Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Richard Familetti Richard Familetti's Credit Suisse Experience September 1993 - May 2002
Job Director of Asset Management at Ryan Labs
Industry Financial Services
Experience
Ryan Labs Asset Management May 2009 - Present
Halbis Capital Management January 2008 - May 2009
Calyon Bank September 2002 - December 2007
Credit Suisse September 1993 - May 2002
Brundage, Story & Rose September 1993 - May 2002
Lazard Asset Management June 1987 - September 1993
Prudential Financial June 1986 - July 1987
Skills
Fixed Income, CDS, Technical Analysis, High Yield, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Alternative Investments, Bloomberg, Trading, Bonds, Capital Markets, Investments, Investment Strategies, Credit Derivatives, Securities, Credit, Investment Management
Education
Chartered Financial Analyst 1996 — 1999
CFA, Chartered Financial Analyst
New York University 1992 — 1993
None, Economics
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
Hofstra University 1982 — 1986
BA, Liberal Arts
Ryan Labs Asset Management May 2009 - Present
Halbis Capital Management January 2008 - May 2009
Calyon Bank September 2002 - December 2007
Credit Suisse September 1993 - May 2002
Brundage, Story & Rose September 1993 - May 2002
Lazard Asset Management June 1987 - September 1993
Prudential Financial June 1986 - July 1987
Skills
Fixed Income, CDS, Technical Analysis, High Yield, Portfolio Management, Hedge Funds, Asset Management, Derivatives, Alternative Investments, Bloomberg, Trading, Bonds, Capital Markets, Investments, Investment Strategies, Credit Derivatives, Securities, Credit, Investment Management
Education
Chartered Financial Analyst 1996 — 1999
CFA, Chartered Financial Analyst
New York University 1992 — 1993
None, Economics
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
Hofstra University 1982 — 1986
BA, Liberal Arts
Eric Hasenauer Eric Hasenauer's Credit Suisse Experience April 2005 - June 2009
Job Head of US Institutional Sales at Connor, Clark & Lunn Financial Group
Industry Investment Management
Experience
Connor, Clark & Lunn Financial Group June 2013 - Present
Aviva Investors July 2009 - May 2013
Credit Suisse April 2005 - June 2009
Lazard Asset Management August 2000 - March 2005
Skills
Asset Management, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Bloomberg, Investment Strategies, Derivatives, Wealth Management, Financial Services
Education
Williams College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Finance, General
Connor, Clark & Lunn Financial Group June 2013 - Present
Aviva Investors July 2009 - May 2013
Credit Suisse April 2005 - June 2009
Lazard Asset Management August 2000 - March 2005
Skills
Asset Management, Equities, Alternative Investments, Investments, Fixed Income, Hedge Funds, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Bloomberg, Investment Strategies, Derivatives, Wealth Management, Financial Services
Education
Williams College 1996 — 2000
Bachelor of Arts (B.A.), Psychology
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Finance, General
Marc Valentin Marc Valentin's Credit Suisse Experience August 2013 - November 2014
Job Workforce Analytics Expert at Credit Suisse
Industry Human Resources
Experience
Credit Suisse August 2013 - November 2014
Credit Suisse November 2012 - August 2013
Kelly Services June 2012 - November 2012
EmPowerHR March 2012 - June 2012
Credit Suisse October 2011 - January 2012
Fordham University September 2007 - June 2011
Housing Conservation Coordinators June 2009 - August 2009
Skills
Social Media, Microsoft Office, Data Analysis, Excel, PowerPoint, Adobe Creative Suite, Web Design, Data Mining, PeopleSoft, Google Analytics, Google Docs, Quantitative Analysis, Special Events, Strategy Development, Mentoring, Access, Oracle Business..., Stata
Education
Fordham University 2007 — 2011
BA, Political Science, Theology
Credit Suisse August 2013 - November 2014
Credit Suisse November 2012 - August 2013
Kelly Services June 2012 - November 2012
EmPowerHR March 2012 - June 2012
Credit Suisse October 2011 - January 2012
Fordham University September 2007 - June 2011
Housing Conservation Coordinators June 2009 - August 2009
Skills
Social Media, Microsoft Office, Data Analysis, Excel, PowerPoint, Adobe Creative Suite, Web Design, Data Mining, PeopleSoft, Google Analytics, Google Docs, Quantitative Analysis, Special Events, Strategy Development, Mentoring, Access, Oracle Business..., Stata
Education
Fordham University 2007 — 2011
BA, Political Science, Theology
Jill Rosenberg Jill Rosenberg's Credit Suisse Experience 1993 - 1998
Job Institutional Equity Research Sales and Marketing | Financial Professional | Equities | Series 7, 63
Industry Financial Services
Experience
National Alliance Securities, LLC September 2014 - Present
Prudential Financial July 2013 - September 2014
Buckingham Research Group January 2000 - January 2013
Credit Suisse 1993 - 1998
Skills
Mutual Funds, Finance, Financial Services, Accounting, Equities, Institutional Sales, Banking, Securities, Strategic Financial..., Financial Analysis, Trading, Fixed Income, Asset Management, Retirement Planning, Financial Markets, Corporate Finance, Risk Management, Financial Planning, Capital Markets, Insurance, Teamwork, Ethics, Financial Education, ETFs, Global Finance
Education
Fordham University
Master of Business Administration (MBA), Accounting
Rutgers University
Bachelor's degree, Economics and Accounting
National Alliance Securities, LLC September 2014 - Present
Prudential Financial July 2013 - September 2014
Buckingham Research Group January 2000 - January 2013
Credit Suisse 1993 - 1998
Skills
Mutual Funds, Finance, Financial Services, Accounting, Equities, Institutional Sales, Banking, Securities, Strategic Financial..., Financial Analysis, Trading, Fixed Income, Asset Management, Retirement Planning, Financial Markets, Corporate Finance, Risk Management, Financial Planning, Capital Markets, Insurance, Teamwork, Ethics, Financial Education, ETFs, Global Finance
Education
Fordham University
Master of Business Administration (MBA), Accounting
Rutgers University
Bachelor's degree, Economics and Accounting
Theodore Langan Theodore Langan's Credit Suisse Experience February 2008 - June 2008
Job
Industry Information Technology and Services
Experience
Mediatranslations May 2011 - April 2012
EEOC November 2010 - April 2011
Beijing Global Law Office December 2010 - January 2011
Tulane-Humboldt Summer School for ADR August 2010 - August 2010
One Earth Future Foundation May 2010 - July 2010
New Orleans Legal Assistance January 2009 - May 2009
Credit Suisse February 2008 - June 2008
UBS October 2007 - February 2008
Morgan Stanley July 2000 - August 2006
Skills
Negotiation, Project Management, Project Coordination, Problem Analysis, Problem Solving, Building Relationships, Technical Staff..., Business Continuity..., Fixing Things, Business Analysis, Organizational Structure, Project Planning, IT Infrastructure..., Data Center, Dispute Resolution, Mediation, International..., IT Management, English, Infrastructure, IT Service Management, Procurement, Vendor Management
Education
Tulane University Law School 2008 — 2011
JD
Fordham Gabelli School of Business 2002 — 2004
MBA
Loyola University New Orleans 1995 — 1999
BBA
Louisiana School for Math, Science, & the Arts 1993 — 1995
H.S. Diploma
Mediatranslations May 2011 - April 2012
EEOC November 2010 - April 2011
Beijing Global Law Office December 2010 - January 2011
Tulane-Humboldt Summer School for ADR August 2010 - August 2010
One Earth Future Foundation May 2010 - July 2010
New Orleans Legal Assistance January 2009 - May 2009
Credit Suisse February 2008 - June 2008
UBS October 2007 - February 2008
Morgan Stanley July 2000 - August 2006
Skills
Negotiation, Project Management, Project Coordination, Problem Analysis, Problem Solving, Building Relationships, Technical Staff..., Business Continuity..., Fixing Things, Business Analysis, Organizational Structure, Project Planning, IT Infrastructure..., Data Center, Dispute Resolution, Mediation, International..., IT Management, English, Infrastructure, IT Service Management, Procurement, Vendor Management
Education
Tulane University Law School 2008 — 2011
JD
Fordham Gabelli School of Business 2002 — 2004
MBA
Loyola University New Orleans 1995 — 1999
BBA
Louisiana School for Math, Science, & the Arts 1993 — 1995
H.S. Diploma
Karen Padawer Karen Padawer's Credit Suisse Experience February 2012 - July 2012
Job President at KIP Consulting & Design Inc
Industry Information Technology and Services
Experience
KIP Consulting & Design Inc 2013 - Present
Bridgewater Associates December 2013 - August 2014
Morgan Stanley 2012 - August 2013
Credit Suisse February 2012 - July 2012
North Shore Long Island Jewish Health System July 2010 - November 2011
The Nielsen Company February 2008 - April 2010
UBS November 2005 - March 2007
CHASE Credit Card Services 1994 - 2004
Scudder, Stevens & Clark 1987 - 1994
Citibank 1980 - 1985
Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance
Education
Fordham Gabelli School of Business
MBA, Marketing
University at Albany, SUNY
BS, Business Administration
KIP Consulting & Design Inc 2013 - Present
Bridgewater Associates December 2013 - August 2014
Morgan Stanley 2012 - August 2013
Credit Suisse February 2012 - July 2012
North Shore Long Island Jewish Health System July 2010 - November 2011
The Nielsen Company February 2008 - April 2010
UBS November 2005 - March 2007
CHASE Credit Card Services 1994 - 2004
Scudder, Stevens & Clark 1987 - 1994
Citibank 1980 - 1985
Skills
Vendor Management, SDLC, Business Process..., PMO, Change Management, Information Technology, Project Management, Project Portfolio..., Process Improvement, Business Analysis, Business Process, PMP, Process Engineering, Consulting, Management, Requirements Gathering, Quality Assurance, IT Management, Business Intelligence, Team Building, Visio, Training, Leadership, Program Management, Software Project..., MS Project, IT Strategy, Software Development, Analysis, Integration, Outsourcing, CRM, Cross-functional Team..., Six Sigma, Risk Management, Organizational Change..., Governance
Education
Fordham Gabelli School of Business
MBA, Marketing
University at Albany, SUNY
BS, Business Administration
Allerton (Tony) Smith Allerton (Tony) Smith's Credit Suisse Experience 2000 - 2002
Job Senior Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics September 2006 - Present
British Schools and Universities Foundation 2000 - Present
JP Morgan Chase 2002 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
CSFB 1986 - 1993
L. F. Rothschild, Unterberg, Towbin 1983 - 1986
Skills
Fixed Income Securities..., Bank Analysis, Insurance Company..., Non-Bank Financial..., Capital Markets, Fixed Income Research, Bonds, Hedge Funds, Equity Research, Portfolio Management, Business Services, Fixed Income, Finance, Banking, CDS, Credit Analysis, Risk Management, Financial Markets, Fixed Income Analysis, Bloomberg, Securitization, Investment Banking, Credit, Credit Risk, Credit Derivatives, Valuation, Structured Finance, Equities, ABS, Financial Risk, Structured Products, Emerging Markets, Financial Modeling, Derivatives, Investments, Corporate Finance, Market Risk, Securities, Analysis, Financial Services, Financial Structuring, Alternative Investments, Asset Management, Trading, Asset Allocation, Investment Management, Private Equity, Mutual Funds, Options, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Finance & Accounting
Kenyon College 1971 — 1975
BA, Economics
South Kent School 1967 — 1971
High School, Simplicity, Sincerity and Service
Moody's Analytics September 2006 - Present
British Schools and Universities Foundation 2000 - Present
JP Morgan Chase 2002 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
CSFB 1986 - 1993
L. F. Rothschild, Unterberg, Towbin 1983 - 1986
Skills
Fixed Income Securities..., Bank Analysis, Insurance Company..., Non-Bank Financial..., Capital Markets, Fixed Income Research, Bonds, Hedge Funds, Equity Research, Portfolio Management, Business Services, Fixed Income, Finance, Banking, CDS, Credit Analysis, Risk Management, Financial Markets, Fixed Income Analysis, Bloomberg, Securitization, Investment Banking, Credit, Credit Risk, Credit Derivatives, Valuation, Structured Finance, Equities, ABS, Financial Risk, Structured Products, Emerging Markets, Financial Modeling, Derivatives, Investments, Corporate Finance, Market Risk, Securities, Analysis, Financial Services, Financial Structuring, Alternative Investments, Asset Management, Trading, Asset Allocation, Investment Management, Private Equity, Mutual Funds, Options, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Finance & Accounting
Kenyon College 1971 — 1975
BA, Economics
South Kent School 1967 — 1971
High School, Simplicity, Sincerity and Service
Matt DeSalvo's Credit Suisse Experience November 2005 - February 2012
Job Mizuho Securites Head of US Equities
Industry Investment Banking
Experience
CRT Capital January 2013 - February 2014
Credit Suisse November 2005 - February 2012
Morgan Stanley 1985 - 2005
Skills
Capital Markets, Equities, Trading, Investment Banking
Education
Florida State University 1980 — 1981
Master of Business Administration (M.B.A.)
University of Notre Dame 1976 — 1980
Bachelor of Business Administration (BBA), Finance, General
CRT Capital January 2013 - February 2014
Credit Suisse November 2005 - February 2012
Morgan Stanley 1985 - 2005
Skills
Capital Markets, Equities, Trading, Investment Banking
Education
Florida State University 1980 — 1981
Master of Business Administration (M.B.A.)
University of Notre Dame 1976 — 1980
Bachelor of Business Administration (BBA), Finance, General
Prisca Owens Prisca Owens's Credit Suisse Experience 1986 - 1990
Job Director at BNP Paribas
Industry Banking
Experience
BNP Paribas 2001 - Present
Chase Bank 1990 - 1996
Credit Suisse 1986 - 1990
Skills
Structured Finance, Financial Structuring, Project Finance, Investment Banking, Debt Restructuring, Corporate Finance, Key Account..., Originations, Marketing Strategy, Business Development, Managerial Skills, Asset Management, Portfolio Management, Asset Based Lending, Real Estate Financing, Private Equity, Venture Capital, Construction Loans, Cash Flow Lending, Cash Flow Forecasting, Negotiation, Legal documents, Commodity Markets, Credit Analysis, Financial Modeling, Infrastructure, Syndications, Private Placements, Bond Markets, Credit, Banking, Financial Analysis, Commercial Banking, Loans, Team Building, Leadership, Marketing
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
The College of Wooster
Bachelor of Arts
BNP Paribas 2001 - Present
Chase Bank 1990 - 1996
Credit Suisse 1986 - 1990
Skills
Structured Finance, Financial Structuring, Project Finance, Investment Banking, Debt Restructuring, Corporate Finance, Key Account..., Originations, Marketing Strategy, Business Development, Managerial Skills, Asset Management, Portfolio Management, Asset Based Lending, Real Estate Financing, Private Equity, Venture Capital, Construction Loans, Cash Flow Lending, Cash Flow Forecasting, Negotiation, Legal documents, Commodity Markets, Credit Analysis, Financial Modeling, Infrastructure, Syndications, Private Placements, Bond Markets, Credit, Banking, Financial Analysis, Commercial Banking, Loans, Team Building, Leadership, Marketing
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
The College of Wooster
Bachelor of Arts
Brian Krulik Brian Krulik's Credit Suisse Experience July 2015 - Present
Job
Industry Banking
Experience
Credit Suisse July 2015 - Present
Skills
Database Marketing, Access, SQL, Process Engineering, Pricing, Business Intelligence, Strategy, Analysis, Process Improvement, Analytics, Product Management, Data Analysis, Forecasting, Program Management, Project Management, Business Analysis, Marketing, Segmentation, Management, Strategic Partnerships, Strategic Planning, Financial Services, Financial Analysis, Finance, Credit Cards
Education
Lehigh University 1996 — 2001
BS
Fordham University
MBA
St. Joseph's High School
Credit Suisse July 2015 - Present
Skills
Database Marketing, Access, SQL, Process Engineering, Pricing, Business Intelligence, Strategy, Analysis, Process Improvement, Analytics, Product Management, Data Analysis, Forecasting, Program Management, Project Management, Business Analysis, Marketing, Segmentation, Management, Strategic Partnerships, Strategic Planning, Financial Services, Financial Analysis, Finance, Credit Cards
Education
Lehigh University 1996 — 2001
BS
Fordham University
MBA
St. Joseph's High School
Paul Lagermasini's Credit Suisse Experience September 2002 - September 2011
Job Head of SEC Reporting at RCS Capital Corporation
Industry Financial Services
Experience
RCS Capital Corporation September 2013 - Present
Ally Securities LLC September 2011 - August 2013
Credit Suisse September 2002 - September 2011
Morgan Stanley October 2000 - October 2002
Merrill Lynch September 1995 - October 2000
Deloitte October 1991 - September 1995
Skills
US GAAP, Financial Reporting, Internal Controls, Auditing, Derivatives, SEC Financial Reporting, Product Control, Securities, Accounting Research, Equities, SEC filings, FINRA, Capital Markets, Technical Accounting..., ETFs, Financial Modeling, Valuation, Sarbanes-Oxley Act, Corporate Finance, Credit, Financial Analysis, Analysis, Series 27, S-1, S-4, Mergers & Acquisitions, Due Diligence, 10K
Education
Saint Michael's College 1987 — 1991
bs, accounting
Fordham Gabelli School of Business
MBA, Finance
St Peter's Prep
RCS Capital Corporation September 2013 - Present
Ally Securities LLC September 2011 - August 2013
Credit Suisse September 2002 - September 2011
Morgan Stanley October 2000 - October 2002
Merrill Lynch September 1995 - October 2000
Deloitte October 1991 - September 1995
Skills
US GAAP, Financial Reporting, Internal Controls, Auditing, Derivatives, SEC Financial Reporting, Product Control, Securities, Accounting Research, Equities, SEC filings, FINRA, Capital Markets, Technical Accounting..., ETFs, Financial Modeling, Valuation, Sarbanes-Oxley Act, Corporate Finance, Credit, Financial Analysis, Analysis, Series 27, S-1, S-4, Mergers & Acquisitions, Due Diligence, 10K
Education
Saint Michael's College 1987 — 1991
bs, accounting
Fordham Gabelli School of Business
MBA, Finance
St Peter's Prep
Chris Diaz's Credit Suisse Experience February 2006 - December 2008
Job Principal at Seminole Financial Services
Industry Renewables & Environment
Experience
Seminole Financial Services January 2010 - Present
SUNERGY, LLC February 2009 - January 2010
Credit Suisse February 2006 - December 2008
MMA Financial June 1998 - December 2005
Skills
Solar, Renewable Energy, Wind, Project Finance, Wind Energy, Solar Energy, Alternative Energy, Energy, Energy Efficiency, Mergers, Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Finance, Venture Capital, Joint Ventures, Cleantech, Sustainable Energy, Photovoltaics, Portfolio Management, Real Estate Economics, Corporate Development, Asset Management, Private Equity, Valuation, Financial Structuring, Clean Technology, Structured Finance, Equities, Energy Policy, Real Estate, Solar Thermal, Biomass, Private Placements, Green Technology, Emerging Markets, Sustainability..., M&A experience, Carbon
Education
Nova Southeastern University 1994 — 1995
MBA, Masters in Business Administration
Florida State University 1985 — 1988
Social Sciences, Urban and Regional Planning
Seminole Financial Services January 2010 - Present
SUNERGY, LLC February 2009 - January 2010
Credit Suisse February 2006 - December 2008
MMA Financial June 1998 - December 2005
Skills
Solar, Renewable Energy, Wind, Project Finance, Wind Energy, Solar Energy, Alternative Energy, Energy, Energy Efficiency, Mergers, Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Finance, Venture Capital, Joint Ventures, Cleantech, Sustainable Energy, Photovoltaics, Portfolio Management, Real Estate Economics, Corporate Development, Asset Management, Private Equity, Valuation, Financial Structuring, Clean Technology, Structured Finance, Equities, Energy Policy, Real Estate, Solar Thermal, Biomass, Private Placements, Green Technology, Emerging Markets, Sustainability..., M&A experience, Carbon
Education
Nova Southeastern University 1994 — 1995
MBA, Masters in Business Administration
Florida State University 1985 — 1988
Social Sciences, Urban and Regional Planning
Jessica Stern Jessica Stern's Credit Suisse Experience October 1997 - September 1998
Job Vice President/Supervisory Analyst at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Company May 2007 - Present
Wells Fargo July 2001 - May 2007
Credit Suisse October 1997 - September 1998
Sanford C. Bernstein 1992 - 1997
Simmons Boardman April 1990 - April 1992
Skills
Equities, Equity Research, Series 7, Research, Series 24, Compliance, Series 87
Education
Fordham University 1992 — 1997
B.A., Cinema Studies
New York University 1986 — 1988
Film
Stuyvesant High School 1982 — 1986
HS
Jefferies & Company May 2007 - Present
Wells Fargo July 2001 - May 2007
Credit Suisse October 1997 - September 1998
Sanford C. Bernstein 1992 - 1997
Simmons Boardman April 1990 - April 1992
Skills
Equities, Equity Research, Series 7, Research, Series 24, Compliance, Series 87
Education
Fordham University 1992 — 1997
B.A., Cinema Studies
New York University 1986 — 1988
Film
Stuyvesant High School 1982 — 1986
HS
Alexandra Voskoboynikov's Credit Suisse Experience July 2014 - Present
Job Marketing Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Credit Suisse October 2011 - June 2014
Credit Suisse January 2010 - October 2011
Allianz Global Investors June 2007 - December 2008
AllianceBernstein 2006 - 2007
Skills
Series 7, Marketing Strategy, Marketing, Management, Finance, Business Analysis, Microsoft Excel, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
MBA, Finance and Marketing
New York University 2010 — 2010
Marketing and Interior Design
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
BA, Economics and Psychology
Credit Suisse July 2014 - Present
Credit Suisse October 2011 - June 2014
Credit Suisse January 2010 - October 2011
Allianz Global Investors June 2007 - December 2008
AllianceBernstein 2006 - 2007
Skills
Series 7, Marketing Strategy, Marketing, Management, Finance, Business Analysis, Microsoft Excel, Data Analysis
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
MBA, Finance and Marketing
New York University 2010 — 2010
Marketing and Interior Design
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
BA, Economics and Psychology
Russell Lazarus Russell Lazarus's Credit Suisse Experience June 2014 - Present
Job Director of Information Technology at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation April 2015 - Present
Credit Suisse June 2014 - Present
Societe Generale January 2010 - March 2014
Barclays Capital January 2008 - December 2009
Barclays Capital November 2003 - December 2007
Bank of America August 2002 - November 2003
JP Morgan September 2000 - August 2002
Skills
Fixed Income, Equity Derivatives, Derivatives, Credit Derivatives, Risk Management, Equities, Trading, Market Risk, Management, Portfolio Management, Electronic Trading, Credit Risk, Credit, Structured Products, Trading Systems, Program Management
Education
Georgetown University 2015 — 2016
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
New York University School of Continuing and Professional Studies
First Data Corporation April 2015 - Present
Credit Suisse June 2014 - Present
Societe Generale January 2010 - March 2014
Barclays Capital January 2008 - December 2009
Barclays Capital November 2003 - December 2007
Bank of America August 2002 - November 2003
JP Morgan September 2000 - August 2002
Skills
Fixed Income, Equity Derivatives, Derivatives, Credit Derivatives, Risk Management, Equities, Trading, Market Risk, Management, Portfolio Management, Electronic Trading, Credit Risk, Credit, Structured Products, Trading Systems, Program Management
Education
Georgetown University 2015 — 2016
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
New York University School of Continuing and Professional Studies
Randeep Anand's Credit Suisse Experience September 2008 - April 2009
Job W.P. Carey
Industry Accounting
Experience
W. P. Carey Inc. April 2015 - Present
Ernst & Young July 2012 - February 2015
Price Waterhouse Coopers June 2010 - March 2012
JP Morgan Chase May 2009 - August 2009
Credit Suisse September 2008 - April 2009
Cushman & Wakefield May 2008 - August 2008
Skills
Tax, Income Tax, Financial Reporting, Accounting, Auditing, Financial Analysis, Tax Preparation, Microsoft Excel, Corporate Finance, Financial Accounting, Account Reconciliation, Corporate Tax, Tax Accounting, SEC filings, Finance, Committed to..., SEC Filings
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
Master of Accounting, Taxation
Fordham University 2006 — 2010
Bachelor of Science, Public Accounting
Syosset High School 2000 — 2006
High School Diploma
W. P. Carey Inc. April 2015 - Present
Ernst & Young July 2012 - February 2015
Price Waterhouse Coopers June 2010 - March 2012
JP Morgan Chase May 2009 - August 2009
Credit Suisse September 2008 - April 2009
Cushman & Wakefield May 2008 - August 2008
Skills
Tax, Income Tax, Financial Reporting, Accounting, Auditing, Financial Analysis, Tax Preparation, Microsoft Excel, Corporate Finance, Financial Accounting, Account Reconciliation, Corporate Tax, Tax Accounting, SEC filings, Finance, Committed to..., SEC Filings
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
Master of Accounting, Taxation
Fordham University 2006 — 2010
Bachelor of Science, Public Accounting
Syosset High School 2000 — 2006
High School Diploma
Harry Gruber Harry Gruber's Credit Suisse Experience February 2004 - June 2006
Job Project Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Benjamin Vuong Benjamin Vuong's Credit Suisse Experience May 2010 - September 2011
Job Vice President Finance at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments September 2011 - Present
Credit Suisse May 2010 - September 2011
Proskauer Rose LLP January 2009 - May 2010
Goldman Sachs January 2005 - November 2008
Prudential Financial June 2002 - December 2004
Education
Fordham Gabelli School of Business 2007 — 2011
MBA, Finance, Marketing
Rutgers University-New Brunswick 1998 — 2002
PineBridge Investments September 2011 - Present
Credit Suisse May 2010 - September 2011
Proskauer Rose LLP January 2009 - May 2010
Goldman Sachs January 2005 - November 2008
Prudential Financial June 2002 - December 2004
Education
Fordham Gabelli School of Business 2007 — 2011
MBA, Finance, Marketing
Rutgers University-New Brunswick 1998 — 2002
Jackie Cazar Jackie Cazar's Credit Suisse Experience July 2014 - Present
Job Lean Six Sigma for Regulatory Reporting
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
End to End Consulting 2004 - 2014
Aon Risk Solutions February 2012 - August 2013
Motorola Solutions 2010 - 2012
Motorola Solutions 2006 - 2012
BNY Mellon 2003 - 2004
Credit Acceptance Corporation 2002 - 2003
American Express 1998 - 2002
Skills
Business Process..., Change Management, Business Process, Operational Excellence, Process Improvement, Business Transformation, Cross-functional Team..., Risk Management, Strategy, Finance, Management, Six Sigma, Leadership, Lean Manufacturing, Strategic Planning, Banking, Business Process..., Operations Management, Process Engineering, Quality Management, Project Management, Lean Six Sigma, Business Development, Analytics, ERP, Integration, Management Consulting, End-to-End Process..., Customer Loyalty..., Lending/Banking..., Qualifications of..., Operational Efficiencies, Service Excellence, Regulatory Reporting, Program Management, DMAIC, Continuous Improvement, Service Quality, Consulting
Education
Fordham University 1997 — 1999
Business
Fordham University 1997 — 1999
Business and International Economics
Credit Suisse July 2014 - Present
End to End Consulting 2004 - 2014
Aon Risk Solutions February 2012 - August 2013
Motorola Solutions 2010 - 2012
Motorola Solutions 2006 - 2012
BNY Mellon 2003 - 2004
Credit Acceptance Corporation 2002 - 2003
American Express 1998 - 2002
Skills
Business Process..., Change Management, Business Process, Operational Excellence, Process Improvement, Business Transformation, Cross-functional Team..., Risk Management, Strategy, Finance, Management, Six Sigma, Leadership, Lean Manufacturing, Strategic Planning, Banking, Business Process..., Operations Management, Process Engineering, Quality Management, Project Management, Lean Six Sigma, Business Development, Analytics, ERP, Integration, Management Consulting, End-to-End Process..., Customer Loyalty..., Lending/Banking..., Qualifications of..., Operational Efficiencies, Service Excellence, Regulatory Reporting, Program Management, DMAIC, Continuous Improvement, Service Quality, Consulting
Education
Fordham University 1997 — 1999
Business
Fordham University 1997 — 1999
Business and International Economics
Sam Stockstill's Credit Suisse Experience January 2015 - Present
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Health Management Associates September 2014 - January 2015
Centennial Bank August 2013 - May 2014
Skills
Finance, Teamwork, Microsoft Office, Public Speaking, Time Management, Leadership, Customer Service, Research, Strategic Planning
Education
Florida State University - College of Business
Bachelor of Science (B.S.), Finance, General
Maclay School
Credit Suisse January 2015 - Present
Health Management Associates September 2014 - January 2015
Centennial Bank August 2013 - May 2014
Skills
Finance, Teamwork, Microsoft Office, Public Speaking, Time Management, Leadership, Customer Service, Research, Strategic Planning
Education
Florida State University - College of Business
Bachelor of Science (B.S.), Finance, General
Maclay School
Nicholas Clendenin, CFA's Credit Suisse Experience February 2012 - August 2013
Job Regional Director Income Solutions at Charles Schwab
Industry Financial Services
Experience
. August 2013 - September 2014
Credit Suisse February 2012 - August 2013
Credit Suisse November 2006 - February 2012
Jefferies August 2003 - November 2006
Deutsche Bank March 2000 - May 2003
Donaldson, Lufkin & Jenrette May 1996 - January 2000
Alex. Brown & Sons November 1993 - May 1996
The Principal/Eppler Guerin & Turner August 1992 - November 1993
Hibernia National Bank January 1991 - August 1992
Deloitte & Touche April 1986 - December 1990
Education
Florida State University - College of Business 1984 — 1985
Master of Business Administration (MBA), Finance
University of South Florida 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
University of Oregon 1981 — 1982
. August 2013 - September 2014
Credit Suisse February 2012 - August 2013
Credit Suisse November 2006 - February 2012
Jefferies August 2003 - November 2006
Deutsche Bank March 2000 - May 2003
Donaldson, Lufkin & Jenrette May 1996 - January 2000
Alex. Brown & Sons November 1993 - May 1996
The Principal/Eppler Guerin & Turner August 1992 - November 1993
Hibernia National Bank January 1991 - August 1992
Deloitte & Touche April 1986 - December 1990
Education
Florida State University - College of Business 1984 — 1985
Master of Business Administration (MBA), Finance
University of South Florida 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
University of Oregon 1981 — 1982
Michael Tesoro's Credit Suisse Experience June 2000 - July 2011
Job Managing Director GEN II Fund Services LLC
Industry Financial Services
Experience
Gen II July 2011 - Present
Credit Suisse June 2000 - July 2011
Skills
Alternative Investments
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance
Manhattan College 1993 — 1997
Dual MS, Accounting & Finance
Gen II July 2011 - Present
Credit Suisse June 2000 - July 2011
Skills
Alternative Investments
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance
Manhattan College 1993 — 1997
Dual MS, Accounting & Finance
Sanjay Khurana Sanjay Khurana's Credit Suisse Experience October 2009 - August 2011
Job VP Capital Markets Controlling at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
Alvarez & Marsal June 2013 - May 2014
Thomson Reuters June 2012 - August 2012
Credit Suisse October 2009 - August 2011
UBS June 2006 - October 2009
Deutsche Bank June 2004 - June 2006
Skills
Financial Markets, Emerging Markets, Data Analysis, Financial Risk, Finance, Business Analysis, Product Control, FX Hedging, Financial Forecasting, Trend Forecasting, Investments
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
BNY Mellon September 2014 - Present
Alvarez & Marsal June 2013 - May 2014
Thomson Reuters June 2012 - August 2012
Credit Suisse October 2009 - August 2011
UBS June 2006 - October 2009
Deutsche Bank June 2004 - June 2006
Skills
Financial Markets, Emerging Markets, Data Analysis, Financial Risk, Finance, Business Analysis, Product Control, FX Hedging, Financial Forecasting, Trend Forecasting, Investments
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA, Finance & Communications
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance
Kenneth Schlechter Kenneth Schlechter's Credit Suisse Experience June 2011 - Present
Job Program/Project Management/PMO
Industry Financial Services
Experience
Credit Suisse June 2011 - Present
NYU May 2011 - Present
The Blackstone Group January 2000 - January 2011
Morgan Stanley September 1988 - January 2000
Skills
Financial Services, Project Management, Management, Corporate Finance, Asset Management, Private Equity, Accounting, PMO, SDLC, Leadership, Outsourcing, Program Management, Talent Management, Team Building, Hedge Funds, Finance, Equities, Business Intelligence, Financial Analysis, Financial Reporting, Due Diligence, Business Process..., Risk Management, Vendor Management, Mergers & Acquisitions, Strategy, Management Consulting, Executive Management, Portfolio Management, Budgets, Business Analysis, Capital Markets, Financial Modeling, Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Credit Suisse June 2011 - Present
NYU May 2011 - Present
The Blackstone Group January 2000 - January 2011
Morgan Stanley September 1988 - January 2000
Skills
Financial Services, Project Management, Management, Corporate Finance, Asset Management, Private Equity, Accounting, PMO, SDLC, Leadership, Outsourcing, Program Management, Talent Management, Team Building, Hedge Funds, Finance, Equities, Business Intelligence, Financial Analysis, Financial Reporting, Due Diligence, Business Process..., Risk Management, Vendor Management, Mergers & Acquisitions, Strategy, Management Consulting, Executive Management, Portfolio Management, Budgets, Business Analysis, Capital Markets, Financial Modeling, Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Kevin Rooney Kevin Rooney's Credit Suisse Experience June 2006 - November 2007
Job Senior Compliance Officer, Associate General Counsel
Industry Investment Management
Experience
Cerberus Capital Management September 2008 - Present
Fordham University, College of Business Administration September 2005 - December 2010
American International Group November 2007 - September 2008
Fordham University, Graduate School of Business Administration September 2005 - December 2007
Credit Suisse June 2006 - November 2007
Merrill Lynch October 2003 - June 2006
Condon & Forsyth LLP June 2000 - October 2003
New York County District Attorney's Office September 1996 - May 2000
Volume Services/Canteen Corporation at Yankee Stadium June 1987 - September 1991
Skills
Securities, Hedge Funds, Alternative Investments, Private Equity, Equities, Corporate Governance, Due Diligence, Capital Markets, Securities Regulation, FCPA
Education
Fordham University School of Law 1993 — 1996
JD
Fordham University 1988 — 1992
BA, Economics
Fordham Preparatory 1984 — 1988
H.S.
Cerberus Capital Management September 2008 - Present
Fordham University, College of Business Administration September 2005 - December 2010
American International Group November 2007 - September 2008
Fordham University, Graduate School of Business Administration September 2005 - December 2007
Credit Suisse June 2006 - November 2007
Merrill Lynch October 2003 - June 2006
Condon & Forsyth LLP June 2000 - October 2003
New York County District Attorney's Office September 1996 - May 2000
Volume Services/Canteen Corporation at Yankee Stadium June 1987 - September 1991
Skills
Securities, Hedge Funds, Alternative Investments, Private Equity, Equities, Corporate Governance, Due Diligence, Capital Markets, Securities Regulation, FCPA
Education
Fordham University School of Law 1993 — 1996
JD
Fordham University 1988 — 1992
BA, Economics
Fordham Preparatory 1984 — 1988
H.S.
Bill Bennett's Credit Suisse Experience May 2007 - 2009
Job Senior Strategic Account Executive Global Financial Services at SAS Institute
Industry Financial Services
Experience
SAS Institute July 2015 - Present
HazelTree Treasury Management Solutions August 2013 - July 2015
Bloomberg September 2011 - August 2013
Union Bank / HighMark Capital Management 2009 - August 2011
Credit Suisse May 2007 - 2009
Brown Brothers Harriman & Co June 2005 - May 2007
Plexus Group, a division of JPMorgan June 2004 - June 2005
JPMorgan Chase February 2000 - June 2004
Citigroup August 1996 - February 2000
L'Oreal USA February 1991 - August 1996
Skills
Fixed Income, Equities, Derivatives, Investments, Asset Management, Hedge Funds, FX Options, Securities, New Business Development, Trading Systems, Financial Markets, Financial Services, ETFs, Mutual Funds, Cash Management, Private Equity, Investment Management, Banking, Asset Managment, Risk Management, Portfolio Management, Bloomberg, Relationship Management, Alternative Investments, Foreign Exchange, Strategy, Team Leadership, Cash, Client Development, Equities & Derivatives, French Fluency, Treasury Management, Investment Strategies, FX Dealing, FX Dealing platforms, Fund Administration, Institutional..., Prime Brokerage, Operations Management, Investor Relations, Sales Management, Series 7, series 3, Series 63, Finance, Management, Trading, Capital Markets, Financial Risk, Corporate Finance
Education
Fordham Gabelli School of Business
MBA, International Finance
Worcester Polytechnic Institute 1985 — 1989
BS, Industrial / Management Engineering
Ramsey 1980 — 1986
Wandell 1974 — 1983
SAS Institute July 2015 - Present
HazelTree Treasury Management Solutions August 2013 - July 2015
Bloomberg September 2011 - August 2013
Union Bank / HighMark Capital Management 2009 - August 2011
Credit Suisse May 2007 - 2009
Brown Brothers Harriman & Co June 2005 - May 2007
Plexus Group, a division of JPMorgan June 2004 - June 2005
JPMorgan Chase February 2000 - June 2004
Citigroup August 1996 - February 2000
L'Oreal USA February 1991 - August 1996
Skills
Fixed Income, Equities, Derivatives, Investments, Asset Management, Hedge Funds, FX Options, Securities, New Business Development, Trading Systems, Financial Markets, Financial Services, ETFs, Mutual Funds, Cash Management, Private Equity, Investment Management, Banking, Asset Managment, Risk Management, Portfolio Management, Bloomberg, Relationship Management, Alternative Investments, Foreign Exchange, Strategy, Team Leadership, Cash, Client Development, Equities & Derivatives, French Fluency, Treasury Management, Investment Strategies, FX Dealing, FX Dealing platforms, Fund Administration, Institutional..., Prime Brokerage, Operations Management, Investor Relations, Sales Management, Series 7, series 3, Series 63, Finance, Management, Trading, Capital Markets, Financial Risk, Corporate Finance
Education
Fordham Gabelli School of Business
MBA, International Finance
Worcester Polytechnic Institute 1985 — 1989
BS, Industrial / Management Engineering
Ramsey 1980 — 1986
Wandell 1974 — 1983
Denise Lynne Alvarez's Credit Suisse Experience May 2002 - June 2008
Job Senior Director at Kroll Bond Rating Agency, Inc.
Industry Investment Banking
Experience
Kroll Bond Rating Agency, Inc. March 2014 - Present
Santander Bank, N.A. July 2011 - March 2014
Mizuho Corporate Bank October 2008 - July 2011
Credit Suisse May 2002 - June 2008
Wachovia January 2000 - February 2002
First Union National Bank May 1998 - January 2000
First Union National Bank 1997 - 1998
First Fidelity Bank, NJ 1994 - 1997
First Fidelity Bank, NJ 1993 - 1994
Skills
Credit Analysis, Portfolio Management, Credit, Finance, Financial Modeling, Banking, Loans, Corporate Finance, Capital Markets, Due Diligence, Risk Management, Financial Analysis, Analysis, Underwriting
Education
Fordham University - Graduate School of Business Administration 2011 — 2011
Pre-MBA Program Participant
Rutgers University-New Brunswick 1990 — 1994
BS, Marketing and German
Franklin High School
Kroll Bond Rating Agency, Inc. March 2014 - Present
Santander Bank, N.A. July 2011 - March 2014
Mizuho Corporate Bank October 2008 - July 2011
Credit Suisse May 2002 - June 2008
Wachovia January 2000 - February 2002
First Union National Bank May 1998 - January 2000
First Union National Bank 1997 - 1998
First Fidelity Bank, NJ 1994 - 1997
First Fidelity Bank, NJ 1993 - 1994
Skills
Credit Analysis, Portfolio Management, Credit, Finance, Financial Modeling, Banking, Loans, Corporate Finance, Capital Markets, Due Diligence, Risk Management, Financial Analysis, Analysis, Underwriting
Education
Fordham University - Graduate School of Business Administration 2011 — 2011
Pre-MBA Program Participant
Rutgers University-New Brunswick 1990 — 1994
BS, Marketing and German
Franklin High School
Eric Santiago's Credit Suisse Experience June 2011 - September 2013
Job CPMO Consultant at Educational Testing Service (ETS)
Industry Information Technology and Services
Experience
Educational Testing Service (ETS) September 2013 - Present
Abstergo Consulting Group, Inc. June 2011 - Present
Credit Suisse June 2011 - September 2013
Rolling Forecast Solutions, LLC April 2010 - June 2011
Rolling Forecast Solutions (Mauritius), Ltd April 2010 - June 2011
Thomson Reuters March 2002 - April 2010
Thomson Financial September 1999 - March 2002
Skills
Project Management, Business Analysis, Product Management, Vendor Management, Business Intelligence, Business Requirements, IT Strategy, Program Management, SDLC, Change Management, Strategy, Financial Services, Management, Management Consulting, PMO, IT Management, Analysis, Consulting, Project Planning, Business Strategy
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brooklyn Technical HS 1981 — 1983
Educational Testing Service (ETS) September 2013 - Present
Abstergo Consulting Group, Inc. June 2011 - Present
Credit Suisse June 2011 - September 2013
Rolling Forecast Solutions, LLC April 2010 - June 2011
Rolling Forecast Solutions (Mauritius), Ltd April 2010 - June 2011
Thomson Reuters March 2002 - April 2010
Thomson Financial September 1999 - March 2002
Skills
Project Management, Business Analysis, Product Management, Vendor Management, Business Intelligence, Business Requirements, IT Strategy, Program Management, SDLC, Change Management, Strategy, Financial Services, Management, Management Consulting, PMO, IT Management, Analysis, Consulting, Project Planning, Business Strategy
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brooklyn Technical HS 1981 — 1983
Brendan Welter's Credit Suisse Experience July 2011 - Present
Job Global Head of Cyber Security Operations
Industry Banking
Experience
Credit Suisse July 2011 - Present
Oliver Wyman January 2009 - July 2011
NERA Economic Consulting November 2002 - December 2008
Education
Fordham University 1998 — 2002
Bachelor, Management of Information and Communication Systems
New York Institute of Technology 2006 — 2010
Masters, Information, Network and Computer Security
Brimmer and May 1994 — 1998
Credit Suisse July 2011 - Present
Oliver Wyman January 2009 - July 2011
NERA Economic Consulting November 2002 - December 2008
Education
Fordham University 1998 — 2002
Bachelor, Management of Information and Communication Systems
New York Institute of Technology 2006 — 2010
Masters, Information, Network and Computer Security
Brimmer and May 1994 — 1998
Simeng Tang Simeng Tang's Credit Suisse Experience June 2012 - August 2012
Job Student at Fordham University
Industry Financial Services
Experience
Credit Suisse June 2012 - August 2012
Vencon Management Inc December 2011 - April 2012
JIANGSU INTERNATIONAL TRUST CO., LTD July 2011 - August 2011
Hua An Fund Management Co. Ltd. 2009 - 2009
Skills
Chinese, Excel, Word, Factset, Bloomberg Terminal, Economics
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Science, Global Finance, 4.0
University of St. Andrews 2007 — 2011
Honors Master of Arts, Financial Economics
Credit Suisse June 2012 - August 2012
Vencon Management Inc December 2011 - April 2012
JIANGSU INTERNATIONAL TRUST CO., LTD July 2011 - August 2011
Hua An Fund Management Co. Ltd. 2009 - 2009
Skills
Chinese, Excel, Word, Factset, Bloomberg Terminal, Economics
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Science, Global Finance, 4.0
University of St. Andrews 2007 — 2011
Honors Master of Arts, Financial Economics
Adam Kleinman Adam Kleinman's Credit Suisse Experience 2007 - 2010
Job Commercial Banking Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo 2015 - Present
Wells Fargo 2013 - 2015
JPMorgan Chase 2012 - 2013
Caveat Emptor Capital Management 2012 - 2012
Zions Bancorporation 2012 - 2012
Advent Capital Management 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Valuation, Equity Research, Bloomberg, Financial Modeling, Commercial Banking, Sales, Banking, Comparable Analysis, Credit, Lines Of Credit, Research, Capital IQ, Loans, Middle Market, Strategy, Writing, Accounting, Financial Reporting, Business Objects, Excel, Value Investing, Thomson One, PowerPoint, Bloomberg Terminal, Fixed Income
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, GPA - 3.97
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance, GPA - 3.44
Wells Fargo 2015 - Present
Wells Fargo 2013 - 2015
JPMorgan Chase 2012 - 2013
Caveat Emptor Capital Management 2012 - 2012
Zions Bancorporation 2012 - 2012
Advent Capital Management 2010 - 2011
Credit Suisse 2007 - 2010
Skills
Valuation, Equity Research, Bloomberg, Financial Modeling, Commercial Banking, Sales, Banking, Comparable Analysis, Credit, Lines Of Credit, Research, Capital IQ, Loans, Middle Market, Strategy, Writing, Accounting, Financial Reporting, Business Objects, Excel, Value Investing, Thomson One, PowerPoint, Bloomberg Terminal, Fixed Income
Education
Fordham Gabelli School of Business 2011 — 2013
MBA, Finance, GPA - 3.97
University of Maryland - Robert H. Smith School of Business 2003 — 2007
BS, Finance, GPA - 3.44
Scott Rosenblatt Scott Rosenblatt's Credit Suisse Experience June 2007 - April 2013
Job Executive Director, Insights & Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Credit Suisse June 2007 - April 2013
Credit Suisse July 2004 - June 2007
NBC January 2004 - April 2004
Brick City Records 2002 - 2004
Time Warner Inc. June 2002 - August 2002
Skills
Marketing Strategy, Business Development, Project Management, Content Strategy, Product Marketing, Marketing Communications, Investor Relations, Global Macro Research, Investments, Marketing Research, Analytics, Investment Advisory, Asset Allocation, Corporate Communications, Strategy, Data-driven Marketing, Competitive Analysis, Marketing, Market Research, Investment Strategies, Financial Market..., New Business Development, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Marketing
Ohio University
BS, Communications Management
Morgan Stanley May 2013 - Present
Credit Suisse June 2007 - April 2013
Credit Suisse July 2004 - June 2007
NBC January 2004 - April 2004
Brick City Records 2002 - 2004
Time Warner Inc. June 2002 - August 2002
Skills
Marketing Strategy, Business Development, Project Management, Content Strategy, Product Marketing, Marketing Communications, Investor Relations, Global Macro Research, Investments, Marketing Research, Analytics, Investment Advisory, Asset Allocation, Corporate Communications, Strategy, Data-driven Marketing, Competitive Analysis, Marketing, Market Research, Investment Strategies, Financial Market..., New Business Development, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Marketing
Ohio University
BS, Communications Management
Pamela Schaefer, PMP's Credit Suisse Experience July 2001 - September 2005
Job Senior Program Manager and Relationship Manager
Industry Investment Management
Experience
BlackRock Solutions October 2008 - Present
J.P. Morgan September 2005 - September 2008
Credit Suisse July 2001 - September 2005
UBS June 1998 - May 2001
Skills
Asset Management, Relationship Management, Fixed Income, Project Management, Business Process, Business Analysis, Equities, Portfolio Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, International Finance
Lafayette College 1984 — 1988
BA, International Affairs and History
BlackRock Solutions October 2008 - Present
J.P. Morgan September 2005 - September 2008
Credit Suisse July 2001 - September 2005
UBS June 1998 - May 2001
Skills
Asset Management, Relationship Management, Fixed Income, Project Management, Business Process, Business Analysis, Equities, Portfolio Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, International Finance
Lafayette College 1984 — 1988
BA, International Affairs and History
Christopher DarConte Christopher DarConte's Credit Suisse Experience May 2009 - June 2011
Job Core Prime Brokerage at European Investment Bank
Industry Investment Banking
Experience
Investment Bank May 2013 - Present
UBS Investment Bank May 2011 - May 2013
Credit Suisse May 2009 - June 2011
Citi Private Bank 2005 - 2009
Alliance Bernstein 2000 - 2005
Deutsche Bank 1998 - 2000
Skills
Prime Brokerage, Securities Lending, FX Options, Interest Rate Swaps, Repos, Forwards, Cash, Strategy, Program Coordination, Project Management, Leadership, Agile Methodologies, Investment Banking, Equities, Financial Services, Capital Markets, Management, Hedge Funds, Middle Office
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management, Information Systems
Investment Bank May 2013 - Present
UBS Investment Bank May 2011 - May 2013
Credit Suisse May 2009 - June 2011
Citi Private Bank 2005 - 2009
Alliance Bernstein 2000 - 2005
Deutsche Bank 1998 - 2000
Skills
Prime Brokerage, Securities Lending, FX Options, Interest Rate Swaps, Repos, Forwards, Cash, Strategy, Program Coordination, Project Management, Leadership, Agile Methodologies, Investment Banking, Equities, Financial Services, Capital Markets, Management, Hedge Funds, Middle Office
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Management, Information Systems
Angelika J. Condon Angelika J. Condon's Credit Suisse Experience March 2008 - September 2010
Job Investor Services Representative
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Credit Suisse March 2008 - September 2010
Moodys Investor Services June 2007 - December 2007
STANDARD AMERICAS, INC May 2006 - December 2006
ICT Poland 2001 - 2001
Skills
Credit, Analysis, Data Analysis, Loans, Financial Risk, Capital Markets, Bloomberg, Investment Banking, Valuation, CRM, Financial Modeling, Derivatives, Structured Products, Equities, Financial Analysis, Hedge Funds
Education
Uniwersytet im. Adama Mickiewicza w Poznaniu 1998 — 2003
Master of Arts (M.A.), Russian and English Philology
Fordham University 2004 — 2006
MA, International Political Economy and Development - IPED
Harvard Business School
Finance and Spreadsheet Modeling courses
1998 — 2003
MA, English and Russian Philology - mgr Filologia Rosyjska, mgr Filologia Angielska
Morgan Stanley August 2014 - Present
Credit Suisse March 2008 - September 2010
Moodys Investor Services June 2007 - December 2007
STANDARD AMERICAS, INC May 2006 - December 2006
ICT Poland 2001 - 2001
Skills
Credit, Analysis, Data Analysis, Loans, Financial Risk, Capital Markets, Bloomberg, Investment Banking, Valuation, CRM, Financial Modeling, Derivatives, Structured Products, Equities, Financial Analysis, Hedge Funds
Education
Uniwersytet im. Adama Mickiewicza w Poznaniu 1998 — 2003
Master of Arts (M.A.), Russian and English Philology
Fordham University 2004 — 2006
MA, International Political Economy and Development - IPED
Harvard Business School
Finance and Spreadsheet Modeling courses
1998 — 2003
MA, English and Russian Philology - mgr Filologia Rosyjska, mgr Filologia Angielska
Doris Gullette's Credit Suisse Experience April 1997 - June 2008
Job Sr. Business Managment Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF December 2012 - March 2014
TIAA-CREF April 2011 - December 2012
Columbia University Alumni and Development February 2009 - November 2010
Credit Suisse April 1997 - June 2008
Skills
HR Administration, HR Analytics, Training, Trade Surveillence, Conflict Checks, Outside Interest, Event Coordinator, Accounting, Analysis, Budgets, Employee Relations, Event Planning, Finance, Fundraising, Human Resources, Leadership, Management, Microsoft Office, New Hire Orientations, Onboarding, Performance Management, Policy, Program Management, Project Planning, Recruiting, Research, Strategy, Talent Acquisition, Temporary Placement
Education
Fordham University - Graduate School of Business Administration
Master of Science (M.S.), Human Resources
Manhattan College
Bachelor of Science (B.S.), Industrial and Organizational Psychology
TIAA-CREF March 2014 - Present
TIAA-CREF December 2012 - March 2014
TIAA-CREF April 2011 - December 2012
Columbia University Alumni and Development February 2009 - November 2010
Credit Suisse April 1997 - June 2008
Skills
HR Administration, HR Analytics, Training, Trade Surveillence, Conflict Checks, Outside Interest, Event Coordinator, Accounting, Analysis, Budgets, Employee Relations, Event Planning, Finance, Fundraising, Human Resources, Leadership, Management, Microsoft Office, New Hire Orientations, Onboarding, Performance Management, Policy, Program Management, Project Planning, Recruiting, Research, Strategy, Talent Acquisition, Temporary Placement
Education
Fordham University - Graduate School of Business Administration
Master of Science (M.S.), Human Resources
Manhattan College
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Na Duan Na Duan's Credit Suisse Experience June 2015 - Present
Job Market Risk Consultant at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2015 - Present
Asian Finance Society January 2015 - June 2015
JPMorgan Chase & Co. May 2015 - May 2015
Anchin, Block & Anchin LLP February 2015 - March 2015
China Merchants Bank June 2014 - August 2014
China Merchants Bank February 2014 - August 2014
AXA Advisors June 2013 - August 2013
Career Tu February 2013 - July 2013
China Construction Bank January 2012 - March 2012
China Industrial Bank(兴业银行股份有限公司） June 2011 - August 2011
Skills
Rstudio, Analysis, Corporate Finance, Bloomberg Terminal, Public Speaking, Financial Modeling, Finance, English, Financial Analysis, Accounting, Bloomberg, Valuation, Equity Research, Economics, Equities, Excel, Word,..., Customer Service, Mandarin, Derivatives, Fixed Income, Credit, Friendly Personality, Catonese, French, Stress Testing, CCAR
Education
Fordham Gabelli School of Business 2012 — 2013
Master's degree, Finance, General, 3.6
Credit Suisse June 2015 - Present
Asian Finance Society January 2015 - June 2015
JPMorgan Chase & Co. May 2015 - May 2015
Anchin, Block & Anchin LLP February 2015 - March 2015
China Merchants Bank June 2014 - August 2014
China Merchants Bank February 2014 - August 2014
AXA Advisors June 2013 - August 2013
Career Tu February 2013 - July 2013
China Construction Bank January 2012 - March 2012
China Industrial Bank(兴业银行股份有限公司） June 2011 - August 2011
Skills
Rstudio, Analysis, Corporate Finance, Bloomberg Terminal, Public Speaking, Financial Modeling, Finance, English, Financial Analysis, Accounting, Bloomberg, Valuation, Equity Research, Economics, Equities, Excel, Word,..., Customer Service, Mandarin, Derivatives, Fixed Income, Credit, Friendly Personality, Catonese, French, Stress Testing, CCAR
Education
Fordham Gabelli School of Business 2012 — 2013
Master's degree, Finance, General, 3.6
Edward Moore, CPA Edward Moore, CPA's Credit Suisse Experience January 2004 - March 2009
Job Senior Vice President / Associate Director Tax Reporting at Macquarie Group
Industry Financial Services
Experience
Macquarie Group September 2009 - Present
Barclays March 2009 - September 2009
Credit Suisse January 2004 - March 2009
PwC September 2000 - January 2004
Skills
CPA, Corporate Income Tax..., Tax Returns, OneSource, Partnership Taxation, Transfer Pricing, Big 4
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
Master of Science (MS), Taxation
Fordham University 1996 — 2000
Bachelor of Science (BS), Accounting
Fordham Preparatory School 1992 — 1996
Macquarie Group September 2009 - Present
Barclays March 2009 - September 2009
Credit Suisse January 2004 - March 2009
PwC September 2000 - January 2004
Skills
CPA, Corporate Income Tax..., Tax Returns, OneSource, Partnership Taxation, Transfer Pricing, Big 4
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
Master of Science (MS), Taxation
Fordham University 1996 — 2000
Bachelor of Science (BS), Accounting
Fordham Preparatory School 1992 — 1996
Laurence Hinton Laurence Hinton's Credit Suisse Experience April 2010 - January 2013
Job Financial Services Consultant
Industry Financial Services
Experience
Credit Suisse April 2010 - January 2013
Merrill Lynch & Company June 1996 - April 2010
JPMorgan Chase (formerly Chemical Banking Corp) June 1990 - April 1996
Drexel Burnham Lambert August 1989 - June 1990
Skills
Bonds, Finance, Bloomberg, Fixed Income, Treasury, Derivatives, Currency, Funding, Options, Investment Banking, Middle Office, Commodity, Banking, Portfolio Management, Mutual Funds, Financial Services, Capital Markets
Education
Fordham Gabelli School of Business 1996 — 2000
MBA Finance, finance
St. John's University, The Peter J. Tobin College of Business
Bachelor of Science, Finance
Credit Suisse April 2010 - January 2013
Merrill Lynch & Company June 1996 - April 2010
JPMorgan Chase (formerly Chemical Banking Corp) June 1990 - April 1996
Drexel Burnham Lambert August 1989 - June 1990
Skills
Bonds, Finance, Bloomberg, Fixed Income, Treasury, Derivatives, Currency, Funding, Options, Investment Banking, Middle Office, Commodity, Banking, Portfolio Management, Mutual Funds, Financial Services, Capital Markets
Education
Fordham Gabelli School of Business 1996 — 2000
MBA Finance, finance
St. John's University, The Peter J. Tobin College of Business
Bachelor of Science, Finance
Michael A. Tramonte Michael A. Tramonte's Credit Suisse Experience 2006 - 2006
Job Vice President, Securities Lending at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2006 - Present
Credit Suisse 2006 - 2006
Ardour Capital Investments May 2004 - July 2005
Skills
Capital Markets, Equities, Prime Brokerage, Trading, Bloomberg, Hedge Funds, Fixed Income, Securities, Investment Banking, Series 7, Derivatives, Securities Lending, Collateral Management, Equity Derivatives, Microsoft Excel
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance and Accounting
University at Albany, SUNY
BA
Deutsche Bank April 2006 - Present
Credit Suisse 2006 - 2006
Ardour Capital Investments May 2004 - July 2005
Skills
Capital Markets, Equities, Prime Brokerage, Trading, Bloomberg, Hedge Funds, Fixed Income, Securities, Investment Banking, Series 7, Derivatives, Securities Lending, Collateral Management, Equity Derivatives, Microsoft Excel
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance and Accounting
University at Albany, SUNY
BA
Valerie Trần, CPA, CFE's Credit Suisse Experience 2007 - 2009
Job Manager at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte June 2015 - Present
Credit Suisse 2007 - 2009
Education
Fordham University
Master of Business Administration (M.B.A.)
New York University
Deloitte June 2015 - Present
Credit Suisse 2007 - 2009
Education
Fordham University
Master of Business Administration (M.B.A.)
New York University
Kenol David Kenol David's Credit Suisse Experience September 2015 - Present
Job IT Operations Services Business Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2015 - Present
Pawòl Tafya, LLC May 2009 - Present
Javelin Capital Markets, LLC July 2013 - January 2014
The New York Eye and Ear Infirmary August 2007 - January 2014
Credit Suisse June 2010 - April 2012
KeySpan August 2006 - June 2007
Skills
SQL, Project Management, Java, Microsoft Office, Microsoft SQL Server, JavaScript, HTML, Business Analysis, Windows, Linux, XML, Oracle, MySQL, Microsoft Excel, C#, PHP, C++, Change Management, ITIL, Strategic Planning
Education
Polytechnic University 2010 — 2013
Master of Science (MSc), Construction Management
Fordham University 2002 — 2006
Bachelor of Science (BSc), Computer Science
Credit Suisse September 2015 - Present
Pawòl Tafya, LLC May 2009 - Present
Javelin Capital Markets, LLC July 2013 - January 2014
The New York Eye and Ear Infirmary August 2007 - January 2014
Credit Suisse June 2010 - April 2012
KeySpan August 2006 - June 2007
Skills
SQL, Project Management, Java, Microsoft Office, Microsoft SQL Server, JavaScript, HTML, Business Analysis, Windows, Linux, XML, Oracle, MySQL, Microsoft Excel, C#, PHP, C++, Change Management, ITIL, Strategic Planning
Education
Polytechnic University 2010 — 2013
Master of Science (MSc), Construction Management
Fordham University 2002 — 2006
Bachelor of Science (BSc), Computer Science
Anthony Errante Anthony Errante's Credit Suisse Experience May 2013 - August 2013
Job Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2013 - August 2013
Hess Corporation May 2012 - May 2013
Fordham University October 2011 - May 2012
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Business Administration (MBA), Finance
Fordham University 2009 — 2013
Bachelor of Science (BS), Accounting, Economics Minor, Summa Cum Laude
Regis High School 2005 — 2009
Credit Suisse May 2013 - August 2013
Hess Corporation May 2012 - May 2013
Fordham University October 2011 - May 2012
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Business Administration (MBA), Finance
Fordham University 2009 — 2013
Bachelor of Science (BS), Accounting, Economics Minor, Summa Cum Laude
Regis High School 2005 — 2009
Dr. Linda P. Dowdell Dr. Linda P. Dowdell's Credit Suisse Experience April 2010 - November 2010
Job COO BMO/PMO at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Project Management Solutions, LLC June 2014 - Present
Bridgewater Associates April 2014 - June 2014
JPMorgan Chase, Global Compliance November 2012 - March 2014
Standard and Poor's November 2010 - November 2012
Credit Suisse April 2010 - November 2010
Morgan Stanley April 2008 - January 2010
PRNewwire 2008 - 2008
UBS 2007 - 2007
JPMorgan Chase 1999 - 2005
Skills
Vendor Management, PMP, PMO, SDLC, Project Portfolio..., Program Management, Business Analysis, Risk Management, Project Management, Process Improvement, IT Strategy, Portfolio Management, Software Project..., SharePoint, Requirements Analysis, Governance, Senior Program..., PMO set-up, PMO Services, PMO Design, PMO Development, Enterprise Portfolio..., Programme Office, Analysis, Agile Methodologies, Banking, Project Planning, Leadership, Requirements Gathering, Business Process...
Education
University of Phoenix 2009 — 2014
DBA, Doctor of Business Administration, 3.82
University of Phoenix 2002 — 2004
MBA, Master of Business Administration
Polytechnic University 1992 — 1994
MS, Master Telecommunications & Computing Management
Fordham University
BS, Computer Systems & Management
UBS August 2014 - Present
Project Management Solutions, LLC June 2014 - Present
Bridgewater Associates April 2014 - June 2014
JPMorgan Chase, Global Compliance November 2012 - March 2014
Standard and Poor's November 2010 - November 2012
Credit Suisse April 2010 - November 2010
Morgan Stanley April 2008 - January 2010
PRNewwire 2008 - 2008
UBS 2007 - 2007
JPMorgan Chase 1999 - 2005
Skills
Vendor Management, PMP, PMO, SDLC, Project Portfolio..., Program Management, Business Analysis, Risk Management, Project Management, Process Improvement, IT Strategy, Portfolio Management, Software Project..., SharePoint, Requirements Analysis, Governance, Senior Program..., PMO set-up, PMO Services, PMO Design, PMO Development, Enterprise Portfolio..., Programme Office, Analysis, Agile Methodologies, Banking, Project Planning, Leadership, Requirements Gathering, Business Process...
Education
University of Phoenix 2009 — 2014
DBA, Doctor of Business Administration, 3.82
University of Phoenix 2002 — 2004
MBA, Master of Business Administration
Polytechnic University 1992 — 1994
MS, Master Telecommunications & Computing Management
Fordham University
BS, Computer Systems & Management
Orlando Remak Orlando Remak's Credit Suisse Experience July 2012 - June 2014
Job Associate at GoldPoint Partners LLC
Industry Venture Capital & Private Equity
Experience
GoldPoint Partners LLC September 2014 - Present
Credit Suisse July 2012 - June 2014
Florida State Board of Administration Pension Fund January 2011 - December 2011
Credit Suisse June 2011 - August 2011
Grant Thornton LLP June 2009 - August 2009
H&R Block (Franchisee: Can II, Inc.) January 2008 - April 2009
First American Financial Corporation May 2008 - August 2008
Skills
Financial Modeling, Capital Structure, Financial Analysis, Valuation, Private Equity
Education
Florida State University - College of Business 2009 — 2012
Bachelors, Economics, Finance
Florida State University
Valencia Community College 2007 — 2009
Associates, Economics
GoldPoint Partners LLC September 2014 - Present
Credit Suisse July 2012 - June 2014
Florida State Board of Administration Pension Fund January 2011 - December 2011
Credit Suisse June 2011 - August 2011
Grant Thornton LLP June 2009 - August 2009
H&R Block (Franchisee: Can II, Inc.) January 2008 - April 2009
First American Financial Corporation May 2008 - August 2008
Skills
Financial Modeling, Capital Structure, Financial Analysis, Valuation, Private Equity
Education
Florida State University - College of Business 2009 — 2012
Bachelors, Economics, Finance
Florida State University
Valencia Community College 2007 — 2009
Associates, Economics
Yeung Kai (Henry) Chan Yeung Kai (Henry) Chan's Credit Suisse Experience June 2012 - July 2014
Job Senior Virtualization Engineer at MetLife
Industry Information Technology and Services
Experience
MetLife July 2014 - Present
Credit Suisse June 2012 - July 2014
CREDIT SUISSE July 2010 - June 2012
SportsMEDIA Technology Corporation July 2009 - July 2010
SportsMEDIA Technology Corporation July 2005 - July 2009
Cisco Systems Inc. 2005 - 2005
Skills
Testing, Integration, Operating Systems, Troubleshooting, SQL, Cloud Computing, Software Development, VMware, Visual Studio, Databases, C#, Windows, XML, Software Documentation, Linux, Microsoft Office, Networking, Citrix, System Deployment, PowerShell, C++, Software Engineering, ITIL, Microsoft SQL Server, BMC Patrol, ASP.NET MVC, .NET, Java, JavaScript, OOP, Credit Risk (Trading..., C, Oracle, SQL Server Management..., BladeLogic, Web Application..., IIS, IIS Server Setup..., Visio, Subversion, SharePoint, Web Services, WCF, ASP.NET, Technical Support, Quality Assurance, Virtualization
Education
San Diego State University-California State University 2002 — 2004
Computer Science, Software Engineering, Systems Analysis
Foothill College 2000 — 2002
A.S. in CIS, Computer Information System
MetLife July 2014 - Present
Credit Suisse June 2012 - July 2014
CREDIT SUISSE July 2010 - June 2012
SportsMEDIA Technology Corporation July 2009 - July 2010
SportsMEDIA Technology Corporation July 2005 - July 2009
Cisco Systems Inc. 2005 - 2005
Skills
Testing, Integration, Operating Systems, Troubleshooting, SQL, Cloud Computing, Software Development, VMware, Visual Studio, Databases, C#, Windows, XML, Software Documentation, Linux, Microsoft Office, Networking, Citrix, System Deployment, PowerShell, C++, Software Engineering, ITIL, Microsoft SQL Server, BMC Patrol, ASP.NET MVC, .NET, Java, JavaScript, OOP, Credit Risk (Trading..., C, Oracle, SQL Server Management..., BladeLogic, Web Application..., IIS, IIS Server Setup..., Visio, Subversion, SharePoint, Web Services, WCF, ASP.NET, Technical Support, Quality Assurance, Virtualization
Education
San Diego State University-California State University 2002 — 2004
Computer Science, Software Engineering, Systems Analysis
Foothill College 2000 — 2002
A.S. in CIS, Computer Information System
Katerina Yovchev Katerina Yovchev's Credit Suisse Experience March 2015 - Present
Job Associate, Enterprise Valuation Group at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2015 - Present
KPMG US January 2014 - February 2015
BDO USA, LLP April 2013 - December 2013
Morgan Stanley May 2008 - September 2011
Morgan Stanley October 2007 - May 2008
Citi 2007 - 2007
Skills
Valuation, Portfolio Management, Portfolio Optimization, DCF Valuation, SPSS, SAS, Argus Modeling, Venture Capital, Quantitative Research, Bloomberg Terminal, Leveraged Finance, SWOT analysis, SharePoint, Financial Statement..., Westlaw, Lexis, Syndications, Loan Servicing, LBO, Investment Strategies, Due Diligence, Risk Management, Employee Training, Investment Management, Return on Investment..., Pricing Analysis, Quantitative Analytics, Market Research, Investment Research
Education
Fordham University 2010 — 2012
MBA, Finance, 3.9
Seinäjoen ammattikorkeakoulu 2005 — 2006
Erasmus Exchange Program, International Economics
Ikonomièeski universitet, Varna 2002 — 2006
Bachelor, International Economics, 3.7
Fulbright International Summer Institute 2005 — 2005
Vth Language School 1997 — 2002
English and German
Credit Suisse March 2015 - Present
KPMG US January 2014 - February 2015
BDO USA, LLP April 2013 - December 2013
Morgan Stanley May 2008 - September 2011
Morgan Stanley October 2007 - May 2008
Citi 2007 - 2007
Skills
Valuation, Portfolio Management, Portfolio Optimization, DCF Valuation, SPSS, SAS, Argus Modeling, Venture Capital, Quantitative Research, Bloomberg Terminal, Leveraged Finance, SWOT analysis, SharePoint, Financial Statement..., Westlaw, Lexis, Syndications, Loan Servicing, LBO, Investment Strategies, Due Diligence, Risk Management, Employee Training, Investment Management, Return on Investment..., Pricing Analysis, Quantitative Analytics, Market Research, Investment Research
Education
Fordham University 2010 — 2012
MBA, Finance, 3.9
Seinäjoen ammattikorkeakoulu 2005 — 2006
Erasmus Exchange Program, International Economics
Ikonomièeski universitet, Varna 2002 — 2006
Bachelor, International Economics, 3.7
Fulbright International Summer Institute 2005 — 2005
Vth Language School 1997 — 2002
English and German
Kirsten Furlong Kirsten Furlong's Credit Suisse Experience July 2007 - May 2008
Job HR Generalist, Recruitment Leader at Tessenderlo Kerley, Inc.
Industry Human Resources
Experience
Tessenderlo Kerley, Inc. September 2015 - Present
Maricopa Integrated Health System November 2012 - September 2015
The Junior League of Phoenix 2015 - 2015
TeleTech June 2012 - November 2012
Aetna November 2011 - June 2012
NYU Langone Medical Center July 2008 - November 2011
Credit Suisse July 2007 - May 2008
PricewaterhouseCoopers January 2005 - June 2007
Lebhar-Friedman 2003 - 2004
American Business Media 2000 - 2003
Skills
Talent Acquisition, Talent Management, Employee Relations, Recruiting, Project Management, Strategic Sourcing, Organizational..., Coaching and Career..., Employee Benefits, HRIT, Career Development, Coaching, Interviews, Resume Writing, Staff Development, Applicant Tracking..., Human Resources, Job Fairs, College Recruiting, Leadership, Technical Recruiting, PeopleSoft, Management, Training, Sourcing, Strategy, Personnel Management, Screening, Temporary Placement, Onboarding, Screening Resumes, SDLC, Internet Recruiting, Employment Law, Performance Management, Hiring, Process Improvement
Education
Fordham University 2003 — 2005
Masters of Science, HR Management and Executive Education
University of Arizona 1994 — 1999
Bachelors of Art, Communication, Minor: Psychology and Sociology
Tessenderlo Kerley, Inc. September 2015 - Present
Maricopa Integrated Health System November 2012 - September 2015
The Junior League of Phoenix 2015 - 2015
TeleTech June 2012 - November 2012
Aetna November 2011 - June 2012
NYU Langone Medical Center July 2008 - November 2011
Credit Suisse July 2007 - May 2008
PricewaterhouseCoopers January 2005 - June 2007
Lebhar-Friedman 2003 - 2004
American Business Media 2000 - 2003
Skills
Talent Acquisition, Talent Management, Employee Relations, Recruiting, Project Management, Strategic Sourcing, Organizational..., Coaching and Career..., Employee Benefits, HRIT, Career Development, Coaching, Interviews, Resume Writing, Staff Development, Applicant Tracking..., Human Resources, Job Fairs, College Recruiting, Leadership, Technical Recruiting, PeopleSoft, Management, Training, Sourcing, Strategy, Personnel Management, Screening, Temporary Placement, Onboarding, Screening Resumes, SDLC, Internet Recruiting, Employment Law, Performance Management, Hiring, Process Improvement
Education
Fordham University 2003 — 2005
Masters of Science, HR Management and Executive Education
University of Arizona 1994 — 1999
Bachelors of Art, Communication, Minor: Psychology and Sociology
Steve Bussell Steve Bussell's Credit Suisse Experience August 2010 - July 2015
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Credit Suisse August 2010 - July 2015
Global Traffic Network June 2008 - August 2008
The Potomac Advocates January 2008 - April 2008
Princeton Management LLC May 2006 - August 2006
Skills
Interest Rate..., Financial Analysis, Financial Modeling, Interest Rate Swaps, Credit Derivatives, Markitwire, Operational Risk, Microsoft Office, Clearing, Swaptions, Clearing Houses, CCP, Real Estate, Commercial Real Estate, CMAS, Real Estate License, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Series 7, Series 63
Education
Florida State University 2009 — 2010
Masters of Science, Finance
North Carolina State University 2005 — 2009
B.S., Major in Business Management and a Minor in Economics
JY Monk and Superior School of Real Estate
Series 7 & 63
Bank of America Merrill Lynch July 2015 - Present
Credit Suisse August 2010 - July 2015
Global Traffic Network June 2008 - August 2008
The Potomac Advocates January 2008 - April 2008
Princeton Management LLC May 2006 - August 2006
Skills
Interest Rate..., Financial Analysis, Financial Modeling, Interest Rate Swaps, Credit Derivatives, Markitwire, Operational Risk, Microsoft Office, Clearing, Swaptions, Clearing Houses, CCP, Real Estate, Commercial Real Estate, CMAS, Real Estate License, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Series 7, Series 63
Education
Florida State University 2009 — 2010
Masters of Science, Finance
North Carolina State University 2005 — 2009
B.S., Major in Business Management and a Minor in Economics
JY Monk and Superior School of Real Estate
Series 7 & 63
Paul Szczepaniak Paul Szczepaniak's Credit Suisse Experience August 2012 - Present
Job Institutional Sales European Equities
Industry Investment Banking
Experience
Credit Suisse August 2012 - Present
UniCredit Markets & Investment Banking July 2011 - July 2012
Skills
Bloomberg Terminal, Valuation, Corporate Finance, Investments, Financial Markets, Emerging Markets, Hedge Funds, Fixed Income, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
M.B.A., Finance
Fordham University 2006 — 2010
B.S., Business Administration; Finance; Economics
Credit Suisse August 2012 - Present
UniCredit Markets & Investment Banking July 2011 - July 2012
Skills
Bloomberg Terminal, Valuation, Corporate Finance, Investments, Financial Markets, Emerging Markets, Hedge Funds, Fixed Income, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
M.B.A., Finance
Fordham University 2006 — 2010
B.S., Business Administration; Finance; Economics
Benjamin Wunder Benjamin Wunder's Credit Suisse Experience May 2008 - October 2008
Job Technical Lead at HyperGen Inc.
Industry Computer Software
Experience
HyperGen Inc. August 2012 - Present
HyperGen Inc. April 2010 - August 2012
Wipro Technologies October 2007 - January 2009
Credit Suisse May 2008 - October 2008
Lexmark January 2008 - May 2008
Skills
C, C++, Java, PHP, JavaScript, PeopleCode, PeopleSoft, HTML + CSS, AJAX, CakePHP, MVC, Mysql, SQL Server 2000-2008, SQL*Plus, SQL Tuning, Object Oriented Design, Microsoft Office, Linux, Cygwin, Regular Expressions, Batch Processing, Requirements Analysis, MySQL, Microsoft SQL Server, SQR, Software Development, PeopleTools
Education
Florida State University 2001 — 2006
Computer Science, Computer Science, Mathematics
University of North Carolina at Wilmington 2005 — 2005
N/A, Computer Science
HyperGen Inc. August 2012 - Present
HyperGen Inc. April 2010 - August 2012
Wipro Technologies October 2007 - January 2009
Credit Suisse May 2008 - October 2008
Lexmark January 2008 - May 2008
Skills
C, C++, Java, PHP, JavaScript, PeopleCode, PeopleSoft, HTML + CSS, AJAX, CakePHP, MVC, Mysql, SQL Server 2000-2008, SQL*Plus, SQL Tuning, Object Oriented Design, Microsoft Office, Linux, Cygwin, Regular Expressions, Batch Processing, Requirements Analysis, MySQL, Microsoft SQL Server, SQR, Software Development, PeopleTools
Education
Florida State University 2001 — 2006
Computer Science, Computer Science, Mathematics
University of North Carolina at Wilmington 2005 — 2005
N/A, Computer Science
Luigi Lewin's Credit Suisse Experience October 2008 - Present
Job Director, Prime Brokerage at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2008 - Present
Barclays Capital March 2005 - October 2008
Morgan Stanley & Co. August 1994 - February 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Prime Brokerage, Equities, Fixed Income, Foreign..., Swaps, Mortgage Backed..., Equity Derivatives, Capital Markets, Investment Banking, Series 7, Swaps, Structured Products, FX Options, Interest Rate..., Securities, Financial Services, Credit Derivatives, Bloomberg, Trading, Securities Lending, Alternative Investments, Trading Systems, Bonds, Electronic Trading, Emerging Markets, Financial Markets, Back Office, Options, Settlement, Asset Management, Market Data, Structured Finance, Operational Risk, Commodity
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Marketing
Oberlin College 1990 — 1994
BA, Political Science, French
Horace Mann School 1986 — 1990
H.S.
Credit Suisse October 2008 - Present
Barclays Capital March 2005 - October 2008
Morgan Stanley & Co. August 1994 - February 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Prime Brokerage, Equities, Fixed Income, Foreign..., Swaps, Mortgage Backed..., Equity Derivatives, Capital Markets, Investment Banking, Series 7, Swaps, Structured Products, FX Options, Interest Rate..., Securities, Financial Services, Credit Derivatives, Bloomberg, Trading, Securities Lending, Alternative Investments, Trading Systems, Bonds, Electronic Trading, Emerging Markets, Financial Markets, Back Office, Options, Settlement, Asset Management, Market Data, Structured Finance, Operational Risk, Commodity
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Marketing
Oberlin College 1990 — 1994
BA, Political Science, French
Horace Mann School 1986 — 1990
H.S.
Brian Goff's Credit Suisse Experience January 2007 - May 2008
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. August 2015 - Present
GTC Solutions, LLC May 2014 - August 2015
Balyasny Asset Management May 2008 - May 2014
Credit Suisse January 2007 - May 2008
THE ROHATYN GROUP 2004 - 2006
INTERNATIONAL ASSET TRANSACTIONS, LLC 2001 - 2004
iNautix Technologies January 2000 - January 2001
Deloitte Consulting 1994 - 2000
AGS Information Services, A NYNEX Company 1990 - 1994
Skills
Derivatives, Business Analysis, Fixed Income, Equities, Risk Management, Trading Systems, Trading, Portfolio Management, Hedge Funds, SDLC, Financial Risk, Valuation, C#, Investments, Back Office, Credit Derivatives, Capital Markets, Management, Asset Management, Integration
Education
Fordham Graduate School of Business 1991 — 1995
MBA, Information Systems, Finance
Rensselaer Polytechnic Institute 1978 — 1984
M. Eng., Engineering
Rensselaer Polytechnic Institute 1978 — 1983
BS, Engineering, Math
JPMorgan Chase & Co. August 2015 - Present
GTC Solutions, LLC May 2014 - August 2015
Balyasny Asset Management May 2008 - May 2014
Credit Suisse January 2007 - May 2008
THE ROHATYN GROUP 2004 - 2006
INTERNATIONAL ASSET TRANSACTIONS, LLC 2001 - 2004
iNautix Technologies January 2000 - January 2001
Deloitte Consulting 1994 - 2000
AGS Information Services, A NYNEX Company 1990 - 1994
Skills
Derivatives, Business Analysis, Fixed Income, Equities, Risk Management, Trading Systems, Trading, Portfolio Management, Hedge Funds, SDLC, Financial Risk, Valuation, C#, Investments, Back Office, Credit Derivatives, Capital Markets, Management, Asset Management, Integration
Education
Fordham Graduate School of Business 1991 — 1995
MBA, Information Systems, Finance
Rensselaer Polytechnic Institute 1978 — 1984
M. Eng., Engineering
Rensselaer Polytechnic Institute 1978 — 1983
BS, Engineering, Math
Eileen Begg's Credit Suisse Experience November 2009 - Present
Job Vice President Marketing at Credit Suisse
Industry Marketing and Advertising
Experience
Credit Suisse November 2009 - Present
Allen & Company 2008 - 2009
Memorial Sloan-Kettering Cancer Center 2004 - 2007
Showtime Networks Inc. 2000 - 2003
New York Road Runners 1999 - 2000
Professional Sports Publications 1998 - 1999
New Jersey Devils Hockey Club 1996 - 1998
Credit Suisse First Boston 1989 - 1996
Execution Services Inc. (Formerly a subsidiary of Morgan Stanley) 1988 - 1989
Skills
Marketing Strategy, Marketing, Online Advertising, Corporate Communications, Management, Internal Communications, Social Media Marketing, Budgets, Sponsorship, Television, Leadership, Digital Marketing, Product Marketing, Sales, Strategy, Integrated Marketing, Social Media, Marketing Communications, Advertising, Strategic Partnerships, Direct Marketing, Email Marketing, Digital Media, Brand Management
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Marketing
Providence College 1983 — 1987
BA
Université de Fribourg/Universität Freiburg
Credit Suisse November 2009 - Present
Allen & Company 2008 - 2009
Memorial Sloan-Kettering Cancer Center 2004 - 2007
Showtime Networks Inc. 2000 - 2003
New York Road Runners 1999 - 2000
Professional Sports Publications 1998 - 1999
New Jersey Devils Hockey Club 1996 - 1998
Credit Suisse First Boston 1989 - 1996
Execution Services Inc. (Formerly a subsidiary of Morgan Stanley) 1988 - 1989
Skills
Marketing Strategy, Marketing, Online Advertising, Corporate Communications, Management, Internal Communications, Social Media Marketing, Budgets, Sponsorship, Television, Leadership, Digital Marketing, Product Marketing, Sales, Strategy, Integrated Marketing, Social Media, Marketing Communications, Advertising, Strategic Partnerships, Direct Marketing, Email Marketing, Digital Media, Brand Management
Education
Fordham Gabelli School of Business 1992 — 1996
MBA, Marketing
Providence College 1983 — 1987
BA
Université de Fribourg/Universität Freiburg
Jason Gelinas's Credit Suisse Experience May 1999 - November 2003
Job Director at Citi
Industry Information Technology and Services
Experience
Citi January 2013 - Present
Citigroup November 2003 - Present
Credit Suisse May 1999 - November 2003
Skills
User Experience, Java Enterprise Edition, MongoDB, Node.js, Twitter Bootstrap, Express.js, JavaScript, MSSQL, Oracle, Flex, Information Security..., Management, SDLC, Team Leadership, Agile Methodologies, SharePoint, IT Strategy, Enterprise Architecture
Education
Fordham University - Graduate School of Business Administration
MBA
Fordham University
BA, Information Systems
HCRHS
Citi January 2013 - Present
Citigroup November 2003 - Present
Credit Suisse May 1999 - November 2003
Skills
User Experience, Java Enterprise Edition, MongoDB, Node.js, Twitter Bootstrap, Express.js, JavaScript, MSSQL, Oracle, Flex, Information Security..., Management, SDLC, Team Leadership, Agile Methodologies, SharePoint, IT Strategy, Enterprise Architecture
Education
Fordham University - Graduate School of Business Administration
MBA
Fordham University
BA, Information Systems
HCRHS
Victor O'Laughlen, Jr.'s Credit Suisse Experience July 2012 - July 2013
Job Product Manager Collateral Management
Industry Financial Services
Experience
Credit Suisse July 2012 - July 2013
Bank of New York Mellon 2007 - June 2012
Fannie Mae February 2006 - November 2006
BearingPoint Consulting 2003 - 2005
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
James Madison University 1998 — 2003
finance/CIS, business
Credit Suisse July 2012 - July 2013
Bank of New York Mellon 2007 - June 2012
Fannie Mae February 2006 - November 2006
BearingPoint Consulting 2003 - 2005
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
James Madison University 1998 — 2003
finance/CIS, business
Santo Ricciardi's Credit Suisse Experience 2014 - Present
Job
Industry Investment Banking
Experience
Credit Suisse 2014 - Present
CREDIT SUISSE 1997 - 2014
Credit Suisse 1994 - 1997
American Cyanamid 1991 - 1994
New York Life 1988 - 1991
Federal Reserve Bank of NY 1985 - 1988
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Fixed Income, Swaps, Market Risk, Equity Derivatives, Electronic Trading, Trading Systems, Structured Products, Credit Derivatives, Credit Risk, Asset Management, Securities Lending, Leadership, Options, Financial Risk, Securitization, Valuation, Reference Data, SDLC, Interest Rate..., FX Options, Alternative Investments, Financial Markets, Banking, Back Office, Commodity, Sybase, Risk Management, Bloomberg, Market Data, Structured Finance, Bonds, Portfolio Management, Operational Risk..., Collateral Management, Emerging Markets, Operational Risk, Securities, Trading, Financial Modeling, Business Analysis, CDS, Financial Services, Asset Managment
Education
Fordham Gabelli School of Business 1990 — 1995
MBA
Seton Hall University 1981 — 1985
BS
Summit High School
Credit Suisse 2014 - Present
CREDIT SUISSE 1997 - 2014
Credit Suisse 1994 - 1997
American Cyanamid 1991 - 1994
New York Life 1988 - 1991
Federal Reserve Bank of NY 1985 - 1988
Skills
Capital Markets, Investment Banking, Derivatives, Equities, Fixed Income, Swaps, Market Risk, Equity Derivatives, Electronic Trading, Trading Systems, Structured Products, Credit Derivatives, Credit Risk, Asset Management, Securities Lending, Leadership, Options, Financial Risk, Securitization, Valuation, Reference Data, SDLC, Interest Rate..., FX Options, Alternative Investments, Financial Markets, Banking, Back Office, Commodity, Sybase, Risk Management, Bloomberg, Market Data, Structured Finance, Bonds, Portfolio Management, Operational Risk..., Collateral Management, Emerging Markets, Operational Risk, Securities, Trading, Financial Modeling, Business Analysis, CDS, Financial Services, Asset Managment
Education
Fordham Gabelli School of Business 1990 — 1995
MBA
Seton Hall University 1981 — 1985
BS
Summit High School
Stephen Douglass's Credit Suisse Experience October 2007 - December 2008
Job Citigroup Capital Markets
Industry Capital Markets
Experience
Citigroup Capital Markets September 2013 - Present
Morgan Stanley September 2009 - September 2013
Credit Suisse October 2007 - December 2008
Ernst & Young September 2005 - October 2007
Goldman Sachs January 2000 - October 2004
Skills
Fixed Income, Derivatives, Structured Finance, Series 7, Series 63, Risk Management, Swaps, Operational Risk, Series 24, Financial Services, Financial Risk, Trading, Credit, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance
Citigroup Capital Markets September 2013 - Present
Morgan Stanley September 2009 - September 2013
Credit Suisse October 2007 - December 2008
Ernst & Young September 2005 - October 2007
Goldman Sachs January 2000 - October 2004
Skills
Fixed Income, Derivatives, Structured Finance, Series 7, Series 63, Risk Management, Swaps, Operational Risk, Series 24, Financial Services, Financial Risk, Trading, Credit, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance
Monica Graham, MBA's Credit Suisse Experience January 2006 - December 2006
Job VP Project Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase August 2007 - Present
AXA Equitable January 2007 - August 2007
Credit Suisse January 2006 - December 2006
The Bank of New York August 2003 - January 2006
Deutsche Bank October 1998 - August 2003
Merrill Lynch July 1996 - October 1998
Skills
SDLC, Project Portfolio..., Visio, Business Analysis, Risk Management, IT Strategy, Program Management, Vendor Management, Software Project..., Project Management, PMO, Process Improvement, MS Project
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance, Information Systems
Stevens Institute of Technology 1992 — 1996
BE, Engineering Management
Hillside High School
JPMorgan Chase August 2007 - Present
AXA Equitable January 2007 - August 2007
Credit Suisse January 2006 - December 2006
The Bank of New York August 2003 - January 2006
Deutsche Bank October 1998 - August 2003
Merrill Lynch July 1996 - October 1998
Skills
SDLC, Project Portfolio..., Visio, Business Analysis, Risk Management, IT Strategy, Program Management, Vendor Management, Software Project..., Project Management, PMO, Process Improvement, MS Project
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance, Information Systems
Stevens Institute of Technology 1992 — 1996
BE, Engineering Management
Hillside High School
John Goeller's Credit Suisse Experience April 2001 - April 2002
Job Managing Director at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch April 2007 - December 2009
Lehman Brothers April 2002 - February 2007
Credit Suisse April 2001 - April 2002
Citi December 1991 - April 2001
Chase May 1986 - November 1991
Skills
Electronic Trading, Prime Brokerage, Program Trading, Market Structure, Trading Systems, Equities, Equity Trading, Hedge Funds, Trading System, Capital Markets, Series 7, Low Latency, Proprietary Trading, Series 24, High Frequency Trading
Education
Fordham Gabelli School of Business 1997 — 1999
Merrill Lynch January 2010 - Present
Merrill Lynch April 2007 - December 2009
Lehman Brothers April 2002 - February 2007
Credit Suisse April 2001 - April 2002
Citi December 1991 - April 2001
Chase May 1986 - November 1991
Skills
Electronic Trading, Prime Brokerage, Program Trading, Market Structure, Trading Systems, Equities, Equity Trading, Hedge Funds, Trading System, Capital Markets, Series 7, Low Latency, Proprietary Trading, Series 24, High Frequency Trading
Education
Fordham Gabelli School of Business 1997 — 1999
Lyle Monteserrato's Credit Suisse Experience January 2015 - Present
Job Director Credit Suisse Private Banking North America Lending Group
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse January 2007 - December 2014
DLJ / Credit Suisse February 2000 - December 2006
Chase Manhattan Bank August 1994 - February 2000
Skills
Series 24, Series 7, Series 79, Series 66, FINRA, Private Banking, Uniform Combined State..., Loans, Series 63, Fixed Income, Securities, Equities, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Capital Markets
Education
Fordham University 1990 — 1994
B.S., Business Administration
Chaminade 1986 — 1990
Credit Suisse January 2015 - Present
Credit Suisse January 2007 - December 2014
DLJ / Credit Suisse February 2000 - December 2006
Chase Manhattan Bank August 1994 - February 2000
Skills
Series 24, Series 7, Series 79, Series 66, FINRA, Private Banking, Uniform Combined State..., Loans, Series 63, Fixed Income, Securities, Equities, Alternative Investments, Hedge Funds, Bloomberg, Derivatives, Capital Markets
Education
Fordham University 1990 — 1994
B.S., Business Administration
Chaminade 1986 — 1990
William Nunez's Credit Suisse Experience June 2006 - Present
Job Director Alternative Investments Risk at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2006 - Present
Merrill Lynch Investment Managers June 2004 - June 2006
Fitch Ratings 2000 - 2004
Skills
Fixed Income, Capital Markets, Structured Finance, Risk Management, Investment Banking, Derivatives, Structured Products, Equities, Alternative Investments, Credit Derivatives, Asset Management, Hedge Funds, Portfolio Management, Financial Markets, Bloomberg
Education
Fordham Gabelli School of Business 2000 — 2004
Credit Suisse June 2006 - Present
Merrill Lynch Investment Managers June 2004 - June 2006
Fitch Ratings 2000 - 2004
Skills
Fixed Income, Capital Markets, Structured Finance, Risk Management, Investment Banking, Derivatives, Structured Products, Equities, Alternative Investments, Credit Derivatives, Asset Management, Hedge Funds, Portfolio Management, Financial Markets, Bloomberg
Education
Fordham Gabelli School of Business 2000 — 2004
Steven Calick's Credit Suisse Experience November 1995 - March 2004
Job Experienced Finance and Operational Risk Professional
Industry Financial Services
Experience
HSBC December 2012 - Present
Morgan Stanley November 2011 - September 2012
Barclays Capital May 2005 - April 2011
KBC Financial Products March 2004 - April 2005
Credit Suisse November 1995 - March 2004
Skills
Internal Controls, Team Leadership, Process Improvement, Product Control, Operational Risk, Financial Controlling, Risk Management, Risk Assessment, Enterprise Risk..., Operational Control, External Audit, Incident Investigation, Derivatives, Financial Audits, Prime Brokerage, Auditing, Hedge Funds, Equities, Finance, Securities, Credit, Trading, Fixed Income, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Accounting
HSBC December 2012 - Present
Morgan Stanley November 2011 - September 2012
Barclays Capital May 2005 - April 2011
KBC Financial Products March 2004 - April 2005
Credit Suisse November 1995 - March 2004
Skills
Internal Controls, Team Leadership, Process Improvement, Product Control, Operational Risk, Financial Controlling, Risk Management, Risk Assessment, Enterprise Risk..., Operational Control, External Audit, Incident Investigation, Derivatives, Financial Audits, Prime Brokerage, Auditing, Hedge Funds, Equities, Finance, Securities, Credit, Trading, Fixed Income, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Accounting
Christopher Paliotta's Credit Suisse Experience 1999 - 2004
Job Senior Consultant at Capital Markets Advisors
Industry Banking
Experience
Capital Markets Advisors August 2012 - Present
KBC Financial Products April 2006 - January 2012
Credit Suisse 1999 - 2004
Credit Suisse 1999 - 2004
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Investment Banking, Hedge Funds, Credit Derivatives, Equities, Equity Derivatives, Structured Products, Alternative Investments, Trading Systems, Settlement, Options, Product Control, Prime Brokerage, Trading, Bonds, Swaps, Financial Modeling, Interest Rate..., Series 7, Risk Management, Securities, Financial Markets, Financial Risk
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Manhattan College
BS, Finance
Capital Markets Advisors August 2012 - Present
KBC Financial Products April 2006 - January 2012
Credit Suisse 1999 - 2004
Credit Suisse 1999 - 2004
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Derivatives, Capital Markets, Bloomberg, Investment Banking, Hedge Funds, Credit Derivatives, Equities, Equity Derivatives, Structured Products, Alternative Investments, Trading Systems, Settlement, Options, Product Control, Prime Brokerage, Trading, Bonds, Swaps, Financial Modeling, Interest Rate..., Series 7, Risk Management, Securities, Financial Markets, Financial Risk
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Manhattan College
BS, Finance
Matt Kulekofsky's Credit Suisse Experience June 2001 - August 2001
Job Executive Director Global Structured Products at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
JPMorgan September 2009 - Present
Miller Tabak Roberts Securities, LLC May 2009 - October 2009
Banc of America Securities June 2003 - January 2009
Bear Stearns August 2002 - February 2003
Credit Suisse June 2001 - August 2001
Morgan Stanley 1997 - 2000
Skills
ABS, Hedge Funds, CMBS, Structured Products, Residential Mortgages, CDO, MBS, Fixed Income, Capital Markets, Series 7
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Science, Political Science
Lana Gifas's Credit Suisse Experience 1997 - 1998
Job Executive Director at Women's Mentoring Network, Inc.
Industry Nonprofit Organization Management
Experience
Women's Mentoring Network, Inc. January 2015 - Present
UBS Investment Bank July 2006 - December 2014
Deutsche Bank Securities 2000 - 2006
HSBC 1998 - 2000
Credit Suisse 1997 - 1998
Citi 1994 - 1997
Skills
High Yield, Investment Banking, Capital Markets, Leveraged Finance, Fixed Income, Corporate Finance, Syndications, Private Equity, Valuation, Financial Structuring, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Mergers & Acquisitions, Structured Finance
Education
Fordham University - Graduate School of Business Administration
Masters of Business Administration, Business Administration and Management, General
Fordham University School of Business Administration
Bachelor of Science (B.S.), Business Administration / International Marketing / International Finance / French
Women's Mentoring Network, Inc. January 2015 - Present
UBS Investment Bank July 2006 - December 2014
Deutsche Bank Securities 2000 - 2006
HSBC 1998 - 2000
Credit Suisse 1997 - 1998
Citi 1994 - 1997
Skills
High Yield, Investment Banking, Capital Markets, Leveraged Finance, Fixed Income, Corporate Finance, Syndications, Private Equity, Valuation, Financial Structuring, Financial Modeling, Portfolio Management, Credit, Credit Analysis, Mergers & Acquisitions, Structured Finance
Education
Fordham University - Graduate School of Business Administration
Masters of Business Administration, Business Administration and Management, General
Fordham University School of Business Administration
Bachelor of Science (B.S.), Business Administration / International Marketing / International Finance / French
Karina Mattis's Credit Suisse Experience June 2015 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse August 2007 - May 2015
Morgan Stanley July 1994 - July 2007
Skills
Structured Products, Series 7, Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Securities, Equity Derivatives, Series 63, Financial Markets, Portfolio Management, Wealth Management, Certified Investment...
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BA, English
Credit Suisse June 2015 - Present
Credit Suisse August 2007 - May 2015
Morgan Stanley July 1994 - July 2007
Skills
Structured Products, Series 7, Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Securities, Equity Derivatives, Series 63, Financial Markets, Portfolio Management, Wealth Management, Certified Investment...
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BA, English
Joseph Dwyer's Credit Suisse Experience August 2009 - August 2010
Job Vice President at Citi Finance
Industry Financial Services
Experience
Citi September 2012 - Present
Citi July 2010 - September 2012
Credit Suisse August 2009 - August 2010
Morgan Stanley August 2006 - February 2008
Morgan Stanley June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Planning, Analysis, Project Finance, Excel, Forecasting, Financial Reporting, PowerPoint, Microsoft Excel, Leadership, Strategic Financial..., Banking, Management, Finance, Business Strategy, Accounting, Budgets, Due Diligence, Project Management
Education
Fordham University 2001 — 2005
BS, Finance, Marketing
Citi September 2012 - Present
Citi July 2010 - September 2012
Credit Suisse August 2009 - August 2010
Morgan Stanley August 2006 - February 2008
Morgan Stanley June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Planning, Analysis, Project Finance, Excel, Forecasting, Financial Reporting, PowerPoint, Microsoft Excel, Leadership, Strategic Financial..., Banking, Management, Finance, Business Strategy, Accounting, Budgets, Due Diligence, Project Management
Education
Fordham University 2001 — 2005
BS, Finance, Marketing
Fred Mastromarino Jr's Credit Suisse Experience September 2015 - Present
Job Vice President | Controller | Strategic Business Partner at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse September 2015 - Present
Credit Suisse July 2010 - September 2015
Credit Suisse August 2008 - July 2010
Credit Suisse October 1997 - August 2008
Credit Suisse September 1995 - October 1997
Skills
Fixed Income, Internal Controls, Derivatives, Credit Derivatives, Structured Products, Capital Markets, Product Control, Equities, Interest Rate..., Investment Banking, FINRA, Trading, Treasury, Commercial Paper, Bloomberg, FX Options, Middle Office, Hedge Funds, Swaps, Financial Analysis, Bonds, Conduit, ABCP, Interest Rates, Interest Rate Hedging, Fixed Income Analysis, Risk Management, Outsourcing Management, Account Reconciliation, Valuation, FX Hedging, FX Spot, FX Swaps, Transfer Pricing, Market Risk, Credit Risk, Series 7, Series 24, Auditing, Series 63, Series 79, Financial Accounting, Bank Reconciliation, G/L Reconciliations, Data Reconciliation, Reference Data, Financial Reporting, Foreign Exchange, Asset Backed Financing, Asset Backed Lending
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
M.B.A., Finance
Saint John's University 1990 — 1994
B.S., Finance
Credit Suisse September 2015 - Present
Credit Suisse July 2010 - September 2015
Credit Suisse August 2008 - July 2010
Credit Suisse October 1997 - August 2008
Credit Suisse September 1995 - October 1997
Skills
Fixed Income, Internal Controls, Derivatives, Credit Derivatives, Structured Products, Capital Markets, Product Control, Equities, Interest Rate..., Investment Banking, FINRA, Trading, Treasury, Commercial Paper, Bloomberg, FX Options, Middle Office, Hedge Funds, Swaps, Financial Analysis, Bonds, Conduit, ABCP, Interest Rates, Interest Rate Hedging, Fixed Income Analysis, Risk Management, Outsourcing Management, Account Reconciliation, Valuation, FX Hedging, FX Spot, FX Swaps, Transfer Pricing, Market Risk, Credit Risk, Series 7, Series 24, Auditing, Series 63, Series 79, Financial Accounting, Bank Reconciliation, G/L Reconciliations, Data Reconciliation, Reference Data, Financial Reporting, Foreign Exchange, Asset Backed Financing, Asset Backed Lending
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
M.B.A., Finance
Saint John's University 1990 — 1994
B.S., Finance
Michael Criscito's Credit Suisse Experience May 1998 - Present
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 1998 - Present
HSBC Global Banking and Markets August 1995 - May 1998
Bear Stearns & Co. Inc. April 1993 - August 1995
Skills
Debt Restructuring, Reputation Management, Financial Structuring, Capital Markets, Business Strategy, Investment Banking, Hedge Funds, Fixed Income, Structured Finance, Derivatives, Structured Products, Valuation, Private Equity, Equities, Portfolio Management, Investments, Corporate Finance, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business
The Ross Executive Program
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
The George Washington University
Bachelor's Degree, Marketing
Delbarton School
High School
Credit Suisse May 1998 - Present
HSBC Global Banking and Markets August 1995 - May 1998
Bear Stearns & Co. Inc. April 1993 - August 1995
Skills
Debt Restructuring, Reputation Management, Financial Structuring, Capital Markets, Business Strategy, Investment Banking, Hedge Funds, Fixed Income, Structured Finance, Derivatives, Structured Products, Valuation, Private Equity, Equities, Portfolio Management, Investments, Corporate Finance, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business
The Ross Executive Program
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
The George Washington University
Bachelor's Degree, Marketing
Delbarton School
High School
Brad Ansary's Credit Suisse Experience January 2008 - May 2013
Job President at Ansaco LLC
Industry Venture Capital & Private Equity
Experience
Ansaco LLC May 2013 - Present
Credit Suisse January 2008 - May 2013
Rodman & Renshaw June 2007 - October 2007
ABN AMRO September 2005 - January 2007
Advest, Inc. August 2000 - August 2003
Skills
Investment Banking, Private Placements, Valuation, Equities, Capital Markets, Alternative Investments, Series 7, Fixed Income, Due Diligence, Bloomberg, Derivatives, Hedge Funds, Private Equity, Investment Management, Investments, Financial Modeling, Equity Research
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Randolph-Macon College 1996 — 2000
BA, Economics and Business
Landon School 1990 — 1995
Ansaco LLC May 2013 - Present
Credit Suisse January 2008 - May 2013
Rodman & Renshaw June 2007 - October 2007
ABN AMRO September 2005 - January 2007
Advest, Inc. August 2000 - August 2003
Skills
Investment Banking, Private Placements, Valuation, Equities, Capital Markets, Alternative Investments, Series 7, Fixed Income, Due Diligence, Bloomberg, Derivatives, Hedge Funds, Private Equity, Investment Management, Investments, Financial Modeling, Equity Research
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Randolph-Macon College 1996 — 2000
BA, Economics and Business
Landon School 1990 — 1995
Carlyle Sheppard's Credit Suisse Experience August 2009 - Present
Job Regional Services DBA Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2009 - Present
Goldman Sachs January 2005 - October 2007
Goldman Sachs Asset Management August 1997 - January 2005
IBM 1983 - 1989
Education
Pace University 1980 — 1984
MBA, Information Systems
Fordham University 1973 — 1977
BA, Mathematics
Credit Suisse August 2009 - Present
Goldman Sachs January 2005 - October 2007
Goldman Sachs Asset Management August 1997 - January 2005
IBM 1983 - 1989
Education
Pace University 1980 — 1984
MBA, Information Systems
Fordham University 1973 — 1977
BA, Mathematics
Christine Murray's Credit Suisse Experience March 2002 - September 2005
Job Product Control
Industry Financial Services
Experience
Citigroup April 2012 - Present
Deutsche Bank October 2005 - April 2012
Credit Suisse March 2002 - September 2005
Skills
Credit Derivatives, Structured Products, Fixed Income, Investment Banking, Structured Finance, Derivatives, Equities
Education
Fordham Gabelli School of Business
MBA, Finance
Pace University
Bachelor of Business Administration (BBA), Accounting
Citigroup April 2012 - Present
Deutsche Bank October 2005 - April 2012
Credit Suisse March 2002 - September 2005
Skills
Credit Derivatives, Structured Products, Fixed Income, Investment Banking, Structured Finance, Derivatives, Equities
Education
Fordham Gabelli School of Business
MBA, Finance
Pace University
Bachelor of Business Administration (BBA), Accounting
Frank Bravin's Credit Suisse Experience November 2004 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
Citi July 2010 - March 2011
Credit Suisse November 2004 - July 2010
Wachovia Securities July 2002 - November 2004
Prudential Securities, Inc. January 2001 - July 2002
Prudential Securities, Inc. January 1995 - December 2000
Royce 1994 - 1995
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, International Management
Long Island University, C.W. Post Campus 1999 — 2006
Financial Planning Certificate Program
Fordham University 1990 — 1994
Bachelor of Science, International Management Systems - GLOBE
La Salle Military Academy 1985 — 1989
Regents Diploma, Military Training Certificate
St Aloysius 1979 — 1985
Citi July 2010 - March 2011
Credit Suisse November 2004 - July 2010
Wachovia Securities July 2002 - November 2004
Prudential Securities, Inc. January 2001 - July 2002
Prudential Securities, Inc. January 1995 - December 2000
Royce 1994 - 1995
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, International Management
Long Island University, C.W. Post Campus 1999 — 2006
Financial Planning Certificate Program
Fordham University 1990 — 1994
Bachelor of Science, International Management Systems - GLOBE
La Salle Military Academy 1985 — 1989
Regents Diploma, Military Training Certificate
St Aloysius 1979 — 1985
Edward Lachanski's Credit Suisse Experience June 2009 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2009 - Present
Lehman Brothers 2007 - 2009
Avaya 2005 - 2007
Skills
Forecasting, Investment Banking, Equities, Fixed Income, Capital Markets, Financial Analysis, Financial Modeling, Derivatives, Corporate Finance
Education
Fordham Gabelli School of Business 1995 — 1998
Seton Hall University
Credit Suisse June 2009 - Present
Lehman Brothers 2007 - 2009
Avaya 2005 - 2007
Skills
Forecasting, Investment Banking, Equities, Fixed Income, Capital Markets, Financial Analysis, Financial Modeling, Derivatives, Corporate Finance
Education
Fordham Gabelli School of Business 1995 — 1998
Seton Hall University
Kerry Craig's Credit Suisse Experience November 2011 - January 2014
Job Consultant at Loft9
Industry Information Technology and Services
Experience
Loft9 February 2015 - Present
Ranku, Inc. January 2014 - October 2014
Credit Suisse November 2011 - January 2014
Credit Suisse September 2009 - December 2011
Credit Suisse July 2007 - September 2009
Gravitas Technology August 2006 - May 2007
Skills
Business Analysis, Business Operations, Requirements Gathering, JavaScript, jQuery, HTML 5, CSS3, Node.js, MongoDB, Technical Analysis, Communicaitons, Requirements Analysis, Requirements..., Product Development, AJAX, Jade
Education
RefactorU: Web Application Development Bootcamp
Web Application Development Bootcamp
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance
Fordham University 2003 — 2007
Bachelor of Science, Management of Information and Communication Systems
Loft9 February 2015 - Present
Ranku, Inc. January 2014 - October 2014
Credit Suisse November 2011 - January 2014
Credit Suisse September 2009 - December 2011
Credit Suisse July 2007 - September 2009
Gravitas Technology August 2006 - May 2007
Skills
Business Analysis, Business Operations, Requirements Gathering, JavaScript, jQuery, HTML 5, CSS3, Node.js, MongoDB, Technical Analysis, Communicaitons, Requirements Analysis, Requirements..., Product Development, AJAX, Jade
Education
RefactorU: Web Application Development Bootcamp
Web Application Development Bootcamp
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance
Fordham University 2003 — 2007
Bachelor of Science, Management of Information and Communication Systems
Michael Madura's Credit Suisse Experience October 1986 - September 2006
Job Principal at Bank of America
Industry Financial Services
Experience
Bank of America 2006 - Present
Bank of America Merrill Lynch 2006 - Present
Credit Suisse October 1986 - September 2006
EF Hutton 1983 - 1986
Skills
Equities, Equity Derivatives, Settlement, Trading, Securities Lending, Operational Risk..., Capital Markets, Investment Banking, Prime Brokerage, Risk Management, Operational Risk, Alternative Investments, Asset Management, Fixed Income
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A., Finance/Investment Management
Ithaca College 1979 — 1983
B.S., Finance/Economics
Bank of America 2006 - Present
Bank of America Merrill Lynch 2006 - Present
Credit Suisse October 1986 - September 2006
EF Hutton 1983 - 1986
Skills
Equities, Equity Derivatives, Settlement, Trading, Securities Lending, Operational Risk..., Capital Markets, Investment Banking, Prime Brokerage, Risk Management, Operational Risk, Alternative Investments, Asset Management, Fixed Income
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A., Finance/Investment Management
Ithaca College 1979 — 1983
B.S., Finance/Economics
Michael Tavss's Credit Suisse Experience April 2008 - October 2009
Job Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2009 - Present
Credit Suisse April 2008 - October 2009
Goldman Sachs November 2003 - April 2008
JPMorgan May 2000 - September 2001
Allstate Insurance August 1998 - December 1999
Marriott International June 1997 - August 1997
Skills
Risk Management, Cross-functional Team..., PMP, Process Improvement, Strategy, Financial Modeling, Management, Negotiation, Change Management, Valuation, Project Management, Financial Analysis, Portfolio Management, Banking, Capital Markets, Analytics, Leadership, Investment Banking, Analysis, Due Diligence, Asset Management, Equities, Mergers & Acquisitions, Forecasting, Derivatives, Corporate Finance, Financial Services
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Maryland - Robert H. Smith School of Business 1993 — 1998
BS
UBS Investment Bank November 2009 - Present
Credit Suisse April 2008 - October 2009
Goldman Sachs November 2003 - April 2008
JPMorgan May 2000 - September 2001
Allstate Insurance August 1998 - December 1999
Marriott International June 1997 - August 1997
Skills
Risk Management, Cross-functional Team..., PMP, Process Improvement, Strategy, Financial Modeling, Management, Negotiation, Change Management, Valuation, Project Management, Financial Analysis, Portfolio Management, Banking, Capital Markets, Analytics, Leadership, Investment Banking, Analysis, Due Diligence, Asset Management, Equities, Mergers & Acquisitions, Forecasting, Derivatives, Corporate Finance, Financial Services
Education
Fordham Gabelli School of Business 2001 — 2003
MBA
University of Maryland - Robert H. Smith School of Business 1993 — 1998
BS
Scott Horton's Credit Suisse Experience August 2010 - November 2013
Job Associate General Counsel for Financial Crimes at AIG
Industry Legal Services
Experience
AIG November 2013 - Present
United States Army Reserve December 2005 - Present
Credit Suisse August 2010 - November 2013
Hogan Lovells US LLP May 2010 - July 2010
Lovells LLP January 2005 - April 2010
Skadden Arps October 2002 - January 2005
Fordham University 1996 - 2002
National Invitation Tournament (N.I.T.) 1995 - 1996
WFAN 1995 - 1995
Skills
AML, Arbitration, Corporate Law, Fundraising, Internal Investigations, International Law, International Relations, Litigation, Mergers, Public Relations, Trials, White Collar Criminal..., Commercial Litigation, Legal Assistance, OFAC, Anti Money Laundering, Legal Research, Civil Litigation, Corporate Governance, Mergers & Acquisitions, Securities, Mediation, Sanction, Legal Writing, Intellectual Property
Education
Fordham University School of Law 1997 — 2002
Juris Doctor
Fordham Gabelli School of Business 1996 — 2000
MBA
Fordham University 1991 — 1995
BA, Communications & Media Studies
East Islip High School 1987 — 1991
AIG November 2013 - Present
United States Army Reserve December 2005 - Present
Credit Suisse August 2010 - November 2013
Hogan Lovells US LLP May 2010 - July 2010
Lovells LLP January 2005 - April 2010
Skadden Arps October 2002 - January 2005
Fordham University 1996 - 2002
National Invitation Tournament (N.I.T.) 1995 - 1996
WFAN 1995 - 1995
Skills
AML, Arbitration, Corporate Law, Fundraising, Internal Investigations, International Law, International Relations, Litigation, Mergers, Public Relations, Trials, White Collar Criminal..., Commercial Litigation, Legal Assistance, OFAC, Anti Money Laundering, Legal Research, Civil Litigation, Corporate Governance, Mergers & Acquisitions, Securities, Mediation, Sanction, Legal Writing, Intellectual Property
Education
Fordham University School of Law 1997 — 2002
Juris Doctor
Fordham Gabelli School of Business 1996 — 2000
MBA
Fordham University 1991 — 1995
BA, Communications & Media Studies
East Islip High School 1987 — 1991
Jennifer E. Clarke's Credit Suisse Experience August 2006 - December 2008
Job Investment Management Division at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2013 - Present
Deloitte April 2010 - June 2013
Ardour Capital Investments August 2009 - April 2010
Credit Suisse August 2006 - December 2008
Morgan Stanley January 2006 - August 2006
Merrill Lynch September 2005 - January 2006
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Fixed Income, Investment Banking, Investments, Equity Research, Equities, Capital Markets, Business Strategy, Derivatives, Hedge Funds, Bloomberg Terminal
Education
Peking University 2009 — 2010
MBA, Finance
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance and Marketing
Goldman Sachs June 2013 - Present
Deloitte April 2010 - June 2013
Ardour Capital Investments August 2009 - April 2010
Credit Suisse August 2006 - December 2008
Morgan Stanley January 2006 - August 2006
Merrill Lynch September 2005 - January 2006
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Fixed Income, Investment Banking, Investments, Equity Research, Equities, Capital Markets, Business Strategy, Derivatives, Hedge Funds, Bloomberg Terminal
Education
Peking University 2009 — 2010
MBA, Finance
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance and Marketing
Charlie Rescigno's Credit Suisse Experience May 1999 - March 2008
Job Director at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners August 2014 - Present
CIBC World Markets July 2013 - Present
Investors Bank November 2009 - June 2013
Credit Suisse May 1999 - March 2008
Education
Fordham Gabelli School of Business 1994 — 1998
Guggenheim Partners August 2014 - Present
CIBC World Markets July 2013 - Present
Investors Bank November 2009 - June 2013
Credit Suisse May 1999 - March 2008
Education
Fordham Gabelli School of Business 1994 — 1998
Jim Anthony's Credit Suisse Experience 2015 - 2015
Job
Industry Financial Services
Experience
Accenture January 2014 - Present
Credit Suisse 2015 - 2015
Credit Suisse 2015 - 2015
SunTrust Banks, Inc. November 2010 - November 2013
Corporate Real Estate Solutions August 2008 - November 2010
BankAtlantic May 2006 - July 2008
Stanford Financial 2008 - 2008
Casa Antiguo de Panama 2008 - 2008
Bank of America 1999 - 2006
First Union National Bank 1999 - 2000
Skills
Banking, Loans, Credit, Commercial Banking, Portfolio Management, Treasury Management, Credit Analysis, Risk Management, Small Business Lending, Financial Analysis, Financial Modeling, Credit Risk, Treasury Services, Financial Risk, Consumer Lending, Commercial Lending, Retail Banking, Cash Management, Credit Cards, Corporate Finance, Strategy, Forecasting, Finance, Analysis, Financial Reporting, Process Improvement, Business Development, Accounting, Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance / International Banking
University of Missouri-Columbia 1982 — 1986
BS, Banking, Corporate, Finance, and Securities Law
Accenture January 2014 - Present
Credit Suisse 2015 - 2015
Credit Suisse 2015 - 2015
SunTrust Banks, Inc. November 2010 - November 2013
Corporate Real Estate Solutions August 2008 - November 2010
BankAtlantic May 2006 - July 2008
Stanford Financial 2008 - 2008
Casa Antiguo de Panama 2008 - 2008
Bank of America 1999 - 2006
First Union National Bank 1999 - 2000
Skills
Banking, Loans, Credit, Commercial Banking, Portfolio Management, Treasury Management, Credit Analysis, Risk Management, Small Business Lending, Financial Analysis, Financial Modeling, Credit Risk, Treasury Services, Financial Risk, Consumer Lending, Commercial Lending, Retail Banking, Cash Management, Credit Cards, Corporate Finance, Strategy, Forecasting, Finance, Analysis, Financial Reporting, Process Improvement, Business Development, Accounting, Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance / International Banking
University of Missouri-Columbia 1982 — 1986
BS, Banking, Corporate, Finance, and Securities Law
Laura Newcomb's Credit Suisse Experience 1988 - 1991
Job Senior Vice President at FBR & Co.
Industry Financial Services
Experience
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
Sherry Parker's Credit Suisse Experience RecruiterCredit Suisse2007 - 2008
Job Recruiter at Credit Suisse
Industry Human Resources
Experience
Credit Suisse RecruiterCredit Suisse2007 - 2008
Education
Foothill College 1973 — 1975
Credit Suisse RecruiterCredit Suisse2007 - 2008
Education
Foothill College 1973 — 1975
Susan Adler Curtis's Credit Suisse Experience ParalegalWinthrop Stimson Putnam & Roberts1991 - 1994
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse ParalegalWinthrop Stimson Putnam & Roberts1991 - 1994
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Providence College 1987 — 1991
Credit Suisse ParalegalWinthrop Stimson Putnam & Roberts1991 - 1994
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
Providence College 1987 — 1991
Michael Wiblishauser's Credit Suisse Experience May 1992 - May 1996
Job Client Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase March 2010 - Present
BNY Mellon January 2007 - March 2009
BANK OF NEW YORK MELLON February 2007 - March 2008
JPMorgan Chase April 2005 - February 2007
JPMorgan Chase January 1996 - April 2005
Credit Suisse May 1992 - May 1996
CS FIRST BOSTON January 1992 - January 1996
UBS Securities Co., Ltd September 1987 - June 1992
Skills
Fixed Income, Financial Services, Risk Management, Derivatives, Securities, Banking, Hedge Funds, Investments, Asset Management, Trading, Mutual Funds, Financial Risk, Settlement, Prime Brokerage
Education
Fordham Gabelli School of Business
MBA, Finance
Hartwick College
Bachelor of Science (BS), Accounting and Finance
Bill DeFabbia's Credit Suisse Experience 1998 - 2005
Job National Account Manager at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2014 - Present
Bank of New York Mellon 2005 - 2014
Credit Suisse 1998 - 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Financial Services, Equities, Fixed Income, Hedge Funds, Securities, Portfolio Management, Asset Management, Relationship Management, Investments, ETFs, Banking, Investment Management
Education
Fordham University - Graduate School of Business Administration
State University of New York at Buffalo
BA
Neuberger Berman October 2014 - Present
Bank of New York Mellon 2005 - 2014
Credit Suisse 1998 - 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Financial Services, Equities, Fixed Income, Hedge Funds, Securities, Portfolio Management, Asset Management, Relationship Management, Investments, ETFs, Banking, Investment Management
Education
Fordham University - Graduate School of Business Administration
State University of New York at Buffalo
BA
Megan Yurchak's Credit Suisse Experience April 2014 - Present
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2014 - Present
Credit Suisse December 2008 - December 2011
KPMG Advisory 2005 - 2007
Skills
Investment Banking, Risk Management, Fixed Income, Trading Systems, Portfolio Management, Derivatives, Capital Markets, PMO, Banking
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor's degree, Business Information Systems & Marketing
Credit Suisse April 2014 - Present
Credit Suisse December 2008 - December 2011
KPMG Advisory 2005 - 2007
Skills
Investment Banking, Risk Management, Fixed Income, Trading Systems, Portfolio Management, Derivatives, Capital Markets, PMO, Banking
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor's degree, Business Information Systems & Marketing
Cynthia Connolly's Credit Suisse Experience May 2004 - October 2005
Job Certified PMP
Industry Financial Services
Experience
JPMorgan Chase October 2005 - May 2015
PMI New York City 2006 - 2015
PMI New York City 2006 - 2015
Credit Suisse May 2004 - October 2005
AllianceBernstein February 2002 - May 2004
Merrill Lynch 2000 - 2001
Citibank November 1985 - May 2000
Fordham University 1993 - 1997
Skills
IT Strategy, Budgets, Forecasting, Management, Strategy, Banking, Data Warehousing, Mergers & Acquisitions, Business Analysis, Has ability to focus on..., Budget, SDLC, Project Management, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Information Technology
Fordham University 1977 — 1981
Bachelor of Arts (B.A.), Biochemistry, 3.5
JPMorgan Chase October 2005 - May 2015
PMI New York City 2006 - 2015
PMI New York City 2006 - 2015
Credit Suisse May 2004 - October 2005
AllianceBernstein February 2002 - May 2004
Merrill Lynch 2000 - 2001
Citibank November 1985 - May 2000
Fordham University 1993 - 1997
Skills
IT Strategy, Budgets, Forecasting, Management, Strategy, Banking, Data Warehousing, Mergers & Acquisitions, Business Analysis, Has ability to focus on..., Budget, SDLC, Project Management, Risk Management, Financial Services
Education
Fordham University - Graduate School of Business Administration 1992 — 1997
Master of Business Administration (MBA), Information Technology
Fordham University 1977 — 1981
Bachelor of Arts (B.A.), Biochemistry, 3.5
Ira Lubinsky, PMP's Credit Suisse Experience 1986 - 1997
Job Loan Operations Management & Consulting
Industry Banking
Experience
Deutsche Bank 1997 - August 2014
Credit Suisse 1986 - 1997
Banco do Commercio e Industria de Sao Paolo 1984 - 1986
Skills
Project Management, Loan IQ, Loan Operations, Leveraged Finance, Regulatory Affairs, Outsourcing, Nearshore, Risk Management, System Implementations, Banking, Investment Banking, Financial Services, Equities, Financial Risk, Derivatives, Trading, Swaps, Asset Management, Corporate Finance, Loans, Financial Structuring, Structured Finance, Trading Systems, Fixed Income, Business Analysis, Capital Markets, Back Office, Financial Modeling, Equity Derivatives, Finance, Settlement, Valuation, Bloomberg, Change Management, Structured Products, Portfolio Management, Bonds, Credit Risk, Investments, Middle Office, Hedge Funds, Securitization, Credit, Financial Markets, Funding, Syndications, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
University at Buffalo
BA, English
Deutsche Bank 1997 - August 2014
Credit Suisse 1986 - 1997
Banco do Commercio e Industria de Sao Paolo 1984 - 1986
Skills
Project Management, Loan IQ, Loan Operations, Leveraged Finance, Regulatory Affairs, Outsourcing, Nearshore, Risk Management, System Implementations, Banking, Investment Banking, Financial Services, Equities, Financial Risk, Derivatives, Trading, Swaps, Asset Management, Corporate Finance, Loans, Financial Structuring, Structured Finance, Trading Systems, Fixed Income, Business Analysis, Capital Markets, Back Office, Financial Modeling, Equity Derivatives, Finance, Settlement, Valuation, Bloomberg, Change Management, Structured Products, Portfolio Management, Bonds, Credit Risk, Investments, Middle Office, Hedge Funds, Securitization, Credit, Financial Markets, Funding, Syndications, Management
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
University at Buffalo
BA, English
Daniel Niland's Credit Suisse Experience 2006 - 2007
Job Managing Director at BlackRock Fixed Income Product Specialist
Industry Investment Management
Experience
BlackRock January 2010 - Present
Martin Currie February 2007 - May 2010
Credit Suisse 2006 - 2007
Credit Suisse Asset Management 2004 - 2006
Credit Suisse 2002 - 2004
Morgan Stanley Investment Management 1997 - 2002
Citibank 1995 - 1997
JP Morgan 1987 - 1995
Skills
Business Strategy, Management, Client Services, Portfolio Management, Financial Markets, Securities Lending, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services, Mutual Funds, Capital Markets, Asset Managment, Investment Strategies, Investment Management, Bloomberg, Emerging Markets, Derivatives, Business Development
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA
Iona College 1983 — 1987
BA, Computer Science
BlackRock January 2010 - Present
Martin Currie February 2007 - May 2010
Credit Suisse 2006 - 2007
Credit Suisse Asset Management 2004 - 2006
Credit Suisse 2002 - 2004
Morgan Stanley Investment Management 1997 - 2002
Citibank 1995 - 1997
JP Morgan 1987 - 1995
Skills
Business Strategy, Management, Client Services, Portfolio Management, Financial Markets, Securities Lending, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services, Mutual Funds, Capital Markets, Asset Managment, Investment Strategies, Investment Management, Bloomberg, Emerging Markets, Derivatives, Business Development
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA
Iona College 1983 — 1987
BA, Computer Science
Jamie Abid's Credit Suisse Experience December 2005 - September 2013
Job Consultant at Sound Point Capital Management, LP
Industry Investment Banking
Experience
Sound Point Capital Management, LP January 2015 - Present
Credit Suisse December 2005 - September 2013
Morgan Stanley March 2004 - November 2005
Merrill Lynch April 2003 - March 2004
JPMorgan Chase Bank November 2001 - April 2003
Fried Frank Harris Shriver & Jacobson February 2001 - November 2001
New York County District Attorney’s Office July 1998 - February 2000
Skills
Trading, Loans, Credit, Banking, Software Documentation, Legal Research, Fixed Income, Capital Markets, Bonds, Investment Banking, Investments, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Derivatives Instruments and the Law, New York University
Sound Point Capital Management, LP January 2015 - Present
Credit Suisse December 2005 - September 2013
Morgan Stanley March 2004 - November 2005
Merrill Lynch April 2003 - March 2004
JPMorgan Chase Bank November 2001 - April 2003
Fried Frank Harris Shriver & Jacobson February 2001 - November 2001
New York County District Attorney’s Office July 1998 - February 2000
Skills
Trading, Loans, Credit, Banking, Software Documentation, Legal Research, Fixed Income, Capital Markets, Bonds, Investment Banking, Investments, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Derivatives Instruments and the Law, New York University
Rachel Miles's Credit Suisse Experience June 2009 - July 2012
Job Executive Director, Asset Management
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JP Morgan May 2014 - December 2014
JP Morgan Chase July 2012 - May 2014
Credit Suisse June 2009 - July 2012
Merrill Lynch April 2007 - June 2009
American Express Bank 1999 - 2003
Chase Manhattan Bank 1994 - 1997
Skills
Asset Management
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor Science, Finance
J.P. Morgan January 2015 - Present
JP Morgan May 2014 - December 2014
JP Morgan Chase July 2012 - May 2014
Credit Suisse June 2009 - July 2012
Merrill Lynch April 2007 - June 2009
American Express Bank 1999 - 2003
Chase Manhattan Bank 1994 - 1997
Skills
Asset Management
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor Science, Finance
Emidio Morizio's Credit Suisse Experience July 2000 - Present
Job Managing Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse July 2000 - Present
Credit Suisse Asset Management (formerly BEA Associates) 2000 - Present
Forstmann Leff July 1997 - July 2000
Skills
Asset Management, Hedge Funds, Alternative Investments, Private Equity
Education
Fordham Gabelli School of Business
MBA, Finance
Hofstra University
BBA, Finance
Credit Suisse July 2000 - Present
Credit Suisse Asset Management (formerly BEA Associates) 2000 - Present
Forstmann Leff July 1997 - July 2000
Skills
Asset Management, Hedge Funds, Alternative Investments, Private Equity
Education
Fordham Gabelli School of Business
MBA, Finance
Hofstra University
BBA, Finance
Vlad Makutoff, CFA, FRM's Credit Suisse Experience 2010 - Present
Job CS Risk IT
Industry Financial Services
Experience
Credit Suisse 2010 - Present
Societe Generale September 2007 - November 2008
BNP Paribas November 2004 - August 2007
Thomson Financial April 2003 - October 2004
Lehman Brothers September 1998 - April 2003
Morgan Stanley May 1992 - August 1998
Skills
Derivatives, Fixed Income, Trading, Trading Systems, Market Risk, Certified Project...
Education
Fordham Gabelli School of Business 1996 — 1998
mba, finance and accounting
Credit Suisse 2010 - Present
Societe Generale September 2007 - November 2008
BNP Paribas November 2004 - August 2007
Thomson Financial April 2003 - October 2004
Lehman Brothers September 1998 - April 2003
Morgan Stanley May 1992 - August 1998
Skills
Derivatives, Fixed Income, Trading, Trading Systems, Market Risk, Certified Project...
Education
Fordham Gabelli School of Business 1996 — 1998
mba, finance and accounting
Craig West's Credit Suisse Experience October 1995 - May 2007
Job Managing Director at Walker & Dunlop
Industry Real Estate
Experience
Walker & Dunlop September 2012 - Present
CW Capital, LLC June 2007 - September 2012
CW Financial June 2007 - September 2012
Credit Suisse October 1995 - May 2007
Ernst & Young August 1985 - January 1989
Skills
CPA, State of Florida, Financial Modeling, Management, Finance, Mergers & Acquisitions, Financial Analysis, Real Estate, Acquisitions, Due Diligence, Mergers, Leadership, Corporate Finance, Valuation, CMBS, Restructuring
Education
Florida State University 1976 — 1980
Batchelors of Science, Finance and Risk Management
Forest Hill High School
Walker & Dunlop September 2012 - Present
CW Capital, LLC June 2007 - September 2012
CW Financial June 2007 - September 2012
Credit Suisse October 1995 - May 2007
Ernst & Young August 1985 - January 1989
Skills
CPA, State of Florida, Financial Modeling, Management, Finance, Mergers & Acquisitions, Financial Analysis, Real Estate, Acquisitions, Due Diligence, Mergers, Leadership, Corporate Finance, Valuation, CMBS, Restructuring
Education
Florida State University 1976 — 1980
Batchelors of Science, Finance and Risk Management
Forest Hill High School
Frank Byrne's Credit Suisse Experience 1987 - 2000
Job Member Board of Directors at Team(You), Inc.
Industry Investment Banking
Experience
BC Global Investments Inc. February 2014 - Present
Team(You), Inc. July 2014 - Present
Hire an Esquire July 2013 - Present
The GreensLedge Group February 2013 - February 2014
BC Global Investments Inc. October 2011 - February 2013
UBS Investment Bank September 2009 - October 2011
Deutsche Bank March 2000 - September 2009
Credit Suisse 1987 - 2000
Skills
Structured Finance, Credit Derivatives, Corporate Credit, Securitization, ABS, Credit, Loans, Capital Markets, Derivatives, Investment Banking, Asset Management, Private Equity, Investments, Risk Management, Financial Risk, Hedge Funds, Financial Structuring, Portfolio Management, Fixed Income, Project Finance, Financial Services, Corporate Finance, MBS, Valuation, Mergers & Acquisitions, Securities, Finance
Education
Fordham University 1978 — 1993
BS, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Management Information Systems, General
Xavier High School 1974 — 1978
Bachelor of Science (BS), Finance, General
BC Global Investments Inc. February 2014 - Present
Team(You), Inc. July 2014 - Present
Hire an Esquire July 2013 - Present
The GreensLedge Group February 2013 - February 2014
BC Global Investments Inc. October 2011 - February 2013
UBS Investment Bank September 2009 - October 2011
Deutsche Bank March 2000 - September 2009
Credit Suisse 1987 - 2000
Skills
Structured Finance, Credit Derivatives, Corporate Credit, Securitization, ABS, Credit, Loans, Capital Markets, Derivatives, Investment Banking, Asset Management, Private Equity, Investments, Risk Management, Financial Risk, Hedge Funds, Financial Structuring, Portfolio Management, Fixed Income, Project Finance, Financial Services, Corporate Finance, MBS, Valuation, Mergers & Acquisitions, Securities, Finance
Education
Fordham University 1978 — 1993
BS, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Management Information Systems, General
Xavier High School 1974 — 1978
Bachelor of Science (BS), Finance, General
Scott Allocco's Credit Suisse Experience 1997 - 2000
Job Investment Product Research at TIAACREF
Industry Investment Management
Experience
TIAA-CREF January 2013 - Present
TIAA-CREF June 2004 - December 2012
TIAA-CREF March 2003 - June 2004
General Motors June 2001 - August 2001
Credit Suisse 1997 - 2000
Manning & Napier Advisors 1995 - 1996
Skills
Investments, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance, Cum Laude Graduate
Saint John Fisher College 1990 — 1994
BA, Economics, Magna Cum Laude Graduate
Richmond, The American International University in London 1993 — 1993
TIAA-CREF January 2013 - Present
TIAA-CREF June 2004 - December 2012
TIAA-CREF March 2003 - June 2004
General Motors June 2001 - August 2001
Credit Suisse 1997 - 2000
Manning & Napier Advisors 1995 - 1996
Skills
Investments, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance, Cum Laude Graduate
Saint John Fisher College 1990 — 1994
BA, Economics, Magna Cum Laude Graduate
Richmond, The American International University in London 1993 — 1993
Parixit Parekh's Credit Suisse Experience November 2007 - Present
Job AVP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse November 2007 - Present
FSI May 2006 - November 2007
Florida State University August 2004 - April 2006
FAMU-FSU College of Engineering May 2005 - August 2005
Education
Florida State University 2004 — 2006
MS
University of Mumbai 2000 — 2004
BE
Credit Suisse November 2007 - Present
FSI May 2006 - November 2007
Florida State University August 2004 - April 2006
FAMU-FSU College of Engineering May 2005 - August 2005
Education
Florida State University 2004 — 2006
MS
University of Mumbai 2000 — 2004
BE
Vincent R. Albanese's Credit Suisse Experience June 1987 - Present
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 1987 - Present
Skills
Funding, Fixed Income, FINRA, Treasury
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
CUNY College of Staten Island 1985 — 1987
Bachelor of Science (B.S.) Associate in Applied Science, Accounting and Finance and Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1984
Credit Suisse June 1987 - Present
Skills
Funding, Fixed Income, FINRA, Treasury
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
CUNY College of Staten Island 1985 — 1987
Bachelor of Science (B.S.) Associate in Applied Science, Accounting and Finance and Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1984
Daniel Fox's Credit Suisse Experience November 2013 - April 2014
Job Risk Manager at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon April 2014 - Present
Credit Suisse November 2013 - April 2014
Keefe, Bruyette & Woods July 2003 - 2013
Deutsche Bank September 2001 - July 2003
Donaldson, Lufkin & Jenrette June 1992 - September 2001
Bear Stearns March 1990 - May 1992
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Series 7, Hedge Funds, MBS, ABS, Strategic Financial..., Bloomberg, Risk Management, Portfolio Management, Finance, Securitization, Securities, Cash Management, Financial Structuring, Series 63, Product Control, Accounting, Financial Analysis, P&L Analysis, Trading, Investments, Financial Risk, Credit, Alternative Investments, VAR, Bonds, Private Equity, Options, Financial Modeling, Due Diligence, Auditing, Corporate Finance, Internal Controls, Settlement, Derivatives, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BSBA, Finance
BNY Mellon April 2014 - Present
Credit Suisse November 2013 - April 2014
Keefe, Bruyette & Woods July 2003 - 2013
Deutsche Bank September 2001 - July 2003
Donaldson, Lufkin & Jenrette June 1992 - September 2001
Bear Stearns March 1990 - May 1992
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Series 7, Hedge Funds, MBS, ABS, Strategic Financial..., Bloomberg, Risk Management, Portfolio Management, Finance, Securitization, Securities, Cash Management, Financial Structuring, Series 63, Product Control, Accounting, Financial Analysis, P&L Analysis, Trading, Investments, Financial Risk, Credit, Alternative Investments, VAR, Bonds, Private Equity, Options, Financial Modeling, Due Diligence, Auditing, Corporate Finance, Internal Controls, Settlement, Derivatives, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BSBA, Finance
Jonathan Jacoby's Credit Suisse Experience August 2005 - December 2013
Job Director
Industry Financial Services
Experience
GCM Grosvenor January 2014 - Present
Credit Suisse August 2005 - December 2013
KPMG Audit May 2002 - July 2005
Arthur Andersen LLP June 1998 - March 2002
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
University of Delaware 1996 — 2000
BS, Accounting
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BS, Majored in Accounting w/ Minor in International Business
Bridgewater-Raritan High School 1992 — 1996
GCM Grosvenor January 2014 - Present
Credit Suisse August 2005 - December 2013
KPMG Audit May 2002 - July 2005
Arthur Andersen LLP June 1998 - March 2002
Education
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance
University of Delaware 1996 — 2000
BS, Accounting
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BS, Majored in Accounting w/ Minor in International Business
Bridgewater-Raritan High School 1992 — 1996
James Sweeney's Credit Suisse Experience 2000 - Present
Job Chief Economist of the Investment Bank, Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2000 - Present
Office of the Secretary of State of Florida January 1999 - June 1999
Prebon Yamane June 1998 - August 1998
Skills
Fixed Income, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Emerging Markets, Valuation, Equities, Financial Modeling, Financial Markets, Bloomberg, Structured Products, Alternative Investments, Private Equity, Corporate Finance
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
msc, economics
Florida State University 1995 — 1999
Bachelor of Science (BS), Economics and Political Science
Credit Suisse 2000 - Present
Office of the Secretary of State of Florida January 1999 - June 1999
Prebon Yamane June 1998 - August 1998
Skills
Fixed Income, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Emerging Markets, Valuation, Equities, Financial Modeling, Financial Markets, Bloomberg, Structured Products, Alternative Investments, Private Equity, Corporate Finance
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
msc, economics
Florida State University 1995 — 1999
Bachelor of Science (BS), Economics and Political Science
Steven Siegler's Credit Suisse Experience June 2001 - September 2005
Job Head of Marketing and Investor Relations at Redwood Capital Management
Industry Financial Services
Experience
Redwood Capital Management August 2010 - Present
Evercore Asset Management / Evercore Partners October 2005 - August 2010
Credit Suisse June 2001 - September 2005
Skills
Institutional, Investor Relations, Alternative Investments, Hedge Funds, Series 7
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
MBA, Finance
University of Maryland College Park 1994 — 1998
Business, Marketing
Redwood Capital Management August 2010 - Present
Evercore Asset Management / Evercore Partners October 2005 - August 2010
Credit Suisse June 2001 - September 2005
Skills
Institutional, Investor Relations, Alternative Investments, Hedge Funds, Series 7
Education
Fordham University - Graduate School of Business Administration 2000 — 2003
MBA, Finance
University of Maryland College Park 1994 — 1998
Business, Marketing
Dave Russo's Credit Suisse Experience April 2013 - Present
Job IT Delivery Manager Private Equity at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
AIG June 2011 - April 2013
Merrill Lynch March 2010 - June 2011
UBS Wealth Management January 2001 - April 2009
UBS Financial Services Inc 2001 - 2009
PaineWebber Inc 1986 - 2001
PepsiCo January 1982 - December 1986
Skills
Fixed Income, Project Management, Strategy, Equities, Leadership, Requirements Analysis, Budgets, IT Management, PMO, Management, Project Delivery, Mergers & Acquisitions, Financial Risk, Trading Systems, SDLC, Software Project..., Risk Management, Capital Markets, Disaster Recovery, Financial Services, Business Analysis, Vendor Management, Project Portfolio..., Business Intelligence, Program Management, Portfolio Management, IT Strategy
Education
Fordham Gabelli School of Business 1984 — 1989
MBA, Finance
Purchase College, SUNY 1979 — 1982
BS, Mathematics and Computer Science
Credit Suisse April 2013 - Present
AIG June 2011 - April 2013
Merrill Lynch March 2010 - June 2011
UBS Wealth Management January 2001 - April 2009
UBS Financial Services Inc 2001 - 2009
PaineWebber Inc 1986 - 2001
PepsiCo January 1982 - December 1986
Skills
Fixed Income, Project Management, Strategy, Equities, Leadership, Requirements Analysis, Budgets, IT Management, PMO, Management, Project Delivery, Mergers & Acquisitions, Financial Risk, Trading Systems, SDLC, Software Project..., Risk Management, Capital Markets, Disaster Recovery, Financial Services, Business Analysis, Vendor Management, Project Portfolio..., Business Intelligence, Program Management, Portfolio Management, IT Strategy
Education
Fordham Gabelli School of Business 1984 — 1989
MBA, Finance
Purchase College, SUNY 1979 — 1982
BS, Mathematics and Computer Science
Ellen Walters's Credit Suisse Experience June 2014 - Present
Job Vice President Market & Liquidity Risk Management: OpRisk & Control Assurance, Governance
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Credit Suisse January 2011 - June 2014
Credit Suisse January 2008 - December 2010
Credit Suisse August 2005 - December 2007
Credit Suisse March 2001 - August 2005
JPMorgan Chase 2000 - 2001
Salomon Smith Barney 1998 - 2000
U.S. Government Accountability Office May 1997 - March 1998
Skills
Fixed Income, Equities, Capital Markets, Securities, Derivatives, Operational Risk, Investment Banking, Series 7, Private Banking, Risk Management, Financial Services, Series 63, Series 24, Options, Operational Risk..., RCSA, Quality Assurance Review, Reputational Risk, PEP, Internal Controls, Controls Development, Internal Audit, Supervision, Series 9 & 10, Series 4 - Registered...
Education
SIFMA's Securities Industry Institute® (SII) - The Wharton School of The University of Pennsylvania 2011 — 2013
Graduate of Program
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Bethany College
Bachelor of Arts (BA), Accounting
Credit Suisse June 2014 - Present
Credit Suisse January 2011 - June 2014
Credit Suisse January 2008 - December 2010
Credit Suisse August 2005 - December 2007
Credit Suisse March 2001 - August 2005
JPMorgan Chase 2000 - 2001
Salomon Smith Barney 1998 - 2000
U.S. Government Accountability Office May 1997 - March 1998
Skills
Fixed Income, Equities, Capital Markets, Securities, Derivatives, Operational Risk, Investment Banking, Series 7, Private Banking, Risk Management, Financial Services, Series 63, Series 24, Options, Operational Risk..., RCSA, Quality Assurance Review, Reputational Risk, PEP, Internal Controls, Controls Development, Internal Audit, Supervision, Series 9 & 10, Series 4 - Registered...
Education
SIFMA's Securities Industry Institute® (SII) - The Wharton School of The University of Pennsylvania 2011 — 2013
Graduate of Program
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Bethany College
Bachelor of Arts (BA), Accounting
Nicholas Finn's Credit Suisse Experience September 2008 - Present
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse September 2008 - Present
Lehman Brothers February 1998 - September 2008
Skills
Hedge Funds
Education
Fordham Gabelli School of Business
MBA, Finance
St. Lawrence University 1988 — 1991
BA, Government
Taft School 1984 — 1987
Credit Suisse September 2008 - Present
Lehman Brothers February 1998 - September 2008
Skills
Hedge Funds
Education
Fordham Gabelli School of Business
MBA, Finance
St. Lawrence University 1988 — 1991
BA, Government
Taft School 1984 — 1987
Joseph Grogan's Credit Suisse Experience October 2004 - June 2008
Job Chief Compliance Officer at Claren Road
Industry Financial Services
Experience
Claren Road July 2011 - Present
Protege Partners June 2008 - June 2011
Credit Suisse October 2004 - June 2008
Education
Fordham Gabelli School of Business 2007 — 2011
MBA
Franklin & Marshall College 1999 — 2003
BA
RFH
Claren Road July 2011 - Present
Protege Partners June 2008 - June 2011
Credit Suisse October 2004 - June 2008
Education
Fordham Gabelli School of Business 2007 — 2011
MBA
Franklin & Marshall College 1999 — 2003
BA
RFH
Steven Holm's Credit Suisse Experience February 2007 - July 2008
Job Partner at Cultivate Ventures
Industry Financial Services
Experience
Cultivate Ventures July 2014 - Present
muk haircare Pty Ltd January 2013 - Present
The Hoboken Man January 2008 - Present
Citi July 2008 - July 2014
Arganica December 2011 - December 2013
Citi July 2008 - December 2009
Credit Suisse February 2007 - July 2008
Lehman Brothers February 2005 - February 2007
Shearman and Sterling September 2000 - February 2005
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Equities, Corporate Finance, Portfolio Management, Banking, Derivatives, Hedge Funds, Risk Management, Financial Services, Strategic Financial..., Valuation, Private Equity, Alternative Investments, Managerial Finance, Bloomberg, Financial Reporting, Strategy, Finance, Securities, Trading Systems, Series 7, Business Analysis, Mutual Funds, Strategic Planning, Investments, Asset Management, Financial Risk, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance & Accounting
University of Delaware 1995 — 1999
Finance & Management
Cultivate Ventures July 2014 - Present
muk haircare Pty Ltd January 2013 - Present
The Hoboken Man January 2008 - Present
Citi July 2008 - July 2014
Arganica December 2011 - December 2013
Citi July 2008 - December 2009
Credit Suisse February 2007 - July 2008
Lehman Brothers February 2005 - February 2007
Shearman and Sterling September 2000 - February 2005
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Investment Banking, Equities, Corporate Finance, Portfolio Management, Banking, Derivatives, Hedge Funds, Risk Management, Financial Services, Strategic Financial..., Valuation, Private Equity, Alternative Investments, Managerial Finance, Bloomberg, Financial Reporting, Strategy, Finance, Securities, Trading Systems, Series 7, Business Analysis, Mutual Funds, Strategic Planning, Investments, Asset Management, Financial Risk, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance & Accounting
University of Delaware 1995 — 1999
Finance & Management
George Tasolides's Credit Suisse Experience June 2005 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2005 - Present
UBS Investment Bank 2000 - 2005
PaineWebber/UBS 1992 - 2000
PaineWebber 1987 - 1992
Skills
Structured Products, MBS, ABS, Fixed Income, Capital Markets, Investment Banking, Securitization, Bloomberg, Financial Markets, Hedging, Bonds
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
MBA, Finance
Stony Brook University
BA, Economics
Credit Suisse June 2005 - Present
UBS Investment Bank 2000 - 2005
PaineWebber/UBS 1992 - 2000
PaineWebber 1987 - 1992
Skills
Structured Products, MBS, ABS, Fixed Income, Capital Markets, Investment Banking, Securitization, Bloomberg, Financial Markets, Hedging, Bonds
Education
Fordham University - Graduate School of Business Administration 1987 — 1990
MBA, Finance
Stony Brook University
BA, Economics
Kevin Kappel's Credit Suisse Experience July 2015 - Present
Job Americas Head of Risk and Controls Investment Banking Department at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse March 2013 - Present
Credit Suisse May 2012 - Present
JDRF June 2011 - Present
Credit Suisse January 2005 - April 2012
Credit Suisse December 1996 - December 2004
Skills
Series 7, Series 63, Series 24, Back Office, Securities, Cash Management, Trading Systems, Financial Risk, Fixed Income, Equity Capital Markets, Bonds, Electronic Trading, Financial Advisory, Financial Structuring, Swaps, Portfolio Management, Financial Services, Private Banking, Market Data, Capital Markets, Prime Brokerage, Mutual Funds, Private Equity, IPO, Energy, Investment Banking, Asset Managment, Finance, Relationship Management, Valuation, Interest Rate..., Financial Modeling, FINRA, Equity Research, Middle Office, Derivatives, Asset Allocation, Strategic Financial..., Equity Derivatives, Hedging, Wealth Management, Financial Analysis, Insurance, Product Control, Equity Trading, Bloomberg, Investor Relations, Equities, Credit Analysis, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA, Finance
Lehigh University 1991 — 1995
Bachelor of Science (BS), Business & Economics
Credit Suisse July 2015 - Present
Credit Suisse March 2013 - Present
Credit Suisse May 2012 - Present
JDRF June 2011 - Present
Credit Suisse January 2005 - April 2012
Credit Suisse December 1996 - December 2004
Skills
Series 7, Series 63, Series 24, Back Office, Securities, Cash Management, Trading Systems, Financial Risk, Fixed Income, Equity Capital Markets, Bonds, Electronic Trading, Financial Advisory, Financial Structuring, Swaps, Portfolio Management, Financial Services, Private Banking, Market Data, Capital Markets, Prime Brokerage, Mutual Funds, Private Equity, IPO, Energy, Investment Banking, Asset Managment, Finance, Relationship Management, Valuation, Interest Rate..., Financial Modeling, FINRA, Equity Research, Middle Office, Derivatives, Asset Allocation, Strategic Financial..., Equity Derivatives, Hedging, Wealth Management, Financial Analysis, Insurance, Product Control, Equity Trading, Bloomberg, Investor Relations, Equities, Credit Analysis, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2000 — 2004
MBA, Finance
Lehigh University 1991 — 1995
Bachelor of Science (BS), Business & Economics
Doug Applegate Jr.'s Credit Suisse Experience September 2003 - August 2012
Job Accounting Supervisor at Caxton Alternative Management
Industry Banking
Experience
Caxton Alternative Management August 2012 - Present
Credit Suisse September 2003 - August 2012
Pomona Capital June 2002 - September 2003
Andersen LLP June 1999 - May 2002
Skills
Private Equity, Venture Capital, Fund Of Funds, Offshore Funds, Financial Accounting, Investran, Fund Accounting
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
Master of Business Administration (M.B.A.), Finance
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Accounting
Caxton Alternative Management August 2012 - Present
Credit Suisse September 2003 - August 2012
Pomona Capital June 2002 - September 2003
Andersen LLP June 1999 - May 2002
Skills
Private Equity, Venture Capital, Fund Of Funds, Offshore Funds, Financial Accounting, Investran, Fund Accounting
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
Master of Business Administration (M.B.A.), Finance
Lehigh University - College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Accounting
David Hannon's Credit Suisse Experience December 2009 - Present
Job Director Prime Services at Credit Suisse
Industry Banking
Experience
Credit Suisse December 2009 - Present
Riverdale Capital Trading July 2008 - October 2009
UBS January 2004 - July 2008
Skills
Financial Services, Derivatives, Investment Banking, Fixed Income, Equities, Prime Brokerage, Hedge Funds, Capital Markets, Securities Lending, Trading Systems, Middle Office, Bloomberg, Structured Products, Credit Derivatives
Education
Fordham Gabelli School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Credit Suisse December 2009 - Present
Riverdale Capital Trading July 2008 - October 2009
UBS January 2004 - July 2008
Skills
Financial Services, Derivatives, Investment Banking, Fixed Income, Equities, Prime Brokerage, Hedge Funds, Capital Markets, Securities Lending, Trading Systems, Middle Office, Bloomberg, Structured Products, Credit Derivatives
Education
Fordham Gabelli School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Randall Meyn's Credit Suisse Experience June 2008 - May 2009
Job ETF Product Specialist
Industry Financial Services
Experience
BNY Mellon June 2013 - Present
Merrill Lynch October 2010 - August 2012
Credit Suisse June 2008 - May 2009
Merrill Lynch April 2002 - April 2008
Lehman Brothers September 1996 - April 2002
Skills
Product Development, Equities, Equity Derivatives, Hedge Funds, Options, Derivatives, Fixed Income, Alternative Investments, Electronic Trading, Equity Trading, Trading Systems, Trading, Series 7, Structured Products, ETFs, Capital Markets, Swaps, Prime Brokerage, Wealth Management, Asset Allocation, Investment Strategies, Hedging, Volatility, Finance, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Financial Services, Portfolio Management
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Villanova University 1986 — 1990
BA, Economics
West Islip High School 1982 — 1985
High School Diploma, Economics
BNY Mellon June 2013 - Present
Merrill Lynch October 2010 - August 2012
Credit Suisse June 2008 - May 2009
Merrill Lynch April 2002 - April 2008
Lehman Brothers September 1996 - April 2002
Skills
Product Development, Equities, Equity Derivatives, Hedge Funds, Options, Derivatives, Fixed Income, Alternative Investments, Electronic Trading, Equity Trading, Trading Systems, Trading, Series 7, Structured Products, ETFs, Capital Markets, Swaps, Prime Brokerage, Wealth Management, Asset Allocation, Investment Strategies, Hedging, Volatility, Finance, Asset Management, Bloomberg, Securities, Investments, Financial Markets, Financial Services, Portfolio Management
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Villanova University 1986 — 1990
BA, Economics
West Islip High School 1982 — 1985
High School Diploma, Economics
David Schwartzer's Credit Suisse Experience April 2007 - Present
Job VP Interest Rates Middle Office at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2007 - Present
BNP Paribas 2006 - 2007
Deutsche Bank 2002 - 2006
Skills
Fixed Income, Interest Rate..., Derivatives, Bloomberg, Financial Services, Middle Office, FINRA, Series 7, Capital Markets, Equities, Investment Banking
Education
Fordham Gabelli School of Business 2007 — 2010
finance
Rutgers University-New Brunswick 1998 — 2002
Finance
Rutgers University-New Brunswick 1998 — 2002
Finance
Credit Suisse April 2007 - Present
BNP Paribas 2006 - 2007
Deutsche Bank 2002 - 2006
Skills
Fixed Income, Interest Rate..., Derivatives, Bloomberg, Financial Services, Middle Office, FINRA, Series 7, Capital Markets, Equities, Investment Banking
Education
Fordham Gabelli School of Business 2007 — 2010
finance
Rutgers University-New Brunswick 1998 — 2002
Finance
Rutgers University-New Brunswick 1998 — 2002
Finance
Karen Padawer's Credit Suisse Experience 2012 - 2012
Job PMO IT Governance and Change Management
Industry Information Technology and Services
Experience
Bridgewater Associates 2013 - 2014
Morgan Stanley 2012 - 2013
Credit Suisse 2012 - 2012
North Shore-LIJ Health System July 2010 - November 2011
Nielsen 2008 - 2010
Bear Stearns Investment Bank 2007 - 2007
UBS 2005 - 2007
American Express 2005 - 2005
Chase 1997 - 2004
Chase Bank 2000 - 2001
Skills
Vendor Management, PMO, SDLC, Business Process..., Program Management, Management, Product Management, Strategy, Leadership, Team Building, Training, Software Documentation, Process Improvement, Project Management, Cross-functional Team..., Visio, Strategic Planning, Business Process, Project Planning, Microsoft Office, Six Sigma, Change Management, Access, Quality Assurance, Team Leadership, Team Management, Healthcare Information..., SharePoint, Software Project..., MS Project, Software Quality..., Quality Management, Product Development, Process Engineering, CMMI
Education
Fordham University
MBA, Marketing
SUNY Albany
Bachelor of Science (BS), Business Administration and Management, General
Bridgewater Associates 2013 - 2014
Morgan Stanley 2012 - 2013
Credit Suisse 2012 - 2012
North Shore-LIJ Health System July 2010 - November 2011
Nielsen 2008 - 2010
Bear Stearns Investment Bank 2007 - 2007
UBS 2005 - 2007
American Express 2005 - 2005
Chase 1997 - 2004
Chase Bank 2000 - 2001
Skills
Vendor Management, PMO, SDLC, Business Process..., Program Management, Management, Product Management, Strategy, Leadership, Team Building, Training, Software Documentation, Process Improvement, Project Management, Cross-functional Team..., Visio, Strategic Planning, Business Process, Project Planning, Microsoft Office, Six Sigma, Change Management, Access, Quality Assurance, Team Leadership, Team Management, Healthcare Information..., SharePoint, Software Project..., MS Project, Software Quality..., Quality Management, Product Development, Process Engineering, CMMI
Education
Fordham University
MBA, Marketing
SUNY Albany
Bachelor of Science (BS), Business Administration and Management, General
James Bernard's Credit Suisse Experience March 2014 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse March 2014 - Present
Deutsche Bank Securities April 1997 - June 2004
Merrill Lynch November 1979 - March 1997
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Equities, Structured Products, Portfolio Management, Banking, Hedge Funds, Corporate Finance, Valuation, Private Banking
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services
St. John's University 1968 — 1972
Bachelor of Science (BS), Accounting
Credit Suisse March 2014 - Present
Deutsche Bank Securities April 1997 - June 2004
Merrill Lynch November 1979 - March 1997
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Equities, Structured Products, Portfolio Management, Banking, Hedge Funds, Corporate Finance, Valuation, Private Banking
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services
St. John's University 1968 — 1972
Bachelor of Science (BS), Accounting
Richard Leite's Credit Suisse Experience September 2001 - April 2007
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2007 - Present
Credit Suisse September 2001 - April 2007
PRMIA - Professional Risk Managers' International Association 2002 - 2005
Misys 1999 - 2001
BARRA 1997 - 1999
Skills
Financial Risk, Equities, Market Risk, Risk Management, Swaps
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
University of California, Berkeley
B.A. Economics, Economics
Morgan Stanley April 2007 - Present
Credit Suisse September 2001 - April 2007
PRMIA - Professional Risk Managers' International Association 2002 - 2005
Misys 1999 - 2001
BARRA 1997 - 1999
Skills
Financial Risk, Equities, Market Risk, Risk Management, Swaps
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
University of California, Berkeley
B.A. Economics, Economics
Pete McGough's Credit Suisse Experience May 2011 - August 2015
Job Head of Corporate Access U.S. at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2011 - August 2015
Auriga USA, LLC November 2010 - April 2011
J.P. Morgan March 2006 - October 2010
Credit Suisse January 2000 - February 2006
Cowen and Company October 1997 - January 2000
Tucker Anthony & RL Day March 1991 - September 1996
Skills
corporate access, Team Leadership, Partnership-building, Strategic Communications, Series 7, Series 63, Series 24, Business Process...
Education
Fordham Gabelli School of Business 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Credit Suisse May 2011 - August 2015
Auriga USA, LLC November 2010 - April 2011
J.P. Morgan March 2006 - October 2010
Credit Suisse January 2000 - February 2006
Cowen and Company October 1997 - January 2000
Tucker Anthony & RL Day March 1991 - September 1996
Skills
corporate access, Team Leadership, Partnership-building, Strategic Communications, Series 7, Series 63, Series 24, Business Process...
Education
Fordham Gabelli School of Business 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.