Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Credit Suisse Salaries. You can even request information on how much does Credit Suisse pay if you want to. Learn about salaries, pros and cons of working for Credit Suisse directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
Sammons Financial Group Member Companies September 2014 - December 2014
Sullivan International Group July 2012 - June 2014
Credit Suisse 2004 - 2011
Skills
Type 60 wpm, Switchboard Operator, Microsoft Office, Excel, Outlook, Data Entry, written and verbal..., Multitasker, PowerPoint, Video Conferencing, Typing, Telephone Skills, Administrative Support, Word, Spreadsheets, Office Administration, Access, Lotus Notes, Customer Service, Billing, Scheduling, Microsoft Works, Teamwork, Online Research, Problem Solving, Inventory Management, Accounts Receivable, Call Center, Facebook, Customer Relations, 10 Key, Fax, Writing, Phone Etiquette, Internet Explorer, Office Equipment, Administrative Work, Microsoft Office 2007, Multi-line Phone, Travel Arrangements, Calendars, Confidentiality, Executive Support
Education
DeVry University 2008 — 2009
Hyde Park Career Academy 1988 — 1992
High School Diploma
Credit Suisse 2014 - Present
Citi January 2007 - December 2013
Citi January 2002 - December 2006
Citi January 1995 - December 2001
Skills
Portfolio Management, Risk Management, Banking, Vendor Management, Program Management, Organizational..., Team Building, Global Client Management, P&L Financial Management, Enterprise Systems..., Global Strategy..., Cross-functional Team..., Market Data, Business Analysis, Trading Systems, ITIL, Integration, Investment Banking, Disaster Recovery, IT Strategy, Leadership, P&L Management, Analysis, Business Continuity, Management, Enterprise Software, Infrastructure, Requirements Gathering, Financial Services, PMO, Mergers & Acquisitions, SDLC, Requirements Analysis, Virtualization, Team Leadership, Project Portfolio..., IT Management, Governance, Outsourcing, System Deployment, Executive Management, Fixed Income, Operational Risk..., PMP, Business Process..., Capital Markets
Education
Dowling College
Master of Business Administration in Management, Business Administration and Management, General
SUNY Old Westbury
Bachelor of Science in Finance, Finance
United States District Court for the Western District of Pennsylvania August 2015 - Present
Allen & Overy September 2014 - August 2015
Emory University School of Law May 2014 - July 2014
Emory Law Journal March 2013 - May 2014
The Coca-Cola Company January 2014 - April 2014
Allen & Overy May 2013 - August 2013
Credit Suisse June 2013 - June 2013
Weissman, Nowack, Curry & Wilco, P.C. May 2012 - July 2012
Climb for Hope May 2007 - December 2010
Hunt Valley Golf Club June 2006 - September 2010
Skills
French, Research, Document Drafting
Education
Emory University School of Law 2011 — 2014
JD, with high honors, Order of the Coif
Denison University 2007 — 2011
Bachelor of Arts, English Literature and French
School for International Training 2009 — 2010
Semester Abroad in Dakar, Senegal, Senegalese art and culture; French colonialism
SunTrust Robinson Humphrey April 2013 - Present
KBW September 2012 - December 2012
Macquarie Bank September 2008 - August 2012
Credit Suisse May 2007 - September 2008
JPMorgan Chase/Security Capital Research & Management May 2003 - May 2007
Skills
Investments, Credit, Securities, Equities, Corporate Finance, Capital Markets, Mergers & Acquisitions, Equity Research, Asset Management, Real Estate, REIT, Accounting, Valuation, Capital, Finance, Financial Services, Mutual Funds, Financial Analysis, Portfolio Management, Financial Markets, Financial Modeling, Risk Management, Real Estate Economics, Equity Valuation, Alternative Investments, Investment Strategies, DCF, Investment Management, Hedge Funds, Bloomberg, Business Valuation, Investment Banking, Due Diligence
Education
DePaul University 2001 — 2003
BS, Finance Honors Program
Lucernex Technologies September 2010 - Present
Accruent 2003 - 2010
netASPx 2000 - 2003
United Systems Consultants December 1996 - February 2000
Accenture 1994 - 1996
Federal Reserve Bank of New York June 1993 - May 1994
Credit Suisse November 1991 - December 1993
Skills
Salesforce.com, Enterprise Software, SaaS, Cloud Computing, Solution Selling, Professional Services, Business Intelligence, Sales Enablement, CRM, Software Industry, Direct Sales, Start-ups, Business Analysis, Vendor Management, Channel Partners, Sales Process, Demand Generation, Lead Generation, Product Management, Channel, Partner Management, Strategic Partnerships, New Business Development, Contract Negotiation, Business Development, Sales, Complex Sales, Product Marketing, Analytics, Cross-functional Team..., Business Alliances
Education
DeVry University 1985 — 1989
Bachelor of Science, Computer Information Systems
EIG Global Energy Partners March 2014 - Present
EIG Global Energy Partners March 2012 - February 2014
Credit Suisse July 2010 - February 2012
UPS May 2008 - August 2008
UPS May 2007 - August 2007
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2010
MS, Finance
Dickinson College 2005 — 2009
BS, Computer Science, International Business and Management
Calamos Wealth Management LLC June 2013 - Present
Fifth Third Private Bank November 2009 - June 2013
Credit Suisse May 2006 - November 2009
Lehman Brothers 1991 - 2006
Skills
Wealth Management, Asset Allocation, Investments, Mortgage Lending, Strategic Financial..., Finance, Series 7, Portfolio Management, Fixed Income, Asset Managment, Retirement Planning, Alternative Investments, Loans, Wealth Management..., Insurance, Trading, Commercial Lending, Equities, Financial Services, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
Purdue University 1987 — 1991
BS, Finance
Credit Suisse May 2014 - Present
Barclays June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Economics, Outlook, Spanish
Education
Drew University 2011 — 2014
Bachelor's degree, Economics and Philosophy
Drew University 2011 — 2014
Bachelor of Science (BS), Economics and Philosophy
Laughlin Financial LLC July 2012 - Present
Credit Suisse July 2007 - July 2012
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA
DePauw University 2001 — 2005
BA
RefrigiChef 2015 - Present
Alaska Eagle Head Resort 2015 - Present
Select Portfolio Servicing December 2014 - Present
Select Portfolio Servicing June 2013 - December 2014
Credit Suisse September 2012 - June 2013
Southern Utah University January 2012 - May 2012
Southern Utah University August 2008 - December 2011
Skills
JavaScript, AngularJS, HTML5, CSS, JSON, Git, Github, AJAX, Bootstrap, APIs, Firebase, jQuery, Node.js, React.js, Photoshop, Illustrator, InDesign, Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Finance, Time Management, Research, Customer Service, Team Leadership, Teamwork, Microsoft Word, Training, Event Planning, Marketing, Marketing Strategy, Teaching, PowerPoint, Public Relations, Data Analysis, Analysis
Education
DevMountain 2015 — 2015
Immersive Front-end Engineering Program, Front-End Development
Southern Utah University 2011 — 2012
Master's, Business Administration
Southern Utah University 2008 — 2011
Bachelor's degree, Finance, General, 3.33
Credit Suisse July 2015 - Present
MenuDrive September 2014 - May 2015
Credit Suisse May 2014 - August 2014
MenuDrive, Online Restaruant Ordering May 2012 - May 2014
Skills
Java, Python, SQL, C#, C++, Market Risk, Derivative Securities, RiskMetrics, R
Education
Dickinson College 2011 — 2015
Bachelor of Science (B.S.), Double Major: Computer Science and Mathematics Minor: Economics, Phi Beta Kappa
Adams Communication & Engineering Technology (ACET, Inc.) April 2013 - Present
Long Beach Unified School District November 2012 - April 2013
Credit Suisse January 2012 - October 2012
Skills
Technical Support, Software Documentation, Windows 7, Troubleshooting, Hardware, XP, Help Desk Support, Networking, Laptops, Information Technology, Access, System Deployment, Active Directory, Windows Server, Service Desk, VPN, Software Installation, Windows XP
Education
DeVry University-California 2011 — 2013
Associate of Arts and Sciences (AAS), Network and System Administration/Administrator
Eli Lilly and Company December 2014 - Present
Frontier Communications January 2014 - December 2014
West Bend Mutual Insurance 2013 - 2013
Primatics Financial 2012 - 2013
Credit Suisse 2010 - 2012
Motorola 2004 - 2007
Skills
Informatica Certified..., Java Enterprise Edition, Spring, Hibernate, Agile Methodologies, Web Services, SDLC, SQL, SOA, Oracle, XML, Java, Microsoft SQL Server, Struts, Software Project..., Requirements Analysis, Software Development, PL/SQL, Data Warehousing, ETL, Informatica, Testing, Shell Scripting, Business Analysis, Databases, Business Intelligence, Integration, Unix, Management, Data Modeling
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
Masters in Business Administration, Business Administration and Management, General
DeVry University-Illinois 2004 — 2006
Bachelor of Science (BS), Computer Science
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
Citi January 2012 - May 2013
Citi November 2008 - January 2012
Credit Suisse July 2007 - November 2008
UBS October 2006 - July 2007
UBS December 2005 - September 2006
Thomson Reuters December 2004 - November 2005
Thomson Reuters July 2000 - December 2004
Thomson Reuters July 1998 - June 2000
Education
Pace University - Lubin School of Business 2003 — 2006
MBA
Drexel University 1993 — 1998
BS in Business Administration
Credit Suisse March 2012 - Present
Credit Suisse March 2011 - May 2012
Credit Suisse Securities March 2011 - August 2011
JPMorgan Chase September 2008 - February 2011
Music Theatre Marketing May 2008 - August 2008
Sarah's Pastries & Candies January 2008 - January 2008
The Clubhouse June 2007 - August 2007
United Cerebral Palsy June 2007 - August 2007
Prairie Center Health Services June 2006 - August 2006
Indian Acres SwimClub June 1998 - August 2005
Education
DePauw University 2004 — 2008
Bachelor of Arts, Double Major: Sociology & English Literature
DePauw University 2004 — 2008
Bachelor of Arts, Sociology/English Literature
University of Queen Mary London 2007 — 2007
University of Queen Mary London
Credit Suisse October 2010 - Present
Cognizant Technology Solutions September 2010 - Present
HSBC Software Development (India) Pvt Ltd, Pune January 2006 - September 2010
Skills
Testing, SDLC, Test Management, Requirements Analysis, User Acceptance Testing, Quality Center, Software Project..., Business Analysis, Investment Banking, Unix, Project Team Management, System Testing, Regression Testing, Electronic Trading, Low Latency Trading, Test Planning, Agile Methodologies, Test Automation, FIX, FIX Protocol, VeriFIX, International Capital..., VeriFIX Automation, Project Management, Client Relations
Education
Symbiosis institute of Management Studies 2008 — 2010
PGDBA
Devi Ahilya Vishwavidyalaya
Master's degree
Devi Ahilya Vishwavidyalaya 1998 — 2002
Bachelor's degree
Ernst & Young January 2011 - Present
Credit Suisse October 2006 - January 2011
MISI Company November 2004 - October 2006
IV Most Consulting Inc May 2000 - November 2004
Enterprise Rent-A-Car June 1998 - August 1999
Skills
Taleo, Talent Management, Talent Assessment, Strategic Sourcing, Cold Calling, Sourcing, Technical Recruiting, Talent Acquisition, Recruitment/Retention, Executive Search, Interviewing, Resource Management, Vendor Management, Contract Recruitment, Applicant Tracking..., Process Improvement, Full-cycle Recruiting, Performance Management, Team Management, Mentoring, Customer Relations, Program Management, Coaching, Team Leadership, Onboarding, E-recruitment, Account Management, CRM, Management Consulting, PeopleSoft, Recruiting, Strategy, Interviews, Management, Internet Recruiting, Screening Resumes, Human Resources, SDLC, Outsourcing, College Recruiting, Consulting, Information Technology, Benefits Negotiation, Employee Engagement, Succession Planning, Customer Service, Personnel Management
Education
University of Phoenix 2002 — 2004
MBA, Technology Management
DeSales University 1992 — 1996
BA, Theatrical Design/Marketing
Build America Mutual Assurance Company November 2011 - Present
BlackRock June 2007 - October 2011
Iris Financial Engineering June 2005 - May 2007
Credit Suisse July 2004 - June 2005
Orbis Financial May 2003 - July 2004
BlackRock 1996 - 2003
Morgan Stanley 1993 - 1996
IBM 1992 - 1994
Skills
SDLC, Software Development, Software Engineering, Databases, Java, Agile Methodologies, Fixed Income, Risk Management, Perl, Architecture, Enterprise Architecture, ITIL, Scalability, Security, Process Improvement, Requirements Analysis, Unix, SQL, Distributed Systems, Enterprise Software, Shell Scripting, Analytics, Solaris, System Architecture, Spring, Software Project..., IT Strategy, Sybase, Integration, Trading Systems, Start-ups, SOA, Business Analysis, Data Modeling, Market Data, XML, Architectures, Linux, Application Architecture, Data Warehousing, Management, Cloud Computing, Agile Project Management, Java Enterprise Edition, Software Design, Database Design, Scrum, Web Services
Education
Rensselaer Polytechnic Institute 1986 — 1992
PhD, Computer Science
Drew University 1982 — 1986
BA, Computer Science and Physics
Westfield Senior High School 1979 — 1982
CA Technologies February 2010 - Present
Orchestria September 2006 - September 2008
Credit Suisse December 2000 - September 2006
Microsoft March 2006 - March 2006
DeVry University November 2000 - March 2001
Skills
CA DataMinder, CA DLP, Orchestria, Business Continuity..., Active Directory, DNS, Microsoft Exchange, Microsoft Cluster, VMware ESX, Hyper-V, Windows Server, Disaster Recovery, VMware, Windows, Enterprise Software, Security, Professional Services, Identity Management, Enterprise Architecture, Cloud Computing, Linux, Virtualization, Pre-sales, Integration, Servers, System Deployment, Architectures, Storage, Oracle, Infrastructure, Solution Architecture, Software Documentation
Education
DeVry University 1999 — 2002
Bachelors, Computer Information Systems, 4.0
Credit Suisse June 2012 - Present
Nomi 2015 - 2015
Nomi 2015 - 2015
NASDAQ OMX October 2011 - May 2012
CSC for UBS February 2011 - October 2011
TUDOR INVESTMENT CORPORATION October 2008 - February 2011
Trafelet & Company March 2007 - October 2008
New York Mercantile Exchange July 2004 - February 2007
Morgan Stanley June 2003 - July 2004
JPMorgan Chase August 2001 - May 2003
Skills
Networking, Data Center, Vendor Management, Infrastructure, Market Data, Disaster Recovery, Trading Systems, Telecommunications, Low Latency, Unix, Security, IT Management, Virtualization, Electronic Trading, Enterprise Architecture, Trading, Firewalls, Network Design, Network Engineering, Network Architecture, Network Security, Routing, Cisco Technologies
Education
Drexel University 1990 — 1995
BS in Electrical Engineering, Electrical and Computer Engineering
North Carolina State University
Master of Engineering, Network Telecommunication
Bank of Tokyo-Mitsubishi UFJ March 2013 - Present
Credit Suisse 2012 - 2012
ICAP / EBS Dealing Resources 2006 - 2012
EBS Dealing Resources 1998 - 2006
DuPont 1991 - 1997
Skills
RHEL, Bash, Vim, Shell Scripting, Java, J2EE, C, Perl, Perforce, Struts, Software Configuration..., JavaScript, Ant, Maven, Swing, Eclipse, NetBeans, Microsoft Office, Windows, Linux, Linux Tools, Linux server..., Use Case Analysis, PSP, UML, HTML, CSS, SDLC, Hudson, Jenkins, Tomcat, DevOps, Unix, Software Design, SQL, Software Development, Agile Methodologies, JSP, Design Patterns, Testing, XML, JDBC, Web Applications, Open Source, Linux System..., Java Enterprise Edition, Servlets
Education
Monmouth University
MBA
Rutgers, The State University of New Jersey
BS, Accounting
DeVry University
AAS, Computer Information Systems
Webb & Coyle, P.L.L.C. June 2011 - Present
Ascendor Wealth, LLC December 2011 - April 2014
Credit Suisse 2009 - 2010
The Law Offices of Michael P. McCready & Associates 2006 - 2009
Skills
Trusts, Estate Planning, Tax, Wealth, Wealth Management..., Asset Protection, Life Insurance, Retirement Planning, Estate Administration, Wealth Management, Long Term Care Insurance, Corporate Law, Wills, Estate Tax Planning, Tax Law, High Net Worth..., Investments, LLC, Powers of Attorney, Retirement
Education
The John Marshall Law School 2008 — 2010
LL.M., Taxation
DePaul University College of Law 2004 — 2007
J.D.
DePaul University 1999 — 2003
B.A., Political Science
Geneva Investment Management June 2007 - Present
Sandler O'Neill February 2004 - April 2007
Credit Suisse October 2000 - February 2004
Donaldson, Lufkin & Jenrette May 1995 - October 2000
Bank of America(prev.Continental Bank) August 1991 - April 1995
Skills
Investments, Investment Management, Equities, High Net Worth..., Strategic Financial..., Asset Managment, 401k
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Credit Suisse October 2011 - Present
First New York Securities April 2010 - May 2011
Pali Capital Inc April 2008 - February 2011
UBS Investment Bank September 2007 - April 2008
Circuit City Corporation August 2006 - August 2007
JP Morgan Chase NYC/Jersey April 2005 - August 2006
Skills
Telecommunications, Disaster Recovery, Troubleshooting, Help Desk Support, Hardware, Bloomberg, System Administration, Active Directory, Computer Hardware, Microsoft Office, Software Installation, Bloomberg Terminal, VMware, Windows 7, SQL, Databases, Visio, Microsoft Exchange, Microsoft Word, Electronic Trading, Trading, Windows, Windows Server, ITIL, Operating Systems
Education
DeVry University
Bachelors, Networking Communication Management
DeVry University
Bachelors Degree, Networking Communication Management
Credit-suisse June 2001 - Present
Rapidigm May 2000 - August 2001
DCC inc September 1999 - May 2000
IBM January 1999 - September 1999
Lockheed Martin for U.S. Navy May 1998 - January 1999
Skills
Integration, Outsourcing, IT Operations, Recruiting, Business, Business Alignment, Staff Management, Process Simulation, PeopleSoft, Data Warehousing, SDLC, Business Intelligence, OBIEE, Business Analysis, Software Project..., Software Selection, ERP, Oracle, Enterprise Architecture, EPM, Cross-functional Team..., Requirements Gathering, PL/SQL, Information Technology, Management
Education
Devi Ahilya Vishwavidyalaya 1993 — 1995
Master of Science (MS)
Gulbarga University 1987 — 1991
B.E
Mercuria Energy America, Inc August 2014 - Present
JPMorgan Chase August 2012 - August 2014
Fortress Investment Group October 2011 - August 2012
Credit Suisse March 2005 - January 2011
TradeWeb March 2003 - January 2005
Deutsche Bank February 2001 - March 2003
Lehman Brothers October 2000 - February 2001
The Vanguard Group March 1993 - October 2000
Skills
Microsoft Excel, Visual Basic, VBA, Access, SQL, XML, Visual C++, HTML scripting, OLAP, Essbase, Data Cubes, Credit Derivatives, Exotic Derivatives, Fixed Income Technology, Fixed Income Portfolio..., Market Data, Valuation, VAR, Derivatives, Integration, Data Warehousing, Software Development, Options, Equities, Risk Management
Education
University of Houston, School of Continuing and Professional Studies 2014 — 2014
C# I and C# II, Application Development, Pass (Pass/Fail)
New York University 2003 — 2005
Certificate, C++ Programming
Drexel University 1997 — 2000
Business
Kutztown University of Pennsylvania 1985 — 1989
Kindling June 2011 - Present
Postlight 2015 - Present
Arc90 September 2005 - June 2010
Credit Suisse November 2001 - September 2005
Opus360 / FreeAgent.com March 2000 - November 2001
Sears, Roebuck & Co. June 1996 - February 2000
Sears 1996 - 2000
Skills
Product Management, Web Development, Product Development, User Experience, Project Management, Product Design, Information Architecture, Architecture, HTML 5, System Architecture, Software Project..., Interaction Design
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 1999
MBA, Strategic Management
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Business, Management, Economics, Computer Science
Contingent Macro Advisors LLC February 2013 - Present
Lenapi Advisors, LLC December 2010 - January 2013
MKP Capital February 2005 - August 2010
Credit Suisse 2001 - 2005
shearson Lehman Brothers 1980 - 2001
Skills
Trading, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Portfolio Management, Asset Managment, Technical Analysis, Technical Analysis of...
Education
Denison University 1976 — 1980
BA, Economics and Political Science
Mirador Family Wealth Advisors April 2015 - Present
Credit Suisse July 2011 - April 2015
Calamos Family Office LLC September 2007 - July 2011
Calamos Investments September 2007 - July 2011
Barnes & Thornburg LLP March 2003 - September 2007
FagelHaber LLC January 2001 - March 2003
Gould & Ratner LLP August 1995 - January 2001
Metzler and Hager August 1994 - August 1995
Skills
Wealth Management, Asset Protection, Financial Planners, Estate Planning, Securities, Alternative Investments, Investment Advisory, Hedge Funds, Trusts, Investments, Private Equity, Investment Management, Mutual Funds, Asset Managment, Wealth Management..., Family Office, Tax, Due Diligence, High Net Worth..., Series 7
Education
DePaul University College of Law 1993 — 1994
LL.M., Taxation
Widener University School of Law 1990 — 1993
JD, Law
Illinois State University 1986 — 1990
BS, Business, Political Science
Albridge, an Affiliate of Pershing March 2011 - Present
CTTR March 2008 - March 2011
Marsh October 2006 - March 2008
Comings to the Rescue February 2005 - October 2006
Societe Generale December 2000 - February 2005
Brown and Wood February 2000 - December 2000
JP Morgan July 1996 - February 2000
Credit Suisse October 1994 - May 1996
Union Bank of Switzerland October 1993 - October 1994
The Genesis Group August 1990 - October 1993
Skills
Relationship Management, Management, Team Building, Projects, System Design, SDLC, Risk Management, Project Portfolio..., Vendor Management, Business Analysis, Program Management, IT Strategy, Software Project..., Integration, MS Project, Project Management, SharePoint, Software Development, Team Management, SQL, Fixed Income, PMO
Education
Drew University 2004 — 2010
State University of New York at Stony Brook 1985 — 1988
Earth and Space Sciences - Crystallography
State University of New York College at Oswego 1981 — 1985
BS, GeoChemistry/Geology
Corinth Central 1977 — 1981
Regents
LMAX Exchange 2014 - Present
Bank of America July 2011 - September 2014
Credit Suisse March 2004 - July 2011
ABN AMRO 1997 - 2000
TUDOR INVESTMENT CORPORATION February 1989 - March 1993
Skills
Electronic Trading, FX Options, Fixed Income, Trading Systems, Trading, Financial Markets, Derivatives, Hedging, Asset Management, Banking, Capital Markets, Investment Banking, Alternative Investments, Risk Management, Options, Equities, Bloomberg, Currency, Hedge Funds, Proprietary Trading, FX trading
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, finance/marketing
Denison University 1977 — 1981
BA, Biology/Classics
NTT Data 2012 - October 2014
Standard & Poor's 2012 - 2012
Deerkill Day Camp 2010 - 2011
Barclays November 2009 - April 2010
Credit Suisse April 2004 - January 2009
Thomson Financial September 2002 - February 2004
Accenture January 1997 - January 2002
Skills
Derivatives, Business Transformation, Integration, Process Improvement, Business Analysis, Change Management, Testing, Software Documentation, Business Process..., Requirements Analysis, CRM, Project Management, Business Process Design, IT Strategy, PMP, Program Management, Vendor Management, SQL, User Training, Management, Offshoring, Management Consulting, Business Requirements, User Interface Design, Business Process Mapping, Six Sigma, Business Process, SDLC, Requirements Gathering, PMO
Education
Dickinson College 1993 — 1997
BA, International Studies, Spanish, Latin American Studies
Cursos para Extranjeros, Universidad de Málaga 1995 — 1995
Certificate, Spanish Language and Literature
Emmaus High School 1990 — 1993
(NCS Technologies, Inc) Comcast Cable June 2015 - Present
(Apex Systems) Deloitte December 2014 - May 2015
(ATOS) McGraw Hill March 2014 - November 2014
Comcast Cable / Comcast Interactive Media November 2006 - February 2014
Credit Suisse January 1999 - October 2006
Automated Financial Technology, Inc May 1996 - December 1998
HBOC, Inc September 1990 - May 1996
E.I. DuPont de Nemours & Co., September 1988 - April 1989
Skills
Solaris, Unix, Disaster Recovery, Servers, NetApp, Data Center, Windows Server, Troubleshooting, System Administration, Technical Support, RedHat, Cluster, Security, Veritas Volume Manager, Linux, Hardware, System Deployment, Unix Shell Scripting, Networking, Netbackup, Storage, Software Documentation, Infrastructure, Perl, Sun, Bash, Veritas Cluster Server, Network Administration, Performance Tuning, Suse, Software Installation, RAID, Operating Systems, Cloud Computing, Solaris Volume Manager, Red Hat Linux, TCP/IP, Enterprise Architecture, Shell Scripting, Linux System..., Storage Area Networks, Virtualization, Windows, Nagios, Omniture, DotCom, Racktables, Graphite, collectd
Education
Drexel University 1983 — 1988
B.S. Business and Administration, MCIS
Cinnaminson HS 1980 — 1983
THINK Partners LLC November 2011 - Present
Macquarie Bank November 2007 - July 2011
Leerink Swann April 2004 - January 2007
Credit Suisse 2000 - 2004
Sanford C. Bernstein 1994 - 2000
Electronic Data Systems March 1992 - May 1994
IBM June 1987 - March 1992
Skills
Equities, Hedge Funds, Equity Research, Capital Markets, Bloomberg, Investments, Asset Managment, Series 7, Investment Banking, Alternative Investments, Portfolio Management, Valuation, Equity Trading, Fixed Income, Financial Markets, Trading, Venture Capital, Asset Management, Private Equity, Options, Emerging Markets, Commodity
Education
Drake University 1983 — 1987
BS, Finance, General
Ventura College 1982 — 1983
Valens Securities June 2012 - Present
Institute of Strategy & Valuation 2010 - Present
Valens Securities August 2012 - January 2014
Valens Securities 2009 - 2012
Institute of Strategy & Valuation 2009 - 2010
Credit Suisse July 2008 - December 2008
Turner Construction 2004 - 2007
MaComber Builders May 2004 - December 2004
Skills
Trading Strategies, Analysis, Valuation, Microsoft Excel, Financial Analysis, Microsoft Office, Project Management, Financial Modeling, Business Development, Research, Process Improvement, PowerPoint, Business Strategy, Microsoft Word, Strategic Planning, Team Building, Program Management, Project Planning, Business Analysis, Operations Management, Strategy, Trading, Entrepreneurship, Risk Management, Equities, Leadership, Teaching, Management Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Teaching in Master of Business Administration level coursework in Strategic Valuation
Hult International Business School
Northeastern University
Bachelors, Civil Engineering
Allianz Global Investors August 2015 - Present
HRG Group, Inc. February 2014 - May 2015
NYSE Euronext August 2012 - December 2013
Wachtell, Lipton, Rosen & Katz February 2011 - August 2012
Credit Suisse September 2008 - February 2011
Skills
Securities Regulation, Legal Research, Corporate Governance, Westlaw, Legal Writing, Corporate Law, Litigation, Litigation Support, Securities, Legal Assistance, Intellectual Property, Document Review, Due Diligence, Private Equity, Mergers, Research, Lexis, FINRA, Public Policy, Policy Analysis, Licensing, Commercial Litigation, Bankruptcy, Securities Litigation, Joint Ventures, Arbitration, Cross-border..., Dodd-Frank, Fund Of Funds, Contract Negotiation, Legal Documents
Education
Dickinson College 2004 — 2008
BA, American Studies
Dickinson College 2004 — 2008
Bachelor of Arts (B.A.), American Studies
St. Andrew's School
St. Philips
St. Philips
St. Philips Academy
Credit Suisse October 2014 - Present
SunGard Consulting Services February 2012 - September 2014
Deloitte & Touche March 2010 - February 2012
SunGard Consulting Services May 2007 - March 2010
Westwater Corp June 2006 - May 2007
Capco August 2005 - June 2006
Broadridge (previously ADP Brokerage Services Group) October 1999 - August 2005
Oppenheimer & Co. (previously Fahnestock & Co.) June 1999 - October 1999
Fidelity Investments September 1996 - May 1999
Skills
Strategy, Leadership, Equities, Banking, IT Strategy, Integration, Capital Markets, Management, Financial Services, Back Office, Business Transformation, Program Management, Business Analysis, Operations Management, Governance, SDLC, Executive Management, Mutual Funds, Business Process..., Fixed Income, Enterprise Risk..., Business Intelligence, Trading, Analysis, PMO, Project Portfolio..., Order & Execution..., FIX, Trading Compliance &..., Equity and Option..., Streetside functions, Clearing models, Asset Servicing..., Mutual Fund Operations, Front Office functions, MIddle Office functions, Back Office functions, Business Strategy, Derivatives, Process Improvement, Business Process Design, Change Management, Dodd-Frank, Risk Controls, Operational Risk, Business Process
Education
Dowling College 2002 — 2004
Masters of Business Administration, General Management
Pace University - Lubin School of Business
Bachelor of Business Administration, Business Economics
Sogeti USA October 2011 - October 2012
Credit Suisse September 2008 - March 2011
Diamond Dealers Club March 2007 - September 2008
ConEdison, New York NY February 2005 - March 2007
DB Concepts, Woburn MA August 2000 - February 2005
E-Biz Concepts May 1997 - August 2000
Skills
Business to Business..., .net development, Software Project..., Proposal Development, Technical Project..., Data Migration, ETL, ASP.NET, Microsoft SQL Server, Oracle, .NET, Applications, Visio, Business Analysis, Proposal Writing, SDLC, Requirements Analysis, Business Intelligence, Web Services, Software Development, AJAX, Project Management, Integration, Agile Methodologies, SQL, SharePoint, Databases, Enterprise Architecture
Education
Dharmsinh Desai Institute of Technology 1995 — 1998
Masters, Computers
BP Capital Management September 2015 - Present
Credit Suisse July 2013 - September 2015
Notre Dame Investment Office December 2012 - May 2013
Credit Suisse June 2012 - August 2012
Wasatch Funds August 2011 - May 2012
Protiviti, Inc. August 2007 - July 2011
AXA Advisors July 2006 - August 2006
FBOP Corporation January 2006 - June 2006
Skills
Portfolio Management, Financial Modeling, Finance, Financial Analysis, Equity Research, Risk Management, Investments, Business Valuation, Credit Analysis, Bloomberg, Credit, Securities, Asset Allocation, Equities, Financial Advisory, Capital Markets, Analysis, Financial Services, Strategy, Consulting
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (M.B.A.), Investments, Corporate Finance
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics and Management
Wake USA LLC May 2014 - Present
Credit Suisse July 2011 - May 2014
Sparians November 2010 - June 2011
Youbiquity Media September 2010 - February 2011
Lehman Brothers/Barclays Capital July 2005 - July 2010
Philadelphia Eagles April 2009 - January 2010
University of Pennsylvania May 2004 - September 2004
Skills
Trading Systems, Electronic Trading, Trading, Management, Leadership, Sales, Business Development, Customer Service, Unix, Financial Services, Sports Marketing, Equity Trading, Event Management, Social Media, Equities, Social Media Marketing, FIX, Market Data, Options, Securities, Financial Markets, Bloomberg
Education
Drexel University 2008 — 2010
M.S., Sport Management
University of Pennsylvania 2001 — 2005
B.S., Economic and Financial Systems Engineering
Credit Suisse October 2012 - Present
Financial Clients February 2010 - October 2012
Hewitt Associates April 2004 - September 2006
NIIT Technologies Limited October 2002 - March 2004
NIIT Ltd. September 1999 - March 2002
Skills
Program Management, Software Project..., PMP, Project Portfolio..., PMO, Agile Project Management, Vendor Management, Resource Management, Recruiting, IT Outsourcing, Training, Business Analysis, Project Management, Requirements Gathering, Management, SDLC, Project Delivery, Offshoring, Requirements Analysis, Portfolio Management, Business Development, Governance, Project Governance, MS Project, Visio, SharePoint, Stakeholder Management, Business Process..., Global Delivery, Team Management, ERP, Strategy, IT Strategy, Business Process, Outsourcing, Leadership, Service Delivery, Risk Management, Business Process..., Information Technology, Business Transformation, IT Service Management, IT Management, ITIL, Business Intelligence, CMMI, Business Requirements, Integration, CRM, Solution Architecture
Education
PMI 2009 — 2009
PMP, Project Management
Symbiosis institute of Management Studies 1998 — 2000
Executive MBA, Human Resources Management and Services
Delhi University 1995 — 1998
Bachelors in Commerce, Commerce (Economics and Accouting)
National Institute of Information Technology 1995 — 1998
GNIIT- 3yr. Diploma in IT Software, IT - (Major: Java, .Net, SQL)
Royal Bank of Scotland, Singapore May 2010 - January 2014
Credit Suisse August 2008 - September 2009
Fidelity Investments November 2007 - August 2008
Xansa February 2005 - November 2007
Skills
Sybase, Spring, ClearCase, Struts, Core Java, JDBC, Websphere, Servlets, Hibernate, Java Enterprise Edition, Weblogic, JSP, Ant
Education
Delhi University 2000 — 2004
Bachelor of Information Technology, IT
Grosvenor Capital Management April 2012 - Present
Northern Trust Hedge Fund Services April 2011 - April 2012
Credit Suisse August 2007 - April 2011
Mesirow Financial June 2006 - August 2006
Skills
Hedge Funds, Financial Services, Alternative Investments, Fixed Income, Equities, Asset Management
Education
The University of Chicago Booth School of Business 2014 — 2016
DePaul University 2008 — 2009
Certificate Program in Financial Planning
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science in Business, Finance - Real Estate
Università Cattolica del Sacro Cuore 2006 — 2006
Study Abroad Student
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Study Abroad Student
Confidential (Investment Banking - Human Resources) January 2015 - Present
Confidential - IB Global Technology 2013 - 2014
Carlisle Consulting Services 2011 - 2013
Tephra Inc 2008 - 2011
Credit Suisse 2005 - 2008
JP Morgan 2005 - 2005
Computer Associates, Inc 2005 - 2005
J.P. Morgan 2003 - 2004
Motorola Mobility 1998 - 2001
Bell Laboratories 1997 - 1998
Skills
Talent Management, Recruiting, Business Analysis, Management, Executive Search, Strategy, Human Resources, Project Management, SDLC, Process Improvement, Technical Recruiting, Consulting, Internet Recruiting, Talent Acquisition, Contract Recruitment, Executive Management, Business Strategy, Leadership, Sourcing, Vendor Management, Business Development, Benefits Negotiation, Applicant Tracking..., HRIS, ERP, Screening, Leadership Development, Staffing Services, Human Capital, Resource Management, Onboarding, Hiring, Interviews, Employee Relations, Executive Reporting, Staff Augmentation, College Recruiting, Personnel Management, Permanent Placement, Account Management, Performance Management, Deferred Compensation, Full-cycle Recruiting, Taleo Implementation, Project Implementation, Innovative Thinking, Sourcing & Procurement, Employee Engagement, IT Recruitment, Project Cost Control
Education
Villanova University 2011 — 2012
MS, Human Resources Development
DeVry University 2001 — 2004
BSBA, Business Administration, concentrating in Project Management
Kaizen Technologies Inc. - A Certified PMI School
PMP Certification for Professional Continuing Education (2014-2015), Project Management Program (PMP)
Credit Suisse October 2013 - Present
Skills
Social Media, Digital Media, Product Management, iPhone, iPad, Mobile Applications, Mobile Strategy, Product Marketing, Foreign Investment, B2B eCommerce, Business Development, Online Advertising, Business Analysis, Technology Management, E-commerce, B2B, Strategy, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Management, Financial Modeling, Start-ups, Private Equity, Equities, Entrepreneurship, Investment Banking, Due Diligence, Corporate Finance, Strategic Partnerships, Business Strategy, Business Intelligence, Emerging Markets, Risk Management, Portfolio Management, Financial Services, Asset Management, Capital Markets, Fixed Income, Marketing, Investments, Leadership, Analytics
Education
The University of Chicago Booth School of Business 1990 — 1990
MBA
Denison University
BA
Credit Suisse September 2010 - Present
Dow Jones October 2009 - September 2010
Wipro Technologies May 2007 - October 2009
Wipro Technologies November 2003 - April 2007
Transpro Technologies August 2002 - November 2003
Objectsoft Group India (Pvt) Ltd June 2000 - July 2002
Skills
Java Enterprise Edition, Requirements Gathering, SOA, SDLC, Spring, Oracle, Weblogic, Java, Requirements Analysis, Struts, Unix, XML, Credit Risk, Basel II, Enterprise Architecture, JMS, Websphere, Agile Methodologies, Software Project..., Business Analysis, Hibernate, PL/SQL, J2ee, SQL/PLSQL, Portfolio Management, Equities, Telecommunications, Media & Entertainment, UML, SQL, JSP, Unix Shell Scripting, Banking, Web Services, EJB, Agile, RESTful WebServices, iBatis, Basel III, Market Risk, Basel I, JBoss Application Server, Securitization, Trading, Batch Processing, Multithreading, RWA, Core Java, Java Swings, Glassfish
Education
Doctor Babasaheb Ambedkar Marathwada University 1996 — 2000
Bachelor of Engineering, Computer Science
M.B.E.S College Of Engineering 1996 — 2000
Bachelor Of Engineering, Computer Science
Bloomberg LP 2013 - 2014
Contractor 2011 - 2012
Credit Suisse 2006 - 2011
Sony Pictures Entertainment 2000 - 2005
Chicago Public Schools 1997 - 2000
Education
DePaul University
Master of Education (M.Ed.), Education
State University of New York College at Buffalo
Bachelor of Arts (B.A.), Communications
DePaul University July 2011 - Present
Concordia University August 2009 - July 2011
Credit Suisse January 2008 - December 2008
Skills
Student Financial Aid, Higher Education, Customer Service, PeopleSoft, Microsoft Office, Leadership, Public Speaking, Student Loans, Verification, Banner System, Microsoft Excel, Research, PowerPoint, Microsoft Word, Creativity Skills
Education
DePaul University 2012 — 2016
MBA, Human Resources Management/Personnel Administration, Leadership and Change Management, General
DePaul University 2012 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
DePaul University 2006 — 2010
Bachelor of Science, Accounting
Credit Suisse July 2015 - Present
Northwestern Mutual March 2014 - July 2015
Guaranteed Rate September 2013 - February 2014
Guaranteed Rate July 2012 - August 2013
Motorola Employees Credit Union May 2009 - January 2010
Skills
Sales, PowerPoint, Time Management, Microsoft Excel, Microsoft Office, Finance, Customer Service, Analysis, Leadership, Budgets, Financial Analysis, Microsoft Word, Credit, Budget, Auditing, Outlook, Access, Mutual Funds, Investments, Wealth Management, Strategic Finance, Life Insurance
Education
DePaul University 2010 — 2013
Bachelor of Science (B.S.), Finance
Wellbeing with Brittany March 2015 - Present
Green Wagon December 2013 - Present
Fiver Children's Foundation September 2010 - Present
Arda Capital Management 2012 - November 2013
Credit Suisse June 2010 - May 2012
Credit Suisse September 2008 - June 2010
Provident Group December 2007 - January 2008
Skills
Valuation, Investor Relations, Hedge Funds, Bloomberg, Investment Banking, Equities, Fixed Income, Alternative Investments, Series 7, PowerPoint, Financial Modeling, Investments, Private Equity, Bloomberg Terminal, Equity Research, Capital Markets, Social Media, Microsoft Office, Management
Education
Holistic Nutrition Lab 2015 — 2016
Functional Nutrition
Institute for Integrative Nutrition 2014 — 2015
Certification, Holistic Health Coach, Holistic Health
Dickinson College 2004 — 2008
Bachelor of Arts (B.A.)
Citi June 2013 - Present
PNC November 2010 - June 2013
BlueWater Ventures October 2008 - September 2010
Bank of America 2005 - 2008
TD May 2004 - February 2005
Citi May 2003 - September 2003
Credit Suisse May 2001 - September 2001
Skills
Consumer Lending, Small Business Lending, Lines Of Credit, Loans, Public Speaking, Business Analysis, Business Development, Marketing Strategy, Coaching, Leadership Development, Talent Management, Sales Management, Banking, Retail Banking, Branch Management, Cross Selling, Customer Service, Investments, Risk Management, Relationship Management, Negotiation, Sales, Team Building, Portfolio Management, Strategy, Mutual Funds, Management, Wealth Management, Financial Modeling, Team Leadership, Team Management, Competitive Analysis, New Business Development, Selling, Leadership, Commercial Banking, Commercial Lending, Customer Experience, Mortgage Lending, Credit, Credit Analysis, Finance, Financial Services, Insurance, Sourcing, Financial Analysis, Loan Origination, Underwriting
Education
DePauw University 1999 — 2003
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Relus Technologies January 2015 - June 2015
Centerline Partners January 2014 - October 2014
Slalom Consulting July 2013 - November 2013
Blueprint Software Systems December 2011 - May 2013
Blueprint Software Systems April 2010 - October 2011
Credit Suisse August 2008 - October 2009
iRise June 2006 - June 2008
iRise March 2005 - June 2006
White Mountains Capital January 2004 - February 2005
Accenture September 2000 - December 2003
Skills
Management Consulting, Technology Consulting, IT Strategy, Cloud Computing, Software Sales, Business Process..., Business Analysis, Strategic Alliances, Business Alliances, Strategic Planning, Client Issue Resolution, Issue Resolution..., SDLC, Requirements Analysis, Project Management, Integration, Program Management, CRM, Enterprise Software, Business Process, Product Management, Requirements Gathering, Process Improvement, Leadership, Management, Business Development, Change Management, Testing, SaaS, Project Planning, Strategy, Team Management, Professional Services, Analytics, Analysis, Software Development, Strategic Partnerships, Sales, New Business Development, Sales Management, Account Management, Functional Requirements, Non-Functional..., Enterprise-wide..., Business Rules, User Stories, Resource Allocation, Consulting, Business Intelligence, Business Process...
Education
Drexel University
BS, Information Systems and Technology, Magna Cum Laude
Rutgers Pharmacy
Pharmacy
Life Mastery Institute October 2000 - Present
Bodhi Spiritual Center April 2015 - Present
Bodhi Spiritual Center October 2013 - March 2015
Beyond Properties Realty Group October 2000 - January 2014
Bodhi Spiritual Center March 2013 - September 2013
Bodhi Spiritual Center December 2012 - February 2013
Bank of America October 2006 - May 2012
Melaleuca:The Wellness Company February 2009 - January 2012
Marathon Financial Group January 2004 - September 2005
Credit Suisse October 2000 - December 2002
Skills
Leadership Development, Sales Process, Entrepreneurship, Banking, Small Business, Sales, Coaching, Leadership, Real Estate, Individual Development, Credit, Negotiation, Team Building, Marketing, Mortgage Lending, Strategic Planning, Loans, New Business Development, Customer Service, Public Speaking, Training, Event Planning, Management, Sales Management, Fundraising, Business Development, Customer Satisfaction, Budgets, Organizational..., Selling, Business Strategy, Business Planning, Account Management, Contract Negotiation, Management Consulting, Social Networking, Operations Management, Strategy, CRM, Public Relations, Luxury, Marketing Strategy, Team Leadership, Motivational Speaking, Customer Retention, Online Marketing, Single Family Homes, Social Media Marketing, Retail, Start-ups
Education
Emerson Theological Institute 2013 — 2015
Philosophy and Religious Studies
DePaul University 2000 — 2005
PepsiCo March 2013 - Present
Kelly Services February 2010 - March 2013
Trafigura September 2009 - January 2010
RBS Sempra Metals & Concentrates plc April 2004 - September 2009
RBS Sempra Commodities June 2002 - June 2004
Credit Suisse April 2000 - October 2001
Donaldson, Lufkin & Jenrette August 1998 - April 2000
Skills
Customer Service, Strategic Planning, Event Planning, Microsoft Office, Public Speaking, Management, Team Building, Budgets, Microsoft Excel, Outlook
Education
Drew University 1996 — 1998
Bachelor's degree, Economics
Rollins College 1994 — 1996
Economics
Oak Park Temple August 2013 - Present
Forest Agency Insurance March 2012 - Present
Credit Suisse May 2006 - February 2012
Credit Suisse May 2006 - May 2008
ABN AMRO Bank N.V. May 2000 - May 2006
Skills
Accounts Payable, Banking, Accounting, Account Reconciliation, Accounts Receivable, Payroll, Process Improvement, Investments, Analysis, Portfolio Management, Cash Flow, Finance, Management, Tax, Invoicing, Financial Analysis
Education
DePaul University 2007 — 2014
Bachelor of Science (B.S.), Accounting
Landolt Securities, Inc. January 2012 - Present
William Blair & Company January 2005 - December 2008
Credit Suisse January 2000 - January 2005
TDS corporate January 1987 - August 1993
Skills
Sales, Strategic Planning, Marketing
Education
DePaul University 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1980 — 1983
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Morgan Stanley December 2014 - Present
Credit Suisse July 2011 - 2014
UBS 2010 - 2010
TriPoint Global Equities 2009 - 2009
Skills
Asset Allocation, Bloomberg, Investments, Financial Modeling, Relationship Management, Microsoft Excel, Wealth Management, Commercial Real Estate, Mutual Funds, Series 7, Real Estate, Investment Advisory, Private Equity, Private Banking, Due Diligence, Secured Funding, Money Market fund, Economics, Wealth Management..., Emerging Markets, Portfolio Management, Financial Services, Asset Managment, Financial Analysis, Series 66, Sales
Education
Dickinson College 2007 — 2011
Bachelor of Arts (B.A.), Economics
New York University
professional development, Real Estate Financial Analysis
University of East Anglia
study abroad program, economics, mathematics
State Street Global Advisors March 2008 - Present
Investors Bank & Trust 2001 - 2007
Credit Suisse 1999 - 2000
Citi 1988 - 1998
Skills
Financial Markets, Equities, Bonds, Financial Services, Fixed Income, Securities, Investment Management, Mutual Funds, Investments, Banking, Financial Analysis, Hedge Funds, Trading, Sales, Asset Management, Capital Markets, Treasury Management, Relationship Management, Asset Allocation, Portfolio Management, Series 7, Cash Management, Alternative Investments, Derivatives, Bloomberg, Financial Modeling, Risk Management, Series 63, FX Options
Education
Dowling College
State University of New York College at Oneonta
Plante Moran October 2014 - Present
Deloitte Tax LLP July 2011 - October 2014
Credit Suisse January 2009 - May 2011
Skills
Income Tax, Financial Accounting, Financial Reporting, GAAP, Accounting, Auditing
Education
DePaul University
Bachelor of Science, Accounting and Finance
UBS August 2012 - Present
Royal Bank of Scotland March 2011 - February 2012
Credit Suisse March 2008 - April 2011
Credit Suisse January 2006 - March 2008
Credit Suisse January 2001 - December 2005
First Chicago Corporation 1995 - 1997
Skills
Financial Planning, Expense Management, Due Diligence, Financial Analysis, Restructuring, Private Equity, Divestitures, Financial Modeling, Corporate Finance, Valuation, Financial Reporting, Business Planning, Accounting, Strategic Planning, Dispositions, Business Strategy, Corporate Development, Acquisition Integration, Business Valuation, M&A experience, M&A due diligence, International Project..., International Management, Hyperion Planning, Hyperion Enterprise
Education
DePaul University 1994 — 1995
MBA, International Finance
University of Wisconsin-Madison 1981 — 1985
Bachelor of Business Adminstration, Finance
Boeing July 2012 - Present
Credit Suisse June 2011 - August 2011
Merrill Lynch June 2010 - July 2010
Skills
Excel, Word, Databases, PowerPoint, Research, Microsoft Word, Microsoft Excel, Microsoft Office, Community Outreach, Management, Leadership, Data Analysis, Access, Team Leadership, Time Management, Analysis, Training
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA), Business Analytics
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and International Business
Curtin University of Technology 2010 — 2010
Bachelor of Science, Finance and International Business
CEB March 2013 - Present
PGi July 2012 - February 2013
Browning & Sons Jewelry September 2007 - July 2012
Prime International Trading, Ltd June 2011 - September 2011
Credit Suisse June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Market Research, Customer Service, Outlook, Financial Analysis, Financial Modeling, Teamwork, Marketing, Salesforce.com
Education
DePaul University 2008 — 2011
Bachelor of Science, Finance
Hinsdale Central High School 2002 — 2006
JPMorgan Chase & Co. February 2014 - Present
Bank of America/Merrill Lynch November 2013 - February 2014
Credit Suisse May 2010 - October 2012
Goldman Sachs April 2005 - May 2010
Sapient Corp February 1998 - April 2005
Education
Stony Brook University 1996 — 1997
MS, EE & Computer Architecture
Devi Ahilya Vishwavidyalaya 1991 — 1995
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Credit Suisse February 1985 - Present
Credit Suisse First Boston 1985 - Present
Skills
Investment Banking, Disaster Recovery, IT Strategy, ITIL, Enterprise Architecture, Business Continuity, SDLC, Vendor Management, Process Improvement, Blackberry Enterprise..., Infrastructure, IT Management, IT Service Management, IT Operations, Enterprise Software, Virtualization
Education
DeVry University
State Street Global Exchange 2014 - Present
Credit Suisse January 2011 - 2014
Credit Suisse August 2007 - December 2010
Credit Suisse April 2006 - August 2007
Credit Suisse September 2005 - April 2006
Santa Barbara Alpha Strategies 2003 - 2005
Dolphin Capital Management Inc. 2001 - 2003
Franklin Templeton Investments 2000 - 2002
Atlantic Portfolio & Management (APAM) 1996 - 2000
International Trading Institute 1995 - 1996
Skills
Capital Markets, Hedge Funds, Corporate Finance, Private Equity, Derivatives, Risk Management, Trading, Due Diligence, Financial Structuring, Emerging Markets, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Fund Of Funds, Fixed Income, Investments, Wealth Management, Financial Modeling, Financial Analysis, Financial Markets, Valuation, Investment Banking, Structured Products, Securities, Asset Management, Structured Finance, FX Options, Private Banking, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1993
MBA, Finance, with Distinction
Maurice A. Deane School of Law at Hofstra University 1989 — 1992
JD, Law
University of Notre Dame 1986 — 1989
BA, Economics
Bank of America July 2011 - Present
Credit Suisse December 2005 - July 2011
General Electric November 2004 - December 2005
Birlasoft 2000 - 2005
Birlasoft Limited Noida 2000 - 2004
IFlex Solutions (Now Oracle) April 2000 - November 2000
Duratech Solutions 1997 - 2000
Skills
Valuation, Credit, Financial Risk, FX Options, Basel II, Basel III, Credit Risk, Market Risk, Program Management, Dodd-Frank, Collateral Management, Financial Modeling, Monte Carlo Simulation, Credit Derivatives, Sensitivity Analysis, Attribution Modeling, Stock Picking, Enterprise Risk..., Trading, Strategy, Trading Systems, Middle Office, Corporate Finance, Operational Risk, Asset Managment, Capital Markets, Prime Brokerage, Financial Analysis, Analysis, Management, Financial Services, Bloomberg, Banking, Equity Derivatives, Interest Rate..., Structured Finance, Integration, Hedge Funds, Financial Markets, Risk Management, Leadership, Swaps, Portfolio Management, Private Equity, Options, Structured Products, Commodity, Bonds, Alternative Investments, Emerging Markets
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance
Delhi University 1995 — 1998
Bacholer of Commerce, Accounting
Credit Suisse June 2007 - Present
Skills
Investment Banking, Capital Markets, Credit Risk, Portfolio Management, FX Options, Derivatives, Trading, Corporate Finance, Fixed Income, Banking, Credit, Credit Analysis, Due Diligence, Financial Institutions, Hedge Funds, Bloomberg, Financial Markets, Securities, Structured Finance, Private Equity, Equities, Structured Products, Valuation, Risk Management, Emerging Markets, Investments, Private Banking, Financial Structuring, Swaps, Enterprise Risk...
Education
Drew University
Economics
Credit Suisse July 2014 - Present
US ARMY EOD April 2010 - April 2012
US ARMY EOD 2006 - 2011
US Army August 2009 - April 2010
US ARMY EOD March 2008 - July 2009
US Army February 2007 - March 2008
Skills
Operational Planning, Afghanistan, Army
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
DePaul University 2002 — 2006
BS, Finance
Draper and Kramer December 2013 - December 2014
Credit Suisse June 2004 - June 2010
Skills
Financial Analysis, Financial Modeling, Analysis, Microsoft Office, Investments, Asset Management, Finance, Management, Valuation, Real Estate
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
The University of Kansas 2000 — 2004
Bachelor of Science (B.S.)
Avista Wealth Management September 2009 - Present
Avista Financial Network, Inc. June 2007 - Present
Orion Capital Management February 2006 - December 2007
Soleil Securities February 2005 - December 2005
Credit Suisse February 2002 - January 2005
HOLT Value Associates September 1998 - January 2002
Skills
Wealth Management, Portfolio Management, Financial Advisory, Investments, Asset Management, Mutual Funds, Retirement Planning, Equities, Investment Advisory, Series 7, Retirement, Series 63, Estate Planning, Pensions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of Cincinnati 1986 — 1991
BBA, Finance & Marketing
Di Monte & Lizak LLC June 2015 - Present
Credit Suisse June 2008 - June 2015
Crowley & Lamb, P.C. May 2013 - May 2014
Credit Suisse September 2008 - April 2012
Credit Suisse June 2008 - September 2008
Skills
Accounting, Tax, Investments, High Net Worth..., Financial Analysis, Financial Planning, Portfolio Management
Education
DePaul University College of Law 2011 — 2014
Juris Doctor, May 2014, Taxation, Trust & Estates, & Corporate Law
DePaul University 2007 — 2011
BS, Accounting with a Concentration in Internal Audit & Minor in Economics, Cum Laude
Bank of Tokyo-Mitsubishi UFJ September 2012 - Present
Credit Suisse September 2008 - August 2012
TPG-AXON Capital July 2008 - September 2008
Credit Suisse May 2006 - July 2008
Caxton Associates LLC February 2006 - May 2006
Credit Suisse First Boston May 2005 - February 2006
Bank of America January 2003 - May 2005
Bank of America May 2001 - January 2003
Bank of America January 1997 - May 2001
Skills
Credit Risk, Market Risk, Middle Office, Back Office, Dodd-Frank, FX Options, Interest Rate..., Foreign Exchange, Front Office, Basel II
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
Delhi University 1991 — 1993
Masters, Business Economics
Delhi University 1988 — 1991
Bachelor of Arts (Hons), Economics
Kimco Realty Corporation August 2015 - Present
Barclays July 2014 - July 2015
J. P. Morgan Securities Inc. March 2007 - June 2014
Credit Suisse April 2005 - March 2007
Skills
Real Estate Finance, Structured Finance, Structuring, Loans, Credit Risk, Commercial Real Estate, Credit, Commercial Mortgages, Real Estate Economics, Due Diligence, Investments, Real Estate, Finance, Underwriting, Valuation, CMBS
Education
University of Missouri-Columbia, College of Business 2001 — 2004
Master of Business Administration (M.B.A.)
University of Missouri-Columbia School of Law 1999 — 2003
Juris Doctorate
DePauw University 1996 — 1999
BS, History
Credit Suisse September 2014 - Present
JPMorgan Chase January 2013 - September 2014
Credit Suisse June 2010 - December 2012
Credit Suisse February 2008 - June 2010
Symantec June 2006 - January 2008
Persistent Systems November 2004 - May 2006
Formulasys India Limited January 2003 - November 2004
Skills
Java Enterprise Edition, Servlets, JSP, Java, Weblogic, Struts, Hibernate, JUnit, XML, Spring, JMS, Agile Methodologies, SOA, Perl, Core Java, JDBC, OOAD, PL/SQL, Web Services, Unix Shell Scripting, Spring Framework, Tomcat, EJB, Ant, WebLogic, Shell Scripting
Education
Doctor Babasaheb Ambedkar Marathwada University
Master of Computer Applications (M.C.A.), Computer Science
Citi September 2013 - Present
Credit Suisse May 2004 - September 2013
RMIC 2002 - 2004
PwC 2000 - 2001
Ascent Computing Group 1998 - 2001
Calcom 1994 - 1995
Skills
Program Management, Trading, IT Strategy, Compliance, Architecture, Banking, Investment Banking, SDLC, Strategic Planning, IT Governance, Software Project..., Governance, Risk Management, Team Management, Integration, Strategy, Requirements Analysis, Business Analysis, Business Intelligence, Management, Enterprise Architecture, Vendor Management, Business Process, Portfolio Management, Fixed Income, Derivatives, Project Portfolio..., Business Transformation, Project Management, Requirements Gathering, Analysis, Leadership, Financial Services, PMO, Data Warehousing, Information Technology, Trading Systems, Outsourcing, Executive Management, Trade Compliance, Market Risk, Solution Architecture, Prime Brokerage, Architectures, Web Applications, Anti Money Laundering, Equity Derivatives, Credit Derivatives, Reference Data
Education
Delhi University 1992 — 1994
M Sc, Operation Research
Delhi Vishwavidyalaya 1989 — 1994
Master of Science (M.Sc.), Operations Research
Credit Suisse April 2010 - Present
Amar Shakti July 2008 - Present
Crédit Agricole CIB June 2014 - December 2014
Deutsche Bank September 2008 - April 2010
Lehman Brothers April 2007 - September 2008
Goldman Sachs February 2004 - April 2007
A.M.Enterprises September 2002 - January 2004
Skills
Business Analysis, Data Analysis, Software Project..., Risk Management, Project Management, Process Improvement, Capital Markets, Equities, Management, Portfolio Management, Trading Systems, SDLC, Derivatives, Fixed Income, Trading, Unix, Requirements Analysis, Analysis, User Acceptance Testing, SQL, Investment Banking
Education
IESE Business School - University of Navarra 2014 — 2014
Course Credit, Critical Perspectives on Management
NLP Center of New York, NY 2014 — 2014
NLP Practitioner, Business Coaching
University of Toronto 2013 — 2013
Statistical Science, Statistics
Delhi University 1998 — 2002
BIS, Computer Science
Delhi University
Green Fields Public School
Credit Suisse 2007 - Present
Citigroup NY 1996 - 2007
Chase Manhattan Bank 1985 - 1996
Skills
Banking, Information Technnology, IT Service Management, Business Analysis, Financial Services, Portfolio Management, PMO, Governance, Vendor Management, Project Management, SDLC, Risk Management, IT Strategy, Information Technology, Test Management, Project Portfolio..., User Acceptance Testing, Program Management, Change Management, Team Building
Education
Dickinson College 1981 — 1985
Bachelor of Arts (BA), Economics and Psychology
DePaul University Department of Finance September 2013 - Present
DePaul University September 2006 - Present
Handler Thayer, LLP May 2011 - April 2015
The John Marshall Law School January 2000 - December 2013
Credit Suisse May 2005 - April 2011
Legal and Accounting January 1990 - May 2005
Skills
Martindale-Hubbell AV...
Education
DePaul University
BS Accountancy, Accounting
The John Marshall Law School
JD, cum laude, Certificate in Estate Planning
The John Marshall Law School
LLM, with honors, Employee Benefits
Glenbrook South High School
Credit Suisse June 2001 - Present
arthur andersen 1998 - 2001
Skills
Portfolio Management, Equities, Financial Modeling, Derivatives, Equity Research, Valuation, Fixed Income, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Financial Analysis
Education
DePaul University 1996 — 2000
Credit Suisse September 2005 - Present
SmithBucklin December 2003 - August 2005
CoAMS May 2001 - December 2003
Education
DePaul University 1997 — 2001
BA, Communication / Marketing
Port Jefferson School District September 2011 - Present
Massapequa UFSD April 2010 - September 2011
Port Jefferson UFSD June 2008 - April 2010
COUGHLIN FOUNDOTOS CULLEN & DANOWSKI November 2007 - June 2008
DEUTSCHE BANK October 2006 - February 2007
CREDIT SUISSE July 2000 - October 2006
SALOMON SMITH BARNEY March 1997 - July 2000
Army National Guard May 1990 - April 2000
PRUDENTIAL SECURITIES May 1995 - March 1997
MEENAN OIL CO July 1992 - August 1994
Skills
Financial Analysis, Pivot Tables, Financial Reporting, Finance, Forecasting, Financial Modeling, Budgets, Management, Risk Management, Microsoft Excel, Accounting, Microsoft Office, Strategic Planning, Leadership, Process Improvement, Project Management, Training, Team Leadership, Financial Accounting
Education
Dowling College 2007 — 2009
SDBL, School District Business Leader Certification
Dowling College 2007 — 2008
MBA, Public Management
Siena College 1988 — 1992
BBA, Accounting
Credit Suisse March 2009 - Present
Credit Suisse March 2009 - 2010
Deloitte 2008 - 2008
PHH Corporation 2006 - 2008
CCMIS, PA State Gov. (Deloitte Consulting) 2007 - 2007
AT&T 2000 - 2004
Skills
Business Intelligence, ETL, Data Warehousing, Business Analysis
Education
Stevens Institute of Technology 1999 — 2000
Dharmsinh Desai Institute of Technology
Credit Suisse October 2014 - Present
State of NC AOC June 2008 - December 2014
Spiegel Brands, Inc. 2004 - 2007
JPMorgan Chase August 2003 - September 2004
Spiiegel 2001 - 2003
Eberhard Klemens Co April 1998 - March 2001
CME Group May 1986 - April 1998
Skills
z/OS, JCL, COBOL, CICS, DB2, Disaster Recovery, Requirements Analysis, Databases, Systems Analysis, Data Center, System Administration, Enterprise Architecture, Software Project..., IMS DB/DC, OS/390, VSAM, SharePoint, Unix, Operating Systems, PL/1, REXX, MVS, Mainframe, ISPF, IT Management, Software Documentation, IBM Mainframe, IBM Utilities, AIX, Easytrieve, Software Development, Software Installation, RACF, Endeavor, TSO, WebSphere Application..., Fileaid
Education
DePaul University 1988 — 1993
BS, Operations Management - Service Sector
Sanofi October 2012 - Present
Credit Suisse September 2010 - October 2012
Goldman Sachs April 2004 - July 2010
Deutsche Bank August 2002 - April 2004
Merck 1995 - 2000
Environex 1995 - 1996
Skills
Investment Banking, Valuation, Equities, Risk Management, Capital Markets, Hedge Funds, Financial Modeling, Corporate Finance, Fixed Income, Private Equity, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
Drexel University 1990 — 1995
BS, Chemical Engineering
JPMorgan Chase July 2014 - Present
JPMorgan Chase May 2012 - June 2014
Credit Suisse November 2006 - April 2012
Fidelity Investments April 2006 - October 2006
HCL Technologies January 2004 - January 2006
Education
Guru Gobind Singh Indraprastha University 2001 — 2004
MCA, Computer Applications
Delhi University 1998 — 2001
Credit Suisse September 2006 - Present
Merrill Lynch Investment Managers 2001 - September 2006
JPMorgan 1993 - 2001
Skills
Chartered Financial..., Market Risk, Equities, Hedge Funds, Risk Management, Investments, Asset Management, Financial Risk, Fixed Income, Derivatives, Equity Derivatives, Wealth Management, Financial Markets, Emerging Markets, Capital Markets, Trading, Asset Managment, Alternative Investments, Bloomberg, Structured Products, Investment Banking, Private Banking, FX Options, Valuation, Portfolio Management, Asset Allocation, Financial Modeling, Credit Derivatives, Investment Management
Education
Saint John's University
MBA, Finance
DeVry University 1984 — 1987
BS, Computer Information Systems
Credit Suisse July 2008 - Present
Bear Stearns July 2007 - June 2008
Thomson Financial May 2006 - September 2006
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Valuation, Portfolio Management, Trading Systems, Capital Markets, Financial Modeling, FX Options, Asset Management, Financial Analysis
Education
Pace University 2005 — 2007
Dowling College
Morgan Stanley Private Wealth Management March 2012 - Present
Nuveen Investments February 2010 - March 2012
Credit Suisse April 2008 - February 2010
Merrill Lynch - Private Banking & Investment Group 2006 - 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Financial Analysis
St. Norbert College 2002 — 2006
Bachelor of Business Administration
Daycholah Capital LLC January 2006 - Present
West AM Private Equity Group January 2003 - December 2005
WEST LB November 1991 - December 2005
Credit Suisse September 1977 - October 1991
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Calamos Investments May 2015 - Present
Credit Suisse October 2012 - May 2015
Credit Suisse May 2008 - September 2012
Polished Nickel Capital Management September 2007 - April 2008
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Allocation, Asset Managment, Equities, Investments, Financial Advisory, Fixed Income, Finance, Financial Modeling, Risk Management, Derivatives, Financial Reporting, Bloomberg Terminal
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Concentration: Financial Analysis
McKendree University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Majors: Economics and Finance, Management, Marketing
Barclays Investment Bank March 2014 - Present
Credit Suisse May 2011 - November 2013
Alliance Bernstein March 2007 - May 2011
Pershing, a BNY Mellon company 2000 - 2007
Fidelity Investments 2000 - 2001
Skills
Fixed Income, Equities, Derivatives, Market Data, Options, Quality Center, Bloomberg Terminal, S&P, Asset Control, Hedge Funds, Financial Markets, User Acceptance Testing, Bloomberg, Corporate Actions, Analysis, Asset Allocation, Back Office, Banking, Business Requirements, Credit Derivatives, Due Diligence, Risk Management, Series 63, Swaps, Trading Systems, Strategy, Wealth Management, Requirements Analysis, Training, Finance, Securities, Financial Services
Education
Dowling College 1995 — 2000
BA, Business Management
Dowling College 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Credit Suisse November 2007 - Present
A.G. Edwards May 2006 - November 2007
Education
DePaul University
Fidelity Investments May 2015 - Present
Credit Suisse May 2013 - May 2015
BB&T June 2010 - May 2013
2e2 August 2008 - May 2010
Candor October 2003 - August 2008
1st Software January 2000 - October 2003
1st Software 1999 - 2000
IndyMac 1995 - 1999
Crystal Cathedral 1995 - 1996
U.S. Army 1992 - 1995
Skills
Active Directory, VMware, Infrastructure, Microsoft Exchange, High Availability, Virtualization, Cluster, Hyper-V, Servers, DHCP, Security, DNS, TCP/IP, Networking
Education
DeVry University 1995 — 1998
BSc, Network Management
UniCredit Bank AG July 2000 - Present
Credit Suisse May 1988 - June 2000
Skills
Project Finance, Structured Finance, Leveraged Finance, Private Equity, Corporate Finance, Investment Banking, Financial Structuring, Capital Markets, Emerging Markets, Finance, Financial Modeling, Structured Products, LBO, Credit Risk, Valuation
Education
The George Washington University - School of Business 1986 — 1988
MBA, Finance
Drexel University 1982 — 1986
BS, Finance/Accounting
Drexel University - LeBow College of Business 1982 — 1986
BS, Finance and Accounting
Liberty Realty January 2014 - Present
Credit Suisse June 2000 - June 2008
Credit Suisse May 1997 - June 2000
Credit Suisse June 1990 - May 1997
Skills
Documentations, Equities, Equity Research, Investments, Private Equity, Office Management, Teaching, Series 7, Real Estate, Sales, Marketing, Event Planning, Fixed Income, Investment Banking, Management, Portfolio Management, Securities, Project Management
Education
Dominican College of Blauvelt
BA, Psychology, Education
Avon July 2015 - Present
New York Life Insurance Enterprises February 2009 - April 2013
NEW YORK LIFE INSURANCE – CORPORATE INFORMATION DEPARTMENT (CID) August 2007 - February 2009
Credit Suisse January 2006 - December 2006
Standard Coffee Service Co August 2004 - October 2005
Delta Queen Steamboat Co January 2003 - January 2004
Skills
Onboarding, Human Resources, Employee Relations, Recruiting, Performance Management, Personnel Management, Training, Leadership, New Hire Orientations, Trusting Relationships, Policy, Payroll, Hiring, Management, Succession Planning, Leadership Development, Communication, Integrity, Career Development, Delivering Results with..., Building Trusting..., Sharing Information, Fostering Communication, Establishing & Managing..., Developing Talent, Designing Reward Systems, Facilitating Change, Personalizing Culture, Implementing Workplace..., Sustaining Strategic..., Employee Management, Applicant Tracking...
Education
Tulane University 1997 — 1999
Masters, Social Work
Dillard University 1994 — 1997
Bachelor of Arts, Sociology
Credit Suisse January 2009 - Present
Credit Suisse January 2009 - Present
Hewlett-Packard June 2004 - December 2008
Education
Dominican University of California
BA
El Portal Elementary
Credit Suisse February 2015 - Present
Merrill Lynch February 2014 - December 2014
Credit Suisse September 2013 - December 2013
Tyco International April 2012 - September 2013
Citigroup August 2010 - August 2011
Western Asset Management July 2006 - October 2010
Bloomberg January 2001 - May 2006
Skills
SQL, Fixed Income, Bloomberg, Swaps, Derivatives, FX Options, Equities, Bonds, Bloomberg Terminal, Asset Management, Options, Trading Systems, VBA, Investment Banking, Financial Markets
Education
DePaul University 2000 — 2000
Certification, Computer Science
University of Iowa 1994 — 1999
BA, Italian & International Business
Credit Suisse April 2007 - Present
Genesis Securities April 2006 - April 2007
Institute for Infocomm Research July 2002 - April 2004
Microsoft July 2001 - July 2002
Microsoft Research Asia 2001 - 2002
Education
DePaul University 2004 — 2006
Computer Science
Tsinghua University 1997 — 2001
Computer Science
New York University - Leonard N. Stern School of Business
MBA, MBA
Credit Suisse April 2005 - Present
Cablevision April 2003 - April 2005
Advisor sites October 2002 - April 2003
Skills
Disaster Recovery, Active Directory, Microsoft Exchange, Windows Server, ITIL, Blackberry Enterprise..., VMware, Virtualization, DNS, Powershell, VMware ESX, Servers, Cluster, Enterprise Architecture, System Deployment, Enterprise Vault, System Administration, Microsoft Technologies, Incident Management, Business Continuity, IIS, Microsoft SQL Server, Blackberry, High Availability, vSphere, Operating Systems, Integration, Messaging
Education
DeVry University 1999 — 2003
Bachelors, Computer Information
PwC 2011 - Present
Credit Suisse 2010 - 2011
Vanguard 2001 - 2010
PFPC April 1998 - April 2001
Ernst & Young May 1997 - April 1998
Skills
Asset Management, Program Management, Change Management, Operations Management, Management Consulting, Due Diligence, Process Improvement, Strategic Planning, Business Strategy, Process Engineering, Compliance, Vendor Management, Business Process..., Six Sigma, Risk Management, Project Planning, Business Transformation, Large Scale Business..., Technology Enabled..., Transformation Programs, Strategic Programs, Strategic Program..., Agile Project Management, Agile & Waterfall...
Education
Drexel University
BS
RBC Capital Markets April 2011 - Present
Nomura Securities Intl August 2003 - November 2010
Credit Suisse June 2000 - August 2003
Nomura Securities Intl September 1993 - June 2000
Skills
Fixed Income, Bloomberg
Education
Dowling College 1983 — 1987
BBA
Coldwell Banker Howard Perry and Walston August 2014 - Present
Keller Williams Cary 2012 - August 2014
Credit Suisse August 2007 - April 2012
Credit Suisse April 2000 - August 2007
Salomon Smith Barney September 1998 - April 2000
Daiwa Securities August 1994 - September 1998
Nomura Securities 1990 - 1994
Skills
Internal Controls, Banking, IFRS, Financial Analysis, Financial Reporting, Corporate Finance, Financial Control, Risk Management, Accounting, Private Equity, SOX, Due Diligence, Financial Accounting, Excel, Reconciliations, Essbase, MIS, Reconciliation, SEC reporting, Business Analysis, General Ledger, SEC filings, Financial Services, Internal Audit, Derivatives, Asset Management, Sarbanes-Oxley Act, Product Control, Hyperion Enterprise, Managerial Finance, Cash Management, Account Reconciliation, Investment Banking, Management, Mergers, Portfolio Management, Variance Analysis, PeopleSoft, Investments, Treasury, Auditing, Hedge Funds, Credit Risk, Financial Statements, Fixed Income, Forecasting, Financial Risk, Financial Audits, Capital Markets, Valuation
Education
University of North Carolina at Chapel Hill 2014 — 2014
Paralegal
Dowling College 1986 — 1990
Bachelor of Business Administration, Accounting
University of North Carolina at Chapel Hill
BNY Mellon June 2010 - Present
Credit Suisse September 2008 - April 2009
Bank of New York Mellon September 2007 - March 2008
Bank of New York Mellon September 2006 - March 2007
Skills
Hedge Funds, Accounting, Derivatives, Advent Geneva, InvestOne, Fund Accounting, Fixed Income, Equities, Microsoft Office, Back Office, Securities, Alternative Investments, Fund Administration, Bloomberg
Education
Drexel University 2006 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
Drexel University - LeBow College of Business 2006 — 2008
MBA, Accounting
Drexel University - LeBow College of Business 2006 — 2008
MBA, Financial Management
SNGV
SNGV
Idaho Trust Bank July 2014 - Present
Solaris Asset Management June 2011 - April 2014
Solaris Asset Management April 2004 - June 2011
Credit Suisse 2000 - 2004
Value Line 1998 - 2000
Value Line 1996 - 1998
Bank One 1993 - 1995
Skills
Portfolio Management, Asset Management, Wealth Management, Equities, Credit, Hedge Funds, Investments, Bloomberg, Equity Research, Fixed Income, Asset Allocation, Capital Markets, Securities
Education
Denison University 1989 — 1993
Bachelor of Arts (B.A.)
Swiss Re December 2010 - May 2013
RangeMark Investment Management, Inc. February 2009 - October 2010
Credit Suisse July 2007 - February 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Risk Management, Asset Management, Strategy, Data Analysis, Management Consulting, Analytics, Microsoft Excel, PowerPoint, Microsoft Word
Education
Dickinson College 2003 — 2007
Bachelor of Arts (B.A.), International Business
Cantor Fitzgerald-Cantor Commercial Real Estate February 2013 - Present
Freddie Mac September 2009 - January 2013
Credit Suisse November 1993 - November 2009
Column Financial 1993 - 2009
Fannie Mae 1988 - 1993
Skills
Loans, CMBS, Real Estate Economics, Commercial Mortgages
Education
DePaul University 1989 — 1991
MBA, Finance
Northern Illinois University 1981 — 1985
BS, Finance
William Blair & Company September 2014 - Present
Northern Trust Corporation December 2013 - September 2014
Northern Trust October 2012 - November 2013
Crowe Horwath LLP August 2012 - October 2012
Crowe Horwath LLP September 2010 - July 2012
Health Care Service Corporation June 2008 - August 2010
Credit Suisse February 2008 - April 2008
Skills
CPA, Tax Returns, Tax Preparation, Accounting, Fund Accounting, Investor Reporting
Education
DePaul University 2006 — 2010
B.S., Accountancy Honors and Finance Honors
Credit Suisse July 2004 - Present
Morgan Stanley November 2002 - June 2004
Merrill Lynch April 1998 - November 2002
Hughes Hubbard & Reed LLP June 1997 - April 1998
MetLife March 1996 - September 1997
CHANEL July 1996 - July 1997
Skills
Market Research, Web Services, Knowledge Management, Information Technology, Private Equity, Library Research, Banking, Financial Services, Hedge Funds
Education
DeVry Institute of Technology 2001 — 2002
Bachelor of Science (BS), Information Technology
Pratt Institute 1995 — 1997
Master of Science (M.S.) Library & Information Science
University of the West Indies, St. Augustine Campus 1991 — 1994
Bachelor of Arts (B.A.) History/ Social Sciences
Credit Suisse May 2007 - Present
NYSE Regulation May 2004 - May 2007
Education
Drew University 1997 — 2001
BA, Economics
Oak Park & River Forest High School January 2014 - Present
Credit Suisse July 2009 - December 2013
PATH Crisis Hotline October 2007 - May 2009
Autism Social Group September 2005 - May 2009
Tommy's Restaurant September 2007 - October 2008
Team in Training January 2008 - April 2008
Elmhurst Park District September 2003 - July 2007
Cardinal Growth January 2007 - May 2007
Education
DePaul University 2011 — 2014
Master of Education (M.Ed.), Social Science Teacher Education
Illinois Wesleyan University 2005 — 2009
Bachelor of Arts, Psychology
Merrill Lynch May 2011 - Present
Credit Suisse September 2004 - 2011
Interactive Brokers 2001 - 2004
Skills
Trading Systems, Options, Electronic Trading, Equities, Software Development, Market Data, Equity Derivatives, Equity Trading, Low Latency
Education
Donetsk National University
MS, mathematics
Great Hill Investments LLC CEO and PresidentCamden Securities CompanyFebruary 2009 - Present
Credit Suisse March 2008 - February 2009
Morgan Stanley April 1997 - March 2008
Needham & Company September 1996 - April 1997
Skills
Equity Trading, Hedge Funds, Bloomberg, Fixed Income, Equities, Investment Banking, Bonds, Capital Markets, Management, Trading, Alternative Investments, Series 7, Portfolio Management, Investments, Asset Management
Education
Denison University 1991 — 1995
BA, Communications
Fidelity National Information Services December 2011 - Present
Datamatics Consultants Inc. June 2011 - December 2011
United Nations July 2008 - February 2011
Credit Suisse January 2008 - July 2008
Lowe's Home Improvement July 2007 - December 2007
Data Device Corporation October 2004 - March 2006
Accessible Retired Computers in Biology Lab January 2004 - June 2005
Skills
AIX, Solaris, VMware, Ubuntu, vSphere, Suse, vCenter, ZFS, RedHat, Disaster Recovery, SAN, Servers, HP-UX, Linux, Hardware, Data Center, VMware ESX, FTP, Data Backup Solutions, Red Hat Linux, IBM pSeries, Network Security, ITIL, TCP/IP, Security, Operating Systems, Oracle, FreeBSD, VMware vSphere
Education
Dowling College 2002 — 2006
Bachelor of Science, Information Systems
hanover college 2001 — 2002
bachelor of science, information systems
Commerzbank AG June 1999 - August 2009
Credit Suisse First Boston 1997 - 1999
Credit Suisse 1991 - 1997
Security Pacific National Bank 1983 - 1991
National Bank of Detroit 1972 - 1983
National Bank of Detroit 1972 - 1983
Skills
Risk Management, Commercial Banking, Credit, Portfolio Management, Investment Banking, Finance, Banking, Capital Markets, Corporate Finance, Credit Analysis, Credit Risk, Financial Analysis, Financial Risk, Fixed Income, Investments, Leadership, Management
Education
Northwestern University - Kellogg School of Management 1970 — 1972
MBA, Finance
DePauw University 1966 — 1969
BA, Economics and Political Science
Berkeley College, NY September 2008 - Present
New York Mercantile Exchange January 1993 - July 1999
Credit Suisse September 1983 - April 1994
Skills
Teaching, Higher Education, Curriculum Design, Curriculum Development, Research, Public Speaking, Adult Education, Staff Development, E-Learning, Educational Leadership
Education
Dowling College 1998 — 2002
Doctor of Education (Ed.D.), Educational Leadership and Administration, General, A+
New York Institute of Technology 1978 — 1980
MBA, Business Administration and Management, General, A
University at Albany, SUNY 1972 — 1974
Bachelor's degree, English/Language Arts Teacher Education
Wells Fargo Advisors January 2015 - Present
J.P. Morgan August 2013 - August 2014
Credit Suisse May 2012 - May 2013
Royal Bank of Canada Capital Markets, LLC July 2009 - November 2011
Morgan Joseph TriArtisan LLC October 2007 - April 2009
Barclays Capital October 2006 - September 2007
Instinet Incorporated February 2000 - April 2006
Skills
Risk Management, Compliance Management, Business Process..., Business Recovery..., Relationship Development, Budget Oversight, Project Delivery, Cost Reduction..., Influential, Cross-functional Team..., Inter-personal, Budgets, Software Documentation, Management, Change Management, Leadership, Project Management, Financial Services, Banking, Process Improvement, Social Influence
Education
Dowling College
MBA, Banking & Finance
Castleton Commodities International March 2012 - Present
Lochridge Investment Advisors February 2011 - March 2012
Credit Suisse February 2008 - March 2011
Fortis October 2005 - July 2008
Merrill Lynch Commodities Inc (formerly Koch) August 1999 - September 2005
Skills
Natural Gas, Gas, Mergers & Acquisitions, Energy, Trading, Energy Industry
Education
DePauw University 1979 — 1983
BA
University of Missouri-Rolla
MS and BS, Geological/Geophysical Engineering
vXchnge March 2015 - Present
Fusion Telecommunications Int'l, Inc. 2014 - 2014
Fusion Telecommunications Int'l, Inc. 2014 - 2014
Savvis 2005 - 2013
CIBER, Inc. March 2005 - October 2012
Credit Suisse 2001 - 2003
Bear Stearns 2000 - 2001
AT&T 1997 - 2000
Mayfair Foodtowm 1991 - 1997
Mayfair Foodtown 1991 - 1997
Skills
ITIL, Vendor Management, Incident Management, Team Leadership, IT Service Management, VMware, IT Operations, Disaster Recovery, Data Center, Service Delivery, IT Strategy, IT Management, Integration, Windows Server, Managed Services, Requirements Analysis, DNS, Visio, Solaris, Active Directory, Virtualization, Troubleshooting, IT Outsourcing, Outsourcing, Software Documentation, SharePoint, SaaS, Technical Support, PMP, Cloud Computing, Security, Firewalls, System Administration, Sla, System Deployment, Microsoft Exchange, Solution Architecture, Enterprise Architecture, Cisco Technologies, Servers, PMO, Business Continuity, Network Security, Network Administration, Business Analysis, Citrix, Service Management, Service Desk, Infrastructure, SDLC
Education
DeVry University
Bachelor of Science (B.S.), Computer Science
St. mary's
Union Catholic
Union Catholic
Union Catholic
Union Catholic
Eldorado Trading Group October 2014 - Present
Eldorado Trading Group September 2013 - October 2014
Group One Trading, LP December 2012 - June 2013
PNC June 2012 - August 2012
Merrill Lynch August 2011 - December 2011
Credit Suisse January 2011 - June 2011
Education
DePaul University 2009 — 2013
Bachelors, Finance
Financial institution - Strategic Initiatives September 2013 - Present
Barclays Investment Bank November 2012 - September 2013
Chartis July 2011 - June 2012
Credit Suisse July 2008 - July 2011
Goldman Sachs August 2007 - March 2008
Wachovia Securities Financial Network February 2007 - July 2007
Goldman Sachs July 2001 - January 2007
Infosys December 2000 - June 2001
Skills
SDLC, Risk Management, Banking, Requirements Analysis, Business Analysis
Education
Doctor Babasaheb Ambedkar Marathwada University 1996 — 2000
Bachelor of Engineering (BEng), Computer Engineering
Credit Suisse June 1986 - August 2011
Datapoint June 1980 - September 1984
Skills
Portfolio Management, Private Equity, Equities, Hedge Funds, Investments, Investment Banking, Alternative Investments, Asset Management, Emerging Markets, Capital Markets, Fixed Income, Derivatives, Securities, Credit, Asset Managment, Valuation, Trading, Bonds, Financial Markets
Education
Tuck School of Business at Dartmouth 1984 — 1986
MBA, Business
Drew University 1976 — 1980
BA, English, Economics
Summit High School 1972 — 1976
HS
Credit Suisse 2003 - Present
J.P. Morgan 1992 - 2000
Education
Dickinson College
Bachelor of Arts (B.A.), Economics
NYU Stern School of Business
Master of Business Administration (MBA)
Northern Trust Corporation May 2010 - Present
Northern Trust Asset Management May 2007 - May 2010
Credit Suisse April 2006 - May 2007
Northern Trust Corporation August 2002 - April 2006
Skills
Bloomberg, Series 7, Equities, Mutual Funds, Securities, Investments, Hedge Funds, Capital Markets, Valuation, Financial Services, Financial Analysis, Trading, Fixed Income, Wealth Management, Asset Management, Investment Strategies, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Denison University 1997 — 2001
Bachelor of Arts (B.A.), Political Science
Upper St. Clair High School 1994 — 1997
Grosvenor Capital Management, L.P January 2014 - Present
Credit Suisse June 1998 - December 2013
A.F. Ferguson & Co. (KPMG affiliate) July 1993 - December 1997
Deutsche Bank 1993 - 1997
Education
University of Michigan Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General, Distinction
The Institute of Chartered Accountants of India 1989 — 1992
Associate Chartered Accountant, Accounting, All India Rank
Delhi University 1986 — 1989
Bachelor of Commerce (BCom), Business/Commerce, General, First Division
Accenture July 2015 - Present
Wells Fargo October 2014 - February 2015
Deutsche Bank February 2014 - June 2014
AIG October 2013 - February 2014
J.P. Morgan 2002 - 2012
Credit Suisse 2000 - 2003
UBS 1994 - 1999
Skills
Market Risk, Derivatives, Capital Markets, Fixed Income, Risk Management, Hedge Funds, Equities, Portfolio Management, Finance, Equity Derivatives, Stress, Team Leadership, Investment Banking, Banking, Financial Risk, Credit Risk, Trading, Capital, Regulatory Requirements, Regulatory Submissions, Emerging Markets, Prime Brokerage, FX Options
Education
DePaul University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
University of Illinois at Chicago 1989 — 1991
Associate's Degree, Economics
Branded to Film LLC June 2012 - December 2014
Best Buy January 2008 - September 2011
Best Buy August 2007 - December 2007
Geek Squad December 2006 - August 2007
Geek Squad May 2006 - December 2006
Geek Squad August 2005 - May 2006
Best Buy October 2002 - August 2005
Credit Suisse June 2000 - June 2001
AT&T September 1998 - September 1999
Skills
Sales, Leadership, Inventory Management, Video, Sales Management, Videography, Television, Strategic Planning, Creative Direction, Relationship Marketing, Computer Hardware, Profit & Loss Management, Video Production, Premiere, Photoshop, Advertising, Public Relations, Digital Media, Business Coaching, Broadcast, Public Speaking, New Business Development, Entertainment, Editing, Media Relations, Digital Photography, Java, JavaScript, Computer Repair
Education
DeVry University 2005 — 2006
Bachelor's Degree, Technical Management
Rutgers University-New Brunswick 1996 — 2000
Bachelor's Degree, Computer Science
Room to Breathe 2011 - Present
Family Caregiver 2008 - 2010
Bessemer Trust 2006 - 2007
Credit Suisse 2004 - 2005
UBS Investment Bank 2001 - 2003
Paine Webber 1999 - 2001
Morgan Stanley 1998 - 1999
ING 1997 - 1998
Lehman Brothers 1996 - 1997
Barclays 1993 - 1996
Skills
Concur, Outlook, Microsoft Word, Trading Floor, Phone Turret, Dictaphone, Typing: 70 wpm, Word Processing, Proofreading, Phone Etiquette, Travel Arrangements, Discretion, Confidentiality, Multi Tasking, Customer Service, Time Management, Dedicated Professional, Loyal, Prompt, Microsoft Office, Microsoft Excel, RFP, Timeslips, PowerPoint, Internet, Bloomberg Terminal, Reuters, Wordperfect, ACT!
Education
Fort Lewis College 1982 — 1985
Bachelor's degree, Psychology / Sociology / English
DePauw University 1981 — 1982
Elementary Education and Teaching / Psychology