Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
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15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Agnes Giannola Agnes Giannola's Credit Suisse Experience September 2006 - March 2014
Job Sr. VP AML & Compliance Reporting Officer at Citigroup
Industry Banking
Experience
Citi March 2014 - Present
Credit Suisse September 2006 - March 2014
New York Stock Exchange October 2000 - September 2006
American Stock Exchange March 1998 - September 2000
Skills
Securities, Capital Markets, Investment Banking, KYC, Sanction, AML, FINRA, Financial Risk, OFAC, Financial Institutions, USA PATRIOT Act, Financial Regulation, Hedge Funds, Operational Risk, Anti Money Laundering
Education
St. John's University, Jamaica, NY
MBA, Finance
Fordham University 1994 — 1998
BA, Finance and Economics
Citi March 2014 - Present
Credit Suisse September 2006 - March 2014
New York Stock Exchange October 2000 - September 2006
American Stock Exchange March 1998 - September 2000
Skills
Securities, Capital Markets, Investment Banking, KYC, Sanction, AML, FINRA, Financial Risk, OFAC, Financial Institutions, USA PATRIOT Act, Financial Regulation, Hedge Funds, Operational Risk, Anti Money Laundering
Education
St. John's University, Jamaica, NY
MBA, Finance
Fordham University 1994 — 1998
BA, Finance and Economics
Kelly Heimrich Kelly Heimrich's Credit Suisse Experience September 2015 - Present
Job Investment Banking Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
Credit Suisse July 2013 - September 2015
Credit Suisse July 2012 - July 2013
Credit Suisse June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance, General
Credit Suisse September 2015 - Present
Credit Suisse July 2013 - September 2015
Credit Suisse July 2012 - July 2013
Credit Suisse June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance, General
Etrita Ibroci Etrita Ibroci's Credit Suisse Experience January 1999 - January 2004
Job Senior VP; Pan Euro Equity Research Sales
Industry Financial Services
Experience
Kepler Cheuvreux July 2013 - Present
Credit Agricole Cheuvreux September 2008 - 2013
Merrill Lynch January 2007 - January 2008
Credit Suisse Private Banking January 2005 - January 2007
Credit Suisse January 1999 - January 2004
CIBC Oppenheimer Corp January 1998 - June 1999
Arthur Andersen January 1997 - June 1997
Skills
Microsoft Word, Microsoft Excel, Research, Public Speaking, PowerPoint, English, Customer Service, Strategic Planning, Editing, Outlook, Social Media, Teaching, Negotiation, Public Relations, Budgets, Portfolio Management, Equities, Emerging Markets, Microsoft Office, Economics, Investments, Asset Allocation, Investment Banking, Structured Products, Capital Markets
Education
Fordham University 1996 — 1997
Master of Business Administration (MBA) - Executive MBA, Finance & Management Systems
Saint John’s University 1992 — 1995
Bachelor of Arts (BA), Economics and Political Science (majors); Philosophy & Theology (minors)
Harvard University
Best Delegate Award at Harvard UN Model
John Jay University
Presented a professional paper on the Economic Re-Adjustment in Sub-Saharan Africa., Economics, political science, philosophy of law
Kepler Cheuvreux July 2013 - Present
Credit Agricole Cheuvreux September 2008 - 2013
Merrill Lynch January 2007 - January 2008
Credit Suisse Private Banking January 2005 - January 2007
Credit Suisse January 1999 - January 2004
CIBC Oppenheimer Corp January 1998 - June 1999
Arthur Andersen January 1997 - June 1997
Skills
Microsoft Word, Microsoft Excel, Research, Public Speaking, PowerPoint, English, Customer Service, Strategic Planning, Editing, Outlook, Social Media, Teaching, Negotiation, Public Relations, Budgets, Portfolio Management, Equities, Emerging Markets, Microsoft Office, Economics, Investments, Asset Allocation, Investment Banking, Structured Products, Capital Markets
Education
Fordham University 1996 — 1997
Master of Business Administration (MBA) - Executive MBA, Finance & Management Systems
Saint John’s University 1992 — 1995
Bachelor of Arts (BA), Economics and Political Science (majors); Philosophy & Theology (minors)
Harvard University
Best Delegate Award at Harvard UN Model
John Jay University
Presented a professional paper on the Economic Re-Adjustment in Sub-Saharan Africa., Economics, political science, philosophy of law
Dean Benjamin Dean Benjamin's Credit Suisse Experience December 1996 - April 2003
Job Principal, Ascent Real Estate Advisors and Jemcar Consulting
Industry Venture Capital & Private Equity
Experience
Ascent Real Estate Advisors, LLC April 2003 - Present
Jemcar Consulting January 2010 - Present
hiQ Labs September 2014 - Present
The Original Protein Shot March 2014 - Present
AUGMATE February 2014 - Present
Rabbit July 2013 - Present
TuneSat, LLC January 2013 - Present
CityMaps.com 2011 - Present
Vintager Holdings December 2011 - Present
Credit Suisse December 1996 - April 2003
Skills
Investments, Business Development, Real Estate, Start-ups, Structured Products, Entrepreneurship, Private Equity, Financial Analysis, Strategic Planning, Capital Markets, Venture Capital, Alternative Investments, Business Strategy, Investment Banking, Asset Management, Due Diligence
Education
Fordham University School of Law 1986 — 1989
JD
University of Michigan 1982 — 1986
AB, Political Science and Government
Ascent Real Estate Advisors, LLC April 2003 - Present
Jemcar Consulting January 2010 - Present
hiQ Labs September 2014 - Present
The Original Protein Shot March 2014 - Present
AUGMATE February 2014 - Present
Rabbit July 2013 - Present
TuneSat, LLC January 2013 - Present
CityMaps.com 2011 - Present
Vintager Holdings December 2011 - Present
Credit Suisse December 1996 - April 2003
Skills
Investments, Business Development, Real Estate, Start-ups, Structured Products, Entrepreneurship, Private Equity, Financial Analysis, Strategic Planning, Capital Markets, Venture Capital, Alternative Investments, Business Strategy, Investment Banking, Asset Management, Due Diligence
Education
Fordham University School of Law 1986 — 1989
JD
University of Michigan 1982 — 1986
AB, Political Science and Government
Edward OConnor Edward OConnor's Credit Suisse Experience February 2000 - January 2002
Job Fixed Income Sales Trader at Cabrera Capital Markets, LLC
Industry Financial Services
Experience
Cabrera Capital Markets, LLC March 2013 - Present
Chapdelaine Tullet Prebon March 2012 - January 2013
BGC Partners June 2008 - February 2012
Tullett Prebon July 2006 - May 2008
Cantor Fitzgerald January 2002 - June 2006
Credit Suisse February 2000 - January 2002
Morgan Stanley January 1999 - January 2000
Cantor Fitzgerald January 1993 - January 1999
Skills
NASD Series 7, 63, Series 7, Series 63, Equities, Fixed Income, Financial Markets, Bloomberg, Investments, Electronic Trading, Securities, Hedge Funds, Portfolio Management, Mutual Funds, Trading Systems, Capital Markets, Wealth Management, Asset Management, Account Management, Strategic Financial..., New Business Development, Options, Bloomberg Terminal
Education
Fordham University
Bachelor of Arts (B.A.), Communication and Media Studies
Cabrera Capital Markets, LLC March 2013 - Present
Chapdelaine Tullet Prebon March 2012 - January 2013
BGC Partners June 2008 - February 2012
Tullett Prebon July 2006 - May 2008
Cantor Fitzgerald January 2002 - June 2006
Credit Suisse February 2000 - January 2002
Morgan Stanley January 1999 - January 2000
Cantor Fitzgerald January 1993 - January 1999
Skills
NASD Series 7, 63, Series 7, Series 63, Equities, Fixed Income, Financial Markets, Bloomberg, Investments, Electronic Trading, Securities, Hedge Funds, Portfolio Management, Mutual Funds, Trading Systems, Capital Markets, Wealth Management, Asset Management, Account Management, Strategic Financial..., New Business Development, Options, Bloomberg Terminal
Education
Fordham University
Bachelor of Arts (B.A.), Communication and Media Studies
Shao Zhou Shao Zhou's Credit Suisse Experience January 2015 - Present
Job Global Recovery & Resolution Plan (RRP) Program at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Broadridge FX & Liquidity Solutions July 2013 - December 2014
Keep A Child Alive June 2012 - August 2012
Sam Blakeslee for CA Senate May 2010 - June 2010
Skills
Stata, Microsoft Visual Studio..., Access, Convio, QuickBooks POS, Microsoft Office Suite, Microsoft Office, Social Media, Salesforce.com CRM, PowerPoint, Microsoft Word, Matlab, Salesforce.com, Microsoft SQL Server, Management, Strategy, Customer Service, Public Relations, Program Management, Microsoft Excel
Education
Rensselaer Polytechnic Institute
Bachelor of Science, Cum Laude, Economics, Mathematics Minor, 3.5
Fordham University 2012 — 2012
Summer in the City Program
Wake Forest University 2011 — 2011
Summer Management Program (Full Scholarship Recipient)
Credit Suisse January 2015 - Present
Broadridge FX & Liquidity Solutions July 2013 - December 2014
Keep A Child Alive June 2012 - August 2012
Sam Blakeslee for CA Senate May 2010 - June 2010
Skills
Stata, Microsoft Visual Studio..., Access, Convio, QuickBooks POS, Microsoft Office Suite, Microsoft Office, Social Media, Salesforce.com CRM, PowerPoint, Microsoft Word, Matlab, Salesforce.com, Microsoft SQL Server, Management, Strategy, Customer Service, Public Relations, Program Management, Microsoft Excel
Education
Rensselaer Polytechnic Institute
Bachelor of Science, Cum Laude, Economics, Mathematics Minor, 3.5
Fordham University 2012 — 2012
Summer in the City Program
Wake Forest University 2011 — 2011
Summer Management Program (Full Scholarship Recipient)
Rosa Pietanza's Credit Suisse Experience April 2010 - Present
Job Director and Counsel at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2010 - Present
Barclays September 2008 - April 2010
Lehman Brothers April 2007 - September 2008
Direct Energy August 2005 - April 2007
Supreme Court of the State of New York March 2004 - August 2005
Huber Lawrence & Abell September 2000 - February 2004
Skills
Commodity, Energy Derivatives, Derivatives, Energy, Commodity Markets, Capital Markets, Credit Derivatives, Equity Derivatives, Swaps, Securities, ISDA, Hedge Funds, Structured Products, Equities, Investment Banking, Portfolio Management, Structured Finance, Prime Brokerage
Education
Fordham University School of Law 1997 — 2000
JD
New York University 1993 — 1997
BA, Economics/History; Italian
Credit Suisse April 2010 - Present
Barclays September 2008 - April 2010
Lehman Brothers April 2007 - September 2008
Direct Energy August 2005 - April 2007
Supreme Court of the State of New York March 2004 - August 2005
Huber Lawrence & Abell September 2000 - February 2004
Skills
Commodity, Energy Derivatives, Derivatives, Energy, Commodity Markets, Capital Markets, Credit Derivatives, Equity Derivatives, Swaps, Securities, ISDA, Hedge Funds, Structured Products, Equities, Investment Banking, Portfolio Management, Structured Finance, Prime Brokerage
Education
Fordham University School of Law 1997 — 2000
JD
New York University 1993 — 1997
BA, Economics/History; Italian
Paul LoGiudice Paul LoGiudice's Credit Suisse Experience May 2004 - May 2006
Job European Equity Sales, Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2015 - Present
Jefferies & Company June 2010 - June 2015
UBS Investment Bank June 2006 - June 2010
Credit Suisse May 2004 - May 2006
ABN AMRO Bank N.V. 1998 - 2004
ING Baring Securities 1994 - 1998
Skills
Emerging Markets, Equity Sales, Equities, Capital Markets, Hedge Funds, Bloomberg, Series 7, Equity Research, Financial Markets, Investments
Education
Fordham University 1987 — 1991
Bachelor of Arts (B.A.), History
Deutsche Bank September 2015 - Present
Jefferies & Company June 2010 - June 2015
UBS Investment Bank June 2006 - June 2010
Credit Suisse May 2004 - May 2006
ABN AMRO Bank N.V. 1998 - 2004
ING Baring Securities 1994 - 1998
Skills
Emerging Markets, Equity Sales, Equities, Capital Markets, Hedge Funds, Bloomberg, Series 7, Equity Research, Financial Markets, Investments
Education
Fordham University 1987 — 1991
Bachelor of Arts (B.A.), History
Brian Hahn's Credit Suisse Experience May 2012 - May 2013
Job Credit Analyst at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch - Commercial Real Estate Banking July 2014 - Present
JPMorgan Chase June 2013 - May 2014
Credit Suisse May 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Skills
Real Estate, Finance, Credit Analysis, Portfolio Management, Commercial Real Estate..., Corporate Finance, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Research, Investments, Asset Managment, Financial Modeling, Alternative Investments, Banking, Real Estate Financing, Real Estate Development
Education
Fordham University 2010 — 2014
Bachelor of Science, Finance, Alumni
Fordham University London Centre 2012 — 2012
Bachelor of Science (B.S.), Finance
Bank of America Merrill Lynch - Commercial Real Estate Banking July 2014 - Present
JPMorgan Chase June 2013 - May 2014
Credit Suisse May 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Skills
Real Estate, Finance, Credit Analysis, Portfolio Management, Commercial Real Estate..., Corporate Finance, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Research, Investments, Asset Managment, Financial Modeling, Alternative Investments, Banking, Real Estate Financing, Real Estate Development
Education
Fordham University 2010 — 2014
Bachelor of Science, Finance, Alumni
Fordham University London Centre 2012 — 2012
Bachelor of Science (B.S.), Finance
Antonio LaMota Antonio LaMota's Credit Suisse Experience September 2005 - October 2006
Job Alternative Investment Operations, Assistant Vice President at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management July 2013 - Present
SS&C GlobeOp April 2010 - July 2013
Deutsche Bank October 2006 - April 2010
Credit Suisse September 2005 - October 2006
Skills
Fixed Income, Middle Office, Hedge Funds, Derivatives, Swaps, Equities, Prime Brokerage, Investment Banking
Education
Fordham University 2001 — 2005
Bachelor of Science (BS), Majored in Finance and Business Management and minored in Economics
Saint Francis Preparatory High School 1997 — 2001
First Eagle Investment Management July 2013 - Present
SS&C GlobeOp April 2010 - July 2013
Deutsche Bank October 2006 - April 2010
Credit Suisse September 2005 - October 2006
Skills
Fixed Income, Middle Office, Hedge Funds, Derivatives, Swaps, Equities, Prime Brokerage, Investment Banking
Education
Fordham University 2001 — 2005
Bachelor of Science (BS), Majored in Finance and Business Management and minored in Economics
Saint Francis Preparatory High School 1997 — 2001
Bilal Mazhar Bilal Mazhar's Credit Suisse Experience June 2014 - Present
Job Global Legal Entity Program Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2014 - Present
Skills
Financial Analysis, Corporate Finance, Data Analysis, PMO, Project Management, Program Management, Portfolio Management, Financial Modeling, Change Management, Risk Management, Investments, Process Improvement, Valuation, Entrepreneurship, Business Development, Equities, Private Equity, Capital Markets
Education
Fordham University
Bachelor's Degree, Finance and Economics
Credit Suisse June 2014 - Present
Skills
Financial Analysis, Corporate Finance, Data Analysis, PMO, Project Management, Program Management, Portfolio Management, Financial Modeling, Change Management, Risk Management, Investments, Process Improvement, Valuation, Entrepreneurship, Business Development, Equities, Private Equity, Capital Markets
Education
Fordham University
Bachelor's Degree, Finance and Economics
Erin Ferencik Erin Ferencik's Credit Suisse Experience August 2010 - Present
Job Executive Assistant at Credit Suisse
Industry Executive Office
Experience
Credit Suisse August 2010 - Present
D.S. Wolf Group International, LLC October 2008 - August 2010
Penguin Group USA July 2006 - October 2008
Education
Fordham University 1999 — 2003
BA, English, Creative Writing
Credit Suisse August 2010 - Present
D.S. Wolf Group International, LLC October 2008 - August 2010
Penguin Group USA July 2006 - October 2008
Education
Fordham University 1999 — 2003
BA, English, Creative Writing
Laura Coccaro Laura Coccaro's Credit Suisse Experience September 2013 - Present
Job Vice President at Credit Suisse, Human Resources
Industry Banking
Experience
Credit Suisse September 2013 - Present
Credit Suisse July 2006 - Present
Credit Suisse March 2011 - September 2013
Credit Suisse August 2009 - March 2011
Credit Suisse August 2007 - August 2009
Credit Suisse July 2006 - August 2007
Skills
Talent Management, Recruiting, Strategy, Leadership, Management, Hiring, Relationship Buidling, Event Execution, Program Execution, Process Design, Project Management, Talent Acquisition, Human Resources, Vendor Management
Education
Fordham University 2002 — 2006
Bachelor of Science, Business Administration; Marketing; Accounting
Credit Suisse September 2013 - Present
Credit Suisse July 2006 - Present
Credit Suisse March 2011 - September 2013
Credit Suisse August 2009 - March 2011
Credit Suisse August 2007 - August 2009
Credit Suisse July 2006 - August 2007
Skills
Talent Management, Recruiting, Strategy, Leadership, Management, Hiring, Relationship Buidling, Event Execution, Program Execution, Process Design, Project Management, Talent Acquisition, Human Resources, Vendor Management
Education
Fordham University 2002 — 2006
Bachelor of Science, Business Administration; Marketing; Accounting
Diana Cousins Diana Cousins's Credit Suisse Experience February 2007 - Present
Job Technical Program Consultant
Industry Information Technology and Services
Experience
Bank of America January 2013 - Present
Credit Suisse February 2007 - Present
Friction the Play August 2010 - November 2010
Starbuck Coffee Company July 2006 - August 2007
Education
The Brazil Station 2010 — 2012
Brazilian Portuguese language
Fordham University 2002 — 2006
Bachelor of Arts, International Political Economy
Rome Center - Loyola Chicago 2005 — 2005
semester abroad, Italian language and culture/International Relations
The Governor's Academy
Bank of America January 2013 - Present
Credit Suisse February 2007 - Present
Friction the Play August 2010 - November 2010
Starbuck Coffee Company July 2006 - August 2007
Education
The Brazil Station 2010 — 2012
Brazilian Portuguese language
Fordham University 2002 — 2006
Bachelor of Arts, International Political Economy
Rome Center - Loyola Chicago 2005 — 2005
semester abroad, Italian language and culture/International Relations
The Governor's Academy
Nina Ross Nina Ross's Credit Suisse Experience September 1983 - June 1989
Job Managing Director at Societe General
Industry Banking
Experience
Societe Generale May 1996 - Present
National Westminster Bank USA November 1992 - May 1996
Commonwealth Bank of Australia June 1989 - November 1992
Credit Suisse September 1983 - June 1989
Skills
Credit Analysis, Corporate Finance, Loans, Structured Finance, Investment Banking, Credit, Financial Risk, Portfolio Management, Trading, Restructuring, Equities, Capital Markets, Fixed Income, Credit Risk, Derivatives, Financial Structuring, Hedge Funds, Leveraged Finance, Debt Restructuring
Education
Fordham University 1977 — 1981
Bachelors of Arts
Societe Generale May 1996 - Present
National Westminster Bank USA November 1992 - May 1996
Commonwealth Bank of Australia June 1989 - November 1992
Credit Suisse September 1983 - June 1989
Skills
Credit Analysis, Corporate Finance, Loans, Structured Finance, Investment Banking, Credit, Financial Risk, Portfolio Management, Trading, Restructuring, Equities, Capital Markets, Fixed Income, Credit Risk, Derivatives, Financial Structuring, Hedge Funds, Leveraged Finance, Debt Restructuring
Education
Fordham University 1977 — 1981
Bachelors of Arts
Dan Stusnick Dan Stusnick's Credit Suisse Experience September 2008 - April 2011
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2012 - Present
Barclays Capital May 2011 - May 2012
Credit Suisse September 2008 - April 2011
HSBC Bank USA N.A. February 2005 - August 2008
HSBC Bank USA February 2002 - February 2005
HSBC Bank USA January 1999 - January 2002
HSBC Securities January 1996 - January 1999
HSBC Securities January 1994 - January 1996
HSBC Bank USA November 1992 - January 1994
Smith Barney 1990 - November 1992
Skills
Six Sigma, Process Improvement, Capital Markets, Credit Risk, Continuous Improvement, Change Management, Strategic Planning, Client Onboarding, Coaching, Process Mapping, Business Analysis, Credit Analysis, Lean Sigma, Program Management, JMP, Process Simulation, Activity Based..., Operational Risk..., Operational Excellence, Business Process..., Offshoring, Fixed Income, Investment Banking, Middle Office, Business Process Mapping, Banking, Vendor Management, Management, Financial Risk, Hedge Funds, Portfolio Management, Operational Risk, FX Options, Back Office, KYC, AML, Strategy, Operations Management
Education
Six Sigma Qualtec 2002 — 2003
Black Belt
Fordham University 1984 — 1988
BS, Finance, Marketing
Chaminade H.S. 1980 — 1984
Morgan Stanley May 2012 - Present
Barclays Capital May 2011 - May 2012
Credit Suisse September 2008 - April 2011
HSBC Bank USA N.A. February 2005 - August 2008
HSBC Bank USA February 2002 - February 2005
HSBC Bank USA January 1999 - January 2002
HSBC Securities January 1996 - January 1999
HSBC Securities January 1994 - January 1996
HSBC Bank USA November 1992 - January 1994
Smith Barney 1990 - November 1992
Skills
Six Sigma, Process Improvement, Capital Markets, Credit Risk, Continuous Improvement, Change Management, Strategic Planning, Client Onboarding, Coaching, Process Mapping, Business Analysis, Credit Analysis, Lean Sigma, Program Management, JMP, Process Simulation, Activity Based..., Operational Risk..., Operational Excellence, Business Process..., Offshoring, Fixed Income, Investment Banking, Middle Office, Business Process Mapping, Banking, Vendor Management, Management, Financial Risk, Hedge Funds, Portfolio Management, Operational Risk, FX Options, Back Office, KYC, AML, Strategy, Operations Management
Education
Six Sigma Qualtec 2002 — 2003
Black Belt
Fordham University 1984 — 1988
BS, Finance, Marketing
Chaminade H.S. 1980 — 1984
Marisa Harney's Credit Suisse Experience 1997 - 2004
Job Chief Risk Officer GE Capital, Americas
Industry Financial Services
Experience
GE Capital August 2013 - Present
Bank of America 2004 - July 2013
Credit Suisse 1997 - 2004
CIBC World Markets 1997 - 1998
JPMorgan Chase 1985 - 1997
Deutsche Bank 1980 - 1985
Skills
Credit Risk, Leveraged Fi, Enterprise Risk..., Financial Analysis, leveraged lending, Training, Risk Governance, Credit, Market Risk, Financial Risk, Capital Markets, Banking, Credit Analysis, Derivatives, Fixed Income, Loans, Portfolio Management, Risk Management, Leveraged Lending, Investment Banking, Corporate Finance
Education
New York University, Stern School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Fordham University 1976 — 1979
Bachelor of Science (B.S.), Finance, General
GE Capital August 2013 - Present
Bank of America 2004 - July 2013
Credit Suisse 1997 - 2004
CIBC World Markets 1997 - 1998
JPMorgan Chase 1985 - 1997
Deutsche Bank 1980 - 1985
Skills
Credit Risk, Leveraged Fi, Enterprise Risk..., Financial Analysis, leveraged lending, Training, Risk Governance, Credit, Market Risk, Financial Risk, Capital Markets, Banking, Credit Analysis, Derivatives, Fixed Income, Loans, Portfolio Management, Risk Management, Leveraged Lending, Investment Banking, Corporate Finance
Education
New York University, Stern School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Fordham University 1976 — 1979
Bachelor of Science (B.S.), Finance, General
Eugene Kearns Eugene Kearns's Credit Suisse Experience May 2008 - June 2011
Job Vice President at ConvergEx LiquidPoint
Industry Financial Services
Experience
ConvergEx - LiquidPoint June 2011 - Present
Credit Suisse May 2008 - June 2011
Bloomberg Tradebook January 2005 - May 2008
Bloomberg, LP March 2001 - December 2004
Bloomberg, LP September 1999 - March 2001
Skills
Electronic Trading, Equities, Trading Systems, Options, Hedge Funds, Bloomberg, Trading, Derivatives, Equity Derivatives, Equity Trading, Series 7, Financial Markets, Fixed Income, Bloomberg Terminal, Market Data
Education
Fordham University 1995 — 1999
Bachelor of Arts, Political Science, Economics
ConvergEx - LiquidPoint June 2011 - Present
Credit Suisse May 2008 - June 2011
Bloomberg Tradebook January 2005 - May 2008
Bloomberg, LP March 2001 - December 2004
Bloomberg, LP September 1999 - March 2001
Skills
Electronic Trading, Equities, Trading Systems, Options, Hedge Funds, Bloomberg, Trading, Derivatives, Equity Derivatives, Equity Trading, Series 7, Financial Markets, Fixed Income, Bloomberg Terminal, Market Data
Education
Fordham University 1995 — 1999
Bachelor of Arts, Political Science, Economics
Jennifer Thompson's Credit Suisse Experience August 2015 - Present
Job Financial Crimes Compliance Head of Policy, Training and Regulatory Tracking at Credit Suisse
Industry Law Practice
Experience
Credit Suisse August 2015 - Present
Skills
Legal Research, Legal Writing, Corporate Governance, Contract Negotiation, Securities, Corporate Law, Litigation, Securities Litigation, Commercial Litigation, Securities Regulation, Financial Regulation, Courts, Due Diligence, FINRA, SEC, Internal Investigations, Civil Litigation, Bankruptcy, Criminal Law, International Law, Intellectual Property, Fraud, Administrative Law, Arbitration, Business Analysis, Manage client...
Education
Fordham University School of Law 2002 — 2005
Juris Doctor
Marymount University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Law, 3.98 GPA
Credit Suisse August 2015 - Present
Skills
Legal Research, Legal Writing, Corporate Governance, Contract Negotiation, Securities, Corporate Law, Litigation, Securities Litigation, Commercial Litigation, Securities Regulation, Financial Regulation, Courts, Due Diligence, FINRA, SEC, Internal Investigations, Civil Litigation, Bankruptcy, Criminal Law, International Law, Intellectual Property, Fraud, Administrative Law, Arbitration, Business Analysis, Manage client...
Education
Fordham University School of Law 2002 — 2005
Juris Doctor
Marymount University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Law, 3.98 GPA
Daniel McHugh Daniel McHugh's Credit Suisse Experience May 2003 - January 2012
Job Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates February 2012 - Present
Credit Suisse May 2003 - January 2012
Morgan Stanley May 1996 - May 2003
Lehman Brothers 1986 - 1996
KPMG July 1977 - June 1986
Education
Fordham University 1973 — 1977
Bachelor of Science, Accounting & Information Systems
Bridgewater Associates February 2012 - Present
Credit Suisse May 2003 - January 2012
Morgan Stanley May 1996 - May 2003
Lehman Brothers 1986 - 1996
KPMG July 1977 - June 1986
Education
Fordham University 1973 — 1977
Bachelor of Science, Accounting & Information Systems
Patrick McCloskey Patrick McCloskey's Credit Suisse Experience 2000 - 2003
Job Founder/Managing Partner at Aeterna Capital Partners
Industry Financial Services
Experience
Aeterna Capital Partners 2013 - Present
StormHarbour Partners 2010 - 2013
Evolution Markets 2007 - 2010
Lazard 2003 - 2007
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1995 - 1997
Skills
Private Equity, Special Situations, Banking, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Structuring, Private Placements, Venture Capital, Valuation, Alternative Investments, Capital, Financial Advisory, Emerging Markets, Structured Finance, Finance, Mezzanine
Education
Georgetown University 1984 — 1988
BSBA, Finance
Fordham University School of Law 1989 — 1992
JD
Aeterna Capital Partners 2013 - Present
StormHarbour Partners 2010 - 2013
Evolution Markets 2007 - 2010
Lazard 2003 - 2007
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1995 - 1997
Skills
Private Equity, Special Situations, Banking, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Structuring, Private Placements, Venture Capital, Valuation, Alternative Investments, Capital, Financial Advisory, Emerging Markets, Structured Finance, Finance, Mezzanine
Education
Georgetown University 1984 — 1988
BSBA, Finance
Fordham University School of Law 1989 — 1992
JD
Matthew Festa Matthew Festa's Credit Suisse Experience April 2014 - Present
Job Manager Client Operations Prime Brokerage/Prime Finance at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2014 - Present
Credit Suisse May 2010 - Present
Credit Suisse October 2007 - June 2010
4cast Inc January 2005 - October 2007
Skills
Equities, Hedge Funds, Options, FX Options, Derivatives, Series 7, Prime Brokerage, Corporate Actions, CDS, Bloomberg, Economics, Currency, Series 63, Investment Banking, Swaps, Equity Derivatives, Fixed Income
Education
Fordham University 2004 — 2005
MA, Economics
Loyola University Maryland 2000 — 2004
Bachelor's degree, Economics, with a minor in Mathematics, 3.71
Chaminade High School 1996 — 2000
Liberal Arts
Credit Suisse April 2014 - Present
Credit Suisse May 2010 - Present
Credit Suisse October 2007 - June 2010
4cast Inc January 2005 - October 2007
Skills
Equities, Hedge Funds, Options, FX Options, Derivatives, Series 7, Prime Brokerage, Corporate Actions, CDS, Bloomberg, Economics, Currency, Series 63, Investment Banking, Swaps, Equity Derivatives, Fixed Income
Education
Fordham University 2004 — 2005
MA, Economics
Loyola University Maryland 2000 — 2004
Bachelor's degree, Economics, with a minor in Mathematics, 3.71
Chaminade High School 1996 — 2000
Liberal Arts
Steve Flantsbaum Steve Flantsbaum's Credit Suisse Experience July 2006 - June 2007
Job Assistant Vice President at The Blackstone Group / GSO Capital Partners
Industry Law Practice
Experience
The Blackstone Group L.P. / GSO Capital Partners LP April 2013 - Present
Bingham McCutchen January 2010 - April 2013
McKee Nelson LLP May 2008 - August 2008
Credit Suisse July 2006 - June 2007
Bank of New York Mellon 2005 - 2006
Skills
Securities, Finance, Structured Finance, Capital Markets, Fixed Income, Legal Writing
Education
Fordham University School of Law 2006 — 2009
J.D., cum laude
Pace University, Lubin School of Business, Pforzheimer Honors College 2002 — 2006
B.B.A., summa cum laude, Finance / Economics
The Blackstone Group L.P. / GSO Capital Partners LP April 2013 - Present
Bingham McCutchen January 2010 - April 2013
McKee Nelson LLP May 2008 - August 2008
Credit Suisse July 2006 - June 2007
Bank of New York Mellon 2005 - 2006
Skills
Securities, Finance, Structured Finance, Capital Markets, Fixed Income, Legal Writing
Education
Fordham University School of Law 2006 — 2009
J.D., cum laude
Pace University, Lubin School of Business, Pforzheimer Honors College 2002 — 2006
B.B.A., summa cum laude, Finance / Economics
Emily Katz's Credit Suisse Experience 2002 - 2003
Job Analyst at Chimney Rock Investments
Industry Financial Services
Experience
Chimney Rock Investments March 2015 - Present
Weil, Gotshal & Manges 2007 - March 2015
Credit Suisse 2002 - 2003
Skills
Corporate Law, Commercial Litigation, Securities Regulation, Securities Litigation, Legal Research, Litigation, Corporate Governance
Education
Fordham University School of Law 2005 — 2007
J.D.
Harvard University 1998 — 2002
Chimney Rock Investments March 2015 - Present
Weil, Gotshal & Manges 2007 - March 2015
Credit Suisse 2002 - 2003
Skills
Corporate Law, Commercial Litigation, Securities Regulation, Securities Litigation, Legal Research, Litigation, Corporate Governance
Education
Fordham University School of Law 2005 — 2007
J.D.
Harvard University 1998 — 2002
Jessica Brooks Jessica Brooks's Credit Suisse Experience 2000 - 2001
Job Fitness Professional
Industry Health, Wellness and Fitness
Experience
Gold Medal Fitness April 2012 - Present
Breathe Fitness Studio September 2011 - March 2012
RWJ Rahway Fitness & Wellness Center 2009 - 2011
CGS - contracted to Fuji Film 2004 - 2004
Bloomberg LP 2001 - 2004
Credit Suisse 2000 - 2001
Goldman Sachs - contracted through Tiger Management Systems 2000 - 2000
Instinet Incorporated 1999 - 2000
PaineWebber 1995 - 1999
Paine Webber 1992 - 1994
Skills
Social Media, Wellness, Customer Service
Education
Fordham University 1998 — 2001
Master of Science (M.S.), Human Resources Education
Lafayette College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Poly Prep Country Day School
HIgh School
Gold Medal Fitness April 2012 - Present
Breathe Fitness Studio September 2011 - March 2012
RWJ Rahway Fitness & Wellness Center 2009 - 2011
CGS - contracted to Fuji Film 2004 - 2004
Bloomberg LP 2001 - 2004
Credit Suisse 2000 - 2001
Goldman Sachs - contracted through Tiger Management Systems 2000 - 2000
Instinet Incorporated 1999 - 2000
PaineWebber 1995 - 1999
Paine Webber 1992 - 1994
Skills
Social Media, Wellness, Customer Service
Education
Fordham University 1998 — 2001
Master of Science (M.S.), Human Resources Education
Lafayette College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Poly Prep Country Day School
HIgh School
Lynn Cannizzaro Lynn Cannizzaro's Credit Suisse Experience April 2001 - June 2006
Job Sales, Relationship and Product Management Professional in the Financial Services Industry
Industry Financial Services
Experience
Pershing March 2011 - Present
Neonet Securities June 2009 - May 2010
Societe Generale September 2007 - February 2009
JPMorgan June 2006 - July 2007
Credit Suisse April 2001 - June 2006
PaineWebber July 1996 - April 2001
Education
Fordham University 1992 — 1996
BS, Finance and Marketing
Pershing March 2011 - Present
Neonet Securities June 2009 - May 2010
Societe Generale September 2007 - February 2009
JPMorgan June 2006 - July 2007
Credit Suisse April 2001 - June 2006
PaineWebber July 1996 - April 2001
Education
Fordham University 1992 — 1996
BS, Finance and Marketing
Desiree Beecham Desiree Beecham's Credit Suisse Experience 1995 - 2002
Job Associate Real Estae Broker at River Realty Services
Industry Real Estate
Experience
River Realty Services 2003 - Present
Credit Suisse 1995 - 2002
Skills
Sellers, Investment Properties, Real Estate, Condos, Real Estate Transactions, Investors, Relocation, Buyer Representation, Landlord, Townhomes, First Time Home Buyers, Property Management
Education
Fordham University
BS, Investment & Finance
New York University
Candidate, MS, Real Estate Investment & Finance
River Realty Services 2003 - Present
Credit Suisse 1995 - 2002
Skills
Sellers, Investment Properties, Real Estate, Condos, Real Estate Transactions, Investors, Relocation, Buyer Representation, Landlord, Townhomes, First Time Home Buyers, Property Management
Education
Fordham University
BS, Investment & Finance
New York University
Candidate, MS, Real Estate Investment & Finance
Abigail David's Credit Suisse Experience June 2015 - July 2015
Job Incoming PBWM Analyst at Credit Suisse
Industry Financial Services
Experience
Earth to Abby December 2014 - Present
Credit Suisse June 2015 - July 2015
GPShopper September 2014 - April 2015
Tory Burch January 2014 - May 2014
Compass Fellowship-- The Kenneth Cole Foundation May 2013 - May 2014
Market News International (MNI) September 2012 - May 2013
Compass Fellowship September 2012 - May 2013
Market News International (MNI) March 2012 - August 2012
Skills
Graphic Design, Journalism, Retail Sales, Internal Communications, Social Entrepreneurship, PowerPoint, Press Releases, Customer Service, Social Media, Public Speaking, Entrepreneurship, Creative Writing, Advertising, Marketing, Spanish, Facebook, Research, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Heythrop College, U. of London
Study Abroad Participant, Business/Commerce, General
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
La Universidad Internacional 2010 — 2011
Spanish Language
Lyons Township High School 2008 — 2012
High School Diploma
Northwestern University
College/University Preparatory and Advanced High School/Secondary Diploma Program
Earth to Abby December 2014 - Present
Credit Suisse June 2015 - July 2015
GPShopper September 2014 - April 2015
Tory Burch January 2014 - May 2014
Compass Fellowship-- The Kenneth Cole Foundation May 2013 - May 2014
Market News International (MNI) September 2012 - May 2013
Compass Fellowship September 2012 - May 2013
Market News International (MNI) March 2012 - August 2012
Skills
Graphic Design, Journalism, Retail Sales, Internal Communications, Social Entrepreneurship, PowerPoint, Press Releases, Customer Service, Social Media, Public Speaking, Entrepreneurship, Creative Writing, Advertising, Marketing, Spanish, Facebook, Research, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Heythrop College, U. of London
Study Abroad Participant, Business/Commerce, General
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
La Universidad Internacional 2010 — 2011
Spanish Language
Lyons Township High School 2008 — 2012
High School Diploma
Northwestern University
College/University Preparatory and Advanced High School/Secondary Diploma Program
Peter Nrekic's Credit Suisse Experience April 2013 - Present
Job Relationship Associate/ Private Banking Advisor at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
Credit Suisse September 2010 - April 2013
Skills
Equities, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Series 7, Private Banking, Equity Trading, Wealth Management, Finance, Mutual Funds, Private Equity, Options, Series 63, Trading, Alternative Investments, Bonds, Securities, Asset Management, FX Options, Swaps, Investments, Basketball, Capital Markets, Banking, Microsoft Office, Financial Services, Financial Analysis, Portfolio Management, Hip-Hop Dance, Financial Modeling, Risk Management
Education
Fordham University 2005 — 2009
Bachelors of Science, Finance
Credit Suisse April 2013 - Present
Credit Suisse September 2010 - April 2013
Skills
Equities, Fixed Income, Bloomberg, Hedge Funds, Investment Banking, Series 7, Private Banking, Equity Trading, Wealth Management, Finance, Mutual Funds, Private Equity, Options, Series 63, Trading, Alternative Investments, Bonds, Securities, Asset Management, FX Options, Swaps, Investments, Basketball, Capital Markets, Banking, Microsoft Office, Financial Services, Financial Analysis, Portfolio Management, Hip-Hop Dance, Financial Modeling, Risk Management
Education
Fordham University 2005 — 2009
Bachelors of Science, Finance
Roslyn Fraser, BRMP's Credit Suisse Experience 1999 - 2001
Job Director, Business Relationship Management at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters June 2015 - Present
Microsoft October 2013 - June 2015
Pfizer May 2012 - October 2013
Pfizer Inc May 2010 - May 2012
Pfizer December 2007 - May 2010
Pfizer May 2003 - December 2007
Johnson & Johnson May 2001 - May 2003
Credit Suisse 1999 - 2001
DLJ 1999 - 2000
St. Vincent's Hospital September 1998 - 2000
Skills
IT Strategy, Vendor Management, Business Process..., Stakeholder Engagement, Stakeholder Management, Business Strategy, Strategic Planning, Program Management, Integration, Cross-functional Team..., ITIL, IT Outsourcing, IT Management, Management, Service Delivery, IT Service Management, Strategy, Project Management, Service Delivery..., Data Center, Disaster Recovery, Enterprise Architecture, System Deployment, Project Portfolio..., Infrastructure, Process Improvement
Education
Business Relationship Management Professional
Fordham University
Bachelor of Science (B.S.), Psychology, General Science
Thomson Reuters June 2015 - Present
Microsoft October 2013 - June 2015
Pfizer May 2012 - October 2013
Pfizer Inc May 2010 - May 2012
Pfizer December 2007 - May 2010
Pfizer May 2003 - December 2007
Johnson & Johnson May 2001 - May 2003
Credit Suisse 1999 - 2001
DLJ 1999 - 2000
St. Vincent's Hospital September 1998 - 2000
Skills
IT Strategy, Vendor Management, Business Process..., Stakeholder Engagement, Stakeholder Management, Business Strategy, Strategic Planning, Program Management, Integration, Cross-functional Team..., ITIL, IT Outsourcing, IT Management, Management, Service Delivery, IT Service Management, Strategy, Project Management, Service Delivery..., Data Center, Disaster Recovery, Enterprise Architecture, System Deployment, Project Portfolio..., Infrastructure, Process Improvement
Education
Business Relationship Management Professional
Fordham University
Bachelor of Science (B.S.), Psychology, General Science
Tom Leddy Tom Leddy's Credit Suisse Experience 2000 - 2005
Job Financial Services Innovation Leader | Branding Architect | Equity Research | Leadership Mentor | Global Citizen
Industry Executive Office
Experience
Tom Leddy Consults 2008 - Present
J.P. Morgan 2006 - 2008
Credit Suisse 2000 - 2005
Credit Suisse (Donaldson, Lufkin & Jenrette) 1980 - 2000
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Fordham University
Bachelor of Arts (BA)
Tom Leddy Consults 2008 - Present
J.P. Morgan 2006 - 2008
Credit Suisse 2000 - 2005
Credit Suisse (Donaldson, Lufkin & Jenrette) 1980 - 2000
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Fordham University
Bachelor of Arts (BA)
George Kanabe George Kanabe's Credit Suisse Experience 1999 - 1999
Job Partner at Orrick, Herrington & Sutcliffe LLP
Industry Law Practice
Experience
Orrick, Herrington & Sutcliffe LLP September 2013 - Present
Sheppard Mullin Richter & Hampton LLP January 2012 - September 2013
Fish & Richardson P.C. 2006 - 2012
WilmerHale 2003 - 2005
Fish & Neave 2001 - 2003
JP Morgan 2000 - 2000
Credit Suisse 1999 - 1999
Skills
Patent Litigation, Patent Prosecution, Patent preparation, Patent Drafting, Electrical Engineering, Litigation, Patents, Due Diligence, Licensing, Prosecution, Patentability, Intellectual Property, Trademarks, Copyright Law, Trade Secrets, Registered Patent...
Education
Fordham University School of Law 2002 — 2005
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (BS), Electrical Engineering
Orrick, Herrington & Sutcliffe LLP September 2013 - Present
Sheppard Mullin Richter & Hampton LLP January 2012 - September 2013
Fish & Richardson P.C. 2006 - 2012
WilmerHale 2003 - 2005
Fish & Neave 2001 - 2003
JP Morgan 2000 - 2000
Credit Suisse 1999 - 1999
Skills
Patent Litigation, Patent Prosecution, Patent preparation, Patent Drafting, Electrical Engineering, Litigation, Patents, Due Diligence, Licensing, Prosecution, Patentability, Intellectual Property, Trademarks, Copyright Law, Trade Secrets, Registered Patent...
Education
Fordham University School of Law 2002 — 2005
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (BS), Electrical Engineering
Brian McCullough Brian McCullough's Credit Suisse Experience May 2000 - December 2003
Job Retirement Specialist at Paychex
Industry Financial Services
Experience
Paychex May 2014 - Present
AmeriSave Mortgage Corporation December 2011 - February 2014
American Equity Mortgage May 2008 - December 2011
East Coast Mortgage and Financial Solutions January 2005 - May 2008
Morgan Stanley January 2003 - December 2004
Credit Suisse May 2000 - December 2003
Skills
Competitive Analysis, Leadership, Sales, Finance, B2B
Education
Fordham University 1997 — 2001
BS, Communication, General
Paychex May 2014 - Present
AmeriSave Mortgage Corporation December 2011 - February 2014
American Equity Mortgage May 2008 - December 2011
East Coast Mortgage and Financial Solutions January 2005 - May 2008
Morgan Stanley January 2003 - December 2004
Credit Suisse May 2000 - December 2003
Skills
Competitive Analysis, Leadership, Sales, Finance, B2B
Education
Fordham University 1997 — 2001
BS, Communication, General
Elliot Sanchez Elliot Sanchez's Credit Suisse Experience 2005 - 2013
Job Assistant Vice President
Industry Banking
Experience
Deutsche Bank April 2014 - Present
CREDIT SUISSE AG January 2007 - January 2013
Credit Suisse 2005 - 2013
CREDIT SUISSE AG January 2005 - January 2007
AIG January 2003 - January 2005
Skills
Finance, Forecasting, Accounting, Auditing, Account Reconciliation, Analysis, Banking, Cash Management, Sarbanes-Oxley Act, Internal Audit, Cash Flow, Budgets, Leadership, MIS, Project Planning
Education
Fordham University 2003 — 2007
Master of Business Administration, Professional Accounting
Trinity College 1996 — 1999
Bachelor of Arts, Economics
The Lawrenceville School 1992 — 1995
Deutsche Bank April 2014 - Present
CREDIT SUISSE AG January 2007 - January 2013
Credit Suisse 2005 - 2013
CREDIT SUISSE AG January 2005 - January 2007
AIG January 2003 - January 2005
Skills
Finance, Forecasting, Accounting, Auditing, Account Reconciliation, Analysis, Banking, Cash Management, Sarbanes-Oxley Act, Internal Audit, Cash Flow, Budgets, Leadership, MIS, Project Planning
Education
Fordham University 2003 — 2007
Master of Business Administration, Professional Accounting
Trinity College 1996 — 1999
Bachelor of Arts, Economics
The Lawrenceville School 1992 — 1995
Marlene Augustin-Lambert Marlene Augustin-Lambert's Credit Suisse Experience August 2000 - February 2014
Job President AppleGate DBA Property Management INC Hartford County
Industry Real Estate
Experience
PMI Hartford County February 2014 - Present
Greater Westchester Property Owners & Real Estate Investors Association May 2003 - Present
Emerald Groupe LLC 1998 - Present
Credit Suisse August 2000 - February 2014
Skills
Asset Management, Asset Managment, Budgets, Business Process, Business Development, Banking, Due Diligence, Finance, Investment Properties, Leadership, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Non-profits, Investments, Nonprofits, Outsourcing, Portfolio Management, Project Planning, Time Management, Contract Negotiation, Research, Selling, Strategic Planning, Financial Services, Executive Management, Program Management
Education
Pratt Institute 2000 — 2001
Library Science
Fordham University 1981 — 1985
BS, Sociology
PMI Hartford County February 2014 - Present
Greater Westchester Property Owners & Real Estate Investors Association May 2003 - Present
Emerald Groupe LLC 1998 - Present
Credit Suisse August 2000 - February 2014
Skills
Asset Management, Asset Managment, Budgets, Business Process, Business Development, Banking, Due Diligence, Finance, Investment Properties, Leadership, Mergers & Acquisitions, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Non-profits, Investments, Nonprofits, Outsourcing, Portfolio Management, Project Planning, Time Management, Contract Negotiation, Research, Selling, Strategic Planning, Financial Services, Executive Management, Program Management
Education
Pratt Institute 2000 — 2001
Library Science
Fordham University 1981 — 1985
BS, Sociology
Thomas Mullooly's Credit Suisse Experience June 2012 - Present
Job Money Market Trader at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2012 - Present
Credit Suisse July 2011 - June 2012
Credit Suisse June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Investments, Portfolio Management, Fixed Income, Valuation, Financial Analysis, Bloomberg, Finance, Hedge Funds, Derivatives
Education
Fordham University 2007 — 2011
BS, Business
Credit Suisse June 2012 - Present
Credit Suisse July 2011 - June 2012
Credit Suisse June 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Investments, Portfolio Management, Fixed Income, Valuation, Financial Analysis, Bloomberg, Finance, Hedge Funds, Derivatives
Education
Fordham University 2007 — 2011
BS, Business
Tal Cushmaro Tal Cushmaro's Credit Suisse Experience June 2008 - August 2008
Job Associate at HARTMANN DOHERTY ROSA BERMAN & BULBULIA, LLC
Industry Law Practice
Experience
HARTMANN DOHERTY ROSA BERMAN & BULBULIA, LLC October 2013 - Present
Fordham University School of Law September 2010 - May 2013
Kings County District Attorney's Office June 2012 - August 2012
Federal Reserve Bank of New York September 2011 - June 2012
Gersowitz Libo & Korek, P.C. July 2011 - August 2011
Gallagher Briody & Butler June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Congressman Steve Rothman's Office June 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Research, Westlaw, Legal Research, Legal Writing, Microsoft Excel, Social Media, PowerPoint, Public Speaking, Editing, Event Planning, Microsoft Word
Education
Fordham University School of Law 2011 — 2013
J.D.
University of Rochester 2006 — 2010
BA, Political Science, History
HARTMANN DOHERTY ROSA BERMAN & BULBULIA, LLC October 2013 - Present
Fordham University School of Law September 2010 - May 2013
Kings County District Attorney's Office June 2012 - August 2012
Federal Reserve Bank of New York September 2011 - June 2012
Gersowitz Libo & Korek, P.C. July 2011 - August 2011
Gallagher Briody & Butler June 2009 - August 2009
Credit Suisse June 2008 - August 2008
Congressman Steve Rothman's Office June 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Research, Westlaw, Legal Research, Legal Writing, Microsoft Excel, Social Media, PowerPoint, Public Speaking, Editing, Event Planning, Microsoft Word
Education
Fordham University School of Law 2011 — 2013
J.D.
University of Rochester 2006 — 2010
BA, Political Science, History
Catherine Flanagan's Credit Suisse Experience July 2007 - June 2011
Job Financial Advisor at Kovitz Investment Group
Industry Investment Management
Experience
Kovitz Investment Group June 2011 - Present
Credit Suisse July 2007 - June 2011
Northern Trust October 2006 - July 2007
Skills
Fixed Income, Equities, Investments, Asset Managment, Series 7, Portfolio Management, Asset Allocation, Securities
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Kovitz Investment Group June 2011 - Present
Credit Suisse July 2007 - June 2011
Northern Trust October 2006 - July 2007
Skills
Fixed Income, Equities, Investments, Asset Managment, Series 7, Portfolio Management, Asset Allocation, Securities
Education
Fordham University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Pouya Lavian Pouya Lavian's Credit Suisse Experience 2015 - Present
Job Senior Private Banker at Credit Suisse
Industry Banking
Experience
Credit Suisse 2015 - Present
New York City Bar Association 2012 - Present
Iranian American Bar Association July 2013 - Present
J.P. Morgan Private Bank 2011 - 2015
Pouya Lavian 2009 - 2011
Mayer Brown LLP 2005 - 2009
Carter Ledyard & Milburn LLP 2000 - 2005
New York County Surrogate's Court 1998 - 1998
The Cognitive Neuroscience Laboratory at The George Washington University 1995 - 1997
Skills
Securities, Capital Markets, Mergers & Acquisitions, Private Equity, Structured Finance, Corporate Law, Alternative Investments, Due Diligence, International Relations, Securitization, Investment Management, Frontier Markets, Developing Markets, Financial Structuring, Corporate Governance, Fixed Income, Hedge Funds, Equities, Economic Sanctions, Asset Management, Investments, Strategic Planning, Estate Planning, Derivatives, Securities Regulation, Wealth Management, Risk Management, Private Client Services, Mergers, Acquisitions, Project Management, Financial Regulation, Public Relations, Media Relations, Government, Tax Law, Estate Administration, Art Law, Structured Products
Education
Fordham University School of Law 1997 — 2000
JD
The George Washington University 1993 — 1997
Cognitive Neuroscience/Political Science
Credit Suisse 2015 - Present
New York City Bar Association 2012 - Present
Iranian American Bar Association July 2013 - Present
J.P. Morgan Private Bank 2011 - 2015
Pouya Lavian 2009 - 2011
Mayer Brown LLP 2005 - 2009
Carter Ledyard & Milburn LLP 2000 - 2005
New York County Surrogate's Court 1998 - 1998
The Cognitive Neuroscience Laboratory at The George Washington University 1995 - 1997
Skills
Securities, Capital Markets, Mergers & Acquisitions, Private Equity, Structured Finance, Corporate Law, Alternative Investments, Due Diligence, International Relations, Securitization, Investment Management, Frontier Markets, Developing Markets, Financial Structuring, Corporate Governance, Fixed Income, Hedge Funds, Equities, Economic Sanctions, Asset Management, Investments, Strategic Planning, Estate Planning, Derivatives, Securities Regulation, Wealth Management, Risk Management, Private Client Services, Mergers, Acquisitions, Project Management, Financial Regulation, Public Relations, Media Relations, Government, Tax Law, Estate Administration, Art Law, Structured Products
Education
Fordham University School of Law 1997 — 2000
JD
The George Washington University 1993 — 1997
Cognitive Neuroscience/Political Science
Michael-P OConnor's Credit Suisse Experience June 2001 - July 2002
Job
Industry Investment Banking
Experience
UBS April 2011 - Present
UBS July 2010 - Present
UBS Investment Bank November 2008 - June 2010
UBS August 2002 - October 2008
UBS February 2004 - September 2004
UBS August 2002 - December 2003
Credit Suisse June 2001 - July 2002
Capco June 1999 - June 2001
UBS Investment Bank 1998 - 1999
UBS 1995 - 1997
Skills
Project Management, Change Management, Risk Management, Program Management, PMO, Vendor Management, Business Analysis, Middle Office, Project Delivery, Investment Banking, Back Office, Stakeholder Management, Business Process..., Fixed Income, Financial Risk
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Business Administration / Public Accounting
UBS April 2011 - Present
UBS July 2010 - Present
UBS Investment Bank November 2008 - June 2010
UBS August 2002 - October 2008
UBS February 2004 - September 2004
UBS August 2002 - December 2003
Credit Suisse June 2001 - July 2002
Capco June 1999 - June 2001
UBS Investment Bank 1998 - 1999
UBS 1995 - 1997
Skills
Project Management, Change Management, Risk Management, Program Management, PMO, Vendor Management, Business Analysis, Middle Office, Project Delivery, Investment Banking, Back Office, Stakeholder Management, Business Process..., Fixed Income, Financial Risk
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Business Administration / Public Accounting
Joseph Siano's Credit Suisse Experience July 2009 - June 2011
Job Analyst at SIR Capital Management
Industry Research
Experience
SIR Capital Management July 2011 - Present
Credit Suisse July 2009 - June 2011
Merrill Lynch November 2005 - February 2009
JPMorgan Asset Management July 2004 - November 2005
JPMorgan Chase July 2000 - May 2004
Education
Fordham University 2000 — 2004
SIR Capital Management July 2011 - Present
Credit Suisse July 2009 - June 2011
Merrill Lynch November 2005 - February 2009
JPMorgan Asset Management July 2004 - November 2005
JPMorgan Chase July 2000 - May 2004
Education
Fordham University 2000 — 2004
Edward Gaudino's Credit Suisse Experience May 2009 - August 2011
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2011 - Present
Credit Suisse May 2009 - August 2011
Citigroup February 2006 - March 2009
Predictive Systems 2000 - 2004
Skills
Contract Negotiation, Outsourcing, Mergers, Risk Management, Vendor Management, Business Process..., Cross-functional Team..., Due Diligence, Executive Management, Financial Services, Management, Mergers, Negotiation, Process Improvement, Program Management, Strategic Sourcing, Team Leadership, Strategy, Business Analysis, Analysis
Education
John Marshall Law School 1975 — 1978
JD, Law
Fordham University 1970 — 1974
BS, Biology
JPMorgan Chase August 2011 - Present
Credit Suisse May 2009 - August 2011
Citigroup February 2006 - March 2009
Predictive Systems 2000 - 2004
Skills
Contract Negotiation, Outsourcing, Mergers, Risk Management, Vendor Management, Business Process..., Cross-functional Team..., Due Diligence, Executive Management, Financial Services, Management, Mergers, Negotiation, Process Improvement, Program Management, Strategic Sourcing, Team Leadership, Strategy, Business Analysis, Analysis
Education
John Marshall Law School 1975 — 1978
JD, Law
Fordham University 1970 — 1974
BS, Biology
Robert C Stein's Credit Suisse Experience November 2010 - December 2012
Job Vice President at Barclays
Industry Banking
Experience
Barclays December 2012 - Present
Credit Suisse November 2010 - December 2012
Deustche Bank January 2004 - November 2010
BNP Paribas 2000 - 2004
Morgan Stanley 1998 - 2000
Federal Reserve Bank of New York 1990 - 1998
Skills
AML, Anti Money Laundering, Asset Management, Banking, Banking Law, Capital Markets, Corporate Finance, Credit, Corporate Governance, Credit Risk, Due Diligence, Derivatives, Enterprise Risk..., FINRA, Equities, Financial Analysis, Finance, Financial Markets, Financial Institutions, Financial Risk, Financial Services, Financial Regulation, Financial Modeling, Fixed Income, Hedge Funds, Investment Advisory, Internal Audit, KYC, Management, Loans, Middle Office, Mergers, Operational Risk, Operational Risk..., Private Equity, Securities, Risk Management, Series 63, Securities Regulation, Structured Finance, Trading, Wealth Management, Structured Products
Education
Fordham University 1986 — 1990
BA, Economics
Marist
Marist
Marist School
Barclays December 2012 - Present
Credit Suisse November 2010 - December 2012
Deustche Bank January 2004 - November 2010
BNP Paribas 2000 - 2004
Morgan Stanley 1998 - 2000
Federal Reserve Bank of New York 1990 - 1998
Skills
AML, Anti Money Laundering, Asset Management, Banking, Banking Law, Capital Markets, Corporate Finance, Credit, Corporate Governance, Credit Risk, Due Diligence, Derivatives, Enterprise Risk..., FINRA, Equities, Financial Analysis, Finance, Financial Markets, Financial Institutions, Financial Risk, Financial Services, Financial Regulation, Financial Modeling, Fixed Income, Hedge Funds, Investment Advisory, Internal Audit, KYC, Management, Loans, Middle Office, Mergers, Operational Risk, Operational Risk..., Private Equity, Securities, Risk Management, Series 63, Securities Regulation, Structured Finance, Trading, Wealth Management, Structured Products
Education
Fordham University 1986 — 1990
BA, Economics
Marist
Marist
Marist School
Nargi, Dawn's Credit Suisse Experience 1993 - 1995
Job CoFounder & Vice President The W Connection / Online Educator / Public Speaker
Industry Financial Services
Experience
The W Connection 2009 - Present
Morgan Stanley 2013 - 2015
Morgan Stanley 2006 - 2012
Seneca Group - Technology Consulting & Development 1995 - 2006
Credit Suisse 1993 - 1995
Skills
Vendor Management, HRIS, Business Analysis, SDLC, Change Management, Project Portfolio..., Requirements Gathering, Enterprise Architecture, IT Strategy, Risk Management, Sybase, Trading Systems, Financial Services, Software Project..., Talent Management, Program Management, Strategy, SaaS, Management, Leadership, CRM, Integration, Reference Data, Performance Management
Education
Fordham University
Mathematics and Computer Science
Pace University - Lubin School of Business
Master of Business Administration (MBA)
The W Connection 2009 - Present
Morgan Stanley 2013 - 2015
Morgan Stanley 2006 - 2012
Seneca Group - Technology Consulting & Development 1995 - 2006
Credit Suisse 1993 - 1995
Skills
Vendor Management, HRIS, Business Analysis, SDLC, Change Management, Project Portfolio..., Requirements Gathering, Enterprise Architecture, IT Strategy, Risk Management, Sybase, Trading Systems, Financial Services, Software Project..., Talent Management, Program Management, Strategy, SaaS, Management, Leadership, CRM, Integration, Reference Data, Performance Management
Education
Fordham University
Mathematics and Computer Science
Pace University - Lubin School of Business
Master of Business Administration (MBA)
Peter Alfano's Credit Suisse Experience 2007 - 2008
Job Senior Consultant at Nasdaq
Industry Investment Banking
Experience
Nasdaq May 2015 - Present
MDSL June 2013 - Present
Citi November 2008 - May 2013
Alfano Consulting, LLC April 2006 - November 2008
Credit Suisse 2007 - 2008
Deutsche Bank 2006 - 2007
SG Cowen 2005 - 2006
Jordan & Jordan 2004 - 2006
Skills
Market Data, Fixed Income, Trading Systems, Electronic Trading, Equities, Vendor Management, Hedge Funds, Investment Banking, Financial Services, Derivatives, Bloomberg, Capital Markets, FX Options, Financial Markets, Options
Education
Fordham University 1994 — 1996
B.A., History
Nasdaq May 2015 - Present
MDSL June 2013 - Present
Citi November 2008 - May 2013
Alfano Consulting, LLC April 2006 - November 2008
Credit Suisse 2007 - 2008
Deutsche Bank 2006 - 2007
SG Cowen 2005 - 2006
Jordan & Jordan 2004 - 2006
Skills
Market Data, Fixed Income, Trading Systems, Electronic Trading, Equities, Vendor Management, Hedge Funds, Investment Banking, Financial Services, Derivatives, Bloomberg, Capital Markets, FX Options, Financial Markets, Options
Education
Fordham University 1994 — 1996
B.A., History
Christine Hancock's Credit Suisse Experience May 1991 - December 1996
Job Health Officer at Mountain Island Charter School
Industry Medical Practice
Experience
Mountain Island Charter School September 2012 - Present
Family Medicine Associates of Alexandria 2004 - 2006
Metropolitan Liver Disease and Gastroenterology Center August 2003 - February 2004
Deutsche Bank December 1996 - August 2000
Credit Suisse May 1991 - December 1996
Skills
Family Medicine, Treatment, Clinical Research, Pediatrics, Medicine, Wellness, Healthcare Management
Education
LIU / Brooklyn Hospital Center 2001 — 2003
Bachelor of Science, Physician Assistant Studies
Fordham University 1987 — 1991
Bachelor of Arts, Economics
Mountain Island Charter School September 2012 - Present
Family Medicine Associates of Alexandria 2004 - 2006
Metropolitan Liver Disease and Gastroenterology Center August 2003 - February 2004
Deutsche Bank December 1996 - August 2000
Credit Suisse May 1991 - December 1996
Skills
Family Medicine, Treatment, Clinical Research, Pediatrics, Medicine, Wellness, Healthcare Management
Education
LIU / Brooklyn Hospital Center 2001 — 2003
Bachelor of Science, Physician Assistant Studies
Fordham University 1987 — 1991
Bachelor of Arts, Economics
Jennifer Pena's Credit Suisse Experience January 2001 - June 2010
Job Real Estate Director at Nomca Associates LLC
Industry Financial Services
Experience
GE Capital Consulting August 2014 - Present
Primerica November 2013 - Present
Nomca Associates LLC May 2012 - Present
UBS Wealth Management July 2010 - September 2012
Credit Suisse January 2001 - June 2010
G.E. Capital September 1999 - December 2000
G.E. Asset Management March 1998 - September 1999
Chase Manhattan Bank December 1997 - February 1998
The Chubb Corporation January 1987 - December 1997
Skills
Trading, Investment Banking, Fixed Income, Securities, Prime Brokerage, Equities, Capital Markets, Hedge Funds, Banking, Derivatives, FX Options, Relationship Management, Treasury Management, Private Equity, Quantitative Analytics, Global Cash Management, Operations Management, New Business Development, Due Diligence, Payment Services, Acquisition Integration, Compliance, Real Estate, Life Insurance
Education
Fordham University 1988 — 1994
Bachelor of Business Administration (BBA)
New York University
Certificate
Murry Bergtraum HS
GE Capital Consulting August 2014 - Present
Primerica November 2013 - Present
Nomca Associates LLC May 2012 - Present
UBS Wealth Management July 2010 - September 2012
Credit Suisse January 2001 - June 2010
G.E. Capital September 1999 - December 2000
G.E. Asset Management March 1998 - September 1999
Chase Manhattan Bank December 1997 - February 1998
The Chubb Corporation January 1987 - December 1997
Skills
Trading, Investment Banking, Fixed Income, Securities, Prime Brokerage, Equities, Capital Markets, Hedge Funds, Banking, Derivatives, FX Options, Relationship Management, Treasury Management, Private Equity, Quantitative Analytics, Global Cash Management, Operations Management, New Business Development, Due Diligence, Payment Services, Acquisition Integration, Compliance, Real Estate, Life Insurance
Education
Fordham University 1988 — 1994
Bachelor of Business Administration (BBA)
New York University
Certificate
Murry Bergtraum HS
Richard Winder's Credit Suisse Experience January 2005 - August 2005
Job Implementation Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
HSBC Securities July 2012 - January 2014
HSBC Securities July 2012 - December 2012
HSBC Securities July 2010 - July 2012
Citigroup August 2005 - July 2010
Credit Suisse January 2005 - August 2005
Citco Fund Services April 2004 - July 2004
JPMorgan Chase February 2003 - April 2004
Bank of New York Mellon November 2000 - August 2002
Chase Manhattan Bank/JPMorgan Chase 1995 - 2000
Skills
Client Relationship..., Client Service, Dodd Frank, Operations Management, Middle Office, Securities Regulation, ISDA, Foriegn Exchange, Fail Reporting, Project Management, Creative Problem Solving, MBA Finance, OMGEO, Fixed Income Products, Equity Products, Emerging Markets, Trade Processing, Client Management, Event Planning, Credit Derivatives, Interest Rate..., Equity Derivatives, DTCC, Markit, FX, Derivative Clearing, Collateral Management, Management, master trust accounting, Matrix Management, ISITC, Management Information, Product Management, Derivserv, Derivatives, Markitserv, CRM, Clearing, Client Services, Dodd-Frank, FX Options, Financial Services, Fixed Income, Investment Banking, Securities
Education
Fordham University 1998 — 2000
MBA, Finance & International Business, 3.98
Grove City College 1985 — 1989
BA, History & Political Science
J.P. Morgan January 2014 - Present
HSBC Securities July 2012 - January 2014
HSBC Securities July 2012 - December 2012
HSBC Securities July 2010 - July 2012
Citigroup August 2005 - July 2010
Credit Suisse January 2005 - August 2005
Citco Fund Services April 2004 - July 2004
JPMorgan Chase February 2003 - April 2004
Bank of New York Mellon November 2000 - August 2002
Chase Manhattan Bank/JPMorgan Chase 1995 - 2000
Skills
Client Relationship..., Client Service, Dodd Frank, Operations Management, Middle Office, Securities Regulation, ISDA, Foriegn Exchange, Fail Reporting, Project Management, Creative Problem Solving, MBA Finance, OMGEO, Fixed Income Products, Equity Products, Emerging Markets, Trade Processing, Client Management, Event Planning, Credit Derivatives, Interest Rate..., Equity Derivatives, DTCC, Markit, FX, Derivative Clearing, Collateral Management, Management, master trust accounting, Matrix Management, ISITC, Management Information, Product Management, Derivserv, Derivatives, Markitserv, CRM, Clearing, Client Services, Dodd-Frank, FX Options, Financial Services, Fixed Income, Investment Banking, Securities
Education
Fordham University 1998 — 2000
MBA, Finance & International Business, 3.98
Grove City College 1985 — 1989
BA, History & Political Science
Brian Rubenstein's Credit Suisse Experience June 2007 - December 2008
Job Senior Director Human Resources at Ally Financial
Industry Financial Services
Experience
Ally Financial Inc. January 2009 - Present
Credit Suisse June 2007 - December 2008
MetLife July 2004 - June 2007
Chubb January 2001 - July 2004
Aerotek January 1999 - December 2000
Skills
Leadership Development, Personnel Management, Management, Talent Management, Deferred Compensation, Performance Management, Executive Coaching, Human Resources, Mergers & Acquisitions, Succession Planning, Hiring, Leadership, Talent Acquisition, Applicant Tracking..., Banking, Recruiting, Organizational Design, Employee Engagement, Risk Management, Onboarding
Education
Fordham University 2004 — 2006
Masters Degree, Organizational Development and Education, Human Resources
University of Hartford 1994 — 1998
lower moreland high school
lower moreland high school
Ally Financial Inc. January 2009 - Present
Credit Suisse June 2007 - December 2008
MetLife July 2004 - June 2007
Chubb January 2001 - July 2004
Aerotek January 1999 - December 2000
Skills
Leadership Development, Personnel Management, Management, Talent Management, Deferred Compensation, Performance Management, Executive Coaching, Human Resources, Mergers & Acquisitions, Succession Planning, Hiring, Leadership, Talent Acquisition, Applicant Tracking..., Banking, Recruiting, Organizational Design, Employee Engagement, Risk Management, Onboarding
Education
Fordham University 2004 — 2006
Masters Degree, Organizational Development and Education, Human Resources
University of Hartford 1994 — 1998
lower moreland high school
lower moreland high school
Sherwin Content's Credit Suisse Experience August 1999 - June 2015
Job Infrastructure Solutions Manager, J.P. Morgan Asset Management
Industry Information Technology and Services
Experience
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse August 1999 - June 2015
Merrill Lynch August 1997 - August 1999
J.P. Morgan February 1997 - August 1997
ING U.S. January 1995 - February 1997
Thomson Reuters July 1994 - January 1995
Skills
Business Analysis, Relationship Management, Mergers, Vendor Management, IT Strategy, Change Management, Team Leadership, SDLC, Strategy, Integration, Disaster Recovery, Strategic Planning, Enterprise Architecture, ITIL, Project Delivery, Team Building, Data Center, IT Management, Operations Management, Requirements Gathering, IT Service Management, Solution Architecture, Project Portfolio..., Service Delivery, Security, Business Process..., Business Intelligence, IT Operations, Incident Management, System Deployment, Project Management, Business Continuity, Cloud Computing, Requirements Analysis, Process Improvement, Information Technology, Active Directory, Infrastructure, Virtualization, Enterprise Software, VMware, IT Outsourcing, High Availability, Windows Server, Visio, Team Management, Data Migration, Software Documentation, Servers, Management
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Computer Science
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse August 1999 - June 2015
Merrill Lynch August 1997 - August 1999
J.P. Morgan February 1997 - August 1997
ING U.S. January 1995 - February 1997
Thomson Reuters July 1994 - January 1995
Skills
Business Analysis, Relationship Management, Mergers, Vendor Management, IT Strategy, Change Management, Team Leadership, SDLC, Strategy, Integration, Disaster Recovery, Strategic Planning, Enterprise Architecture, ITIL, Project Delivery, Team Building, Data Center, IT Management, Operations Management, Requirements Gathering, IT Service Management, Solution Architecture, Project Portfolio..., Service Delivery, Security, Business Process..., Business Intelligence, IT Operations, Incident Management, System Deployment, Project Management, Business Continuity, Cloud Computing, Requirements Analysis, Process Improvement, Information Technology, Active Directory, Infrastructure, Virtualization, Enterprise Software, VMware, IT Outsourcing, High Availability, Windows Server, Visio, Team Management, Data Migration, Software Documentation, Servers, Management
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Computer Science
Jennifer Perillo Schiller's Credit Suisse Experience September 2007 - Present
Job Vice President / Benefits at Credit Suisse
Industry Human Resources
Experience
Credit Suisse September 2007 - Present
Marsh and McLennan Companies, Inc. 2002 - 2006
Merrill Lynch March 2000 - September 2002
PwC August 1999 - March 2000
Ocean's Harbor House January 1995 - August 1999
Skills
Employee Benefits, Benefits Administration, Onboarding, PeopleSoft, Human Resources, Vendor Management, Process Improvement, Mergers & Acquisitions, Personnel Management, Employee Relations, Management
Education
Fordham University 1997 — 1998
MSW, Social Work
Monmouth University 1992 — 1996
BSW, Social Work
Credit Suisse September 2007 - Present
Marsh and McLennan Companies, Inc. 2002 - 2006
Merrill Lynch March 2000 - September 2002
PwC August 1999 - March 2000
Ocean's Harbor House January 1995 - August 1999
Skills
Employee Benefits, Benefits Administration, Onboarding, PeopleSoft, Human Resources, Vendor Management, Process Improvement, Mergers & Acquisitions, Personnel Management, Employee Relations, Management
Education
Fordham University 1997 — 1998
MSW, Social Work
Monmouth University 1992 — 1996
BSW, Social Work
Chris Blloshmi's Credit Suisse Experience November 2007 - March 2010
Job Treasury Risk Management at Citibank
Industry Banking
Experience
Citibank March 2012 - Present
Barclays Capital March 2011 - March 2012
Bank of America 2010 - July 2011
Credit Suisse November 2007 - March 2010
MF Global 2008 - 2008
Helaba Landesbank April 2005 - October 2007
SoundView Technology Group February 1999 - January 2001
Flexi International 1998 - 1999
Skills
Credit Risk, Market Risk, Operational Risk, Derivatives, Basel II, Fixed Income, Capital Markets, Interest Rate..., Investment Banking, Credit Derivatives, Financial Risk, Equities, FX Options, Trading Systems, Middle Office, Dodd Frank, VAR, Treasury Risk, Project Management, Dodd-Frank, Equity Derivatives, Hedge Funds, Options, Structured Finance, Swaps
Education
Fordham University
Citibank March 2012 - Present
Barclays Capital March 2011 - March 2012
Bank of America 2010 - July 2011
Credit Suisse November 2007 - March 2010
MF Global 2008 - 2008
Helaba Landesbank April 2005 - October 2007
SoundView Technology Group February 1999 - January 2001
Flexi International 1998 - 1999
Skills
Credit Risk, Market Risk, Operational Risk, Derivatives, Basel II, Fixed Income, Capital Markets, Interest Rate..., Investment Banking, Credit Derivatives, Financial Risk, Equities, FX Options, Trading Systems, Middle Office, Dodd Frank, VAR, Treasury Risk, Project Management, Dodd-Frank, Equity Derivatives, Hedge Funds, Options, Structured Finance, Swaps
Education
Fordham University
Stephanie Malewski's Credit Suisse Experience October 2007 - October 2010
Job Registered Investment Advisor Representative/Business Manager
Industry Investment Banking
Experience
Merrill Lynch June 2013 - Present
The Stone Church Players May 2008 - Present
The Monmouth Civic Chorus September 2003 - Present
Citizens Climate Lobby 2014 - Present
Sierra Club 2010 - Present
Phoenix Productions, Inc. July 2002 - Present
The Metropolitan Opera November 2011 - May 2012
Credit Suisse October 2007 - October 2010
Bank of america November 2005 - April 2007
JPMorgan Chase October 1992 - October 2005
Skills
SDLC, Program Management, Risk Management, Strategy, PMO, Project Management, Leadership, Analysis, Management, Credit Derivatives, Fixed Income, Equities, Business Analysis, Budgets, Electronic Trading, Business Process..., Budget, Reference Data, Prime Brokerage, Middle Office, Six Sigma, Resource Management, Balanced Scorecard, Personnel Management, Key Performance..., Vendor Management, Investment Banking, Financial Services, Portfolio Management, Project Portfolio..., Trading Systems, Series 7, Singer, Musical Theatre, Opera, Singing, Dance, Costumes
Education
Fordham University 1993 — 1996
Bachelors, Psychology, Cognitive and Experimental
Hartt School of Music 1979 — 1981
Vocal Performance, Voice/Performance
Merrill Lynch June 2013 - Present
The Stone Church Players May 2008 - Present
The Monmouth Civic Chorus September 2003 - Present
Citizens Climate Lobby 2014 - Present
Sierra Club 2010 - Present
Phoenix Productions, Inc. July 2002 - Present
The Metropolitan Opera November 2011 - May 2012
Credit Suisse October 2007 - October 2010
Bank of america November 2005 - April 2007
JPMorgan Chase October 1992 - October 2005
Skills
SDLC, Program Management, Risk Management, Strategy, PMO, Project Management, Leadership, Analysis, Management, Credit Derivatives, Fixed Income, Equities, Business Analysis, Budgets, Electronic Trading, Business Process..., Budget, Reference Data, Prime Brokerage, Middle Office, Six Sigma, Resource Management, Balanced Scorecard, Personnel Management, Key Performance..., Vendor Management, Investment Banking, Financial Services, Portfolio Management, Project Portfolio..., Trading Systems, Series 7, Singer, Musical Theatre, Opera, Singing, Dance, Costumes
Education
Fordham University 1993 — 1996
Bachelors, Psychology, Cognitive and Experimental
Hartt School of Music 1979 — 1981
Vocal Performance, Voice/Performance
Michael Tacorian's Credit Suisse Experience April 2007 - April 2008
Job Managing Director, Real Estate Finance & Securitization at CCRE
Industry Real Estate
Experience
CCRE March 2011 - Present
Square Mile Capital Management LLC June 2008 - March 2011
Credit Suisse April 2007 - April 2008
RBS Greenwich Capital January 2005 - April 2007
Education
Fordham University
Bachelor of Science in Business Administration, Finance & Economics, Summa Cum Laude
CCRE March 2011 - Present
Square Mile Capital Management LLC June 2008 - March 2011
Credit Suisse April 2007 - April 2008
RBS Greenwich Capital January 2005 - April 2007
Education
Fordham University
Bachelor of Science in Business Administration, Finance & Economics, Summa Cum Laude
Patrick Kinney's Credit Suisse Experience January 2001 - June 2007
Job Director Societe Generale Investment Bank
Industry Financial Services
Experience
Societe Generale May 2011 - Present
Morgan Stanley July 2007 - April 2011
Credit Suisse January 2001 - June 2007
GE Capital November 1999 - December 2000
Citigroup July 1994 - November 1999
Skills
Cash Management, FX Options, Funding, Liquidity Management, Foreign Exchange, Money Market, Liquidity, Treasury Management, Middle Office, Payments, Back Office, Team Leadership, Staff Development, Treasury Services, Operations Management, Strategic Leadership, Operational Risk, Operational Oversight, Process Improvement, Intraday Liquidity Mgt, Electronic Payments, OFAC, Anti Money Laundering, FX, Cash, Banking, SWIFT, Oversight, Money Transfers, Change Management, Operational Risk..., Regulatory Compliance
Education
Fordham University
St. John's University
BA, English, Business
Societe Generale May 2011 - Present
Morgan Stanley July 2007 - April 2011
Credit Suisse January 2001 - June 2007
GE Capital November 1999 - December 2000
Citigroup July 1994 - November 1999
Skills
Cash Management, FX Options, Funding, Liquidity Management, Foreign Exchange, Money Market, Liquidity, Treasury Management, Middle Office, Payments, Back Office, Team Leadership, Staff Development, Treasury Services, Operations Management, Strategic Leadership, Operational Risk, Operational Oversight, Process Improvement, Intraday Liquidity Mgt, Electronic Payments, OFAC, Anti Money Laundering, FX, Cash, Banking, SWIFT, Oversight, Money Transfers, Change Management, Operational Risk..., Regulatory Compliance
Education
Fordham University
St. John's University
BA, English, Business
Brian Keaveney's Credit Suisse Experience September 2007 - August 2011
Job Executive Director at Mitsubishi UFJ Securities
Industry Capital Markets
Experience
Mitsubishi UFJ Securities October 2011 - Present
Credit Suisse September 2007 - August 2011
Rothschild 2001 - 2007
Prudential Capital Group 1999 - 2001
Skills
Fixed Income, Investment Banking, Structured Finance, Capital Markets, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Fordham University 1989 — 1993
BA, Economics
Mitsubishi UFJ Securities October 2011 - Present
Credit Suisse September 2007 - August 2011
Rothschild 2001 - 2007
Prudential Capital Group 1999 - 2001
Skills
Fixed Income, Investment Banking, Structured Finance, Capital Markets, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Fordham University 1989 — 1993
BA, Economics
Frank Arlia's Credit Suisse Experience July 2004 - July 2008
Job Owner/ Managing Partner at Arlia Family Partnership
Industry Real Estate
Experience
New Yorker Realty 2008 - Present
Arlia Family Partnership 1987 - Present
Credit Suisse July 2004 - July 2008
Credit Suisse First Boston August 2003 - July 2004
Alliance Capital Management March 2001 - August 2003
JPMorgan Chase October 1997 - March 2001
The Chase Manhattan Bank April 1996 - October 1997
The Chase Manhattan Bank April 1994 - April 1996
Ambassador Management Real Estate November 1992 - November 1994
Skills
Portfolio Management, Banking, Securities, Real Estate, Fixed Income, Bonds, Financial Services, Finance
Education
University of Phoenix 2002 — 2009
MBA, Business Administration
Fordham University 1988 — 1992
BS, Finance/Marketing/Italian
Xavier High School 1984 — 1988
Blue Ribbon, Jesuit Education
New Yorker Realty 2008 - Present
Arlia Family Partnership 1987 - Present
Credit Suisse July 2004 - July 2008
Credit Suisse First Boston August 2003 - July 2004
Alliance Capital Management March 2001 - August 2003
JPMorgan Chase October 1997 - March 2001
The Chase Manhattan Bank April 1996 - October 1997
The Chase Manhattan Bank April 1994 - April 1996
Ambassador Management Real Estate November 1992 - November 1994
Skills
Portfolio Management, Banking, Securities, Real Estate, Fixed Income, Bonds, Financial Services, Finance
Education
University of Phoenix 2002 — 2009
MBA, Business Administration
Fordham University 1988 — 1992
BS, Finance/Marketing/Italian
Xavier High School 1984 — 1988
Blue Ribbon, Jesuit Education
Samiris Hidalgo's Credit Suisse Experience December 1999 - April 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Credit Suisse December 1999 - April 2007
Skills
Space Planning, Project Management, Risk Management, Business Continuity, Project Facilitation, Vendor Management, Space-planning, SDLC, IT Strategy, ITIL, Enterprise Architecture, IT Management, Business Analysis, Outsourcing, Fixed Income, Project Portfolio..., Investment Banking, Financial Services, Equities, Disaster Recovery, Information Technology, Trading Systems, PMO
Education
Fordham University
BS, Computer Information Systems
Credit Suisse December 1999 - April 2007
Skills
Space Planning, Project Management, Risk Management, Business Continuity, Project Facilitation, Vendor Management, Space-planning, SDLC, IT Strategy, ITIL, Enterprise Architecture, IT Management, Business Analysis, Outsourcing, Fixed Income, Project Portfolio..., Investment Banking, Financial Services, Equities, Disaster Recovery, Information Technology, Trading Systems, PMO
Education
Fordham University
BS, Computer Information Systems
Anthony Vernace's Credit Suisse Experience January 2014 - Present
Job Credit Suisse Private Banking
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
J.P. Morgan Private Bank April 2010 - December 2013
Credit Suisse Private Banking USA April 2008 - April 2010
UBS Wealth Management Americas November 2006 - March 2008
Advent Software June 2004 - November 2006
Skills
Performance Measurement, Performance Attribution, Financial Accounting, Fund Accounting, Business Intelligence, Business Analysis, Experienced Business..., Business Requirements, Functional Requirements, Microsoft Excel, VBA, Business Process..., Project Management, Business Objects, Data Modeling, Temenos Wealth Manager, Advent AXYS, BISAM B-One, Advent RepLang, Fixed Income
Education
Fordham University 2000 — 2004
B.S., Finance and Economics
Credit Suisse January 2014 - Present
J.P. Morgan Private Bank April 2010 - December 2013
Credit Suisse Private Banking USA April 2008 - April 2010
UBS Wealth Management Americas November 2006 - March 2008
Advent Software June 2004 - November 2006
Skills
Performance Measurement, Performance Attribution, Financial Accounting, Fund Accounting, Business Intelligence, Business Analysis, Experienced Business..., Business Requirements, Functional Requirements, Microsoft Excel, VBA, Business Process..., Project Management, Business Objects, Data Modeling, Temenos Wealth Manager, Advent AXYS, BISAM B-One, Advent RepLang, Fixed Income
Education
Fordham University 2000 — 2004
B.S., Finance and Economics
Harry Burns's Credit Suisse Experience March 2001 - April 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Aegis Funds March 2010 - August 2014
Longbow Research July 2008 - March 2009
Credit Suisse March 2001 - April 2008
JP Morgan Securities July 1997 - January 2001
Skills
Equity Research, Equities, Institutional Sales, Capital Markets, Institutional Investors, Small Cap, High Yield Bonds, Value Investing, Asset Managment, Mutual Funds, Asset Management, Investment Banking, Derivatives, Trading, Institutional..., Bonds, Hedge Funds, Fixed Income
Education
Fordham University 1992 — 1996
BS, Finance
Merrill Lynch August 2014 - Present
Aegis Funds March 2010 - August 2014
Longbow Research July 2008 - March 2009
Credit Suisse March 2001 - April 2008
JP Morgan Securities July 1997 - January 2001
Skills
Equity Research, Equities, Institutional Sales, Capital Markets, Institutional Investors, Small Cap, High Yield Bonds, Value Investing, Asset Managment, Mutual Funds, Asset Management, Investment Banking, Derivatives, Trading, Institutional..., Bonds, Hedge Funds, Fixed Income
Education
Fordham University 1992 — 1996
BS, Finance
Adlai Carrasco's Credit Suisse Experience 1986 - 1994
Job Technology & Data Center Business Development Executive
Industry Financial Services
Experience
AAG Consulting, LLC July 2011 - Present
Telx December 2010 - August 2011
Fitch Ratings August 2008 - April 2009
SunGard September 2007 - August 2008
NYSE Euronext 1997 - August 2007
Securities Industry Automation Corp (SIAC) 1997 - 2007
Credit Suisse 1986 - 1994
Skills
Direct Sales, Data Center, Trading, Trading Systems, Fixed Income, Equities, Market Data, Product Management, Vendor Management, Strategic Planning, Business Analysis, Compliance, Management, Financial Services, Telecommunications, Cloud Computing, Derivatives, Risk Management, New Business Development, Portfolio Management, Capital Markets, Co-location, Strategy, Disaster Recovery, Start-ups, Business Continuity, Electronic Trading, Finance, Low Latency
Education
Fordham University 1982 — 1986
Bachelor of Arts, Political Science
Fordham Prep 1978 — 1982
AAG Consulting, LLC July 2011 - Present
Telx December 2010 - August 2011
Fitch Ratings August 2008 - April 2009
SunGard September 2007 - August 2008
NYSE Euronext 1997 - August 2007
Securities Industry Automation Corp (SIAC) 1997 - 2007
Credit Suisse 1986 - 1994
Skills
Direct Sales, Data Center, Trading, Trading Systems, Fixed Income, Equities, Market Data, Product Management, Vendor Management, Strategic Planning, Business Analysis, Compliance, Management, Financial Services, Telecommunications, Cloud Computing, Derivatives, Risk Management, New Business Development, Portfolio Management, Capital Markets, Co-location, Strategy, Disaster Recovery, Start-ups, Business Continuity, Electronic Trading, Finance, Low Latency
Education
Fordham University 1982 — 1986
Bachelor of Arts, Political Science
Fordham Prep 1978 — 1982
Colin Addy's Credit Suisse Experience July 2014 - Present
Job Associate Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Clifford Chance US LLP December 2011 - July 2014
Cahill Gordon & Reindel May 2008 - December 2011
Thacher Proffitt & Wood LLP May 2007 - August 2007
Vision Capital Advisors January 2007 - April 2007
Office of New York State Attorney General June 2006 - August 2006
Deutsche Bank February 2005 - August 2005
Skills
Mergers, Acquisitions, Reverse Mergers, Leveraged Finance, Corporate Finance, Corporate Law, Capital Markets, Securities Offerings, Board Governance, Banking Law, Corporate Advisory, Corporate Governance, Corporate Development, Hedge Funds, Alternative Investments, Limited Partnerships, Limited Companies, Business Development, Contract Negotiation, Contract Law, Transactional Law, Corporate Transactional, Reorganisation, Spin-offs, Joint Ventures, Divestitures, Due Diligence, Mergers & Acquisitions, Venture Capital, Private Equity
Education
Fordham University School of Law
J.D.
State University of New York at Albany
B.S.
The Bronx High School of Science
Diploma
Credit Suisse July 2014 - Present
Clifford Chance US LLP December 2011 - July 2014
Cahill Gordon & Reindel May 2008 - December 2011
Thacher Proffitt & Wood LLP May 2007 - August 2007
Vision Capital Advisors January 2007 - April 2007
Office of New York State Attorney General June 2006 - August 2006
Deutsche Bank February 2005 - August 2005
Skills
Mergers, Acquisitions, Reverse Mergers, Leveraged Finance, Corporate Finance, Corporate Law, Capital Markets, Securities Offerings, Board Governance, Banking Law, Corporate Advisory, Corporate Governance, Corporate Development, Hedge Funds, Alternative Investments, Limited Partnerships, Limited Companies, Business Development, Contract Negotiation, Contract Law, Transactional Law, Corporate Transactional, Reorganisation, Spin-offs, Joint Ventures, Divestitures, Due Diligence, Mergers & Acquisitions, Venture Capital, Private Equity
Education
Fordham University School of Law
J.D.
State University of New York at Albany
B.S.
The Bronx High School of Science
Diploma
Jim Balchunas's Credit Suisse Experience December 2009 - October 2012
Job Senior Consultant Application Support at BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas April 2013 - November 2014
Credit Suisse December 2009 - October 2012
Merrill Lynch March 2008 - November 2009
Morgan Stanley 2006 - 2008
Schering-Plough Corporation February 2003 - August 2006
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette April 2000 - November 2000
Skills
Fixed Income, Equities, FX Derivatives, Financial Futures, Derivatives, Electronic Trading, Trading Systems, Credit Risk, Market Risk, Business Analysis, Requirements Gathering, Middle Office, Back Office, Options, Commodity, Financial Services, Prime Brokerage, Swaps, SDLC, Financial Risk, Investment Banking, Finance, Consulting, Foreign Exchange, Capital Markets, Risk Management, SQL, FX Options, Trading, Equity Derivatives, Management, Portfolio Management, Requirements Analysis, Business Objects, Crystal Reports, Equity Swaps, Production Support, Market Data, Analysis, Databases, Project Management
Education
Fordham University
BA, History
Rutgers, The State University of New Jersey-Newark
MBA, Finance
BNP Paribas April 2013 - November 2014
Credit Suisse December 2009 - October 2012
Merrill Lynch March 2008 - November 2009
Morgan Stanley 2006 - 2008
Schering-Plough Corporation February 2003 - August 2006
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette April 2000 - November 2000
Skills
Fixed Income, Equities, FX Derivatives, Financial Futures, Derivatives, Electronic Trading, Trading Systems, Credit Risk, Market Risk, Business Analysis, Requirements Gathering, Middle Office, Back Office, Options, Commodity, Financial Services, Prime Brokerage, Swaps, SDLC, Financial Risk, Investment Banking, Finance, Consulting, Foreign Exchange, Capital Markets, Risk Management, SQL, FX Options, Trading, Equity Derivatives, Management, Portfolio Management, Requirements Analysis, Business Objects, Crystal Reports, Equity Swaps, Production Support, Market Data, Analysis, Databases, Project Management
Education
Fordham University
BA, History
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Paul Incao's Credit Suisse Experience November 2013 - Present
Job IT Infrastructure Estate Optimization Program Manager at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse November 2013 - Present
Credit Suisse March 2012 - November 2013
Barclays Capital September 2008 - March 2012
Lehman Brothers July 1986 - September 2008
Lehman Brothers September 2005 - December 2006
Lehman Brothers July 2003 - August 2005
Lehman Brothers October 2002 - June 2003
Lehman Brothers August 1996 - September 2002
Lehman Brothers 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
ITIL, Business Process, IT Service Management, Process Engineering, Business Process..., Program Management, IT Asset Management, IT Strategy, Team Leadership, Service Management, Trading Systems, Market Data, Fixed Income Technology, Equities Technology, Project Management, Reporting Metrics, Financial Metrics, Service Catalog, Service Improvement, IT Procurement, IT Management, Integration, Business Analysis, SDLC, Data Center, Servers, Security, Risk Management, Software Development, Unix, Change Management, Information Technology, Management, Disaster Recovery, Enterprise Architecture, Strategy, Vendor Management, PMO, Project Delivery, Incident Management, Outsourcing, Service Delivery, IT Operations, Business Continuity, Software Project..., Project Portfolio..., ITIL Certified, Business Process..., Offshoring, IT Outsourcing
Education
Fordham University 1982 — 1986
BS, Computer Science (Minor in Economics)
Fordham University 1982 — 1986
Bachelor of Science (B.S.), Computer Science
Credit Suisse November 2013 - Present
Credit Suisse March 2012 - November 2013
Barclays Capital September 2008 - March 2012
Lehman Brothers July 1986 - September 2008
Lehman Brothers September 2005 - December 2006
Lehman Brothers July 2003 - August 2005
Lehman Brothers October 2002 - June 2003
Lehman Brothers August 1996 - September 2002
Lehman Brothers 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
ITIL, Business Process, IT Service Management, Process Engineering, Business Process..., Program Management, IT Asset Management, IT Strategy, Team Leadership, Service Management, Trading Systems, Market Data, Fixed Income Technology, Equities Technology, Project Management, Reporting Metrics, Financial Metrics, Service Catalog, Service Improvement, IT Procurement, IT Management, Integration, Business Analysis, SDLC, Data Center, Servers, Security, Risk Management, Software Development, Unix, Change Management, Information Technology, Management, Disaster Recovery, Enterprise Architecture, Strategy, Vendor Management, PMO, Project Delivery, Incident Management, Outsourcing, Service Delivery, IT Operations, Business Continuity, Software Project..., Project Portfolio..., ITIL Certified, Business Process..., Offshoring, IT Outsourcing
Education
Fordham University 1982 — 1986
BS, Computer Science (Minor in Economics)
Fordham University 1982 — 1986
Bachelor of Science (B.S.), Computer Science
Erin Ksenak's Credit Suisse Experience June 2008 - August 2008
Job Portfolio Manager at Affinity Investment Advisors
Industry Financial Services
Experience
Affinity Investment Advisors October 2014 - Present
Miller Investment Management May 2014 - October 2014
Echo Point Investment Management June 2010 - January 2014
Morgan Stanley July 2009 - June 2010
MKP Capital October 2008 - May 2009
Credit Suisse June 2008 - August 2008
Credit Suisse January 2008 - May 2008
Credit Suisse June 2007 - August 2007
Skills
Investment Banking, Fixed Income, Equities, Trading, Portfolio Management, FX trading
Education
Fordham University 2005 — 2009
B.S., Finance
Affinity Investment Advisors October 2014 - Present
Miller Investment Management May 2014 - October 2014
Echo Point Investment Management June 2010 - January 2014
Morgan Stanley July 2009 - June 2010
MKP Capital October 2008 - May 2009
Credit Suisse June 2008 - August 2008
Credit Suisse January 2008 - May 2008
Credit Suisse June 2007 - August 2007
Skills
Investment Banking, Fixed Income, Equities, Trading, Portfolio Management, FX trading
Education
Fordham University 2005 — 2009
B.S., Finance
Jessica Flores Leto's Credit Suisse Experience September 2007 - September 2012
Job Entrepreneur
Industry Accounting
Experience
Credit Suisse September 2007 - September 2012
Credit Suisse September 2007 - September 2012
PricewaterhouseCoopers 1998 - 2006
Education
Fordham University 1994 — 1998
BS, Accounting
Credit Suisse September 2007 - September 2012
Credit Suisse September 2007 - September 2012
PricewaterhouseCoopers 1998 - 2006
Education
Fordham University 1994 — 1998
BS, Accounting
Mary Beth Findlay's Credit Suisse Experience June 2008 - Present
Job MDHead of Securities Compliance at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2008 - Present
Bear Stearns April 2004 - Present
Goldman Sachs 1999 - 2004
Education
Fordham University 1987 — 1991
Credit Suisse June 2008 - Present
Bear Stearns April 2004 - Present
Goldman Sachs 1999 - 2004
Education
Fordham University 1987 — 1991
Janet Ozarchuk's Credit Suisse Experience 1994 - 1995
Job Chief Financial Officer at TruFund Financial Services, Inc.
Industry Nonprofit Organization Management
Experience
TruFund Financial Services, Inc. March 2014 - Present
Capital Impact Partners January 2012 - March 2014
Local Initiatives Support Corporation February 2003 - June 2011
BondDesk Group 2000 - 2002
Credit Suisse 1994 - 1995
Merrill Lynch 1986 - 1994
Smith Barney, Harris Upham & Co. Incorporated 1982 - 1986
Skills
Nonprofits, Community Development, Strategic Planning, Financial Analysis, Change Management, Organizational..., Managerial Finance, Planning Budgeting &..., Capital Markets, Asset Management, Credit Analysis, Structured Finance, Fixed Income, Interest Rate..., Underwriting, Finance, Leadership, Financial Modeling, Budgets, Management, Due Diligence, Strategy, Analysis, Bonds
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Fordham University 1974 — 1978
Bachelor's Degree, Economics
TruFund Financial Services, Inc. March 2014 - Present
Capital Impact Partners January 2012 - March 2014
Local Initiatives Support Corporation February 2003 - June 2011
BondDesk Group 2000 - 2002
Credit Suisse 1994 - 1995
Merrill Lynch 1986 - 1994
Smith Barney, Harris Upham & Co. Incorporated 1982 - 1986
Skills
Nonprofits, Community Development, Strategic Planning, Financial Analysis, Change Management, Organizational..., Managerial Finance, Planning Budgeting &..., Capital Markets, Asset Management, Credit Analysis, Structured Finance, Fixed Income, Interest Rate..., Underwriting, Finance, Leadership, Financial Modeling, Budgets, Management, Due Diligence, Strategy, Analysis, Bonds
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Fordham University 1974 — 1978
Bachelor's Degree, Economics
Carolyn Kramer's Credit Suisse Experience December 2000 - Present
Job Director and Counsel at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse December 2000 - Present
Donaldson, Lufkin & Jenrette July 1999 - December 2000
Cahill Gordon & Reindel October 1997 - January 2000
Education
Fordham University School of Law 1994 — 1997
J.D.
University of Pennsylvania 1986 — 1990
Credit Suisse December 2000 - Present
Donaldson, Lufkin & Jenrette July 1999 - December 2000
Cahill Gordon & Reindel October 1997 - January 2000
Education
Fordham University School of Law 1994 — 1997
J.D.
University of Pennsylvania 1986 — 1990
Catherine Lyng's Credit Suisse Experience 2002 - 2004
Job Banking Attorney
Industry Banking
Experience
BNP Paribas Fortis 2004 - 2010
Credit Suisse 2002 - 2004
Deutsche Bank AG 1998 - 2001
Standard Chartered Bank 1996 - 1998
The Sakura Bank, Limited 1990 - 1994
Education
Fordham University
BA, English
New York University - Leonard N. Stern School of Business
MBA, Finance
St. John's University School of Law
JD
BNP Paribas Fortis 2004 - 2010
Credit Suisse 2002 - 2004
Deutsche Bank AG 1998 - 2001
Standard Chartered Bank 1996 - 1998
The Sakura Bank, Limited 1990 - 1994
Education
Fordham University
BA, English
New York University - Leonard N. Stern School of Business
MBA, Finance
St. John's University School of Law
JD
Maria Betances's Credit Suisse Experience May 2014 - March 2015
Job Founder at Iyma
Industry Financial Services
Experience
Moody's Corporation 2015 - Present
Iyma 2014 - Present
Credit Suisse May 2014 - March 2015
Credit Suisse April 2012 - May 2014
Credit Suisse July 2009 - March 2011
Credit Suisse June 2008 - June 2009
Victoria's Secret 2004 - August 2005
Skills
VBA, SharePoint, Java, SQL, Vendor Relations, Microsoft Office, Visio, MS Project
Education
University of Pennsylvania 2011 — 2011
Pre-Med
Fordham University 2005 — 2009
Bachelor's degree, Management of Information & Communication Systems
Moody's Corporation 2015 - Present
Iyma 2014 - Present
Credit Suisse May 2014 - March 2015
Credit Suisse April 2012 - May 2014
Credit Suisse July 2009 - March 2011
Credit Suisse June 2008 - June 2009
Victoria's Secret 2004 - August 2005
Skills
VBA, SharePoint, Java, SQL, Vendor Relations, Microsoft Office, Visio, MS Project
Education
University of Pennsylvania 2011 — 2011
Pre-Med
Fordham University 2005 — 2009
Bachelor's degree, Management of Information & Communication Systems
Andrew Mola's Credit Suisse Experience January 2011 - July 2013
Job Global Cash Management ING Financial
Industry Financial Services
Experience
ING Financial Services December 2013 - Present
Credit Suisse January 2011 - July 2013
Credit Suisse January 2007 - December 2011
Credit Suisse January 2002 - December 2006
Credit Suisse March 1997 - December 2002
MetLife Investment Management Company August 1995 - October 1996
Kidder Peabody January 1991 - June 1995
Kidder Peabody November 1986 - December 1990
Skills
Investments, Bloomberg, Financial Modeling, Contract Negotiation, Banking, Cash Management, Portfolio Management, Securities, Credit Risk, Trading, Analysis, Treasury Management, Credit, Loans, Funding, Corporate Finance, Cash Flow, Account Reconciliation, Operational Risk, FX Options, Valuation, Prime Brokerage, Credit Analysis, Options, Asset Management
Education
Fordham University 1982 — 1986
Bachelor of Science (BS), Marketing
ING Financial Services December 2013 - Present
Credit Suisse January 2011 - July 2013
Credit Suisse January 2007 - December 2011
Credit Suisse January 2002 - December 2006
Credit Suisse March 1997 - December 2002
MetLife Investment Management Company August 1995 - October 1996
Kidder Peabody January 1991 - June 1995
Kidder Peabody November 1986 - December 1990
Skills
Investments, Bloomberg, Financial Modeling, Contract Negotiation, Banking, Cash Management, Portfolio Management, Securities, Credit Risk, Trading, Analysis, Treasury Management, Credit, Loans, Funding, Corporate Finance, Cash Flow, Account Reconciliation, Operational Risk, FX Options, Valuation, Prime Brokerage, Credit Analysis, Options, Asset Management
Education
Fordham University 1982 — 1986
Bachelor of Science (BS), Marketing
Carl Jocelyn's Credit Suisse Experience April 2007 - December 2013
Job Vice President at Grosvenor Capital Management
Industry Accounting
Experience
Grosvenor Capital Management January 2014 - Present
Credit Suisse April 2007 - December 2013
Citigroup June 2005 - April 2007
BDO USA, LLP March 2004 - June 2005
UBS Financial Services July 2002 - March 2004
BDO Seidman, LLP February 2000 - July 2002
Skills
Proficient using..., bilingual Spanish &..., proficient using..., Financial Reporting, Hedge Funds, Private Equity, Financial Analysis, Investments, Account Reconciliation, Auditing, Accounting, Financial Statements, Mutual Funds, General Ledger, Management
Education
Fordham University 1996 — 2000
Accounting, Accounting/Finance
Grosvenor Capital Management January 2014 - Present
Credit Suisse April 2007 - December 2013
Citigroup June 2005 - April 2007
BDO USA, LLP March 2004 - June 2005
UBS Financial Services July 2002 - March 2004
BDO Seidman, LLP February 2000 - July 2002
Skills
Proficient using..., bilingual Spanish &..., proficient using..., Financial Reporting, Hedge Funds, Private Equity, Financial Analysis, Investments, Account Reconciliation, Auditing, Accounting, Financial Statements, Mutual Funds, General Ledger, Management
Education
Fordham University 1996 — 2000
Accounting, Accounting/Finance
Mark Castillo's Credit Suisse Experience October 2012 - March 2014
Job Client Service Officer at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2014 - June 2014
Credit Suisse October 2012 - March 2014
Macquarie Bank August 2009 - April 2012
Citigroup July 2005 - August 2009
Skills
Fixed Income, Equities, Securities, Bloomberg
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics and History
Citi June 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2014 - June 2014
Credit Suisse October 2012 - March 2014
Macquarie Bank August 2009 - April 2012
Citigroup July 2005 - August 2009
Skills
Fixed Income, Equities, Securities, Bloomberg
Education
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Economics and History
Kevin Brush's Credit Suisse Experience January 2010 - Present
Job Commodity Hedge Fund Sales
Industry Oil & Energy
Experience
Credit Suisse January 2010 - Present
Education
Fordham University 2001 — 2005
Credit Suisse January 2010 - Present
Education
Fordham University 2001 — 2005
Phil Dunne's Credit Suisse Experience August 2007 - August 2009
Job MD CFO at Citibank Alternative Investments
Industry Financial Services
Experience
Citi August 2008 - Present
Credit Suisse August 2007 - August 2009
AIG Global Investment Group 1999 - 2007
Merrill Lynch 1998 - 1999
Matthew Bender 1993 - 1997
Deloitte & Touche 1985 - 1989
Bloomingdale's 1983 - 1984
Skills
Private Equity, Investments, Valuation, Finance, Management, Asset Management, Hedge Funds, Strategic Financial..., Analysis, Alternative Investments, Financial Risk, Equities, Accounting, Asset Managment, Financial Planning, Financial Modeling, Capital Markets, Fixed Income, Financial Services, Quantitative Analytics, Prime Brokerage, Emerging Markets, Business Planning, Mutual Funds, Financial Analysis, Risk Management, Due Diligence, Portfolio Management, Mergers & Acquisitions, Investment Banking, Banking
Education
Brooklyn Law School 1992 — 1996
Doctor of Law (J.D.), Law
Fordham University 1981 — 1985
BS, Business
Seaford 1978 — 1981
St. Agnes
Citi August 2008 - Present
Credit Suisse August 2007 - August 2009
AIG Global Investment Group 1999 - 2007
Merrill Lynch 1998 - 1999
Matthew Bender 1993 - 1997
Deloitte & Touche 1985 - 1989
Bloomingdale's 1983 - 1984
Skills
Private Equity, Investments, Valuation, Finance, Management, Asset Management, Hedge Funds, Strategic Financial..., Analysis, Alternative Investments, Financial Risk, Equities, Accounting, Asset Managment, Financial Planning, Financial Modeling, Capital Markets, Fixed Income, Financial Services, Quantitative Analytics, Prime Brokerage, Emerging Markets, Business Planning, Mutual Funds, Financial Analysis, Risk Management, Due Diligence, Portfolio Management, Mergers & Acquisitions, Investment Banking, Banking
Education
Brooklyn Law School 1992 — 1996
Doctor of Law (J.D.), Law
Fordham University 1981 — 1985
BS, Business
Seaford 1978 — 1981
St. Agnes
Felix Nunez's Credit Suisse Experience October 2000 - October 2001
Job Mortgage Loan Officer at Bank of America NMLS# 368686
Industry Banking
Experience
Bank of America July 2015 - Present
SunTrust February 2015 - July 2015
JPMorgan Chase & Co. October 2011 - February 2015
Neighborhood Assistance Corporation of America June 2008 - October 2011
Northwest Bronx Community and Clergy Coalition August 2006 - April 2008
Chloe Foods Corporation January 2005 - August 2006
Almontel Corporation January 2005 - December 2005
Federal Home Loan Bank of Boston June 2004 - December 2004
Housing Works July 2002 - November 2003
Credit Suisse October 2000 - October 2001
Skills
Mortgage Lending, Management, Leadership, Banking, Credit, Sales, Human Resources, FHA, Customer Service, Microsoft Office, Finance, Loan Origination, Strategic Planning, Team Building, Loans, Real Estate, Mortgage Banking, Credit Analysis, Marketing, Budgets, Payroll, Social Networking, PowerPoint, Financial Analysis, Public Speaking, Nonprofits, Refinance, Residential Mortgages, Real Estate Transactions, Process Improvement, Event Planning, Marketing Strategy, Social Media Marketing, Microsoft Excel, Residential Homes, VA Loans, Social Media, Negotiation, Leadership Development
Education
Fordham University 1992 — 1997
History/Political Science
Bank of America July 2015 - Present
SunTrust February 2015 - July 2015
JPMorgan Chase & Co. October 2011 - February 2015
Neighborhood Assistance Corporation of America June 2008 - October 2011
Northwest Bronx Community and Clergy Coalition August 2006 - April 2008
Chloe Foods Corporation January 2005 - August 2006
Almontel Corporation January 2005 - December 2005
Federal Home Loan Bank of Boston June 2004 - December 2004
Housing Works July 2002 - November 2003
Credit Suisse October 2000 - October 2001
Skills
Mortgage Lending, Management, Leadership, Banking, Credit, Sales, Human Resources, FHA, Customer Service, Microsoft Office, Finance, Loan Origination, Strategic Planning, Team Building, Loans, Real Estate, Mortgage Banking, Credit Analysis, Marketing, Budgets, Payroll, Social Networking, PowerPoint, Financial Analysis, Public Speaking, Nonprofits, Refinance, Residential Mortgages, Real Estate Transactions, Process Improvement, Event Planning, Marketing Strategy, Social Media Marketing, Microsoft Excel, Residential Homes, VA Loans, Social Media, Negotiation, Leadership Development
Education
Fordham University 1992 — 1997
History/Political Science
Charles Kromholz, CFA's Credit Suisse Experience December 2011 - Present
Job Fixed Income CFO Group at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2011 - Present
Credit Suisse July 2008 - December 2011
UBS June 2007 - August 2007
Skills
Fixed Income, Finance, Financial Modeling, Financial Analysis
Education
Fordham University 2004 — 2008
B.S, Finance / Information Systems / Economics
Credit Suisse December 2011 - Present
Credit Suisse July 2008 - December 2011
UBS June 2007 - August 2007
Skills
Fixed Income, Finance, Financial Modeling, Financial Analysis
Education
Fordham University 2004 — 2008
B.S, Finance / Information Systems / Economics
Stan Wiklinski's Credit Suisse Experience November 2000 - February 2009
Job Owner, President at Stansion Enterprises, Inc.
Industry Internet
Experience
Bloomberg July 2010 - Present
Stansion Enterprises, Inc. January 2010 - Present
W & W Exports March 2008 - Present
Credit Suisse November 2000 - February 2009
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Donaldson, Lufkin & Jenrette February 1998 - July 1999
Vision Computer Systems November 1997 - February 1998
Business and Trade Network, Inc November 1996 - November 1997
New Jersey Division of the Ratepayer Advocate January 1995 - November 1996
Skills
Equities, Fixed Income, ITIL, Infrastructure, Integration, Management, Program Management, Project Management, SDLC, System Administration, TCP/IP, Trading Systems, Vendor Management
Education
Northeastern University 1986 — 1991
BS Electrical Engineering, Physics Minor
Don Bosco
Fordham University
Bloomberg July 2010 - Present
Stansion Enterprises, Inc. January 2010 - Present
W & W Exports March 2008 - Present
Credit Suisse November 2000 - February 2009
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Donaldson, Lufkin & Jenrette February 1998 - July 1999
Vision Computer Systems November 1997 - February 1998
Business and Trade Network, Inc November 1996 - November 1997
New Jersey Division of the Ratepayer Advocate January 1995 - November 1996
Skills
Equities, Fixed Income, ITIL, Infrastructure, Integration, Management, Program Management, Project Management, SDLC, System Administration, TCP/IP, Trading Systems, Vendor Management
Education
Northeastern University 1986 — 1991
BS Electrical Engineering, Physics Minor
Don Bosco
Fordham University
Scott Coya's Credit Suisse Experience December 2003 - July 2010
Job Municipal and Political Law Compliance
Industry Financial Services
Experience
Barclays Capital October 2014 - Present
Barclays Capital October 2013 - Present
Barclays Capital July 2010 - Present
Credit Suisse December 2003 - July 2010
New York Stock Exchange June 2002 - December 2003
UBS 1999 - 2001
Carson Group 1995 - 1998
Skills
SEC, Private Banking, Capital Markets, Derivatives, Equities, Securities, Series 7, Fixed Income, Series 63, Banking, Risk Management
Education
Fordham University 1992 — 1996
BS, Finance
Bergen Catholic 1988 — 1992
Barclays Capital October 2014 - Present
Barclays Capital October 2013 - Present
Barclays Capital July 2010 - Present
Credit Suisse December 2003 - July 2010
New York Stock Exchange June 2002 - December 2003
UBS 1999 - 2001
Carson Group 1995 - 1998
Skills
SEC, Private Banking, Capital Markets, Derivatives, Equities, Securities, Series 7, Fixed Income, Series 63, Banking, Risk Management
Education
Fordham University 1992 — 1996
BS, Finance
Bergen Catholic 1988 — 1992
Michael Wingertzahn's Credit Suisse Experience April 2007 - Present
Job Managing Director, Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2007 - Present
Goldman Sachs 1995 - 2007
Ernst & Young September 1990 - 1995
Education
New York University
Master of Business Administration (MBA), Finance, General
Fordham University 1986 — 1990
Bachelor of Science (BS), Accounting
Credit Suisse April 2007 - Present
Goldman Sachs 1995 - 2007
Ernst & Young September 1990 - 1995
Education
New York University
Master of Business Administration (MBA), Finance, General
Fordham University 1986 — 1990
Bachelor of Science (BS), Accounting
Jayeeta De's Credit Suisse Experience 2007 - Present
Job AVP, Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2007 - Present
Skills
Investment Banking, Commodity Markets, Valuation, P&L Analysis, Business Analysis, Financial Data..., Financial Services, Equities
Education
Fordham University 2006 — 2007
Master's degree, Economics, 4.00
Credit Suisse 2007 - Present
Skills
Investment Banking, Commodity Markets, Valuation, P&L Analysis, Business Analysis, Financial Data..., Financial Services, Equities
Education
Fordham University 2006 — 2007
Master's degree, Economics, 4.00
Philip Heimlich, CPA's Credit Suisse Experience May 2000 - June 2012
Job Senior Financial and Accounting Professional | Real Estate | Corporate Finance | Planning and Analysis | Controllership
Industry Financial Services
Experience
Block Buildings, LLC October 2012 - Present
Credit Suisse May 2000 - June 2012
Deutsche Bank May 1993 - May 2001
Ernst & Young, Kenneth Leventhal & Company 1988 - 1992
Skills
Corporate Finance, Due Diligence, Financial Reporting, Investment Banking, Financial Audits, Middle Office, Real Estate, Financial Analysis, Financial Modeling, Financial Accounting, Finance, Corporate Real Estate, Real Estate Transactions, Analysis, Business Analysis, Financial Controlling, Business Planning, Business Process, Business Continuity..., Accounts Payable, Office Management, Senior Finance, Auditing, Risk Management
Education
Fordham University 1996 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Hofstra University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Block Buildings, LLC October 2012 - Present
Credit Suisse May 2000 - June 2012
Deutsche Bank May 1993 - May 2001
Ernst & Young, Kenneth Leventhal & Company 1988 - 1992
Skills
Corporate Finance, Due Diligence, Financial Reporting, Investment Banking, Financial Audits, Middle Office, Real Estate, Financial Analysis, Financial Modeling, Financial Accounting, Finance, Corporate Real Estate, Real Estate Transactions, Analysis, Business Analysis, Financial Controlling, Business Planning, Business Process, Business Continuity..., Accounts Payable, Office Management, Senior Finance, Auditing, Risk Management
Education
Fordham University 1996 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Hofstra University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kathy Gleason Donovan's Credit Suisse Experience March 2011 - November 2011
Job Managing Director at UBS
Industry Real Estate
Experience
UBS March 2012 - Present
Credit Suisse March 2011 - November 2011
The Situs Companies - New York June 2009 - March 2011
Banc of America Securities 2006 - 2009
Silverstein Properties 2004 - 2006
GMAC Commercial Mortgage 1996 - 2004
Chase Manhattan Corporation June 1993 - June 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Fordham University 1989 — 1993
BS, Finance
UBS March 2012 - Present
Credit Suisse March 2011 - November 2011
The Situs Companies - New York June 2009 - March 2011
Banc of America Securities 2006 - 2009
Silverstein Properties 2004 - 2006
GMAC Commercial Mortgage 1996 - 2004
Chase Manhattan Corporation June 1993 - June 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Fordham University 1989 — 1993
BS, Finance
Peter Cahill's Credit Suisse Experience March 2000 - June 2005
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Lazard Capital Markets October 2009 - 2012
Deutsche Bank May 2005 - February 2009
Credit Suisse March 2000 - June 2005
JP Morgan 1994 - 1998
Lehman Brothers 1993 - 1994
Skills
Equities, Investment Banking, Trading, Hedge Funds, Equity Capital Markets, Private Equity, Series 7
Education
Fordham University
BA
Lazard Capital Markets October 2009 - 2012
Deutsche Bank May 2005 - February 2009
Credit Suisse March 2000 - June 2005
JP Morgan 1994 - 1998
Lehman Brothers 1993 - 1994
Skills
Equities, Investment Banking, Trading, Hedge Funds, Equity Capital Markets, Private Equity, Series 7
Education
Fordham University
BA
John Falco's Credit Suisse Experience January 2007 - January 2008
Job Client Support Analyst at Fidessa
Industry Financial Services
Experience
Fidessa January 2015 - Present
Credit Suisse Group A.G January 2008 - Present
Credit Suisse January 2007 - January 2008
E&J Securities Corporation July 2005 - December 2006
Skills
Hedge Funds, Equities, Trading, Middle Office, Fixed Income, Securities, Derivatives, Bonds, Financial Markets, Investment Banking, Series 7, Electronic Trading, Trading Systems
Education
Fordham University
of Business AdministrationBachelor of Science, Business Administration; Finance
Fidessa January 2015 - Present
Credit Suisse Group A.G January 2008 - Present
Credit Suisse January 2007 - January 2008
E&J Securities Corporation July 2005 - December 2006
Skills
Hedge Funds, Equities, Trading, Middle Office, Fixed Income, Securities, Derivatives, Bonds, Financial Markets, Investment Banking, Series 7, Electronic Trading, Trading Systems
Education
Fordham University
of Business AdministrationBachelor of Science, Business Administration; Finance
Paola Novillo's Credit Suisse Experience March 2010 - Present
Job Client OnBoarding at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2010 - Present
State Street Bank May 2007 - April 2009
State Street Bank February 2005 - May 2007
State Street Bank August 2003 - February 2005
Deutsche Bank February 2000 - August 2003
Education
Fordham University 1992 — 1996
BS, Finance
NYU-in-Paris 1994 — 1995
French, Art, Literature
Credit Suisse March 2010 - Present
State Street Bank May 2007 - April 2009
State Street Bank February 2005 - May 2007
State Street Bank August 2003 - February 2005
Deutsche Bank February 2000 - August 2003
Education
Fordham University 1992 — 1996
BS, Finance
NYU-in-Paris 1994 — 1995
French, Art, Literature
Billy Omeltchenko's Credit Suisse Experience 2000 - 2003
Job CoHead Of Trading
Industry Financial Services
Experience
Burke & Quick Partners LLC January 2009 - Present
SAC Capital Advisors, LP 2003 - December 2008
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1982 - 2000
Education
Princeton University 1974 — 1978
Fordham University
MBA Finance
Burke & Quick Partners LLC January 2009 - Present
SAC Capital Advisors, LP 2003 - December 2008
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1982 - 2000
Education
Princeton University 1974 — 1978
Fordham University
MBA Finance
Antonio LaMota's Credit Suisse Experience September 2005 - October 2006
Job Deutsche Bank Employee
Industry Financial Services
Experience
Deutsche Bank October 2006 - Present
Credit Suisse September 2005 - October 2006
Education
Fordham University 2001 — 2005
BS, Finance and Economics
Deutsche Bank October 2006 - Present
Credit Suisse September 2005 - October 2006
Education
Fordham University 2001 — 2005
BS, Finance and Economics
Lindsay Goldstein's Credit Suisse Experience August 2011 - Present
Job InHouse Counsel at Credit Suisse
Industry Law Practice
Experience
Credit Suisse August 2011 - Present
Cravath, Swaine & Moore LLP October 2009 - August 2011
Federal Judiciary September 2008 - September 2009
Cravath, Swaine & Moore LLP 2006 - 2008
Education
Fordham University School of Law 2003 — 2006
J.D.
University of Pennsylvania 1997 — 2000
B.A.
Tufts University 1996 — 1997
Credit Suisse August 2011 - Present
Cravath, Swaine & Moore LLP October 2009 - August 2011
Federal Judiciary September 2008 - September 2009
Cravath, Swaine & Moore LLP 2006 - 2008
Education
Fordham University School of Law 2003 — 2006
J.D.
University of Pennsylvania 1997 — 2000
B.A.
Tufts University 1996 — 1997
Kyle Vaughn's Credit Suisse Experience 2010 - 2010
Job Vice President, Wealth Management Hedge Fund Product Manager at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank June 2015 - Present
Deutsche Bank November 2013 - June 2015
Kirkland & Ellis LLP 2013 - 2013
Davis Polk & Wardwell 2007 - 2012
Credit Suisse 2010 - 2010
Pfizer May 2005 - September 2005
Skills
Corporate Law, Securities Regulation, Private Equity, Hedge Funds, Venture Capital, Investment Management, Real Estate, Corporate Governance, Cross-border..., Intellectual Property, Legal Research, Joint Ventures, International Law, Management Consulting, Investment Properties, Legal Writing, Entrepreneurship, Entrepreneur, Marketing Communications, Start-up Consulting, Real Estate Investment, Compliance, Investments, Portfolio Management, Mutual Funds
Education
Fordham University School of Law 2004 — 2007
J.D., Law
University of Rochester 2000 — 2004
B.A., Political Science
Deutsche Bank June 2015 - Present
Deutsche Bank November 2013 - June 2015
Kirkland & Ellis LLP 2013 - 2013
Davis Polk & Wardwell 2007 - 2012
Credit Suisse 2010 - 2010
Pfizer May 2005 - September 2005
Skills
Corporate Law, Securities Regulation, Private Equity, Hedge Funds, Venture Capital, Investment Management, Real Estate, Corporate Governance, Cross-border..., Intellectual Property, Legal Research, Joint Ventures, International Law, Management Consulting, Investment Properties, Legal Writing, Entrepreneurship, Entrepreneur, Marketing Communications, Start-up Consulting, Real Estate Investment, Compliance, Investments, Portfolio Management, Mutual Funds
Education
Fordham University School of Law 2004 — 2007
J.D., Law
University of Rochester 2000 — 2004
B.A., Political Science
Emily Solari's Credit Suisse Experience April 2010 - June 2011
Job
Industry Information Technology and Services
Experience
Credit Suisse April 2010 - June 2011
Fuse TV August 2008 - January 2009
Goldstein Communications October 2007 - May 2008
Skills
Quality Assurance, Microsoft Office, Event Management, Equities, Event Planning, Advertising, Integrated Marketing, Management, Business Development, Databases, Public Relations, Program Management, Digital Marketing, Digital Media, Marketing Communications, Social Networking, Time Management, Team Leadership, CRM, Marketing Strategy, Project Management, Banking, Marketing, Visio, SDLC, SQL, Sales, Analysis, Requirements Analysis, Project Planning, Requirements Gathering, Financial Services, Microsoft Excel, Portfolio Management, Human Resources, Investment Banking, Business Analysis, PeopleSoft, Social Media Marketing, Customer Service, Microsoft Word, Email Marketing, Data Analysis, Outlook, Blogging, Research, Vendor Management, PowerPoint, SharePoint, Social Media
Education
Fordham University 2005 — 2009
Bachelor of Science, Psychology
Credit Suisse April 2010 - June 2011
Fuse TV August 2008 - January 2009
Goldstein Communications October 2007 - May 2008
Skills
Quality Assurance, Microsoft Office, Event Management, Equities, Event Planning, Advertising, Integrated Marketing, Management, Business Development, Databases, Public Relations, Program Management, Digital Marketing, Digital Media, Marketing Communications, Social Networking, Time Management, Team Leadership, CRM, Marketing Strategy, Project Management, Banking, Marketing, Visio, SDLC, SQL, Sales, Analysis, Requirements Analysis, Project Planning, Requirements Gathering, Financial Services, Microsoft Excel, Portfolio Management, Human Resources, Investment Banking, Business Analysis, PeopleSoft, Social Media Marketing, Customer Service, Microsoft Word, Email Marketing, Data Analysis, Outlook, Blogging, Research, Vendor Management, PowerPoint, SharePoint, Social Media
Education
Fordham University 2005 — 2009
Bachelor of Science, Psychology
Jon Jaffe's Credit Suisse Experience January 2000 - September 2005
Job Investment Advisor at JP Morgan
Industry Financial Services
Experience
J.P. Morgan October 2005 - Present
Credit Suisse January 2000 - September 2005
Education
Fordham University School of Law 1988 — 1992
JD
J.P. Morgan October 2005 - Present
Credit Suisse January 2000 - September 2005
Education
Fordham University School of Law 1988 — 1992
JD
Bryan Spiers's Credit Suisse Experience July 2013 - November 2014
Job Associate at BlackRock
Industry Banking
Experience
BlackRock November 2014 - Present
Credit Suisse July 2013 - November 2014
Credit Suisse July 2011 - July 2013
Credit Suisse July 2010 - July 2011
Skills
Project Management, Microsoft Excel, Data Analysis, PowerPoint, Analysis, Microsoft Word, Outlook, Financial Risk, Risk Management, Microsoft Office, Internal Controls, Business Analysis, Fixed Income, Financial Analysis, Financial Reporting, Equities, Time Management, Investment Banking, Bloomberg, Financial Modeling, Social Media Marketing, Valuation
Education
Fordham University 2006 — 2010
BS, Finance Major, Economics Minor
BlackRock November 2014 - Present
Credit Suisse July 2013 - November 2014
Credit Suisse July 2011 - July 2013
Credit Suisse July 2010 - July 2011
Skills
Project Management, Microsoft Excel, Data Analysis, PowerPoint, Analysis, Microsoft Word, Outlook, Financial Risk, Risk Management, Microsoft Office, Internal Controls, Business Analysis, Fixed Income, Financial Analysis, Financial Reporting, Equities, Time Management, Investment Banking, Bloomberg, Financial Modeling, Social Media Marketing, Valuation
Education
Fordham University 2006 — 2010
BS, Finance Major, Economics Minor
Vincent Browne's Credit Suisse Experience 2000 - 2009
Job RETIRED!
Industry Financial Services
Experience
Retired October 2012 - Present
Deutsche Bank 2011 - July 2012
Credit Suisse 2000 - 2009
Nikko Securities America June 1998 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - May 1998
Paine Webber May 1988 - May 1993
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equities, Prime Brokerage, FX Options, Hedge Funds, Back Office, Securities, Structured Products, Middle Office, Collateral Management, Dodd-Frank, Valuation, Swaps, Financial Services, Credit
Education
New York University - Leonard N. Stern School of Business 1976 — 1982
MBA, Finance
Fordham University 1970 — 1974
BS, Psychology
Retired October 2012 - Present
Deutsche Bank 2011 - July 2012
Credit Suisse 2000 - 2009
Nikko Securities America June 1998 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - May 1998
Paine Webber May 1988 - May 1993
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equities, Prime Brokerage, FX Options, Hedge Funds, Back Office, Securities, Structured Products, Middle Office, Collateral Management, Dodd-Frank, Valuation, Swaps, Financial Services, Credit
Education
New York University - Leonard N. Stern School of Business 1976 — 1982
MBA, Finance
Fordham University 1970 — 1974
BS, Psychology
Krista Santoro's Credit Suisse Experience February 2005 - May 2010
Job Compliance Officer Fixed Income
Industry Banking
Experience
JPMorgan Chase July 2014 - Present
Citi September 2011 - June 2014
Societe Generale 2010 - September 2011
Credit Suisse February 2005 - May 2010
Cahill Gordon & Reindel 1999 - 2005
Education
Fordham University School of Law 2001 — 2004
JD, Law
The University of Chicago 1995 — 1999
Bachelor of Arts, Economics, Law, Letters and Society
JPMorgan Chase July 2014 - Present
Citi September 2011 - June 2014
Societe Generale 2010 - September 2011
Credit Suisse February 2005 - May 2010
Cahill Gordon & Reindel 1999 - 2005
Education
Fordham University School of Law 2001 — 2004
JD, Law
The University of Chicago 1995 — 1999
Bachelor of Arts, Economics, Law, Letters and Society
josh lukeman's Credit Suisse Experience July 2004 - Present
Job Trader at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2004 - Present
Skills
Derivatives, ETFs, Equities, Equity Derivatives, Hedge Funds, Trading, Investment Banking, Trading Systems
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
New York University
Bachelor's degree
Credit Suisse July 2004 - Present
Skills
Derivatives, ETFs, Equities, Equity Derivatives, Hedge Funds, Trading, Investment Banking, Trading Systems
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
New York University
Bachelor's degree
Suzanne M. (Suzanne Meehan) Emrich's Credit Suisse Experience April 2003 - 2009
Job Real Estate Agent Towne Realty Group, LLC
Industry Financial Services
Experience
Towne Realty Group, LLC October 2014 - Present
Credit Suisse April 2003 - 2009
Morgan Stanley October 2000 - November 2001
Bear Stearns June 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, High Yield, Banking, Accounting, Financial Analysis, Credit Derivatives, Risk Management, Investments, Sales, First Time Home Buyers, Real Estate Transactions, Finance, Asset Management, Real Estate, Investment Properties, Financial Services, Residential Homes, Negotiation, Management, Marketing
Education
Fordham University 1992 — 1996
Bachelor of Science (BS), Finance and Marketing
Towne Realty Group, LLC October 2014 - Present
Credit Suisse April 2003 - 2009
Morgan Stanley October 2000 - November 2001
Bear Stearns June 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, High Yield, Banking, Accounting, Financial Analysis, Credit Derivatives, Risk Management, Investments, Sales, First Time Home Buyers, Real Estate Transactions, Finance, Asset Management, Real Estate, Investment Properties, Financial Services, Residential Homes, Negotiation, Management, Marketing
Education
Fordham University 1992 — 1996
Bachelor of Science (BS), Finance and Marketing
Craig Leonard's Credit Suisse Experience August 2010 - Present
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2010 - Present
Barclays Capital August 2000 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Photoshop, Teaching
Education
Fordham University 1998 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
St John Fisher College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Credit Suisse August 2010 - Present
Barclays Capital August 2000 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, English, Windows, Research, Outlook, Strategic Planning, Photoshop, Teaching
Education
Fordham University 1998 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
St John Fisher College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Gabrielle DiBuono's Credit Suisse Experience November 2012 - November 2013
Job University Relations at Goldman Sachs
Industry Human Resources
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs December 2013 - December 2014
Credit Suisse November 2012 - November 2013
Credit Suisse February 2010 - November 2011
Vince July 2009 - February 2010
Skills
Onboarding, Recruiting, Talent Management, Human Resources, Investment Banking, Research, Talent Acquisition, Financial Analysis, Applicant Tracking..., Financial Modeling, College Recruiting, Leadership, Performance Management, Interviews, Financial Services
Education
Fordham University 2005 — 2008
BA, French, Communications and Media Studies, 3.8
Goldman Sachs January 2015 - Present
Goldman Sachs December 2013 - December 2014
Credit Suisse November 2012 - November 2013
Credit Suisse February 2010 - November 2011
Vince July 2009 - February 2010
Skills
Onboarding, Recruiting, Talent Management, Human Resources, Investment Banking, Research, Talent Acquisition, Financial Analysis, Applicant Tracking..., Financial Modeling, College Recruiting, Leadership, Performance Management, Interviews, Financial Services
Education
Fordham University 2005 — 2008
BA, French, Communications and Media Studies, 3.8
Judy Harnett's Credit Suisse Experience November 2000 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - November 2000
Skills
Financial Accounting, Cost Accounting, Certified Green Belt, Information Technology, Trading, Swaps, Securities Lending, Prime Brokerage, Product Control, Back Office, Securities, Business Analysis, Investments, Private Equity, Treasury Management, Hedge Funds, Financial Analysis, Sarbanes-Oxley Act, Equity Capital Markets, Due Diligence, Fixed Income, Finance, Risk Management, Cash Management, Trading Systems, ABS, Financial Modeling, CMBS, Options, Emerging Markets, MBS, Banking, FX Options, Electronic Trading, Asset Management, Financial Markets, Equities, CDS, Investment Banking, Capital Markets, Equity Derivatives, Alternative Investments, Structured Products, Leveraged Finance, Corporate Finance, Credit Derivatives, Securitization, Interest Rate..., Mergers, Derivatives
Education
Fordham University
MBA, Accounting, Finance
Rutgers University-New Brunswick
BA, Economics, Finance
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - November 2000
Skills
Financial Accounting, Cost Accounting, Certified Green Belt, Information Technology, Trading, Swaps, Securities Lending, Prime Brokerage, Product Control, Back Office, Securities, Business Analysis, Investments, Private Equity, Treasury Management, Hedge Funds, Financial Analysis, Sarbanes-Oxley Act, Equity Capital Markets, Due Diligence, Fixed Income, Finance, Risk Management, Cash Management, Trading Systems, ABS, Financial Modeling, CMBS, Options, Emerging Markets, MBS, Banking, FX Options, Electronic Trading, Asset Management, Financial Markets, Equities, CDS, Investment Banking, Capital Markets, Equity Derivatives, Alternative Investments, Structured Products, Leveraged Finance, Corporate Finance, Credit Derivatives, Securitization, Interest Rate..., Mergers, Derivatives
Education
Fordham University
MBA, Accounting, Finance
Rutgers University-New Brunswick
BA, Economics, Finance
Bailey Williams's Credit Suisse Experience May 2013 - Present
Job AntiMoney Laundering Analyst at Credit Suisse
Industry Legal Services
Experience
Credit Suisse May 2013 - Present
Cahill Gordon & Reindel LLP May 2015 - July 2015
Credit Suisse August 2011 - May 2013
WilmerHale August 2008 - August 2011
Education
Fordham Law School 2012 — 2016
New York University 2005 — 2008
BA, History, Political Science
Credit Suisse May 2013 - Present
Cahill Gordon & Reindel LLP May 2015 - July 2015
Credit Suisse August 2011 - May 2013
WilmerHale August 2008 - August 2011
Education
Fordham Law School 2012 — 2016
New York University 2005 — 2008
BA, History, Political Science
SiHien Goh's Credit Suisse Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
JPMorgan Chase July 2013 - November 2014
Credit Suisse June 2012 - August 2012
Lazard June 2011 - August 2011
Singapore Armed Forces April 2007 - December 2008
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Financial Analysis, Valuation, Corporate Finance, Fixed Income, Investment Banking, Investments, Equities, Hedge Funds, Portfolio Management, Finance, Financial Reporting, Microsoft Excel, Economics, Capital Markets, Mergers & Acquisitions, Equity Research
Education
Fordham University 2009 — 2013
BS, Finance, Magna Cum Laude
JPMorgan Chase July 2013 - November 2014
Credit Suisse June 2012 - August 2012
Lazard June 2011 - August 2011
Singapore Armed Forces April 2007 - December 2008
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Financial Analysis, Valuation, Corporate Finance, Fixed Income, Investment Banking, Investments, Equities, Hedge Funds, Portfolio Management, Finance, Financial Reporting, Microsoft Excel, Economics, Capital Markets, Mergers & Acquisitions, Equity Research
Education
Fordham University 2009 — 2013
BS, Finance, Magna Cum Laude
John Rachek's Credit Suisse Experience July 2014 - Present
Job Director Operational Risk Asset Management at AIG
Industry Banking
Experience
Credit Suisse July 2014 - Present
Credit Suisse January 2006 - Present
AIG November 2012 - July 2014
Credit Suisse May 1999 - December 2005
PricewaterhouseCoopers September 1992 - April 1999
Skills
Fixed Income, Risk Management, Financial Reporting, Finance, Internal Controls, Investments, Internal Audit, Auditing, Capital Markets, Financial Risk, Alternative Investments, Equities, Derivatives, Hedge Funds, Financial Services, Private Equity, Asset Management
Education
NYU - Stern School of Business 2001 — 2004
MBA, Emphasis in Finance and Managing Information Systems
Fordham University 1989 — 1992
B.S., Accounting
Credit Suisse July 2014 - Present
Credit Suisse January 2006 - Present
AIG November 2012 - July 2014
Credit Suisse May 1999 - December 2005
PricewaterhouseCoopers September 1992 - April 1999
Skills
Fixed Income, Risk Management, Financial Reporting, Finance, Internal Controls, Investments, Internal Audit, Auditing, Capital Markets, Financial Risk, Alternative Investments, Equities, Derivatives, Hedge Funds, Financial Services, Private Equity, Asset Management
Education
NYU - Stern School of Business 2001 — 2004
MBA, Emphasis in Finance and Managing Information Systems
Fordham University 1989 — 1992
B.S., Accounting
Marc Chacon's Credit Suisse Experience May 2010 - Present
Job Option Trader at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2010 - Present
Pershing May 1999 - May 2010
Education
Fordham University 2001 — 2004
Master of Business Administration (M.B.A.), Finance, General
Creighton University. 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Credit Suisse May 2010 - Present
Pershing May 1999 - May 2010
Education
Fordham University 2001 — 2004
Master of Business Administration (M.B.A.), Finance, General
Creighton University. 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Betsy Redfern's Credit Suisse Experience July 1999 - May 2007
Job Financial Analyst
Industry Financial Services
Experience
Perception Research Services August 2007 - Present
Credit Suisse July 1999 - May 2007
Credit Suisse January 1991 - June 1999
Credit Suisse July 1984 - December 1990
Skills
Marketing Research, Analytics, Data Analysis, Budgeting, Financial Analysis, Financial Statements, Customer Insight
Education
Fordham University 1993 — 1997
Bachelor of Science, Information Science
Perception Research Services August 2007 - Present
Credit Suisse July 1999 - May 2007
Credit Suisse January 1991 - June 1999
Credit Suisse July 1984 - December 1990
Skills
Marketing Research, Analytics, Data Analysis, Budgeting, Financial Analysis, Financial Statements, Customer Insight
Education
Fordham University 1993 — 1997
Bachelor of Science, Information Science
Kenneth Liao's Credit Suisse Experience January 2015 - Present
Job AVP Outsourcing & Vendor Governance Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2015 - Present
Credit Suisse March 2010 - January 2015
Cadwalader, Wickersham & Taft LLP May 2013 - August 2013
Nomura Securities March 2009 - September 2009
Memorial Sloan-Kettering Cancer Center March 2007 - March 2009
Skills
C#, Java Enterprise Edition, SQL, Unix, Java, Multithreading, Oracle, XML, Incident Management, Project Management, Change Management, Offshoring, System Administration, Product Development, IT Service Delivery, TCO reduction, Vendor Management, Perl, SOA, Unix Shell Scripting, Management, Outsourcing, Business Analysis, Microsoft Office, Requirements Analysis, SDLC, ITIL, Governance, Leadership, Market Data
Education
Fordham University School of Law 2010 — 2014
Doctor of Law (JD), Law
New York University 2003 — 2006
Bachelor of Arts (B.A.), Molecular Biology
Fordham University School of Law
Doctor of Law (JD), Law
Watchung Hills Regional High School
Credit Suisse January 2015 - Present
Credit Suisse March 2010 - January 2015
Cadwalader, Wickersham & Taft LLP May 2013 - August 2013
Nomura Securities March 2009 - September 2009
Memorial Sloan-Kettering Cancer Center March 2007 - March 2009
Skills
C#, Java Enterprise Edition, SQL, Unix, Java, Multithreading, Oracle, XML, Incident Management, Project Management, Change Management, Offshoring, System Administration, Product Development, IT Service Delivery, TCO reduction, Vendor Management, Perl, SOA, Unix Shell Scripting, Management, Outsourcing, Business Analysis, Microsoft Office, Requirements Analysis, SDLC, ITIL, Governance, Leadership, Market Data
Education
Fordham University School of Law 2010 — 2014
Doctor of Law (JD), Law
New York University 2003 — 2006
Bachelor of Arts (B.A.), Molecular Biology
Fordham University School of Law
Doctor of Law (JD), Law
Watchung Hills Regional High School
Nitin Khakee's Credit Suisse Experience November 2008 - August 2013
Job Executive Director at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley September 2013 - Present
Credit Suisse November 2008 - August 2013
Morgan Stanley April 2008 - November 2008
Greenberg Traurig, LLP October 2000 - April 2008
LeBoeuf, Lamb, Greene & MacRae, LLP October 1997 - October 2000
Skills
Private Equity, Venture Capital, Mergers, Corporate Governance, Alternative Investments, Corporate Law, Securities, Capital Markets, Joint Ventures, Asset Managment, Securities Offerings, Legal Compliance, Real Estate, Investments, Real Estate Transactions, Infrastructure, Compliance, IPO, Mezzanine, Financial Regulation, Asset Management, Hedge Funds, Private Placements, Structured Finance, Cross-border..., Mergers & Acquisitions, Due Diligence, Securitization, Emerging Markets
Education
Fordham University School of Law 1994 — 1997
Juris Doctor Degree
The Johns Hopkins University 1988 — 1992
Bachelor of Arts, International Studies
Horace Mann School 1982 — 1988
Morgan Stanley September 2013 - Present
Credit Suisse November 2008 - August 2013
Morgan Stanley April 2008 - November 2008
Greenberg Traurig, LLP October 2000 - April 2008
LeBoeuf, Lamb, Greene & MacRae, LLP October 1997 - October 2000
Skills
Private Equity, Venture Capital, Mergers, Corporate Governance, Alternative Investments, Corporate Law, Securities, Capital Markets, Joint Ventures, Asset Managment, Securities Offerings, Legal Compliance, Real Estate, Investments, Real Estate Transactions, Infrastructure, Compliance, IPO, Mezzanine, Financial Regulation, Asset Management, Hedge Funds, Private Placements, Structured Finance, Cross-border..., Mergers & Acquisitions, Due Diligence, Securitization, Emerging Markets
Education
Fordham University School of Law 1994 — 1997
Juris Doctor Degree
The Johns Hopkins University 1988 — 1992
Bachelor of Arts, International Studies
Horace Mann School 1982 — 1988
Steven Klar's Credit Suisse Experience February 2012 - August 2012
Job Private Funds Associate at Simpson Thacher & Bartlett LLP
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP May 2013 - Present
Davis Polk & Wardwell LLP September 2009 - May 2013
Credit Suisse February 2012 - August 2012
Davis Polk & Wardwell LLP May 2008 - August 2008
Ernst & Young September 2003 - August 2006
Skills
CPA, Hedge Funds, Private Equity, Leveraged Finance
Education
Fordham Law School 2006 — 2009
Doctor of Law (J.D.)
Yeshiva University 1999 — 2003
Bachelor of Science (BS), Accounting
Simpson Thacher & Bartlett LLP May 2013 - Present
Davis Polk & Wardwell LLP September 2009 - May 2013
Credit Suisse February 2012 - August 2012
Davis Polk & Wardwell LLP May 2008 - August 2008
Ernst & Young September 2003 - August 2006
Skills
CPA, Hedge Funds, Private Equity, Leveraged Finance
Education
Fordham Law School 2006 — 2009
Doctor of Law (J.D.)
Yeshiva University 1999 — 2003
Bachelor of Science (BS), Accounting
JEFFREY FIELD's Credit Suisse Experience January 2006 - September 2006
Job BUSINESS INTELLIGENCE FINANCIAL PLANNING & ANALYSIS
Industry Banking
Experience
BANK LEUMI USA April 2007 - Present
CREDIT SUISSE January 2006 - September 2006
JPMORGAN CHASE May 2005 - January 2006
BANK HAPOALIM December 1993 - May 2005
Skills
Access, SAP BPC, SAP BPC Administration, SAP Crystal Reports, Report Writing, Data ETL, Process Improvement, Data Integrity, BI customization, MS Excel, Visio, Crystal Reports, Microsoft Excel, Business Intelligence, ETL, Data Warehousing, Business Analysis, Analysis, Software Project..., Financial Analysis
Education
Fordham University
Master of Business Administration (MBA)
Université Paris-Sorbonne
French language studies. Non degree program.
State University of New York College at Oswego
Bachelor of Science (BS), Business Administration and Accounting
BANK LEUMI USA April 2007 - Present
CREDIT SUISSE January 2006 - September 2006
JPMORGAN CHASE May 2005 - January 2006
BANK HAPOALIM December 1993 - May 2005
Skills
Access, SAP BPC, SAP BPC Administration, SAP Crystal Reports, Report Writing, Data ETL, Process Improvement, Data Integrity, BI customization, MS Excel, Visio, Crystal Reports, Microsoft Excel, Business Intelligence, ETL, Data Warehousing, Business Analysis, Analysis, Software Project..., Financial Analysis
Education
Fordham University
Master of Business Administration (MBA)
Université Paris-Sorbonne
French language studies. Non degree program.
State University of New York College at Oswego
Bachelor of Science (BS), Business Administration and Accounting
Van Hesser's Credit Suisse Experience 2000 - 2003
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
HSBC Securities 2003 - 2013
Credit Suisse 2000 - 2003
Goldman Sachs 1993 - 2000
Salomon Brothers 1990 - 1993
Education
Yale School of Management 1989 — 1991
MBA
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance, General
Wells Fargo August 2013 - Present
HSBC Securities 2003 - 2013
Credit Suisse 2000 - 2003
Goldman Sachs 1993 - 2000
Salomon Brothers 1990 - 1993
Education
Yale School of Management 1989 — 1991
MBA
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance, General
Anthony Magistro's Credit Suisse Experience May 2013 - Present
Job Consultant
Industry Computer Software
Experience
Credit Suisse May 2013 - Present
Self-employed May 1998 - Present
NYSE Euronext February 2012 - May 2013
Credit Suisse June 2008 - December 2011
SIAC / NYSE January 2006 - June 2008
ION Trading December 2004 - December 2005
Credit Suisse December 1999 - December 2004
Chase Bank May 1998 - November 1999
Donaldson, Lufkin & Jenrette December 1995 - April 1998
EDS September 1995 - December 1995
Skills
Custom Software..., .NET, Linux, C++, C#, Java, Tomcat, TCP/IP, TIBCO, EMS, Scripting, WebSphere MQ, Automation, Testing, Messaging, Real Time Monitoring, Transaction Processing, Straight Through..., Microsoft SQL Server, Sybase, SQL, HP NonStop, Performance Improvement, TACL, NonStop SQL, Fixed Income, Credit Trading, Mission Critical, Troubleshooting, Bloomberg TOMS, Multithreading, VBScript, Servlets, Programming, Trading Systems, Performance Tuning, Swing, SDLC, Business Analysis, Databases
Education
Fordham University 1983 — 1987
BS, Computer Science
Credit Suisse May 2013 - Present
Self-employed May 1998 - Present
NYSE Euronext February 2012 - May 2013
Credit Suisse June 2008 - December 2011
SIAC / NYSE January 2006 - June 2008
ION Trading December 2004 - December 2005
Credit Suisse December 1999 - December 2004
Chase Bank May 1998 - November 1999
Donaldson, Lufkin & Jenrette December 1995 - April 1998
EDS September 1995 - December 1995
Skills
Custom Software..., .NET, Linux, C++, C#, Java, Tomcat, TCP/IP, TIBCO, EMS, Scripting, WebSphere MQ, Automation, Testing, Messaging, Real Time Monitoring, Transaction Processing, Straight Through..., Microsoft SQL Server, Sybase, SQL, HP NonStop, Performance Improvement, TACL, NonStop SQL, Fixed Income, Credit Trading, Mission Critical, Troubleshooting, Bloomberg TOMS, Multithreading, VBScript, Servlets, Programming, Trading Systems, Performance Tuning, Swing, SDLC, Business Analysis, Databases
Education
Fordham University 1983 — 1987
BS, Computer Science
Raciel V Perez's Credit Suisse Experience 2009 - Present
Job Regional Head, Private Bank N.A. Credit Risk Management
Industry Banking
Experience
CREDIT SUISSE 2009 - Present
HSBC BANK USA, GLOBAL PRIVATE BANK 2007 - 2009
ROYAL BANK OF CANADA 2004 - 2007
CITIGROUP 2003 - 2004
HSBC BANK USA 1994 - 2002
CITIBANK, N.A. 1989 - 1994
Manufacturers Hanover Trust 1984 - 1989
Skills
Private Bank, Credit, Risk Management, Spanish, Banking, Credit Analysis
Education
Fordham University
Master of Business Administration (M.B.A.), Finance
CREDIT SUISSE 2009 - Present
HSBC BANK USA, GLOBAL PRIVATE BANK 2007 - 2009
ROYAL BANK OF CANADA 2004 - 2007
CITIGROUP 2003 - 2004
HSBC BANK USA 1994 - 2002
CITIBANK, N.A. 1989 - 1994
Manufacturers Hanover Trust 1984 - 1989
Skills
Private Bank, Credit, Risk Management, Spanish, Banking, Credit Analysis
Education
Fordham University
Master of Business Administration (M.B.A.), Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.