern Hebrew, LBO, Series 7
Education
Columbia University - Columbia Business School
MBA, Finance, Graduated with Honors
Nomura Securities July 2009 - Present
Barclays Capital May 2006 - May 2009
Credit Suisse July 2004 - April 2006
Scotia Capital November 1998 - June 2004
Skills
High Yield, Hedge Funds, Credit Derivatives, Fixed Income, Capital Markets, Equities, Investment Banking, Trading, Alternative Investments, Bonds, Securities, Portfolio Management, Derivatives, Hedging, Bloomberg, CDS, Structured Finance, Options, Financial Modeling, Trading Systems, Private Equity, Investments, Leveraged Finance, Financial Structuring, Electronic Trading, Financial Markets, Valuation, Equity Research, Emerging Markets, FX Options, Asset Management, Structured Products, Equity Derivatives, Special Situations, Securitization, Investment Management, Commodity, Global Macro, Market Risk, ABS, Proprietary Trading, Quantitative Finance, Interest Rate..., Equity Valuation, CDO, Equity Trading, Swaps, Modern Hebrew, LBO, Series 7
Education
Columbia University - Columbia Business School
MBA, Finance, Graduated with Honors
Alan Janna's Credit Suisse Experience 2002 - 2007
Job Independent
Industry Investment Management
Experience
Self-Employed 2013 - Present
Tempus Quo 2008 - 2012
Credit Suisse 2002 - 2007
Credit Suisse First Boston 2000 - 2002
DLJ 2000 - 2000
Enron 1999 - 2000
Gobernacion del Atlantico January 1996 - November 1997
Skills
Leveraged Finance, Investment Banking, Equities, Credit Analysis, Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Underwriting, High Yield, Principal Investing, LBO
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Georgia Institute of Technology 1990 — 1991
MSIE, Industrial Engineering
Georgia Institute of Technology 1986 — 1989
BIE
Self-Employed 2013 - Present
Tempus Quo 2008 - 2012
Credit Suisse 2002 - 2007
Credit Suisse First Boston 2000 - 2002
DLJ 2000 - 2000
Enron 1999 - 2000
Gobernacion del Atlantico January 1996 - November 1997
Skills
Leveraged Finance, Investment Banking, Equities, Credit Analysis, Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Underwriting, High Yield, Principal Investing, LBO
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Georgia Institute of Technology 1990 — 1991
MSIE, Industrial Engineering
Georgia Institute of Technology 1986 — 1989
BIE
H. Joon Park's Credit Suisse Experience August 1993 - July 1995
Job PM
Industry Financial Services
Experience
Linceo January 2008 - Present
HNI Corporation 2007 - 2010
GE Capital June 2004 - December 2007
Shell Trading August 2000 - December 2003
Bank of Tokyo-Mitsubishi UFJ May 1997 - May 1998
Credit Suisse August 1993 - July 1995
Skills
Risk Management, Business Analysis, Hedge Funds, Asset Management, Financial Analysis, Portfolio Management, Alternative Investments, Fixed Income, Mergers & Acquisitions, Due Diligence
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Linceo January 2008 - Present
HNI Corporation 2007 - 2010
GE Capital June 2004 - December 2007
Shell Trading August 2000 - December 2003
Bank of Tokyo-Mitsubishi UFJ May 1997 - May 1998
Credit Suisse August 1993 - July 1995
Skills
Risk Management, Business Analysis, Hedge Funds, Asset Management, Financial Analysis, Portfolio Management, Alternative Investments, Fixed Income, Mergers & Acquisitions, Due Diligence
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Alex Tang's Credit Suisse Experience September 2004 - August 2005
Job Director at Bank of America Merrill Lynch, Head of Credit and Mortgage Model Risk
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2013 - Present
Citi September 2005 - September 2013
Credit Suisse September 2004 - August 2005
UBS 2003 - 2004
Salomon Smith Barney May 2000 - July 2001
Education
Columbia Business School 1994 — 2000
Doctor of Philosophy (Ph.D.), Finance
Bank of America Merrill Lynch September 2013 - Present
Citi September 2005 - September 2013
Credit Suisse September 2004 - August 2005
UBS 2003 - 2004
Salomon Smith Barney May 2000 - July 2001
Education
Columbia Business School 1994 — 2000
Doctor of Philosophy (Ph.D.), Finance
Ihsan Essaid's Credit Suisse Experience April 2015 - Present
Job Media Telecom M&A at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2015 - Present
Perella Weinberg Partners 2008 - March 2015
Banc of America Securities October 2002 - June 2008
UBS Investment Bank 2001 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2001
Alex Brown & Sons 1989 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Math and French Lit
Credit Suisse April 2015 - Present
Perella Weinberg Partners 2008 - March 2015
Banc of America Securities October 2002 - June 2008
UBS Investment Bank 2001 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2001
Alex Brown & Sons 1989 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Math and French Lit
Erik Mace's Credit Suisse Experience 1998 - 2006
Job Principal at Private Investor
Industry Investment Management
Experience
Private Investor July 2013 - Present
Breeden Capital Management LLC 2011 - July 2013
Mace Investment Consulting 2009 - 2011
Basso Capital January 2007 - December 2008
Credit Suisse 1998 - 2006
NatWest Markets 1996 - 1998
PaineWebber 1992 - 1994
Skills
Asset Management, Equities, Financial Modeling, Investments, Forecasting, Retail, Hedge Funds, Asset Managment, Portfolio Management, Financial Analysis, Equity Research, Alternative Investments, Equity Valuation, Valuation, Bloomberg, Private Equity, Asset Allocation, Strategy, Due Diligence, Investment Banking, Securities, Fixed Income, Investment Management, Capital Markets, Management, Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Accounting and Finance
University of Virginia 1987 — 1991
BA, Economics, Sociology
St.Albans 1984 — 1987
Private Investor July 2013 - Present
Breeden Capital Management LLC 2011 - July 2013
Mace Investment Consulting 2009 - 2011
Basso Capital January 2007 - December 2008
Credit Suisse 1998 - 2006
NatWest Markets 1996 - 1998
PaineWebber 1992 - 1994
Skills
Asset Management, Equities, Financial Modeling, Investments, Forecasting, Retail, Hedge Funds, Asset Managment, Portfolio Management, Financial Analysis, Equity Research, Alternative Investments, Equity Valuation, Valuation, Bloomberg, Private Equity, Asset Allocation, Strategy, Due Diligence, Investment Banking, Securities, Fixed Income, Investment Management, Capital Markets, Management, Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Accounting and Finance
University of Virginia 1987 — 1991
BA, Economics, Sociology
St.Albans 1984 — 1987
Chris Hume, CFA's Credit Suisse Experience 2003 - 2007
Job Vice President at Assurant
Industry Financial Services
Experience
Assurant November 2012 - Present
PineBridge Investments March 2012 - November 2012
Citi Capital Advisors November 2007 - March 2012
Credit Suisse 2003 - 2007
Credit Suisse First Boston 1997 - 2001
SNL Financial 1995 - 1997
Skills
Financial Modeling, Hedge Funds, Fixed Income, Alternative Investments, Capital Markets, Equities, Corporate Finance, Investment Banking, Equity Research, Portfolio Management, Valuation, Bonds, Asset Managment, Bloomberg
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Virginia 1991 — 1995
BA, Economics, History
St. Anselm's
Assurant November 2012 - Present
PineBridge Investments March 2012 - November 2012
Citi Capital Advisors November 2007 - March 2012
Credit Suisse 2003 - 2007
Credit Suisse First Boston 1997 - 2001
SNL Financial 1995 - 1997
Skills
Financial Modeling, Hedge Funds, Fixed Income, Alternative Investments, Capital Markets, Equities, Corporate Finance, Investment Banking, Equity Research, Portfolio Management, Valuation, Bonds, Asset Managment, Bloomberg
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Virginia 1991 — 1995
BA, Economics, History
St. Anselm's
Jorge Ibáñez's Credit Suisse Experience June 2013 - August 2013
Job Manager, Global Accounts at Telefónica USA
Industry Telecommunications
Experience
Telefónica August 2014 - Present
Credit Suisse June 2013 - August 2013
Accenture October 2007 - June 2012
Skills
Strategy, Management Consulting, Business Strategy, Management, Business Development, Telecommunications, Financial Modeling, Business Analysis, Corporate Finance, Valuation
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Universidad Politécnica de Madrid 2002 — 2007
Telecommunications Engineering
Telefónica August 2014 - Present
Credit Suisse June 2013 - August 2013
Accenture October 2007 - June 2012
Skills
Strategy, Management Consulting, Business Strategy, Management, Business Development, Telecommunications, Financial Modeling, Business Analysis, Corporate Finance, Valuation
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Universidad Politécnica de Madrid 2002 — 2007
Telecommunications Engineering
Andy Federbusch's Credit Suisse Experience January 2001 - Present
Job Managing Director at Credit Suisse
Industry Real Estate
Experience
Credit Suisse January 2001 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 1987 - December 2000
Touche Ross August 1983 - August 1985
Skills
Asset Management, Due Diligence, Financial Modeling, Portfolio Management, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Team Building, Team Leadership, Operational Efficiency, Mentoring, Change Management, Facilities Operations, Data Center Relocation
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Real Estate
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science (BS), Economics
Credit Suisse January 2001 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 1987 - December 2000
Touche Ross August 1983 - August 1985
Skills
Asset Management, Due Diligence, Financial Modeling, Portfolio Management, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Team Building, Team Leadership, Operational Efficiency, Mentoring, Change Management, Facilities Operations, Data Center Relocation
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Real Estate
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science (BS), Economics
DIANA SKERL's Credit Suisse Experience 2000 - 2004
Job Senior Vice President Wealth Management and Senior Portfolio Manager at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. August 2004 - Present
Credit Suisse 2000 - 2004
Donaldson Lufkin Jenrette 1989 - 2000
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
UBS Financial Services Inc. August 2004 - Present
Credit Suisse 2000 - 2004
Donaldson Lufkin Jenrette 1989 - 2000
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Chris Su's Credit Suisse Experience June 2013 - May 2015
Job Analyst at Solomon Global Management LP
Industry Research
Experience
Solomon Global Management LP May 2015 - Present
Credit Suisse June 2013 - May 2015
Tyrian Investments, LP April 2012 - June 2013
Skills
Valuation, Retail, Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Equity Research
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance, Class of 2013
Columbia University in the City of New York 2001 — 2005
B.S., Industrial Engineering, Engineering Management Systems
Horace Mann 1996 — 2001
High School
Solomon Global Management LP May 2015 - Present
Credit Suisse June 2013 - May 2015
Tyrian Investments, LP April 2012 - June 2013
Skills
Valuation, Retail, Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Equity Research
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Finance, Class of 2013
Columbia University in the City of New York 2001 — 2005
B.S., Industrial Engineering, Engineering Management Systems
Horace Mann 1996 — 2001
High School
Jennifer Gao's Credit Suisse Experience July 2011 - June 2015
Job Investment Director at Fosun Group
Industry Financial Services
Experience
复星集团 September 2015 - Present
Credit Suisse July 2011 - June 2015
Skills
Investment Banking, Equity Research
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Value Investing Program
BFSU
复星集团 September 2015 - Present
Credit Suisse July 2011 - June 2015
Skills
Investment Banking, Equity Research
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Value Investing Program
BFSU
Zhaoyu 'Rob' Li's Credit Suisse Experience 2010 - 2011
Job Investment Professional at Stone Forest Capital
Industry Investment Management
Experience
Stone Forest Capital 2015 - Present
Marengo Inc 2014 - Present
Amici Capital 2015 - 2015
Slate Path Capital 2014 - 2015
Barington Capital 2014 - 2014
Morgan Stanley Private Equity 2011 - 2013
Credit Suisse 2010 - 2011
Credit Suisse 2009 - 2009
Skills
Investment Banking, Business Strategy, Financial Modeling, Financial Institutions, Valuation, Private Equity, Corporate Finance, LBO, Due Diligence, Financial Analysis, Investments, Venture Capital, Emerging Markets, Fixed Income
Education
Columbia University - Columbia Business School 2013 — 2015
MBA
Yale University 2006 — 2010
BA, History & International Studies (Double Major)
University of Cambridge 2007 — 2007
Political Economy, International Relations
Stone Forest Capital 2015 - Present
Marengo Inc 2014 - Present
Amici Capital 2015 - 2015
Slate Path Capital 2014 - 2015
Barington Capital 2014 - 2014
Morgan Stanley Private Equity 2011 - 2013
Credit Suisse 2010 - 2011
Credit Suisse 2009 - 2009
Skills
Investment Banking, Business Strategy, Financial Modeling, Financial Institutions, Valuation, Private Equity, Corporate Finance, LBO, Due Diligence, Financial Analysis, Investments, Venture Capital, Emerging Markets, Fixed Income
Education
Columbia University - Columbia Business School 2013 — 2015
MBA
Yale University 2006 — 2010
BA, History & International Studies (Double Major)
University of Cambridge 2007 — 2007
Political Economy, International Relations
Jonida Afezolli's Credit Suisse Experience July 2012 - April 2014
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
A.T. Kearney June 2015 - Present
Columbia Business School 2014 - Present
SUNO May 2015 - June 2015
Yumi Kim February 2015 - May 2015
Endeavor April 2014 - June 2014
Credit Suisse July 2012 - April 2014
Credit Suisse July 2009 - June 2012
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structured Products, Asset Management, Corporate Finance, Valuation, Financial Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2005 — 2009
B.A., Economics and Mathematics
Sciences Po 2008 — 2008
Economics
A.T. Kearney June 2015 - Present
Columbia Business School 2014 - Present
SUNO May 2015 - June 2015
Yumi Kim February 2015 - May 2015
Endeavor April 2014 - June 2014
Credit Suisse July 2012 - April 2014
Credit Suisse July 2009 - June 2012
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structured Products, Asset Management, Corporate Finance, Valuation, Financial Analysis
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2005 — 2009
B.A., Economics and Mathematics
Sciences Po 2008 — 2008
Economics
Craig Wadler's Credit Suisse Experience June 2008 - September 2011
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company September 2011 - Present
Credit Suisse June 2008 - September 2011
UBS Investment Bank 2001 - 2008
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.)
Moelis & Company September 2011 - Present
Credit Suisse June 2008 - September 2011
UBS Investment Bank 2001 - 2008
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.)
Eric Kao's Credit Suisse Experience July 2014 - Present
Job Investment Banking
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
J.P. Morgan March 2012 - May 2014
JP Morgan Chase 2010 - March 2011
Education
Columbia University - Columbia Business School 2008 — 2010
University of Pennsylvania
Credit Suisse July 2014 - Present
J.P. Morgan March 2012 - May 2014
JP Morgan Chase 2010 - March 2011
Education
Columbia University - Columbia Business School 2008 — 2010
University of Pennsylvania
Elizabeth Condo's Credit Suisse Experience 2004 - 2008
Job Unilever
Industry Consumer Goods
Experience
Unilever July 2010 - Present
Credit Suisse 2004 - 2008
Education
Columbia University - Columbia Business School 2008 — 2010
Wake Forest University
Unilever July 2010 - Present
Credit Suisse 2004 - 2008
Education
Columbia University - Columbia Business School 2008 — 2010
Wake Forest University
Brandon McDonough's Credit Suisse Experience August 2007 - October 2009
Job Director, Global Product Manager POSIT Alert
Industry Financial Services
Experience
ITG December 2012 - Present
ITG August 2011 - December 2012
Investment Technology Group, Inc. May 2010 - August 2011
Credit Suisse August 2007 - October 2009
Credit Suisse January 2007 - August 2007
Credit Suisse June 2004 - January 2007
Skills
Fixed Income, Equities, Trading, Trading Systems, Electronic Trading, Dark Pools, Block Trading, Capital Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Executive Program
Fairfield University 2000 — 2004
B.S., Finance, Accounting
ITG December 2012 - Present
ITG August 2011 - December 2012
Investment Technology Group, Inc. May 2010 - August 2011
Credit Suisse August 2007 - October 2009
Credit Suisse January 2007 - August 2007
Credit Suisse June 2004 - January 2007
Skills
Fixed Income, Equities, Trading, Trading Systems, Electronic Trading, Dark Pools, Block Trading, Capital Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Executive Program
Fairfield University 2000 — 2004
B.S., Finance, Accounting
Danielle Faris's Credit Suisse Experience August 1998 - June 2001
Job Director, Oil & Convenience National Client Group at American Express
Industry Financial Services
Experience
American Express August 2013 - Present
American Express November 2011 - Present
Hudson Financial Partners January 2009 - November 2011
Alden Global Capital January 2008 - January 2009
Citigroup August 2003 - January 2008
Credit Suisse August 1998 - June 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, 2003
Yale University 1994 — 1998
BA, Economics
American Express August 2013 - Present
American Express November 2011 - Present
Hudson Financial Partners January 2009 - November 2011
Alden Global Capital January 2008 - January 2009
Citigroup August 2003 - January 2008
Credit Suisse August 1998 - June 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, 2003
Yale University 1994 — 1998
BA, Economics
Fernando Botargues's Credit Suisse Experience August 2005 - March 2008
Job Managing Partner LOBO Global Advisors
Industry Financial Services
Experience
LOBO Global Advisors June 2009 - Present
FDB Risk Consulting June 2008 - Present
Credit Suisse August 2005 - March 2008
Citigroup June 1992 - July 2005
Skills
Market Risk, Derivatives, Capital Markets, Credit Risk, Training & Development, Counterparty Risk, Balance Sheet Management, Liquidity Risk, Sales & Trading, Emerging Markets, Accrual Risk Management, Regulatory Capital, Economic Capital, Hedging, Balance Sheet, Employee Training, Credit, Corporate Finance, Finance, Fixed Income, Risk Management, Private Equity, Valuation, Portfolio Management, Financial Risk, Trading
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
Universidad Nacional de La Plata 1982 — 1987
Accounting, Finance
LOBO Global Advisors June 2009 - Present
FDB Risk Consulting June 2008 - Present
Credit Suisse August 2005 - March 2008
Citigroup June 1992 - July 2005
Skills
Market Risk, Derivatives, Capital Markets, Credit Risk, Training & Development, Counterparty Risk, Balance Sheet Management, Liquidity Risk, Sales & Trading, Emerging Markets, Accrual Risk Management, Regulatory Capital, Economic Capital, Hedging, Balance Sheet, Employee Training, Credit, Corporate Finance, Finance, Fixed Income, Risk Management, Private Equity, Valuation, Portfolio Management, Financial Risk, Trading
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
Universidad Nacional de La Plata 1982 — 1987
Accounting, Finance
Antonio Nicolau's Credit Suisse Experience October 2004 - December 2009
Job Investment Banking Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Banco BVA S/A December 2009 - April 2011
Credit Suisse October 2004 - December 2009
Skills
Investment Banking, Capital Markets, Corporate Finance, Structured Finance, Mergers & Acquisitions, Finance, Valuation, Asset Management, Financial Institutions, Financial Modeling, Emerging Markets, Fixed Income, Project Finance
Education
Columbia Business School 2011 — 2013
MBA
Fundação Getulio Vargas 2002 — 2006
Business
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Banco BVA S/A December 2009 - April 2011
Credit Suisse October 2004 - December 2009
Skills
Investment Banking, Capital Markets, Corporate Finance, Structured Finance, Mergers & Acquisitions, Finance, Valuation, Asset Management, Financial Institutions, Financial Modeling, Emerging Markets, Fixed Income, Project Finance
Education
Columbia Business School 2011 — 2013
MBA
Fundação Getulio Vargas 2002 — 2006
Business
Erik Lee's Credit Suisse Experience December 2009 - 2012
Job Equity Derivative Trader
Industry Investment Management
Experience
J.P. Morgan 2012 - Present
Credit Suisse December 2009 - 2012
Vicis Capital LLC 2008 - 2009
Bear Stearns 1999 - 2008
Skills
Equity Derivatives, Hedge Funds, Derivatives, Equities, Proprietary Trading, Volatility, Options, Trading Systems, Equity Trading, Trading, ETFs, Fixed Income, Electronic Trading, Bloomberg, Series 7, Structured Products, Trading Strategies, Arbitrage, Prime Brokerage, Swaps
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Yale University 1989 — 1993
Bachelor of Arts (B.A.), History
J.P. Morgan 2012 - Present
Credit Suisse December 2009 - 2012
Vicis Capital LLC 2008 - 2009
Bear Stearns 1999 - 2008
Skills
Equity Derivatives, Hedge Funds, Derivatives, Equities, Proprietary Trading, Volatility, Options, Trading Systems, Equity Trading, Trading, ETFs, Fixed Income, Electronic Trading, Bloomberg, Series 7, Structured Products, Trading Strategies, Arbitrage, Prime Brokerage, Swaps
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Yale University 1989 — 1993
Bachelor of Arts (B.A.), History
Robert Del Pizzo's Credit Suisse Experience 1999 - Present
Job Director, Corporate Bank, Corporate Credit and Private Equity Valuations at Credit Suisse
Industry Banking
Experience
Credit Suisse 1999 - Present
Credit Suisse 1999 - 2015
Bear Stearns 1995 - 1998
Skills
Investment Banking, Hedge Funds, Trading, Equities, Derivatives, Valuation, Fixed Income, Financial Modeling, Private Equity, Financial Markets, Capital Markets
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
New York University
Credit Suisse 1999 - Present
Credit Suisse 1999 - 2015
Bear Stearns 1995 - 1998
Skills
Investment Banking, Hedge Funds, Trading, Equities, Derivatives, Valuation, Fixed Income, Financial Modeling, Private Equity, Financial Markets, Capital Markets
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
New York University
Francesco Tonin's Credit Suisse Experience March 2005 - March 2006
Job Foreign Exchange Application Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2014 - Present
Citigroup April 2006 - Present
Credit Suisse March 2005 - March 2006
Deutsche Bank August 2001 - February 2005
Morgan Stanley August 2000 - July 2001
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Università degli Studi di Torino 1992 — 1996
Ph.D., Partial Differential Equations
Università degli Studi di Padova 1986 — 1991
BS, Mathematics
Bloomberg LP January 2014 - Present
Citigroup April 2006 - Present
Credit Suisse March 2005 - March 2006
Deutsche Bank August 2001 - February 2005
Morgan Stanley August 2000 - July 2001
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Università degli Studi di Torino 1992 — 1996
Ph.D., Partial Differential Equations
Università degli Studi di Padova 1986 — 1991
BS, Mathematics
Ewa Kozicz's Credit Suisse Experience June 1996 - June 1998
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
BlackRock September 2012 - September 2014
Caxton Associates December 2009 - November 2011
Goldman Sachs July 2000 - September 2009
Credit Suisse June 1996 - June 1998
Skills
Strategic Planning, Negotiation, Financial Analysis, Equities, Capital Markets, Portfolio Management, Fixed Income, Investments, Asset Management, Bloomberg, Risk Management, Credit, Hedge Funds, Valuation, Financial Modeling, Investment Banking, Due Diligence, Trading, Derivatives, Corporate Finance, Mergers & Acquisitions, Alternative Investments, Financial Markets, Strategy
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1993 — 1996
Bachelor's Degree, Economics and Mathematics
BlackRock September 2014 - Present
BlackRock September 2012 - September 2014
Caxton Associates December 2009 - November 2011
Goldman Sachs July 2000 - September 2009
Credit Suisse June 1996 - June 1998
Skills
Strategic Planning, Negotiation, Financial Analysis, Equities, Capital Markets, Portfolio Management, Fixed Income, Investments, Asset Management, Bloomberg, Risk Management, Credit, Hedge Funds, Valuation, Financial Modeling, Investment Banking, Due Diligence, Trading, Derivatives, Corporate Finance, Mergers & Acquisitions, Alternative Investments, Financial Markets, Strategy
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1993 — 1996
Bachelor's Degree, Economics and Mathematics
Jim Parmelee's Credit Suisse Experience July 1992 - May 2004
Job Managing Director and Partner at Lanexa Global Management, LP
Industry Investment Management
Experience
Lanexa Global Management, LP October 2013 - Present
Union Square Advisors November 2007 - October 2013
Credit Suisse July 1992 - May 2004
Andersen Consulting July 1988 - October 1990
Skills
Investment Banking, Valuation, Capital Markets, Equities, Corporate Finance, Venture Capital, Financial Modeling, Mergers, Hedge Funds, Investments, Corporate Development, Due Diligence, M&A experience
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Trinity College-Hartford 1984 — 1988
Bachelor of Arts (BA), Economics
Lanexa Global Management, LP October 2013 - Present
Union Square Advisors November 2007 - October 2013
Credit Suisse July 1992 - May 2004
Andersen Consulting July 1988 - October 1990
Skills
Investment Banking, Valuation, Capital Markets, Equities, Corporate Finance, Venture Capital, Financial Modeling, Mergers, Hedge Funds, Investments, Corporate Development, Due Diligence, M&A experience
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Trinity College-Hartford 1984 — 1988
Bachelor of Arts (BA), Economics
John Talbott, CFA, CPA's Credit Suisse Experience June 2010 - Present
Job Vice President at Credit Suisse
Industry Investment Management
Experience
Credit Suisse June 2010 - Present
Ernst & Young September 2006 - June 2010
Education
Columbia University - Columbia Business School 2014 — 2016
EMBA
Lehigh University 2002 — 2006
Accounting
Credit Suisse June 2010 - Present
Ernst & Young September 2006 - June 2010
Education
Columbia University - Columbia Business School 2014 — 2016
EMBA
Lehigh University 2002 — 2006
Accounting
Kimberly Johnson's Credit Suisse Experience July 2000 - February 2006
Job Chief Credit Officer & Deputy CRO at Fannie Mae
Industry Financial Services
Experience
Fannie Mae December 2012 - June 2013
Fannie Mae May 2006 - November 2012
Credit Suisse July 2000 - February 2006
D. E. Shaw & Co. July 1996 - August 1998
Skills
Fixed Income, Capital Markets, Portfolio Management, Mergers & Acquisitions, Trading, Asset Management, Credit, Equities, Valuation, Securities
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Princeton University 1991 — 1995
BA
Fannie Mae December 2012 - June 2013
Fannie Mae May 2006 - November 2012
Credit Suisse July 2000 - February 2006
D. E. Shaw & Co. July 1996 - August 1998
Skills
Fixed Income, Capital Markets, Portfolio Management, Mergers & Acquisitions, Trading, Asset Management, Credit, Equities, Valuation, Securities
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Princeton University 1991 — 1995
BA
Brian Peldunas's Credit Suisse Experience June 1985 - June 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
Credit Suisse June 1985 - June 2010
General Tire February 1982 - August 1983
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Operations Management, Business Economics
The University of Akron 1980 — 1982
M.S., Polymer Science
The University of Akron 1977 — 1980
B.S.Ch.E., Chemical Engineering
Credit Suisse June 1985 - June 2010
General Tire February 1982 - August 1983
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Operations Management, Business Economics
The University of Akron 1980 — 1982
M.S., Polymer Science
The University of Akron 1977 — 1980
B.S.Ch.E., Chemical Engineering
Melissa Goldsmith's Credit Suisse Experience 2012 - November 2013
Job Electronifie
Industry Capital Markets
Experience
Electronifie April 2014 - Present
Credit Suisse 2012 - November 2013
Deutsche Bank 2001 - April 2012
JPMorgan 1998 - 2001
Citicorp Securities Inc. 1994 - 1997
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Bonds, Structured Products, Portfolio Management, Financial Markets, FX Options, Alternative Investments, Valuation, Interest Rate..., Financial Modeling, Credit Derivatives, Equity Derivatives, Emerging Markets, Trading
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Northwestern University 1989 — 1993
Bachelor of Arts (BA), Economics
Electronifie April 2014 - Present
Credit Suisse 2012 - November 2013
Deutsche Bank 2001 - April 2012
JPMorgan 1998 - 2001
Citicorp Securities Inc. 1994 - 1997
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Bonds, Structured Products, Portfolio Management, Financial Markets, FX Options, Alternative Investments, Valuation, Interest Rate..., Financial Modeling, Credit Derivatives, Equity Derivatives, Emerging Markets, Trading
Education
Columbia University - Columbia Business School 1997 — 1998
MBA
Northwestern University 1989 — 1993
Bachelor of Arts (BA), Economics
David Yedid's Credit Suisse Experience November 2011 - July 2013
Job E&P Analyst at George Weiss Associates
Industry Investment Management
Experience
George Weiss Associates July 2013 - Present
Credit Suisse November 2011 - July 2013
Jefferies & Company July 2009 - November 2011
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
George Weiss Associates July 2013 - Present
Credit Suisse November 2011 - July 2013
Jefferies & Company July 2009 - November 2011
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Alberto Recchi's Credit Suisse Experience September 2012 - Present
Job Director Ultra High Net Worth Individuals Private Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2012 - Present
Credit Suisse October 2003 - September 2012
AgustaWestland 1999 - 2001
Skills
Private Equity, LBO, Leveraged Finance, Corporate Finance, Private Banking, Sales Engineering, Aerospace Engineering, Investment Banking, Capital Markets, Emerging Markets, Valuation, Bloomberg, Equities, Fixed Income, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Politecnico di Torino 1993 — 1998
MS, Aerospace Engineering
Credit Suisse September 2012 - Present
Credit Suisse October 2003 - September 2012
AgustaWestland 1999 - 2001
Skills
Private Equity, LBO, Leveraged Finance, Corporate Finance, Private Banking, Sales Engineering, Aerospace Engineering, Investment Banking, Capital Markets, Emerging Markets, Valuation, Bloomberg, Equities, Fixed Income, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Politecnico di Torino 1993 — 1998
MS, Aerospace Engineering
Francine Mozer's Credit Suisse Experience June 2005 - Present
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2005 - Present
Morgan Stanley June 1985 - June 2005
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
Credit Suisse June 2005 - Present
Morgan Stanley June 1985 - June 2005
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
Brad Beaumont's Credit Suisse Experience June 2011 - August 2011
Job Associate at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital August 2012 - Present
Credit Suisse June 2011 - August 2011
US Army 2005 - 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investment Banking, Due Diligence, Private Equity, Equity Research, Emerging Markets, Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
Bachelor's degree, Political Science / History double major
Macquarie Capital August 2012 - Present
Credit Suisse June 2011 - August 2011
US Army 2005 - 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investment Banking, Due Diligence, Private Equity, Equity Research, Emerging Markets, Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
Bachelor's degree, Political Science / History double major
Jon Stein's Credit Suisse Experience June 2004 - March 2010
Job Director at FirstKey Lending, LLC
Industry Real Estate
Experience
FirstKey Lending, LLC March 2015 - Present
Daveson, LLC July 2014 - March 2015
American Realty Capital February 2013 - June 2014
Brookfield Asset Management April 2010 - February 2013
Credit Suisse June 2004 - March 2010
Skills
Asset Management, Capital Markets, Finance, Valuation, Private Equity, Real Estate, Real Estate Economics, Due Diligence, Investments, Real Estate Financing, Financial Modeling, Structured Finance
Education
Columbia Business School 2003 — 2005
Master of Business Administration (MBA), Real Estate
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), American History (United States)
FirstKey Lending, LLC March 2015 - Present
Daveson, LLC July 2014 - March 2015
American Realty Capital February 2013 - June 2014
Brookfield Asset Management April 2010 - February 2013
Credit Suisse June 2004 - March 2010
Skills
Asset Management, Capital Markets, Finance, Valuation, Private Equity, Real Estate, Real Estate Economics, Due Diligence, Investments, Real Estate Financing, Financial Modeling, Structured Finance
Education
Columbia Business School 2003 — 2005
Master of Business Administration (MBA), Real Estate
Harvard College 1993 — 1997
Bachelor of Arts (B.A.), American History (United States)
Hayley Cusack's Credit Suisse Experience June 2008 - January 2010
Job Manager, Program Planning Analysis & Strategy at HBO
Industry Entertainment
Experience
HBO July 2014 - Present
A+E Networks February 2014 - May 2014
Sony Music Entertainment June 2013 - August 2013
MTV Networks April 2010 - April 2012
Credit Suisse June 2008 - January 2010
Skills
Digital Media, Financial Modeling, Digital Strategy, Analytics, New Media, Financial Analysis, Strategy, Valuation, Corporate Finance, Strategic Partnerships, Due Diligence, Corporate Development, Digital Marketing, Content Strategy
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
International Relations and Affairs
HBO July 2014 - Present
A+E Networks February 2014 - May 2014
Sony Music Entertainment June 2013 - August 2013
MTV Networks April 2010 - April 2012
Credit Suisse June 2008 - January 2010
Skills
Digital Media, Financial Modeling, Digital Strategy, Analytics, New Media, Financial Analysis, Strategy, Valuation, Corporate Finance, Strategic Partnerships, Due Diligence, Corporate Development, Digital Marketing, Content Strategy
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
International Relations and Affairs
Eli Muis's Credit Suisse Experience ManagerThe Blackstone GroupJune 2002 - June 2006
Job Vice President Investment Banking at Credit Suisse
Industry Banking
Experience
Credit Suisse ManagerThe Blackstone GroupJune 2002 - June 2006
Mars & Co. August 2001 - June 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
University of Virginia 1998 — 2001
BS, Commerce
Credit Suisse ManagerThe Blackstone GroupJune 2002 - June 2006
Mars & Co. August 2001 - June 2002
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance
University of Virginia 1998 — 2001
BS, Commerce
Chris Barris's Credit Suisse Experience July 2000 - July 2003
Job Head of Global High Yield Alcentra
Industry Investment Management
Experience
Alcentra January 2013 - Present
Standish Mellon Asset Management 2005 - Present
State Street Research 2003 - 2005
Credit Suisse July 2000 - July 2003
Fidelity Investments July 1996 - August 1998
Skills
High Yield Bonds, Portfolio Management, Fixed Income, High Yield, Leveraged Finance, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Hedge Funds
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance
Hamilton College
Bachelor of Arts (B.A.)
Alcentra January 2013 - Present
Standish Mellon Asset Management 2005 - Present
State Street Research 2003 - 2005
Credit Suisse July 2000 - July 2003
Fidelity Investments July 1996 - August 1998
Skills
High Yield Bonds, Portfolio Management, Fixed Income, High Yield, Leveraged Finance, Bloomberg, Bonds, Alternative Investments, Financial Modeling, Hedge Funds
Education
Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance
Hamilton College
Bachelor of Arts (B.A.)
Alexander Meier's Credit Suisse Experience June 2007 - August 2010
Job Student at Columbia University Columbia Business School
Industry Financial Services
Experience
Advent International May 2012 - August 2012
Credit Suisse June 2007 - August 2010
Education
Columbia Business School 2010 — 2013
MBA
University College London, U. of London 2004 — 2007
Bachelor of Science (BSc), Economics
Advent International May 2012 - August 2012
Credit Suisse June 2007 - August 2010
Education
Columbia Business School 2010 — 2013
MBA
University College London, U. of London 2004 — 2007
Bachelor of Science (BSc), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.