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
Doug Grossberg Doug Grossberg's Credit Suisse Experience July 2003 - December 2011
Job Executive Director at JP Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
Aldwych Capital Partners March 2012 - August 2012
Credit Suisse July 2003 - December 2011
PlanetRx.com 1999 - 2001
Bassini Playfair + Associates LLC 1997 - 1999
BlackRock July 1996 - July 1997
Skills
Financial Services, Wealth Management, Hedge Funds, Fixed Income, Capital Markets, Financial Markets, Securities, Credit Derivatives, Mergers & Acquisitions, Investment Banking, High Yield, Alternative Investments, Private Equity, Portfolio Management, Credit, Asset Management, Bloomberg, Credit Risk, Equities, Derivatives, Trading, Equity Derivatives, Bonds, Investments
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Rye Country Day School 1980 — 1992
JPMorgan Chase August 2012 - Present
Aldwych Capital Partners March 2012 - August 2012
Credit Suisse July 2003 - December 2011
PlanetRx.com 1999 - 2001
Bassini Playfair + Associates LLC 1997 - 1999
BlackRock July 1996 - July 1997
Skills
Financial Services, Wealth Management, Hedge Funds, Fixed Income, Capital Markets, Financial Markets, Securities, Credit Derivatives, Mergers & Acquisitions, Investment Banking, High Yield, Alternative Investments, Private Equity, Portfolio Management, Credit, Asset Management, Bloomberg, Credit Risk, Equities, Derivatives, Trading, Equity Derivatives, Bonds, Investments
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Dartmouth College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Rye Country Day School 1980 — 1992
Elizabeth Brozena Elizabeth Brozena's Credit Suisse Experience August 2015 - Present
Job Private Banking Summer Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
Credit Suisse June 2014 - August 2014
GoldStar, LLC June 2010 - June 2013
GoldStar, LLC June 2010 - June 2011
Skills
Financial Analysis, PowerPoint, Accounting, Due Diligence, Strategic Planning, Financial Modeling, Business Strategy, Budgets, Microsoft Excel, Nonprofits, Data Analysis, Business Development, Analysis, Economics, Research, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Dartmouth College 2006 — 2010
BA, Economics
Credit Suisse August 2015 - Present
Credit Suisse June 2014 - August 2014
GoldStar, LLC June 2010 - June 2013
GoldStar, LLC June 2010 - June 2011
Skills
Financial Analysis, PowerPoint, Accounting, Due Diligence, Strategic Planning, Financial Modeling, Business Strategy, Budgets, Microsoft Excel, Nonprofits, Data Analysis, Business Development, Analysis, Economics, Research, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Dartmouth College 2006 — 2010
BA, Economics
Shivangel Gandhi Shivangel Gandhi's Credit Suisse Experience July 2012 - August 2012
Job Project Management Intern at Crimson Hotels
Industry Real Estate
Experience
Crimson Hotels January 2015 - Present
Purbanchal, Hospitality Division of CBG June 2014 - August 2014
Credit Suisse July 2012 - August 2012
Spire World June 2010 - July 2010
Skills
Microsoft Office, Negotiation, PowerPoint, Microsoft Excel, Derivatives, Customer Service, Marketing, Research
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (B.Sc.), Business Administration and Real Estate Finance Certificate Program
Delhi Public School - R. K. Puram 1997 — 2010
High School Graduation, Commerce/Management
Crimson Hotels January 2015 - Present
Purbanchal, Hospitality Division of CBG June 2014 - August 2014
Credit Suisse July 2012 - August 2012
Spire World June 2010 - July 2010
Skills
Microsoft Office, Negotiation, PowerPoint, Microsoft Excel, Derivatives, Customer Service, Marketing, Research
Education
University of Southern California - Marshall School of Business 2010 — 2014
Bachelor of Science (B.Sc.), Business Administration and Real Estate Finance Certificate Program
Delhi Public School - R. K. Puram 1997 — 2010
High School Graduation, Commerce/Management
Amanda Fritz's Credit Suisse Experience June 2015 - July 2015
Job Private Banking Summer Analyst at Credit Suisse
Industry
Experience
University Tees September 2014 - Present
Surf Taco, LLC June 2009 - September 2015
Credit Suisse June 2015 - July 2015
LaForce + Stevens January 2015 - March 2015
Frankie's Bar and Grill June 2012 - August 2012
PEOPLE Magazine PEOPLE.com May 2012 - May 2012
Skills
Microsoft Word, Editing, Customer Service, Cooking, Teamwork, Leadership, Management, Marketing, Social Networking, Writing, Fundraising, Public Relations, Social Media Marketing
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Oak Knoll School of the Holy Child 2008 — 2012
High School
University Tees September 2014 - Present
Surf Taco, LLC June 2009 - September 2015
Credit Suisse June 2015 - July 2015
LaForce + Stevens January 2015 - March 2015
Frankie's Bar and Grill June 2012 - August 2012
PEOPLE Magazine PEOPLE.com May 2012 - May 2012
Skills
Microsoft Word, Editing, Customer Service, Cooking, Teamwork, Leadership, Management, Marketing, Social Networking, Writing, Fundraising, Public Relations, Social Media Marketing
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Mathematics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Oak Knoll School of the Holy Child 2008 — 2012
High School
Megan (Murley) Olson Megan (Murley) Olson's Credit Suisse Experience July 2010 - March 2012
Job Investor Relations & Business Development at RMB Capital Management
Industry Financial Services
Experience
Opportunity International January 2015 - June 2015
Iron Road Capital Partners April 2012 - January 2015
RMB Capital Management April 2012 - January 2015
Credit Suisse July 2010 - March 2012
Quebec-Labrador Foundation June 2009 - August 2009
Skills
Series 7, Series 63
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Princeton University 2006 — 2010
A.B., History
Deerfield Academy 2002 — 2006
Opportunity International January 2015 - June 2015
Iron Road Capital Partners April 2012 - January 2015
RMB Capital Management April 2012 - January 2015
Credit Suisse July 2010 - March 2012
Quebec-Labrador Foundation June 2009 - August 2009
Skills
Series 7, Series 63
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Princeton University 2006 — 2010
A.B., History
Deerfield Academy 2002 — 2006
Ankur Garg Ankur Garg's Credit Suisse Experience November 2009 - March 2012
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
ASK Pravi Capital March 2012 - June 2013
Credit Suisse November 2009 - March 2012
Sutherland Global Services esrtwhile Adventity June 2008 - November 2009
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Private Equity, Equity Valuation, Financial Analysis, DCF, Investments, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
CFA Institute (USA) 2009 — 2012
Chartered Financial Analyst (USA), Finance
Delhi College of Engineering 2004 — 2008
B.E., Computers
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
ASK Pravi Capital March 2012 - June 2013
Credit Suisse November 2009 - March 2012
Sutherland Global Services esrtwhile Adventity June 2008 - November 2009
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Private Equity, Equity Valuation, Financial Analysis, DCF, Investments, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
CFA Institute (USA) 2009 — 2012
Chartered Financial Analyst (USA), Finance
Delhi College of Engineering 2004 — 2008
B.E., Computers
Skyler Smith's Credit Suisse Experience June 2015 - Present
Job Investment Banking Summer Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Leonid Capital 2014 - 2015
ScreenSway Media and Consulting 2012 - 2014
Adconion Media Group 2010 - 2012
Adconion Media Group 2007 - 2010
Skills
Online Advertising, Digital Media, Digital Strategy, Behavioral Targeting, Entrepreneurship, Ad Networks, Sales, Mobile Advertising, Process Improvement, Video, Ad Serving, Display Advertising, DoubleClick, Digital Marketing, Business Development, Valuation
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2002 — 2006
BA, American Studies, Communications and Media Studies
Deerfield Academy 1998 — 2002
Credit Suisse June 2015 - Present
Leonid Capital 2014 - 2015
ScreenSway Media and Consulting 2012 - 2014
Adconion Media Group 2010 - 2012
Adconion Media Group 2007 - 2010
Skills
Online Advertising, Digital Media, Digital Strategy, Behavioral Targeting, Entrepreneurship, Ad Networks, Sales, Mobile Advertising, Process Improvement, Video, Ad Serving, Display Advertising, DoubleClick, Digital Marketing, Business Development, Valuation
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2002 — 2006
BA, American Studies, Communications and Media Studies
Deerfield Academy 1998 — 2002
Yon-Sue Choi Yon-Sue Choi's Credit Suisse Experience June 2015 - Present
Job Student at Dartmouth College
Industry Investment Management
Experience
Credit Suisse June 2015 - Present
Credit Suisse October 2014 - December 2014
Ministry of Foreign Affairs and Trade, Republic of Korea October 2012 - October 2014
ATREG June 2012 - August 2012
Hypatia Capital January 2012 - March 2012
Mercer Korea June 2010 - August 2010
Education
Dartmouth College 2009 — 2013
Carmel High School 2005 — 2009
Credit Suisse June 2015 - Present
Credit Suisse October 2014 - December 2014
Ministry of Foreign Affairs and Trade, Republic of Korea October 2012 - October 2014
ATREG June 2012 - August 2012
Hypatia Capital January 2012 - March 2012
Mercer Korea June 2010 - August 2010
Education
Dartmouth College 2009 — 2013
Carmel High School 2005 — 2009
Alannah Nisbet Alannah Nisbet's Credit Suisse Experience June 2014 - August 2014
Job Student at University of Virginia
Industry
Experience
Credit Suisse June 2014 - August 2014
Education
University of Virginia 2011 — 2015
Deerfield Academy
Credit Suisse June 2014 - August 2014
Education
University of Virginia 2011 — 2015
Deerfield Academy
Susan Marki, CFA,CFP,CDFA Susan Marki, CFA,CFP,CDFA's Credit Suisse Experience February 1991 - December 1992
Job Owner, Marki Financial Services, LLC
Industry Financial Services
Experience
Marki Financial Services, LLC January 2011 - Present
Art Center College of Design January 2014 - December 2014
The Derivative Research Group, LLC January 1999 - January 2006
Bankers Trust February 1993 - June 1999
Credit Suisse February 1991 - December 1992
Citibank January 1984 - February 1991
Skills
Investment Advisory, Financial Planning, Accounting, Investments, Retirement Planning, Asset Management, Personal Finance, Asset Allocation, Wealth Management, Portfolio Management
Education
Dartmouth College 1978 — 1982
BA, Economics
Marki Financial Services, LLC January 2011 - Present
Art Center College of Design January 2014 - December 2014
The Derivative Research Group, LLC January 1999 - January 2006
Bankers Trust February 1993 - June 1999
Credit Suisse February 1991 - December 1992
Citibank January 1984 - February 1991
Skills
Investment Advisory, Financial Planning, Accounting, Investments, Retirement Planning, Asset Management, Personal Finance, Asset Allocation, Wealth Management, Portfolio Management
Education
Dartmouth College 1978 — 1982
BA, Economics
Michelle Mooradian Michelle Mooradian's Credit Suisse Experience June 2001 - August 2002
Job Director of Strategy at Under Armour
Industry Consumer Goods
Experience
Under Armour September 2013 - Present
McKinsey & Company June 2007 - August 2013
Opera Solutions 2004 - 2007
Fisher Scientific June 2003 - September 2003
Credit Suisse June 2001 - August 2002
Arthur Andersen September 1996 - June 2001
Prudential Financial September 1995 - August 1996
Skills
Management Consulting, Strategy, Growth Strategies, Innovation Consulting, Pricing Strategy, Sales Promotion, Trade Promotion..., Sales Management, Sales Channel..., Channel Relationship..., Channel Optimization, Customer Insight, Customer Experience, Long-term Customer..., Consumer Goods, Consumer Insight, Retail, Consumer Healthcare, Apparel, Luxury Goods, Corporate Strategy..., Resource Allocation, People Development, Professional Mentoring, Corporate Recruiting, Project Management, Written & Oral..., Brazilian Portuguese, Spanish-speaking, International Project..., International..., Business Planning, Consumer Surveys, Focus Groups, Interviewing Skills, Cross-functional Team..., Cross-cultural..., Cross-cultural Teams, C-Level Communications, Business Advisory, Strategic Consulting, Business Strategy, Financial Modeling, Acquisition Integration, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.), Government and German, Cum Laude
Under Armour September 2013 - Present
McKinsey & Company June 2007 - August 2013
Opera Solutions 2004 - 2007
Fisher Scientific June 2003 - September 2003
Credit Suisse June 2001 - August 2002
Arthur Andersen September 1996 - June 2001
Prudential Financial September 1995 - August 1996
Skills
Management Consulting, Strategy, Growth Strategies, Innovation Consulting, Pricing Strategy, Sales Promotion, Trade Promotion..., Sales Management, Sales Channel..., Channel Relationship..., Channel Optimization, Customer Insight, Customer Experience, Long-term Customer..., Consumer Goods, Consumer Insight, Retail, Consumer Healthcare, Apparel, Luxury Goods, Corporate Strategy..., Resource Allocation, People Development, Professional Mentoring, Corporate Recruiting, Project Management, Written & Oral..., Brazilian Portuguese, Spanish-speaking, International Project..., International..., Business Planning, Consumer Surveys, Focus Groups, Interviewing Skills, Cross-functional Team..., Cross-cultural..., Cross-cultural Teams, C-Level Communications, Business Advisory, Strategic Consulting, Business Strategy, Financial Modeling, Acquisition Integration, Emerging Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.), Government and German, Cum Laude
Jason Pedreza Jason Pedreza's Credit Suisse Experience June 2008 - August 2012
Job Senior Database Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - CDE Engineering August 2012 - Present
Credit Suisse June 2008 - August 2012
Optwize Inc. November 2007 - June 2008
ICT Group August 2007 - November 2007
SunGard System Access July 2004 - July 2007
Skills
Oracle, PL/SQL, Database Design, Data Warehousing, Databases, Performance Tuning, XML, Data Modeling, Oracle Reports, SSIS, Oracle SQL, Oracle Developer 2000, Oracle Discoverer, Business Objects, Oracle Streams, XSD, Oracle Application..., Evolven, R, Oracle Data Miner, Informatica PowerCenter, Business Intelligence, Informatica Data Quality, Weka
Education
Syracuse University 2013 — 2015
Certificate of Advanced Study, Data Science
Asia Pacific College 2007 — 2008
Strategic Information Management, Business Intelligence and Knowledge Management
De La Salle University 2000 — 2004
Bachelor of Science in Computer Science, Information Technology
Fidelity Investments - CDE Engineering August 2012 - Present
Credit Suisse June 2008 - August 2012
Optwize Inc. November 2007 - June 2008
ICT Group August 2007 - November 2007
SunGard System Access July 2004 - July 2007
Skills
Oracle, PL/SQL, Database Design, Data Warehousing, Databases, Performance Tuning, XML, Data Modeling, Oracle Reports, SSIS, Oracle SQL, Oracle Developer 2000, Oracle Discoverer, Business Objects, Oracle Streams, XSD, Oracle Application..., Evolven, R, Oracle Data Miner, Informatica PowerCenter, Business Intelligence, Informatica Data Quality, Weka
Education
Syracuse University 2013 — 2015
Certificate of Advanced Study, Data Science
Asia Pacific College 2007 — 2008
Strategic Information Management, Business Intelligence and Knowledge Management
De La Salle University 2000 — 2004
Bachelor of Science in Computer Science, Information Technology
Jon Howe Jon Howe's Credit Suisse Experience November 2014 - August 2015
Job Senior System Administrator at LogicNow
Industry Information Technology and Services
Experience
LogicNow August 2015 - Present
Credit Suisse November 2014 - August 2015
Parata Systems February 2014 - November 2014
Parata Systems June 2012 - February 2014
First Flight Federal Credit Union April 2011 - June 2012
Alticor August 2008 - April 2011
Corporate Technologies January 2007 - April 2008
Springthrough Technology and Marketing 2007 - 2007
Skills
Active Directory, VMware View, VMware ESX, VMware Infrastructure, NetApp, Microsoft Exchange, Mobile Device Management, Disaster Recovery, SAN, VDI, Windows Server, Linux System..., Solarwinds, Python, Powershell, VBScript, Group Policy, SnapManager, PHP, MySQL, System Monitoring, Windows System..., JavaScript, PRTG, Nimbus, Cisco VPN, Citrix, XenServer, XenApp, Citrix Access Gateway, Citrix SSL VPN, BMC Remedy, Citrix Metaframe, Network Administration, VMware, Virtualization, Backup Exec, HP, NAS, Servers, System Administration, Data Center, Cisco Nexus, Cisco Technologies, VPN, Ubuntu, Network Security, Server Administration, IIS, Windows XP
Education
Davenport University 2004 — 2009
LogicNow August 2015 - Present
Credit Suisse November 2014 - August 2015
Parata Systems February 2014 - November 2014
Parata Systems June 2012 - February 2014
First Flight Federal Credit Union April 2011 - June 2012
Alticor August 2008 - April 2011
Corporate Technologies January 2007 - April 2008
Springthrough Technology and Marketing 2007 - 2007
Skills
Active Directory, VMware View, VMware ESX, VMware Infrastructure, NetApp, Microsoft Exchange, Mobile Device Management, Disaster Recovery, SAN, VDI, Windows Server, Linux System..., Solarwinds, Python, Powershell, VBScript, Group Policy, SnapManager, PHP, MySQL, System Monitoring, Windows System..., JavaScript, PRTG, Nimbus, Cisco VPN, Citrix, XenServer, XenApp, Citrix Access Gateway, Citrix SSL VPN, BMC Remedy, Citrix Metaframe, Network Administration, VMware, Virtualization, Backup Exec, HP, NAS, Servers, System Administration, Data Center, Cisco Nexus, Cisco Technologies, VPN, Ubuntu, Network Security, Server Administration, IIS, Windows XP
Education
Davenport University 2004 — 2009
Lizzie Reifenheiser's Credit Suisse Experience July 2013 - Present
Job Private Banking Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2013 - Present
Amity Search Partners LLC January 2009 - June 2011
SG Partners September 2006 - January 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
Williams College 2002 — 2006
B.A., History, Art History
Deerfield Academy 1999 — 2002
High School Diploma
The Greenwich Country Day School 1995 — 1999
Credit Suisse July 2013 - Present
Amity Search Partners LLC January 2009 - June 2011
SG Partners September 2006 - January 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
Williams College 2002 — 2006
B.A., History, Art History
Deerfield Academy 1999 — 2002
High School Diploma
The Greenwich Country Day School 1995 — 1999
Margaret (Meg) Blakey Margaret (Meg) Blakey's Credit Suisse Experience 1992 - 1997
Job Partner at Rhodes Associates
Industry Real Estate
Experience
Rhodes Associates May 2015 - Present
Canopy Investment Advisors 2011 - April 2015
BNY Mellon 2009 - 2011
Capmark 2002 - 2009
Goldman Sachs 1997 - 2002
Credit Suisse 1992 - 1997
Skills
Acquisitions, Alternative Investments, CMBS, Capital Markets, Commercial Real Estate, Disposition, Equities, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investment Properties, Investments
Education
Harvard Business School
MBA
Dartmouth College
BA
Rhodes Associates May 2015 - Present
Canopy Investment Advisors 2011 - April 2015
BNY Mellon 2009 - 2011
Capmark 2002 - 2009
Goldman Sachs 1997 - 2002
Credit Suisse 1992 - 1997
Skills
Acquisitions, Alternative Investments, CMBS, Capital Markets, Commercial Real Estate, Disposition, Equities, Financial Modeling, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investment Properties, Investments
Education
Harvard Business School
MBA
Dartmouth College
BA
William Ettelson William Ettelson's Credit Suisse Experience 1996 - 2002
Job Portfolio Manager at Wolfe Global Capital LLC
Industry Investment Management
Experience
Wolfe Global Capital, LLC 2009 - Present
Vardon Capital Management 2004 - 2008
Credit Suisse 1996 - 2002
Merrill Lynch 1994 - 1996
Salomon Brothers 1989 - 1992
Skills
Equities, Hedge Funds, Investments, Investment Banking, Alternative Investments, Finance, Strategic Planning, Asset Allocation, Portfolio Management, Bloomberg, Venture Capital, Strategic Leadership, Strategy, Options, Equity Research, Private Equity, Financial Risk, Team Building, Risk Management, Mergers & Acquisitions
Education
Harvard Business School 1992 — 1994
MBA
The London School of Economics and Political Science (LSE) 1988 — 1989
Master of Science
Yale University 1984 — 1988
BA
Deerfield Academy 1981 — 1984
Wolfe Global Capital, LLC 2009 - Present
Vardon Capital Management 2004 - 2008
Credit Suisse 1996 - 2002
Merrill Lynch 1994 - 1996
Salomon Brothers 1989 - 1992
Skills
Equities, Hedge Funds, Investments, Investment Banking, Alternative Investments, Finance, Strategic Planning, Asset Allocation, Portfolio Management, Bloomberg, Venture Capital, Strategic Leadership, Strategy, Options, Equity Research, Private Equity, Financial Risk, Team Building, Risk Management, Mergers & Acquisitions
Education
Harvard Business School 1992 — 1994
MBA
The London School of Economics and Political Science (LSE) 1988 — 1989
Master of Science
Yale University 1984 — 1988
BA
Deerfield Academy 1981 — 1984
Brahm Sharma Brahm Sharma's Credit Suisse Experience 2000 - 2001
Job Sr. Director at Aon
Industry Information Technology and Services
Experience
Aon July 2009 - Present
Harleysville Insurance 2006 - 2009
Bearingpoint, Inc. 2005 - 2006
Marsh 2002 - 2004
Antrix Corporation 1996 - 2002
Credit Suisse 2000 - 2001
Ryder System, Inc. 1993 - 1997
Tata Consultancy Services 1991 - 1993
Skills
IT Strategy, Business Analysis, Enterprise Architecture, SDLC, Leadership, PMO, IT Management, Management, Software Project..., Information Technology, Business Intelligence, PMP, Vendor Management, Integration, SOA, Solution Architecture, Project Management, Project Portfolio..., Requirements Analysis, Business Process..., Data Warehousing, Governance, Program Management, Disaster Recovery, Outsourcing, Enterprise Software, Business Process, Cloud Computing, Business Transformation
Education
Delhi College of Engineering 1985 — 1991
BE and ME, Engineering
Delhi University 1985 — 1991
Masters in Engineering, Production Engineering
Delhi College of Engineering 1985 — 1989
BE, Mechanical Engineering
Aon July 2009 - Present
Harleysville Insurance 2006 - 2009
Bearingpoint, Inc. 2005 - 2006
Marsh 2002 - 2004
Antrix Corporation 1996 - 2002
Credit Suisse 2000 - 2001
Ryder System, Inc. 1993 - 1997
Tata Consultancy Services 1991 - 1993
Skills
IT Strategy, Business Analysis, Enterprise Architecture, SDLC, Leadership, PMO, IT Management, Management, Software Project..., Information Technology, Business Intelligence, PMP, Vendor Management, Integration, SOA, Solution Architecture, Project Management, Project Portfolio..., Requirements Analysis, Business Process..., Data Warehousing, Governance, Program Management, Disaster Recovery, Outsourcing, Enterprise Software, Business Process, Cloud Computing, Business Transformation
Education
Delhi College of Engineering 1985 — 1991
BE and ME, Engineering
Delhi University 1985 — 1991
Masters in Engineering, Production Engineering
Delhi College of Engineering 1985 — 1989
BE, Mechanical Engineering
Grant Stegelmann Grant Stegelmann's Credit Suisse Experience June 2013 - July 2015
Job Associate at Tinicum Incorporated
Industry Investment Banking
Experience
Tinicum Incorporated August 2015 - Present
Credit Suisse June 2013 - July 2015
Credit Suisse June 2012 - August 2012
GE Capital June 2011 - August 2011
Education
Yale University 2009 — 2013
Bachelor of Arts (BA), Economics
Deerfield Academy 2005 — 2009
Tinicum Incorporated August 2015 - Present
Credit Suisse June 2013 - July 2015
Credit Suisse June 2012 - August 2012
GE Capital June 2011 - August 2011
Education
Yale University 2009 — 2013
Bachelor of Arts (BA), Economics
Deerfield Academy 2005 — 2009
Taylor Thomas Taylor Thomas's Credit Suisse Experience May 1999 - June 2006
Job Owner, South Shore Capital Advisors
Industry Financial Services
Experience
South Shore Capital Advisors, LLC December 2006 - Present
Credit Suisse May 1999 - June 2006
Boardwalk Securities 1996 - 2004
Donaldson, Lufkin & Jenrette May 1995 - May 1999
Salomon Brothers, Inc. August 1994 - May 1995
Saatchi & Saatchi 1988 - 1991
Skills
Portfolio Management, Start-ups, Investments, Hedge Funds, Asset Allocation, Private Equity, Equities, Asset Management, Strategic Planning, Due Diligence, Mergers & Acquisitions, Securities, Venture Capital, Investment Banking, Financial Services
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Dartmouth College 1984 — 1988
B.A., History
Chestnut Hill Academy 1972 — 1984
South Shore Capital Advisors, LLC December 2006 - Present
Credit Suisse May 1999 - June 2006
Boardwalk Securities 1996 - 2004
Donaldson, Lufkin & Jenrette May 1995 - May 1999
Salomon Brothers, Inc. August 1994 - May 1995
Saatchi & Saatchi 1988 - 1991
Skills
Portfolio Management, Start-ups, Investments, Hedge Funds, Asset Allocation, Private Equity, Equities, Asset Management, Strategic Planning, Due Diligence, Mergers & Acquisitions, Securities, Venture Capital, Investment Banking, Financial Services
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Dartmouth College 1984 — 1988
B.A., History
Chestnut Hill Academy 1972 — 1984
Patricia (Moreno) Cohen Patricia (Moreno) Cohen's Credit Suisse Experience August 2004 - June 2008
Job President
Industry Financial Services
Experience
Anchor Financial Incorporated August 2000 - Present
Morgan Stanley Smith Barney 2009 - 2010
Credit Suisse August 2004 - June 2008
GreenPoint November 1998 - December 1999
Skills
Strategy, Leadership, Business Development, Investments, Finance, Sales, Credit, Portfolio Management, Banking, Financial Services, Series 7, Training, Strategic Financial..., Fixed Income, Mortgage Banking, Risk Management, Coaching, Analysis, Financial Analysis, New Business Development, Underwriting, Financial Modeling, Asset Allocation, Equities, Program Management, Project Management, Change Management, Process Improvement, Asset Managment
Education
Dean College 1980 — 2004
Degree in Liberal Studies
Escola Americana do Rio de Janeiro 1960 — 2004
Anchor Financial Incorporated August 2000 - Present
Morgan Stanley Smith Barney 2009 - 2010
Credit Suisse August 2004 - June 2008
GreenPoint November 1998 - December 1999
Skills
Strategy, Leadership, Business Development, Investments, Finance, Sales, Credit, Portfolio Management, Banking, Financial Services, Series 7, Training, Strategic Financial..., Fixed Income, Mortgage Banking, Risk Management, Coaching, Analysis, Financial Analysis, New Business Development, Underwriting, Financial Modeling, Asset Allocation, Equities, Program Management, Project Management, Change Management, Process Improvement, Asset Managment
Education
Dean College 1980 — 2004
Degree in Liberal Studies
Escola Americana do Rio de Janeiro 1960 — 2004
Sarah Fearon-Maradey Sarah Fearon-Maradey's Credit Suisse Experience August 2015 - Present
Job Compliance Monitoring & Surveillance Specialist at Credit Suisse
Industry Law Practice
Experience
Credit Suisse August 2015 - Present
Quintiles August 2014 - November 2014
U.S. Securities and Exchange Commission June 2014 - August 2014
NH Bureau of Securities Regulation May 2013 - May 2014
Dartmouth College Office of General Counsel May 2012 - August 2012
Harvard School of Public Health July 2008 - August 2011
Skills
Non-profits, Research, Editing, PowerPoint, Microsoft Excel, Microsoft Word, Legal Research, Higher Education, Legal Writing, Microsoft Office, Data Analysis, Analysis, Westlaw, Litigation, Nonprofits
Education
University of New Hampshire School of Law 2011 — 2014
Doctor of Law (JD)
University of New Hampshire - Whittemore School of Business and Economics 2012 — 2013
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
BA, Studio Art
Credit Suisse August 2015 - Present
Quintiles August 2014 - November 2014
U.S. Securities and Exchange Commission June 2014 - August 2014
NH Bureau of Securities Regulation May 2013 - May 2014
Dartmouth College Office of General Counsel May 2012 - August 2012
Harvard School of Public Health July 2008 - August 2011
Skills
Non-profits, Research, Editing, PowerPoint, Microsoft Excel, Microsoft Word, Legal Research, Higher Education, Legal Writing, Microsoft Office, Data Analysis, Analysis, Westlaw, Litigation, Nonprofits
Education
University of New Hampshire School of Law 2011 — 2014
Doctor of Law (JD)
University of New Hampshire - Whittemore School of Business and Economics 2012 — 2013
Master of Business Administration (MBA)
Dartmouth College 2004 — 2008
BA, Studio Art
Frank Shaozhong Wang Frank Shaozhong Wang's Credit Suisse Experience July 2014 - March 2015
Job Consultant at Edgeworth Economics, L.L.C.
Industry Management Consulting
Experience
Edgeworth Economics, L.L.C. March 2015 - Present
Credit Suisse July 2014 - March 2015
Markit July 2013 - September 2013
Deloitte August 2012 - September 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Data Analysis, Financial Modeling, Financial Analysis, Leadership, Public Speaking, SAS, Stata, VBA, SQL, Quantitative Analytics, Editing, Strategy, Entrepreneurship, Microsoft Office, Analysis, Economics, Spanish, PowerPoint, Mandarin
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics
Universitat de Barcelona 2011 — 2011
Exchange, Spanish Language and Literature
Nanjing Foreign Language School 2004 — 2010
Edgeworth Economics, L.L.C. March 2015 - Present
Credit Suisse July 2014 - March 2015
Markit July 2013 - September 2013
Deloitte August 2012 - September 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Data Analysis, Financial Modeling, Financial Analysis, Leadership, Public Speaking, SAS, Stata, VBA, SQL, Quantitative Analytics, Editing, Strategy, Entrepreneurship, Microsoft Office, Analysis, Economics, Spanish, PowerPoint, Mandarin
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics
Universitat de Barcelona 2011 — 2011
Exchange, Spanish Language and Literature
Nanjing Foreign Language School 2004 — 2010
Ashish Tuli Ashish Tuli's Credit Suisse Experience July 2012 - May 2013
Job Associate at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group May 2013 - Present
Credit Suisse July 2012 - May 2013
Credit Suisse June 2011 - August 2011
PricewaterhouseCoopers May 2009 - February 2010
PricewaterhouseCoopers August 2007 - May 2009
IBM May 2006 - August 2007
IBM July 2005 - May 2006
University of Delhi, NSIT / DIT July 2001 - July 2005
Skills
Management Consulting, Business Analysis, Business Strategy, Financial Modeling, IT Strategy, Strategy, Analytics, Program Management, Project Management, Change Management, Software Development, Business Intelligence, Competitive Analysis, Requirements Analysis, Valuation, Management, Business Process, Financial Analysis, Forecasting, Consulting, Investment Banking, Mergers & Acquisitions, Business Process...
Education
Duke University 2010 — 2012
MBA, Business
Delhi University 2001 — 2005
BE, Computer Engineering.
St. Francis De Sales 1990 — 2000
Science with computers
The Blackstone Group May 2013 - Present
Credit Suisse July 2012 - May 2013
Credit Suisse June 2011 - August 2011
PricewaterhouseCoopers May 2009 - February 2010
PricewaterhouseCoopers August 2007 - May 2009
IBM May 2006 - August 2007
IBM July 2005 - May 2006
University of Delhi, NSIT / DIT July 2001 - July 2005
Skills
Management Consulting, Business Analysis, Business Strategy, Financial Modeling, IT Strategy, Strategy, Analytics, Program Management, Project Management, Change Management, Software Development, Business Intelligence, Competitive Analysis, Requirements Analysis, Valuation, Management, Business Process, Financial Analysis, Forecasting, Consulting, Investment Banking, Mergers & Acquisitions, Business Process...
Education
Duke University 2010 — 2012
MBA, Business
Delhi University 2001 — 2005
BE, Computer Engineering.
St. Francis De Sales 1990 — 2000
Science with computers
Ryan McPartland Ryan McPartland's Credit Suisse Experience June 2014 - Present
Job VP Residential Mortgage Originations Credit Suisse
Industry Banking
Experience
Credit Suisse June 2014 - Present
JPMorgan Chase & Co. May 2013 - June 2014
JPMorgan Chase January 2012 - May 2013
JPMorgan Chase January 2011 - January 2012
Primary Mortgage Group December 2006 - February 2011
JPMorgan Chase April 2008 - December 2008
Apex Lending, Inc November 2004 - December 2006
Capital Mortgage Services February 2001 - November 2004
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Capital Markets, Residential Mortgages, Jumbo Mortgage, Business Analysis, Data Analysis, Databases, Data Mining, Sales, Sales Management, Loans, Loan Origination, Underwriting, Credit, Mortgage Marketing, Finance, Loan Servicing, Refinance, FHA, FHA financing, Banking, Real Estate, Reverse Mortgages, Construction Loans, Investment Properties, USDA, Investments, Commercial Mortgages, Certified Mortgage..., Real Estate Financing, Home Equity Loans, Real Estate Economics, VA loans, Investors, Real Estate Transactions, First Time Home Buyers, Commercial Lending, Home Equity Lines of..., Credit Analysis, Government Loans, REO, Loss Mitigation, Mortgage Servicing, Funding, Condos, Financial Structuring, Non-Conforming, Referrals
Education
University of Wisconsin-Madison 1995 — 2000
BS, Medical Microbiology and Immunology
Deerfield Academy 1993 — 1995
Credit Suisse June 2014 - Present
JPMorgan Chase & Co. May 2013 - June 2014
JPMorgan Chase January 2012 - May 2013
JPMorgan Chase January 2011 - January 2012
Primary Mortgage Group December 2006 - February 2011
JPMorgan Chase April 2008 - December 2008
Apex Lending, Inc November 2004 - December 2006
Capital Mortgage Services February 2001 - November 2004
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Capital Markets, Residential Mortgages, Jumbo Mortgage, Business Analysis, Data Analysis, Databases, Data Mining, Sales, Sales Management, Loans, Loan Origination, Underwriting, Credit, Mortgage Marketing, Finance, Loan Servicing, Refinance, FHA, FHA financing, Banking, Real Estate, Reverse Mortgages, Construction Loans, Investment Properties, USDA, Investments, Commercial Mortgages, Certified Mortgage..., Real Estate Financing, Home Equity Loans, Real Estate Economics, VA loans, Investors, Real Estate Transactions, First Time Home Buyers, Commercial Lending, Home Equity Lines of..., Credit Analysis, Government Loans, REO, Loss Mitigation, Mortgage Servicing, Funding, Condos, Financial Structuring, Non-Conforming, Referrals
Education
University of Wisconsin-Madison 1995 — 2000
BS, Medical Microbiology and Immunology
Deerfield Academy 1993 — 1995
Todd Hirsch Todd Hirsch's Credit Suisse Experience 1994 - 2011
Job Managing Director at Providence Equity Benefit Street Partners
Industry Commercial Real Estate
Experience
Providence Equity - Benefit Street Partners January 2015 - Present
Arbor Commercial Mortgage February 2013 - October 2014
Credit Suisse 1994 - 2011
Skills
Asset Managment, Investments, Real Estate Economics, Financial Structuring, Structured Finance, Portfolio Management, CMBS, Syndicate, Managing Distribution..., Joint Ventures
Education
Hamilton College 1989 — 1993
BA
Deerfield Academy 1987 — 1989
Providence Equity - Benefit Street Partners January 2015 - Present
Arbor Commercial Mortgage February 2013 - October 2014
Credit Suisse 1994 - 2011
Skills
Asset Managment, Investments, Real Estate Economics, Financial Structuring, Structured Finance, Portfolio Management, CMBS, Syndicate, Managing Distribution..., Joint Ventures
Education
Hamilton College 1989 — 1993
BA
Deerfield Academy 1987 — 1989
Nicola Segal Nicola Segal's Credit Suisse Experience July 2013 - July 2013
Job Marketing Associate at Genscape, Inc.
Industry
Experience
Genscape, Inc. September 2014 - Present
Credit Suisse July 2013 - July 2013
SmartSign January 2013 - March 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media Marketing, Blogging, Marketing, Research, Editing, Analysis, Public Speaking, Social Media
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), History
Godolphin and Latymer School 2004 — 2009
Genscape, Inc. September 2014 - Present
Credit Suisse July 2013 - July 2013
SmartSign January 2013 - March 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media Marketing, Blogging, Marketing, Research, Editing, Analysis, Public Speaking, Social Media
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), History
Godolphin and Latymer School 2004 — 2009
William Kay William Kay's Credit Suisse Experience 2000 - 2004
Job Director
Industry Venture Capital & Private Equity
Experience
Northgate Capital April 2015 - Present
Lubert-Adler Real Estate Funds August 2013 - March 2015
LLR Partners August 2013 - March 2015
Patriot Financial Partners L.P. August 2013 - March 2015
Apollo Global Management LLC February 2011 - July 2013
Morgan Stanley March 2004 - February 2011
Credit Suisse 2000 - 2004
Skills
Capital Markets, Derivatives, Investment Banking, Asset Managment, Portfolio Management, Investment Advisory, Investments, Valuation, Due Diligence, Corporate Finance, Risk Management, Private Equity, Alternative Investments, Venture Capital
Education
Dartmouth College 1984 — 1988
Bachelor of Arts (B.A.), History
Temple University - Fox School of Business and Management 1992 — 1995
Master of Business Administration (MBA), Finance
Haverford School
Northgate Capital April 2015 - Present
Lubert-Adler Real Estate Funds August 2013 - March 2015
LLR Partners August 2013 - March 2015
Patriot Financial Partners L.P. August 2013 - March 2015
Apollo Global Management LLC February 2011 - July 2013
Morgan Stanley March 2004 - February 2011
Credit Suisse 2000 - 2004
Skills
Capital Markets, Derivatives, Investment Banking, Asset Managment, Portfolio Management, Investment Advisory, Investments, Valuation, Due Diligence, Corporate Finance, Risk Management, Private Equity, Alternative Investments, Venture Capital
Education
Dartmouth College 1984 — 1988
Bachelor of Arts (B.A.), History
Temple University - Fox School of Business and Management 1992 — 1995
Master of Business Administration (MBA), Finance
Haverford School
Geza Fodor Geza Fodor's Credit Suisse Experience 1998 - 1999
Job Managing director at Mailbox.hu
Industry Information Technology and Services
Experience
Mailbox.hu February 1999 - Present
Kopint Datorg Zrt, Hungary 2005 - 2007
Mail Hungary Ltd. 1995 - 2005
Credit Suisse 1998 - 1999
Winterthur AG 1997 - 1998
Swissair AG 1996 - 1997
HLC AG 1995 - 1996
Spardat AG 1994 - 1995
Siemens 1993 - 1994
Top Vision Ltd. 1992 - 1993
Skills
Programming, Software Development, Software Design, Maintainance, German-English, UML, Java Enterprise Edition, SQL, Web Services, IT Service Management, Integration, Software Project..., Subversion, Oracle, PL/SQL, E-commerce, Google Analytics, Web Analytics, Digital Marketing, Online Advertising
Education
Debreceni Egyetem 1985 — 1991
Programmer, Program Designer Mathematician, Computer Programming
Gábor Áron Gimnázium, Karcag 1981 — 1984
high school, Mathematics
Mailbox.hu February 1999 - Present
Kopint Datorg Zrt, Hungary 2005 - 2007
Mail Hungary Ltd. 1995 - 2005
Credit Suisse 1998 - 1999
Winterthur AG 1997 - 1998
Swissair AG 1996 - 1997
HLC AG 1995 - 1996
Spardat AG 1994 - 1995
Siemens 1993 - 1994
Top Vision Ltd. 1992 - 1993
Skills
Programming, Software Development, Software Design, Maintainance, German-English, UML, Java Enterprise Edition, SQL, Web Services, IT Service Management, Integration, Software Project..., Subversion, Oracle, PL/SQL, E-commerce, Google Analytics, Web Analytics, Digital Marketing, Online Advertising
Education
Debreceni Egyetem 1985 — 1991
Programmer, Program Designer Mathematician, Computer Programming
Gábor Áron Gimnázium, Karcag 1981 — 1984
high school, Mathematics
Lissa Rosenthal's Credit Suisse Experience February 2001 - March 2004
Job
Industry Investment Management
Experience
Credit Suisse Asset Management August 2010 - Present
Gleacher Fund Advisors January 2008 - April 2009
Olympia Capital Management March 2004 - December 2007
Credit Suisse February 2001 - March 2004
Skills
Hedge Funds, Derivatives, Alternative Investments, Equity Derivatives, Fund Of Funds, Prime Brokerage, Portfolio Management, Investments, CDS, Structured Finance
Education
Stuyvesant High School
Dartmouth College
BA, Math and Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Credit Suisse Asset Management August 2010 - Present
Gleacher Fund Advisors January 2008 - April 2009
Olympia Capital Management March 2004 - December 2007
Credit Suisse February 2001 - March 2004
Skills
Hedge Funds, Derivatives, Alternative Investments, Equity Derivatives, Fund Of Funds, Prime Brokerage, Portfolio Management, Investments, CDS, Structured Finance
Education
Stuyvesant High School
Dartmouth College
BA, Math and Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Chris Bachand-Parente's Credit Suisse Experience June 2013 - June 2013
Job Associate at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
Cleary Gottlieb Steen & Hamilton LLP October 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP May 2013 - August 2013
Credit Suisse June 2013 - June 2013
New York City Law Department June 2012 - August 2012
National Bureau of Economic Research January 2011 - April 2011
Shearman & Sterling LLP June 2010 - August 2010
Legal Aid Society March 2009 - May 2009
Terrapinn June 2008 - August 2008
Codispoti & Mancinelli July 2007 - August 2007
Education
NYU School of Law 2011 — 2014
JD
Dartmouth College 2007 — 2011
BA, Economics, Minor in Psychology
The University of Edinburgh 2009 — 2009
Foreign Study Program - Honors Philosophy
Stuyvesant High School 2004 — 2007
Cleary Gottlieb Steen & Hamilton LLP October 2014 - Present
Cleary Gottlieb Steen & Hamilton LLP May 2013 - August 2013
Credit Suisse June 2013 - June 2013
New York City Law Department June 2012 - August 2012
National Bureau of Economic Research January 2011 - April 2011
Shearman & Sterling LLP June 2010 - August 2010
Legal Aid Society March 2009 - May 2009
Terrapinn June 2008 - August 2008
Codispoti & Mancinelli July 2007 - August 2007
Education
NYU School of Law 2011 — 2014
JD
Dartmouth College 2007 — 2011
BA, Economics, Minor in Psychology
The University of Edinburgh 2009 — 2009
Foreign Study Program - Honors Philosophy
Stuyvesant High School 2004 — 2007
Raymond Rodriguez Raymond Rodriguez's Credit Suisse Experience January 2008 - March 2008
Job Legislative & Communications Director
Industry Government Relations
Experience
New York City Council April 2015 - Present
Berlin Rosen January 2012 - Present
Gay & Lesbian Advocates & Defenders September 2009 - December 2011
Dartmouth College 2008 - 2009
Dartmouth College 2006 - 2009
Office of Congresswoman Kathy Castor June 2008 - August 2008
Credit Suisse January 2008 - March 2008
Skills
Research
Education
Dartmouth College 2005 — 2009
Bachelors, Sociology, Public Polocy
New York City Council April 2015 - Present
Berlin Rosen January 2012 - Present
Gay & Lesbian Advocates & Defenders September 2009 - December 2011
Dartmouth College 2008 - 2009
Dartmouth College 2006 - 2009
Office of Congresswoman Kathy Castor June 2008 - August 2008
Credit Suisse January 2008 - March 2008
Skills
Research
Education
Dartmouth College 2005 — 2009
Bachelors, Sociology, Public Polocy
Raymond Wood Raymond Wood's Credit Suisse Experience August 1990 - August 2012
Job Managing DirectorHead of Global Power & Renewables at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch August 2012 - April 2015
Credit Suisse August 1990 - August 2012
Credit Suisse May 1990 - August 2012
Credit Suisse First Boston January 2000 - January 2008
Credit Suisse First Boston June 1990 - December 1999
Chemical Bank 1984 - 1988
Skills
Valuation, Structured Finance, Capital Raising, Strategy, Project Finance, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Capital Markets, Financial Structuring, Mergers, Due Diligence, Leveraged Finance, Finance, Mergers & Acquisitions, Equities, Renewable Energy, Energy, Solar Energy, Emerging Markets, Commodity, Derivatives, Portfolio Management, Investments, Structured Products, Joint Ventures, Hedge Funds, Risk Management, IPO
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
MBA, finance
Dartmouth College 1980 — 1984
BA, Government and Asian Studies
Princeton High School 1976 — 1980
Bank of America Merrill Lynch April 2015 - Present
Bank of America Merrill Lynch August 2012 - April 2015
Credit Suisse August 1990 - August 2012
Credit Suisse May 1990 - August 2012
Credit Suisse First Boston January 2000 - January 2008
Credit Suisse First Boston June 1990 - December 1999
Chemical Bank 1984 - 1988
Skills
Valuation, Structured Finance, Capital Raising, Strategy, Project Finance, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Capital Markets, Financial Structuring, Mergers, Due Diligence, Leveraged Finance, Finance, Mergers & Acquisitions, Equities, Renewable Energy, Energy, Solar Energy, Emerging Markets, Commodity, Derivatives, Portfolio Management, Investments, Structured Products, Joint Ventures, Hedge Funds, Risk Management, IPO
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
MBA, finance
Dartmouth College 1980 — 1984
BA, Government and Asian Studies
Princeton High School 1976 — 1980
Russell Lane, CFA Russell Lane, CFA's Credit Suisse Experience 2006 - 2009
Job Client Portfolio Management at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates 2014 - Present
Bridgewater Associates 2009 - 2014
Credit Suisse 2006 - 2009
Skills
Asset Management, Asset Allocation, Investment Management, Alternative Investments, Investment Strategies, Portfolio Management, Hedge Funds, Valuation, Fixed Income, Equities, Commodity Markets, Financial Modeling, Investments, Derivatives, Risk Analytics, Equity Research
Education
Dartmouth College 2002 — 2006
BA, Economics and Government, magna cum laude
Bridgewater Associates 2014 - Present
Bridgewater Associates 2009 - 2014
Credit Suisse 2006 - 2009
Skills
Asset Management, Asset Allocation, Investment Management, Alternative Investments, Investment Strategies, Portfolio Management, Hedge Funds, Valuation, Fixed Income, Equities, Commodity Markets, Financial Modeling, Investments, Derivatives, Risk Analytics, Equity Research
Education
Dartmouth College 2002 — 2006
BA, Economics and Government, magna cum laude
Charles Yamsuan Charles Yamsuan's Credit Suisse Experience August 2000 - May 2013
Job VP Enterprise Data Manager at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman July 2014 - Present
MetLife October 2013 - June 2014
Carson Park Consulting LLC October 2013 - June 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Credit Suisse August 2000 - May 2013
Millenium Computer Systems April 1998 - August 2000
Standard Chartered Bank July 1997 - March 1998
SI Consulting June 1996 - June 1997
Skills
Project Management, DB2, Oracle SQL, Business Analysis, Business Objects, ETL Tools, COBOLII, CICS, Project Delivery, Informatica, Business Intelligence, PRINCE2, Mainframe, Oracle, MVS, COBOL, SQL, Production Support, Data Warehousing, Sybase, Software Development, Testing, Requirements Gathering, Enterprise Architecture, SDLC, Software Project..., VSAM, Fileaid, Program Management, Data Modeling, Requirements Analysis, Data Migration, Performance Tuning, SOA, Disaster Recovery, IT Strategy, Systems Analysis, PL/SQL, Trading Systems, User Acceptance Testing, Solution Architecture, Release Management, Unix, Database Design, Databases, ETL, Business Requirements, PMO, Investment Banking, Unix Shell Scripting
Education
De La Salle University 1990 — 1994
Bachelor of Science (BS), Computer Science
Brown Brothers Harriman July 2014 - Present
MetLife October 2013 - June 2014
Carson Park Consulting LLC October 2013 - June 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Credit Suisse August 2000 - May 2013
Millenium Computer Systems April 1998 - August 2000
Standard Chartered Bank July 1997 - March 1998
SI Consulting June 1996 - June 1997
Skills
Project Management, DB2, Oracle SQL, Business Analysis, Business Objects, ETL Tools, COBOLII, CICS, Project Delivery, Informatica, Business Intelligence, PRINCE2, Mainframe, Oracle, MVS, COBOL, SQL, Production Support, Data Warehousing, Sybase, Software Development, Testing, Requirements Gathering, Enterprise Architecture, SDLC, Software Project..., VSAM, Fileaid, Program Management, Data Modeling, Requirements Analysis, Data Migration, Performance Tuning, SOA, Disaster Recovery, IT Strategy, Systems Analysis, PL/SQL, Trading Systems, User Acceptance Testing, Solution Architecture, Release Management, Unix, Database Design, Databases, ETL, Business Requirements, PMO, Investment Banking, Unix Shell Scripting
Education
De La Salle University 1990 — 1994
Bachelor of Science (BS), Computer Science
Catherine Lualhati Catherine Lualhati's Credit Suisse Experience February 2000 - September 2009
Job Associate at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland September 2009 - Present
Credit Suisse February 2000 - September 2009
Lehman Brothers July 1996 - February 2000
ING Securities March 1994 - July 1996
Skills
Corporate Actions, Securities, Prime Brokerage, Account Reconciliation, Securities Lending, Management, Fixed Income, Derivatives, Equity Derivatives, Capital Markets, Equities, Hedge Funds, SWIFT payments, Middle Office, Back Office, Settlement, Bloomberg, Structured Products, Swaps, Credit Derivatives, Investment Banking, Bonds
Education
De La Salle University
Bachelor of Science, Mathematics
Royal Bank of Scotland September 2009 - Present
Credit Suisse February 2000 - September 2009
Lehman Brothers July 1996 - February 2000
ING Securities March 1994 - July 1996
Skills
Corporate Actions, Securities, Prime Brokerage, Account Reconciliation, Securities Lending, Management, Fixed Income, Derivatives, Equity Derivatives, Capital Markets, Equities, Hedge Funds, SWIFT payments, Middle Office, Back Office, Settlement, Bloomberg, Structured Products, Swaps, Credit Derivatives, Investment Banking, Bonds
Education
De La Salle University
Bachelor of Science, Mathematics
Peter Cohen's Credit Suisse Experience May 2011 - August 2011
Job Business Analyst Financial Market Data Expert
Industry Information Technology and Services
Experience
Interactive Data December 2012 - Present
Thomson Reuters November 2011 - February 2012
Credit Suisse May 2011 - August 2011
Thomson Reuters September 1996 - March 2011
Skills
Market Data, Business Analysis, Financial Markets, Project Management, Business Requirements, Reference Data, Business Specifications
Education
Delft University of Technology 1974 — 1980
M.Sc., Mathematics/Computer Science
Interactive Data December 2012 - Present
Thomson Reuters November 2011 - February 2012
Credit Suisse May 2011 - August 2011
Thomson Reuters September 1996 - March 2011
Skills
Market Data, Business Analysis, Financial Markets, Project Management, Business Requirements, Reference Data, Business Specifications
Education
Delft University of Technology 1974 — 1980
M.Sc., Mathematics/Computer Science
Taylor Williams's Credit Suisse Experience July 2000 - February 2003
Job Product Manager, Trade & Receivable Finance at GE Capital Commercial Distribution Finance
Industry Financial Services
Experience
GE Capital Commercial Distribution Finance April 2014 - Present
GE Capital March 2013 - March 2014
GE Antares Capital October 2011 - February 2013
GE Capital October 2010 - September 2011
GE Capital Real Estate 2008 - September 2010
GE Capital Real Estate 2007 - 2008
GE Capital June 2005 - June 2007
Credit Suisse July 2000 - February 2003
Skills
Marketing Strategy, Business Strategy, Segmentation, Competitive Analysis, Product Management, Cross-functional Team..., Business Development, Financial Modeling, Pricing, Mergers, Market Research, Product Development, Strategy, Marketing, Product Marketing, Market Analysis, Portfolio Management, Strategic Planning, Six Sigma, Pricing Strategy, Management, Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Marketing & Management
Dartmouth College 1996 — 2000
BA, Mathematics
GE Capital Commercial Distribution Finance April 2014 - Present
GE Capital March 2013 - March 2014
GE Antares Capital October 2011 - February 2013
GE Capital October 2010 - September 2011
GE Capital Real Estate 2008 - September 2010
GE Capital Real Estate 2007 - 2008
GE Capital June 2005 - June 2007
Credit Suisse July 2000 - February 2003
Skills
Marketing Strategy, Business Strategy, Segmentation, Competitive Analysis, Product Management, Cross-functional Team..., Business Development, Financial Modeling, Pricing, Mergers, Market Research, Product Development, Strategy, Marketing, Product Marketing, Market Analysis, Portfolio Management, Strategic Planning, Six Sigma, Pricing Strategy, Management, Finance, Leadership
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Marketing & Management
Dartmouth College 1996 — 2000
BA, Mathematics
Rajnish Bhatia Rajnish Bhatia's Credit Suisse Experience 2000 - 2003
Job Vice President, IT Security, Risk and Compliance at AIG
Industry Financial Services
Experience
AIG July 2013 - Present
Kaiser Permanente March 2013 - June 2013
Jefferies & Company March 2012 - February 2013
Deloitte & Touche LLP January 2010 - March 2012
PricewaterhouseCoopers November 2008 - December 2009
Entology October 2004 - November 2008
NYCBOE 2003 - 2004
Credit Suisse 2000 - 2003
Electrolux 1997 - 2000
Skills
Identity Management, Access Control, Role Profiling, Role Modeling, Process Engineering, Software Engineering, Programming Languages, Database Design, Secure SDLC, Security, Integration, Quality Assurance, IT Governance, Process Improvement, Risk Assessment, Risk Management, Internal Controls, Program Management, PMO, Budgeting, SOX, Audit Support, GRC, Application Architecture, Application Security..., Application Development, COTS, ERP, Federation, OWASP, Governance, Auditing, Software Development, Budgets, Sarbanes-Oxley Act, Computer Security, SDLC, Enterprise Architecture, Business Continuity, Enterprise Software, Application Security, Siteminder, Oracle, IT Strategy, Information Security, Strategy, Business Intelligence, Information Security..., Enterprise Risk..., Solution Architecture
Education
Delhi University 1993 — 1996
Bachelors of Science
NIIT 1993 — 1996
Graduate
AIG July 2013 - Present
Kaiser Permanente March 2013 - June 2013
Jefferies & Company March 2012 - February 2013
Deloitte & Touche LLP January 2010 - March 2012
PricewaterhouseCoopers November 2008 - December 2009
Entology October 2004 - November 2008
NYCBOE 2003 - 2004
Credit Suisse 2000 - 2003
Electrolux 1997 - 2000
Skills
Identity Management, Access Control, Role Profiling, Role Modeling, Process Engineering, Software Engineering, Programming Languages, Database Design, Secure SDLC, Security, Integration, Quality Assurance, IT Governance, Process Improvement, Risk Assessment, Risk Management, Internal Controls, Program Management, PMO, Budgeting, SOX, Audit Support, GRC, Application Architecture, Application Security..., Application Development, COTS, ERP, Federation, OWASP, Governance, Auditing, Software Development, Budgets, Sarbanes-Oxley Act, Computer Security, SDLC, Enterprise Architecture, Business Continuity, Enterprise Software, Application Security, Siteminder, Oracle, IT Strategy, Information Security, Strategy, Business Intelligence, Information Security..., Enterprise Risk..., Solution Architecture
Education
Delhi University 1993 — 1996
Bachelors of Science
NIIT 1993 — 1996
Graduate
Vivek Siwatch's Credit Suisse Experience August 2013 - Present
Job
Industry Investment Banking
Experience
Credit Suisse August 2013 - Present
FBR November 2012 - August 2013
eSolar January 2012 - November 2012
Indiana University Bloomington August 2009 - May 2011
Cummins June 2010 - August 2010
Foster Wheeler July 2008 - March 2009
Selas Heat Technology Company January 2006 - June 2008
Skills
Cross-functional Team..., Financial Analysis, Manufacturing, Strategy, Microsoft Excel, Quantitative Analytics, Equity Research, Quantitative Analysis, Matlab, Asset Management, Portfolio Management, Project Management, Six Sigma, Forecasting, Business Development, Excel, SPSS, Asset Managment, Financial Modeling, Start-ups, Leadership, Competitive Analysis, Analysis, Business Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance/ Strategic Consulting/ Marketing
Texas A&M University 2003 — 2005
Master of Science, Mechanical Engineering
Delhi College of Engineering 1999 — 2003
Bachelor of Engineering, Mechanical Engineering
Credit Suisse August 2013 - Present
FBR November 2012 - August 2013
eSolar January 2012 - November 2012
Indiana University Bloomington August 2009 - May 2011
Cummins June 2010 - August 2010
Foster Wheeler July 2008 - March 2009
Selas Heat Technology Company January 2006 - June 2008
Skills
Cross-functional Team..., Financial Analysis, Manufacturing, Strategy, Microsoft Excel, Quantitative Analytics, Equity Research, Quantitative Analysis, Matlab, Asset Management, Portfolio Management, Project Management, Six Sigma, Forecasting, Business Development, Excel, SPSS, Asset Managment, Financial Modeling, Start-ups, Leadership, Competitive Analysis, Analysis, Business Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance/ Strategic Consulting/ Marketing
Texas A&M University 2003 — 2005
Master of Science, Mechanical Engineering
Delhi College of Engineering 1999 — 2003
Bachelor of Engineering, Mechanical Engineering
Mukund Mubayi Mukund Mubayi's Credit Suisse Experience June 2007 - August 2007
Job MBA Finance, Thunderbird, Spring 2008
Industry Financial Services
Experience
Credit Suisse June 2007 - August 2007
Morgan Stanley May 2007 - May 2007
VEST, Inc. August 2004 - June 2006
VEST, Inc. August 2000 - July 2004
Education
Thunderbird School of Global Management 2006 — 2008
MBA, Finance
University of Delhi 1997 — 2000
BA, English Hons
TAFS 1995 — 1997
MBIIS
Credit Suisse June 2007 - August 2007
Morgan Stanley May 2007 - May 2007
VEST, Inc. August 2004 - June 2006
VEST, Inc. August 2000 - July 2004
Education
Thunderbird School of Global Management 2006 — 2008
MBA, Finance
University of Delhi 1997 — 2000
BA, English Hons
TAFS 1995 — 1997
MBIIS
Antek (Antoni) Baranski Antek (Antoni) Baranski's Credit Suisse Experience September 2010 - March 2012
Job Director of Technology DevOps at Disney Interactive
Industry Computer Games
Experience
Disney Interactive January 2014 - Present
ROBLOX June 2013 - January 2014
Riot Games April 2012 - May 2013
Credit Suisse September 2010 - March 2012
Electronic Arts October 2006 - August 2010
OO-consultants January 2001 - October 2006
Essent Kabelcom December 2004 - September 2006
Telelogic April 2003 - July 2006
Interpolis November 2005 - February 2006
mobex.net January 2005 - January 2005
Skills
Application Lifecycle..., Software Configuration..., Technology Management, Build Management, Release Management, Agile Project Management, IT Management, IT Operations, Team Building, Cross-functional Team..., Agile Methodologies, Scrum, RUP, ITIL, Software Development, Software Project..., Software Engineering, Game Development, Change Management, People Development, DevOps, .NET, Architecture, CMMI, Configuration Management, Enterprise Architecture, Databases, System Architecture, Outsourcing, Software Build, Software Quality..., Enterprise Software, Cloud Computing, Virtualization, Distributed Team..., Distributed Systems, Process Improvement, UML, Object Oriented Software, Testing, Quality Assurance, Kanban, Kaizen, Business Process, Start-ups, Project Management, Freestyle Llama..., Architectures
Education
CERN School of Computing 1997 — 1997
De Haagse Hogeschool / The Hague University of Applied Sciences 1992 — 1997
B.Sc
De Haagse Hogeschool / The Hague University of Applied Sciences 1992 — 1997
B.Sc
Nyenrode Business University 2004 — 2004
Disney Interactive January 2014 - Present
ROBLOX June 2013 - January 2014
Riot Games April 2012 - May 2013
Credit Suisse September 2010 - March 2012
Electronic Arts October 2006 - August 2010
OO-consultants January 2001 - October 2006
Essent Kabelcom December 2004 - September 2006
Telelogic April 2003 - July 2006
Interpolis November 2005 - February 2006
mobex.net January 2005 - January 2005
Skills
Application Lifecycle..., Software Configuration..., Technology Management, Build Management, Release Management, Agile Project Management, IT Management, IT Operations, Team Building, Cross-functional Team..., Agile Methodologies, Scrum, RUP, ITIL, Software Development, Software Project..., Software Engineering, Game Development, Change Management, People Development, DevOps, .NET, Architecture, CMMI, Configuration Management, Enterprise Architecture, Databases, System Architecture, Outsourcing, Software Build, Software Quality..., Enterprise Software, Cloud Computing, Virtualization, Distributed Team..., Distributed Systems, Process Improvement, UML, Object Oriented Software, Testing, Quality Assurance, Kanban, Kaizen, Business Process, Start-ups, Project Management, Freestyle Llama..., Architectures
Education
CERN School of Computing 1997 — 1997
De Haagse Hogeschool / The Hague University of Applied Sciences 1992 — 1997
B.Sc
De Haagse Hogeschool / The Hague University of Applied Sciences 1992 — 1997
B.Sc
Nyenrode Business University 2004 — 2004
Patrick McGowan's Credit Suisse Experience June 2011 - April 2014
Job Spiceworks
Industry Computer Software
Experience
Spiceworks October 2014 - Present
foursquare May 2014 - October 2014
Credit Suisse June 2011 - April 2014
Credit Suisse June 2010 - August 2010
Cowen and Company June 2009 - August 2009
Skills
Valuation, Acting
Education
University of Pennsylvania 2007 — 2011
Deerfield Academy 2003 — 2007
H.S.
Spiceworks October 2014 - Present
foursquare May 2014 - October 2014
Credit Suisse June 2011 - April 2014
Credit Suisse June 2010 - August 2010
Cowen and Company June 2009 - August 2009
Skills
Valuation, Acting
Education
University of Pennsylvania 2007 — 2011
Deerfield Academy 2003 — 2007
H.S.
Venkat Krishnan, SPHR's Credit Suisse Experience 2000 - 2003
Job Talent Partner at Futures Group
Industry Management Consulting
Experience
Deloitte Consulting 2007 - 2015
JP Morgan Chase 2003 - 2007
Credit Suisse 2000 - 2003
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Talent Management, Leadership, Benefits Negotiation, Sourcing, Executive Search, SDLC, Management, Professional Services, Management Consulting, Applicant Tracking..., Internet Recruiting, Performance Management, Integrated Marketing, ERP, Program Management, Financial Services, Risk Management, Data Management, Business Intelligence, Data Analytics
Education
Center for Management Education, New Delhi 1995 — 1998
PGDM, HR
Delhi University
Bachelors, Mathematics
Human Resources Certification Institute
Deloitte Consulting 2007 - 2015
JP Morgan Chase 2003 - 2007
Credit Suisse 2000 - 2003
Skills
Talent Acquisition, Technical Recruiting, Recruiting, Talent Management, Leadership, Benefits Negotiation, Sourcing, Executive Search, SDLC, Management, Professional Services, Management Consulting, Applicant Tracking..., Internet Recruiting, Performance Management, Integrated Marketing, ERP, Program Management, Financial Services, Risk Management, Data Management, Business Intelligence, Data Analytics
Education
Center for Management Education, New Delhi 1995 — 1998
PGDM, HR
Delhi University
Bachelors, Mathematics
Human Resources Certification Institute
Salvatore Sorce Salvatore Sorce's Credit Suisse Experience June 1987 - December 2011
Job Partner at Northwest Connecticut Opportunity Fund
Industry Venture Capital & Private Equity
Experience
Northwest Connecticut Opportunity Fund August 2013 - Present
Credit Suisse June 1987 - December 2011
Citibank NA November 1985 - June 1987
Skills
Product Control, Corporate Treasury, Change Management, Hedge Funds, Structured Products, Fixed Income, Treasury Management, Investment Banking, Credit Derivatives, FX Options, Derivatives, Banking, Equities, Swaps, Trading, Middle Office, Capital Markets, Private Equity, Trading Systems, Financial Markets, Portfolio Management, Bloomberg, Hedging, Risk Management, Financial Modeling, Market Risk, Financial Structuring, Asset Managment, Valuation, Investments, Financial Risk, CDS, Emerging Markets, Electronic Trading, Operational Risk, Interest Rate..., Securitization, Equity Derivatives, Credit Risk, Fund Of Funds, Structured Finance, Back Office, Bonds, Corporate Finance, Prime Brokerage, Commodity, Securities Lending, Options, Alternative Investments, Private Banking
Education
NYU Stern School of Business 1989 — 1993
MBA, International Economics
Dartmouth College 1981 — 1985
AB, Economics
Northwest Connecticut Opportunity Fund August 2013 - Present
Credit Suisse June 1987 - December 2011
Citibank NA November 1985 - June 1987
Skills
Product Control, Corporate Treasury, Change Management, Hedge Funds, Structured Products, Fixed Income, Treasury Management, Investment Banking, Credit Derivatives, FX Options, Derivatives, Banking, Equities, Swaps, Trading, Middle Office, Capital Markets, Private Equity, Trading Systems, Financial Markets, Portfolio Management, Bloomberg, Hedging, Risk Management, Financial Modeling, Market Risk, Financial Structuring, Asset Managment, Valuation, Investments, Financial Risk, CDS, Emerging Markets, Electronic Trading, Operational Risk, Interest Rate..., Securitization, Equity Derivatives, Credit Risk, Fund Of Funds, Structured Finance, Back Office, Bonds, Corporate Finance, Prime Brokerage, Commodity, Securities Lending, Options, Alternative Investments, Private Banking
Education
NYU Stern School of Business 1989 — 1993
MBA, International Economics
Dartmouth College 1981 — 1985
AB, Economics
David Spurr David Spurr's Credit Suisse Experience May 2000 - August 2003
Job Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Goldman Sachs September 2003 - August 2014
Credit Suisse May 2000 - August 2003
Davis Polk & Wardwell LLP 1999 - 2000
The Honorable Lewis A. Kaplan, S.D.N.Y. 1998 - 1999
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Investments, Capital Markets
Education
University of Virginia School of Law 1995 — 1998
Doctor of Law (JD), order of the coif
Dartmouth College 1989 — 1993
AB, cum laude, Economics
Merrill Lynch August 2014 - Present
Goldman Sachs September 2003 - August 2014
Credit Suisse May 2000 - August 2003
Davis Polk & Wardwell LLP 1999 - 2000
The Honorable Lewis A. Kaplan, S.D.N.Y. 1998 - 1999
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Investments, Capital Markets
Education
University of Virginia School of Law 1995 — 1998
Doctor of Law (JD), order of the coif
Dartmouth College 1989 — 1993
AB, cum laude, Economics
Thomas Cheung Thomas Cheung's Credit Suisse Experience July 2008 - Present
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2008 - Present
Credit Suisse July 2005 - July 2008
UBS Investment Bank June 2004 - August 2004
Davis Polk & Wardwell September 2003 - April 2004
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Leveraged Finance, Mergers, Mergers, Project Finance, Real Estate, Valuation, Corporate Finance, Investments, Mergers & Acquisitions
Education
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Credit Suisse July 2008 - Present
Credit Suisse July 2005 - July 2008
UBS Investment Bank June 2004 - August 2004
Davis Polk & Wardwell September 2003 - April 2004
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Leveraged Finance, Mergers, Mergers, Project Finance, Real Estate, Valuation, Corporate Finance, Investments, Mergers & Acquisitions
Education
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Christine Dao, MSOM, L.Ac. Christine Dao, MSOM, L.Ac.'s Credit Suisse Experience January 1998 - 2000
Job Founder at Dao Integrated Health, Inc.
Industry Medical Practice
Experience
Dao Integrated Health, Inc. April 2014 - Present
Acupuncture & Integrative Medicine College, Berkeley December 2012 - December 2014
Kitchen on Fire August 2012 - July 2013
Tokubo Acupuncture October 2011 - July 2012
Mapusoft Technogies P ltd November 2010 - March 2011
Wind River January 2008 - September 2010
Wind River Systems September 2005 - December 2007
Remedy Interactive August 2004 - September 2005
Credit Suisse January 1998 - 2000
Skills
Traditional Chinese..., Oriental Medicine, Acupuncture, Chinese Herbal Medicine, Alternative Medicine, Medicine, Holistic Medicine, Holistic Health, Wellness Coaching, Stress Management, Nutritional Counseling, NLP, Health, Supplements, Qigong, Tui Na, Meditation, Lifestyle Management, Problem Solving, Team Building, Solution Selling, New Business Development, Sales, Selling, Medical Devices, Product Marketing, Program Management, CRM, Strategy, Go-to-market Strategy, B2B, Product Management, Direct Sales, Start-ups, Software Sales, Sales Process, Networking, Management, Sales Management, Consultative Selling, Embedded Systems, Professional Services, Lead Generation, Strategic Partnerships
Education
Acupuncture & Integrative Medicine College, Berkeley 2011 — 2014
MSOM, Traditional Chinese Medicine and Chinese Herbology
San Jose State University 2002 — 2004
Business Management, Business
De Anza College 1994 — 2002
Business
Cupertino High 1991 — 1995
Dao Integrated Health, Inc. April 2014 - Present
Acupuncture & Integrative Medicine College, Berkeley December 2012 - December 2014
Kitchen on Fire August 2012 - July 2013
Tokubo Acupuncture October 2011 - July 2012
Mapusoft Technogies P ltd November 2010 - March 2011
Wind River January 2008 - September 2010
Wind River Systems September 2005 - December 2007
Remedy Interactive August 2004 - September 2005
Credit Suisse January 1998 - 2000
Skills
Traditional Chinese..., Oriental Medicine, Acupuncture, Chinese Herbal Medicine, Alternative Medicine, Medicine, Holistic Medicine, Holistic Health, Wellness Coaching, Stress Management, Nutritional Counseling, NLP, Health, Supplements, Qigong, Tui Na, Meditation, Lifestyle Management, Problem Solving, Team Building, Solution Selling, New Business Development, Sales, Selling, Medical Devices, Product Marketing, Program Management, CRM, Strategy, Go-to-market Strategy, B2B, Product Management, Direct Sales, Start-ups, Software Sales, Sales Process, Networking, Management, Sales Management, Consultative Selling, Embedded Systems, Professional Services, Lead Generation, Strategic Partnerships
Education
Acupuncture & Integrative Medicine College, Berkeley 2011 — 2014
MSOM, Traditional Chinese Medicine and Chinese Herbology
San Jose State University 2002 — 2004
Business Management, Business
De Anza College 1994 — 2002
Business
Cupertino High 1991 — 1995
William Mahler's Credit Suisse Experience July 2015 - Present
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Redburn June 2013 - July 2013
Education
Davidson College 2011 — 2015
Bachelor’s Degree, History
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Redburn June 2013 - July 2013
Education
Davidson College 2011 — 2015
Bachelor’s Degree, History
Allan Gasgonia's Credit Suisse Experience July 2000 - June 2007
Job VP of CRM Solutions at Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America - Merrill Lynch January 2013 - Present
CRM Manager July 2011 - December 2012
Fujitsu America August 2007 - June 2011
Credit Suisse July 2000 - June 2007
MSX International February 1998 - June 2000
Accenture February 1995 - January 1998
PHINMA November 1994 - February 1995
Skills
Salesforce.com, Business Analysis, Cloud Computing, Solution Architecture, SaaS, Data Migration, Force.com, Business Process, Integration, Business Intelligence, Requirements Gathering, SDLC, Software Project..., Requirements Analysis, CRM, ERP, SQL, Unix, IT Management, PaaS, Test Planning, Software Development, Program Management, Business Objects, Software Documentation, ITIL, Pre-sales, Business Process Design, IT Strategy, Project Portfolio..., Databases, Enterprise Software, Professional Services, Oracle, Business Process..., Cross-functional Team..., ETL, Agile Methodologies, Data Analysis, SOA, DB2, Consulting, Disaster Recovery, C#, Java, Enterprise Architecture, Data Warehousing, Vendor Management, Agile Project Management
Education
De La Salle University 1991 — 1994
Bachelor of Science (B.S.), Mathematics with Major in Computer Applications
St. Joseph's Academy
Bank of America - Merrill Lynch January 2013 - Present
CRM Manager July 2011 - December 2012
Fujitsu America August 2007 - June 2011
Credit Suisse July 2000 - June 2007
MSX International February 1998 - June 2000
Accenture February 1995 - January 1998
PHINMA November 1994 - February 1995
Skills
Salesforce.com, Business Analysis, Cloud Computing, Solution Architecture, SaaS, Data Migration, Force.com, Business Process, Integration, Business Intelligence, Requirements Gathering, SDLC, Software Project..., Requirements Analysis, CRM, ERP, SQL, Unix, IT Management, PaaS, Test Planning, Software Development, Program Management, Business Objects, Software Documentation, ITIL, Pre-sales, Business Process Design, IT Strategy, Project Portfolio..., Databases, Enterprise Software, Professional Services, Oracle, Business Process..., Cross-functional Team..., ETL, Agile Methodologies, Data Analysis, SOA, DB2, Consulting, Disaster Recovery, C#, Java, Enterprise Architecture, Data Warehousing, Vendor Management, Agile Project Management
Education
De La Salle University 1991 — 1994
Bachelor of Science (B.S.), Mathematics with Major in Computer Applications
St. Joseph's Academy
Lane Zimmerman's Credit Suisse Experience June 2010 - August 2010
Job Program Manager at Harvard Business School Alumni Angels of Greater New York
Industry Venture Capital & Private Equity
Experience
Harvard Business School Alumni Angels of Greater New York October 2014 - Present
Axiom Learning July 2013 - August 2014
Borealis Ventures November 2011 - March 2013
Credit Suisse June 2010 - August 2010
Skills
Venture Capital, Entrepreneurship, DCF, Equity Research, Equity Valuation, Bloomberg, Corporate Finance, Due Diligence, Strategy, Finance
Education
Dartmouth College 2008 — 2013
Bachelors, Economics, East Asian Studies
Green Mountain Valley School 2005 — 2007
Harvard Business School Alumni Angels of Greater New York October 2014 - Present
Axiom Learning July 2013 - August 2014
Borealis Ventures November 2011 - March 2013
Credit Suisse June 2010 - August 2010
Skills
Venture Capital, Entrepreneurship, DCF, Equity Research, Equity Valuation, Bloomberg, Corporate Finance, Due Diligence, Strategy, Finance
Education
Dartmouth College 2008 — 2013
Bachelors, Economics, East Asian Studies
Green Mountain Valley School 2005 — 2007
Oliver Merrill's Credit Suisse Experience June 2009 - August 2009
Job Summer Intern at Wintrust Wealth Management
Industry Law Practice
Experience
Wintrust Wealth Management May 2015 - Present
SC Johnson June 2014 - September 2014
Wild River Guide Company May 2011 - August 2013
Natural Resources Defense Council October 2012 - June 2013
Credit Suisse June 2009 - August 2009
Orvis June 2008 - August 2008
Skills
Research, US politics, Environmental Policy, Wildlife Conservation, Nonprofits, Regulatory Analysis, International Relations, Estate Planning, Wills, Trusts, Estate & Gift Taxation, Charitable Gift Planning, Probate Law, Personal Trust...
Education
University of Wisconsin Law School 2013 — 2016
Doctor of Law (JD), Estate Planning
Williams College 2006 — 2011
Bachelor of Arts (B.A.), Political Science
Deerfield Academy 2002 — 2006
Wintrust Wealth Management May 2015 - Present
SC Johnson June 2014 - September 2014
Wild River Guide Company May 2011 - August 2013
Natural Resources Defense Council October 2012 - June 2013
Credit Suisse June 2009 - August 2009
Orvis June 2008 - August 2008
Skills
Research, US politics, Environmental Policy, Wildlife Conservation, Nonprofits, Regulatory Analysis, International Relations, Estate Planning, Wills, Trusts, Estate & Gift Taxation, Charitable Gift Planning, Probate Law, Personal Trust...
Education
University of Wisconsin Law School 2013 — 2016
Doctor of Law (JD), Estate Planning
Williams College 2006 — 2011
Bachelor of Arts (B.A.), Political Science
Deerfield Academy 2002 — 2006
Evan Meyerson Evan Meyerson's Credit Suisse Experience January 2007 - March 2007
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2015 - Present
State Senator Daniel Squadron July 2015 - September 2015
United States District Court for the District of Columbia May 2014 - May 2015
Sullivan & Cromwell LLP October 2013 - May 2014
Squadron for New York August 2013 - October 2013
United States Attorney's Office, Eastern District of New York May 2011 - August 2011
Bain Capital Ventures September 2008 - August 2010
Morgan Stanley June 2007 - August 2007
Credit Suisse January 2007 - March 2007
Democratic Senatorial Campaign Committee June 2006 - September 2006
Education
Harvard Law School 2010 — 2013
JD
Dartmouth College 2004 — 2008
BA
Stuyvesant High School 2000 — 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2015 - Present
State Senator Daniel Squadron July 2015 - September 2015
United States District Court for the District of Columbia May 2014 - May 2015
Sullivan & Cromwell LLP October 2013 - May 2014
Squadron for New York August 2013 - October 2013
United States Attorney's Office, Eastern District of New York May 2011 - August 2011
Bain Capital Ventures September 2008 - August 2010
Morgan Stanley June 2007 - August 2007
Credit Suisse January 2007 - March 2007
Democratic Senatorial Campaign Committee June 2006 - September 2006
Education
Harvard Law School 2010 — 2013
JD
Dartmouth College 2004 — 2008
BA
Stuyvesant High School 2000 — 2004
Angelina Parker Angelina Parker's Credit Suisse Experience 2013 - 2014
Job US Eastern European HR and Investment Advisor; Senior Vice President & HR Manager at Disney ABC Television Group
Industry Entertainment
Experience
Disney ABC Television Group 2014 - Present
Credit Suisse 2013 - 2014
Rostelecom November 2011 - 2013
TELEVISION MEDIA NETWORK April 2009 - October 2009
Disney ABC Television Group August 2006 - December 2008
Skills
Corporate Finance, Business Strategy, Strategy, Risk Management, Investment Banking, Emerging Markets, Mergers & Acquisitions, Financial Modeling, Management, Corporate Communications, Analysis, Business Planning, Management Consulting, New Business Development, Market Research, Start-ups, Negotiation
Education
Harvard University
History
De La Salle University
Disney ABC Television Group 2014 - Present
Credit Suisse 2013 - 2014
Rostelecom November 2011 - 2013
TELEVISION MEDIA NETWORK April 2009 - October 2009
Disney ABC Television Group August 2006 - December 2008
Skills
Corporate Finance, Business Strategy, Strategy, Risk Management, Investment Banking, Emerging Markets, Mergers & Acquisitions, Financial Modeling, Management, Corporate Communications, Analysis, Business Planning, Management Consulting, New Business Development, Market Research, Start-ups, Negotiation
Education
Harvard University
History
De La Salle University
Alex Bertles's Credit Suisse Experience August 2012 - Present
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2012 - Present
Credit Suisse June 2011 - August 2011
Douglas Winthrop Advisors July 2010 - August 2010
Education
Trinity College-Hartford 2008 — 2012
Batchelor of Arts, Political Science International Relations
Deerfield Academy 2005 — 2008
Trinity Florence Economics
Credit Suisse August 2012 - Present
Credit Suisse June 2011 - August 2011
Douglas Winthrop Advisors July 2010 - August 2010
Education
Trinity College-Hartford 2008 — 2012
Batchelor of Arts, Political Science International Relations
Deerfield Academy 2005 — 2008
Trinity Florence Economics
Douglas Healy Douglas Healy's Credit Suisse Experience April 2006 - Present
Job Managing Director, Senior Relationship Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2006 - Present
AXA Investment Managers January 2003 - April 2006
AXA Multimanager January 1999 - December 2002
AXA Investment Managers July 1997 - December 1998
Credit Suisse July 1987 - July 1997
Skills
CFA, Fixed Income, Chartered Financial..., Structured Products, Financial Markets, Hedge Funds
Education
Dartmouth College 1983 — 1987
BA, English and Economics
Credit Suisse April 2006 - Present
AXA Investment Managers January 2003 - April 2006
AXA Multimanager January 1999 - December 2002
AXA Investment Managers July 1997 - December 1998
Credit Suisse July 1987 - July 1997
Skills
CFA, Fixed Income, Chartered Financial..., Structured Products, Financial Markets, Hedge Funds
Education
Dartmouth College 1983 — 1987
BA, English and Economics
Brendan McVeigh Brendan McVeigh's Credit Suisse Experience August 2010 - Present
Job
Industry Financial Services
Experience
Credit Suisse August 2010 - Present
Greenwich Associates January 2009 - March 2009
The Appleseed Foundation June 2007 - September 2007
Education
Dartmouth College 2006 — 2010
B.A., History, Public Policy
University College London, U. of London 2008 — 2008
St. Luke's School 2002 — 2006
Credit Suisse August 2010 - Present
Greenwich Associates January 2009 - March 2009
The Appleseed Foundation June 2007 - September 2007
Education
Dartmouth College 2006 — 2010
B.A., History, Public Policy
University College London, U. of London 2008 — 2008
St. Luke's School 2002 — 2006
Ajay Aggarwal Ajay Aggarwal's Credit Suisse Experience May 2015 - Present
Job Project Manager / Sr. Business Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
JPMorgan Chase April 2014 - April 2015
Credit Suisse March 2002 - March 2014
Polaris Financial Technology Limited March 2000 - February 2002
Standard & Poor's December 1997 - March 2000
Lehman Brothers September 1996 - November 1997
Thomson Technology Consulting Group February 1996 - August 1996
Reliance Electric February 1994 - January 1996
Satyam September 1993 - January 1994
Nucleus Software April 1990 - August 1993
Skills
Business Analysis, Requirements Analysis, Software Project..., SDLC, PMP, Global Delivery, Data Analysis, Investment Banking, Derivatives, Basel III, Migration Projects, Project Coordination, SQL, Data Modeling, Credit Derivatives, Requirements Gathering, User Acceptance Testing, Sybase, Business Requirements, Oracle, Interest Rate..., Equity Derivatives, Trading Systems, Business Process..., Swaps, Back Office, Resource Management, Securities Lending, Data Warehousing, Reference Data
Education
University of Delhi 1987 — 1989
Master of Science (M.Sc.), Mathematics
Credit Suisse May 2015 - Present
JPMorgan Chase April 2014 - April 2015
Credit Suisse March 2002 - March 2014
Polaris Financial Technology Limited March 2000 - February 2002
Standard & Poor's December 1997 - March 2000
Lehman Brothers September 1996 - November 1997
Thomson Technology Consulting Group February 1996 - August 1996
Reliance Electric February 1994 - January 1996
Satyam September 1993 - January 1994
Nucleus Software April 1990 - August 1993
Skills
Business Analysis, Requirements Analysis, Software Project..., SDLC, PMP, Global Delivery, Data Analysis, Investment Banking, Derivatives, Basel III, Migration Projects, Project Coordination, SQL, Data Modeling, Credit Derivatives, Requirements Gathering, User Acceptance Testing, Sybase, Business Requirements, Oracle, Interest Rate..., Equity Derivatives, Trading Systems, Business Process..., Swaps, Back Office, Resource Management, Securities Lending, Data Warehousing, Reference Data
Education
University of Delhi 1987 — 1989
Master of Science (M.Sc.), Mathematics
Sheffali Budhiraja Sheffali Budhiraja's Credit Suisse Experience November 2009 - November 2010
Job Global Program Manager at Dell
Industry Information Technology and Services
Experience
Dell April 2014 - Present
Dell June 2011 - March 2014
Credit Suisse November 2009 - November 2010
Genpact November 2005 - November 2009
Tata Consultancy Services August 2004 - November 2005
Skills
Business Analysis, Process Improvement, Visio, Project Management, Management, Oracle, Business Process, Integration, Program Management, Testing, Analysis, User Acceptance Testing, PL/SQL, Pre-sales, SDLC, Requirements Analysis, Software Project..., Vendor Management, Business Requirements, Business Process...
Education
Shreemati Nathibai Damodar Thackersey Women's University 2001 — 2004
MCA, Computer Sc
Delhi University 1998 — 2001
BSc. Statistics
New horizon
Dell April 2014 - Present
Dell June 2011 - March 2014
Credit Suisse November 2009 - November 2010
Genpact November 2005 - November 2009
Tata Consultancy Services August 2004 - November 2005
Skills
Business Analysis, Process Improvement, Visio, Project Management, Management, Oracle, Business Process, Integration, Program Management, Testing, Analysis, User Acceptance Testing, PL/SQL, Pre-sales, SDLC, Requirements Analysis, Software Project..., Vendor Management, Business Requirements, Business Process...
Education
Shreemati Nathibai Damodar Thackersey Women's University 2001 — 2004
MCA, Computer Sc
Delhi University 1998 — 2001
BSc. Statistics
New horizon
Neeraj Rohilla Neeraj Rohilla's Credit Suisse Experience November 2006 - August 2007
Job Principal Technical Architect
Industry Computer Software
Experience
AT&T August 2007 - Present
Credit Suisse November 2006 - August 2007
Tekelec December 2002 - October 2006
VeriSign (Formerly Illuminet) May 1998 - December 2002
TCIL-ITC 1995 - 1998
Skills
Data Warehouse..., Database Optimization, Reporting Solutions, Oracle RAC, SS7, DB2, Unix Shell Scripting, Linux, PL/SQL, Red Hat Linux, Databases, Performance Tuning, Database Design, Oracle SQL, MySQL, Data Modeling, High Availability, Disaster Recovery, Shell Scripting, Database Administration, Oracle Golden Gate, Microsoft SQL Server, Oracle, Agile Methodologies, Extreme Programming, Unix, SOA, Telecommunications, Solaris, Exadata, Exadata Deployment &..., Data Migration, Hadoop, HADR, Hadoop Ecosystem, Big Data, Weblogic, VxWorks, Perl, Data Guard, Enterprise Architecture, RMAN, ETL, Pre-sales, Requirements Gathering, Solution Architecture, HP-UX, Data Warehousing, SDLC
Education
Delhi University 1993 — 1995
Masters, Mathematics
AT&T August 2007 - Present
Credit Suisse November 2006 - August 2007
Tekelec December 2002 - October 2006
VeriSign (Formerly Illuminet) May 1998 - December 2002
TCIL-ITC 1995 - 1998
Skills
Data Warehouse..., Database Optimization, Reporting Solutions, Oracle RAC, SS7, DB2, Unix Shell Scripting, Linux, PL/SQL, Red Hat Linux, Databases, Performance Tuning, Database Design, Oracle SQL, MySQL, Data Modeling, High Availability, Disaster Recovery, Shell Scripting, Database Administration, Oracle Golden Gate, Microsoft SQL Server, Oracle, Agile Methodologies, Extreme Programming, Unix, SOA, Telecommunications, Solaris, Exadata, Exadata Deployment &..., Data Migration, Hadoop, HADR, Hadoop Ecosystem, Big Data, Weblogic, VxWorks, Perl, Data Guard, Enterprise Architecture, RMAN, ETL, Pre-sales, Requirements Gathering, Solution Architecture, HP-UX, Data Warehousing, SDLC
Education
Delhi University 1993 — 1995
Masters, Mathematics
Christine M. Coldiron Christine M. Coldiron's Credit Suisse Experience October 2011 - July 2012
Job Corporate Counsel at TMobile
Industry Law Practice
Experience
T-Mobile July 2015 - Present
Davis Wright Tremaine LLP August 2013 - July 2015
Linklaters September 2010 - July 2013
Credit Suisse October 2011 - July 2012
Linklaters May 2009 - August 2009
Swank Motion Pictures, Inc. May 2008 - August 2008
General Electric January 2008 - May 2008
Skills
Mergers & Acquisitions, Cross-border..., Corporate Law, Corporate Governance, Strategy, International Law, Strategic Planning, Leadership, Project Management, Corporate Finance, Market Research, Banking, Research, Marketing, Negotiation, Social Media, Public Speaking
Education
Washington University in St. Louis - Olin Business School 2007 — 2010
JD/MBA, Strategy, International Business, Finance
Washington University in St. Louis School of Law 2006 — 2010
JD/MBA, Law
Georgetown University Law Center 2007 — 2007
International Law Summer Program, Law
Dartmouth College 1999 — 2003
B.A., Russian Area Studes, Political Science, Drama/Film Studies
Eastside Catholic High School
T-Mobile July 2015 - Present
Davis Wright Tremaine LLP August 2013 - July 2015
Linklaters September 2010 - July 2013
Credit Suisse October 2011 - July 2012
Linklaters May 2009 - August 2009
Swank Motion Pictures, Inc. May 2008 - August 2008
General Electric January 2008 - May 2008
Skills
Mergers & Acquisitions, Cross-border..., Corporate Law, Corporate Governance, Strategy, International Law, Strategic Planning, Leadership, Project Management, Corporate Finance, Market Research, Banking, Research, Marketing, Negotiation, Social Media, Public Speaking
Education
Washington University in St. Louis - Olin Business School 2007 — 2010
JD/MBA, Strategy, International Business, Finance
Washington University in St. Louis School of Law 2006 — 2010
JD/MBA, Law
Georgetown University Law Center 2007 — 2007
International Law Summer Program, Law
Dartmouth College 1999 — 2003
B.A., Russian Area Studes, Political Science, Drama/Film Studies
Eastside Catholic High School
Gaurav Anand Gaurav Anand's Credit Suisse Experience July 2010 - April 2013
Job Senior Manager, Business Intelligence, Cloud Sales at Google
Industry Internet
Experience
Google May 2015 - Present
Google April 2013 - April 2015
Credit Suisse July 2010 - April 2013
Dell June 2009 - March 2010
Comau May 2008 - July 2008
Brasilprev March 2008 - April 2008
IBM Global Services November 2003 - May 2007
Skills
Business Analysis, Project Management, Investment Banking, Business Strategy, Derivatives, Management Consulting, Strategy, Analytics, Process Improvement, Business Process..., Program Management, Leadership, Integration, Requirements Analysis, Business Planning, Strategic Planning, CRM, Team Leadership, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA
Indian Institute of Technology, Kharagpur 1999 — 2003
Bachelor of Technology (B.Tech.), Chemical Engineering
Delhi Public School - R. K. Puram 1997 — 1999
Carmel High School 1992 — 1995
Google May 2015 - Present
Google April 2013 - April 2015
Credit Suisse July 2010 - April 2013
Dell June 2009 - March 2010
Comau May 2008 - July 2008
Brasilprev March 2008 - April 2008
IBM Global Services November 2003 - May 2007
Skills
Business Analysis, Project Management, Investment Banking, Business Strategy, Derivatives, Management Consulting, Strategy, Analytics, Process Improvement, Business Process..., Program Management, Leadership, Integration, Requirements Analysis, Business Planning, Strategic Planning, CRM, Team Leadership, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA
Indian Institute of Technology, Kharagpur 1999 — 2003
Bachelor of Technology (B.Tech.), Chemical Engineering
Delhi Public School - R. K. Puram 1997 — 1999
Carmel High School 1992 — 1995
Anurag Mehta Anurag Mehta's Credit Suisse Experience July 2007 - Present
Job Director, Mergers & Acquisitions at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2007 - Present
Goldman, Sachs & Co, New York June 2006 - August 2006
Oracle Corp, Redwood Shores, CA January 2001 - July 2005
Skills
Oil, Corporate Finance, Financial Modeling, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Project Planning, Due Diligence, Petroleum, Emerging Markets, Private Equity, Venture Capital, Corporate Development, Financial Analysis, Equities, Business Strategy, Strategy
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Florida 1999 — 2000
MS
Indian Institute of Technology, Delhi 1995 — 1999
B.Tech
Delhi Public School - R. K. Puram 1993 — 1995
Credit Suisse July 2007 - Present
Goldman, Sachs & Co, New York June 2006 - August 2006
Oracle Corp, Redwood Shores, CA January 2001 - July 2005
Skills
Oil, Corporate Finance, Financial Modeling, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Project Planning, Due Diligence, Petroleum, Emerging Markets, Private Equity, Venture Capital, Corporate Development, Financial Analysis, Equities, Business Strategy, Strategy
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Florida 1999 — 2000
MS
Indian Institute of Technology, Delhi 1995 — 1999
B.Tech
Delhi Public School - R. K. Puram 1993 — 1995
Sabyasachi Sabby Gupta's Credit Suisse Experience June 2010 - Present
Job "People Leader" at Credit Suisse and Cloudera Certified Hadoop Professional
Industry Computer Software
Experience
Credit Suisse June 2010 - Present
Myspace Inc. March 2007 - June 2010
DEREX Technologies Inc. November 2006 - May 2007
Cognizant Technology Solutions US Corp. September 2002 - November 2006
Cognizant Technology Solutions March 2001 - August 2002
Skills
SOA, Agile Methodologies, Web Services, Enterprise Architecture, .NET, Solution Architecture, WCF, SQL, Software Project..., Scrum, C#, XML, Agile Project Management, SDLC, REST, Java Enterprise Edition, UML, Web Applications, Software Development, Microsoft SQL Server, Requirements Analysis, Design Patterns, Spring, Distributed Systems, ASP.NET, Oracle, Enterprise Software, Architectures, Application Architecture, Data Modeling, Java, Software Design, Databases, Mobile Applications, System Architecture, Cloud Computing, Object Oriented Design, Scalability, Requirements Gathering, Cross-functional Team..., Unix, Data Warehousing, Hadoop, Fixed Income, Project Management
Education
Visvesvaraya Technological University 1998 — 2001
Masters, Computer Science
Delhi University 1995 — 1998
Bachelors of Science, Statistics
The Mother's International School 1983 — 1995
High School, Science
Credit Suisse June 2010 - Present
Myspace Inc. March 2007 - June 2010
DEREX Technologies Inc. November 2006 - May 2007
Cognizant Technology Solutions US Corp. September 2002 - November 2006
Cognizant Technology Solutions March 2001 - August 2002
Skills
SOA, Agile Methodologies, Web Services, Enterprise Architecture, .NET, Solution Architecture, WCF, SQL, Software Project..., Scrum, C#, XML, Agile Project Management, SDLC, REST, Java Enterprise Edition, UML, Web Applications, Software Development, Microsoft SQL Server, Requirements Analysis, Design Patterns, Spring, Distributed Systems, ASP.NET, Oracle, Enterprise Software, Architectures, Application Architecture, Data Modeling, Java, Software Design, Databases, Mobile Applications, System Architecture, Cloud Computing, Object Oriented Design, Scalability, Requirements Gathering, Cross-functional Team..., Unix, Data Warehousing, Hadoop, Fixed Income, Project Management
Education
Visvesvaraya Technological University 1998 — 2001
Masters, Computer Science
Delhi University 1995 — 1998
Bachelors of Science, Statistics
The Mother's International School 1983 — 1995
High School, Science
Charley Lu's Credit Suisse Experience July 2009 - July 2011
Job Analyst at SeaStone Capital
Industry Financial Services
Experience
SeaStone Capital April 2015 - Present
Surveyor Capital June 2013 - November 2014
Court Square Capital August 2011 - May 2013
Credit Suisse July 2009 - July 2011
Microsoft June 2007 - August 2007
Skills
Investment Banking, Due Diligence, Financial Modeling, Finance, Private Equity, Valuation, LBO, Equities, Capital Markets, Corporate Finance, Bloomberg
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Deerfield Academy 2001 — 2005
Applewild
Applewild
Hollis Elementary
Hollis Elementary
SeaStone Capital April 2015 - Present
Surveyor Capital June 2013 - November 2014
Court Square Capital August 2011 - May 2013
Credit Suisse July 2009 - July 2011
Microsoft June 2007 - August 2007
Skills
Investment Banking, Due Diligence, Financial Modeling, Finance, Private Equity, Valuation, LBO, Equities, Capital Markets, Corporate Finance, Bloomberg
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Deerfield Academy 2001 — 2005
Applewild
Applewild
Hollis Elementary
Hollis Elementary
Patricia Wolfe's Credit Suisse Experience September 2010 - March 2012
Job Legal/Compliance Generalist
Industry Financial Services
Experience
Och-Ziff Capital Management July 2012 - May 2013
Credit Suisse September 2010 - March 2012
Standard Chartered Bank August 2009 - July 2010
PIMCO May 2007 - August 2008
Morgan Stanley October 2005 - April 2007
Skills
Derivatives, Equities, Options, ISDA, Swaps, Prime Brokerage, Foreign Languages, Hedge Funds, Mutual Funds, Capital Markets, Risk Management, Commodity, Hedging, CDS, Securities, Financial Risk, Interest Rate Swaps, Portfolio Management, Securities Lending, Credit Risk
Education
Fordham University School of Law 2001 — 2004
JD, Law
Dartmouth College 1994 — 1998
BA, Classical Archaeology
Hunter College High School 1988 — 1994
Och-Ziff Capital Management July 2012 - May 2013
Credit Suisse September 2010 - March 2012
Standard Chartered Bank August 2009 - July 2010
PIMCO May 2007 - August 2008
Morgan Stanley October 2005 - April 2007
Skills
Derivatives, Equities, Options, ISDA, Swaps, Prime Brokerage, Foreign Languages, Hedge Funds, Mutual Funds, Capital Markets, Risk Management, Commodity, Hedging, CDS, Securities, Financial Risk, Interest Rate Swaps, Portfolio Management, Securities Lending, Credit Risk
Education
Fordham University School of Law 2001 — 2004
JD, Law
Dartmouth College 1994 — 1998
BA, Classical Archaeology
Hunter College High School 1988 — 1994
Janice Fong's Credit Suisse Experience September 2004 - March 2006
Job PeopleSoft Consultant at Jones Lang LaSalle
Industry Information Technology and Services
Experience
Jones Lang LaSalle April 2006 - Present
Credit Suisse September 2004 - March 2006
Accenture June 2000 - July 2004
Skills
PeopleSoft, Accounts Payable, Business Intelligence, Requirements Gathering, SDLC, SQR, User Acceptance Testing, Requirements Analysis, Business Process, SQL, Business Process..., Testing, Project Management, ERP, Integration, Business Analysis, Production Support
Education
De La Salle University 1996 — 2000
BS, Computer Science Major in Information Technology
Jones Lang LaSalle April 2006 - Present
Credit Suisse September 2004 - March 2006
Accenture June 2000 - July 2004
Skills
PeopleSoft, Accounts Payable, Business Intelligence, Requirements Gathering, SDLC, SQR, User Acceptance Testing, Requirements Analysis, Business Process, SQL, Business Process..., Testing, Project Management, ERP, Integration, Business Analysis, Production Support
Education
De La Salle University 1996 — 2000
BS, Computer Science Major in Information Technology
Ann Tan's Credit Suisse Experience January 2012 - September 2013
Job CIB Resolution and Recovery Program Manager at JPMorgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Credit Suisse January 2012 - September 2013
Credit Suisse August 2010 - January 2012
Credit Suisse September 2008 - August 2010
Concur Technologies September 2007 - September 2008
Diageo December 2006 - July 2007
Citibank January 2004 - December 2006
Procter & Gamble July 2002 - January 2004
Skills
Operational Excellence, Continuous Improvement, Project Management, Stakeholder Management, Business Process..., Business Process..., Business Analysis, Process Mapping, Process Engineering, Process Control, Cross-functional..., Change Management, Integration, ERP, Operational Risk, Business Process, Procure-to-Pay, RRP, Shared Services, Project Delivery, Business Process..., Process Improvement, Six Sigma, CRM, Business Intelligence, Management, Financial Services, SAP, Analysis, Business Transformation, Leadership
Education
De La Salle University 1998 — 2001
Bachelor of Science (B.S.), Accounting
J.P. Morgan September 2013 - Present
Credit Suisse January 2012 - September 2013
Credit Suisse August 2010 - January 2012
Credit Suisse September 2008 - August 2010
Concur Technologies September 2007 - September 2008
Diageo December 2006 - July 2007
Citibank January 2004 - December 2006
Procter & Gamble July 2002 - January 2004
Skills
Operational Excellence, Continuous Improvement, Project Management, Stakeholder Management, Business Process..., Business Process..., Business Analysis, Process Mapping, Process Engineering, Process Control, Cross-functional..., Change Management, Integration, ERP, Operational Risk, Business Process, Procure-to-Pay, RRP, Shared Services, Project Delivery, Business Process..., Process Improvement, Six Sigma, CRM, Business Intelligence, Management, Financial Services, SAP, Analysis, Business Transformation, Leadership
Education
De La Salle University 1998 — 2001
Bachelor of Science (B.S.), Accounting
Victoria Lika's Credit Suisse Experience June 2006 - Present
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2006 - Present
Education
University of Pennsylvania 2002 — 2006
Deerfield Academy 1998 — 2002
Credit Suisse June 2006 - Present
Education
University of Pennsylvania 2002 — 2006
Deerfield Academy 1998 — 2002
Paul Glenn's Credit Suisse Experience June 2009 - August 2009
Job Student at University of California, Berkeley School of Information
Industry Information Technology and Services
Experience
Novus Partners, Inc. November 2013 - June 2015
Owl Creek Asset Management March 2012 - June 2013
Bloomberg July 2011 - March 2012
Bloomberg 2010 - July 2011
The Dartmouth, Inc. January 2009 - December 2009
Credit Suisse June 2009 - August 2009
Skills
Python, Django, VBA, Data Analysis, Product Management, Bloomberg, Equities, Hedge Funds, Trading, Portfolio Management, Investments, Fixed Income, Financial Markets
Education
University of California, Berkeley - School of Information 2015 — 2017
Masters Degree, Information Management and Systems
Dartmouth College 2006 — 2010
A.B., Economics
Novus Partners, Inc. November 2013 - June 2015
Owl Creek Asset Management March 2012 - June 2013
Bloomberg July 2011 - March 2012
Bloomberg 2010 - July 2011
The Dartmouth, Inc. January 2009 - December 2009
Credit Suisse June 2009 - August 2009
Skills
Python, Django, VBA, Data Analysis, Product Management, Bloomberg, Equities, Hedge Funds, Trading, Portfolio Management, Investments, Fixed Income, Financial Markets
Education
University of California, Berkeley - School of Information 2015 — 2017
Masters Degree, Information Management and Systems
Dartmouth College 2006 — 2010
A.B., Economics
Shashvat Sinha's Credit Suisse Experience July 2007 - November 2008
Job Americas Head of Portfolio Management Technology at Barclays
Industry Investment Banking
Experience
Barclays January 2014 - Present
Barclays Capital March 2012 - Present
Barclays Capital August 2010 - March 2012
The Royal Bank of Scotland October 2009 - August 2010
The Royal Bank of Scotland (IDC) November 2008 - January 2010
Credit Suisse July 2007 - November 2008
Credit Suisse August 2005 - July 2007
Zensar Technologies May 2004 - August 2005
Wipro July 1998 - May 2004
Skills
Investment Banking, Equities, Liquidity Management, Project Management, Program Management, Trading, Management, Sybase, Asset Management, Portfolio Management, Trading Systems, Prime Brokerage, Business Analysis, Software Project...
Education
Delhi College of Engineering 1994 — 1998
Bachelor of Engineering (B.E.), Electrical Engineering
Delhi Public School 1991 — 1993
Sardar Patel Vidyalaya 1986 — 1991
Barclays January 2014 - Present
Barclays Capital March 2012 - Present
Barclays Capital August 2010 - March 2012
The Royal Bank of Scotland October 2009 - August 2010
The Royal Bank of Scotland (IDC) November 2008 - January 2010
Credit Suisse July 2007 - November 2008
Credit Suisse August 2005 - July 2007
Zensar Technologies May 2004 - August 2005
Wipro July 1998 - May 2004
Skills
Investment Banking, Equities, Liquidity Management, Project Management, Program Management, Trading, Management, Sybase, Asset Management, Portfolio Management, Trading Systems, Prime Brokerage, Business Analysis, Software Project...
Education
Delhi College of Engineering 1994 — 1998
Bachelor of Engineering (B.E.), Electrical Engineering
Delhi Public School 1991 — 1993
Sardar Patel Vidyalaya 1986 — 1991
Amy Wacaster's Credit Suisse Experience July 2007 - June 2010
Job
Industry Banking
Experience
Credit Suisse July 2007 - June 2010
Merrill Lynch September 2003 - May 2007
Robinson Humphrey 1998 - 2001
Skills
Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA
Davidson College 1994 — 1998
Bachelor's degree in political science
Credit Suisse July 2007 - June 2010
Merrill Lynch September 2003 - May 2007
Robinson Humphrey 1998 - 2001
Skills
Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA
Davidson College 1994 — 1998
Bachelor's degree in political science
Gates Hawn's Credit Suisse Experience 2000 - 2002
Job Independent Public Director at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJdirect and CSFBdirect 1995 - 2002
DLJdirect 1992 - 2002
Pershing LLC 1981 - 2002
DLJ 1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon 1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette 1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation) 1981 - 2001
Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading
Education
Williams College 1966 — 1970
Deerfield Academy 1964 — 1966
Institut Le Rosey 1962 — 1964
Envestnet, Inc 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJdirect and CSFBdirect 1995 - 2002
DLJdirect 1992 - 2002
Pershing LLC 1981 - 2002
DLJ 1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon 1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette 1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation) 1981 - 2001
Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading
Education
Williams College 1966 — 1970
Deerfield Academy 1964 — 1966
Institut Le Rosey 1962 — 1964
Alok Kashyap's Credit Suisse Experience 2008 - 2010
Job Consultant at Bank of Newyork Melon
Industry Computer Software
Experience
Merril Lynch Vice PresidentCiti groupDecember 2012 - Present
Prime Services Credit Suisse Bank 2008 - Present
Credit Suisse 2008 - 2010
Merrill Lynch 2006 - 2007
CITI 2004 - 2007
Citigroup 2004 - 2007
J.P. Morgan 1999 - 2004
Skills
Agile Methodologies, Business Analysis, Derivatives, Equities, Fixed Income, Investment Banking, Software Project..., Trading Systems
Education
Delhi University 1983 — 1993
Merril Lynch Vice PresidentCiti groupDecember 2012 - Present
Prime Services Credit Suisse Bank 2008 - Present
Credit Suisse 2008 - 2010
Merrill Lynch 2006 - 2007
CITI 2004 - 2007
Citigroup 2004 - 2007
J.P. Morgan 1999 - 2004
Skills
Agile Methodologies, Business Analysis, Derivatives, Equities, Fixed Income, Investment Banking, Software Project..., Trading Systems
Education
Delhi University 1983 — 1993
Ruchi Airon's Credit Suisse Experience March 2011 - Present
Job Senior IT Audit Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2011 - Present
Alliance Bernstein LP September 2007 - March 2011
Alliance Bernstein LP May 2007 - September 2007
Lehman Brothers 2006 - 2006
Skills
CISA, Operational Risk..., Internal Audit, IT Audit, Fixed Income, Enterprise Risk..., Auditing, Internal Controls, Business Analysis, Derivatives
Education
Pace University 2005 — 2008
MBA, Information Systems
DOEACC 2000 — 2005
Delhi University 2000 — 2003
Bachelor of Arts, English
Gyan Bharati School 1998 — 2000
High School
New Era Public School
Credit Suisse March 2011 - Present
Alliance Bernstein LP September 2007 - March 2011
Alliance Bernstein LP May 2007 - September 2007
Lehman Brothers 2006 - 2006
Skills
CISA, Operational Risk..., Internal Audit, IT Audit, Fixed Income, Enterprise Risk..., Auditing, Internal Controls, Business Analysis, Derivatives
Education
Pace University 2005 — 2008
MBA, Information Systems
DOEACC 2000 — 2005
Delhi University 2000 — 2003
Bachelor of Arts, English
Gyan Bharati School 1998 — 2000
High School
New Era Public School
Anne Wickland, CFA's Credit Suisse Experience January 1997 - July 1999
Job Principal, Portfolio Manager, Senior Analyst at Snow Capital Management L.P.
Industry Investment Management
Experience
Snow Capital Management L.P. 2011 - Present
Snow Capital Management L.P. 2006 - 2011
Prudential Equity Group November 2001 - November 2006
Credit Suisse January 1997 - July 1999
J.P. Morgan July 1996 - December 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Marketing
Davidson College 1992 — 1996
BA, English
The Madeira school
Snow Capital Management L.P. 2011 - Present
Snow Capital Management L.P. 2006 - 2011
Prudential Equity Group November 2001 - November 2006
Credit Suisse January 1997 - July 1999
J.P. Morgan July 1996 - December 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Marketing
Davidson College 1992 — 1996
BA, English
The Madeira school
Mimi Naylor's Credit Suisse Experience September 1996 - 1999
Job Marketing Director
Industry Professional Training & Coaching
Experience
CCT Solutions, Ltd. October 2008 - Present
Credit Suisse September 1996 - 1999
Merrill Lynch September 1987 - 1990
Skills
Healthcare, Hospitals, EHR, Marketing, EMR, Management, Project Management, Contract Negotiation, Software Documentation, Marketing Strategy, Marketing Communications, Public Speaking, Public Relations, GoLive, Strategic Planning, Tennis 4.0 USTA Ranked
Education
Smith College 1983 — 1987
Bachelor of Arts (B.A.)
Dartmouth College
Economics
CCT Solutions, Ltd. October 2008 - Present
Credit Suisse September 1996 - 1999
Merrill Lynch September 1987 - 1990
Skills
Healthcare, Hospitals, EHR, Marketing, EMR, Management, Project Management, Contract Negotiation, Software Documentation, Marketing Strategy, Marketing Communications, Public Speaking, Public Relations, GoLive, Strategic Planning, Tennis 4.0 USTA Ranked
Education
Smith College 1983 — 1987
Bachelor of Arts (B.A.)
Dartmouth College
Economics
Naresh Agarwal's Credit Suisse Experience July 2009 - January 2010
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2010 - Present
Credit Suisse July 2009 - January 2010
Western Asset Management March 2008 - March 2009
Bear Stearns Asset Management June 2003 - February 2008
Bear Stearns & Co. Inc 2003 - 2008
Citigroup October 2000 - August 2002
i-flex solutions June 1988 - September 2000
Skills
Risk Management, Analysis, Project Management, SDLC, Project Delivery, Business Analysis, Treasury, Requirements Analysis, Banking, Vendor Management, Capital Markets, Financial Services, Market Risk, Fixed Income, Bonds
Education
Institute of Chartered Accountants of India 1977 — 1980
ACA, Accountancy, Auditing, Financial Management
Delhi University 1971 — 1974
BS, Chemistry
BNY Mellon February 2010 - Present
Credit Suisse July 2009 - January 2010
Western Asset Management March 2008 - March 2009
Bear Stearns Asset Management June 2003 - February 2008
Bear Stearns & Co. Inc 2003 - 2008
Citigroup October 2000 - August 2002
i-flex solutions June 1988 - September 2000
Skills
Risk Management, Analysis, Project Management, SDLC, Project Delivery, Business Analysis, Treasury, Requirements Analysis, Banking, Vendor Management, Capital Markets, Financial Services, Market Risk, Fixed Income, Bonds
Education
Institute of Chartered Accountants of India 1977 — 1980
ACA, Accountancy, Auditing, Financial Management
Delhi University 1971 — 1974
BS, Chemistry
Sanjay Chawla's Credit Suisse Experience March 2005 - January 2011
Job Director, PwC Advisory Services Derivatives | Modeling Risk, Stress Testing | Trading Risk (CCR, Market)
Industry Financial Services
Experience
PwC December 2014 - Present
Federal Reserve Board October 2012 - November 2014
Royal Bank of Scotland May 2011 - September 2012
Credit Suisse March 2005 - January 2011
Credit Suisse June 2000 - February 2005
Integral Development Corp. April 1998 - May 2000
Univ. of Pennsylvania and Univ. of Utah February 1996 - March 1998
Skills
Derivatives, Quantitative Analytics, Credit Derivatives, Fixed Income, Market Risk, Emerging Markets, Commodity, Quantitative Finance, Hedging, Valuation, Counterparty Risk, Financial Markets, Numerical Analysis, FX Options, Monte Carlo Simulation, Financial Modeling, Risk Management, Energy Derivatives, Volatility, Options, Physics, Stochastic Calculus, Interest Rate..., CVA, Stress Testing, Financial Risk, Optimization, Risk Measurement, FX Derivatives, Hybrids, Securities Lending
Education
University of Pennsylvania 1991 — 1995
Ph.D., Physics
Princeton University 1989 — 1991
M.A., Physical Chemistry
Indian Institute of Technology, Bombay 1985 — 1989
B. Tech., Engineering Physics/Applied Physics
Delhi Public School - R. K. Puram 1983 — 1985
High School, Science and Math
PwC December 2014 - Present
Federal Reserve Board October 2012 - November 2014
Royal Bank of Scotland May 2011 - September 2012
Credit Suisse March 2005 - January 2011
Credit Suisse June 2000 - February 2005
Integral Development Corp. April 1998 - May 2000
Univ. of Pennsylvania and Univ. of Utah February 1996 - March 1998
Skills
Derivatives, Quantitative Analytics, Credit Derivatives, Fixed Income, Market Risk, Emerging Markets, Commodity, Quantitative Finance, Hedging, Valuation, Counterparty Risk, Financial Markets, Numerical Analysis, FX Options, Monte Carlo Simulation, Financial Modeling, Risk Management, Energy Derivatives, Volatility, Options, Physics, Stochastic Calculus, Interest Rate..., CVA, Stress Testing, Financial Risk, Optimization, Risk Measurement, FX Derivatives, Hybrids, Securities Lending
Education
University of Pennsylvania 1991 — 1995
Ph.D., Physics
Princeton University 1989 — 1991
M.A., Physical Chemistry
Indian Institute of Technology, Bombay 1985 — 1989
B. Tech., Engineering Physics/Applied Physics
Delhi Public School - R. K. Puram 1983 — 1985
High School, Science and Math
Marc Brovender's Credit Suisse Experience 2004 - 2005
Job Loan Officer at River Works Credit Union
Industry Financial Services
Experience
River Works Credit Union August 2015 - Present
Santander Bank, N.A. October 2014 - August 2015
GillMoore Mortgage Company January 2013 - July 2014
Thorndike Company March 2009 - December 2013
Regency Mortgage Corp February 2012 - December 2012
Merrimack Mortgage Company, Inc. August 2010 - December 2011
Stockton Turner LLC January 2002 - September 2009
American Bank February 2008 - August 2008
Lydian Mortgage (VirtualBank Mortgage) May 2005 - February 2008
Credit Suisse 2004 - 2005
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Commercial Lending, Residential Mortgages, Retirement Planning, Loans, Mortgage Underwriting, Financial Advisory, Investment Properties, Strategic Financial..., USDA, Management, Construction Loans, Real Estate, Commercial Mortgages, VA loans, Refinance, FHA, Credit Analysis, Banking, Underwriting, Reverse Mortgages, Residential Homes, Certified Mortgage..., FHA financing, Credit, First Time Home Buyers, Investments, Consumer Lending, Financial Analysis, Risk Management, Government Loans, Home Equity Lines of..., Home Equity Loans, Mortgage Marketing, Finance, Non-Conforming, Debt Consolidation, Real Estate Financing, Wholesale Lending, Loss Mitigation, Funding, Mortgage Servicing, Financial Structuring, Financial Services, Lines Of Credit, Loan Servicing, Small Business Lending, Real Estate Economics
Education
Dartmouth College 1974 — 1979
BA, Economics
River Works Credit Union August 2015 - Present
Santander Bank, N.A. October 2014 - August 2015
GillMoore Mortgage Company January 2013 - July 2014
Thorndike Company March 2009 - December 2013
Regency Mortgage Corp February 2012 - December 2012
Merrimack Mortgage Company, Inc. August 2010 - December 2011
Stockton Turner LLC January 2002 - September 2009
American Bank February 2008 - August 2008
Lydian Mortgage (VirtualBank Mortgage) May 2005 - February 2008
Credit Suisse 2004 - 2005
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Commercial Lending, Residential Mortgages, Retirement Planning, Loans, Mortgage Underwriting, Financial Advisory, Investment Properties, Strategic Financial..., USDA, Management, Construction Loans, Real Estate, Commercial Mortgages, VA loans, Refinance, FHA, Credit Analysis, Banking, Underwriting, Reverse Mortgages, Residential Homes, Certified Mortgage..., FHA financing, Credit, First Time Home Buyers, Investments, Consumer Lending, Financial Analysis, Risk Management, Government Loans, Home Equity Lines of..., Home Equity Loans, Mortgage Marketing, Finance, Non-Conforming, Debt Consolidation, Real Estate Financing, Wholesale Lending, Loss Mitigation, Funding, Mortgage Servicing, Financial Structuring, Financial Services, Lines Of Credit, Loan Servicing, Small Business Lending, Real Estate Economics
Education
Dartmouth College 1974 — 1979
BA, Economics
Otto Heilmann, CFA, CFP's Credit Suisse Experience June 2014 - July 2015
Job Executive Director
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2015 - Present
Credit Suisse June 2014 - July 2015
Morgan Stanley 2001 - 2014
KPMG 1999 - 2001
J.P. Morgan 1994 - 1996
Skills
Chartered Financial..., Certified Financial..., Certified Investment..., Unified Managed Accounts, Separately Managed..., Investment Advisory, Wealth Management, Alternative Investments, Equities, Series 7, Series 24, Series 63, Series 65, Process Improvement, Business Strategy, Business Analysis, Financial Analysis
Education
Dartmouth College 1988 — 1992
A.B., Sociology/Psychology
Zicklin School of Business, Baruch College, CUNY (Jack Nash Honors MBA Program) 1997 — 1999
MBA, Finance and Investments
Lawrenceville School 1983 — 1988
Morgan Stanley Investment Management July 2015 - Present
Credit Suisse June 2014 - July 2015
Morgan Stanley 2001 - 2014
KPMG 1999 - 2001
J.P. Morgan 1994 - 1996
Skills
Chartered Financial..., Certified Financial..., Certified Investment..., Unified Managed Accounts, Separately Managed..., Investment Advisory, Wealth Management, Alternative Investments, Equities, Series 7, Series 24, Series 63, Series 65, Process Improvement, Business Strategy, Business Analysis, Financial Analysis
Education
Dartmouth College 1988 — 1992
A.B., Sociology/Psychology
Zicklin School of Business, Baruch College, CUNY (Jack Nash Honors MBA Program) 1997 — 1999
MBA, Finance and Investments
Lawrenceville School 1983 — 1988
Vijay Kumar Dhiraj's Credit Suisse Experience May 2008 - January 2010
Job BI Architect
Industry Computer Software
Experience
Not Available August 2013 - Present
Barclays January 2010 - July 2013
Credit Suisse May 2008 - January 2010
Bank of America November 2007 - April 2008
FCS Software Solutions December 2006 - September 2007
Visnova Solutions Pvt. Ltd. December 2003 - November 2006
Skills
QlikView, SQL Server, Web Services, ASP.NET, C#, Software Project..., PL/SQL, Investment Banking, UML, SSRS, SSIS, Business Intelligence, Visio, Microsoft SQL Server, SDLC, SharePoint, XML, ETL, Database Design, AJAX, Management, SOA, DB2, Testing, Systems Analysis, Data Modeling, T-SQL, ASP, Leadership, Web Development, JavaScript, Architecture, ERP, Java, Web Applications, WCF, Agile Project Management, Strategy, Software Documentation, Hibernate, Unix Shell Scripting, Oracle, Data Migration, Requirements Gathering, Analysis, Business Objects, Software Development, Test Automation, Scrum, Pre-sales
Education
Delhi University 1996 — 1999
Bachelor of Arts, Economics
B.P.School 1990 — 1992
10th, Science, A
Not Available August 2013 - Present
Barclays January 2010 - July 2013
Credit Suisse May 2008 - January 2010
Bank of America November 2007 - April 2008
FCS Software Solutions December 2006 - September 2007
Visnova Solutions Pvt. Ltd. December 2003 - November 2006
Skills
QlikView, SQL Server, Web Services, ASP.NET, C#, Software Project..., PL/SQL, Investment Banking, UML, SSRS, SSIS, Business Intelligence, Visio, Microsoft SQL Server, SDLC, SharePoint, XML, ETL, Database Design, AJAX, Management, SOA, DB2, Testing, Systems Analysis, Data Modeling, T-SQL, ASP, Leadership, Web Development, JavaScript, Architecture, ERP, Java, Web Applications, WCF, Agile Project Management, Strategy, Software Documentation, Hibernate, Unix Shell Scripting, Oracle, Data Migration, Requirements Gathering, Analysis, Business Objects, Software Development, Test Automation, Scrum, Pre-sales
Education
Delhi University 1996 — 1999
Bachelor of Arts, Economics
B.P.School 1990 — 1992
10th, Science, A
Jonathan Feinstein's Credit Suisse Experience
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse
Skills
Fixed Income, Equities, Derivatives, Investment Banking
Education
Dartmouth College 1984 — 1988
Credit Suisse
Skills
Fixed Income, Equities, Derivatives, Investment Banking
Education
Dartmouth College 1984 — 1988
Jay Murphy's Credit Suisse Experience October 1991 - May 2009
Job Director, Deutsche Bank Asset and Wealth Mangagement
Industry Financial Services
Experience
Deutsche Bank March 2011 - Present
Credit Suisse October 1991 - May 2009
Skills
Private Equity, Asset Managment, Equities, Investments, Capital Markets, Alternative Investments, Start-ups, Strategy, Investment Banking, Asset Management, Hedge Funds, Investment Advisory, Valuation, Corporate Development
Education
Dartmouth College 1974 — 1978
BA
newton high school
Deutsche Bank March 2011 - Present
Credit Suisse October 1991 - May 2009
Skills
Private Equity, Asset Managment, Equities, Investments, Capital Markets, Alternative Investments, Start-ups, Strategy, Investment Banking, Asset Management, Hedge Funds, Investment Advisory, Valuation, Corporate Development
Education
Dartmouth College 1974 — 1978
BA
newton high school
Rajansh Miglani's Credit Suisse Experience June 2010 - August 2010
Job Research Analyst
Industry Investment Management
Experience
Alpha Capital Management July 2012 - Present
Rogge Capital Management March 2011 - May 2012
MBA Investment Fund, LLC November 2009 - February 2011
Credit Suisse June 2010 - August 2010
Citigroup June 2006 - July 2009
Skills
Valuation, Equity Research, Financial Modeling, Financial Analysis, Technology, Buy-side, Portfolio Management, Equities, Business Analysis, Bloomberg
Education
Delhi College of Engineering
Bachelor, Electrical Engineering
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Alpha Capital Management July 2012 - Present
Rogge Capital Management March 2011 - May 2012
MBA Investment Fund, LLC November 2009 - February 2011
Credit Suisse June 2010 - August 2010
Citigroup June 2006 - July 2009
Skills
Valuation, Equity Research, Financial Modeling, Financial Analysis, Technology, Buy-side, Portfolio Management, Equities, Business Analysis, Bloomberg
Education
Delhi College of Engineering
Bachelor, Electrical Engineering
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Henry Cashin's Credit Suisse Experience June 2011 - June 2013
Job Product Manager, Inorganic Strategy and Product Innovation in Information Services at MasterCard Advisors
Industry Information Services
Experience
MasterCard Advisors July 2013 - Present
Credit Suisse June 2011 - June 2013
Credit Suisse June 2010 - August 2010
Systagenix Wound Management June 2009 - August 2009
Adaptive Marketing June 2008 - July 2008
Education
Harvard University 2007 — 2011
Bachelors, Government
Deerfield Academy 2004 — 2007
MasterCard Advisors July 2013 - Present
Credit Suisse June 2011 - June 2013
Credit Suisse June 2010 - August 2010
Systagenix Wound Management June 2009 - August 2009
Adaptive Marketing June 2008 - July 2008
Education
Harvard University 2007 — 2011
Bachelors, Government
Deerfield Academy 2004 — 2007
Anchal (Anchal Kapoor) Sukhija's Credit Suisse Experience October 2007 - February 2010
Job Lead Financial Analyst at IBM Seterus
Industry Financial Services
Experience
IBM Seterus October 2011 - Present
Credit Suisse October 2007 - February 2010
Infraline Energy March 2007 - October 2007
Skills
Analytics, Financial Reporting, Strategic Planning, Forecasting, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Bloomberg, Corporate Finance, Equities, Portfolio Management, Business Analysis, Analysis, Finance
Education
Chartered Financial Analysts of India 2005 — 2007
CFA
IBS Hyderabad 2005 — 2007
MBA, Finance
Delhi University 2002 — 2005
Bachelor of Commerce (B.Com.) - Honors, Commerce
IBM Seterus October 2011 - Present
Credit Suisse October 2007 - February 2010
Infraline Energy March 2007 - October 2007
Skills
Analytics, Financial Reporting, Strategic Planning, Forecasting, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Equity Research, Bloomberg, Corporate Finance, Equities, Portfolio Management, Business Analysis, Analysis, Finance
Education
Chartered Financial Analysts of India 2005 — 2007
CFA
IBS Hyderabad 2005 — 2007
MBA, Finance
Delhi University 2002 — 2005
Bachelor of Commerce (B.Com.) - Honors, Commerce
Dana Cushing's Credit Suisse Experience May 2015 - Present
Job Investment Banking Recruiting at Credit Suisse
Industry Human Resources
Experience
Credit Suisse May 2015 - Present
Columbia Business School February 2012 - May 2015
Guggenheim Museum September 2011 - January 2012
St. Martin's Press August 2010 - May 2011
Ruder Finn February 2010 - August 2010
Copernicus Marketing Consulting and Research July 2008 - April 2009
Skills
Social Media, Event Planning, Research, Social Media Marketing, Market Research, Public Relations, Public Speaking, Editing, Marketing, Press Releases, Data Analysis, Non-profits, Facebook, Social Networking, Marketing Strategy, Microsoft Excel, PowerPoint, Nonprofits, Microsoft Word, Fundraising, Blogging, Higher Education, Admissions
Education
Teachers College of Columbia University 2014 — 2016
Masters, Industrial and Organizational Psychology
Dartmouth College 2004 — 2008
BA, Psychology and Studio Art
Credit Suisse May 2015 - Present
Columbia Business School February 2012 - May 2015
Guggenheim Museum September 2011 - January 2012
St. Martin's Press August 2010 - May 2011
Ruder Finn February 2010 - August 2010
Copernicus Marketing Consulting and Research July 2008 - April 2009
Skills
Social Media, Event Planning, Research, Social Media Marketing, Market Research, Public Relations, Public Speaking, Editing, Marketing, Press Releases, Data Analysis, Non-profits, Facebook, Social Networking, Marketing Strategy, Microsoft Excel, PowerPoint, Nonprofits, Microsoft Word, Fundraising, Blogging, Higher Education, Admissions
Education
Teachers College of Columbia University 2014 — 2016
Masters, Industrial and Organizational Psychology
Dartmouth College 2004 — 2008
BA, Psychology and Studio Art
Jean-Briac Perrette's Credit Suisse Experience September 1993 - January 1996
Job President Discovery Networks International
Industry Entertainment
Experience
Discovery Communications January 2014 - Present
Discovery Communications October 2011 - January 2014
NBC Universal November 2006 - September 2011
NBCUniversal, Inc. June 2004 - November 2006
NBCUniversal, Inc. January 2003 - June 2004
NBCUniversal, Inc. March 2000 - January 2003
GE Capital January 1996 - March 2000
Credit Suisse September 1993 - January 1996
Skills
Digital Media, Television, New Media, Entertainment, Strategic Partnerships, Digital Strategy, Social Media, Broadcast, Strategy, Strategic Planning, Video, Licensing, Film, Start-ups
Education
Hamilton College 1989 — 1993
BA, Public Policy
Deerfield Academy 1986 — 1989
Discovery Communications January 2014 - Present
Discovery Communications October 2011 - January 2014
NBC Universal November 2006 - September 2011
NBCUniversal, Inc. June 2004 - November 2006
NBCUniversal, Inc. January 2003 - June 2004
NBCUniversal, Inc. March 2000 - January 2003
GE Capital January 1996 - March 2000
Credit Suisse September 1993 - January 1996
Skills
Digital Media, Television, New Media, Entertainment, Strategic Partnerships, Digital Strategy, Social Media, Broadcast, Strategy, Strategic Planning, Video, Licensing, Film, Start-ups
Education
Hamilton College 1989 — 1993
BA, Public Policy
Deerfield Academy 1986 — 1989
Rusty Saylor's Credit Suisse Experience 1995 - 1998
Job President & CEO
Industry Staffing and Recruiting
Experience
InterviewStream November 2012 - Present
Saylor Consulting Services LLC January 2012 - Present
Scott Balice Strategies June 2009 - December 2011
Citigroup Global Markets Inc. 2002 - 2009
PNC Capital Markets June 1998 - June 2002
Credit Suisse 1995 - 1998
Skills
Securitization, Structured Finance, ABS, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Financial Structuring, Credit Analysis, Corporate Finance, Loans, Securities, Derivatives, MBS, Financial Analysis, Valuation, Risk Management, Alternative Investments, Structured Products, Asset Management, Due Diligence, Investments, Financial Markets, Financial Risk, Bonds, Debt Restructuring, Credit, Hedge Funds, Private Equity, Finance, Leveraged Finance, Treasury Management, Strategy, Credit Risk, Equities, Project Finance, Private Placements, Emerging Markets, Financial Services, Restructuring, Funding, Investor Relations, Trading, Financial Institutions, Mergers & Acquisitions, Venture Capital, Syndications
Education
Darden School - Univ. of Va. 1988 — 1990
MBA, Finance
University of Virginia Darden School of Business 1988 — 1990
MBA, Finance
Davidson College 1971 — 1975
AB, Economics/Humanities
InterviewStream November 2012 - Present
Saylor Consulting Services LLC January 2012 - Present
Scott Balice Strategies June 2009 - December 2011
Citigroup Global Markets Inc. 2002 - 2009
PNC Capital Markets June 1998 - June 2002
Credit Suisse 1995 - 1998
Skills
Securitization, Structured Finance, ABS, Capital Markets, Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Financial Structuring, Credit Analysis, Corporate Finance, Loans, Securities, Derivatives, MBS, Financial Analysis, Valuation, Risk Management, Alternative Investments, Structured Products, Asset Management, Due Diligence, Investments, Financial Markets, Financial Risk, Bonds, Debt Restructuring, Credit, Hedge Funds, Private Equity, Finance, Leveraged Finance, Treasury Management, Strategy, Credit Risk, Equities, Project Finance, Private Placements, Emerging Markets, Financial Services, Restructuring, Funding, Investor Relations, Trading, Financial Institutions, Mergers & Acquisitions, Venture Capital, Syndications
Education
Darden School - Univ. of Va. 1988 — 1990
MBA, Finance
University of Virginia Darden School of Business 1988 — 1990
MBA, Finance
Davidson College 1971 — 1975
AB, Economics/Humanities
Peter Espy's Credit Suisse Experience July 2000 - Present
Job Director, Equities Division, Credit Suisse Securities
Industry Financial Services
Experience
Credit Suisse July 2000 - Present
Trinity College - Hartford June 2015 - Present
Trinity College - Hartford June 2010 - Present
New York Society for the Prevention of Cruelty to Children (NYSPCC) February 2009 - Present
Phi Kappa Educational Foundation March 2008 - December 2012
ASPCA April 2010 - April 2011
Credit Suisse July 2000 - December 2008
Skills
Financial Analysis, Financial Modeling, Marketing, Marketing Communications, Corporate Communications, Strategic Communications, Internal Communications, Corporate Branding, Office Administration
Education
Trinity College-Hartford 1997 — 2000
B.A., Economics, Political Science, Art History
Deerfield Academy 1993 — 1996
The Buckley School 1982 — 1993
Credit Suisse July 2000 - Present
Trinity College - Hartford June 2015 - Present
Trinity College - Hartford June 2010 - Present
New York Society for the Prevention of Cruelty to Children (NYSPCC) February 2009 - Present
Phi Kappa Educational Foundation March 2008 - December 2012
ASPCA April 2010 - April 2011
Credit Suisse July 2000 - December 2008
Skills
Financial Analysis, Financial Modeling, Marketing, Marketing Communications, Corporate Communications, Strategic Communications, Internal Communications, Corporate Branding, Office Administration
Education
Trinity College-Hartford 1997 — 2000
B.A., Economics, Political Science, Art History
Deerfield Academy 1993 — 1996
The Buckley School 1982 — 1993
Eric Remole's Credit Suisse Experience 1997 - 2001
Job Chief Investment Officer at Plain Sight Group
Industry Investment Management
Experience
Plain Sight Group 2011 - Present
JP Morgan 2006 - 2011
Stonewall Capital 2005 - 2005
Columbia Management 2001 - 2004
Credit Suisse 1997 - 2001
Chancellor 1984 - 1997
Bankers Trust Company 1981 - 1984
Skills
Hedge Funds, Equities, Portfolio Management, Derivatives, Asset Management, Asset Allocation, Investments, Financial Markets, Strategy, Structured Products, Start-ups, Financial Risk, Fixed Income, Management, Structured Finance, Marketing Strategy, Capital Markets, Quantitative Finance, Asset Managment, Quantitative Analytics, Fundamental Analysis, Fund Of Funds, Emerging Markets, Bloomberg, Leadership, Analysis, Alternative Investments, Investment Strategies
Education
Stanford University 1980 — 1981
MS, Operations Research
Dartmouth College 1974 — 1978
BA, Biology
Saint Albans High School 1972 — 1974
Plain Sight Group 2011 - Present
JP Morgan 2006 - 2011
Stonewall Capital 2005 - 2005
Columbia Management 2001 - 2004
Credit Suisse 1997 - 2001
Chancellor 1984 - 1997
Bankers Trust Company 1981 - 1984
Skills
Hedge Funds, Equities, Portfolio Management, Derivatives, Asset Management, Asset Allocation, Investments, Financial Markets, Strategy, Structured Products, Start-ups, Financial Risk, Fixed Income, Management, Structured Finance, Marketing Strategy, Capital Markets, Quantitative Finance, Asset Managment, Quantitative Analytics, Fundamental Analysis, Fund Of Funds, Emerging Markets, Bloomberg, Leadership, Analysis, Alternative Investments, Investment Strategies
Education
Stanford University 1980 — 1981
MS, Operations Research
Dartmouth College 1974 — 1978
BA, Biology
Saint Albans High School 1972 — 1974
Rich Lerner's Credit Suisse Experience November 1999 - November 2007
Job Member Board of Trustees at Englewood Hospital and Medical Center
Industry Real Estate
Experience
Housing and Healthcare Finance, LLC July 2011 - Present
MetCap LLC, RAE April 2008 - July 2011
Credit Suisse November 1999 - November 2007
Column Financial 2000 - 2007
Daiwa Securites 1996 - 1999
Credit Suisse First Boston 1987 - 1996
Skills
Healthcare Finance, Mortgage Finance, Fixed Income Trading, Real Estate Finance, Healthcare, Credit, Senior Housing, Due Diligence, Real Estate Economics, Private Equity, Mortgage Lending, Financial Structuring, Investments, Retirement Homes, Financial Modeling, Commercial Real Estate, Structured Finance, Real Estate Financing, Valuation, Fixed Income, Asset Management, Loans, Capital Markets, Real Estate, Mergers & Acquisitions, Affordable Housing, Real Estate Transactions, Tax Credits, Securitization, Investment Banking, Portfolio Management, Acquisitions, Venture Capital, Disposition
Education
Dartmouth College 1983 — 1987
B.A., English and Economics
Lynbrook High School 1979 — 1983
Housing and Healthcare Finance, LLC July 2011 - Present
MetCap LLC, RAE April 2008 - July 2011
Credit Suisse November 1999 - November 2007
Column Financial 2000 - 2007
Daiwa Securites 1996 - 1999
Credit Suisse First Boston 1987 - 1996
Skills
Healthcare Finance, Mortgage Finance, Fixed Income Trading, Real Estate Finance, Healthcare, Credit, Senior Housing, Due Diligence, Real Estate Economics, Private Equity, Mortgage Lending, Financial Structuring, Investments, Retirement Homes, Financial Modeling, Commercial Real Estate, Structured Finance, Real Estate Financing, Valuation, Fixed Income, Asset Management, Loans, Capital Markets, Real Estate, Mergers & Acquisitions, Affordable Housing, Real Estate Transactions, Tax Credits, Securitization, Investment Banking, Portfolio Management, Acquisitions, Venture Capital, Disposition
Education
Dartmouth College 1983 — 1987
B.A., English and Economics
Lynbrook High School 1979 — 1983
Azuka Anunkor's Credit Suisse Experience March 2008 - September 2008
Job Director, Ad Sales Strategy at Viacom
Industry Marketing and Advertising
Experience
Viacom May 2015 - Present
Viacom September 2014 - May 2015
Viacom January 2013 - August 2014
Univision Communications August 2012 - January 2013
Univision Communications May 2012 - August 2012
Univision Communications August 2010 - May 2012
Armand Resource Group, Inc. March 2010 - August 2010
Credit Suisse March 2008 - September 2008
Skills
Spanish
Education
Dartmouth College 2005 — 2009
Bachelor of Arts, Spanish
ST. PAUL'S SCHOOL 2001 — 2005
De La Salle Academy
THE BRITISH ROYAL SCHOOL
UNIVERSIDAD ARGENTINA DE LA EMPRESA
Viacom May 2015 - Present
Viacom September 2014 - May 2015
Viacom January 2013 - August 2014
Univision Communications August 2012 - January 2013
Univision Communications May 2012 - August 2012
Univision Communications August 2010 - May 2012
Armand Resource Group, Inc. March 2010 - August 2010
Credit Suisse March 2008 - September 2008
Skills
Spanish
Education
Dartmouth College 2005 — 2009
Bachelor of Arts, Spanish
ST. PAUL'S SCHOOL 2001 — 2005
De La Salle Academy
THE BRITISH ROYAL SCHOOL
UNIVERSIDAD ARGENTINA DE LA EMPRESA
Brian Hepburn's Credit Suisse Experience June 2015 - Present
Job IT Process Governace Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse January 2014 - June 2015
Fidelity Investments July 2012 - December 2013
PPD September 2006 - May 2012
SoftPro May 2005 - February 2006
SoftPro September 2001 - May 2005
Nortel Networks July 2000 - July 2001
MBNA April 1999 - April 2000
Skills
Software Documentation, Technical Support, SQL, SDLC, Oracle, Troubleshooting, Business Analysis, Requirements Analysis, Windows, Training, Certified Help Desk..., Database Administration, TCP/IP, Software Development, Cross-functional Team..., Visio, Leadership, CompTIA Network+..., CompTIA A+ Certification, Microsoft Office, ITIL v3 Foundations..., Disaster Recovery, Unix, Linux, Microsoft SQL Server
Education
Delaware Technical and Community College-Stanton-Wilmington
Engineering
Credit Suisse June 2015 - Present
Credit Suisse January 2014 - June 2015
Fidelity Investments July 2012 - December 2013
PPD September 2006 - May 2012
SoftPro May 2005 - February 2006
SoftPro September 2001 - May 2005
Nortel Networks July 2000 - July 2001
MBNA April 1999 - April 2000
Skills
Software Documentation, Technical Support, SQL, SDLC, Oracle, Troubleshooting, Business Analysis, Requirements Analysis, Windows, Training, Certified Help Desk..., Database Administration, TCP/IP, Software Development, Cross-functional Team..., Visio, Leadership, CompTIA Network+..., CompTIA A+ Certification, Microsoft Office, ITIL v3 Foundations..., Disaster Recovery, Unix, Linux, Microsoft SQL Server
Education
Delaware Technical and Community College-Stanton-Wilmington
Engineering
Christopher Amery's Credit Suisse Experience 2004 - April 2011
Job Head of US Equity Derivatives Trading
Industry Financial Services
Experience
Jefferies LLC April 2011 - Present
Credit Suisse 2004 - April 2011
Education
Dartmouth College 2000 — 2004
A.B., Economics and History
Jefferies LLC April 2011 - Present
Credit Suisse 2004 - April 2011
Education
Dartmouth College 2000 — 2004
A.B., Economics and History
Gaurav Sood, PMP's Credit Suisse Experience October 2008 - July 2012
Job Sr Manager Regulatory and External Reporting CCAR at HSBC
Industry Financial Services
Experience
HSBC May 2013 - Present
Goldman Sachs August 2012 - April 2013
Credit Suisse October 2008 - July 2012
American International Group February 2008 - October 2008
Credit Suisse June 2005 - February 2008
Harris Direct LLC September 2004 - May 2005
Skills
Fixed Income, Equities, Derivatives, Basel II, Business Requirements, Project Portfolio..., Program Management, Dodd Frank, Regulatory Reporting, Financial Services, Capital Markets, Dodd-Frank, Business Intelligence, Risk Management, SDLC, Investments, User Acceptance Testing, Trading, Business Analysis, Requirements Gathering, Vendor Management, Business Objects
Education
Project Management Institute 2011 — 2011
Project Management Professional (PMP), Project Management
Syracuse University 2002 — 2004
MBA, Finance & Project Management
Delhi University
BS, Physics
HSBC May 2013 - Present
Goldman Sachs August 2012 - April 2013
Credit Suisse October 2008 - July 2012
American International Group February 2008 - October 2008
Credit Suisse June 2005 - February 2008
Harris Direct LLC September 2004 - May 2005
Skills
Fixed Income, Equities, Derivatives, Basel II, Business Requirements, Project Portfolio..., Program Management, Dodd Frank, Regulatory Reporting, Financial Services, Capital Markets, Dodd-Frank, Business Intelligence, Risk Management, SDLC, Investments, User Acceptance Testing, Trading, Business Analysis, Requirements Gathering, Vendor Management, Business Objects
Education
Project Management Institute 2011 — 2011
Project Management Professional (PMP), Project Management
Syracuse University 2002 — 2004
MBA, Finance & Project Management
Delhi University
BS, Physics
Ron Poliquit's Credit Suisse Experience June 2009 - Present
Job Lead Sourcing Specialist at Credit Suisse (through AMS)
Industry Investment Banking
Experience
Credit Suisse June 2009 - Present
IBM Global Business Services February 2007 - May 2008
Education
De La Salle University 1991 — 1997
HRM, Human Resources Management
Credit Suisse June 2009 - Present
IBM Global Business Services February 2007 - May 2008
Education
De La Salle University 1991 — 1997
HRM, Human Resources Management
Fred Hudson's Credit Suisse Experience June 1996 - October 2000
Job Institutional Equity Sales
Industry Investment Banking
Experience
UBS September 2005 - Present
Morgan Keegan January 2001 - October 2005
Credit Suisse June 1996 - October 2000
Skills
Series 7, Series 63, Series 8 & 24, Equities, Bloomberg, Equity Research, Equity Trading, Capital Markets, Equity Derivatives, Electronic Trading, Structured Products, Institutional Sales, Derivatives, Financial Markets, Investments, Asset Allocation, Trading Systems, Alternative Investments, Trading, Investment Management, Equity Valuation, Portfolio Management, Valuation, Due Diligence, Asset Management, ETFs, Economics, Investment Strategies, Mutual Funds, Venture Capital
Education
Deerfield Academy
Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs
UBS September 2005 - Present
Morgan Keegan January 2001 - October 2005
Credit Suisse June 1996 - October 2000
Skills
Series 7, Series 63, Series 8 & 24, Equities, Bloomberg, Equity Research, Equity Trading, Capital Markets, Equity Derivatives, Electronic Trading, Structured Products, Institutional Sales, Derivatives, Financial Markets, Investments, Asset Allocation, Trading Systems, Alternative Investments, Trading, Investment Management, Equity Valuation, Portfolio Management, Valuation, Due Diligence, Asset Management, ETFs, Economics, Investment Strategies, Mutual Funds, Venture Capital
Education
Deerfield Academy
Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs
Matt Chazen's Credit Suisse Experience June 2008 - July 2008
Job TVAlternative Coordinator at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency July 2014 - Present
Creative Artists Agency March 2012 - July 2014
NBC Universal October 2010 - March 2012
NBC Universal December 2009 - October 2010
NBC Universal July 2009 - December 2009
NBC Page Program June 2009 - December 2009
NBC News January 2009 - January 2009
Universal Studios July 2008 - August 2008
Credit Suisse June 2008 - July 2008
Cravath, Swaine May 2006 - July 2006
Skills
Television, Entertainment, New Media, Digital Media, Final Cut Pro, Social Media, Film, Event Planning, Editing, Social Media Marketing, Sports, Public Relations, Marketing, Broadcast
Education
DAVIDSON COLLEGE 2005 — 2009
Bachelor of Arts, Economics
Davidson College 2005 — 2009
BA, Economics
Creative Artists Agency July 2014 - Present
Creative Artists Agency March 2012 - July 2014
NBC Universal October 2010 - March 2012
NBC Universal December 2009 - October 2010
NBC Universal July 2009 - December 2009
NBC Page Program June 2009 - December 2009
NBC News January 2009 - January 2009
Universal Studios July 2008 - August 2008
Credit Suisse June 2008 - July 2008
Cravath, Swaine May 2006 - July 2006
Skills
Television, Entertainment, New Media, Digital Media, Final Cut Pro, Social Media, Film, Event Planning, Editing, Social Media Marketing, Sports, Public Relations, Marketing, Broadcast
Education
DAVIDSON COLLEGE 2005 — 2009
Bachelor of Arts, Economics
Davidson College 2005 — 2009
BA, Economics
Sanjeev Kalra's Credit Suisse Experience January 2004 - Present
Job Consultant at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2004 - Present
Credit Suisse April 2003 - December 2003
Credit Suisse First Boston May 1998 - August 2001
Pershing December 1997 - May 1998
Transamerica Leasing April 1994 - January 1997
First Boston July 1993 - March 1994
Skills
Investment Banking
Education
Delhi College of Engineering 1981 — 1985
B.E., Electronics & Communications
Credit Suisse January 2004 - Present
Credit Suisse April 2003 - December 2003
Credit Suisse First Boston May 1998 - August 2001
Pershing December 1997 - May 1998
Transamerica Leasing April 1994 - January 1997
First Boston July 1993 - March 1994
Skills
Investment Banking
Education
Delhi College of Engineering 1981 — 1985
B.E., Electronics & Communications
Arch McClure's Credit Suisse Experience May 2006 - September 2010
Job Investment Portfolio Analyst at First Citizens Bank
Industry Investment Banking
Experience
First Citizens Bank December 2013 - Present
Wake County, North Carolina August 2013 - December 2013
Stifel Nicolaus November 2010 - May 2013
Credit Suisse May 2006 - September 2010
Skills
Valuation, Fixed Income, Financial Modeling, Investment Banking, Equities, Financial Analysis, Asset Management, Investments, Series 7, Series 63, Bloomberg, Portfolio Management, Derivatives, Trading, Options, Corporate Finance
Education
Davidson College 2002 — 2006
BA, Economics
First Citizens Bank December 2013 - Present
Wake County, North Carolina August 2013 - December 2013
Stifel Nicolaus November 2010 - May 2013
Credit Suisse May 2006 - September 2010
Skills
Valuation, Fixed Income, Financial Modeling, Investment Banking, Equities, Financial Analysis, Asset Management, Investments, Series 7, Series 63, Bloomberg, Portfolio Management, Derivatives, Trading, Options, Corporate Finance
Education
Davidson College 2002 — 2006
BA, Economics
Mayura Muthye's Credit Suisse Experience July 2012 - July 2014
Job Growth Analytics at shopkick
Industry Investment Banking
Experience
shopkick August 2014 - Present
Credit Suisse July 2012 - July 2014
FMV Opinions, Inc. September 2010 - December 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Capital IQ, Bloomberg, Corporate Finance, LBO, Finance, Financial Statement..., Financial Advisory, Financial Accounting, Equities, Capital Markets
Education
University of California, Berkeley 2008 — 2012
Business Administration, Economics
De Anza College 2007 — 2008
Monta Vista High School 2004 — 2008
shopkick August 2014 - Present
Credit Suisse July 2012 - July 2014
FMV Opinions, Inc. September 2010 - December 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Capital IQ, Bloomberg, Corporate Finance, LBO, Finance, Financial Statement..., Financial Advisory, Financial Accounting, Equities, Capital Markets
Education
University of California, Berkeley 2008 — 2012
Business Administration, Economics
De Anza College 2007 — 2008
Monta Vista High School 2004 — 2008
Audrey Phua's Credit Suisse Experience September 2014 - Present
Job Manager FX Operations
Industry Banking
Experience
Credit Suisse September 2014 - Present
Citco Fund Services September 2012 - August 2014
Credit Suisse August 2010 - August 2011
Credit Suisse December 2005 - August 2010
Skills
Equities, Fixed Income, Settlement, Trade Support, Operations Management, Control, Management, People Management, Security Operations, Nostro Reconciliation, Depot Reconciliation, General Ledger Account..., Fund Administration, Financial Services, Middle Office, Portfolio Management, Trading, Hedge Funds, Financial Markets, Capital Markets, Securities, Banking, Investment Banking, Risk Management
Education
Deakin University 2002 — 2005
Commerce, Marketing & Management
Temasek Polytechnic 1998 — 2002
Diploma, Electronic Engineering
Credit Suisse September 2014 - Present
Citco Fund Services September 2012 - August 2014
Credit Suisse August 2010 - August 2011
Credit Suisse December 2005 - August 2010
Skills
Equities, Fixed Income, Settlement, Trade Support, Operations Management, Control, Management, People Management, Security Operations, Nostro Reconciliation, Depot Reconciliation, General Ledger Account..., Fund Administration, Financial Services, Middle Office, Portfolio Management, Trading, Hedge Funds, Financial Markets, Capital Markets, Securities, Banking, Investment Banking, Risk Management
Education
Deakin University 2002 — 2005
Commerce, Marketing & Management
Temasek Polytechnic 1998 — 2002
Diploma, Electronic Engineering
Ben Zimmerman's Credit Suisse Experience 2010 - 2011
Job
Industry Financial Services
Experience
KCAP Financial 2012 - 2015
Credit Suisse 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Capital Markets, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Series 7, Series 63
Education
Dartmouth College 2003 — 2007
A.B.
Founder Institute
KCAP Financial 2012 - 2015
Credit Suisse 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Capital Markets, Bloomberg, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Series 7, Series 63
Education
Dartmouth College 2003 — 2007
A.B.
Founder Institute
David Jangro's Credit Suisse Experience August 2015 - Present
Job Vanderbilt Owen School of Management class of 2015
Industry Capital Markets
Experience
Credit Suisse August 2015 - Present
Credit Suisse June 2014 - Present
Vanderbilt Owen Graduate School of Management July 2013 - Present
EverBank August 2010 - June 2013
World Gym January 2010 - August 2010
EverBank June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, Access, Valuation, Financial Analysis, Mortgage Banking, Low Level Programming, Analysis, Investments, Portfolio Management, Fixed Income, Capital Markets, Data Analysis, Financial Modeling, Credit Analysis, Market Research, Bloomberg, PowerPoint, Mortgage Lending, Finance, Bloomberg Terminal, Residential Mortgages
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Dartmouth College 2005 — 2009
B.A., Anthropology
Credit Suisse August 2015 - Present
Credit Suisse June 2014 - Present
Vanderbilt Owen Graduate School of Management July 2013 - Present
EverBank August 2010 - June 2013
World Gym January 2010 - August 2010
EverBank June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft SQL Server, Access, Valuation, Financial Analysis, Mortgage Banking, Low Level Programming, Analysis, Investments, Portfolio Management, Fixed Income, Capital Markets, Data Analysis, Financial Modeling, Credit Analysis, Market Research, Bloomberg, PowerPoint, Mortgage Lending, Finance, Bloomberg Terminal, Residential Mortgages
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Dartmouth College 2005 — 2009
B.A., Anthropology
Ted Growney's Credit Suisse Experience June 2015 - Present
Job M&A Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
University of Virginia August 2011 - May 2015
Credit Suisse June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Revolution Prep May 2012 - July 2012
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Research, PowerPoint, Editing, Spanish, Statistics, Microsoft Word, Data Analysis, Marketing, Leadership, Marketing Communications, Social Networking, Fundraising, Social Media
Education
University of Virginia 2011 — 2015
Bachelor's Degree, Finance and Accounting Concentrations, Real Estate Track, McIntire School of Commerce
The London School of Economics and Political Science (LSE) 2012 — 2012
Competitive Strategy and Game Theory
Deerfield Academy 2007 — 2011
Credit Suisse June 2015 - Present
University of Virginia August 2011 - May 2015
Credit Suisse June 2014 - August 2014
Credit Suisse June 2013 - August 2013
Revolution Prep May 2012 - July 2012
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Research, PowerPoint, Editing, Spanish, Statistics, Microsoft Word, Data Analysis, Marketing, Leadership, Marketing Communications, Social Networking, Fundraising, Social Media
Education
University of Virginia 2011 — 2015
Bachelor's Degree, Finance and Accounting Concentrations, Real Estate Track, McIntire School of Commerce
The London School of Economics and Political Science (LSE) 2012 — 2012
Competitive Strategy and Game Theory
Deerfield Academy 2007 — 2011
Khushal Thakker's Credit Suisse Experience September 2013 - April 2014
Job Dotnet Application Developer
Industry Computer Software
Experience
Stone Harbor Investment Partners September 2014 - Present
Anadata Consulting Inc June 2013 - Present
Shenkman Capital Management April 2014 - September 2014
Credit Suisse September 2013 - April 2014
Shenkman Capital Management July 2013 - August 2013
Synechron September 2010 - June 2013
Davidson Kempner Capital Management 2010 - 2013
Sapient Global Markets August 2009 - July 2010
Financial Technologies May 2008 - July 2009
H5 Technologies October 2006 - April 2008
Skills
C#, WPF, WCF, WinForms, Multithreading, SQL Server, SSIS, SSRS, Microsoft SQL Server, Software Development, .NET, SQL
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2005 — 2007
MCA, Computers
DOEACC, CDAC Noida 2003 — 2005
Advance Diploma in Computer Application (O and A Level), Computer Science
Delhi University 2000 — 2003
Bachelor of Commerce (B.Com.), Business/Commerce, General
Vidya Bharati School 1998 — 2000
Academics (X and XII), Commerce
Stone Harbor Investment Partners September 2014 - Present
Anadata Consulting Inc June 2013 - Present
Shenkman Capital Management April 2014 - September 2014
Credit Suisse September 2013 - April 2014
Shenkman Capital Management July 2013 - August 2013
Synechron September 2010 - June 2013
Davidson Kempner Capital Management 2010 - 2013
Sapient Global Markets August 2009 - July 2010
Financial Technologies May 2008 - July 2009
H5 Technologies October 2006 - April 2008
Skills
C#, WPF, WCF, WinForms, Multithreading, SQL Server, SSIS, SSRS, Microsoft SQL Server, Software Development, .NET, SQL
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2005 — 2007
MCA, Computers
DOEACC, CDAC Noida 2003 — 2005
Advance Diploma in Computer Application (O and A Level), Computer Science
Delhi University 2000 — 2003
Bachelor of Commerce (B.Com.), Business/Commerce, General
Vidya Bharati School 1998 — 2000
Academics (X and XII), Commerce
Thomas Ruzzo's Credit Suisse Experience October 2007 - Present
Job Fixed Income at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2007 - Present
Education
Dartmouth College 1993 — 1998
Noble and Greenough School 1990 — 1993
Credit Suisse October 2007 - Present
Education
Dartmouth College 1993 — 1998
Noble and Greenough School 1990 — 1993
Chris Shafto's Credit Suisse Experience April 2015 - Present
Job Investment Banking Analyst, Enterprise Valuation Group at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2015 - Present
Credit Suisse July 2012 - March 2015
Credit Suisse June 2011 - July 2012
Skills
Trading, Settlement, Market Risk, Fixed Income, Derivatives, Investment Banking, Bloomberg, Equities, Financial Markets, Financial Modeling, Capital Markets, Valuation, Credit Derivatives, Financial Analysis, Swaps, Interest Rate..., Options, Corporate Finance, Middle Office, Investments, Risk Management, Portfolio Management, Credit Analysis
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Economics and Accounting
Deerfield Academy 2006 — 2007
Post-Graduate
Cardinal Gibbons High School 2002 — 2006
Credit Suisse April 2015 - Present
Credit Suisse July 2012 - March 2015
Credit Suisse June 2011 - July 2012
Skills
Trading, Settlement, Market Risk, Fixed Income, Derivatives, Investment Banking, Bloomberg, Equities, Financial Markets, Financial Modeling, Capital Markets, Valuation, Credit Derivatives, Financial Analysis, Swaps, Interest Rate..., Options, Corporate Finance, Middle Office, Investments, Risk Management, Portfolio Management, Credit Analysis
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Economics and Accounting
Deerfield Academy 2006 — 2007
Post-Graduate
Cardinal Gibbons High School 2002 — 2006
Jitesh Jeswani's Credit Suisse Experience June 2012 - August 2012
Job Investment Banking Associate at Citi
Industry Investment Banking
Experience
Citi September 2015 - Present
Citi July 2014 - September 2015
Citi August 2013 - July 2014
Credit Suisse June 2012 - August 2012
D. E. Shaw & Co. June 2010 - May 2011
D. E. Shaw & Co. June 2008 - May 2010
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Strategy
Delhi College of Engineering 2004 — 2008
Bachelor of Engineering (B.E.), Computer Science
Ramjas school, Pusa road
Citi September 2015 - Present
Citi July 2014 - September 2015
Citi August 2013 - July 2014
Credit Suisse June 2012 - August 2012
D. E. Shaw & Co. June 2010 - May 2011
D. E. Shaw & Co. June 2008 - May 2010
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and Strategy
Delhi College of Engineering 2004 — 2008
Bachelor of Engineering (B.E.), Computer Science
Ramjas school, Pusa road
Leona Roselle Paloma's Credit Suisse Experience October 2009 - June 2011
Job Product Services Specialist at Citco
Industry Investment Management
Experience
The Citco Group of Companies January 2015 - Present
Citco Fund Services October 2012 - December 2014
Citco Fund Services June 2011 - February 2012
Credit Suisse October 2009 - June 2011
StarHub October 2008 - October 2009
M1 Limited October 2007 - October 2008
Accenture August 2004 - September 2007
Skills
Software Configuration..., Release Management, Billing Systems, Unix, ITIL, SDLC, Change Management, Integration, Oracle, Requirements Analysis, Testing, User Acceptance Testing, SQL, SharePoint, PVCS, Process Improvement, Software Project..., System Deployment
Education
De La Salle University 1999 — 2003
BS Chemical Engineering
The Citco Group of Companies January 2015 - Present
Citco Fund Services October 2012 - December 2014
Citco Fund Services June 2011 - February 2012
Credit Suisse October 2009 - June 2011
StarHub October 2008 - October 2009
M1 Limited October 2007 - October 2008
Accenture August 2004 - September 2007
Skills
Software Configuration..., Release Management, Billing Systems, Unix, ITIL, SDLC, Change Management, Integration, Oracle, Requirements Analysis, Testing, User Acceptance Testing, SQL, SharePoint, PVCS, Process Improvement, Software Project..., System Deployment
Education
De La Salle University 1999 — 2003
BS Chemical Engineering
Robert Jeffe's Credit Suisse Experience 1996 - 2001
Job CoChairman and Founder of Hawkwood Energy
Industry Oil & Energy
Experience
Tiandi Energy 2012 - Present
Hawkwood Energy 2011 - Present
Associated Banc-Corp 2011 - Present
Deutsche Bank 2004 - 2011
General Electric 2001 - 2004
Credit Suisse 1996 - 2001
Citigroup(formerly Smith Barney) 1994 - 1996
Morgan Stanley 1974 - 1994
Skills
Private Equity, Investment Banking, Mergers, Corporate Development, Venture Capital, Business Strategy, Strategy, Mergers & Acquisitions, Entrepreneurship, Business Development, Energy, Management, Strategic Planning, Corporate Finance, Valuation, Financial Modeling
Education
Stanford University Graduate School of Business 1972 — 1974
Master of Business Administration (MBA), Finance, Highest honors
Dartmouth College 1968 — 1972
A.B., Economics, Summa Cum Laude
Tiandi Energy 2012 - Present
Hawkwood Energy 2011 - Present
Associated Banc-Corp 2011 - Present
Deutsche Bank 2004 - 2011
General Electric 2001 - 2004
Credit Suisse 1996 - 2001
Citigroup(formerly Smith Barney) 1994 - 1996
Morgan Stanley 1974 - 1994
Skills
Private Equity, Investment Banking, Mergers, Corporate Development, Venture Capital, Business Strategy, Strategy, Mergers & Acquisitions, Entrepreneurship, Business Development, Energy, Management, Strategic Planning, Corporate Finance, Valuation, Financial Modeling
Education
Stanford University Graduate School of Business 1972 — 1974
Master of Business Administration (MBA), Finance, Highest honors
Dartmouth College 1968 — 1972
A.B., Economics, Summa Cum Laude
Douglas Newton's Credit Suisse Experience 2001 - 2002
Job Partner at The WindAcre Partnership
Industry Investment Management
Experience
The WindAcre Partnership 2013 - Present
Seneca Capital 2006 - 2012
DLJ Merchant Banking Partners 2002 - 2004
Credit Suisse 2001 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2001
Skills
Equities, Equity Research, Valuation, Hedge Funds, Private Equity, Corporate Finance
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Economics
The WindAcre Partnership 2013 - Present
Seneca Capital 2006 - 2012
DLJ Merchant Banking Partners 2002 - 2004
Credit Suisse 2001 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2001
Skills
Equities, Equity Research, Valuation, Hedge Funds, Private Equity, Corporate Finance
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Colleen Haskell's Credit Suisse Experience July 1995 - June 1998
Job
Industry
Experience
Goldman Sachs July 2000 - February 2006
Credit Suisse July 1995 - June 1998
Skills
Investment Banking, Bonds, Securities, Trading, Capital Markets, Series 7
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
Dartmouth College 1990 — 1994
BA, Psychology
Dartmouth College 1990 — 1994
BA
Goldman Sachs July 2000 - February 2006
Credit Suisse July 1995 - June 1998
Skills
Investment Banking, Bonds, Securities, Trading, Capital Markets, Series 7
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
Dartmouth College 1990 — 1994
BA, Psychology
Dartmouth College 1990 — 1994
BA
Graham Melanson's Credit Suisse Experience 2004 - 2007
Job Portfolio Manager
Industry Investment Management
Experience
Northern Asset Management July 2011 - Present
Hutchin Hill Capital 2009 - 2011
Sandell Asset Management 2007 - 2009
Credit Suisse 2004 - 2007
University of Wisconsin Applied Securities Analysis Program January 2002 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook
Education
University of Wisconsin-Madison 2002 — 2004
Masters of Science, Finance
Deerfield Academy
Northern Asset Management July 2011 - Present
Hutchin Hill Capital 2009 - 2011
Sandell Asset Management 2007 - 2009
Credit Suisse 2004 - 2007
University of Wisconsin Applied Securities Analysis Program January 2002 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook
Education
University of Wisconsin-Madison 2002 — 2004
Masters of Science, Finance
Deerfield Academy
Richard Cameron Brown's Credit Suisse Experience Network OperatorNorth Carolina State Employees Credit UnionMarch 2000 - March 2002
Job Unemployed
Industry Furniture
Experience
Credit-Suisse Network OperatorNorth Carolina State Employees Credit UnionMarch 2000 - March 2002
Education
Davis and Elkins College
Credit-Suisse Network OperatorNorth Carolina State Employees Credit UnionMarch 2000 - March 2002
Education
Davis and Elkins College
Willard Bollenbach's Credit Suisse Experience July 2015 - Present
Job Research Analyst at Credit Suisse Asset Management
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Royal Bank of Canada Wealth Management June 2012 - August 2012
Bigelow Investment Advisors June 2012 - August 2012
Douty Brothers Sea Food June 2010 - September 2011
CVS Caremark Corporation April 2008 - October 2008
Skills
Spanish
Education
Dartmouth College 2011 — 2015
Bachelor's degree, Economy major / Spanish minor
Cape Elizabeth High School 2007 — 2011
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Royal Bank of Canada Wealth Management June 2012 - August 2012
Bigelow Investment Advisors June 2012 - August 2012
Douty Brothers Sea Food June 2010 - September 2011
CVS Caremark Corporation April 2008 - October 2008
Skills
Spanish
Education
Dartmouth College 2011 — 2015
Bachelor's degree, Economy major / Spanish minor
Cape Elizabeth High School 2007 — 2011
Brad Bowman's Credit Suisse Experience 1998 - 2003
Job Director at Valens Credit
Industry Facilities Services
Experience
Valens Credit August 2014 - Present
Bowman Partners, LLC 2006 - June 2014
BMO Capital Markets 2004 - 2005
Fulcrum Partners, LLC 2003 - 2004
Credit Suisse 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Equity Sales, Asset Management, Valuation, Private Equity, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
St. Lawrence University 1983 — 1987
Bachelor of Arts (BA), Economics
Deerfield Academy
Valens Credit August 2014 - Present
Bowman Partners, LLC 2006 - June 2014
BMO Capital Markets 2004 - 2005
Fulcrum Partners, LLC 2003 - 2004
Credit Suisse 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Equity Sales, Asset Management, Valuation, Private Equity, Equities, Capital Markets, Financial Modeling, Hedge Funds, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
St. Lawrence University 1983 — 1987
Bachelor of Arts (BA), Economics
Deerfield Academy
Jessica Sordan's Credit Suisse Experience May 1999 - Present
Job Sr. Business Analyst/Sr. Technical Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse May 1999 - Present
Deutsche Bank September 1992 - April 1999
Education
De La Salle University 1984 — 1988
Bachelor of Science, Computer Science
Credit Suisse May 1999 - Present
Deutsche Bank September 1992 - April 1999
Education
De La Salle University 1984 — 1988
Bachelor of Science, Computer Science
Adam Kosmicki's Credit Suisse Experience June 2007 - June 2010
Job Vice President at Affiliated Managers Group
Industry Financial Services
Experience
Affiliated Managers Group December 2014 - Present
Affiliated Managers Group December 2013 - December 2014
Affiliated Managers Group June 2010 - December 2013
Credit Suisse June 2007 - June 2010
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Capital Markets, Equities, Corporate Finance, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Fixed Income, Bloomberg, Asset Management, Hedge Funds
Education
Oxford University 2006 — 2007
Master of Science (MSc), Financial Economics
Harvard College 2002 — 2006
BS, Economics
Deerfield Academy 1998 — 2002
Affiliated Managers Group December 2014 - Present
Affiliated Managers Group December 2013 - December 2014
Affiliated Managers Group June 2010 - December 2013
Credit Suisse June 2007 - June 2010
Skills
Investment Banking, Private Equity, Financial Modeling, Valuation, Capital Markets, Equities, Corporate Finance, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Fixed Income, Bloomberg, Asset Management, Hedge Funds
Education
Oxford University 2006 — 2007
Master of Science (MSc), Financial Economics
Harvard College 2002 — 2006
BS, Economics
Deerfield Academy 1998 — 2002
Jeev Kumar's Credit Suisse Experience April 2010 - August 2011
Job Data Analyst at Huntington National Bank
Industry Information Technology and Services
Experience
Huntington National Bank September 2013 - Present
Farmers Insurance Group September 2011 - August 2013
Credit Suisse April 2010 - August 2011
Jackson National Life Insurance May 2009 - April 2010
Education
Delhi University
Bachelor of Science (BS), Computer Science
Huntington National Bank September 2013 - Present
Farmers Insurance Group September 2011 - August 2013
Credit Suisse April 2010 - August 2011
Jackson National Life Insurance May 2009 - April 2010
Education
Delhi University
Bachelor of Science (BS), Computer Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.