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
New York Life Insurance Company February 2013 - Present
200 Woodland Associates May 2009 - Present
Credit Suisse June 2010 - July 2012
Pali Capital Inc. March 2009 - May 2009
Bear Stearns November 2005 - August 2008
Bear Stearns 2001 - 2006
Bear Stearns April 2000 - April 2001
Qwest Communications November 1998 - April 2000
Skills
Project Management, Desktop Support, IT Management, Team Building, Negotiation, Microsoft Office, Vendor Management, Creative Problem Solving, Collaborative Problem..., Project Coordination, Test Management, Project Implementation, People Management, Leading People, Team Leadership, Leadership Development, Cross-functional Team..., Organizational..., Organizational..., Process Management, Process Improvement, Staff Development, Staff Management, Customer Service, Service Management, IT Service Management, Service Delivery, Metrics, Organizational Design, Organizational Structure, Strategic Vision, Wireless Mobility, Mobile Devices, PMP, IT Strategy, Project Delivery, Business Analysis, Program Management, Change Management, Management, ITIL, Desktop Application..., Desktop Support..., Analysis, Leadership, Process Simulation, Disaster Recovery, Budgets, Technical Support, Integration
Education
Help Desk Institute 2013 — 2013
HDI Support Center Director
Project Management Institute 2010 — 2010
PMP Certification, Project Management
Babson College
BS, Business Administration
Credit Suisse May 2015 - Present
LPL Financial February 2015 - March 2015
Jefferies LLC May 2007 - December 2014
Bank of America Investment Services, Inc. October 2006 - May 2007
CitiGroup - Smith Barney October 2004 - September 2006
Skills
Fixed Income, Trading, Wealth Management, Portfolio Management, Equities, Derivatives, FINRA, Capital Markets, Series 7, Private Equity, Hedge Funds, Series 63, Options, Equity Trading, Middle Office, Investor Relations, Fixed Income Trading, Series 9, 10b5-1 Plans, DSPP, Management
Education
Austin College 1987 — 1990
Business Administration & Economics
Paris Junior College 1985 — 1987
Certificate of Diploma, Business Administration, 3.0
Credit Suisse 2008 - Present
Bear Stearns January 2008 - March 2008
GunnAllen Financial January 2006 - April 2007
Education
Assumption College 2000 — 2004
BA, Marketing, Finance
Wells Fargo Home Mortgage September 2015 - Present
Strategic Mortgage Consulting June 2007 - Present
Fannie Mae January 2010 - September 2015
M-Point Mortgage Services, LLC January 2009 - November 2009
First Allied Mortgage March 2008 - October 2008
Alera Financial, LLC 2006 - July 2007
Credit Suisse June 2005 - May 2006
Triad Guaranty Insurance Corp January 2001 - January 2005
Sidus Financial Corporation January 1999 - January 2000
Sun Trust Mortgage Corporation January 1994 - January 1998
Skills
Risk Management, Emerging Markets, Mortgage Banking, Executive Management, Mortgage Lending, Loans, Underwriting, Loan Origination, Portfolio Management, Management, Finance, Strategy, Mergers & Acquisitions, Strategic Planning, Banking, Leadership, CRM, Start-ups, Sales, Competitive Analysis, Business Strategy, Capital Markets, Sales Management
Education
Wake Forest University School of Business 2004 — 2005
MBA, Finanace & Strategy
Averett University 1985 — 1989
BS, Marketing
West Islip Senior High School 1981 — 1985
General
Wells Fargo Private Bank June 2011 - Present
Boca Raton Regional Hospital Foundation, Inc. March 2012 - Present
BNY Mellon May 2008 - June 2011
Credit Suisse December 2006 - May 2008
Bank of America June 1987 - December 2006
Skills
Certified Financial..., Portfolio Management, Mutual Funds, Investment Advisory, Investment Management, Alternative Investments, Asset Allocation, Asset Managment, Securities, Equities, Fixed Income, Wealth Management..., Strategic Financial...
Education
Georgia State University 1985 — 1987
Master of Business Administration (MBA), Finance
Armstrong State University
Bachelor of Business Administration (B.B.A.), Accounting
Armstrong State University
Bachelor of Science (B.S.)
IBM 2010 - Present
Credit Suisse January 2010 - July 2010
RH Donnelley Inc (DEX ONE) 2006 - 2009
IBM 2004 - 2006
GlaxoSmithKline 2001 - 2003
Static Control Components, Inc 1999 - 2001
Snelling Personnel Services 1992 - 1999
KLA Instruments 1984 - 1990
Skills
Recruiting, Applicant Tracking..., Sourcing, Interviews, Change Management, Process Improvement, Management, Deferred Compensation, Leadership, Strategic Sourcing, Talent Acquisition, Technical Recruiting, Sales
Education
Athens State University
B.S., Business Administration / Accounting, 4.0 / 4.0 Summa cum Laude
Toyota Boshoku America September 2015 - Present
Toyota Boshoku America / Accountemps July 2015 - September 2015
Toyota Boshoku America / Accountemps April 2015 - June 2015
UPS Supply Chain Solutions December 2013 - April 2015
UPS Supply Chain Solutions March 2013 - December 2013
Elite Studio Cosmetics, LLC August 2012 - March 2013
Ryderz Compound, Inc. (formerly No Fear, Inc.) October 2008 - February 2012
Credit Suisse 2011 - 2011
UPS December 2007 - December 2007
Holland Clothing November 2005 - May 2006
Skills
Microsoft Excel, Microsoft Word, Operations Management, Process Improvement, Management, Customer Service, Microsoft Office, Spanish, Shipping, Visio, UPS Shipping, Reverse Logistics, SAP, Production Planning, Supply Chain Management, 5S, Data Analysis, Six Sigma, 3PL, Warehouse Management, Mac OS X, Windows
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor's of Science, Business Administration, Operations and Supply Chain Management, Management
Appalachian State University 2006 — 2008
N/A, Undecided
Tudor, Pickering, Holt & Co. August 2014 - Present
Credit Suisse December 2009 - July 2014
Citigroup June 2007 - December 2009
Education
Louisiana State University 2005 — 2007
MBA, Finance
Appalachian State University 1999 — 2003
B.A., Finance & Banking
Credit Suisse September 2015 - Present
Northwestern Mutual May 2014 - May 2015
Appalachian State University August 2010 - December 2014
Skills
Life Insurance, Disability Insurance, Financial Analysis, Social Skills, Networking, Microsoft Excel, Event Planning
Education
Appalachian State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Banking, Risk Management and Insurance
northern durham high school
northern durham high school
northern durham high school
Credit Suisse May 2014 - Present
Freelance Web Marketing June 2013 - Present
Samaritan's Purse September 2013 - February 2014
Target Corporation July 2007 - December 2013
Fletcher Global LLC August 2012 - December 2012
Skills
Microsoft Office, Customer Service, Research, Social Media, Teamwork, Opportunity Analysis, Idea Generation, Music Production, Video Production, Photography, Creative Writing, Critical Thinking, Mediation, Business Planning, Marketing Strategy, Business Development
Education
Appalachian State University 2011 — 2013
BSBA Management, Concentrated in International and Domestic Entrepreneurship
Wake Technical Community College
Associate of Arts (A.A.), General Studies
Credit Suisse February 2013 - Present
EduCARE September 2012 - December 2012
Martha Guy Summer Institute July 2010 - July 2010
Alpha Accounting May 2010 - July 2010
Skills
Teamwork, Leadership, New Hire Training, Microsoft Excel, Microsoft Office, Customer Service, Finance, Financial Analysis, Human Resources, Management, Public Speaking, Sales, Team Leadership, Time Management
Education
Appalachian State University 2009 — 2012
Bachelor of Science, Finance and Banking
East Carolina University 2008 — 2008
Business Management
Credit Suisse July 2014 - Present
AIESEC January 2014 - February 2014
Bank of America June 2013 - August 2013
Appalachian State University March 2012 - December 2012
Bank of America June 2012 - August 2012
AIESEC January 2011 - December 2011
Skills
Teamwork, PowerPoint, Time Management, Customer Service, Team Management, Microsoft Office, Intercultural..., Leadership Development, Research, Team Leadership, Microsoft Excel, Nonprofits, Public Speaking, Organizational..., Project Management, Economic Data Analysis, Financial Analysis
Education
Appalachian State University 2009 — 2013
Finance & Banking (BSBA) and Economics (BSBA), International Business Minor, 3.83
Credit Suisse July 2014 - Present
Credit Suisse June 2013 - August 2013
Boston Scientific March 2012 - July 2012
Boston Scientific July 2010 - March 2012
GE Healthcare July 2008 - July 2010
Skills
Financial Modeling, Financial Analysis, Finance, Investment Banking, Corporate Finance, Strategy, Valuation, Business Strategy, Management, Analysis
Education
Yale School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Babson College 2004 — 2008
BS, Business Administration and Management, General
Houlihan Lokey October 2014 - Present
Robert W. Baird & Co. March 2012 - September 2014
The Vincraft Group March 2009 - December 2011
Cowen and Company 2002 - 2009
Credit Suisse 2001 - 2002
Banc of America Securities 1998 - 2000
Great Western Bank 1993 - 1996
Resolution Trust Corporation 1991 - 1993
Skills
Private Equity, Valuation, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management, Portfolio Management, Investment Banking, Equities, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance
Arizona State University 1986 — 1990
Bachelor of Science (BS), Finance
Freddie Mac July 2013 - Present
Credit Suisse May 2011 - July 2013
Nomura Securities International May 2010 - August 2010
Tata Consultancy Services September 2000 - June 2009
Skills
Capital Markets, Equities, Fixed Income, Electronic Trading, Investment Banking, Trading Systems, Derivatives, Options, Quantitative Finance, Back Office, Equity Derivatives, Equity Trading, Sybase, Financial Modeling, Financial Markets, Market Risk, FX Options, Trading, Bloomberg, VBA
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2010
Masters, Master in Computational Finance
University of Mumbai 1996 — 2000
Bachelor's degree, Electrical Engineering
Atomic Energy Central School 1984 — 1996
Credit Suisse September 2013 - Present
Fujitsu July 2013 - September 2013
First Citizens Bank January 2008 - January 2013
First Citizens Bank June 2005 - January 2008
BB&T 1999 - 2004
Raytheon 1997 - 1999
Computer Sciences Corporation 1990 - 1997
DynCorp International 1987 - 1990
United States Air Force 1982 - 1985
U.S. Air Force October 1980 - November 1982
Skills
Security, Data Center, Troubleshooting, Storage, Shell Scripting, Servers, Vendor Management, Software Documentation, Visio, Information Security, AIX, AIX Administration, VIOS, HACMP, TSM, Disaster Recovery, System Administration, Samba, IBM pSeries, HMC, Project Management, Operations Management, Technical Documentation, Employee Management, SSH, Auditing, LPAR/DLPAR, UNIX Team Management, TCP/IP, Business Continuity, SAN, Red Hat Linux, NFS, Storage Management, Storage Area Networks, Solaris, DNS, Operating Systems, Hardware, Information Technology, Storage Architecture, Infrastructure, IT Management, High Availability, Network Security, Enterprise Architecture, Firewalls, Unix, IBM AIX
Education
William Peace University
Bachelor of Arts (BA), Computer Science - Grad Sept 2013, 3.6
Antelope Valley College
AS Electronics, Electronics/Computer Programming
Pink Butterflies February 2012 - Present
Traci Lynn Fashion Jewelry January 2012 - Present
American Express November 2010 - Present
Pure Romance February 2009 - Present
Wells Fargo January 2010 - November 2010
Merrill Lynch April 2005 - July 2008
Cumulus Broadcasting July 2003 - May 2004
Credit Suisse January 2000 - June 2003
Skills
Blogging, Sexuality Education, Retail, Creative Writing, Social Networking, Microsoft Office, Small Business, Writing, Customer Service, Research, Administrative Support
Education
Ashford University 2013 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Stony Brook University 1994 — 2002
BA, Social Sciences
ALPFA at ASU Foundation January 2015 - Present
PLS Logistics Services October 2014 - Present
Morgan Stanley June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Credit Suisse May 2012 - May 2012
Morgan Stanley April 2012 - April 2012
Edward Jones November 2011 - April 2012
Arden Reed August 2011 - April 2012
Goldman Sachs June 2011 - June 2011
Education
Arizona State University, W. P. Carey School of Business
B.S., Economics & Management
The Berman Group March 2014 - Present
The Berman Group June 2013 - March 2014
Jumar Marketing September 2012 - December 2012
Credit Suisse June 2011 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Google Analytics, SPSS, Editing, Copy Editing, Customer Service, Marketing, Management, Sales, Research, Public Relations
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Business Management, 3.88
Australian Catholic University 2012 — 2012
Rye High School 2005 — 2009
Reed Elsevier December 2013 - Present
Truven Health Analytics (previously Thomson Reuters) March 2006 - December 2013
Credit Suisse May 2005 - March 2006
Intertel Communications 2004 - 2004
ZEMA Systems 2000 - 2003
Skills
Java, JavaScript, Backbone.js, ExtJS, Single page applications, AJAX, Spring, RESTful WebServices, CSS, JSON, XML, JPA, Hibernate, SQL, JSP, Agile Methodologies, Software Development, Full stack development, Maven, Ant
Education
Arizona State University 2002 — 2004
Bachelor's Degree, Computer Information Systems, 4.0
Collins College 1999 — 2000
Certificates, Computer Graphics and Multimedia Production, 4.0
NBCUniversal, Inc. April 2012 - Present
NBC Universal September 2010 - April 2012
NBC Universal April 2008 - September 2010
Credit Suisse December 2007 - April 2008
Credit Suisse First Boston August 2004 - December 2007
Credit Suisse First Boston June 2003 - August 2003
First Capital Group December 1999 - June 2002
Skills
Restructuring, Joint Ventures, Mergers, Investments, Investment Banking, Business Strategy, Acquisitions, Divestitures, Financial Modeling, Emerging Markets, Private Equity, Corporate Development, Venture Capital, Valuation, Corporate Finance, Mergers & Acquisitions, Finance, General Awesomeness, Strategy, Strategic Partnerships, Management, Digital Media, Leadership, Leveraged Finance, Portfolio Management, Business Development, Due Diligence, M&A experience, Start-ups
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
London School of Economics 1997 — 1998
General Course
Babson College 1995 — 1999
BS
Credit Suisse June 2014 - Present
New Penn Financial, LLC March 2014 - May 2014
Foundation Financial Group August 2013 - February 2014
JP Computer Consulting March 2013 - April 2013
GameStop June 2012 - March 2013
Onelove Foundation January 2012 - May 2012
Boone Downtown Development Association January 2012 - May 2012
BRONZE AND PERSIAN RUGS January 2008 - January 2009
Skills
Marketing, Microsoft Office, Market Research, PowerPoint, Customer Service, Leadership, Sales Management, Retail, Microsoft Excel, Social Media, Data Analysis, Teamwork, Photoshop, English, Online Research, Marketing Strategy, Windows, Social Media Marketing, Time Management, Team Leadership, Social Networking, Report Writing, Market Analysis, Project Management, Microsoft Word, Research, Consumer Behaviour, Event Planning, Customer Insight, Marketing Research, Sales, Advertising, Nonprofits, Event Management, Facebook, Public Speaking, Team Building, Strategic Planning, Store Management, New Business Development, Community Outreach, Online Marketing, Outlook, FHA financing, Mortgage, Loan Officers, Management
Education
Appalachian State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Management
Appalachian State University 2007 — 2012
Bachelors of Science, Business Aministration
Ameriprise Financial Services, Inc. February 2014 - Present
University of South Carolina July 2014 - Present
Credit Suisse July 2011 - December 2013
Deloitte Consulting July 2007 - July 2009
The White House March 2006 - September 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Investment Management & Corporate Finance
Australian Graduate School of Management 2011 — 2011
Exchange Program
University of Alabama 2006 — 2007
Master of Accountancy
University of Oklahoma 2002 — 2006
BBA, Finance & Accounting
Tyler Technologies August 2004 - Present
Shelton Productions June 2009 - Present
Credit Suisse February 2002 - July 2004
Credit Suisse 2002 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Project Management, Business Analysis, SDLC, Agile Methodologies, Process Improvement, Software Development, Requirements Analysis, SharePoint, SQL, Microsoft SQL Server
Education
Dale Carnegie 2013 — 2013
Certificate of Completion, Skills for Success
Arlington Baptist College 1989 — 1995
Bachelor's degree, Bible/Biblical Studies
Coldspring High School 1975 — 1979
The Grinning Wizards LLC May 2011 - Present
Credit Suisse May 2005 - Present
Access General February 2002 - May 2005
ECR Software Corporation 1996 - 2002
Skills
Objective-C, iOS development, PL/SQL, C#, SQL, Web Development, Web Applications, SSRS, .NET, Business Analysis, Software Documentation, ASP.NET, JavaScript, Unix, Database Design, Enterprise Architecture, Requirements Analysis, Software Project..., Software Development, Data Modeling, Solution Architecture, Requirements Gathering, Graphic Design, Microsoft SQL Server, Oracle PL/SQL..., Core Data
Education
Appalachian State University 1992 — 1996
Bachelor of Science, Computer Science, Programming Lanugages
Bridgewater Associates January 2014 - Present
Credit Suisse August 1998 - December 2013
JP Morgan March 1997 - July 1998
Sun Microsystems Philippines Inc. (formerly PSPI) 1994 - 1997
SPL WorldGroup April 1993 - 1994
Skills
Trading Systems, Market Data, Electronic Trading, Low Latency, Credit Derivatives, Data Center, Sybase, Fixed Income, Equities, Software Development, Unix, Prime Brokerage, Derivatives, Reference Data, IT Strategy, Equity Trading, Hedge Funds, Infrastructure, Options, Exchange Connectivity, Databases, Integration, Strategy, Middle Office, Enterprise Architecture, Equity Derivatives, FX Options, Investment Banking, Bloomberg, Distributed Systems, Solaris, Pre-sales, Unix Shell Scripting
Education
Ateneo de Manila University 1989 — 1993
BS, Computer Science
TJM Investments October 2011 - Present
Exchange Financial Access, LLC December 2010 - September 2011
Credit Suisse June 2004 - October 2010
Skills
Exchange listed futures...
Education
Arizona State University - W. P. Carey School of Business 1980 — 1985
BS, Finance
Federal Housing Finance Agency September 2013 - Present
Making Home Affordable (HAMP) June 2012 - August 2013
Actualize Consulting February 2011 - May 2012
Self Employed 2012 - 2012
Freddie Mac September 2009 - November 2010
Credit Suisse January 2005 - March 2008
Clayton 2005 - 2005
UBS 2004 - 2004
Merrill Lynch September 1991 - November 2001
Skills
Asset Managment, Credit Risk, Loss Mitigation, Data Mining, Mortgage Lending, Banking, Capital Markets, Financial Services, Loans, Financial Analysis, Valuation, Process Improvement, Derivatives, Investments, Securities, Financial Modeling, Finance, Operational Risk..., SDLC, Enterprise Risk..., Fixed Income, Program Management, Mortgage Banking, Asset Management, Securitization, Management, Loan Origination, Business Process, Underwriting, Analysis
Education
Utica College 2009 — 2011
Masters of Science, Economic Crime Management
Art Institute of Philadelphia 2002 — 2004
Associates, Photography
Down Dog Yoga
Down Dog Yoga
Montclair State University
Pompton Lakes High School
HS Diploma, College Prep
Rutgers University-New Brunswick
Bachelors, Organizational Communications
Credit Suisse January 2011 - Present
Egon Zehnder International October 2010 - December 2010
Avis Budget Group August 2009 - December 2009
Espirito Santo Bank June 2009 - August 2009
Ocean Club 2003 - 2009
Skills
Investments, Strategy
Education
Babson College 2006 — 2010
Bachelor of Science, Business Management
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
Energy Transfer July 2013 - Present
Credit Suisse January 2011 - July 2013
MD Helicopters June 2009 - September 2010
MD Helicopters January 2008 - June 2009
MD Helicopters January 2007 - December 2007
Skills
Business Development, Training, Process Improvement, Management, Sales, Strategic Planning, Contract Negotiation, Proposal Writing, Finance, Human Resources, Analysis, Business Strategy, Financial Analysis, Marketing, Operations Management, Risk Management, Time Management, Mergers & Acquisitions
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Société Générale May 2014 - Present
JPMorgan Chase July 2011 - May 2014
Bank of America Merrill Lynch October 2006 - July 2011
Credit Suisse April 2005 - March 2006
Skills
Business Analysis, Electronic Trading, Fixed Income, Investment Banking, Trading, Unix, Trading Systems, Risk Management
Education
Ateneo de Manila University
Bachelor of Science (B.S.), Management Information Systems, General
Credit Suisse July 2012 - Present
Credit Suisse June 2010 - July 2012
State Employees' Credit Union August 2009 - June 2010
Polo Ralph Lauren January 2008 - July 2009
Skills
Banking, Financial Analysis, Credit, Loans, Investments, Risk Management, Microsoft Excel
Education
Appalachian State University 2005 — 2009
Bachelor of Science, Finance & Banking
Credit Suisse April 2014 - Present
Morgan Stanley Investment Management June 2011 - April 2014
Bank of America November 2009 - May 2011
Bank of America December 2008 - November 2009
The Vanguard Group, Institutional Investor Group June 2006 - July 2008
Skills
Financial Modeling, Investments, Portfolio Management, Fixed Income, Bloomberg, Hedge Funds, Securities, Banking, Credit, Asset Allocation, Analysis, Series 7, Series 63, Mutual Funds, Due Diligence, Valuation, Trading, Investment Management, Alternative Investments, Asset Management, Corporate Finance, Private Equity, Equity Research, Derivatives, Equities, Investment Banking, Capital Markets
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science, Hospitality Management/Business
United Nations International School 1991 — 2001
High School
Bergdorf Goodman June 2014 - Present
Credit Suisse August 2013 - November 2013
eDrop Off Luxury Consignment March 2012 - June 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Microsoft Excel, Social Media, Leadership, Online Research, Non-profits, Fundraising, Writing, Qualitative Research, Data Entry, Marketing, Management
Education
Purdue University 2007 — 2011
Bachelor of Arts (B.A.), Psychology, 3.4/4.0
Arcadia University
London Study Abroad, Art/Art Studies, General
Credit Suisse August 2015 - Present
Credit Suisse June 2014 - August 2014
Copa Airlines November 2010 - June 2013
Brown Brothers Harriman July 2010 - November 2010
Skills
Competitive Analysis, Business Strategy, Financial Analysis, Strategic Planning, Market Research, Corporate Finance, Marketing Strategy, Market Analysis, Business Analysis, Negotiation, Airline Management
Education
Babson College 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2006 — 2010
Bachelor of Science in Business Administration, Finance & Marketing
Universidad Pontificia Comillas 2009 — 2009
Study Abroad Semester, Spring 2009, Focus on Marketing
Vertical Research Partners July 2011 - Present
Credit Suisse March 2009 - July 2011
Citigroup August 1992 - December 2008
First Manhattan Co. February 1991 - August 1992
JP Morgan Investment Management July 1986 - February 1991
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Deutsche Bank August 1980 - August 1984
Skills
Fixed Income, Series 7, Equity Research, Capital Markets, Financial Modeling, Investments, Equities, Structured Products, Private Equity, Series 63, Asset Managment, Portfolio Management, Asset Management, Hedge Funds, Financial Analysis, Valuation, Bloomberg, Investment Banking
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
BS
Appalachian State University 1976 — 1977
None
BDO USA, LLP May 2012 - Present
BDO USA, LLP March 2010 - May 2012
Ernst & Young 2008 - March 2010
Credit Suisse September 2006 - May 2007
Skills
Marketing Strategy, Business Development, New Business Development, Accounting, Auditing, Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2008
Masters, Accounting
Appalachian State University 2003 — 2006
Bachelor of Science International Business, Bachelor of Arts Spanish
RiseSmart.com September 2012 - Present
Glocap Search October 2010 - July 2011
Credit Suisse 2003 - 2009
Lee Hecht Harrison 2000 - 2003
Weill Cornell Medical College 1996 - 2002
Skills
Executive Coaching, Interviewing, Career Development, HR Consulting, Succession Planning, Full-cycle Recruiting, Project Management
Education
Fordham University 1997 — 1999
Dual Masters, Masters in Organizational Counseling and Masters in Social Work
Arizona State University 1990 — 1994
B. Sci, Business Management and Public Programs
Credit Suisse January 2006 - Present
Frye Louis Capital Management 1993 - 2006
Harris Trust & Savings Bank 1988 - 1993
Skills
Equities, Wealth Management..., Fixed Income, Hedge Funds, Asset Managment, Private Banking, Capital Markets, Alternative Investments, Portfolio Management, Mutual Funds, Investment Management, High Net Worth..., Private Equity, Investment Banking, ETFs, Asset Management, Investment Strategies, Fund Of Funds, Securities, Derivatives, Investments, Series 7, Asset Allocation, Wealth Management, Financial Markets, Equity Research, Corporate Finance, Bonds, Investment Advisory
Education
Northern Illinois University 1985 — 1986
MBA, Finance
Augustana College 1981 — 1985
Bachelors of Arts, Economics & Business Administration
Benet Academy
Credit Suisse November 2007 - Present
IBM Global Services 2004 - 2007
Cap Gemini Ernst & Young 2003 - 2004
Wipro Infotech Ltd 2000 - 2003
Skills
Requirements Analysis, SDLC, Business Analysis, Software Project..., Oracle, XML, Enterprise Architecture, Solution Architecture, Agile Methodologies, Data Warehousing, Project Management, Business Objects, Investment Banking, SQL, Unix, Java Enterprise Edition, PL/SQL, Business Intelligence
Education
North Carolina State University - College of Management 2009 — 2012
MBA, Services Management
Nagpur University 1995 — 1999
Bachelor of Engineering
Atomic Energy Central School
Bayview Loan Servicing, LLC December 2014 - Present
Quicken Loans February 2014 - December 2014
Quicken Loans November 2012 - February 2014
Credit Suisse July 2011 - October 2012
Credit Suisse June 2010 - July 2011
Merrill Lynch May 2007 - August 2007
Skills
Leadership, Analysis, Microsoft Office, Finance, Marketing, Program Management, Financial Analysis
Education
Appalachian State University 2009 — 2010
MBA, Business
North Carolina State University 2005 — 2009
BS, Finance
Ernst & Young 2012 - Present
Credit Suisse 2008 - 2012
AIG 2004 - 2008
AIG 2001 - 2004
Skills
Analysis, Integrated Marketing, Market Research, Segmentation, Product Marketing, Marketing Strategy, Thought Leadership, Strategic Planning, Operations Management, Business Unit Start-up, C-Level Relationships, B2B2C, Sales Growth, P&L Responsibility, Strategic Partnerships, Contract Negotiation, Website Development, Event Management, International..., Leadership, Management, Marketing, Strategy, Business Development, Business Strategy, Public Relations, Marketing Communications
Education
Columbia University in the City of New York 2008 — 2011
Masters, M.S. Strategic Communications
Ateneo de Manila University 1997 — 2001
BS, Management and Communications Technology
Jon Cappadona March 2013 - Present
New Camaldoli Hermitage March 2005 - September 2012
University of Connecticut August 2003 - May 2005
Credit Suisse February 2000 - February 2001
Wit Capital Management November 1998 - March 2000
Charles Schwab June 1997 - October 1998
Skills
Education, Mindfulness Based..., Mindfulness Meditation, Mindfulness, Tutoring, Academic Tutoring, Financial Services, Student Development, Academia, College Teaching, Student Affairs, Public Speaking, Academic Writing
Education
UMass Medical School 2012 — 2013
Center for Mindfulness Practicum, MBSR
The University of Connecticut 2002 — 2004
Master's degree, Educational Psychology
Arizona State University 1994 — 1997
Bachelor's degree, Entrepreneurial and Small Business Operations
Credit Suisse April 2015 - Present
IAT Group April 2014 - March 2015
Gap Inc. April 2012 - March 2014
Skills
Accounting, Auditing, Financial Reporting, Insurance, Microsoft Excel, Time Management, Event Planning, Teamwork, Leadership, Social Networking, Marketing, Public Speaking, Research, Microsoft Office, Customer Service
Education
Appalachian State University 2009 — 2013
Bachelor of Science in Business Administration, Accounting
Credit Suisse July 2002 - Present
NYSE Euronext January 1997 - March 2001
Skills
Series 7, Investments, Compliance, Series 3, FAA Licensed Pilot
Education
Arizona State University 1991 — 1996
Bachelor of Science (BS), Finance, General
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc. January 2014 - Present
Solamere Advisors January 2013 - January 2014
Cmiel Consulting August 2012 - January 2013
UBS May 2011 - July 2012
UBS June 2009 - May 2011
UBS September 2007 - June 2009
UBS May 2003 - August 2007
UBS October 2001 - May 2003
Credit Suisse September 2000 - October 2001
Merrill Lynch October 1991 - September 2000
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Asset Allocation, Investment Advisory, Investments, Team Leadership, Portfolio Management, Leadership Development, Asset Managment, Series 3,7,9,10,66
Education
Augustana College 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Furman University 2011 — 2011
Graduate, Diversity Leadership Initiative
Credit Suisse January 2013 - Present
Greenhill Caliburn 2011 - 2011
Wells Fargo Securities 2007 - 2010
Skills
Chartered Financial..., Financial Modeling, Investment Banking, Corporate Finance, International M&A, Capital Markets, Valuation, Financial Analysis, Investments, Financial Institutions
Education
Auburn University 2003 — 2007
BS, Business Administration
Altus Power Management, LLC April 2009 - Present
Sound Solar Systems March 2009 - Present
Cohen & Company 2006 - 2009
Merrill Lynch 2003 - 2006
Credit Suisse 1999 - 2003
Cadwalader, Wickersham & Taft LLP 1998 - 1999
Education
University of Virginia School of Law 1995 — 1998
Juris Doctor
Babson College 1995 — 1995
Finance
University of Southern Europe 1993 — 1995
BsBA, Finance
Krusboda
Telsey Advisory Group March 2014 - Present
Telsey Advisory Group July 2010 - February 2014
Credit Suisse July 2008 - June 2010
Credit Suisse June 2007 - August 2007
General Electric Asset Management May 2006 - August 2006
Skills
Financial Modeling, Valuation, Due Diligence, Statistical Analysis, Business Development, Finance, Analytics, Capital Markets, Corporate Finance, Bloomberg
Education
Babson College 2004 — 2008
Bachelor of Science, Finance
Ridgefield High School 2000 — 2004
Medalist Capital September 2015 - Present
Credit Suisse July 2010 - August 2015
Vining Sparks, IBG September 2003 - June 2008
JWL Golf Enterprises L.P. August 2001 - August 2003
Skills
Valuation, Financial Modeling, Capital Markets, Equities, Fixed Income, Due Diligence, Derivatives
Education
UNC Chapel Hill 2008 — 2010
MBA, Finance
Appalachian State University
Bachelor of Science (B.S.), Business Administration and Management, General
Deutsche Bank August 2014 - Present
University of Minnesota August 2013 - May 2014
Association for Computing Machinery for Women (ACM-W) June 2013 - May 2014
Credit Suisse May 2013 - August 2013
Siemens Energy February 2012 - March 2013
Bharat Indian Student Group December 2011 - December 2012
University of Minnesota June 2011 - January 2012
Skills
Java, Eclipse, NetBeans, Mac OS X, Scheme, LaTeX, MySQL, Oracle SQL, Hard Worker, Team Leadership, C++, Programming, Web Development, Python, CSS, Matlab, C, SQL, Databases
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science, Computer Science
University of Minnesota-Twin Cities 2010 — 2014
Minor, Neuroscience
National Institute of Information Technology 2011 — 2011
Diploma in Java Technologies, Computer Science
Apeejay School 2008 — 2010
High School, Science
DAV Public School, New Panvel
Cisco Systems March 2012 - Present
Genworth Mortgage Insurance January 2010 - June 2011
Modality November 2007 - January 2010
Credit Suisse June 2006 - November 2007
Wachovia Bank October 2004 - June 2006
Silent Uproar 2003 - 2006
Wachovia Securities July 2002 - October 2004
ClickCulture February 2001 - June 2002
WomenGamers.Com May 2000 - November 2000
Skills
Data Analysis, Copywriting, Copy Editing, Project Coordination, Excel, Windows, Mac, Customer Relations, Business Analysis, Content Management, Microsoft Excel, Visio, SQL, Software Documentation, Research, Customer Service, Process Improvement, User Experience, Project Management, Microsoft Office, Analysis, System Administration, Management, Dreamweaver, Photoshop, HTML, Marketing, Team Leadership, Social Networking, Team Management, Salesforce.com
Education
North Carolina State University 1998 — 2001
MA, Modern German History
Appalachian State University
BA, English Literature / German
Credit Suisse March 2015 - Present
Macy's December 2011 - March 2015
Education
Azusa Pacific University
Bachelor's Degree, Business Management, Cumulative GPA: 3.35/4.00
Citi September 2014 - Present
Credit Suisse July 2011 - September 2014
University of Chicago Booth School of Business August 2009 - June 2011
Credit Suisse June 2010 - August 2010
Ashton Tiffany, LLC November 2003 - August 2009
Skills
Capital Markets, Corporate Finance, Financial Analysis, Financial Institutions, Financial Modeling, Investment Banking, Investments, Portfolio Management, Private Equity, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance and Accounting
Arizona State University - W. P. Carey School of Business 2000 — 2003
BS, Finance
Credit Suisse June 2015 - August 2015
Crowninshield Financial Research, LLC May 2013 - August 2013
Puma Women's Fitness August 2012 - December 2012
Jennifer Whalen for New York State Assembly May 2012 - August 2012
Albany Academy, Learning Enrichment Activity Program June 2010 - August 2012
Anthony's Pizza Palace October 2008 - August 2012
Babson Havaianas September 2010 - May 2011
Skills
Social Media, Facebook, PowerPoint, Public Speaking, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Marketing Strategy, Public Relations, Event Planning, Social Networking, Spanish, Customer Service, Research, Curriculum Design, Program Management, Analysis, Capital IQ, Bloomberg, V Lookups, EBSCO, Factiva, Westlaw
Education
Columbia Law School 2015 — 2017
Juris Doctor (J.D.)
New York Law School 2014 — 2015
Juris Doctor (J.D.)
Babson College 2010 — 2014
Bachelor of Science in Business Management, Legal Studies and Justice, Citizenship, & Social Responsibility, Senior
Albany Academy for Girls High School 2006 — 2010
Credit Suisse June 2015 - Present
Austin College February 2015 - May 2015
Austin College March 2014 - May 2015
Austin College Police Depatment September 2011 - May 2015
EF Foundation for Foreign Study September 2009 - 2011
Skills
Tutoring, Community Outreach, Student Affairs, Volunteer Management, Leadership, Higher Education, Critical Thinking, Program Development, Fundraising, Grant Writing, Public Speaking, Research, PowerPoint, Teaching, Microsoft Office
Education
Austin College
Austin College
Credit Suisse September 2015 - Present
Vector Marketing October 2014 - November 2014
First Bank May 2014 - August 2014
TLC for Bikes May 2013 - August 2013
Liquidia Technologies May 2012 - August 2012
Capital Investments May 2011 - August 2011
Skills
Customer Service, PowerPoint, Microsoft Office, Teamwork, Public Speaking, Microsoft Excel, Sales, Finance, Marketing, Cold Calling, Social Networking, Research, Time Management, Microsoft Word, Social Media, Leadership
Education
Appalachian State University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Banking, Economics
Appalachian State University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Banking, Economics
1Life Wellness Centers July 2014 - June 2015
1Life Wellness Centers 2005 - July 2014
SunTrust Bank April 1994 - October 1999
UBS 1990 - 1994
Credit Suisse 1988 - 1990
Skills
Public Speaking, Wellness, Coaching, Strategic Planning, Fitness, Negotiation, Leadership Development, Healthcare, Microsoft Office, Marketing, New Business Development, Team Building, Customer Service, Teaching, Leadership, Training, Fundraising, Management, Organizational..., Event Planning, Business Strategy, Business Planning, Change Management, Social Media, Management Consulting, Strategy, Team Leadership, Community Outreach, Public Relations, Program Management, Executive Coaching, Recruiting, Sales Management, Team Management, Staff Development, Business Development, Project Management, Marketing Communications, Mergers & Acquisitions, Project Planning, Account Management, Budgets, Sales, Market Research, Outsourcing, CRM, Commercial Lending, Wealth Management, Cultural Diversity, Multi-Cultural Team...
Education
Azusa Pacific University 2010 — 2012
Master’s Degree, Organizational Leadership, 4.0 / 4.0
Pace University 1991 — 1991
MBA, International Business
Fairleigh Dickinson University
Paralegal, Law, Honors
Montclair State University
Bachelor's Degree, German / Portuguese
Goldman Sachs February 2010 - Present
Credit Suisse October 2009 - January 2010
IBM/FDNY December 2008 - October 2009
Eaglecreek Software Services May 2008 - November 2008
Hoffmann-La Roche Inc September 2007 - April 2008
ECBYTES INC January 1999 - August 2007
Skills
OBIEE, Business Intelligence, Informatica, Data Warehousing, Data Modeling, ETL, Oracle, SDLC, Solution Architecture, Master Data Management, Business Analysis, Siebel, Requirements Analysis, Enterprise Architecture, Software Project..., SOA
Education
MVSR Engineering College 1991 — 1994
BS Engineering, Electronics and Communications
Atomic Energy Central School 1976 — 1986
Schooling
Stevens Institute of Technology
MBA, Business Administration
Perella Weinberg Partners July 2007 - Present
Lazard February 2002 - July 2007
Credit Suisse February 2001 - February 2002
Skills
Strategic Planning, Project Management, Photoshop, Illustrator, InDesign, Microsoft Office, MapInfo Professional, Investments, Customer Service, Financial Analysis
Education
Augustana College
Bachelor’s Degree, Piano Performance and Voice Performance, cum laude
Westminster Choir College
Master’s Degree, Voice Performance and Pedagogy, summa cum laude
Credit Suisse May 2015 - Present
Live Nation Entertainment August 2014 - Present
Lyrica Catering May 2012 - Present
Papa Johns March 2012 - February 2014
Skills
Spanish, Leadership, Project Planning, Polish, Accurate Data Entry, Time Management, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Multitasking Skills, Problem Solving, Communication, Goal Oriented, Organizational..., Multicultural, Multilingual, Social Media, Outdoor Advertising, Photoshop, Photography, Facebook, Twitter, Blogging, Public Speaking, Data Analysis, Social Media Marketing
Education
North Carolina State University 2011 — 2014
Bachelor of Science (BS), Accounting and Finance, Senior
Universidad Pontificia Comillas 2013 — 2013
Accounting/Finance/Spanish, Junior
Appalachian State University 2010 — 2011
Accounting/Spanish, Freshman
Knightdale High School 2009 — 2010
High School Diploma, Senior
Enloe High School 2006 — 2009
Freshman - Junior
Amware Fulfillment May 2012 - Present
BG Strategic Advisors May 2011 - May 2012
Anton Maix Fabrics LLC January 2010 - May 2011
Ladenburg Thalmann February 2009 - November 2009
Credit Suisse October 2007 - January 2009
Bear Stearns November 2000 - October 2007
Skills
Valuation, Investment Banking, Analysis, Strategy, Management, Equity Research, Warehousing, Supply Chain, Investments, Logistics, Equities, Transportation, Leadership, Mergers & Acquisitions, 3PL
Education
Babson 1992 — 1996
Finance / Investments
Babson College 1992 — 1996
Finance/Investments and Economics
Barclays December 2010 - Present
Credit Suisse December 2004 - December 2010
Lehman Brothers September 1996 - December 2004
Skills
Private Equity, Investments, Hedge Funds, Alternative Investments, Emerging Markets, Equities, Investment Banking, Fixed Income, Portfolio Management, Capital Markets, Derivatives, Asset Management, Valuation, Venture Capital, Asset Managment, Due Diligence, Financial Modeling
Education
Arizona State University 1987 — 1992
Morgan Stanley 2014 - Present
Credit Suisse June 2013 - August 2013
Morgan Stanley July 2012 - August 2012
Skills
Financial Modeling, Microsoft Office, Microsoft Word, PowerPoint, Research, Teamwork, English, Leadership, Matlab, Financial Analysis, Spanish, Market Research, Access, Data Analysis
Education
Babson College 2010 — 2014
Colegio Americano de Guatemala
High School
William Raveis Real Estate January 2014 - Present
Credit Suisse 1995 - 2003
State Street Bank 1990 - 1995
Skills
Microsoft Office, Sellers, Buyer Representation, Real Estate, Relocation, Investment Properties, Real Estate Transactions, Short Sales, Single Family Homes, Foreclosures, Finance
Education
Assumption College 1986 — 1990
Bachelor's degree, Business Administration, Management and Operations
Scituate High School 1982 — 1986
SciQuest March 2015 - Present
Credit Suisse October 2014 - March 2015
Coty October 2010 - October 2014
Ferguson Enterprises March 2008 - October 2010
Ferguson Enterprises March 2005 - March 2008
Skills
SAP MM, SAP Implementation, SAP ERP, Data Conversion, Supply Chain, Purchasing, Project Management, Project Planning, Project Estimation, Acquisition Integration, Cross-functional Team..., Solutions Design, Microsoft Excel, Microsoft Word, MS Project, Order to Cash, Distribution Center..., IT Operations, IT Management, IT Solutions, IT Service Management, Team Leadership, Communication, Technical Documentation
Education
Averett University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration
AllianceBernstein July 2014 - Present
Babson College August 2010 - May 2014
Credit Suisse May 2013 - August 2013
Submedia & The University Network May 2012 - August 2012
Fine Touch Laptop Art January 2011 - May 2011
Skills
Financial Analysis, Marketing, Product Development, Microsoft Excel, Microsoft Office, Leadership, Project Management, Financial Modeling, Strategic Financial..., Business Development, Investments, Sales
Education
Babson College 2010 — 2014
Bachelor's of Science, Business Administration and Management, Finance, Graduation 2014
University of Virginia-Semester at Sea (Abroad) 2012 — 2012
Continued College Degreee, Finance
Kinnelon High School 2007 — 2010
High School Diploma
Ipreo March 2014 - January 2015
Credit Suisse November 2013 - March 2014
ABB July 2013 - September 2013
East Carolina University January 2012 - May 2013
شبابيك... WINDOWS - CHANNELS FOR COMMUNICATION...חלונות December 2010 - May 2011
Skills
customer relations, Public Speaking, Leadership, Teamwork, Career Counseling, Research, Highly detail oriented, Writing, Time Management, Event Management, Customer Service, Program Management, Analysis, Project Management, Skilled Communicator, Nonprofits, Human Resources, PowerPoint, Communication
Education
East Carolina University - College of Business 2012 — 2013
Master of Business Administration (M.B.A.), International Relations and Affairs, 3.3
Appalachian State University 2006 — 2010
Bachelors, Psychology
MetLife October 2013 - Present
Credit Suisse February 2010 - October 2013
Credit Suisse January 2010 - October 2011
Nortel August 2006 - March 2009
Nortel Networks April 2005 - August 2006
Nortel Networks May 2000 - April 2005
Capitol Broadcasting Company 1996 - 2000
Skills
Change Management, Information Management, Sales Enablement, Six Sigma, Knowledge Management, Intranet, Portals, ITIL, IT Service Management, Program Management, Process Improvement, Continuous Improvement, Enterprise Content..., Content Management, Service Desk, DMAIC, Vendor Management, Cross-functional Team..., Training, Telecommunications, Marketing Communications, Security, Management, Marketing, SharePoint, CRM, Business Analysis, Business Strategy, Leadership, Salesforce.com, Business Process, Project Management, Analytics, Integrated Marketing, Quality Assurance, Service Delivery, Agile Methodologies, Strategy, Performance Management, Integration, Product Development, Governance, Sales Operations, Product Management, Business Process..., Marketing Strategy, Outsourcing, Enterprise Software, User Experience, SaaS
Education
Credit Suisse Operational Excellence Program 2011 — 2012
Lean Six Sigma Black Belt, Operational Excellence
Credit Suisse 2012 — 2012
ITIL v3 Foundation Certification, ITIL
Credit Suisse 2012 — 2012
Business Architecture
Nortel Networks 2008 — 2008
Green Belt, Lean Six Sigma Green Belt
Nortel Networks Internal Development 2008 — 2008
"Taste of Kellogg" Executive Education Program
Art Institute of Fort Lauderdale
Associate of Science, Advertising and Marketing
Federal Emergency Management Agency (FEMA)
PIO Certification, Advanced Public Information Course
North Carolina State University
Bachelor of Arts,, Business Organization and Communication
Global Sorl Auto & Truck Parts, Inc. September 2012 - Present
United States Postal Service February 2011 - June 2012
Credit Suisse January 2006 - July 2009
Accountemps July 2005 - December 2005
Alabama Technology Network August 2004 - May 2005
AOL July 2002 - May 2003
Best Buy August 2000 - July 2002
Renkus-Heinz May 2000 - August 2000
Skills
New Business Development, Financial Statement..., Financial Analysis, Lean Manufacturing, Strategic Management, Project Management, Strategic Planning, Marketing Strategy, Negotiation, Team Building, Budgets, Corporate Finance, Financial Strategies, Marketing, Coaching, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Sales, Social Media, Public Speaking, Account Management, Mortgage Backed..., Derivatives, Investments, Financial Accounting, Managerial Accounting, Intermediate Accounting
Education
Auburn University 2003 — 2005
Bachelor of Science (BS), Finance
Pima Community College 2001 — 2003
Associate of Science (AS), Accounting
Credit Suisse April 2015 - Present
Bank of America August 2013 - April 2015
Bank of America June 2013 - August 2013
UNC Charlotte July 2012 - May 2013
Wells Fargo Securities, LLC June 2012 - August 2012
Skills
Economics, SAS, Microsoft Excel, Econometrics, Analytics, Research, Derivatives, VBA, Stata, Stress Testing, Statistical Modeling, CCAR, Regression Analysis, Forecasting, PowerPoint, Teaching, Writing, DFAST, Basel III, Equities, Prime Brokerage, Investment Banking, R
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science (MS), Economics, 3.88
University of North Carolina at Charlotte 2010 — 2012
BS, Economics, 4.0
Appalachian State University 2000 — 2004
BA, English, Creative Writing, 3.6
Myers Park High School 1996 — 2000
International Baccalaureate Diploma
Emerging Fintech Advisors LLC March 2015 - June 2015
Standard Chartered Bank August 2010 - February 2015
Kim Eng Securities April 2009 - July 2010
Credit Suisse June 2004 - February 2009
HSBC April 2003 - June 2004
Societe Generale December 1997 - February 2003
ING Barings August 1992 - November 1997
Skills
Emerging Markets, Equities, Capital Markets, Investment Banking, Hedge Funds, Trading, Portfolio Management, Investments, Derivatives, Financial Modeling, Financial Markets, Valuation, Asset Management, Equity Research, Bloomberg, Alternative Investments, Management, Private Equity, Asset Allocation, Sales Management, Account Management
Education
London Business School 1988 — 1990
Master of Business Administration (M.B.A.), International Finance
Ateneo de Manila University
B.S., Management
Ateneo de Manila University
B.A., Psychology, Dean's List
Credit Suisse June 2013 - August 2013
Academy Sports + Outdoors June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Business Analysis, Communication
Education
Mercer University
Masters of Accountancy
Auburn University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Itron July 2014 — Present
NC Department of Health and Human Services June 2012 — July 2014
ICF International December 2011 — May 2012
SciQuest April 2011 — December 2011
Credit Suisse March 2010 — April 2011
Affiliated Computer Services, Inc., (formerly PWC) June 2000 — March 2010
Skills
MS Project, Visio, Business Analysis, Technical Writing, Training, Captivate, SharePoint, Software Documentation, Project Management, Process Improvement, Training Delivery, Program Management, Instructional Design, Performance Management, Requirements Analysis, Hands-on Training, Learning Management, Vendor Management, E-Learning, Change Management, Needs Analysis, Consulting, Employee Training, Call Center, Technical Support, Technical Training, ADDIE, Quality Assurance, Performance Improvement, Technical Documentation, Blended Learning, Recruiting, Learning Management..., SDLC, Management, Business Process, SnagIt, Adobe Acrobat, Call Centers, Instructor-led Training, Performance Consulting, Outsourcing, Requirements Gathering, Content Management, RoboHelp, Knowledge Management, Organizational Learning, FrameMaker, Camtasia, WebEx
Education
Boise State University 2012 — 2015
Master of Science (MS), Organizational Performance and Workplace Learning
Averett University 1996 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Tunstall HS 1989 — 1993
Advanced Studies
Credit Suisse 2003 - Present
Globix Corporation 1999 - 2003
Education
Asbury University 1988 — 1992
BS, Sociology/Social Work
The World Bank February 2013 - Present
Albridge, a BNY Mellon Company June 2010 - February 2013
Barclaycard October 2011 - January 2012
Credit Suisse December 2009 - June 2010
Wells Fargo Advisors August 2007 - December 2009
Nationwide Insurance May 2006 - May 2007
Sriven Computer Services January 2004 - July 2005
Skills
PL/SQL, Oracle, Data Warehousing, SDLC, Data Modeling, Unix, Agile Methodologies, Business Analysis, JavaScript, SQL Tuning, SQL, C#, Data Migration, Databases, Requirements Analysis, Performance Tuning, ETL
Education
Auburn University 2005 — 2007
M.S
Sri Venkateswara University 2000 — 2004
Batchelor Of Technology
sainik school 1993 — 2000
Moji June 2007 - Present
V2 Capital May 2004 - Present
Credit Suisse June 2003 - May 2004
Volaris Asset Management June 2000 - June 2003
UBS Wealth Management March 1999 - March 2000
Viner Medical Software, Inc. March 1993 - March 1997
Skills
Equities, Investments, Asset Management, Start-ups, Management, Trading, Finance, Hedge Funds, Leadership, Entrepreneurship
Education
Arizona State University
BS, Finance
Rush Medical College of Rush University Medical Center
Allscripts April 2013 - Present
MED3000 August 2011 - April 2013
Credit Suisse July 2006 - August 2011
Misys Healthcare Systems 2002 - 2006
MCI 1999 - 2002
American Management Systems (AMS) 1998 - 1999
Skills
SDLC, Test Planning, Project Estimation, Quality Assurance, Quality Center, Testing, Test Management, Software Quality..., Management, Regression Testing, User Acceptance Testing, Agile Methodologies, Manual Testing, Test Cases, Requirements Analysis, Defect Tracking, Agile Testing, Functional Testing, SQL, Waterfall, Test Strategy, Web Applications, System Testing, Performance Testing
Education
University of North Florida - College of Business Administration 1992 — 1995
MBA, Business Administration
Babson College 1988 — 1991
Bachelor of Science (BS), Finance and Investments
Fidelity Investments June 2007 - Present
Credit Suisse 2006 - 2007
TCIL 1997 - 2006
Skills
Data Warehousing, Informatica, Unix, Data Modeling, SDLC, ETL, Requirements Analysis, Oracle, Solution Architecture, Software Project..., SOA, Enterprise Architecture, Business Intelligence, Requirements Gathering, PL/SQL, Business Analysis, IT Strategy, Agile Methodologies, Databases, SQL, Microsoft SQL Server, Pre-sales, Web Services
Education
Delhi College of Engineering 1993 — 1997
Bachelor of Engineering (B.Eng.), Electrical Engineering
Apeejay School 1979 — 1993
Credit Suisse December 2014 - Present
Credit Suisse June 2007 - November 2014
Ness Global Software Services Pvt Ltd May 2005 - June 2007
Polaris Software Lab 2003 - 2005
Kale Consultants 2000 - 2003
Skills
Web Services, Agile Methodologies, Java Enterprise Edition, Software Project..., Oracle, Business Analysis, SDLC, Requirements Analysis, Integration
Education
Annamalai University 1995 — 1999
Bachelor of Engineering (B.E.), Electronics and Instrumentation
National Higher Secondary SChool Mannargudi
Credit Suisse September 2012 - May 2015
Credit Suisse June 2010 - September 2012
Deutsche Bank June 2009 - June 2010
Skills
Financial Analysis, Valuation, Investment Banking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Corporate Finance, Bloomberg, Capital IQ, Factset, Barra Beta, SDC, IHS Herold, Wood Mackenzie, Capital Markets, LBO, Latin America, Emerging Markets, Equities, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Arizona State University 2005 — 2009
Bachelor's degree, Finance and economics
Credit Suisse January 2014 - Present
Deutsche Bank May 2000 - January 2014
Skills
Risk Management, Investment Banking, Internal Audit, Internal Controls, Auditing, Operational Risk..., Risk Assessment, Banking
Education
Aston University
Net Lease Alliance LLC March 2011 - Present
Newton Oldacre McDonald LLC August 2008 - February 2011
Credit Suisse May 2006 - June 2008
Guilford Capital Corp April 2005 - May 2006
Action Mailing Inc. February 2004 - March 2005
Guilford Capital Corporation February 2000 - January 2004
Wilson Price Barranco Blankeship & Billingsley, PC February 1990 - February 2000
Skills
Real Estate Development, Asset Managment, Real Estate Transactions, Disposition, Due Diligence, Commercial Real Estate, Acquisitions, Financial Analysis, Accounting, Tax, Certified Public..., Series 7, Series 63, CPA, Asset Management, Finance, Cash Management, Financial Reporting, Investments, Mergers & Acquisitions, Loans, Start-ups, Credit, Investment Properties, Financial Modeling, Restructuring, Real Estate Economics, Cash Flow, Real Estate Financing, Negotiation, Financial Statements, Investors, Financial Accounting, Financial Risk, Leases, Tax Credits
Education
Auburn University at Montgomery 1987 — 1990
Bachelor of Science, Accounting
Wells Fargo 2014 - Present
Wells Fargo Bank, N.A. December 2010 - May 2014
Wells Fargo Bank, N.A. December 2009 - December 2010
Wells Fargo Bank, N.A. June 2007 - December 2009
Credit Suisse 2006 - 2007
Skills
Bloomberg, Calypso, Reuters, Markitwire, Credit Derivatives, Interest Rate..., FX Options, Counterparty Risk, Series 7, Fixed Income, VBA, Credit Risk, Derivatives, Capital Markets, Options, Swaps, Financial Analysis, Economics, Structured Products, Bloomberg Terminal, Market Risk, Quantitative Analytics, Financial Modeling, Risk Management
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Appalachian State University
Bachelor of Science, Business Administration - Economics
Appalachian State University
Bachelor of Science, Political Science
Credit Suisse 2003 - Present
Lee Hecht Harrision 2000 - 2003
Education
Fordham University 1997 — 1999
MSW, Social Work
Fordham University 1997 — 1999
MSW, Social Work
Fordham University 1997 — 1999
MSW, Social Work
Arizona State University 1994 — 1998
Fordham University 1995 — 1997
Masters, Organizational Psychology
Credit Suisse January 2012 - Present
Credit Suisse July 2008 - January 2012
Credit Suisse July 2007 - June 2008
Credit Suisse June 2006 - July 2007
Education
Appalachian State University 1998 — 2003
BNY Mellon September 2013 - October 2014
EmblemHealth May 2013 - September 2013
Credit Suisse February 2008 - April 2013
IBM December 1996 - February 2008
RCG Information Technology June 1993 - November 1996
Accenture February 1987 - January 1993
Skills
Data Warehousing, SDLC, Business Transformation, IT Strategy, Business Analysis, Requirements Gathering, Software Project..., Requirements Analysis, PMO, Business Intelligence, User Acceptance Testing, Business Process Design, Business Process, Consulting, Management
Education
Ateneo de Manila University 1980 — 1984
Bachelor of Science (B.S.), Management Engineering
St. Theresa's College, Quezon City 1967 — 1980
High School, Grade School, Kindergarten
SoftPro April 2012 - Present
SoftPro August 2007 - Present
Credit Suisse December 2005 - August 2007
Skills
Web Services, .NET, Design Patterns, C#, Microsoft SQL Server, SQL, SOA, Cloud Computing, Database Design, ASP.NET MVC, WCF, Object Oriented Design, JavaScript, Enterprise Architecture, MSBuild, TFS, Scrum, WinForms, Software Development, Visual Studio, Software Design, LINQ, AJAX, Agile Methodologies, NHibernate, SQL Server, Web Development, Security, IIS, Team Foundation Server, HTML, REST, Java, T-SQL, Entity Framework, Performance Tuning, Windows Installer, WinDbg, MSI, Load Balancing, Performance Testing, Debugging, SOAP, STS, Software Deployment, ASP.NET Web API, Linux, Windows Azure, Web Applications
Education
Appalachian State University 1998 — 2003
Bachelor's Degree, CIS/CS
K2Intelligence August 2014 - Present
Citi September 2013 - Present
Credit Suisse August 2010 - September 2013
Merck May 2008 - August 2010
Genworth Financial September 2007 - May 2008
INVESTMENT TECHNOLOGY GROUP October 2006 - August 2007
Credit Suisse September 2005 - October 2006
Pfizer 2003 - 2004
Skills
ETL, Data Warehousing, Data Modeling, Sybase, Business Analysis, SDLC, Charles River IMS, Informatica, Oracle, Business Intelligence, Database Design, Requirements Analysis
Education
University of Bridgeport 1991 — 1993
MSCE, Master of Science in Computer Engineering
Annamalai University 1985 — 1989
BE, Electronics and Instrumentation
Credit Suisse June 2010 - Present
Credit Suisse - North Carolina June 2010 - Present
Credit Suisse - New York June 2008 - June 2010
Credit Suisse - New York May 1999 - April 2008
Barclays Capital - New York / London 1997 - 1999
Bankers Trust Company - New York / London 1993 - 1997
Morgan Stanley 1988 - 1993
Skills
Private Banking, Equities, Derivatives, Swaps, Foreign Exchange, Prime Brokerage, Investment Banking, Middle Office, Hedge Funds, Emerging Markets, Corporate Lending, Operational Risk..., Loans
Education
Thunderbird School of Global Management 1987 — 1988
Master's degree, International Business, German Studies
Arizona State University 1985 — 1987
Bachelor of Science (B.S.), International Finance
Credit Suisse June 2010 - Present
Goldman Sachs 2005 - May 2010
Infosys July 2004 - May 2010
Skills
Front Office Support, Databases, PL/SQL, Sybase, Core Java, Perl, Team Leadership, Agile Methodologies, Scrum, Perl Automation, Finance, Financial Risk, Business Analysis, VBA, Database Design, Data Warehousing, Microsoft Excel, Unix Shell Scripting, Unix Operating Systems, Front to Back Office, Problem Solving, SDLC, Software Project..., Requirements Analysis, Autosys, Java, Java Enterprise Edition, Oracle, SQL, Trading Systems
Education
B. M. S. College of Engineering
Bachelor of Engineering (B.E.)
Microsoft September 2015 - Present
Microsoft June 2014 - August 2015
Amazon Web Services May 2013 - July 2013
Credit Suisse January 2012 - July 2012
Nomura July 2009 - December 2011
Skills
.NET, ASP.NET, WPF, Silverlight, LINQ, C#, OOP, Software Development, HTML, Databases, Programming, XML, SQL, Visual Studio, Agile, OOAD, Subversion, MVC, MVVM, CSS, jQuery, Agile Methodologies, JIRA, Java, C, C++, Python, WCF, Algorithms, SOA, Oracle, Unix, Eclipse, Java Enterprise Edition, Distributed Systems, Design Patterns, Spring, Multithreading, Software Engineering, Web Services, AJAX, Unix Shell Scripting, Microsoft SQL Server, Linux, JavaScript, Web Development
Education
The Ohio State University 2012 — 2014
Master of Science (M.S.), Computer Science
National Institute of Technology Calicut 2005 — 2009
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Apeejay School 2000 — 2005
Secondary School Certificate(AISSE), Higher secondary school certificate (AISSCE), Science
Credit Suisse January 2015 - Present
Credit Suisse June 2009 - December 2014
Barclays Capital September 2008 - June 2009
Lehman Brothers December 2004 - September 2008
Gracenote May 2004 - November 2004
Skills
CRM
Education
Arizona State University 2002 — 2004
Master of Science, Computer Science
Little Flower Jr College
Basu Capital, LP. September 2005 - Present
Basu Capital, LP. July 2005 - Present
Alphabet Funds, LP. November 2008 - May 2010
Alphabet Partners 2008 - May 2010
Alphabet Partners 2008 - May 2010
EGS Partners September 2001 - 2008
Greenberg Healthcare Partners September 2002 - August 2007
Credit Suisse 1998 - 2000
Punk, Ziegel and Knoell 1990 - 1997
Skills
Hedge Funds, Biotechnology, Funding, Pharmaceuticals, Medical Devices, Trading, Life Sciences, Portfolio Management, Equities, Investments, Asset Management, Financial Analysis, Valuation, Private Equity, Investment Banking, Strategic Planning, Venture Capital, Risk Management, Capital Markets, Asset Managment, Lifesciences, Pharmaceutical Industry, Securities, Mergers & Acquisitions, Business Strategy, Competitive Analysis, Strategy, Series 7, Equity Research, Bloomberg, Due Diligence, Investor Relations, Financial Modeling, Emerging Markets, Start-ups, Corporate Finance, Analysis, Corporate Development, Commercialization, Market Analysis
Education
Aston University 1981 — 1982
MBA, Marketing
Brunel University London 1973 — 1978
BTech (hons), Applied Biochemistry
Credit Suisse April 2011 - Present
MergerID September 2010 - April 2011
Credit Suisse January 2009 - April 2010
Deutsche Bank - London, England August 2007 - September 2008
Skills
Series 63, Capital Markets, Series 7, Investment Banking, Securities, Series 3, Fixed Income, High Yield, Mortgage Banking, Structured Products, Structured Finance, Investments, Financial Analysis, Bloomberg Terminal
Education
Fairfield University 2003 — 2007
Bachelors of Science, Finance
Australian Catholic University
Friends School of Balitmore 1999 — 2003
UBS Investment Bank January 2015 - Present
University of Connecticut January 2014 - December 2014
Credit Suisse August 2012 - January 2014
Irevna CRISIL, a S&P Company June 2006 - January 2014
Citi 2011 - 2012
GISbiz, Inc. November 2005 - May 2006
Datamation India 2003 - October 2005
Skills
Project Management, Investment Banking, Vendor Management, Equity Research, Financial Modeling, Business Analysis, Risk Management, Banking, Capital Markets, Analytics, Derivatives, Equities, Management, Corporate Finance, MIS, Financial Analysis, Team Management, Credit Risk, Finance, Business Strategy, Financial Services, Requirements Gathering, Agile Methodologies, Databases, SQL, Analysis, Relationship Management, SDLC, Fixed Income, VBA, Bloomberg, Requirements Analysis, Financial Markets, Statistical Data..., Communication
Education
University of Connecticut 2014 — 2014
Master's Degree, Business Analytics and Project Management
Aston University 2010 — 2011
MBA, Business Administration-Finance
Indira Gandhi National Open University
MCA, Computer Applications
SRP July 1999 - Present
Credit Suisse 1994 - 1997
Education
Arizona State University - W. P. Carey School of Business 1997 — 1999
MBA, FInance
University of Arizona 1988 — 1992
BS, Finance, Economics
North Carolina Department of the Secretary of State June 2012 - Present
Credit Suisse August 2011 - March 2012
FXCM June 2007 - May 2011
FXCM 2007 - 2009
Austin College 2005 - 2007
International Progress Organization January 2003 - June 2003
SOS Mitmensch September 2002 - December 2002
Skills
Research, Editing, Public Speaking, Public Relations, Microsoft Office, AML, Budgets, Analysis, Microsoft Excel, Software Documentation, Customer Service, Anti Money Laundering, Compliance, Writing, Event Planning, Excel, Word, Data Analysis, Electronic Evidence, Fraud Investigations, Investigation, Report Writing, Bank Secrecy Act, Securities Exchange Act..., Securities Regulation, Securities Fraud, Currency Futures, Evidence Collection, Digital Forensics, Interviewing Skills, Investigative..., Grant Writing, International NGOs, NPOs
Education
Austin College 2000 — 2004
Bachelor of Arts, 2004, International Studies, German, French
Universität Wien 2002 — 2003
Junior Year Abroad
Mansfield High School 2000 — 2004
2000, High School Diploma
Credit Suisse January 2006 - Present
East Carolina University August 2004 - December 2005
CME Federal Credit Union January 2003 - June 2004
Education
East Carolina University - College of Business 2004 — 2005
MBA, Business Administration
Ashland University 1998 — 2002
BS, Finance
Credit Suisse January 2010 - Present
Credit Suisse December 2008 - January 2010
Education
Appalachian State University 2002 — 2006
BSBA, Finance
EMC August 2012 - Present
EMC August 2011 - July 2012
EMC July 2010 - July 2011
Credit Suisse July 2009 - December 2009
Goldman Sachs July 2008 - December 2008
W.M. Berg August 2007 - August 2007
Skills
Equities, Investments, Analysis, Portfolio Management, Analytics, Finance
Education
Northeastern University 2007 — 2010
B.S. Business Administration
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
International Summer School
Ateneo de Manila University 2005 — 2007
B.S. Management
PAREF Woodrose School 1994 — 2005
MINT PARTNERS May 2015 - Present
Oppenheimer & Co. Inc. July 2014 - May 2015
KGS ALPHA CAPITAL MARKETS June 2013 - July 2014
BB&T Capital Markets January 2013 - June 2013
Intercontinental Exchange April 2009 - August 2012
Phoenix Partners January 2008 - December 2008
Credit Suisse March 2003 - November 2007
Murray Hill Properties January 2001 - March 2003
Deutsche Bank 2003 - 2003
CIBC World Markets December 1999 - December 2001
Skills
Derivatives, Hedge Funds, CDS, Fixed Income, Credit Derivatives, Equity Derivatives, Bonds, Alternative Investments, Credit, Equities, Private Equity, Structured Finance, Arbitrage, Structured Products, Capital Markets, Trading, Trading Systems, Options, Series 7, Financial Markets, Bloomberg, Electronic Trading, Swaps, High Yield, FX Options, Investment Banking, Middle Office, Interest Rate..., Series 63, Prime Brokerage, Emerging Markets
Education
Bentley University
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Arizona State University 1992 — 1993
Deering High
Credit Suisse June 2012 - Present
Credit Suisse January 2010 - June 2012
Credit Suisse April 2007 - January 2010
Education
Appalachian State University 2002 — 2006
BSBA Finance and Banking
Credit Suisse August 2010 - Present
PAREXEL International January 2010 - August 2010
State Street Global Advisors March 2005 - April 2009
State Street 2006 - 2009
State Street 1991 - 2009
State Street 1999 - 2006
State Street September 2002 - March 2005
State Street December 1991 - September 2002
Skills
Organizational..., Employee Relations, Leadership Development, Change Management, Employee Engagement, Personnel Management, Human Resources, Performance Management, Recruiting, Organizational..., Workforce Planning, Team Building
Education
Babson College
BS, Management and Organizational Behavior
Babson College
Credit Suisse April 2010 - Present
Microsoft April 2008 - April 2010
Emergys Corp 2002 - April 2008
Skills
Software Project..., Agile Methodologies, SDLC, Requirements Analysis, SQL, SharePoint, Enterprise Software, Program Management, Software Development, Testing, Integration, Technical Support, SAP, Business Intelligence, Business Analysis, Business Process, IT Strategy
Education
Appalachian State University 1996 — 1998
BS, Business Administration
Credit Suisse January 2015 - Present
Bridgewater Associates May 2013 - Present
Bloomberg July 2006 - May 2014
Goldman Sachs June 2005 - July 2006
Bloomberg LP July 2004 - June 2005
Deutsche Bank August 2003 - July 2004
Wachovia, A Wells Fargo Company January 2002 - July 2003
Enron May 2001 - January 2002
Bed Bath & Beyond October 2000 - May 2001
JP Morgan Chase November 1998 - October 2000
Skills
Java, XML, SQL, SQL Server, Databases, C++, JavaScript, PL/SQL, Unix, Customer Relations, .NET, C#, Problem Solving, Software Development, Visual Basic, Analysis, ASP.NET, Windows, Access, Visual Studio, C, Web Services, J2EE, HTML, Architecture, SOA, JSP, People Management, Programming, Strategic Planning, UML, VB.NET, Program Management, Business Strategy, IT Management, Agile, Software Project..., Process Engineering, Agile Methodologies, Microsoft SQL Server, Software Product..., Technical Product..., Scrum, Agile Project Management, Business Analysis, SDLC, Consulting, Leadership, Requirements Analysis, Management
Education
Scrum Alliance, Inc. 2013 — 2013
Certified ScrumMaster
Management and Strategy Institute
Six Sigma Lean Professional
Atomic Energy Central School 1975 — 1989
Atomic Energy Junior College
High School
Boston Institute Of Management Science
Post Graduate Diploma, Software Application Engineering
University of Pune
Bachelor's degree, Instrumentation
Nestlé S.A. November 2010 - March 2011
Bon Appetit Co. December 2006 - June 2010
Merrill Lynch June 2009 - September 2009
Credit Suisse August 2009 - August 2009
Security Bank Corp. June 2008 - September 2008
Universidad Nova de Lisboa May 2006 - August 2006
Ramon Magsaysay Awards Foundation March 2005 - May 2005
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Ateneo de Manila University 1994 — 2006
High School
Credit Suisse August 2000 - Present
Education
Georgetown University 1998 — 1999
MBA
Babson College 1990 — 1993
BS, Business
Fiducia Appraisal Group July 2006 - Present
Credit Suisse 2014 - 2014
ASI Appraisers January 2006 - September 2006
ASI Appraisers May 2003 - December 2005
Skills
Real Estate, Contract Negotiation, Retirement Homes, Forecasting, Team Leadership, Problem Solving, Inventory Management, Leases, Appraisals, Property, Due Diligence, Asset Management, Disposition, Commercial Real Estate, Valuation, Apartments, Condos, Corporate Real Estate, Investment Properties, Real Estate Financing
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Arizona State University, W. P. Carey School of Business 2008 — 2010
Bachelor of Science, Finance and Supply Chain Management, Graduated Summa cum Laude
EY September 2014 - Present
Credit Suisse June 2013 - September 2014
Temo A. Arjani & Co., LLP June 2009 - June 2013
PricewaterhouseCoopers, LLP October 2004 - June 2009
Arthur Andersen, LLP January 1998 - June 2002
Ernst & Young, LLP September 1994 - January 1998
Northern Trust Bank of Arizona September 1986 - September 1994
Skills
Income Tax, Tax, CPA, Estate Planning, Trusts, Financial Analysis, Accounting, Tax Accounting, High Net Worth..., Auditing
Education
Arizona State University
Bachelor of Science, Finance
MSCI Barra 2008 - Present
MSCI Barra May 2008 - August 2012
Credit Suisse 2006 - 2008
Thomson Vestek 2002 - 2006
Iomega 1999 - 2002
Education
Massachusetts Institute of Technology 1996 — 1999
Ph.D., Aeronautics and Astronautics
Massachusetts Institute of Technology 1993 — 1996
S.M., Aeronautics and Astronautics
Arizona State University 1987 — 1993
B.S., Pure Mathematics
Arizona State University 1987 — 1993
B.S.E., Aerospace Engineering
Aptivaa September 2013 - Present
Tradeage International Pte Ltd January 2009 - August 2013
Credit Suisse January 2006 - December 2009
Citibank Singapore Limited January 2001 - December 2005
Skills
Investment Banking, Capital Markets, Equities, Valuation, Private Equity, Investments, Corporate Finance, Emerging Markets, Portfolio Management, Financial Modeling, Trading, Fixed Income, Banking, Financial Analysis, Derivatives, Risk Management, Financial Risk, Financial Services, Management Consulting
Education
Asian Institute of Management 1996 — 1998
MBA, Finance
Windstream Hosted Solutions September 2012 - Present
Credit Suisse June 2010 - August 2012
Delta Air Lines March 2010 - June 2010
Pointwest Technologies July 2004 - May 2010
JB Hunt Transport Services, Inc. April 2007 - January 2010
Northwest Airlines July 2004 - March 2007
Ateneo Graduate School of Business March 2002 - June 2004
Tsukiden Software Technologies October 2000 - June 2002
Skills
SQL, Java Enterprise Edition, Struts, Java, JavaScript, Oracle, DB2, Unix, Requirements Analysis, JSP, MySQL, Spring, Tomcat, EJB, Microsoft SQL Server, Servlets, Hibernate, WebSphere Application..., PL/SQL, Subversion, Websphere, JMS, Ant, UML, Eclipse, FileNet, ITIL Certified, Agile Methodologies, SDLC, Software Development, Weblogic
Education
De La Salle University 1994 — 1999
BS, Electronics and Communications Engineering
Ateneo de Manila University
Credit Suisse November 2012 - Present
KPMG France November 2010 - March 2012
Crédit Agricole Corporate & Investment Bank August 2008 - July 2009
JG Internacional October 2006 - March 2007
SEIV Aquitaine July 2005 - September 2005
Education
HEC Paris 2007 — 2008
Specialised Master, Finance
Universidad Politécnica de Madrid 2005 — 2007
Master of Science, Engineering
Arts et Métiers ParisTech - École Nationale Supérieure d'Arts et Métiers 2003 — 2005
Master of Science, Engineering
Pinnacle Foods August 2015 - Present
Kellogg Company September 2014 - August 2015
Kelloggs July 2011 - August 2014
Kelloggs August 2010 - June 2011
Sara Lee August 2005 - August 2010
Credit Suisse May 2001 - July 2005
Reed Business Information June 1998 - May 2001
Survey Research Lab September 1996 - May 1998
Skills
Business Strategy, Internal Controls, Forecasting, Finance, Process Improvement, Financial Modeling, Financial Analysis, Financial Reporting, Mergers & Acquisitions, SAP, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act
Education
University of Illinois at Chicago 1996 — 1998
Master of Business Administration (MBA), Finance and Accounting
Annamalai University 1991 — 1995
Bachelor of Engineering, Electrical and Electronics Engineering
Association of Finance Professionals
CTP, Certified Treasury Professional
Certified Public Accountant
Institute of Management Accountant
CMA, Certified Management Accountant
Future Electronics June 2014 - Present
Future Electronics June 2011 - May 2014
City of Winnipeg October 2010 - May 2011
Credit Suisse July 2007 - March 2010
IBM Global Services March 2006 - June 2007
Accenture March 2002 - February 2006
Software Ventures International April 1999 - February 2002
Skills
PeopleSoft, Production Support, Human Resources, SQR, SDLC, PeopleTools, Business Analysis, Oracle, ERP, Requirements Gathering, Crystal Reports
Education
Ateneo de Manila University 1995 — 1999
BS, Management
Credit Suisse July 2004 - Present
Morgan Stanley Dean Witter June 1987 - June 2004
Education
Babson College 1983 — 1987
BS, Finance/Investments
J.P. Morgan September 2014 - Present
Credit Suisse May 2012 - August 2014
Safeco Insurance January 2011 - April 2012
Sunera Technologies, Inc. (SuneraTech) September 2008 - December 2010
Education
Annamalai University 2003 — 2007
Bachelor of Engineering (B.E.)
IMS Health October 2014 - Present
Bank of America March 2014 - August 2014
Disney ABC Television Group July 2013 - December 2013
Credit Suisse April 2012 - July 2013
Standard & Poor's May 2011 - April 2012
Credit Suisse June 2007 - April 2011
HCL Technologies December 2004 - February 2007
IT Organizations August 1999 - November 2004
Skills
Data Warehousing, OBIEE, Business Objects, Informatica, Data Integration, SQL, Requirements Analysis, SDLC, Erwin, Oracle, Business Analysis, Business Intelligence, DB2, Unix, Agile Methodologies, ETL, Crystal Reports, Requirements Gathering, Sybase, Data Modeling, QlikView, Databases, Cognos, Data Migration, Database Design, Dimensional Modeling, SSIS, SSRS, Microsoft SQL Server, Data Warehouse..., Teradata, PL/SQL, Enterprise Architecture, Dashboard, Software Project..., Teamwork
Education
Heriot-Watt University
Masters of Science, Information Technology Systems
Annamalai University
Bachelor of Engineering
Merrill Lynch April 2012 - Present
Beresin Loshak Asset Management January 2010 - April 2012
Credit Suisse 1998 - 2009
Barclays Capital 1996 - 1998
Skills
Fixed Income, Derivatives, Risk Management, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Options, Trading, Financial Markets, FX Options, Equity Derivatives, Asset Managment, Swaps, Securities, Interest Rate..., Financial Structuring, Investments, Hedging, Investment Management, Proprietary Trading, Rates, Structured Products, Bloomberg, Bonds, Capital Markets, Exotic Derivatives, Fund Of Funds, Interest Rate Swaps, Trading Strategies, Interest Rate Risk..., Credit Derivatives, Equities, Market Risk, Asset Allocation, Product Control, Equity Trading
Education
Babson College 1994 — 1996
BA, Economics/Finance
Bard College at Simon's Rock 1992 — 1994
AA, Liberal Arts
Credit Suisse March 2012 - Present
Jefferies & Company February 2006 - August 2011
Charles Schwab 1997 - 2005
Mervyns 1985 - 1987
Skills
Sybase, Datacom, Database Administration
Education
Arizona State University, W. P. Carey School of Business 1982 — 1984
B.S., Computer Information Systems
UC Irvine 1978 — 1980
Physics
BNP Paribas January 2014 - Present
Credit Suisse July 1997 - January 2014
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Modeling, Hedge Funds, Equities, Valuation, Corporate Finance, LBO
Education
Babson College 1993 — 1997
B.S., Triple major in economics, quantitative methods, finance
Columbia University - Columbia Business School
MBA
Babson College September 2009 - Present
Credit Suisse November 2011 - December 2011
HSBC June 2010 - August 2010
Skills
Microsoft Office, Data Analysis, Bloomberg Terminal, Minitab
Education
Babson College 2009 — 2013
Jakarta International School 2005 — 2009
High School Graduate
PepsiCo March 2013 - Present
Credit Suisse June 2012 - March 2013
Credit Suisse March 2009 - June 2012
Credit Suisse June 2007 - March 2009
Wachovia Bank January 2005 - August 2006
Skills
Consumer Products, Finance, SAP, IRI, Microsoft Excel, Investments, Reporting & Analysis, Process Improvement, Microsoft Office, Banking, Trade Promotions, Equities, Securities, Credit, Credit Risk, Marketing, Bonds, Risk Management, Grocery, Food & Beverage, Interest Rate...
Education
Appalachian State University 2003 — 2007
Bachelor of Science (BS), Finance & Banking / Risk Management & Insurance
Eximware, Inc. 2008 - Present
KLG Advisors 2007 - 2008
Credit Suisse 2002 - 2006
Electronic Environments Corporation 1993 - 2001
Digital Equipment Corporation 1986 - 1991
Skills
Business Strategy, Risk Management, Strategy, Hedge Funds, Financial Services, Enterprise Software, Trading, Strategic Planning, Management Consulting, Executive Management, Business Analysis, Finance, Management, Fixed Income, Investment Banking, Business Development, Capital Markets, Mergers & Acquisitions, Commodity
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Babson College 1982 — 1986
BS Business Administration
JPMorgan Chase & Co. June 2015 - Present
Bank of America Merrill Lynch November 2013 - June 2015
Educational Testing Service (ETS) September 2011 - November 2013
Barclays Wealth and Investment Management 2008 - 2011
Lehman Brothers 2006 - 2008
Deloitte 2001 - 2001
Credit Suisse 2000 - 2001
ABN AMRO Clearing Chicago LLC 1999 - 1999
IBM 1998 - 1999
Skills
Agile Methodologies, Java, Oracle, SDLC, SQL
Education
Arizona State University - W. P. Carey School of Business
MBA, Business Administration and Management, General
Florida Atlantic University
Master's degree, Computer Engineering
Oklahoma State University
Master's degree, Environmental Engineering
Noble Life Science Partners 2014 - Present
MDR Healthcare and Technology LLC 2011 - 2014
Ziff Brothers Investments LLC 2010 - 2011
ThomasLloyd Capital LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Credit Suisse 2004 - 2006
Bear Stearns 2001 - 2003
EY 1994 - 1999
Skills
Investment Banking, Due Diligence, Capital Markets, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Modeling, Alternative Investments, Private Equity, Financial Advisory, Financial Statement..., Transaction Experience, Problem Solving, Project Management, High Analytical Skills, Equities, Finance, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Babson College 1990 — 1993
Bachelor of Science (BS), Accounting and Finance/Investments
OTR Global July 2014 - Present
CapRok Capital March 2010 - July 2014
Kevin Dann & Partners November 2008 - March 2010
Credit Suisse June 2002 - October 2008
Lehman Brothers 1995 - 2000
Skills
Fixed Income, Capital Markets, Alternative Investments, Structured Products, Financial Structuring, Investments, Derivatives, Securities, Structured Finance, Valuation, Asset Management, Bloomberg, Portfolio Management, Credit Derivatives, Financial Modeling, Bonds
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
Master of Business Administration (MBA)
Babson College 1991 — 1995
Loomis Chaffee 1987 — 1991